Invesco KBW Bank ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
Invesco KBW Bank Portfolio is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Bank Index (the "Underlying Index"). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. |
Category | US Equities |
Fund Sponsor | Invesco PowerShares |
Website | www.powershares.com |
Inception date | Nov 01, 2011 |
Assets (mns) | $1,802 |
Currency | USD |
Expense ratio | 35 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Bank of New York Mellon |
Weighting | Tiered |
Index replication | n/a |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 24 |
Wgt avg mkt cap (mns) | $114,571 |
Large cap (>$10bn) | 94.5% |
Mid cap ($2-10bn) | 5.5% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
CITIGROUP INC | 8.6 % |
JPMORGAN CHASE & CO | 8.0 % |
PNC FINANCIAL SERVICES GROUP | 7.5 % |
WELLS FARGO & CO | 7.5 % |
BANK OF AMERICA CORP | 7.3 % |
BANK OF NEW YORK MELLON CORP | 4.4 % |
FIRST REPUBLIC BANK/CA | 4.4 % |
STATE STREET CORP | 4.3 % |
TRUIST FINANCIAL CORPORATION | 4.2 % |
US BANCORP | 4.2 % | Total | 60.2 % |
---|
![]() |
UNITED STATES | 100.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-21.6% | -21.8% | 1.4% | 9.3% | 11.7% |
versus... | Beta | R-squared |
S&P500 | 1.14 | 60% |
MSCI EAFE | 1.22 | 66% |
MSCI Emg. Mkts. | 1.03 | 52% |
Recent close | $57.13 |
30d moving avg. | $52.93 |
Annualized volatility | 31.2% |
Short interest (ETF) | 3.8% |
Short interest (Underlying) | 1.4% |
Relative strength (RSI) | 63 |
Avg. volume (thou.) | 651 |
Turnover | 2.1% |
Bid/Ask (% of price) | 0.02% |
ADV underlying (mns) | $8,048 |
FINDING ALTERNATIVE FUNDS
Below is a list of 418 potential alternatives to the Invesco KBW Bank ETF ETF based on the alternatives' overlap in portfolio holdings with KBWB. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | KBWB | Expense: | 35 bp | ALTAR Score™: | 10.7% |
Ticker | Fund Name |
Overlap1 vs KBWB (%) |
Expense ratio (bp) |
Savings vs KBWB (bp) |
ALTAR Score™ (%) |
ALTAR vs KBWB (%) |
FTXO | First Trust Nasdaq Bank ETF | 63.9 | 60 | -25 | 10.7 | -0.0 |
IAT | iShares U.S. Regional Banks ETF | 52.4 | 39 | -4 | 10.1 | -0.7 |
DFNL | Davis Select Financial ETF | 40.5 | 62 | -27 | 8.8 | -1.9 |
IYG | iShares US Financial Services ETF | 36.1 | 39 | -4 | 7.9 | -2.9 |
XLF | Financial Select Sector SPDR Fund | 34.1 | 10 | 25 | 8.0 | -2.7 |
RYF | Invesco S&P 500 Equal Weight Financials ETF | 33.7 | 40 | -5 | 8.3 | -2.5 |
KBE | SPDR S&P Bank ETF | 31.5 | 35 | 0 | 10.7 | -0.1 |
VFH | Vanguard Financials Index Fund | 30.3 | 10 | 25 | 8.5 | -2.3 |
IYF | iShares U.S. Financials ETF | 30.2 | 39 | -4 | 7.8 | -3.0 |
FNCL | Fidelity MSCI Financials Index ETF | 30.2 | 8 | 27 | 8.5 | -2.3 |
KRE | SPDR S&P Regional Banking ETF | 27.1 | 35 | 0 | 10.1 | -0.6 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 25.5 | 13 | 22 | 11.6 | +0.9 |
EQRR | ProShares Equities for Rising Rates ETF | 25.1 | 35 | 0 | 8.2 | -2.5 |
DUSA | Davis Select U.S. Equity ETF | 22.9 | 61 | -26 | 10.2 | -0.5 |
FXO | First Trust Financials AlphaDEX Fund | 20.7 | 61 | -26 | 10.7 | -0.1 |
IXG | iShares Global Financials ETF | 18.4 | 40 | -5 | 9.1 | -1.6 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 16.2 | 39 | -4 | 11.3 | +0.6 |
AILV | Alpha Intelligent - Large Cap Value ETF | 15.0 | 85 | -50 | 6.6 | -4.2 |
RDVY | First Trust Rising Dividend Achievers ETF | 14.4 | 50 | -15 | 9.0 | -1.8 |
ICAP | InfraCap Equity Income Fund ETF | 12.8 | 80 | -45 | 9.2 | -1.5 |
SPYD | SPDR S&P 500 High Dividend ETF | 12.7 | 7 | 28 | 10.8 | +0.1 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd Idx | 12.7 | 35 | 0 | 9.6 | -1.1 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF | 12.7 | 35 | 0 | 9.6 | -1.1 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 11.3 | 50 | -15 | 8.3 | -2.4 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 11.2 | 59 | -24 | 9.6 | -1.2 |
DFUV | Dimensional US Marketwide Value ETF | 11.1 | 23 | 12 | 8.4 | -2.3 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 11.0 | 45 | -10 | 9.5 | -1.2 |
RAFE | PIMCO RAFI ESG U.S. ETF | 10.8 | 29 | 6 | 8.8 | -2.0 |
RPV | Invesco S&P 500 Pure Value ETF | 10.6 | 35 | 0 | 9.7 | -1.1 |
DIVB | iShares Core Dividend | 10.2 | 5 | 30 | 8.1 | -2.7 |
SIXA | 6 Meridian Mega Cap Equity ETF | 9.9 | 82 | -47 | 8.1 | -2.7 |
JAVA | JPMorgan Active Value ETF | 9.7 | 44 | -9 | 6.7 | -4.1 |
PWV | Invesco Dynamic Large Cap Value ETF | 9.6 | 58 | -23 | 8.1 | -2.6 |
PKW | Invesco Buyback Achievers ETF | 9.6 | 64 | -29 | 8.5 | -2.3 |
BPAY | BlackRock Future Financial and Technology ETF | 9.6 | 70 | -35 | 9.7 | -1.0 |
VYM | Vanguard High Dividend Yield Index ETF | 9.3 | 6 | 29 | 8.0 | -2.7 |
USVT | US Value ETF | 9.2 | 49 | -14 | 11.2 | +0.5 |
IWX | iShares Russell Top 200 Value ETF | 9.0 | 20 | 15 | 7.4 | -3.3 |
DWLD | Davis Select Worldwide ETF | 9.0 | 62 | -27 | 8.7 | -2.0 |
VOOV | Vanguard S&P 500 Value ETF | 8.8 | 10 | 25 | 6.8 | -3.9 |
IVE | iShares S&P 500 Value ETF | 8.8 | 18 | 17 | 6.7 | -4.0 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 8.8 | 4 | 31 | 6.9 | -3.9 |
DGRO | iShares Core Dividend Growth ETF | 8.8 | 8 | 27 | 7.7 | -3.0 |
SNPV | Xtrackers S&P ESG Value ETF | 8.7 | 15 | 20 | 7.3 | -3.5 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 8.6 | 65 | -30 | 10.6 | -0.2 |
DHS | WisdomTree U.S. High Dividend Fund | 8.4 | 38 | -3 | 8.3 | -2.4 |
FBCV | Fidelity Blue Chip Value ETF | 8.4 | 59 | -24 | 7.3 | -3.5 |
IUSV | iShares Core S&P U.S. Value ETF | 8.3 | 4 | 31 | 7.0 | -3.8 |
MGV | Vanguard Mega Cap Value ETF | 8.3 | 7 | 28 | 7.7 | -3.1 |
NUDV | Nuveen ESG Dividend ETF | 8.1 | 25 | 10 | 7.7 | -3.1 |
REVS | Columbia Research Enhanced Value ETF | 8.0 | 19 | 16 | 9.1 | -1.6 |
MKEM | Meakem Value and Inflation Screen | 8.0 | 10 | 25 | 5.7 | -5.1 |
MOTE | VanEck Morningstar ESG Moat ETF | 7.9 | 49 | -14 | 6.4 | -4.4 |
VTV | Vanguard Value Index Fund | 7.8 | 4 | 31 | 7.7 | -3.0 |
WKLY | SoFi Weekly Dividend ETF | 7.8 | 49 | -14 | 8.4 | -2.4 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 7.7 | 30 | 5 | 8.9 | -1.8 |
CZA | Invesco Zacks Mid-Cap ETF | 7.7 | 69 | -34 | 6.5 | -4.3 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 7.7 | 28 | 7 | 7.2 | -3.5 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 7.7 | 30 | 5 | 9.3 | -1.4 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 7.7 | 60 | -25 | 2.9 | -7.9 |
FLV | American Century Focused Large Cap Value ETF | 7.7 | 42 | -7 | 7.3 | -3.4 |
NULV | Nuveen ESG Large-Cap Value ETF | 7.7 | 25 | 10 | 8.1 | -2.7 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 7.6 | 25 | 10 | 7.7 | -3.0 |
ILCV | iShares Morningstar Value ETF | 7.6 | 4 | 31 | 7.6 | -3.2 |
VLU | SPDR S&P 1500 Value Tilt ETF | 7.5 | 12 | 23 | 8.2 | -2.5 |
EQOP | Natixis U.S. Equity Opportunities ETF | 7.5 | 85 | -50 | 6.0 | -4.7 |
VONV | Vanguard Russell 1000 Value Index Fund | 7.5 | 8 | 27 | 7.4 | -3.3 |
IWD | iShares Russell 1000 Value ETF | 7.5 | 18 | 17 | 7.3 | -3.5 |
SDGA | Impact Shares Sustainable Development Goals Global ETF | 7.4 | 75 | -40 | 7.4 | -3.4 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 7.4 | 25 | 10 | 7.3 | -3.4 |
DVY | iShares Select Dividend ETF | 7.4 | 39 | -4 | 9.0 | -1.7 |
SCHD | Schwab U.S. Dividend Equity ETF | 7.2 | 6 | 29 | 9.1 | -1.7 |
PY | Principal Shareholder Yield Index ETF | 7.2 | 15 | 20 | 7.7 | -3.1 |
SDEI | Sound Equity Income ETF | 7.2 | 45 | -10 | 9.9 | -0.9 |
PRF | Invesco FTSE RAFI US 1000 ETF | 7.2 | 39 | -4 | 7.6 | -3.2 |
SHE | SPDR SSGA Gender Diversity Index ETF | 7.2 | 20 | 15 | 6.5 | -4.2 |
IUSA | Amberwave Invest USA JSG Fund | 7.1 | 67 | -32 | 6.8 | -4.0 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 7.1 | 25 | 10 | 7.6 | -3.2 |
SCHV | Schwab U.S. Large-Cap Value ETF | 7.0 | 4 | 31 | 7.5 | -3.3 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 7.0 | 30 | 5 | 6.2 | -4.6 |
EPS | WisdomTree U.S. Earnings 500 Fund | 7.0 | 8 | 27 | 7.7 | -3.0 |
MAGA | Point Bridge GOP Stock Tracker ETF | 7.0 | 72 | -37 | 6.3 | -4.5 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 6.9 | 20 | 15 | 7.5 | -3.3 |
EQUL | IQ Engender Equality ETF | 6.9 | 45 | -10 | 7.3 | -3.5 |
FDVV | Fidelity Core Dividend ETF | 6.8 | 29 | 6 | 7.2 | -3.5 |
DTD | WisdomTree U.S.Total Dividend Fund | 6.7 | 28 | 7 | 7.4 | -3.3 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 6.7 | 6 | 29 | 8.1 | -2.6 |
VLUE | iShares MSCI USA Value Factor ETF | 6.6 | 15 | 20 | 12.5 | +1.7 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 6.4 | 59 | -24 | 7.4 | -3.3 |
FPAG | FPA Global Equity ETF | 6.3 | 49 | -14 | 6.4 | -4.3 |
AVLV | Avantis U.S. Large Cap Value ETF | 6.1 | 15 | 20 | 8.7 | -2.0 |
FMIL | Fidelity New Millennium ETF | 6.1 | 59 | -24 | 6.7 | -4.1 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 6.1 | 59 | -24 | 6.4 | -4.3 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 6.0 | 39 | -4 | 9.1 | -1.7 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 6.0 | 55 | -20 | 6.9 | -3.9 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 6.0 | 52 | -17 | 6.8 | -4.0 |
FSST | Fidelity Sustainability U.S. Equity ETF | 5.9 | 59 | -24 | 6.1 | -4.6 |
DEW | WisdomTree Global High Dividend Fund | 5.9 | 58 | -23 | 9.7 | -1.1 |
VOE | Vanguard Mid-Cap Value Index Fund | 5.9 | 7 | 28 | 8.0 | -2.8 |
SPGP | Invesco S&P 500 GARP ETF | 5.8 | 36 | -1 | 8.9 | -1.8 |
GFGF | Guru Favorite Stocks ETF | 5.8 | 65 | -30 | 6.7 | -4.0 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 5.8 | 69 | -34 | 10.7 | -0.1 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 5.7 | 27 | 8 | 6.5 | -4.3 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 5.7 | 32 | 3 | 6.2 | -4.5 |
ITAN | Sparkline Intangible Value ETF | 5.7 | 50 | -15 | 7.6 | -3.1 |
SPDV | AAM S&P 500 High Dividend Value ETF | 5.6 | 29 | 6 | 11.3 | +0.6 |
QLC | FlexShares US Quality Large Cap Index Fund | 5.5 | 25 | 10 | 7.2 | -3.6 |
USMC | Principal U.S. Mega-Cap Multi-Factor Index ETF | 5.5 | 12 | 23 | 6.4 | -4.4 |
HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 5.5 | 75 | -40 | 7.8 | -2.9 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 5.5 | 52 | -17 | 6.2 | -4.5 |
FDRR | Fidelity Dividend ETF for Rising Rates | 5.4 | 29 | 6 | 8.0 | -2.7 |
FOVL | iShares Focused Value Factor ETF | 5.4 | 25 | 10 | 11.0 | +0.3 |
DEF | Invesco Defensive Equity ETF | 5.4 | 55 | -20 | 6.3 | -4.5 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 5.3 | 75 | -40 | 6.7 | -4.1 |
RNDV | US Equity Dividend Select ETF | 5.2 | 50 | -15 | 9.1 | -1.6 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 5.2 | 20 | 15 | 6.1 | -4.6 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 5.1 | 60 | -25 | 10.9 | +0.2 |
VIG | Vanguard Dividend Appreciation Index Fund | 5.1 | 6 | 29 | 6.6 | -4.2 |
KCE | SPDR S&P Capital Markets ETF | 5.0 | 35 | 0 | 9.1 | -1.6 |
HVAL | ALPS Hillman Active Value ETF | 5.0 | 55 | -20 | 7.7 | -3.0 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 5.0 | 27 | 8 | 5.9 | -4.8 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 4.9 | 11 | 24 | 6.6 | -4.2 |
NVQ | QRAFT AI-Enhanced US Next Value ETF | 4.9 | 75 | -40 | 10.7 | -0.1 |
MOAT | VanEck Morningstar Wide Moat ETF | 4.9 | 47 | -12 | 6.1 | -4.6 |
FVAL | Fidelity Value Factor ETF | 4.9 | 29 | 6 | 9.8 | -1.0 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 4.8 | 38 | -3 | 7.0 | -3.8 |
OEF | iShares S&P 100 ETF | 4.8 | 20 | 15 | 6.3 | -4.5 |
PSET | Principal Price Setters Index ETF | 4.8 | 15 | 20 | 6.8 | -4.0 |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 4.8 | 7 | 28 | 10.0 | -0.7 |
SPHB | Invesco S&P 500 High Beta ETF | 4.8 | 25 | 10 | 4.2 | -6.6 |
AIEQ | AI Powered Equity ETF | 4.8 | 75 | -40 | -1.8 | -12.6 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 4.7 | 17 | 18 | 6.7 | -4.0 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 4.7 | 49 | -14 | 6.4 | -4.4 |
XLG | Invesco S&P 500 Top 50 ETF | 4.7 | 20 | 15 | 6.0 | -4.8 |
VFVA | Vanguard U.S. Value Factor ETF | 4.7 | 13 | 22 | 11.7 | +0.9 |
JVAL | JPMorgan U.S. Value Factor ETF | 4.7 | 12 | 23 | 9.2 | -1.6 |
FLDZ | RiverNorth Volition America Patriot ETF | 4.7 | 70 | -35 | 5.6 | -5.1 |
YPS | Arrow Reverse Cap 500 ETF | 4.7 | 29 | 6 | 6.4 | -4.3 |
SNPE | Xtrackers S&P 500 ESG ETF | 4.6 | 10 | 25 | 6.5 | -4.2 |
RSP | Invesco S&P 500 Equal Weight ETF | 4.6 | 20 | 15 | 6.6 | -4.1 |
PFM | Invesco Dividend Achievers ETF | 4.5 | 53 | -18 | 6.4 | -4.3 |
CVY | Invesco Zacks Multi-Asset Income ETF | 4.5 | 100 | -65 | 10.2 | -0.6 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 4.5 | 68 | -33 | -0.9 | -11.6 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 4.5 | 27 | 8 | 6.3 | -4.5 |
AVUS | Avantis U.S. Equity ETF | 4.5 | 15 | 20 | 7.0 | -3.7 |
IWS | iShares Russell Mid-Cap Value ETF | 4.4 | 23 | 12 | 7.0 | -3.7 |
JHML | John Hancock Multifactor Large Cap ETF | 4.4 | 29 | 6 | 6.6 | -4.1 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 4.4 | 20 | 15 | 19.2 | +8.5 |
SDOG | ALPS Sector Dividend Dogs ETF | 4.4 | 40 | -5 | 9.6 | -1.2 |
ESGU | iShares MSCI USA ESG Optimized ETF | 4.3 | 15 | 20 | 6.3 | -4.5 |
HOMZ | Hoya Capital Housing ETF | 4.3 | 30 | 5 | 9.9 | -0.8 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 4.3 | 29 | 6 | 6.1 | -4.6 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 4.3 | 27 | 8 | 8.0 | -2.7 |
IVV | iShares Core S&P 500 ETF | 4.2 | 3 | 32 | 6.4 | -4.3 |
SPY | SPDR S&P 500 ETF Trust | 4.2 | 9 | 26 | 6.4 | -4.4 |
SPLG | SPDR Portfolio S&P 500 ETF | 4.2 | 3 | 32 | 6.4 | -4.3 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 4.2 | 14 | 21 | 6.4 | -4.3 |
VOO | VANGUARD S&P 500 ETF | 4.2 | 3 | 32 | 6.4 | -4.3 |
HLGE | Hartford Longevity Economy ETF | 4.2 | 44 | -9 | 8.2 | -2.5 |
XVV | iShares ESG Screened S&P 500 ETF | 4.2 | 8 | 27 | 6.4 | -4.3 |
RESP | WisdomTree US ESG Fund of Benef Interest | 4.2 | 28 | 7 | 7.5 | -3.3 |
IWL | iShares Russell Top 200 ETF | 4.2 | 15 | 20 | 6.2 | -4.6 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 4.2 | 60 | -25 | 7.8 | -3.0 |
WBIY | WBI Power Factor High Dividend ETF | 4.2 | 70 | -35 | 11.8 | +1.1 |
SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 4.2 | 108 | -73 | 4.2 | -6.6 |
MGC | Vanguard Mega Cap Index Fund | 4.2 | 7 | 28 | 6.3 | -4.5 |
RWL | Invesco S&P 500 Revenue ETF | 4.1 | 39 | -4 | 7.3 | -3.5 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 4.1 | 35 | 0 | 7.8 | -2.9 |
STRV | Strive 500 ETF | 4.1 | 5 | 30 | 6.3 | -4.5 |
VOTE | Engine No. 1 Transform 500 ETF | 4.1 | 5 | 30 | 6.3 | -4.4 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 4.1 | 7 | 28 | 6.3 | -4.5 |
BKUS | BNY Mellon Sustainable US Equity ETF | 4.1 | 60 | -25 | 5.7 | -5.0 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 4.1 | 2 | 33 | 6.3 | -4.5 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 4.1 | 10 | 25 | 6.6 | -4.2 |
VV | Vanguard Large-Cap Index Fund | 4.0 | 4 | 31 | 6.3 | -4.5 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 4.0 | 0 | 35 | 6.3 | -4.4 |
ESGV | Vanguard ESG U.S. Stock ETF | 4.0 | 9 | 26 | 6.2 | -4.5 |
KRMA | Global X Conscious Companies ETF | 4.0 | 43 | -8 | 6.5 | -4.3 |
RECS | Columbia Research Enhanced Core ETF | 4.0 | 15 | 20 | 7.3 | -3.5 |
PBUS | Invesco PureBeta MSCI USA ETF | 4.0 | 4 | 31 | 6.3 | -4.4 |
ILCB | iShares Morningstar U.S. Equity ETF | 4.0 | 3 | 32 | 6.3 | -4.5 |
SCHX | Schwab U.S. Large-Cap ETF | 4.0 | 3 | 32 | 6.3 | -4.5 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 4.0 | 20 | 15 | 7.1 | -3.7 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 3.9 | 35 | 0 | 7.0 | -3.8 |
ADME | Aptus Drawdown Managed Equity ETF | 3.9 | 79 | -44 | 5.6 | -5.1 |
SPTM | SPDR Portfolio Total Stock Market ETF | 3.9 | 3 | 32 | 6.5 | -4.2 |
IWB | iShares Russell 1000 ETF | 3.9 | 15 | 20 | 6.1 | -4.6 |
VONE | Vanguard Russell 1000 ETF | 3.9 | 8 | 27 | 6.2 | -4.5 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 3.9 | 9 | 26 | 6.5 | -4.2 |
SCHK | Schwab 1000 Index ETF | 3.9 | 5 | 30 | 6.2 | -4.5 |
DFUS | Dimensional U.S. Equity ETF | 3.8 | 11 | 24 | 6.3 | -4.5 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 3.8 | 29 | 6 | 7.7 | -3.0 |
IYY | iShares Dow Jones U.S. ETF | 3.8 | 20 | 15 | 6.1 | -4.7 |
IMCB | iShares Morningstar Mid-Cap ETF | 3.8 | 4 | 31 | 6.4 | -4.3 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 3.8 | 4 | 31 | 6.4 | -4.3 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 3.8 | 11 | 24 | 6.2 | -4.5 |
QUS | SPDR MSCI USA StrategicFactors ETF | 3.8 | 15 | 20 | 6.9 | -3.9 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 3.8 | 8 | 27 | 7.2 | -3.5 |
PZLD | Puzzle Divdend Leaders | 3.7 | 10 | 25 | 6.8 | -3.9 |
DFAU | Dimensional US Core Equity Market ETF | 3.7 | 12 | 23 | 6.4 | -4.4 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 3.7 | 45 | -10 | 6.1 | -4.7 |
CGGR | Capital Group Growth ETF | 3.7 | 39 | -4 | 4.6 | -6.1 |
BFOR | Barron's 400 ETF | 3.7 | 65 | -30 | 8.9 | -1.9 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 3.6 | 60 | -25 | 8.3 | -2.4 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 3.6 | 3 | 32 | 6.0 | -4.8 |
SCHB | Schwab U.S. Broad Market ETF | 3.6 | 3 | 32 | 6.1 | -4.6 |
IWV | iShares Russell 3000 ETF | 3.6 | 20 | 15 | 5.9 | -4.8 |
VTHR | Vanguard Russell 3000 Index Fund | 3.6 | 10 | 25 | 6.0 | -4.7 |
VTI | Vanguard Total Stock Market Index Fund | 3.6 | 3 | 32 | 6.0 | -4.8 |
ESGS | Columbia Sustainable U.S. Equity Income ETF | 3.6 | 35 | 0 | 7.6 | -3.1 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 3.6 | 15 | 20 | 6.5 | -4.3 |
STCE | Schwab Crypto Thematic ETF | 3.6 | 30 | 5 | 0.4 | -10.3 |
VALQ | American Century STOXX U.S. Quality Value ETF | 3.6 | 29 | 6 | 10.3 | -0.5 |
BUZZ | VanEck Social Sentiment ETF | 3.6 | 75 | -40 | 1.6 | -9.2 |
VDNI | V-Shares US Leadership Diversity ETF | 3.5 | 29 | 6 | 6.8 | -4.0 |
ECOZ | TrueMark ESG Active Opportunities ETF | 3.5 | 58 | -23 | 5.3 | -5.5 |
JHMM | John Hancock Multifactor Mid Cap ETF | 3.5 | 41 | -6 | 7.3 | -3.5 |
VO | Vanguard Mid-Cap Index Fund | 3.5 | 4 | 31 | 6.3 | -4.4 |
IVLC | Invesco US Large Cap Core ESG ETF | 3.4 | 48 | -13 | 6.0 | -4.7 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 3.4 | 28 | 7 | 7.3 | -3.5 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 3.4 | 52 | -17 | 7.9 | -2.9 |
WLDR | Affinity World Leaders Equity ETF | 3.4 | 67 | -32 | 9.2 | -1.5 |
GSPY | Gotham Enhanced 500 ETF | 3.4 | 50 | -15 | 7.0 | -3.8 |
EDOW | First Trust Dow 30 Equal Weight ETF | 3.4 | 50 | -15 | 7.2 | -3.6 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 3.4 | 42 | -7 | 6.6 | -4.2 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 3.3 | 25 | 10 | 6.5 | -4.2 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 3.3 | 19 | 16 | 6.8 | -4.0 |
EUSA | iShares MSCI USA Equal Weighted ETF | 3.2 | 9 | 26 | 6.2 | -4.6 |
RNLC | Large Cap US Equity Select ETF | 3.2 | 60 | -25 | 7.2 | -3.6 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 3.2 | 65 | -30 | 7.2 | -3.6 |
ACVF | American Conservative Values ETF | 3.2 | 75 | -40 | 5.5 | -5.3 |
SIZE | iShares MSCI USA Size Factor ETF | 3.2 | 15 | 20 | 5.9 | -4.8 |
SUSA | iShares MSCI USA ESG Select ETF | 3.2 | 25 | 10 | 6.0 | -4.7 |
FDWM | Fidelity Women's Leadership ETF | 3.2 | 59 | -24 | 6.1 | -4.7 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 3.2 | 37 | -2 | 8.8 | -1.9 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 3.2 | 65 | -30 | 9.4 | -1.3 |
IQSU | IQ Candriam ESG US Equity ETF | 3.1 | 9 | 26 | 6.0 | -4.8 |
NULC | Nuveen ESG Large-Cap ETF | 3.1 | 20 | 15 | 6.2 | -4.6 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 3.1 | 65 | -30 | 5.4 | -5.4 |
IWR | iShares Russell Midcap ETF | 3.0 | 18 | 17 | 6.1 | -4.7 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 3.0 | 15 | 20 | 13.8 | +3.0 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 3.0 | 9 | 26 | 7.0 | -3.7 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 3.0 | 10 | 25 | 6.0 | -4.8 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 3.0 | 15 | 20 | 6.0 | -4.7 |
IOO | iShares Global 100 ETF | 3.0 | 40 | -5 | 6.8 | -4.0 |
SSPY | Syntax Stratified LargeCap ETF | 3.0 | 30 | 5 | 7.1 | -3.7 |
RUFF | Alpha Dog ETF | 2.9 | 90 | -55 | 6.0 | -4.8 |
LYFE | 2nd Vote Life Neutral Plus ETF | 2.9 | 75 | -40 | 8.0 | -2.7 |
SFY | SoFi Select 500 ETF | 2.9 | 0 | 35 | 6.4 | -4.4 |
TOK | iShares MSCI Kokusai ETF | 2.9 | 25 | 10 | 6.5 | -4.3 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 2.9 | 9 | 26 | 6.6 | -4.1 |
PWC | Invesco Dynamic Market ETF | 2.9 | 60 | -25 | 7.4 | -3.4 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 2.8 | 20 | 15 | 8.0 | -2.7 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 2.8 | 25 | 10 | 6.4 | -4.3 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 2.8 | 85 | -50 | 6.9 | -3.9 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.8 | 12 | 23 | 6.3 | -4.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 2.7 | 9 | 26 | 6.3 | -4.4 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 2.7 | 29 | 6 | 7.8 | -2.9 |
SMOT | VanEck Morningstar SMID Moat ETF | 2.7 | 49 | -14 | 7.8 | -2.9 |
URTH | iShares MSCI World ETF | 2.7 | 24 | 11 | 6.6 | -4.2 |
ACSI | American Customer Satisfaction Core Alpha ETF | 2.7 | 65 | -30 | 4.7 | -6.0 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 2.7 | 10 | 25 | 5.9 | -4.8 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 2.7 | 16 | 19 | 6.7 | -4.1 |
SATO | Invesco Alerian Galaxy Crypto Economy ETF | 2.7 | 60 | -25 | -25.2 | -36.0 |
JOET | Virtus Terranova US Quality Momentum ETF | 2.6 | 29 | 6 | 6.8 | -4.0 |
LVOL | American Century Low Volatility ETF | 2.6 | 29 | 6 | 5.7 | -5.1 |
DGT | SPDR Global Dow ETF | 2.5 | 50 | -15 | 7.4 | -3.3 |
VEGN | US Vegan Climate ETF | 2.5 | 60 | -25 | 6.0 | -4.7 |
CGUS | Capital Group Core Equity ETF | 2.5 | 33 | 2 | 6.3 | -4.4 |
USXF | iShares ESG Advanced MSCI USA ETF | 2.5 | 10 | 25 | 6.2 | -4.5 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 2.4 | 29 | 6 | 6.4 | -4.4 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 2.4 | 20 | 15 | 6.8 | -3.9 |
ACWI | iShares MSCI ACWI ETF | 2.4 | 32 | 3 | 6.6 | -4.1 |
TMFC | Motley Fool 100 Index ETF | 2.3 | 50 | -15 | 5.2 | -5.5 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 2.3 | 75 | -40 | 7.0 | -3.7 |
HKND | Humankind US Stock ETF | 2.3 | 11 | 24 | 7.8 | -2.9 |
KOCG | FIS Knights of Columbus Global Belief ETF | 2.3 | 75 | -40 | 7.8 | -2.9 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.3 | 10 | 25 | 6.4 | -4.4 |
CVAR | Cultivar ETF | 2.3 | 87 | -52 | 8.1 | -2.6 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.3 | 10 | 25 | 6.3 | -4.4 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 2.3 | 55 | -20 | 6.5 | -4.3 |
GVLU | Gotham 1000 Value ETF | 2.2 | 50 | -15 | 10.1 | -0.6 |
TMFM | Motley Fool Mid-Cap Growth ETF | 2.2 | 85 | -50 | 4.5 | -6.3 |
QDF | FlexShares Quality Dividend Index Fund | 2.2 | 37 | -2 | 8.0 | -2.8 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 2.2 | 18 | 17 | 8.3 | -2.5 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 2.2 | 37 | -2 | 7.7 | -3.1 |
VT | Vanguard Total World Stock ETF | 2.1 | 7 | 28 | 6.7 | -4.1 |
QWLD | SPDR MSCI World StrategicFactors ETF | 2.1 | 30 | 5 | 7.0 | -3.7 |
AHOY | Newday Ocean Health ETF | 2.1 | 75 | -40 | 5.9 | -4.9 |
HEET | Hartford Schroders ESG US Equity ETF | 2.0 | 39 | -4 | 7.4 | -3.3 |
DSI | iShares MSCI KLD 400 Social ETF | 2.0 | 25 | 10 | 6.4 | -4.4 |
AFLG | First Trust Active Factor Large Cap ETF | 2.0 | 55 | -20 | 7.4 | -3.3 |
GDIV | Harbor Dividend Growth Leaders ETF | 2.0 | 50 | -15 | 7.3 | -3.5 |
TMFG | Motley Fool Global Opportunities ETF | 2.0 | 85 | -50 | 4.3 | -6.5 |
DON | WisdomTree U.S. MidCap Dividend Fund | 2.0 | 38 | -3 | 8.5 | -2.2 |
DURA | VanEck Morningstar Durable Dividend ETF | 2.0 | 29 | 6 | 8.6 | -2.2 |
FQAL | Fidelity Quality Factor ETF | 2.0 | 29 | 6 | 7.5 | -3.3 |
JSTC | Adasina Social Justice All Cap Global ETF | 2.0 | 89 | -54 | 6.2 | -4.5 |
NTZG | Nuveen Global Net Zero Transition ETF | 1.9 | 55 | -20 | 5.6 | -5.1 |
ROUS | Hartford Multifactor US Equity ETF | 1.9 | 19 | 16 | 8.1 | -2.6 |
WTV | WisdomTree US Value Fund | 1.9 | 12 | 23 | 9.0 | -1.7 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.9 | 12 | 23 | 6.5 | -4.3 |
EGIS | 2nd Vote Society Defended ETF | 1.9 | 75 | -40 | 7.3 | -3.4 |
UVDV | UVA Dividend Value ETF | 1.9 | 80 | -45 | 7.6 | -3.2 |
FVD | First Trust Value Line Dividend Index Fund | 1.8 | 67 | -32 | 6.4 | -4.3 |
SYLD | Cambria Shareholder Yield ETF | 1.8 | 59 | -24 | 11.0 | +0.3 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 1.8 | 53 | -18 | 8.7 | -2.0 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 1.8 | 45 | -10 | 5.0 | -5.7 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 1.8 | 24 | 11 | 8.4 | -2.4 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 1.8 | 64 | -29 | 7.5 | -3.2 |
ACWF | iShares MSCI Global Multifactor ETF | 1.8 | 35 | 0 | 9.4 | -1.3 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 1.7 | 38 | -3 | 10.0 | -0.8 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 1.6 | 20 | 15 | 6.4 | -4.3 |
TMFX | Motley Fool Next Index ETF | 1.6 | 50 | -15 | 3.7 | -7.0 |
BOSS | Global X Founder-Run Companies ETF | 1.6 | 45 | -10 | 2.7 | -8.0 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 1.5 | 20 | 15 | 10.1 | -0.7 |
KOIN | Innovation Shares NextGen Protocol ETF | 1.4 | 75 | -40 | 8.9 | -1.9 |
CRPT | First Trust SkyBridge Crypto Industry and Digital Economy ET | 1.4 | 85 | -50 | 1.2 | -9.6 |
BCDF | Horizon Kinetics Blockchain Development ETF | 1.4 | 85 | -50 | 1.1 | -9.6 |
GFOF | Grayscale Future of Finance ETF | 1.4 | 70 | -35 | -2.3 | -13.0 |
VBR | Vanguard Small Cap Value Index Fund | 1.4 | 7 | 28 | 8.2 | -2.5 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 1.4 | 29 | 6 | 5.7 | -5.0 |
JEPI | JPMorgan Equity Premium Income ETF | 1.3 | 35 | 0 | 5.9 | -4.9 |
CGDV | Capital Group Dividend Value ETF | 1.3 | 33 | 2 | 6.6 | -4.1 |
BLES | Inspire Global Hope Large Cap ETF | 1.3 | 49 | -14 | 6.4 | -4.4 |
VFMF | Vanguard U.S. Multifactor ETF | 1.3 | 18 | 17 | 9.4 | -1.3 |
SDGS | Newday Sustainable Development Equity ETF | 1.3 | 75 | -40 | 6.0 | -4.7 |
BOUT | Innovator IBD Breakout Opportunities ETF | 1.3 | 80 | -45 | 5.4 | -5.3 |
OSCV | Opus Small Cap Value Plus ETF | 1.3 | 79 | -44 | 5.9 | -4.8 |
GURU | Global X Guru Index ETF | 1.2 | 75 | -40 | 3.8 | -7.0 |
SCHM | Schwab U.S. Mid-Cap ETF | 1.1 | 4 | 31 | 6.1 | -4.7 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 1.1 | 17 | 18 | 5.3 | -5.4 |
FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 1.1 | 61 | -26 | 7.8 | -3.0 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 1.1 | 81 | -46 | 3.6 | -7.2 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 1.1 | 49 | -14 | 6.7 | -4.1 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 1.0 | 35 | 0 | 7.4 | -3.4 |
FSMD | Fidelity Small-Mid Factor ETF | 1.0 | 29 | 6 | 8.3 | -2.4 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 1.0 | 17 | 18 | 8.0 | -2.7 |
TPLC | Timothy Plan US Large Cap Core ETF | 0.9 | 52 | -17 | 6.4 | -4.4 |
STLV | iShares Factors US Value Style ETF | 0.9 | 25 | 10 | 9.7 | -1.0 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.9 | 20 | 15 | 8.4 | -2.3 |
OALC | OneAscent Large Cap Core ETF | 0.9 | 76 | -41 | 6.5 | -4.3 |
UPWD | JPMorgan Social Advancement ETF | 0.9 | 49 | -14 | 6.5 | -4.3 |
ETHO | Etho Climate Leadership U.S. ETF | 0.9 | 47 | -12 | 4.6 | -6.2 |
VB | Vanguard Small-Cap ETF | 0.9 | 5 | 30 | 5.6 | -5.2 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.9 | 6 | 29 | 4.7 | -6.0 |
BIBL | Inspire ETF | 0.9 | 35 | 0 | 5.4 | -5.4 |
SFYX | Sofi Next 500 ETF | 0.9 | 0 | 35 | 6.0 | -4.7 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 0.8 | 39 | -4 | 11.4 | +0.6 |
NUSC | Nuveen ESG Small-Cap ETF | 0.8 | 30 | 5 | 5.7 | -5.1 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 0.8 | 6 | 29 | 5.4 | -5.4 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 0.8 | 10 | 25 | 6.3 | -4.4 |
IYJ | iShares U.S. Industrials ETF | 0.8 | 39 | -4 | 6.0 | -4.8 |
RNMC | Mid Cap US Equity Select ETF | 0.8 | 60 | -25 | 8.6 | -2.1 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 0.8 | 12 | 23 | 6.5 | -4.2 |
VAMO | Cambria Value & Momentum ETF | 0.8 | 64 | -29 | 9.7 | -1.0 |
SMMD | iShares Russell 2500 ETF | 0.7 | 15 | 20 | 5.8 | -4.9 |
VOT | Vanguard Mid-Cap Growth Index Fund | 0.7 | 7 | 28 | 4.6 | -6.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.7 | 25 | 10 | 7.3 | -3.4 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.7 | 70 | -35 | 11.8 | +1.1 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 0.7 | 15 | 20 | 8.1 | -2.7 |
TPHD | Timothy Plan High Dividend Stock ETF | 0.7 | 52 | -17 | 6.8 | -4.0 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 0.7 | 52 | -17 | 6.8 | -3.9 |
FDMO | Fidelity Momentum Factor ETF | 0.7 | 29 | 6 | 6.0 | -4.8 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 0.6 | 30 | 5 | 8.2 | -2.6 |
ISMD | Inspire Small/Mid Cap Impact ETF | 0.6 | 48 | -13 | 6.3 | -4.5 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.6 | 21 | 14 | 4.5 | -6.3 |
CGGO | Capital Group Global Growth Equity ETF | 0.6 | 47 | -12 | 4.3 | -6.5 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.6 | 29 | 6 | 8.5 | -2.3 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.6 | 59 | -24 | 8.1 | -2.7 |
USMF | WisdomTree U.S. Multifactor Fund | 0.6 | 28 | 7 | 8.3 | -2.4 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 0.5 | 59 | -24 | 7.3 | -3.5 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 0.5 | 24 | 11 | 8.6 | -2.1 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 0.5 | 15 | 20 | 7.5 | -3.2 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.5 | 15 | 20 | 8.1 | -2.6 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 0.5 | 12 | 23 | 7.5 | -3.3 |
MDY | SPDR S&P Midcap 400 ETF Trust | 0.5 | 22 | 13 | 7.3 | -3.5 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.5 | 23 | 12 | 4.7 | -6.0 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 0.5 | 17 | 18 | 7.1 | -3.7 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 0.5 | 15 | 20 | 7.1 | -3.7 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 0.5 | 15 | 20 | 7.2 | -3.5 |
FCPI | Fidelity Stocks for Inflation ETF | 0.4 | 29 | 6 | 9.3 | -1.5 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 0.4 | 10 | 25 | 7.5 | -3.2 |
IJH | iShares Core S&P Mid-Cap ETF | 0.4 | 5 | 30 | 7.5 | -3.3 |
SPMD | SPDR Portfolio Mid Cap ETF | 0.4 | 5 | 30 | 7.5 | -3.3 |
SPMO | Invesco S&P 500 Momentum ETF | 0.4 | 13 | 22 | 6.4 | -4.4 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 0.4 | 15 | 20 | 8.0 | -2.7 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 0.4 | 18 | 17 | 7.8 | -2.9 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 0.4 | 15 | 20 | 7.9 | -2.9 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.4 | 50 | -15 | 2.7 | -8.1 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.4 | 59 | -24 | 5.1 | -5.7 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.4 | 30 | 5 | 8.9 | -1.9 |
VXF | Vanguard Extended Market Index Fund | 0.3 | 6 | 29 | 3.7 | -7.1 |
FBCG | Fidelity Blue Chip Growth ETF | 0.3 | 59 | -24 | 3.0 | -7.8 |
VFQY | Vanguard U.S. Quality Factor ETF | 0.3 | 13 | 22 | 8.3 | -2.4 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 0.2 | 40 | -5 | 7.2 | -3.6 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.2 | 7 | 28 | 5.7 | -5.0 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.2 | 52 | -17 | 6.2 | -4.6 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.2 | 27 | 8 | 6.8 | -3.9 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.2 | 60 | -25 | 5.1 | -5.7 |
ILCG | iShares Morningstar Growth ETF | 0.2 | 4 | 31 | 5.1 | -5.7 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.2 | 63 | -28 | 3.6 | -7.2 |
VBK | Vanguard Small-Cap Growth Index Fund | 0.2 | 7 | 28 | 1.4 | -9.4 |
VUG | Vanguard Growth Index Fund | 0.1 | 4 | 31 | 5.4 | -5.3 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 0.1 | 25 | 10 | 6.4 | -4.4 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.1 | 39 | -4 | 9.4 | -1.3 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.1 | 40 | -5 | 4.8 | -6.0 |
JQUA | JPMorgan U.S. Quality Factor ETF | 0.1 | 12 | 23 | 6.9 | -3.8 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.1 | 49 | -14 | 7.7 | -3.1 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.1 | 8 | 27 | 5.9 | -4.9 |
IWF | iShares Russell 1000 Growth ETF | 0.1 | 18 | 17 | 5.8 | -5.0 |
DFAS | Dimensional U.S. Small Cap ETF | 0.1 | 28 | 7 | 6.5 | -4.2 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.1 | 20 | 15 | 8.0 | -2.8 |
SMDY | Syntax Stratified MidCap ETF | 0.1 | 35 | 0 | 7.1 | -3.7 |
QLV | FlexShares US Quality Low Volatility Index Fund | 0.1 | 22 | 13 | 6.2 | -4.6 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.0 | 19 | 16 | 7.3 | -3.4 |
IUSG | iShares Core S&P US Growth ETF | 0.0 | 4 | 31 | 6.4 | -4.3 |
ARB | AltShares Merger Arbitrage ETF | -1.2 | 67 | -32 | 7.8 | -3.0 |
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%.
Content on this tab for subscribers only**
RESULTS & ESTIMATES
2017 | 2018 | 2019 | 2020 | 2021 | 2022E | 2023E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
Content on this tab for subscribers only
VALUATION METRICS
2021 | 2022E | 2023E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Invesco KBW Bank ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
|
MODERN PORTFOLIO THEORY
![]() |
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|