Invesco KBW Bank ETF
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- 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 |
Website | www.invesco.com |
Inception date | Nov 01, 2011 |
Assets (mns) | $3,554 |
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) | $175,838 |
Large cap (>$10bn) | 96.1% |
Mid cap ($2-10bn) | 3.9% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
JPMORGAN CHASE & CO | 8.4 % |
MORGAN STANLEY | 8.3 % |
GOLDMAN SACHS GROUP INC | 8.2 % |
BANK OF AMERICA CORP | 8.2 % |
WELLS FARGO & CO | 8.1 % |
CITIGROUP INC | 4.3 % |
STATE STREET CORP | 4.3 % |
CAPITAL ONE FINANCIAL CORP | 4.1 % |
BANK OF NEW YORK MELLON CORP | 4.1 % |
TRUIST FINANCIAL CORPORATION | 4.0 % | Total | 61.9 % |
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UNITED STATES | 99.5 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
8.8% | 48.2% | 8.8% | 10.2% | 12.6% |
versus... | Beta | R-squared |
S&P500 | 1.12 | 39% |
MSCI EAFE | 1.10 | 38% |
MSCI Emg. Mkts. | 0.83 | 22% |
Recent close | $71.70 |
30d moving avg. | $67.71 |
Annualized volatility | 30.7% |
Short interest (ETF) | 2.8% |
Short interest (Underlying) | 1.4% |
Relative strength (RSI) | 61 |
Avg. volume (thou.) | 1,811 |
Turnover | 3.7% |
Bid/Ask (% of price) | 0.03% |
ADV underlying (mns) | $6,709 |
FINDING ALTERNATIVE FUNDS
Below is a list of 479 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™: | 7.1% |
Ticker | Fund Name |
Overlap1 vs KBWB (%) |
Expense ratio (bp) |
Savings vs KBWB (bp) |
ALTAR Score™ (%) |
ALTAR vs KBWB (%) |
FTXO | First Trust Nasdaq Bank ETF | 61.9 | 60 | -25 | 7.7 | +0.6 |
DFNL | Davis Select Financial ETF | 40.2 | 63 | -28 | 6.4 | -0.7 |
IAT | iShares U.S. Regional Banks ETF | 39.7 | 40 | -5 | 8.6 | +1.5 |
IYG | iShares US Financial Services ETF | 34.8 | 40 | -5 | 4.7 | -2.4 |
IYF | iShares U.S. Financials ETF | 33.7 | 40 | -5 | 5.3 | -1.9 |
XLF | Financial Select Sector SPDR Fund | 30.9 | 9 | 26 | 5.1 | -2.0 |
VFH | Vanguard Financials ETF | 28.9 | 10 | 25 | 5.5 | -1.6 |
GSIB | Themes Global Systemically Important Banks ETF | 28.6 | 35 | 0 | 11.6 | +4.5 |
FNCL | Fidelity MSCI Financials Index ETF | 28.4 | 8 | 27 | 5.4 | -1.7 |
RSPF | Invesco S&P 500 Equal Weight Financials ETF | 26.0 | 40 | -5 | 6.1 | -1.1 |
KRE | SPDR S&P Regional Banking ETF | 24.1 | 35 | 0 | 8.4 | +1.2 |
KBE | SPDR S&P Bank ETF | 22.9 | 35 | 0 | 8.5 | +1.4 |
FOVL | iShares Focused Value Factor ETF | 21.2 | 25 | 10 | 8.4 | +1.3 |
ICAP | InfraCap Equity Income Fund ETF | 20.9 | 171 | -136 | 5.5 | -1.6 |
UDI | USCF Dividend Income Fund | 19.8 | 65 | -30 | 7.3 | +0.2 |
FXO | First Trust Financials AlphaDEX Fund | 19.6 | 62 | -27 | 7.4 | +0.3 |
IXG | iShares Global Financials ETF | 19.4 | 42 | -7 | 5.8 | -1.4 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 19.0 | 13 | 22 | 9.8 | +2.7 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 18.0 | 39 | -4 | 7.7 | +0.6 |
IAI | iShares U.S. Broker-Dealers & Securities Exchanges ETF | 16.5 | 40 | -5 | 4.2 | -3.0 |
USCF | Themes US Cash Flow Champions ETF | 16.5 | 29 | 6 | 7.7 | +0.6 |
PWV | Invesco Large Cap Value ETF | 15.9 | 55 | -20 | 7.2 | +0.1 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 15.3 | 15 | 20 | 6.5 | -0.6 |
DUSA | Davis Select U.S. Equity ETF | 15.3 | 61 | -26 | 7.3 | +0.2 |
STXV | Strive 1000 Value ETF | 14.4 | 18 | 17 | 7.7 | +0.6 |
REVS | Columbia Research Enhanced Value ETF | 14.0 | 19 | 16 | 7.4 | +0.2 |
RDVY | First Trust Rising Dividend Achievers ETF | 14.0 | 50 | -15 | 9.5 | +2.4 |
NUDV | Nuveen ESG Dividend ETF | 13.9 | 26 | 9 | 7.4 | +0.3 |
DFUV | Dimensional US Marketwide Value ETF | 13.8 | 22 | 13 | 7.3 | +0.2 |
DVY | iShares Select Dividend ETF | 13.8 | 38 | -3 | 8.4 | +1.3 |
DFLV | Dimensional US Large Cap Value ETF | 13.6 | 22 | 13 | 7.6 | +0.5 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 13.1 | 7 | 28 | 9.2 | +2.1 |
DIVL | Madison Dividend Value ETF | 12.6 | 65 | -30 | 5.8 | -1.3 |
VYM | Vanguard High Dividend Yield Index ETF | 12.5 | 6 | 29 | 6.8 | -0.4 |
FBCV | Fidelity Blue Chip Value ETF | 12.5 | 59 | -24 | 7.4 | +0.3 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 12.2 | 39 | -4 | 9.4 | +2.2 |
DIVB | iShares Core Dividend ETF | 12.1 | 5 | 30 | 7.5 | +0.4 |
MGV | Vanguard Mega Cap Value ETF | 12.0 | 7 | 28 | 6.4 | -0.7 |
DIVG | Invesco S&P 500 High Dividend Growers ETF | 12.0 | 39 | -4 | 7.8 | +0.7 |
IWX | iShares Russell Top 200 Value ETF | 11.9 | 20 | 15 | 6.0 | -1.1 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 11.7 | 16 | 19 | 5.2 | -1.9 |
QUVU | Hartford Quality Value ETF | 11.5 | 46 | -11 | 6.5 | -0.6 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd ETF | 11.3 | 35 | 0 | 7.7 | +0.6 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 11.3 | 38 | -3 | 7.6 | +0.5 |
LYLD | Cambria Large Cap Shareholder Yield ETF | 11.2 | 59 | -24 | 9.4 | +2.3 |
VOOV | Vanguard S&P 500 Value ETF | 10.9 | 10 | 25 | 6.6 | -0.5 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 10.8 | 38 | -3 | 5.8 | -1.3 |
DGRO | iShares Core Dividend Growth ETF | 10.8 | 8 | 27 | 6.3 | -0.8 |
VLUE | iShares MSCI USA Value Factor ETF | 10.8 | 15 | 20 | 10.5 | +3.4 |
JAVA | JPMorgan Active Value ETF | 10.8 | 44 | -9 | 5.7 | -1.4 |
ULVM | VictoryShares US Value Momentum ETF | 10.7 | 20 | 15 | 7.2 | +0.1 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 10.7 | 60 | -25 | 7.1 | -0.0 |
PRF | Invesco FTSE RAFI US 1000 ETF | 10.7 | 39 | -4 | 6.8 | -0.3 |
FDRR | Fidelity Dividend ETF for Rising Rates | 10.6 | 15 | 20 | 7.4 | +0.3 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 10.4 | 45 | -10 | 9.3 | +2.2 |
VTV | Vanguard Value ETF | 10.4 | 4 | 31 | 6.6 | -0.5 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 10.4 | 28 | 7 | 5.8 | -1.3 |
NULV | Nuveen ESG Large-Cap Value ETF | 10.4 | 26 | 9 | 6.4 | -0.7 |
VLU | SPDR S&P 1500 Value Tilt ETF | 10.1 | 12 | 23 | 6.7 | -0.4 |
SWP | SWP Growth & Income ETF | 10.1 | 99 | -64 | 4.2 | -3.0 |
FELV | Fidelity Enhanced Large Cap Value ETF | 9.8 | 18 | 17 | 6.4 | -0.7 |
SPDG | SPDR Portfolio S&P Sector Neutral Dividend ETF | 9.7 | 5 | 30 | 7.2 | +0.1 |
DIVY | Sound Equity Dividend Income ETF | 9.7 | 45 | -10 | 11.1 | +4.0 |
SCHV | Schwab U.S. Large-Cap Value ETF | 9.7 | 4 | 31 | 6.5 | -0.6 |
MTUM | iShares MSCI USA Momentum Factor ETF | 9.6 | 15 | 20 | 3.8 | -3.3 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 9.6 | 18 | 17 | 6.5 | -0.6 |
BBLU | EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF | 9.4 | 15 | 20 | 5.6 | -1.5 |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 9.4 | 7 | 28 | 7.4 | +0.3 |
DTD | WisdomTree U.S. Total Dividend Fund | 9.3 | 28 | 7 | 6.0 | -1.1 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 9.1 | 59 | -24 | 8.7 | +1.6 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 9.1 | 60 | -25 | 9.0 | +1.9 |
RAFE | PIMCO RAFI ESG U.S. ETF | 9.1 | 29 | 6 | 7.6 | +0.5 |
ILCV | iShares Morningstar Value ETF | 9.1 | 4 | 31 | 6.3 | -0.8 |
EQWL | Invesco S&P 100 Equal Weight ETF | 9.0 | 25 | 10 | 6.4 | -0.7 |
VONV | Vanguard Russell 1000 Value ETF | 9.0 | 8 | 27 | 6.3 | -0.8 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 8.9 | 25 | 10 | 7.0 | -0.1 |
IWD | iShares Russell 1000 Value ETF | 8.9 | 19 | 16 | 6.2 | -0.9 |
KCE | SPDR S&P Capital Markets ETF | 8.8 | 35 | 0 | 5.9 | -1.2 |
SCHD | Schwab US Dividend Equity ETF | 8.8 | 6 | 29 | 9.8 | +2.6 |
GVUS | Marketbeta Russell 1000 Value Equity ETF | 8.8 | 12 | 23 | 6.2 | -0.9 |
FLV | American Century Focused Large Cap Value ETF | 8.7 | 42 | -7 | 6.5 | -0.6 |
QLC | FlexShares US Quality Large Cap Index Fund | 8.7 | 25 | 10 | 5.4 | -1.7 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 8.6 | 52 | -17 | 10.7 | +3.6 |
VFVA | Vanguard U.S. Value Factor ETF | 8.6 | 13 | 22 | 9.9 | +2.8 |
GRNY | Fundstrat Granny Shots US Large Cap ETF | 8.5 | 75 | -40 | 3.4 | -3.7 |
BLCV | iShares Large Cap Value Active ETF | 8.4 | 53 | -18 | 8.0 | +0.9 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 8.3 | 25 | 10 | 6.9 | -0.2 |
SPMO | Invesco S&P 500 Momentum ETF | 8.2 | 13 | 22 | 3.6 | -3.5 |
DVND | Touchstone Dividend Select ETF | 8.1 | 67 | -32 | 5.7 | -1.4 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 8.1 | 79 | -44 | 4.6 | -2.5 |
TBG | TBG Dividend Focus ETF | 8.0 | 59 | -24 | 6.9 | -0.2 |
FPAG | FPA Global Equity ETF | 8.0 | 49 | -14 | 5.2 | -1.9 |
PFM | Invesco Dividend Achievers ETF | 7.9 | 53 | -18 | 5.3 | -1.8 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 7.8 | 50 | -15 | 7.1 | -0.0 |
DHS | WisdomTree U.S. High Dividend Fund | 7.7 | 38 | -3 | 7.8 | +0.7 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 7.7 | 60 | -25 | 6.3 | -0.9 |
RWL | Invesco S&P 500 Revenue ETF | 7.6 | 39 | -4 | 7.1 | -0.1 |
JPEF | JPMorgan Equity Focus ETF | 7.6 | 50 | -15 | 3.9 | -3.2 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 7.5 | 32 | 3 | 4.6 | -2.5 |
SPDV | AAM S&P 500 High Dividend Value ETF | 7.5 | 29 | 6 | 10.1 | +3.0 |
VIG | Vanguard Dividend Appreciation ETF | 7.4 | 6 | 29 | 5.6 | -1.5 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 7.4 | 60 | -25 | 9.8 | +2.7 |
USMC | Principal U.S. Mega-Cap ETF | 7.3 | 12 | 23 | 4.3 | -2.8 |
MODL | VictoryShares WestEnd U.S. Sector ETF | 7.3 | 42 | -7 | 4.7 | -2.4 |
ACSI | American Customer Satisfaction ETF | 7.3 | 65 | -30 | 4.4 | -2.7 |
IVE | iShares S&P 500 Value ETF | 7.2 | 18 | 17 | 6.1 | -1.0 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 7.2 | 4 | 31 | 6.3 | -0.8 |
BKWO | BNY Mellon Women's Opportunities ETF | 7.1 | 50 | -15 | 3.8 | -3.3 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 7.1 | 38 | -3 | 4.8 | -2.3 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 7.0 | 30 | 5 | 4.6 | -2.6 |
RECS | Columbia Research Enhanced Core ETF | 7.0 | 15 | 20 | 5.9 | -1.2 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 6.9 | 6 | 29 | 7.9 | +0.8 |
IUSV | iShares Core S&P US Value ETF | 6.9 | 4 | 31 | 6.4 | -0.7 |
EDOW | First Trust Dow 30 Equal Weight ETF | 6.8 | 50 | -15 | 5.1 | -2.0 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 6.7 | 60 | -25 | 4.9 | -2.2 |
AVLV | Avantis U.S. Large Cap Value ETF | 6.7 | 15 | 20 | 7.2 | +0.1 |
SHE | SPDR MSCI USA Gender Diversity ETF | 6.6 | 20 | 15 | 4.7 | -2.4 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 6.5 | 36 | -1 | 4.6 | -2.5 |
EPS | WisdomTree U.S. LargeCap Fund | 6.5 | 8 | 27 | 5.6 | -1.5 |
RPV | Invesco S&P 500 Pure Value ETF | 6.5 | 35 | 0 | 12.2 | +5.1 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 6.4 | 9 | 26 | 5.2 | -1.9 |
XMAG | Defiance Large Cap ex-Mag 7 ETF | 6.4 | 35 | 0 | 5.0 | -2.1 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 6.4 | 75 | -40 | 5.7 | -1.5 |
BDIV | AAM Brentview Dividend Growth ETF | 6.3 | 49 | -14 | 4.4 | -2.8 |
RFFC | ALPS Active Equity Opportunity ETF | 6.3 | 48 | -13 | 4.3 | -2.8 |
JOET | Virtus Terranova US Quality Momentum ETF | 6.2 | 29 | 6 | 4.4 | -2.7 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 6.2 | 65 | -30 | 7.6 | +0.5 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 6.1 | 59 | -24 | 5.7 | -1.4 |
INEQ | Columbia International Equity Income ETF | 6.1 | 45 | -10 | 6.5 | -0.6 |
PY | Principal Value ETF | 6.1 | 15 | 20 | 7.1 | 0.0 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 6.0 | 12 | 23 | 4.5 | -2.6 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 5.9 | 20 | 15 | 4.9 | -2.2 |
SDOG | ALPS Sector Dividend Dogs ETF | 5.9 | 36 | -1 | 9.1 | +2.0 |
AVSU | Avantis Responsible U.S. Equity ETF | 5.9 | 15 | 20 | 6.2 | -1.0 |
FDWM | Fidelity Women's Leadership ETF | 5.8 | 59 | -24 | 4.7 | -2.4 |
INRO | iShares U.S. Industry Rotation Active ETF | 5.8 | 42 | -7 | 4.5 | -2.7 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 5.8 | 75 | -40 | 4.9 | -2.2 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 5.7 | 61 | -26 | 1.6 | -5.5 |
HLGE | Hartford Longevity Economy ETF | 5.7 | 44 | -9 | 6.0 | -1.1 |
VFMF | Vanguard U.S. Multifactor ETF | 5.6 | 18 | 17 | 8.4 | +1.2 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 5.6 | 20 | 15 | 6.8 | -0.4 |
BGIG | Bahl & Gaynor Income Growth ETF | 5.5 | 45 | -10 | 5.1 | -2.1 |
SNPE | Xtrackers S&P 500 ESG ETF | 5.5 | 10 | 25 | 5.1 | -2.0 |
FCFY | First Trust S&P 500 Diversified Free Cash Flow ETF | 5.5 | 60 | -25 | 8.7 | +1.6 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 5.4 | 68 | -33 | 3.2 | -3.9 |
FDVV | Fidelity High Dividend ETF | 5.4 | 15 | 20 | 8.8 | +1.7 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 5.4 | 11 | 24 | 4.8 | -2.3 |
JVAL | JPMorgan U.S. Value Factor ETF | 5.4 | 12 | 23 | 8.3 | +1.2 |
FVAL | Fidelity Value Factor ETF | 5.4 | 15 | 20 | 6.9 | -0.2 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 5.4 | 29 | 6 | 6.4 | -0.7 |
OEF | iShares S&P 100 ETF | 5.3 | 20 | 15 | 4.7 | -2.4 |
NULC | Nuveen ESG Large-Cap ETF | 5.3 | 21 | 14 | 4.9 | -2.2 |
USCL | iShares Climate Conscious & Transition MSCI USA ETF | 5.3 | 8 | 27 | 4.9 | -2.3 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 5.3 | 42 | -7 | 5.0 | -2.1 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 5.3 | 60 | -25 | 5.1 | -2.0 |
AVUS | Avantis U.S. Equity ETF | 5.2 | 15 | 20 | 5.7 | -1.5 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 5.2 | 55 | -20 | 4.6 | -2.5 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 5.2 | 80 | -45 | 6.6 | -0.5 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 5.2 | 65 | -30 | 7.8 | +0.7 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 5.2 | 49 | -14 | 4.7 | -2.4 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 5.2 | 7 | 28 | 4.9 | -2.3 |
DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 5.1 | 49 | -14 | 10.5 | +3.4 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 5.1 | 29 | 6 | 4.9 | -2.2 |
VFMO | Vanguard U.S. Momentum Factor ETF | 5.1 | 13 | 22 | 2.6 | -4.6 |
LCF | Touchstone US Large Cap Focused ETF | 5.0 | 69 | -34 | 4.0 | -3.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 5.0 | 67 | -32 | 8.9 | +1.8 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 5.0 | 14 | 21 | 4.9 | -2.2 |
WBIY | WBI Power Factor High Dividend ETF | 5.0 | 100 | -65 | 11.8 | +4.7 |
MBOX | Freedom Day Dividend ETF | 4.9 | 39 | -4 | 7.6 | +0.5 |
EQRR | ProShares Equities for Rising Rates ETF | 4.9 | 35 | 0 | 8.2 | +1.1 |
JHML | John Hancock Multifactor Large Cap ETF | 4.9 | 29 | 6 | 5.3 | -1.8 |
MGC | Vanguard Mega Cap ETF | 4.9 | 7 | 28 | 4.8 | -2.3 |
LRGC | AB US Large Cap Strategic Equities ETF | 4.9 | 48 | -13 | 4.6 | -2.6 |
MOTE | VanEck Morningstar ESG Moat ETF | 4.8 | 49 | -14 | 5.8 | -1.4 |
XVV | iShares ESG Screened S&P 500 ETF | 4.8 | 8 | 27 | 4.9 | -2.2 |
CGDG | Capital Group Dividend Growers ETF | 4.8 | 47 | -12 | 6.4 | -0.7 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 4.8 | 9 | 26 | 4.7 | -2.4 |
CVLC | Calvert US Large-Cap Core Responsible Index ETF | 4.7 | 15 | 20 | 4.9 | -2.2 |
ADME | Aptus Drawdown Managed Equity ETF | 4.7 | 79 | -44 | 4.1 | -3.1 |
CGUS | Capital Group Core Equity ETF | 4.7 | 33 | 2 | 4.3 | -2.8 |
IWL | iShares Russell Top 200 ETF | 4.6 | 15 | 20 | 4.7 | -2.4 |
FDMO | Fidelity Momentum Factor ETF | 4.6 | 15 | 20 | 3.9 | -3.2 |
USSE | Segall Bryant & Hamill Select Equity ETF | 4.6 | 65 | -30 | 3.7 | -3.4 |
GSPY | Gotham Enhanced 500 ETF | 4.5 | 50 | -15 | 5.1 | -2.0 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 4.5 | 20 | 15 | 4.8 | -2.3 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 4.5 | 10 | 25 | 5.4 | -1.7 |
MAGA | Point Bridge America First ETF | 4.5 | 72 | -37 | 6.1 | -1.0 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 4.5 | 27 | 8 | 6.8 | -0.3 |
VV | Vanguard Large-Cap ETF | 4.5 | 4 | 31 | 4.9 | -2.2 |
VOO | Vanguard S&P 500 ETF | 4.5 | 3 | 32 | 5.0 | -2.1 |
LRGF | iShares U.S. Equity Factor ETF | 4.4 | 8 | 27 | 5.6 | -1.6 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 4.4 | 9 | 26 | 4.9 | -2.2 |
IVV | iShares Core S&P 500 ETF | 4.4 | 3 | 32 | 5.0 | -2.1 |
SPY | SPDR S&P 500 ETF Trust | 4.4 | 9 | 26 | 4.9 | -2.2 |
SPLG | SPDR Portfolio S&P 500 ETF | 4.4 | 2 | 33 | 5.0 | -2.1 |
SFY | SoFi Select 500 ETF | 4.4 | 0 | 35 | 4.6 | -2.6 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 4.4 | 0 | 35 | 4.9 | -2.2 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 4.4 | 7 | 28 | 4.9 | -2.2 |
ESGU | iShares ESG Aware MSCI USA ETF | 4.4 | 15 | 20 | 4.9 | -2.2 |
QLTY | GMO U.S. Quality ETF | 4.4 | 50 | -15 | 4.8 | -2.3 |
STRV | Strive 500 ETF | 4.4 | 5 | 30 | 4.9 | -2.2 |
PBUS | Invesco MSCI USA ETF | 4.3 | 4 | 31 | 4.9 | -2.2 |
APUE | ActivePassive U.S. Equity ETF | 4.3 | 45 | -10 | 4.7 | -2.4 |
KLMN | Invesco MSCI North America Climate ETF | 4.3 | 9 | 26 | -0.1 | -7.2 |
VOE | Vanguard Mid-Cap Value ETF | 4.3 | 7 | 28 | 7.2 | +0.1 |
CGDV | Capital Group Dividend Value ETF | 4.3 | 33 | 2 | 5.0 | -2.1 |
ESGV | Vanguard ESG U.S. Stock ETF | 4.3 | 9 | 26 | 4.8 | -2.3 |
ILCB | iShares Morningstar U.S. Equity ETF | 4.3 | 3 | 32 | 4.9 | -2.2 |
JGLO | JPMorgan Global Select Equity ETF | 4.3 | 33 | 2 | 4.6 | -2.6 |
VOTE | TCW Transform 500 ETF | 4.3 | 5 | 30 | 4.9 | -2.3 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 4.2 | 39 | -4 | 8.6 | +1.5 |
SCHX | Schwab U.S. Large-Cap ETF | 4.2 | 3 | 32 | 4.9 | -2.2 |
VONE | Vanguard Russell 1000 ETF | 4.2 | 8 | 27 | 4.9 | -2.2 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 4.2 | 2 | 33 | 4.9 | -2.2 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 4.2 | 3 | 32 | 5.1 | -2.0 |
IWB | iShares Russell 1000 ETF | 4.1 | 15 | 20 | 4.8 | -2.3 |
IYY | iShares Dow Jones U.S. ETF | 4.1 | 20 | 15 | 4.8 | -2.4 |
DFUS | Dimensional U.S. Equity ETF | 4.1 | 9 | 26 | 4.9 | -2.3 |
CFA | VictoryShares US 500 Volatility Wtd ETF | 4.1 | 35 | 0 | 5.7 | -1.4 |
SCHK | Schwab 1000 Index ETF | 4.1 | 5 | 30 | 4.9 | -2.2 |
CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 4.1 | 40 | -5 | 5.6 | -1.5 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 4.1 | 11 | 24 | 4.9 | -2.2 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 4.1 | 75 | -40 | 4.9 | -2.3 |
OALC | OneAscent Large Cap Core ETF | 4.1 | 86 | -51 | 4.4 | -2.7 |
BPAY | BlackRock Future Financial and Technology ETF | 4.1 | 70 | -35 | 7.8 | +0.7 |
DWLD | Davis Select Worldwide ETF | 4.1 | 63 | -28 | 6.7 | -0.5 |
FDFF | Fidelity Disruptive Finance ETF | 4.1 | 50 | -15 | 3.3 | -3.8 |
XLG | Invesco S&P 500 Top 50 ETF | 4.1 | 20 | 15 | 4.5 | -2.6 |
RVRB | Reverb ETF | 4.1 | 30 | 5 | 4.7 | -2.4 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 4.1 | 25 | 10 | 5.2 | -1.9 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 4.1 | 56 | -21 | 6.5 | -0.6 |
FELC | Fidelity Enhanced Large Cap Core ETF | 4.0 | 18 | 17 | 5.2 | -1.9 |
DCOR | Dimensional US Core Equity 1 ETF | 4.0 | 14 | 21 | 5.3 | -1.8 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 4.0 | 9 | 26 | 4.8 | -2.3 |
KOCG | FIS Knights of Columbus Global Belief ETF | 4.0 | 75 | -40 | 4.7 | -2.5 |
QUS | SPDR MSCI USA StrategicFactors ETF | 4.0 | 15 | 20 | 5.7 | -1.4 |
DGT | SPDR Global Dow ETF | 4.0 | 50 | -15 | 6.4 | -0.7 |
VTI | Vanguard Total Stock Market ETF | 4.0 | 3 | 32 | 4.8 | -2.4 |
VTHR | Vanguard Russell 3000 ETF | 4.0 | 10 | 25 | 4.8 | -2.3 |
QDF | FlexShares Quality Dividend Index Fund | 4.0 | 37 | -2 | 6.1 | -1.0 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 4.0 | 9 | 26 | 5.4 | -1.7 |
VUSE | Vident U.S. Equity Strategy ETF | 4.0 | 50 | -15 | 4.4 | -2.7 |
IOO | iShares Global 100 ETF | 4.0 | 41 | -6 | 4.7 | -2.4 |
IWV | iShares Russell 3000 ETF | 3.9 | 20 | 15 | 4.6 | -2.5 |
AIEQ | AI Powered Equity ETF | 3.9 | 75 | -40 | 4.9 | -2.2 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 3.9 | 3 | 32 | 4.8 | -2.3 |
SCHB | Schwab U.S. Broad Market ETF | 3.9 | 3 | 32 | 4.9 | -2.3 |
CVY | Invesco Zacks Multi-Asset Income ETF | 3.9 | 106 | -71 | 9.0 | +1.9 |
DFSU | Dimensional US Sustainability Core 1 ETF | 3.9 | 18 | 17 | 5.4 | -1.7 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 3.9 | 9 | 26 | 5.9 | -1.2 |
DFAU | Dimensional US Core Equity Market ETF | 3.9 | 12 | 23 | 5.0 | -2.1 |
ROUS | Hartford Multifactor US Equity ETF | 3.9 | 19 | 16 | 7.1 | 0.0 |
TOPT | iShares Top 20 U.S. Stocks ETF | 3.9 | 20 | 15 | 3.9 | -3.2 |
AUSF | Global X Adaptive U.S. Factor ETF | 3.8 | 27 | 8 | 9.2 | +2.1 |
RSP | Invesco S&P 500 Equal Weight ETF | 3.8 | 20 | 15 | 6.5 | -0.7 |
GDIV | Harbor Dividend Growth Leaders ETF | 3.8 | 50 | -15 | 5.4 | -1.8 |
DFVX | Dimensional US Large Cap Vector ETF | 3.8 | 22 | 13 | 6.1 | -1.0 |
MDLV | Morgan Dempsey Large Cap Value ETF | 3.8 | 58 | -23 | 8.0 | +0.9 |
VNSE | Natixis Vaughan Nelson Select ETF | 3.7 | 80 | -45 | 3.1 | -4.0 |
SMCF | Themes US Small Cap Cash Flow Champions ETF | 3.7 | 29 | 6 | 11.0 | +3.9 |
HKND | Humankind US Stock ETF | 3.7 | 11 | 24 | 7.5 | +0.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 3.6 | 9 | 26 | 5.2 | -1.9 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 3.6 | 17 | 18 | 5.4 | -1.7 |
DEW | WisdomTree Global High Dividend Fund | 3.6 | 58 | -23 | 8.2 | +1.1 |
IMCB | iShares Morningstar Mid-Cap ETF | 3.5 | 4 | 31 | 5.7 | -1.4 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 3.5 | 59 | -24 | 2.5 | -4.6 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 3.4 | 65 | -30 | 5.1 | -2.0 |
CZA | Invesco Zacks Mid-Cap ETF | 3.4 | 72 | -37 | 5.8 | -1.3 |
IWS | iShares Russell Mid-Cap Value ETF | 3.4 | 23 | 12 | 6.5 | -0.7 |
GINX | SGI Enhanced Global Income ETF | 3.4 | 98 | -63 | 7.5 | +0.4 |
TOK | iShares MSCI Kokusai ETF | 3.4 | 26 | 9 | 4.9 | -2.2 |
KRMA | Global X Conscious Companies ETF | 3.4 | 43 | -8 | 5.8 | -1.3 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 3.3 | 9 | 26 | 5.1 | -2.0 |
FMDE | Fidelity Enhanced Mid Cap ETF | 3.3 | 23 | 12 | 5.5 | -1.6 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 3.3 | 15 | 20 | 5.6 | -1.5 |
FLDZ | RiverNorth Patriot ETF | 3.3 | 75 | -40 | 5.5 | -1.7 |
EUSA | iShares MSCI USA Equal Weighted ETF | 3.2 | 9 | 26 | 6.1 | -1.0 |
YALL | God Bless America ETF | 3.2 | 65 | -30 | 3.5 | -3.6 |
SCAP | InfraCap Small Cap Income ETF | 3.2 | 135 | -100 | 8.3 | +1.2 |
URTH | iShares MSCI World ETF | 3.2 | 24 | 11 | 5.0 | -2.1 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 3.2 | 15 | 20 | 4.5 | -2.7 |
SIZE | iShares MSCI USA Size Factor ETF | 3.1 | 15 | 20 | 6.1 | -1.1 |
GFGF | Guru Favorite Stocks ETF Guru Favorite Stocks Fund | 3.1 | 65 | -30 | 3.6 | -3.5 |
BLCR | iShares Large Cap Core Active ETF | 3.1 | 36 | -1 | 4.3 | -2.8 |
KLMT | Invesco MSCI Global Climate 500 ETF | 3.1 | 10 | 25 | 5.2 | -1.9 |
AGQI | First Trust Active Global Quality Income ETF | 3.1 | 85 | -50 | 5.4 | -1.7 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 3.1 | 20 | 15 | 5.1 | -2.0 |
ACVF | American Conservative Values ETF | 3.0 | 75 | -40 | 4.3 | -2.8 |
SSPY | Syntax Stratified LargeCap ETF | 3.0 | 30 | 5 | 6.7 | -0.4 |
JHMM | John Hancock Multifactor Mid Cap ETF | 3.0 | 42 | -7 | 6.1 | -1.0 |
ACWI | iShares MSCI ACWI ETF | 2.9 | 32 | 3 | 5.1 | -2.0 |
SHUS | Syntax Stratified U.S. Total Market Hedged ETF | 2.9 | 65 | -30 | 6.3 | -0.8 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 2.9 | 31 | 4 | 6.7 | -0.4 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.8 | 12 | 23 | 4.6 | -2.5 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 2.8 | 20 | 15 | 9.6 | +2.5 |
HDUS | Hartford Disciplined US Equity ETF | 2.8 | 19 | 16 | 5.8 | -1.3 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.7 | 52 | -17 | 5.4 | -1.8 |
HOMZ | Hoya Capital Housing ETF | 2.7 | 30 | 5 | 7.8 | +0.7 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 2.7 | 37 | -2 | 6.1 | -1.0 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.7 | 15 | 20 | 4.6 | -2.5 |
GRPM | Invesco S&P MidCap 400 GARP ETF | 2.6 | 35 | 0 | 8.1 | +0.9 |
MOAT | VanEck Morningstar Wide Moat ETF | 2.6 | 46 | -11 | 6.2 | -0.9 |
CAML | Congress Large Cap Growth ETF | 2.6 | 66 | -31 | 3.2 | -3.9 |
VT | Vanguard Total World Stock ETF | 2.6 | 7 | 28 | 5.4 | -1.7 |
SUSA | iShares MSCI USA ESG Select ETF | 2.6 | 25 | 10 | 5.1 | -2.0 |
ITAN | Sparkline Intangible Value ETF | 2.5 | 50 | -15 | 5.9 | -1.2 |
WLDR | Affinity World Leaders Equity ETF | 2.5 | 67 | -32 | 7.5 | +0.4 |
IWR | iShares Russell Midcap ETF | 2.5 | 19 | 16 | 5.5 | -1.6 |
GLOF | iShares Global Equity Factor ETF | 2.5 | 20 | 15 | 6.6 | -0.5 |
MVAL | VanEck Morningstar Wide Moat Value ETF | 2.4 | 49 | -14 | 6.9 | -0.2 |
BGDV | Bahl & Gaynor Dividend ETF | 2.4 | 45 | -10 | 4.6 | -2.5 |
USXF | iShares ESG Advanced MSCI USA ETF | 2.4 | 10 | 25 | 5.1 | -2.0 |
NUSC | Nuveen ESG Small-Cap ETF | 2.4 | 31 | 4 | 5.2 | -1.9 |
TMFC | Motley Fool 100 Index ETF | 2.3 | 50 | -15 | 3.7 | -3.4 |
INCE | Franklin Income Equity Focus ETF | 2.3 | 29 | 6 | 5.8 | -1.4 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 2.3 | 75 | -40 | 3.8 | -3.3 |
FSST | Fidelity Sustainable U.S. Equity ETF | 2.3 | 59 | -24 | 1.9 | -5.2 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.3 | 10 | 25 | 5.3 | -1.8 |
DON | WisdomTree U.S. MidCap Dividend Fund | 2.3 | 38 | -3 | 8.3 | +1.2 |
VO | Vanguard Mid-Cap ETF | 2.3 | 4 | 31 | 5.4 | -1.7 |
DIHP | Dimensional International High Profitability ETF | 2.3 | 29 | 6 | 7.1 | -0.0 |
LGRO | Level Four Large Cap Growth Active ETF | 2.2 | 55 | -20 | 4.0 | -3.1 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.2 | 10 | 25 | 5.3 | -1.8 |
QWLD | SPDR MSCI World StrategicFactors ETF | 2.2 | 30 | 5 | 6.0 | -1.1 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2.2 | 50 | -15 | 8.1 | +1.0 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 2.1 | 35 | 0 | 3.7 | -3.4 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 2.1 | 60 | -25 | 4.0 | -3.2 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 2.0 | 15 | 20 | 7.1 | +0.0 |
QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 2.0 | 39 | -4 | 3.5 | -3.6 |
FTDS | First Trust Dividend Strength ETF | 2.0 | 70 | -35 | 8.6 | +1.5 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 2.0 | 10 | 25 | 4.3 | -2.8 |
QOWZ | Invesco Nasdaq Free Cash Flow Achievers ETF | 2.0 | 39 | -4 | 4.1 | -3.0 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 2.0 | 25 | 10 | 5.7 | -1.5 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.9 | 64 | -29 | 1.9 | -5.2 |
SPGP | Invesco S&P 500 GARP ETF | 1.9 | 34 | 1 | 8.6 | +1.5 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 1.9 | 10 | 25 | 4.4 | -2.7 |
DSI | iShares MSCI KLD 400 Social ETF | 1.9 | 25 | 10 | 5.2 | -1.9 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.9 | 4 | 31 | 5.8 | -1.3 |
IVW | iShares S&P 500 Growth ETF | 1.9 | 18 | 17 | 4.0 | -3.2 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 1.9 | 4 | 31 | 4.1 | -3.0 |
IUSG | iShares Core S&P U.S. Growth ETF | 1.9 | 4 | 31 | 4.1 | -3.0 |
FDLO | Fidelity Low Volatility Factor ETF | 1.9 | 15 | 20 | 5.3 | -1.8 |
VAMO | Cambria Value & Momentum ETF | 1.8 | 61 | -26 | 6.1 | -1.0 |
STXM | Strive Mid-Cap ETF | 1.8 | 18 | 17 | 6.1 | -1.0 |
FVD | First Trust Value Line Dividend Index Fund | 1.8 | 65 | -30 | 6.4 | -0.7 |
USMF | WisdomTree U.S. Multifactor Fund | 1.8 | 28 | 7 | 6.4 | -0.7 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 1.8 | 30 | 5 | 7.6 | +0.4 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 1.8 | 17 | 18 | 5.1 | -2.0 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.8 | 18 | 17 | 7.7 | +0.6 |
SATO | Invesco Alerian Galaxy Crypto Economy ETF | 1.7 | 61 | -26 | -3.0 | -10.1 |
IJH | iShares Core S&P Mid-Cap ETF | 1.7 | 5 | 30 | 6.5 | -0.6 |
BITQ | Bitwise Crypto Industry Innovators ETF | 1.7 | 85 | -50 | -3.1 | -10.3 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 1.7 | 15 | 20 | 5.1 | -2.0 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 1.7 | 3 | 32 | 6.5 | -0.6 |
PKW | Invesco Buyback Achievers ETF | 1.7 | 62 | -27 | 6.6 | -0.5 |
MDY | SPDR S&P Midcap 400 ETF Trust | 1.7 | 24 | 11 | 6.3 | -0.8 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 1.7 | 18 | 17 | 7.9 | +0.8 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 1.7 | 15 | 20 | 7.9 | +0.8 |
GLBL | Pacer MSCI World Industry Advantage ETF | 1.7 | 65 | -30 | 4.5 | -2.6 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 1.7 | 28 | 7 | 5.5 | -1.6 |
BFOR | ALPS Barron's 400 ETF | 1.6 | 65 | -30 | 5.8 | -1.3 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 1.6 | 15 | 20 | 7.2 | +0.1 |
ETHO | Etho Climate Leadership U.S. ETF | 1.6 | 47 | -12 | 3.5 | -3.6 |
DFSV | Dimensional US Small Cap Value ETF | 1.6 | 31 | 4 | 8.8 | +1.7 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 1.6 | 15 | 20 | 6.9 | -0.2 |
GURU | Global X Guru Index ETF | 1.6 | 75 | -40 | 1.7 | -5.4 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 1.6 | 12 | 23 | 6.4 | -0.7 |
VFQY | Vanguard U.S. Quality Factor ETF | 1.6 | 13 | 22 | 6.4 | -0.7 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 1.6 | 20 | 15 | 6.8 | -0.3 |
DFAT | Dimensional U.S. Targeted Value ETF | 1.6 | 28 | 7 | 8.0 | +0.9 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 1.6 | 70 | -35 | 10.5 | +3.4 |
SMOT | VanEck Morningstar SMID Moat ETF | 1.5 | 49 | -14 | 5.8 | -1.4 |
SCHM | Schwab U.S. Mid-Cap ETF | 1.5 | 4 | 31 | 6.0 | -1.1 |
SFYX | SoFi Next 500 ETF | 1.5 | 0 | 35 | 4.8 | -2.4 |
FCPI | Fidelity Stocks for Inflation ETF | 1.5 | 15 | 20 | 7.8 | +0.7 |
ISCV | iShares Morningstar Small Cap Value ETF | 1.5 | 6 | 29 | 8.0 | +0.9 |
XMMO | Invesco S&P MidCap Momentum ETF | 1.5 | 34 | 1 | 5.8 | -1.3 |
VBR | Vanguard Small Cap Value ETF | 1.5 | 7 | 28 | 8.0 | +0.9 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 1.4 | 20 | 15 | 6.6 | -0.5 |
CSMD | Congress SMid Growth ETF | 1.4 | 69 | -34 | 4.5 | -2.7 |
RSMC | Rockefeller U.S. Small-Mid Cap ETF | 1.4 | 75 | -40 | 5.5 | -1.7 |
MVPA | Miller Value Partners Appreciation ETF | 1.4 | 60 | -25 | 10.0 | +2.9 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 1.4 | 10 | 25 | 6.5 | -0.6 |
VEGN | US Vegan Climate ETF | 1.4 | 60 | -25 | 4.4 | -2.7 |
HDV | iShares Core High Dividend ETF | 1.4 | 8 | 27 | 7.1 | -0.0 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 1.4 | 24 | 11 | 7.9 | +0.8 |
AFLG | First Trust Active Factor Large Cap ETF | 1.4 | 55 | -20 | 6.1 | -1.0 |
GINN | Goldman Sachs Innovate Equity ETF | 1.4 | 52 | -17 | 2.4 | -4.7 |
FSMD | Fidelity Small-Mid Multifactor ETF | 1.3 | 15 | 20 | 6.4 | -0.7 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 1.3 | 24 | 11 | 7.0 | -0.1 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 1.3 | 50 | -15 | 4.4 | -2.7 |
JHSC | John Hancock Multifactor Small Cap ETF | 1.3 | 42 | -7 | 6.3 | -0.8 |
DURA | VanEck Durable High Dividend ETF | 1.2 | 29 | 6 | 7.8 | +0.7 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 1.2 | 15 | 20 | 5.9 | -1.2 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 1.2 | 15 | 20 | 7.7 | +0.6 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 1.2 | 60 | -25 | 7.0 | -0.1 |
STXD | Strive 1000 Dividend Growth ETF | 1.2 | 35 | 0 | 5.2 | -1.9 |
DEUS | Xtrackers Russell US Multifactor ETF | 1.2 | 17 | 18 | 7.0 | -0.1 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.2 | 12 | 23 | 4.3 | -2.8 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 1.2 | 75 | -40 | 6.7 | -0.4 |
EZM | WisdomTree U.S. MidCap Fund | 1.1 | 38 | -3 | 8.4 | +1.3 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 1.1 | 17 | 18 | 4.9 | -2.2 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.1 | 39 | -4 | 7.8 | +0.7 |
CHGX | AXS Change Finance ESG ETF | 1.1 | 49 | -14 | 5.4 | -1.7 |
RGEF | Rockefeller Global Equity ETF | 1.0 | 55 | -20 | 4.4 | -2.7 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 1.0 | 25 | 10 | 5.2 | -1.9 |
IYJ | iShares U.S. Industrials ETF | 1.0 | 40 | -5 | 4.6 | -2.6 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 1.0 | 15 | 20 | 4.7 | -2.4 |
ROE | Astoria US Quality Kings ETF | 1.0 | 49 | -14 | 7.3 | +0.2 |
SPLV | Invesco S&P 500 Low Volatility ETF | 1.0 | 25 | 10 | 5.2 | -2.0 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 1.0 | 52 | -17 | 5.5 | -1.7 |
WDIV | SPDR S&P Global Dividend ETF | 1.0 | 40 | -5 | 9.6 | +2.4 |
CGGR | Capital Group Growth ETF | 1.0 | 39 | -4 | 2.6 | -4.5 |
JGRO | JPMorgan Active Growth ETF | 1.0 | 44 | -9 | 3.6 | -3.5 |
WCEO | Hypatia Women CEO ETF | 0.9 | 85 | -50 | 4.7 | -2.4 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.9 | 7 | 28 | 5.7 | -1.4 |
TPHD | Timothy Plan High Dividend Stock ETF | 0.9 | 52 | -17 | 6.7 | -0.4 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 0.9 | 54 | -19 | 6.7 | -0.4 |
FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 0.9 | 61 | -26 | 6.4 | -0.7 |
PDP | Invesco Dorsey Wright Momentum ETF | 0.8 | 62 | -27 | 3.3 | -3.9 |
JHDV | John Hancock U.S. High Dividend ETF | 0.8 | 34 | 1 | 6.8 | -0.3 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.8 | 49 | -14 | 5.7 | -1.5 |
CGGO | Capital Group Global Growth Equity ETF | 0.8 | 47 | -12 | 4.4 | -2.7 |
NIXT | Research Affiliates Deletions ETF | 0.8 | 9 | 26 | 5.4 | -1.7 |
VB | Vanguard Small-Cap ETF | 0.8 | 5 | 30 | 5.0 | -2.1 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 0.8 | 15 | 20 | 6.0 | -1.2 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 0.8 | 30 | 5 | 7.9 | +0.8 |
FBCG | Fidelity Blue Chip Growth ETF | 0.8 | 59 | -24 | 2.8 | -4.3 |
SMMD | iShares Russell 2500 ETF | 0.8 | 15 | 20 | 5.6 | -1.5 |
ISCB | iShares Morningstar Small-Cap ETF | 0.7 | 4 | 31 | 5.2 | -1.9 |
VALQ | American Century U.S. Quality Value ETF | 0.7 | 29 | 6 | 7.1 | -0.0 |
FQAL | Fidelity Quality Factor ETF | 0.7 | 15 | 20 | 5.8 | -1.3 |
SPHB | Invesco S&P 500 High Beta ETF | 0.7 | 25 | 10 | 4.7 | -2.4 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 0.7 | 60 | -25 | 4.9 | -2.2 |
TTAC | FCF US Quality ETF | 0.7 | 59 | -24 | 5.9 | -1.2 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.7 | 70 | -35 | 2.8 | -4.3 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.7 | 89 | -54 | 4.4 | -2.7 |
VXF | Vanguard Extended Market ETF | 0.7 | 6 | 29 | 3.5 | -3.6 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.7 | 75 | -40 | 4.6 | -2.5 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 0.6 | 10 | 25 | 5.5 | -1.6 |
WTV | WisdomTree US Value Fund of Benef Interest | 0.6 | 12 | 23 | 9.3 | +2.2 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.6 | 65 | -30 | 6.8 | -0.3 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 0.6 | 10 | 25 | 6.7 | -0.4 |
DANA | Dana Unconstrained Equity ETF | 0.6 | 50 | -15 | 2.3 | -4.8 |
JEPI | JPMorgan Equity Premium Income ETF | 0.6 | 35 | 0 | 5.3 | -1.8 |
DFAS | Dimensional U.S. Small Cap ETF | 0.6 | 26 | 9 | 5.7 | -1.4 |
BLES | Inspire Global Hope ETF | 0.5 | 61 | -26 | 6.5 | -0.6 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.5 | 30 | 5 | 6.3 | -0.9 |
ISMD | Inspire Small/Mid Cap ETF | 0.5 | 54 | -19 | 4.3 | -2.8 |
OUSA | ALPS O'Shares U.S. Quality Dividend ETF | 0.5 | 48 | -13 | 6.0 | -1.1 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.5 | 60 | -25 | 5.9 | -1.2 |
STXG | Strive 1000 Growth ETF | 0.5 | 18 | 17 | 4.0 | -3.1 |
TMFX | Motley Fool Next Index ETF | 0.4 | 50 | -15 | 2.9 | -4.2 |
PTL | Inspire 500 ETF | 0.4 | 9 | 26 | 5.7 | -1.4 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 0.4 | 95 | -60 | 0.7 | -6.4 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.4 | 6 | 29 | 3.7 | -3.4 |
TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.4 | 52 | -17 | 5.4 | -1.7 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.4 | 58 | -23 | 5.4 | -1.8 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 0.3 | 60 | -25 | 6.0 | -1.2 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 0.3 | 15 | 20 | 8.6 | +1.4 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 0.3 | 25 | 10 | 7.2 | +0.1 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.3 | 21 | 14 | 3.9 | -3.2 |
QLV | FlexShares US Quality Low Volatility Index Fund | 0.3 | 22 | 13 | 5.7 | -1.4 |
BIBL | Inspire 100 ETF | 0.3 | 35 | 0 | 5.3 | -1.8 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 0.3 | 25 | 10 | 6.1 | -1.1 |
TXS | Texas Capital Texas Equity Index ETF | 0.3 | 49 | -14 | 4.9 | -2.3 |
OPTZ | Optimize Strategy Index ETF | 0.2 | 50 | -15 | 3.1 | -4.0 |
GGUS | Marketbeta Russell 1000 Growth Equity ETF | 0.2 | 12 | 23 | 4.6 | -2.6 |
IWY | iShares Russell Top 200 Growth ETF | 0.2 | 20 | 15 | 4.6 | -2.5 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.2 | 29 | 6 | 4.3 | -2.8 |
VONG | Vanguard Russell 1000 Growth ETF | 0.2 | 8 | 27 | 4.6 | -2.6 |
IWF | iShares Russell 1000 Growth ETF | 0.2 | 19 | 16 | 4.4 | -2.7 |
AVUV | Avantis U.S. Small Cap Value ETF | 0.2 | 25 | 10 | 8.9 | +1.8 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.2 | 19 | 16 | 6.2 | -0.9 |
QGRO | American Century U.S. Quality Growth ETF | 0.2 | 29 | 6 | 3.4 | -3.7 |
ILCG | iShares Morningstar Growth ETF | 0.1 | 4 | 31 | 3.8 | -3.3 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.1 | 13 | 22 | 5.6 | -1.6 |
GVLU | Gotham 1000 Value ETF | 0.0 | 50 | -15 | 8.0 | +0.9 |
DFND | Siren DIVCON Dividend Defender ETF | -2.4 | 189 | -154 | 0.0 | -7.1 |
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
2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | |
---|---|---|---|---|---|---|---|
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 |
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VALUATION METRICS
2023 | 2024E | 2025E | |
---|---|---|---|
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: |
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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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