SPDR S&P Insurance ETF
ALTAR
Score™		 8.2% info Recommen-
dation		 OVERWEIGHT
2023E    2024E
P/E
ratio		 11.4x P/Sales
ratio		 1.2x
P/BV
ratio		 1.0x Div.
yield		 2.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The SPDR S&P Insurance ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Insurance Select Industry Index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Nov 08, 2005
Assets (mns) $537
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 48
Wgt avg mkt cap (mns) $22,755
Large cap (>$10bn) 55.3%
Mid cap ($2-10bn) 41.8%
Small cap (<$2bn) 0.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
METLIFE INC 2.5 %
FIDELITY NATIONAL FINANCIAL, INC - 2.5 %
BRIGHTHOUSE FINANCIAL, INC. 2.4 %
PRUDENTIAL FINANCIAL INC 2.4 %
RYAN SPECIALTY HOLDINGS, INC. CLAS 2.4 %
AMERICAN EQUITY INVT LIFE HL 2.4 %
KINSALE CAPITAL GROUP, INC. 2.4 %
BROWN & BROWN INC 2.3 %
MARKEL CORP 2.3 %
LINCOLN NATIONAL CORP 2.3 %
Total 23.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.7 %
BERMUDA 10.7 %
SWITZERLAND 2.3 %
IRELAND 2.2 %
BRITAIN 1.9 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
4.6% 13.8% 7.9% 10.9% 6.9%

Market Correlations
versus... Beta R-squared
S&P500 0.79 53%
MSCI EAFE 0.77 52%
MSCI Emg. Mkts. 0.48 20%

Technical Indicators
Recent close $43.29
30d moving avg. $42.49
Annualized volatility 19.4%
Short interest (ETF) 19.6%
Short interest (Underlying) 2.3%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 889
Turnover 7.2%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $3,291

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 557 potential alternatives to the SPDR S&P Insurance ETF ETF based on the alternatives' overlap in portfolio holdings with KIE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: KIE Expense: 35 bp ALTAR Score™: 8.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH KIE
Ticker Fund
Name		 Overlap1
vs KIE
(%)		 Expense
ratio
(bp)		 Savings
vs KIE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs KIE
(%)
IAK iShares U.S. Insurance ETF 53.6 39 -4 7.2 -1.0
KBWP Invesco KBW Property & Casualty Insurance ETF 37.8 35 0 6.5 -1.7
RSPF Invesco S&P 500 Equal Weight Financials ETF 33.1 40 -5 8.7 +0.6
FXO First Trust Financials AlphaDEX Fund 23.1 62 -27 12.0 +3.9
IYF iShares U.S. Financials ETF 22.9 39 -4 7.6 -0.5
PFI Invesco DWA Financial Momentum ETF 17.8 60 -25 5.2 -3.0
VFH Vanguard Financials Index Fund 17.3 10 25 7.7 -0.4
FNCL Fidelity MSCI Financials Index ETF 17.3 8 27 7.8 -0.4
XLF Financial Select Sector SPDR Fund 16.8 10 25 7.2 -1.0
LGLV SPDR Russell 1000 Low Volatility ETF 12.3 12 23 6.0 -2.1
SPMV Invesco S&P 500 Minimum Variance ETF 12.2 10 25 6.2 -2.0
XMMO Invesco S&P MidCap Momentum ETF 10.8 33 2 6.7 -1.5
FOVL iShares Focused Value Factor ETF 10.3 25 10 11.9 +3.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 10.3 40 -5 7.5 -0.6
FTCS First Trust Capital Strength ETF 10.3 55 -20 6.5 -1.7
IXG iShares Global Financials ETF 9.4 42 -7 8.6 +0.4
WTV WisdomTree US Value Fund 9.4 12 23 9.1 +0.9
SPVM Invesco S&P 500 Value with Momentum ETF 9.2 39 -4 9.8 +1.6
CZA Invesco Zacks Mid-Cap ETF 9.0 69 -34 7.4 -0.8
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 9.0 20 15 9.3 +1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.9 60 -25 5.5 -2.7
VOE Vanguard Mid-Cap Value Index Fund 8.8 7 28 8.6 +0.4
PKW Invesco Buyback Achievers ETF 8.6 64 -29 9.2 +1.0
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 8.6 80 -45 7.7 -0.5
USVT US Value ETF 8.5 49 -14 11.8 +3.7
SPMO Invesco S&P 500 Momentum ETF 8.3 13 22 7.1 -1.1
DFNL Davis Select Financial ETF 8.2 63 -28 8.9 +0.7
FLV American Century Focused Large Cap Value ETF 8.1 42 -7 7.2 -1.0
RFV Invesco S&P Midcap 400 Pure Value ETF 8.0 35 0 11.4 +3.2
DVY iShares Select Dividend ETF 7.9 38 -3 10.2 +2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.9 25 10 6.5 -1.7
SPLV Invesco S&P 500 Low Volatility ETF 7.9 25 10 6.3 -1.9
USMF WisdomTree U.S. Multifactor Fund 7.7 28 7 7.8 -0.4
IPDP Dividend Performers ETF 7.6 106 -71 5.9 -2.3
XMLV Invesco S&P MidCap Low Volatility ETF 7.5 25 10 7.5 -0.7
RUNN Running Oak Efficient Growth ETF 7.4 58 -23 6.2 -2.0
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 7.4 48 -13 8.0 -0.2
LVOL American Century Low Volatility ETF 7.4 29 6 5.9 -2.2
RPV Invesco S&P 500 Pure Value ETF 7.3 35 0 12.3 +4.2
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 22 11.4 +3.3
SYLD Cambria Shareholder Yield ETF 7.2 59 -24 11.8 +3.7
VAMO Cambria Value & Momentum ETF 7.2 64 -29 11.4 +3.2
CLRG IQ Chaikin U.S. Large Cap ETF 7.1 25 10 7.3 -0.9
IMCV iShares Morningstar Mid-Cap Value ETF 7.0 6 29 9.2 +1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 6.9 39 -4 11.2 +3.0
SIXL 6 Meridian Low Beta Equity Strategy ETF 6.9 80 -45 6.0 -2.2
FDLO Fidelity Low Volatility Factor ETF 6.8 29 6 5.9 -2.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.8 60 -25 6.6 -1.6
FLRG Fidelity U.S. Multifactor ETF 6.7 29 6 7.9 -0.3
STLV iShares Factors US Value Style ETF 6.7 25 10 9.6 +1.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.6 54 -19 7.4 -0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.6 35 0 6.9 -1.3
TPHD Timothy Plan High Dividend Stock ETF 6.6 52 -17 7.0 -1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.6 55 -20 4.3 -3.9
PY Principal Shareholder Yield Index ETF 6.6 15 20 8.6 +0.4
WGRO WisdomTree U.S. Growth & Momentum Fund 6.6 55 -20 7.5 -0.7
PEY Invesco High Yield Equity Dividend Achievers ETF 6.5 53 -18 9.4 +1.3
GDIV Harbor Dividend Growth Leaders ETF 6.5 50 -15 6.8 -1.4
ETHO Etho Climate Leadership U.S. ETF 6.4 47 -12 5.6 -2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 6.4 29 6 11.2 +3.0
JSTC Adasina Social Justice All Cap Global ETF 6.4 89 -54 5.7 -2.5
TMDV ProShares Russell US Dividend Growers ETF 6.4 35 0 7.0 -1.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 6.4 60 -25 7.9 -0.2
USMV iShares Edge MSCI Min Vol USA ETF 6.3 15 20 6.5 -1.7
IWS iShares Russell Mid-Cap Value ETF 6.2 23 12 7.8 -0.4
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 6.2 20 15 5.9 -2.3
RYJ Invesco Raymond James SB-1 Equity ETF 6.2 81 -46 4.3 -3.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 6.0 85 -50 6.6 -1.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.0 15 20 6.6 -1.6
FTA First Trust Large Cap Value AlphaDEX Fund 6.0 59 -24 10.3 +2.1
PWV Invesco Dynamic Large Cap Value ETF 5.9 58 -23 9.6 +1.4
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.9 45 -10 6.1 -2.1
YPS Arrow Reverse Cap 500 ETF 5.9 29 6 6.9 -1.3
QLV FlexShares US Quality Low Volatility Index Fund 5.9 22 13 6.0 -2.2
BMVP Invesco Bloomberg MVP Multi-Factor ETF 5.8 29 6 9.2 +1.0
SDY SPDR S&P Dividend ETF 5.8 35 0 7.3 -0.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.8 35 0 7.7 -0.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.8 35 0 8.5 +0.3
DON WisdomTree U.S. MidCap Dividend Fund 5.7 38 -3 9.8 +1.6
MBOX Freedom Day Dividend ETF 5.7 39 -4 8.5 +0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.7 15 20 7.5 -0.7
VFVA Vanguard U.S. Value Factor ETF 5.6 13 22 11.8 +3.6
FUNL CornerCap Fundametrics Large-Cap ETF 5.6 50 -15 8.4 +0.3
CFA VictoryShares US 500 Volatility Weighted Index ETF 5.6 35 0 7.1 -1.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 5.5 36 -1 7.1 -1.0
FVD First Trust Value Line Dividend Index Fund 5.5 65 -30 6.9 -1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.4 70 -35 5.9 -2.3
ZECP Zacks Earnings Consistent Portfolio ETF 5.4 55 -20 6.2 -1.9
FFTY Innovator IBD 50 ETF 5.4 80 -45 3.0 -5.2
JMOM JPMorgan U.S. Momentum Factor ETF 5.4 12 23 6.2 -2.0
VEGN US Vegan Climate ETF 5.3 60 -25 5.4 -2.7
OALC OneAscent Large Cap Core ETF 5.2 82 -47 6.2 -2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.2 20 15 7.8 -0.4
NULV Nuveen ESG Large-Cap Value ETF 5.1 26 9 8.0 -0.2
MAGA Point Bridge GOP Stock Tracker ETF 5.0 72 -37 7.0 -1.2
AUSF Global X Adaptive U.S. Factor ETF 5.0 27 8 6.4 -1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 5.0 18 17 9.5 +1.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.0 15 20 9.5 +1.3
MDYV SPDR S&P 400 Mid Cap Value ETF 5.0 15 20 9.5 +1.3
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 5.0 15 20 7.2 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.9 80 -45 7.2 -1.0
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.9 30 5 9.3 +1.1
TPLC Timothy Plan US Large Cap Core ETF 4.9 52 -17 6.7 -1.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.9 58 -23 6.7 -1.5
RSP Invesco S&P 500 Equal Weight ETF 4.9 20 15 7.3 -0.9
IWR iShares Russell Midcap ETF 4.9 18 17 6.7 -1.5
VBR Vanguard Small Cap Value Index Fund 4.8 7 28 9.4 +1.3
FBCV Fidelity Blue Chip Value ETF 4.8 59 -24 7.5 -0.7
VO Vanguard Mid-Cap Index Fund 4.8 4 31 6.9 -1.3
DFLV Dimensional US Large Cap Value ETF 4.7 22 13 9.2 +1.0
RUFF Alpha Dog ETF 4.7 94 -59 5.6 -2.6
JQUA JPMorgan U.S. Quality Factor ETF 4.7 12 23 6.6 -1.5
JHMM John Hancock Multifactor Mid Cap ETF 4.7 41 -6 7.8 -0.4
ROUS Hartford Multifactor US Equity ETF 4.6 19 16 8.4 +0.3
AFLG First Trust Active Factor Large Cap ETF 4.6 55 -20 7.6 -0.6
TMFM Motley Fool Mid-Cap Growth ETF 4.6 85 -50 4.3 -3.8
SMDY Syntax Stratified MidCap ETF 4.6 35 0 8.1 -0.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.6 24 11 9.3 +1.1
FSMD Fidelity Small-Mid Factor ETF 4.6 29 6 8.5 +0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 4.6 12 23 8.3 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 4.6 80 -45 9.0 +0.9
IMCB iShares Morningstar Mid-Cap ETF 4.6 4 31 7.1 -1.1
SDOG ALPS Sector Dividend Dogs ETF 4.6 36 -1 12.0 +3.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.6 4 31 7.0 -1.1
AVLV Avantis U.S. Large Cap Value ETF 4.5 15 20 8.9 +0.7
DIVS SmartETFs Dividend Builder ETF 4.5 65 -30 5.7 -2.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 8.3 +0.2
MDY SPDR S&P Midcap 400 ETF Trust 4.5 23 12 8.2 +0.0
DIP BTD Capital Fund 4.5 129 -94 7.5 -0.6
QDF FlexShares Quality Dividend Index Fund 4.5 37 -2 7.8 -0.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.4 15 20 8.9 +0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.4 18 17 8.9 +0.7
SCHM Schwab U.S. Mid-Cap ETF 4.4 4 31 6.9 -1.3
VLU SPDR S&P 1500 Value Tilt ETF 4.4 12 23 8.4 +0.2
VIG Vanguard Dividend Appreciation Index Fund 4.4 6 29 6.3 -1.8
ACSI American Customer Satisfaction Core Alpha ETF 4.4 65 -30 6.3 -1.9
VFMF Vanguard U.S. Multifactor ETF 4.4 18 17 9.7 +1.5
FPAG FPA Global Equity ETF 4.4 49 -14 6.1 -2.0
IJH iShares Core S&P Mid-Cap ETF 4.4 5 30 8.4 +0.2
SPMD SPDR Portfolio Mid Cap ETF 4.4 3 32 8.4 +0.2
IVOO Vanguard S&P Mid-Cap 400 ETF 4.4 10 25 8.3 +0.1
PSET Principal Price Setters Index ETF 4.3 15 20 6.7 -1.4
QDIV Global X S&P 500 Quality Dividend ETF 4.3 20 15 9.9 +1.7
BKUS BNY Mellon Sustainable US Equity ETF 4.3 50 -15 5.4 -2.8
SIZE iShares MSCI USA Size Factor ETF 4.3 15 20 7.0 -1.2
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 26 7.1 -1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 4.3 67 -32 11.2 +3.1
LEAD Siren DIVCON Leaders Dividend ETF 4.3 43 -8 6.3 -1.8
SCHV Schwab U.S. Large-Cap Value ETF 4.3 4 31 7.6 -0.6
VTV Vanguard Value Index Fund 4.3 4 31 7.9 -0.3
PSCF Invesco S&P SmallCap Financials ETF 4.3 29 6 11.6 +3.5
YLDE ClearBridge Dividend Strategy ESG ETF 4.3 60 -25 6.1 -2.0
XMHQ Invesco S&P MidCap Quality ETF 4.2 25 10 9.4 +1.2
PFM Invesco Dividend Achievers ETF 4.2 53 -18 6.5 -1.7
DFUV Dimensional US Marketwide Value ETF 4.2 22 13 8.8 +0.6
VYM Vanguard High Dividend Yield Index ETF 4.2 6 29 8.3 +0.1
DFAT Dimensional U.S. Targeted Value ETF 4.2 28 7 9.5 +1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.1 9 26 7.1 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 17 6.8 -1.4
FLLV Franklin Liberty U.S. Low Volatility ETF 4.1 29 6 6.5 -1.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.1 75 -40 8.5 +0.3
ABEQ Absolute Core Strategy ETF 4.1 85 -50 4.8 -3.4
OSCV Opus Small Cap Value Plus ETF 4.1 79 -44 6.5 -1.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.1 15 20 7.5 -0.7
STXV Strive 1000 Value ETF 4.1 18 17 8.5 +0.3
NUDV Nuveen ESG Dividend ETF 4.1 26 9 8.0 -0.2
RWK Invesco S&P MidCap 400 Revenue ETF 4.0 39 -4 9.8 +1.7
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 7.5 -0.7
FTGS First Trust Growth Strength ETF 4.0 60 -25 7.9 -0.2
JAVA JPMorgan Active Value ETF 4.0 44 -9 6.9 -1.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.0 60 -25 11.5 +3.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4.0 25 10 10.0 +1.9
RDVY First Trust Rising Dividend Achievers ETF 4.0 50 -15 10.1 +2.0
PRF Invesco FTSE RAFI US 1000 ETF 4.0 39 -4 7.7 -0.5
HOMZ Hoya Capital Housing ETF 3.9 30 5 9.8 +1.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 3.9 17 18 8.1 -0.0
VUSE Vident Core US Equity Fund 3.9 50 -15 6.5 -1.7
VONV Vanguard Russell 1000 Value Index Fund 3.9 8 27 7.6 -0.6
NULC Nuveen ESG Large-Cap ETF 3.9 21 14 6.1 -2.1
IWD iShares Russell 1000 Value ETF 3.9 19 16 7.5 -0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 3.8 17 18 7.3 -0.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.8 15 20 7.4 -0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.8 15 20 7.3 -0.9
RNMC Mid Cap US Equity Select ETF 3.8 60 -25 8.9 +0.8
DIVB iShares Core Dividend 3.8 5 30 9.1 +0.9
FNK First Trust Mid Cap Value AlphaDEX Fund 3.8 70 -35 12.4 +4.3
QDEF FlexShares Quality Dividend Defensive Index Fund 3.7 37 -2 7.5 -0.7
RWL Invesco S&P 500 Revenue ETF 3.7 39 -4 7.6 -0.6
FDWM Fidelity Women's Leadership ETF 3.7 59 -24 6.0 -2.1
FDMO Fidelity Momentum Factor ETF 3.7 29 6 4.3 -3.8
PDP Invesco DWA Momentum ETF 3.6 62 -27 4.8 -3.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 10 8.8 +0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.6 29 6 7.7 -0.5
FLDZ RiverNorth Volition America Patriot ETF 3.6 75 -40 6.6 -1.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.6 60 -25 11.2 +3.1
RESP WisdomTree US ESG Fund of Benef Interest 3.6 28 7 6.9 -1.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.6 20 15 6.7 -1.5
USXF iShares ESG Advanced MSCI USA ETF 3.5 10 25 5.8 -2.4
HKND Humankind US Stock ETF 3.5 11 24 7.4 -0.8
JHML John Hancock Multifactor Large Cap ETF 3.5 29 6 6.5 -1.7
QUS SPDR MSCI USA StrategicFactors ETF 3.5 15 20 6.8 -1.4
AVUS Avantis U.S. Equity ETF 3.5 15 20 7.0 -1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 28 6.0 -2.2
NUMV Nuveen ESG Mid-Cap Value ETF 3.5 31 4 9.2 +1.1
FEX First Trust Large Cap Core AlphaDEX Fund 3.5 59 -24 7.3 -0.9
KRMA Global X Conscious Companies ETF 3.4 43 -8 6.5 -1.7
FNDX Schwab Fundamental U.S. Large Co. Index ETF 3.4 25 10 7.8 -0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.4 10 25 5.4 -2.7
DFND Siren DIVCON Dividend Defender ETF 3.4 189 -154 5.0 -3.1
ILCV iShares Morningstar Value ETF 3.4 4 31 7.8 -0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.3 10 25 5.5 -2.7
AFMC First Trust Active Factor Mid Cap ETF 3.3 65 -30 9.9 +1.8
JHDV John Hancock U.S. High Dividend ETF 3.3 34 1 7.4 -0.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 3.3 39 -4 12.1 +3.9
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.2 25 10 7.8 -0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.2 60 -25 8.6 +0.4
EZM WisdomTree U.S. MidCap Earnings Fund 3.2 38 -3 11.3 +3.1
RPG Invesco S&P 500 Pure Growth ETF 3.2 35 0 8.2 0.0
VB Vanguard Small-Cap ETF 3.2 5 30 6.3 -1.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.2 18 17 6.4 -1.8
ISCV iShares Morningstar Small Cap Value ETF 3.2 6 29 9.2 +1.1
MGV Vanguard Mega Cap Value ETF 3.2 7 28 7.7 -0.5
REVS Columbia Research Enhanced Value ETF 3.2 19 16 8.8 +0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.2 24 11 9.1 +0.9
FDL First Trust Morningstar Dividend Leaders Index Fund 3.2 45 -10 11.5 +3.3
DGRO iShares Core Dividend Growth ETF 3.1 8 27 7.4 -0.8
FQAL Fidelity Quality Factor ETF 3.1 29 6 6.2 -2.0
NUSC Nuveen ESG Small-Cap ETF 3.1 31 4 6.3 -1.8
FNX First Trust Mid Cap Core AlphaDEX Fund 3.1 59 -24 8.5 +0.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 3.1 15 20 6.4 -1.8
VSDA VictoryShares Dividend Accelerator ETF 3.1 35 0 7.1 -1.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 15 8.9 +0.8
ONEY SPDR Russell 1000 Yield Focus ETF 3.1 20 15 11.6 +3.4
JOET Virtus Terranova US Quality Momentum ETF 3.1 29 6 6.4 -1.8
ONEO SPDR Russell 1000 Momentum Focus ETF 3.0 20 15 8.1 -0.1
RNLC Large Cap US Equity Select ETF 3.0 60 -25 7.6 -0.5
GURU Global X Guru Index ETF 3.0 75 -40 5.1 -3.1
KRUZ Unusual Whales Subversive Republican Trading ETF 3.0 75 -40 4.9 -3.3
JEPI JPMorgan Equity Premium Income ETF 3.0 35 0 5.9 -2.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.0 38 -3 7.3 -0.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 3.0 15 20 6.1 -2.1
AIEQ AI Powered Equity ETF 3.0 75 -40 5.4 -2.8
SPXT ProShares S&P 500 Ex-Technology ETF 3.0 9 26 6.5 -1.7
AVUV Avantis U.S. Small Cap Value ETF 3.0 25 10 10.7 +2.5
JHSC John Hancock Multifactor Small Cap ETF 2.9 42 -7 7.2 -1.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.9 20 15 7.3 -0.8
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 18 6.7 -1.5
STXD Strive 1000 Dividend Growth ETF 2.9 35 0 6.3 -1.9
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 17 7.8 -0.3
EQUL IQ Engender Equality ETF 2.8 45 -10 7.8 -0.4
VFQY Vanguard U.S. Quality Factor ETF 2.8 13 22 8.0 -0.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.8 48 -13 7.4 -0.8
SNPV Xtrackers S&P ESG Value ETF 2.8 15 20 6.8 -1.4
PSC Principal U.S. Small Cap Index ETF 2.8 38 -3 8.8 +0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 2.8 35 0 9.5 +1.3
ESGS Columbia Sustainable U.S. Equity Income ETF 2.8 35 0 7.3 -0.9
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.8 17 18 6.4 -1.8
CGUS Capital Group Core Equity ETF 2.8 33 2 5.8 -2.4
GVLU Gotham 1000 Value ETF 2.8 50 -15 9.7 +1.6
LRGF iShares Edge MSCI Multifactor USA ETF 2.8 8 27 7.0 -1.1
GDEF Goldman Sachs Defensive Equity ETF 2.7 55 -20 5.2 -3.0
IUSV iShares Core S&P U.S. Value ETF 2.7 4 31 6.9 -1.3
XSHQ Invesco S&P SmallCap Quality ETF 2.7 30 5 10.6 +2.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 26 6.8 -1.4
DFSV Dimensional US Small Cap Value ETF 2.7 31 4 9.7 +1.5
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 26 5.8 -2.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.7 4 31 6.7 -1.5
BRNY Burney U.S. Factor Rotation ETF 2.6 79 -44 6.7 -1.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.6 95 -60 2.5 -5.7
HAPY Harbor Corporate Culture Leaders ETF 2.6 50 -15 4.5 -3.7
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 23 9.6 +1.4
FDVV Fidelity Core Dividend ETF 2.6 29 6 9.9 +1.8
IWX iShares Russell Top 200 Value ETF 2.6 20 15 7.3 -0.9
DFAS Dimensional U.S. Small Cap ETF 2.6 26 9 7.0 -1.2
VOOV Vanguard S&P 500 Value ETF 2.6 10 25 6.6 -1.6
VFMV Vanguard U.S. Minimum Volatility ETF 2.6 13 22 6.5 -1.6
SPYD SPDR S&P 500 High Dividend ETF 2.6 7 28 11.5 +3.3
IVE iShares S&P 500 Value ETF 2.6 18 17 6.5 -1.6
SPYV SPDR Portfolio S&P 500 Value ETF 2.6 4 31 6.7 -1.5
SCHA Schwab U.S. Small-Cap ETF 2.5 4 31 5.8 -2.4
VLUE iShares MSCI USA Value Factor ETF 2.5 15 20 12.0 +3.8
IUS Invesco Strategic US ETF 2.5 19 16 8.2 -0.0
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.5 65 -30 7.2 -1.0
VXF Vanguard Extended Market Index Fund 2.5 6 29 4.4 -3.8
SMMD iShares Russell 2500 ETF 2.5 15 20 7.0 -1.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.5 15 20 12.5 +4.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 23 6.2 -2.0
FMIL Fidelity New Millennium ETF 2.5 59 -24 6.3 -1.9
EQRR ProShares Equities for Rising Rates ETF 2.5 35 0 9.1 +1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 2.5 9 26 5.7 -2.4
DFAU Dimensional US Core Equity Market ETF 2.5 12 23 6.1 -2.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.5 25 10 6.7 -1.4
RAFE PIMCO RAFI ESG U.S. ETF 2.5 29 6 8.3 +0.2
ACWV iShares MSCI Global Min Vol Factor ETF 2.5 20 15 9.1 +0.9
DTD WisdomTree U.S.Total Dividend Fund 2.4 28 7 7.5 -0.6
SFYX Sofi Next 500 ETF 2.4 0 35 6.3 -1.9
XSMO Invesco S&P SmallCap Momentum ETF 2.4 39 -4 6.2 -1.9
XVV iShares ESG Screened S&P 500 ETF 2.4 8 27 6.0 -2.2
DSI iShares MSCI KLD 400 Social ETF 2.4 25 10 6.0 -2.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.4 30 5 11.6 +3.4
MDLV Morgan Dempsey Large Cap Value ETF 2.4 58 -23 9.8 +1.6
MTUM iShares MSCI USA Momentum Factor ETF 2.4 15 20 5.2 -2.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.4 12 23 5.6 -2.6
WKLY SoFi Weekly Dividend ETF 2.4 49 -14 8.7 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 6.0 -2.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.4 49 -14 6.2 -2.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.3 15 20 5.7 -2.5
DUSA Davis Select U.S. Equity ETF 2.3 61 -26 9.0 +0.8
TTAC TrimTabs US Free Cash Flow Quality ETF 2.3 59 -24 6.9 -1.3
SPTM SPDR Portfolio Total Stock Market ETF 2.3 3 32 6.3 -1.9
STXK Strive Small-Cap ETF 2.3 18 17 5.9 -2.3
KONG Formidable Fortress ETF 2.3 89 -54 6.4 -1.8
IWB iShares Russell 1000 ETF 2.3 15 20 5.9 -2.3
FCPI Fidelity Stocks for Inflation ETF 2.3 29 6 9.5 +1.3
SCHK Schwab 1000 Index ETF 2.3 5 30 6.1 -2.1
VONE Vanguard Russell 1000 ETF 2.3 8 27 6.0 -2.2
IYY iShares Dow Jones U.S. ETF 2.3 20 15 5.9 -2.3
CWS AdvisorShares Focused Equity ETF 2.3 65 -30 5.8 -2.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.3 78 -43 10.3 +2.1
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 6.1 -2.1
DFUS Dimensional U.S. Equity ETF 2.3 9 26 5.9 -2.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 15 5.9 -2.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.2 85 -50 5.9 -2.3
SDEP SFP Core Equity Strategy 2.2 0 35 6.8 -1.4
MGMT Ballast Small/Mid Cap ETF 2.2 110 -75 7.1 -1.1
WCEO Hypatia Women CEO ETF 2.2 85 -50 6.4 -1.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 25 6.4 -1.8
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 32 6.0 -2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 32 5.9 -2.3
EQWL Invesco Russell Top 200 Equal Weight ETF 2.2 25 10 7.5 -0.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.2 65 -30 3.6 -4.6
ESG FlexShares STOXX US ESG Impact Index Fund 2.2 32 3 5.7 -2.5
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -44 5.1 -3.1
SCHB Schwab U.S. Broad Market ETF 2.2 3 32 6.0 -2.2
UDI USCF Dividend Income Fund 2.2 65 -30 8.2 +0.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.2 60 -25 6.5 -1.7
NUMG Nuveen ESG Mid-Cap Growth ETF 2.2 31 4 4.6 -3.6
IWV iShares Russell 3000 ETF 2.2 20 15 5.7 -2.4
DIVY Sound Equity Income ETF 2.2 45 -10 10.9 +2.7
CGDV Capital Group Dividend Value ETF 2.2 33 2 6.7 -1.5
VTHR Vanguard Russell 3000 Index Fund 2.2 10 25 5.8 -2.4
VTI Vanguard Total Stock Market Index Fund 2.2 3 32 5.8 -2.3
BOSS Global X Founder-Run Companies ETF 2.2 45 -10 3.4 -4.8
HDUS Hartford Disciplined US Equity ETF 2.2 19 16 7.1 -1.1
SCHX Schwab U.S. Large-Cap ETF 2.2 3 32 6.0 -2.1
VNSE Natixis Vaughan Nelson Select ETF 2.2 80 -45 4.5 -3.7
TMFG Motley Fool Global Opportunities ETF 2.2 85 -50 4.1 -4.0
DLN WisdomTree U.S. LargeCap Dividend Fund 2.2 28 7 7.2 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 6.0 -2.2
SPY SPDR S&P 500 ETF Trust 2.2 9 26 6.0 -2.1
IVV iShares Core S&P 500 ETF 2.2 3 32 6.1 -2.1
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 6 5.9 -2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 33 6.0 -2.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 28 5.9 -2.3
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 33 6.1 -2.1
PBUS Invesco PureBeta MSCI USA ETF 2.2 4 31 6.0 -2.2
VOO VANGUARD S&P 500 ETF 2.2 3 32 6.1 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 24 6.2 -1.9
SHE SPDR SSGA Gender Diversity Index ETF 2.1 20 15 6.1 -2.1
KBWD Invesco KBW High Dividend Yield Financial ETF 2.1 384 -349 9.7 +1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 29 4.9 -3.3
QWLD SPDR MSCI World StrategicFactors ETF 2.1 30 5 7.7 -0.5
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 10 6.8 -1.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 -4 6.3 -1.9
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 25 6.1 -2.1
ISCB iShares Morningstar Small-Cap ETF 2.1 4 31 6.0 -2.2
STRV Strive 500 ETF 2.1 5 30 5.9 -2.3
SUSL iShares ESG MSCI USA Leaders ETF 2.1 10 25 6.0 -2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 25 6.1 -2.1
VOTE Engine No. 1 Transform 500 ETF 2.1 5 30 5.9 -2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.1 20 15 5.8 -2.3
VV Vanguard Large-Cap Index Fund 2.1 4 31 6.0 -2.2
ISMD Inspire Small/Mid Cap Impact ETF 2.1 54 -19 5.7 -2.5
RECS Columbia Research Enhanced Core ETF 2.1 15 20 6.8 -1.4
RNDV US Equity Dividend Select ETF 2.1 50 -15 10.4 +2.2
VALQ American Century STOXX U.S. Quality Value ETF 2.1 29 6 8.7 +0.5
LRGE ClearBridge Large Cap Growth ESG ETF 2.1 59 -24 3.8 -4.4
FVAL Fidelity Value Factor ETF 2.1 29 6 8.5 +0.3
SMCP AlphaMark Actively Managed Small Cap ETF 2.1 90 -55 0.0 -8.2
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.0 28 7 6.6 -1.6
AMID Argent Mid Cap ETF 2.0 52 -17 9.0 +0.9
YALL God Bless America ETF 2.0 65 -30 3.9 -4.3
TMFX Motley Fool Next Index ETF 2.0 50 -15 4.0 -4.2
IQSU IQ Candriam ESG US Equity ETF 1.9 9 26 5.5 -2.6
IUSG iShares Core S&P US Growth ETF 1.9 4 31 6.1 -2.0
FSST Fidelity Sustainability U.S. Equity ETF 1.9 59 -24 5.8 -2.3
EDOW First Trust Dow 30 Equal Weight ETF 1.9 50 -15 7.4 -0.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 28 10.1 +1.9
DIA SPDR Dow Jones Industrial Average ETF Trust 1.9 16 19 6.5 -1.6
ESGU iShares MSCI USA ESG Optimized ETF 1.9 15 20 6.0 -2.2
EPS WisdomTree U.S. Earnings 500 Fund 1.9 8 27 7.3 -0.8
FPXI First Trust International Equity Opportunities ETF 1.9 70 -35 4.8 -3.4
DBLV AdvisorShares DoubleLine Value Equity ETF 1.9 91 -56 8.8 +0.6
INNO Harbor Disruptive Innovation ETF 1.9 75 -40 -3.6 -11.7
LCF Touchstone US Large Cap Focused ETF 1.8 69 -34 5.0 -3.2
SQLV Legg Mason Small-Cap Quality Value 1.8 60 -25 10.5 +2.3
IVW iShares S&P 500 Growth ETF 1.8 18 17 6.0 -2.2
SPYG SPDR Portfolio S&P 500 Growth ETF 1.8 4 31 6.1 -2.1
VOOG Vanguard S&P 500 Growth ETF 1.8 10 25 6.0 -2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.8 70 -35 3.5 -4.7
SPGP Invesco S&P 500 GARP ETF 1.8 36 -1 9.4 +1.3
SCHD Schwab U.S. Dividend Equity ETF 1.8 6 29 9.5 +1.3
RVRB Reverb ETF 1.8 30 5 5.9 -2.3
SUSA iShares MSCI USA ESG Select ETF 1.8 25 10 6.2 -2.0
DHS WisdomTree U.S. High Dividend Fund 1.7 38 -3 9.9 +1.8
ROSC Hartford Multifactor Small Cap ETF 1.7 34 1 11.3 +3.1
WBIY WBI Power Factor High Dividend ETF 1.7 70 -35 13.5 +5.3
SFY SoFi Select 500 ETF 1.7 0 35 5.7 -2.4
GDVD R3 Global Dividend Growth ETF 1.7 88 -53 7.3 -0.9
VSLU Applied Finance Valuation Large Cap ETF 1.7 49 -14 6.7 -1.5
DSTL Distillate US Fundamental Stability & Value ETF 1.7 39 -4 8.3 +0.1
ACVF American Conservative Values ETF 1.7 75 -40 5.2 -2.9
SNPG Xtrackers S&P 500 Growth ESG ETF 1.7 15 20 5.6 -2.6
CVY Invesco Zacks Multi-Asset Income ETF 1.7 100 -65 12.1 +3.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.7 35 0 13.7 +5.5
VFMO Vanguard U.S. Momentum Factor ETF 1.7 13 22 2.8 -5.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 35 5.8 -2.4
TOK iShares MSCI Kokusai ETF 1.6 25 10 6.4 -1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 26 6.6 -1.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.6 65 -30 9.8 +1.6
NANC Unusual Whales Subversive Democratic Trading ETF 1.6 75 -40 4.9 -3.2
MGC Vanguard Mega Cap Index Fund 1.6 7 28 5.8 -2.4
CSML IQ Chaikin U.S. Small Cap ETF 1.6 35 0 6.9 -1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 26 6.5 -1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 -17 8.9 +0.7
AFSM First Trust Active Factor Small Cap ETF 1.5 77 -42 9.9 +1.8
VDNI V-Shares US Leadership Diversity ETF 1.5 29 6 6.3 -1.9
FLQL Franklin LibertyQ U.S. Equity ETF 1.5 15 20 7.5 -0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -40 5.5 -2.6
URTH iShares MSCI World ETF 1.5 24 11 6.5 -1.7
FDRR Fidelity Dividend ETF for Rising Rates 1.5 29 6 9.0 +0.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.5 70 -35 4.4 -3.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 15 7.0 -1.1
WLDR Affinity World Leaders Equity ETF 1.5 67 -32 9.4 +1.3
IWL iShares Russell Top 200 ETF 1.5 15 20 5.7 -2.5
ESIX SPDR S&P SmallCap 600 ESG ETF 1.5 12 23 8.8 +0.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.4 35 0 11.9 +3.7
IWP iShares Russell Mid-Cap Growth ETF 1.4 23 12 4.6 -3.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 16 7.3 -0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 28 6.0 -2.1
TPSC Timothy Plan US Small Cap Core ETF 1.4 52 -17 8.7 +0.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 5 9.6 +1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -40 6.4 -1.8
STXG Strive 1000 Growth ETF 1.4 18 17 5.2 -3.0
BLES Inspire Global Hope Large Cap ETF 1.4 61 -26 7.3 -0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.4 15 20 8.6 +0.4
VT Vanguard Total World Stock ETF 1.3 7 28 6.8 -1.4
ACWI iShares MSCI ACWI ETF 1.3 32 3 6.6 -1.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.3 15 20 8.7 +0.5
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 1.3 37 -2 8.7 +0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -24 4.5 -3.7
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 1.3 35 0 8.7 +0.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.3 12 23 8.0 -0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 15 20 10.1 +1.9
IJS iShares S&P Small-cap 600 Value ETF 1.3 18 17 10.1 +2.0
SLYV SPDR S&P 600 Small Cap Value ETF 1.3 15 20 10.3 +2.1
BOUT Innovator IBD Breakout Opportunities ETF 1.3 81 -46 3.3 -4.9
GLOF iShares Global Equity Factor ETF 1.3 20 15 9.1 +0.9
CACG ClearBridge All Cap Growth ETF 1.3 54 -19 4.0 -4.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 63 -28 3.6 -4.6
ILCG iShares Morningstar Growth ETF 1.2 4 31 4.7 -3.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.2 29 6 8.5 +0.4
SSLY Syntax Stratified SmallCap ETF 1.2 40 -5 8.2 +0.1
HAPI Harbor Corporate Culture ETF 1.2 36 -1 5.6 -2.6
DGT SPDR Global Dow ETF 1.2 50 -15 7.6 -0.6
DURA VanEck Morningstar Durable Dividend ETF 1.2 29 6 8.2 -0.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.2 12 23 8.6 +0.4
QUAL iShares MSCI Usa Quality Factor ETF 1.2 15 20 6.7 -1.5
SPHB Invesco S&P 500 High Beta ETF 1.2 25 10 6.3 -1.9
ALTL Pacer Lunt Large Cap Alternator ETF 1.2 60 -25 6.0 -2.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.1 10 25 8.6 +0.5
IJR iShares Core S&P Small Cap ETF 1.1 6 29 8.6 +0.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.1 3 32 8.8 +0.6
HLGE Hartford Longevity Economy ETF 1.1 44 -9 8.9 +0.7
SIXS 6 Meridian Small Cap Equity ETF 1.1 89 -54 8.6 +0.4
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.1 25 10 7.0 -1.2
GSPY Gotham Enhanced 500 ETF 1.1 50 -15 6.3 -1.9
DIVD Altrius Global Dividend ETF 1.1 49 -14 11.9 +3.7
VBK Vanguard Small-Cap Growth Index Fund 1.1 7 28 1.5 -6.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -38 12.1 +3.9
VTWV Vanguard Russell 2000 Value Index Fund 1.1 15 20 7.2 -1.0
AHOY Newday Ocean Health ETF 1.1 75 -40 6.5 -1.7
LVHD Legg Mason Low Volatility High Dividend ETF 1.1 27 8 9.5 +1.3
IWN iShares Russell 2000 Value ETF 1.1 24 11 7.2 -1.0
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.0 19 16 8.7 +0.5
PRAY FIS Biblically Responsible Risk Managed ETF 1.0 68 -33 6.9 -1.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 29 2.4 -5.8
BFOR Barron's 400 ETF 1.0 65 -30 8.9 +0.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 -4 10.1 +2.0
BTHM BlackRock Future U.S. Themes ETF 1.0 60 -25 6.1 -2.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 -4 11.9 +3.7
IPO Renaissance IPO ETF 1.0 60 -25 -7.3 -15.5
QGRO American Century STOXX U.S. Quality Growth ETF 1.0 29 6 6.9 -1.3
ITAN Sparkline Intangible Value ETF 1.0 50 -15 7.1 -1.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 25 10 7.0 -1.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.0 15 20 7.2 -1.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 15 20 7.2 -1.0
PID Invesco International Dividend Achievers ETF 1.0 56 -21 8.4 +0.2
SVAL iShares US Small Cap Value Factor ETF 1.0 20 15 11.9 +3.7
DEW WisdomTree Global High Dividend Fund 1.0 58 -23 10.2 +2.1
DUHP Dimensional US High Profitability ETF 1.0 21 14 8.3 +0.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 15 7.6 -0.5
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -40 7.6 -0.5
NTZG Nuveen Global Net Zero Transition ETF 0.9 55 -20 5.5 -2.6
EES WisdomTree SmallCap Earnings Fund 0.9 38 -3 12.6 +4.4
IWM iShares Russell 2000 ETF 0.9 19 16 4.7 -3.5
ROCI ROC ETF 0.9 49 -14 5.4 -2.8
VTWO Vanguard Russell 2000 Index Fund 0.9 10 25 4.7 -3.5
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.9 56 -21 7.1 -1.0
IOO iShares Global 100 ETF 0.8 41 -6 6.2 -2.0
FPX First Trust US IPO Index Fund 0.8 61 -26 0.6 -7.6
IWF iShares Russell 1000 Growth ETF 0.8 19 16 5.4 -2.8
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.8 35 0 8.9 +0.8
VONG Vanguard Russell 1000 Growth Index Fund 0.8 8 27 5.5 -2.6
QGRW WisdomTree U.S. Quality Growth Fund 0.8 28 7 5.8 -2.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 10 7.2 -1.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -21 15.2 +7.0
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 10 5.4 -2.7
IWY iShares Russell Top 200 Growth ETF 0.7 20 15 5.6 -2.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 -26 8.5 +0.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.7 35 0 9.3 +1.1
CGGO Capital Group Global Growth Equity ETF 0.7 47 -12 4.7 -3.5
ERSX ERShares NextGen Entrepreneurs ETF 0.7 75 -40 7.2 -1.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -14 5.8 -2.4
IWO iShares Russell 2000 Growth ETF 0.6 24 11 1.8 -6.4
VTWG Vanguard Russell 2000 Growth Index Fund 0.6 15 20 1.8 -6.4
VOT Vanguard Mid-Cap Growth Index Fund 0.6 7 28 5.2 -3.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.6 21 14 4.2 -3.9
BIBL Inspire ETF 0.5 35 0 5.7 -2.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -25 4.6 -3.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 -3 9.9 +1.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 0 8.5 +0.3
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.5 38 -3 11.2 +3.0
VIDI Vident International Equity Fund 0.5 61 -26 13.0 +4.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 -4 4.8 -3.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 26 5.3 -2.9
HDV iShares Core High Dividend ETF 0.4 8 27 9.5 +1.3
JGRO JPMorgan Active Growth ETF 0.4 44 -9 4.1 -4.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 15 20 5.1 -3.1
SXQG 6 Meridian Quality Growth ETF 0.4 100 -65 5.1 -3.0
IETC iShares Evolved U.S. Technology ETF 0.4 18 17 5.4 -2.8
MGK Vanguard Mega Cap Growth ETF 0.4 7 28 5.0 -3.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -36 2.1 -6.1
VUG Vanguard Growth Index Fund 0.3 4 31 4.9 -3.2
OEF iShares S&P 100 ETF 0.3 20 15 5.6 -2.5
IYG iShares US Financial Services ETF 0.3 39 -4 7.6 -0.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 5 11.5 +3.3
KOMP SPDR Kensho New Economies Composite ETF 0.2 20 15 -0.4 -8.5
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 0.2 39 -4 6.5 -1.6
TMFC Motley Fool 100 Index ETF 0.2 50 -15 4.5 -3.6
ICAP InfraCap Equity Income Fund ETF 0.2 171 -136 10.4 +2.3
SPHQ Invesco S&P 500 Quality ETF 0.2 15 20 6.2 -2.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.2 42 -7 6.6 -1.6
SQEW LeaderShares Equity Skew ETF 0.2 75 -40 5.9 -2.3
RNSC Small Cap US Equity Select ETF 0.2 60 -25 9.1 +0.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 31 4.9 -3.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 5 6.0 -2.1

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

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Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

VALUATION METRICS
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 SPDR S&P Insurance 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 7.6 %
Divided by: Fwd. P/BV 0.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 8.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.65 CATEGORY
AVERAGE		 1.50
 
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.