SPDR S&P Insurance ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 12.3x P/Sales
ratio		 1.2x
P/BV
ratio		 1.5x Div.
yield		 1.8%


  • 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) $926
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 53
Wgt avg mkt cap (mns) $24,843
Large cap (>$10bn) 62.4%
Mid cap ($2-10bn) 34.2%
Small cap (<$2bn) 3.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PALOMAR HOLDINGS, INC. 2.3 %
WR BERKLEY CORP 2.2 %
MERCURY GENERAL CORP 2.2 %
LEMONADE INC 2.2 %
AXIS CAPITAL HOLDINGS LTD 2.1 %
HARTFORD FINANCIAL SVCS GRP 2.0 %
GENWORTH FINANCIAL INC-CL A 2.0 %
MARKEL CORP 2.0 %
KINSALE CAPITAL GROUP, INC. 2.0 %
LOEWS CORP 2.0 %
Total 21.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.1 %
BERMUDA 11.6 %
SWITZERLAND 1.9 %
BRITAIN 1.7 %
IRELAND 1.7 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
5.2% 17.6% 19.1% 12.1% 8.3%

Market Correlations
versus... Beta R-squared
S&P500 0.65 36%
MSCI EAFE 0.62 34%
MSCI Emg. Mkts. 0.26 6%

Technical Indicators
Recent close $58.27
30d moving avg. $58.67
Annualized volatility 18.3%
Short interest (ETF) 13.5%
Short interest (Underlying) 2.3%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 886
Turnover 5.6%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 616 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™: 6.7%


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 48.0 40 -5 6.9 +0.1
KBWP Invesco KBW Property & Casualty Insurance ETF 37.0 35 0 6.6 -0.1
FXO First Trust Financials AlphaDEX Fund 33.9 62 -27 8.8 +2.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 29.0 40 -5 7.0 +0.2
IYF iShares U.S. Financials ETF 20.4 40 -5 6.2 -0.5
IPDP Dividend Performers ETF 16.9 122 -87 5.2 -1.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 16.7 60 -25 4.8 -1.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 16.6 60 -25 8.1 +1.4
FNCL Fidelity MSCI Financials Index ETF 16.0 8 27 6.7 -0.0
VFH Vanguard Financials ETF 15.9 10 25 6.8 +0.0
PFI Invesco Dorsey Wright Financial Momentum ETF 15.4 60 -25 6.7 -0.0
XLF Financial Select Sector SPDR Fund 14.7 8 27 6.1 -0.7
FTDS First Trust Dividend Strength ETF 14.7 70 -35 8.1 +1.4
SPVM Invesco S&P 500 Value with Momentum ETF 14.6 39 -4 8.8 +2.0
SPMV Invesco S&P 500 Minimum Variance ETF 13.2 10 25 5.4 -1.3
LYLD Cambria Large Cap Shareholder Yield ETF 12.9 59 -24 10.1 +3.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 12.8 40 -5 7.5 +0.8
WTV WisdomTree US Value Fund of Benef Interest 12.7 12 23 9.6 +2.9
LGCF Themes US Cash Flow Champions ETF 12.6 30 5 8.7 +2.0
USCF Themes US Cash Flow Champions ETF 12.4 29 6 9.0 +2.3
XMVM Invesco S&P MidCap Value with Momentum ETF 11.7 39 -4 10.2 +3.5
RDVY First Trust Rising Dividend Achievers ETF 11.4 50 -15 7.8 +1.1
JOET Virtus Terranova US Quality Momentum ETF 10.9 29 6 4.9 -1.8
RNMC First Trust Mid Cap US Equity Select ETF 10.5 60 -25 6.6 -0.1
VAMO Cambria Value & Momentum ETF 10.4 61 -26 6.5 -0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 10.1 80 -45 6.2 -0.5
SMCF Themes US Small Cap Cash Flow Champions ETF 10.0 29 6 13.4 +6.7
VSDA VictoryShares Dividend Accelerator ETF 9.7 35 0 7.3 +0.6
FOVL iShares Focused Value Factor ETF 9.7 25 10 10.5 +3.8
SPVU Invesco S&P 500 Enhanced Value ETF 9.7 13 22 10.4 +3.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.5 12 23 5.8 -0.9
FSCS First Trust SMID Capital Strength ETF 9.4 60 -25 7.2 +0.5
CZA Invesco Zacks Mid-Cap ETF 9.3 72 -37 6.7 +0.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 9.3 60 -25 8.7 +2.0
RNSC Furst Trust Small Cap US Equity Select ETF 9.2 60 -25 6.3 -0.4
USMV iShares MSCI USA Min Vol Factor ETF 9.1 15 20 5.8 -1.0
FTCS First Trust Capital Strength ETF 9.0 55 -20 5.9 -0.8
AVLV Avantis U.S. Large Cap Value ETF 8.9 15 20 8.2 +1.5
VOE Vanguard Mid-Cap Value ETF 8.8 7 28 8.1 +1.3
DFNL Davis Select Financial ETF 8.7 63 -28 8.0 +1.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 8.7 29 6 6.3 -0.4
IMCV iShares Morningstar Mid-Cap Value ETF 8.6 6 29 8.5 +1.8
PY Principal Value ETF 8.6 15 20 7.6 +0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.5 20 15 6.0 -0.7
IXG iShares Global Financials ETF 8.4 42 -7 7.0 +0.3
GVLU Gotham 1000 Value ETF 8.4 50 -15 9.3 +2.6
PWV Invesco Large Cap Value ETF 8.4 55 -20 7.6 +0.9
XMLV Invesco S&P MidCap Low Volatility ETF 8.2 25 10 7.7 +0.9
RPV Invesco S&P 500 Pure Value ETF 8.1 35 0 10.9 +4.1
FTA First Trust Large Cap Value AlphaDEX Fund 8.1 59 -24 9.5 +2.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 8.1 55 -20 10.9 +4.2
PKW Invesco Buyback Achievers ETF 7.8 62 -27 7.7 +1.0
LEAD Siren DIVCON Leaders Dividend ETF 7.7 43 -8 4.5 -2.2
DEUS Xtrackers Russell US Multifactor ETF 7.7 17 18 7.2 +0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 7.7 35 0 14.0 +7.3
NUDV Nuveen ESG Dividend ETF 7.6 26 9 7.8 +1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.6 60 -25 7.2 +0.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.6 35 0 6.3 -0.4
OCFS Otter Creek Focus Strategy ETF 7.6 85 -50 4.2 -2.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.6 +0.9
MBOX Freedom Day Dividend ETF 7.4 39 -4 7.8 +1.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.3 15 20 6.5 -0.2
HAPY Harbor Human Capital Factor Unconstrained ETF 7.3 50 -15 5.8 -0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.3 20 15 7.9 +1.2
BGDV Bahl & Gaynor Dividend ETF 7.3 45 -10 5.0 -1.8
EQRR ProShares Equities for Rising Rates ETF 7.3 35 0 8.4 +1.7
PDP Invesco Dorsey Wright Momentum ETF 7.2 62 -27 4.2 -2.5
RUNN Running Oak Efficient Growth ETF 7.0 58 -23 5.0 -1.7
SPGP Invesco S&P 500 GARP ETF 7.0 34 1 9.6 +2.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.9 80 -45 8.3 +1.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.9 15 20 9.7 +2.9
DVY iShares Select Dividend ETF 6.9 38 -3 9.7 +3.0
QUVU Hartford Quality Value ETF 6.8 46 -11 7.4 +0.7
USMF WisdomTree U.S. Multifactor Fund 6.8 28 7 7.0 +0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.7 25 10 5.4 -1.3
IWS iShares Russell Mid-Cap Value ETF 6.7 23 12 7.1 +0.4
SPLV Invesco S&P 500 Low Volatility ETF 6.7 25 10 5.3 -1.4
DON WisdomTree U.S. MidCap Dividend Fund 6.7 38 -3 9.2 +2.5
SYLD Cambria Shareholder Yield ETF 6.7 59 -24 12.4 +5.7
PSCF Invesco S&P SmallCap Financials ETF 6.6 29 6 10.1 +3.4
ROE Astoria US Quality Kings ETF 6.6 49 -14 6.9 +0.2
VFMF Vanguard U.S. Multifactor ETF 6.6 18 17 8.6 +1.9
CFA VictoryShares US 500 Volatility Wtd ETF 6.5 35 0 6.1 -0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.5 40 -5 6.0 -0.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.5 60 -25 6.5 -0.2
TPHD Timothy Plan High Dividend Stock ETF 6.4 52 -17 7.2 +0.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.4 54 -19 7.2 +0.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.4 30 5 8.6 +1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.3 70 -35 4.8 -1.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.3 52 -17 5.7 -1.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.2 18 17 5.9 -0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.2 58 -23 5.6 -1.1
TMDV ProShares Russell US Dividend Growers ETF 6.2 35 0 6.7 0.0
FEX First Trust Large Cap Core AlphaDEX Fund 6.2 59 -24 6.2 -0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 6.2 18 17 9.3 +2.6
XMHQ Invesco S&P MidCap Quality ETF 6.1 25 10 7.5 +0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.1 65 -30 3.6 -3.1
IMCB iShares Morningstar Mid-Cap ETF 6.1 4 31 6.3 -0.4
MDYV SPDR S&P 400 Mid Cap Value ETF 6.1 15 20 9.3 +2.6
EBI Longview Advantage ETF 6.0 35 0 7.0 +0.2
DFLV Dimensional US Large Cap Value ETF 6.0 22 13 8.2 +1.5
ZECP Zacks Earnings Consistent Portfolio ETF 6.0 55 -20 5.0 -1.7
NULV Nuveen ESG Large-Cap Value ETF 6.0 26 9 6.5 -0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.0 15 20 9.4 +2.6
VFVA Vanguard U.S. Value Factor ETF 6.0 13 22 11.8 +5.1
ONEO SPDR Russell 1000 Momentum Focus ETF 5.9 20 15 7.3 +0.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.9 60 -25 6.3 -0.5
GLRY Inspire Faithward Mid Cap Momentum ETF 5.9 80 -45 6.5 -0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 5.9 67 -32 10.6 +3.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 5.9 35 0 7.6 +0.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.8 30 5 4.7 -2.0
XMMO Invesco S&P MidCap Momentum ETF 5.7 34 1 5.9 -0.8
BRIF FIS Bright Portfolios Focused Equity ETF 5.7 65 -30 5.2 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 12 6.0 -0.7
QLV FlexShares US Quality Low Volatility Index Fund 5.6 22 13 5.8 -0.9
FLRG Fidelity U.S. Multifactor ETF 5.6 15 20 7.2 +0.5
ACWV iShares MSCI Global Min Vol Factor ETF 5.6 20 15 6.0 -0.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 5.6 25 10 5.5 -1.2
JQUA JPMorgan U.S. Quality Factor ETF 5.5 12 23 6.0 -0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.4 55 -20 4.4 -2.4
CVY Invesco Zacks Multi-Asset Income ETF 5.4 106 -71 12.1 +5.4
IWR iShares Russell Midcap ETF 5.3 19 16 6.1 -0.6
AFMC First Trust Active Factor Mid Cap ETF 5.3 65 -30 9.2 +2.5
VO Vanguard Mid-Cap ETF 5.3 4 31 6.0 -0.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 20 6.3 -0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 10 6.0 -0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 5.2 12 23 7.6 +0.8
AVSU Avantis Responsible U.S. Equity ETF 5.2 15 20 6.4 -0.3
BGIG Bahl & Gaynor Income Growth ETF 5.1 45 -10 5.6 -1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.1 15 20 8.5 +1.8
ROUS Hartford Multifactor US Equity ETF 5.1 19 16 7.4 +0.7
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 22 3.3 -3.5
RAYD Rayliant Quantitative Developed Market Equity ETF 5.0 80 -45 4.5 -2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 5.0 70 -35 11.8 +5.1
LST Leuthold Select Industries ETF 5.0 91 -56 5.7 -1.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.0 35 0 6.2 -0.5
RGEF Rockefeller Global Equity ETF 5.0 55 -20 5.0 -1.7
FLV American Century Focused Large Cap Value ETF 5.0 42 -7 7.0 +0.2
LOWV AB US Low Volatility Equity ETF 4.8 48 -13 5.3 -1.4
FDLO Fidelity Low Volatility Factor ETF 4.8 15 20 5.5 -1.2
JHMM John Hancock Multifactor Mid Cap ETF 4.8 42 -7 6.8 +0.0
YOKE Yoke Core ETF 4.8 42 -7 4.5 -2.2
EZM WisdomTree U.S. MidCap Fund 4.8 38 -3 9.7 +3.0
FUNL CornerCap Fundametrics Large-Cap ETF 4.8 50 -15 7.6 +0.9
SDY SPDR S&P Dividend ETF 4.8 35 0 6.9 +0.2
OSCV Opus Small Cap Value ETF 4.8 79 -44 6.9 +0.2
MDY SPDR S&P Midcap 400 ETF Trust 4.8 24 11 7.6 +0.9
FSMD Fidelity Small-Mid Multifactor ETF 4.8 15 20 7.5 +0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 11 8.5 +1.8
IJH iShares Core S&P Mid-Cap ETF 4.8 5 30 7.8 +1.1
RWK Invesco S&P MidCap 400 Revenue ETF 4.8 39 -4 10.2 +3.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.7 15 20 7.8 +1.1
DFSU Dimensional US Sustainability Core 1 ETF 4.7 18 17 5.7 -1.0
VTV Vanguard Value ETF 4.7 4 31 7.1 +0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.7 30 5 7.0 +0.3
STXV Strive 1000 Value ETF 4.7 18 17 8.3 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.6 60 -25 5.4 -1.4
USXF iShares ESG Advanced MSCI USA ETF 4.6 10 25 4.8 -1.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.6 25 10 8.3 +1.6
IVOO Vanguard S&P Mid-Cap 400 ETF 4.6 10 25 7.7 +1.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.6 3 32 7.8 +1.1
VEGN US Vegan Climate ETF 4.6 60 -25 4.7 -2.0
GDIV Harbor Dividend Growth Leaders ETF 4.6 50 -15 5.5 -1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 6.6 -0.2
SHRY First Trust Bloomberg Shareholder Yield ETF 4.5 60 -25 8.0 +1.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 6.6 -0.1
STXM Strive Mid-Cap ETF 4.5 18 17 6.7 -0.1
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -20 6.4 -0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.4 50 -15 8.7 +2.0
QUS SPDR MSCI USA StrategicFactors ETF 4.4 15 20 5.9 -0.8
SIZE iShares MSCI USA Size Factor ETF 4.4 15 20 6.1 -0.7
VBR Vanguard Small Cap Value ETF 4.4 7 28 9.7 +2.9
EUSA iShares MSCI USA Equal Weighted ETF 4.4 9 26 6.3 -0.4
XSHQ Invesco S&P SmallCap Quality ETF 4.4 29 6 8.6 +1.9
SCHM Schwab U.S. Mid-Cap ETF 4.3 4 31 7.1 +0.3
DFUV Dimensional US Marketwide Value ETF 4.3 22 13 7.9 +1.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.3 35 0 8.1 +1.3
AUSF Global X Adaptive U.S. Factor ETF 4.3 27 8 9.2 +2.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 6.5 -0.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 4.3 36 -1 12.9 +6.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.3 38 -3 8.0 +1.3
VIG Vanguard Dividend Appreciation ETF 4.2 6 29 5.8 -0.9
AVUS Avantis U.S. Equity ETF 4.2 15 20 6.1 -0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.3 -0.4
FMTM MarketDesk Focused U.S. Momentum ETF 4.2 45 -10 4.0 -2.7
FDLS Inspire Fidelis Multi Factor ETF 4.2 76 -41 5.5 -1.2
RSP Invesco S&P 500 Equal Weight ETF 4.2 20 15 6.7 -0.1
VYM Vanguard High Dividend Yield Index ETF 4.2 6 29 7.4 +0.7
EQIN Columbia US Equity Income ETF 4.2 35 0 7.1 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.2 7 28 6.4 -0.3
VONV Vanguard Russell 1000 Value ETF 4.2 8 27 6.8 +0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 23 6.8 +0.1
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 7.0 +0.3
MAGA Point Bridge America First ETF 4.1 72 -37 6.3 -0.4
IWD iShares Russell 1000 Value ETF 4.1 19 16 6.7 +0.0
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.6 -0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 6 6.7 -0.0
DFVX Dimensional US Large Cap Vector ETF 4.1 22 13 6.4 -0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 4.1 60 -25 8.0 +1.3
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 6.9 +0.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.0 65 -30 6.6 -0.1
SFYX SoFi Next 500 ETF 4.0 0 35 6.1 -0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.0 35 0 5.7 -1.1
ABEQ Absolute Select Value ETF 4.0 85 -50 4.8 -1.9
HOMZ Hoya Capital Housing ETF 3.9 30 5 9.4 +2.6
FVD First Trust Value Line Dividend Index Fund 3.9 65 -30 6.5 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 3.9 4 31 7.0 +0.3
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 -25 5.8 -0.9
NUSC Nuveen ESG Small-Cap ETF 3.9 31 4 5.7 -1.0
JEPI JPMorgan Equity Premium Income ETF 3.9 35 0 5.6 -1.1
DFAT Dimensional U.S. Targeted Value ETF 3.9 28 7 10.1 +3.4
AZTD Aztlan Global Stock Selection DM SMID ETF 3.9 75 -40 7.9 +1.2
SMAP Amplify Small-Mid Cap Equity ETF 3.9 60 -25 5.7 -1.0
FDWM Fidelity Women's Leadership ETF 3.9 59 -24 5.2 -1.5
RPG Invesco S&P 500 Pure Growth ETF 3.9 35 0 3.4 -3.4
VLU SPDR S&P 1500 Value Tilt ETF 3.9 12 23 7.8 +1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 17 8.0 +1.3
USSE Segall Bryant & Hamill Select Equity ETF 3.8 65 -30 4.4 -2.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.8 12 23 4.7 -2.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.8 6 29 4.2 -2.5
DEMZ Democratic Large Cap Core ETF 3.8 45 -10 4.7 -2.0
PFM Invesco Dividend Achievers ETF 3.8 53 -18 5.5 -1.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.8 48 -13 8.5 +1.8
PTL Inspire 500 ETF 3.7 9 26 5.6 -1.2
JHML John Hancock Multifactor Large Cap ETF 3.7 29 6 5.6 -1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 3.7 39 -4 8.7 +2.0
FVAL Fidelity Value Factor ETF 3.7 15 20 7.3 +0.6
ISCV iShares Morningstar Small Cap Value ETF 3.7 6 29 10.0 +3.3
RJMG FT Raymond James Multicap Growth Equity ETF 3.7 85 -50 2.3 -4.4
PRAY FIS Christian Stock Fund 3.7 69 -34 5.2 -1.5
AVUV Avantis U.S. Small Cap Value ETF 3.7 25 10 10.7 +4.0
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.7 -1.1
FELV Fidelity Enhanced Large Cap Value ETF 3.7 18 17 7.0 +0.3
JHDV John Hancock U.S. High Dividend ETF 3.7 34 1 6.9 +0.2
FBCV Fidelity Blue Chip Value ETF 3.7 59 -24 7.6 +0.9
DIVS SmartETFs Dividend Builder ETF 3.7 65 -30 5.1 -1.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.6 17 18 6.2 -0.5
MGV Vanguard Mega Cap Value ETF 3.6 7 28 6.8 +0.1
NULC Nuveen ESG Large-Cap ETF 3.6 21 14 5.0 -1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.6 59 -24 2.9 -3.8
BEEX BeeHive ETF 3.6 84 -49 4.5 -2.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.6 35 0 4.4 -2.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.5 10 25 4.6 -2.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.5 38 -3 6.4 -0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.5 65 -30 3.9 -2.8
FTGS First Trust Growth Strength ETF 3.5 60 -25 5.1 -1.6
PRF Invesco FTSE RAFI US 1000 ETF 3.5 39 -4 7.1 +0.4
QDIV Global X S&P 500 Quality Dividend ETF 3.5 20 15 8.7 +2.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.5 13 22 5.8 -1.0
GOP Unusual Whales Subversive Republican Trading ETF 3.5 50 -15 6.1 -0.7
SPDV AAM S&P 500 High Dividend Value ETF 3.5 29 6 11.2 +4.4
EPS WisdomTree U.S. LargeCap Fund 3.5 8 27 6.0 -0.7
EVUS iShares ESG Aware MSCI USA Value ETF 3.5 18 17 7.0 +0.3
GRPM Invesco S&P MidCap 400 GARP ETF 3.4 35 0 9.5 +2.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.4 35 0 7.7 +1.0
KRMA Global X Conscious Companies ETF 3.4 43 -8 6.1 -0.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.4 75 -40 5.0 -1.7
JHSC John Hancock Multifactor Small Cap ETF 3.4 42 -7 7.2 +0.4
TPSC Timothy Plan US Small Cap Core ETF 3.4 52 -17 7.4 +0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 3.4 17 18 6.3 -0.5
NUMV Nuveen ESG Mid-Cap Value ETF 3.4 31 4 7.4 +0.6
RWL Invesco S&P 500 Revenue ETF 3.4 39 -4 6.9 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.4 10 25 4.6 -2.2
TMFM Motley Fool Mid-Cap Growth ETF 3.4 85 -50 2.6 -4.1
BLCV iShares Large Cap Value Active ETF 3.3 53 -18 7.7 +1.0
OPTZ Optimize Strategy Index ETF 3.3 50 -15 5.3 -1.4
FLDZ RiverNorth Patriot ETF 3.3 75 -40 6.3 -0.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 15 20 6.2 -0.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.3 55 -20 5.0 -1.8
DFAC Dimensional U.S. Core Equity 2 ETF 3.3 17 18 5.9 -0.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.3 15 20 6.3 -0.4
QWLD SPDR MSCI World StrategicFactors ETF 3.3 30 5 6.3 -0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 6.4 -0.4
DGRO iShares Core Dividend Growth ETF 3.2 8 27 6.7 -0.0
VB Vanguard Small-Cap ETF 3.2 5 30 6.5 -0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.2 15 20 4.9 -1.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.2 35 0 11.0 +4.3
ISCB iShares Morningstar Small-Cap ETF 3.2 4 31 6.5 -0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.2 24 11 8.3 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 26 5.8 -0.9
DCOR Dimensional US Core Equity 1 ETF 3.2 14 21 5.7 -1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.2 64 -29 2.5 -4.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.1 25 10 7.4 +0.7
DIVB iShares Core Dividend ETF 3.1 5 30 7.9 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.1 9 26 5.5 -1.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 11.4 +4.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.1 12 23 4.8 -1.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.1 25 10 6.1 -0.7
ONEY SPDR Russell 1000 Yield Focus ETF 3.1 20 15 10.0 +3.3
JSTC Adasina Social Justice All Cap Global ETF 3.0 89 -54 4.9 -1.8
FNDB Schwab Fundamental US Broad Market Index ETF 3.0 25 10 7.5 +0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 3.0 4 31 6.5 -0.2
FPX First Trust US Equity Opportunities ETF 3.0 61 -26 1.0 -5.7
STXD Strive 1000 Dividend Growth ETF 3.0 35 0 5.1 -1.7
MODL VictoryShares WestEnd U.S. Sector ETF 3.0 42 -7 4.8 -1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 3.0 35 0 5.3 -1.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.0 9 26 5.1 -1.6
FFTY Innovator IBD 50 ETF 3.0 80 -45 0.5 -6.2
ILCV iShares Morningstar Value ETF 3.0 4 31 6.9 +0.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.0 70 -35 4.8 -1.9
IUSV iShares Core S&P US Value ETF 2.9 4 31 6.8 +0.1
COWS Amplify Cash Flow Dividend Leaders ETF 2.9 0 35 12.6 +5.9
DFAS Dimensional U.S. Small Cap ETF 2.9 26 9 7.0 +0.3
STXK Strive Small-Cap ETF 2.9 18 17 6.5 -0.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.9 52 -17 6.5 -0.2
VXF Vanguard Extended Market ETF 2.9 6 29 5.0 -1.7
SMLF iShares U.S. SmallCap Equity Factor ETF 2.9 15 20 6.6 -0.1
SIXS ETC 6 Meridian Small Cap Equity ETF 2.9 89 -54 10.4 +3.7
FYC First Trust Small Cap Growth AlphaDEX Fund 2.9 71 -36 0.6 -6.1
REVS Columbia Research Enhanced Value ETF 2.9 19 16 8.0 +1.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.9 48 -13 6.3 -0.5
TAX Cambria Tax Aware ETF 2.8 49 -14 5.5 -1.3
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -90 5.6 -1.2
CHGX AXS Change Finance ESG ETF 2.8 49 -14 5.0 -1.7
IWX iShares Russell Top 200 Value ETF 2.8 20 15 6.5 -0.2
VOOV Vanguard S&P 500 Value ETF 2.8 10 25 6.5 -0.2
SUSA iShares MSCI USA ESG Select ETF 2.8 25 10 5.0 -1.7
IVE iShares S&P 500 Value ETF 2.8 18 17 6.5 -0.2
DTD WisdomTree U.S. Total Dividend Fund 2.8 28 7 6.6 -0.1
SPYV SPDR Portfolio S&P 500 Value ETF 2.8 4 31 6.6 -0.1
SCHA Schwab U.S. Small-Cap ETF 2.8 4 31 6.6 -0.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.7 39 -4 10.3 +3.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.7 49 -14 4.7 -2.0
QDF FlexShares Quality Dividend Index Fund 2.7 37 -2 6.6 -0.1
IUS Invesco RAFI Strategic US ETF 2.7 19 16 7.0 +0.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.7 70 -35 3.2 -3.5
ISCG iShares Morningstar Small-Cap Growth ETF 2.7 6 29 3.1 -3.7
SMMD iShares Russell 2500 ETF 2.7 15 20 6.7 0.0
LVOL American Century Low Volatility ETF 2.7 29 6 4.7 -2.0
SPHQ Invesco S&P 500 Quality ETF 2.7 15 20 5.3 -1.4
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 26 5.0 -1.7
THRO iShares U.S. Thematic Rotation Active ETF 2.6 90 -55 4.2 -2.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.6 60 -25 2.2 -4.5
ADME Aptus Drawdown Managed Equity ETF 2.6 79 -44 4.3 -2.4
DFAU Dimensional US Core Equity Market ETF 2.6 12 23 5.3 -1.4
DSPY Tema S&P 500 Historical Weight ETF 2.6 18 17 5.4 -1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 20 5.2 -1.5
DSI iShares MSCI KLD 400 Social ETF 2.6 25 10 5.1 -1.6
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 11.1 +4.4
HKND Humankind US Stock ETF 2.6 11 24 7.5 +0.7
HDUS Hartford Disciplined US Equity ETF 2.6 19 16 6.0 -0.7
APUE ActivePassive U.S. Equity ETF 2.5 45 -10 4.9 -1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.5 95 -60 0.7 -6.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.5 20 15 7.2 +0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 23 5.4 -1.3
HAPS Harbor Human Capital Factor US Small Cap ETF 2.5 60 -25 4.5 -2.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 20 7.7 +1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 2.5 9 26 4.9 -1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.4 32 3 5.1 -1.6
SCHD Schwab US Dividend Equity ETF 2.4 6 29 10.0 +3.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.4 75 -40 4.2 -2.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.4 7 28 10.3 +3.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.4 19 16 5.4 -1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 6 4.6 -2.2
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 25 5.4 -1.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.4 29 6 5.0 -1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 24 5.3 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 5.2 -1.5
DLN WisdomTree U.S. LargeCap Dividend Fund 2.4 28 7 6.2 -0.5
ESGU iShares ESG Aware MSCI USA ETF 2.4 15 20 5.1 -1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 5.2 -1.6
BIBL Inspire 100 ETF 2.3 35 0 5.4 -1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.3 -1.4
DHS WisdomTree U.S. High Dividend Fund 2.3 38 -3 8.4 +1.7
FFLC Fidelity Fundamental Large Cap Core ETF 2.3 38 -3 4.8 -1.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.3 60 -25 10.3 +3.6
WCEO Hypatia Women CEO ETF 2.3 85 -50 4.7 -2.1
MTUM iShares MSCI USA Momentum Factor ETF 2.3 15 20 3.7 -3.1
XVV iShares ESG Screened S&P 500 ETF 2.3 8 27 5.1 -1.6
DFUS Dimensional U.S. Equity ETF 2.3 9 26 5.1 -1.6
BKWO BNY Mellon Women's Opportunities ETF 2.3 50 -15 3.8 -2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 25 5.2 -1.5
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 5.1 -1.6
VONE Vanguard Russell 1000 ETF 2.3 8 27 5.2 -1.5
XSLV Invesco S&P SmallCap Low Volatility ETF 2.2 25 10 7.6 +0.9
IWB iShares Russell 1000 ETF 2.2 15 20 5.1 -1.6
FYX First Trust Small Cap Core AlphaDEX Fund 2.2 61 -26 6.8 +0.1
IYY iShares Dow Jones U.S. ETF 2.2 20 15 5.1 -1.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.2 3 32 5.4 -1.3
VTI Vanguard Total Stock Market ETF 2.2 3 32 5.1 -1.6
SFY SoFi Select 500 ETF 2.2 0 35 4.7 -2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 32 5.2 -1.5
VTHR Vanguard Russell 3000 ETF 2.2 10 25 5.1 -1.6
SCHK Schwab 1000 Index ETF 2.2 5 30 5.3 -1.5
IWV iShares Russell 3000 ETF 2.2 20 15 5.0 -1.7
FELC Fidelity Enhanced Large Cap Core ETF 2.2 18 17 5.5 -1.2
SCHB Schwab U.S. Broad Market ETF 2.2 3 32 5.3 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 33 5.2 -1.5
SHE SPDR MSCI USA Gender Diversity ETF 2.2 20 15 5.2 -1.5
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 23 8.6 +1.9
VOTE TCW Transform 500 ETF 2.2 5 30 5.1 -1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 35 5.2 -1.6
SCHX Schwab U.S. Large-Cap ETF 2.2 3 32 5.2 -1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.2 39 -4 6.4 -0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 28 5.1 -1.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 15 5.0 -1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.1 7 28 5.3 -1.5
SUSL iShares ESG MSCI USA Leaders ETF 2.1 10 25 5.2 -1.5
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 32 5.2 -1.6
VV Vanguard Large-Cap ETF 2.1 4 31 5.1 -1.6
IJS iShares S&P Small-Cap 600 Value ETF 2.1 18 17 10.8 +4.1
VOO Vanguard S&P 500 ETF 2.1 3 32 5.2 -1.5
IVV iShares Core S&P 500 ETF 2.1 3 32 5.2 -1.5
SPLG SPDR Portfolio S&P 500 ETF 2.1 2 33 5.2 -1.5
SPY SPDR S&P 500 ETF Trust 2.1 9 26 5.2 -1.6
GQQQ Astoria US Quality Growth Kings ETF 2.1 35 0 4.9 -1.8
KOCG FIS Knights of Columbus Global Belief ETF 2.1 75 -40 5.2 -1.5
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 23 7.9 +1.2
ULVM VictoryShares US Value Momentum ETF 2.1 20 15 7.6 +0.9
TMFX Motley Fool Next Index ETF 2.1 50 -15 2.8 -4.0
INRO iShares U.S. Industry Rotation Active ETF 2.1 42 -7 4.9 -1.8
PBUS Invesco MSCI USA ETF 2.0 4 31 5.1 -1.6
STRV Strive 500 ETF 2.0 5 30 5.1 -1.6
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 22 6.7 -0.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.0 15 20 4.4 -2.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.0 8 27 5.2 -1.5
LRGF iShares U.S. Equity Factor ETF 2.0 8 27 5.8 -0.9
FQAL Fidelity Quality Factor ETF 2.0 15 20 5.9 -0.8
KBWD Invesco KBW High Dividend Yield Financial ETF 2.0 384 -349 13.9 +7.2
VALQ American Century U.S. Quality Value ETF 2.0 29 6 7.9 +1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 15 20 10.8 +4.1
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 -10 9.6 +2.9
KLMN Invesco MSCI North America Climate ETF 2.0 9 26 5.3 -1.4
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 17 4.9 -1.8
DUSA Davis Select U.S. Equity ETF 2.0 61 -26 7.6 +0.9
DWLD Davis Select Worldwide ETF 2.0 63 -28 7.7 +1.0
ESIX SPDR S&P SmallCap 600 ESG ETF 2.0 12 23 8.6 +1.9
SLYV SPDR S&P 600 Small Cap Value ETF 2.0 15 20 10.8 +4.1
JPEF JPMorgan Equity Focus ETF 2.0 50 -15 4.5 -2.2
CGDV Capital Group Dividend Value ETF 2.0 33 2 4.7 -2.0
VLUE iShares MSCI USA Value Factor ETF 2.0 15 20 10.2 +3.5
EDOW First Trust Dow 30 Equal Weight ETF 2.0 50 -15 5.4 -1.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.0 7 28 7.7 +1.0
DIA SPDR Dow Jones Industrial Average ETF Trust 2.0 16 19 5.8 -1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 20 8.4 +1.7
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 10 5.7 -1.0
OALC OneAscent Large Cap Core ETF 2.0 86 -51 4.3 -2.4
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 5.5 -1.3
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 6 7.5 +0.8
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 10 6.2 -0.5
HDV iShares Core High Dividend ETF 1.9 8 27 7.0 +0.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 0 10.1 +3.4
UDI USCF Dividend Income Fund 1.9 65 -30 8.5 +1.8
BFOR ALPS Barron's 400 ETF 1.9 65 -30 6.4 -0.3
LCF Touchstone US Large Cap Focused ETF 1.9 69 -34 4.5 -2.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.9 56 -21 2.7 -4.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 -4 3.2 -3.5
IJR iShares Core S&P Small Cap ETF 1.9 6 29 8.3 +1.6
FEGE First Eagle Global Equity ETF 1.9 79 -44 7.1 +0.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.8 49 -14 12.3 +5.6
HEAL Global X HealthTech ETF 1.8 50 -15 -0.7 -7.4
FDFF Fidelity Disruptive Finance ETF 1.8 50 -15 4.2 -2.6
QUAL iShares MSCI USA Quality Factor ETF 1.8 15 20 5.5 -1.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.8 78 -43 9.6 +2.9
GGRW Gabelli Growth Innovators ETF 1.8 90 -55 2.4 -4.3
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -10 3.6 -3.1
CAML Congress Large Cap Growth ETF 1.8 66 -31 3.4 -3.3
SDOG ALPS Sector Dividend Dogs ETF 1.8 36 -1 9.6 +2.9
PEY Invesco High Yield Equity Dividend Achievers ETF 1.8 52 -17 10.5 +3.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.8 39 -4 12.6 +5.9
ACSI American Customer Satisfaction ETF 1.8 65 -30 5.0 -1.8
MDLV Morgan Dempsey Large Cap Value ETF 1.8 58 -23 7.6 +0.9
BLES Inspire Global Hope ETF 1.8 61 -26 7.0 +0.2
QGRO American Century U.S. Quality Growth ETF 1.8 29 6 3.6 -3.1
SAMT Strategas Macro Thematic Opportunities ETF 1.8 65 -30 3.0 -3.7
SXQG ETC 6 Meridian Quality Growth ETF 1.8 100 -65 4.8 -1.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.8 29 6 6.5 -0.2
TOGA Tremblant Global ETF 1.8 69 -34 1.6 -5.2
GRNY Fundstrat Granny Shots US Large Cap ETF 1.8 75 -40 2.8 -3.9
FDRR Fidelity Dividend ETF for Rising Rates 1.8 15 20 7.5 +0.8
SMRI Bushido Capital US Equity ETF 1.8 71 -36 9.5 +2.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 10 25 8.2 +1.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.8 85 -50 3.9 -2.8
DIVL Madison Dividend Value ETF 1.8 65 -30 6.2 -0.5
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -14 4.8 -1.9
JGRW Jensen Quality Growth ETF 1.8 57 -22 4.7 -2.0
CSMD Congress SMid Growth ETF 1.8 69 -34 4.0 -2.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 32 8.3 +1.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.8 10 25 5.5 -1.2
RVRB Reverb ETF 1.8 30 5 4.8 -1.9
SVAL iShares US Small Cap Value Factor ETF 1.7 20 15 11.6 +4.9
MVPA Miller Value Partners Appreciation ETF 1.7 60 -25 9.7 +3.0
FEOE First Eagle Overseas Equity ETF 1.7 79 -44 8.3 +1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.7 30 5 9.2 +2.5
JGLO JPMorgan Global Select Equity ETF 1.7 33 2 5.1 -1.6
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 5.7 -1.0
HLGE Hartford Longevity Economy ETF 1.7 44 -9 6.5 -0.2
VBK Vanguard Small-Cap Growth ETF 1.7 7 28 2.0 -4.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -17 6.9 +0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 26 5.4 -1.3
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 8.0 +1.3
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -50 3.5 -3.2
FPAG FPA Global Equity ETF 1.7 49 -14 6.1 -0.7
PCGG Polen Capital Global Growth ETF 1.7 85 -50 3.8 -2.9
TMFG Motley Fool Global Opportunities ETF 1.7 85 -50 4.0 -2.7
TOLL Tema Monopolies and Oligopolies ETF 1.7 75 -40 4.0 -2.7
IJT iShares S&P Small-Cap 600 Growth ETF 1.7 18 17 5.9 -0.8
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -25 10.3 +3.6
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -24 4.0 -2.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 26 6.1 -0.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 26 4.8 -1.9
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 7 5.7 -1.0
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 31 4.4 -2.3
KONG Formidable Fortress ETF 1.6 89 -54 6.2 -0.6
ACVF American Conservative Values ETF 1.6 75 -40 4.5 -2.2
FYT First Trust Small Cap Value AlphaDEX Fund 1.6 73 -38 12.0 +5.3
TOK iShares MSCI Kokusai ETF 1.6 26 9 5.4 -1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.6 15 20 5.9 -0.8
ITEQ BlueStar Israel Technology ETF 1.6 75 -40 1.9 -4.8
IWP iShares Russell Mid-Cap Growth ETF 1.6 23 12 3.5 -3.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.6 15 20 5.9 -0.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -1 5.1 -1.7
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 5.9 -0.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 30 8.3 +1.6
SURE AdvisorShares Insiders Advantage ETF 1.6 90 -55 10.6 +3.9
EES WisdomTree U.S. SmallCap Fund 1.5 38 -3 9.6 +2.9
VOOG Vanguard S&P 500 Growth ETF 1.5 10 25 4.3 -2.4
IVW iShares S&P 500 Growth ETF 1.5 18 17 4.2 -2.5
SPYG SPDR Portfolio S&P 500 Growth ETF 1.5 4 31 4.3 -2.4
CGGO Capital Group Global Growth Equity ETF 1.5 47 -12 4.8 -1.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.5 20 15 6.3 -0.5
RECS Columbia Research Enhanced Core ETF 1.5 15 20 6.1 -0.6
JSML Janus Henderson Small Cap Growth Alpha ETF 1.5 30 5 8.5 +1.8
URTH iShares MSCI World ETF 1.5 24 11 5.4 -1.3
MGC Vanguard Mega Cap ETF 1.5 7 28 4.9 -1.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 16 6.6 -0.1
SNPG Xtrackers S&P 500 Growth ESG ETF 1.5 15 20 4.7 -2.0
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.7 -2.0
SPMO Invesco S&P 500 Momentum ETF 1.5 13 22 3.8 -2.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -30 7.6 +0.9
ETHO Etho Climate Leadership U.S. ETF 1.4 47 -12 5.7 -1.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.4 79 -44 4.7 -2.0
VTWG Vanguard Russell 2000 Growth ETF 1.4 15 20 1.5 -5.2
ILCG iShares Morningstar Growth ETF 1.4 4 31 3.9 -2.8
IWO iShares Russell 2000 Growth ETF 1.4 24 11 1.5 -5.2
ROSC Hartford Multifactor Small Cap ETF 1.4 34 1 10.3 +3.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 15 6.0 -0.7
IWL iShares Russell Top 200 ETF 1.4 15 20 4.9 -1.8
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 25 6.1 -0.7
DGT SPDR Global Dow ETF 1.4 50 -15 7.4 +0.7
RSSL Global X Russell 2000 ETF 1.4 8 27 4.8 -1.9
VT Vanguard Total World Stock ETF 1.4 7 28 6.2 -0.5
VTWO Vanguard Russell 2000 ETF 1.4 10 25 4.8 -1.9
IWM iShares Russell 2000 ETF 1.4 19 16 4.8 -1.9
ACWI iShares MSCI ACWI ETF 1.3 32 3 5.9 -0.8
PWB Invesco Large Cap Growth ETF 1.3 56 -21 2.9 -3.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 7.0 +0.2
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.5 -2.2
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -13 4.6 -2.1
TMAT Main Thematic Innovation ETF 1.3 164 -129 -1.4 -8.1
FCPI Fidelity Stocks for Inflation ETF 1.3 15 20 7.7 +1.0
STXG Strive 1000 Growth ETF 1.3 18 17 4.1 -2.6
IWN iShares Russell 2000 Value ETF 1.3 24 11 8.3 +1.6
WBIY WBI Power Factor High Dividend ETF 1.3 100 -65 15.9 +9.2
VTWV Vanguard Russell 2000 Value ETF 1.3 15 20 8.3 +1.6
AIEQ AI Powered Equity ETF 1.3 75 -40 3.9 -2.8
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 10 8.4 +1.7
GSPY Gotham Enhanced 500 ETF 1.3 50 -15 5.6 -1.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.2 65 -30 1.0 -5.7
RND First Trust Bloomberg R&D Leaders ETF 1.2 60 -25 3.8 -2.9
ITAN Sparkline Intangible Value ETF 1.2 50 -15 7.0 +0.3
PSC Principal U.S. Small-Cap ETF 1.2 38 -3 7.2 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 1.2 39 -4 6.0 -0.7
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 10 6.4 -0.3
GURU Global X Guru Index ETF 1.2 75 -40 3.6 -3.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.1 12 23 7.8 +1.1
FFND Future Fund Active ETF 1.1 100 -65 4.6 -2.1
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -40 3.9 -2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 6 9.1 +2.4
FDMO Fidelity Momentum Factor ETF 1.0 15 20 3.9 -2.8
VOT Vanguard Mid-Cap Growth ETF 1.0 7 28 3.7 -3.0
GINX SGI Enhanced Global Income ETF 1.0 98 -63 7.1 +0.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 6.9 +0.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.0 35 0 9.8 +3.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 23 4.7 -2.0
FESM Fidelity Enhanced Small Cap ETF 1.0 28 7 8.2 +1.5
VUSE Vident U.S. Equity Strategy ETF 0.9 50 -15 4.7 -2.0
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 -4 8.6 +1.9
RCGE RockCreek Global Equality ETF 0.9 95 -60 6.6 -0.2
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -14 5.0 -1.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 5.7 -1.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.8 38 -3 10.7 +4.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.8 4 31 4.2 -2.6
GLOF iShares Global Equity Factor ETF 0.8 20 15 7.0 +0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 7.2 +0.5
ISMD Inspire Small/Mid Cap ETF 0.8 54 -19 6.4 -0.3
DUHP Dimensional US High Profitability ETF 0.8 21 14 6.6 -0.1
ISRA VanEck Israel ETF 0.8 59 -24 7.4 +0.7
CGDG Capital Group Dividend Growers ETF 0.7 47 -12 6.3 -0.4
KOMP SPDR S&P Kensho New Economies Composite ETF 0.7 20 15 2.9 -3.8
VONG Vanguard Russell 1000 Growth ETF 0.7 8 27 4.7 -2.0
IWF iShares Russell 1000 Growth ETF 0.7 19 16 4.6 -2.1
IWY iShares Russell Top 200 Growth ETF 0.7 20 15 4.7 -2.0
FINX Global X FinTech ETF 0.7 68 -33 2.3 -4.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 9.9 +3.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 11.3 +4.6
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 8.8 +2.1
IOO iShares Global 100 ETF 0.6 41 -6 5.2 -1.5
JGRO JPMorgan Active Growth ETF 0.6 44 -9 3.6 -3.1
TMFC Motley Fool 100 Index ETF 0.6 50 -15 3.7 -3.0
TTAC FCF US Quality ETF 0.5 59 -24 6.0 -0.7
TXS Texas Capital Texas Equity Index ETF 0.5 49 -14 5.7 -1.0
FDG American Century Focused Dynamic Growth ETF 0.5 45 -10 2.2 -4.6
VIDI Vident International Equity Strategy ETF 0.5 61 -26 11.7 +5.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 14 4.0 -2.7
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 17 4.3 -2.4
APIE ActivePassive International Equity ETF 0.3 45 -10 7.7 +1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 5.6 -1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.6 -0.1
OEF iShares S&P 100 ETF 0.3 20 15 4.8 -1.9
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -24 3.1 -3.7
VUG Vanguard Growth ETF 0.2 4 31 4.2 -2.5
MGK Vanguard Mega Cap Growth ETF 0.2 7 28 4.3 -2.4
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 17 3.9 -2.8
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.4 -2.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -12 10.0 +3.3

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 SPDR S&P Insurance ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.0 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.74 CATEGORY
AVERAGE		 1.59
 
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.