SPDR S&P Insurance ETF
ALTAR
Score™		 9.2% info Recommen-
dation		 OVERWEIGHT
2023E    2024E
P/E
ratio		 9.9x P/Sales
ratio		 1.1x
P/BV
ratio		 0.9x Div.
yield		 2.5%


  • 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) $459
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) $21,885
Large cap (>$10bn) 54.0%
Mid cap ($2-10bn) 44.4%
Small cap (<$2bn) 1.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ARCH CAPITAL GROUP LTD 2.5 %
PROGRESSIVE CORP 2.5 %
EVEREST RE GROUP LTD 2.4 %
CINCINNATI FINANCIAL CORP 2.4 %
SELECTIVE INSURANCE GROUP 2.4 %
RENAISSANCERE HOLDINGS LTD 2.4 %
KINSALE CAPITAL GROUP, INC. 2.4 %
LOEWS CORP 2.3 %
FIRST AMERICAN FINANCIAL 2.3 %
OLD REPUBLIC INTL CORP 2.3 %
Total 23.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 78.8 %
BERMUDA 12.0 %
IRELAND 2.4 %
BRITAIN 2.2 %
SWITZERLAND 2.1 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
5.7% 10.6% 9.5% 12.3% 7.2%

Market Correlations
versus... Beta R-squared
S&P500 0.85 65%
MSCI EAFE 0.88 66%
MSCI Emg. Mkts. 0.63 40%

Technical Indicators
Recent close $37.51
30d moving avg. $41.96
Annualized volatility 22.1%
Short interest (ETF) 24.0%
Short interest (Underlying) 2.3%
Relative strength (RSI) 38

Liquidity measures
Avg. volume (thou.) 891
Turnover 7.3%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $3,453

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 563 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™: 9.2%


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 53.3 39 -4 8.6 -0.6
KBWP Invesco KBW Property & Casualty Insurance ETF 38.4 35 0 7.6 -1.6
RYF Invesco S&P 500 Equal Weight Financials ETF 34.9 40 -5 10.6 +1.4
PFI Invesco DWA Financial Momentum ETF 31.2 60 -25 8.7 -0.5
FXO First Trust Financials AlphaDEX Fund 25.7 61 -26 14.1 +4.9
IYF iShares U.S. Financials ETF 21.9 39 -4 9.2 +0.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 21.4 60 -25 7.2 -2.0
FNCL Fidelity MSCI Financials Index ETF 20.6 8 27 10.1 +0.9
VFH Vanguard Financials Index Fund 20.5 10 25 10.0 +0.8
XLF Financial Select Sector SPDR Fund 20.3 10 25 9.4 +0.2
FOVL iShares Focused Value Factor ETF 15.2 25 10 13.7 +4.5
SPVM Invesco S&P 500 Value with Momentum ETF 13.2 39 -4 10.4 +1.2
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 12.9 96 -61 5.6 -3.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.3 25 10 7.1 -2.2
SPLV Invesco S&P 500 Low Volatility ETF 11.3 25 10 7.0 -2.2
SPMV Invesco S&P 500 Minimum Variance ETF 11.1 10 25 6.7 -2.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 10.7 60 -25 15.0 +5.8
IXG iShares Global Financials ETF 10.2 40 -5 10.5 +1.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 9.9 41 -6 7.7 -1.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.8 70 -35 6.5 -2.8
LGLV SPDR Russell 1000 Low Volatility ETF 9.8 12 23 6.3 -2.9
RDVY First Trust Rising Dividend Achievers ETF 9.6 50 -15 10.0 +0.8
FLRG Fidelity U.S. Multifactor ETF 9.5 29 6 8.6 -0.6
LVOL American Century Low Volatility ETF 9.3 29 6 6.8 -2.4
VAMO Cambria Value & Momentum ETF 9.2 64 -29 13.1 +3.9
OALC OneAscent Large Cap Core ETF 9.2 76 -41 6.6 -2.6
NVQ QRAFT AI-Enhanced US Next Value ETF 9.2 75 -40 13.8 +4.6
WTV WisdomTree US Value Fund 9.1 12 23 10.1 +0.9
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 8.9 20 15 8.9 -0.3
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 8.9 80 -45 8.8 -0.4
PEY Invesco High Yield Equity Dividend Achievers ETF 8.7 53 -18 9.4 +0.2
PKW Invesco Buyback Achievers ETF 8.6 64 -29 10.5 +1.3
FDLO Fidelity Low Volatility Factor ETF 8.5 29 6 6.5 -2.7
PWV Invesco Dynamic Large Cap Value ETF 8.3 58 -23 9.4 +0.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8.2 75 -40 6.9 -2.3
JOET Virtus Terranova US Quality Momentum ETF 8.2 29 6 7.3 -1.9
FLV American Century Focused Large Cap Value ETF 8.1 42 -7 7.5 -1.7
DFNL Davis Select Financial ETF 8.0 62 -27 10.0 +0.8
USMF WisdomTree U.S. Multifactor Fund 7.9 28 7 9.5 +0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 7.7 80 -45 9.7 +0.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.7 20 15 8.9 -0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 7.7 52 -17 7.5 -1.7
TPHD Timothy Plan High Dividend Stock ETF 7.7 52 -17 7.9 -1.3
DVY iShares Select Dividend ETF 7.6 39 -4 10.0 +0.8
XMLV Invesco S&P MidCap Low Volatility ETF 7.4 25 10 8.0 -1.2
XMVM Invesco S&P MidCap Value with Momentum ETF 7.4 39 -4 14.3 +5.1
VOE Vanguard Mid-Cap Value Index Fund 7.4 7 28 9.3 +0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 7.3 35 0 13.0 +3.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 7.3 17 18 8.9 -0.4
SPGP Invesco S&P 500 GARP ETF 7.2 36 -1 10.5 +1.3
SYLD Cambria Shareholder Yield ETF 7.2 59 -24 13.9 +4.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.2 75 -40 11.4 +2.2
CZA Invesco Zacks Mid-Cap ETF 7.0 69 -34 8.0 -1.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.8 60 -25 12.6 +3.4
TMDV ProShares Russell US Dividend Growers ETF 6.8 36 -1 6.8 -2.4
SXUS Janus Henderson International Sustainable Equity ETF 6.8 60 -25 4.4 -4.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.8 55 -20 4.5 -4.7
ONEY SPDR Russell 1000 Yield Focus ETF 6.7 20 15 11.3 +2.1
IWS iShares Russell Mid-Cap Value ETF 6.6 23 12 8.1 -1.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 6.6 45 -10 6.8 -2.4
ESGS Columbia Sustainable U.S. Equity Income ETF 6.6 35 0 8.5 -0.7
RPV Invesco S&P 500 Pure Value ETF 6.5 35 0 14.4 +5.2
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 6.4 35 0 7.8 -1.4
USVT US Value ETF 6.4 49 -14 13.1 +3.9
CFA VictoryShares US 500 Volatility Weighted Index ETF 6.4 35 0 7.8 -1.4
QLV FlexShares US Quality Low Volatility Index Fund 6.3 22 13 6.8 -2.4
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 6.2 48 -13 8.3 -0.9
USMV iShares Edge MSCI Min Vol USA ETF 6.2 15 20 7.0 -2.3
WGRO WisdomTree U.S. Growth & Momentum Fund 6.2 55 -20 7.8 -1.4
MTUM iShares MSCI USA Momentum Factor ETF 6.1 15 20 8.4 -0.8
FDMO Fidelity Momentum Factor ETF 6.1 29 6 6.7 -2.5
ZECP Zacks Earnings Consistent Portfolio ETF 6.1 55 -20 6.7 -2.5
STLV iShares Factors US Value Style ETF 6.0 25 10 10.9 +1.7
JSTC Adasina Social Justice All Cap Global ETF 6.0 89 -54 6.7 -2.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.9 35 0 7.1 -2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.9 15 20 8.3 -0.9
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 5.9 35 0 8.7 -0.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.9 35 0 8.8 -0.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 5.8 85 -50 7.9 -1.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.7 64 -29 8.3 -0.9
PWC Invesco Dynamic Market ETF 5.7 60 -25 8.2 -1.0
VEGN US Vegan Climate ETF 5.7 60 -25 6.2 -3.1
FTCS First Trust Capital Strength ETF 5.7 55 -20 7.7 -1.5
CLRG IQ Chaikin U.S. Large Cap ETF 5.6 25 10 7.0 -2.2
ROUS Hartford Multifactor US Equity ETF 5.6 19 16 8.8 -0.4
PSCF Invesco S&P SmallCap Financials ETF 5.6 29 6 12.2 +3.0
VFMO Vanguard U.S. Momentum Factor ETF 5.6 13 22 4.5 -4.7
AUSF Global X Adaptive U.S. Factor ETF 5.6 27 8 8.2 -1.0
ONEO SPDR Russell 1000 Momentum Focus ETF 5.5 20 15 9.5 +0.3
NULV Nuveen ESG Large-Cap Value ETF 5.5 25 10 8.7 -0.5
KONG Formidable Fortress ETF 5.5 89 -54 6.4 -2.8
VFVA Vanguard U.S. Value Factor ETF 5.4 13 22 13.2 +4.0
AILV Alpha Intelligent - Large Cap Value ETF 5.4 85 -50 7.5 -1.7
AVLV Avantis U.S. Large Cap Value ETF 5.4 15 20 9.6 +0.4
SCHD Schwab U.S. Dividend Equity ETF 5.4 6 29 9.8 +0.6
DON WisdomTree U.S. MidCap Dividend Fund 5.3 38 -3 10.5 +1.3
HEET Hartford Schroders ESG US Equity ETF 5.3 39 -4 7.6 -1.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.3 15 20 7.6 -1.6
TPLC Timothy Plan US Large Cap Core ETF 5.2 52 -17 7.3 -1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.2 52 -17 6.7 -2.5
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 5.2 20 15 6.7 -2.5
AFLG First Trust Active Factor Large Cap ETF 5.2 55 -20 8.3 -0.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.1 38 -3 7.7 -1.5
GDIV Harbor Dividend Growth Leaders ETF 5.1 50 -15 8.3 -0.9
IMCV iShares Morningstar Mid-Cap Value ETF 5.1 6 29 9.7 +0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 5.0 18 17 10.1 +0.9
MDYV SPDR S&P 400 Mid Cap Value ETF 5.0 15 20 10.1 +0.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.0 15 20 20.3 +11.1
XMMO Invesco S&P MidCap Momentum ETF 5.0 33 2 8.9 -0.3
YLDE ClearBridge Dividend Strategy ESG ETF 4.9 59 -24 6.6 -2.6
JMOM JPMorgan U.S. Momentum Factor ETF 4.9 12 23 7.5 -1.7
JQUA JPMorgan U.S. Quality Factor ETF 4.9 12 23 7.4 -1.8
VSDA VictoryShares Dividend Accelerator ETF 4.8 35 0 7.3 -1.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.8 60 -25 12.0 +2.8
SDY SPDR S&P Dividend ETF 4.8 35 0 7.6 -1.6
YPS Arrow Reverse Cap 500 ETF 4.8 29 6 7.2 -2.0
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.7 30 5 9.4 +0.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.7 35 0 9.9 +0.7
SPVU Invesco S&P 500 Enhanced Value ETF 4.7 13 22 13.5 +4.3
JHMM John Hancock Multifactor Mid Cap ETF 4.7 41 -6 8.4 -0.8
VLU SPDR S&P 1500 Value Tilt ETF 4.7 12 23 9.0 -0.2
FDWM Fidelity Women's Leadership ETF 4.7 59 -24 6.4 -2.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.7 15 20 9.4 +0.2
REVS Columbia Research Enhanced Value ETF 4.7 19 16 9.8 +0.6
FLLV Franklin Liberty U.S. Low Volatility ETF 4.7 29 6 6.7 -2.6
GFGF Guru Favorite Stocks ETF 4.7 65 -30 7.1 -2.1
RYJ Invesco Raymond James SB-1 Equity ETF 4.7 81 -46 6.0 -3.2
VBR Vanguard Small Cap Value Index Fund 4.6 7 28 9.9 +0.7
IWR iShares Russell Midcap ETF 4.6 18 17 7.0 -2.2
BKUS BNY Mellon Sustainable US Equity ETF 4.6 60 -25 5.9 -3.3
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 4.6 29 6 9.0 -0.2
SAMT Strategas Macro Thematic Opportunities ETF 4.5 65 -30 4.3 -4.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 9.1 -0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 8.1 -1.1
FBCV Fidelity Blue Chip Value ETF 4.5 59 -24 8.0 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 4.5 39 -4 8.4 -0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.5 65 -30 5.9 -3.3
ABEQ Absolute Core Strategy ETF 4.5 85 -50 5.4 -3.8
FVD First Trust Value Line Dividend Index Fund 4.5 67 -32 7.0 -2.2
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 15 7.6 -1.6
WBIY WBI Power Factor High Dividend ETF 4.4 70 -35 13.7 +4.5
DFAT Dimensional U.S. Targeted Value ETF 4.4 29 6 10.4 +1.2
XJH iShares ESG Screened S&P Mid-Cap ETF 4.4 12 23 8.7 -0.5
TMFM Motley Fool Mid-Cap Growth ETF 4.4 85 -50 4.9 -4.3
FSMD Fidelity Small-Mid Factor ETF 4.4 29 6 8.8 -0.4
VFMF Vanguard U.S. Multifactor ETF 4.3 18 17 11.0 +1.8
XMHQ Invesco S&P MidCap Quality ETF 4.3 25 10 10.1 +0.9
VYM Vanguard High Dividend Yield Index ETF 4.3 6 29 9.0 -0.2
PDP Invesco DWA Momentum ETF 4.3 62 -27 6.0 -3.2
RWK Invesco S&P MidCap 400 Revenue ETF 4.3 39 -4 11.4 +2.2
IPDP Dividend Performers ETF 4.3 89 -54 7.3 -1.9
PWB Invesco Dynamic Large Cap Growth ETF 4.3 56 -21 5.5 -3.8
FMIL Fidelity New Millennium ETF 4.3 59 -24 6.9 -2.3
IMCB iShares Morningstar Mid-Cap ETF 4.3 4 31 7.5 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.3 29 6 9.0 -0.2
PY Principal Shareholder Yield Index ETF 4.3 15 20 8.7 -0.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 7.5 -1.7
DIVS SmartETFs Dividend Builder ETF 4.3 65 -30 5.9 -3.3
VIG Vanguard Dividend Appreciation Index Fund 4.2 6 29 7.1 -2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.2 80 -45 7.3 -1.9
SCHM Schwab U.S. Mid-Cap ETF 4.2 4 31 7.1 -2.1
YALL God Bless America ETF 4.2 65 -30 4.3 -4.9
JHSC John Hancock Multifactor Small Cap ETF 4.2 42 -7 7.5 -1.7
PZLD Puzzle Divdend Leaders 4.2 10 25 7.7 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 4.2 37 -2 7.8 -1.4
LEAD Siren DIVCON Leaders Dividend ETF 4.2 43 -8 7.1 -2.1
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.2 82 -47 6.9 -2.3
EUSA iShares MSCI USA Equal Weighted ETF 4.2 9 26 7.4 -1.8
MDY SPDR S&P Midcap 400 ETF Trust 4.1 22 13 8.7 -0.5
SCHV Schwab U.S. Large-Cap Value ETF 4.1 4 31 8.3 -1.0
ACSI American Customer Satisfaction Core Alpha ETF 4.1 65 -30 4.7 -4.5
VO Vanguard Mid-Cap Index Fund 4.1 4 31 7.4 -1.8
FPAG FPA Global Equity ETF 4.1 49 -14 6.8 -2.4
VTV Vanguard Value Index Fund 4.1 4 31 8.7 -0.5
SIZE iShares MSCI USA Size Factor ETF 4.1 15 20 7.3 -1.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 4.1 35 0 10.4 +1.2
IJH iShares Core S&P Mid-Cap ETF 4.0 5 30 8.9 -0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 4.0 10 25 17.6 +8.4
SPMD SPDR Portfolio Mid Cap ETF 4.0 5 30 8.9 -0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 4.0 35 0 10.4 +1.2
JEPI JPMorgan Equity Premium Income ETF 4.0 35 0 6.5 -2.7
FTA First Trust Large Cap Value AlphaDEX Fund 4.0 59 -24 10.3 +1.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.0 15 20 7.9 -1.3
NULC Nuveen ESG Large-Cap ETF 4.0 20 15 6.5 -2.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.0 25 10 7.9 -1.3
MBOX Freedom Day Dividend ETF 3.9 39 -4 9.2 -0.0
RNMC Mid Cap US Equity Select ETF 3.9 60 -25 10.2 +1.0
RESP WisdomTree US ESG Fund of Benef Interest 3.9 28 7 8.0 -1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.9 18 17 9.3 +0.1
PFM Invesco Dividend Achievers ETF 3.9 53 -18 7.2 -2.1
VFQY Vanguard U.S. Quality Factor ETF 3.9 13 22 9.3 +0.1
HOMZ Hoya Capital Housing ETF 3.8 30 5 10.6 +1.4
AVUS Avantis U.S. Equity ETF 3.8 15 20 8.0 -1.2
STXV Strive 1000 Value ETF 3.8 18 17 9.6 +0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.8 12 23 7.4 -1.8
DEF Invesco Defensive Equity ETF 3.8 55 -20 7.0 -2.3
JHML John Hancock Multifactor Large Cap ETF 3.8 29 6 7.2 -2.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 3.8 15 20 6.7 -2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 3.8 70 -35 14.0 +4.8
SPMO Invesco S&P 500 Momentum ETF 3.8 13 22 8.0 -1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.8 9 26 7.2 -2.0
SNPV Xtrackers S&P ESG Value ETF 3.8 15 20 8.1 -1.1
DFND Siren DIVCON Dividend Defender ETF 3.7 150 -115 6.2 -3.1
QDYN FlexShares Quality Dividend Dynamic Index Fund 3.7 37 -2 9.5 +0.3
USXF iShares ESG Advanced MSCI USA ETF 3.7 10 25 6.4 -2.8
DFSV Dimensional US Small Cap Value ETF 3.7 31 4 9.7 +0.5
QDIV Global X S&P 500 Quality Dividend ETF 3.7 20 15 9.9 +0.7
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3.7 25 10 11.3 +2.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.7 10 25 6.3 -2.9
FLDZ RiverNorth Volition America Patriot ETF 3.7 70 -35 7.5 -1.7
XSMO Invesco S&P SmallCap Momentum ETF 3.7 39 -4 9.2 -0.0
AFMC First Trust Active Factor Mid Cap ETF 3.6 65 -30 10.5 +1.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.6 20 15 7.2 -2.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.6 24 11 9.8 +0.6
RECS Columbia Research Enhanced Core ETF 3.6 15 20 7.8 -1.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.6 39 -4 14.3 +5.1
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 30 5 10.7 +1.5
EWMC Invesco S&P MidCap 400 Equal Weight ETF 3.6 40 -5 8.7 -0.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 3.6 25 10 8.4 -0.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.5 39 -4 9.6 +0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.5 10 25 6.3 -2.9
QDF FlexShares Quality Dividend Index Fund 3.5 37 -2 8.8 -0.4
QUS SPDR MSCI USA StrategicFactors ETF 3.5 15 20 7.3 -1.9
SDOG ALPS Sector Dividend Dogs ETF 3.5 40 -5 11.7 +2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 3.5 6 29 5.5 -3.7
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 8.0 -1.2
IWD iShares Russell 1000 Value ETF 3.5 18 17 8.1 -1.1
VONV Vanguard Russell 1000 Value Index Fund 3.5 8 27 8.2 -1.0
AMID Argent Mid Cap ETF 3.4 52 -17 10.8 +1.6
JAVA JPMorgan Active Value ETF 3.4 44 -9 7.3 -1.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 3.4 65 -30 7.8 -1.4
FQAL Fidelity Quality Factor ETF 3.4 29 6 7.8 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 3.4 10 25 6.8 -2.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.4 10 25 6.8 -2.4
SPDV AAM S&P 500 High Dividend Value ETF 3.4 29 6 12.6 +3.4
FAB First Trust Multi Cap Value AlphaDEX Fund 3.4 69 -34 12.1 +2.9
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.4 25 10 8.4 -0.8
FCPI Fidelity Stocks for Inflation ETF 3.3 29 6 10.5 +1.3
KRMA Global X Conscious Companies ETF 3.3 43 -8 7.0 -2.2
DIVB iShares Core Dividend 3.3 5 30 9.7 +0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 3.3 59 -24 9.8 +0.6
MAGA Point Bridge GOP Stock Tracker ETF 3.3 72 -37 7.3 -1.9
RPG Invesco S&P 500 Pure Growth ETF 3.3 35 0 9.7 +0.5
MGV Vanguard Mega Cap Value ETF 3.3 7 28 8.5 -0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.2 7 28 6.3 -2.9
FEX First Trust Large Cap Core AlphaDEX Fund 3.2 59 -24 8.4 -0.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.2 12 23 8.0 -1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.2 9 26 7.4 -1.8
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 27 8 7.2 -2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.2 18 17 6.8 -2.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.2 50 -15 9.1 -0.1
DFAC Dimensional U.S. Core Equity 2 ETF 3.1 19 16 7.6 -1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.1 15 20 15.4 +6.2
IJK iShares S&P Mid-Cap 400 Growth ETF 3.1 17 18 7.7 -1.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.1 15 20 7.8 -1.5
RNLC Large Cap US Equity Select ETF 3.1 60 -25 7.7 -1.5
IUS Invesco Strategic US ETF 3.1 19 16 8.2 -1.0
BRNY Burney U.S. Factor Rotation ETF 3.1 79 -44 9.5 +0.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 3.0 39 -4 13.4 +4.2
VB Vanguard Small-Cap ETF 3.0 5 30 6.5 -2.7
DGRO iShares Core Dividend Growth ETF 3.0 8 27 8.1 -1.1
DFUV Dimensional US Marketwide Value ETF 2.9 23 12 9.7 +0.5
QUAL iShares MSCI Usa Quality Factor ETF 2.9 15 20 7.9 -1.3
GURU Global X Guru Index ETF 2.9 75 -40 5.1 -4.1
OSCV Opus Small Cap Value Plus ETF 2.9 79 -44 7.3 -1.9
ILCV iShares Morningstar Value ETF 2.9 4 31 8.5 -0.7
EZM WisdomTree U.S. MidCap Earnings Fund 2.8 38 -3 12.5 +3.3
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 26 6.6 -2.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 9.5 +0.3
IUSV iShares Core S&P U.S. Value ETF 2.8 4 31 7.6 -1.6
DFAS Dimensional U.S. Small Cap ETF 2.8 28 7 7.7 -1.6
LRGF iShares Edge MSCI Multifactor USA ETF 2.8 8 27 8.0 -1.3
EVUS iShares ESG Aware MSCI USA Value ETF 2.8 18 17 8.5 -0.7
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 22 7.1 -2.1
HAPY Harbor Corporate Culture Leaders ETF 2.7 36 -1 4.9 -4.3
BTHM BlackRock Future U.S. Themes ETF 2.7 60 -25 6.6 -2.6
NUSC Nuveen ESG Small-Cap ETF 2.7 30 5 6.1 -3.2
AVUV Avantis U.S. Small Cap Value ETF 2.7 25 10 12.1 +2.9
HLGE Hartford Longevity Economy ETF 2.7 44 -9 8.6 -0.6
QLC FlexShares US Quality Large Cap Index Fund 2.7 25 10 7.6 -1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.7 48 -13 7.8 -1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.7 15 20 6.4 -2.8
SPXV ProShares S&P 500 Ex-Health Care ETF 2.7 27 8 6.3 -2.9
FDVV Fidelity Core Dividend ETF 2.7 29 6 12.3 +3.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.7 30 5 11.1 +1.9
PBSM Invesco PureBeta MSCI USA Small Cap ETF 2.7 6 29 6.0 -3.2
CGUS Capital Group Core Equity ETF 2.6 33 2 6.8 -2.4
VOOV Vanguard S&P 500 Value ETF 2.6 10 25 7.3 -1.9
IQSU IQ Candriam ESG US Equity ETF 2.6 9 26 6.3 -2.9
IVE iShares S&P 500 Value ETF 2.6 18 17 7.3 -1.9
SPYV SPDR Portfolio S&P 500 Value ETF 2.6 4 31 7.4 -1.8
GVLU Gotham 1000 Value ETF 2.6 50 -15 12.4 +3.2
DSI iShares MSCI KLD 400 Social ETF 2.6 25 10 6.8 -2.4
BKSE BNY Mellon US Small Cap Core Equity ETF 2.6 4 31 6.7 -2.5
SQLV Legg Mason Small-Cap Quality Value 2.6 61 -26 12.7 +3.5
XVV iShares ESG Screened S&P 500 ETF 2.6 8 27 6.7 -2.5
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 23 10.3 +1.1
ISCV iShares Morningstar Small Cap Value ETF 2.6 6 29 9.2 +0.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.5 70 -35 6.2 -3.1
DFAU Dimensional US Core Equity Market ETF 2.5 12 23 7.0 -2.2
ESG FlexShares STOXX US ESG Impact Index Fund 2.5 32 3 6.6 -2.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 23 6.7 -2.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.5 20 15 7.4 -1.8
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.5 17 18 6.1 -3.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.5 95 -60 2.7 -6.5
ADME Aptus Drawdown Managed Equity ETF 2.5 79 -44 6.0 -3.2
SMMD iShares Russell 2500 ETF 2.5 15 20 6.9 -2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.4 15 20 14.6 +5.4
DFUS Dimensional U.S. Equity ETF 2.4 11 24 6.8 -2.5
SPTM SPDR Portfolio Total Stock Market ETF 2.4 3 32 7.1 -2.1
STXK Strive Small-Cap ETF 2.4 18 17 6.5 -2.7
SPXE ProShares S&P 500 Ex-Energy ETF 2.4 27 8 6.5 -2.7
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.4 25 10 7.5 -1.7
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 20 8.5 -0.7
DSTL Distillate US Fundamental Stability & Value ETF 2.4 39 -4 8.7 -0.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.4 20 15 6.6 -2.6
IWB iShares Russell 1000 ETF 2.4 15 20 6.6 -2.6
IYY iShares Dow Jones U.S. ETF 2.4 20 15 6.6 -2.6
SFYX Sofi Next 500 ETF 2.4 0 35 7.4 -1.8
VONE Vanguard Russell 1000 ETF 2.4 8 27 6.7 -2.5
SCHK Schwab 1000 Index ETF 2.4 5 30 6.8 -2.4
DTD WisdomTree U.S.Total Dividend Fund 2.4 28 7 8.3 -0.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 6.6 -2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 6 10.7 +1.5
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.4 49 -14 6.6 -2.6
FTC First Trust Large Cap Growth AlphaDEX Fund 2.4 59 -24 6.8 -2.4
VXF Vanguard Extended Market Index Fund 2.4 6 29 4.6 -4.6
ILCB iShares Morningstar U.S. Equity ETF 2.4 3 32 6.8 -2.4
IWV iShares Russell 3000 ETF 2.3 20 15 6.5 -2.7
QVML Invesco S&P 500 QVM Multi-factor ETF 2.3 11 24 7.2 -2.0
VTHR Vanguard Russell 3000 Index Fund 2.3 10 25 6.6 -2.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 32 6.6 -2.6
SCHX Schwab U.S. Large-Cap ETF 2.3 3 32 6.8 -2.5
SCHB Schwab U.S. Broad Market ETF 2.3 3 32 6.7 -2.5
SCHA Schwab U.S. Small-Cap ETF 2.3 4 31 6.1 -3.1
ZIG The Acquirers Fund 2.3 89 -54 16.9 +7.7
AFSM First Trust Active Factor Small Cap ETF 2.3 75 -40 10.1 +0.9
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 6 6.6 -2.6
SPY SPDR S&P 500 ETF Trust 2.3 9 26 6.8 -2.4
IVV iShares Core S&P 500 ETF 2.3 3 32 6.9 -2.3
VOO VANGUARD S&P 500 ETF 2.3 3 32 6.9 -2.4
PBUS Invesco PureBeta MSCI USA ETF 2.3 4 31 6.8 -2.4
SPLG SPDR Portfolio S&P 500 ETF 2.3 3 32 6.9 -2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 33 6.8 -2.4
VTI Vanguard Total Stock Market Index Fund 2.3 3 32 6.5 -2.7
FDL First Trust Morningstar Dividend Leaders Index Fund 2.3 45 -10 11.0 +1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 6.7 -2.6
SPYD SPDR S&P 500 High Dividend ETF 2.3 7 28 11.5 +2.3
VLUE iShares MSCI USA Value Factor ETF 2.3 15 20 12.5 +3.3
SHE SPDR SSGA Gender Diversity Index ETF 2.2 20 15 7.0 -2.2
VV Vanguard Large-Cap Index Fund 2.2 4 31 6.7 -2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 28 6.7 -2.5
CVY Invesco Zacks Multi-Asset Income ETF 2.2 100 -65 14.0 +4.8
IVLC Invesco US Large Cap Core ESG ETF 2.2 48 -13 6.6 -2.6
PAWZ ProShares Pet Care ETF 2.2 50 -15 4.4 -4.8
DUSA Davis Select U.S. Equity ETF 2.2 61 -26 10.2 +1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 15 6.6 -2.7
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 -10 5.6 -3.6
FPX First Trust US IPO Index Fund 2.2 57 -22 3.1 -6.1
ISMD Inspire Small/Mid Cap Impact ETF 2.2 48 -13 6.9 -2.3
VALQ American Century STOXX U.S. Quality Value ETF 2.2 29 6 11.2 +2.0
MGMT Ballast Small/Mid Cap ETF 2.2 110 -75 9.0 -0.2
TMFG Motley Fool Global Opportunities ETF 2.2 85 -50 4.5 -4.7
VNSE Natixis Vaughan Nelson Select ETF 2.2 80 -45 4.6 -4.6
ACWV iShares MSCI Global Min Vol Factor ETF 2.2 20 15 8.4 -0.8
IVDG Invesco Focused Discovery Growth ETF 2.2 59 -24 4.8 -4.4
VOTE Engine No. 1 Transform 500 ETF 2.2 5 30 6.5 -2.7
FSST Fidelity Sustainability U.S. Equity ETF 2.2 59 -24 6.3 -2.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.2 7 28 10.6 +1.4
EDOW First Trust Dow 30 Equal Weight ETF 2.2 50 -15 7.6 -1.6
DIA SPDR Dow Jones Industrial Average ETF Trust 2.2 16 19 7.2 -2.0
STRV Strive 500 ETF 2.1 5 30 6.7 -2.5
DLN WisdomTree U.S. LargeCap Dividend Fund 2.1 28 7 8.0 -1.2
DIP BTD Capital Fund 2.1 129 -94 7.3 -1.9
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 25 7.0 -2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.1 10 25 7.0 -2.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.1 85 -50 6.2 -3.0
QWLD SPDR MSCI World StrategicFactors ETF 2.1 30 5 7.7 -1.6
CWS AdvisorShares Focused Equity ETF 2.1 66 -31 6.7 -2.5
EGIS 2nd Vote Society Defended ETF 2.1 75 -40 7.6 -1.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.1 78 -43 10.4 +1.2
IVSG Invesco Select Growth ETF 2.1 48 -13 5.1 -4.1
RNDV US Equity Dividend Select ETF 2.1 50 -15 10.1 +0.9
ETHO Etho Climate Leadership U.S. ETF 2.1 47 -12 5.3 -3.9
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 2.1 35 0 9.3 +0.1
IUSG iShares Core S&P US Growth ETF 2.1 4 31 7.1 -2.1
LRGE ClearBridge Large Cap Growth ESG ETF 2.0 59 -24 4.2 -5.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.0 28 7 7.3 -1.9
ECOZ TrueMark ESG Active Opportunities ETF 2.0 58 -23 5.4 -3.9
ICAP InfraCap Equity Income Fund ETF 2.0 80 -45 11.5 +2.3
SDEI Sound Equity Income ETF 2.0 45 -10 10.8 +1.6
IVW iShares S&P 500 Growth ETF 2.0 18 17 6.9 -2.3
VOOG Vanguard S&P 500 Growth ETF 2.0 10 25 7.0 -2.2
ISCB iShares Morningstar Small-Cap ETF 2.0 4 31 5.7 -3.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.0 30 5 9.8 +0.6
SPYG SPDR Portfolio S&P 500 Growth ETF 2.0 4 31 7.0 -2.2
EPS WisdomTree U.S. Earnings 500 Fund 2.0 8 27 8.3 -0.9
RVRB Reverb ETF 2.0 30 5 6.7 -2.5
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 6 9.0 -0.3
CGDV Capital Group Dividend Value ETF 1.9 33 2 7.0 -2.2
EQOP Natixis U.S. Equity Opportunities ETF 1.9 85 -50 6.5 -2.7
STXD Strive 1000 Dividend Growth ETF 1.9 35 0 6.9 -2.4
IWX iShares Russell Top 200 Value ETF 1.9 20 15 8.1 -1.1
VSLU Applied Finance Valuation Large Cap ETF 1.9 49 -14 8.0 -1.2
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.9 17 18 6.9 -2.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.9 70 -35 4.1 -5.1
ESGU iShares MSCI USA ESG Optimized ETF 1.9 15 20 6.7 -2.5
SUBS Fount Subscription Economy ETF 1.9 70 -35 5.4 -3.8
SFY SoFi Select 500 ETF 1.9 0 35 7.0 -2.3
HKND Humankind US Stock ETF 1.8 11 24 8.6 -0.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.8 63 -28 5.4 -3.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 35 6.6 -2.6
FTGS First Trust Growth Strength ETF 1.8 60 -25 8.1 -1.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.8 15 20 8.9 -0.3
ILCG iShares Morningstar Growth ETF 1.8 4 31 5.5 -3.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.8 12 23 9.0 -0.2
DBLV AdvisorShares DoubleLine Value Equity ETF 1.8 91 -56 13.3 +4.1
MGC Vanguard Mega Cap Index Fund 1.8 7 28 6.6 -2.6
TMFX Motley Fool Next Index ETF 1.8 50 -15 4.0 -5.2
ACVF American Conservative Values ETF 1.8 75 -40 6.0 -3.2
EQWL Invesco Russell Top 200 Equal Weight ETF 1.7 25 10 7.8 -1.4
GSPY Gotham Enhanced 500 ETF 1.7 50 -15 7.2 -2.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.7 57 -22 14.0 +4.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.7 19 16 7.9 -1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -40 6.4 -2.8
NTZG Nuveen Global Net Zero Transition ETF 1.7 55 -20 6.1 -3.1
SUSA iShares MSCI USA ESG Select ETF 1.7 25 10 6.6 -2.6
BFOR Barron's 400 ETF 1.7 65 -30 10.9 +1.7
XSHQ Invesco S&P SmallCap Quality ETF 1.7 29 6 12.5 +3.3
SAGP Strategas Global Policy Opportunities ETF 1.7 65 -30 7.8 -1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.7 9 26 7.1 -2.1
TOK iShares MSCI Kokusai ETF 1.7 25 10 7.0 -2.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 26 7.2 -2.0
ROSC Hartford Multifactor Small Cap ETF 1.6 34 1 12.9 +3.7
STXG Strive 1000 Growth ETF 1.6 18 17 5.8 -3.4
IWL iShares Russell Top 200 ETF 1.6 15 20 6.5 -2.7
TTAC TrimTabs US Free Cash Flow Quality ETF 1.6 59 -24 8.2 -1.0
URTH iShares MSCI World ETF 1.5 24 11 7.1 -2.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 5 10.5 +1.3
FDRR Fidelity Dividend ETF for Rising Rates 1.5 29 6 9.9 +0.7
VDNI V-Shares US Leadership Diversity ETF 1.5 29 6 6.9 -2.4
WKLY SoFi Weekly Dividend ETF 1.5 49 -14 9.5 +0.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.5 35 0 14.3 +5.1
ERSX ERShares NextGen Entrepreneurs ETF 1.5 75 -40 6.8 -2.4
LVHD Legg Mason Low Volatility High Dividend ETF 1.5 27 8 8.6 -0.6
VUSE Vident Core US Equity Fund 1.5 50 -15 9.3 +0.1
DHS WisdomTree U.S. High Dividend Fund 1.5 38 -3 10.5 +1.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.5 6 29 2.3 -6.9
DURA VanEck Morningstar Durable Dividend ETF 1.5 29 6 9.4 +0.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 15 7.5 -1.7
IWN iShares Russell 2000 Value ETF 1.5 23 12 6.9 -2.3
FPXI First Trust International Equity Opportunities ETF 1.5 70 -35 -0.6 -9.8
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 23 8.2 -1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -30 9.0 -0.3
VTWV Vanguard Russell 2000 Value Index Fund 1.4 15 20 6.9 -2.4
LYFE 2nd Vote Life Neutral Plus ETF 1.4 75 -40 7.8 -1.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.4 71 -36 13.7 +4.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 17 7.6 -1.7
SLYG SPDR S&P 600 Small Cap Growth ETF 1.4 15 20 7.6 -1.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.4 60 -25 8.9 -0.3
IWM iShares Russell 2000 ETF 1.4 19 16 5.0 -4.3
IWY iShares Russell Top 200 Growth ETF 1.4 20 15 6.2 -3.0
ACWI iShares MSCI ACWI ETF 1.4 32 3 7.2 -2.0
CSML IQ Chaikin U.S. Small Cap ETF 1.4 35 0 7.0 -2.2
IJR iShares Core S&P Small Cap ETF 1.4 6 29 8.8 -0.5
VT Vanguard Total World Stock ETF 1.4 7 28 7.3 -1.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 15 20 15.1 +5.9
SLY SPDR S&P 600 Small Cap ETF 1.3 15 20 8.7 -0.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.3 5 30 8.8 -0.4
VTWO Vanguard Russell 2000 Index Fund 1.3 10 25 5.0 -4.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 -4 9.5 +0.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 10 25 17.3 +8.1
IJS iShares S&P Small-cap 600 Value ETF 1.3 18 17 9.8 +0.6
SLYV SPDR S&P 600 Small Cap Value ETF 1.3 15 20 9.8 +0.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 15 20 19.6 +10.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 15 8.7 -0.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.3 15 20 9.0 -0.2
INNO Harbor Disruptive Innovation ETF 1.3 75 -40 -3.6 -12.8
IWF iShares Russell 1000 Growth ETF 1.3 18 17 6.1 -3.1
VONG Vanguard Russell 1000 Growth Index Fund 1.3 8 27 6.2 -3.0
IWO iShares Russell 2000 Growth ETF 1.3 23 12 3.2 -6.0
ITAN Sparkline Intangible Value ETF 1.3 50 -15 7.8 -1.4
VTWG Vanguard Russell 2000 Growth Index Fund 1.3 15 20 3.2 -6.0
DGT SPDR Global Dow ETF 1.3 50 -15 8.4 -0.8
CACG ClearBridge All Cap Growth ETF 1.2 53 -18 4.4 -4.8
ACWF iShares MSCI Global Multifactor ETF 1.2 35 0 9.9 +0.7
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.2 19 16 8.9 -0.3
IUSS Invesco Strategic US Small Company ETF 1.2 23 12 7.5 -1.7
PRAY FIS Biblically Responsible Risk Managed ETF 1.2 68 -33 7.3 -1.9
FVAL Fidelity Value Factor ETF 1.2 29 6 10.2 +1.0
EQUL IQ Engender Equality ETF 1.2 45 -10 7.8 -1.4
BLES Inspire Global Hope Large Cap ETF 1.2 49 -14 7.2 -2.0
SIXA 6 Meridian Mega Cap Equity ETF 1.2 82 -47 8.7 -0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 1.2 15 20 7.0 -2.2
WLDR Affinity World Leaders Equity ETF 1.2 67 -32 10.8 +1.6
AHOY Newday Ocean Health ETF 1.1 75 -40 6.7 -2.5
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 41 -6 7.2 -2.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 6 9.1 -0.1
PSET Principal Price Setters Index ETF 1.1 15 20 7.4 -1.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.1 25 10 7.6 -1.6
DIVD Altrius Global Dividend ETF 1.0 49 -14 12.3 +3.1
DUHP Dimensional US High Profitability ETF 1.0 22 13 9.0 -0.2
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 1.0 39 -4 6.8 -2.4
UVDV UVA Dividend Value ETF 1.0 80 -45 7.9 -1.3
ROCI ROC ETF 1.0 49 -14 5.5 -3.7
NUDV Nuveen ESG Dividend ETF 1.0 25 10 8.4 -0.8
KOCG FIS Knights of Columbus Global Belief ETF 1.0 75 -40 8.1 -1.1
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 12 5.7 -3.6
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 10 5.7 -3.5
SPHQ Invesco S&P 500 Quality ETF 0.9 15 20 7.0 -2.2
PSC Principal U.S. Small Cap Index ETF 0.9 38 -3 10.0 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -40 7.7 -1.5
SVAL iShares US Small Cap Value Factor ETF 0.9 20 15 12.8 +3.6
PID Invesco International Dividend Achievers ETF 0.9 56 -21 8.5 -0.7
EES WisdomTree SmallCap Earnings Fund 0.9 38 -3 13.6 +4.4
RFFC RiverFront Dynamic US Flex-Cap ETF 0.9 52 -17 7.2 -2.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 -26 9.6 +0.4
IOO iShares Global 100 ETF 0.9 40 -5 7.3 -2.0
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.8 40 -5 8.0 -1.3
KBWD Invesco KBW High Dividend Yield Financial ETF 0.8 124 -89 14.1 +4.9
VBK Vanguard Small-Cap Growth Index Fund 0.8 7 28 1.8 -7.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 0 9.7 +0.5
SPHB Invesco S&P 500 High Beta ETF 0.8 25 10 5.1 -4.1
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 -25 4.8 -4.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.8 60 -25 6.2 -3.0
DEW WisdomTree Global High Dividend Fund 0.8 58 -23 11.0 +1.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -14 6.6 -2.6
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.7 36 -1 9.7 +0.5
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.7 35 0 9.7 +0.5
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -17 9.5 +0.3
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.7 21 14 4.7 -4.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 26 5.2 -4.0
AIEQ AI Powered Equity ETF 0.7 75 -40 -6.0 -15.2
QGRO American Century STOXX U.S. Quality Growth ETF 0.6 29 6 7.1 -2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 70 -35 4.0 -5.2
IETC iShares Evolved U.S. Technology ETF 0.5 18 17 5.9 -3.3
VOT Vanguard Mid-Cap Growth Index Fund 0.5 7 28 5.5 -3.7
BIBL Inspire ETF 0.5 35 0 6.3 -2.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 15 20 5.5 -3.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 -3 10.6 +1.4
VIDI Vident International Equity Fund 0.4 61 -26 12.5 +3.3
MGK Vanguard Mega Cap Growth ETF 0.4 7 28 5.5 -3.7
BOUT Innovator IBD Breakout Opportunities ETF 0.4 80 -45 7.0 -2.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -25 6.4 -2.9
RNSC Small Cap US Equity Select ETF 0.4 60 -25 9.2 -0.0
VUG Vanguard Growth Index Fund 0.4 4 31 5.5 -3.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -25 10.6 +1.4
OEF iShares S&P 100 ETF 0.4 20 15 6.6 -2.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 -4 6.0 -3.2
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.3 38 -3 12.0 +2.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.3 42 -7 7.1 -2.1
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 -25 2.3 -7.0
IYG iShares US Financial Services ETF 0.3 39 -4 9.2 +0.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 5 6.6 -2.6
SXQG 6 Meridian Quality Growth ETF 0.3 100 -65 5.7 -3.5
TMFC Motley Fool 100 Index ETF 0.2 50 -15 5.3 -3.9
SQEW LeaderShares Equity Skew ETF 0.2 75 -40 6.5 -2.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 40 -5 5.1 -4.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 5 11.7 +2.5
SMDY Syntax Stratified MidCap ETF 0.1 35 0 8.6 -0.6
SSPY Syntax Stratified LargeCap ETF 0.1 30 5 7.8 -1.4
KOMP SPDR Kensho New Economies Composite ETF 0.1 20 15 -1.3 -10.5
SSLY Syntax Stratified SmallCap ETF 0.0 35 0 7.9 -1.3

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

  2018 2019 2020 2021 2022 2023E 2024E
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

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 8.0 %
Divided by: Fwd. P/BV 0.8 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 9.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.69 CATEGORY
AVERAGE		 1.52
 
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.