State Street SPDR S&P Insurance ETF
ALTAR
Score™		 7.0% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 10.9x P/Sales
ratio		 1.1x
P/BV
ratio		 1.5x Div.
yield		 2.1%


  • 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) $389
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 54
Wgt avg mkt cap (mns) $24,793
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
CHUBB LIMITED 2.2 %
RENAISSANCERE HOLDINGS LTD 2.2 %
TRAVELERS COS INC/THE 2.1 %
WHITE MOUNTAINS INSURANCE GP 2.1 %
LOEWS CORP 2.1 %
FIRST AMERICAN FINANCIAL 2.0 %
GLOBE LIFE INC. 2.0 %
ALLSTATE CORP 2.0 %
HARTFORD FINANCIAL SVCS GRP 2.0 %
ARCH CAPITAL GROUP LTD 2.0 %
Total 20.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.2 %
BERMUDA 11.8 %
SWITZERLAND 2.2 %
IRELAND 1.9 %
BRITAIN 1.8 %






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.
-3.4% -1.7% 12.7% 12.4% 7.9%

Market Correlations
versus... Beta R-squared
S&P500 0.61 35%
MSCI EAFE 0.71 35%
MSCI Emg. Mkts. 0.42 15%

Technical Indicators
Recent close $54.83
30d moving avg. $57.02
Annualized volatility 16.7%
Short interest (ETF) 37.6%
Short interest (Underlying) 2.3%
Relative strength (RSI) 37

Liquidity measures
Avg. volume (thou.) 2,009
Turnover 28.3%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 647 potential alternatives to the State Street 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™: 7.0%


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
(%)
KBWP Invesco KBW Property & Casualty Insurance ETF 42.8 35 0 7.3 +0.2
FXO First Trust Financials AlphaDEX Fund 36.8 62 -27 8.8 +1.7
RSPF Invesco S&P 500 Equal Weight Financials ETF 29.9 40 -5 6.9 -0.2
IYF iShares U.S. Financials ETF 19.0 40 -5 6.1 -1.0
FTDS First Trust Dividend Strength ETF 17.1 70 -35 7.0 -0.0
VFH Vanguard Financials ETF 14.9 9 26 6.5 -0.5
XLF Financial Select Sector SPDR 13.9 8 27 6.1 -1.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.7 40 -5 7.0 -0.1
FNCL Fidelity MSCI Financials Index ETF 13.7 8 27 6.5 -0.6
GVLU Gotham 1000 Value ETF 13.5 50 -15 8.5 +1.4
SMCF Themes US Small Cap Cash Flow Champions ETF 13.0 29 6 10.4 +3.4
WTV WisdomTree US Value Fund of Benef Interest 13.0 12 23 8.1 +1.1
XMVM Invesco S&P MidCap Value with Momentum ETF 12.8 39 -4 7.9 +0.8
USCF Themes US Cash Flow Champions ETF 12.7 29 6 7.8 +0.8
LYLD Cambria Large Cap Shareholder Yield ETF 12.4 59 -24 8.6 +1.5
CZA Invesco Zacks Mid-Cap ETF 11.9 72 -37 6.3 -0.7
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 -4 6.7 -0.4
RDVY First Trust Rising Dividend Achievers ETF 11.6 50 -15 5.6 -1.5
AVIE Avantis  Inflation Focused Equity ETF 11.2 25 10 6.1 -0.9
LGCF Themes US Cash Flow Champions ETF 11.0 30 5 7.4 +0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 10.8 60 -25 8.5 +1.4
DFNL Davis Select Financial ETF 10.2 63 -28 7.9 +0.9
RNMC First Trust Mid Cap US Equity Select ETF 10.1 60 -25 6.6 -0.4
AVMV Avantis U.S. Mid Cap Value ETF 10.0 20 15 7.6 +0.5
ALTL Pacer Lunt Large Cap Alternator ETF 9.6 60 -25 4.9 -2.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.4 70 -35 4.8 -2.3
FSCS First Trust SMID Capital Strength ETF 9.4 60 -25 7.0 -0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 9.2 30 5 7.7 +0.7
SPGP Invesco S&P 500 GARP ETF 9.1 34 1 6.2 -0.9
MBOX Freedom Day Dividend ETF 9.0 39 -4 7.2 +0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.0 75 -40 6.6 -0.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 8.7 12 23 5.6 -1.5
PWV Invesco Large Cap Value ETF 8.6 55 -20 6.6 -0.4
FVD First Trust Value Line Dividend Index Fund 8.6 65 -30 5.8 -1.3
FTA First Trust Large Cap Value AlphaDEX Fund 8.6 59 -24 7.8 +0.8
XMLV Invesco S&P MidCap Low Volatility ETF 8.4 25 10 7.0 -0.0
VSDA VictoryShares Dividend Accelerator ETF 8.4 35 0 6.6 -0.4
SPMV Invesco S&P 500 Minimum Variance ETF 8.3 10 25 5.1 -1.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.1 25 10 4.8 -2.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.0 60 -25 6.1 -1.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 8.0 20 15 7.6 +0.6
RPV Invesco S&P 500 Pure Value ETF 7.9 35 0 9.2 +2.2
VOE Vanguard Mid-Cap Value ETF 7.9 7 28 7.1 +0.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.9 55 -20 9.6 +2.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 7.9 49 -14 5.4 -1.7
FTCS First Trust Capital Strength ETF 7.9 55 -20 5.5 -1.5
KAT Scharf ETF 7.8 87 -52 6.3 -0.7
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 22 8.9 +1.9
AVLV Avantis U.S. Large Cap Value ETF 7.6 15 20 6.3 -0.8
PKW Invesco Buyback Achievers ETF 7.6 62 -27 7.6 +0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.5 65 -30 5.1 -2.0
GKAT Scharf Global Opportunity ETF 7.5 57 -22 6.2 -0.9
USMV iShares MSCI USA Min Vol Factor ETF 7.5 15 20 5.4 -1.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.4 20 15 5.8 -1.3
RFV Invesco S&P Midcap 400 Pure Value ETF 7.3 35 0 12.0 +5.0
IXG iShares Global Financials ETF 7.2 42 -7 6.8 -0.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 7.2 80 -45 7.0 -0.0
SPLV Invesco S&P 500 Low Volatility ETF 7.2 25 10 5.0 -2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.1 35 0 5.5 -1.5
RUNN Running Oak Efficient Growth ETF 7.1 58 -23 4.9 -2.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.1 29 6 6.7 -0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.0 15 20 6.3 -0.8
CVY Invesco Zacks Multi-Asset Income ETF 6.9 106 -71 10.5 +3.5
DEUS Xtrackers Russell US Multifactor ETF 6.9 17 18 6.8 -0.3
JOET Virtus Terranova US Quality Momentum ETF 6.9 29 6 4.1 -2.9
FNK First Trust Mid Cap Value AlphaDEX Fund 6.7 70 -35 10.0 +3.0
PRXV Praxis Impact Large Cap Value ETF 6.7 36 -1 5.9 -1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 6.6 67 -32 9.0 +1.9
SDY State Street SPDR S&P Dividend ETF 6.5 35 0 6.2 -0.9
TPHD Timothy Plan High Dividend Stock ETF 6.4 52 -17 6.0 -1.0
PSCF Invesco S&P SmallCap Financials ETF 6.4 29 6 9.2 +2.1
BRIF FIS Bright Portfolios Focused Equity ETF 6.4 65 -30 3.9 -3.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.3 15 20 8.7 +1.7
TMDV ProShares Russell US Dividend Growers ETF 6.3 35 0 6.4 -0.6
FSGS First Trust SMID Growth Strength ETF 6.3 60 -25 5.1 -2.0
SYLD Cambria Shareholder Yield ETF 6.3 59 -24 10.7 +3.6
DVY iShares Select Dividend ETF 6.2 38 -3 8.2 +1.2
IMCV iShares Morningstar Mid-Cap Value ETF 6.2 6 29 7.3 +0.3
AVMC Avantis U.S. Mid Cap Equity ETF 6.1 18 17 6.4 -0.7
SIXL ETC 6 Meridian Low Beta Equity ETF 6.1 80 -45 6.0 -1.1
CHGX AXS Change Finance ESG ETF 6.1 49 -14 5.1 -2.0
BGDV Bahl & Gaynor Dividend ETF 6.1 45 -10 4.3 -2.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 6.0 36 -1 9.1 +2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.0 54 -19 5.8 -1.3
LEAD Siren DIVCON Leaders Dividend ETF 6.0 43 -8 3.9 -3.1
PY Principal Value ETF 5.9 15 20 7.3 +0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.9 60 -25 5.4 -1.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.9 65 -30 5.3 -1.8
DIVN Horizon Dividend Income ETF 5.9 70 -35 6.6 -0.4
CFA VictoryShares US 500 Volatility Wtd ETF 5.9 35 0 5.5 -1.5
VAMO Cambria Value & Momentum ETF 5.9 61 -26 5.1 -1.9
DON WisdomTree U.S. MidCap Dividend Fund 5.9 38 -3 8.5 +1.4
FBCV Fidelity Blue Chip Value ETF 5.9 59 -24 6.2 -0.8
XMHQ Invesco S&P MidCap Quality ETF 5.9 25 10 6.2 -0.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 5.9 40 -5 5.5 -1.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.8 18 17 5.3 -1.7
GLRY Inspire Faithward Mid Cap Momentum ETF 5.7 80 -45 4.1 -3.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.6 15 20 8.4 +1.4
IJJ iShares S&P Mid-Cap 400 Value ETF 5.6 18 17 8.4 +1.4
USMF WisdomTree U.S. Multifactor Fund 5.6 28 7 6.7 -0.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.6 10 25 8.5 +1.5
ZECP Zacks Earnings Consistent Portfolio ETF 5.5 55 -20 4.4 -2.6
RWK Invesco S&P MidCap 400 Revenue ETF 5.4 39 -4 8.5 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.4 52 -17 5.1 -2.0
XOEF iShares S&P 500 ex S&P 100 ETF 5.4 20 15 5.0 -2.0
FDLO Fidelity Low Volatility Factor ETF 5.3 15 20 5.1 -2.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.3 65 -30 3.9 -3.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.2 25 10 8.4 +1.4
DFLV Dimensional US Large Cap Value ETF 5.2 22 13 6.6 -0.5
QLV FlexShares US Quality Low Volatility Index Fund 5.2 22 13 5.2 -1.9
VO Vanguard Mid-Cap ETF 5.1 4 31 5.6 -1.5
RNSC Furst Trust Small Cap US Equity Select ETF 5.1 60 -25 4.7 -2.4
EQRR ProShares Equities for Rising Rates ETF 5.1 35 0 6.3 -0.8
STXV Strive 1000 Value ETF 5.1 18 17 7.1 +0.1
EBI Longview Advantage ETF 5.1 35 0 6.4 -0.6
ISCV iShares Morningstar Small Cap Value ETF 5.1 6 29 8.3 +1.3
EQIN Columbia US Equity Income ETF 5.0 35 0 6.3 -0.7
RAYD Rayliant Quantitative Developed Market Equity ETF 5.0 80 -45 3.9 -3.2
EZM WisdomTree U.S. MidCap Fund 4.9 38 -3 8.6 +1.5
JQUA JPMorgan U.S. Quality Factor ETF 4.9 12 23 5.5 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 15 6.1 -0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.9 58 -23 4.9 -2.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.9 25 10 5.9 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.9 15 20 5.5 -1.5
IMCB iShares Morningstar Mid-Cap ETF 4.9 4 31 5.7 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 4.9 60 -25 5.3 -1.7
OSCV Opus Small Cap Value ETF 4.9 79 -44 6.0 -1.1
FEX First Trust Large Cap Core AlphaDEX Fund 4.8 59 -24 5.4 -1.7
DFAT Dimensional U.S. Targeted Value ETF 4.8 28 7 9.2 +2.1
NUDV Nuveen ESG Dividend ETF 4.8 26 9 6.3 -0.7
JHMM John Hancock Multifactor Mid Cap ETF 4.8 42 -7 5.8 -1.2
VFVA Vanguard U.S. Value Factor ETF 4.8 13 22 10.0 +3.0
NULV Nuveen ESG Large-Cap Value ETF 4.7 26 9 5.6 -1.4
IWS iShares Russell Mid-Cap Value ETF 4.7 23 12 6.6 -0.5
ROE Astoria US Quality Kings ETF 4.7 49 -14 5.9 -1.1
VFMF Vanguard U.S. Multifactor ETF 4.7 18 17 7.2 +0.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.6 35 0 6.4 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 4.6 50 -15 6.1 -0.9
AVSU Avantis Responsible U.S. Equity ETF 4.5 15 20 5.6 -1.5
AVUV Avantis U.S. Small Cap Value ETF 4.5 25 10 8.5 +1.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 5.4 -1.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 6.5 -0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.5 60 -25 10.1 +3.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.5 30 5 4.2 -2.8
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 15 6.3 -0.8
AFLG First Trust Active Factor Large Cap ETF 4.4 55 -20 5.5 -1.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.4 20 15 6.6 -0.5
ROUS Hartford Multifactor US Equity ETF 4.4 19 16 5.8 -1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.4 15 20 7.3 +0.2
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 0 6.4 -0.7
ACWV iShares MSCI Global Min Vol Factor ETF 4.3 20 15 5.8 -1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 4.3 60 -25 6.7 -0.4
GOP Unusual Whales Subversive Republican Trading ETF 4.3 50 -15 4.8 -2.3
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 26 5.9 -1.2
FLRG Fidelity U.S. Multifactor ETF 4.3 15 20 6.3 -0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 4.3 12 23 6.4 -0.6
FSMD Fidelity Small-Mid Multifactor ETF 4.3 15 20 7.1 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 4.3 18 17 5.1 -2.0
VUSV Vanguard Wellington U.S. Value Active ETF 4.2 30 5 6.1 -0.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 5.6 -1.5
ABEQ Absolute Select Value ETF 4.2 85 -50 4.3 -2.7
SMRI Bushido Capital US Equity ETF 4.2 71 -36 8.6 +1.5
VBR Vanguard Small Cap Value ETF 4.2 7 28 8.3 +1.3
SIZE iShares MSCI USA Size Factor ETF 4.2 15 20 5.9 -1.2
SMOX Horizon Small/Mid Cap Core Equity ETF 4.1 75 -40 5.8 -1.3
SUSA iShares MSCI USA ESG Select ETF 4.1 25 10 4.4 -2.6
DEMZ Democratic Large Cap Core ETF 4.1 45 -10 4.3 -2.8
EVUS iShares ESG Aware MSCI USA Value ETF 4.1 18 17 6.0 -1.0
GRPM Invesco S&P MidCap 400 GARP ETF 4.1 35 0 7.2 +0.1
VDIG Vanguard Wellington Dividend Growth Active ETF 4.1 40 -5 4.7 -2.3
BEEX BeeHive ETF 4.0 84 -49 4.1 -2.9
USSE Segall Bryant & Hamill Select Equity ETF 4.0 65 -30 3.4 -3.6
CTEF Castellan Targeted Equity ETF 4.0 45 -10 3.3 -3.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 4.0 48 -13 5.7 -1.4
MDY SPDR S&P Midcap 400 ETF Trust 4.0 23 12 6.3 -0.7
QUVU Hartford Quality Value ETF 4.0 46 -11 6.0 -1.1
AFMC First Trust Active Factor Mid Cap ETF 4.0 65 -30 7.6 +0.6
DFUV Dimensional US Marketwide Value ETF 3.9 22 13 6.6 -0.4
AQEC AQE Core ETF 3.9 49 -14 5.4 -1.7
HOMZ Hoya Capital Housing ETF 3.9 30 5 10.7 +3.7
FTGS First Trust Growth Strength ETF 3.9 60 -25 3.8 -3.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.9 35 0 7.9 +0.9
VTV Vanguard Value ETF 3.9 4 31 6.1 -0.9
SPIT F/m Emerald Special Situations ETF 3.9 105 -70 -0.6 -7.7
NUMV Nuveen ESG Mid-Cap Value ETF 3.9 31 4 6.0 -1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.8 7 28 5.8 -1.2
IWR iShares Russell Midcap ETF 3.8 19 16 5.8 -1.3
SCHM Schwab U.S. Mid-Cap ETF 3.8 4 31 6.4 -0.7
BGIG Bahl & Gaynor Income Growth ETF 3.8 45 -10 4.7 -2.3
SSPY Syntax Stratified LargeCap ETF 3.8 30 5 6.4 -0.6
FLV American Century Focused Large Cap Value ETF 3.8 42 -7 6.2 -0.8
PSET Principal Quality ETF 3.8 15 20 5.1 -1.9
JEPI JPMorgan Equity Premium Income ETF 3.8 35 0 4.9 -2.1
SGLC SGI U.S. Large Cap Core ETF 3.7 85 -50 4.2 -2.9
SMAP Amplify Small-Mid Cap Equity ETF 3.7 60 -25 4.8 -2.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.7 3 32 6.6 -0.5
IJH iShares Core S&P Mid-Cap ETF 3.7 5 30 6.5 -0.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.7 15 20 5.3 -1.7
VIG Vanguard Dividend Appreciation ETF 3.7 5 30 5.2 -1.8
DIVS SmartETFs Dividend Builder ETF 3.7 65 -30 4.8 -2.3
STXM Strive Mid-Cap ETF 3.7 18 17 5.7 -1.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 0 7.1 +0.0
IVOO Vanguard S&P Mid-Cap 400 ETF 3.7 7 28 6.5 -0.5
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.4 -1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 -3 7.0 0.0
LST Leuthold Select Industries ETF 3.7 91 -56 5.4 -1.6
PFM Invesco Dividend Achievers ETF 3.7 53 -18 5.0 -2.1
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 -4 7.7 +0.6
USXF iShares ESG Advanced MSCI USA ETF 3.6 10 25 4.4 -2.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 0 4.9 -2.2
DXUV Dimensional US Vector Equity ETF 3.6 28 7 5.7 -1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 3.6 37 -2 5.8 -1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.5 4 31 5.9 -1.1
COWS Amplify Cash Flow Dividend Leaders ETF 3.5 0 35 7.7 +0.7
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 6.2 -0.8
QDIV Global X S&P 500 Quality Dividend ETF 3.5 20 15 7.9 +0.8
AVUS Avantis U.S. Equity ETF 3.5 15 20 5.2 -1.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.5 35 0 6.9 -0.2
DIVY Sound Equity Dividend Income ETF 3.5 45 -10 8.4 +1.3
VYM Vanguard High Dividend Yield Index ETF 3.5 6 29 6.4 -0.7
FELV Fidelity Enhanced Large Cap Value ETF 3.5 18 17 6.1 -0.9
DFVX Dimensional US Large Cap Vector ETF 3.5 22 13 5.7 -1.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 23 5.9 -1.1
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 6.6 -0.5
ISCB iShares Morningstar Small-Cap ETF 3.5 4 31 5.8 -1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 3.4 6 29 3.8 -3.3
NUSC Nuveen ESG Small-Cap ETF 3.4 31 4 5.3 -1.7
FMDE Fidelity Enhanced Mid Cap ETF 3.4 23 12 5.8 -1.2
IUSV iShares Core S&P US Value ETF 3.4 4 31 6.1 -0.9
JHSC John Hancock Multifactor Small Cap ETF 3.4 42 -7 6.4 -0.6
VONV Vanguard Russell 1000 Value ETF 3.4 7 28 6.0 -1.1
IWD iShares Russell 1000 Value ETF 3.4 19 16 5.9 -1.2
FLDZ RiverNorth Patriot ETF 3.3 75 -40 5.8 -1.2
SPDV AAM S&P 500 High Dividend Value ETF 3.3 29 6 11.1 +4.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.3 12 23 6.7 -0.4
DGRO iShares Core Dividend Growth ETF 3.3 8 27 5.8 -1.2
LOWV AB US Low Volatility Equity ETF 3.3 48 -13 4.6 -2.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.3 24 11 7.5 +0.5
TPSC Timothy Plan US Small Cap Core ETF 3.3 52 -17 7.0 -0.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.3 17 18 5.4 -1.6
VOOV Vanguard S&P 500 Value ETF 3.3 7 28 5.9 -1.1
SCHV Schwab U.S. Large-Cap Value ETF 3.3 4 31 6.0 -1.0
IVE iShares S&P 500 Value ETF 3.2 18 17 5.8 -1.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.2 4 31 6.0 -1.1
OPTZ Optimize Strategy Index ETF 3.2 50 -15 4.3 -2.8
JHML John Hancock Multifactor Large Cap ETF 3.2 29 6 4.9 -2.1
KRMA Global X Conscious Companies ETF 3.2 43 -8 5.7 -1.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.2 30 5 8.9 +1.9
PRAY FIS Christian Stock Fund 3.2 69 -34 4.3 -2.8
MAGA Point Bridge America First ETF 3.1 72 -37 5.3 -1.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.1 35 0 5.9 -1.2
REVS Columbia Research Enhanced Value ETF 3.1 19 16 7.2 +0.2
AIEQ AI Powered Equity ETF 3.1 75 -40 4.1 -2.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.1 50 -15 9.0 +1.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.1 20 15 9.1 +2.1
RGEF Rockefeller Global Equity ETF 3.0 55 -20 4.3 -2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 10 5.4 -1.7
XSHQ Invesco S&P SmallCap Quality ETF 3.0 29 6 7.3 +0.2
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 3.1 -3.9
DVGR DAC 3D Dividend Growth ETF 3.0 65 -30 5.0 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.0 29 6 6.0 -1.0
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 18 5.1 -1.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.0 35 0 6.7 -0.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.0 15 20 6.6 -0.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 25 4.1 -2.9
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 -3 4.3 -2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.9 38 -3 5.5 -1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 2.9 4 31 5.7 -1.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.9 18 17 7.2 +0.1
PRF Invesco FTSE RAFI US 1000 ETF 2.9 34 1 6.2 -0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.9 80 -45 5.8 -1.2
FDWM Fidelity Women's Leadership ETF 2.8 59 -24 3.7 -3.4
TAX Cambria Tax Aware ETF 2.8 49 -14 4.6 -2.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 6.5 -0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.8 39 -4 8.2 +1.2
APUE ActivePassive U.S. Equity ETF 2.8 45 -10 4.4 -2.7
VB Vanguard Small-Cap ETF 2.8 5 30 5.6 -1.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.8 48 -13 8.3 +1.2
PTL Inspire 500 ETF 2.7 9 26 4.8 -2.3
DCOR Dimensional US Core Equity 1 ETF 2.7 14 21 5.0 -2.0
IWX iShares Russell Top 200 Value ETF 2.7 20 15 5.5 -1.6
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 3.7 -3.3
EPS WisdomTree U.S. LargeCap Fund 2.7 8 27 5.2 -1.8
DHS WisdomTree U.S. High Dividend Fund 2.7 38 -3 8.3 +1.3
VEGN US Vegan Climate ETF 2.7 60 -25 4.4 -2.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.7 35 0 6.4 -0.6
QWLD SPDR MSCI World StrategicFactors ETF 2.6 30 5 5.5 -1.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.6 25 10 4.5 -2.5
MODL VictoryShares WestEnd U.S. Sector ETF 2.6 42 -7 4.5 -2.6
DFAS Dimensional U.S. Small Cap ETF 2.6 26 9 6.0 -1.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 0 3.4 -3.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.6 9 26 5.1 -1.9
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 9.4 +2.3
STXK Strive Small-Cap ETF 2.6 18 17 5.6 -1.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 15 6.4 -0.7
STXD Strive 1000 Dividend Growth ETF 2.5 35 0 4.7 -2.3
VXF Vanguard Extended Market ETF 2.5 5 30 4.2 -2.9
VFQY Vanguard U.S. Quality Factor ETF 2.5 13 22 5.9 -1.1
QDF FlexShares Quality Dividend Index Fund 2.5 37 -2 5.8 -1.2
MGV Vanguard Mega Cap Value ETF 2.5 7 28 5.8 -1.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.5 10 25 4.1 -2.9
BLCV iShares Large Cap Value Active ETF 2.5 53 -18 6.9 -0.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.5 5 30 7.9 +0.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.5 60 -25 6.5 -0.6
RNIN Bushido Capital US SMID Cap Equity ETF 2.5 70 -35 11.4 +4.4
WCEO Hypatia Women CEO ETF 2.5 85 -50 5.2 -1.9
SIXS ETC 6 Meridian Small Cap Equity ETF 2.5 89 -54 8.3 +1.3
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 0 4.7 -2.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.4 15 20 5.4 -1.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.4 9 26 4.8 -2.2
IUS Invesco RAFI Strategic US ETF 2.4 19 16 6.1 -0.9
KBWD Invesco KBW High Dividend Yield Financial ETF 2.4 384 -349 17.2 +10.2
FNDX Schwab Fundamental US Large Co. Index ETF 2.4 25 10 6.7 -0.3
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -36 -0.6 -7.7
BIBL Inspire 100 ETF 2.4 35 0 4.7 -2.3
NULC Nuveen ESG Large-Cap ETF 2.4 21 14 4.4 -2.6
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 6 6.8 -0.3
JAVA JPMorgan Active Value ETF 2.4 44 -9 5.9 -1.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.3 79 -44 4.6 -2.4
ILCV iShares Morningstar Value ETF 2.3 4 31 5.7 -1.4
JSTC Adasina Social Justice All Cap Global ETF 2.3 89 -54 4.9 -2.1
JHDV John Hancock U.S. High Dividend ETF 2.3 34 1 6.6 -0.4
SPHQ Invesco S&P 500 Quality ETF 2.3 15 20 5.0 -2.1
DFAU Dimensional US Core Equity Market ETF 2.3 12 23 4.7 -2.3
DSTL Distillate US Fundamental Stability & Value ETF 2.3 39 -4 7.9 +0.9
FNDB Schwab Fundamental US Broad Market Index ETF 2.3 25 10 6.7 -0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 26 4.8 -2.3
DTD WisdomTree U.S. Total Dividend Fund 2.3 28 7 6.0 -1.0
DSPY Tema S&P 500 Historical Weight ETF 2.2 18 17 4.8 -2.2
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 26 4.7 -2.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 6 4.3 -2.7
SCHA Schwab U.S. Small-Cap ETF 2.2 4 31 4.9 -2.1
BFOR ALPS Barron's 400 ETF 2.2 65 -30 5.3 -1.7
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 -25 3.8 -3.2
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.2 7 28 10.5 +3.5
ENHU iShares Enhanced Large Cap Core Active ETF 2.2 22 13 4.6 -2.5
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 20 4.6 -2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 23 4.9 -2.2
GQI Natixis Gateway Quality Income ETF 2.2 34 1 4.7 -2.4
ROSC Hartford Multifactor Small Cap ETF 2.2 34 1 7.7 +0.7
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 -24 3.3 -3.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.1 7 28 6.8 -0.3
EDOW First Trust Dow 30 Equal Weight ETF 2.1 50 -15 4.9 -2.1
DIA SPDR Dow Jones Industrial Average ETF 2.1 16 19 5.1 -1.9
SCHD Schwab US Dividend Equity ETF 2.1 6 29 8.4 +1.3
DSI iShares MSCI KLD 400 Social ETF 2.1 25 10 4.6 -2.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 26 4.2 -2.9
SMMD iShares Russell 2500 ETF 2.1 15 20 6.1 -0.9
TOPC iShares S&P 500 3% Capped ETF 2.1 15 20 4.8 -2.2
JPEF JPMorgan Equity Focus ETF 2.1 50 -15 4.1 -2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 24 4.8 -2.2
SXQG ETC 6 Meridian Quality Growth ETF 2.1 100 -65 3.1 -4.0
STOX Horizon Core Equity ETF 2.1 70 -35 4.0 -3.0
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 23 7.7 +0.6
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 22 5.9 -1.2
SFTY Horizon Managed Risk ETF 2.0 77 -42 3.9 -3.2
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 5.9 -1.2
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -41 3.5 -3.5
JSML Janus Henderson Small Cap Growth Alpha ETF 2.0 30 5 3.2 -3.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.0 15 20 4.8 -2.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.0 29 6 4.4 -2.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.0 70 -35 4.2 -2.9
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.0 78 -43 10.5 +3.5
AZTD Aztlan Global Stock Selection DM SMID ETF 2.0 75 -40 4.6 -2.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.0 15 20 4.5 -2.6
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 18 4.4 -2.6
DIVB iShares Core Dividend ETF 2.0 5 30 7.7 +0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 2.0 28 7 5.7 -1.3
ALIL Argent Focused Small Cap ETF 2.0 74 -39 6.1 -0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.0 10 25 4.5 -2.6
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 4.3 -2.7
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 25 4.8 -2.3
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.6 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.9 8 27 4.8 -2.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.9 52 -17 5.4 -1.7
JPSV JPMorgan Active Small Cap Value ETF 1.9 74 -39 8.1 +1.1
ABLS Abacus FCF Small Cap Leaders ETF 1.9 59 -24 5.2 -1.8
INRO iShares U.S. Industry Rotation Active ETF 1.9 42 -7 4.0 -3.0
TMFX Motley Fool Next Index ETF 1.9 50 -15 3.2 -3.8
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -24 3.0 -4.1
JGRW Jensen Quality Growth ETF 1.9 57 -22 4.3 -2.7
FVAL Fidelity Value Factor ETF 1.9 15 20 6.5 -0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 1.9 9 26 4.4 -2.7
CGDV Capital Group Dividend Value ETF 1.9 33 2 4.3 -2.8
FPAG FPA Global Equity ETF 1.9 49 -14 6.4 -0.6
PCGG Polen Capital Global Growth ETF 1.9 85 -50 4.1 -2.9
TMFG Motley Fool Global Opportunities ETF 1.9 85 -50 4.1 -2.9
SEMG Suncoast Select Growth ETF 1.9 60 -25 4.0 -3.0
ITOL Tema International Durable Quality ETF 1.9 60 -25 5.4 -1.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.9 19 16 5.2 -1.8
DFUS Dimensional U.S. Equity ETF 1.9 9 26 4.5 -2.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.9 7 28 4.8 -2.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 23 3.9 -3.2
IWB iShares Russell 1000 ETF 1.8 15 20 4.6 -2.4
VONE Vanguard Russell 1000 ETF 1.8 7 28 4.7 -2.4
IYY iShares Dow Jones U.S. ETF 1.8 20 15 4.5 -2.5
DUSA Davis Select U.S. Equity ETF 1.8 61 -26 7.5 +0.5
DWLD Davis Select Worldwide ETF 1.8 63 -28 7.2 +0.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.8 12 23 7.3 +0.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 32 4.8 -2.2
PBUS Invesco MSCI USA ETF 1.8 4 31 4.6 -2.4
VTI Vanguard Total Stock Market ETF 1.8 3 32 4.6 -2.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 32 4.6 -2.5
WSML iShares MSCI World Small-Cap ETF 1.8 15 20 5.8 -1.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 20 6.8 -0.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -25 8.6 +1.6
FDL First Trust Morningstar Dividend Leaders Index Fund 1.8 45 -10 8.9 +1.8
IWV iShares Russell 3000 ETF 1.8 20 15 4.4 -2.6
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -25 8.2 +1.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.8 29 6 7.3 +0.3
BELT iShares Long-Term U.S. Equity Active ETF 1.8 75 -40 2.7 -4.4
TOGA Tremblant Global ETF 1.8 69 -34 -0.2 -7.2
ABIG Argent Large Cap ETF 1.8 49 -14 4.8 -2.2
SURE AdvisorShares Insiders Advantage ETF 1.8 90 -55 8.5 +1.5
UDI USCF Dividend Income Fund 1.8 65 -30 6.9 -0.2
SCHB Schwab U.S. Broad Market ETF 1.8 3 32 4.7 -2.4
SCHK Schwab 1000 Index ETF 1.8 5 30 4.7 -2.3
VLUE iShares MSCI USA Value Factor ETF 1.8 15 20 8.2 +1.1
USEW Cambria US EW ETF 1.8 30 5 4.5 -2.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 29 3.0 -4.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 24 4.6 -2.5
VTHR Vanguard Russell 3000 ETF 1.8 7 28 4.6 -2.5
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.1 -2.0
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -13 4.2 -2.8
LCF Touchstone US Large Cap Focused ETF 1.8 69 -34 4.0 -3.0
TOLL Tema Durable Quality ETF 1.8 75 -40 4.4 -2.7
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 23 6.8 -0.2
RAUS RACWI US ETF 1.8 15 20 4.6 -2.4
CHRI Global X S&P 500 Christian Values ETF 1.8 29 6 4.4 -2.7
SCHX Schwab U.S. Large-Cap ETF 1.8 3 32 4.7 -2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.7 -2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 -4 3.9 -3.2
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 4.8 -2.3
KONG Formidable Fortress ETF 1.8 89 -54 5.4 -1.6
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 25 4.7 -2.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.4 -2.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.8 35 0 5.3 -1.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.8 9 26 4.5 -2.5
TMFM Motley Fool Mid-Cap Growth ETF 1.8 85 -50 2.2 -4.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 61 -26 6.0 -1.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 21 4.6 -2.4
FFND Future Fund Active ETF 1.8 100 -65 4.7 -2.3
YOKE Yoke Core ETF 1.7 42 -7 4.0 -3.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 4.6 -2.4
HDUS Hartford Disciplined US Equity ETF 1.7 19 16 5.2 -1.9
AUSF Global X Adaptive U.S. Factor ETF 1.7 27 8 8.2 +1.1
FCPI Fidelity Stocks for Inflation ETF 1.7 15 20 6.3 -0.8
VV Vanguard Large-Cap ETF 1.7 4 31 4.5 -2.5
VOO Vanguard S&P 500 ETF 1.7 3 32 4.6 -2.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.7 10 25 9.7 +2.7
SPY SPDR S&P 500 ETF 1.7 9 26 4.6 -2.4
IVV iShares Core S&P 500 ETF 1.7 3 32 4.7 -2.4
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 33 4.7 -2.4
GXLC Global X U.S. 500 ETF 1.7 2 33 4.5 -2.5
IJS iShares S&P Small-Cap 600 Value ETF 1.7 18 17 9.6 +2.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.7 15 20 9.7 +2.7
GGRW Gabelli Growth Innovators ETF 1.7 90 -55 2.2 -4.8
ACEP ARS Core Equity ETF 1.7 45 -10 4.6 -2.5
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 35 4.6 -2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 25 4.7 -2.4
STRV Strive 500 ETF 1.7 5 30 4.5 -2.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -50 2.8 -4.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 28 4.5 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 33 4.6 -2.4
VOTE TCW Transform 500 ETF 1.7 5 30 4.6 -2.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.7 60 -25 7.3 +0.2
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 32 4.5 -2.5
HEAL Global X HealthTech ETF 1.7 50 -15 -1.5 -8.6
LQPE PEO AlphaQuest Thematic PE ETF 1.7 125 -90 5.3 -1.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -60 -0.5 -7.5
QUAL iShares MSCI USA Quality Factor ETF 1.7 15 20 4.8 -2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 25 4.8 -2.3
FFOX FundX Future Fund Opportunities ETF 1.6 100 -65 2.6 -4.4
FEGE First Eagle Global Equity ETF 1.6 79 -44 6.4 -0.7
BLES Inspire Global Hope ETF 1.6 61 -26 6.2 -0.9
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -44 3.7 -3.4
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.3 -2.7
RJDI RJ Eagle GCM Dividend Select Income ETF 1.6 55 -20 4.7 -2.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 -17 5.6 -1.4
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 10 5.0 -2.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.6 60 -25 5.1 -2.0
TIIV AAM Todd International Intrinsic Value ETF 1.6 54 -19 10.2 +3.2
PEY Invesco High Yield Equity Dividend Achievers ETF 1.6 52 -17 9.4 +2.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.6 39 -4 9.8 +2.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.6 56 -21 7.5 +0.4
ACSI American Customer Satisfaction ETF 1.6 65 -30 5.1 -2.0
MDLV Morgan Dempsey Large Cap Value ETF 1.6 58 -23 5.9 -1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -40 5.1 -1.9
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.8 +0.8
FDRR Fidelity Dividend ETF for Rising Rates 1.6 15 20 6.3 -0.7
SFY SoFi Select 500 ETF 1.6 0 35 4.2 -2.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 7 28 6.8 -0.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.5 3 32 7.0 -0.0
IJR iShares Core S&P Small Cap ETF 1.5 6 29 6.9 -0.1
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 22 1.9 -5.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.6 -3.5
RVRB Reverb ETF 1.5 30 5 4.3 -2.7
DUHP Dimensional US High Profitability ETF 1.5 21 14 5.5 -1.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.5 65 -30 0.6 -6.4
SDOG ALPS Sector Dividend Dogs ETF 1.5 36 -1 8.6 +1.6
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.8 -1.3
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -14 5.2 -1.8
BDIV AAM Brentview Dividend Growth ETF 1.4 49 -14 3.9 -3.2
MVPA Miller Value Partners Appreciation ETF 1.4 60 -25 10.4 +3.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.4 73 -38 10.5 +3.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 5.4 -1.7
ITAN Sparkline Intangible Value ETF 1.4 50 -15 6.6 -0.4
GSPY Gotham Enhanced 500 ETF 1.4 50 -15 4.9 -2.1
ITEQ BlueStar Israel Technology ETF 1.4 75 -40 1.2 -5.8
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.4 30 5 4.5 -2.6
ACVF American Conservative Values ETF 1.4 75 -40 4.1 -3.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 10 25 4.1 -3.0
FEOE First Eagle Overseas Equity ETF 1.4 79 -44 6.6 -0.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.4 15 20 4.1 -2.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 17 4.1 -3.0
WBIY WBI Power Factor High Dividend ETF 1.4 100 -65 12.3 +5.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 3 4.4 -2.6
PWB Invesco Large Cap Growth ETF 1.4 56 -21 2.4 -4.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.3 19 16 5.4 -1.6
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 17 4.8 -2.2
IWL iShares Russell Top 200 ETF 1.3 15 20 4.3 -2.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 26 4.9 -2.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -30 8.2 +1.2
XSMO Invesco S&P SmallCap Momentum ETF 1.3 39 -4 4.0 -3.0
CSMD Congress SMid Growth ETF 1.3 69 -34 3.7 -3.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 5 4.3 -2.8
CGGO Capital Group Global Growth Equity ETF 1.3 47 -12 4.8 -2.3
EES WisdomTree U.S. SmallCap Fund 1.3 38 -3 8.5 +1.5
TOK iShares MSCI Kokusai ETF 1.3 26 9 4.7 -2.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.3 20 15 5.0 -2.1
SFGV Sequoia Global Value ETF 1.3 23 12 7.5 +0.5
DGT State Street SPDR Global Dow ETF 1.3 50 -15 6.2 -0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 -1 4.5 -2.6
VUSE Vident U.S. Equity Strategy ETF 1.3 50 -15 4.1 -3.0
PSC Principal U.S. Small-Cap ETF 1.3 38 -3 4.1 -2.9
DBSC Deepwater Beachfront Small Cap ETF 1.3 85 -50 1.3 -5.7
DGRW WisdomTree US Quality Dividend Growth Fund 1.2 28 7 5.3 -1.7
CGUS Capital Group Core Equity ETF 1.2 33 2 4.0 -3.1
GEW Cambria Global EW ETF 1.2 29 6 5.8 -1.3
URTH iShares MSCI World ETF 1.2 24 11 4.8 -2.3
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.5 -1.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 10 6.7 -0.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.2 12 23 4.0 -3.1
IWO iShares Russell 2000 Growth ETF 1.2 24 11 0.6 -6.5
TMFS Motley Fool Small-Cap Growth ETF 1.2 85 -50 1.4 -5.7
WLDR Affinity World Leaders Equity ETF 1.2 67 -32 6.9 -0.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -35 2.3 -4.7
DAK Dakota Active Equity ETF 1.2 43 -8 4.1 -3.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 5.2 -1.8
OALC OneAscent Large Cap Core ETF 1.1 86 -51 3.9 -3.1
THRO iShares U.S. Thematic Rotation Active ETF 1.1 90 -55 3.6 -3.4
VT Vanguard Total World Stock ETF 1.1 6 29 5.5 -1.5
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 10 5.1 -2.0
FDFF Fidelity Disruptive Finance ETF 1.1 50 -15 5.8 -1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 15 4.5 -2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -29 1.5 -5.6
RSSL Global X Russell 2000 ETF 1.1 8 27 3.0 -4.0
ACWI iShares MSCI ACWI ETF 1.1 32 3 5.2 -1.9
IWM iShares Russell 2000 ETF 1.1 19 16 3.0 -4.1
ETHO Etho Climate Leadership U.S. ETF 1.1 47 -12 4.8 -2.2
VALQ American Century U.S. Quality Value ETF 1.1 29 6 7.3 +0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 2.6 -4.5
MGC Vanguard Mega Cap ETF 1.0 7 28 4.3 -2.7
TCV Towle Value ETF 1.0 85 -50 10.5 +3.4
ISRA VanEck Israel ETF 1.0 59 -24 6.1 -1.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -14 4.2 -2.9
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 5.4 -1.6
DIVL Madison Dividend Value ETF 1.0 65 -30 4.8 -2.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -14 4.3 -2.7
FESM Fidelity Enhanced Small Cap ETF 1.0 28 7 2.6 -4.4
FQAL Fidelity Quality Factor ETF 1.0 15 20 5.2 -1.9
IWN iShares Russell 2000 Value ETF 1.0 24 11 5.3 -1.8
ILCG iShares Morningstar Growth ETF 1.0 4 31 3.5 -3.6
VBK Vanguard Small-Cap Growth ETF 1.0 7 28 1.4 -5.7
AFSM First Trust Active Factor Small Cap ETF 0.9 75 -40 6.5 -0.5
VTWO Vanguard Russell 2000 ETF 0.9 7 28 3.1 -3.9
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 25 0.7 -6.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.9 70 -35 4.3 -2.7
RCGE RockCreek Global Equality ETF 0.9 95 -60 6.5 -0.5
VOT Vanguard Mid-Cap Growth ETF 0.9 7 28 3.4 -3.7
SVAL iShares US Small Cap Value Factor ETF 0.9 20 15 8.0 +0.9
PINK Simplify Health Care ETF 0.8 50 -15 1.0 -6.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 0 9.1 +2.1
FINX Global X FinTech ETF 0.8 68 -33 3.2 -3.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.8 12 23 3.7 -3.3
ISMD Inspire Small/Mid Cap ETF 0.8 54 -19 5.8 -1.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 6.5 -0.5
FDG American Century Focused Dynamic Growth ETF 0.8 45 -10 2.0 -5.1
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 12 3.0 -4.1
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -73 3.4 -3.6
GLOF iShares Global Equity Factor ETF 0.7 20 15 6.2 -0.9
AKAF The Frontier Economic Fund 0.7 20 15 5.4 -1.7
AQLT iShares MSCI Global Quality Factor ETF 0.7 18 17 0.0 -7.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 6 6.9 -0.1
SNPV Xtrackers S&P 500 Value ESG ETF 0.7 15 20 5.8 -1.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 -3 9.5 +2.4
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -40 3.4 -3.7
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 0 3.9 -3.2
TMFC Motley Fool 100 Index ETF 0.6 50 -15 3.4 -3.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 8.6 +1.6
AVUQ Avantis U.S. Quality ETF 0.6 15 20 4.0 -3.1
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -27 1.7 -5.3
STXG Strive 1000 Growth ETF 0.6 18 17 3.6 -3.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.7 -3.4
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 7.6 +0.5
WSGE Warren Street Global Equity ETF 0.6 80 -45 3.2 -3.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 -12 8.4 +1.3
VIDI Vident International Equity Strategy ETF 0.6 61 -26 9.0 +2.0
ICAP InfraCap Equity Income Fund ETF 0.6 171 -136 4.8 -2.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 -24 2.1 -5.0
TTAC FCF US Quality ETF 0.5 59 -24 5.3 -1.7
DURA VanEck Durable High Dividend ETF 0.5 29 6 6.3 -0.7
OEI Optimized Equity Income ETF 0.5 75 -40 3.6 -3.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 -21 10.3 +3.3
TXS Texas Capital Texas Equity Index ETF 0.5 49 -14 5.2 -1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.5 12 23 3.8 -3.3
JGLO JPMorgan Global Select Equity ETF 0.5 33 2 4.6 -2.4
IOO iShares Global 100 ETF 0.4 41 -6 4.4 -2.7
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 31 3.5 -3.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -25 -0.9 -8.0
VONG Vanguard Russell 1000 Growth ETF 0.4 7 28 3.9 -3.1
IWF iShares Russell 1000 Growth ETF 0.4 19 16 3.8 -3.3
FFF Founders 100 ETF 0.4 75 -40 2.9 -4.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 -5 4.3 -2.7
IWY iShares Russell Top 200 Growth ETF 0.3 20 15 3.9 -3.1
VOOG Vanguard S&P 500 Growth ETF 0.3 7 28 3.5 -3.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 31 3.5 -3.5
IVW iShares S&P 500 Growth ETF 0.3 18 17 3.4 -3.7
TEXN iShares Texas Equity ETF 0.3 20 15 5.3 -1.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 20 5.0 -2.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.3 -3.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 4.6 -2.4
CGGR Capital Group Growth ETF 0.3 39 -4 2.8 -4.2
APIE ActivePassive International Equity ETF 0.2 45 -10 6.9 -0.1
SPMO Invesco S&P 500 Momentum ETF 0.2 13 22 3.8 -3.3
OEF iShares S&P 100 ETF 0.2 20 15 4.3 -2.8
JGRO JPMorgan Active Growth ETF 0.2 44 -9 2.7 -4.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 15 0.9 -6.1
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 20 2.9 -4.1
QGRO American Century U.S. Quality Growth ETF 0.2 29 6 4.2 -2.9
MFMO Motley Fool Momentum Factor ETF 0.1 50 -15 2.4 -4.6
GINX SGI Enhanced Global Income ETF 0.1 98 -63 7.1 +0.1
HDV iShares Core High Dividend ETF 0.1 8 27 6.0 -1.1
FPX First Trust US Equity Opportunities ETF 0.1 61 -26 1.0 -6.0
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -15 3.1 -4.0
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.5 -3.5
VUG Vanguard Growth ETF 0.1 4 31 3.8 -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:		 State Street 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 10.6 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 7.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.73 CATEGORY
AVERAGE		 1.57
 
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.