SPDR S&P Insurance ETF
ALTAR
Score™		 7.8% info Recommen-
dation		 OVERWEIGHT
2022E    2023E
P/E
ratio		 13.8x P/Sales
ratio		 1.3x
P/BV
ratio		 1.0x Div.
yield		 2.3%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Nov 08, 2005
Assets (mns) $532
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 49
Wgt avg mkt cap (mns) $21,925
Large cap (>$10bn) 60.3%
Mid cap ($2-10bn) 38.7%
Small cap (<$2bn) 1.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
KINSALE CAPITAL GROUP, INC. 2.7 %
ARCH CAPITAL GROUP LTD 2.6 %
SELECTIVE INSURANCE GROUP 2.5 %
UNUM GROUP 2.5 %
REINSURANCE GROUP OF AMERICA 2.4 %
EVEREST RE GROUP LTD 2.4 %
PRINCIPAL FINANCIAL GROUP 2.4 %
BRIGHTHOUSE FINANCIAL, INC. 2.4 %
TRAVELERS COS INC/THE 2.3 %
GLOBE LIFE INC. 2.3 %
Total 24.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 78.9 %
BERMUDA 12.4 %
BRITAIN 2.4 %
SWITZERLAND 2.3 %
IRELAND 2.2 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
3.7% 4.5% 8.3% 13.1% 7.0%

Market Correlations
versus... Beta R-squared
S&P500 0.89 67%
MSCI EAFE 0.98 73%
MSCI Emg. Mkts. 0.74 43%

Technical Indicators
Recent close $41.90
30d moving avg. $40.55
Annualized volatility 22.8%
Short interest (ETF) 25.8%
Short interest (Underlying) 2.3%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 1,404
Turnover 11.1%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $5,281

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 569 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™: 7.8%


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 55.0 39 -4 7.2 -0.6
KBWP Invesco KBW Property & Casualty Insurance ETF 38.3 35 0 5.9 -1.9
RYF Invesco S&P 500 Equal Weight Financials ETF 35.2 40 -5 8.6 +0.8
FXO First Trust Financials AlphaDEX Fund 28.0 61 -26 11.1 +3.3
JHMF John Hancock Multifactor Financials ETF 24.9 40 -5 8.5 +0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 23.7 60 -25 5.6 -2.2
IYF iShares U.S. Financials ETF 23.1 39 -4 7.9 +0.1
PFI Invesco DWA Financial Momentum ETF 22.5 60 -25 6.9 -0.9
SPVM Invesco S&P 500 Value with Momentum ETF 21.7 39 -4 9.0 +1.2
RPV Invesco S&P 500 Pure Value ETF 21.3 35 0 10.1 +2.3
FNCL Fidelity MSCI Financials Index ETF 20.4 8 27 8.5 +0.7
VFH Vanguard Financials Index Fund 20.2 10 25 8.5 +0.7
XLF Financial Select Sector SPDR Fund 20.1 10 25 8.1 +0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 15.2 60 -25 9.2 +1.3
FOVL iShares Focused Value Factor ETF 15.1 25 10 11.3 +3.5
NVQ QRAFT AI-Enhanced US Next Value ETF 15.0 75 -40 10.4 +2.6
VAMO Cambria Value & Momentum ETF 13.0 64 -29 10.0 +2.2
XMVM Invesco S&P MidCap Value with Momentum ETF 12.5 39 -4 11.6 +3.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 12.2 25 10 6.3 -1.5
KLCD KFA Large Cap Quality Dividend Index ETF 11.7 40 -5 6.6 -1.3
RFV Invesco S&P Midcap 400 Pure Value ETF 11.6 35 0 10.5 +2.7
IXG iShares Global Financials ETF 11.1 40 -5 9.3 +1.5
QDIV Global X S&P 500 Quality Dividend ETF 10.9 20 15 9.1 +1.3
SPMV Invesco S&P 500 Minimum Variance ETF 10.8 10 25 6.4 -1.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 10.7 41 -6 6.3 -1.5
BOUT Innovator IBD Breakout Opportunities ETF 10.6 80 -45 6.8 -1.0
FLV American Century Focused Large Cap Value ETF 10.5 42 -7 7.1 -0.7
RAYD Rayliant Quantitative Developed Market Equity ETF 10.4 80 -45 9.2 +1.4
FLRG Fidelity U.S. Multifactor ETF 10.4 29 6 8.2 +0.4
PKW Invesco Buyback Achievers ETF 10.2 64 -29 8.6 +0.8
RDVY First Trust Rising Dividend Achievers ETF 10.1 50 -15 9.2 +1.4
PEY Invesco High Yield Equity Dividend Achievers ETF 10.1 53 -18 8.7 +0.8
SPVU Invesco S&P 500 Enhanced Value ETF 9.9 13 22 11.9 +4.1
XMLV Invesco S&P MidCap Low Volatility ETF 9.9 25 10 6.7 -1.1
LGLV SPDR Russell 1000 Low Volatility ETF 9.8 12 23 5.8 -2.1
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 9.6 80 -45 7.5 -0.3
AILV Alpha Intelligent - Large Cap Value ETF 9.5 85 -50 6.6 -1.2
OALC OneAscent Large Cap Core ETF 9.5 76 -41 6.7 -1.1
SPLV Invesco S&P 500 Low Volatility ETF 9.4 25 10 6.1 -1.7
PWV Invesco Dynamic Large Cap Value ETF 9.2 58 -23 7.9 +0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.0 75 -40 9.4 +1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.0 70 -35 5.6 -2.2
QLV FlexShares US Quality Low Volatility Index Fund 8.8 22 13 6.0 -1.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 8.7 39 -4 11.3 +3.5
VUSE Vident Core US Equity Fund 8.6 50 -15 10.5 +2.7
FDMO Fidelity Momentum Factor ETF 8.5 29 6 6.4 -1.4
ESGS Columbia Sustainable U.S. Equity Income ETF 8.4 35 0 7.8 -0.0
JAVA JPMorgan Active Value ETF 8.4 44 -9 6.7 -1.1
SYLD Cambria Shareholder Yield ETF 8.4 59 -24 11.2 +3.4
LVOL American Century Low Volatility ETF 8.4 29 6 5.8 -2.0
DVY iShares Select Dividend ETF 8.1 39 -4 9.0 +1.2
JOET Virtus Terranova US Quality Momentum ETF 8.1 29 6 6.9 -0.9
SPGP Invesco S&P 500 GARP ETF 8.0 36 -1 9.3 +1.4
ROUS Hartford Multifactor US Equity ETF 7.9 19 16 8.1 +0.3
DFNL Davis Select Financial ETF 7.8 62 -27 8.7 +0.9
TPHD Timothy Plan High Dividend Stock ETF 7.8 52 -17 6.8 -1.0
GDIV Harbor Dividend Growth Leaders ETF 7.8 50 -15 6.7 -1.2
CZA Invesco Zacks Mid-Cap ETF 7.8 69 -34 6.5 -1.3
WTV WisdomTree US Value Fund 7.7 12 23 9.4 +1.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.7 20 15 8.0 +0.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 7.6 17 18 8.1 +0.3
VOE Vanguard Mid-Cap Value Index Fund 7.5 7 28 8.1 +0.3
WGRO WisdomTree U.S. Growth & Momentum Fund 7.4 55 -20 7.4 -0.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.2 60 -25 11.3 +3.5
DON WisdomTree U.S. MidCap Dividend Fund 7.2 38 -3 8.7 +0.9
ONEY SPDR Russell 1000 Yield Focus ETF 7.0 20 15 10.2 +2.3
IWS iShares Russell Mid-Cap Value ETF 6.8 23 12 7.2 -0.6
VFLQ Vanguard U.S. Liquidity Factor ETF 6.8 13 22 4.6 -3.3
FDLO Fidelity Low Volatility Factor ETF 6.8 29 6 6.1 -1.8
TMDV ProShares Russell US Dividend Growers ETF 6.8 36 -1 6.0 -1.8
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 6.7 45 -10 6.2 -1.6
REVS Columbia Research Enhanced Value ETF 6.7 19 16 9.1 +1.3
NULV Nuveen ESG Large-Cap Value ETF 6.7 25 10 7.9 +0.1
FTA First Trust Large Cap Value AlphaDEX Fund 6.7 59 -24 10.0 +2.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.7 35 0 6.3 -1.5
USVT US Value ETF 6.6 49 -14 11.4 +3.6
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 6.5 75 -40 5.9 -2.0
FMIL Fidelity New Millennium ETF 6.5 59 -24 6.8 -1.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 6.4 30 5 8.2 +0.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 6.4 35 0 7.0 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 6.4 6 29 8.3 +0.5
USMF WisdomTree U.S. Multifactor Fund 6.4 28 7 8.2 +0.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.3 55 -20 4.7 -3.2
STLV iShares Factors US Value Style ETF 6.2 25 10 9.7 +1.9
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 6.1 48 -13 7.9 +0.1
CVY Invesco Zacks Multi-Asset Income ETF 6.1 100 -65 10.4 +2.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.0 15 20 8.2 +0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 6.0 18 17 8.2 +0.4
MDYV SPDR S&P 400 Mid Cap Value ETF 6.0 15 20 8.3 +0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 5.9 20 15 8.5 +0.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.9 35 0 7.7 -0.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 5.8 85 -50 6.8 -1.1
AUSF Global X Adaptive U.S. Factor ETF 5.8 27 8 7.0 -0.9
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 5.7 29 6 8.0 +0.2
ZECP Zacks Earnings Consistent Portfolio ETF 5.7 55 -20 6.4 -1.4
CLRG IQ Chaikin U.S. Large Cap ETF 5.7 25 10 6.6 -1.2
YLDE ClearBridge Dividend Strategy ESG ETF 5.7 59 -24 6.3 -1.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.7 64 -29 7.8 +0.0
VEGN US Vegan Climate ETF 5.6 60 -25 6.2 -1.6
GBDV Global Beta Smart Income ETF 5.6 29 6 0.0 -7.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.6 75 -40 6.2 -1.6
SCHD Schwab U.S. Dividend Equity ETF 5.6 6 29 8.9 +1.1
VFMF Vanguard U.S. Multifactor ETF 5.5 18 17 9.5 +1.7
JSTC Adasina Social Justice All Cap Global ETF 5.5 89 -54 6.4 -1.4
FSMD Fidelity Small-Mid Factor ETF 5.5 29 6 8.4 +0.6
EQOP Natixis U.S. Equity Opportunities ETF 5.5 85 -50 6.4 -1.4
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 5.4 35 0 7.9 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.4 20 15 7.6 -0.2
VFVA Vanguard U.S. Value Factor ETF 5.4 13 22 11.6 +3.8
RWK Invesco S&P MidCap 400 Revenue ETF 5.4 39 -4 9.9 +2.1
PWC Invesco Dynamic Market ETF 5.4 60 -25 7.1 -0.7
SDY SPDR S&P Dividend ETF 5.3 35 0 6.5 -1.3
PDP Invesco DWA Momentum ETF 5.3 62 -27 5.1 -2.8
FAB First Trust Multi Cap Value AlphaDEX Fund 5.2 69 -34 11.1 +3.3
XMMO Invesco S&P MidCap Momentum ETF 5.2 33 2 7.0 -0.9
HLGE Hartford Longevity Economy ETF 5.2 44 -9 8.6 +0.8
PSCF Invesco S&P SmallCap Financials ETF 5.1 29 6 9.9 +2.1
YPS Arrow Reverse Cap 500 ETF 5.1 29 6 6.6 -1.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.1 15 20 7.7 -0.1
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 22 3.9 -4.0
TPLC Timothy Plan US Large Cap Core ETF 5.1 52 -17 6.3 -1.5
FEX First Trust Large Cap Core AlphaDEX Fund 5.1 59 -24 7.5 -0.3
JEPI JPMorgan Equity Premium Income ETF 5.1 35 0 5.8 -2.0
JQUA JPMorgan U.S. Quality Factor ETF 5.0 12 23 7.0 -0.8
KONG Formidable Fortress ETF 5.0 89 -54 6.0 -1.8
FNK First Trust Mid Cap Value AlphaDEX Fund 5.0 70 -35 12.2 +4.3
RECS Columbia Research Enhanced Core ETF 5.0 15 20 7.3 -0.5
AFMC First Trust Active Factor Mid Cap ETF 5.0 65 -30 9.1 +1.3
JHMM John Hancock Multifactor Mid Cap ETF 5.0 41 -6 7.5 -0.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 5.0 20 15 9.6 +1.7
VLU SPDR S&P 1500 Value Tilt ETF 5.0 12 23 8.3 +0.5
FVD First Trust Value Line Dividend Index Fund 4.9 67 -32 6.3 -1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.9 60 -25 7.6 -0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.9 38 -3 7.1 -0.7
SIZE iShares MSCI USA Size Factor ETF 4.8 15 20 6.2 -1.7
EUSA iShares MSCI USA Equal Weighted ETF 4.8 9 26 6.4 -1.4
DFAT Dimensional U.S. Targeted Value ETF 4.8 29 6 8.6 +0.8
AFLG First Trust Active Factor Large Cap ETF 4.8 55 -20 7.4 -0.5
EZM WisdomTree U.S. MidCap Earnings Fund 4.8 38 -3 10.3 +2.5
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 4.8 20 15 5.8 -2.1
SMDY Syntax Stratified MidCap ETF 4.8 35 0 7.5 -0.3
RSP Invesco S&P 500 Equal Weight ETF 4.7 20 15 6.9 -1.0
FDWM Fidelity Women's Leadership ETF 4.7 59 -24 6.3 -1.6
IWR iShares Russell Midcap ETF 4.7 18 17 6.3 -1.6
IMCB iShares Morningstar Mid-Cap ETF 4.7 4 31 6.6 -1.2
PY Principal Shareholder Yield Index ETF 4.7 15 20 7.5 -0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 4.7 37 -2 7.6 -0.2
FLLV Franklin Liberty U.S. Low Volatility ETF 4.7 29 6 6.4 -1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.7 4 31 6.6 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 4.7 39 -4 7.7 -0.1
ACSI American Customer Satisfaction Core Alpha ETF 4.6 65 -30 4.8 -3.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 4.6 35 0 9.7 +1.9
DFSV Dimensional US Small Cap Value ETF 4.6 31 4 8.6 +0.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.6 15 20 8.3 +0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 4.6 12 23 7.7 -0.1
SPYD SPDR S&P 500 High Dividend ETF 4.5 7 28 11.0 +3.2
VBR Vanguard Small Cap Value Index Fund 4.5 7 28 8.4 +0.6
PZLD Puzzle Divdend Leaders 4.5 10 25 7.2 -0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 7.8 -0.1
FCPI Fidelity Stocks for Inflation ETF 4.5 29 6 9.1 +1.3
ABEQ Absolute Core Strategy ETF 4.5 85 -50 4.6 -3.2
FBCV Fidelity Blue Chip Value ETF 4.5 59 -24 7.2 -0.7
SDOG ALPS Sector Dividend Dogs ETF 4.5 40 -5 9.8 +2.0
USMV iShares Edge MSCI Min Vol USA ETF 4.5 15 20 6.2 -1.6
GURU Global X Guru Index ETF 4.5 75 -40 4.5 -3.3
SCHM Schwab U.S. Mid-Cap ETF 4.4 4 31 6.3 -1.6
VYM Vanguard High Dividend Yield Index ETF 4.4 6 29 7.9 +0.1
TMFM Motley Fool Mid-Cap Growth ETF 4.4 85 -50 4.7 -3.1
VIG Vanguard Dividend Appreciation Index Fund 4.4 6 29 6.5 -1.3
SPDV AAM S&P 500 High Dividend Value ETF 4.4 29 6 11.4 +3.6
WBIY WBI Power Factor High Dividend ETF 4.3 70 -35 12.2 +4.4
DIVS SmartETFs Dividend Builder ETF 4.3 65 -30 5.6 -2.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.3 82 -47 6.2 -1.6
XMHQ Invesco S&P MidCap Quality ETF 4.3 25 10 8.3 +0.5
HOMZ Hoya Capital Housing ETF 4.3 30 5 10.8 +2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.3 25 10 7.1 -0.7
FPAG FPA Global Equity ETF 4.3 49 -14 7.0 -0.8
JMOM JPMorgan U.S. Momentum Factor ETF 4.3 12 23 6.5 -1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.3 29 6 7.6 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 4.2 4 31 7.4 -0.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.2 80 -45 6.6 -1.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.2 75 -40 4.6 -3.2
MDY SPDR S&P Midcap 400 ETF Trust 4.2 22 13 7.5 -0.3
ACWF iShares MSCI Global Multifactor ETF 4.2 35 0 9.5 +1.7
VO Vanguard Mid-Cap Index Fund 4.2 4 31 6.5 -1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.2 18 17 8.3 +0.5
RNMC Mid Cap US Equity Select ETF 4.2 60 -25 8.9 +1.1
DEF Invesco Defensive Equity ETF 4.2 55 -20 6.1 -1.7
AVLV Avantis U.S. Large Cap Value ETF 4.2 15 20 8.8 +1.0
VTV Vanguard Value Index Fund 4.2 4 31 7.7 -0.1
IVDG Invesco Focused Discovery Growth ETF 4.1 59 -24 4.5 -3.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 4.1 30 5 9.4 +1.6
IJH iShares Core S&P Mid-Cap ETF 4.1 5 30 7.7 -0.1
SPMD SPDR Portfolio Mid Cap ETF 4.1 5 30 7.7 -0.1
IVOO Vanguard S&P Mid-Cap 400 ETF 4.1 10 25 7.6 -0.2
JMIN JPMorgan U.S. Minimum Volatility ETF 4.1 12 23 0.0 -7.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.1 52 -17 6.8 -1.0
PFM Invesco Dividend Achievers ETF 4.0 53 -18 6.4 -1.4
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 7.2 -0.7
FTCS First Trust Capital Strength ETF 4.0 55 -20 6.5 -1.3
QDYN FlexShares Quality Dividend Dynamic Index Fund 4.0 37 -2 8.9 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.0 24 11 8.5 +0.7
JHSC John Hancock Multifactor Small Cap ETF 4.0 42 -7 6.5 -1.3
EWMC Invesco S&P MidCap 400 Equal Weight ETF 4.0 40 -5 7.6 -0.2
RESP WisdomTree US ESG Fund of Benef Interest 4.0 28 7 7.6 -0.2
AVUS Avantis U.S. Equity ETF 4.0 15 20 7.2 -0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.0 10 25 6.0 -1.8
DFUV Dimensional US Marketwide Value ETF 3.9 23 12 8.5 +0.7
VSDA VictoryShares Dividend Accelerator ETF 3.9 35 0 6.7 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 3.9 27 8 6.5 -1.3
DIVB iShares U.S. Dividend & Buyback ETF 3.9 5 30 8.1 +0.3
USXF iShares ESG Advanced MSCI USA ETF 3.9 10 25 6.4 -1.4
FNX First Trust Mid Cap Core AlphaDEX Fund 3.9 59 -24 8.2 +0.4
RWL Invesco S&P 500 Revenue ETF 3.9 39 -4 7.3 -0.5
NULC Nuveen ESG Large-Cap ETF 3.9 20 15 6.2 -1.7
BKUS BNY Mellon Sustainable US Equity ETF 3.9 60 -25 5.7 -2.1
GFGF Guru Favorite Stocks ETF 3.9 65 -30 6.9 -0.9
DGRO iShares Core Dividend Growth ETF 3.9 8 27 7.7 -0.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 3.9 25 10 7.8 -0.0
QDF FlexShares Quality Dividend Index Fund 3.8 37 -2 8.1 +0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.8 9 26 6.7 -1.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.8 18 17 6.4 -1.5
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 3.8 15 20 6.5 -1.3
JHML John Hancock Multifactor Large Cap ETF 3.8 29 6 6.7 -1.1
IUSV iShares Core S&P U.S. Value ETF 3.8 4 31 7.1 -0.7
SAMT Strategas Macro Thematic Opportunities ETF 3.8 65 -30 3.7 -4.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.7 15 20 6.5 -1.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.7 20 15 7.1 -0.7
SHE SPDR SSGA Gender Diversity Index ETF 3.7 20 15 6.6 -1.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.7 65 -30 5.4 -2.5
IVE iShares S&P 500 Value ETF 3.7 18 17 6.9 -0.9
VOOV Vanguard S&P 500 Value ETF 3.7 10 25 7.0 -0.8
SPYV SPDR Portfolio S&P 500 Value ETF 3.7 4 31 7.1 -0.8
HEET Hartford Schroders ESG US Equity ETF 3.7 39 -4 7.4 -0.4
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.7 25 10 7.7 -0.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.7 39 -4 7.5 -0.3
GBLO Global Beta Low Beta ETF 3.7 29 6 0.0 -7.8
IWD iShares Russell 1000 Value ETF 3.6 18 17 7.4 -0.4
VONV Vanguard Russell 1000 Value Index Fund 3.6 8 27 7.5 -0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.6 10 25 6.4 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 3.6 10 25 6.5 -1.4
MAGA Point Bridge GOP Stock Tracker ETF 3.6 72 -37 6.3 -1.6
RYJ Invesco Raymond James SB-1 Equity ETF 3.6 81 -46 4.2 -3.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.6 10 25 6.1 -1.7
SPMO Invesco S&P 500 Momentum ETF 3.5 13 22 6.1 -1.7
DEIF Sterling Capital Diverse Multi-Manager Active ETF 3.5 65 -30 7.1 -0.7
MBOX Freedom Day Dividend ETF 3.5 39 -4 8.3 +0.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.5 50 -15 8.3 +0.5
DHS WisdomTree U.S. High Dividend Fund 3.5 38 -3 8.3 +0.5
QUS SPDR MSCI USA StrategicFactors ETF 3.5 15 20 6.9 -0.9
FLDZ RiverNorth Volition America Patriot ETF 3.4 70 -35 5.6 -2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.4 24 11 8.2 +0.4
AVUV Avantis U.S. Small Cap Value ETF 3.4 25 10 9.7 +1.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 3.4 35 0 7.2 -0.6
XSMO Invesco S&P SmallCap Momentum ETF 3.3 39 -4 6.7 -1.1
DFAC Dimensional U.S. Core Equity 2 ETF 3.3 19 16 7.0 -0.8
JVAL JPMorgan U.S. Value Factor ETF 3.3 12 23 9.4 +1.6
MGV Vanguard Mega Cap Value ETF 3.3 7 28 7.6 -0.3
CGUS Capital Group Core Equity ETF 3.3 33 2 6.5 -1.3
LEAD Siren DIVCON Leaders Dividend ETF 3.3 43 -8 8.2 +0.4
FDVV Fidelity Core Dividend ETF 3.3 29 6 7.4 -0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.3 12 23 6.4 -1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.3 7 28 5.9 -2.0
ILCV iShares Morningstar Value ETF 3.2 4 31 7.6 -0.2
AVDR AVDR US LargeCap Leading ETF 3.2 60 -25 0.0 -7.8
RNLC Large Cap US Equity Select ETF 3.2 60 -25 7.3 -0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 3.2 27 8 6.1 -1.8
PWB Invesco Dynamic Large Cap Growth ETF 3.2 56 -21 4.4 -3.4
ISCV iShares Morningstar Small Cap Value ETF 3.1 6 29 8.2 +0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 3.1 59 -24 5.0 -2.8
KBWD Invesco KBW High Dividend Yield Financial ETF 3.1 124 -89 12.8 +5.0
BKSE BNY Mellon US Small Cap Core Equity ETF 3.1 4 31 5.9 -1.9
IUS Invesco Strategic US ETF 3.1 19 16 7.8 -0.0
LRGF iShares Edge MSCI Multifactor USA ETF 3.1 8 27 7.3 -0.5
VFQY Vanguard U.S. Quality Factor ETF 3.1 13 22 8.5 +0.7
GVLU Gotham 1000 Value ETF 3.0 50 -15 10.4 +2.6
VB Vanguard Small-Cap ETF 3.0 5 30 5.8 -2.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.0 12 23 6.9 -0.9
EQUL IQ Engender Equality ETF 3.0 45 -10 7.5 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 29 4.9 -2.9
VLUE iShares MSCI USA Value Factor ETF 2.9 15 20 12.6 +4.8
ESGV Vanguard ESG U.S. Stock ETF 2.9 9 26 6.4 -1.5
SUSA iShares MSCI USA ESG Select ETF 2.9 25 10 6.1 -1.7
OSCV Opus Small Cap Value Plus ETF 2.9 79 -44 5.9 -2.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.9 27 8 6.4 -1.5
DTD WisdomTree U.S.Total Dividend Fund 2.9 28 7 7.4 -0.5
EPS WisdomTree U.S. Earnings 500 Fund 2.9 8 27 7.8 +0.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.8 25 10 6.7 -1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.8 9 26 7.0 -0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.8 7 28 6.3 -1.5
DSI iShares MSCI KLD 400 Social ETF 2.8 25 10 6.5 -1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 23 6.5 -1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.8 15 20 6.1 -1.7
DFAS Dimensional U.S. Small Cap ETF 2.8 28 7 6.8 -1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.8 14 21 6.4 -1.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.8 20 15 6.7 -1.1
DFAU Dimensional US Core Equity Market ETF 2.7 12 23 6.5 -1.3
WKLY SoFi Weekly Dividend ETF 2.7 49 -14 8.3 +0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.7 48 -13 7.3 -0.5
VXF Vanguard Extended Market Index Fund 2.7 6 29 3.8 -4.1
KRMA Global X Conscious Companies ETF 2.7 43 -8 6.6 -1.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.6 52 -17 5.9 -1.9
XVV iShares ESG Screened S&P 500 ETF 2.6 8 27 6.5 -1.3
SQLV Legg Mason Small-Cap Quality Value 2.6 61 -26 11.8 +3.9
IQSU IQ Candriam ESG US Equity ETF 2.6 9 26 6.1 -1.7
FDL First Trust Morningstar Dividend Leaders Index Fund 2.6 45 -10 9.4 +1.6
MTUM iShares MSCI USA Momentum Factor ETF 2.6 15 20 6.2 -1.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.6 70 -35 6.3 -1.5
SFYX Sofi Next 500 ETF 2.6 0 35 6.1 -1.7
QWLD SPDR MSCI World StrategicFactors ETF 2.5 30 5 7.0 -0.8
RNDV US Equity Dividend Select ETF 2.5 50 -15 9.3 +1.5
ADME Aptus Drawdown Managed Equity ETF 2.5 79 -44 5.4 -2.4
QVML Invesco S&P 500 QVM Multi-factor ETF 2.5 11 24 6.7 -1.2
DFUS Dimensional U.S. Equity ETF 2.5 11 24 6.4 -1.4
SMMD iShares Russell 2500 ETF 2.5 15 20 6.1 -1.7
AFSM First Trust Active Factor Small Cap ETF 2.5 75 -40 8.2 +0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.5 15 20 14.0 +6.2
QLC FlexShares US Quality Large Cap Index Fund 2.5 25 10 7.2 -0.6
PBSM Invesco PureBeta MSCI USA Small Cap ETF 2.5 6 29 5.6 -2.2
JDIV JPMorgan U.S. Dividend ETF 2.5 12 23 0.0 -7.8
PBP Invesco S&P 500 BuyWrite ETF 2.5 49 -14 6.2 -1.7
FVAL Fidelity Value Factor ETF 2.5 29 6 9.9 +2.1
XRMI Global X S&P 500 Risk Managed Income ETF 2.5 60 -25 6.2 -1.6
ISCB iShares Morningstar Small-Cap ETF 2.5 4 31 5.0 -2.8
IYY iShares Dow Jones U.S. ETF 2.4 20 15 6.2 -1.6
XYLD Global X S&P 500 Covered Call ETF 2.4 60 -25 6.1 -1.7
IWB iShares Russell 1000 ETF 2.4 15 20 6.2 -1.6
SPTM SPDR Portfolio Total Stock Market ETF 2.4 3 32 6.6 -1.2
VONE Vanguard Russell 1000 ETF 2.4 8 27 6.3 -1.5
NUMV Nuveen ESG Mid-Cap Value ETF 2.4 30 5 8.6 +0.8
SCHK Schwab 1000 Index ETF 2.4 5 30 6.3 -1.5
AIEQ AI Powered Equity ETF 2.4 75 -40 2.9 -4.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.4 20 15 6.4 -1.5
PBUS Invesco PureBeta MSCI USA ETF 2.4 4 31 6.4 -1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 2.4 35 0 9.9 +2.1
XYLG Global X S&P 500 Covered Call & Growth ETF 2.4 60 -25 6.1 -1.8
IWV iShares Russell 3000 ETF 2.4 20 15 6.0 -1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 33 6.4 -1.4
SCHX Schwab U.S. Large-Cap ETF 2.4 3 32 6.3 -1.5
SCHB Schwab U.S. Broad Market ETF 2.4 3 32 6.2 -1.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.4 3 32 6.1 -1.7
SDEI Sound Equity Income ETF 2.4 45 -10 10.2 +2.4
ILCB iShares Morningstar U.S. Equity ETF 2.4 3 32 6.4 -1.4
RUFF Alpha Dog ETF 2.4 90 -55 5.8 -2.0
VTHR Vanguard Russell 3000 Index Fund 2.4 10 25 6.1 -1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 2.4 28 7 7.2 -0.7
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.4 49 -14 6.7 -1.1
ACIO Aptus Collared Income Opportunity ETF 2.4 79 -44 5.7 -2.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 63 -28 3.6 -4.2
VTI Vanguard Total Stock Market Index Fund 2.3 3 32 6.1 -1.7
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.3 17 18 5.6 -2.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.3 7 28 9.8 +2.0
DJIA Global X Dow 30 Covered Call ETF 2.3 60 -25 7.2 -0.6
EDOW First Trust Dow 30 Equal Weight ETF 2.3 50 -15 7.2 -0.6
DIA SPDR Dow Jones Industrial Average ETF Trust 2.3 16 19 6.6 -1.2
FSST Fidelity Sustainability U.S. Equity ETF 2.3 59 -24 6.3 -1.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.3 35 0 8.9 +1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 6.3 -1.5
SCHA Schwab U.S. Small-Cap ETF 2.3 4 31 5.4 -2.5
IVSG Invesco Select Growth ETF 2.3 48 -13 4.3 -3.5
ESG FlexShares STOXX US ESG Impact Index Fund 2.3 32 3 6.3 -1.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 6 6.2 -1.6
EFIV SPDR S&P 500 ESG ETF 2.3 10 25 6.6 -1.2
IVLC Invesco US Large Cap Core ESG ETF 2.3 48 -13 6.1 -1.7
XCLR Global X S&P 500 Collar 95-110 ETF 2.3 60 -25 6.1 -1.7
SPY SPDR S&P 500 ETF Trust 2.3 9 26 6.5 -1.4
SPLG SPDR Portfolio S&P 500 ETF 2.3 3 32 6.5 -1.3
IVV iShares Core S&P 500 ETF 2.3 3 32 6.5 -1.3
XTR Global X S&P 500 Tail Risk ETF 2.3 60 -25 6.3 -1.6
DFND Siren DIVCON Dividend Defender ETF 2.3 150 -115 7.2 -0.6
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 25 6.6 -1.2
VOO VANGUARD S&P 500 ETF 2.3 3 32 6.5 -1.3
NUSC Nuveen ESG Small-Cap ETF 2.3 30 5 5.9 -1.9
XVOL Acruence Active Hedge U.S. Equity ETF 2.3 83 -48 5.9 -1.9
VV Vanguard Large-Cap Index Fund 2.3 4 31 6.4 -1.4
ICAP InfraCap Equity Income Fund ETF 2.3 80 -45 9.6 +1.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.3 30 5 9.3 +1.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.3 57 -22 13.0 +5.2
LYFE 2nd Vote Life Neutral Plus ETF 2.2 75 -40 8.4 +0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 15 6.2 -1.6
VOTE Engine No. 1 Transform 500 ETF 2.2 5 30 6.4 -1.4
SPHQ Invesco S&P 500 Quality ETF 2.2 15 20 6.1 -1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 25 6.8 -1.1
ISMD Inspire Small/Mid Cap Impact ETF 2.2 48 -13 6.6 -1.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.2 78 -43 10.6 +2.8
EGIS 2nd Vote Society Defended ETF 2.2 75 -40 7.4 -0.4
CWS AdvisorShares Focused Equity ETF 2.2 66 -31 5.6 -2.2
CCOR Core Alternative ETF 2.2 107 -72 5.5 -2.3
ACWV iShares MSCI Global Min Vol Factor ETF 2.2 20 15 6.9 -0.9
ESGU iShares MSCI USA ESG Optimized ETF 2.2 15 20 6.3 -1.5
RAFE PIMCO RAFI ESG U.S. ETF 2.2 29 6 8.8 +1.0
CGDV Capital Group Dividend Value ETF 2.2 33 2 6.9 -1.0
ETHO Etho Climate Leadership U.S. ETF 2.2 47 -12 4.7 -3.1
EQWL Invesco Russell Top 200 Equal Weight ETF 2.2 25 10 7.4 -0.4
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.2 80 -45 6.0 -1.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.1 39 -4 11.5 +3.7
DUSA Davis Select U.S. Equity ETF 2.1 61 -26 10.6 +2.8
ECOZ TrueMark ESG Active Opportunities ETF 2.1 58 -23 5.3 -2.6
TMFG Motley Fool Global Opportunities ETF 2.1 85 -50 4.6 -3.3
VNSE Natixis Vaughan Nelson Select ETF 2.1 80 -45 4.0 -3.8
HKND Humankind US Stock ETF 2.1 11 24 7.9 +0.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.1 85 -50 4.9 -2.9
WDIV SPDR Global Dividend ETF 2.1 40 -5 9.4 +1.6
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 2.1 35 0 8.2 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 6 6.0 -1.9
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 18 7.1 -0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.0 15 20 7.1 -0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 6.4 -1.5
FYT First Trust Small Cap Value AlphaDEX Fund 2.0 71 -36 12.7 +4.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.0 15 20 7.0 -0.8
PSC Principal U.S. Small Cap Index ETF 2.0 38 -3 7.7 -0.2
IWX iShares Russell Top 200 Value ETF 2.0 20 15 7.5 -0.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 22 6.7 -1.1
SUBS Fount Subscription Economy ETF 2.0 70 -35 5.6 -2.2
MGMT Ballast Small/Mid Cap ETF 2.0 110 -75 7.8 -0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -35 2.4 -5.4
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.0 15 20 8.1 +0.3
SXQG 6 Meridian Quality Growth ETF 2.0 100 -65 5.7 -2.1
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 20 8.0 +0.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -60 2.6 -5.3
ZIG The Acquirers Fund 2.0 89 -54 17.7 +9.9
GCIG Genuine Investors ETF 2.0 100 -65 7.3 -0.5
NTZG Nuveen Global Net Zero Transition ETF 2.0 55 -20 5.7 -2.1
VSLU Applied Finance Valuation Large Cap ETF 2.0 49 -14 7.7 -0.1
ACVF American Conservative Values ETF 1.9 75 -40 5.6 -2.3
FQAL Fidelity Quality Factor ETF 1.9 29 6 7.5 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 26 6.4 -1.4
SFY SoFi Select 500 ETF 1.9 0 35 6.5 -1.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.9 25 10 8.2 +0.4
MGC Vanguard Mega Cap Index Fund 1.9 7 28 6.3 -1.5
IUSA Amberwave Invest USA JSG Fund 1.8 67 -32 6.6 -1.2
BFOR Barron's 400 ETF 1.8 65 -30 8.9 +1.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.8 65 -30 9.9 +2.0
FPX First Trust US IPO Index Fund 1.8 57 -22 1.8 -6.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 29 1.4 -6.4
TOK iShares MSCI Kokusai ETF 1.8 25 10 6.5 -1.3
ESIX SPDR S&P SmallCap 600 ESG ETF 1.8 12 23 8.3 +0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 26 6.8 -1.1
CVAR Cultivar ETF 1.8 87 -52 8.3 +0.5
VALQ American Century STOXX U.S. Quality Value ETF 1.8 29 6 10.3 +2.5
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 35 6.4 -1.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 5 9.3 +1.5
URTH iShares MSCI World ETF 1.7 24 11 6.6 -1.2
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 1.7 55 -20 6.8 -1.0
IWL iShares Russell Top 200 ETF 1.7 15 20 6.3 -1.5
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.6 17 18 6.6 -1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.6 20 15 6.9 -0.9
ITAN Sparkline Intangible Value ETF 1.6 50 -15 7.9 +0.1
XJR iShares ESG Screened S&P Small-Cap ETF 1.6 12 23 7.5 -0.4
VDNI V-Shares US Leadership Diversity ETF 1.6 29 6 6.8 -1.0
TMFX Motley Fool Next Index ETF 1.6 50 -15 3.9 -3.9
IJS iShares S&P Small-cap 600 Value ETF 1.6 18 17 7.8 +0.0
ACWI iShares MSCI ACWI ETF 1.6 32 3 6.7 -1.1
LVHD Legg Mason Low Volatility High Dividend ETF 1.5 27 8 8.0 +0.2
SLYV SPDR S&P 600 Small Cap Value ETF 1.5 15 20 7.9 +0.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.5 15 20 7.8 -0.0
DURA VanEck Morningstar Durable Dividend ETF 1.5 29 6 8.4 +0.6
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 1.5 75 -40 7.7 -0.1
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 -4 8.0 +0.2
VT Vanguard Total World Stock ETF 1.5 7 28 6.8 -1.0
FPXI First Trust International Equity Opportunities ETF 1.5 70 -35 0.8 -7.0
ROSC Hartford Multifactor Small Cap ETF 1.5 34 1 10.9 +3.1
DGT SPDR Global Dow ETF 1.5 50 -15 7.8 -0.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -4 9.2 +1.4
SIXA 6 Meridian Mega Cap Equity ETF 1.5 82 -47 7.6 -0.2
IJR iShares Core S&P Small Cap ETF 1.4 6 29 7.8 -0.0
SLY SPDR S&P 600 Small Cap ETF 1.4 15 20 7.7 -0.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.4 5 30 7.8 -0.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.4 10 25 7.7 -0.1
PAWZ ProShares Pet Care ETF 1.4 50 -15 3.9 -3.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 16 7.4 -0.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -26 8.8 +1.0
ERSX ERShares NextGen Entrepreneurs ETF 1.4 75 -40 6.9 -1.0
IWO iShares Russell 2000 Growth ETF 1.4 23 12 2.1 -5.7
ILCG iShares Morningstar Growth ETF 1.4 4 31 5.2 -2.6
IWM iShares Russell 2000 ETF 1.4 19 16 4.1 -3.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.4 15 20 8.0 +0.1
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 1.4 87 -52 7.2 -0.6
CSML IQ Chaikin U.S. Small Cap ETF 1.4 35 0 5.9 -1.9
IWN iShares Russell 2000 Value ETF 1.4 23 12 6.1 -1.8
VTWG Vanguard Russell 2000 Growth Index Fund 1.4 15 20 2.0 -5.8
VTWO Vanguard Russell 2000 Index Fund 1.3 10 25 4.1 -3.7
VTWV Vanguard Russell 2000 Value Index Fund 1.3 15 20 6.1 -1.7
IWY iShares Russell Top 200 Growth ETF 1.3 20 15 6.1 -1.7
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 17 7.8 -0.0
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 20 7.8 +0.0
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 10 5.2 -2.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 15 20 7.8 -0.0
SSLY Syntax Stratified SmallCap ETF 1.3 35 0 7.5 -0.3
PSET Principal Price Setters Index ETF 1.3 15 20 6.8 -1.0
LOPX Direxion Low Priced Stock ETF 1.3 50 -15 0.0 -7.8
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.3 19 16 8.2 +0.4
BLES Inspire Global Hope Large Cap ETF 1.3 49 -14 6.6 -1.2
EES WisdomTree SmallCap Earnings Fund 1.3 38 -3 10.6 +2.8
IUSS Invesco Strategic US Small Company ETF 1.3 23 12 6.8 -1.0
IWF iShares Russell 1000 Growth ETF 1.3 18 17 5.9 -2.0
VONG Vanguard Russell 1000 Growth Index Fund 1.2 8 27 5.9 -1.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.2 20 15 7.3 -0.6
SMDV ProShares Russell 2000 Dividend Growers ETF 1.2 41 -6 6.3 -1.5
PID Invesco International Dividend Achievers ETF 1.2 56 -21 8.6 +0.7
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 1.2 39 -4 6.6 -1.3
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.2 25 10 6.7 -1.1
WLDR Affinity World Leaders Equity ETF 1.2 67 -32 9.3 +1.5
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -40 8.0 +0.2
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 -25 3.5 -4.3
SPHB Invesco S&P 500 High Beta ETF 1.1 25 10 3.8 -4.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.1 28 7 7.2 -0.6
NUDV Nuveen ESG Dividend ETF 1.1 25 10 7.6 -0.3
FDRR Fidelity Dividend ETF for Rising Rates 1.1 29 6 8.1 +0.3
RYLD Global X Russell 2000 Covered Call ETF 1.1 60 -25 3.7 -4.2
DIVZ TrueShares Low Volatility Equity Income ETF 1.0 65 -30 10.3 +2.5
ROCI ROC ETF 1.0 49 -14 5.3 -2.5
DEW WisdomTree Global High Dividend Fund 1.0 58 -23 9.8 +2.0
TMFS Motley Fool Small Cap Growth ETF 1.0 85 -50 3.4 -4.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.0 30 5 6.3 -1.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.0 59 -24 4.4 -3.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -14 6.3 -1.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 0 8.5 +0.7
VBK Vanguard Small-Cap Growth Index Fund 0.9 7 28 1.5 -6.4
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 12 4.9 -2.9
IOO iShares Global 100 ETF 0.9 40 -5 6.8 -1.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 6 7.6 -0.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.9 70 -35 1.9 -5.9
UVDV UVA Dividend Value ETF 0.9 80 -45 7.4 -0.4
RFFC RiverFront Dynamic US Flex-Cap ETF 0.9 52 -17 6.3 -1.5
IUSG iShares Core S&P US Growth ETF 0.9 4 31 6.5 -1.4
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.8 40 -5 7.4 -0.4
SVAL iShares US Small Cap Value Factor ETF 0.8 20 15 10.6 +2.8
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.8 60 -25 6.0 -1.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 0 9.2 +1.4
TTAC TrimTabs US Free Cash Flow Quality ETF 0.8 59 -24 7.1 -0.7
GSPY Gotham Enhanced 500 ETF 0.8 50 -15 7.0 -0.8
VOOG Vanguard S&P 500 Growth ETF 0.8 10 25 6.4 -1.4
IVW iShares S&P 500 Growth ETF 0.8 18 17 6.3 -1.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 31 6.4 -1.4
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.8 35 0 8.8 +1.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 26 4.8 -3.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 -25 4.5 -3.4
QGRO American Century STOXX U.S. Quality Growth ETF 0.8 29 6 5.7 -2.1
DUHP Dimensional US High Profitability ETF 0.7 22 13 8.2 +0.4
MMLG First Trust Multi-Manager Large Growth ETF 0.7 85 -50 3.3 -4.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.7 21 14 4.7 -3.1
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -17 8.8 +0.9
VIDI Vident International Equity Fund 0.6 61 -26 12.5 +4.7
STLG iShares Factors US Growth Style ETF 0.6 25 10 8.5 +0.7
BTHM BlackRock Future U.S. Themes ETF 0.6 60 -25 6.5 -1.3
BIBL Inspire ETF 0.6 35 0 5.6 -2.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -25 5.4 -2.4
VOT Vanguard Mid-Cap Growth Index Fund 0.5 7 28 4.8 -3.0
CACG ClearBridge All Cap Growth ETF 0.5 53 -18 4.6 -3.2
IETC iShares Evolved U.S. Technology ETF 0.5 18 17 6.1 -1.7
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.5 38 -3 9.6 +1.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 -3 9.2 +1.4
RNSC Small Cap US Equity Select ETF 0.4 60 -25 8.9 +1.1
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.4 36 -1 8.8 +1.0
OEF iShares S&P 100 ETF 0.4 20 15 6.3 -1.5
MGK Vanguard Mega Cap Growth ETF 0.4 7 28 5.8 -2.0
QUAL iShares MSCI Usa Quality Factor ETF 0.4 15 20 7.6 -0.2
VUG Vanguard Growth Index Fund 0.4 4 31 5.6 -2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 -4 4.9 -2.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.4 42 -7 6.7 -1.1
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 -25 -0.0 -7.8
IYG iShares US Financial Services ETF 0.3 39 -4 8.0 +0.2
SQEW LeaderShares Equity Skew ETF 0.3 75 -40 5.6 -2.2
TMFC Motley Fool 100 Index ETF 0.2 50 -15 5.4 -2.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 5 10.8 +3.0
KOMP SPDR Kensho New Economies Composite ETF 0.2 20 15 0.8 -7.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 40 -5 5.0 -2.9
HDV iShares Core High Dividend ETF 0.1 8 27 8.4 +0.6

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 7.6 %
Divided by: Fwd. P/BV 0.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 7.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.66 CATEGORY
AVERAGE		 1.49
 
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.