State Street SPDR S&P Insurance ETF
ALTAR
Score™		 7.0% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 12.5x P/Sales
ratio		 1.2x
P/BV
ratio		 1.6x Div.
yield		 1.8%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Nov 08, 2005
Assets (mns) $653
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 53
Wgt avg mkt cap (mns) $23,130
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
LEMONADE INC 2.9 %
BRIGHTHOUSE FINANCIAL, INC. 2.5 %
MERCURY GENERAL CORP 2.2 %
OLD REPUBLIC INTL CORP 2.1 %
WHITE MOUNTAINS INSURANCE GP 2.1 %
RYAN SPECIALTY HOLDINGS, INC. CLAS 2.1 %
LOEWS CORP 2.1 %
ASSURED GUARANTY LTD 2.0 %
CINCINNATI FINANCIAL CORP 2.0 %
RENAISSANCERE HOLDINGS LTD 2.0 %
Total 22.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.6 %
BERMUDA 9.6 %
SWITZERLAND 2.0 %
BRITAIN 1.8 %
IRELAND 1.8 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
7.0% -1.9% 15.0% 11.5% 8.2%

Market Correlations
versus... Beta R-squared
S&P500 0.64 39%
MSCI EAFE 0.76 40%
MSCI Emg. Mkts. 0.49 19%

Technical Indicators
Recent close $59.10
30d moving avg. $57.92
Annualized volatility 16.7%
Short interest (ETF) 37.6%
Short interest (Underlying) 2.3%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 2,405
Turnover 21.8%
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
(%)
IAK iShares U.S. Insurance ETF 48.7 40 -5 7.3 +0.3
KBWP Invesco KBW Property & Casualty Insurance ETF 35.7 35 0 7.1 +0.1
FXO First Trust Financials AlphaDEX Fund 31.0 62 -27 8.3 +1.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 29.9 40 -5 6.9 -0.1
IYF iShares U.S. Financials ETF 18.5 40 -5 6.0 -1.0
FNCL Fidelity MSCI Financials Index ETF 15.5 8 27 6.7 -0.3
FTDS First Trust Dividend Strength ETF 14.8 70 -35 8.6 +1.6
VFH Vanguard Financials ETF 14.5 9 26 6.7 -0.3
XLF The Financial Select Sector SPDR Fund 13.4 8 27 6.0 -1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 13.1 39 -4 9.6 +2.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.0 40 -5 7.6 +0.5
WTV WisdomTree US Value Fund of Benef Interest 12.8 12 23 9.0 +2.0
LYLD Cambria Large Cap Shareholder Yield ETF 12.6 59 -24 9.8 +2.8
AVIE Avantis  Inflation Focused Equity ETF 12.5 25 10 7.1 +0.1
USCF Themes US Cash Flow Champions ETF 12.4 29 6 8.7 +1.7
CZA Invesco Zacks Mid-Cap ETF 12.1 72 -37 7.4 +0.4
RDVY First Trust Rising Dividend Achievers ETF 12.0 50 -15 6.3 -0.7
SMCF Themes US Small Cap Cash Flow Champions ETF 12.0 29 6 11.7 +4.7
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 -4 7.5 +0.5
RNMC First Trust Mid Cap US Equity Select ETF 11.6 60 -25 7.0 -0.0
LGCF Themes US Cash Flow Champions ETF 11.5 30 5 8.2 +1.2
JOET Virtus Terranova US Quality Momentum ETF 10.8 29 6 4.9 -2.1
AVMV Avantis U.S. Mid Cap Value ETF 10.2 20 15 8.9 +1.9
GVLU Gotham 1000 Value ETF 10.2 50 -15 8.8 +1.8
FSCS First Trust SMID Capital Strength ETF 10.2 60 -25 7.2 +0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 10.0 80 -45 6.3 -0.7
VSDA VictoryShares Dividend Accelerator ETF 9.8 35 0 7.4 +0.4
RNSC Furst Trust Small Cap US Equity Select ETF 9.5 60 -25 5.2 -1.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 9.4 12 23 6.1 -0.9
SPGP Invesco S&P 500 GARP ETF 9.1 34 1 6.8 -0.2
DFNL Davis Select Financial ETF 8.8 63 -28 7.4 +0.4
AVLV Avantis U.S. Large Cap Value ETF 8.8 15 20 7.8 +0.8
SHRY First Trust Bloomberg Shareholder Yield ETF 8.7 60 -25 10.7 +3.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.7 60 -25 7.1 +0.1
PWV Invesco Large Cap Value ETF 8.6 55 -20 7.5 +0.5
PY Principal Value ETF 8.5 15 20 7.3 +0.3
XMLV Invesco S&P MidCap Low Volatility ETF 8.4 25 10 7.3 +0.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 8.4 55 -20 10.4 +3.4
SPMV Invesco S&P 500 Minimum Variance ETF 8.3 10 25 5.6 -1.4
USMV iShares MSCI USA Min Vol Factor ETF 8.3 15 20 5.8 -1.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.2 20 15 6.1 -0.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 8.2 20 15 8.2 +1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.1 25 10 5.6 -1.4
VOE Vanguard Mid-Cap Value ETF 8.1 7 28 7.8 +0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.1 80 -45 8.2 +1.2
IMCV iShares Morningstar Mid-Cap Value ETF 8.0 6 29 8.2 +1.2
RPV Invesco S&P 500 Pure Value ETF 7.9 35 0 10.2 +3.2
SYLD Cambria Shareholder Yield ETF 7.7 59 -24 12.5 +5.5
FTA First Trust Large Cap Value AlphaDEX Fund 7.7 59 -24 8.9 +1.9
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 22 10.1 +3.1
DEUS Xtrackers Russell US Multifactor ETF 7.6 17 18 6.9 -0.1
MBOX Freedom Day Dividend ETF 7.5 39 -4 7.8 +0.8
NUDV Nuveen ESG Dividend ETF 7.5 26 9 7.6 +0.6
VAMO Cambria Value & Momentum ETF 7.5 61 -26 6.4 -0.6
PKW Invesco Buyback Achievers ETF 7.5 62 -27 8.1 +1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 7.5 50 -15 5.8 -1.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.7 +0.7
KAT Scharf ETF 7.4 87 -52 6.0 -1.0
IXG iShares Global Financials ETF 7.4 42 -7 6.6 -0.4
RFV Invesco S&P Midcap 400 Pure Value ETF 7.3 35 0 13.0 +6.0
PRXV Praxis Impact Large Cap Value ETF 7.3 36 -1 6.7 -0.3
DVY iShares Select Dividend ETF 7.3 38 -3 9.2 +2.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.3 15 20 6.6 -0.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.2 35 0 6.3 -0.8
SPLV Invesco S&P 500 Low Volatility ETF 7.2 25 10 5.6 -1.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.1 29 6 7.5 +0.4
FVD First Trust Value Line Dividend Index Fund 7.1 65 -30 6.3 -0.7
LEAD Siren DIVCON Leaders Dividend ETF 7.1 43 -8 4.3 -2.7
CVY Invesco Zacks Multi-Asset Income ETF 6.9 106 -71 11.8 +4.8
DON WisdomTree U.S. MidCap Dividend Fund 6.9 38 -3 9.2 +2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 6.8 70 -35 10.8 +3.8
USMF WisdomTree U.S. Multifactor Fund 6.7 28 7 7.4 +0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.7 15 20 9.0 +2.0
VFMF Vanguard U.S. Multifactor ETF 6.7 18 17 7.7 +0.7
BGDV Bahl & Gaynor Dividend ETF 6.7 45 -10 4.7 -2.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.6 30 5 8.2 +1.2
RUNN Running Oak Efficient Growth ETF 6.6 58 -23 5.2 -1.8
AVMC Avantis U.S. Mid Cap Equity ETF 6.5 18 17 6.9 -0.1
TPHD Timothy Plan High Dividend Stock ETF 6.5 52 -17 7.3 +0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.5 54 -19 7.3 +0.3
BRIF FIS Bright Portfolios Focused Equity ETF 6.5 65 -30 4.7 -2.3
QUVU Hartford Quality Value ETF 6.4 46 -11 7.5 +0.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.4 40 -5 6.0 -1.0
CFA VictoryShares US 500 Volatility Wtd ETF 6.4 35 0 6.1 -0.9
PSCF Invesco S&P SmallCap Financials ETF 6.3 29 6 9.8 +2.8
FAB First Trust Multi Cap Value AlphaDEX Fund 6.2 67 -32 10.0 +3.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.2 70 -35 5.0 -2.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.1 52 -17 5.7 -1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.1 58 -23 5.7 -1.3
ZECP Zacks Earnings Consistent Portfolio ETF 6.1 55 -20 4.8 -2.3
TMDV ProShares Russell US Dividend Growers ETF 6.0 35 0 7.0 -0.0
VFVA Vanguard U.S. Value Factor ETF 5.9 13 22 10.6 +3.6
XOEF iShares S&P 500 ex S&P 100 ETF 5.9 20 15 5.7 -1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.8 18 17 5.9 -1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 5.8 18 17 8.7 +1.7
DFLV Dimensional US Large Cap Value ETF 5.7 22 13 7.6 +0.6
GKAT Scharf Global Opportunity ETF 5.7 57 -22 6.1 -0.9
EQRR ProShares Equities for Rising Rates ETF 5.7 35 0 7.9 +0.9
XMHQ Invesco S&P MidCap Quality ETF 5.7 25 10 6.9 -0.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 5.6 36 -1 10.7 +3.7
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 12 5.9 -1.1
NULV Nuveen ESG Large-Cap Value ETF 5.6 26 9 6.3 -0.7
GLRY Inspire Faithward Mid Cap Momentum ETF 5.6 80 -45 6.2 -0.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.6 15 20 8.7 +1.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.6 60 -25 6.5 -0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.6 30 5 4.4 -2.6
FLRG Fidelity U.S. Multifactor ETF 5.6 15 20 6.9 -0.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.5 10 25 8.8 +1.8
RWK Invesco S&P MidCap 400 Revenue ETF 5.4 39 -4 9.7 +2.7
BGIG Bahl & Gaynor Income Growth ETF 5.4 45 -10 5.2 -1.8
YOKE Yoke Core ETF 5.3 42 -7 5.1 -2.0
JQUA JPMorgan U.S. Quality Factor ETF 5.3 12 23 5.9 -1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.2 35 0 6.1 -0.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.2 15 20 6.1 -0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 10 5.9 -1.1
SDY State Street SPDR S&P Dividend ETF 5.2 35 0 6.8 -0.2
ACWV iShares MSCI Global Min Vol Factor ETF 5.2 20 15 6.0 -1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.2 50 -15 8.8 +1.8
IMCB iShares Morningstar Mid-Cap ETF 5.2 4 31 6.3 -0.7
VO Vanguard Mid-Cap ETF 5.2 4 31 6.0 -1.0
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 22 3.1 -3.9
ROUS Hartford Multifactor US Equity ETF 5.1 19 16 7.0 -0.0
IWS iShares Russell Mid-Cap Value ETF 5.1 23 12 7.2 +0.2
AVSU Avantis Responsible U.S. Equity ETF 5.1 15 20 5.8 -1.2
FSGS First Trust SMID Growth Strength ETF 5.1 60 -25 5.2 -1.8
EZM WisdomTree U.S. MidCap Fund 5.1 38 -3 8.7 +1.7
STXV Strive 1000 Value ETF 5.0 18 17 8.2 +1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.0 15 20 8.0 +1.0
QLV FlexShares US Quality Low Volatility Index Fund 5.0 22 13 5.7 -1.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.0 55 -20 4.4 -2.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.9 25 10 7.8 +0.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.9 20 15 6.8 -0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 15 6.6 -0.4
JHMM John Hancock Multifactor Mid Cap ETF 4.9 42 -7 6.3 -0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 4.8 12 23 7.2 +0.2
ROE Astoria US Quality Kings ETF 4.8 49 -14 6.9 -0.1
FLV American Century Focused Large Cap Value ETF 4.8 42 -7 6.8 -0.2
OSCV Opus Small Cap Value ETF 4.8 79 -44 7.2 +0.2
CHGX AXS Change Finance ESG ETF 4.8 49 -14 5.3 -1.7
FSMD Fidelity Small-Mid Multifactor ETF 4.8 15 20 6.9 -0.1
FUNL CornerCap Fundametrics Large-Cap ETF 4.8 50 -15 7.2 +0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.7 24 11 8.2 +1.2
RGEF Rockefeller Global Equity ETF 4.7 55 -20 4.5 -2.5
RAYD Rayliant Quantitative Developed Market Equity ETF 4.7 80 -45 4.4 -2.6
FDLO Fidelity Low Volatility Factor ETF 4.7 15 20 5.4 -1.6
AFMC First Trust Active Factor Mid Cap ETF 4.6 65 -30 8.3 +1.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.6 60 -25 10.3 +3.3
FEX First Trust Large Cap Core AlphaDEX Fund 4.6 59 -24 5.9 -1.1
LOWV AB US Low Volatility Equity ETF 4.6 48 -13 5.3 -1.7
AFLG First Trust Active Factor Large Cap ETF 4.6 55 -20 6.3 -0.7
SIZE iShares MSCI USA Size Factor ETF 4.5 15 20 6.1 -0.9
EUSA iShares MSCI USA Equal Weighted ETF 4.5 9 26 6.3 -0.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 6.1 -0.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 7.3 +0.3
DFAT Dimensional U.S. Targeted Value ETF 4.4 28 7 9.9 +2.9
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 15 6.8 -0.2
GOP Unusual Whales Subversive Republican Trading ETF 4.3 50 -15 5.4 -1.6
EVUS iShares ESG Aware MSCI USA Value ETF 4.3 18 17 6.5 -0.5
EBI Longview Advantage ETF 4.3 35 0 6.6 -0.4
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 0 6.9 -0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 6.0 -1.0
VBR Vanguard Small Cap Value ETF 4.3 7 28 9.1 +2.1
MDY SPDR S&P Midcap 400 ETF Trust 4.3 24 11 7.1 +0.1
IJH iShares Core S&P Mid-Cap ETF 4.3 5 30 7.3 +0.3
VTV Vanguard Value ETF 4.2 4 31 6.9 -0.2
DFUV Dimensional US Marketwide Value ETF 4.2 22 13 7.5 +0.4
DFSU Dimensional US Sustainability Core 1 ETF 4.2 18 17 5.3 -1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.2 -0.8
FDLS Inspire Fidelis Multi Factor ETF 4.2 76 -41 4.6 -2.4
AVUS Avantis U.S. Equity ETF 4.2 15 20 5.7 -1.3
GDIV Harbor Dividend Growth Leaders ETF 4.1 50 -15 5.2 -1.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.1 15 20 5.7 -1.3
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.4 -0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.1 35 0 7.8 +0.8
IWR iShares Russell Midcap ETF 4.1 19 16 6.3 -0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 4.1 7 28 7.3 +0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.1 38 -3 7.8 +0.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.1 3 32 7.3 +0.3
SCHM Schwab U.S. Mid-Cap ETF 4.1 4 31 7.1 +0.1
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 6.9 -0.2
USXF iShares ESG Advanced MSCI USA ETF 4.1 10 25 4.8 -2.2
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 6.8 -0.3
ABEQ Absolute Select Value ETF 4.0 85 -50 4.7 -2.3
DIVN Horizon Dividend Income ETF 4.0 70 -35 7.8 +0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 4.0 12 23 6.5 -0.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.0 65 -30 6.4 -0.6
HOMZ Hoya Capital Housing ETF 4.0 30 5 9.5 +2.5
LST Leuthold Select Industries ETF 4.0 91 -56 5.4 -1.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.0 7 28 5.8 -1.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 4.0 35 0 5.8 -1.2
EQIN Columbia US Equity Income ETF 4.0 35 0 6.8 -0.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.0 30 5 7.1 +0.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.9 29 6 6.5 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 3.9 60 -25 7.0 -0.0
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 -25 5.7 -1.3
SMAP Amplify Small-Mid Cap Equity ETF 3.8 60 -25 5.6 -1.4
DFVX Dimensional US Large Cap Vector ETF 3.8 22 13 6.3 -0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 17 7.8 +0.8
AUSF Global X Adaptive U.S. Factor ETF 3.8 27 8 9.1 +2.1
STXM Strive Mid-Cap ETF 3.8 18 17 6.5 -0.5
VIG Vanguard Dividend Appreciation ETF 3.8 5 30 5.5 -1.5
VEGN US Vegan Climate ETF 3.8 60 -25 4.5 -2.5
DEMZ Democratic Large Cap Core ETF 3.8 45 -10 4.4 -2.6
BEEX BeeHive ETF 3.8 84 -49 4.3 -2.7
FDWM Fidelity Women's Leadership ETF 3.7 59 -24 4.9 -2.2
SFYX SoFi Next 500 ETF 3.7 0 35 6.0 -1.0
NUSC Nuveen ESG Small-Cap ETF 3.7 31 4 5.2 -1.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.7 35 0 7.0 +0.0
SMRI Bushido Capital US Equity ETF 3.7 71 -36 10.0 +3.0
VYM Vanguard High Dividend Yield Index ETF 3.7 6 29 7.0 +0.0
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.9 -1.1
PFM Invesco Dividend Achievers ETF 3.7 53 -18 5.3 -1.7
JMOM JPMorgan U.S. Momentum Factor ETF 3.7 12 23 4.6 -2.4
FTCS First Trust Capital Strength ETF 3.7 55 -20 5.9 -1.1
GRPM Invesco S&P MidCap 400 GARP ETF 3.7 35 0 7.9 +0.9
RJMG FT Raymond James Multicap Growth Equity ETF 3.7 85 -50 3.0 -4.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.7 48 -13 6.2 -0.8
JHML John Hancock Multifactor Large Cap ETF 3.6 29 6 5.3 -1.7
JHDV John Hancock U.S. High Dividend ETF 3.6 34 1 6.8 -0.2
JEPI JPMorgan Equity Premium Income ETF 3.6 35 0 5.8 -1.3
FVAL Fidelity Value Factor ETF 3.6 15 20 6.8 -0.2
FBCV Fidelity Blue Chip Value ETF 3.6 59 -24 7.3 +0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 -4 8.5 +1.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 0 5.4 -1.6
VONV Vanguard Russell 1000 Value ETF 3.6 7 28 6.5 -0.5
IWD iShares Russell 1000 Value ETF 3.6 19 16 6.4 -0.6
USSE Segall Bryant & Hamill Select Equity ETF 3.6 65 -30 4.3 -2.7
PTL Inspire 500 ETF 3.6 9 26 5.3 -1.7
AVUV Avantis U.S. Small Cap Value ETF 3.6 25 10 9.8 +2.8
FELV Fidelity Enhanced Large Cap Value ETF 3.6 18 17 6.7 -0.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.5 12 23 7.4 +0.3
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 31 6.8 -0.3
DXUV Dimensional US Vector Equity ETF 3.5 28 7 6.1 -0.9
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 6.8 -0.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.5 35 0 7.6 +0.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.5 30 5 10.4 +3.4
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -17 7.1 +0.1
SIXS ETC 6 Meridian Small Cap Equity ETF 3.5 89 -54 9.6 +2.6
MAGA Point Bridge America First ETF 3.4 72 -37 6.3 -0.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.4 49 -14 6.1 -0.9
DIVS SmartETFs Dividend Builder ETF 3.4 65 -30 5.0 -2.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.4 20 15 10.2 +3.2
NULC Nuveen ESG Large-Cap ETF 3.4 21 14 4.7 -2.3
KRMA Global X Conscious Companies ETF 3.4 43 -8 5.9 -1.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.4 35 0 9.9 +2.9
OPTZ Optimize Strategy Index ETF 3.4 50 -15 4.7 -2.3
DGRO iShares Core Dividend Growth ETF 3.4 8 27 6.6 -0.4
CZAR Themes Natural Monopoly ETF 3.3 35 0 5.7 -1.3
PRAY FIS Christian Stock Fund 3.3 69 -34 5.1 -1.9
FLDZ RiverNorth Patriot ETF 3.3 75 -40 6.4 -0.6
EPS WisdomTree U.S. LargeCap Fund 3.3 8 27 5.7 -1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 6.1 -0.9
XSHQ Invesco S&P SmallCap Quality ETF 3.3 29 6 7.8 +0.8
NUMV Nuveen ESG Mid-Cap Value ETF 3.3 31 4 7.0 -0.0
TMFM Motley Fool Mid-Cap Growth ETF 3.2 85 -50 3.1 -3.9
STXK Strive Small-Cap ETF 3.2 18 17 6.0 -1.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 22 5.9 -1.1
ISCV iShares Morningstar Small Cap Value ETF 3.2 6 29 9.3 +2.3
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -7 6.7 -0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.1 65 -30 3.7 -3.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.1 17 18 5.9 -1.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.1 24 11 7.6 +0.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.1 15 20 4.6 -2.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.1 70 -35 5.0 -2.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 3.1 10 25 4.3 -2.7
RNIN Bushido Capital US SMID Cap Equity ETF 3.1 70 -35 12.6 +5.6
MGV Vanguard Mega Cap Value ETF 3.1 7 28 6.5 -0.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.0 38 -3 6.5 -0.5
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 3.5 -3.6
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 18 5.5 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.0 9 26 5.3 -1.7
VB Vanguard Small-Cap ETF 3.0 5 30 6.2 -0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 10 5.5 -1.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.0 35 0 7.4 +0.4
LQPE PEO AlphaQuest Thematic PE ETF 3.0 125 -90 6.8 -0.3
DFAS Dimensional U.S. Small Cap ETF 3.0 26 9 6.6 -0.4
QWLD SPDR MSCI World StrategicFactors ETF 2.9 30 5 5.8 -1.2
ITEQ BlueStar Israel Technology ETF 2.9 75 -40 1.7 -5.3
IWX iShares Russell Top 200 Value ETF 2.9 20 15 6.0 -1.0
SGLC SGI U.S. Large Cap Core ETF 2.9 85 -50 4.1 -2.9
MODL VictoryShares WestEnd U.S. Sector ETF 2.9 42 -7 4.6 -2.4
PRF Invesco FTSE RAFI US 1000 ETF 2.9 39 -4 6.7 -0.3
IJK iShares S&P Mid-Cap 400 Growth ETF 2.9 17 18 6.0 -1.0
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 -7 4.4 -2.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 26 5.5 -1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 2.8 4 31 5.8 -1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 26 4.8 -2.2
REVS Columbia Research Enhanced Value ETF 2.8 19 16 7.8 +0.8
DCOR Dimensional US Core Equity 1 ETF 2.7 14 21 5.4 -1.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.7 25 10 5.2 -1.8
TAX Cambria Tax Aware ETF 2.7 49 -14 6.1 -0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.7 10 25 6.0 -1.0
AIEQ AI Powered Equity ETF 2.7 75 -40 4.9 -2.1
DTD WisdomTree U.S. Total Dividend Fund 2.7 28 7 6.3 -0.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.7 15 20 6.0 -1.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.7 7 28 11.0 +4.0
STXD Strive 1000 Dividend Growth ETF 2.7 35 0 5.0 -2.0
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 4.3 -2.7
QDF FlexShares Quality Dividend Index Fund 2.7 37 -2 6.3 -0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 2.7 15 20 6.0 -1.0
ISCB iShares Morningstar Small-Cap ETF 2.6 4 31 6.2 -0.8
IUSV iShares Core S&P US Value ETF 2.6 4 31 6.4 -0.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 0 3.8 -3.2
LVOL American Century Low Volatility ETF 2.6 29 6 5.1 -1.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.6 39 -4 9.8 +2.8
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 10.3 +3.3
VXF Vanguard Extended Market ETF 2.6 5 30 4.7 -2.3
FNDX Schwab Fundamental US Large Co. Index ETF 2.6 25 10 7.2 +0.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.6 48 -13 9.2 +2.2
SUSA iShares MSCI USA ESG Select ETF 2.6 25 10 4.6 -2.4
ILCV iShares Morningstar Value ETF 2.6 4 31 6.3 -0.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 15 7.1 +0.1
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 0 5.2 -1.8
SCHD Schwab US Dividend Equity ETF 2.5 6 29 10.0 +3.0
HKND Humankind US Stock ETF 2.5 11 24 7.3 +0.3
HDUS Hartford Disciplined US Equity ETF 2.5 19 16 5.7 -1.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.5 52 -17 6.2 -0.8
FNDB Schwab Fundamental US Broad Market Index ETF 2.5 25 10 7.3 +0.3
VOOV Vanguard S&P 500 Value ETF 2.5 7 28 6.2 -0.8
IVE iShares S&P 500 Value ETF 2.5 18 17 6.1 -0.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.5 15 20 4.8 -2.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.5 4 31 6.3 -0.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 20 7.8 +0.7
APUE ActivePassive U.S. Equity ETF 2.4 45 -10 4.7 -2.4
SCHA Schwab U.S. Small-Cap ETF 2.4 4 31 6.3 -0.7
ESGU iShares ESG Aware MSCI USA ETF 2.4 15 20 4.7 -2.3
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -54 5.0 -2.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.4 10 25 4.4 -2.6
IUS Invesco RAFI Strategic US ETF 2.4 19 16 6.7 -0.3
DFAU Dimensional US Core Equity Market ETF 2.4 12 23 5.0 -2.0
SMMD iShares Russell 2500 ETF 2.4 15 20 6.9 -0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -10 10.8 +3.8
DSTL Distillate US Fundamental Stability & Value ETF 2.4 39 -4 8.6 +1.6
DIVB iShares Core Dividend ETF 2.4 5 30 8.3 +1.3
DHS WisdomTree U.S. High Dividend Fund 2.4 38 -3 8.2 +1.2
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 17 5.2 -1.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 5.0 -2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 21 4.9 -2.1
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 7 6.0 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 -40 4.0 -3.0
FFLC Fidelity Fundamental Large Cap Core ETF 2.3 38 -3 4.5 -2.5
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 25 4.9 -2.1
BFOR ALPS Barron's 400 ETF 2.3 65 -30 6.0 -1.0
BIBL Inspire 100 ETF 2.3 35 0 5.2 -1.8
WCEO Hypatia Women CEO ETF 2.3 85 -50 3.1 -3.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.3 12 23 5.1 -1.9
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 26 4.7 -2.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 6 4.7 -2.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 4.9 -2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 29 4.2 -2.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 16 5.5 -1.5
KBWD Invesco KBW High Dividend Yield Financial ETF 2.2 384 -349 13.9 +6.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 15 5.0 -2.0
SPHQ Invesco S&P 500 Quality ETF 2.2 15 20 5.6 -1.4
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 23 7.8 +0.8
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 9.8 +2.8
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 22 6.1 -0.9
ULVM VictoryShares US Value Momentum ETF 2.2 20 15 7.3 +0.3
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 -25 3.9 -3.1
DSI iShares MSCI KLD 400 Social ETF 2.1 25 10 4.9 -2.2
TOPC iShares S&P 500 3% Capped ETF 2.1 15 20 5.1 -1.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 25 4.9 -2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 33 4.9 -2.1
UDI USCF Dividend Income Fund 2.1 65 -30 8.2 +1.2
VLUE iShares MSCI USA Value Factor ETF 2.1 15 20 8.8 +1.8
BKWO BNY Mellon Women's Opportunities ETF 2.1 50 -15 3.8 -3.3
VOTE TCW Transform 500 ETF 2.1 5 30 4.8 -2.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 28 4.8 -2.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 6 4.6 -2.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 29 3.0 -4.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 4.9 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 24 5.0 -2.0
JPEF JPMorgan Equity Focus ETF 2.1 50 -15 4.4 -2.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.1 15 20 9.8 +2.8
STOX Horizon Core Equity ETF 2.0 70 -35 4.1 -2.9
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.2 -0.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 0 9.8 +2.8
SFTY Horizon Managed Risk ETF 2.0 77 -42 4.0 -3.0
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 26 4.6 -2.4
FELC Fidelity Enhanced Large Cap Core ETF 2.0 18 17 5.2 -1.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.0 12 23 8.2 +1.2
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -44 4.0 -3.0
VALQ American Century U.S. Quality Value ETF 2.0 29 6 7.9 +0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.0 7 28 5.1 -1.9
DUSA Davis Select U.S. Equity ETF 2.0 61 -26 7.3 +0.3
DWLD Davis Select Worldwide ETF 2.0 63 -28 7.1 +0.1
THRO iShares U.S. Thematic Rotation Active ETF 2.0 90 -55 4.2 -2.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.0 7 28 7.6 +0.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.0 60 -25 6.2 -0.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -25 4.2 -2.8
EDOW First Trust Dow 30 Equal Weight ETF 2.0 50 -15 5.4 -1.6
DIA SPDR Dow Jones Industrial Average ETF 2.0 16 19 5.5 -1.5
TMFX Motley Fool Next Index ETF 2.0 50 -15 3.3 -3.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 25 9.7 +2.7
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 23 7.6 +0.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.0 56 -21 2.8 -4.2
SQLV Royce Quant Small-Cap Quality Value ETF 2.0 60 -25 9.4 +2.4
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.8 -2.2
DIVY Sound Equity Dividend Income ETF 1.9 45 -10 10.0 +3.0
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 4.9 -2.1
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 6 12.1 +5.1
DFUS Dimensional U.S. Equity ETF 1.9 9 26 4.8 -2.2
AZTD Aztlan Global Stock Selection DM SMID ETF 1.9 75 -40 10.0 +3.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 26 4.7 -2.3
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 6 6.9 -0.1
BLCV iShares Large Cap Value Active ETF 1.9 53 -18 7.5 +0.5
LCF Touchstone US Large Cap Focused ETF 1.9 69 -34 4.2 -2.8
VONE Vanguard Russell 1000 ETF 1.9 7 28 4.9 -2.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 32 5.1 -2.0
VTI Vanguard Total Stock Market ETF 1.9 3 32 4.8 -2.2
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 10 5.2 -1.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.9 8 27 5.0 -2.0
IWB iShares Russell 1000 ETF 1.9 15 20 4.8 -2.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -43 9.0 +2.0
IYY iShares Dow Jones U.S. ETF 1.9 20 15 4.7 -2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 32 4.8 -2.2
FQAL Fidelity Quality Factor ETF 1.9 15 20 5.7 -1.3
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -17 10.3 +3.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 -4 11.7 +4.7
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 -1 9.7 +2.7
ACSI American Customer Satisfaction ETF 1.9 65 -30 5.4 -1.6
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 -23 7.3 +0.3
VTHR Vanguard Russell 3000 ETF 1.9 7 28 4.8 -2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -40 5.6 -1.4
IWV iShares Russell 3000 ETF 1.9 20 15 4.7 -2.3
SCHB Schwab U.S. Broad Market ETF 1.9 3 32 5.0 -2.0
CHRI Global X S&P 500 Christian Values ETF 1.9 29 6 4.6 -2.4
SCHK Schwab 1000 Index ETF 1.9 5 30 5.0 -2.1
RAUS RACWI US ETF 1.9 15 20 4.7 -2.3
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 20 6.8 -0.2
TMAT Main Thematic Innovation ETF 1.8 164 -129 -1.5 -8.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -17 6.3 -0.7
PBUS Invesco MSCI USA ETF 1.8 4 31 4.8 -2.2
SCHX Schwab U.S. Large-Cap ETF 1.8 3 32 4.9 -2.1
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 15 9.0 +2.0
GQI Natixis Gateway Quality Income ETF 1.8 34 1 5.0 -2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 26 4.0 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 25 4.9 -2.1
MVPA Miller Value Partners Appreciation ETF 1.8 60 -25 8.9 +1.9
GXLC Global X U.S. 500 ETF 1.8 2 33 4.8 -2.2
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.1 -2.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.6 -2.4
FPAG FPA Global Equity ETF 1.8 49 -14 5.7 -1.3
PCGG Polen Capital Global Growth ETF 1.8 85 -50 4.2 -2.8
TMFG Motley Fool Global Opportunities ETF 1.8 85 -50 4.1 -2.9
TOLL Tema Durable Quality ETF 1.8 75 -40 5.2 -1.8
ITOL Tema International Durable Quality ETF 1.8 60 -25 5.8 -1.3
CGDV Capital Group Dividend Value ETF 1.8 33 2 4.6 -2.4
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 32 4.8 -2.2
VV Vanguard Large-Cap ETF 1.8 4 31 4.8 -2.2
VOO Vanguard S&P 500 ETF 1.8 3 32 4.9 -2.1
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 4.9 -2.1
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.5 -1.6
IVV iShares Core S&P 500 ETF 1.8 3 32 4.9 -2.1
QUAL iShares MSCI USA Quality Factor ETF 1.8 15 20 5.4 -1.6
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 33 4.9 -2.1
SPY SPDR S&P 500 ETF 1.8 9 26 4.8 -2.2
BLES Inspire Global Hope ETF 1.8 61 -26 6.8 -0.2
IJR iShares Core S&P Small Cap ETF 1.7 6 29 7.6 +0.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.7 60 -25 5.3 -1.8
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -36 -1.6 -8.6
STRV Strive 500 ETF 1.7 5 30 4.8 -2.2
FDFF Fidelity Disruptive Finance ETF 1.7 50 -15 4.6 -2.4
ALIL Argent Focused Small Cap ETF 1.7 74 -39 6.7 -0.3
QGRO American Century U.S. Quality Growth ETF 1.7 29 6 3.8 -3.2
SAMT Strategas Macro Thematic Opportunities ETF 1.7 65 -30 2.5 -4.5
SXQG ETC 6 Meridian Quality Growth ETF 1.7 100 -65 4.9 -2.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.7 29 6 6.9 -0.1
BELT iShares Long-Term U.S. Equity Active ETF 1.7 75 -40 3.3 -3.8
TOGA Tremblant Global ETF 1.7 69 -34 2.3 -4.7
ABIG Argent Large Cap ETF 1.7 49 -14 5.2 -1.8
SPXM Azoria 500 Meritocracy ETF 1.7 47 -12 4.5 -2.5
FTGS First Trust Growth Strength ETF 1.7 60 -25 4.6 -2.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -50 3.7 -3.3
JGRW Jensen Quality Growth ETF 1.7 57 -22 4.7 -2.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.7 49 -14 10.9 +3.9
HEAL Global X HealthTech ETF 1.7 50 -15 -0.6 -7.6
RVER Trenchless Fund ETF 1.7 65 -30 3.0 -4.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 7.7 +0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 25 5.2 -1.8
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -55 9.6 +2.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.7 73 -38 11.7 +4.7
GSPY Gotham Enhanced 500 ETF 1.7 50 -15 5.1 -2.0
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 7.2 +0.2
TOV JLens 500 Jewish Advocacy U.S. ETF 1.7 18 17 4.6 -2.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -60 0.3 -6.8
HLGE Hartford Longevity Economy ETF 1.7 44 -9 6.3 -0.7
FEOE First Eagle Overseas Equity ETF 1.7 79 -44 7.0 -0.0
FEGE First Eagle Global Equity ETF 1.7 79 -44 6.5 -0.5
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -50 3.1 -3.9
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 32 7.7 +0.7
SPIT F/m Emerald Special Situations ETF 1.6 105 -70 -1.0 -8.0
KONG Formidable Fortress ETF 1.6 89 -54 6.3 -0.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 -4 5.8 -1.3
SFY SoFi Select 500 ETF 1.6 0 35 4.4 -2.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 28 7.6 +0.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.6 15 20 4.1 -2.9
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -25 8.5 +1.5
ROSC Hartford Multifactor Small Cap ETF 1.6 34 1 9.0 +2.0
WBIY WBI Power Factor High Dividend ETF 1.6 100 -65 13.8 +6.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -25 6.0 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 26 5.1 -2.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.6 55 -20 5.8 -1.2
ASLV Allspring Special Large Value ETF 1.6 35 0 6.5 -0.5
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 9.0 +2.0
JGLO JPMorgan Global Select Equity ETF 1.6 33 2 5.0 -2.0
JPSV JPMorgan Active Small Cap Value ETF 1.6 74 -39 8.5 +1.5
GGRW Gabelli Growth Innovators ETF 1.6 90 -55 2.5 -4.6
GVIP Goldman Sachs Hedge Industry VIP ETF 1.6 45 -10 3.2 -3.8
IWFG IQ Winslow Focused Large Cap Growth ETF 1.6 65 -30 3.2 -3.9
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -26 5.7 -1.3
ACVF American Conservative Values ETF 1.5 75 -40 4.3 -2.7
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.6 -0.4
FFOX FundX Future Fund Opportunities ETF 1.5 100 -65 4.1 -2.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.5 55 -20 4.3 -2.7
RJDI RJ Eagle GCM Dividend Select Income ETF 1.5 55 -20 5.4 -1.6
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 0 4.7 -2.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.5 60 -25 7.5 +0.4
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 7 5.5 -1.5
ABLS Abacus FCF Small Cap Leaders ETF 1.5 59 -24 5.1 -1.9
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -14 4.6 -2.5
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.5 30 5 4.7 -2.3
RVRB Reverb ETF 1.5 30 5 4.5 -2.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 -1 4.9 -2.1
EES WisdomTree U.S. SmallCap Fund 1.5 38 -3 8.7 +1.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.5 65 -30 0.8 -6.2
PSC Principal U.S. Small-Cap ETF 1.5 38 -3 6.9 -0.1
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.7 -1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 5.6 -1.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.4 59 -24 4.2 -2.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 15 5.6 -1.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -30 8.0 +1.0
ISRA VanEck Israel ETF 1.4 59 -24 6.7 -0.3
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 10 5.2 -1.8
CGGO Capital Group Global Growth Equity ETF 1.4 47 -12 4.2 -2.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.4 20 15 5.1 -1.9
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 20 4.6 -2.4
TOK iShares MSCI Kokusai ETF 1.4 26 9 4.9 -2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 16 6.2 -0.8
IWO iShares Russell 2000 Growth ETF 1.4 24 11 0.8 -6.2
PWB Invesco Large Cap Growth ETF 1.4 56 -21 2.6 -4.4
IWL iShares Russell Top 200 ETF 1.3 15 20 4.5 -2.5
DAK Dakota Active Equity ETF 1.3 43 -8 4.4 -2.6
VTWG Vanguard Russell 2000 Growth ETF 1.3 10 25 1.0 -6.0
CSMD Congress SMid Growth ETF 1.3 69 -34 3.9 -3.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 17 5.5 -1.5
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 5.6 -1.4
DGT State Street SPDR Global Dow ETF 1.3 50 -15 6.5 -0.5
VBK Vanguard Small-Cap Growth ETF 1.3 7 28 1.8 -5.2
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.2 -2.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.8 -0.2
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 -19 11.2 +4.2
URTH iShares MSCI World ETF 1.3 24 11 5.0 -2.1
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -13 4.5 -2.5
VUSE Vident U.S. Equity Strategy ETF 1.3 50 -15 4.3 -2.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.3 15 20 5.6 -1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 25 5.6 -1.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 30 8.0 +1.0
GEW Cambria Global EW ETF 1.3 29 6 0.0 -7.0
FCPI Fidelity Stocks for Inflation ETF 1.2 15 20 7.8 +0.8
IUSG iShares Core S&P U.S. Growth ETF 1.2 4 31 4.2 -2.8
DUHP Dimensional US High Profitability ETF 1.2 21 14 6.4 -0.7
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.6 -1.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 10 8.8 +1.8
VT Vanguard Total World Stock ETF 1.2 6 29 5.7 -1.3
VOOG Vanguard S&P 500 Growth ETF 1.2 7 28 4.1 -2.9
ITAN Sparkline Intangible Value ETF 1.2 50 -15 6.5 -0.5
ACWI iShares MSCI ACWI ETF 1.2 32 3 5.3 -1.7
IWM iShares Russell 2000 ETF 1.2 19 16 4.2 -2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 15 5.5 -1.5
RSSL Global X Russell 2000 ETF 1.2 8 27 4.1 -2.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.2 4 31 4.1 -2.9
IVW iShares S&P 500 Growth ETF 1.2 18 17 4.0 -3.0
VTWO Vanguard Russell 2000 ETF 1.2 7 28 4.3 -2.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 0 9.3 +2.3
MGC Vanguard Mega Cap ETF 1.2 7 28 4.6 -2.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -25 6.6 -0.4
FESM Fidelity Enhanced Small Cap ETF 1.1 28 7 6.8 -0.2
ETHO Etho Climate Leadership U.S. ETF 1.1 47 -12 5.5 -1.5
GURU Global X Guru Index ETF 1.1 75 -40 3.0 -4.0
FINX Global X FinTech ETF 1.1 68 -33 3.1 -3.9
ILCG iShares Morningstar Growth ETF 1.1 4 31 3.8 -3.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.1 49 -14 4.4 -2.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 5 8.3 +1.3
FFND Future Fund Active ETF 1.1 100 -65 3.8 -3.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 4.0 -3.0
FFTY Innovator IBD 50 ETF 1.0 80 -45 -2.6 -9.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 4.3 -2.7
IWN iShares Russell 2000 Value ETF 0.9 24 11 7.6 +0.6
VOT Vanguard Mid-Cap Growth ETF 0.9 7 28 3.5 -3.5
VTWV Vanguard Russell 2000 Value ETF 0.9 10 25 7.7 +0.7
SVAL iShares US Small Cap Value Factor ETF 0.9 20 15 8.9 +1.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 6 8.3 +1.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 5.4 -1.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 -3 10.0 +3.0
FDMO Fidelity Momentum Factor ETF 0.9 15 20 3.6 -3.4
ISMD Inspire Small/Mid Cap ETF 0.9 54 -19 5.5 -1.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 4.7 -2.3
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 -4 4.5 -2.5
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 12 3.4 -3.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 7.3 +0.3
STXG Strive 1000 Growth ETF 0.8 18 17 3.9 -3.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.8 12 23 7.4 +0.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.8 40 -5 4.7 -2.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 -3 9.4 +2.4
CGDG Capital Group Dividend Growers ETF 0.8 47 -12 6.0 -1.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -14 4.7 -2.3
GLOF iShares Global Equity Factor ETF 0.7 20 15 6.6 -0.4
AVUQ Avantis U.S. Quality ETF 0.7 15 20 4.4 -2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 64 -29 1.2 -5.8
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -40 3.6 -3.4
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 8.2 +1.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.9 -3.1
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -27 2.0 -5.0
AKAF The Frontier Economic Fund 0.6 20 15 6.4 -0.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 10.1 +3.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -35 2.2 -4.8
TXS Texas Capital Texas Equity Index ETF 0.6 49 -14 6.0 -1.0
OEI Optimized Equity Income ETF 0.5 75 -40 0.0 -7.0
TMFC Motley Fool 100 Index ETF 0.5 50 -15 3.4 -3.6
VIDI Vident International Equity Strategy ETF 0.5 61 -26 10.3 +3.3
JGRO JPMorgan Active Growth ETF 0.5 44 -9 3.6 -3.4
TTAC FCF US Quality ETF 0.5 59 -24 6.1 -0.9
DURA VanEck Durable High Dividend ETF 0.5 29 6 7.4 +0.4
FDG American Century Focused Dynamic Growth ETF 0.5 45 -10 2.1 -4.9
IOO iShares Global 100 ETF 0.5 41 -6 4.5 -2.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 14 3.7 -3.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -25 -0.9 -7.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 15 2.9 -4.1
VONG Vanguard Russell 1000 Growth ETF 0.4 7 28 4.4 -2.6
TEXN iShares Texas Equity ETF 0.4 20 15 6.2 -0.8
IWF iShares Russell 1000 Growth ETF 0.4 19 16 4.3 -2.7
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -24 2.0 -5.0
IWY iShares Russell Top 200 Growth ETF 0.3 20 15 4.5 -2.5
APIE ActivePassive International Equity ETF 0.3 45 -10 7.1 +0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 5.3 -1.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.3 -0.7
ICAP InfraCap Equity Income Fund ETF 0.2 171 -136 4.7 -2.3
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -24 2.9 -4.1
SPMO Invesco S&P 500 Momentum ETF 0.2 13 22 3.9 -3.1
OEF iShares S&P 100 ETF 0.2 20 15 4.4 -2.6
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 20 3.7 -3.3
HDV iShares Core High Dividend ETF 0.2 8 27 7.1 +0.1
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.7 -3.3
VUG Vanguard Growth ETF 0.1 4 31 4.2 -2.9
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.2 -2.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -12 9.1 +2.1

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

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RESULTS & ESTIMATES

  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 10.5 %
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		 1.76 CATEGORY
AVERAGE		 1.58
 
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.