State Street SPDR S&P Insurance ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 11.5x P/Sales
ratio		 1.2x
P/BV
ratio		 1.6x Div.
yield		 2.0%


  • 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) $436
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
SIRIUSPOINT LTD 2.0 %
OSCAR HEALTH, INC. CLASS A 2.0 %
KEMPER CORP 2.0 %
PALOMAR HOLDINGS, INC. 1.9 %
GENWORTH FINANCIAL INC-CL A 1.9 %
CNO FINANCIAL GROUP INC 1.9 %
UNUM GROUP 1.9 %
METLIFE INC 1.9 %
ERIE INDEMNITY COMPANY-CL A 1.9 %
BRP GROUP INC CLASS A 1.9 %
Total 19.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 83.2 %
BERMUDA 11.2 %
SWITZERLAND 1.9 %
IRELAND 1.8 %
BRITAIN 1.8 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.1% -7.7% 10.4% 11.1% 7.6%

Market Correlations
versus... Beta R-squared
S&P500 0.60 34%
MSCI EAFE 0.62 31%
MSCI Emg. Mkts. 0.35 13%

Technical Indicators
Recent close $57.73
30d moving avg. $55.61
Annualized volatility 16.7%
Short interest (ETF) 37.6%
Short interest (Underlying) 2.3%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 1,194
Turnover 15.8%
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™: 6.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH KIE
Ticker Fund
Name		 Overlap1
vs KIE
(%)		 Expense
ratio
(bp)		 Savings
vs KIE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs KIE
(%)
KBWP Invesco KBW Property & Casualty Insurance ETF 40.7 35 0 7.2 +0.5
FXO First Trust Financials AlphaDEX Fund 38.2 62 -27 8.2 +1.5
RSPF Invesco S&P 500 Equal Weight Financials ETF 29.9 40 -5 6.5 -0.3
IYF iShares U.S. Financials ETF 18.2 40 -5 5.8 -0.9
FTDS First Trust Dividend Strength ETF 16.3 70 -35 7.0 +0.2
VFH Vanguard Financials ETF 14.3 9 26 6.2 -0.5
FNCL Fidelity MSCI Financials Index ETF 13.7 8 27 6.2 -0.6
XLF Financial Select Sector SPDR 13.3 8 27 5.8 -0.9
GVLU Gotham 1000 Value ETF 13.3 50 -15 8.2 +1.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.0 40 -5 6.7 -0.1
XMVM Invesco S&P MidCap Value with Momentum ETF 12.8 39 -4 7.5 +0.8
SMCF Themes US Small Cap Cash Flow Champions ETF 12.8 29 6 9.8 +3.0
LYLD Cambria Large Cap Shareholder Yield ETF 12.5 59 -24 8.4 +1.7
USCF Themes US Cash Flow Champions ETF 12.3 29 6 7.7 +1.0
CZA Invesco Zacks Mid-Cap ETF 12.1 72 -37 5.9 -0.8
LGCF Themes US Cash Flow Champions ETF 11.8 30 5 7.4 +0.7
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 -4 6.5 -0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 11.2 65 -30 4.8 -1.9
AVIE Avantis  Inflation Focused Equity ETF 11.2 25 10 6.1 -0.6
RDVY First Trust Rising Dividend Achievers ETF 11.2 50 -15 5.1 -1.7
SHRY First Trust Bloomberg Shareholder Yield ETF 10.6 60 -25 8.5 +1.7
RNMC First Trust Mid Cap US Equity Select ETF 10.1 60 -25 6.5 -0.2
AVMV Avantis U.S. Mid Cap Value ETF 10.0 20 15 7.3 +0.5
ALTL Pacer Lunt Large Cap Alternator ETF 9.7 60 -25 4.9 -1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.6 70 -35 4.7 -2.0
FSCS First Trust SMID Capital Strength ETF 9.4 60 -25 6.8 +0.1
DFNL Davis Select Financial ETF 9.3 63 -28 7.5 +0.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 9.2 30 5 7.5 +0.8
SPGP Invesco S&P 500 GARP ETF 9.1 34 1 5.7 -1.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.0 75 -40 6.2 -0.5
FTA First Trust Large Cap Value AlphaDEX Fund 8.9 59 -24 7.7 +1.0
PWV Invesco Large Cap Value ETF 8.6 55 -20 6.4 -0.3
MBOX Freedom Day Dividend ETF 8.5 39 -4 6.9 +0.2
XMLV Invesco S&P MidCap Low Volatility ETF 8.4 25 10 6.7 +0.0
FNK First Trust Mid Cap Value AlphaDEX Fund 8.4 70 -35 9.6 +2.9
FVD First Trust Value Line Dividend Index Fund 8.4 65 -30 5.7 -1.0
VSDA VictoryShares Dividend Accelerator ETF 8.4 35 0 6.5 -0.3
SPMV Invesco S&P 500 Minimum Variance ETF 8.3 10 25 5.2 -1.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.2 60 -25 5.7 -1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.1 25 10 4.9 -1.9
DVY iShares Select Dividend ETF 8.0 38 -3 8.2 +1.5
RPV Invesco S&P 500 Pure Value ETF 7.9 35 0 9.1 +2.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.9 20 15 7.4 +0.6
VOE Vanguard Mid-Cap Value ETF 7.8 7 28 6.8 +0.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.8 55 -20 9.1 +2.4
PKW Invesco Buyback Achievers ETF 7.7 62 -27 7.3 +0.6
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 22 8.6 +1.9
AVLV Avantis U.S. Large Cap Value ETF 7.6 15 20 5.9 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 7.6 15 20 5.3 -1.4
WTV WisdomTree US Value Fund of Benef Interest 7.6 12 23 7.9 +1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 7.5 67 -32 8.6 +1.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.4 20 15 5.6 -1.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 7.4 49 -14 5.1 -1.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 7.4 65 -30 5.0 -1.7
RFV Invesco S&P Midcap 400 Pure Value ETF 7.3 35 0 11.4 +4.6
FTCS First Trust Capital Strength ETF 7.2 55 -20 5.6 -1.2
KAT Scharf ETF 7.2 87 -52 6.1 -0.6
SPLV Invesco S&P 500 Low Volatility ETF 7.2 25 10 5.0 -1.7
RUNN Running Oak Efficient Growth ETF 7.2 58 -23 4.7 -2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.1 35 0 5.4 -1.3
GKAT Scharf Global Opportunity ETF 7.1 57 -22 5.8 -0.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 7.1 80 -45 6.7 -0.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.9 29 6 6.6 -0.1
CVY Invesco Zacks Multi-Asset Income ETF 6.9 106 -71 10.1 +3.4
DEUS Xtrackers Russell US Multifactor ETF 6.9 17 18 6.5 -0.3
JOET Virtus Terranova US Quality Momentum ETF 6.9 29 6 3.8 -2.9
PSCF Invesco S&P SmallCap Financials ETF 6.8 29 6 8.4 +1.7
IXG iShares Global Financials ETF 6.7 42 -7 6.3 -0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.7 15 20 6.3 -0.5
PRXV Praxis Impact Large Cap Value ETF 6.7 36 -1 5.7 -1.0
SDY State Street SPDR S&P Dividend ETF 6.6 35 0 6.1 -0.6
TPHD Timothy Plan High Dividend Stock ETF 6.4 52 -17 6.0 -0.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.3 15 20 8.3 +1.6
TMDV ProShares Russell US Dividend Growers ETF 6.3 35 0 6.3 -0.5
FSGS First Trust SMID Growth Strength ETF 6.2 60 -25 4.8 -1.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 6.2 36 -1 8.3 +1.6
AVMC Avantis U.S. Mid Cap Equity ETF 6.1 18 17 6.0 -0.8
VAMO Cambria Value & Momentum ETF 6.1 61 -26 5.2 -1.6
SIXL ETC 6 Meridian Low Beta Equity ETF 6.1 80 -45 5.8 -0.9
IMCV iShares Morningstar Mid-Cap Value ETF 6.1 6 29 7.1 +0.3
SYLD Cambria Shareholder Yield ETF 6.0 59 -24 10.3 +3.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.0 54 -19 5.8 -0.9
XOEF iShares S&P 500 ex S&P 100 ETF 5.9 20 15 4.7 -2.0
PY Principal Value ETF 5.9 15 20 7.1 +0.4
DIVN Horizon Dividend Income ETF 5.9 70 -35 6.6 -0.1
CFA VictoryShares US 500 Volatility Wtd ETF 5.9 35 0 5.3 -1.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 5.9 40 -5 5.3 -1.5
CHGX AXS Change Finance ESG ETF 5.9 49 -14 4.6 -2.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.8 60 -25 6.2 -0.5
LEAD Siren DIVCON Leaders Dividend ETF 5.8 43 -8 3.5 -3.2
XMHQ Invesco S&P MidCap Quality ETF 5.8 25 10 6.0 -0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.8 18 17 5.2 -1.6
BRIF FIS Bright Portfolios Focused Equity ETF 5.7 65 -30 3.6 -3.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.7 60 -25 6.7 -0.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 5.6 12 23 5.5 -1.2
EQRR ProShares Equities for Rising Rates ETF 5.6 35 0 5.9 -0.8
FBCV Fidelity Blue Chip Value ETF 5.6 59 -24 5.9 -0.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.5 60 -25 5.2 -1.6
BGDV Bahl & Gaynor Dividend ETF 5.5 45 -10 3.9 -2.8
ZECP Zacks Earnings Consistent Portfolio ETF 5.5 55 -20 4.1 -2.6
GLRY Inspire Faithward Mid Cap Momentum ETF 5.4 80 -45 3.6 -3.2
RWK Invesco S&P MidCap 400 Revenue ETF 5.4 39 -4 7.9 +1.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.4 52 -17 4.9 -1.9
USMF WisdomTree U.S. Multifactor Fund 5.4 28 7 6.6 -0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.4 65 -30 3.5 -3.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.3 10 25 8.0 +1.3
FDLO Fidelity Low Volatility Factor ETF 5.3 15 20 4.8 -1.9
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.3 15 20 7.9 +1.2
IJJ iShares S&P Mid-Cap 400 Value ETF 5.3 18 17 7.9 +1.1
DFLV Dimensional US Large Cap Value ETF 5.2 22 13 6.3 -0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.2 25 10 7.8 +1.1
DON WisdomTree U.S. MidCap Dividend Fund 5.2 38 -3 8.1 +1.4
QLV FlexShares US Quality Low Volatility Index Fund 5.2 22 13 5.0 -1.7
FEX First Trust Large Cap Core AlphaDEX Fund 5.2 59 -24 5.1 -1.7
RNSC Furst Trust Small Cap US Equity Select ETF 5.1 60 -25 4.5 -2.2
VO Vanguard Mid-Cap ETF 5.1 4 31 21.3 +14.5
FNX First Trust Mid Cap Core AlphaDEX Fund 5.1 60 -25 6.2 -0.5
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 -25 5.1 -1.6
EQIN Columbia US Equity Income ETF 5.0 35 0 6.3 -0.5
STXV Strive 1000 Value ETF 5.0 18 17 7.0 +0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 5.0 80 -45 3.6 -3.1
EBI Longview Advantage ETF 5.0 35 0 6.0 -0.8
ISCV iShares Morningstar Small Cap Value ETF 4.9 6 29 7.8 +1.1
JQUA JPMorgan U.S. Quality Factor ETF 4.9 12 23 5.1 -1.6
DFAT Dimensional U.S. Targeted Value ETF 4.9 28 7 8.6 +1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 15 5.8 -1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.9 58 -23 4.9 -1.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.9 25 10 5.5 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.9 15 20 5.1 -1.6
OSCV Opus Small Cap Value ETF 4.9 79 -44 5.7 -1.0
ROE Astoria US Quality Kings ETF 4.8 49 -14 5.4 -1.3
NUDV Nuveen ESG Dividend ETF 4.8 26 9 6.2 -0.6
JHMM John Hancock Multifactor Mid Cap ETF 4.8 42 -7 5.4 -1.3
VFVA Vanguard U.S. Value Factor ETF 4.8 13 22 9.5 +2.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.8 60 -25 9.8 +3.0
NULV Nuveen ESG Large-Cap Value ETF 4.7 26 9 5.3 -1.5
IMCB iShares Morningstar Mid-Cap ETF 4.7 4 31 5.3 -1.4
VFMF Vanguard U.S. Multifactor ETF 4.7 18 17 6.7 -0.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.6 35 0 6.5 -0.2
EZM WisdomTree U.S. MidCap Fund 4.6 38 -3 8.0 +1.3
FUNL CornerCap Fundametrics Large-Cap ETF 4.6 50 -15 6.2 -0.6
AVSU Avantis Responsible U.S. Equity ETF 4.5 15 20 5.0 -1.7
AVUV Avantis U.S. Small Cap Value ETF 4.5 25 10 7.9 +1.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 4.8 -1.9
IWS iShares Russell Mid-Cap Value ETF 4.5 23 12 6.1 -0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 6.1 -0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.5 30 5 3.8 -2.9
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 15 6.0 -0.8
ROUS Hartford Multifactor US Equity ETF 4.4 19 16 5.5 -1.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.4 15 20 6.8 +0.1
AFLG First Trust Active Factor Large Cap ETF 4.3 55 -20 5.0 -1.7
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 0 6.0 -0.7
FLRG Fidelity U.S. Multifactor ETF 4.3 15 20 5.8 -0.9
ACWV iShares MSCI Global Min Vol Factor ETF 4.3 20 15 5.7 -1.0
FSMD Fidelity Small-Mid Multifactor ETF 4.3 15 20 6.5 -0.2
DSTL Distillate US Fundamental Stability & Value ETF 4.3 39 -4 7.8 +1.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.2 20 15 6.1 -0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 5.3 -1.5
AQEC AQE Core ETF 4.2 49 -14 5.2 -1.5
EUSA iShares MSCI USA Equal Weighted ETF 4.2 9 26 5.6 -1.2
NUMV Nuveen ESG Mid-Cap Value ETF 4.1 31 4 5.7 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 17 4.7 -2.1
VBR Vanguard Small Cap Value ETF 4.1 7 28 7.9 +1.2
GOP Unusual Whales Subversive Republican Trading ETF 4.1 50 -15 4.3 -2.4
XJH iShares ESG Screened S&P Mid-Cap ETF 4.1 12 23 5.9 -0.8
SIZE iShares MSCI USA Size Factor ETF 4.0 15 20 5.5 -1.2
SUSA iShares MSCI USA ESG Select ETF 4.0 25 10 4.1 -2.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 4.0 35 0 7.2 +0.5
EVUS iShares ESG Aware MSCI USA Value ETF 4.0 18 17 5.7 -1.1
QUVU Hartford Quality Value ETF 4.0 46 -11 5.7 -1.1
VUSV Vanguard Wellington U.S. Value Active ETF 3.9 30 5 5.8 -0.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.9 48 -13 5.6 -1.2
AFMC First Trust Active Factor Mid Cap ETF 3.9 65 -30 7.0 +0.3
HOMZ Hoya Capital Housing ETF 3.9 30 5 10.0 +3.3
DFUV Dimensional US Marketwide Value ETF 3.9 22 13 6.3 -0.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.8 7 28 5.3 -1.4
CTEF Castellan Targeted Equity ETF 3.8 45 -10 2.9 -3.8
FMTM MarketDesk Focused U.S. Momentum ETF 3.8 45 -10 4.7 -2.0
SSPY Syntax Stratified LargeCap ETF 3.8 30 5 6.1 -0.6
SPIT F/m Emerald Special Situations ETF 3.8 105 -70 -0.7 -7.4
VTV Vanguard Value ETF 3.8 4 31 6.0 -0.8
PSET Principal Quality ETF 3.8 15 20 4.8 -1.9
SMOX Horizon Small/Mid Cap Core Equity ETF 3.8 75 -40 5.3 -1.5
JEPI JPMorgan Equity Premium Income ETF 3.8 35 0 4.9 -1.8
MDY SPDR S&P Midcap 400 ETF Trust 3.7 23 12 5.9 -0.8
DEMZ Democratic Large Cap Core ETF 3.7 45 -10 3.8 -2.9
DIVS SmartETFs Dividend Builder ETF 3.7 65 -30 4.4 -2.4
USSE Segall Bryant & Hamill Select Equity ETF 3.7 65 -30 3.1 -3.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 0 7.0 +0.3
SGLC SGI U.S. Large Cap Core ETF 3.7 85 -50 3.7 -3.0
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.3 -1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 -3 6.9 +0.2
PFM Invesco Dividend Achievers ETF 3.7 53 -18 4.7 -2.0
IWR iShares Russell Midcap ETF 3.7 19 16 5.4 -1.3
SMAP Amplify Small-Mid Cap Equity ETF 3.7 60 -25 4.4 -2.3
SCHM Schwab U.S. Mid-Cap ETF 3.7 4 31 5.9 -0.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.7 15 20 5.1 -1.7
GRPM Invesco S&P MidCap 400 GARP ETF 3.7 35 0 6.8 +0.1
BEEX BeeHive ETF 3.7 84 -49 3.7 -3.0
ABEQ Absolute Select Value ETF 3.6 85 -50 4.4 -2.4
VIG Vanguard Dividend Appreciation ETF 3.6 5 30 5.0 -1.8
DXUV Dimensional US Vector Equity ETF 3.6 28 7 5.3 -1.5
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 -4 7.5 +0.8
VDIG Vanguard Wellington Dividend Growth Active ETF 3.6 40 -5 4.5 -2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 0 4.4 -2.3
FTGS First Trust Growth Strength ETF 3.6 60 -25 3.6 -3.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.6 3 32 6.1 -0.6
QDIV Global X S&P 500 Quality Dividend ETF 3.6 20 15 7.9 +1.2
IJH iShares Core S&P Mid-Cap ETF 3.6 5 30 6.1 -0.7
STXM Strive Mid-Cap ETF 3.6 18 17 5.8 -1.0
FLV American Century Focused Large Cap Value ETF 3.6 42 -7 6.1 -0.7
SPDV AAM S&P 500 High Dividend Value ETF 3.6 29 6 11.1 +4.4
IVOO Vanguard S&P Mid-Cap 400 ETF 3.6 7 28 6.1 -0.7
AIEQ AI Powered Equity ETF 3.6 75 -40 3.7 -3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 3.6 37 -2 5.4 -1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.5 4 31 5.6 -1.1
LST Leuthold Select Industries ETF 3.5 91 -56 4.9 -1.8
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 5.9 -0.8
AVUS Avantis U.S. Equity ETF 3.5 15 20 4.8 -1.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.5 35 0 6.3 -0.4
FELV Fidelity Enhanced Large Cap Value ETF 3.5 18 17 5.8 -1.0
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 23 5.6 -1.2
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 6.3 -0.5
DIVY Sound Equity Dividend Income ETF 3.5 45 -10 8.2 +1.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.5 30 5 8.9 +2.2
BGIG Bahl & Gaynor Income Growth ETF 3.5 45 -10 4.5 -2.2
USXF iShares ESG Advanced MSCI USA ETF 3.4 10 25 3.9 -2.9
NUSC Nuveen ESG Small-Cap ETF 3.4 31 4 4.9 -1.8
VYM Vanguard High Dividend Yield Index ETF 3.4 6 29 6.1 -0.6
FMDE Fidelity Enhanced Mid Cap ETF 3.4 23 12 5.5 -1.3
DFVX Dimensional US Large Cap Vector ETF 3.4 22 13 5.3 -1.4
JHSC John Hancock Multifactor Small Cap ETF 3.4 42 -7 6.0 -0.8
ETHO Etho Climate Leadership U.S. ETF 3.4 47 -12 4.3 -2.4
ISCB iShares Morningstar Small-Cap ETF 3.4 4 31 5.4 -1.3
DGRO iShares Core Dividend Growth ETF 3.3 8 27 5.6 -1.1
FLDZ RiverNorth Patriot ETF 3.3 75 -40 5.6 -1.2
XSHQ Invesco S&P SmallCap Quality ETF 3.3 29 6 6.8 +0.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.3 38 -3 5.2 -1.5
IUSV iShares Core S&P US Value ETF 3.3 4 31 5.9 -0.9
LOWV AB US Low Volatility Equity ETF 3.3 48 -13 4.3 -2.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.3 24 11 7.1 +0.4
TPSC Timothy Plan US Small Cap Core ETF 3.3 52 -17 6.5 -0.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.2 12 23 6.3 -0.4
KRMA Global X Conscious Companies ETF 3.2 43 -8 5.2 -1.5
VONV Vanguard Russell 1000 Value ETF 3.2 7 28 5.6 -1.1
JHML John Hancock Multifactor Large Cap ETF 3.2 29 6 4.5 -2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 29 3.4 -3.3
IWD iShares Russell 1000 Value ETF 3.2 19 16 5.5 -1.2
VOOV Vanguard S&P 500 Value ETF 3.2 7 28 5.7 -1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.2 17 18 5.0 -1.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.2 4 31 5.7 -1.0
IVE iShares S&P 500 Value ETF 3.2 18 17 5.6 -1.1
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 31 5.8 -1.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.2 50 -15 8.4 +1.7
REVS Columbia Research Enhanced Value ETF 3.1 19 16 6.8 +0.1
MAGA Point Bridge America First ETF 3.1 72 -37 5.2 -1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 10 5.0 -1.8
PRAY FIS Christian Stock Fund 3.0 69 -34 3.9 -2.9
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 2.7 -4.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.0 20 15 8.7 +2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.0 29 6 5.7 -1.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.0 35 0 6.1 -0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.0 15 20 6.4 -0.3
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 -3 3.8 -2.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.9 35 0 5.8 -1.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 18 4.7 -2.0
FYT First Trust Small Cap Value AlphaDEX Fund 2.9 73 -38 9.8 +3.0
BKSE BNY Mellon US Small Cap Core Equity ETF 2.9 4 31 5.3 -1.5
OPTZ Optimize Strategy Index ETF 2.9 50 -15 3.6 -3.1
RGEF Rockefeller Global Equity ETF 2.9 55 -20 3.9 -2.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.9 18 17 6.8 +0.1
PRF Invesco FTSE RAFI US 1000 ETF 2.9 34 1 5.8 -1.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.9 10 25 3.7 -3.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.9 80 -45 5.6 -1.1
SGRT SMART Earnings Growth 30 ETF 2.8 59 -24 2.4 -4.4
FDWM Fidelity Women's Leadership ETF 2.8 59 -24 3.8 -3.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 6.0 -0.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.8 39 -4 7.5 +0.8
PTL Inspire 500 ETF 2.7 9 26 4.4 -2.4
TAX Cambria Tax Aware ETF 2.7 49 -14 4.1 -2.6
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 3.4 -3.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.7 48 -13 7.8 +1.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.7 35 0 6.0 -0.8
MODL VictoryShares WestEnd U.S. Sector ETF 2.6 42 -7 4.1 -2.6
VB Vanguard Small-Cap ETF 2.6 5 30 5.2 -1.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 0 3.0 -3.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.6 9 26 4.8 -1.9
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 8.9 +2.1
DCOR Dimensional US Core Equity 1 ETF 2.6 14 21 4.6 -2.1
IWX iShares Russell Top 200 Value ETF 2.6 20 15 5.2 -1.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.6 5 30 7.6 +0.9
DFAS Dimensional U.S. Small Cap ETF 2.6 26 9 5.6 -1.2
VEGN US Vegan Climate ETF 2.6 60 -25 3.8 -3.0
QWLD SPDR MSCI World StrategicFactors ETF 2.6 30 5 5.2 -1.6
APUE ActivePassive U.S. Equity ETF 2.6 45 -10 4.0 -2.8
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 15 6.1 -0.7
STXK Strive Small-Cap ETF 2.6 18 17 5.2 -1.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 10 4.2 -2.6
EPS WisdomTree U.S. LargeCap Fund 2.5 8 27 4.8 -1.9
VFQY Vanguard U.S. Quality Factor ETF 2.5 13 22 5.6 -1.1
QDF FlexShares Quality Dividend Index Fund 2.5 37 -2 5.4 -1.3
BLCV iShares Large Cap Value Active ETF 2.5 53 -18 6.4 -0.3
SIXS ETC 6 Meridian Small Cap Equity ETF 2.5 89 -54 7.8 +1.1
WCEO Hypatia Women CEO ETF 2.5 85 -50 4.7 -2.0
STXD Strive 1000 Dividend Growth ETF 2.4 35 0 4.4 -2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.4 10 25 3.7 -3.0
FNDX Schwab Fundamental US Large Co. Index ETF 2.4 25 10 6.4 -0.4
MGV Vanguard Mega Cap Value ETF 2.4 7 28 5.6 -1.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.4 9 26 4.4 -2.4
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -10 9.1 +2.3
IUS Invesco RAFI Strategic US ETF 2.4 19 16 5.8 -1.0
VXF Vanguard Extended Market ETF 2.4 5 30 3.8 -2.9
KBWD Invesco KBW High Dividend Yield Financial ETF 2.4 384 -349 16.2 +9.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.4 15 20 5.0 -1.8
NULC Nuveen ESG Large-Cap ETF 2.4 21 14 4.0 -2.7
FEGE First Eagle Global Equity ETF 2.4 79 -44 6.0 -0.7
FNDB Schwab Fundamental US Broad Market Index ETF 2.4 25 10 6.3 -0.4
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 6 6.4 -0.3
JAVA JPMorgan Active Value ETF 2.4 44 -9 5.6 -1.1
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 0 4.4 -2.3
BIBL Inspire 100 ETF 2.3 35 0 4.2 -2.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.3 7 28 10.3 +3.6
ILCV iShares Morningstar Value ETF 2.3 4 31 5.4 -1.3
JHDV John Hancock U.S. High Dividend ETF 2.3 34 1 6.1 -0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 26 4.4 -2.4
SPHQ Invesco S&P 500 Quality ETF 2.2 15 20 4.7 -2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 6 4.0 -2.7
JSTC Adasina Social Justice All Cap Global ETF 2.2 89 -54 4.5 -2.3
BFOR ALPS Barron's 400 ETF 2.2 65 -30 5.0 -1.8
DFAU Dimensional US Core Equity Market ETF 2.2 12 23 4.3 -2.4
ABLS Abacus FCF Small Cap Leaders ETF 2.2 59 -24 4.6 -2.1
DHS WisdomTree U.S. High Dividend Fund 2.2 38 -3 8.2 +1.5
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 -25 3.5 -3.3
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 26 4.2 -2.5
GQI Natixis Gateway Quality Income ETF 2.2 34 1 4.5 -2.2
DSPY Tema S&P 500 Historical Weight ETF 2.2 18 17 4.5 -2.3
ROSC Hartford Multifactor Small Cap ETF 2.2 34 1 7.2 +0.5
STOX Horizon Core Equity ETF 2.2 70 -35 3.6 -3.1
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 -24 3.4 -3.4
SCHD Schwab US Dividend Equity ETF 2.1 6 29 8.3 +1.5
SFTY Horizon Managed Risk ETF 2.1 77 -42 3.5 -3.2
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 20 4.2 -2.5
ENHU iShares Enhanced Large Cap Core Active ETF 2.1 22 13 4.2 -2.6
SMMD iShares Russell 2500 ETF 2.1 15 20 5.6 -1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 23 4.4 -2.3
SCHA Schwab U.S. Small-Cap ETF 2.1 4 31 4.4 -2.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 26 3.8 -3.0
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 24 4.4 -2.4
DSI iShares MSCI KLD 400 Social ETF 2.0 25 10 4.2 -2.6
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 23 7.0 +0.3
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 22 5.7 -1.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 5.6 -1.2
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -41 3.2 -3.6
JSML Janus Henderson Small Cap Growth Alpha ETF 2.0 30 5 2.7 -4.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.0 15 20 4.3 -2.5
DTD WisdomTree U.S. Total Dividend Fund 2.0 28 7 5.7 -1.0
SXQG ETC 6 Meridian Quality Growth ETF 2.0 100 -65 2.9 -3.8
DIVB iShares Core Dividend ETF 2.0 5 30 7.4 +0.7
TOPC iShares S&P 500 3% Capped ETF 2.0 15 20 4.4 -2.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.0 15 20 4.1 -2.6
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 18 4.1 -2.7
TMFX Motley Fool Next Index ETF 2.0 50 -15 3.1 -3.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 2.0 65 -30 0.6 -6.1
HEAL Global X HealthTech ETF 2.0 50 -15 -1.5 -8.2
TCV Towle Value ETF 2.0 85 -50 9.6 +2.8
AZTD Aztlan Global Stock Selection DM SMID ETF 1.9 75 -40 4.1 -2.6
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 4.4 -2.4
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 25 4.4 -2.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 6 4.0 -2.7
KONG Formidable Fortress ETF 1.9 89 -54 5.2 -1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 10 25 4.1 -2.6
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.9 12 23 6.6 -0.1
JPSV JPMorgan Active Small Cap Value ETF 1.9 74 -39 7.6 +0.9
MVPA Miller Value Partners Appreciation ETF 1.9 60 -25 9.6 +2.9
SMRI Bushido Capital US Equity ETF 1.9 71 -36 8.2 +1.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.9 15 20 9.0 +2.3
FVAL Fidelity Value Factor ETF 1.9 15 20 6.0 -0.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.9 9 26 3.9 -2.8
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -17 9.2 +2.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 -4 9.9 +3.2
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 -1 8.5 +1.8
ACSI American Customer Satisfaction ETF 1.9 65 -30 4.7 -2.0
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 -23 5.9 -0.8
SURE AdvisorShares Insiders Advantage ETF 1.9 90 -55 8.0 +1.3
UDI USCF Dividend Income Fund 1.9 65 -30 6.8 +0.1
GGRW Gabelli Growth Innovators ETF 1.9 90 -55 2.0 -4.8
ACEP ARS Core Equity ETF 1.9 45 -10 4.2 -2.6
IJS iShares S&P Small-Cap 600 Value ETF 1.9 18 17 8.9 +2.2
DVGR DAC 3D Dividend Growth ETF 1.9 65 -30 4.6 -2.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.9 8 27 4.4 -2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.9 7 28 4.4 -2.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.9 19 16 4.9 -1.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 23 3.5 -3.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.8 78 -43 9.7 +2.9
XVV iShares ESG Screened S&P 500 ETF 1.8 8 27 4.2 -2.6
ITEQ BlueStar Israel Technology ETF 1.8 75 -40 1.2 -5.6
JPEF JPMorgan Equity Focus ETF 1.8 50 -15 3.8 -3.0
PBUS Invesco MSCI USA ETF 1.8 4 31 4.2 -2.5
INRO iShares U.S. Industry Rotation Active ETF 1.8 42 -7 3.6 -3.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 20 6.2 -0.5
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -25 8.0 +1.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.8 70 -35 4.0 -2.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 24 4.2 -2.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.8 7 28 6.8 +0.0
EDOW First Trust Dow 30 Equal Weight ETF 1.8 50 -15 4.7 -2.0
DIA SPDR Dow Jones Industrial Average ETF 1.8 16 19 4.8 -1.9
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -13 3.8 -2.9
FPAG FPA Global Equity ETF 1.8 49 -14 5.9 -0.8
PCGG Polen Capital Global Growth ETF 1.8 85 -50 3.8 -3.0
TMFG Motley Fool Global Opportunities ETF 1.8 85 -50 3.7 -3.0
SEMG Suncoast Select Growth ETF 1.8 60 -25 3.7 -3.0
ITOL Tema International Durable Quality ETF 1.8 60 -25 4.9 -1.8
VONE Vanguard Russell 1000 ETF 1.8 7 28 4.3 -2.5
CGDV Capital Group Dividend Value ETF 1.8 33 2 3.9 -2.8
DUSA Davis Select U.S. Equity ETF 1.8 61 -26 7.0 +0.2
DWLD Davis Select Worldwide ETF 1.8 63 -28 6.7 0.0
LCF Touchstone US Large Cap Focused ETF 1.8 69 -34 3.6 -3.1
DFUS Dimensional U.S. Equity ETF 1.8 9 26 4.1 -2.6
RAUS RACWI US ETF 1.8 15 20 4.2 -2.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 32 4.4 -2.3
IWB iShares Russell 1000 ETF 1.8 15 20 4.2 -2.5
VLUE iShares MSCI USA Value Factor ETF 1.8 15 20 7.2 +0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.3 -2.5
IYY iShares Dow Jones U.S. ETF 1.8 20 15 4.1 -2.6
VTI Vanguard Total Stock Market ETF 1.8 3 32 4.2 -2.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 -4 3.5 -3.2
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 4.3 -2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.8 28 7 5.5 -1.3
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 4.7 -2.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -24 2.6 -4.1
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 0 35 7.5 +0.8
JGRW Jensen Quality Growth ETF 1.8 57 -22 4.0 -2.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 32 4.2 -2.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 61 -26 5.4 -1.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.8 35 0 4.9 -1.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.8 9 26 4.1 -2.6
WSML iShares MSCI World Small-Cap ETF 1.8 15 20 5.4 -1.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.8 29 6 7.1 +0.3
BELT iShares Long-Term U.S. Equity Active ETF 1.8 75 -40 2.2 -4.6
HDV iShares Core High Dividend ETF 1.8 8 27 6.0 -0.7
TOGA Tremblant Global ETF 1.8 69 -34 -0.2 -6.9
ABIG Argent Large Cap ETF 1.8 49 -14 4.3 -2.4
SCHB Schwab U.S. Broad Market ETF 1.8 3 32 4.3 -2.5
TMFM Motley Fool Mid-Cap Growth ETF 1.8 85 -50 2.1 -4.6
SCHK Schwab 1000 Index ETF 1.8 5 30 4.3 -2.4
IWV iShares Russell 3000 ETF 1.8 20 15 4.1 -2.7
VTHR Vanguard Russell 3000 ETF 1.8 7 28 4.2 -2.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 21 4.2 -2.5
FFND Future Fund Active ETF 1.8 100 -65 4.3 -2.4
ALIL Argent Focused Small Cap ETF 1.7 74 -39 5.6 -1.1
AUSF Global X Adaptive U.S. Factor ETF 1.7 27 8 8.1 +1.4
SCHX Schwab U.S. Large-Cap ETF 1.7 3 32 4.3 -2.4
EMOT First Trust S&P 500 Economic Moat ETF 1.7 60 -25 7.9 +1.2
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 4.7 -2.0
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 25 4.3 -2.5
HDUS Hartford Disciplined US Equity ETF 1.7 19 16 4.8 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.7 6 29 2.7 -4.0
USEW Cambria US EW ETF 1.7 30 5 4.2 -2.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.7 12 23 6.2 -0.6
CHRI Global X S&P 500 Christian Values ETF 1.7 29 6 4.0 -2.8
FCPI Fidelity Stocks for Inflation ETF 1.7 15 20 5.8 -0.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.7 52 -17 4.9 -1.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 15 4.0 -2.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.7 10 25 9.0 +2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 35 4.2 -2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 25 4.3 -2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 28 4.1 -2.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 33 4.2 -2.5
VOTE TCW Transform 500 ETF 1.7 5 30 4.2 -2.6
TOLL Tema Durable Quality ETF 1.7 75 -40 4.0 -2.8
VOO Vanguard S&P 500 ETF 1.7 3 32 4.3 -2.5
VV Vanguard Large-Cap ETF 1.7 4 31 4.2 -2.6
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -50 1.2 -5.6
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 33 4.3 -2.5
SPY SPDR S&P 500 ETF 1.7 9 26 4.2 -2.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 25 4.3 -2.4
GXLC Global X U.S. 500 ETF 1.7 2 33 4.1 -2.6
IVV iShares Core S&P 500 ETF 1.6 3 32 4.3 -2.5
BLES Inspire Global Hope ETF 1.6 61 -26 5.7 -1.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 23 3.5 -3.3
STRV Strive 500 ETF 1.6 5 30 4.1 -2.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.6 85 -50 2.6 -4.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.6 56 -21 7.0 +0.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 32 6.4 -0.3
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 32 4.2 -2.6
IJR iShares Core S&P Small Cap ETF 1.6 6 29 6.3 -0.4
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 10 4.6 -2.1
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 20 4.5 -2.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 -17 5.2 -1.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.6 60 -25 4.8 -2.0
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.4 +0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -40 4.9 -1.9
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.0 -2.8
FDRR Fidelity Dividend ETF for Rising Rates 1.6 15 20 5.9 -0.8
RJDI RJ Eagle GCM Dividend Select Income ETF 1.6 55 -20 4.4 -2.3
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -44 3.4 -3.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -30 7.5 +0.7
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 22 1.7 -5.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 7 28 6.2 -0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.2 -3.5
RVRB Reverb ETF 1.5 30 5 4.0 -2.7
YOKE Yoke Core ETF 1.5 42 -7 3.7 -3.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -60 -0.5 -7.3
SFY SoFi Select 500 ETF 1.5 0 35 3.8 -3.0
RNIN Bushido Capital US SMID Cap Equity ETF 1.5 70 -35 10.8 +4.0
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -19 9.7 +3.0
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.3 -1.4
DUHP Dimensional US High Profitability ETF 1.4 21 14 5.2 -1.5
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -14 4.8 -1.9
WBIY WBI Power Factor High Dividend ETF 1.4 100 -65 12.5 +5.7
ITAN Sparkline Intangible Value ETF 1.4 50 -15 6.2 -0.5
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.4 30 5 4.1 -2.6
ACVF American Conservative Values ETF 1.4 75 -40 3.7 -3.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.4 15 20 3.7 -3.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 10 6.1 -0.6
BDIV AAM Brentview Dividend Growth ETF 1.4 49 -14 3.6 -3.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 3 4.1 -2.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 10 25 3.7 -3.1
PWB Invesco Large Cap Growth ETF 1.4 56 -21 2.0 -4.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 4.9 -1.8
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 17 3.7 -3.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.3 19 16 5.1 -1.7
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 17 4.4 -2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 26 4.4 -2.3
XSMO Invesco S&P SmallCap Momentum ETF 1.3 39 -4 3.5 -3.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 5 3.7 -3.0
CGGO Capital Group Global Growth Equity ETF 1.3 47 -12 4.2 -2.5
FEOE First Eagle Overseas Equity ETF 1.3 79 -44 6.2 -0.6
IWL iShares Russell Top 200 ETF 1.3 15 20 3.9 -2.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 -1 4.1 -2.6
PSC Principal U.S. Small-Cap ETF 1.3 38 -3 3.7 -3.0
SFGV Sequoia Global Value ETF 1.3 23 12 7.2 +0.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.3 20 15 4.5 -2.2
TOK iShares MSCI Kokusai ETF 1.3 26 9 4.3 -2.4
CGUS Capital Group Core Equity ETF 1.2 33 2 3.6 -3.2
CSMD Congress SMid Growth ETF 1.2 69 -34 3.5 -3.2
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -15 3.7 -3.0
DGT State Street SPDR Global Dow ETF 1.2 50 -15 5.8 -0.9
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.0 -1.7
GEW Cambria Global EW ETF 1.2 29 6 5.4 -1.3
DBSC Deepwater Beachfront Small Cap ETF 1.2 85 -50 1.1 -5.6
IWO iShares Russell 2000 Growth ETF 1.2 24 11 0.5 -6.2
URTH iShares MSCI World ETF 1.2 24 11 4.4 -2.4
WLDR Affinity World Leaders Equity ETF 1.2 67 -32 6.3 -0.4
GSPY Gotham Enhanced 500 ETF 1.2 50 -15 4.5 -2.3
OALC OneAscent Large Cap Core ETF 1.1 86 -51 3.5 -3.3
DGRW WisdomTree US Quality Dividend Growth Fund 1.1 28 7 5.0 -1.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.1 12 23 3.6 -3.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -14 8.0 +1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 4.8 -2.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -44 4.1 -2.6
RSSL Global X Russell 2000 ETF 1.1 8 27 2.7 -4.0
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 10 4.7 -2.1
FDFF Fidelity Disruptive Finance ETF 1.1 50 -15 5.3 -1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 15 4.1 -2.7
EES WisdomTree U.S. SmallCap Fund 1.1 38 -3 7.9 +1.2
DAK Dakota Active Equity ETF 1.1 43 -8 3.8 -3.0
IWM iShares Russell 2000 ETF 1.1 19 16 2.7 -4.1
VT Vanguard Total World Stock ETF 1.1 6 29 5.1 -1.7
VALQ American Century U.S. Quality Value ETF 1.1 29 6 7.2 +0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 2.3 -4.4
ACWI iShares MSCI ACWI ETF 1.0 32 3 4.7 -2.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.0 71 -36 -0.6 -7.4
MGC Vanguard Mega Cap ETF 1.0 7 28 3.9 -2.8
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 5.0 -1.8
RCGE RockCreek Global Equality ETF 1.0 95 -60 6.1 -0.7
FESM Fidelity Enhanced Small Cap ETF 1.0 28 7 2.3 -4.4
AFSM First Trust Active Factor Small Cap ETF 1.0 75 -40 5.8 -0.9
FQAL Fidelity Quality Factor ETF 1.0 15 20 4.8 -1.9
IWN iShares Russell 2000 Value ETF 1.0 24 11 4.8 -1.9
ISRA VanEck Israel ETF 1.0 59 -24 5.8 -1.0
FFOX FundX Future Fund Opportunities ETF 0.9 100 -65 2.3 -4.4
VTWO Vanguard Russell 2000 ETF 0.9 7 28 2.8 -3.9
DIVL Madison Dividend Value ETF 0.9 65 -30 4.7 -2.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 0.9 49 -14 3.7 -3.0
THRO iShares U.S. Thematic Rotation Active ETF 0.9 90 -55 3.2 -3.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -14 3.9 -2.9
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 25 0.6 -6.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -21 9.8 +3.0
ILCG iShares Morningstar Growth ETF 0.9 4 31 3.0 -3.7
SVAL iShares US Small Cap Value Factor ETF 0.8 20 15 7.4 +0.6
PINK Simplify Health Care ETF 0.8 50 -15 1.0 -5.8
FINX Global X FinTech ETF 0.8 68 -33 2.8 -3.9
VOT Vanguard Mid-Cap Growth ETF 0.8 7 28 3.1 -3.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 0 8.8 +2.1
VBK Vanguard Small-Cap Growth ETF 0.8 7 28 1.3 -5.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.8 70 -35 3.8 -2.9
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 -24 1.8 -4.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -29 1.3 -5.5
GLOF iShares Global Equity Factor ETF 0.8 20 15 5.6 -1.1
ISMD Inspire Small/Mid Cap ETF 0.8 54 -19 5.2 -1.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 6.5 -0.2
FDG American Century Focused Dynamic Growth ETF 0.8 45 -10 1.7 -5.0
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -73 2.9 -3.9
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 12 2.8 -3.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 6 6.3 -0.4
AKAF The Frontier Economic Fund 0.7 20 15 5.1 -1.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -12 7.7 +1.0
SNPV Xtrackers S&P 500 Value ESG ETF 0.7 15 20 5.6 -1.1
AQLT iShares MSCI Global Quality Factor ETF 0.6 18 17 0.0 -6.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -35 2.0 -4.7
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 0 3.4 -3.4
AVUQ Avantis U.S. Quality ETF 0.6 15 20 3.5 -3.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -40 3.0 -3.8
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -27 1.5 -5.2
STXG Strive 1000 Growth ETF 0.6 18 17 3.2 -3.5
DURA VanEck Durable High Dividend ETF 0.6 29 6 6.4 -0.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.3 -3.4
WSGE Warren Street Global Equity ETF 0.6 80 -45 2.9 -3.9
ICAP InfraCap Equity Income Fund ETF 0.5 171 -136 4.3 -2.4
VIDI Vident International Equity Strategy ETF 0.5 61 -26 8.3 +1.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 -3 8.9 +2.2
TTAC FCF US Quality ETF 0.5 59 -24 5.4 -1.3
TMFC Motley Fool 100 Index ETF 0.5 50 -15 3.0 -3.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 -3 8.1 +1.3
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 7.3 +0.6
TXS Texas Capital Texas Equity Index ETF 0.5 49 -14 5.0 -1.7
OEI Optimized Equity Income ETF 0.5 75 -40 3.5 -3.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.5 12 23 3.4 -3.3
JGLO JPMorgan Global Select Equity ETF 0.5 33 2 4.2 -2.5
IOO iShares Global 100 ETF 0.4 41 -6 3.9 -2.9
FFF Founders 100 ETF 0.4 75 -40 2.5 -4.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -25 -0.9 -7.6
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 31 3.1 -3.6
VONG Vanguard Russell 1000 Growth ETF 0.4 7 28 3.5 -3.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 -5 3.8 -2.9
IWF iShares Russell 1000 Growth ETF 0.3 19 16 3.4 -3.4
IWY iShares Russell Top 200 Growth ETF 0.3 20 15 3.5 -3.2
TEXN iShares Texas Equity ETF 0.3 20 15 5.1 -1.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 20 4.6 -2.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 2.9 -3.8
VOOG Vanguard S&P 500 Growth ETF 0.3 7 28 18.6 +11.9
IVW iShares S&P 500 Growth ETF 0.3 18 17 2.9 -3.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 31 3.1 -3.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 4.2 -2.5
CGGR Capital Group Growth ETF 0.3 39 -4 2.5 -4.2
APIE ActivePassive International Equity ETF 0.2 45 -10 6.4 -0.3
SPMO Invesco S&P 500 Momentum ETF 0.2 13 22 3.2 -3.5
JGRO JPMorgan Active Growth ETF 0.2 44 -9 2.4 -4.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 15 0.8 -5.9
QGRO American Century U.S. Quality Growth ETF 0.2 29 6 3.8 -2.9
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 20 2.5 -4.2
GINX SGI Enhanced Global Income ETF 0.1 98 -63 6.8 +0.0
FPX First Trust US Equity Opportunities ETF 0.1 61 -26 0.8 -5.9
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -15 2.8 -3.9
VUG Vanguard Growth ETF 0.0 4 31 20.2 +13.4
MFMO Motley Fool Momentum Factor ETF 0.0 50 -15 2.1 -4.7

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 1.5 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.73 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.