SPDR S&P Insurance ETF
ALTAR
Score™		 6.3% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 12.7x P/Sales
ratio		 1.2x
P/BV
ratio		 1.6x Div.
yield		 1.7%


  • 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) $1,045
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) $28,350
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
PALOMAR HOLDINGS, INC. 2.3 %
GLOBE LIFE INC. 2.2 %
PROGRESSIVE CORP 2.2 %
ARTHUR J GALLAGHER & CO 2.1 %
BRIGHTHOUSE FINANCIAL, INC. 2.1 %
BROWN & BROWN INC 2.1 %
AMERICAN INTERNATIONAL GROUP 2.1 %
AON PLC CLASS A 2.1 %
LINCOLN NATIONAL CORP 2.0 %
HANOVER INSURANCE GROUP INC/ 2.0 %
Total 21.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.2 %
BERMUDA 11.3 %
BRITAIN 1.9 %
SWITZERLAND 1.9 %
IRELAND 1.8 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
6.3% 22.0% 15.7% 12.4% 8.4%

Market Correlations
versus... Beta R-squared
S&P500 0.71 42%
MSCI EAFE 0.67 38%
MSCI Emg. Mkts. 0.31 8%

Technical Indicators
Recent close $61.12
30d moving avg. $59.07
Annualized volatility 18.7%
Short interest (ETF) 10.7%
Short interest (Underlying) 2.3%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 1,057
Turnover 6.2%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 606 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™: 6.3%


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 48.3 40 -5 6.3 +0.1
FXO First Trust Financials AlphaDEX Fund 35.5 62 -27 8.1 +1.8
KBWP Invesco KBW Property & Casualty Insurance ETF 35.5 35 0 6.2 -0.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 34.2 40 -5 6.9 +0.7
IYF iShares U.S. Financials ETF 21.9 40 -5 6.6 +0.3
IPDP Dividend Performers ETF 17.6 122 -87 5.0 -1.3
FTDS First Trust Dividend Strength ETF 17.4 70 -35 7.8 +1.6
VFH Vanguard Financials ETF 17.2 10 25 6.6 +0.4
FNCL Fidelity MSCI Financials Index ETF 16.3 8 27 6.6 +0.3
XLF Financial Select Sector SPDR Fund 16.1 8 27 6.0 -0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 15.6 60 -25 7.1 +0.8
SPVM Invesco S&P 500 Value with Momentum ETF 15.3 39 -4 8.5 +2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 15.2 60 -25 4.0 -2.2
LYLD Cambria Large Cap Shareholder Yield ETF 13.2 59 -24 9.8 +3.5
USCF Themes US Cash Flow Champions ETF 12.9 29 6 6.6 +0.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 12.8 12 23 5.0 -1.2
WTV WisdomTree US Value Fund of Benef Interest 12.7 12 23 9.5 +3.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 12.5 40 -5 7.0 +0.8
XMVM Invesco S&P MidCap Value with Momentum ETF 12.4 39 -4 9.7 +3.4
SPMV Invesco S&P 500 Minimum Variance ETF 12.4 10 25 4.9 -1.4
FTCS First Trust Capital Strength ETF 11.9 55 -20 5.2 -1.1
XMLV Invesco S&P MidCap Low Volatility ETF 11.6 25 10 6.0 -0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 11.5 20 15 5.3 -1.0
JOET Virtus Terranova US Quality Momentum ETF 10.9 29 6 5.0 -1.3
FFTY Innovator IBD 50 ETF 10.5 80 -45 -2.5 -8.8
RNMC First Trust Mid Cap US Equity Select ETF 10.5 60 -25 7.0 +0.7
FSCS First Trust SMID Capital Strength ETF 10.5 60 -25 6.4 +0.1
CZA Invesco Zacks Mid-Cap ETF 10.5 72 -37 5.9 -0.4
USMV iShares MSCI USA Min Vol Factor ETF 10.1 15 20 5.5 -0.8
SIXL ETC 6 Meridian Low Beta Equity ETF 10.1 80 -45 5.7 -0.5
SPVU Invesco S&P 500 Enhanced Value ETF 10.1 13 22 10.5 +4.3
PFI Invesco Dorsey Wright Financial Momentum ETF 9.9 60 -25 4.6 -1.7
BOUT Innovator IBD Breakout Opportunities ETF 9.8 81 -46 4.8 -1.5
VSDA VictoryShares Dividend Accelerator ETF 9.7 35 0 7.0 +0.7
GVLU Gotham 1000 Value ETF 9.7 50 -15 9.1 +2.8
VOE Vanguard Mid-Cap Value ETF 9.6 7 28 7.2 +1.0
SMCF Themes US Small Cap Cash Flow Champions ETF 9.5 29 6 11.8 +5.5
IXG iShares Global Financials ETF 9.3 42 -7 7.2 +1.0
FTGS First Trust Growth Strength ETF 9.2 60 -25 5.6 -0.7
RNSC Furst Trust Small Cap US Equity Select ETF 9.2 60 -25 6.7 +0.4
FOVL iShares Focused Value Factor ETF 9.2 25 10 10.1 +3.8
IMCV iShares Morningstar Mid-Cap Value ETF 9.1 6 29 7.9 +1.6
CVY Invesco Zacks Multi-Asset Income ETF 8.9 106 -71 10.9 +4.7
AVLV Avantis U.S. Large Cap Value ETF 8.9 15 20 8.1 +1.9
LEAD Siren DIVCON Leaders Dividend ETF 8.6 43 -8 4.6 -1.7
PY Principal Value ETF 8.6 15 20 7.1 +0.9
DFNL Davis Select Financial ETF 8.4 63 -28 8.4 +2.1
ALTL Pacer Lunt Large Cap Alternator ETF 8.4 60 -25 4.6 -1.7
RPV Invesco S&P 500 Pure Value ETF 8.3 35 0 10.7 +4.5
PKW Invesco Buyback Achievers ETF 8.3 62 -27 8.0 +1.7
RFV Invesco S&P Midcap 400 Pure Value ETF 8.0 35 0 14.1 +7.8
MBOX Freedom Day Dividend ETF 8.0 39 -4 7.4 +1.1
DEUS Xtrackers Russell US Multifactor ETF 7.7 17 18 6.9 +0.6
NUDV Nuveen ESG Dividend ETF 7.6 26 9 6.7 +0.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.6 35 0 5.7 -0.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.5 60 -25 5.7 -0.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.5 20 15 7.4 +1.1
VAMO Cambria Value & Momentum ETF 7.5 61 -26 6.8 +0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.5 25 10 4.9 -1.4
DVY iShares Select Dividend ETF 7.5 38 -3 9.2 +3.0
SPLV Invesco S&P 500 Low Volatility ETF 7.5 25 10 4.8 -1.4
BGDV Bahl & Gaynor Dividend ETF 7.5 45 -10 5.0 -1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.6 +1.4
RUNN Running Oak Efficient Growth ETF 7.3 58 -23 4.9 -1.4
HAPY Harbor Human Capital Factor Unconstrained ETF 7.3 50 -15 3.4 -2.9
EQRR ProShares Equities for Rising Rates ETF 7.3 35 0 8.0 +1.7
SPGP Invesco S&P 500 GARP ETF 7.3 34 1 9.6 +3.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 7.3 60 -25 6.3 +0.1
FTA First Trust Large Cap Value AlphaDEX Fund 7.2 59 -24 9.4 +3.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.2 15 20 6.4 +0.2
IWS iShares Russell Mid-Cap Value ETF 7.1 23 12 6.5 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 7.0 20 15 5.9 -0.4
SYLD Cambria Shareholder Yield ETF 7.0 59 -24 11.9 +5.6
PSCF Invesco S&P SmallCap Financials ETF 7.0 29 6 6.2 -0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.9 15 20 10.0 +3.7
QUVU Hartford Quality Value ETF 6.8 46 -11 7.0 +0.7
SHRY First Trust Bloomberg Shareholder Yield ETF 6.8 60 -25 7.9 +1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.8 80 -45 6.0 -0.2
USMF WisdomTree U.S. Multifactor Fund 6.8 28 7 6.7 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 6.7 38 -3 8.3 +2.1
FEX First Trust Large Cap Core AlphaDEX Fund 6.7 59 -24 6.5 +0.2
VFMF Vanguard U.S. Multifactor ETF 6.6 18 17 8.5 +2.2
IMCB iShares Morningstar Mid-Cap ETF 6.6 4 31 6.0 -0.3
CFA VictoryShares US 500 Volatility Wtd ETF 6.5 35 0 6.1 -0.2
ROE Astoria US Quality Kings ETF 6.5 49 -14 7.0 +0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.5 40 -5 6.0 -0.3
TPHD Timothy Plan High Dividend Stock ETF 6.4 52 -17 6.9 +0.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.4 54 -19 6.9 +0.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.4 30 5 7.9 +1.7
XMMO Invesco S&P MidCap Momentum ETF 6.3 34 1 5.6 -0.7
IJJ iShares S&P Mid-Cap 400 Value ETF 6.3 18 17 8.6 +2.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.3 55 -20 4.2 -2.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.3 65 -30 5.0 -1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.3 52 -17 5.6 -0.6
ONEO SPDR Russell 1000 Momentum Focus ETF 6.2 20 15 6.8 +0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.2 58 -23 5.6 -0.6
MDYV SPDR S&P 400 Mid Cap Value ETF 6.2 15 20 8.7 +2.4
ZECP Zacks Earnings Consistent Portfolio ETF 6.2 55 -20 4.9 -1.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.2 15 20 8.7 +2.4
TMDV ProShares Russell US Dividend Growers ETF 6.2 35 0 4.6 -1.6
DFLV Dimensional US Large Cap Value ETF 6.1 22 13 8.2 +1.9
NULV Nuveen ESG Large-Cap Value ETF 6.0 26 9 6.2 -0.1
VFVA Vanguard U.S. Value Factor ETF 6.0 13 22 11.7 +5.4
RWK Invesco S&P MidCap 400 Revenue ETF 5.9 39 -4 10.2 +3.9
RDVY First Trust Rising Dividend Achievers ETF 5.9 50 -15 7.8 +1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.9 30 5 5.0 -1.2
AUSF Global X Adaptive U.S. Factor ETF 5.8 27 8 9.2 +2.9
OCFS Otter Creek Focus Strategy ETF 5.8 85 -50 4.6 -1.6
XMHQ Invesco S&P MidCap Quality ETF 5.8 25 10 7.1 +0.9
VO Vanguard Mid-Cap ETF 5.8 4 31 5.6 -0.6
IWR iShares Russell Midcap ETF 5.8 19 16 5.8 -0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.7 20 15 7.8 +1.5
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 12 5.8 -0.5
QLV FlexShares US Quality Low Volatility Index Fund 5.6 22 13 5.8 -0.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.6 60 -25 8.5 +2.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.6 15 20 7.3 +1.0
FTC First Trust Large Cap Growth AlphaDEX Fund 5.6 59 -24 2.8 -3.4
FLRG Fidelity U.S. Multifactor ETF 5.6 15 20 7.1 +0.8
SPMO Invesco S&P 500 Momentum ETF 5.6 13 22 4.2 -2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 5.6 12 23 7.0 +0.7
FNK First Trust Mid Cap Value AlphaDEX Fund 5.6 70 -35 12.3 +6.0
LST Leuthold Select Industries ETF 5.6 91 -56 6.1 -0.2
JQUA JPMorgan U.S. Quality Factor ETF 5.5 12 23 6.0 -0.3
FUNL CornerCap Fundametrics Large-Cap ETF 5.5 50 -15 7.3 +1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 5.5 67 -32 10.1 +3.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.5 70 -35 4.4 -1.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.4 18 17 4.9 -1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.4 60 -25 5.7 -0.6
GLRY Inspire Faithward Mid Cap Momentum ETF 5.3 80 -45 6.6 +0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 20 5.8 -0.4
SDY SPDR S&P Dividend ETF 5.3 35 0 6.2 -0.1
EVUS iShares ESG Aware MSCI USA Value ETF 5.2 18 17 6.0 -0.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 10 6.0 -0.2
RGEF Rockefeller Global Equity ETF 5.2 55 -20 5.2 -1.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.2 35 0 6.1 -0.2
QUS SPDR MSCI USA StrategicFactors ETF 5.2 15 20 5.8 -0.5
AVSU Avantis Responsible U.S. Equity ETF 5.2 15 20 6.4 +0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.1 15 20 4.3 -2.0
ROUS Hartford Multifactor US Equity ETF 5.1 19 16 7.2 +1.0
USXF iShares ESG Advanced MSCI USA ETF 5.1 10 25 4.9 -1.4
OSCV Opus Small Cap Value ETF 5.1 79 -44 6.7 +0.5
BGIG Bahl & Gaynor Income Growth ETF 5.1 45 -10 5.4 -0.8
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 22 3.4 -2.9
MDY SPDR S&P Midcap 400 ETF Trust 5.1 24 11 7.2 +0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 5.1 80 -45 4.7 -1.6
IJH iShares Core S&P Mid-Cap ETF 5.0 5 30 7.4 +1.1
GDIV Harbor Dividend Growth Leaders ETF 5.0 50 -15 5.2 -1.0
RSP Invesco S&P 500 Equal Weight ETF 5.0 20 15 6.3 +0.1
EUSA iShares MSCI USA Equal Weighted ETF 5.0 9 26 6.0 -0.3
DFSU Dimensional US Sustainability Core 1 ETF 5.0 18 17 5.8 -0.4
RPG Invesco S&P 500 Pure Growth ETF 5.0 35 0 3.6 -2.6
FLV American Century Focused Large Cap Value ETF 4.9 42 -7 6.7 +0.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.9 3 32 7.4 +1.1
IVOO Vanguard S&P Mid-Cap 400 ETF 4.9 10 25 7.3 +1.1
VTV Vanguard Value ETF 4.9 4 31 6.9 +0.7
VEGN US Vegan Climate ETF 4.9 60 -25 4.6 -1.7
PDP Invesco Dorsey Wright Momentum ETF 4.9 62 -27 3.6 -2.7
LOWV AB US Low Volatility Equity ETF 4.8 48 -13 5.3 -0.9
FDLO Fidelity Low Volatility Factor ETF 4.8 15 20 5.4 -0.9
JHMM John Hancock Multifactor Mid Cap ETF 4.8 42 -7 6.5 +0.2
EZM WisdomTree U.S. MidCap Fund 4.8 38 -3 9.3 +3.1
VIG Vanguard Dividend Appreciation ETF 4.8 6 29 6.0 -0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.8 50 -15 8.3 +2.1
STXM Strive Mid-Cap ETF 4.8 18 17 3.6 -2.6
STXV Strive 1000 Value ETF 4.8 18 17 7.5 +1.2
FNX First Trust Mid Cap Core AlphaDEX Fund 4.8 60 -25 8.2 +1.9
FSMD Fidelity Small-Mid Multifactor ETF 4.8 15 20 7.0 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 11 7.6 +1.3
SIZE iShares MSCI USA Size Factor ETF 4.8 15 20 5.8 -0.5
VYM Vanguard High Dividend Yield Index ETF 4.7 6 29 7.3 +1.0
VBR Vanguard Small Cap Value ETF 4.7 7 28 8.5 +2.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.7 30 5 7.0 +0.7
DFUV Dimensional US Marketwide Value ETF 4.6 22 13 8.1 +1.8
DFAT Dimensional U.S. Targeted Value ETF 4.6 28 7 10.0 +3.8
AFLG First Trust Active Factor Large Cap ETF 4.6 55 -20 6.2 -0.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.6 25 10 7.8 +1.5
SCHM Schwab U.S. Mid-Cap ETF 4.6 4 31 6.7 +0.4
BFOR ALPS Barron's 400 ETF 4.6 65 -30 6.2 -0.1
HOMZ Hoya Capital Housing ETF 4.5 30 5 6.3 +0.1
AFMC First Trust Active Factor Mid Cap ETF 4.5 65 -30 8.2 +1.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 4.5 60 -25 6.4 +0.2
PWV Invesco Large Cap Value ETF 4.5 55 -20 7.6 +1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.5 64 -29 2.4 -3.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 4.5 12 23 8.1 +1.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 4.4 36 -1 10.3 +4.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.4 35 0 5.8 -0.5
DFVX Dimensional US Large Cap Vector ETF 4.4 22 13 6.6 +0.3
BLCV iShares Large Cap Value Active ETF 4.4 53 -18 7.6 +1.3
IWD iShares Russell 1000 Value ETF 4.4 19 16 6.5 +0.2
PFM Invesco Dividend Achievers ETF 4.4 53 -18 5.3 -0.9
VONV Vanguard Russell 1000 Value ETF 4.4 8 27 6.6 +0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.3 35 0 7.7 +1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 6.1 -0.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 4.3 65 -30 4.0 -2.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.3 38 -3 7.7 +1.4
VLU SPDR S&P 1500 Value Tilt ETF 4.3 12 23 7.2 +0.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.2 65 -30 3.0 -3.3
IMCG iShares Morningstar Mid-Cap Growth ETF 4.2 6 29 4.1 -2.1
AVUS Avantis U.S. Equity ETF 4.2 15 20 6.3 +0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.1 -0.1
SCHV Schwab U.S. Large-Cap Value ETF 4.2 4 31 6.8 +0.6
FDLS Inspire Fidelis Multi Factor ETF 4.2 76 -41 5.8 -0.5
XSHQ Invesco S&P SmallCap Quality ETF 4.2 29 6 8.4 +2.2
RJMG FT Raymond James Multicap Growth Equity ETF 4.2 85 -50 2.6 -3.7
EQIN Columbia US Equity Income ETF 4.2 35 0 6.8 +0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.2 7 28 6.2 -0.0
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 23 6.5 +0.3
SFYX SoFi Next 500 ETF 4.1 0 35 3.6 -2.7
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 5.4 -0.9
PRAY FIS Christian Stock Fund 4.1 69 -34 5.5 -0.8
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.3 +0.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 6 6.4 +0.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.1 10 25 3.3 -3.0
DIVS SmartETFs Dividend Builder ETF 4.1 65 -30 4.9 -1.3
BEEX BeeHive ETF 4.0 84 -49 4.7 -1.6
MAGA Point Bridge America First ETF 4.0 72 -37 6.5 +0.2
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 6.6 +0.3
THRO iShares U.S. Thematic Rotation Active ETF 4.0 90 -55 4.4 -1.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.0 65 -30 5.4 -0.9
FDWM Fidelity Women's Leadership ETF 4.0 59 -24 3.2 -3.1
KRMA Global X Conscious Companies ETF 4.0 43 -8 6.1 -0.1
PRF Invesco FTSE RAFI US 1000 ETF 4.0 39 -4 7.0 +0.7
YLDE ClearBridge Dividend Strategy ESG ETF 4.0 60 -25 5.4 -0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.0 10 25 4.2 -2.1
RWL Invesco S&P 500 Revenue ETF 3.9 39 -4 7.0 +0.7
USSE Segall Bryant & Hamill Select Equity ETF 3.9 65 -30 4.4 -1.9
NUSC Nuveen ESG Small-Cap ETF 3.9 31 4 5.3 -1.0
JEPI JPMorgan Equity Premium Income ETF 3.9 35 0 5.4 -0.8
TMFM Motley Fool Mid-Cap Growth ETF 3.9 85 -50 3.7 -2.6
AZTD Aztlan Global Stock Selection DM SMID ETF 3.9 75 -40 8.4 +2.2
ABEQ Absolute Select Value ETF 3.9 85 -50 4.9 -1.3
DIVG Invesco S&P 500 High Dividend Growers ETF 3.9 39 -4 5.3 -1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 17 7.2 +1.0
KRUZ Unusual Whales Subversive Republican Trading ETF 3.8 75 -40 6.0 -0.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.8 48 -13 8.3 +2.1
FVD First Trust Value Line Dividend Index Fund 3.8 65 -30 6.1 -0.2
JMOM JPMorgan U.S. Momentum Factor ETF 3.8 12 23 4.8 -1.5
ISCV iShares Morningstar Small Cap Value ETF 3.8 6 29 8.4 +2.1
OPTZ Optimize Strategy Index ETF 3.8 50 -15 5.3 -1.0
DEMZ Democratic Large Cap Core ETF 3.7 45 -10 4.6 -1.7
PTL Inspire 500 ETF 3.7 9 26 5.4 -0.9
JHML John Hancock Multifactor Large Cap ETF 3.7 29 6 5.6 -0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 3.7 17 18 6.0 -0.3
FVAL Fidelity Value Factor ETF 3.7 15 20 7.3 +1.1
QWLD SPDR MSCI World StrategicFactors ETF 3.7 30 5 5.9 -0.3
AVUV Avantis U.S. Small Cap Value ETF 3.7 25 10 10.8 +4.5
FBCV Fidelity Blue Chip Value ETF 3.7 59 -24 7.5 +1.3
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.6 -0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.7 95 -60 0.7 -5.6
FELV Fidelity Enhanced Large Cap Value ETF 3.7 18 17 6.8 +0.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.7 38 -3 6.2 -0.0
DGRO iShares Core Dividend Growth ETF 3.7 8 27 6.6 +0.3
SMAP Amplify Small-Mid Cap Equity ETF 3.7 60 -25 1.3 -4.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.6 17 18 5.7 -0.6
MGV Vanguard Mega Cap Value ETF 3.6 7 28 6.7 +0.5
SPDV AAM S&P 500 High Dividend Value ETF 3.6 29 6 9.8 +3.6
JHDV John Hancock U.S. High Dividend ETF 3.6 34 1 6.3 +0.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.6 15 20 6.0 -0.2
JSTC Adasina Social Justice All Cap Global ETF 3.6 89 -54 4.5 -1.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.6 15 20 6.0 -0.3
NULC Nuveen ESG Large-Cap ETF 3.6 21 14 5.0 -1.2
DFAC Dimensional U.S. Core Equity 2 ETF 3.6 17 18 6.0 -0.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.6 25 10 7.4 +1.1
FYC First Trust Small Cap Growth AlphaDEX Fund 3.5 71 -36 1.1 -5.2
VFMV Vanguard U.S. Minimum Volatility ETF 3.5 13 22 5.5 -0.8
QDIV Global X S&P 500 Quality Dividend ETF 3.5 20 15 8.2 +1.9
DIVB iShares Core Dividend ETF 3.5 5 30 7.7 +1.4
EPS WisdomTree U.S. LargeCap Fund 3.5 8 27 6.1 -0.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.4 35 0 4.7 -1.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.4 35 0 3.7 -2.5
JHSC John Hancock Multifactor Small Cap ETF 3.4 42 -7 6.9 +0.6
TPSC Timothy Plan US Small Cap Core ETF 3.4 52 -17 7.2 +1.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 3.4 42 -7 5.5 -0.8
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 10 7.3 +1.0
VB Vanguard Small-Cap ETF 3.4 5 30 5.7 -0.5
XSMO Invesco S&P SmallCap Momentum ETF 3.4 39 -4 5.3 -1.0
NUMV Nuveen ESG Mid-Cap Value ETF 3.4 31 4 6.4 +0.1
ISCB iShares Morningstar Small-Cap ETF 3.3 4 31 5.6 -0.6
FLDZ RiverNorth Patriot ETF 3.3 75 -40 5.9 -0.3
DCOR Dimensional US Core Equity 1 ETF 3.3 14 21 5.8 -0.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.3 35 0 10.9 +4.6
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 5.9 -0.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.2 35 0 3.1 -3.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.2 15 20 4.3 -2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.2 24 11 7.6 +1.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.2 75 -40 5.1 -1.2
XMAG Defiance Large Cap ex-Mag 7 ETF 3.2 35 0 4.6 -1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.2 70 -35 2.8 -3.5
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 26 5.6 -0.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.2 48 -13 6.0 -0.3
GRPM Invesco S&P MidCap 400 GARP ETF 3.2 35 0 9.6 +3.3
TAX Cambria Tax Aware ETF 3.2 49 -14 5.4 -0.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.1 55 -20 5.2 -1.1
CHGX AXS Change Finance ESG ETF 3.1 49 -14 5.3 -0.9
ONEY SPDR Russell 1000 Yield Focus ETF 3.1 20 15 9.1 +2.8
ILCV iShares Morningstar Value ETF 3.1 4 31 6.7 +0.4
DFAS Dimensional U.S. Small Cap ETF 3.1 26 9 6.9 +0.7
IUSV iShares Core S&P US Value ETF 3.1 4 31 6.5 +0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.1 9 26 5.6 -0.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.1 25 10 5.9 -0.4
STXD Strive 1000 Dividend Growth ETF 3.0 35 0 5.0 -1.3
STXK Strive Small-Cap ETF 3.0 18 17 5.5 -0.8
VXF Vanguard Extended Market ETF 3.0 6 29 4.5 -1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 3.0 4 31 5.9 -0.4
SMLF iShares U.S. SmallCap Equity Factor ETF 3.0 15 20 6.0 -0.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.0 60 -25 1.2 -5.1
SPHQ Invesco S&P 500 Quality ETF 3.0 15 20 5.3 -1.0
EQAL Invesco Russell 1000 Equal Weight ETF 3.0 20 15 6.6 +0.3
MODL VictoryShares WestEnd U.S. Sector ETF 3.0 42 -7 5.0 -1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.0 9 26 5.0 -1.3
IWX iShares Russell Top 200 Value ETF 3.0 20 15 6.4 +0.2
SUSA iShares MSCI USA ESG Select ETF 2.9 25 10 5.0 -1.3
ESGV Vanguard ESG U.S. Stock ETF 2.9 9 26 5.0 -1.3
LVOL American Century Low Volatility ETF 2.9 29 6 4.4 -1.8
VOOV Vanguard S&P 500 Value ETF 2.9 10 25 6.3 +0.1
IVE iShares S&P 500 Value ETF 2.9 18 17 6.2 -0.0
SPYV SPDR Portfolio S&P 500 Value ETF 2.9 4 31 6.4 +0.1
ADME Aptus Drawdown Managed Equity ETF 2.9 79 -44 4.3 -2.0
IUS Invesco RAFI Strategic US ETF 2.9 19 16 7.1 +0.8
DFAU Dimensional US Core Equity Market ETF 2.9 12 23 5.5 -0.7
SCHA Schwab U.S. Small-Cap ETF 2.9 4 31 5.3 -1.0
DSI iShares MSCI KLD 400 Social ETF 2.9 25 10 5.2 -1.1
REVS Columbia Research Enhanced Value ETF 2.9 19 16 7.6 +1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 2.9 11 24 5.4 -0.9
SMMD iShares Russell 2500 ETF 2.9 15 20 6.2 -0.0
ISCG iShares Morningstar Small-Cap Growth ETF 2.9 6 29 2.7 -3.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 23 5.1 -1.1
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -90 6.9 +0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.8 39 -4 9.8 +3.6
SIXS ETC 6 Meridian Small Cap Equity ETF 2.8 89 -54 9.4 +3.2
DTD WisdomTree U.S. Total Dividend Fund 2.8 28 7 6.2 -0.0
GURU Global X Guru Index ETF 2.8 75 -40 4.2 -2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.7 29 6 4.8 -1.5
ESGU iShares ESG Aware MSCI USA ETF 2.7 15 20 5.1 -1.1
QDF FlexShares Quality Dividend Index Fund 2.7 37 -2 6.2 -0.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.7 70 -35 5.2 -1.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.7 52 -17 6.9 +0.6
DFSV Dimensional US Small Cap Value ETF 2.7 31 4 10.9 +4.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.7 60 -25 4.7 -1.6
BIBL Inspire 100 ETF 2.7 35 0 4.7 -1.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.6 29 6 5.1 -1.2
MTUM iShares MSCI USA Momentum Factor ETF 2.6 15 20 3.9 -2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 20 5.1 -1.2
HKND Humankind US Stock ETF 2.6 11 24 7.5 +1.2
HDUS Hartford Disciplined US Equity ETF 2.6 19 16 5.9 -0.4
XVV iShares ESG Screened S&P 500 ETF 2.5 8 27 5.1 -1.1
DFUS Dimensional U.S. Equity ETF 2.5 9 26 5.3 -0.9
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.5 7 28 8.2 +1.9
HAPS Harbor Human Capital Factor US Small Cap ETF 2.5 60 -25 4.4 -1.9
IWB iShares Russell 1000 ETF 2.5 15 20 5.2 -1.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.5 3 32 5.5 -0.8
VONE Vanguard Russell 1000 ETF 2.5 8 27 5.3 -1.0
SHE SPDR MSCI USA Gender Diversity ETF 2.5 20 15 5.2 -1.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 20 5.9 -0.3
IYY iShares Dow Jones U.S. ETF 2.5 20 15 5.1 -1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.5 9 26 4.4 -1.9
VTI Vanguard Total Stock Market ETF 2.5 3 32 5.2 -1.1
SCHK Schwab 1000 Index ETF 2.4 5 30 5.3 -0.9
SUSL iShares ESG MSCI USA Leaders ETF 2.4 10 25 5.3 -1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.4 3 32 5.2 -1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.4 32 3 5.2 -1.1
IWV iShares Russell 3000 ETF 2.4 20 15 5.0 -1.2
VTHR Vanguard Russell 3000 ETF 2.4 10 25 5.2 -1.1
ESIX SPDR S&P SmallCap 600 ESG ETF 2.4 12 23 5.9 -0.4
SCHB Schwab U.S. Broad Market ETF 2.4 3 32 5.3 -1.0
XSLV Invesco S&P SmallCap Low Volatility ETF 2.4 25 10 5.4 -0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.4 75 -40 3.7 -2.5
APUE ActivePassive U.S. Equity ETF 2.4 45 -10 4.9 -1.3
SCHX Schwab U.S. Large-Cap ETF 2.4 3 32 5.3 -0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.4 20 15 5.0 -1.2
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 25 5.4 -0.9
SFY SoFi Select 500 ETF 2.4 0 35 4.8 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 5.2 -1.0
ILCB iShares Morningstar U.S. Equity ETF 2.4 3 32 5.2 -1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 2.4 28 7 5.9 -0.4
VV Vanguard Large-Cap ETF 2.4 4 31 5.2 -1.0
IVV iShares Core S&P 500 ETF 2.3 3 32 5.3 -1.0
VOO Vanguard S&P 500 ETF 2.3 3 32 5.3 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 5.2 -1.1
SPY SPDR S&P 500 ETF Trust 2.3 9 26 5.2 -1.0
PBUS Invesco MSCI USA ETF 2.3 4 31 5.2 -1.1
SPLG SPDR Portfolio S&P 500 ETF 2.3 2 33 5.3 -0.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.3 8 27 5.3 -1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.3 -1.0
DHS WisdomTree U.S. High Dividend Fund 2.3 38 -3 7.8 +1.5
FFLC Fidelity Fundamental Large Cap Core ETF 2.3 38 -3 4.9 -1.3
WCEO Hypatia Women CEO ETF 2.3 85 -50 -1.3 -7.6
STRV Strive 500 ETF 2.3 5 30 5.2 -1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 2.3 75 -40 5.2 -1.1
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 17 9.4 +3.2
BKWO BNY Mellon Women's Opportunities ETF 2.3 50 -15 4.0 -2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.3 39 -4 5.4 -0.8
KLMN Invesco MSCI North America Climate ETF 2.3 9 26 5.3 -1.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 25 5.3 -1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 4.7 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.2 12 23 4.5 -1.8
EQWL Invesco S&P 100 Equal Weight ETF 2.2 25 10 6.2 -0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.2 15 20 7.3 +1.0
FELC Fidelity Enhanced Large Cap Core ETF 2.2 18 17 5.6 -0.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 33 5.3 -1.0
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 23 8.5 +2.3
VOTE TCW Transform 500 ETF 2.2 5 30 5.2 -1.0
KOCG FIS Knights of Columbus Global Belief ETF 2.2 75 -40 5.4 -0.9
QGRO American Century U.S. Quality Growth ETF 2.2 29 6 3.8 -2.4
SXQG ETC 6 Meridian Quality Growth ETF 2.2 100 -65 4.6 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.2 29 6 6.8 +0.5
TOGA Tremblant Global ETF 2.2 69 -34 2.5 -3.8
GRNY Fundstrat Granny Shots US Large Cap ETF 2.2 75 -40 3.7 -2.5
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 35 5.3 -1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 28 5.2 -1.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.2 79 -44 5.2 -1.0
SLYV SPDR S&P 600 Small Cap Value ETF 2.2 15 20 9.5 +3.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.2 15 20 9.3 +3.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.1 7 28 5.2 -1.0
GGRW Gabelli Growth Innovators ETF 2.1 90 -55 2.6 -3.7
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -10 3.8 -2.5
CAML Congress Large Cap Growth ETF 2.1 66 -31 3.4 -2.9
MDCP VictoryShares THB Mid Cap ESG ETF 2.1 55 -20 5.6 -0.7
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 23 6.6 +0.3
CGDV Capital Group Dividend Value ETF 2.1 33 2 4.9 -1.4
ETHO Etho Climate Leadership U.S. ETF 2.1 47 -12 5.5 -0.8
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -26 5.9 -0.4
VLUE iShares MSCI USA Value Factor ETF 2.1 15 20 10.2 +3.9
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -30 3.5 -2.7
ULVM VictoryShares US Value Momentum ETF 2.1 20 15 7.2 +1.0
SCHD Schwab US Dividend Equity ETF 2.1 6 29 9.4 +3.2
FPAG FPA Global Equity ETF 2.1 49 -14 6.3 +0.0
PCGG Polen Capital Global Growth ETF 2.1 85 -50 3.8 -2.4
TMFG Motley Fool Global Opportunities ETF 2.1 85 -50 3.5 -2.7
TOLL Tema Monopolies and Oligopolies ETF 2.1 75 -40 3.8 -2.5
MVPA Miller Value Partners Appreciation ETF 2.0 60 -25 8.4 +2.1
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 22 6.6 +0.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.0 15 20 4.7 -1.6
GSPY Gotham Enhanced 500 ETF 2.0 50 -15 5.5 -0.8
FQAL Fidelity Quality Factor ETF 2.0 15 20 5.9 -0.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.0 85 -50 3.9 -2.3
DIVL Madison Dividend Value ETF 2.0 65 -30 5.4 -0.9
BDIV AAM Brentview Dividend Growth ETF 2.0 49 -14 4.3 -1.9
JGRW Jensen Quality Growth ETF 2.0 57 -22 4.6 -1.6
COWS Amplify Cash Flow Dividend Leaders ETF 2.0 0 35 12.7 +6.5
KBWD Invesco KBW High Dividend Yield Financial ETF 2.0 384 -349 9.8 +3.5
VALQ American Century U.S. Quality Value ETF 2.0 29 6 7.6 +1.4
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.0 56 -21 2.6 -3.7
FPX First Trust US Equity Opportunities ETF 2.0 61 -26 1.3 -5.0
EDOW First Trust Dow 30 Equal Weight ETF 2.0 50 -15 5.3 -0.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.0 7 28 7.4 +1.2
DIA SPDR Dow Jones Industrial Average ETF Trust 2.0 16 19 5.7 -0.6
TIME Clockwise Core Equity & Innovation ETF 2.0 95 -60 8.1 +1.9
RVRB Reverb ETF 2.0 30 5 3.7 -2.5
TMFX Motley Fool Next Index ETF 2.0 50 -15 3.2 -3.1
INRO iShares U.S. Industry Rotation Active ETF 2.0 42 -7 4.1 -2.1
LRGF iShares U.S. Equity Factor ETF 2.0 8 27 5.8 -0.5
DUSA Davis Select U.S. Equity ETF 2.0 61 -26 8.2 +2.0
DWLD Davis Select Worldwide ETF 2.0 63 -28 7.8 +1.5
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 10 5.9 -0.4
OALC OneAscent Large Cap Core ETF 2.0 86 -51 4.6 -1.7
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 -10 9.2 +3.0
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 6 7.3 +1.0
IJR iShares Core S&P Small Cap ETF 1.9 6 29 7.3 +1.0
KONG Formidable Fortress ETF 1.9 89 -54 5.7 -0.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 0 6.9 +0.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -43 9.6 +3.3
UDI USCF Dividend Income Fund 1.9 65 -30 6.5 +0.2
JPEF JPMorgan Equity Focus ETF 1.9 50 -15 4.5 -1.8
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 0 5.6 -0.6
NIXT Research Affiliates Deletions ETF 1.9 9 26 3.8 -2.5
LCF Touchstone US Large Cap Focused ETF 1.9 69 -34 4.6 -1.6
BRIF FIS Bright Portfolios Focused Equity ETF 1.9 65 -30 4.9 -1.4
IUSG iShares Core S&P U.S. Growth ETF 1.9 4 31 4.7 -1.6
SVAL iShares US Small Cap Value Factor ETF 1.9 20 15 11.0 +4.7
IWP iShares Russell Mid-Cap Growth ETF 1.8 23 12 3.7 -2.6
SMRI Bushido Capital US Equity ETF 1.8 71 -36 9.9 +3.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 15 6.0 -0.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 10 25 7.2 +1.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 32 7.4 +1.1
BLES Inspire Global Hope ETF 1.8 61 -26 6.8 +0.6
FDRR Fidelity Dividend ETF for Rising Rates 1.8 15 20 7.6 +1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.8 9 26 6.1 -0.2
TMFS Motley Fool Small-Cap Growth ETF 1.8 85 -50 3.1 -3.2
TOK iShares MSCI Kokusai ETF 1.8 26 9 5.2 -1.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.8 10 25 5.4 -0.9
VOOG Vanguard S&P 500 Growth ETF 1.8 10 25 4.6 -1.7
IVW iShares S&P 500 Growth ETF 1.8 18 17 4.5 -1.7
SPYG SPDR Portfolio S&P 500 Growth ETF 1.8 4 31 4.7 -1.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -17 6.5 +0.3
FDFF Fidelity Disruptive Finance ETF 1.7 50 -15 4.1 -2.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.7 49 -14 12.7 +6.4
JGLO JPMorgan Global Select Equity ETF 1.7 33 2 5.1 -1.1
HLGE Hartford Longevity Economy ETF 1.7 44 -9 5.5 -0.7
SDOG ALPS Sector Dividend Dogs ETF 1.7 36 -1 9.3 +3.1
PEY Invesco High Yield Equity Dividend Achievers ETF 1.7 52 -17 9.9 +3.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.7 39 -4 10.3 +4.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.7 30 5 7.4 +1.1
ACSI American Customer Satisfaction ETF 1.7 65 -30 5.2 -1.0
MDLV Morgan Dempsey Large Cap Value ETF 1.7 58 -23 7.0 +0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 26 5.5 -0.8
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 8.3 +2.1
MGC Vanguard Mega Cap ETF 1.7 7 28 5.1 -1.1
URTH iShares MSCI World ETF 1.7 24 11 5.5 -0.8
ILCG iShares Morningstar Growth ETF 1.7 4 31 4.1 -2.1
CSMD Congress SMid Growth ETF 1.7 69 -34 4.2 -2.0
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -25 9.6 +3.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -24 4.0 -2.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 26 4.0 -2.3
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 7 5.7 -0.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 17 5.1 -1.2
VBK Vanguard Small-Cap Growth ETF 1.6 7 28 1.7 -4.5
PWB Invesco Large Cap Growth ETF 1.6 56 -21 3.2 -3.1
ACVF American Conservative Values ETF 1.6 75 -40 4.5 -1.8
IWL iShares Russell Top 200 ETF 1.6 15 20 5.1 -1.2
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -1 5.1 -1.1
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 5.9 -0.4
SURE AdvisorShares Insiders Advantage ETF 1.6 90 -55 10.0 +3.7
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 25 6.1 -0.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 15 20 5.3 -0.9
SLYG SPDR S&P 600 Small Cap Growth ETF 1.5 15 20 5.1 -1.2
STXG Strive 1000 Growth ETF 1.5 18 17 4.2 -2.0
EES WisdomTree U.S. SmallCap Fund 1.5 38 -3 9.1 +2.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -30 8.6 +2.3
RFFC ALPS Active Equity Opportunity ETF 1.5 48 -13 4.5 -1.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 10 6.6 +0.3
CGGO Capital Group Global Growth Equity ETF 1.5 47 -12 5.0 -1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.5 20 15 5.5 -0.7
RECS Columbia Research Enhanced Core ETF 1.5 15 20 6.2 -0.1
JSML Janus Henderson Small Cap Growth Alpha ETF 1.5 30 5 8.6 +2.4
VT Vanguard Total World Stock ETF 1.5 7 28 6.3 +0.0
ACWI iShares MSCI ACWI ETF 1.5 32 3 6.0 -0.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.5 49 -14 4.3 -1.9
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 20 5.3 -0.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 16 6.5 +0.2
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.8 -1.5
SNPG Xtrackers S&P 500 Growth ESG ETF 1.5 15 20 4.5 -1.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.5 5 30 7.1 +0.9
ROSC Hartford Multifactor Small Cap ETF 1.4 34 1 9.0 +2.7
IWO iShares Russell 2000 Growth ETF 1.4 24 11 1.5 -4.8
DGT SPDR Global Dow ETF 1.4 50 -15 7.5 +1.2
VTWG Vanguard Russell 2000 Growth ETF 1.4 15 20 1.5 -4.7
ITEQ BlueStar Israel Technology ETF 1.4 75 -40 2.1 -4.2
WBIY WBI Power Factor High Dividend ETF 1.4 100 -65 13.4 +7.1
RSSL Global X Russell 2000 ETF 1.4 8 27 3.6 -2.7
IWM iShares Russell 2000 ETF 1.4 19 16 3.6 -2.6
VTWO Vanguard Russell 2000 ETF 1.3 10 25 3.8 -2.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.9 +0.6
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.4 -1.9
IWN iShares Russell 2000 Value ETF 1.3 24 11 5.8 -0.5
TMAT Main Thematic Innovation ETF 1.3 164 -129 -1.5 -7.8
FCPI Fidelity Stocks for Inflation ETF 1.3 15 20 7.8 +1.5
VTWV Vanguard Russell 2000 Value ETF 1.3 15 20 5.9 -0.3
ITAN Sparkline Intangible Value ETF 1.3 50 -15 6.5 +0.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -40 4.2 -2.1
GINX SGI Enhanced Global Income ETF 1.2 98 -63 7.3 +1.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.2 65 -30 2.3 -4.0
PSC Principal U.S. Small-Cap ETF 1.2 38 -3 6.9 +0.7
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 10 6.6 +0.3
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 -4 8.3 +2.0
VOT Vanguard Mid-Cap Growth ETF 1.1 7 28 3.7 -2.6
FFND Future Fund Active ETF 1.1 100 -65 4.7 -1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 6 7.4 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.1 49 -14 4.9 -1.3
DURA VanEck Durable High Dividend ETF 1.1 29 6 8.5 +2.2
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -15 4.8 -1.4
FDMO Fidelity Momentum Factor ETF 1.0 15 20 4.1 -2.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.0 35 0 9.2 +3.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 23 4.8 -1.4
FESM Fidelity Enhanced Small Cap ETF 1.0 28 7 3.8 -2.4
TMFC Motley Fool 100 Index ETF 0.9 50 -15 4.1 -2.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.9 4 31 4.4 -1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 -4 4.0 -2.2
GLOF iShares Global Equity Factor ETF 0.9 20 15 6.8 +0.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 5.7 -0.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.8 38 -3 10.1 +3.9
KOMP SPDR S&P Kensho New Economies Composite ETF 0.8 20 15 3.7 -2.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 6.1 -0.1
ISMD Inspire Small/Mid Cap ETF 0.8 54 -19 4.7 -1.6
IWF iShares Russell 1000 Growth ETF 0.8 19 16 4.8 -1.5
VONG Vanguard Russell 1000 Growth ETF 0.8 8 27 4.9 -1.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 73 -38 9.9 +3.6
CGDG Capital Group Dividend Growers ETF 0.7 47 -12 6.3 +0.1
IOO iShares Global 100 ETF 0.7 41 -6 5.4 -0.9
DUHP Dimensional US High Profitability ETF 0.7 21 14 6.6 +0.3
ISRA VanEck Israel ETF 0.7 59 -24 7.8 +1.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 12.6 +6.4
IWY iShares Russell Top 200 Growth ETF 0.6 20 15 4.9 -1.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 8.7 +2.4
FINX Global X FinTech ETF 0.6 68 -33 2.6 -3.6
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 7.7 +1.5
JGRO JPMorgan Active Growth ETF 0.6 44 -9 3.9 -2.4
VIDI Vident International Equity Strategy ETF 0.5 61 -26 12.0 +5.7
TTAC FCF US Quality ETF 0.5 59 -24 6.1 -0.2
TXS Texas Capital Texas Equity Index ETF 0.5 49 -14 5.1 -1.2
FDG American Century Focused Dynamic Growth ETF 0.5 45 -10 2.4 -3.9
AIEQ AI Powered Equity ETF 0.4 75 -40 4.1 -2.1
HDV iShares Core High Dividend ETF 0.4 8 27 6.7 +0.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 14 4.3 -2.0
MGK Vanguard Mega Cap Growth ETF 0.3 7 28 4.5 -1.8
APIE ActivePassive International Equity ETF 0.3 45 -10 7.7 +1.4
OEF iShares S&P 100 ETF 0.3 20 15 5.1 -1.2
VUG Vanguard Growth ETF 0.3 4 31 4.3 -1.9
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -40 7.0 +0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 5.4 -0.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.3 +0.0
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -24 3.4 -2.9
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 17 4.7 -1.6
ABFL Abacus FCF Leaders ETF 0.2 59 -24 5.8 -0.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 -12 9.8 +3.5
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.7 -1.6

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

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

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.0 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.71 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.