SPDR S&P Insurance ETF
ALTAR
Score™		 6.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 12.5x P/Sales
ratio		 1.2x
P/BV
ratio		 1.5x 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) $837
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) $24,843
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
OSCAR HEALTH, INC. CLASS A 2.6 %
GENWORTH FINANCIAL INC-CL A 2.1 %
BRP GROUP INC CLASS A 2.0 %
BROWN & BROWN INC 1.9 %
FIRST AMERICAN FINANCIAL 1.9 %
LINCOLN NATIONAL CORP 1.9 %
ASSURED GUARANTY LTD 1.9 %
OLD REPUBLIC INTL CORP 1.9 %
AFLAC INC 1.9 %
RYAN SPECIALTY HOLDINGS, INC. CLAS 1.9 %
Total 19.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 80.7 %
BERMUDA 11.0 %
BRITAIN 1.9 %
IRELAND 1.8 %
SWITZERLAND 1.8 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
5.2% 17.6% 19.1% 12.1% 8.3%

Market Correlations
versus... Beta R-squared
S&P500 0.65 36%
MSCI EAFE 0.62 34%
MSCI Emg. Mkts. 0.26 6%

Technical Indicators
Recent close $59.17
30d moving avg. $58.74
Annualized volatility 18.3%
Short interest (ETF) 13.5%
Short interest (Underlying) 2.3%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 1,012
Turnover 7.2%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 631 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™: 6.6%


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 47.1 40 -5 6.8 +0.1
KBWP Invesco KBW Property & Casualty Insurance ETF 34.6 35 0 6.6 -0.0
FXO First Trust Financials AlphaDEX Fund 32.6 62 -27 8.6 +1.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 29.5 40 -5 6.7 +0.1
IYF iShares U.S. Financials ETF 19.8 40 -5 6.0 -0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 16.8 60 -25 4.8 -1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 16.6 60 -25 6.5 -0.1
IPDP Dividend Performers ETF 16.5 122 -87 5.2 -1.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 16.2 60 -25 7.8 +1.2
FNCL Fidelity MSCI Financials Index ETF 16.1 8 27 6.5 -0.2
VFH Vanguard Financials ETF 15.3 9 26 6.6 -0.1
FTDS First Trust Dividend Strength ETF 14.4 70 -35 8.0 +1.4
XLF Financial Select Sector SPDR Fund 14.3 8 27 5.9 -0.8
XMVM Invesco S&P MidCap Value with Momentum ETF 13.5 39 -4 9.9 +3.3
SPMV Invesco S&P 500 Minimum Variance ETF 13.3 10 25 5.4 -1.3
WTV WisdomTree US Value Fund of Benef Interest 12.7 12 23 9.4 +2.8
LYLD Cambria Large Cap Shareholder Yield ETF 12.7 59 -24 9.9 +3.3
AVIE Avantis  Inflation Focused Equity ETF 12.7 25 10 7.4 +0.7
LGCF Themes US Cash Flow Champions ETF 12.5 30 5 8.5 +1.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 12.5 40 -5 7.4 +0.8
USCF Themes US Cash Flow Champions ETF 12.4 29 6 9.1 +2.4
SPVM Invesco S&P 500 Value with Momentum ETF 12.2 39 -4 8.5 +1.9
RNMC First Trust Mid Cap US Equity Select ETF 11.6 60 -25 6.5 -0.1
RDVY First Trust Rising Dividend Achievers ETF 11.4 50 -15 7.6 +0.9
JOET Virtus Terranova US Quality Momentum ETF 10.9 29 6 4.8 -1.9
AVMV Avantis U.S. Mid Cap Value ETF 10.1 20 15 9.0 +2.4
SIXL ETC 6 Meridian Low Beta Equity ETF 10.1 80 -45 6.2 -0.5
SPGP Invesco S&P 500 GARP ETF 9.6 34 1 9.3 +2.7
VSDA VictoryShares Dividend Accelerator ETF 9.5 35 0 7.2 +0.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.5 12 23 5.8 -0.9
SMCF Themes US Small Cap Cash Flow Champions ETF 9.4 29 6 13.0 +6.4
FOVL iShares Focused Value Factor ETF 9.3 25 10 10.2 +3.6
FSCS First Trust SMID Capital Strength ETF 9.3 60 -25 7.1 +0.5
CZA Invesco Zacks Mid-Cap ETF 9.2 72 -37 6.6 -0.1
RNSC Furst Trust Small Cap US Equity Select ETF 9.2 60 -25 6.2 -0.5
FTCS First Trust Capital Strength ETF 9.1 55 -20 5.9 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 9.0 15 20 5.7 -0.9
VAMO Cambria Value & Momentum ETF 9.0 61 -26 6.4 -0.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.9 60 -25 8.5 +1.9
AVLV Avantis U.S. Large Cap Value ETF 8.9 15 20 8.0 +1.4
VOE Vanguard Mid-Cap Value ETF 8.8 7 28 7.9 +1.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 8.6 29 6 6.2 -0.4
PY Principal Value ETF 8.6 15 20 7.5 +0.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.5 20 15 6.0 -0.6
IMCV iShares Morningstar Mid-Cap Value ETF 8.3 6 29 8.4 +1.8
GVLU Gotham 1000 Value ETF 8.3 50 -15 9.2 +2.6
DFNL Davis Select Financial ETF 8.3 63 -28 7.7 +1.0
PWV Invesco Large Cap Value ETF 8.2 55 -20 7.5 +0.8
XMLV Invesco S&P MidCap Low Volatility ETF 8.2 25 10 7.6 +1.0
IXG iShares Global Financials ETF 8.1 42 -7 6.8 +0.2
RPV Invesco S&P 500 Pure Value ETF 8.0 35 0 10.8 +4.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 8.0 55 -20 10.7 +4.0
FTA First Trust Large Cap Value AlphaDEX Fund 8.0 59 -24 9.3 +2.7
PRXV Praxis Impact Large Cap Value ETF 8.0 36 -1 6.7 +0.0
SPVU Invesco S&P 500 Enhanced Value ETF 7.8 13 22 10.3 +3.6
PKW Invesco Buyback Achievers ETF 7.7 62 -27 7.5 +0.9
DEUS Xtrackers Russell US Multifactor ETF 7.7 17 18 7.1 +0.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.7 60 -25 7.0 +0.4
NUDV Nuveen ESG Dividend ETF 7.6 26 9 7.7 +1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.6 35 0 6.3 -0.4
RFV Invesco S&P Midcap 400 Pure Value ETF 7.6 35 0 13.8 +7.2
OCFS Otter Creek Focus Strategy ETF 7.6 85 -50 4.1 -2.6
LEAD Siren DIVCON Leaders Dividend ETF 7.5 43 -8 4.4 -2.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.4 +0.7
RUNN Running Oak Efficient Growth ETF 7.3 58 -23 4.9 -1.8
MBOX Freedom Day Dividend ETF 7.3 39 -4 7.7 +1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 7.3 50 -15 5.7 -0.9
EQRR ProShares Equities for Rising Rates ETF 7.3 35 0 8.5 +1.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.3 20 15 7.8 +1.2
PDP Invesco Dorsey Wright Momentum ETF 7.1 62 -27 4.1 -2.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 20 6.5 -0.2
DVY iShares Select Dividend ETF 7.0 38 -3 9.6 +2.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 7.0 80 -45 8.3 +1.6
BGDV Bahl & Gaynor Dividend ETF 6.9 45 -10 4.9 -1.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.9 15 20 9.4 +2.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.9 25 10 5.4 -1.3
SYLD Cambria Shareholder Yield ETF 6.8 59 -24 12.1 +5.5
SPLV Invesco S&P 500 Low Volatility ETF 6.8 25 10 5.3 -1.3
QUVU Hartford Quality Value ETF 6.8 46 -11 7.3 +0.7
USMF WisdomTree U.S. Multifactor Fund 6.8 28 7 6.9 +0.3
DON WisdomTree U.S. MidCap Dividend Fund 6.7 38 -3 9.1 +2.5
IWS iShares Russell Mid-Cap Value ETF 6.7 23 12 7.0 +0.4
VFMF Vanguard U.S. Multifactor ETF 6.6 18 17 8.4 +1.7
CFA VictoryShares US 500 Volatility Wtd ETF 6.5 35 0 6.0 -0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.5 40 -5 5.9 -0.7
AVMC Avantis U.S. Mid Cap Equity ETF 6.5 18 17 7.1 +0.5
PSCF Invesco S&P SmallCap Financials ETF 6.5 29 6 9.8 +3.2
TPHD Timothy Plan High Dividend Stock ETF 6.4 52 -17 7.2 +0.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.4 70 -35 4.8 -1.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.4 54 -19 7.1 +0.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.4 30 5 8.5 +1.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.3 52 -17 5.6 -1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.2 58 -23 5.5 -1.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.2 18 17 5.8 -0.8
TMDV ProShares Russell US Dividend Growers ETF 6.2 35 0 6.7 +0.0
AZTD Aztlan Global Stock Selection DM SMID ETF 6.1 75 -40 7.7 +1.0
IJJ iShares S&P Mid-Cap 400 Value ETF 6.1 18 17 9.2 +2.5
FEX First Trust Large Cap Core AlphaDEX Fund 6.0 59 -24 6.1 -0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.0 65 -30 3.5 -3.1
ZECP Zacks Earnings Consistent Portfolio ETF 6.0 55 -20 4.9 -1.7
MDYV SPDR S&P 400 Mid Cap Value ETF 6.0 15 20 9.2 +2.6
ROE Astoria US Quality Kings ETF 6.0 49 -14 6.7 +0.1
NULV Nuveen ESG Large-Cap Value ETF 6.0 26 9 6.4 -0.3
VFVA Vanguard U.S. Value Factor ETF 6.0 13 22 11.6 +5.0
DFLV Dimensional US Large Cap Value ETF 5.9 22 13 8.1 +1.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.9 10 25 9.2 +2.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 5.9 25 10 5.4 -1.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.9 60 -25 6.4 -0.3
FAB First Trust Multi Cap Value AlphaDEX Fund 5.8 67 -32 10.5 +3.9
ONEO SPDR Russell 1000 Momentum Focus ETF 5.8 20 15 7.2 +0.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 5.7 35 0 7.3 +0.7
XMHQ Invesco S&P MidCap Quality ETF 5.7 25 10 7.4 +0.8
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 12 5.8 -0.8
XMMO Invesco S&P MidCap Momentum ETF 5.6 34 1 5.7 -0.9
QLV FlexShares US Quality Low Volatility Index Fund 5.6 22 13 5.8 -0.9
FLRG Fidelity U.S. Multifactor ETF 5.6 15 20 7.1 +0.4
GLRY Inspire Faithward Mid Cap Momentum ETF 5.6 80 -45 6.3 -0.3
ACWV iShares MSCI Global Min Vol Factor ETF 5.6 20 15 6.0 -0.7
EBI Longview Advantage ETF 5.5 35 0 6.8 +0.2
BRIF FIS Bright Portfolios Focused Equity ETF 5.5 65 -30 5.0 -1.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.5 30 5 4.5 -2.1
JQUA JPMorgan U.S. Quality Factor ETF 5.5 12 23 6.0 -0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.5 55 -20 4.2 -2.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.5 60 -25 6.2 -0.4
CVY Invesco Zacks Multi-Asset Income ETF 5.4 106 -71 12.2 +5.6
IWR iShares Russell Midcap ETF 5.3 19 16 6.0 -0.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 20 6.2 -0.4
IMCB iShares Morningstar Mid-Cap ETF 5.3 4 31 6.1 -0.5
AFMC First Trust Active Factor Mid Cap ETF 5.2 65 -30 9.0 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 5.2 13 22 3.2 -3.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 10 6.0 -0.6
VO Vanguard Mid-Cap ETF 5.2 4 31 5.9 -0.7
AVSU Avantis Responsible U.S. Equity ETF 5.2 15 20 6.2 -0.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 5.2 36 -1 12.4 +5.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.1 15 20 8.3 +1.7
ROUS Hartford Multifactor US Equity ETF 5.1 19 16 7.3 +0.7
FNK First Trust Mid Cap Value AlphaDEX Fund 5.0 70 -35 11.7 +5.0
BGIG Bahl & Gaynor Income Growth ETF 5.0 45 -10 5.5 -1.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.0 35 0 6.2 -0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 5.0 80 -45 4.5 -2.2
RWK Invesco S&P MidCap 400 Revenue ETF 5.0 39 -4 9.9 +3.3
XJH iShares ESG Screened S&P Mid-Cap ETF 5.0 12 23 7.4 +0.7
FUNL CornerCap Fundametrics Large-Cap ETF 4.9 50 -15 7.5 +0.8
FLV American Century Focused Large Cap Value ETF 4.9 42 -7 6.9 +0.3
FSMD Fidelity Small-Mid Multifactor ETF 4.9 15 20 7.4 +0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 15 6.4 -0.2
CHGX AXS Change Finance ESG ETF 4.9 49 -14 4.9 -1.7
LST Leuthold Select Industries ETF 4.9 91 -56 5.5 -1.1
LOWV AB US Low Volatility Equity ETF 4.8 48 -13 5.2 -1.5
FDLO Fidelity Low Volatility Factor ETF 4.8 15 20 5.5 -1.2
JHMM John Hancock Multifactor Mid Cap ETF 4.8 42 -7 6.6 -0.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 4.8 55 -20 4.8 -1.8
EZM WisdomTree U.S. MidCap Fund 4.8 38 -3 9.5 +2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.8 15 20 7.7 +1.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.8 30 5 6.9 +0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 11 8.4 +1.8
OSCV Opus Small Cap Value ETF 4.8 79 -44 6.8 +0.1
SDY SPDR S&P Dividend ETF 4.8 35 0 6.8 +0.2
YOKE Yoke Core ETF 4.8 42 -7 4.5 -2.2
RGEF Rockefeller Global Equity ETF 4.7 55 -20 4.9 -1.8
GDIV Harbor Dividend Growth Leaders ETF 4.7 50 -15 5.3 -1.3
MDY SPDR S&P Midcap 400 ETF Trust 4.7 24 11 7.5 +0.8
IJH iShares Core S&P Mid-Cap ETF 4.7 5 30 7.7 +1.0
VTV Vanguard Value ETF 4.6 4 31 7.0 +0.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.6 25 10 8.2 +1.6
STXV Strive 1000 Value ETF 4.6 18 17 8.3 +1.6
FVD First Trust Value Line Dividend Index Fund 4.6 65 -30 6.5 -0.1
DFSU Dimensional US Sustainability Core 1 ETF 4.6 18 17 5.5 -1.1
SHRY First Trust Bloomberg Shareholder Yield ETF 4.6 60 -25 7.9 +1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.5 60 -25 5.2 -1.4
IVOO Vanguard S&P Mid-Cap 400 ETF 4.5 7 28 7.6 +1.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 6.4 -0.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.5 3 32 7.7 +1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.5 50 -15 8.6 +2.0
USXF iShares ESG Advanced MSCI USA ETF 4.5 10 25 4.7 -2.0
VEGN US Vegan Climate ETF 4.4 60 -25 4.5 -2.1
AFLG First Trust Active Factor Large Cap ETF 4.4 55 -20 6.2 -0.4
STXM Strive Mid-Cap ETF 4.4 18 17 6.5 -0.1
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 15 6.5 -0.1
QUS SPDR MSCI USA StrategicFactors ETF 4.3 15 20 5.8 -0.9
SIZE iShares MSCI USA Size Factor ETF 4.3 15 20 5.9 -0.7
DFUV Dimensional US Marketwide Value ETF 4.3 22 13 7.8 +1.2
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 26 6.2 -0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.3 35 0 8.0 +1.4
AUSF Global X Adaptive U.S. Factor ETF 4.3 27 8 9.1 +2.4
VBR Vanguard Small Cap Value ETF 4.3 7 28 9.4 +2.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 6.3 -0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.3 38 -3 7.9 +1.3
AVUS Avantis U.S. Equity ETF 4.2 15 20 6.0 -0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.2 -0.5
SCHM Schwab U.S. Mid-Cap ETF 4.2 4 31 6.9 +0.3
FDLS Inspire Fidelis Multi Factor ETF 4.2 76 -41 5.4 -1.3
VIG Vanguard Dividend Appreciation ETF 4.2 5 30 5.7 -1.0
EQIN Columbia US Equity Income ETF 4.2 35 0 7.1 +0.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.2 7 28 6.3 -0.3
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 23 6.7 +0.1
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 6.9 +0.3
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.5 -0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 6 6.6 -0.1
VYM Vanguard High Dividend Yield Index ETF 4.1 6 29 7.3 +0.7
IWD iShares Russell 1000 Value ETF 4.1 19 16 6.6 -0.0
VONV Vanguard Russell 1000 Value ETF 4.1 7 28 6.7 +0.1
DFVX Dimensional US Large Cap Vector ETF 4.0 22 13 6.3 -0.3
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 6.8 +0.2
DFAT Dimensional U.S. Targeted Value ETF 4.0 28 7 9.9 +3.3
FNX First Trust Mid Cap Core AlphaDEX Fund 4.0 60 -25 7.9 +1.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.0 65 -30 6.5 -0.1
HOMZ Hoya Capital Housing ETF 3.9 30 5 9.1 +2.5
NUSC Nuveen ESG Small-Cap ETF 3.9 31 4 5.6 -1.0
JEPI JPMorgan Equity Premium Income ETF 3.9 35 0 5.5 -1.1
SFYX SoFi Next 500 ETF 3.9 0 35 6.1 -0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.9 35 0 5.6 -1.1
FDWM Fidelity Women's Leadership ETF 3.9 59 -24 5.1 -1.6
SCHV Schwab U.S. Large-Cap Value ETF 3.9 4 31 6.9 +0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 17 7.9 +1.3
DIVG Invesco S&P 500 High Dividend Growers ETF 3.8 39 -4 8.7 +2.0
PFM Invesco Dividend Achievers ETF 3.8 53 -18 5.4 -1.3
VLU SPDR S&P 1500 Value Tilt ETF 3.8 12 23 7.7 +1.1
JMOM JPMorgan U.S. Momentum Factor ETF 3.8 12 23 4.6 -2.1
YLDE ClearBridge Dividend Strategy ESG ETF 3.8 60 -25 5.8 -0.9
AVUV Avantis U.S. Small Cap Value ETF 3.8 25 10 10.6 +3.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.7 65 -30 3.8 -2.8
PTL Inspire 500 ETF 3.7 9 26 5.5 -1.2
JHML John Hancock Multifactor Large Cap ETF 3.7 29 6 5.5 -1.1
DIVS SmartETFs Dividend Builder ETF 3.7 65 -30 5.0 -1.7
FVAL Fidelity Value Factor ETF 3.7 15 20 7.1 +0.5
SMAP Amplify Small-Mid Cap Equity ETF 3.7 60 -25 5.6 -1.1
USSE Segall Bryant & Hamill Select Equity ETF 3.7 65 -30 4.3 -2.4
GRPM Invesco S&P MidCap 400 GARP ETF 3.7 35 0 9.4 +2.8
ABEQ Absolute Select Value ETF 3.7 85 -50 4.8 -1.8
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.6 -1.1
DEMZ Democratic Large Cap Core ETF 3.7 45 -10 4.6 -2.1
COWS Amplify Cash Flow Dividend Leaders ETF 3.7 0 35 12.5 +5.9
SPDV AAM S&P 500 High Dividend Value ETF 3.7 29 6 11.1 +4.4
FELV Fidelity Enhanced Large Cap Value ETF 3.7 18 17 6.9 +0.3
JHDV John Hancock U.S. High Dividend ETF 3.7 34 1 6.8 +0.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.7 48 -13 8.4 +1.7
RPG Invesco S&P 500 Pure Growth ETF 3.6 35 0 3.2 -3.4
BEEX BeeHive ETF 3.6 84 -49 4.4 -2.3
RJMG FT Raymond James Multicap Growth Equity ETF 3.6 85 -50 2.2 -4.4
PRAY FIS Christian Stock Fund 3.6 69 -34 5.1 -1.6
TMFM Motley Fool Mid-Cap Growth ETF 3.6 85 -50 2.5 -4.1
FMTM MarketDesk Focused U.S. Momentum ETF 3.6 45 -10 3.9 -2.7
DXUV Dimensional US Vector Equity ETF 3.6 28 7 6.5 -0.2
FYC First Trust Small Cap Growth AlphaDEX Fund 3.6 71 -36 0.5 -6.1
NULC Nuveen ESG Large-Cap ETF 3.6 21 14 4.8 -1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.6 17 18 6.1 -0.6
FBCV Fidelity Blue Chip Value ETF 3.5 59 -24 7.5 +0.9
MGV Vanguard Mega Cap Value ETF 3.5 7 28 6.7 +0.1
VFMV Vanguard U.S. Minimum Volatility ETF 3.5 13 22 5.7 -0.9
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 6.8 +0.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.5 10 25 4.5 -2.2
EPS WisdomTree U.S. LargeCap Fund 3.5 8 27 5.9 -0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.4 35 0 7.8 +1.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.4 75 -40 4.8 -1.8
JHSC John Hancock Multifactor Small Cap ETF 3.4 42 -7 7.0 +0.4
TPSC Timothy Plan US Small Cap Core ETF 3.4 52 -17 7.2 +0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 3.4 59 -24 2.8 -3.8
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 17 6.9 +0.2
ISCV iShares Morningstar Small Cap Value ETF 3.4 6 29 9.7 +3.1
RNIN Bushido Capital US SMID Cap Equity ETF 3.4 70 -35 5.1 -1.5
GOP Unusual Whales Subversive Republican Trading ETF 3.4 50 -15 5.9 -0.7
KRMA Global X Conscious Companies ETF 3.4 43 -8 6.0 -0.6
XSHQ Invesco S&P SmallCap Quality ETF 3.4 29 6 8.4 +1.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.4 38 -3 6.3 -0.3
FTGS First Trust Growth Strength ETF 3.4 60 -25 5.0 -1.7
DGRO iShares Core Dividend Growth ETF 3.3 8 27 6.6 -0.1
BLCV iShares Large Cap Value Active ETF 3.3 53 -18 7.6 +1.0
FLDZ RiverNorth Patriot ETF 3.3 75 -40 6.2 -0.5
MAGA Point Bridge America First ETF 3.3 72 -37 6.2 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.3 10 25 4.5 -2.2
IJK iShares S&P Mid-Cap 400 Growth ETF 3.3 17 18 6.1 -0.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.3 35 0 10.8 +4.2
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 6.3 -0.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.2 10 25 6.1 -0.5
DFAC Dimensional U.S. Core Equity 2 ETF 3.2 17 18 5.7 -0.9
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 5 6.1 -0.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.2 35 0 11.2 +4.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.2 64 -29 2.4 -4.3
PRF Invesco FTSE RAFI US 1000 ETF 3.2 39 -4 7.0 +0.4
NUMV Nuveen ESG Mid-Cap Value ETF 3.2 31 4 7.2 +0.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.2 15 20 4.7 -1.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.2 35 0 4.3 -2.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.2 24 11 8.1 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 26 5.7 -1.0
OPTZ Optimize Strategy Index ETF 3.2 50 -15 5.2 -1.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.2 15 20 6.1 -0.5
VB Vanguard Small-Cap ETF 3.1 5 30 6.3 -0.3
DCOR Dimensional US Core Equity 1 ETF 3.1 14 21 5.6 -1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.1 9 26 5.3 -1.3
ONEY SPDR Russell 1000 Yield Focus ETF 3.1 20 15 10.0 +3.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.1 25 10 5.9 -0.7
BKSE BNY Mellon US Small Cap Core Equity ETF 3.0 4 31 6.3 -0.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.0 60 -25 2.1 -4.5
DFAS Dimensional U.S. Small Cap ETF 3.0 26 9 6.8 +0.2
MODL VictoryShares WestEnd U.S. Sector ETF 3.0 42 -7 4.7 -2.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.0 12 23 4.7 -2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.0 9 26 5.0 -1.7
JSTC Adasina Social Justice All Cap Global ETF 3.0 89 -54 4.8 -1.8
STXD Strive 1000 Dividend Growth ETF 3.0 35 0 5.0 -1.7
INRO iShares U.S. Industry Rotation Active ETF 3.0 42 -7 4.7 -1.9
STXK Strive Small-Cap ETF 3.0 18 17 6.4 -0.3
ISCB iShares Morningstar Small-Cap ETF 2.9 4 31 6.4 -0.3
FNDX Schwab Fundamental US Large Co. Index ETF 2.9 25 10 7.3 +0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.9 95 -60 0.6 -6.0
ILCV iShares Morningstar Value ETF 2.9 4 31 6.8 +0.1
VXF Vanguard Extended Market ETF 2.9 5 30 4.9 -1.7
IUSV iShares Core S&P US Value ETF 2.9 4 31 6.6 0.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.9 48 -13 6.2 -0.5
SIXS ETC 6 Meridian Small Cap Equity ETF 2.9 89 -54 10.4 +3.7
REVS Columbia Research Enhanced Value ETF 2.9 19 16 7.9 +1.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.9 35 0 5.2 -1.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.8 70 -35 4.8 -1.9
FNDB Schwab Fundamental US Broad Market Index ETF 2.8 25 10 7.4 +0.8
TAX Cambria Tax Aware ETF 2.8 49 -14 5.3 -1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.8 15 20 6.4 -0.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.8 52 -17 6.4 -0.2
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -90 5.4 -1.2
DTD WisdomTree U.S. Total Dividend Fund 2.8 28 7 6.5 -0.2
IWX iShares Russell Top 200 Value ETF 2.7 20 15 6.4 -0.3
QDF FlexShares Quality Dividend Index Fund 2.7 37 -2 6.5 -0.2
VOOV Vanguard S&P 500 Value ETF 2.7 7 28 6.5 -0.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.7 39 -4 10.0 +3.4
IVE iShares S&P 500 Value ETF 2.7 18 17 6.4 -0.3
SPYV SPDR Portfolio S&P 500 Value ETF 2.7 4 31 6.5 -0.1
LVOL American Century Low Volatility ETF 2.7 29 6 4.8 -1.9
SCHA Schwab U.S. Small-Cap ETF 2.7 4 31 6.4 -0.2
SUSA iShares MSCI USA ESG Select ETF 2.7 25 10 4.9 -1.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.7 49 -14 4.6 -2.0
SMMD iShares Russell 2500 ETF 2.6 15 20 6.6 -0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.6 70 -35 3.1 -3.6
HEAL Global X HealthTech ETF 2.6 50 -15 -0.7 -7.4
FYX First Trust Small Cap Core AlphaDEX Fund 2.6 61 -26 6.6 -0.0
ESGV Vanguard ESG U.S. Stock ETF 2.6 9 26 4.9 -1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 20 5.0 -1.6
QVML Invesco S&P 500 QVM Multi-factor ETF 2.6 11 24 5.2 -1.5
HKND Humankind US Stock ETF 2.6 11 24 7.4 +0.7
DIVB iShares Core Dividend ETF 2.6 5 30 7.8 +1.2
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 10.8 +4.2
HDUS Hartford Disciplined US Equity ETF 2.6 19 16 5.9 -0.8
DFAU Dimensional US Core Equity Market ETF 2.5 12 23 5.2 -1.4
THRO iShares U.S. Thematic Rotation Active ETF 2.5 90 -55 4.0 -2.6
DSPY Tema S&P 500 Historical Weight ETF 2.5 18 17 5.3 -1.4
IUS Invesco RAFI Strategic US ETF 2.5 19 16 6.8 +0.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 29 3.0 -3.7
ADME Aptus Drawdown Managed Equity ETF 2.5 79 -44 4.2 -2.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.5 7 28 10.3 +3.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.5 20 15 7.1 +0.5
HAPS Harbor Human Capital Factor US Small Cap ETF 2.5 60 -25 4.3 -2.3
DSI iShares MSCI KLD 400 Social ETF 2.5 25 10 5.0 -1.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 20 7.7 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 23 5.3 -1.4
APUE ActivePassive U.S. Equity ETF 2.5 45 -10 4.8 -1.9
SPXV ProShares S&P 500 Ex-Health Care ETF 2.5 9 26 4.8 -1.9
SCHD Schwab US Dividend Equity ETF 2.4 6 29 10.1 +3.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.4 32 3 5.0 -1.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.4 75 -40 4.1 -2.5
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -10 9.7 +3.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.4 39 -4 6.2 -0.4
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 25 5.2 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 5.0 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 2.4 28 7 6.1 -0.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 6 4.5 -2.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.4 29 6 4.9 -1.8
XSLV Invesco S&P SmallCap Low Volatility ETF 2.3 25 10 7.6 +1.0
SPHQ Invesco S&P 500 Quality ETF 2.3 15 20 5.2 -1.4
IMCG iShares Morningstar Mid-Cap Growth ETF 2.3 6 29 4.1 -2.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 5.0 -1.6
BIBL Inspire 100 ETF 2.3 35 0 5.3 -1.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.3 19 16 5.3 -1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.2 -1.5
DHS WisdomTree U.S. High Dividend Fund 2.3 38 -3 8.3 +1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.3 60 -25 10.1 +3.4
ESGU iShares ESG Aware MSCI USA ETF 2.3 15 20 5.0 -1.7
FFLC Fidelity Fundamental Large Cap Core ETF 2.3 38 -3 4.7 -2.0
WCEO Hypatia Women CEO ETF 2.3 85 -50 4.5 -2.1
BKWO BNY Mellon Women's Opportunities ETF 2.3 50 -15 3.7 -2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 25 5.1 -1.6
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 4.9 -1.7
XVV iShares ESG Screened S&P 500 ETF 2.2 8 27 4.9 -1.7
MTUM iShares MSCI USA Momentum Factor ETF 2.2 15 20 3.6 -3.1
DFUS Dimensional U.S. Equity ETF 2.2 9 26 5.0 -1.7
FELC Fidelity Enhanced Large Cap Core ETF 2.2 18 17 5.4 -1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 33 5.1 -1.6
IWB iShares Russell 1000 ETF 2.2 15 20 5.0 -1.6
VONE Vanguard Russell 1000 ETF 2.2 7 28 5.1 -1.6
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 23 8.5 +1.9
VOTE TCW Transform 500 ETF 2.2 5 30 5.0 -1.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.2 3 32 5.3 -1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 35 5.0 -1.6
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 10.5 +3.9
VTI Vanguard Total Stock Market ETF 2.2 3 32 5.0 -1.6
IYY iShares Dow Jones U.S. ETF 2.2 20 15 4.9 -1.7
IWV iShares Russell 3000 ETF 2.2 20 15 4.9 -1.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 28 5.0 -1.7
VTHR Vanguard Russell 3000 ETF 2.2 7 28 5.0 -1.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 32 5.1 -1.6
SCHK Schwab 1000 Index ETF 2.2 5 30 5.1 -1.5
SFY SoFi Select 500 ETF 2.1 0 35 4.6 -2.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.1 7 28 5.1 -1.5
SCHB Schwab U.S. Broad Market ETF 2.1 3 32 5.2 -1.5
SHE SPDR MSCI USA Gender Diversity ETF 2.1 20 15 5.0 -1.6
SCHX Schwab U.S. Large-Cap ETF 2.1 3 32 5.1 -1.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 15 4.8 -1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 25 10.6 +4.0
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 32 5.0 -1.6
SUSL iShares ESG MSCI USA Leaders ETF 2.1 10 25 5.0 -1.6
VV Vanguard Large-Cap ETF 2.1 4 31 4.9 -1.7
ULVM VictoryShares US Value Momentum ETF 2.1 20 15 7.5 +0.8
VOO Vanguard S&P 500 ETF 2.0 3 32 5.1 -1.6
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 22 6.5 -0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 5.4 -1.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.0 15 20 4.3 -2.4
IVV iShares Core S&P 500 ETF 2.0 3 32 5.1 -1.5
SPY SPDR S&P 500 ETF Trust 2.0 9 26 5.0 -1.6
SLYV SPDR S&P 600 Small Cap Value ETF 2.0 15 20 10.6 +3.9
SPLG SPDR Portfolio S&P 500 ETF 2.0 2 33 5.1 -1.5
TMFX Motley Fool Next Index ETF 2.0 50 -15 2.7 -4.0
FQAL Fidelity Quality Factor ETF 2.0 15 20 5.8 -0.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -14 12.3 +5.7
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -40 5.1 -1.6
KBWD Invesco KBW High Dividend Yield Financial ETF 2.0 384 -349 13.8 +7.2
VALQ American Century U.S. Quality Value ETF 2.0 29 6 7.8 +1.2
ESIX SPDR S&P SmallCap 600 ESG ETF 2.0 12 23 8.4 +1.8
GQQQ Astoria US Quality Growth Kings ETF 2.0 35 0 4.8 -1.8
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.1 -0.6
PBUS Invesco MSCI USA ETF 2.0 4 31 5.0 -1.6
STRV Strive 500 ETF 2.0 5 30 4.9 -1.7
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 23 7.7 +1.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.0 8 27 5.1 -1.5
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 10 5.6 -1.1
OALC OneAscent Large Cap Core ETF 2.0 86 -51 4.2 -2.5
FDFF Fidelity Disruptive Finance ETF 2.0 50 -15 4.1 -2.6
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 6 7.3 +0.7
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 5.2 -1.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 0 10.0 +3.3
VLUE iShares MSCI USA Value Factor ETF 1.9 15 20 10.0 +3.3
FEGE First Eagle Global Equity ETF 1.9 79 -44 7.1 +0.4
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -20 5.8 -0.9
TOV JLens 500 Jewish Advocacy U.S. ETF 1.9 18 17 4.8 -1.8
MVPA Miller Value Partners Appreciation ETF 1.9 60 -25 9.4 +2.8
UDI USCF Dividend Income Fund 1.9 65 -30 8.4 +1.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -43 9.4 +2.8
DIVY Sound Equity Dividend Income ETF 1.9 45 -10 11.4 +4.7
DUSA Davis Select U.S. Equity ETF 1.9 61 -26 7.4 +0.8
DWLD Davis Select Worldwide ETF 1.9 63 -28 7.5 +0.9
LCF Touchstone US Large Cap Focused ETF 1.9 69 -34 4.4 -2.3
IJR iShares Core S&P Small Cap ETF 1.9 6 29 8.1 +1.5
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 -1 9.6 +3.0
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -17 10.3 +3.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 -4 12.5 +5.9
ACSI American Customer Satisfaction ETF 1.9 65 -30 4.8 -1.8
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 -23 7.6 +1.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 -4 3.1 -3.5
JPEF JPMorgan Equity Focus ETF 1.9 50 -15 4.4 -2.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 20 8.2 +1.6
BFOR ALPS Barron's 400 ETF 1.8 65 -30 6.2 -0.5
GGRW Gabelli Growth Innovators ETF 1.8 90 -55 2.3 -4.3
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -10 3.5 -3.2
CAML Congress Large Cap Growth ETF 1.8 66 -31 3.3 -3.4
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.6 -1.0
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 -2.9
TMFG Motley Fool Global Opportunities ETF 1.8 85 -50 3.9 -2.7
TOLL Tema Monopolies and Oligopolies ETF 1.8 75 -40 3.9 -2.7
EDOW First Trust Dow 30 Equal Weight ETF 1.8 50 -15 5.2 -1.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.8 7 28 7.6 +0.9
DIA SPDR Dow Jones Industrial Average ETF Trust 1.8 16 19 5.6 -1.1
SMRI Bushido Capital US Equity ETF 1.8 71 -36 9.4 +2.7
FEOE First Eagle Overseas Equity ETF 1.8 79 -44 8.3 +1.6
QGRO American Century U.S. Quality Growth ETF 1.8 29 6 3.5 -3.1
SAMT Strategas Macro Thematic Opportunities ETF 1.8 65 -30 2.9 -3.7
SXQG ETC 6 Meridian Quality Growth ETF 1.8 100 -65 4.7 -2.0
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -25 7.0 +0.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.8 29 6 6.4 -0.2
TOGA Tremblant Global ETF 1.8 69 -34 1.5 -5.2
GRNY Fundstrat Granny Shots US Large Cap ETF 1.8 75 -40 2.7 -3.9
ABIG Argent Large Cap ETF 1.8 49 -14 7.5 +0.9
LOGO Alpha Brands Consumption Leaders ETF 1.8 69 -34 6.2 -0.4
CGDV Capital Group Dividend Value ETF 1.8 33 2 4.6 -2.0
BLES Inspire Global Hope ETF 1.8 61 -26 6.9 +0.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.8 85 -50 4.0 -2.6
DIVL Madison Dividend Value ETF 1.8 65 -30 6.2 -0.5
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -14 4.7 -1.9
JGRW Jensen Quality Growth ETF 1.8 57 -22 4.7 -2.0
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.8 56 -21 2.6 -4.1
FDRR Fidelity Dividend ETF for Rising Rates 1.8 15 20 7.4 +0.7
QUAL iShares MSCI USA Quality Factor ETF 1.8 15 20 5.3 -1.3
ITEQ BlueStar Israel Technology ETF 1.8 75 -40 1.8 -4.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.8 30 5 9.2 +2.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 7 28 8.1 +1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.8 10 25 5.3 -1.3
ALIL Argent Focused Small Cap ETF 1.8 74 -39 7.3 +0.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 32 8.1 +1.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.8 65 -30 1.0 -5.6
CSMD Congress SMid Growth ETF 1.7 69 -34 3.9 -2.7
KONG Formidable Fortress ETF 1.7 89 -54 6.1 -0.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 26 4.7 -2.0
SVAL iShares US Small Cap Value Factor ETF 1.7 20 15 11.2 +4.5
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -50 3.4 -3.2
RVRB Reverb ETF 1.7 30 5 4.7 -1.9
JGLO JPMorgan Global Select Equity ETF 1.7 33 2 5.0 -1.7
HLGE Hartford Longevity Economy ETF 1.7 44 -9 757.4 +750.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.7 30 5 8.3 +1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 26 5.3 -1.4
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 7.8 +1.2
VBK Vanguard Small-Cap Growth ETF 1.7 7 28 2.0 -4.7
EES WisdomTree U.S. SmallCap Fund 1.7 38 -3 9.4 +2.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -17 6.8 +0.1
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -25 10.0 +3.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -24 3.9 -2.7
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 15 8.6 +2.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.6 73 -38 11.7 +5.1
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 7 5.6 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 15 6.1 -0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 26 5.9 -0.7
IWP iShares Russell Mid-Cap Growth ETF 1.6 23 12 3.5 -3.2
ACVF American Conservative Values ETF 1.6 75 -40 4.4 -2.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 17 5.7 -0.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 30 8.2 +1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -1 4.9 -1.8
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 5.7 -0.9
TOK iShares MSCI Kokusai ETF 1.6 26 9 5.2 -1.4
SURE AdvisorShares Insiders Advantage ETF 1.6 90 -55 10.4 +3.8
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 31 4.3 -2.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 25 5.8 -0.8
PSC Principal U.S. Small-Cap ETF 1.5 38 -3 7.0 +0.3
VTWG Vanguard Russell 2000 Growth ETF 1.5 10 25 1.5 -5.1
IWO iShares Russell 2000 Growth ETF 1.5 24 11 1.4 -5.2
CGGO Capital Group Global Growth Equity ETF 1.5 47 -12 4.7 -2.0
SLYG SPDR S&P 600 Small Cap Growth ETF 1.5 15 20 5.8 -0.9
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.9 -0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 16 6.5 -0.2
RSSL Global X Russell 2000 ETF 1.5 8 27 4.7 -2.0
SNPG Xtrackers S&P 500 Growth ESG ETF 1.5 15 20 4.5 -2.1
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.6 -2.0
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.4 -0.2
IWM iShares Russell 2000 ETF 1.5 19 16 4.7 -1.9
VTWO Vanguard Russell 2000 ETF 1.5 7 28 4.7 -1.9
URTH iShares MSCI World ETF 1.5 24 11 5.3 -1.4
VOOG Vanguard S&P 500 Growth ETF 1.4 7 28 4.2 -2.5
MGC Vanguard Mega Cap ETF 1.4 7 28 4.8 -1.9
IVW iShares S&P 500 Growth ETF 1.4 18 17 4.0 -2.6
SPYG SPDR Portfolio S&P 500 Growth ETF 1.4 4 31 4.2 -2.5
HGRO Hedgeye Quality Growth ETF 1.4 70 -35 3.3 -3.3
IWN iShares Russell 2000 Value ETF 1.4 24 11 8.1 +1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -30 7.4 +0.8
VTWV Vanguard Russell 2000 Value ETF 1.4 10 25 8.2 +1.6
ROSC Hartford Multifactor Small Cap ETF 1.4 34 1 10.1 +3.4
ETHO Etho Climate Leadership U.S. ETF 1.4 47 -12 5.5 -1.1
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 10 6.2 -0.4
SPMO Invesco S&P 500 Momentum ETF 1.4 13 22 3.7 -3.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.4 79 -44 4.5 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 15 5.8 -0.8
FFOX FundX Future Fund Opportunities ETF 1.4 100 -65 4.4 -2.2
WBIY WBI Power Factor High Dividend ETF 1.4 100 -65 16.0 +9.4
IWL iShares Russell Top 200 ETF 1.4 15 20 4.8 -1.9
ILCG iShares Morningstar Growth ETF 1.3 4 31 3.8 -2.9
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.9 -0.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.8 +0.2
DGT SPDR Global Dow ETF 1.3 50 -15 7.3 +0.7
VT Vanguard Total World Stock ETF 1.3 6 29 6.0 -0.6
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.3 -2.3
ACWI iShares MSCI ACWI ETF 1.3 32 3 5.7 -0.9
TMAT Main Thematic Innovation ETF 1.3 164 -129 -1.4 -8.0
FCPI Fidelity Stocks for Inflation ETF 1.3 15 20 7.7 +1.0
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -13 4.5 -2.1
PWB Invesco Large Cap Growth ETF 1.3 56 -21 2.8 -3.8
GSPY Gotham Enhanced 500 ETF 1.3 50 -15 5.4 -1.2
STXG Strive 1000 Growth ETF 1.3 18 17 4.0 -2.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 10 8.2 +1.6
AIEQ AI Powered Equity ETF 1.2 75 -40 3.8 -2.8
GURU Global X Guru Index ETF 1.2 75 -40 3.5 -3.2
ITAN Sparkline Intangible Value ETF 1.2 50 -15 6.8 +0.2
RND First Trust Bloomberg R&D Leaders ETF 1.2 60 -25 3.7 -2.9
FPX First Trust US Equity Opportunities ETF 1.2 61 -26 1.0 -5.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.1 12 23 7.7 +1.1
FFND Future Fund Active ETF 1.1 100 -65 4.4 -2.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 6 8.9 +2.3
XSMO Invesco S&P SmallCap Momentum ETF 1.1 39 -4 5.8 -0.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -40 3.7 -2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 -4 6.8 +0.2
FDMO Fidelity Momentum Factor ETF 1.0 15 20 3.8 -2.8
FFTY Innovator IBD 50 ETF 1.0 80 -45 0.5 -6.1
GINX SGI Enhanced Global Income ETF 1.0 98 -63 7.0 +0.4
VOT Vanguard Mid-Cap Growth ETF 1.0 7 28 3.6 -3.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.0 35 0 9.7 +3.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 23 4.6 -2.1
FESM Fidelity Enhanced Small Cap ETF 1.0 28 7 8.0 +1.4
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 -4 8.5 +1.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -14 4.9 -1.8
DUHP Dimensional US High Profitability ETF 0.9 21 14 6.5 -0.2
VUSE Vident U.S. Equity Strategy ETF 0.9 50 -15 4.6 -2.0
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 5.5 -1.1
ISRA VanEck Israel ETF 0.8 59 -24 7.1 +0.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.8 38 -3 10.5 +3.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 7.1 +0.5
ISMD Inspire Small/Mid Cap ETF 0.8 54 -19 6.3 -0.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 31 4.0 -2.6
AVUQ Avantis U.S. Quality ETF 0.7 15 20 4.9 -1.7
CGDG Capital Group Dividend Growers ETF 0.7 47 -12 6.2 -0.4
GLOF iShares Global Equity Factor ETF 0.7 20 15 6.8 +0.2
IWF iShares Russell 1000 Growth ETF 0.7 19 16 4.5 -2.2
VONG Vanguard Russell 1000 Growth ETF 0.7 7 28 4.6 -2.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 11.2 +4.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 9.7 +3.1
FINX Global X FinTech ETF 0.6 68 -33 2.2 -4.4
IWY iShares Russell Top 200 Growth ETF 0.6 20 15 4.6 -2.1
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 8.8 +2.2
IOO iShares Global 100 ETF 0.6 41 -6 5.0 -1.6
JGRO JPMorgan Active Growth ETF 0.6 44 -9 3.5 -3.1
TXS Texas Capital Texas Equity Index ETF 0.6 49 -14 5.7 -0.9
TMFC Motley Fool 100 Index ETF 0.5 50 -15 3.6 -3.1
TTAC FCF US Quality ETF 0.5 59 -24 6.0 -0.6
FDG American Century Focused Dynamic Growth ETF 0.5 45 -10 2.1 -4.6
VIDI Vident International Equity Strategy ETF 0.4 61 -26 11.5 +4.9
KOMP SPDR S&P Kensho New Economies Composite ETF 0.4 20 15 2.8 -3.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 14 3.9 -2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 17 4.2 -2.5
APIE ActivePassive International Equity ETF 0.3 45 -10 7.5 +0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 5.5 -1.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.5 -0.1
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -24 2.9 -3.7
OEF iShares S&P 100 ETF 0.3 20 15 4.7 -2.0
VUG Vanguard Growth ETF 0.2 4 31 4.1 -2.6
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 -1 4.1 -2.5
MGK Vanguard Mega Cap Growth ETF 0.2 7 28 4.1 -2.5
HDV iShares Core High Dividend ETF 0.1 8 27 7.0 +0.4
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 17 3.8 -2.8
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.2 -2.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 -12 9.7 +3.1

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:		 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 1.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.74 CATEGORY
AVERAGE		 1.59
 
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.