SPDR S&P Insurance ETF
ALTAR
Score™
6.8% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
10.3x P/Sales
ratio
1.2x
P/BV
ratio
1.5x 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) $702
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 49
Wgt avg mkt cap (mns) $26,890
Large cap (>$10bn) 63.9%
Mid cap ($2-10bn) 36.1%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
LINCOLN NATIONAL CORP 2.4 %
ALLSTATE CORP 2.3 %
FIRST AMERICAN FINANCIAL 2.3 %
ARCH CAPITAL GROUP LTD 2.3 %
AXIS CAPITAL HOLDINGS LTD 2.2 %
OLD REPUBLIC INTL CORP 2.2 %
UNUM GROUP 2.2 %
HARTFORD FINANCIAL SVCS GRP 2.2 %
REINSURANCE GROUP OF AMERICA 2.2 %
PROGRESSIVE CORP 2.2 %
Total 22.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 79.7 %
BERMUDA 11.8 %
SWITZERLAND 2.1 %
IRELAND 2.1 %
BRITAIN 2.1 %






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.
15.6% 34.9% 13.2% 11.7% 8.0%

Market Correlations
versus... Beta R-squared
S&P500 0.66 47%
MSCI EAFE 0.66 43%
MSCI Emg. Mkts. 0.38 15%

Technical Indicators
Recent close $48.07
30d moving avg. $44.54
Annualized volatility 17.1%
Short interest (ETF) 16.0%
Short interest (Underlying) 2.3%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 885
Turnover 6.1%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,250

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 555 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™: 6.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH KIE
Ticker Fund
Name
Overlap1
vs KIE
(%)
Expense
ratio
(bp)
Savings
vs KIE
(bp)
ALTAR
Score™
(%)
ALTAR
vs KIE
(%)
IAK iShares U.S. Insurance ETF 51.2 40 -5 6.4 -0.4
KBWP Invesco KBW Property & Casualty Insurance ETF 38.6 35 0 6.0 -0.9
FXO First Trust Financials AlphaDEX Fund 31.9 62 -27 9.6 +2.7
RSPF Invesco S&P 500 Equal Weight Financials ETF 31.1 40 -5 7.3 +0.5
IYF iShares U.S. Financials ETF 22.3 40 -5 6.5 -0.3
PFI Invesco Dorsey Wright Financial Momentum ETF 22.3 60 -25 6.4 -0.4
VFH Vanguard Financials ETF 17.0 10 25 6.6 -0.2
FNCL Fidelity MSCI Financials Index ETF 16.8 8 27 6.7 -0.2
XLF Financial Select Sector SPDR Fund 16.5 9 26 6.2 -0.7
SPMV Invesco S&P 500 Minimum Variance ETF 14.3 10 25 5.7 -1.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.7 40 -5 6.8 -0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 11.8 60 -25 4.4 -2.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 11.7 12 23 5.6 -1.2
CZA Invesco Zacks Mid-Cap ETF 11.6 72 -37 6.4 -0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 11.1 60 -25 7.0 +0.2
SPVM Invesco S&P 500 Value with Momentum ETF 11.0 39 -4 8.5 +1.6
USMV iShares MSCI USA Min Vol Factor ETF 10.2 15 20 6.1 -0.7
FOVL iShares Focused Value Factor ETF 10.1 25 10 10.3 +3.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 10.0 20 15 4.6 -2.2
IPDP Dividend Performers ETF 9.9 122 -87 4.9 -2.0
VOE Vanguard Mid-Cap Value ETF 9.5 7 28 7.6 +0.7
IXG iShares Global Financials ETF 9.5 42 -7 7.1 +0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.3 65 -30 3.9 -3.0
USVT US Value ETF 9.3 49 -14 11.3 +4.5
WTV WisdomTree US Value Fund of Benef Interest 8.7 12 23 8.7 +1.9
XMLV Invesco S&P MidCap Low Volatility ETF 8.6 25 10 7.0 +0.1
PKW Invesco Buyback Achievers ETF 8.2 62 -27 7.1 +0.3
DIP BTD Capital Fund 8.1 129 -94 5.2 -1.6
RUFF Alpha Dog ETF 8.1 94 -59 4.7 -2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.8 25 10 5.9 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 7.8 25 10 5.8 -1.0
ALTL Pacer Lunt Large Cap Alternator ETF 7.7 60 -25 5.5 -1.3
XMHQ Invesco S&P MidCap Quality ETF 7.7 25 10 7.0 +0.1
FTA First Trust Large Cap Value AlphaDEX Fund 7.7 59 -24 8.4 +1.5
RPV Invesco S&P 500 Pure Value ETF 7.6 35 0 10.2 +3.3
SIXL ETC 6 Meridian Low Beta Equity ETF 7.5 80 -45 5.2 -1.6
DFNL Davis Select Financial ETF 7.5 63 -28 7.2 +0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.4 15 20 7.0 +0.1
FDLO Fidelity Low Volatility Factor ETF 7.3 15 20 5.5 -1.3
ETHO Etho Climate Leadership U.S. ETF 7.3 47 -12 4.1 -2.8
USMF WisdomTree U.S. Multifactor Fund 7.3 28 7 7.0 +0.1
VAMO Cambria Value & Momentum ETF 7.2 61 -26 9.7 +2.9
NULV Nuveen ESG Large-Cap Value ETF 7.1 26 9 7.3 +0.4
DVY iShares Select Dividend ETF 7.1 38 -3 9.4 +2.6
IMCV iShares Morningstar Mid-Cap Value ETF 7.1 6 29 8.1 +1.3
PY Principal Value ETF 7.1 15 20 7.6 +0.8
RUNN Running Oak Efficient Growth ETF 6.9 58 -23 4.9 -2.0
XMVM Invesco S&P MidCap Value with Momentum ETF 6.9 39 -4 10.8 +4.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.9 75 -40 6.6 -0.2
MDYV SPDR S&P 400 Mid Cap Value ETF 6.9 15 20 8.4 +1.5
ROE Astoria US Quality Kings ETF 6.9 49 -14 8.1 +1.3
IJJ iShares S&P Mid-Cap 400 Value ETF 6.9 18 17 8.3 +1.5
SYLD Cambria Shareholder Yield ETF 6.8 59 -24 11.6 +4.8
DFND Siren DIVCON Dividend Defender ETF 6.7 189 -154 4.2 -2.7
QDIV Global X S&P 500 Quality Dividend ETF 6.7 20 15 8.7 +1.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.6 60 -25 10.2 +3.4
EQRR ProShares Equities for Rising Rates ETF 6.5 35 0 7.9 +1.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.5 80 -45 6.7 -0.2
LEAD Siren DIVCON Leaders Dividend ETF 6.5 43 -8 5.2 -1.7
QLV FlexShares US Quality Low Volatility Index Fund 6.5 22 13 5.2 -1.7
IWS iShares Russell Mid-Cap Value ETF 6.4 23 12 6.7 -0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.4 50 -15 8.0 +1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.4 70 -35 5.1 -1.8
FSMO Fidelity Small-Mid Cap Opportunities ETF 6.3 60 -25 6.6 -0.2
GDIV Harbor Dividend Growth Leaders ETF 6.3 50 -15 6.1 -0.8
GLRY Inspire Faithward Mid Cap Momentum ETF 6.2 80 -45 8.1 +1.2
PSCF Invesco S&P SmallCap Financials ETF 6.2 29 6 10.6 +3.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 6.2 29 6 9.3 +2.4
TMDV ProShares Russell US Dividend Growers ETF 6.2 35 0 6.7 -0.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.2 60 -25 7.8 +0.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.2 55 -20 4.0 -2.9
LVOL American Century Low Volatility ETF 6.2 29 6 5.3 -1.6
MBOX Freedom Day Dividend ETF 6.1 39 -4 7.8 +1.0
FTCS First Trust Capital Strength ETF 6.1 55 -20 5.6 -1.2
PDP Invesco Dorsey Wright Momentum ETF 6.0 62 -27 3.6 -3.2
RDVY First Trust Rising Dividend Achievers ETF 5.9 50 -15 9.7 +2.9
FLV American Century Focused Large Cap Value ETF 5.9 42 -7 6.7 -0.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.9 35 0 7.2 +0.3
GVLU Gotham 1000 Value ETF 5.9 50 -15 7.5 +0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.8 35 0 6.1 -0.8
CFA VictoryShares US 500 Volatility Wtd ETF 5.8 35 0 6.1 -0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 5.8 40 -5 6.0 -0.9
PWV Invesco Large Cap Value ETF 5.6 55 -20 7.7 +0.9
DFLV Dimensional US Large Cap Value ETF 5.6 22 13 7.9 +1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.6 60 -25 5.6 -1.2
VFVA Vanguard U.S. Value Factor ETF 5.6 13 22 10.8 +4.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.6 15 20 7.7 +0.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.6 54 -19 6.3 -0.5
TPHD Timothy Plan High Dividend Stock ETF 5.6 52 -17 6.4 -0.5
JSTC Adasina Social Justice All Cap Global ETF 5.5 89 -54 4.8 -2.1
FAB First Trust Multi Cap Value AlphaDEX Fund 5.5 67 -32 9.5 +2.6
ZECP Zacks Earnings Consistent Portfolio ETF 5.4 55 -20 5.0 -1.8
RFV Invesco S&P Midcap 400 Pure Value ETF 5.4 35 0 8.9 +2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 5.3 12 23 6.9 +0.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.2 15 20 6.3 -0.6
VO Vanguard Mid-Cap ETF 5.2 4 31 5.9 -0.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 20 5.3 -1.5
SDY SPDR S&P Dividend ETF 5.2 35 0 6.4 -0.4
DON WisdomTree U.S. MidCap Dividend Fund 5.2 38 -3 8.7 +1.9
FBCV Fidelity Blue Chip Value ETF 5.2 59 -24 7.2 +0.4
FEX First Trust Large Cap Core AlphaDEX Fund 5.1 59 -24 5.6 -1.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.1 15 20 7.1 +0.3
AUSF Global X Adaptive U.S. Factor ETF 5.1 27 8 9.1 +2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.1 58 -23 5.4 -1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.1 52 -17 5.5 -1.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 5.0 48 -13 5.7 -1.2
FNK First Trust Mid Cap Value AlphaDEX Fund 5.0 70 -35 9.4 +2.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.0 30 5 8.0 +1.2
IWR iShares Russell Midcap ETF 4.9 19 16 5.8 -1.1
ULVM VictoryShares US Value Momentum ETF 4.9 20 15 7.5 +0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.9 18 17 6.4 -0.4
RWK Invesco S&P MidCap 400 Revenue ETF 4.9 39 -4 8.7 +1.9
VFMF Vanguard U.S. Multifactor ETF 4.9 18 17 8.7 +1.9
OALC OneAscent Large Cap Core ETF 4.9 86 -51 5.8 -1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.9 60 -25 9.7 +2.9
ACWV iShares MSCI Global Min Vol Factor ETF 4.9 20 15 6.8 -0.0
VBR Vanguard Small Cap Value ETF 4.9 7 28 8.3 +1.5
DBLV AdvisorShares DoubleLine Value Equity ETF 4.8 90 -55 7.4 +0.6
VYM Vanguard High Dividend Yield Index ETF 4.8 6 29 7.5 +0.6
QDF FlexShares Quality Dividend Index Fund 4.8 37 -2 5.0 -1.8
MDY SPDR S&P Midcap 400 ETF Trust 4.8 23 12 6.8 -0.0
IMCB iShares Morningstar Mid-Cap ETF 4.8 4 31 6.2 -0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 4.7 10 25 7.0 +0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.7 15 20 7.5 +0.7
JMOM JPMorgan U.S. Momentum Factor ETF 4.7 12 23 4.8 -2.1
SNPV Xtrackers S&P 500 Value ESG ETF 4.7 15 20 6.9 +0.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.7 3 32 7.0 +0.2
QUS SPDR MSCI USA StrategicFactors ETF 4.7 15 20 6.1 -0.8
IJH iShares Core S&P Mid-Cap ETF 4.7 5 30 7.0 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 4.7 42 -7 6.7 -0.2
ROUS Hartford Multifactor US Equity ETF 4.6 19 16 6.5 -0.4
VIG Vanguard Dividend Appreciation ETF 4.6 6 29 5.9 -1.0
AFLG First Trust Active Factor Large Cap ETF 4.6 55 -20 6.1 -0.7
FVD First Trust Value Line Dividend Index Fund 4.6 65 -30 6.2 -0.7
VTV Vanguard Value ETF 4.6 4 31 7.1 +0.3
SCHM Schwab U.S. Mid-Cap ETF 4.6 4 31 6.4 -0.5
YLDE ClearBridge Dividend Strategy ESG ETF 4.6 60 -25 5.6 -1.3
VLU SPDR S&P 1500 Value Tilt ETF 4.6 12 23 7.2 +0.3
VNMC Natixis Vaughan Nelson Mid Cap ETF 4.6 85 -50 4.4 -2.4
VEGN US Vegan Climate ETF 4.5 60 -25 4.6 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 6.5 -0.4
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 15 6.3 -0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.5 18 17 7.7 +0.9
OSCV Opus Small Cap Value ETF 4.5 79 -44 6.4 -0.4
AVLV Avantis U.S. Large Cap Value ETF 4.4 15 20 7.5 +0.7
USXF iShares ESG Advanced MSCI USA ETF 4.4 10 25 5.2 -1.7
CVY Invesco Zacks Multi-Asset Income ETF 4.4 106 -71 9.1 +2.3
EUSA iShares MSCI USA Equal Weighted ETF 4.4 9 26 6.2 -0.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.4 4 31 6.2 -0.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.4 60 -25 6.6 -0.3
STXV Strive 1000 Value ETF 4.4 18 17 8.0 +1.1
ABEQ Absolute Select Value ETF 4.3 85 -50 4.8 -2.0
SIZE iShares MSCI USA Size Factor ETF 4.3 15 20 6.1 -0.8
SMDY Syntax Stratified MidCap ETF 4.3 35 0 6.4 -0.5
DFUV Dimensional US Marketwide Value ETF 4.3 22 13 7.7 +0.9
BGIG Bahl & Gaynor Income Growth ETF 4.3 45 -10 5.4 -1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.3 24 11 8.1 +1.2
FSMD Fidelity Small-Mid Multifactor ETF 4.3 15 20 7.7 +0.9
FUNL CornerCap Fundametrics Large-Cap ETF 4.2 50 -15 7.0 +0.2
DEMZ Democratic Large Cap Core ETF 4.2 45 -10 4.2 -2.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.2 25 10 8.9 +2.1
SPVU Invesco S&P 500 Enhanced Value ETF 4.2 13 22 9.4 +2.6
DIVS SmartETFs Dividend Builder ETF 4.2 65 -30 4.7 -2.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.0 -0.8
VONV Vanguard Russell 1000 Value ETF 4.2 8 27 6.8 -0.0
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 17 5.7 -1.2
RNMC First Trust Mid Cap US Equity Select ETF 4.1 60 -25 8.0 +1.1
IWD iShares Russell 1000 Value ETF 4.1 19 16 6.7 -0.2
EQUL IQ Engender Equality ETF 4.1 45 -10 7.0 +0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.0 15 20 6.5 -0.4
HAPY Harbor Human Capital Factor Unconstrained ETF 4.0 50 -15 4.8 -2.1
HOMZ Hoya Capital Housing ETF 4.0 30 5 8.3 +1.5
EZM WisdomTree U.S. MidCap Fund 4.0 38 -3 8.3 +1.4
PFM Invesco Dividend Achievers ETF 4.0 53 -18 5.8 -1.1
JQUA JPMorgan U.S. Quality Factor ETF 4.0 12 23 5.7 -1.1
SCHV Schwab U.S. Large-Cap Value ETF 4.0 4 31 6.8 -0.0
FNX First Trust Mid Cap Core AlphaDEX Fund 3.9 60 -25 6.1 -0.7
DEUS Xtrackers Russell US Multifactor ETF 3.9 17 18 7.1 +0.3
DFAT Dimensional U.S. Targeted Value ETF 3.9 28 7 8.4 +1.6
FTGS First Trust Growth Strength ETF 3.9 60 -25 6.4 -0.5
JEPI JPMorgan Equity Premium Income ETF 3.9 35 0 5.3 -1.6
DIVB iShares Core Dividend ETF 3.9 5 30 8.1 +1.3
NUDV Nuveen ESG Dividend ETF 3.9 26 9 7.6 +0.8
AFMC First Trust Active Factor Mid Cap ETF 3.9 65 -30 7.6 +0.7
IUSV iShares Core S&P US Value ETF 3.9 4 31 6.9 +0.1
SSPY Syntax Stratified LargeCap ETF 3.8 30 5 6.6 -0.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.8 12 23 7.6 +0.7
EVUS iShares ESG Aware MSCI USA Value ETF 3.8 18 17 6.8 -0.1
MAGA Point Bridge America First ETF 3.7 72 -37 6.4 -0.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 -3 8.6 +1.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 0 8.6 +1.8
NULC Nuveen ESG Large-Cap ETF 3.7 21 14 5.5 -1.4
PRF Invesco FTSE RAFI US 1000 ETF 3.7 39 -4 7.4 +0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.7 37 -2 4.9 -2.0
IVE iShares S&P 500 Value ETF 3.7 18 17 6.7 -0.1
SPYV SPDR Portfolio S&P 500 Value ETF 3.7 4 31 6.8 0.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.7 7 28 5.8 -1.1
PSET Principal Quality ETF 3.7 15 20 5.6 -1.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.6 25 10 7.2 +0.3
XMMO Invesco S&P MidCap Momentum ETF 3.6 34 1 5.1 -1.8
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 31 4 7.5 +0.6
JHML John Hancock Multifactor Large Cap ETF 3.6 29 6 5.6 -1.2
KRMA Global X Conscious Companies ETF 3.6 43 -8 5.8 -1.1
FLRG Fidelity U.S. Multifactor ETF 3.6 15 20 7.7 +0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.5 10 25 4.8 -2.1
FLLV Franklin U.S. Low Volatility ETF 3.5 29 6 6.0 -0.9
AVUS Avantis U.S. Equity ETF 3.5 15 20 6.1 -0.8
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 6.7 -0.1
FNDB Schwab Fundamental US Broad Market Index ETF 3.5 25 10 7.2 +0.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.5 10 25 4.8 -2.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.4 79 -44 6.2 -0.6
HKND Humankind US Stock ETF 3.4 11 24 7.0 +0.2
MGV Vanguard Mega Cap Value ETF 3.4 7 28 7.0 +0.1
FLDZ RiverNorth Patriot ETF 3.4 75 -40 5.9 -0.9
JAVA JPMorgan Active Value ETF 3.4 44 -9 6.5 -0.4
VB Vanguard Small-Cap ETF 3.3 5 30 5.4 -1.4
VFMV Vanguard U.S. Minimum Volatility ETF 3.3 13 22 5.4 -1.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.2 20 15 8.0 +1.2
JHDV John Hancock U.S. High Dividend ETF 3.2 34 1 6.5 -0.3
ONEY SPDR Russell 1000 Yield Focus ETF 3.2 20 15 10.1 +3.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.2 24 11 7.9 +1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.2 25 10 6.1 -0.8
NUMG Nuveen ESG Mid-Cap Growth ETF 3.2 31 4 3.7 -3.1
FDWM Fidelity Women's Leadership ETF 3.2 59 -24 4.8 -2.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.2 15 20 10.2 +3.4
DGRO iShares Core Dividend Growth ETF 3.2 8 27 6.6 -0.2
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 6 5.2 -1.7
KRUZ Unusual Whales Subversive Republican Trading ETF 3.2 75 -40 5.0 -1.9
NUSC Nuveen ESG Small-Cap ETF 3.1 31 4 5.2 -1.6
FDL First Trust Morningstar Dividend Leaders Index Fund 3.1 45 -10 10.1 +3.2
AVUV Avantis U.S. Small Cap Value ETF 3.1 25 10 10.3 +3.4
ILCV iShares Morningstar Value ETF 3.1 4 31 6.8 -0.1
KBWD Invesco KBW High Dividend Yield Financial ETF 3.1 384 -349 9.0 +2.2
GRPM Invesco S&P MidCap 400 GARP ETF 3.0 35 0 10.0 +3.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.0 9 26 5.7 -1.2
PWB Invesco Large Cap Growth ETF 3.0 56 -21 3.0 -3.8
BFOR ALPS Barron's 400 ETF 3.0 65 -30 6.6 -0.2
STXD Strive 1000 Dividend Growth ETF 3.0 35 0 5.5 -1.4
FDIV MarketDesk Focused U.S. Dividend ETF 3.0 35 0 9.0 +2.1
VFQY Vanguard U.S. Quality Factor ETF 2.9 13 22 7.3 +0.4
QWLD SPDR MSCI World StrategicFactors ETF 2.9 30 5 6.1 -0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.9 17 18 5.5 -1.3
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 18 5.7 -1.2
SMCP AlphaMark Actively Managed Small Cap ETF 2.8 90 -55 6.9 +0.0
JHSC John Hancock Multifactor Small Cap ETF 2.8 42 -7 6.3 -0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.8 29 6 6.3 -0.6
IUS Invesco RAFI Strategic US ETF 2.8 19 16 7.2 +0.4
ONEO SPDR Russell 1000 Momentum Focus ETF 2.8 20 15 7.1 +0.3
VSDA VictoryShares Dividend Accelerator ETF 2.8 35 0 6.1 -0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.8 95 -60 1.7 -5.2
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 26 5.0 -1.8
ISCV iShares Morningstar Small Cap Value ETF 2.7 6 29 8.3 +1.4
IWX iShares Russell Top 200 Value ETF 2.7 20 15 6.6 -0.2
ESGS Columbia U.S. ESG Equity Income ETF 2.7 35 0 6.4 -0.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 15 6.1 -0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 18 5.8 -1.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.7 15 20 5.8 -1.0
WBIY WBI Power Factor High Dividend ETF 2.7 100 -65 11.2 +4.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.7 75 -40 3.7 -3.2
BIBL Inspire 100 ETF 2.7 35 0 4.8 -2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.7 15 20 5.9 -1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.7 12 23 5.1 -1.8
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 29 4.3 -2.6
VXF Vanguard Extended Market ETF 2.6 6 29 4.0 -2.9
FMIL Fidelity New Millennium ETF 2.6 59 -24 4.3 -2.6
DSTL Distillate US Fundamental Stability & Value ETF 2.6 39 -4 7.8 +1.0
REVS Columbia Research Enhanced Value ETF 2.6 19 16 7.9 +1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.6 35 0 5.7 -1.1
VOOV Vanguard S&P 500 Value ETF 2.6 10 25 5.7 -1.2
DSI iShares MSCI KLD 400 Social ETF 2.5 25 10 5.1 -1.7
ADME Aptus Drawdown Managed Equity ETF 2.5 79 -44 4.3 -2.6
SFYX SoFi Next 500 ETF 2.5 0 35 5.6 -1.2
DFAU Dimensional US Core Equity Market ETF 2.5 12 23 5.4 -1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 20 4.9 -2.0
STXK Strive Small-Cap ETF 2.5 18 17 5.6 -1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.5 9 26 5.8 -1.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.5 25 10 5.7 -1.2
DTD WisdomTree U.S. Total Dividend Fund 2.5 28 7 6.6 -0.2
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 20 3.6 -3.2
PRAY FIS Christian Stock Fund 2.5 69 -34 5.9 -1.0
SCAP InfraCap Small Cap Income ETF 2.5 135 -100 7.4 +0.6
SMMD iShares Russell 2500 ETF 2.5 15 20 6.0 -0.8
ISCB iShares Morningstar Small-Cap ETF 2.5 4 31 5.4 -1.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.5 9 26 5.0 -1.8
ESGU iShares ESG Aware MSCI USA ETF 2.5 15 20 5.2 -1.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.4 38 -3 6.8 0.0
DFSV Dimensional US Small Cap Value ETF 2.4 31 4 9.1 +2.2
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 23 8.4 +1.6
DFAS Dimensional U.S. Small Cap ETF 2.4 26 9 6.1 -0.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.4 32 3 5.2 -1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 9 26 10.0 +3.2
DGRW WisdomTree US Quality Dividend Growth Fund 2.4 28 7 6.2 -0.7
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 6 7.2 +0.4
XVV iShares ESG Screened S&P 500 ETF 2.4 8 27 5.1 -1.8
CHGX AXS Change Finance ESG ETF 2.4 49 -14 5.0 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 -40 4.6 -2.2
VONE Vanguard Russell 1000 ETF 2.3 8 27 5.2 -1.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.1 -1.8
FTC First Trust Large Cap Growth AlphaDEX Fund 2.3 59 -24 2.8 -4.1
IWB iShares Russell 1000 ETF 2.3 15 20 5.1 -1.7
IYY iShares Dow Jones U.S. ETF 2.3 20 15 5.1 -1.8
YALL God Bless America ETF 2.3 65 -30 3.6 -3.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.3 56 -21 1.7 -5.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.3 106 -71 2.9 -3.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.3 3 32 5.4 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 2.3 10 25 5.1 -1.7
DFUS Dimensional U.S. Equity ETF 2.3 9 26 5.1 -1.7
SCHA Schwab U.S. Small-Cap ETF 2.3 4 31 4.9 -1.9
SCHK Schwab 1000 Index ETF 2.3 5 30 5.3 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 7 6.3 -0.5
VTI Vanguard Total Stock Market ETF 2.3 3 32 5.1 -1.8
VTHR Vanguard Russell 3000 ETF 2.3 10 25 5.1 -1.8
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 22 2.7 -4.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 32 5.1 -1.7
SCHB Schwab U.S. Broad Market ETF 2.3 3 32 5.2 -1.6
SCHX Schwab U.S. Large-Cap ETF 2.2 3 32 5.3 -1.6
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 29 2.5 -4.4
IWV iShares Russell 3000 ETF 2.2 20 15 5.0 -1.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 15 5.0 -1.8
UDI USCF Dividend Income Fund 2.2 65 -30 7.6 +0.8
INNO Harbor Disruptive Innovation ETF 2.2 75 -40 -3.5 -10.3
BKWO BNY Mellon Women's Opportunities ETF 2.2 50 -15 3.7 -3.1
SHE SPDR MSCI USA Gender Diversity ETF 2.2 20 15 4.9 -1.9
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 32 5.2 -1.6
PBUS Invesco MSCI USA ETF 2.2 4 31 5.2 -1.6
DIVY Sound Equity Dividend Income ETF 2.2 45 -10 10.7 +3.8
EDOW First Trust Dow 30 Equal Weight ETF 2.2 50 -15 6.0 -0.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.2 7 28 8.6 +1.8
DIA SPDR Dow Jones Industrial Average ETF Trust 2.2 16 19 5.9 -1.0
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 -24 4.9 -1.9
ISMD Inspire Small/Mid Cap ETF 2.2 54 -19 6.2 -0.7
VOO Vanguard S&P 500 ETF 2.2 3 32 5.3 -1.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 6 5.1 -1.7
ACSI American Customer Satisfaction ETF 2.2 65 -30 5.0 -1.8
CGDV Capital Group Dividend Value ETF 2.2 33 2 5.8 -1.0
FQAL Fidelity Quality Factor ETF 2.2 15 20 5.9 -1.0
MDLV Morgan Dempsey Large Cap Value ETF 2.2 58 -23 8.8 +2.0
DIVL Madison Dividend Value ETF 2.2 65 -30 6.2 -0.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.2 30 5 9.4 +2.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.2 36 -1 11.3 +4.5
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 26 10.3 +3.5
VLUE iShares MSCI USA Value Factor ETF 2.2 15 20 10.8 +4.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.2 78 -43 9.2 +2.3
CWS AdvisorShares Focused Equity ETF 2.2 84 -49 4.9 -2.0
COWS Amplify Cash Flow Dividend Leaders ETF 2.2 0 35 10.5 +3.7
SPY SPDR S&P 500 ETF Trust 2.2 9 26 5.2 -1.7
IVV iShares Core S&P 500 ETF 2.2 3 32 5.3 -1.6
VV Vanguard Large-Cap ETF 2.2 4 31 5.2 -1.6
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 33 5.3 -1.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.2 10 25 5.1 -1.7
CBSE Clough Select Equity ETF 2.2 85 -50 -2.3 -9.1
SNPE Xtrackers S&P 500 ESG ETF 2.2 10 25 5.3 -1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 5.2 -1.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.2 52 -17 7.0 +0.2
WCEO Hypatia Women CEO ETF 2.2 85 -50 5.2 -1.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.1 15 20 7.2 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 2.1 75 -40 5.3 -1.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -13 6.2 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.1 10 25 5.4 -1.4
CGUS Capital Group Core Equity ETF 2.1 33 2 4.7 -2.2
STRV Strive 500 ETF 2.1 5 30 5.2 -1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 24 5.2 -1.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.1 60 -25 4.0 -2.8
DUSA Davis Select U.S. Equity ETF 2.1 61 -26 7.2 +0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.1 70 -35 1.8 -5.0
TMFG Motley Fool Global Opportunities ETF 2.1 85 -50 3.3 -3.6
FPAG FPA Global Equity ETF 2.1 49 -14 5.7 -1.2
TOLL Tema Monopolies and Oligopolies ETF 2.1 75 -40 2.6 -4.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.1 29 6 8.2 +1.3
HDUS Hartford Disciplined US Equity ETF 2.1 19 16 6.2 -0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 28 5.2 -1.7
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.1 85 -50 4.9 -1.9
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -30 4.7 -2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 33 5.2 -1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 15 20 8.8 +2.0
TMFM Motley Fool Mid-Cap Growth ETF 2.1 85 -50 3.4 -3.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.1 14 21 5.4 -1.5
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 -1 9.7 +2.8
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 5.2 -1.6
EDOC Global X Telemedicine & Digital Health ETF Registered 2.1 68 -33 -5.5 -12.4
EQWL Invesco S&P 100 Equal Weight ETF 2.1 25 10 6.8 -0.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -29 2.1 -4.8
DWLD Davis Select Worldwide ETF 2.0 63 -28 5.8 -1.0
BOUT Innovator IBD Breakout Opportunities ETF 2.0 81 -46 2.9 -4.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.0 39 -4 9.6 +2.8
KONG Formidable Fortress ETF 2.0 89 -54 6.2 -0.7
VOTE TCW Transform 500 ETF 2.0 5 30 5.2 -1.7
AIEQ AI Powered Equity ETF 2.0 75 -40 6.1 -0.7
SUSA iShares MSCI USA ESG Select ETF 2.0 25 10 5.3 -1.5
SPGP Invesco S&P 500 GARP ETF 2.0 34 1 8.5 +1.6
GDEF Goldman Sachs Defensive Equity ETF 2.0 55 -20 4.4 -2.5
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 17 9.5 +2.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.9 7 28 5.2 -1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 -10 4.6 -2.2
APUE ActivePassive U.S. Equity ETF 1.9 45 -10 5.0 -1.9
SLYV SPDR S&P 600 Small Cap Value ETF 1.9 15 20 9.6 +2.7
BLES Inspire Global Hope ETF 1.9 61 -26 6.4 -0.5
GSPY Gotham Enhanced 500 ETF 1.9 50 -15 5.3 -1.6
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 10 5.6 -1.3
VOOG Vanguard S&P 500 Growth ETF 1.9 10 25 5.4 -1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -17 9.7 +2.9
EPS WisdomTree U.S. LargeCap Fund 1.9 8 27 6.3 -0.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.9 4 31 5.8 -1.0
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.8 -1.0
RVRB Reverb ETF 1.8 30 5 4.9 -1.9
RPG Invesco S&P 500 Pure Growth ETF 1.8 35 0 3.4 -3.5
SFY SoFi Select 500 ETF 1.8 0 35 5.2 -1.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.8 35 0 10.6 +3.8
TMFX Motley Fool Next Index ETF 1.8 50 -15 3.4 -3.5
VNSE Natixis Vaughan Nelson Select ETF 1.8 80 -45 3.2 -3.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.8 15 20 6.0 -0.9
CSMD Congress SMid Growth ETF 1.8 69 -34 4.2 -2.7
FVAL Fidelity Value Factor ETF 1.8 15 20 7.5 +0.7
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 23 7.9 +1.0
SCHD Schwab US Dividend Equity ETF 1.8 6 29 9.8 +3.0
CAML Congress Large Cap Growth ETF 1.7 66 -31 3.4 -3.4
RECS Columbia Research Enhanced Core ETF 1.7 15 20 5.6 -1.3
GDVD R3 Global Dividend Growth ETF 1.7 88 -53 5.9 -1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.7 80 -45 4.5 -2.3
VUSE Vident U.S. Equity Strategy ETF 1.7 50 -15 3.6 -3.2
ROSC Hartford Multifactor Small Cap ETF 1.7 34 1 10.2 +3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 15 5.6 -1.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 39 -4 4.9 -2.0
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.7 35 0 5.5 -1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -40 4.9 -2.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 5 7.7 +0.8
TOK iShares MSCI Kokusai ETF 1.7 26 9 5.3 -1.6
LCF Touchstone US Large Cap Focused ETF 1.7 69 -34 4.5 -2.4
DHS WisdomTree U.S. High Dividend Fund 1.7 38 -3 9.0 +2.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.7 75 -40 3.7 -3.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 26 5.7 -1.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 10 25 7.9 +1.1
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.6 42 -7 7.7 +0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.6 35 0 7.7 +0.9
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 7.7 +0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 23 7.9 +1.1
ACVF American Conservative Values ETF 1.6 75 -40 4.4 -2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 26 5.5 -1.4
DGT SPDR Global Dow ETF 1.6 50 -15 6.8 -0.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 10 6.9 +0.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.6 15 20 7.7 +0.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.6 65 -30 8.5 +1.7
MGC Vanguard Mega Cap ETF 1.6 7 28 5.1 -1.8
URTH iShares MSCI World ETF 1.6 24 11 5.4 -1.5
IJR iShares Core S&P Small Cap ETF 1.6 6 29 8.3 +1.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 32 8.4 +1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.5 52 -17 6.4 -0.5
ITAN Sparkline Intangible Value ETF 1.5 50 -15 6.1 -0.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.5 12 23 4.4 -2.4
IPO Renaissance IPO ETF 1.5 60 -25 -3.2 -10.1
QGRO American Century U.S. Quality Growth ETF 1.5 29 6 5.7 -1.1
IWL iShares Russell Top 200 ETF 1.5 15 20 5.0 -1.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -24 3.3 -3.6
VALQ American Century U.S. Quality Value ETF 1.5 29 6 7.4 +0.6
VT Vanguard Total World Stock ETF 1.4 7 28 5.8 -1.0
IWP iShares Russell Mid-Cap Growth ETF 1.4 23 12 3.8 -3.0
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -14 6.0 -0.9
ILCG iShares Morningstar Growth ETF 1.4 4 31 4.0 -2.8
ACWI iShares MSCI ACWI ETF 1.4 32 3 5.5 -1.4
WLDR Affinity World Leaders Equity ETF 1.4 67 -32 8.5 +1.6
SSLY Syntax Stratified SmallCap ETF 1.4 40 -5 7.6 +0.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.4 7 28 9.7 +2.9
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 20 5.4 -1.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 16 6.5 -0.4
XSMO Invesco S&P SmallCap Momentum ETF 1.3 39 -4 7.9 +1.1
STXG Strive 1000 Growth ETF 1.3 18 17 4.1 -2.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -14 10.6 +3.8
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 71 -36 0.9 -6.0
AFSM First Trust Active Factor Small Cap ETF 1.3 75 -40 7.8 +0.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.2 65 -30 -1.1 -8.0
VTWV Vanguard Russell 2000 Value ETF 1.2 15 20 5.9 -0.9
FDMO Fidelity Momentum Factor ETF 1.2 15 20 3.7 -3.2
IWN iShares Russell 2000 Value ETF 1.2 24 11 5.7 -1.2
AESR Anfield U.S. Equity Sector Rotation ETF 1.2 108 -73 4.3 -2.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 20 8.4 +1.5
VBK Vanguard Small-Cap Growth ETF 1.2 7 28 1.5 -5.4
PSC Principal U.S. Small-Cap ETF 1.2 38 -3 6.6 -0.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.2 29 6 7.5 +0.6
IJT iShares S&P Small-Cap 600 Growth ETF 1.2 18 17 7.1 +0.3
SLYG SPDR S&P 600 Small Cap Growth ETF 1.2 15 20 7.1 +0.3
NTZG Nuveen Global Net Zero Transition ETF 1.2 56 -21 4.9 -1.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 15 20 7.0 +0.2
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -54 9.2 +2.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.1 27 8 8.7 +1.8
CACG ClearBridge All Cap Growth ESG ETF 1.1 54 -19 3.3 -3.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.1 36 -1 4.8 -2.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 15 6.8 -0.1
SNPG Xtrackers S&P 500 Growth ESG ETF 1.0 15 20 4.7 -2.2
HLGE Hartford Longevity Economy ETF 1.0 44 -9 6.6 -0.2
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 31 4.5 -2.3
TTAI FCF International Quality ETF 1.0 59 -24 7.4 +0.6
FCPI Fidelity Stocks for Inflation ETF 1.0 15 20 8.6 +1.8
VTWO Vanguard Russell 2000 ETF 0.9 10 25 3.9 -3.0
DEW WisdomTree Global High Dividend Fund 0.9 58 -23 9.4 +2.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 -26 7.3 +0.5
IWM iShares Russell 2000 ETF 0.9 19 16 3.6 -3.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 31 4.5 -2.3
IVW iShares S&P 500 Growth ETF 0.9 18 17 4.4 -2.5
FPX First Trust US Equity Opportunities ETF 0.9 61 -26 0.6 -6.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 -3 6.9 +0.0
BTHM BlackRock Future U.S. Themes ETF 0.9 60 -25 4.2 -2.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.9 35 0 7.6 +0.7
XSLV Invesco S&P SmallCap Low Volatility ETF 0.9 25 10 7.0 +0.2
PID Invesco International Dividend Achievers ETF 0.9 53 -18 7.0 +0.1
SVAL iShares US Small Cap Value Factor ETF 0.8 20 15 11.7 +4.9
IWF iShares Russell 1000 Growth ETF 0.8 19 16 4.6 -2.2
VONG Vanguard Russell 1000 Growth ETF 0.8 8 27 4.7 -2.1
GLOF iShares Global Equity Factor ETF 0.8 20 15 7.1 +0.2
IWY iShares Russell Top 200 Growth ETF 0.8 20 15 4.7 -2.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -25 9.0 +2.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 0 7.3 +0.4
XSHQ Invesco S&P SmallCap Quality ETF 0.7 29 6 10.3 +3.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 -21 14.4 +7.6
SQEW LeaderShares Equity Skew ETF 0.7 81 -46 6.1 -0.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 31 4.2 -2.6
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 10 5.5 -1.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 1.2 -5.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 26 4.0 -2.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -14 4.9 -1.9
IOO iShares Global 100 ETF 0.7 41 -6 4.8 -2.1
VTWG Vanguard Russell 2000 Growth ETF 0.7 15 20 1.7 -5.1
IWO iShares Russell 2000 Growth ETF 0.7 24 11 1.4 -5.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -38 12.0 +5.2
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6 20 15 2.1 -4.7
VOT Vanguard Mid-Cap Growth ETF 0.6 7 28 4.2 -2.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 14 3.8 -3.0
DUHP Dimensional US High Profitability ETF 0.5 21 14 6.9 +0.1
VIDI Vident International Equity Strategy ETF 0.5 61 -26 12.2 +5.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 17 4.2 -2.6
JGRO JPMorgan Active Growth ETF 0.5 44 -9 3.3 -3.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 -3 8.3 +1.5
CGGO Capital Group Global Growth Equity ETF 0.4 47 -12 4.3 -2.6
RNSC Furst Trust Small Cap US Equity Select ETF 0.4 60 -25 8.5 +1.6
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -65 4.3 -2.5
SPMO Invesco S&P 500 Momentum ETF 0.4 13 22 3.6 -3.2
TXS Texas Capital Texas Equity Index ETF 0.4 49 -14 5.6 -1.2
HDV iShares Core High Dividend ETF 0.4 8 27 8.3 +1.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 -4 4.6 -2.2
OEF iShares S&P 100 ETF 0.3 20 15 5.0 -1.9
TTAC FCF US Quality ETF 0.3 59 -24 6.5 -0.4
IETC iShares U.S. Tech Independence Focused ETF 0.3 18 17 4.3 -2.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 5 9.3 +2.5
MGK Vanguard Mega Cap Growth ETF 0.3 7 28 4.3 -2.6
VUG Vanguard Growth ETF 0.3 4 31 4.2 -2.7
TMFC Motley Fool 100 Index ETF 0.2 50 -15 3.9 -2.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -7 5.1 -1.7
CGGR Capital Group Growth ETF 0.2 39 -4 3.4 -3.5
EES WisdomTree U.S. SmallCap Fund 0.1 38 -3 10.5 +3.6
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.5 -2.3
TEQI T. Rowe Price Equity Income ETF 0.1 54 -19 4.2 -2.7
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -15 5.0 -1.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -22 3.5 -3.4
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -17 4.1 -2.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 5 4.6 -2.2
FDVV Fidelity High Dividend ETF 0.0 15 20 9.1 +2.2

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

  2019 2020 2021 2022 2023 2024E 2025E
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EPS growth   **% **% **% **% **% **%

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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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

OVERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.5 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.8 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.69 CATEGORY
AVERAGE
1.55
 
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.