State Street SPDR S&P Insurance ETF
ALTAR
Score™		 7.1% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 12.2x P/Sales
ratio		 1.2x
P/BV
ratio		 1.6x Div.
yield		 1.8%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Nov 08, 2005
Assets (mns) $670
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 53
Wgt avg mkt cap (mns) $23,759
Large cap (>$10bn) 62.4%
Mid cap ($2-10bn) 34.2%
Small cap (<$2bn) 3.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
LEMONADE INC 3.0 %
BRIGHTHOUSE FINANCIAL, INC. 2.5 %
WHITE MOUNTAINS INSURANCE GP 2.2 %
MERCURY GENERAL CORP 2.2 %
RENAISSANCERE HOLDINGS LTD 2.1 %
PRINCIPAL FINANCIAL GROUP 2.1 %
ASSURED GUARANTY LTD 2.0 %
RYAN SPECIALTY HOLDINGS, INC. CLAS 2.0 %
OLD REPUBLIC INTL CORP 2.0 %
LOEWS CORP 2.0 %
Total 22.1 %

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






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


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

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

Technical Indicators
Recent close $58.54
30d moving avg. $58.24
Annualized volatility 16.7%
Short interest (ETF) 37.6%
Short interest (Underlying) 2.3%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 2,137
Turnover 18.7%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 652 potential alternatives to the State Street SPDR S&P Insurance ETF ETF based on the alternatives' overlap in portfolio holdings with KIE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: KIE Expense: 35 bp ALTAR Score™: 7.1%


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 48.6 40 -5 7.4 +0.3
KBWP Invesco KBW Property & Casualty Insurance ETF 35.4 35 0 7.4 +0.2
FXO First Trust Financials AlphaDEX Fund 30.2 62 -27 8.2 +1.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 29.9 40 -5 6.8 -0.4
IYF iShares U.S. Financials ETF 18.0 40 -5 6.0 -1.2
FNCL Fidelity MSCI Financials Index ETF 15.5 8 27 6.4 -0.7
FTDS First Trust Dividend Strength ETF 14.5 70 -35 8.6 +1.4
VFH Vanguard Financials ETF 14.1 9 26 6.4 -0.7
XLF The Financial Select Sector SPDR Fund 13.1 8 27 6.0 -1.2
XMVM Invesco S&P MidCap Value with Momentum ETF 13.1 39 -4 9.5 +2.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.0 40 -5 7.6 +0.5
LYLD Cambria Large Cap Shareholder Yield ETF 12.8 59 -24 9.8 +2.7
WTV WisdomTree US Value Fund of Benef Interest 12.8 12 23 8.9 +1.8
AVIE Avantis  Inflation Focused Equity ETF 12.5 25 10 7.2 +0.1
USCF Themes US Cash Flow Champions ETF 12.4 29 6 8.5 +1.4
CZA Invesco Zacks Mid-Cap ETF 12.1 72 -37 7.6 +0.4
SMCF Themes US Small Cap Cash Flow Champions ETF 12.0 29 6 11.6 +4.5
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 -4 7.6 +0.4
RDVY First Trust Rising Dividend Achievers ETF 11.7 50 -15 6.3 -0.8
RNMC First Trust Mid Cap US Equity Select ETF 11.6 60 -25 7.1 -0.0
LGCF Themes US Cash Flow Champions ETF 11.2 30 5 8.2 +1.0
JOET Virtus Terranova US Quality Momentum ETF 10.8 29 6 4.9 -2.2
GVLU Gotham 1000 Value ETF 10.3 50 -15 9.0 +1.9
AVMV Avantis U.S. Mid Cap Value ETF 10.2 20 15 8.9 +1.7
SIXL ETC 6 Meridian Low Beta Equity ETF 10.0 80 -45 6.5 -0.6
VSDA VictoryShares Dividend Accelerator ETF 9.7 35 0 7.5 +0.3
FSCS First Trust SMID Capital Strength ETF 9.7 60 -25 7.3 +0.2
ALTL Pacer Lunt Large Cap Alternator ETF 9.5 60 -25 4.9 -2.2
RNSC Furst Trust Small Cap US Equity Select ETF 9.5 60 -25 5.2 -2.0
SPGP Invesco S&P 500 GARP ETF 9.1 34 1 6.9 -0.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 9.1 12 23 6.1 -1.0
DFNL Davis Select Financial ETF 8.8 63 -28 7.4 +0.3
AVLV Avantis U.S. Large Cap Value ETF 8.8 15 20 7.8 +0.6
SHRY First Trust Bloomberg Shareholder Yield ETF 8.8 60 -25 10.7 +3.5
PWV Invesco Large Cap Value ETF 8.6 55 -20 7.7 +0.5
PY Principal Value ETF 8.5 15 20 7.3 +0.2
XMLV Invesco S&P MidCap Low Volatility ETF 8.4 25 10 7.5 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 8.3 10 25 5.7 -1.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.3 60 -25 7.1 -0.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 8.3 55 -20 10.5 +3.4
USMV iShares MSCI USA Min Vol Factor ETF 8.1 15 20 5.8 -1.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.1 25 10 5.7 -1.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.1 20 15 6.1 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.0 80 -45 7.6 +0.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 8.0 20 15 8.3 +1.2
RPV Invesco S&P 500 Pure Value ETF 7.9 35 0 10.3 +3.1
VOE Vanguard Mid-Cap Value ETF 7.9 7 28 7.8 +0.7
IMCV iShares Morningstar Mid-Cap Value ETF 7.9 6 29 8.2 +1.1
PKW Invesco Buyback Achievers ETF 7.7 62 -27 8.1 +1.0
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 22 10.1 +2.9
DEUS Xtrackers Russell US Multifactor ETF 7.6 17 18 7.0 -0.1
SYLD Cambria Shareholder Yield ETF 7.5 59 -24 12.6 +5.4
NUDV Nuveen ESG Dividend ETF 7.5 26 9 7.7 +0.5
FTA First Trust Large Cap Value AlphaDEX Fund 7.5 59 -24 8.9 +1.8
KAT Scharf ETF 7.5 87 -52 5.4 -1.8
HAPY Harbor Human Capital Factor Unconstrained ETF 7.5 50 -15 5.9 -1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.8 +0.6
MBOX Freedom Day Dividend ETF 7.5 39 -4 7.8 +0.6
DVY iShares Select Dividend ETF 7.4 38 -3 9.2 +2.1
RFV Invesco S&P Midcap 400 Pure Value ETF 7.3 35 0 13.0 +5.8
VAMO Cambria Value & Momentum ETF 7.3 61 -26 6.2 -0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.2 35 0 6.4 -0.8
PRXV Praxis Impact Large Cap Value ETF 7.2 36 -1 6.7 -0.4
IXG iShares Global Financials ETF 7.2 42 -7 6.6 -0.6
SPLV Invesco S&P 500 Low Volatility ETF 7.2 25 10 5.7 -1.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.0 15 20 6.7 -0.5
FVD First Trust Value Line Dividend Index Fund 7.0 65 -30 6.3 -0.8
CVY Invesco Zacks Multi-Asset Income ETF 6.9 106 -71 11.8 +4.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.9 29 6 7.5 +0.3
LEAD Siren DIVCON Leaders Dividend ETF 6.9 43 -8 4.4 -2.8
DON WisdomTree U.S. MidCap Dividend Fund 6.9 38 -3 9.2 +2.1
USMF WisdomTree U.S. Multifactor Fund 6.7 28 7 7.4 +0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.7 15 20 9.0 +1.8
VFMF Vanguard U.S. Multifactor ETF 6.7 18 17 7.7 +0.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.6 30 5 8.3 +1.1
FNK First Trust Mid Cap Value AlphaDEX Fund 6.6 70 -35 10.8 +3.6
BGDV Bahl & Gaynor Dividend ETF 6.6 45 -10 4.7 -2.4
RUNN Running Oak Efficient Growth ETF 6.6 58 -23 5.2 -1.9
AVMC Avantis U.S. Mid Cap Equity ETF 6.5 18 17 6.9 -0.3
TPHD Timothy Plan High Dividend Stock ETF 6.5 52 -17 7.2 +0.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.5 54 -19 7.2 +0.0
QUVU Hartford Quality Value ETF 6.4 46 -11 7.4 +0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.4 40 -5 6.1 -1.1
CFA VictoryShares US 500 Volatility Wtd ETF 6.4 35 0 6.1 -1.0
PSCF Invesco S&P SmallCap Financials ETF 6.3 29 6 9.5 +2.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.1 52 -17 5.8 -1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.1 58 -23 5.7 -1.5
FAB First Trust Multi Cap Value AlphaDEX Fund 6.1 67 -32 10.0 +2.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.0 70 -35 5.2 -2.0
ZECP Zacks Earnings Consistent Portfolio ETF 6.0 55 -20 4.9 -2.2
BRIF FIS Bright Portfolios Focused Equity ETF 6.0 65 -30 4.7 -2.4
TMDV ProShares Russell US Dividend Growers ETF 6.0 35 0 7.1 -0.1
VFVA Vanguard U.S. Value Factor ETF 5.9 13 22 10.6 +3.4
GKAT Scharf Global Opportunity ETF 5.8 57 -22 6.4 -0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.8 18 17 5.8 -1.4
XOEF iShares S&P 500 ex S&P 100 ETF 5.7 20 15 5.6 -1.5
EQRR ProShares Equities for Rising Rates ETF 5.7 35 0 7.8 +0.7
IJJ iShares S&P Mid-Cap 400 Value ETF 5.7 18 17 8.7 +1.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 5.6 36 -1 10.6 +3.4
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 12 6.0 -1.1
NULV Nuveen ESG Large-Cap Value ETF 5.6 26 9 6.3 -0.9
XMHQ Invesco S&P MidCap Quality ETF 5.6 25 10 7.0 -0.2
DFLV Dimensional US Large Cap Value ETF 5.6 22 13 7.5 +0.4
FLRG Fidelity U.S. Multifactor ETF 5.6 15 20 7.0 -0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.6 60 -25 6.5 -0.6
GLRY Inspire Faithward Mid Cap Momentum ETF 5.5 80 -45 6.1 -1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.5 30 5 4.4 -2.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.4 15 20 8.7 +1.6
RWK Invesco S&P MidCap 400 Revenue ETF 5.4 39 -4 9.5 +2.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.4 10 25 8.8 +1.6
BGIG Bahl & Gaynor Income Growth ETF 5.3 45 -10 5.2 -1.9
JQUA JPMorgan U.S. Quality Factor ETF 5.3 12 23 5.9 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.2 15 20 6.1 -1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.2 35 0 6.0 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 10 6.0 -1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.1 50 -15 8.6 +1.5
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 22 2.9 -4.2
ROUS Hartford Multifactor US Equity ETF 5.1 19 16 7.0 -0.2
AVSU Avantis Responsible U.S. Equity ETF 5.1 15 20 5.8 -1.3
SDY State Street SPDR S&P Dividend ETF 5.1 35 0 7.0 -0.2
ACWV iShares MSCI Global Min Vol Factor ETF 5.1 20 15 5.7 -1.4
YOKE Yoke Core ETF 5.1 42 -7 5.0 -2.1
EZM WisdomTree U.S. MidCap Fund 5.1 38 -3 8.7 +1.6
IMCB iShares Morningstar Mid-Cap ETF 5.0 4 31 6.3 -0.8
VO Vanguard Mid-Cap ETF 5.0 4 31 6.0 -1.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.0 15 20 8.0 +0.9
QLV FlexShares US Quality Low Volatility Index Fund 5.0 22 13 5.8 -1.4
FSGS First Trust SMID Growth Strength ETF 5.0 60 -25 5.3 -1.9
IWS iShares Russell Mid-Cap Value ETF 5.0 23 12 7.2 +0.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.9 55 -20 4.5 -2.6
STXV Strive 1000 Value ETF 4.9 18 17 8.2 +1.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.9 25 10 7.8 +0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 15 6.4 -0.7
JHMM John Hancock Multifactor Mid Cap ETF 4.9 42 -7 6.3 -0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.8 60 -25 4.4 -2.7
FLV American Century Focused Large Cap Value ETF 4.8 42 -7 6.8 -0.3
FSMD Fidelity Small-Mid Multifactor ETF 4.8 15 20 7.0 -0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.7 24 11 8.3 +1.2
OSCV Opus Small Cap Value ETF 4.7 79 -44 7.1 0.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.7 20 15 6.8 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 4.7 12 23 7.2 +0.0
FUNL CornerCap Fundametrics Large-Cap ETF 4.7 50 -15 7.2 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 4.7 80 -45 4.4 -2.7
FDLO Fidelity Low Volatility Factor ETF 4.7 15 20 5.5 -1.6
RGEF Rockefeller Global Equity ETF 4.7 55 -20 4.6 -2.5
ROE Astoria US Quality Kings ETF 4.6 49 -14 6.9 -0.2
CHGX AXS Change Finance ESG ETF 4.6 49 -14 5.2 -1.9
LOWV AB US Low Volatility Equity ETF 4.6 48 -13 5.4 -1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.5 60 -25 10.1 +3.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 6.1 -1.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 7.3 +0.2
FEX First Trust Large Cap Core AlphaDEX Fund 4.4 59 -24 5.9 -1.3
SIZE iShares MSCI USA Size Factor ETF 4.4 15 20 6.3 -0.9
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 15 6.8 -0.4
EUSA iShares MSCI USA Equal Weighted ETF 4.4 9 26 6.3 -0.8
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 0 6.8 -0.3
DFAT Dimensional U.S. Targeted Value ETF 4.3 28 7 10.0 +2.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 5.9 -1.2
GOP Unusual Whales Subversive Republican Trading ETF 4.3 50 -15 5.4 -1.8
EVUS iShares ESG Aware MSCI USA Value ETF 4.2 18 17 6.5 -0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.2 -0.9
FDLS Inspire Fidelis Multi Factor ETF 4.2 76 -41 4.8 -2.3
VBR Vanguard Small Cap Value ETF 4.2 7 28 9.1 +1.9
AFLG First Trust Active Factor Large Cap ETF 4.2 55 -20 6.3 -0.8
EBI Longview Advantage ETF 4.2 35 0 6.7 -0.4
VTV Vanguard Value ETF 4.2 4 31 6.9 -0.3
MDY SPDR S&P Midcap 400 ETF Trust 4.2 24 11 7.1 -0.1
AVUS Avantis U.S. Equity ETF 4.2 15 20 5.7 -1.4
IJH iShares Core S&P Mid-Cap ETF 4.2 5 30 7.2 +0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.1 65 -30 2.1 -5.0
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 17 5.3 -1.9
DFUV Dimensional US Marketwide Value ETF 4.1 22 13 7.4 +0.3
GDIV Harbor Dividend Growth Leaders ETF 4.1 50 -15 5.2 -1.9
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.4 -0.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.1 35 0 7.9 +0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.1 38 -3 7.8 +0.7
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 6.8 -0.3
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 6.8 -0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 4.0 12 23 6.6 -0.6
AFMC First Trust Active Factor Mid Cap ETF 4.0 65 -30 8.3 +1.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.0 65 -30 6.4 -0.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.0 15 20 5.7 -1.4
IVOO Vanguard S&P Mid-Cap 400 ETF 4.0 7 28 7.3 +0.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.0 3 32 7.3 +0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.0 7 28 5.8 -1.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 4.0 35 0 5.8 -1.4
SCHM Schwab U.S. Mid-Cap ETF 4.0 4 31 7.0 -0.2
DIVN Horizon Dividend Income ETF 4.0 70 -35 7.8 +0.7
IWR iShares Russell Midcap ETF 4.0 19 16 6.2 -0.9
EQIN Columbia US Equity Income ETF 4.0 35 0 7.1 -0.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.0 30 5 6.8 -0.4
ABEQ Absolute Select Value ETF 3.9 85 -50 4.8 -2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.9 29 6 6.4 -0.7
USXF iShares ESG Advanced MSCI USA ETF 3.9 10 25 4.7 -2.5
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 -25 5.8 -1.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.9 65 -30 5.0 -2.1
LST Leuthold Select Industries ETF 3.8 91 -56 5.7 -1.4
SMAP Amplify Small-Mid Cap Equity ETF 3.8 60 -25 5.6 -1.6
SMRI Bushido Capital US Equity ETF 3.8 71 -36 10.1 +3.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 17 7.9 +0.8
HOMZ Hoya Capital Housing ETF 3.8 30 5 9.8 +2.7
FNX First Trust Mid Cap Core AlphaDEX Fund 3.8 60 -25 6.9 -0.2
BEEX BeeHive ETF 3.8 84 -49 4.3 -2.9
FDWM Fidelity Women's Leadership ETF 3.7 59 -24 4.9 -2.3
NUSC Nuveen ESG Small-Cap ETF 3.7 31 4 5.2 -2.0
DEMZ Democratic Large Cap Core ETF 3.7 45 -10 4.5 -2.6
VIG Vanguard Dividend Appreciation ETF 3.7 5 30 5.6 -1.6
AUSF Global X Adaptive U.S. Factor ETF 3.7 27 8 9.0 +1.8
DFVX Dimensional US Large Cap Vector ETF 3.7 22 13 6.3 -0.9
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.9 -1.3
PFM Invesco Dividend Achievers ETF 3.7 53 -18 5.3 -1.8
JMOM JPMorgan U.S. Momentum Factor ETF 3.7 12 23 4.6 -2.6
STXM Strive Mid-Cap ETF 3.7 18 17 6.4 -0.8
USSE Segall Bryant & Hamill Select Equity ETF 3.7 65 -30 4.1 -3.0
GRPM Invesco S&P MidCap 400 GARP ETF 3.7 35 0 7.9 +0.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.6 35 0 7.4 +0.2
JHML John Hancock Multifactor Large Cap ETF 3.6 29 6 5.4 -1.8
JHDV John Hancock U.S. High Dividend ETF 3.6 34 1 6.7 -0.4
JEPI JPMorgan Equity Premium Income ETF 3.6 35 0 5.8 -1.4
FVAL Fidelity Value Factor ETF 3.6 15 20 6.8 -0.4
SFYX SoFi Next 500 ETF 3.6 0 35 5.9 -1.3
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 -4 8.6 +1.5
VYM Vanguard High Dividend Yield Index ETF 3.6 6 29 7.0 -0.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.6 48 -13 6.3 -0.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 0 5.4 -1.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.6 30 5 10.6 +3.4
RJMG FT Raymond James Multicap Growth Equity ETF 3.6 85 -50 3.0 -4.1
FBCV Fidelity Blue Chip Value ETF 3.6 59 -24 7.4 +0.2
PTL Inspire 500 ETF 3.6 9 26 5.3 -1.9
AVUV Avantis U.S. Small Cap Value ETF 3.6 25 10 9.6 +2.5
FELV Fidelity Enhanced Large Cap Value ETF 3.6 18 17 6.8 -0.4
VONV Vanguard Russell 1000 Value ETF 3.5 7 28 6.6 -0.6
IWD iShares Russell 1000 Value ETF 3.5 19 16 6.4 -0.7
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 6.8 -0.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.5 35 0 7.5 +0.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.5 12 23 7.3 +0.2
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -17 7.1 -0.0
SIXS ETC 6 Meridian Small Cap Equity ETF 3.5 89 -54 9.8 +2.7
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 31 6.8 -0.4
FTCS First Trust Capital Strength ETF 3.5 55 -20 6.0 -1.2
DIVS SmartETFs Dividend Builder ETF 3.4 65 -30 5.0 -2.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.4 49 -14 6.2 -1.0
DXUV Dimensional US Vector Equity ETF 3.4 28 7 6.1 -1.1
NULC Nuveen ESG Large-Cap ETF 3.4 21 14 4.7 -2.5
TMFM Motley Fool Mid-Cap Growth ETF 3.4 85 -50 3.0 -4.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.4 35 0 9.8 +2.7
MAGA Point Bridge America First ETF 3.4 72 -37 6.3 -0.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.3 20 15 10.3 +3.1
FLDZ RiverNorth Patriot ETF 3.3 75 -40 6.3 -0.8
EPS WisdomTree U.S. LargeCap Fund 3.3 8 27 5.7 -1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 6.2 -0.9
CZAR Themes Natural Monopoly ETF 3.3 35 0 5.6 -1.6
XSHQ Invesco S&P SmallCap Quality ETF 3.3 29 6 7.8 +0.7
DGRO iShares Core Dividend Growth ETF 3.3 8 27 6.6 -0.6
KRMA Global X Conscious Companies ETF 3.3 43 -8 6.0 -1.2
PRAY FIS Christian Stock Fund 3.3 69 -34 5.1 -2.0
OPTZ Optimize Strategy Index ETF 3.3 50 -15 4.8 -2.4
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 22 6.0 -1.2
NUMV Nuveen ESG Mid-Cap Value ETF 3.2 31 4 6.9 -0.2
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -7 6.7 -0.5
STXK Strive Small-Cap ETF 3.2 18 17 6.0 -1.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.1 65 -30 3.8 -3.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.1 24 11 7.4 +0.3
ISCV iShares Morningstar Small Cap Value ETF 3.1 6 29 8.5 +1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.1 38 -3 6.5 -0.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.1 15 20 4.6 -2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.1 17 18 6.0 -1.2
RNIN Bushido Capital US SMID Cap Equity ETF 3.0 70 -35 12.5 +5.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.0 70 -35 5.1 -2.1
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 3.5 -3.7
ITEQ BlueStar Israel Technology ETF 3.0 75 -40 1.6 -5.5
MGV Vanguard Mega Cap Value ETF 3.0 7 28 6.5 -0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.0 9 26 5.3 -1.8
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 25 4.2 -3.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 10 5.4 -1.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.0 35 0 7.4 +0.2
LQPE PEO AlphaQuest Thematic PE ETF 2.9 125 -90 7.0 -0.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 18 5.5 -1.7
VB Vanguard Small-Cap ETF 2.9 5 30 6.1 -1.1
MODL VictoryShares WestEnd U.S. Sector ETF 2.9 42 -7 4.6 -2.5
DFAS Dimensional U.S. Small Cap ETF 2.9 26 9 6.6 -0.5
SGLC SGI U.S. Large Cap Core ETF 2.9 85 -50 4.1 -3.0
PRF Invesco FTSE RAFI US 1000 ETF 2.9 39 -4 6.7 -0.4
IWX iShares Russell Top 200 Value ETF 2.9 20 15 6.1 -1.1
QWLD SPDR MSCI World StrategicFactors ETF 2.8 30 5 5.8 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 26 5.6 -1.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.8 7 28 11.1 +3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.8 4 31 5.8 -1.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 26 4.8 -2.3
IJK iShares S&P Mid-Cap 400 Growth ETF 2.8 17 18 5.8 -1.4
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 -7 4.6 -2.5
VEGN US Vegan Climate ETF 2.8 60 -25 4.5 -2.6
REVS Columbia Research Enhanced Value ETF 2.8 19 16 7.7 +0.6
DTD WisdomTree U.S. Total Dividend Fund 2.7 28 7 6.4 -0.8
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 4.3 -2.8
QDF FlexShares Quality Dividend Index Fund 2.7 37 -2 6.3 -0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.7 10 25 6.0 -1.2
DCOR Dimensional US Core Equity 1 ETF 2.7 14 21 5.4 -1.8
LVOL American Century Low Volatility ETF 2.7 29 6 5.1 -2.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.6 15 20 5.8 -1.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 0 3.7 -3.4
STXD Strive 1000 Dividend Growth ETF 2.6 35 0 5.0 -2.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.6 39 -4 9.7 +2.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.6 25 10 4.9 -2.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.6 48 -13 9.1 +1.9
IUSV iShares Core S&P US Value ETF 2.6 4 31 6.4 -0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 2.6 15 20 6.0 -1.2
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 10.4 +3.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 15 7.2 +0.0
FNDX Schwab Fundamental US Large Co. Index ETF 2.6 25 10 7.2 +0.1
ISCB iShares Morningstar Small-Cap ETF 2.6 4 31 5.7 -1.4
SUSA iShares MSCI USA ESG Select ETF 2.5 25 10 4.6 -2.5
ILCV iShares Morningstar Value ETF 2.5 4 31 6.3 -0.8
VXF Vanguard Extended Market ETF 2.5 5 30 4.4 -2.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.5 52 -17 6.4 -0.8
HKND Humankind US Stock ETF 2.5 11 24 7.1 -0.1
HDUS Hartford Disciplined US Equity ETF 2.5 19 16 5.7 -1.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.5 15 20 4.9 -2.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 20 7.9 +0.7
FNDB Schwab Fundamental US Broad Market Index ETF 2.5 25 10 7.2 +0.1
VOOV Vanguard S&P 500 Value ETF 2.5 7 28 6.3 -0.9
IVE iShares S&P 500 Value ETF 2.5 18 17 6.1 -1.0
SCHD Schwab US Dividend Equity ETF 2.4 6 29 10.1 +2.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 0 5.2 -2.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.4 4 31 6.3 -0.9
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -10 10.8 +3.6
IUS Invesco RAFI Strategic US ETF 2.4 19 16 6.8 -0.3
SCHA Schwab U.S. Small-Cap ETF 2.4 4 31 5.5 -1.6
ESGU iShares ESG Aware MSCI USA ETF 2.4 15 20 4.8 -2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.4 10 25 4.1 -3.0
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -54 4.8 -2.3
APUE ActivePassive U.S. Equity ETF 2.4 45 -10 4.6 -2.6
DHS WisdomTree U.S. High Dividend Fund 2.4 38 -3 8.2 +1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 5.0 -2.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 21 4.9 -2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 7 6.0 -1.1
DIVB iShares Core Dividend ETF 2.3 5 30 8.2 +1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 -40 4.1 -3.1
FFLC Fidelity Fundamental Large Cap Core ETF 2.3 38 -3 4.5 -2.6
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 25 5.0 -2.2
DSTL Distillate US Fundamental Stability & Value ETF 2.3 39 -4 8.7 +1.5
DFAU Dimensional US Core Equity Market ETF 2.3 12 23 5.0 -2.1
SMMD iShares Russell 2500 ETF 2.3 15 20 6.7 -0.4
WCEO Hypatia Women CEO ETF 2.3 85 -50 3.2 -3.9
BIBL Inspire 100 ETF 2.3 35 0 5.2 -2.0
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 17 5.1 -2.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 6 4.7 -2.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 4.9 -2.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 23 4.9 -2.2
KBWD Invesco KBW High Dividend Yield Financial ETF 2.2 384 -349 14.0 +6.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 15 5.1 -2.1
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 26 4.8 -2.4
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 9.8 +2.6
BFOR ALPS Barron's 400 ETF 2.2 65 -30 5.9 -1.2
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 23 7.8 +0.6
SPHQ Invesco S&P 500 Quality ETF 2.2 15 20 5.7 -1.5
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 22 6.2 -1.0
ULVM VictoryShares US Value Momentum ETF 2.2 20 15 7.4 +0.2
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 -25 3.8 -3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 25 5.0 -2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 29 4.2 -2.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 33 4.9 -2.2
BKWO BNY Mellon Women's Opportunities ETF 2.1 50 -15 3.9 -3.3
VOTE TCW Transform 500 ETF 2.1 5 30 4.9 -2.3
VLUE iShares MSCI USA Value Factor ETF 2.1 15 20 9.2 +2.1
TOPC iShares S&P 500 3% Capped ETF 2.1 15 20 5.1 -2.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 28 4.8 -2.3
DSI iShares MSCI KLD 400 Social ETF 2.1 25 10 4.9 -2.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 16 5.5 -1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 4.9 -2.2
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 24 5.1 -2.1
DIVY Sound Equity Dividend Income ETF 2.1 45 -10 10.0 +2.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 20 9.8 +2.6
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.2 -0.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 0 7.3 +0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 26 4.6 -2.5
FELC Fidelity Enhanced Large Cap Core ETF 2.0 18 17 5.3 -1.9
UDI USCF Dividend Income Fund 2.0 65 -30 8.2 +1.0
JPEF JPMorgan Equity Focus ETF 2.0 50 -15 4.4 -2.8
DUSA Davis Select U.S. Equity ETF 2.0 61 -26 7.4 +0.2
DWLD Davis Select Worldwide ETF 2.0 63 -28 7.2 +0.0
VALQ American Century U.S. Quality Value ETF 2.0 29 6 8.0 +0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.0 7 28 5.1 -2.1
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.0 12 23 8.0 +0.9
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 6 12.0 +4.9
ISCG iShares Morningstar Small-Cap Growth ETF 2.0 6 29 2.9 -4.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 -4 11.6 +4.5
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 -1 9.6 +2.5
ACSI American Customer Satisfaction ETF 2.0 65 -30 5.5 -1.7
MDLV Morgan Dempsey Large Cap Value ETF 2.0 58 -23 7.2 +0.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 25 9.7 +2.5
STOX Horizon Core Equity ETF 2.0 70 -35 4.2 -2.9
SFTY Horizon Managed Risk ETF 2.0 77 -42 4.1 -3.0
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -44 3.9 -3.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 23 7.5 +0.4
SQLV Royce Quant Small-Cap Quality Value ETF 2.0 60 -25 9.5 +2.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.0 29 6 4.6 -2.5
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 4.9 -2.2
THRO iShares U.S. Thematic Rotation Active ETF 1.9 90 -55 3.8 -3.4
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -17 9.9 +2.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 28 7.7 +0.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.9 60 -25 6.2 -1.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.9 60 -25 4.3 -2.9
EDOW First Trust Dow 30 Equal Weight ETF 1.9 50 -15 5.4 -1.7
DIA SPDR Dow Jones Industrial Average ETF 1.9 16 19 5.5 -1.7
MVPA Miller Value Partners Appreciation ETF 1.9 60 -25 8.8 +1.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 26 4.8 -2.4
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 6 6.9 -0.2
TAX Cambria Tax Aware ETF 1.9 49 -14 6.0 -1.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -43 9.2 +2.0
LCF Touchstone US Large Cap Focused ETF 1.9 69 -34 4.2 -2.9
TMFX Motley Fool Next Index ETF 1.9 50 -15 3.1 -4.1
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.8 -2.4
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 10 5.3 -1.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.9 56 -21 2.9 -4.3
BLCV iShares Large Cap Value Active ETF 1.9 53 -18 7.4 +0.3
FQAL Fidelity Quality Factor ETF 1.9 15 20 5.8 -1.3
DFUS Dimensional U.S. Equity ETF 1.9 9 26 4.8 -2.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 32 5.1 -2.1
VONE Vanguard Russell 1000 ETF 1.9 7 28 4.9 -2.2
VTI Vanguard Total Stock Market ETF 1.9 3 32 4.8 -2.3
IWB iShares Russell 1000 ETF 1.9 15 20 4.8 -2.3
CGDV Capital Group Dividend Value ETF 1.9 33 2 4.6 -2.5
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 20 6.8 -0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.9 8 27 4.9 -2.3
AZTD Aztlan Global Stock Selection DM SMID ETF 1.8 75 -40 6.4 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 32 4.8 -2.4
IYY iShares Dow Jones U.S. ETF 1.8 20 15 4.7 -2.4
TMAT Main Thematic Innovation ETF 1.8 164 -129 -1.5 -8.6
PBUS Invesco MSCI USA ETF 1.8 4 31 4.9 -2.3
VTHR Vanguard Russell 3000 ETF 1.8 7 28 4.8 -2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.8 75 -40 5.6 -1.5
GQI Natixis Gateway Quality Income ETF 1.8 34 1 5.1 -2.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 26 3.9 -3.3
IWV iShares Russell 3000 ETF 1.8 20 15 4.7 -2.5
SCHB Schwab U.S. Broad Market ETF 1.8 3 32 4.9 -2.2
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.1 -3.0
SCHK Schwab 1000 Index ETF 1.8 5 30 4.9 -2.2
RAUS RACWI US ETF 1.8 15 20 4.9 -2.3
TMFS Motley Fool Small-Cap Growth ETF 1.8 85 -50 2.7 -4.4
FPAG FPA Global Equity ETF 1.8 49 -14 5.7 -1.5
PCGG Polen Capital Global Growth ETF 1.8 85 -50 4.2 -2.9
TMFG Motley Fool Global Opportunities ETF 1.8 85 -50 4.1 -3.1
TOLL Tema Durable Quality ETF 1.8 75 -40 5.1 -2.1
ITOL Tema International Durable Quality ETF 1.8 60 -25 5.7 -1.4
SCHX Schwab U.S. Large-Cap ETF 1.8 3 32 4.9 -2.2
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 5.0 -2.2
CHRI Global X S&P 500 Christian Values ETF 1.8 29 6 4.6 -2.6
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 25 4.9 -2.2
ALIL Argent Focused Small Cap ETF 1.8 74 -39 6.7 -0.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.6 -2.5
BLES Inspire Global Hope ETF 1.8 61 -26 6.9 -0.3
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.5 -1.7
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 15 9.1 +1.9
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 32 4.8 -2.3
IJR iShares Core S&P Small Cap ETF 1.7 6 29 7.6 +0.4
VV Vanguard Large-Cap ETF 1.7 4 31 4.8 -2.3
VOO Vanguard S&P 500 ETF 1.7 3 32 4.9 -2.2
GXLC Global X U.S. 500 ETF 1.7 2 33 4.8 -2.4
IVV iShares Core S&P 500 ETF 1.7 3 32 4.9 -2.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 33 4.9 -2.3
FTGS First Trust Growth Strength ETF 1.7 60 -25 4.5 -2.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -50 3.4 -3.7
JGRW Jensen Quality Growth ETF 1.7 57 -22 4.7 -2.5
SPY SPDR S&P 500 ETF 1.7 9 26 4.8 -2.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -17 6.2 -1.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.7 60 -25 5.3 -1.8
QGRO American Century U.S. Quality Growth ETF 1.7 29 6 3.8 -3.3
SAMT Strategas Macro Thematic Opportunities ETF 1.7 65 -30 2.7 -4.5
SXQG ETC 6 Meridian Quality Growth ETF 1.7 100 -65 5.0 -2.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.7 29 6 7.0 -0.2
BELT iShares Long-Term U.S. Equity Active ETF 1.7 75 -40 3.0 -4.2
TOGA Tremblant Global ETF 1.7 69 -34 1.6 -5.5
ABIG Argent Large Cap ETF 1.7 49 -14 5.2 -2.0
QUAL iShares MSCI USA Quality Factor ETF 1.7 15 20 5.2 -1.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 7.6 +0.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 25 5.2 -2.0
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -55 9.8 +2.6
STRV Strive 500 ETF 1.7 5 30 4.8 -2.4
KONG Formidable Fortress ETF 1.7 89 -54 5.9 -1.2
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 7.1 -0.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -36 -1.4 -8.6
HLGE Hartford Longevity Economy ETF 1.7 44 -9 6.4 -0.8
SPXM Azoria 500 Meritocracy ETF 1.7 47 -12 4.5 -2.6
WBIY WBI Power Factor High Dividend ETF 1.7 100 -65 13.5 +6.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.7 73 -38 11.7 +4.6
FEOE First Eagle Overseas Equity ETF 1.7 79 -44 6.8 -0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 -4 4.9 -2.3
FEGE First Eagle Global Equity ETF 1.6 79 -44 6.5 -0.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 32 7.6 +0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.6 -2.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.6 15 20 4.1 -3.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.6 49 -14 11.2 +4.0
HEAL Global X HealthTech ETF 1.6 50 -15 -1.6 -8.8
RVER Trenchless Fund ETF 1.6 65 -30 3.0 -4.2
ABLS Abacus FCF Small Cap Leaders ETF 1.6 59 -24 5.2 -2.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 28 7.5 +0.4
ROSC Hartford Multifactor Small Cap ETF 1.6 34 1 8.9 +1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 26 5.1 -2.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.6 55 -20 5.9 -1.3
ASLV Allspring Special Large Value ETF 1.6 35 0 6.6 -0.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 8.6 +1.4
JGLO JPMorgan Global Select Equity ETF 1.6 33 2 5.0 -2.1
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -25 8.5 +1.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.6 95 -60 -0.4 -7.5
JPSV JPMorgan Active Small Cap Value ETF 1.6 74 -39 8.5 +1.4
SFY SoFi Select 500 ETF 1.6 0 35 4.4 -2.7
FDFF Fidelity Disruptive Finance ETF 1.5 50 -15 4.7 -2.5
FFOX FundX Future Fund Opportunities ETF 1.5 100 -65 3.4 -3.7
ACVF American Conservative Values ETF 1.5 75 -40 4.3 -2.8
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.7 -0.5
GGRW Gabelli Growth Innovators ETF 1.5 90 -55 2.5 -4.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.5 45 -10 3.2 -4.0
IWFG IQ Winslow Focused Large Cap Growth ETF 1.5 65 -30 3.2 -4.0
RJDI RJ Eagle GCM Dividend Select Income ETF 1.5 55 -20 5.4 -1.7
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 7 5.6 -1.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.5 60 -25 5.9 -1.2
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -14 4.3 -2.8
SPIT F/m Emerald Special Situations ETF 1.5 105 -70 -0.9 -8.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.5 30 5 4.7 -2.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -26 5.7 -1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 -1 5.0 -2.2
EES WisdomTree U.S. SmallCap Fund 1.5 38 -3 8.6 +1.4
GSPY Gotham Enhanced 500 ETF 1.5 50 -15 5.1 -2.1
RVRB Reverb ETF 1.5 30 5 4.5 -2.6
PSC Principal U.S. Small-Cap ETF 1.5 38 -3 6.9 -0.3
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 0 4.6 -2.6
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.8 -1.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.4 55 -20 4.3 -2.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.4 59 -24 4.2 -2.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -30 8.0 +0.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 15 5.4 -1.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 5.5 -1.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.4 65 -30 0.8 -6.4
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 10 5.1 -2.0
CGGO Capital Group Global Growth Equity ETF 1.4 47 -12 4.4 -2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 20 4.6 -2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 16 6.3 -0.9
ISRA VanEck Israel ETF 1.4 59 -24 6.9 -0.3
PWB Invesco Large Cap Growth ETF 1.4 56 -21 2.6 -4.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.4 20 15 5.3 -1.8
TOK iShares MSCI Kokusai ETF 1.3 26 9 4.9 -2.2
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 5.9 -1.3
IWL iShares Russell Top 200 ETF 1.3 15 20 4.5 -2.6
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 17 5.4 -1.8
IWO iShares Russell 2000 Growth ETF 1.3 24 11 0.8 -6.4
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.3 -2.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 7.0 -0.2
VTWG Vanguard Russell 2000 Growth ETF 1.3 10 25 0.9 -6.2
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -13 4.5 -2.7
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 -19 11.2 +4.0
DGT State Street SPDR Global Dow ETF 1.3 50 -15 6.6 -0.5
URTH iShares MSCI World ETF 1.3 24 11 4.9 -2.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 30 8.0 +0.9
VUSE Vident U.S. Equity Strategy ETF 1.3 50 -15 4.3 -2.9
VBK Vanguard Small-Cap Growth ETF 1.3 7 28 1.7 -5.4
CSMD Congress SMid Growth ETF 1.2 69 -34 4.0 -3.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.2 15 20 5.4 -1.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 10 25 5.5 -1.6
FINX Global X FinTech ETF 1.2 68 -33 3.0 -4.1
FCPI Fidelity Stocks for Inflation ETF 1.2 15 20 8.0 +0.8
DAK Dakota Active Equity ETF 1.2 43 -8 4.5 -2.7
GEW Cambria Global EW ETF 1.2 29 6 5.9 -1.2
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.6 -1.6
DUHP Dimensional US High Profitability ETF 1.2 21 14 6.3 -0.9
IUSG iShares Core S&P U.S. Growth ETF 1.2 4 31 4.1 -3.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 10 7.6 +0.5
ITAN Sparkline Intangible Value ETF 1.2 50 -15 6.6 -0.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 0 9.3 +2.1
VT Vanguard Total World Stock ETF 1.2 6 29 5.7 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 5.4 -1.8
FESM Fidelity Enhanced Small Cap ETF 1.1 28 7 3.2 -4.0
VOOG Vanguard S&P 500 Growth ETF 1.1 7 28 4.1 -3.0
ACWI iShares MSCI ACWI ETF 1.1 32 3 5.3 -1.8
IWM iShares Russell 2000 ETF 1.1 19 16 3.5 -3.6
MGC Vanguard Mega Cap ETF 1.1 7 28 4.6 -2.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.1 4 31 4.0 -3.1
IVW iShares S&P 500 Growth ETF 1.1 18 17 3.9 -3.3
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 5 8.1 +0.9
RSSL Global X Russell 2000 ETF 1.1 8 27 3.5 -3.6
VTWO Vanguard Russell 2000 ETF 1.1 7 28 3.6 -3.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -44 5.8 -1.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.1 49 -14 4.2 -2.9
ILCG iShares Morningstar Growth ETF 1.1 4 31 3.7 -3.4
ETHO Etho Climate Leadership U.S. ETF 1.1 47 -12 5.3 -1.9
FFND Future Fund Active ETF 1.1 100 -65 3.8 -3.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -25 4.8 -2.4
DIVL Madison Dividend Value ETF 1.0 65 -30 5.5 -1.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 3.0 -4.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 3.9 -3.2
IWN iShares Russell 2000 Value ETF 0.9 24 11 6.3 -0.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 6 7.9 +0.7
VTWV Vanguard Russell 2000 Value ETF 0.9 10 25 6.4 -0.7
VOT Vanguard Mid-Cap Growth ETF 0.9 7 28 3.5 -3.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 5.4 -1.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 -3 10.0 +2.8
SVAL iShares US Small Cap Value Factor ETF 0.9 20 15 8.7 +1.6
FDMO Fidelity Momentum Factor ETF 0.9 15 20 3.6 -3.6
ISMD Inspire Small/Mid Cap ETF 0.9 54 -19 5.3 -1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 4.6 -2.5
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 -4 4.5 -2.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 7.3 +0.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.8 12 23 7.4 +0.3
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 12 3.3 -3.8
STXG Strive 1000 Growth ETF 0.8 18 17 3.8 -3.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.8 40 -5 4.7 -2.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 -3 9.1 +2.0
CGDG Capital Group Dividend Growers ETF 0.8 47 -12 6.0 -1.1
GLOF iShares Global Equity Factor ETF 0.7 20 15 6.6 -0.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -14 4.7 -2.4
AVUQ Avantis U.S. Quality ETF 0.7 15 20 4.4 -2.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 64 -29 1.2 -6.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -40 3.5 -3.7
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 8.2 +1.1
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -27 2.0 -5.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 10.6 +3.5
AKAF The Frontier Economic Fund 0.6 20 15 6.3 -0.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.8 -3.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -35 2.1 -5.0
TXS Texas Capital Texas Equity Index ETF 0.6 49 -14 6.1 -1.1
OEI Optimized Equity Income ETF 0.5 75 -40 3.9 -3.3
DURA VanEck Durable High Dividend ETF 0.5 29 6 7.5 +0.4
JGRO JPMorgan Active Growth ETF 0.5 44 -9 3.5 -3.6
TMFC Motley Fool 100 Index ETF 0.5 50 -15 3.5 -3.7
TTAC FCF US Quality ETF 0.5 59 -24 6.2 -1.0
VIDI Vident International Equity Strategy ETF 0.5 61 -26 10.4 +3.2
FDG American Century Focused Dynamic Growth ETF 0.5 45 -10 2.1 -5.1
IOO iShares Global 100 ETF 0.4 41 -6 4.6 -2.6
ALRG Allspring LT Large Core ETF 0.4 28 7 4.4 -2.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 14 3.7 -3.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -25 -0.9 -8.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 15 3.0 -4.1
VONG Vanguard Russell 1000 Growth ETF 0.4 7 28 4.5 -2.7
TEXN iShares Texas Equity ETF 0.4 20 15 6.2 -1.0
IWF iShares Russell 1000 Growth ETF 0.3 19 16 4.1 -3.1
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -24 2.0 -5.1
IWY iShares Russell Top 200 Growth ETF 0.3 20 15 4.2 -3.0
APIE ActivePassive International Equity ETF 0.3 45 -10 7.1 -0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 5.3 -1.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.2 -0.9
ICAP InfraCap Equity Income Fund ETF 0.2 171 -136 4.3 -2.8
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -24 2.8 -4.3
AIEQ AI Powered Equity ETF 0.2 75 -40 4.7 -2.4
SPMO Invesco S&P 500 Momentum ETF 0.2 13 22 3.9 -3.2
OEF iShares S&P 100 ETF 0.2 20 15 4.4 -2.7
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 20 3.1 -4.1
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.6 -3.5
HDV iShares Core High Dividend ETF 0.1 8 27 7.2 +0.1
VUG Vanguard Growth ETF 0.1 4 31 4.2 -3.0
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.3 -2.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 -12 9.0 +1.8
AFSM First Trust Active Factor Small Cap ETF 0.0 75 -40 7.5 +0.3

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.5 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 7.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.75 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.