State Street SPDR S&P Insurance ETF
ALTAR
Score™		 6.5% 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) $538
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) $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
BRP GROUP INC CLASS A 2.1 %
OSCAR HEALTH, INC. CLASS A 2.1 %
ARTHUR J GALLAGHER & CO 2.0 %
PALOMAR HOLDINGS, INC. 2.0 %
UNUM GROUP 2.0 %
SELECTIVE INSURANCE GROUP 2.0 %
ASSURANT INC 1.9 %
CNO FINANCIAL GROUP INC 1.9 %
EVEREST RE GROUP LTD 1.9 %
ALLSTATE CORP 1.9 %
Total 19.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 83.2 %
BERMUDA 11.0 %
BRITAIN 1.9 %
SWITZERLAND 1.9 %
IRELAND 1.9 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
8.1% 8.1% 14.4% 12.0% 8.2%

Market Correlations
versus... Beta R-squared
S&P500 0.62 37%
MSCI EAFE 0.77 40%
MSCI Emg. Mkts. 0.47 18%

Technical Indicators
Recent close $58.46
30d moving avg. $59.85
Annualized volatility 16.7%
Short interest (ETF) 37.6%
Short interest (Underlying) 2.3%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 1,170
Turnover 12.7%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 634 potential alternatives to the State Street SPDR S&P Insurance ETF ETF based on the alternatives' overlap in portfolio holdings with KIE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: KIE Expense: 35 bp ALTAR Score™: 6.5%


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 47.3 40 -5 6.8 +0.3
KBWP Invesco KBW Property & Casualty Insurance ETF 41.5 35 0 6.6 +0.2
FXO First Trust Financials AlphaDEX Fund 34.7 62 -27 7.4 +0.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 29.9 40 -5 6.1 -0.4
IYF iShares U.S. Financials ETF 17.8 40 -5 5.4 -1.1
FTDS First Trust Dividend Strength ETF 14.3 70 -35 7.3 +0.9
VFH Vanguard Financials ETF 13.8 9 26 5.8 -0.7
FNCL Fidelity MSCI Financials Index ETF 13.7 8 27 5.8 -0.7
WTV WisdomTree US Value Fund of Benef Interest 13.0 12 23 7.7 +1.2
XLF The Financial Select Sector SPDR Fund 12.8 8 27 5.4 -1.1
XMVM Invesco S&P MidCap Value with Momentum ETF 12.8 39 -4 8.5 +2.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 12.8 40 -5 6.7 +0.3
LYLD Cambria Large Cap Shareholder Yield ETF 12.8 59 -24 8.6 +2.2
USCF Themes US Cash Flow Champions ETF 12.4 29 6 7.7 +1.2
CZA Invesco Zacks Mid-Cap ETF 12.1 72 -37 6.7 +0.3
SMCF Themes US Small Cap Cash Flow Champions ETF 11.8 29 6 10.6 +4.1
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 -4 6.7 +0.3
LGCF Themes US Cash Flow Champions ETF 11.2 30 5 7.4 +0.9
AVIE Avantis  Inflation Focused Equity ETF 11.2 25 10 6.3 -0.1
RDVY First Trust Rising Dividend Achievers ETF 11.1 50 -15 5.3 -1.2
GVLU Gotham 1000 Value ETF 10.2 50 -15 8.2 +1.8
RNMC First Trust Mid Cap US Equity Select ETF 10.1 60 -25 5.9 -0.6
AVMV Avantis U.S. Mid Cap Value ETF 10.0 20 15 7.6 +1.1
FSCS First Trust SMID Capital Strength ETF 9.7 60 -25 6.2 -0.3
DFNL Davis Select Financial ETF 9.4 63 -28 6.6 +0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 9.2 30 5 7.0 +0.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 9.1 12 23 5.4 -1.1
SPGP Invesco S&P 500 GARP ETF 9.1 34 1 5.7 -0.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.0 75 -40 6.4 -0.1
FTA First Trust Large Cap Value AlphaDEX Fund 9.0 59 -24 7.9 +1.4
SHRY First Trust Bloomberg Shareholder Yield ETF 8.7 60 -25 9.0 +2.6
PWV Invesco Large Cap Value ETF 8.6 55 -20 6.8 +0.3
XMLV Invesco S&P MidCap Low Volatility ETF 8.4 25 10 6.8 +0.4
USMV iShares MSCI USA Min Vol Factor ETF 8.4 15 20 5.1 -1.4
VSDA VictoryShares Dividend Accelerator ETF 8.4 35 0 6.6 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 8.3 10 25 5.0 -1.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.3 60 -25 6.1 -0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.1 25 10 5.2 -1.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 8.1 55 -20 9.2 +2.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.0 20 15 5.5 -1.0
VOE Vanguard Mid-Cap Value ETF 8.0 7 28 6.9 +0.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 8.0 20 15 7.2 +0.8
RPV Invesco S&P 500 Pure Value ETF 7.9 35 0 9.1 +2.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 7.8 80 -45 6.8 +0.4
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 22 9.0 +2.6
AVLV Avantis U.S. Large Cap Value ETF 7.6 15 20 6.6 +0.1
PKW Invesco Buyback Achievers ETF 7.5 62 -27 7.0 +0.5
KAT Scharf ETF 7.5 87 -52 4.7 -1.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 7.4 49 -14 5.8 -0.7
GKAT Scharf Global Opportunity ETF 7.3 57 -22 5.5 -0.9
RUNN Running Oak Efficient Growth ETF 7.3 58 -23 4.4 -2.1
RFV Invesco S&P Midcap 400 Pure Value ETF 7.3 35 0 11.7 +5.3
DVY iShares Select Dividend ETF 7.2 38 -3 8.4 +1.9
SPLV Invesco S&P 500 Low Volatility ETF 7.2 25 10 5.2 -1.3
MBOX Freedom Day Dividend ETF 7.2 39 -4 6.8 +0.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.1 35 0 5.6 -0.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.1 29 6 6.4 -0.1
PRXV Praxis Impact Large Cap Value ETF 7.0 36 -1 5.9 -0.6
IXG iShares Global Financials ETF 7.0 42 -7 5.9 -0.5
FVD First Trust Value Line Dividend Index Fund 6.9 65 -30 5.7 -0.8
FNK First Trust Mid Cap Value AlphaDEX Fund 6.9 70 -35 9.4 +2.9
CVY Invesco Zacks Multi-Asset Income ETF 6.9 106 -71 10.4 +3.9
DEUS Xtrackers Russell US Multifactor ETF 6.9 17 18 6.0 -0.4
JOET Virtus Terranova US Quality Momentum ETF 6.9 29 6 4.2 -2.3
FAB First Trust Multi Cap Value AlphaDEX Fund 6.8 67 -32 8.8 +2.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.8 15 20 5.8 -0.7
PSCF Invesco S&P SmallCap Financials ETF 6.7 29 6 8.6 +2.2
SYLD Cambria Shareholder Yield ETF 6.6 59 -24 11.0 +4.6
BGDV Bahl & Gaynor Dividend ETF 6.5 45 -10 4.0 -2.5
IMCV iShares Morningstar Mid-Cap Value ETF 6.4 6 29 7.3 +0.8
TPHD Timothy Plan High Dividend Stock ETF 6.4 52 -17 6.4 -0.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.3 15 20 7.8 +1.3
TMDV ProShares Russell US Dividend Growers ETF 6.3 35 0 6.3 -0.2
BRIF FIS Bright Portfolios Focused Equity ETF 6.3 65 -30 3.9 -2.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 6.2 36 -1 9.6 +3.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.2 70 -35 4.6 -1.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.1 60 -25 4.1 -2.4
AVMC Avantis U.S. Mid Cap Equity ETF 6.1 18 17 5.9 -0.5
SIXL ETC 6 Meridian Low Beta Equity ETF 6.1 80 -45 5.8 -0.7
VAMO Cambria Value & Momentum ETF 6.1 61 -26 5.4 -1.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.0 54 -19 6.5 +0.1
PY Principal Value ETF 5.9 15 20 6.5 +0.1
CFA VictoryShares US 500 Volatility Wtd ETF 5.9 35 0 5.3 -1.2
DON WisdomTree U.S. MidCap Dividend Fund 5.9 38 -3 8.2 +1.7
XMHQ Invesco S&P MidCap Quality ETF 5.9 25 10 5.6 -0.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 5.9 40 -5 5.2 -1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.8 18 17 5.0 -1.5
LEAD Siren DIVCON Leaders Dividend ETF 5.8 43 -8 3.6 -2.9
IJJ iShares S&P Mid-Cap 400 Value ETF 5.8 18 17 7.6 +1.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.6 65 -30 3.0 -3.5
USMF WisdomTree U.S. Multifactor Fund 5.6 28 7 6.4 -0.0
XOEF iShares S&P 500 ex S&P 100 ETF 5.6 20 15 4.8 -1.7
FBCV Fidelity Blue Chip Value ETF 5.6 59 -24 6.5 +0.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.6 15 20 7.7 +1.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.6 60 -25 5.6 -0.8
GLRY Inspire Faithward Mid Cap Momentum ETF 5.5 80 -45 5.1 -1.4
DFLV Dimensional US Large Cap Value ETF 5.5 22 13 6.5 +0.1
ZECP Zacks Earnings Consistent Portfolio ETF 5.5 55 -20 4.2 -2.3
RWK Invesco S&P MidCap 400 Revenue ETF 5.4 39 -4 8.2 +1.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.4 52 -17 4.9 -1.5
EQRR ProShares Equities for Rising Rates ETF 5.4 35 0 6.7 +0.3
FDLO Fidelity Low Volatility Factor ETF 5.3 15 20 4.8 -1.7
ACWV iShares MSCI Global Min Vol Factor ETF 5.2 20 15 5.4 -1.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.2 10 25 7.8 +1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.2 25 10 6.9 +0.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.2 50 -15 7.7 +1.2
QLV FlexShares US Quality Low Volatility Index Fund 5.2 22 13 5.1 -1.4
RNSC Furst Trust Small Cap US Equity Select ETF 5.1 60 -25 4.3 -2.2
IMCB iShares Morningstar Mid-Cap ETF 5.1 4 31 5.5 -1.0
VO Vanguard Mid-Cap ETF 5.1 4 31 5.3 -1.2
EQIN Columbia US Equity Income ETF 5.0 35 0 6.2 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 5.0 80 -45 4.4 -2.0
ISCV iShares Morningstar Small Cap Value ETF 5.0 6 29 7.5 +1.1
SDY State Street SPDR S&P Dividend ETF 5.0 35 0 6.1 -0.3
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 -25 5.1 -1.4
IWS iShares Russell Mid-Cap Value ETF 4.9 23 12 6.3 -0.2
EZM WisdomTree U.S. MidCap Fund 4.9 38 -3 7.6 +1.1
FEX First Trust Large Cap Core AlphaDEX Fund 4.9 59 -24 5.0 -1.4
JQUA JPMorgan U.S. Quality Factor ETF 4.9 12 23 5.1 -1.4
FSGS First Trust SMID Growth Strength ETF 4.9 60 -25 4.4 -2.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 15 5.6 -0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.9 58 -23 5.0 -1.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.9 25 10 5.4 -1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.9 15 20 5.2 -1.2
STXV Strive 1000 Value ETF 4.8 18 17 7.2 +0.7
ROE Astoria US Quality Kings ETF 4.8 49 -14 5.6 -0.9
NUDV Nuveen ESG Dividend ETF 4.8 26 9 6.7 +0.3
JHMM John Hancock Multifactor Mid Cap ETF 4.8 42 -7 5.4 -1.1
VFVA Vanguard U.S. Value Factor ETF 4.8 13 22 9.4 +3.0
NULV Nuveen ESG Large-Cap Value ETF 4.7 26 9 5.6 -0.9
OSCV Opus Small Cap Value ETF 4.7 79 -44 6.3 -0.2
VFMF Vanguard U.S. Multifactor ETF 4.7 18 17 6.7 +0.2
FUNL CornerCap Fundametrics Large-Cap ETF 4.6 50 -15 6.3 -0.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.6 35 0 6.8 +0.3
RGEF Rockefeller Global Equity ETF 4.6 55 -20 3.9 -2.5
AVSU Avantis Responsible U.S. Equity ETF 4.5 15 20 5.0 -1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.5 60 -25 8.8 +2.4
AVUV Avantis U.S. Small Cap Value ETF 4.5 25 10 8.6 +2.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 5.1 -1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 6.3 -0.2
XJH iShares ESG Screened S&P Mid-Cap ETF 4.5 12 23 6.2 -0.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.5 20 15 5.8 -0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.5 30 5 3.8 -2.6
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 15 5.9 -0.6
ROUS Hartford Multifactor US Equity ETF 4.4 19 16 6.0 -0.4
BGIG Bahl & Gaynor Income Growth ETF 4.4 45 -10 4.6 -1.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.4 15 20 7.0 +0.5
SIZE iShares MSCI USA Size Factor ETF 4.4 15 20 5.5 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 4.4 60 -25 5.9 -0.5
EUSA iShares MSCI USA Equal Weighted ETF 4.4 9 26 5.5 -1.0
DFAT Dimensional U.S. Targeted Value ETF 4.3 28 7 8.9 +2.4
GOP Unusual Whales Subversive Republican Trading ETF 4.3 50 -15 4.6 -1.8
FLRG Fidelity U.S. Multifactor ETF 4.3 15 20 6.0 -0.4
FSMD Fidelity Small-Mid Multifactor ETF 4.3 15 20 6.1 -0.4
AFLG First Trust Active Factor Large Cap ETF 4.3 55 -20 5.4 -1.1
EVUS iShares ESG Aware MSCI USA Value ETF 4.2 18 17 5.6 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 4.2 18 17 4.5 -1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 5.4 -1.1
CSTK Invesco Comstock Contrarian Equity ETF 4.2 35 0 6.0 -0.5
VBR Vanguard Small Cap Value ETF 4.2 7 28 7.9 +1.4
EBI Longview Advantage ETF 4.2 35 0 5.8 -0.7
NUMV Nuveen ESG Mid-Cap Value ETF 4.2 31 4 6.1 -0.4
VTV Vanguard Value ETF 4.1 4 31 6.0 -0.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.1 65 -30 1.7 -4.7
DFUV Dimensional US Marketwide Value ETF 4.0 22 13 6.4 -0.0
MDY SPDR S&P Midcap 400 ETF Trust 4.0 24 11 6.0 -0.4
IJH iShares Core S&P Mid-Cap ETF 4.0 5 30 6.2 -0.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.0 15 20 5.0 -1.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 4.0 35 0 8.7 +2.3
DIVN Horizon Dividend Income ETF 4.0 70 -35 6.7 +0.3
AFMC First Trust Active Factor Mid Cap ETF 4.0 65 -30 7.0 +0.6
QUVU Hartford Quality Value ETF 4.0 46 -11 6.6 +0.2
USXF iShares ESG Advanced MSCI USA ETF 3.9 10 25 3.9 -2.5
IWR iShares Russell Midcap ETF 3.9 19 16 5.4 -1.0
CHGX AXS Change Finance ESG ETF 3.9 49 -14 4.4 -2.1
CZAR Themes Natural Monopoly ETF 3.9 35 0 4.9 -1.6
DIVS SmartETFs Dividend Builder ETF 3.9 65 -30 4.6 -1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 3.9 7 28 6.3 -0.2
SCHM Schwab U.S. Mid-Cap ETF 3.9 4 31 6.0 -0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.9 48 -13 5.1 -1.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.8 7 28 5.0 -1.5
SMRI Bushido Capital US Equity ETF 3.8 71 -36 8.7 +2.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.8 3 32 6.3 -0.2
GRPM Invesco S&P MidCap 400 GARP ETF 3.8 35 0 7.0 +0.5
SSPY Syntax Stratified LargeCap ETF 3.8 30 5 5.9 -0.5
LST Leuthold Select Industries ETF 3.8 91 -56 4.8 -1.7
DEMZ Democratic Large Cap Core ETF 3.8 45 -10 3.8 -2.7
PSET Principal Quality ETF 3.8 15 20 4.6 -1.8
USSE Segall Bryant & Hamill Select Equity ETF 3.8 65 -30 3.3 -3.2
BEEX BeeHive ETF 3.8 84 -49 3.6 -2.9
VIG Vanguard Dividend Appreciation ETF 3.8 5 30 4.9 -1.6
JEPI JPMorgan Equity Premium Income ETF 3.8 35 0 4.9 -1.5
AUSF Global X Adaptive U.S. Factor ETF 3.7 27 8 8.0 +1.5
TMFM Motley Fool Mid-Cap Growth ETF 3.7 85 -50 2.5 -4.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.7 6 29 3.6 -2.9
ABEQ Absolute Select Value ETF 3.7 85 -50 4.3 -2.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 0 7.2 +0.7
SGLC SGI U.S. Large Cap Core ETF 3.7 85 -50 3.3 -3.2
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.0 -1.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 -3 7.1 +0.7
PFM Invesco Dividend Achievers ETF 3.7 53 -18 4.6 -1.8
FTCS First Trust Capital Strength ETF 3.7 55 -20 4.9 -1.5
SMAP Amplify Small-Mid Cap Equity ETF 3.7 60 -25 4.8 -1.7
QDIV Global X S&P 500 Quality Dividend ETF 3.6 20 15 8.1 +1.6
DFVX Dimensional US Large Cap Vector ETF 3.6 22 13 5.3 -1.2
FLV American Century Focused Large Cap Value ETF 3.6 42 -7 6.1 -0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 -4 7.8 +1.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 0 4.4 -2.1
VYM Vanguard High Dividend Yield Index ETF 3.6 6 29 6.3 -0.2
HOMZ Hoya Capital Housing ETF 3.6 30 5 8.5 +2.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.6 35 0 6.3 -0.1
DIVY Sound Equity Dividend Income ETF 3.6 45 -10 9.1 +2.7
STXM Strive Mid-Cap ETF 3.6 18 17 5.5 -1.0
QDEF FlexShares Quality Dividend Defensive Index Fund 3.6 37 -2 5.3 -1.2
SFYX SoFi Next 500 ETF 3.5 0 35 5.0 -1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.5 4 31 5.1 -1.4
DXUV Dimensional US Vector Equity ETF 3.5 28 7 5.2 -1.2
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 5.9 -0.5
AVUS Avantis U.S. Equity ETF 3.5 15 20 4.9 -1.5
FELV Fidelity Enhanced Large Cap Value ETF 3.5 18 17 5.9 -0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.5 30 5 9.7 +3.2
ISCB iShares Morningstar Small-Cap ETF 3.5 4 31 5.1 -1.4
VONV Vanguard Russell 1000 Value ETF 3.5 7 28 5.7 -0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 23 5.7 -0.7
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 6.5 +0.1
IWD iShares Russell 1000 Value ETF 3.5 19 16 5.6 -0.9
IUSV iShares Core S&P US Value ETF 3.5 4 31 5.7 -0.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.5 12 23 6.5 0.0
DGRO iShares Core Dividend Growth ETF 3.4 8 27 5.8 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 31 5.9 -0.6
NUSC Nuveen ESG Small-Cap ETF 3.4 31 4 4.5 -1.9
FMDE Fidelity Enhanced Mid Cap ETF 3.4 23 12 5.2 -1.3
JHSC John Hancock Multifactor Small Cap ETF 3.4 42 -7 5.8 -0.7
IVE iShares S&P 500 Value ETF 3.3 18 17 5.4 -1.1
FLDZ RiverNorth Patriot ETF 3.3 75 -40 5.6 -0.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.3 4 31 5.6 -0.9
XSHQ Invesco S&P SmallCap Quality ETF 3.3 29 6 6.7 +0.3
MAGA Point Bridge America First ETF 3.3 72 -37 5.7 -0.8
LOWV AB US Low Volatility Equity ETF 3.3 48 -13 4.6 -1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.3 24 11 7.3 +0.9
TPSC Timothy Plan US Small Cap Core ETF 3.3 52 -17 6.2 -0.3
KRMA Global X Conscious Companies ETF 3.3 43 -8 5.2 -1.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.3 20 15 9.1 +2.6
PRAY FIS Christian Stock Fund 3.2 69 -34 4.3 -2.1
OPTZ Optimize Strategy Index ETF 3.2 50 -15 4.2 -2.3
JHML John Hancock Multifactor Large Cap ETF 3.2 29 6 4.6 -1.8
STXK Strive Small-Cap ETF 3.2 18 17 5.3 -1.1
REVS Columbia Research Enhanced Value ETF 3.1 19 16 6.9 +0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.1 17 18 5.2 -1.3
SPIT F/m Emerald Special Situations ETF 3.1 105 -70 -0.9 -7.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.0 70 -35 4.1 -2.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 10 4.7 -1.8
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 2.6 -3.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.0 29 6 5.6 -0.9
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 18 4.7 -1.8
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 25 3.6 -2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.0 35 0 5.0 -1.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.0 35 0 6.5 +0.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.0 15 20 7.0 +0.6
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 -3 3.9 -2.6
VB Vanguard Small-Cap ETF 2.9 5 30 5.3 -1.2
MGV Vanguard Mega Cap Value ETF 2.9 7 28 5.7 -0.7
BKSE BNY Mellon US Small Cap Core Equity ETF 2.9 4 31 5.1 -1.4
DFAS Dimensional U.S. Small Cap ETF 2.9 26 9 5.8 -0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.9 18 17 7.0 +0.5
PRF Invesco FTSE RAFI US 1000 ETF 2.9 39 -4 5.9 -0.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.9 7 28 10.1 +3.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.9 80 -45 6.1 -0.4
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -90 6.1 -0.4
FDWM Fidelity Women's Leadership ETF 2.8 59 -24 4.2 -2.3
QWLD SPDR MSCI World StrategicFactors ETF 2.8 30 5 5.1 -1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 6.5 +0.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.8 39 -4 8.4 +2.0
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 -7 3.9 -2.5
IWX iShares Russell Top 200 Value ETF 2.8 20 15 5.3 -1.2
DCOR Dimensional US Core Equity 1 ETF 2.8 14 21 4.6 -1.8
VEGN US Vegan Climate ETF 2.8 60 -25 3.8 -2.7
BLCV iShares Large Cap Value Active ETF 2.7 53 -18 6.5 0.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.7 38 -3 5.7 -0.8
PTL Inspire 500 ETF 2.7 9 26 4.7 -1.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.7 48 -13 7.9 +1.4
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 3.7 -2.8
EPS WisdomTree U.S. LargeCap Fund 2.7 8 27 5.0 -1.5
DHS WisdomTree U.S. High Dividend Fund 2.7 38 -3 7.3 +0.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.7 25 10 4.2 -2.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.7 15 20 5.2 -1.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.7 35 0 6.5 +0.1
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 9.2 +2.8
MODL VictoryShares WestEnd U.S. Sector ETF 2.6 42 -7 3.9 -2.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 0 3.0 -3.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.6 9 26 4.8 -1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 10 25 5.0 -1.5
DSTL Distillate US Fundamental Stability & Value ETF 2.6 39 -4 7.3 +0.8
SUSA iShares MSCI USA ESG Select ETF 2.6 25 10 3.9 -2.5
STXD Strive 1000 Dividend Growth ETF 2.6 35 0 4.2 -2.2
FYC First Trust Small Cap Growth AlphaDEX Fund 2.6 71 -36 -1.3 -7.8
VXF Vanguard Extended Market ETF 2.6 5 30 3.9 -2.6
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 15 6.4 -0.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.6 52 -17 5.1 -1.3
VFQY Vanguard U.S. Quality Factor ETF 2.5 13 22 5.3 -1.2
QDF FlexShares Quality Dividend Index Fund 2.5 37 -2 5.4 -1.0
APUE ActivePassive U.S. Equity ETF 2.5 45 -10 3.9 -2.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.5 60 -25 3.3 -3.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 0 4.5 -2.0
FNDX Schwab Fundamental US Large Co. Index ETF 2.5 25 10 6.4 -0.1
WCEO Hypatia Women CEO ETF 2.5 85 -50 2.9 -3.6
SIXS ETC 6 Meridian Small Cap Equity ETF 2.5 89 -54 8.6 +2.2
VOOV Vanguard S&P 500 Value ETF 2.4 7 28 5.5 -0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.4 10 25 3.6 -2.9
SCHD Schwab US Dividend Equity ETF 2.4 6 29 8.9 +2.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.4 9 26 4.1 -2.3
IUS Invesco RAFI Strategic US ETF 2.4 19 16 6.0 -0.5
RNIN Bushido Capital US SMID Cap Equity ETF 2.4 70 -35 11.2 +4.7
ESGU iShares ESG Aware MSCI USA ETF 2.4 15 20 4.1 -2.3
KBWD Invesco KBW High Dividend Yield Financial ETF 2.4 384 -349 13.1 +6.7
NULC Nuveen ESG Large-Cap ETF 2.4 21 14 4.4 -2.1
FNDB Schwab Fundamental US Broad Market Index ETF 2.4 25 10 6.4 -0.1
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 6 6.1 -0.4
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -10 9.7 +3.3
JAVA JPMorgan Active Value ETF 2.4 44 -9 5.5 -1.0
DFAU Dimensional US Core Equity Market ETF 2.3 12 23 4.3 -2.1
ILCV iShares Morningstar Value ETF 2.3 4 31 5.6 -0.9
JSTC Adasina Social Justice All Cap Global ETF 2.3 89 -54 4.2 -2.2
BIBL Inspire 100 ETF 2.3 35 0 4.4 -2.1
SCHA Schwab U.S. Small-Cap ETF 2.3 4 31 4.9 -1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 26 4.6 -1.9
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 17 4.5 -2.0
DTD WisdomTree U.S. Total Dividend Fund 2.3 28 7 5.6 -0.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.3 10 25 8.6 +2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 2.2 17 18 4.8 -1.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 6 3.8 -2.7
SPHQ Invesco S&P 500 Quality ETF 2.2 15 20 4.6 -1.8
JHDV John Hancock U.S. High Dividend ETF 2.2 34 1 6.0 -0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 23 4.3 -2.1
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 26 4.1 -2.4
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 -25 3.4 -3.1
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 8.7 +2.2
GQI Natixis Gateway Quality Income ETF 2.2 34 1 4.1 -2.3
ROSC Hartford Multifactor Small Cap ETF 2.2 34 1 8.0 +1.5
BFOR ALPS Barron's 400 ETF 2.2 65 -30 4.9 -1.6
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 -24 3.6 -2.8
DIVB iShares Core Dividend ETF 2.1 5 30 7.3 +0.9
TOPC iShares S&P 500 3% Capped ETF 2.1 15 20 4.4 -2.1
DSI iShares MSCI KLD 400 Social ETF 2.1 25 10 4.1 -2.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 26 3.5 -3.0
SMMD iShares Russell 2500 ETF 2.1 15 20 5.8 -0.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.1 15 20 4.8 -1.6
HEAL Global X HealthTech ETF 2.1 50 -15 -1.5 -8.0
RVER Trenchless Fund ETF 2.1 65 -30 2.3 -4.2
ABLS Abacus FCF Small Cap Leaders ETF 2.1 59 -24 5.2 -1.2
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 24 4.4 -2.1
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 23 6.9 +0.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 22 5.3 -1.2
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 5.4 -1.0
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -41 4.1 -2.4
JSML Janus Henderson Small Cap Growth Alpha ETF 2.0 30 5 7.0 +0.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.0 15 20 4.2 -2.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 20 8.7 +2.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 23 6.7 +0.2
VLUE iShares MSCI USA Value Factor ETF 2.0 15 20 7.9 +1.5
TAX Cambria Tax Aware ETF 2.0 49 -14 5.1 -1.4
SXQG ETC 6 Meridian Quality Growth ETF 2.0 100 -65 3.9 -2.6
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.0 12 23 7.2 +0.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.0 29 6 4.0 -2.5
STOX Horizon Core Equity ETF 2.0 70 -35 3.5 -2.9
SFTY Horizon Managed Risk ETF 2.0 77 -42 3.5 -3.0
AZTD Aztlan Global Stock Selection DM SMID ETF 2.0 75 -40 5.3 -1.1
DLN WisdomTree U.S. LargeCap Dividend Fund 2.0 28 7 5.3 -1.2
JPSV JPMorgan Active Small Cap Value ETF 2.0 74 -39 7.7 +1.2
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 4.4 -2.1
TMFX Motley Fool Next Index ETF 1.9 50 -15 2.7 -3.8
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 25 4.3 -2.2
FYX First Trust Small Cap Core AlphaDEX Fund 1.9 61 -26 5.0 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 29 2.5 -4.0
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.1 -2.4
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -20 5.2 -1.3
DFUS Dimensional U.S. Equity ETF 1.9 9 26 4.1 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.9 8 27 4.3 -2.2
FPAG FPA Global Equity ETF 1.9 49 -14 4.9 -1.5
PCGG Polen Capital Global Growth ETF 1.9 85 -50 3.4 -3.1
TMFG Motley Fool Global Opportunities ETF 1.9 85 -50 3.6 -2.9
ITOL Tema International Durable Quality ETF 1.9 60 -25 4.7 -1.8
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -17 9.0 +2.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 -4 10.7 +4.3
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 -1 8.7 +2.2
ACSI American Customer Satisfaction ETF 1.9 65 -30 4.7 -1.7
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 -23 6.5 +0.1
FVAL Fidelity Value Factor ETF 1.9 15 20 5.9 -0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.9 9 26 4.0 -2.5
GGRW Gabelli Growth Innovators ETF 1.9 90 -55 1.8 -4.7
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -24 3.4 -3.1
FTGS First Trust Growth Strength ETF 1.9 60 -25 3.6 -2.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.9 85 -50 3.0 -3.4
JGRW Jensen Quality Growth ETF 1.9 57 -22 3.6 -2.8
VTI Vanguard Total Stock Market ETF 1.9 3 32 4.2 -2.3
VONE Vanguard Russell 1000 ETF 1.9 7 28 4.2 -2.2
DUSA Davis Select U.S. Equity ETF 1.9 61 -26 6.5 +0.0
DWLD Davis Select Worldwide ETF 1.9 63 -28 6.3 -0.1
IWB iShares Russell 1000 ETF 1.9 15 20 4.1 -2.3
JPEF JPMorgan Equity Focus ETF 1.9 50 -15 3.8 -2.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -43 8.6 +2.1
KONG Formidable Fortress ETF 1.9 89 -54 5.0 -1.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.9 7 28 4.4 -2.0
IYY iShares Dow Jones U.S. ETF 1.9 20 15 4.1 -2.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 23 3.8 -2.6
ITEQ BlueStar Israel Technology ETF 1.8 75 -40 1.3 -5.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 32 4.4 -2.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.8 7 28 6.8 +0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.8 60 -25 5.3 -1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.8 60 -25 3.6 -2.9
EDOW First Trust Dow 30 Equal Weight ETF 1.8 50 -15 4.6 -1.9
DIA SPDR Dow Jones Industrial Average ETF 1.8 16 19 4.6 -1.8
TMFS Motley Fool Small-Cap Growth ETF 1.8 85 -50 2.4 -4.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 32 4.2 -2.3
IWV iShares Russell 3000 ETF 1.8 20 15 4.0 -2.4
PBUS Invesco MSCI USA ETF 1.8 4 31 4.2 -2.3
VTHR Vanguard Russell 3000 ETF 1.8 7 28 4.2 -2.3
SCHB Schwab U.S. Broad Market ETF 1.8 3 32 4.3 -2.2
IJR iShares Core S&P Small Cap ETF 1.8 6 29 6.7 +0.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 20 6.8 +0.3
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 6 10.6 +4.1
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -25 8.4 +2.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.8 19 16 4.8 -1.7
SCHK Schwab 1000 Index ETF 1.8 5 30 4.3 -2.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 24 4.2 -2.3
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -13 3.8 -2.7
LCF Touchstone US Large Cap Focused ETF 1.8 69 -34 3.6 -2.9
RAUS RACWI US ETF 1.8 15 20 4.2 -2.3
TOLL Tema Durable Quality ETF 1.8 75 -40 4.2 -2.3
SCHX Schwab U.S. Large-Cap ETF 1.8 3 32 4.3 -2.2
ADME Aptus Drawdown Managed Equity ETF 1.8 79 -44 3.3 -3.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.3 -2.1
CHRI Global X S&P 500 Christian Values ETF 1.8 29 6 3.9 -2.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 -4 4.3 -2.1
SURE AdvisorShares Insiders Advantage ETF 1.8 90 -55 8.3 +1.9
UDI USCF Dividend Income Fund 1.8 65 -30 7.3 +0.8
YOKE Yoke Core ETF 1.8 42 -7 4.0 -2.5
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 4.3 -2.1
MVPA Miller Value Partners Appreciation ETF 1.8 60 -25 7.8 +1.4
ALIL Argent Focused Small Cap ETF 1.8 74 -39 5.6 -0.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.0 -2.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.8 35 0 5.0 -1.5
SPXE ProShares S&P 500 Ex-Energy ETF 1.8 9 26 4.1 -2.4
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 25 4.1 -2.4
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -25 6.4 -0.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.8 29 6 5.9 -0.5
BELT iShares Long-Term U.S. Equity Active ETF 1.8 75 -40 2.3 -4.2
TOGA Tremblant Global ETF 1.8 69 -34 1.2 -5.2
ABIG Argent Large Cap ETF 1.8 49 -14 4.1 -2.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 21 4.2 -2.3
FFND Future Fund Active ETF 1.8 100 -65 3.1 -3.3
VV Vanguard Large-Cap ETF 1.7 4 31 4.2 -2.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 7 28 6.7 +0.3
VOO Vanguard S&P 500 ETF 1.7 3 32 4.2 -2.2
HDUS Hartford Disciplined US Equity ETF 1.7 19 16 4.9 -1.5
FCPI Fidelity Stocks for Inflation ETF 1.7 15 20 6.9 +0.4
IVV iShares Core S&P 500 ETF 1.7 3 32 4.2 -2.2
GXLC Global X U.S. 500 ETF 1.7 2 33 4.1 -2.3
SPY SPDR S&P 500 ETF 1.7 9 26 4.2 -2.3
LRGF iShares U.S. Equity Factor ETF 1.7 8 27 4.7 -1.8
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 33 4.2 -2.2
STRV Strive 500 ETF 1.7 5 30 4.1 -2.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 32 6.7 +0.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.7 60 -25 4.5 -2.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 35 4.2 -2.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 25 4.2 -2.3
CGDV Capital Group Dividend Value ETF 1.7 33 2 4.0 -2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 28 4.2 -2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 33 4.3 -2.2
VOTE TCW Transform 500 ETF 1.7 5 30 4.2 -2.3
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 32 4.1 -2.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -17 5.6 -0.9
QUAL iShares MSCI USA Quality Factor ETF 1.7 15 20 4.3 -2.1
WBIY WBI Power Factor High Dividend ETF 1.7 100 -65 12.4 +5.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 25 4.5 -2.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.6 95 -60 -0.5 -6.9
BLES Inspire Global Hope ETF 1.6 61 -26 6.1 -0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.6 56 -21 5.8 -0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.0 -2.5
FEOE First Eagle Overseas Equity ETF 1.6 79 -44 5.9 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -40 4.9 -1.6
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 10 4.5 -2.0
AIEQ AI Powered Equity ETF 1.6 75 -40 4.0 -2.5
RJDI RJ Eagle GCM Dividend Select Income ETF 1.6 55 -20 4.8 -1.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.8 +1.3
SFY SoFi Select 500 ETF 1.6 0 35 3.8 -2.7
FFOX FundX Future Fund Opportunities ETF 1.6 100 -65 2.7 -3.8
FDRR Fidelity Dividend ETF for Rising Rates 1.6 15 20 6.1 -0.3
FEGE First Eagle Global Equity ETF 1.6 79 -44 5.6 -0.9
FYT First Trust Small Cap Value AlphaDEX Fund 1.6 73 -38 10.4 +3.9
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 22 2.5 -4.0
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -14 3.7 -2.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.3 -3.2
RVRB Reverb ETF 1.5 30 5 3.9 -2.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.5 18 17 4.6 -1.8
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.0 -1.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.5 60 -25 5.1 -1.3
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -19 9.9 +3.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.5 65 -30 0.6 -5.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.4 55 -20 3.4 -3.0
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -14 4.7 -1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 4.9 -1.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.4 15 20 4.7 -1.8
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.4 30 5 4.0 -2.4
ACVF American Conservative Values ETF 1.4 75 -40 3.6 -2.8
ISRA VanEck Israel ETF 1.4 59 -24 5.8 -0.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 3 4.3 -2.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -30 7.1 +0.6
PWB Invesco Large Cap Growth ETF 1.4 56 -21 2.0 -4.5
CSMD Congress SMid Growth ETF 1.3 69 -34 3.2 -3.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.3 20 15 4.6 -1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.3 19 16 5.3 -1.1
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 17 4.5 -2.0
TOK iShares MSCI Kokusai ETF 1.3 26 9 4.3 -2.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 26 4.5 -2.0
IWO iShares Russell 2000 Growth ETF 1.3 24 11 0.6 -5.8
XSMO Invesco S&P SmallCap Momentum ETF 1.3 39 -4 3.9 -2.6
IWL iShares Russell Top 200 ETF 1.3 15 20 3.9 -2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 5 5.7 -0.8
CGGO Capital Group Global Growth Equity ETF 1.3 47 -12 3.8 -2.7
EES WisdomTree U.S. SmallCap Fund 1.3 38 -3 7.6 +1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 -1 4.2 -2.2
PSC Principal U.S. Small-Cap ETF 1.3 38 -3 5.9 -0.5
FINX Global X FinTech ETF 1.3 68 -33 2.5 -3.9
URTH iShares MSCI World ETF 1.3 24 11 4.4 -2.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 30 7.2 +0.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 25 4.8 -1.7
VBK Vanguard Small-Cap Growth ETF 1.2 7 28 1.5 -5.0
DGRW WisdomTree US Quality Dividend Growth Fund 1.2 28 7 4.8 -1.7
CGUS Capital Group Core Equity ETF 1.2 33 2 3.8 -2.7
DAK Dakota Active Equity ETF 1.2 43 -8 3.7 -2.8
GEW Cambria Global EW ETF 1.2 29 6 5.3 -1.1
GSPY Gotham Enhanced 500 ETF 1.2 50 -15 4.4 -2.0
DUHP Dimensional US High Profitability ETF 1.2 21 14 5.0 -1.5
DGT State Street SPDR Global Dow ETF 1.2 50 -15 6.0 -0.5
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 4.9 -1.5
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -15 3.5 -3.0
RSSL Global X Russell 2000 ETF 1.2 8 27 3.2 -3.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 10 6.7 +0.2
IWM iShares Russell 2000 ETF 1.2 19 16 3.1 -3.3
WLDR Affinity World Leaders Equity ETF 1.2 67 -32 6.4 -0.0
ITAN Sparkline Intangible Value ETF 1.2 50 -15 5.6 -0.9
VT Vanguard Total World Stock ETF 1.2 6 29 5.1 -1.4
OALC OneAscent Large Cap Core ETF 1.1 86 -51 3.4 -3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 4.8 -1.7
VOOG Vanguard S&P 500 Growth ETF 1.1 7 28 3.3 -3.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -44 4.8 -1.6
ACWI iShares MSCI ACWI ETF 1.1 32 3 4.7 -1.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -35 1.7 -4.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.1 49 -14 3.5 -3.0
MGC Vanguard Mega Cap ETF 1.1 7 28 3.9 -2.5
ETHO Etho Climate Leadership U.S. ETF 1.1 47 -12 4.7 -1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -29 0.9 -5.6
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 10 4.6 -1.9
FDFF Fidelity Disruptive Finance ETF 1.1 50 -15 4.0 -2.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 15 4.8 -1.7
VALQ American Century U.S. Quality Value ETF 1.1 29 6 6.7 +0.3
DIVL Madison Dividend Value ETF 1.1 65 -30 4.8 -1.7
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 25 0.8 -5.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 2.7 -3.8
VTWO Vanguard Russell 2000 ETF 1.0 7 28 3.3 -3.2
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 5.8 -0.6
THRO iShares U.S. Thematic Rotation Active ETF 1.0 90 -55 3.0 -3.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 3.4 -3.1
IWN iShares Russell 2000 Value ETF 1.0 24 11 5.8 -0.7
ILCG iShares Morningstar Growth ETF 1.0 4 31 3.0 -3.5
RCGE RockCreek Global Equality ETF 1.0 95 -60 6.1 -0.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -14 4.0 -2.5
FESM Fidelity Enhanced Small Cap ETF 1.0 28 7 2.8 -3.7
FQAL Fidelity Quality Factor ETF 1.0 15 20 4.8 -1.7
VOT Vanguard Mid-Cap Growth ETF 0.9 7 28 3.0 -3.5
SVAL iShares US Small Cap Value Factor ETF 0.9 20 15 7.9 +1.4
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.9 70 -35 3.3 -3.2
PINK Simplify Health Care ETF 0.8 50 -15 0.7 -5.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 0 8.5 +2.0
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 12 2.6 -3.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.8 12 23 6.8 +0.3
ISMD Inspire Small/Mid Cap ETF 0.8 54 -19 4.7 -1.8
STXG Strive 1000 Growth ETF 0.8 18 17 3.1 -3.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 6.7 +0.2
FDG American Century Focused Dynamic Growth ETF 0.8 45 -10 1.6 -4.9
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -73 3.9 -2.5
GLOF iShares Global Equity Factor ETF 0.7 20 15 5.9 -0.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 6 7.0 +0.6
SNPV Xtrackers S&P 500 Value ESG ETF 0.7 15 20 6.1 -0.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 -3 8.8 +2.3
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 0 3.6 -2.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 10.1 +3.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 8.2 +1.7
AVUQ Avantis U.S. Quality ETF 0.6 15 20 3.5 -3.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -40 2.8 -3.6
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -27 1.4 -5.0
TMFC Motley Fool 100 Index ETF 0.6 50 -15 2.9 -3.6
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 7.6 +1.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.1 -3.4
AKAF The Frontier Economic Fund 0.6 20 15 5.5 -1.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 -12 8.2 +1.7
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -40 6.5 +0.1
DURA VanEck Durable High Dividend ETF 0.5 29 6 6.7 +0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 -24 1.6 -4.9
OEI Optimized Equity Income ETF 0.5 75 -40 3.2 -3.3
TTAC FCF US Quality ETF 0.5 59 -24 5.0 -1.5
FFTY Innovator IBD 50 ETF 0.5 80 -45 -1.8 -8.2
VIDI Vident International Equity Strategy ETF 0.5 61 -26 9.3 +2.8
TXS Texas Capital Texas Equity Index ETF 0.5 49 -14 5.2 -1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.5 12 23 3.6 -2.8
JGLO JPMorgan Global Select Equity ETF 0.5 33 2 4.3 -2.1
IOO iShares Global 100 ETF 0.4 41 -6 3.9 -2.6
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 31 3.3 -3.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -25 -0.9 -7.4
IWF iShares Russell 1000 Growth ETF 0.4 19 16 3.2 -3.3
VONG Vanguard Russell 1000 Growth ETF 0.4 7 28 3.4 -3.0
TEXN iShares Texas Equity ETF 0.4 20 15 5.5 -1.0
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 3.3 -3.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 -5 4.2 -2.3
GINX SGI Enhanced Global Income ETF 0.3 98 -63 7.0 +0.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 20 4.5 -1.9
IVW iShares S&P 500 Growth ETF 0.3 18 17 3.1 -3.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 31 3.3 -3.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.1 -3.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 4.7 -1.8
APIE ActivePassive International Equity ETF 0.3 45 -10 6.4 -0.1
CGGR Capital Group Growth ETF 0.3 39 -4 2.7 -3.8
ICAP InfraCap Equity Income Fund ETF 0.2 171 -136 3.8 -2.7
SPMO Invesco S&P 500 Momentum ETF 0.2 13 22 3.4 -3.0
OEF iShares S&P 100 ETF 0.2 20 15 3.8 -2.7
JGRO JPMorgan Active Growth ETF 0.2 44 -9 2.8 -3.6
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 20 2.6 -3.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 15 2.6 -3.9
QGRO American Century U.S. Quality Growth ETF 0.2 29 6 3.0 -3.4
HDV iShares Core High Dividend ETF 0.1 8 27 6.4 -0.0
FPX First Trust US Equity Opportunities ETF 0.1 61 -26 0.8 -5.7
VUG Vanguard Growth ETF 0.1 4 31 3.3 -3.2
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 2.8 -3.7

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.5 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.5 %
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.