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		 1.5x Div.
yield		 1.8%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Nov 08, 2005
Assets (mns) $638
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) $25,377
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
WHITE MOUNTAINS INSURANCE GP 2.1 %
RENAISSANCERE HOLDINGS LTD 2.0 %
KINSALE CAPITAL GROUP, INC. 2.0 %
SELECTIVE INSURANCE GROUP 2.0 %
OLD REPUBLIC INTL CORP 2.0 %
RYAN SPECIALTY HOLDINGS, INC. CLAS 2.0 %
LOEWS CORP 2.0 %
EVEREST RE GROUP LTD 2.0 %
WR BERKLEY CORP 2.0 %
MERCURY GENERAL CORP 2.0 %
Total 20.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.5 %
BERMUDA 9.6 %
BRITAIN 1.9 %
SWITZERLAND 1.9 %
IRELAND 1.9 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
5.8% 5.9% 18.2% 12.1% 8.2%

Market Correlations
versus... Beta R-squared
S&P500 0.77 33%
MSCI EAFE 0.58 23%
MSCI Emg. Mkts. 0.15 2%

Technical Indicators
Recent close $57.47
30d moving avg. $58.73
Annualized volatility 18.0%
Short interest (ETF) 21.1%
Short interest (Underlying) 2.3%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 1,119
Turnover 10.1%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 625 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™: 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 7.3 +0.2
KBWP Invesco KBW Property & Casualty Insurance ETF 36.0 35 0 7.0 -0.1
FXO First Trust Financials AlphaDEX Fund 30.5 62 -27 8.5 +1.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 29.9 40 -5 6.8 -0.3
IYF iShares U.S. Financials ETF 18.5 40 -5 6.0 -1.1
FNCL Fidelity MSCI Financials Index ETF 15.5 8 27 6.5 -0.6
FTDS First Trust Dividend Strength ETF 15.2 70 -35 7.8 +0.7
VFH Vanguard Financials ETF 14.4 9 26 6.5 -0.6
XLF Financial Select Sector SPDR Fund 13.4 8 27 5.9 -1.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.0 40 -5 7.3 +0.2
XMVM Invesco S&P MidCap Value with Momentum ETF 12.8 39 -4 9.9 +2.8
WTV WisdomTree US Value Fund of Benef Interest 12.8 12 23 8.9 +1.8
LYLD Cambria Large Cap Shareholder Yield ETF 12.8 59 -24 9.7 +2.6
AVIE Avantis  Inflation Focused Equity ETF 12.5 25 10 7.3 +0.2
USCF Themes US Cash Flow Champions ETF 12.4 29 6 8.8 +1.7
CZA Invesco Zacks Mid-Cap ETF 12.0 72 -37 6.6 -0.5
RDVY First Trust Rising Dividend Achievers ETF 11.8 50 -15 6.8 -0.3
SMCF Themes US Small Cap Cash Flow Champions ETF 11.8 29 6 12.5 +5.4
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 -4 7.6 +0.5
RNMC First Trust Mid Cap US Equity Select ETF 11.6 60 -25 6.8 -0.3
LGCF Themes US Cash Flow Champions ETF 11.4 30 5 8.4 +1.3
JOET Virtus Terranova US Quality Momentum ETF 10.8 29 6 4.7 -2.4
AVMV Avantis U.S. Mid Cap Value ETF 10.2 20 15 8.8 +1.7
FSCS First Trust SMID Capital Strength ETF 10.0 60 -25 7.3 +0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 10.0 80 -45 6.2 -0.9
GVLU Gotham 1000 Value ETF 9.8 50 -15 8.9 +1.8
VSDA VictoryShares Dividend Accelerator ETF 9.7 35 0 7.2 +0.1
RNSC Furst Trust Small Cap US Equity Select ETF 9.5 60 -25 6.1 -1.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.1 12 23 5.9 -1.2
SPGP Invesco S&P 500 GARP ETF 9.1 34 1 6.5 -0.6
AVLV Avantis U.S. Large Cap Value ETF 8.8 15 20 7.8 +0.7
SHRY First Trust Bloomberg Shareholder Yield ETF 8.7 60 -25 8.2 +1.1
PWV Invesco Large Cap Value ETF 8.6 55 -20 7.1 -0.1
DFNL Davis Select Financial ETF 8.6 63 -28 7.7 +0.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.5 60 -25 7.6 +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 7.6 +0.5
SPMV Invesco S&P 500 Minimum Variance ETF 8.3 10 25 5.4 -1.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.3 20 15 6.3 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 8.3 15 20 5.9 -1.3
VOE Vanguard Mid-Cap Value ETF 8.1 7 28 7.6 +0.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.1 25 10 5.5 -1.6
RPV Invesco S&P 500 Pure Value ETF 7.9 35 0 10.3 +3.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.9 55 -20 10.2 +3.1
IMCV iShares Morningstar Mid-Cap Value ETF 7.9 6 29 8.1 +1.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.9 20 15 7.7 +0.6
PKW Invesco Buyback Achievers ETF 7.8 62 -27 7.2 +0.1
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 22 10.1 +3.0
DEUS Xtrackers Russell US Multifactor ETF 7.6 17 18 7.1 0.0
SYLD Cambria Shareholder Yield ETF 7.6 59 -24 12.0 +4.9
NUDV Nuveen ESG Dividend ETF 7.5 26 9 7.6 +0.5
HAPY Harbor Human Capital Factor Unconstrained ETF 7.5 50 -15 5.7 -1.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.3 +0.2
FTA First Trust Large Cap Value AlphaDEX Fund 7.5 59 -24 8.9 +1.8
IXG iShares Global Financials ETF 7.4 42 -7 6.7 -0.4
MBOX Freedom Day Dividend ETF 7.4 39 -4 7.5 +0.4
RFV Invesco S&P Midcap 400 Pure Value ETF 7.3 35 0 13.2 +6.1
RUNN Running Oak Efficient Growth ETF 7.3 58 -23 5.0 -2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.3 15 20 6.6 -0.5
PRXV Praxis Impact Large Cap Value ETF 7.3 36 -1 6.5 -0.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.2 35 0 6.2 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 7.2 25 10 5.4 -1.7
VAMO Cambria Value & Momentum ETF 7.1 61 -26 5.8 -1.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.0 29 6 6.4 -0.7
LEAD Siren DIVCON Leaders Dividend ETF 7.0 43 -8 4.2 -2.9
BGDV Bahl & Gaynor Dividend ETF 7.0 45 -10 4.7 -2.4
CVY Invesco Zacks Multi-Asset Income ETF 6.9 106 -71 12.8 +5.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.9 80 -45 8.0 +0.9
DON WisdomTree U.S. MidCap Dividend Fund 6.9 38 -3 9.1 +2.0
DVY iShares Select Dividend ETF 6.8 38 -3 9.1 +2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.8 60 -25 5.5 -1.6
USMF WisdomTree U.S. Multifactor Fund 6.7 28 7 7.2 +0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.7 15 20 8.8 +1.7
VFMF Vanguard U.S. Multifactor ETF 6.7 18 17 7.9 +0.8
FNK First Trust Mid Cap Value AlphaDEX Fund 6.6 70 -35 11.2 +4.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.6 30 5 8.4 +1.3
AVMC Avantis U.S. Mid Cap Equity ETF 6.5 18 17 6.9 -0.2
TPHD Timothy Plan High Dividend Stock ETF 6.5 52 -17 7.1 +0.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.5 54 -19 7.0 -0.1
QUVU Hartford Quality Value ETF 6.4 46 -11 7.1 +0.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.4 40 -5 5.9 -1.2
CFA VictoryShares US 500 Volatility Wtd ETF 6.4 35 0 5.9 -1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.3 70 -35 4.9 -2.2
PSCF Invesco S&P SmallCap Financials ETF 6.2 29 6 9.6 +2.5
ZECP Zacks Earnings Consistent Portfolio ETF 6.2 55 -20 4.7 -2.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.1 52 -17 5.6 -1.5
BRIF FIS Bright Portfolios Focused Equity ETF 6.1 65 -30 4.8 -2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.1 58 -23 5.5 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 6.0 67 -32 10.0 +2.9
TMDV ProShares Russell US Dividend Growers ETF 6.0 35 0 6.7 -0.4
GLRY Inspire Faithward Mid Cap Momentum ETF 6.0 80 -45 5.8 -1.3
VFVA Vanguard U.S. Value Factor ETF 5.9 13 22 11.0 +3.9
XMHQ Invesco S&P MidCap Quality ETF 5.9 25 10 6.6 -0.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.7 18 17 5.9 -1.2
EQRR ProShares Equities for Rising Rates ETF 5.7 35 0 8.2 +1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 5.7 18 17 8.8 +1.7
DFLV Dimensional US Large Cap Value ETF 5.6 22 13 7.7 +0.6
FVD First Trust Value Line Dividend Index Fund 5.6 65 -30 6.3 -0.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 5.6 36 -1 10.8 +3.7
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 12 5.8 -1.3
NULV Nuveen ESG Large-Cap Value ETF 5.6 26 9 6.2 -0.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.6 60 -25 6.2 -0.9
FLRG Fidelity U.S. Multifactor ETF 5.6 15 20 6.9 -0.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.5 55 -20 9.7 +2.6
MDYV SPDR S&P 400 Mid Cap Value ETF 5.5 15 20 8.8 +1.7
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 8.9 +1.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.4 30 5 4.3 -2.8
YOKE Yoke Core ETF 5.3 42 -7 4.4 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 5.3 12 23 5.9 -1.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.2 35 0 5.8 -1.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.2 15 20 6.0 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 10 5.9 -1.2
SDY SPDR S&P Dividend ETF 5.1 35 0 6.7 -0.4
ACWV iShares MSCI Global Min Vol Factor ETF 5.1 20 15 6.2 -0.9
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 22 2.8 -4.3
ROUS Hartford Multifactor US Equity ETF 5.1 19 16 7.0 -0.1
AVSU Avantis Responsible U.S. Equity ETF 5.1 15 20 5.9 -1.2
VO Vanguard Mid-Cap ETF 5.1 4 31 5.7 -1.4
EZM WisdomTree U.S. MidCap Fund 5.1 38 -3 9.2 +2.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.0 15 20 8.0 +0.9
BGIG Bahl & Gaynor Income Growth ETF 5.0 45 -10 5.2 -1.9
IMCB iShares Morningstar Mid-Cap ETF 5.0 4 31 6.1 -1.0
QLV FlexShares US Quality Low Volatility Index Fund 5.0 22 13 5.6 -1.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.0 50 -15 8.1 +1.0
IWS iShares Russell Mid-Cap Value ETF 5.0 23 12 6.7 -0.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.9 25 10 7.8 +0.7
STXV Strive 1000 Value ETF 4.9 18 17 8.0 +0.9
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 6.4 -0.7
FLV American Century Focused Large Cap Value ETF 4.8 42 -7 6.6 -0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 4.8 12 23 7.1 +0.0
FSMD Fidelity Small-Mid Multifactor ETF 4.8 15 20 7.1 +0.0
RGEF Rockefeller Global Equity ETF 4.8 55 -20 4.7 -2.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.7 24 11 8.2 +1.1
OSCV Opus Small Cap Value ETF 4.7 79 -44 6.6 -0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 4.7 20 15 7.0 -0.1
ROE Astoria US Quality Kings ETF 4.7 49 -14 6.5 -0.6
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 5.4 -1.7
FUNL CornerCap Fundametrics Large-Cap ETF 4.7 50 -15 7.2 +0.1
CHGX AXS Change Finance ESG ETF 4.6 49 -14 4.7 -2.4
LOWV AB US Low Volatility Equity ETF 4.6 48 -13 5.1 -2.0
GDIV Harbor Dividend Growth Leaders ETF 4.6 50 -15 5.2 -1.9
AFMC First Trust Active Factor Mid Cap ETF 4.5 65 -30 8.5 +1.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 6.1 -1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 7.3 +0.2
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -20 6.2 -0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.5 60 -25 9.5 +2.4
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 15 6.6 -0.5
EBI Longview Advantage ETF 4.4 35 0 6.5 -0.6
FEX First Trust Large Cap Core AlphaDEX Fund 4.4 59 -24 5.8 -1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 6.2 -0.9
GOP Unusual Whales Subversive Republican Trading ETF 4.3 50 -15 5.4 -1.7
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 26 6.1 -1.0
MDY SPDR S&P Midcap 400 ETF Trust 4.2 24 11 7.2 +0.1
IJH iShares Core S&P Mid-Cap ETF 4.2 5 30 7.4 +0.3
VBR Vanguard Small Cap Value ETF 4.2 7 28 9.2 +2.1
DFAT Dimensional U.S. Targeted Value ETF 4.2 28 7 9.4 +2.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.1 -1.0
FDLS Inspire Fidelis Multi Factor ETF 4.2 76 -41 5.1 -2.0
VTV Vanguard Value ETF 4.2 4 31 6.8 -0.3
AVUS Avantis U.S. Equity ETF 4.2 15 20 5.7 -1.4
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 17 5.3 -1.8
DFUV Dimensional US Marketwide Value ETF 4.1 22 13 7.5 +0.4
QUS SPDR MSCI USA StrategicFactors ETF 4.1 15 20 5.6 -1.5
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.4 -0.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.1 35 0 7.8 +0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.1 38 -3 7.7 +0.6
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 6.6 -0.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.1 3 32 7.4 +0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 4.1 7 28 7.5 +0.4
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 6.7 -0.4
SMRI Bushido Capital US Equity ETF 4.0 71 -36 9.5 +2.4
SIZE iShares MSCI USA Size Factor ETF 4.0 15 20 6.1 -1.0
GVUS Marketbeta Russell 1000 Value Equity ETF 4.0 12 23 6.5 -0.6
USXF iShares ESG Advanced MSCI USA ETF 4.0 10 25 4.6 -2.5
SCHM Schwab U.S. Mid-Cap ETF 4.0 4 31 6.6 -0.5
GRPM Invesco S&P MidCap 400 GARP ETF 4.0 35 0 7.7 +0.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.0 65 -30 6.4 -0.7
DEMZ Democratic Large Cap Core ETF 4.0 45 -10 4.3 -2.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.0 7 28 6.0 -1.1
EQIN Columbia US Equity Income ETF 4.0 35 0 6.9 -0.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.0 30 5 6.7 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.9 29 6 6.4 -0.7
IWR iShares Russell Midcap ETF 3.9 19 16 5.8 -1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.9 60 -25 4.0 -3.1
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 -25 5.7 -1.4
ABEQ Absolute Select Value ETF 3.9 85 -50 4.8 -2.3
FTCS First Trust Capital Strength ETF 3.8 55 -20 5.9 -1.2
HOMZ Hoya Capital Housing ETF 3.8 30 5 9.7 +2.6
DIVS SmartETFs Dividend Builder ETF 3.8 65 -30 5.0 -2.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 17 7.7 +0.6
USSE Segall Bryant & Hamill Select Equity ETF 3.8 65 -30 4.3 -2.8
FNX First Trust Mid Cap Core AlphaDEX Fund 3.8 60 -25 7.3 +0.2
VIG Vanguard Dividend Appreciation ETF 3.8 5 30 5.5 -1.6
VEGN US Vegan Climate ETF 3.8 60 -25 4.3 -2.8
SMAP Amplify Small-Mid Cap Equity ETF 3.8 60 -25 5.5 -1.6
FDWM Fidelity Women's Leadership ETF 3.7 59 -24 4.8 -2.3
DFVX Dimensional US Large Cap Vector ETF 3.7 22 13 6.2 -0.9
STXM Strive Mid-Cap ETF 3.7 18 17 6.1 -1.0
BEEX BeeHive ETF 3.7 84 -49 4.2 -2.9
NUSC Nuveen ESG Small-Cap ETF 3.7 31 4 5.3 -1.8
CZAR Themes Natural Monopoly ETF 3.7 35 0 5.7 -1.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.7 65 -30 3.6 -3.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.7 35 0 7.2 +0.1
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.6 -1.5
PFM Invesco Dividend Achievers ETF 3.7 53 -18 5.2 -1.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.7 48 -13 6.1 -1.0
SFYX SoFi Next 500 ETF 3.7 0 35 5.7 -1.4
RJMG FT Raymond James Multicap Growth Equity ETF 3.7 85 -50 1.9 -5.2
LST Leuthold Select Industries ETF 3.7 91 -56 5.0 -2.1
JMOM JPMorgan U.S. Momentum Factor ETF 3.7 12 23 4.5 -2.6
JHML John Hancock Multifactor Large Cap ETF 3.6 29 6 5.3 -1.8
JHDV John Hancock U.S. High Dividend ETF 3.6 34 1 6.5 -0.6
JEPI JPMorgan Equity Premium Income ETF 3.6 35 0 5.7 -1.4
FVAL Fidelity Value Factor ETF 3.6 15 20 6.8 -0.3
VYM Vanguard High Dividend Yield Index ETF 3.6 6 29 7.0 -0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 -4 8.4 +1.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 0 5.4 -1.7
IWD iShares Russell 1000 Value ETF 3.6 19 16 6.4 -0.7
VONV Vanguard Russell 1000 Value ETF 3.6 7 28 6.5 -0.6
PTL Inspire 500 ETF 3.6 9 26 5.2 -2.0
AVUV Avantis U.S. Small Cap Value ETF 3.6 25 10 9.9 +2.8
AZTD Aztlan Global Stock Selection DM SMID ETF 3.6 75 -40 7.8 +0.7
FELV Fidelity Enhanced Large Cap Value ETF 3.6 18 17 6.7 -0.4
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 6.7 -0.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.5 35 0 7.8 +0.7
FBCV Fidelity Blue Chip Value ETF 3.5 59 -24 7.4 +0.3
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 31 6.7 -0.4
VLU SPDR S&P 1500 Value Tilt ETF 3.5 12 23 7.4 +0.3
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -17 6.9 -0.2
TMFM Motley Fool Mid-Cap Growth ETF 3.5 85 -50 2.8 -4.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.5 30 5 9.1 +2.0
PRAY FIS Christian Stock Fund 3.4 69 -34 5.2 -1.9
DXUV Dimensional US Vector Equity ETF 3.4 28 7 6.2 -0.9
KRMA Global X Conscious Companies ETF 3.4 43 -8 5.7 -1.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.4 70 -35 4.6 -2.5
NULC Nuveen ESG Large-Cap ETF 3.4 21 14 4.6 -2.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.4 35 0 10.1 +3.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 17 6.4 -0.7
DGRO iShares Core Dividend Growth ETF 3.3 8 27 6.5 -0.6
SIXS ETC 6 Meridian Small Cap Equity ETF 3.3 89 -54 10.0 +2.9
FLDZ RiverNorth Patriot ETF 3.3 75 -40 6.1 -1.0
EPS WisdomTree U.S. LargeCap Fund 3.3 8 27 5.6 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 6.0 -1.1
XSHQ Invesco S&P SmallCap Quality ETF 3.3 29 6 7.4 +0.3
ONEY SPDR Russell 1000 Yield Focus ETF 3.3 20 15 9.7 +2.6
AUSF Global X Adaptive U.S. Factor ETF 3.3 27 8 8.9 +1.8
MAGA Point Bridge America First ETF 3.3 72 -37 5.8 -1.3
OPTZ Optimize Strategy Index ETF 3.2 50 -15 4.5 -2.6
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 22 5.8 -1.3
NUMV Nuveen ESG Mid-Cap Value ETF 3.2 31 4 6.9 -0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.2 38 -3 6.3 -0.8
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -7 6.6 -0.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.1 17 18 5.6 -1.5
ISCV iShares Morningstar Small Cap Value ETF 3.1 6 29 9.3 +2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.1 24 11 7.7 +0.6
STXK Strive Small-Cap ETF 3.1 18 17 5.8 -1.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.1 15 20 4.6 -2.5
RNIN Bushido Capital US SMID Cap Equity ETF 3.1 70 -35 10.4 +3.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 25 4.2 -2.9
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 3.3 -3.8
MGV Vanguard Mega Cap Value ETF 3.0 7 28 6.6 -0.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.0 9 26 5.2 -1.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 10 5.6 -1.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.0 35 0 7.5 +0.4
IWX iShares Russell Top 200 Value ETF 3.0 20 15 6.2 -1.0
LQPE PEO AlphaQuest Thematic PE ETF 3.0 125 -90 5.2 -1.9
VB Vanguard Small-Cap ETF 3.0 5 30 6.1 -1.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 18 5.5 -1.6
IJK iShares S&P Mid-Cap 400 Growth ETF 2.9 17 18 5.9 -1.2
SGLC SGI U.S. Large Cap Core ETF 2.9 85 -50 4.0 -3.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 25 4.3 -2.8
QWLD SPDR MSCI World StrategicFactors ETF 2.9 30 5 5.9 -1.2
MODL VictoryShares WestEnd U.S. Sector ETF 2.9 42 -7 4.5 -2.7
PRF Invesco FTSE RAFI US 1000 ETF 2.9 39 -4 6.7 -0.4
DFAS Dimensional U.S. Small Cap ETF 2.9 26 9 6.4 -0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.8 10 25 6.1 -1.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 26 5.5 -1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 2.8 4 31 5.8 -1.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.8 15 20 6.0 -1.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 26 4.7 -2.4
STXD Strive 1000 Dividend Growth ETF 2.8 35 0 4.8 -2.3
REVS Columbia Research Enhanced Value ETF 2.8 19 16 7.5 +0.4
JSTC Adasina Social Justice All Cap Global ETF 2.7 89 -54 4.8 -2.3
DCOR Dimensional US Core Equity 1 ETF 2.7 14 21 5.3 -1.8
TAX Cambria Tax Aware ETF 2.7 49 -14 4.9 -2.2
DTD WisdomTree U.S. Total Dividend Fund 2.7 28 7 6.3 -0.8
LVOL American Century Low Volatility ETF 2.7 29 6 5.0 -2.1
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 5.6 -1.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.7 52 -17 6.5 -0.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.7 48 -13 8.4 +1.3
QDF FlexShares Quality Dividend Index Fund 2.7 37 -2 6.1 -1.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 0 4.1 -3.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.6 39 -4 9.6 +2.5
IUSV iShares Core S&P US Value ETF 2.6 4 31 6.4 -0.7
DSTL Distillate US Fundamental Stability & Value ETF 2.6 39 -4 8.2 +1.1
FNDX Schwab Fundamental US Large Co. Index ETF 2.6 25 10 7.1 -0.0
ILCV iShares Morningstar Value ETF 2.6 4 31 6.3 -0.8
ISCB iShares Morningstar Small-Cap ETF 2.6 4 31 6.1 -1.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 15 6.8 -0.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.6 15 20 5.8 -1.3
HKND Humankind US Stock ETF 2.5 11 24 7.0 -0.1
HDUS Hartford Disciplined US Equity ETF 2.5 19 16 5.6 -1.5
DFSV Dimensional US Small Cap Value ETF 2.5 31 4 10.2 +3.1
VXF Vanguard Extended Market ETF 2.5 5 30 4.6 -2.5
FNDB Schwab Fundamental US Broad Market Index ETF 2.5 25 10 7.1 +0.0
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 0 5.1 -2.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.5 15 20 4.8 -2.3
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.5 7 28 10.1 +3.0
VOOV Vanguard S&P 500 Value ETF 2.5 7 28 6.2 -0.9
IVE iShares S&P 500 Value ETF 2.5 18 17 6.1 -1.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 20 7.6 +0.5
SPYV SPDR Portfolio S&P 500 Value ETF 2.5 4 31 6.2 -0.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 10 5.3 -1.8
SCHD Schwab US Dividend Equity ETF 2.4 6 29 10.0 +2.9
INRO iShares U.S. Industry Rotation Active ETF 2.4 42 -7 4.2 -2.9
IUS Invesco RAFI Strategic US ETF 2.4 19 16 6.8 -0.3
SUSA iShares MSCI USA ESG Select ETF 2.4 25 10 4.6 -2.5
SMMD iShares Russell 2500 ETF 2.4 15 20 6.1 -1.0
DHS WisdomTree U.S. High Dividend Fund 2.4 38 -3 8.1 +1.0
BIBL Inspire 100 ETF 2.3 35 0 5.0 -2.1
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 17 5.1 -2.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 4.9 -2.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 21 4.8 -2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 7 5.9 -1.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 -40 4.0 -3.1
SCHA Schwab U.S. Small-Cap ETF 2.3 4 31 5.8 -1.3
DIVB iShares Core Dividend ETF 2.3 5 30 8.1 +1.0
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 -2.1
DFAU Dimensional US Core Equity Market ETF 2.3 12 23 4.9 -2.2
WCEO Hypatia Women CEO ETF 2.3 85 -50 3.8 -3.3
FDL First Trust Morningstar Dividend Leaders Index Fund 2.3 45 -10 10.8 +3.7
SPHQ Invesco S&P 500 Quality ETF 2.3 15 20 5.4 -1.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 6 4.5 -2.6
BFOR ALPS Barron's 400 ETF 2.2 65 -30 6.1 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 4.8 -2.3
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 26 4.6 -2.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 23 5.0 -2.1
KBWD Invesco KBW High Dividend Yield Financial ETF 2.2 384 -349 14.2 +7.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 15 4.9 -2.2
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 23 8.0 +0.9
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 22 6.4 -0.7
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 29 4.0 -3.1
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 20 4.6 -2.5
ULVM VictoryShares US Value Momentum ETF 2.2 20 15 7.2 +0.1
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 -25 3.9 -3.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 25 4.9 -2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 33 4.8 -2.3
IJS iShares S&P Small-Cap 600 Value ETF 2.1 18 17 9.7 +2.6
DSI iShares MSCI KLD 400 Social ETF 2.1 25 10 4.7 -2.4
BKWO BNY Mellon Women's Opportunities ETF 2.1 50 -15 3.7 -3.4
VOTE TCW Transform 500 ETF 2.1 5 30 4.8 -2.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 16 5.3 -1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 28 4.7 -2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 4.8 -2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 24 5.1 -2.1
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -44 4.1 -3.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.0 6 29 2.8 -4.3
APUE ActivePassive U.S. Equity ETF 2.0 45 -10 4.5 -2.6
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.1 -1.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 0 9.5 +2.4
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 5.1 -2.0
UDI USCF Dividend Income Fund 2.0 65 -30 8.2 +1.1
VALQ American Century U.S. Quality Value ETF 2.0 29 6 7.7 +0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.0 7 28 5.0 -2.1
JPEF JPMorgan Equity Focus ETF 2.0 50 -15 4.2 -2.9
CATH Global X S&P 500 Catholic Values Custom ETF 2.0 29 6 4.6 -2.5
THRO iShares U.S. Thematic Rotation Active ETF 2.0 90 -55 4.0 -3.1
XVV iShares ESG Screened S&P 500 ETF 2.0 8 27 4.7 -2.4
SQLV Royce Quant Small-Cap Quality Value ETF 2.0 60 -25 9.6 +2.5
SLYV SPDR S&P 600 Small Cap Value ETF 1.9 15 20 9.7 +2.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -43 9.4 +2.3
DIVL Madison Dividend Value ETF 1.9 65 -30 5.9 -1.2
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 5.3 -1.8
GRNY Fundstrat Granny Shots US Large Cap ETF 1.9 75 -40 2.5 -4.7
DFUS Dimensional U.S. Equity ETF 1.9 9 26 4.7 -2.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.9 49 -14 11.5 +4.4
HEAL Global X HealthTech ETF 1.9 50 -15 -0.6 -7.7
RVER Trenchless Fund ETF 1.9 65 -30 4.3 -2.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 10 25 9.7 +2.6
CGDV Capital Group Dividend Value ETF 1.9 33 2 4.5 -2.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 26 4.7 -2.4
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 6 6.9 -0.2
ESIX SPDR S&P SmallCap 600 ESG ETF 1.9 12 23 8.1 +1.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.9 3 32 5.1 -2.1
DIVY Sound Equity Dividend Income ETF 1.9 45 -10 9.8 +2.7
DUSA Davis Select U.S. Equity ETF 1.9 61 -26 7.4 +0.3
DWLD Davis Select Worldwide ETF 1.9 63 -28 7.2 +0.1
LCF Touchstone US Large Cap Focused ETF 1.9 69 -34 4.2 -2.9
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 10 5.2 -1.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.9 56 -21 0.3 -6.8
BLCV iShares Large Cap Value Active ETF 1.9 53 -18 7.4 +0.3
ITEQ BlueStar Israel Technology ETF 1.9 75 -40 1.6 -5.5
VONE Vanguard Russell 1000 ETF 1.9 7 28 4.8 -2.3
IWB iShares Russell 1000 ETF 1.9 15 20 4.8 -2.4
VTI Vanguard Total Stock Market ETF 1.9 3 32 4.8 -2.3
IYY iShares Dow Jones U.S. ETF 1.9 20 15 4.7 -2.4
SHE SPDR MSCI USA Gender Diversity ETF 1.9 20 15 4.9 -2.2
FQAL Fidelity Quality Factor ETF 1.9 15 20 5.7 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 32 4.8 -2.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 28 7.4 +0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.9 60 -25 7.0 -0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.9 60 -25 4.9 -2.2
EDOW First Trust Dow 30 Equal Weight ETF 1.9 50 -15 5.3 -1.8
DIA SPDR Dow Jones Industrial Average ETF Trust 1.9 16 19 5.4 -1.7
KONG Formidable Fortress ETF 1.9 89 -54 6.1 -1.0
SCHK Schwab 1000 Index ETF 1.9 5 30 4.9 -2.2
SCHB Schwab U.S. Broad Market ETF 1.9 3 32 4.9 -2.2
FPAG FPA Global Equity ETF 1.9 49 -14 5.7 -1.4
PCGG Polen Capital Global Growth ETF 1.9 85 -50 3.9 -3.3
TMFG Motley Fool Global Opportunities ETF 1.9 85 -50 4.0 -3.1
TOLL Tema Durable Quality ETF 1.9 75 -40 5.1 -2.0
GGRW Gabelli Growth Innovators ETF 1.9 90 -55 2.3 -4.8
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 -10 3.1 -4.0
IWFG IQ Winslow Focused Large Cap Growth ETF 1.9 65 -30 3.0 -4.2
CAML Congress Large Cap Growth ETF 1.9 66 -31 3.5 -3.6
VTHR Vanguard Russell 3000 ETF 1.9 7 28 4.8 -2.3
IWV iShares Russell 3000 ETF 1.9 20 15 4.7 -2.4
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 20 6.9 -0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -40 5.3 -1.8
PEY Invesco High Yield Equity Dividend Achievers ETF 1.8 52 -17 10.3 +3.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.8 39 -4 11.7 +4.6
SDOG ALPS Sector Dividend Dogs ETF 1.8 36 -1 9.5 +2.4
ACSI American Customer Satisfaction ETF 1.8 65 -30 4.7 -2.4
MDLV Morgan Dempsey Large Cap Value ETF 1.8 58 -23 7.5 +0.4
FTGS First Trust Growth Strength ETF 1.8 60 -25 5.0 -2.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.8 85 -50 3.9 -3.2
JGRW Jensen Quality Growth ETF 1.8 57 -22 4.6 -2.5
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 -20 5.7 -1.4
SFY SoFi Select 500 ETF 1.8 0 35 4.3 -2.8
TMAT Main Thematic Innovation ETF 1.8 164 -129 -1.5 -8.6
PBUS Invesco MSCI USA ETF 1.8 4 31 4.8 -2.3
SCHX Schwab U.S. Large-Cap ETF 1.8 3 32 4.9 -2.2
GQI Natixis Gateway Quality Income ETF 1.8 34 1 5.1 -2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 26 4.1 -3.0
TMFX Motley Fool Next Index ETF 1.8 50 -15 2.6 -4.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.6 -2.5
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.0 -3.1
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 32 4.7 -2.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 23 7.4 +0.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.8 65 -30 1.0 -6.1
MVPA Miller Value Partners Appreciation ETF 1.8 60 -25 9.6 +2.5
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 25 4.9 -2.2
QGRO American Century U.S. Quality Growth ETF 1.8 29 6 3.5 -3.6
SAMT Strategas Macro Thematic Opportunities ETF 1.8 65 -30 2.6 -4.5
SXQG ETC 6 Meridian Quality Growth ETF 1.8 100 -65 4.7 -2.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.8 29 6 6.6 -0.5
BELT iShares Long-Term U.S. Equity Active ETF 1.8 75 -40 3.0 -4.1
TOGA Tremblant Global ETF 1.8 69 -34 1.9 -5.2
ABIG Argent Large Cap ETF 1.8 49 -14 5.1 -2.0
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 4.9 -2.2
IVV iShares Core S&P 500 ETF 1.8 3 32 4.9 -2.2
VOO Vanguard S&P 500 ETF 1.8 3 32 4.9 -2.2
SPLG SPDR Portfolio S&P 500 ETF 1.8 2 33 4.9 -2.2
SPY SPDR S&P 500 ETF Trust 1.8 9 26 4.8 -2.3
FEOE First Eagle Overseas Equity ETF 1.8 79 -44 7.7 +0.6
VV Vanguard Large-Cap ETF 1.8 4 31 4.8 -2.4
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 6 10.6 +3.5
BLES Inspire Global Hope ETF 1.8 61 -26 6.8 -0.3
ALIL Argent Focused Small Cap ETF 1.7 74 -39 7.3 +0.2
STRV Strive 500 ETF 1.7 5 30 4.7 -2.4
LRGF iShares U.S. Equity Factor ETF 1.7 8 27 5.3 -1.8
FEGE First Eagle Global Equity ETF 1.7 79 -44 6.8 -0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 27 4.9 -2.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 7.8 +0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 25 5.0 -2.1
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -55 9.7 +2.6
VLUE iShares MSCI USA Value Factor ETF 1.7 15 20 9.0 +1.9
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 7.5 +0.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -17 6.3 -0.8
HLGE Hartford Longevity Economy ETF 1.7 44 -9 -0.4 -7.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.7 18 17 4.5 -2.6
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 15 8.9 +1.8
ABLS Abacus FCF Small Cap Leaders ETF 1.7 59 -24 6.3 -0.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 23 4.5 -2.6
IJR iShares Core S&P Small Cap ETF 1.7 6 29 7.6 +0.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 -4 5.8 -1.3
TMFS Motley Fool Small-Cap Growth ETF 1.6 85 -50 3.9 -3.2
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 20 5.4 -1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.6 15 20 4.1 -3.0
ROSC Hartford Multifactor Small Cap ETF 1.6 34 1 9.4 +2.3
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -25 8.1 +1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 26 5.1 -2.0
BDIV AAM Brentview Dividend Growth ETF 1.6 49 -14 4.5 -2.6
ASLV Allspring Special Large Value ETF 1.6 35 0 6.4 -0.7
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.7 +0.6
JGLO JPMorgan Global Select Equity ETF 1.6 33 2 4.9 -2.2
WBIY WBI Power Factor High Dividend ETF 1.6 100 -65 15.2 +8.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.5 3 32 7.6 +0.5
GINX SGI Enhanced Global Income ETF 1.5 98 -63 7.1 -0.0
ACVF American Conservative Values ETF 1.5 75 -40 4.4 -2.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 7 28 7.5 +0.4
CSMD Congress SMid Growth ETF 1.5 69 -34 3.9 -3.2
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 7 5.5 -1.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -60 0.5 -6.6
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 -1 4.7 -2.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.5 60 -25 6.8 -0.3
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 0 4.6 -2.5
EES WisdomTree U.S. SmallCap Fund 1.5 38 -3 8.9 +1.8
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 -14 5.5 -1.6
FDFF Fidelity Disruptive Finance ETF 1.5 50 -15 4.6 -2.5
AIEQ AI Powered Equity ETF 1.5 75 -40 3.7 -3.4
RVRB Reverb ETF 1.5 30 5 4.5 -2.6
PSC Principal U.S. Small-Cap ETF 1.5 38 -3 6.8 -0.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -30 7.7 +0.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.5 73 -38 10.8 +3.7
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.6 -1.5
FYC First Trust Small Cap Growth AlphaDEX Fund 1.4 71 -36 0.4 -6.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.4 55 -20 4.7 -2.4
RCGE RockCreek Global Equality ETF 1.4 95 -60 6.7 -0.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.4 59 -24 3.9 -3.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 15 5.6 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 5.6 -1.6
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 10 5.5 -1.6
CGGO Capital Group Global Growth Equity ETF 1.4 47 -12 4.5 -2.6
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 20 4.5 -2.6
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.4 5 30 8.0 +0.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 16 6.3 -0.8
IWL iShares Russell Top 200 ETF 1.4 15 20 4.5 -2.6
TOK iShares MSCI Kokusai ETF 1.4 26 9 4.9 -2.2
PWB Invesco Large Cap Growth ETF 1.4 56 -21 3.1 -4.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.3 61 -26 5.8 -1.3
VUSE Vident U.S. Equity Strategy ETF 1.3 50 -15 4.6 -2.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.8 -0.3
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.3 -2.8
VBK Vanguard Small-Cap Growth ETF 1.3 7 28 1.9 -5.2
URTH iShares MSCI World ETF 1.3 24 11 5.0 -2.1
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -13 4.4 -2.7
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 31 4.1 -3.0
DGT SPDR Global Dow ETF 1.3 50 -15 6.8 -0.3
FCPI Fidelity Stocks for Inflation ETF 1.2 15 20 7.5 +0.4
IJT iShares S&P Small-Cap 600 Growth ETF 1.2 18 17 5.5 -1.6
VTWG Vanguard Russell 2000 Growth ETF 1.2 10 25 1.4 -5.7
IWO iShares Russell 2000 Growth ETF 1.2 24 11 1.2 -5.9
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.6 -1.5
ETHO Etho Climate Leadership U.S. ETF 1.2 47 -12 5.2 -1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 15 5.5 -1.6
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 10 8.4 +1.3
IVW iShares S&P 500 Growth ETF 1.2 18 17 3.9 -3.2
GURU Global X Guru Index ETF 1.2 75 -40 2.9 -4.2
SPYG SPDR Portfolio S&P 500 Growth ETF 1.2 4 31 4.1 -3.0
VOOG Vanguard S&P 500 Growth ETF 1.2 7 28 4.0 -3.1
RFFC ALPS Active Equity Opportunity ETF 1.2 48 -13 4.3 -2.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 10 25 5.6 -1.5
SLYG SPDR S&P 600 Small Cap Growth ETF 1.2 15 20 5.5 -1.6
VT Vanguard Total World Stock ETF 1.2 6 29 5.7 -1.4
GSPY Gotham Enhanced 500 ETF 1.2 50 -15 5.2 -1.9
ACWI iShares MSCI ACWI ETF 1.2 32 3 5.4 -1.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 0 9.4 +2.3
FESM Fidelity Enhanced Small Cap ETF 1.1 28 7 7.0 -0.1
ITAN Sparkline Intangible Value ETF 1.1 50 -15 6.4 -0.7
MGC Vanguard Mega Cap ETF 1.1 7 28 4.6 -2.5
ILCG iShares Morningstar Growth ETF 1.1 4 31 3.6 -3.5
FFOX FundX Future Fund Opportunities ETF 1.1 100 -65 4.2 -2.9
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 5 7.7 +0.6
IWM iShares Russell 2000 ETF 1.1 19 16 4.1 -3.0
RSSL Global X Russell 2000 ETF 1.1 8 27 4.2 -2.9
VTWO Vanguard Russell 2000 ETF 1.1 7 28 4.2 -2.9
FFND Future Fund Active ETF 1.1 100 -65 4.2 -2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 5.2 -1.9
DUHP Dimensional US High Profitability ETF 1.0 21 14 6.4 -0.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.0 75 -40 5.0 -2.1
VOT Vanguard Mid-Cap Growth ETF 0.9 7 28 3.6 -3.5
MTUM iShares MSCI USA Momentum Factor ETF 0.9 15 20 3.4 -3.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 0.9 49 -14 4.4 -2.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 6 8.2 +1.1
IWN iShares Russell 2000 Value ETF 0.9 24 11 7.1 +0.0
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 5.3 -1.8
ISRA VanEck Israel ETF 0.9 59 -24 7.1 +0.0
VTWV Vanguard Russell 2000 Value ETF 0.9 10 25 7.2 +0.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 -3 10.0 +2.9
FDMO Fidelity Momentum Factor ETF 0.9 15 20 3.6 -3.5
SVAL iShares US Small Cap Value Factor ETF 0.9 20 15 10.5 +3.4
ISMD Inspire Small/Mid Cap ETF 0.9 54 -19 5.6 -1.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 4.5 -2.6
STXG Strive 1000 Growth ETF 0.8 18 17 3.8 -3.3
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 -4 5.6 -1.5
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 12 3.5 -3.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 7.0 -0.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 23 7.5 +0.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 -3 9.5 +2.4
CGDG Capital Group Dividend Growers ETF 0.8 47 -12 6.2 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -14 4.6 -2.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.7 75 -40 3.6 -3.5
GLOF iShares Global Equity Factor ETF 0.7 20 15 6.4 -0.7
AVUQ Avantis U.S. Quality ETF 0.7 15 20 4.3 -2.8
FINX Global X FinTech ETF 0.7 68 -33 2.2 -4.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.6 64 -29 2.2 -4.9
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 8.4 +1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -35 2.7 -4.4
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -27 3.8 -3.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.9 -3.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 10.9 +3.8
TXS Texas Capital Texas Equity Index ETF 0.6 49 -14 5.6 -1.5
DURA VanEck Durable High Dividend ETF 0.5 29 6 8.7 +1.6
JGRO JPMorgan Active Growth ETF 0.5 44 -9 3.4 -3.8
TTAC FCF US Quality ETF 0.5 59 -24 6.5 -0.6
IOO iShares Global 100 ETF 0.5 41 -6 4.6 -2.5
FDG American Century Focused Dynamic Growth ETF 0.5 45 -10 1.9 -5.2
VIDI Vident International Equity Strategy ETF 0.5 61 -26 10.8 +3.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -44 4.4 -2.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 14 3.6 -3.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -25 1.9 -5.2
VONG Vanguard Russell 1000 Growth ETF 0.4 7 28 4.4 -2.7
IWF iShares Russell 1000 Growth ETF 0.4 19 16 4.3 -2.8
KOMP SPDR S&P Kensho New Economies Composite ETF 0.3 20 15 2.3 -4.8
IWY iShares Russell Top 200 Growth ETF 0.3 20 15 4.5 -2.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -24 2.7 -4.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 17 3.9 -3.3
APIE ActivePassive International Equity ETF 0.3 45 -10 7.3 +0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 5.3 -1.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.2 -1.0
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -24 2.8 -4.3
OEF iShares S&P 100 ETF 0.2 20 15 4.4 -2.7
SPMO Invesco S&P 500 Momentum ETF 0.2 13 22 3.5 -3.6
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 -1 3.6 -3.5
HDV iShares Core High Dividend ETF 0.1 8 27 7.3 +0.2
VUG Vanguard Growth ETF 0.1 4 31 4.0 -3.1
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.1 -3.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 -12 9.1 +2.0
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 17 3.7 -3.4

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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 10.1 %
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		 1.59
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.