SPDR S&P Insurance ETF
ALTAR
Score™		 6.8% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 12.5x P/Sales
ratio		 1.2x
P/BV
ratio		 1.5x Div.
yield		 1.8%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Nov 08, 2005
Assets (mns) $841
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
GENWORTH FINANCIAL INC-CL A 2.3 %
GLOBE LIFE INC. 2.3 %
LEMONADE INC 2.2 %
LINCOLN NATIONAL CORP 2.2 %
WILLIS TOWERS WATSON PUBLIC LIMITE 2.1 %
OSCAR HEALTH, INC. CLASS A 2.1 %
MERCURY GENERAL CORP 2.1 %
FIRST AMERICAN FINANCIAL 2.1 %
LOEWS CORP 2.0 %
ALLSTATE CORP 2.0 %
Total 21.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.7 %
BERMUDA 9.3 %
BRITAIN 2.1 %
IRELAND 2.0 %
SWITZERLAND 1.8 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.6% 5.7% 16.7% 11.0% 8.0%

Market Correlations
versus... Beta R-squared
S&P500 0.71 35%
MSCI EAFE 0.61 29%
MSCI Emg. Mkts. 0.23 4%

Technical Indicators
Recent close $58.84
30d moving avg. $57.47
Annualized volatility 18.3%
Short interest (ETF) 18.6%
Short interest (Underlying) 2.3%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 782
Turnover 5.5%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 631 potential alternatives to the SPDR S&P Insurance ETF ETF based on the alternatives' overlap in portfolio holdings with KIE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: KIE Expense: 35 bp ALTAR Score™: 6.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH KIE
Ticker Fund
Name		 Overlap1
vs KIE
(%)		 Expense
ratio
(bp)		 Savings
vs KIE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs KIE
(%)
IAK iShares U.S. Insurance ETF 48.2 40 -5 7.0 +0.1
KBWP Invesco KBW Property & Casualty Insurance ETF 35.8 35 0 6.7 -0.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 28.8 40 -5 6.5 -0.3
FXO First Trust Financials AlphaDEX Fund 26.9 62 -27 8.1 +1.3
IYF iShares U.S. Financials ETF 18.9 40 -5 5.7 -1.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 18.6 60 -25 7.6 +0.8
IPDP Dividend Performers ETF 17.2 122 -87 5.1 -1.7
FNCL Fidelity MSCI Financials Index ETF 16.0 8 27 6.3 -0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 15.9 60 -25 4.8 -2.0
PFI Invesco Dorsey Wright Financial Momentum ETF 15.5 60 -25 6.5 -0.3
VFH Vanguard Financials ETF 14.7 9 26 6.3 -0.5
XLF Financial Select Sector SPDR Fund 14.0 8 27 5.7 -1.1
FTDS First Trust Dividend Strength ETF 13.5 70 -35 7.5 +0.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 13.2 60 -25 6.8 -0.0
SPMV Invesco S&P 500 Minimum Variance ETF 13.2 10 25 5.4 -1.5
LYLD Cambria Large Cap Shareholder Yield ETF 12.9 59 -24 9.4 +2.6
XMVM Invesco S&P MidCap Value with Momentum ETF 12.8 39 -4 9.6 +2.8
WTV WisdomTree US Value Fund of Benef Interest 12.7 12 23 8.9 +2.0
AVIE Avantis  Inflation Focused Equity ETF 12.6 25 10 7.3 +0.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 12.5 40 -5 7.0 +0.2
USCF Themes US Cash Flow Champions ETF 12.4 29 6 8.6 +1.8
LGCF Themes US Cash Flow Champions ETF 12.1 30 5 8.2 +1.4
SPVM Invesco S&P 500 Value with Momentum ETF 12.0 39 -4 7.6 +0.8
RNMC First Trust Mid Cap US Equity Select ETF 11.6 60 -25 6.4 -0.4
RDVY First Trust Rising Dividend Achievers ETF 11.4 50 -15 6.8 -0.0
JOET Virtus Terranova US Quality Momentum ETF 10.9 29 6 4.7 -2.2
SMCF Themes US Small Cap Cash Flow Champions ETF 10.6 29 6 11.9 +5.1
CZA Invesco Zacks Mid-Cap ETF 10.2 72 -37 6.5 -0.3
AVMV Avantis U.S. Mid Cap Value ETF 10.1 20 15 8.6 +1.8
SIXL ETC 6 Meridian Low Beta Equity ETF 10.1 80 -45 6.1 -0.7
GVLU Gotham 1000 Value ETF 10.1 50 -15 8.9 +2.0
VSDA VictoryShares Dividend Accelerator ETF 9.7 35 0 7.0 +0.2
SPGP Invesco S&P 500 GARP ETF 9.5 34 1 6.4 -0.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.2 12 23 5.7 -1.1
RNSC Furst Trust Small Cap US Equity Select ETF 9.2 60 -25 5.8 -1.0
USMV iShares MSCI USA Min Vol Factor ETF 8.9 15 20 5.8 -1.0
AVLV Avantis U.S. Large Cap Value ETF 8.9 15 20 7.7 +0.9
DFNL Davis Select Financial ETF 8.6 63 -28 7.4 +0.6
PY Principal Value ETF 8.6 15 20 7.1 +0.3
VAMO Cambria Value & Momentum ETF 8.6 61 -26 5.8 -1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.3 60 -25 7.4 +0.6
FSCS First Trust SMID Capital Strength ETF 8.3 60 -25 7.0 +0.2
XMLV Invesco S&P MidCap Low Volatility ETF 8.1 25 10 7.5 +0.7
PWV Invesco Large Cap Value ETF 8.1 55 -20 7.0 +0.2
SHRY First Trust Bloomberg Shareholder Yield ETF 8.1 60 -25 8.0 +1.2
IMCV iShares Morningstar Mid-Cap Value ETF 8.1 6 29 8.0 +1.2
RPV Invesco S&P 500 Pure Value ETF 8.1 35 0 10.4 +3.5
SPVU Invesco S&P 500 Enhanced Value ETF 8.0 13 22 10.0 +3.2
VOE Vanguard Mid-Cap Value ETF 8.0 7 28 7.6 +0.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.9 55 -20 9.9 +3.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.9 20 15 7.6 +0.8
IXG iShares Global Financials ETF 7.8 42 -7 6.5 -0.3
MBOX Freedom Day Dividend ETF 7.7 39 -4 7.4 +0.6
DEUS Xtrackers Russell US Multifactor ETF 7.7 17 18 7.0 +0.2
NUDV Nuveen ESG Dividend ETF 7.6 26 9 7.6 +0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.6 35 0 6.1 -0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.6 20 15 6.2 -0.6
FTCS First Trust Capital Strength ETF 7.6 55 -20 5.8 -1.0
FTGS First Trust Growth Strength ETF 7.6 60 -25 5.0 -1.8
PRXV Praxis Impact Large Cap Value ETF 7.6 36 -1 6.5 -0.3
PKW Invesco Buyback Achievers ETF 7.6 62 -27 7.1 +0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.2 +0.4
LEAD Siren DIVCON Leaders Dividend ETF 7.4 43 -8 4.2 -2.6
HAPY Harbor Human Capital Factor Unconstrained ETF 7.3 50 -15 5.6 -1.3
EQRR ProShares Equities for Rising Rates ETF 7.3 35 0 8.0 +1.2
RUNN Running Oak Efficient Growth ETF 7.2 58 -23 4.9 -2.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 20 6.6 -0.2
FTA First Trust Large Cap Value AlphaDEX Fund 7.1 59 -24 8.9 +2.0
BGDV Bahl & Gaynor Dividend ETF 7.1 45 -10 4.7 -2.1
RFV Invesco S&P Midcap 400 Pure Value ETF 7.0 35 0 12.9 +6.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.0 29 6 6.2 -0.6
OCFS Otter Creek Focus Strategy ETF 6.9 85 -50 4.0 -2.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.9 80 -45 7.7 +0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.8 15 20 8.9 +2.1
SYLD Cambria Shareholder Yield ETF 6.8 59 -24 11.6 +4.7
QUVU Hartford Quality Value ETF 6.8 46 -11 7.3 +0.5
USMF WisdomTree U.S. Multifactor Fund 6.8 28 7 7.0 +0.2
DON WisdomTree U.S. MidCap Dividend Fund 6.7 38 -3 8.7 +1.9
DVY iShares Select Dividend ETF 6.7 38 -3 9.0 +2.2
VFMF Vanguard U.S. Multifactor ETF 6.6 18 17 7.9 +1.1
CFA VictoryShares US 500 Volatility Wtd ETF 6.5 35 0 5.9 -1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.5 40 -5 5.8 -1.0
AVMC Avantis U.S. Mid Cap Equity ETF 6.5 18 17 6.8 +0.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.5 25 10 5.4 -1.4
TPHD Timothy Plan High Dividend Stock ETF 6.4 52 -17 7.0 +0.2
SPLV Invesco S&P 500 Low Volatility ETF 6.4 25 10 5.3 -1.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.4 54 -19 7.0 +0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.4 30 5 8.2 +1.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.3 70 -35 4.7 -2.1
PSCF Invesco S&P SmallCap Financials ETF 6.3 29 6 9.0 +2.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.3 52 -17 5.5 -1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.2 58 -23 5.4 -1.4
TMDV ProShares Russell US Dividend Growers ETF 6.2 35 0 6.4 -0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.0 18 17 5.8 -1.0
ZECP Zacks Earnings Consistent Portfolio ETF 6.0 55 -20 4.8 -2.0
NULV Nuveen ESG Large-Cap Value ETF 6.0 26 9 6.3 -0.5
VFVA Vanguard U.S. Value Factor ETF 6.0 13 22 10.8 +4.0
DFLV Dimensional US Large Cap Value ETF 5.8 22 13 7.7 +0.9
ROE Astoria US Quality Kings ETF 5.8 49 -14 6.5 -0.3
FOVL iShares Focused Value Factor ETF 5.8 25 10 10.7 +3.9
IJJ iShares S&P Mid-Cap 400 Value ETF 5.8 18 17 8.6 +1.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.8 60 -25 5.9 -0.9
BRIF FIS Bright Portfolios Focused Equity ETF 5.8 65 -30 4.9 -1.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.8 60 -25 5.3 -1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.8 30 5 4.4 -2.5
MDYV SPDR S&P 400 Mid Cap Value ETF 5.7 15 20 8.7 +1.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.7 10 25 8.8 +2.0
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 12 5.7 -1.1
GLRY Inspire Faithward Mid Cap Momentum ETF 5.6 80 -45 6.1 -0.7
FLRG Fidelity U.S. Multifactor ETF 5.6 15 20 6.9 +0.1
JQUA JPMorgan U.S. Quality Factor ETF 5.5 12 23 5.8 -1.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 5.4 36 -1 10.4 +3.6
XMHQ Invesco S&P MidCap Quality ETF 5.4 25 10 6.5 -0.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.4 55 -20 4.2 -2.6
ACWV iShares MSCI Global Min Vol Factor ETF 5.4 20 15 6.2 -0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 5.3 67 -32 9.8 +2.9
CVY Invesco Zacks Multi-Asset Income ETF 5.3 106 -71 12.2 +5.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 20 6.0 -0.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.3 35 0 5.9 -0.9
FVD First Trust Value Line Dividend Index Fund 5.2 65 -30 6.2 -0.6
VFMO Vanguard U.S. Momentum Factor ETF 5.2 13 22 3.0 -3.8
FNK First Trust Mid Cap Value AlphaDEX Fund 5.2 70 -35 10.8 +4.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 10 5.9 -0.9
XMMO Invesco S&P MidCap Momentum ETF 5.2 34 1 5.6 -1.3
AVSU Avantis Responsible U.S. Equity ETF 5.2 15 20 6.0 -0.9
IWS iShares Russell Mid-Cap Value ETF 5.2 23 12 6.7 -0.1
IMCB iShares Morningstar Mid-Cap ETF 5.2 4 31 6.0 -0.8
BGIG Bahl & Gaynor Income Growth ETF 5.1 45 -10 5.2 -1.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.1 15 20 7.9 +1.0
ROUS Hartford Multifactor US Equity ETF 5.1 19 16 7.0 +0.2
SDY SPDR S&P Dividend ETF 5.1 35 0 6.6 -0.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.1 50 -15 8.1 +1.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 5.1 25 10 5.3 -1.5
AFMC First Trust Active Factor Mid Cap ETF 5.0 65 -30 8.4 +1.6
RAYD Rayliant Quantitative Developed Market Equity ETF 5.0 80 -45 4.4 -2.4
FLV American Century Focused Large Cap Value ETF 5.0 42 -7 6.5 -0.3
EBI Longview Advantage ETF 4.9 35 0 6.5 -0.3
VO Vanguard Mid-Cap ETF 4.9 4 31 5.7 -1.1
FUNL CornerCap Fundametrics Large-Cap ETF 4.9 50 -15 7.2 +0.4
RGEF Rockefeller Global Equity ETF 4.9 55 -20 4.8 -2.0
ONEO SPDR Russell 1000 Momentum Focus ETF 4.9 20 15 6.9 +0.1
QLV FlexShares US Quality Low Volatility Index Fund 4.9 22 13 5.6 -1.2
LOWV AB US Low Volatility Equity ETF 4.8 48 -13 5.2 -1.7
FDLO Fidelity Low Volatility Factor ETF 4.8 15 20 5.4 -1.5
JHMM John Hancock Multifactor Mid Cap ETF 4.8 42 -7 6.3 -0.5
EZM WisdomTree U.S. MidCap Fund 4.8 38 -3 9.0 +2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.8 20 15 6.4 -0.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 11 8.1 +1.3
LST Leuthold Select Industries ETF 4.8 91 -56 5.1 -1.7
FSMD Fidelity Small-Mid Multifactor ETF 4.7 15 20 7.0 +0.2
OSCV Opus Small Cap Value ETF 4.7 79 -44 6.4 -0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 4.7 12 23 7.0 +0.2
GDIV Harbor Dividend Growth Leaders ETF 4.7 50 -15 5.2 -1.6
CHGX AXS Change Finance ESG ETF 4.7 49 -14 4.8 -2.1
RWK Invesco S&P MidCap 400 Revenue ETF 4.7 39 -4 9.3 +2.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.6 25 10 7.8 +1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.6 15 20 7.2 +0.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 6.1 -0.7
GOP Unusual Whales Subversive Republican Trading ETF 4.5 50 -15 5.5 -1.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.5 30 5 6.6 -0.2
STXV Strive 1000 Value ETF 4.5 18 17 8.0 +1.1
MDY SPDR S&P Midcap 400 ETF Trust 4.4 24 11 7.1 +0.3
IJH iShares Core S&P Mid-Cap ETF 4.4 5 30 7.3 +0.5
VTV Vanguard Value ETF 4.4 4 31 6.9 +0.0
DFSU Dimensional US Sustainability Core 1 ETF 4.4 18 17 5.3 -1.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.3 35 0 7.7 +0.9
DFUV Dimensional US Marketwide Value ETF 4.3 22 13 7.5 +0.6
RSP Invesco S&P 500 Equal Weight ETF 4.3 20 15 6.5 -0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 6.1 -0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 4.3 7 28 7.4 +0.6
STXM Strive Mid-Cap ETF 4.3 18 17 6.1 -0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.3 38 -3 7.7 +0.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.3 3 32 7.3 +0.5
VBR Vanguard Small Cap Value ETF 4.2 7 28 9.1 +2.2
SIZE iShares MSCI USA Size Factor ETF 4.2 15 20 6.0 -0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.1 -0.7
AVUS Avantis U.S. Equity ETF 4.2 15 20 5.7 -1.1
QUS SPDR MSCI USA StrategicFactors ETF 4.2 15 20 5.7 -1.1
VEGN US Vegan Climate ETF 4.2 60 -25 4.5 -2.4
FDLS Inspire Fidelis Multi Factor ETF 4.2 76 -41 5.1 -1.7
EUSA iShares MSCI USA Equal Weighted ETF 4.2 9 26 6.1 -0.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.2 59 -24 5.8 -1.0
AFLG First Trust Active Factor Large Cap ETF 4.2 55 -20 6.3 -0.5
EQIN Columbia US Equity Income ETF 4.2 35 0 6.9 +0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 23 6.5 -0.3
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 6.7 -0.1
USXF iShares ESG Advanced MSCI USA ETF 4.1 10 25 4.5 -2.3
SCHM Schwab U.S. Mid-Cap ETF 4.1 4 31 6.6 -0.2
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.4 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 6 6.4 -0.4
IWR iShares Russell Midcap ETF 4.1 19 16 5.7 -1.1
USSE Segall Bryant & Hamill Select Equity ETF 4.1 65 -30 4.3 -2.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 4.1 35 0 7.1 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.1 7 28 6.0 -0.8
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 6.7 -0.1
VIG Vanguard Dividend Appreciation ETF 4.0 5 30 5.6 -1.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.0 65 -30 6.4 -0.5
DFVX Dimensional US Large Cap Vector ETF 4.0 22 13 6.2 -0.6
ABEQ Absolute Select Value ETF 4.0 85 -50 4.7 -2.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 4.0 55 -20 4.6 -2.2
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 -25 5.7 -1.1
SMAP Amplify Small-Mid Cap Equity ETF 3.9 60 -25 5.5 -1.3
DEMZ Democratic Large Cap Core ETF 3.9 45 -10 4.5 -2.4
JEPI JPMorgan Equity Premium Income ETF 3.9 35 0 5.6 -1.2
DFAT Dimensional U.S. Targeted Value ETF 3.9 28 7 9.2 +2.4
NUSC Nuveen ESG Small-Cap ETF 3.9 31 4 5.3 -1.5
FDWM Fidelity Women's Leadership ETF 3.9 59 -24 4.8 -2.0
HOMZ Hoya Capital Housing ETF 3.9 30 5 9.3 +2.5
BEEX BeeHive ETF 3.8 84 -49 4.3 -2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 17 7.7 +0.9
COWS Amplify Cash Flow Dividend Leaders ETF 3.8 0 35 11.8 +5.0
IWD iShares Russell 1000 Value ETF 3.8 19 16 6.4 -0.4
RJMG FT Raymond James Multicap Growth Equity ETF 3.8 85 -50 2.0 -4.8
SFYX SoFi Next 500 ETF 3.8 0 35 5.7 -1.1
VYM Vanguard High Dividend Yield Index ETF 3.8 6 29 7.0 +0.2
JMOM JPMorgan U.S. Momentum Factor ETF 3.8 12 23 4.5 -2.3
CZAR Themes Natural Monopoly ETF 3.8 35 0 5.7 -1.1
GRPM Invesco S&P MidCap 400 GARP ETF 3.7 35 0 7.5 +0.7
DIVS SmartETFs Dividend Builder ETF 3.7 65 -30 5.0 -1.8
SCHV Schwab U.S. Large-Cap Value ETF 3.7 4 31 6.7 -0.1
PTL Inspire 500 ETF 3.7 9 26 5.2 -1.6
JHML John Hancock Multifactor Large Cap ETF 3.7 29 6 5.3 -1.5
FVAL Fidelity Value Factor ETF 3.7 15 20 6.8 +0.0
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.7 48 -13 8.1 +1.3
PFM Invesco Dividend Achievers ETF 3.7 53 -18 5.3 -1.5
VLU SPDR S&P 1500 Value Tilt ETF 3.7 12 23 7.4 +0.6
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.5 -1.3
FELV Fidelity Enhanced Large Cap Value ETF 3.7 18 17 6.7 -0.1
JHDV John Hancock U.S. High Dividend ETF 3.7 34 1 6.6 -0.3
FBCV Fidelity Blue Chip Value ETF 3.7 59 -24 7.4 +0.5
VONV Vanguard Russell 1000 Value ETF 3.6 7 28 6.5 -0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 -4 8.3 +1.5
NULC Nuveen ESG Large-Cap ETF 3.6 21 14 4.6 -2.2
KRMA Global X Conscious Companies ETF 3.6 43 -8 5.8 -1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.5 35 0 5.3 -1.5
DXUV Dimensional US Vector Equity ETF 3.5 28 7 6.2 -0.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.5 65 -30 3.6 -3.2
VFMV Vanguard U.S. Minimum Volatility ETF 3.5 13 22 5.7 -1.1
AVUV Avantis U.S. Small Cap Value ETF 3.5 25 10 9.7 +2.9
PRAY FIS Christian Stock Fund 3.5 69 -34 5.1 -1.7
EPS WisdomTree U.S. LargeCap Fund 3.5 8 27 5.7 -1.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.4 35 0 7.7 +0.9
TPSC Timothy Plan US Small Cap Core ETF 3.4 52 -17 6.7 -0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.4 30 5 8.9 +2.1
RWL Invesco S&P 500 Revenue ETF 3.4 39 -4 6.8 +0.0
AUSF Global X Adaptive U.S. Factor ETF 3.4 27 8 8.7 +1.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.4 35 0 10.0 +3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 3.4 60 -25 7.3 +0.5
NUMV Nuveen ESG Mid-Cap Value ETF 3.4 31 4 6.9 +0.1
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 17 6.5 -0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.3 38 -3 6.2 -0.6
MAGA Point Bridge America First ETF 3.3 72 -37 5.7 -1.1
MGV Vanguard Mega Cap Value ETF 3.3 7 28 6.6 -0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.3 17 18 5.7 -1.1
FLDZ RiverNorth Patriot ETF 3.3 75 -40 6.1 -0.7
RPG Invesco S&P 500 Pure Growth ETF 3.3 35 0 3.2 -3.6
TMFM Motley Fool Mid-Cap Growth ETF 3.3 85 -50 2.6 -4.2
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 6.0 -0.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.3 10 25 4.3 -2.5
ONEY SPDR Russell 1000 Yield Focus ETF 3.2 20 15 9.4 +2.6
ISCV iShares Morningstar Small Cap Value ETF 3.2 6 29 9.2 +2.4
XSHQ Invesco S&P SmallCap Quality ETF 3.2 29 6 7.1 +0.2
DGRO iShares Core Dividend Growth ETF 3.2 8 27 6.5 -0.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.2 15 20 4.6 -2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.2 24 11 7.7 +0.8
IWX iShares Russell Top 200 Value ETF 3.2 20 15 6.2 -0.6
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 26 5.5 -1.3
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 -7 4.2 -2.6
JHSC John Hancock Multifactor Small Cap ETF 3.1 42 -7 6.6 -0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.1 10 25 4.3 -2.5
IJK iShares S&P Mid-Cap 400 Growth ETF 3.1 17 18 5.8 -1.0
PRF Invesco FTSE RAFI US 1000 ETF 3.1 39 -4 6.8 -0.1
QWLD SPDR MSCI World StrategicFactors ETF 3.1 30 5 5.9 -0.9
DFAC Dimensional U.S. Core Equity 2 ETF 3.1 17 18 5.5 -1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.1 9 26 5.2 -1.6
VB Vanguard Small-Cap ETF 3.1 5 30 6.1 -0.7
AZTD Aztlan Global Stock Selection DM SMID ETF 3.1 75 -40 7.4 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 10 5.6 -1.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.0 10 25 6.0 -0.8
MODL VictoryShares WestEnd U.S. Sector ETF 3.0 42 -7 4.6 -2.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.0 9 26 4.9 -2.0
SGLC SGI U.S. Large Cap Core ETF 3.0 85 -50 4.0 -2.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.0 35 0 7.1 +0.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.9 15 20 5.8 -1.0
STXD Strive 1000 Dividend Growth ETF 2.9 35 0 4.8 -2.0
OPTZ Optimize Strategy Index ETF 2.9 50 -15 4.6 -2.3
DCOR Dimensional US Core Equity 1 ETF 2.9 14 21 5.3 -1.5
YOKE Yoke Core ETF 2.9 42 -7 4.4 -2.5
JSTC Adasina Social Justice All Cap Global ETF 2.9 89 -54 4.8 -2.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.9 39 -4 9.6 +2.7
REVS Columbia Research Enhanced Value ETF 2.9 19 16 7.5 +0.7
DFAS Dimensional U.S. Small Cap ETF 2.9 26 9 6.3 -0.5
RNIN Bushido Capital US SMID Cap Equity ETF 2.9 70 -35 10.3 +3.4
SIXS ETC 6 Meridian Small Cap Equity ETF 2.9 89 -54 9.6 +2.8
LQPE PEO AlphaQuest Thematic PE ETF 2.9 125 -90 5.3 -1.6
THRO iShares U.S. Thematic Rotation Active ETF 2.9 90 -55 4.0 -2.9
FNDX Schwab Fundamental US Large Co. Index ETF 2.8 25 10 7.2 +0.4
BLCV iShares Large Cap Value Active ETF 2.8 53 -18 7.3 +0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.8 48 -13 6.0 -0.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.8 35 0 4.0 -2.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.8 70 -35 4.5 -2.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.8 4 31 5.9 -0.9
TAX Cambria Tax Aware ETF 2.8 49 -14 5.0 -1.8
ILCV iShares Morningstar Value ETF 2.8 4 31 6.4 -0.4
IUSV iShares Core S&P US Value ETF 2.8 4 31 6.4 -0.4
DTD WisdomTree U.S. Total Dividend Fund 2.8 28 7 6.3 -0.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.7 35 0 5.1 -1.7
ISCB iShares Morningstar Small-Cap ETF 2.7 4 31 6.2 -0.6
QDF FlexShares Quality Dividend Index Fund 2.7 37 -2 6.2 -0.7
FNDB Schwab Fundamental US Broad Market Index ETF 2.7 25 10 7.2 +0.4
LVOL American Century Low Volatility ETF 2.7 29 6 4.9 -2.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.7 52 -17 6.2 -0.6
AIEQ AI Powered Equity ETF 2.7 75 -40 3.7 -3.1
SMLF iShares U.S. SmallCap Equity Factor ETF 2.7 15 20 5.9 -1.0
VOOV Vanguard S&P 500 Value ETF 2.6 7 28 6.3 -0.6
IVE iShares S&P 500 Value ETF 2.6 18 17 6.1 -0.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.6 4 31 6.3 -0.5
VXF Vanguard Extended Market ETF 2.6 5 30 4.7 -2.2
SUSA iShares MSCI USA ESG Select ETF 2.6 25 10 4.7 -2.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 20 4.9 -1.9
HKND Humankind US Stock ETF 2.6 11 24 7.1 +0.3
FYC First Trust Small Cap Growth AlphaDEX Fund 2.6 71 -36 0.5 -6.4
HDUS Hartford Disciplined US Equity ETF 2.6 19 16 5.7 -1.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.5 60 -25 2.0 -4.8
SMMD iShares Russell 2500 ETF 2.5 15 20 6.1 -0.7
STXK Strive Small-Cap ETF 2.5 18 17 5.8 -1.0
DIVB iShares Core Dividend ETF 2.5 5 30 8.0 +1.2
HAPS Harbor Human Capital Factor US Small Cap ETF 2.5 60 -25 3.9 -2.9
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.5 7 28 9.8 +2.9
DSPY Tema S&P 500 Historical Weight ETF 2.5 18 17 5.1 -1.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 20 7.5 +0.7
IUS Invesco RAFI Strategic US ETF 2.5 19 16 6.9 +0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.5 9 26 4.6 -2.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 15 6.8 -0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.4 32 3 4.9 -1.9
DFAU Dimensional US Core Equity Market ETF 2.4 12 23 5.0 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.4 75 -40 4.0 -2.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.4 49 -14 4.5 -2.4
XSLV Invesco S&P SmallCap Low Volatility ETF 2.4 25 10 7.4 +0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 24 5.1 -1.7
SCHA Schwab U.S. Small-Cap ETF 2.4 4 31 5.9 -0.9
SCHD Schwab US Dividend Equity ETF 2.4 6 29 9.6 +2.8
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 25 5.1 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 4.8 -2.0
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 26 4.7 -2.1
DLN WisdomTree U.S. LargeCap Dividend Fund 2.4 28 7 5.9 -0.9
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -10 10.4 +3.6
DFSV Dimensional US Small Cap Value ETF 2.3 31 4 9.9 +3.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.3 12 23 5.2 -1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 4.9 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.0 -1.8
DSI iShares MSCI KLD 400 Social ETF 2.3 25 10 4.8 -2.0
DHS WisdomTree U.S. High Dividend Fund 2.3 38 -3 8.0 +1.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -60 0.5 -6.3
SPHQ Invesco S&P 500 Quality ETF 2.3 15 20 5.5 -1.4
BIBL Inspire 100 ETF 2.3 35 0 5.1 -1.7
FFLC Fidelity Fundamental Large Cap Core ETF 2.3 38 -3 4.5 -2.3
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -44 4.1 -2.7
WCEO Hypatia Women CEO ETF 2.3 85 -50 3.7 -3.1
IMCG iShares Morningstar Mid-Cap Growth ETF 2.3 6 29 3.9 -2.9
BKWO BNY Mellon Women's Opportunities ETF 2.3 50 -15 3.6 -3.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.3 29 6 4.4 -2.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.3 6 29 2.9 -3.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 25 4.9 -1.9
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 4.8 -2.1
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 9.7 +2.9
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 6 4.6 -2.2
MVPA Miller Value Partners Appreciation ETF 2.2 60 -25 9.3 +2.5
FELC Fidelity Enhanced Large Cap Core ETF 2.2 18 17 5.2 -1.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 16 5.3 -1.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 33 4.9 -1.9
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 23 8.1 +1.3
VOTE TCW Transform 500 ETF 2.2 5 30 4.8 -2.0
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 20 4.7 -2.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 35 4.9 -1.9
ITEQ BlueStar Israel Technology ETF 2.2 75 -40 1.7 -5.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 28 4.8 -2.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.2 60 -25 9.4 +2.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.1 7 28 5.1 -1.8
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -27 3.9 -2.9
GQQQ Astoria US Quality Growth Kings ETF 2.1 35 0 4.6 -2.2
HEAL Global X HealthTech ETF 2.1 50 -15 -0.7 -7.6
RVER Trenchless Fund ETF 2.1 65 -30 4.3 -2.5
SHE SPDR MSCI USA Gender Diversity ETF 2.1 20 15 5.0 -1.8
SLYV SPDR S&P 600 Small Cap Value ETF 2.1 15 20 9.7 +2.9
XVV iShares ESG Screened S&P 500 ETF 2.1 8 27 4.8 -2.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 25 9.7 +2.9
DFUS Dimensional U.S. Equity ETF 2.1 9 26 4.8 -2.0
ULVM VictoryShares US Value Momentum ETF 2.1 20 15 7.3 +0.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 32 5.1 -1.7
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 22 6.3 -0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.0 15 20 4.2 -2.6
JPEF JPMorgan Equity Focus ETF 2.0 50 -15 4.3 -2.6
IYY iShares Dow Jones U.S. ETF 2.0 20 15 4.8 -2.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.0 56 -21 0.3 -6.5
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -26 5.9 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 32 4.9 -2.0
VTI Vanguard Total Stock Market ETF 2.0 3 32 4.9 -2.0
VONE Vanguard Russell 1000 ETF 2.0 7 28 4.9 -1.9
FQAL Fidelity Quality Factor ETF 2.0 15 20 5.6 -1.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -14 11.2 +4.4
IWB iShares Russell 1000 ETF 2.0 15 20 4.8 -2.0
SCHK Schwab 1000 Index ETF 2.0 5 30 5.0 -1.9
FPAG FPA Global Equity ETF 2.0 49 -14 5.7 -1.1
PCGG Polen Capital Global Growth ETF 2.0 85 -50 3.8 -3.0
TMFG Motley Fool Global Opportunities ETF 2.0 85 -50 3.9 -3.0
TOLL Tema Monopolies and Oligopolies ETF 2.0 75 -40 5.1 -1.7
MTUM iShares MSCI USA Momentum Factor ETF 2.0 15 20 3.5 -3.3
KBWD Invesco KBW High Dividend Yield Financial ETF 2.0 384 -349 13.2 +6.4
VALQ American Century U.S. Quality Value ETF 2.0 29 6 7.7 +0.9
APUE ActivePassive U.S. Equity ETF 2.0 45 -10 4.6 -2.2
SCHB Schwab U.S. Broad Market ETF 2.0 3 32 5.0 -1.8
SFY SoFi Select 500 ETF 2.0 0 35 4.4 -2.4
IWV iShares Russell 3000 ETF 2.0 20 15 4.7 -2.1
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 5.3 -1.5
VTHR Vanguard Russell 3000 ETF 2.0 7 28 4.8 -2.0
SCHX Schwab U.S. Large-Cap ETF 2.0 3 32 4.9 -1.9
ESIX SPDR S&P SmallCap 600 ESG ETF 2.0 12 23 7.9 +1.1
FEGE First Eagle Global Equity ETF 2.0 79 -44 7.0 +0.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.0 78 -43 9.4 +2.6
SUSL iShares ESG MSCI USA Leaders ETF 2.0 10 25 4.9 -1.9
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 10 5.4 -1.5
OALC OneAscent Large Cap Core ETF 2.0 86 -51 4.1 -2.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.0 20 15 4.7 -2.1
UDI USCF Dividend Income Fund 2.0 65 -30 8.1 +1.3
EDOW First Trust Dow 30 Equal Weight ETF 2.0 50 -15 5.3 -1.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.0 7 28 7.4 +0.6
DIA SPDR Dow Jones Industrial Average ETF Trust 2.0 16 19 5.4 -1.4
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 6 7.1 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 5.2 -1.6
ILCB iShares Morningstar U.S. Equity ETF 1.9 3 32 4.8 -2.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 0 9.3 +2.5
KONG Formidable Fortress ETF 1.9 89 -54 6.0 -0.8
DIVY Sound Equity Dividend Income ETF 1.9 45 -10 9.5 +2.7
IVV iShares Core S&P 500 ETF 1.9 3 32 4.9 -1.9
SPLG SPDR Portfolio S&P 500 ETF 1.9 2 33 4.9 -1.9
VOO Vanguard S&P 500 ETF 1.9 3 32 5.0 -1.9
SPY SPDR S&P 500 ETF Trust 1.9 9 26 4.9 -1.9
VV Vanguard Large-Cap ETF 1.9 4 31 4.8 -2.0
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 23 7.3 +0.5
DUSA Davis Select U.S. Equity ETF 1.9 61 -26 7.3 +0.5
DWLD Davis Select Worldwide ETF 1.9 63 -28 7.2 +0.4
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 -1 9.4 +2.6
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -17 10.1 +3.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 -4 11.6 +4.8
ACSI American Customer Satisfaction ETF 1.9 65 -30 4.7 -2.1
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 -23 7.4 +0.6
FEOE First Eagle Overseas Equity ETF 1.9 79 -44 8.0 +1.2
SMRI Bushido Capital US Equity ETF 1.9 71 -36 9.5 +2.7
LCF Touchstone US Large Cap Focused ETF 1.9 69 -34 4.2 -2.6
PBUS Invesco MSCI USA ETF 1.9 4 31 4.8 -2.0
TMFX Motley Fool Next Index ETF 1.9 50 -15 2.6 -4.2
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 10 6.2 -0.6
STRV Strive 500 ETF 1.8 5 30 4.8 -2.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.8 8 27 4.9 -1.9
VLUE iShares MSCI USA Value Factor ETF 1.8 15 20 9.5 +2.7
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 4.9 -1.9
BLES Inspire Global Hope ETF 1.8 61 -26 6.8 -0.0
GQI Natixis Gateway Quality Income ETF 1.8 34 1 5.0 -1.8
FDRR Fidelity Dividend ETF for Rising Rates 1.8 15 20 7.0 +0.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 20 7.7 +0.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.8 85 -50 3.9 -2.9
DIVL Madison Dividend Value ETF 1.8 65 -30 5.8 -1.0
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -14 4.6 -2.2
JGRW Jensen Quality Growth ETF 1.8 57 -22 4.5 -2.3
QGRO American Century U.S. Quality Growth ETF 1.8 29 6 3.5 -3.3
SAMT Strategas Macro Thematic Opportunities ETF 1.8 65 -30 2.8 -4.1
SXQG ETC 6 Meridian Quality Growth ETF 1.8 100 -65 4.6 -2.3
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -25 7.9 +1.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.8 29 6 6.6 -0.2
TOGA Tremblant Global ETF 1.8 69 -34 1.8 -5.0
GRNY Fundstrat Granny Shots US Large Cap ETF 1.8 75 -40 2.6 -4.2
ABIG Argent Large Cap ETF 1.8 49 -14 5.1 -1.8
IJR iShares Core S&P Small Cap ETF 1.8 6 29 7.6 +0.8
CGDV Capital Group Dividend Value ETF 1.8 33 2 4.5 -2.3
GGRW Gabelli Growth Innovators ETF 1.8 90 -55 2.3 -4.5
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -10 3.3 -3.6
IWFG IQ Winslow Focused Large Cap Growth ETF 1.8 65 -30 2.9 -3.9
CAML Congress Large Cap Growth ETF 1.8 66 -31 3.4 -3.4
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 6 10.5 +3.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.8 10 25 5.1 -1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 17 4.6 -2.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.8 12 23 4.5 -2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 -4 5.8 -1.0
ALIL Argent Focused Small Cap ETF 1.7 74 -39 6.9 +0.1
QUAL iShares MSCI USA Quality Factor ETF 1.7 15 20 5.4 -1.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 26 4.2 -2.6
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 5.6 -1.2
JGLO JPMorgan Global Select Equity ETF 1.7 33 2 4.9 -1.9
LRGF iShares U.S. Equity Factor ETF 1.7 8 27 5.4 -1.4
BFOR ALPS Barron's 400 ETF 1.7 65 -30 5.9 -0.9
HLGE Hartford Longevity Economy ETF 1.7 44 -9 -0.4 -7.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 32 7.6 +0.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 39 -4 3.4 -3.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 26 5.2 -1.6
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 7.5 +0.7
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 7 28 7.6 +0.7
EES WisdomTree U.S. SmallCap Fund 1.7 38 -3 8.6 +1.8
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -25 9.2 +2.4
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 15 8.6 +1.8
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -24 3.9 -2.9
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 7 5.4 -1.4
ASLV Allspring Special Large Value ETF 1.6 35 0 6.4 -0.4
ACVF American Conservative Values ETF 1.6 75 -40 4.3 -2.5
RVRB Reverb ETF 1.6 30 5 4.5 -2.3
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -1 4.8 -2.1
CSMD Congress SMid Growth ETF 1.6 69 -34 3.9 -3.0
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 5.6 -1.3
FDFF Fidelity Disruptive Finance ETF 1.6 50 -15 4.2 -2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 -17 6.3 -0.5
SURE AdvisorShares Insiders Advantage ETF 1.6 90 -55 9.5 +2.7
TMFS Motley Fool Small-Cap Growth ETF 1.5 85 -50 3.6 -3.2
PSC Principal U.S. Small-Cap ETF 1.5 38 -3 6.8 -0.0
CGGO Capital Group Global Growth Equity ETF 1.5 47 -12 4.7 -2.1
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.6 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 26 5.7 -1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 16 6.3 -0.5
VBK Vanguard Small-Cap Growth ETF 1.5 7 28 1.9 -4.9
IWL iShares Russell Top 200 ETF 1.5 15 20 4.6 -2.2
SNPG Xtrackers S&P 500 Growth ESG ETF 1.5 15 20 4.5 -2.3
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.4 -2.4
TOK iShares MSCI Kokusai ETF 1.5 26 9 5.0 -1.8
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.7 -0.1
ITAN Sparkline Intangible Value ETF 1.5 50 -15 6.6 -0.2
ROSC Hartford Multifactor Small Cap ETF 1.4 34 1 9.2 +2.4
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 31 4.2 -2.7
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.4 5 30 7.9 +1.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 15 5.5 -1.3
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 10 5.5 -1.3
IWO iShares Russell 2000 Growth ETF 1.4 24 11 1.3 -5.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 17 5.4 -1.4
URTH iShares MSCI World ETF 1.4 24 11 5.1 -1.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.4 65 -30 1.1 -5.8
VTWG Vanguard Russell 2000 Growth ETF 1.4 10 25 1.4 -5.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.4 75 -40 4.9 -2.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.7 -0.1
VOOG Vanguard S&P 500 Growth ETF 1.3 7 28 4.1 -2.8
MGC Vanguard Mega Cap ETF 1.3 7 28 4.6 -2.2
IVW iShares S&P 500 Growth ETF 1.3 18 17 4.0 -2.9
SPYG SPDR Portfolio S&P 500 Growth ETF 1.3 4 31 4.1 -2.7
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.3 -2.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -30 8.1 +1.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 20 5.5 -1.4
TMAT Main Thematic Innovation ETF 1.3 164 -129 -1.5 -8.3
FCPI Fidelity Stocks for Inflation ETF 1.3 15 20 7.5 +0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -29 2.2 -4.6
ETHO Etho Climate Leadership U.S. ETF 1.3 47 -12 5.3 -1.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 25 5.6 -1.3
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -13 4.4 -2.4
FFOX FundX Future Fund Opportunities ETF 1.3 100 -65 4.2 -2.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 15 5.6 -1.2
DGT SPDR Global Dow ETF 1.3 50 -15 7.0 +0.2
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.7 -1.1
GURU Global X Guru Index ETF 1.3 75 -40 3.0 -3.8
ACWI iShares MSCI ACWI ETF 1.2 32 3 5.5 -1.3
VT Vanguard Total World Stock ETF 1.2 6 29 5.9 -1.0
RND First Trust Bloomberg R&D Leaders ETF 1.2 60 -25 3.6 -3.2
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.6 -3.3
ILCG iShares Morningstar Growth ETF 1.2 4 31 3.6 -3.2
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 5 7.8 +1.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -38 10.5 +3.7
IWM iShares Russell 2000 ETF 1.2 19 16 4.3 -2.5
RSSL Global X Russell 2000 ETF 1.2 8 27 4.4 -2.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 10 8.2 +1.4
PWB Invesco Large Cap Growth ETF 1.2 56 -21 3.1 -3.7
VTWO Vanguard Russell 2000 ETF 1.2 7 28 4.3 -2.5
STXG Strive 1000 Growth ETF 1.1 18 17 3.8 -3.0
FFND Future Fund Active ETF 1.1 100 -65 4.2 -2.6
GSPY Gotham Enhanced 500 ETF 1.1 50 -15 5.2 -1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -35 2.8 -4.0
ISRA VanEck Israel ETF 1.0 59 -24 7.2 +0.4
FDMO Fidelity Momentum Factor ETF 1.0 15 20 3.6 -3.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 5.3 -1.5
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 -40 3.7 -3.2
DUHP Dimensional US High Profitability ETF 1.0 21 14 6.3 -0.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.0 35 0 9.0 +2.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 23 4.5 -2.3
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 -24 2.7 -4.1
VOT Vanguard Mid-Cap Growth ETF 1.0 7 28 3.5 -3.3
FESM Fidelity Enhanced Small Cap ETF 1.0 28 7 7.2 +0.4
IWN iShares Russell 2000 Value ETF 1.0 24 11 7.3 +0.5
GINX SGI Enhanced Global Income ETF 1.0 98 -63 7.1 +0.3
FPX First Trust US Equity Opportunities ETF 0.9 61 -26 1.0 -5.8
VTWV Vanguard Russell 2000 Value ETF 0.9 10 25 7.3 +0.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -14 4.8 -2.0
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 5.3 -1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.9 60 -25 3.9 -2.9
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 12 3.4 -3.4
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 -4 8.2 +1.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 6 8.2 +1.4
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 -4 5.5 -1.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.8 38 -3 9.7 +2.9
VUSE Vident U.S. Equity Strategy ETF 0.8 50 -15 4.5 -2.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 7.0 +0.2
SVAL iShares US Small Cap Value Factor ETF 0.8 20 15 10.2 +3.4
ISMD Inspire Small/Mid Cap ETF 0.8 54 -19 5.5 -1.3
FINX Global X FinTech ETF 0.8 68 -33 2.2 -4.7
AVUQ Avantis U.S. Quality ETF 0.7 15 20 4.4 -2.5
CGDG Capital Group Dividend Growers ETF 0.7 47 -12 6.3 -0.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 31 4.0 -2.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.7 12 23 7.2 +0.4
GLOF iShares Global Equity Factor ETF 0.7 20 15 6.5 -0.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 9.2 +2.4
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 8.4 +1.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 10.7 +3.9
JGRO JPMorgan Active Growth ETF 0.6 44 -9 3.4 -3.4
TXS Texas Capital Texas Equity Index ETF 0.6 49 -14 5.6 -1.2
IOO iShares Global 100 ETF 0.5 41 -6 4.8 -2.1
VIDI Vident International Equity Strategy ETF 0.5 61 -26 10.9 +4.1
TTAC FCF US Quality ETF 0.5 59 -24 6.2 -0.6
TMFC Motley Fool 100 Index ETF 0.5 50 -15 3.5 -3.4
FDG American Century Focused Dynamic Growth ETF 0.5 45 -10 1.9 -4.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -44 4.5 -2.3
KOMP SPDR S&P Kensho New Economies Composite ETF 0.4 20 15 2.5 -4.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 14 3.7 -3.1
VONG Vanguard Russell 1000 Growth ETF 0.4 7 28 4.4 -2.4
IWF iShares Russell 1000 Growth ETF 0.4 19 16 4.4 -2.5
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 4.5 -2.3
APIE ActivePassive International Equity ETF 0.3 45 -10 7.6 +0.7
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 17 3.9 -2.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 5.4 -1.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.1 -0.7
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -24 2.8 -4.0
VUG Vanguard Growth ETF 0.2 4 31 4.0 -2.8
OEF iShares S&P 100 ETF 0.2 20 15 4.5 -2.3
MGK Vanguard Mega Cap Growth ETF 0.2 7 28 4.1 -2.8
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 -1 3.6 -3.2
HDV iShares Core High Dividend ETF 0.1 8 27 7.2 +0.4
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.2 -2.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 -12 8.9 +2.1
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 17 3.7 -3.1

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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 6.8 %
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.