SPDR S&P Insurance ETF
ALTAR
Score™		 6.9% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 12.4x 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) $754
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
OSCAR HEALTH, INC. CLASS A 2.5 %
LINCOLN NATIONAL CORP 2.4 %
GENWORTH FINANCIAL INC-CL A 2.4 %
LEMONADE INC 2.3 %
MERCURY GENERAL CORP 2.3 %
GLOBE LIFE INC. 2.2 %
FIRST AMERICAN FINANCIAL 2.1 %
WILLIS TOWERS WATSON PUBLIC LIMITE 2.1 %
AMERICAN FINANCIAL GROUP INC 2.1 %
LOEWS CORP 2.0 %
Total 22.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.5 %
BERMUDA 9.4 %
BRITAIN 2.1 %
IRELAND 2.0 %
SWITZERLAND 1.8 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
4.7% 5.6% 16.9% 11.9% 8.1%

Market Correlations
versus... Beta R-squared
S&P500 0.72 35%
MSCI EAFE 0.58 26%
MSCI Emg. Mkts. 0.22 4%

Technical Indicators
Recent close $58.42
30d moving avg. $58.28
Annualized volatility 18.3%
Short interest (ETF) 17.5%
Short interest (Underlying) 2.3%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 715
Turnover 5.5%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 633 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™: 6.9%


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 48.5 40 -5 7.0 +0.1
KBWP Invesco KBW Property & Casualty Insurance ETF 35.9 35 0 6.8 -0.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 28.1 40 -5 6.6 -0.3
FXO First Trust Financials AlphaDEX Fund 26.7 62 -27 8.2 +1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 18.6 60 -25 7.3 +0.4
IYF iShares U.S. Financials ETF 18.6 40 -5 5.8 -1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 16.2 60 -25 4.9 -2.0
FNCL Fidelity MSCI Financials Index ETF 15.5 8 27 6.3 -0.6
PFI Invesco Dorsey Wright Financial Momentum ETF 15.3 60 -25 6.5 -0.4
VFH Vanguard Financials ETF 14.6 9 26 6.3 -0.6
XLF Financial Select Sector SPDR Fund 13.8 8 27 5.8 -1.1
FTDS First Trust Dividend Strength ETF 13.5 70 -35 7.6 +0.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 13.4 60 -25 6.8 -0.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.2 40 -5 7.1 +0.2
LYLD Cambria Large Cap Shareholder Yield ETF 13.0 59 -24 9.5 +2.6
SPMV Invesco S&P 500 Minimum Variance ETF 13.0 10 25 5.3 -1.6
WTV WisdomTree US Value Fund of Benef Interest 12.8 12 23 8.9 +2.0
AVIE Avantis  Inflation Focused Equity ETF 12.5 25 10 7.4 +0.4
XMVM Invesco S&P MidCap Value with Momentum ETF 12.3 39 -4 9.5 +2.6
USCF Themes US Cash Flow Champions ETF 12.3 29 6 8.5 +1.6
LGCF Themes US Cash Flow Champions ETF 11.9 30 5 8.3 +1.4
SPVM Invesco S&P 500 Value with Momentum ETF 11.6 39 -4 7.5 +0.6
RNMC First Trust Mid Cap US Equity Select ETF 11.6 60 -25 6.5 -0.4
RDVY First Trust Rising Dividend Achievers ETF 11.5 50 -15 6.8 -0.1
SMCF Themes US Small Cap Cash Flow Champions ETF 10.8 29 6 12.0 +5.1
JOET Virtus Terranova US Quality Momentum ETF 10.8 29 6 4.6 -2.3
CZA Invesco Zacks Mid-Cap ETF 10.3 72 -37 6.6 -0.3
AVMV Avantis U.S. Mid Cap Value ETF 10.2 20 15 8.7 +1.8
GVLU Gotham 1000 Value ETF 10.2 50 -15 8.9 +2.0
SIXL ETC 6 Meridian Low Beta Equity ETF 10.0 80 -45 6.2 -0.7
VSDA VictoryShares Dividend Accelerator ETF 9.8 35 0 7.1 +0.2
RNSC Furst Trust Small Cap US Equity Select ETF 9.5 60 -25 5.9 -1.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.3 12 23 5.8 -1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 9.3 60 -25 5.4 -1.5
SPGP Invesco S&P 500 GARP ETF 9.2 34 1 6.5 -0.4
AVLV Avantis U.S. Large Cap Value ETF 8.8 15 20 7.7 +0.8
USMV iShares MSCI USA Min Vol Factor ETF 8.8 15 20 5.8 -1.1
PY Principal Value ETF 8.5 15 20 7.2 +0.3
PWV Invesco Large Cap Value ETF 8.5 55 -20 7.0 +0.1
VAMO Cambria Value & Momentum ETF 8.5 61 -26 5.7 -1.2
DFNL Davis Select Financial ETF 8.5 63 -28 7.4 +0.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.3 60 -25 7.4 +0.5
FSCS First Trust SMID Capital Strength ETF 8.3 60 -25 7.1 +0.2
XMLV Invesco S&P MidCap Low Volatility ETF 8.3 25 10 7.5 +0.6
IMCV iShares Morningstar Mid-Cap Value ETF 8.1 6 29 8.1 +1.2
SHRY First Trust Bloomberg Shareholder Yield ETF 8.0 60 -25 8.1 +1.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 8.0 20 15 7.7 +0.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 8.0 55 -20 10.0 +3.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.0 25 10 5.5 -1.5
VOE Vanguard Mid-Cap Value ETF 7.9 7 28 7.6 +0.7
RPV Invesco S&P 500 Pure Value ETF 7.9 35 0 10.3 +3.4
IXG iShares Global Financials ETF 7.7 42 -7 6.5 -0.4
MBOX Freedom Day Dividend ETF 7.7 39 -4 7.3 +0.4
DEUS Xtrackers Russell US Multifactor ETF 7.6 17 18 7.0 +0.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.6 20 15 6.3 -0.7
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 22 10.1 +3.2
PRXV Praxis Impact Large Cap Value ETF 7.5 36 -1 6.5 -0.4
NUDV Nuveen ESG Dividend ETF 7.5 26 9 7.7 +0.8
PKW Invesco Buyback Achievers ETF 7.5 62 -27 7.2 +0.2
FTCS First Trust Capital Strength ETF 7.5 55 -20 5.9 -1.0
FTGS First Trust Growth Strength ETF 7.5 60 -25 5.0 -2.0
HAPY Harbor Human Capital Factor Unconstrained ETF 7.5 50 -15 5.6 -1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.3 +0.4
LEAD Siren DIVCON Leaders Dividend ETF 7.3 43 -8 4.2 -2.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.2 35 0 6.2 -0.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.2 15 20 6.6 -0.3
DVY iShares Select Dividend ETF 7.1 38 -3 9.0 +2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 7.1 80 -45 7.8 +0.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.0 29 6 6.2 -0.7
SPLV Invesco S&P 500 Low Volatility ETF 7.0 25 10 5.4 -1.5
FTA First Trust Large Cap Value AlphaDEX Fund 7.0 59 -24 8.9 +2.0
RUNN Running Oak Efficient Growth ETF 7.0 58 -23 4.9 -2.0
RFV Invesco S&P Midcap 400 Pure Value ETF 7.0 35 0 12.9 +6.0
BGDV Bahl & Gaynor Dividend ETF 7.0 45 -10 4.6 -2.3
DON WisdomTree U.S. MidCap Dividend Fund 6.9 38 -3 8.8 +1.9
SYLD Cambria Shareholder Yield ETF 6.8 59 -24 11.7 +4.8
CVY Invesco Zacks Multi-Asset Income ETF 6.8 106 -71 12.3 +5.4
USMF WisdomTree U.S. Multifactor Fund 6.7 28 7 7.0 +0.1
VFMF Vanguard U.S. Multifactor ETF 6.7 18 17 7.9 +1.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.7 15 20 8.8 +1.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.6 30 5 8.3 +1.4
AVMC Avantis U.S. Mid Cap Equity ETF 6.5 18 17 6.9 -0.0
TPHD Timothy Plan High Dividend Stock ETF 6.5 52 -17 7.1 +0.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.5 54 -19 7.1 +0.2
OCFS Otter Creek Focus Strategy ETF 6.5 85 -50 4.1 -2.9
QUVU Hartford Quality Value ETF 6.4 46 -11 7.3 +0.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.4 40 -5 5.9 -1.0
CFA VictoryShares US 500 Volatility Wtd ETF 6.4 35 0 5.9 -1.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.4 70 -35 4.8 -2.1
BRIF FIS Bright Portfolios Focused Equity ETF 6.2 65 -30 4.8 -2.1
ZECP Zacks Earnings Consistent Portfolio ETF 6.2 55 -20 4.8 -2.1
PSCF Invesco S&P SmallCap Financials ETF 6.2 29 6 9.1 +2.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.1 52 -17 5.6 -1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.1 58 -23 5.5 -1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.1 18 17 5.9 -1.0
FVD First Trust Value Line Dividend Index Fund 6.1 65 -30 6.3 -0.6
TMDV ProShares Russell US Dividend Growers ETF 6.0 35 0 6.5 -0.4
VFVA Vanguard U.S. Value Factor ETF 5.9 13 22 10.8 +3.9
IJJ iShares S&P Mid-Cap 400 Value ETF 5.9 18 17 8.7 +1.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.9 60 -25 6.0 -0.9
DFLV Dimensional US Large Cap Value ETF 5.8 22 13 7.8 +0.8
ROE Astoria US Quality Kings ETF 5.8 49 -14 6.5 -0.4
EQRR ProShares Equities for Rising Rates ETF 5.7 35 0 8.1 +1.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.7 10 25 8.8 +1.9
MDYV SPDR S&P 400 Mid Cap Value ETF 5.7 15 20 8.7 +1.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.6 30 5 4.3 -2.6
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 12 5.7 -1.2
NULV Nuveen ESG Large-Cap Value ETF 5.6 26 9 6.4 -0.6
GLRY Inspire Faithward Mid Cap Momentum ETF 5.6 80 -45 5.8 -1.1
FLRG Fidelity U.S. Multifactor ETF 5.6 15 20 6.9 -0.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 5.4 36 -1 10.5 +3.6
XMMO Invesco S&P MidCap Momentum ETF 5.4 34 1 5.5 -1.4
ACWV iShares MSCI Global Min Vol Factor ETF 5.4 20 15 6.2 -0.7
JQUA JPMorgan U.S. Quality Factor ETF 5.3 12 23 5.8 -1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.3 35 0 5.9 -1.0
XMHQ Invesco S&P MidCap Quality ETF 5.3 25 10 6.5 -0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 5.2 67 -32 9.9 +3.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.2 55 -20 4.3 -2.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.2 15 20 5.9 -1.0
SDY SPDR S&P Dividend ETF 5.2 35 0 6.7 -0.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 10 5.8 -1.1
FNK First Trust Mid Cap Value AlphaDEX Fund 5.2 70 -35 10.9 +4.0
IMCB iShares Morningstar Mid-Cap ETF 5.2 4 31 6.0 -0.9
STXV Strive 1000 Value ETF 5.1 18 17 8.0 +1.1
IWS iShares Russell Mid-Cap Value ETF 5.1 23 12 6.7 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 22 2.9 -4.0
ROUS Hartford Multifactor US Equity ETF 5.1 19 16 7.0 +0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.1 50 -15 8.1 +1.2
AVSU Avantis Responsible U.S. Equity ETF 5.1 15 20 5.9 -1.0
BGIG Bahl & Gaynor Income Growth ETF 5.1 45 -10 5.2 -1.7
EZM WisdomTree U.S. MidCap Fund 5.1 38 -3 9.0 +2.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.0 15 20 7.9 +1.0
QLV FlexShares US Quality Low Volatility Index Fund 5.0 22 13 5.6 -1.3
FUNL CornerCap Fundametrics Large-Cap ETF 4.9 50 -15 7.2 +0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.9 25 10 7.8 +0.9
VO Vanguard Mid-Cap ETF 4.9 4 31 5.7 -1.2
JHMM John Hancock Multifactor Mid Cap ETF 4.9 42 -7 6.3 -0.6
OSCV Opus Small Cap Value ETF 4.9 79 -44 6.5 -0.4
ONEO SPDR Russell 1000 Momentum Focus ETF 4.8 20 15 7.0 +0.1
FLV American Century Focused Large Cap Value ETF 4.8 42 -7 6.6 -0.3
FSMD Fidelity Small-Mid Multifactor ETF 4.8 15 20 7.0 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.8 20 15 6.4 -0.5
RGEF Rockefeller Global Equity ETF 4.8 55 -20 4.7 -2.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.7 24 11 8.1 +1.2
EBI Longview Advantage ETF 4.7 35 0 6.5 -0.4
CHGX AXS Change Finance ESG ETF 4.7 49 -14 4.8 -2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 4.7 12 23 7.0 +0.1
FDLO Fidelity Low Volatility Factor ETF 4.7 15 20 5.3 -1.6
AFLG First Trust Active Factor Large Cap ETF 4.7 55 -20 6.2 -0.7
RAYD Rayliant Quantitative Developed Market Equity ETF 4.6 80 -45 4.3 -2.6
RWK Invesco S&P MidCap 400 Revenue ETF 4.6 39 -4 9.3 +2.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.6 15 20 7.2 +0.3
LOWV AB US Low Volatility Equity ETF 4.6 48 -13 5.1 -1.8
GDIV Harbor Dividend Growth Leaders ETF 4.5 50 -15 5.2 -1.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 6.1 -0.8
AFMC First Trust Active Factor Mid Cap ETF 4.5 65 -30 8.3 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 4.5 9 26 6.1 -0.8
MDY SPDR S&P Midcap 400 ETF Trust 4.4 24 11 7.1 +0.2
IJH iShares Core S&P Mid-Cap ETF 4.4 5 30 7.3 +0.4
QUS SPDR MSCI USA StrategicFactors ETF 4.4 15 20 5.7 -1.2
DFSU Dimensional US Sustainability Core 1 ETF 4.3 18 17 5.3 -1.6
GOP Unusual Whales Subversive Republican Trading ETF 4.3 50 -15 5.5 -1.4
VTV Vanguard Value ETF 4.3 4 31 6.8 -0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 6.1 -0.8
USXF iShares ESG Advanced MSCI USA ETF 4.3 10 25 4.6 -2.4
RSP Invesco S&P 500 Equal Weight ETF 4.3 20 15 6.6 -0.3
VBR Vanguard Small Cap Value ETF 4.3 7 28 9.1 +2.2
DFUV Dimensional US Marketwide Value ETF 4.3 22 13 7.5 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.1 -0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 4.2 7 28 7.4 +0.5
FDLS Inspire Fidelis Multi Factor ETF 4.2 76 -41 5.0 -1.9
SIZE iShares MSCI USA Size Factor ETF 4.2 15 20 6.1 -0.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.2 3 32 7.3 +0.4
AVUS Avantis U.S. Equity ETF 4.2 15 20 5.7 -1.2
FEX First Trust Large Cap Core AlphaDEX Fund 4.2 59 -24 5.8 -1.1
DFAT Dimensional U.S. Targeted Value ETF 4.1 28 7 9.2 +2.3
SCHM Schwab U.S. Mid-Cap ETF 4.1 4 31 6.6 -0.3
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.4 -0.6
VEGN US Vegan Climate ETF 4.1 60 -25 4.4 -2.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.1 35 0 7.8 +0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.1 38 -3 7.8 +0.9
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 6.7 -0.2
IWR iShares Russell Midcap ETF 4.1 19 16 5.7 -1.2
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 6.7 -0.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.0 60 -25 3.9 -3.0
GVUS Marketbeta Russell 1000 Value Equity ETF 4.0 12 23 6.5 -0.4
ABEQ Absolute Select Value ETF 4.0 85 -50 4.7 -2.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.0 65 -30 6.4 -0.5
USSE Segall Bryant & Hamill Select Equity ETF 4.0 65 -30 4.3 -2.7
YLDE ClearBridge Dividend Strategy ESG ETF 4.0 60 -25 5.7 -1.2
SMAP Amplify Small-Mid Cap Equity ETF 4.0 60 -25 5.6 -1.3
VIG Vanguard Dividend Appreciation ETF 4.0 5 30 5.5 -1.4
DEMZ Democratic Large Cap Core ETF 4.0 45 -10 4.4 -2.5
DFVX Dimensional US Large Cap Vector ETF 4.0 22 13 6.2 -0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.0 7 28 6.0 -0.9
EQIN Columbia US Equity Income ETF 4.0 35 0 6.9 -0.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.0 30 5 6.5 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.9 29 6 6.4 -0.6
COWS Amplify Cash Flow Dividend Leaders ETF 3.9 0 35 11.8 +4.9
SMRI Bushido Capital US Equity ETF 3.8 71 -36 9.6 +2.7
IWD iShares Russell 1000 Value ETF 3.8 19 16 6.4 -0.5
VONV Vanguard Russell 1000 Value ETF 3.8 7 28 6.5 -0.4
HOMZ Hoya Capital Housing ETF 3.8 30 5 9.2 +2.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 17 7.6 +0.7
VYM Vanguard High Dividend Yield Index ETF 3.8 6 29 7.0 +0.1
BEEX BeeHive ETF 3.8 84 -49 4.2 -2.7
STXM Strive Mid-Cap ETF 3.8 18 17 6.1 -0.8
LST Leuthold Select Industries ETF 3.8 91 -56 5.0 -2.0
DIVS SmartETFs Dividend Builder ETF 3.8 65 -30 5.0 -1.9
FDWM Fidelity Women's Leadership ETF 3.7 59 -24 4.8 -2.1
CZAR Themes Natural Monopoly ETF 3.7 35 0 5.7 -1.3
SCHV Schwab U.S. Large-Cap Value ETF 3.7 4 31 6.7 -0.2
SFYX SoFi Next 500 ETF 3.7 0 35 5.7 -1.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.7 35 0 7.1 +0.2
NUSC Nuveen ESG Small-Cap ETF 3.7 31 4 5.3 -1.6
INCE Franklin Income Equity Focus ETF 3.7 29 6 5.6 -1.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.7 12 23 4.4 -2.5
VLU SPDR S&P 1500 Value Tilt ETF 3.7 12 23 7.4 +0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 3.7 39 -4 8.4 +1.5
RJMG FT Raymond James Multicap Growth Equity ETF 3.6 85 -50 1.9 -5.0
GRPM Invesco S&P MidCap 400 GARP ETF 3.6 35 0 7.5 +0.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.6 55 -20 4.7 -2.2
JHML John Hancock Multifactor Large Cap ETF 3.6 29 6 5.3 -1.6
JHDV John Hancock U.S. High Dividend ETF 3.6 34 1 6.5 -0.4
KRMA Global X Conscious Companies ETF 3.6 43 -8 5.8 -1.1
JEPI JPMorgan Equity Premium Income ETF 3.6 35 0 5.7 -1.2
FVAL Fidelity Value Factor ETF 3.6 15 20 6.8 -0.1
PFM Invesco Dividend Achievers ETF 3.6 53 -18 5.2 -1.7
FBCV Fidelity Blue Chip Value ETF 3.6 59 -24 7.3 +0.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.6 48 -13 8.2 +1.3
PTL Inspire 500 ETF 3.6 9 26 5.1 -1.8
EVUS iShares ESG Aware MSCI USA Value ETF 3.6 18 17 6.5 -0.4
AVUV Avantis U.S. Small Cap Value ETF 3.6 25 10 9.7 +2.8
FELV Fidelity Enhanced Large Cap Value ETF 3.6 18 17 6.7 -0.2
PRAY FIS Christian Stock Fund 3.5 69 -34 5.1 -1.8
DXUV Dimensional US Vector Equity ETF 3.5 28 7 6.2 -0.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.5 35 0 7.7 +0.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.5 30 5 9.0 +2.1
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -17 6.8 -0.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.4 35 0 10.0 +3.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.4 65 -30 3.6 -3.3
NULC Nuveen ESG Large-Cap ETF 3.4 21 14 4.7 -2.3
AUSF Global X Adaptive U.S. Factor ETF 3.4 27 8 8.8 +1.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.4 35 0 5.3 -1.6
ONEY SPDR Russell 1000 Yield Focus ETF 3.3 20 15 9.5 +2.6
NUMV Nuveen ESG Mid-Cap Value ETF 3.3 31 4 7.0 +0.1
RWL Invesco S&P 500 Revenue ETF 3.3 39 -4 6.8 -0.1
FLDZ RiverNorth Patriot ETF 3.3 75 -40 6.1 -0.8
INRO iShares U.S. Industry Rotation Active ETF 3.3 42 -7 4.2 -2.7
EPS WisdomTree U.S. LargeCap Fund 3.3 8 27 5.6 -1.3
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 5.9 -1.0
MAGA Point Bridge America First ETF 3.3 72 -37 5.8 -1.1
FNX First Trust Mid Cap Core AlphaDEX Fund 3.3 60 -25 7.3 +0.4
MGV Vanguard Mega Cap Value ETF 3.3 7 28 6.6 -0.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.3 10 25 4.3 -2.7
STXK Strive Small-Cap ETF 3.3 18 17 5.8 -1.1
SIXS ETC 6 Meridian Small Cap Equity ETF 3.2 89 -54 9.8 +2.9
XSHQ Invesco S&P SmallCap Quality ETF 3.2 29 6 7.2 +0.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.2 17 18 5.6 -1.3
ISCV iShares Morningstar Small Cap Value ETF 3.2 6 29 9.2 +2.3
DGRO iShares Core Dividend Growth ETF 3.2 8 27 6.5 -0.4
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 22 5.7 -1.2
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -7 6.6 -0.3
RPG Invesco S&P 500 Pure Growth ETF 3.2 35 0 3.2 -3.7
IWX iShares Russell Top 200 Value ETF 3.2 20 15 6.2 -0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.1 10 25 4.3 -2.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.1 24 11 7.7 +0.8
DFAC Dimensional U.S. Core Equity 2 ETF 3.1 17 18 5.4 -1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.1 15 20 4.6 -2.3
TMFM Motley Fool Mid-Cap Growth ETF 3.0 85 -50 2.7 -4.2
PRF Invesco FTSE RAFI US 1000 ETF 3.0 39 -4 6.7 -0.2
QWLD SPDR MSCI World StrategicFactors ETF 3.0 30 5 5.9 -1.0
VB Vanguard Small-Cap ETF 3.0 5 30 6.1 -0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.0 9 26 5.1 -1.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.0 38 -3 6.3 -0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 3.0 17 18 5.8 -1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 10 5.6 -1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.9 39 -4 9.5 +2.6
RNIN Bushido Capital US SMID Cap Equity ETF 2.9 70 -35 10.3 +3.4
SGLC SGI U.S. Large Cap Core ETF 2.9 85 -50 3.9 -3.0
YOKE Yoke Core ETF 2.9 42 -7 4.3 -2.6
DFAS Dimensional U.S. Small Cap ETF 2.9 26 9 6.4 -0.5
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.9 70 -35 4.6 -2.3
BLCV iShares Large Cap Value Active ETF 2.9 53 -18 7.3 +0.4
DCOR Dimensional US Core Equity 1 ETF 2.9 14 21 5.3 -1.6
JSTC Adasina Social Justice All Cap Global ETF 2.9 89 -54 4.8 -2.1
OPTZ Optimize Strategy Index ETF 2.9 50 -15 4.6 -2.3
MODL VictoryShares WestEnd U.S. Sector ETF 2.9 42 -7 4.5 -2.4
STXD Strive 1000 Dividend Growth ETF 2.9 35 0 4.8 -2.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.9 10 25 6.0 -0.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.8 35 0 7.3 +0.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.8 15 20 5.9 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 26 5.5 -1.4
FNDX Schwab Fundamental US Large Co. Index ETF 2.8 25 10 7.1 +0.2
AZTD Aztlan Global Stock Selection DM SMID ETF 2.8 75 -40 7.4 +0.4
BKSE BNY Mellon US Small Cap Core Equity ETF 2.8 4 31 5.9 -1.0
TAX Cambria Tax Aware ETF 2.8 49 -14 5.0 -1.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 26 4.8 -2.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.8 25 10 5.3 -1.6
IUSV iShares Core S&P US Value ETF 2.8 4 31 6.4 -0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.8 65 -30 3.5 -3.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.8 48 -13 6.0 -0.9
REVS Columbia Research Enhanced Value ETF 2.8 19 16 7.6 +0.7
ILCV iShares Morningstar Value ETF 2.7 4 31 6.4 -0.5
THRO iShares U.S. Thematic Rotation Active ETF 2.7 90 -55 3.9 -3.0
DTD WisdomTree U.S. Total Dividend Fund 2.7 28 7 6.3 -0.6
FNDB Schwab Fundamental US Broad Market Index ETF 2.7 25 10 7.2 +0.2
ISCB iShares Morningstar Small-Cap ETF 2.7 4 31 6.2 -0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.7 35 0 5.1 -1.8
QDF FlexShares Quality Dividend Index Fund 2.7 37 -2 6.1 -0.8
LQPE PEO AlphaQuest Thematic PE ETF 2.7 125 -90 5.1 -1.8
LVOL American Century Low Volatility ETF 2.7 29 6 4.9 -2.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 0 4.1 -2.8
SMLF iShares U.S. SmallCap Equity Factor ETF 2.6 15 20 5.8 -1.1
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 6.2 -0.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.6 4 31 6.3 -0.6
VXF Vanguard Extended Market ETF 2.6 5 30 4.6 -2.3
SUSA iShares MSCI USA ESG Select ETF 2.6 25 10 4.7 -2.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.6 52 -17 6.3 -0.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 28 9.9 +3.0
DIVB iShares Core Dividend ETF 2.5 5 30 8.1 +1.2
HEAL Global X HealthTech ETF 2.5 50 -15 -0.6 -7.5
RVER Trenchless Fund ETF 2.5 65 -30 4.3 -2.6
HKND Humankind US Stock ETF 2.5 11 24 7.1 +0.2
HDUS Hartford Disciplined US Equity ETF 2.5 19 16 5.6 -1.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.5 49 -14 4.4 -2.5
SCHD Schwab US Dividend Equity ETF 2.5 6 29 9.8 +2.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.5 15 20 4.8 -2.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 20 7.6 +0.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.5 49 -14 11.2 +4.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 15 6.8 -0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -36 0.4 -6.5
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -10 10.6 +3.7
SMMD iShares Russell 2500 ETF 2.4 15 20 6.1 -0.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.4 60 -25 2.0 -4.9
DFAU Dimensional US Core Equity Market ETF 2.4 12 23 4.9 -2.0
IUS Invesco RAFI Strategic US ETF 2.4 19 16 6.8 -0.1
DFSV Dimensional US Small Cap Value ETF 2.4 31 4 10.0 +3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 24 5.1 -1.8
MVPA Miller Value Partners Appreciation ETF 2.4 60 -25 9.2 +2.3
DHS WisdomTree U.S. High Dividend Fund 2.4 38 -3 8.1 +1.2
SCHA Schwab U.S. Small-Cap ETF 2.3 4 31 5.8 -1.1
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 17 5.1 -1.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.3 12 23 5.1 -1.8
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 26 4.6 -2.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 4.9 -2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 21 4.8 -2.1
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 7 5.9 -1.0
BIBL Inspire 100 ETF 2.3 35 0 5.1 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 -40 4.0 -2.9
ESGU iShares ESG Aware MSCI USA ETF 2.3 15 20 4.7 -2.3
FFLC Fidelity Fundamental Large Cap Core ETF 2.3 38 -3 4.5 -2.4
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 25 5.0 -1.9
DSI iShares MSCI KLD 400 Social ETF 2.3 25 10 4.7 -2.2
WCEO Hypatia Women CEO ETF 2.3 85 -50 3.7 -3.2
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 17 9.6 +2.7
SPHQ Invesco S&P 500 Quality ETF 2.3 15 20 5.5 -1.4
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -44 4.0 -2.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 6 4.5 -2.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 6 4.6 -2.3
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 29 4.0 -2.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 4.8 -2.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 16 5.3 -1.6
KBWD Invesco KBW High Dividend Yield Financial ETF 2.2 384 -349 13.4 +6.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 15 5.0 -2.0
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 23 8.0 +1.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 29 2.9 -4.0
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 22 6.3 -0.6
PDP Invesco Dorsey Wright Momentum ETF 2.2 62 -27 3.8 -3.1
ULVM VictoryShares US Value Momentum ETF 2.2 20 15 7.2 +0.3
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 -25 3.9 -3.0
ITEQ BlueStar Israel Technology ETF 2.1 75 -40 1.7 -5.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 25 4.9 -2.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 33 4.8 -2.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 25 9.7 +2.8
GRNY Fundstrat Granny Shots US Large Cap ETF 2.1 75 -40 2.5 -4.4
BKWO BNY Mellon Women's Opportunities ETF 2.1 50 -15 3.6 -3.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.1 60 -25 9.3 +2.4
SLYV SPDR S&P 600 Small Cap Value ETF 2.1 15 20 9.7 +2.8
VOTE TCW Transform 500 ETF 2.1 5 30 4.8 -2.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 28 4.7 -2.2
XVV iShares ESG Screened S&P 500 ETF 2.1 8 27 4.7 -2.2
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 4.8 -2.1
DFUS Dimensional U.S. Equity ETF 2.0 9 26 4.7 -2.2
JPEF JPMorgan Equity Focus ETF 2.0 50 -15 4.2 -2.7
SHE SPDR MSCI USA Gender Diversity ETF 2.0 20 15 5.0 -1.9
APUE ActivePassive U.S. Equity ETF 2.0 45 -10 4.5 -2.4
UDI USCF Dividend Income Fund 2.0 65 -30 8.1 +1.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 0 9.4 +2.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 32 5.1 -1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 26 4.6 -2.4
FELC Fidelity Enhanced Large Cap Core ETF 2.0 18 17 5.1 -1.8
IYY iShares Dow Jones U.S. ETF 2.0 20 15 4.7 -2.2
SCHK Schwab 1000 Index ETF 2.0 5 30 4.9 -2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 32 4.8 -2.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.0 65 -30 4.7 -2.2
VTI Vanguard Total Stock Market ETF 2.0 3 32 4.8 -2.1
DIVY Sound Equity Dividend Income ETF 2.0 45 -10 9.7 +2.8
IWB iShares Russell 1000 ETF 2.0 15 20 4.8 -2.1
VONE Vanguard Russell 1000 ETF 2.0 7 28 4.8 -2.1
VALQ American Century U.S. Quality Value ETF 2.0 29 6 7.7 +0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.0 7 28 5.0 -1.9
SCHB Schwab U.S. Broad Market ETF 2.0 3 32 4.9 -2.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.0 78 -43 9.1 +2.2
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -26 5.9 -1.0
EDOW First Trust Dow 30 Equal Weight ETF 2.0 50 -15 5.4 -1.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.0 7 28 7.4 +0.5
DIA SPDR Dow Jones Industrial Average ETF Trust 2.0 16 19 5.4 -1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 5.4 -1.5
FPAG FPA Global Equity ETF 2.0 49 -14 5.7 -1.2
PCGG Polen Capital Global Growth ETF 2.0 85 -50 3.8 -3.1
TMFG Motley Fool Global Opportunities ETF 2.0 85 -50 3.9 -3.0
TOLL Tema Durable Quality ETF 2.0 75 -40 5.2 -1.8
SFY SoFi Select 500 ETF 2.0 0 35 4.3 -2.6
IWV iShares Russell 3000 ETF 2.0 20 15 4.7 -2.2
VTHR Vanguard Russell 3000 ETF 2.0 7 28 4.8 -2.1
SCHX Schwab U.S. Large-Cap ETF 2.0 3 32 4.9 -2.0
ESIX SPDR S&P SmallCap 600 ESG ETF 2.0 12 23 7.9 +1.0
SQLV Royce Quant Small-Cap Quality Value ETF 2.0 60 -25 9.3 +2.4
SUSL iShares ESG MSCI USA Leaders ETF 1.9 10 25 4.9 -2.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 15 4.6 -2.3
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 5.2 -1.7
ILCB iShares Morningstar U.S. Equity ETF 1.9 3 32 4.7 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 26 4.7 -2.2
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 6 7.0 +0.1
VOO Vanguard S&P 500 ETF 1.9 3 32 4.9 -2.0
IVV iShares Core S&P 500 ETF 1.9 3 32 4.9 -2.0
SPLG SPDR Portfolio S&P 500 ETF 1.9 2 33 4.9 -2.0
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 10 5.3 -1.7
VV Vanguard Large-Cap ETF 1.9 4 31 4.8 -2.1
SPY SPDR S&P 500 ETF Trust 1.9 9 26 4.8 -2.1
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 -1 9.4 +2.5
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -17 10.2 +3.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 -4 11.5 +4.6
ACSI American Customer Satisfaction ETF 1.9 65 -30 4.7 -2.2
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 -23 7.4 +0.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.9 56 -21 0.3 -6.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 23 7.3 +0.4
FQAL Fidelity Quality Factor ETF 1.9 15 20 5.6 -1.3
DUSA Davis Select U.S. Equity ETF 1.9 61 -26 7.3 +0.4
DWLD Davis Select Worldwide ETF 1.9 63 -28 7.0 +0.1
LCF Touchstone US Large Cap Focused ETF 1.9 69 -34 4.1 -2.8
FEOE First Eagle Overseas Equity ETF 1.9 79 -44 7.8 +0.9
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 10 6.2 -0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -60 0.5 -6.4
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 20 6.9 +0.0
PBUS Invesco MSCI USA ETF 1.8 4 31 4.8 -2.1
TMAT Main Thematic Innovation ETF 1.8 164 -129 -1.5 -8.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.8 8 27 4.9 -2.0
STRV Strive 500 ETF 1.8 5 30 4.7 -2.2
GQI Natixis Gateway Quality Income ETF 1.8 34 1 5.0 -1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 26 4.2 -2.7
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 6 10.5 +3.6
VLUE iShares MSCI USA Value Factor ETF 1.8 15 20 9.4 +2.5
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.0 -2.9
FEGE First Eagle Global Equity ETF 1.8 79 -44 6.8 -0.1
TMFX Motley Fool Next Index ETF 1.8 50 -15 2.6 -4.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 20 7.8 +0.9
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 4.9 -2.0
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 17 4.5 -2.4
IJR iShares Core S&P Small Cap ETF 1.8 6 29 7.6 +0.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 -4 3.3 -3.6
GGRW Gabelli Growth Innovators ETF 1.8 90 -55 2.3 -4.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -10 3.1 -3.8
IWFG IQ Winslow Focused Large Cap Growth ETF 1.8 65 -30 2.9 -4.0
CAML Congress Large Cap Growth ETF 1.8 66 -31 3.4 -3.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.8 12 23 4.4 -2.5
KONG Formidable Fortress ETF 1.8 89 -54 6.0 -0.9
BLES Inspire Global Hope ETF 1.8 61 -26 6.8 -0.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.7 29 6 6.5 -0.4
QGRO American Century U.S. Quality Growth ETF 1.7 29 6 3.5 -3.4
SAMT Strategas Macro Thematic Opportunities ETF 1.7 65 -30 2.7 -4.2
SXQG ETC 6 Meridian Quality Growth ETF 1.7 100 -65 4.6 -2.3
EMOT First Trust S&P 500 Economic Moat ETF 1.7 60 -25 7.9 +1.0
BELT iShares Long-Term U.S. Equity Active ETF 1.7 75 -40 3.0 -3.9
TOGA Tremblant Global ETF 1.7 69 -34 1.8 -5.1
ABIG Argent Large Cap ETF 1.7 49 -14 5.0 -1.9
QUAL iShares MSCI USA Quality Factor ETF 1.7 15 20 5.4 -1.5
CGDV Capital Group Dividend Value ETF 1.7 33 2 4.5 -2.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -50 3.9 -3.0
DIVL Madison Dividend Value ETF 1.7 65 -30 5.9 -1.0
BDIV AAM Brentview Dividend Growth ETF 1.7 49 -14 4.5 -2.4
JGRW Jensen Quality Growth ETF 1.7 57 -22 4.5 -2.4
LRGF iShares U.S. Equity Factor ETF 1.7 8 27 5.3 -1.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.7 65 -30 1.1 -5.8
ALIL Argent Focused Small Cap ETF 1.7 74 -39 7.1 +0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 25 5.1 -1.8
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -55 9.5 +2.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 7 28 7.6 +0.7
BFOR ALPS Barron's 400 ETF 1.7 65 -30 6.0 -1.0
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 7.3 +0.4
HLGE Hartford Longevity Economy ETF 1.7 44 -9 -0.4 -7.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 32 7.6 +0.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.7 39 -4 5.8 -1.1
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 5.6 -1.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 -17 6.3 -0.6
GQQQ Astoria US Quality Growth Kings ETF 1.6 35 0 4.6 -2.3
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 15 8.8 +1.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.6 15 20 4.1 -2.8
ABLS Abacus FCF Small Cap Leaders ETF 1.6 59 -24 6.1 -0.8
ROSC Hartford Multifactor Small Cap ETF 1.6 34 1 9.2 +2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 26 5.1 -1.8
ASLV Allspring Special Large Value ETF 1.6 35 0 6.4 -0.5
JGLO JPMorgan Global Select Equity ETF 1.6 33 2 4.9 -2.0
RVRB Reverb ETF 1.6 30 5 4.5 -2.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.5 +0.6
ACVF American Conservative Values ETF 1.5 75 -40 4.3 -2.6
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 7 5.4 -1.5
AIEQ AI Powered Equity ETF 1.5 75 -40 3.7 -3.2
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 -1 4.8 -2.1
EES WisdomTree U.S. SmallCap Fund 1.5 38 -3 8.7 +1.8
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 -14 5.5 -1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 26 5.6 -1.3
CSMD Congress SMid Growth ETF 1.5 69 -34 3.8 -3.1
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.6 -0.3
IWL iShares Russell Top 200 ETF 1.5 15 20 4.5 -2.4
PSC Principal U.S. Small-Cap ETF 1.5 38 -3 6.8 -0.2
TOK iShares MSCI Kokusai ETF 1.5 26 9 5.0 -2.0
FDFF Fidelity Disruptive Finance ETF 1.5 50 -15 4.3 -2.6
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.6 -1.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.4 5 30 8.0 +1.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.4 59 -24 3.9 -3.0
VUSE Vident U.S. Equity Strategy ETF 1.4 50 -15 4.5 -2.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 15 5.5 -1.4
PWB Invesco Large Cap Growth ETF 1.4 56 -21 3.1 -3.8
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 10 5.6 -1.4
CGGO Capital Group Global Growth Equity ETF 1.4 47 -12 4.6 -2.3
TMFS Motley Fool Small-Cap Growth ETF 1.4 85 -50 3.8 -3.1
URTH iShares MSCI World ETF 1.4 24 11 5.0 -1.9
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 31 4.1 -2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 20 4.4 -2.5
VBK Vanguard Small-Cap Growth ETF 1.4 7 28 1.9 -5.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 16 6.3 -0.6
VTWG Vanguard Russell 2000 Growth ETF 1.3 10 25 1.4 -5.5
IWO iShares Russell 2000 Growth ETF 1.3 24 11 1.3 -5.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -30 7.9 +1.0
MGC Vanguard Mega Cap ETF 1.3 7 28 4.6 -2.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 17 5.5 -1.4
VOOG Vanguard S&P 500 Growth ETF 1.3 7 28 4.0 -2.9
IVW iShares S&P 500 Growth ETF 1.3 18 17 3.9 -3.0
SPYG SPDR Portfolio S&P 500 Growth ETF 1.3 4 31 4.0 -2.9
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.3 -2.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.7 -0.2
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -13 4.4 -2.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 15 5.6 -1.4
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -13 4.4 -2.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 25 5.6 -1.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -29 2.2 -4.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.3 75 -40 5.0 -1.9
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 20 5.5 -1.4
DGT SPDR Global Dow ETF 1.3 50 -15 6.9 0.0
ETHO Etho Climate Leadership U.S. ETF 1.2 47 -12 5.3 -1.6
VT Vanguard Total World Stock ETF 1.2 6 29 5.8 -1.2
FCPI Fidelity Stocks for Inflation ETF 1.2 15 20 7.4 +0.5
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.6 -1.3
ACWI iShares MSCI ACWI ETF 1.2 32 3 5.4 -1.5
ILCG iShares Morningstar Growth ETF 1.2 4 31 3.6 -3.3
GURU Global X Guru Index ETF 1.2 75 -40 2.9 -4.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -38 10.5 +3.6
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.5 -3.4
RND First Trust Bloomberg R&D Leaders ETF 1.2 60 -25 3.5 -3.4
FFOX FundX Future Fund Opportunities ETF 1.2 100 -65 4.2 -2.7
ITAN Sparkline Intangible Value ETF 1.2 50 -15 6.5 -0.4
IWM iShares Russell 2000 ETF 1.2 19 16 4.2 -2.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 0 9.1 +2.2
VTWO Vanguard Russell 2000 ETF 1.1 7 28 4.3 -2.6
FESM Fidelity Enhanced Small Cap ETF 1.1 28 7 7.2 +0.3
RSSL Global X Russell 2000 ETF 1.1 8 27 4.3 -2.6
FNDA Schwab Fundamental US Small Co. Index ETF 1.1 25 10 8.2 +1.3
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 5 7.6 +0.7
FFND Future Fund Active ETF 1.1 100 -65 4.2 -2.7
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 20 3.4 -3.5
DUHP Dimensional US High Profitability ETF 1.0 21 14 6.3 -0.6
ISRA VanEck Israel ETF 1.0 59 -24 7.3 +0.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.0 70 -35 2.8 -4.1
GSPY Gotham Enhanced 500 ETF 1.0 50 -15 5.2 -1.7
VOT Vanguard Mid-Cap Growth ETF 1.0 7 28 3.6 -3.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 -40 3.6 -3.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 5.3 -1.7
GINX SGI Enhanced Global Income ETF 1.0 98 -63 7.0 +0.1
IWN iShares Russell 2000 Value ETF 1.0 24 11 7.2 +0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -24 2.7 -4.2
VTWV Vanguard Russell 2000 Value ETF 0.9 10 25 7.2 +0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 6 8.1 +1.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 5.2 -1.7
STXG Strive 1000 Growth ETF 0.9 18 17 3.8 -3.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 -3 9.8 +2.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -14 4.7 -2.2
FDMO Fidelity Momentum Factor ETF 0.9 15 20 3.6 -3.3
ISMD Inspire Small/Mid Cap ETF 0.9 54 -19 5.5 -1.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 4.4 -2.5
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 -4 8.2 +1.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 7.0 +0.1
FPX First Trust US Equity Opportunities ETF 0.8 61 -26 0.9 -6.0
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 12 3.4 -3.5
FINX Global X FinTech ETF 0.8 68 -33 2.2 -4.8
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 -4 5.6 -1.3
SVAL iShares US Small Cap Value Factor ETF 0.8 20 15 10.2 +3.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 -3 9.2 +2.3
CGDG Capital Group Dividend Growers ETF 0.8 47 -12 6.2 -0.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 31 3.9 -3.0
AVUQ Avantis U.S. Quality ETF 0.7 15 20 4.3 -2.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.7 12 23 7.3 +0.4
GLOF iShares Global Equity Factor ETF 0.7 20 15 6.3 -0.6
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 8.3 +1.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 10.5 +3.6
TXS Texas Capital Texas Equity Index ETF 0.6 49 -14 5.6 -1.3
IOO iShares Global 100 ETF 0.5 41 -6 4.7 -2.2
JGRO JPMorgan Active Growth ETF 0.5 44 -9 3.3 -3.6
TTAC FCF US Quality ETF 0.5 59 -24 6.3 -0.6
VIDI Vident International Equity Strategy ETF 0.5 61 -26 10.6 +3.7
FDG American Century Focused Dynamic Growth ETF 0.5 45 -10 1.9 -5.0
TMFC Motley Fool 100 Index ETF 0.5 50 -15 3.4 -3.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -44 4.4 -2.5
KOMP SPDR S&P Kensho New Economies Composite ETF 0.4 20 15 2.5 -4.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 14 3.6 -3.3
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 4.4 -2.5
IWF iShares Russell 1000 Growth ETF 0.4 19 16 4.3 -2.6
VONG Vanguard Russell 1000 Growth ETF 0.4 7 28 4.4 -2.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 17 3.8 -3.1
APIE ActivePassive International Equity ETF 0.3 45 -10 7.4 +0.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 5.3 -1.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.0 -0.9
OEF iShares S&P 100 ETF 0.2 20 15 4.4 -2.5
VUG Vanguard Growth ETF 0.2 4 31 3.9 -3.0
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -24 2.7 -4.2
MGK Vanguard Mega Cap Growth ETF 0.2 7 28 4.0 -2.9
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 -1 3.6 -3.3
HDV iShares Core High Dividend ETF 0.1 8 27 7.2 +0.3
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.1 -2.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 -12 8.9 +2.0
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 17 3.6 -3.3

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

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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 6.9 %
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.