State Street SPDR S&P Insurance ETF
ALTAR
Score™		 7.0% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 12.4x P/Sales
ratio		 1.2x
P/BV
ratio		 1.6x Div.
yield		 1.8%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Nov 08, 2005
Assets (mns) $613
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 53
Wgt avg mkt cap (mns) $23,130
Large cap (>$10bn) 62.4%
Mid cap ($2-10bn) 34.2%
Small cap (<$2bn) 3.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
LEMONADE INC 2.9 %
BRIGHTHOUSE FINANCIAL, INC. 2.5 %
RYAN SPECIALTY HOLDINGS, INC. CLAS 2.1 %
RENAISSANCERE HOLDINGS LTD 2.1 %
WHITE MOUNTAINS INSURANCE GP 2.0 %
CINCINNATI FINANCIAL CORP 2.0 %
PALOMAR HOLDINGS, INC. 2.0 %
MERCURY GENERAL CORP 2.0 %
ASSURANT INC 2.0 %
LOEWS CORP 2.0 %
Total 21.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.6 %
BERMUDA 9.7 %
SWITZERLAND 2.0 %
BRITAIN 1.9 %
IRELAND 1.8 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.6% 2.0% 16.7% 11.0% 7.8%

Market Correlations
versus... Beta R-squared
S&P500 0.66 26%
MSCI EAFE 0.52 22%
MSCI Emg. Mkts. 0.26 6%

Technical Indicators
Recent close $58.62
30d moving avg. $57.91
Annualized volatility 16.7%
Short interest (ETF) 20.3%
Short interest (Underlying) 2.3%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 1,810
Turnover 17.3%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,856

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 639 potential alternatives to the State Street SPDR S&P Insurance ETF ETF based on the alternatives' overlap in portfolio holdings with KIE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: KIE Expense: 35 bp ALTAR Score™: 7.0%


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 48.7 40 -5 7.4 +0.4
KBWP Invesco KBW Property & Casualty Insurance ETF 35.7 35 0 7.2 +0.2
FXO First Trust Financials AlphaDEX Fund 30.9 62 -27 8.4 +1.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 29.9 40 -5 6.9 -0.2
IYF iShares U.S. Financials ETF 18.4 40 -5 6.0 -1.0
FNCL Fidelity MSCI Financials Index ETF 15.4 8 27 6.7 -0.4
FTDS First Trust Dividend Strength ETF 14.7 70 -35 8.7 +1.7
VFH Vanguard Financials ETF 14.2 9 26 6.7 -0.3
XLF The Financial Select Sector SPDR Fund 13.3 8 27 6.0 -1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 13.1 39 -4 9.8 +2.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.0 40 -5 7.6 +0.6
LYLD Cambria Large Cap Shareholder Yield ETF 12.9 59 -24 9.9 +2.9
WTV WisdomTree US Value Fund of Benef Interest 12.8 12 23 9.1 +2.1
AVIE Avantis  Inflation Focused Equity ETF 12.5 25 10 7.3 +0.3
USCF Themes US Cash Flow Champions ETF 12.3 29 6 8.7 +1.7
CZA Invesco Zacks Mid-Cap ETF 12.0 72 -37 7.5 +0.5
RDVY First Trust Rising Dividend Achievers ETF 12.0 50 -15 6.4 -0.6
SMCF Themes US Small Cap Cash Flow Champions ETF 11.8 29 6 11.9 +4.9
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 -4 7.6 +0.6
RNMC First Trust Mid Cap US Equity Select ETF 11.6 60 -25 7.1 +0.1
LGCF Themes US Cash Flow Champions ETF 11.4 30 5 8.2 +1.2
JOET Virtus Terranova US Quality Momentum ETF 10.8 29 6 4.9 -2.1
GVLU Gotham 1000 Value ETF 10.7 50 -15 9.1 +2.1
AVMV Avantis U.S. Mid Cap Value ETF 10.2 20 15 9.1 +2.1
FSCS First Trust SMID Capital Strength ETF 10.2 60 -25 7.2 +0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 10.0 80 -45 6.3 -0.7
VSDA VictoryShares Dividend Accelerator ETF 9.7 35 0 7.5 +0.5
RNSC Furst Trust Small Cap US Equity Select ETF 9.5 60 -25 5.2 -1.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 9.3 12 23 6.1 -0.9
SPGP Invesco S&P 500 GARP ETF 9.1 34 1 6.8 -0.2
AVLV Avantis U.S. Large Cap Value ETF 8.8 15 20 7.9 +0.9
DFNL Davis Select Financial ETF 8.8 63 -28 7.5 +0.5
SHRY First Trust Bloomberg Shareholder Yield ETF 8.8 60 -25 10.6 +3.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.7 20 15 6.2 -0.8
PWV Invesco Large Cap Value ETF 8.6 55 -20 7.6 +0.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.6 60 -25 7.1 +0.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 8.5 55 -20 10.4 +3.4
PY Principal Value ETF 8.5 15 20 7.3 +0.3
XMLV Invesco S&P MidCap Low Volatility ETF 8.4 25 10 7.3 +0.3
USMV iShares MSCI USA Min Vol Factor ETF 8.4 15 20 5.8 -1.2
SPMV Invesco S&P 500 Minimum Variance ETF 8.3 10 25 5.7 -1.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 8.1 20 15 8.3 +1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.1 25 10 5.6 -1.4
IMCV iShares Morningstar Mid-Cap Value ETF 8.1 6 29 8.3 +1.3
VOE Vanguard Mid-Cap Value ETF 8.0 7 28 7.8 +0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.0 80 -45 8.2 +1.2
RPV Invesco S&P 500 Pure Value ETF 7.9 35 0 10.4 +3.4
SYLD Cambria Shareholder Yield ETF 7.8 59 -24 12.8 +5.8
FTA First Trust Large Cap Value AlphaDEX Fund 7.7 59 -24 9.1 +2.1
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 22 10.2 +3.2
DEUS Xtrackers Russell US Multifactor ETF 7.6 17 18 6.9 -0.1
PKW Invesco Buyback Achievers ETF 7.6 62 -27 8.2 +1.2
NUDV Nuveen ESG Dividend ETF 7.5 26 9 7.7 +0.7
HAPY Harbor Human Capital Factor Unconstrained ETF 7.5 50 -15 5.8 -1.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.7 +0.7
MBOX Freedom Day Dividend ETF 7.4 39 -4 7.9 +0.8
RFV Invesco S&P Midcap 400 Pure Value ETF 7.3 35 0 13.4 +6.4
PRXV Praxis Impact Large Cap Value ETF 7.3 36 -1 6.8 -0.3
VAMO Cambria Value & Momentum ETF 7.3 61 -26 6.5 -0.5
IXG iShares Global Financials ETF 7.3 42 -7 6.6 -0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.2 15 20 6.7 -0.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.2 35 0 6.4 -0.7
SPLV Invesco S&P 500 Low Volatility ETF 7.2 25 10 5.6 -1.4
DVY iShares Select Dividend ETF 7.1 38 -3 9.2 +2.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.0 29 6 7.5 +0.5
LEAD Siren DIVCON Leaders Dividend ETF 7.0 43 -8 4.4 -2.7
CVY Invesco Zacks Multi-Asset Income ETF 6.9 106 -71 11.9 +4.9
DON WisdomTree U.S. MidCap Dividend Fund 6.9 38 -3 9.3 +2.3
FNK First Trust Mid Cap Value AlphaDEX Fund 6.8 70 -35 11.1 +4.1
USMF WisdomTree U.S. Multifactor Fund 6.7 28 7 7.4 +0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.7 15 20 9.1 +2.1
VFMF Vanguard U.S. Multifactor ETF 6.7 18 17 7.9 +0.9
RUNN Running Oak Efficient Growth ETF 6.7 58 -23 5.2 -1.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.6 30 5 8.2 +1.2
BGDV Bahl & Gaynor Dividend ETF 6.6 45 -10 4.8 -2.2
AVMC Avantis U.S. Mid Cap Equity ETF 6.5 18 17 6.9 -0.1
TPHD Timothy Plan High Dividend Stock ETF 6.5 52 -17 7.3 +0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.5 54 -19 7.3 +0.3
QUVU Hartford Quality Value ETF 6.4 46 -11 7.6 +0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.4 40 -5 6.0 -1.0
CFA VictoryShares US 500 Volatility Wtd ETF 6.4 35 0 6.1 -0.9
BRIF FIS Bright Portfolios Focused Equity ETF 6.3 65 -30 4.6 -2.4
PSCF Invesco S&P SmallCap Financials ETF 6.3 29 6 10.0 +3.0
FAB First Trust Multi Cap Value AlphaDEX Fund 6.3 67 -32 10.2 +3.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.2 70 -35 5.1 -2.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.1 52 -17 5.7 -1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.1 58 -23 5.7 -1.3
FVD First Trust Value Line Dividend Index Fund 6.1 65 -30 6.3 -0.7
ZECP Zacks Earnings Consistent Portfolio ETF 6.0 55 -20 4.8 -2.2
TMDV ProShares Russell US Dividend Growers ETF 6.0 35 0 7.1 +0.1
VFVA Vanguard U.S. Value Factor ETF 5.9 13 22 11.0 +4.0
XOEF iShares S&P 500 ex S&P 100 ETF 5.9 20 15 5.7 -1.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.8 18 17 5.9 -1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 5.8 18 17 8.8 +1.8
XMHQ Invesco S&P MidCap Quality ETF 5.8 25 10 6.8 -0.2
DFLV Dimensional US Large Cap Value ETF 5.8 22 13 7.7 +0.7
KAT Scharf ETF 5.7 87 -52 5.8 -1.2
GKAT Scharf Global Opportunity ETF 5.7 57 -22 6.2 -0.8
EQRR ProShares Equities for Rising Rates ETF 5.7 35 0 7.9 +0.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.7 60 -25 6.5 -0.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 5.6 36 -1 11.1 +4.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.6 15 20 8.8 +1.8
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 12 5.9 -1.1
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 6.1 -0.9
FLRG Fidelity U.S. Multifactor ETF 5.6 15 20 7.0 -0.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.5 10 25 8.9 +1.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.5 30 5 4.4 -2.6
RWK Invesco S&P MidCap 400 Revenue ETF 5.4 39 -4 9.9 +2.9
BGIG Bahl & Gaynor Income Growth ETF 5.3 45 -10 5.2 -1.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.3 35 0 6.2 -0.8
JQUA JPMorgan U.S. Quality Factor ETF 5.3 12 23 6.0 -1.0
SDY State Street SPDR S&P Dividend ETF 5.2 35 0 6.9 -0.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.2 15 20 6.2 -0.8
YOKE Yoke Core ETF 5.2 42 -7 5.0 -2.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 10 6.0 -1.0
ACWV iShares MSCI Global Min Vol Factor ETF 5.2 20 15 6.0 -1.0
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 22 3.0 -4.0
ROUS Hartford Multifactor US Equity ETF 5.1 19 16 7.0 -0.0
IMCB iShares Morningstar Mid-Cap ETF 5.1 4 31 6.2 -0.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.1 50 -15 8.9 +1.9
AVSU Avantis Responsible U.S. Equity ETF 5.1 15 20 5.9 -1.1
IWS iShares Russell Mid-Cap Value ETF 5.1 23 12 7.2 +0.2
EZM WisdomTree U.S. MidCap Fund 5.1 38 -3 8.9 +1.9
FSGS First Trust SMID Growth Strength ETF 5.0 60 -25 5.2 -1.8
STXV Strive 1000 Value ETF 5.0 18 17 8.3 +1.3
VO Vanguard Mid-Cap ETF 5.0 4 31 6.0 -1.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.0 15 20 8.1 +1.1
QLV FlexShares US Quality Low Volatility Index Fund 5.0 22 13 5.8 -1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.0 55 -20 4.0 -3.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.9 25 10 8.0 +1.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 15 6.6 -0.4
JHMM John Hancock Multifactor Mid Cap ETF 4.9 42 -7 6.3 -0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 4.9 12 23 7.3 +0.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.8 20 15 6.8 -0.2
FLV American Century Focused Large Cap Value ETF 4.8 42 -7 6.9 -0.1
FSMD Fidelity Small-Mid Multifactor ETF 4.8 15 20 7.0 +0.0
FUNL CornerCap Fundametrics Large-Cap ETF 4.7 50 -15 7.2 +0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.7 24 11 8.3 +1.3
RGEF Rockefeller Global Equity ETF 4.7 55 -20 4.6 -2.4
ROE Astoria US Quality Kings ETF 4.7 49 -14 6.9 -0.1
OSCV Opus Small Cap Value ETF 4.7 79 -44 7.3 +0.3
CHGX AXS Change Finance ESG ETF 4.7 49 -14 5.2 -1.8
RAYD Rayliant Quantitative Developed Market Equity ETF 4.7 80 -45 4.4 -2.6
FDLO Fidelity Low Volatility Factor ETF 4.7 15 20 5.5 -1.5
LOWV AB US Low Volatility Equity ETF 4.6 48 -13 5.3 -1.7
AFMC First Trust Active Factor Mid Cap ETF 4.5 65 -30 8.4 +1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.5 60 -25 10.4 +3.4
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -20 6.4 -0.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -8 6.2 -0.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.5 59 -24 5.9 -1.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 20 7.4 +0.4
DFAT Dimensional U.S. Targeted Value ETF 4.5 28 7 10.2 +3.2
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 15 6.8 -0.2
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 0 7.0 +0.0
EBI Longview Advantage ETF 4.3 35 0 6.7 -0.3
IJH iShares Core S&P Mid-Cap ETF 4.3 5 30 7.4 +0.3
MDY SPDR S&P Midcap 400 ETF Trust 4.3 24 11 7.2 +0.1
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 26 6.3 -0.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 31 6.1 -1.0
GOP Unusual Whales Subversive Republican Trading ETF 4.3 50 -15 5.4 -1.6
VBR Vanguard Small Cap Value ETF 4.3 7 28 9.2 +2.2
DFUV Dimensional US Marketwide Value ETF 4.2 22 13 7.5 +0.5
DFSU Dimensional US Sustainability Core 1 ETF 4.2 18 17 5.3 -1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 26 6.2 -0.8
FDLS Inspire Fidelis Multi Factor ETF 4.2 76 -41 4.7 -2.3
VTV Vanguard Value ETF 4.2 4 31 6.9 -0.1
GDIV Harbor Dividend Growth Leaders ETF 4.2 50 -15 5.3 -1.7
AVUS Avantis U.S. Equity ETF 4.2 15 20 5.7 -1.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.1 15 20 5.7 -1.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.1 3 32 7.4 +0.3
SCHM Schwab U.S. Mid-Cap ETF 4.1 4 31 7.1 +0.1
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.4 -0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.1 35 0 7.9 +0.9
SIZE iShares MSCI USA Size Factor ETF 4.1 15 20 6.1 -0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.1 38 -3 7.8 +0.8
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 7.0 -0.0
IVOO Vanguard S&P Mid-Cap 400 ETF 4.1 7 28 7.4 +0.4
SSPY Syntax Stratified LargeCap ETF 4.0 30 5 6.8 -0.2
IWR iShares Russell Midcap ETF 4.0 19 16 6.3 -0.7
USXF iShares ESG Advanced MSCI USA ETF 4.0 10 25 4.8 -2.2
GVUS Marketbeta Russell 1000 Value Equity ETF 4.0 12 23 6.6 -0.4
HOMZ Hoya Capital Housing ETF 4.0 30 5 9.8 +2.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.0 65 -30 6.5 -0.5
DIVN Horizon Dividend Income ETF 4.0 70 -35 8.0 +1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.0 7 28 5.9 -1.1
EQIN Columbia US Equity Income ETF 4.0 35 0 6.8 -0.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.0 30 5 6.9 -0.1
SMAP Amplify Small-Mid Cap Equity ETF 3.9 60 -25 5.6 -1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.9 29 6 6.5 -0.5
ABEQ Absolute Select Value ETF 3.9 85 -50 4.8 -2.2
SMRI Bushido Capital US Equity ETF 3.9 71 -36 10.1 +3.1
GRPM Invesco S&P MidCap 400 GARP ETF 3.9 35 0 7.9 +0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 3.9 60 -25 7.0 +0.0
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 -25 5.8 -1.3
LST Leuthold Select Industries ETF 3.8 91 -56 5.3 -1.7
DEMZ Democratic Large Cap Core ETF 3.8 45 -10 4.4 -2.6
DFVX Dimensional US Large Cap Vector ETF 3.8 22 13 6.4 -0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 17 7.9 +0.9
STXM Strive Mid-Cap ETF 3.8 18 17 6.5 -0.5
SFYX SoFi Next 500 ETF 3.8 0 35 6.0 -1.0
VIG Vanguard Dividend Appreciation ETF 3.8 5 30 5.6 -1.4
AUSF Global X Adaptive U.S. Factor ETF 3.8 27 8 9.3 +2.3
BEEX BeeHive ETF 3.7 84 -49 4.3 -2.7
NUSC Nuveen ESG Small-Cap ETF 3.7 31 4 5.3 -1.7
FDWM Fidelity Women's Leadership ETF 3.7 59 -24 4.9 -2.1
VEGN US Vegan Climate ETF 3.7 60 -25 4.5 -2.5
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 5.9 -1.1
PFM Invesco Dividend Achievers ETF 3.7 53 -18 5.4 -1.6
VYM Vanguard High Dividend Yield Index ETF 3.7 6 29 7.1 +0.1
JMOM JPMorgan U.S. Momentum Factor ETF 3.7 12 23 4.6 -2.4
FTCS First Trust Capital Strength ETF 3.7 55 -20 5.9 -1.1
USSE Segall Bryant & Hamill Select Equity ETF 3.7 65 -30 4.2 -2.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.6 48 -13 6.3 -0.7
JHML John Hancock Multifactor Large Cap ETF 3.6 29 6 5.4 -1.7
JHDV John Hancock U.S. High Dividend ETF 3.6 34 1 6.7 -0.3
JEPI JPMorgan Equity Premium Income ETF 3.6 35 0 5.8 -1.2
FVAL Fidelity Value Factor ETF 3.6 15 20 6.8 -0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 -4 8.6 +1.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 0 5.4 -1.6
IWD iShares Russell 1000 Value ETF 3.6 19 16 6.5 -0.5
DIVS SmartETFs Dividend Builder ETF 3.6 65 -30 5.1 -1.9
VONV Vanguard Russell 1000 Value ETF 3.6 7 28 6.6 -0.4
FBCV Fidelity Blue Chip Value ETF 3.6 59 -24 7.5 +0.5
PTL Inspire 500 ETF 3.6 9 26 5.4 -1.6
AVUV Avantis U.S. Small Cap Value ETF 3.6 25 10 10.1 +3.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.6 12 23 7.5 +0.4
RJMG FT Raymond James Multicap Growth Equity ETF 3.6 85 -50 3.0 -4.0
FELV Fidelity Enhanced Large Cap Value ETF 3.6 18 17 6.8 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 31 6.8 -0.2
DXUV Dimensional US Vector Equity ETF 3.5 28 7 6.2 -0.8
RWL Invesco S&P 500 Revenue ETF 3.5 39 -4 6.8 -0.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.5 35 0 7.6 +0.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.5 30 5 10.4 +3.4
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -17 7.2 +0.2
EVUS iShares ESG Aware MSCI USA Value ETF 3.5 18 17 6.6 -0.4
MAGA Point Bridge America First ETF 3.5 72 -37 6.4 -0.6
SIXS ETC 6 Meridian Small Cap Equity ETF 3.4 89 -54 9.8 +2.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.4 20 15 10.3 +3.3
PRAY FIS Christian Stock Fund 3.4 69 -34 5.1 -1.9
CZAR Themes Natural Monopoly ETF 3.4 35 0 5.7 -1.4
DGRO iShares Core Dividend Growth ETF 3.4 8 27 6.7 -0.3
OPTZ Optimize Strategy Index ETF 3.4 50 -15 4.8 -2.2
NULC Nuveen ESG Large-Cap ETF 3.4 21 14 4.7 -2.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.4 35 0 10.4 +3.4
FLDZ RiverNorth Patriot ETF 3.3 75 -40 6.4 -0.6
EPS WisdomTree U.S. LargeCap Fund 3.3 8 27 5.7 -1.3
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 6.2 -0.8
XSHQ Invesco S&P SmallCap Quality ETF 3.3 29 6 7.8 +0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.3 17 18 6.0 -1.0
KRMA Global X Conscious Companies ETF 3.2 43 -8 6.0 -1.0
TMFM Motley Fool Mid-Cap Growth ETF 3.2 85 -50 3.1 -3.9
STXK Strive Small-Cap ETF 3.2 18 17 6.1 -0.9
ISCV iShares Morningstar Small Cap Value ETF 3.2 6 29 9.5 +2.5
RNIN Bushido Capital US SMID Cap Equity ETF 3.2 70 -35 12.8 +5.8
NUMV Nuveen ESG Mid-Cap Value ETF 3.2 31 4 7.0 -0.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 22 5.9 -1.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.2 70 -35 4.9 -2.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.2 65 -30 3.8 -3.2
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -7 6.8 -0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.1 24 11 7.6 +0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.1 38 -3 6.5 -0.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.1 15 20 4.6 -2.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 3.1 10 25 4.3 -2.7
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 3.4 -3.7
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 18 5.6 -1.5
MGV Vanguard Mega Cap Value ETF 3.0 7 28 6.5 -0.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.0 9 26 5.3 -1.7
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 7.6 +0.6
VB Vanguard Small-Cap ETF 3.0 5 30 6.2 -0.8
DFAS Dimensional U.S. Small Cap ETF 3.0 26 9 6.8 -0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 2.9 17 18 5.9 -1.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 25 4.4 -2.6
LQPE PEO AlphaQuest Thematic PE ETF 2.9 125 -90 6.9 -0.2
IWX iShares Russell Top 200 Value ETF 2.9 20 15 6.1 -0.9
QWLD SPDR MSCI World StrategicFactors ETF 2.9 30 5 5.8 -1.2
MODL VictoryShares WestEnd U.S. Sector ETF 2.9 42 -7 4.6 -2.4
PRF Invesco FTSE RAFI US 1000 ETF 2.9 39 -4 6.8 -0.2
ITEQ BlueStar Israel Technology ETF 2.9 75 -40 1.6 -5.4
SGLC SGI U.S. Large Cap Core ETF 2.8 85 -50 4.1 -2.9
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 26 5.6 -1.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.8 25 10 5.2 -1.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.8 4 31 5.9 -1.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.8 15 20 6.0 -1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 26 4.9 -2.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.8 10 25 6.0 -1.0
TAX Cambria Tax Aware ETF 2.8 49 -14 6.1 -0.9
DCOR Dimensional US Core Equity 1 ETF 2.8 14 21 5.4 -1.6
REVS Columbia Research Enhanced Value ETF 2.8 19 16 7.9 +0.9
STXD Strive 1000 Dividend Growth ETF 2.7 35 0 5.0 -2.0
JSTC Adasina Social Justice All Cap Global ETF 2.7 89 -54 5.1 -2.0
DFSV Dimensional US Small Cap Value ETF 2.7 31 4 10.6 +3.6
DTD WisdomTree U.S. Total Dividend Fund 2.7 28 7 6.4 -0.6
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 4.2 -2.8
QDF FlexShares Quality Dividend Index Fund 2.7 37 -2 6.3 -0.7
AIEQ AI Powered Equity ETF 2.7 75 -40 4.9 -2.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.7 7 28 11.1 +4.1
ISCB iShares Morningstar Small-Cap ETF 2.7 4 31 6.3 -0.7
IUSV iShares Core S&P US Value ETF 2.7 4 31 6.4 -0.6
LVOL American Century Low Volatility ETF 2.6 29 6 5.0 -2.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 0 3.8 -3.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.6 39 -4 10.0 +3.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.6 15 20 6.0 -1.0
FNDX Schwab Fundamental US Large Co. Index ETF 2.6 25 10 7.3 +0.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.6 52 -17 6.1 -0.9
ILCV iShares Morningstar Value ETF 2.6 4 31 6.4 -0.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.6 48 -13 9.0 +2.0
SCHD Schwab US Dividend Equity ETF 2.6 6 29 10.2 +3.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 15 7.2 +0.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.6 35 0 5.2 -1.8
VXF Vanguard Extended Market ETF 2.6 5 30 4.7 -2.3
ICAP InfraCap Equity Income Fund ETF 2.5 171 -136 4.8 -2.2
HKND Humankind US Stock ETF 2.5 11 24 7.3 +0.3
HDUS Hartford Disciplined US Equity ETF 2.5 19 16 5.7 -1.3
FNDB Schwab Fundamental US Broad Market Index ETF 2.5 25 10 7.4 +0.4
IVE iShares S&P 500 Value ETF 2.5 18 17 6.2 -0.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.5 4 31 6.3 -0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.5 15 20 4.9 -2.2
VOOV Vanguard S&P 500 Value ETF 2.5 7 28 6.3 -0.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 20 7.9 +0.9
SCHA Schwab U.S. Small-Cap ETF 2.4 4 31 6.4 -0.7
SUSA iShares MSCI USA ESG Select ETF 2.4 25 10 4.7 -2.3
DSTL Distillate US Fundamental Stability & Value ETF 2.4 39 -4 8.8 +1.8
SMMD iShares Russell 2500 ETF 2.4 15 20 7.0 -0.1
IUS Invesco RAFI Strategic US ETF 2.4 19 16 6.8 -0.2
APUE ActivePassive U.S. Equity ETF 2.4 45 -10 4.7 -2.3
INRO iShares U.S. Industry Rotation Active ETF 2.4 42 -7 4.4 -2.6
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -10 10.9 +3.9
DIVB iShares Core Dividend ETF 2.4 5 30 8.4 +1.4
DFAU Dimensional US Core Equity Market ETF 2.4 12 23 5.0 -2.0
DHS WisdomTree U.S. High Dividend Fund 2.4 38 -3 8.3 +1.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 5.0 -2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 21 4.9 -2.1
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 7 6.0 -1.0
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 17 5.2 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 -40 4.0 -3.0
FFLC Fidelity Fundamental Large Cap Core ETF 2.3 38 -3 4.5 -2.5
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 25 5.0 -2.0
BFOR ALPS Barron's 400 ETF 2.3 65 -30 6.0 -1.0
WCEO Hypatia Women CEO ETF 2.3 85 -50 3.1 -3.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 6 4.7 -2.3
BIBL Inspire 100 ETF 2.2 35 0 5.2 -1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 4.9 -2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 23 5.1 -2.0
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 10.0 +3.0
KBWD Invesco KBW High Dividend Yield Financial ETF 2.2 384 -349 14.0 +7.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 15 5.0 -2.0
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 26 4.8 -2.3
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 23 8.0 +1.0
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 20 4.7 -2.3
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 22 6.2 -0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 29 4.1 -2.9
ULVM VictoryShares US Value Momentum ETF 2.2 20 15 7.4 +0.4
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 -25 3.9 -3.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 25 5.0 -2.0
SPHQ Invesco S&P 500 Quality ETF 2.1 15 20 5.6 -1.4
TOPC iShares S&P 500 3% Capped ETF 2.1 15 20 5.1 -1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 33 4.9 -2.1
BKWO BNY Mellon Women's Opportunities ETF 2.1 50 -15 3.7 -3.3
DSI iShares MSCI KLD 400 Social ETF 2.1 25 10 4.8 -2.2
VOTE TCW Transform 500 ETF 2.1 5 30 4.9 -2.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 29 3.0 -4.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 28 4.8 -2.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 16 5.5 -1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 4.9 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 24 5.1 -2.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.0 12 23 8.3 +1.3
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.2 -0.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 0 9.9 +2.9
AZTD Aztlan Global Stock Selection DM SMID ETF 2.0 75 -40 10.1 +3.1
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 5.3 -1.7
JPEF JPMorgan Equity Focus ETF 2.0 50 -15 4.4 -2.6
STOX Horizon Core Equity ETF 2.0 70 -35 4.1 -2.9
VALQ American Century U.S. Quality Value ETF 2.0 29 6 8.0 +1.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.0 7 28 5.1 -1.9
SFTY Horizon Managed Risk ETF 2.0 77 -42 4.1 -2.9
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.0 78 -43 9.0 +2.0
DUSA Davis Select U.S. Equity ETF 2.0 61 -26 7.6 +0.6
DWLD Davis Select Worldwide ETF 2.0 63 -28 7.2 +0.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.0 29 6 4.7 -2.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 20 10.0 +3.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 25 9.9 +2.9
TMFX Motley Fool Next Index ETF 2.0 50 -15 3.3 -3.7
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -44 4.0 -3.0
SQLV Royce Quant Small-Cap Quality Value ETF 2.0 60 -25 9.6 +2.6
THRO iShares U.S. Thematic Rotation Active ETF 2.0 90 -55 4.2 -2.8
DIVY Sound Equity Dividend Income ETF 1.9 45 -10 10.1 +3.1
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 23 7.7 +0.7
UDI USCF Dividend Income Fund 1.9 65 -30 8.4 +1.4
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 4.8 -2.2
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.8 -2.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 28 7.8 +0.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.9 60 -25 6.3 -0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.9 60 -25 4.2 -2.9
EDOW First Trust Dow 30 Equal Weight ETF 1.9 50 -15 5.5 -1.6
DIA SPDR Dow Jones Industrial Average ETF 1.9 16 19 5.5 -1.5
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -60 3.9 -3.1
DFUS Dimensional U.S. Equity ETF 1.9 9 26 4.8 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 26 4.8 -2.2
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 6 7.0 0.0
LCF Touchstone US Large Cap Focused ETF 1.9 69 -34 4.3 -2.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 32 5.1 -1.9
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 10 5.3 -1.7
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.9 56 -21 2.8 -4.2
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -17 10.3 +3.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 -4 11.7 +4.7
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 -1 9.8 +2.8
ACSI American Customer Satisfaction ETF 1.9 65 -30 5.5 -1.5
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 -23 7.4 +0.4
BLCV iShares Large Cap Value Active ETF 1.9 53 -18 7.6 +0.6
IWB iShares Russell 1000 ETF 1.9 15 20 4.8 -2.2
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 6 12.1 +5.1
RAUS RACWI US ETF 1.9 15 20 4.8 -2.2
FQAL Fidelity Quality Factor ETF 1.9 15 20 5.7 -1.3
IYY iShares Dow Jones U.S. ETF 1.9 20 15 4.8 -2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 32 4.9 -2.1
VONE Vanguard Russell 1000 ETF 1.9 7 28 4.9 -2.1
VTI Vanguard Total Stock Market ETF 1.9 3 32 4.9 -2.2
MVPA Miller Value Partners Appreciation ETF 1.9 60 -25 9.1 +2.1
IWV iShares Russell 3000 ETF 1.9 20 15 4.7 -2.3
GRNY Fundstrat Granny Shots US Large Cap ETF 1.9 75 -40 2.6 -4.4
CGDV Capital Group Dividend Value ETF 1.9 33 2 4.6 -2.4
SCHB Schwab U.S. Broad Market ETF 1.9 3 32 5.0 -2.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.9 20 15 5.1 -1.9
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 20 6.9 -0.1
SCHK Schwab 1000 Index ETF 1.8 5 30 5.0 -2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 1.8 75 -40 5.6 -1.4
VTHR Vanguard Russell 3000 ETF 1.8 7 28 4.9 -2.2
TMAT Main Thematic Innovation ETF 1.8 164 -129 -1.5 -8.5
PBUS Invesco MSCI USA ETF 1.8 4 31 4.9 -2.2
GQI Natixis Gateway Quality Income ETF 1.8 34 1 5.0 -2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 26 4.0 -3.0
SCHX Schwab U.S. Large-Cap ETF 1.8 3 32 4.9 -2.1
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.1 -2.9
CHRI Global X S&P 500 Christian Values ETF 1.8 29 6 4.6 -2.4
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 15 9.1 +2.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.7 -2.3
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 32 4.8 -2.2
FPAG FPA Global Equity ETF 1.8 49 -14 5.8 -1.2
PCGG Polen Capital Global Growth ETF 1.8 85 -50 4.1 -2.9
TMFG Motley Fool Global Opportunities ETF 1.8 85 -50 4.1 -2.9
TOLL Tema Durable Quality ETF 1.8 75 -40 5.2 -1.8
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 25 4.9 -2.1
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 5.0 -2.0
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.4 -1.6
ALIL Argent Focused Small Cap ETF 1.8 74 -39 6.7 -0.3
IJR iShares Core S&P Small Cap ETF 1.8 6 29 7.7 +0.7
IVV iShares Core S&P 500 ETF 1.8 3 32 4.9 -2.1
BLES Inspire Global Hope ETF 1.8 61 -26 6.8 -0.2
GXLC Global X U.S. 500 ETF 1.8 2 33 4.9 -2.2
SPY SPDR S&P 500 ETF 1.8 9 26 4.9 -2.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 33 4.9 -2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -36 -1.6 -8.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.7 60 -25 5.3 -1.8
FEOE First Eagle Overseas Equity ETF 1.7 79 -44 7.1 +0.1
VV Vanguard Large-Cap ETF 1.7 4 31 4.8 -2.2
VOO Vanguard S&P 500 ETF 1.7 3 32 4.9 -2.1
FYT First Trust Small Cap Value AlphaDEX Fund 1.7 73 -38 12.1 +5.1
STRV Strive 500 ETF 1.7 5 30 4.8 -2.2
FEGE First Eagle Global Equity ETF 1.7 79 -44 6.7 -0.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.7 49 -14 11.1 +4.1
HEAL Global X HealthTech ETF 1.7 50 -15 -0.6 -7.6
RVER Trenchless Fund ETF 1.7 65 -30 3.0 -4.0
FTGS First Trust Growth Strength ETF 1.7 60 -25 4.6 -2.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -50 3.7 -3.3
JGRW Jensen Quality Growth ETF 1.7 57 -22 4.8 -2.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 27 5.0 -2.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 7.8 +0.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 25 5.2 -1.8
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -55 9.9 +2.9
SPXM Azoria 500 Meritocracy ETF 1.7 47 -12 4.5 -2.5
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 7.2 +0.2
HLGE Hartford Longevity Economy ETF 1.7 44 -9 6.2 -0.8
QUAL iShares MSCI USA Quality Factor ETF 1.7 15 20 5.5 -1.5
FDFF Fidelity Disruptive Finance ETF 1.7 50 -15 4.5 -2.5
WBIY WBI Power Factor High Dividend ETF 1.7 100 -65 14.0 +7.0
QGRO American Century U.S. Quality Growth ETF 1.7 29 6 3.7 -3.3
SAMT Strategas Macro Thematic Opportunities ETF 1.7 65 -30 2.5 -4.5
SXQG ETC 6 Meridian Quality Growth ETF 1.7 100 -65 4.9 -2.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.7 29 6 6.9 -0.1
BELT iShares Long-Term U.S. Equity Active ETF 1.7 75 -40 3.2 -3.8
TOGA Tremblant Global ETF 1.7 69 -34 2.3 -4.7
ABIG Argent Large Cap ETF 1.7 49 -14 5.3 -1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.7 18 17 4.7 -2.4
VLUE iShares MSCI USA Value Factor ETF 1.6 15 20 9.0 +2.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 -17 6.3 -0.7
TMFS Motley Fool Small-Cap Growth ETF 1.6 85 -50 3.2 -3.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 -4 5.8 -1.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 32 7.8 +0.8
KONG Formidable Fortress ETF 1.6 89 -54 6.3 -0.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.6 15 20 4.1 -2.9
ROSC Hartford Multifactor Small Cap ETF 1.6 34 1 9.3 +2.3
SFY SoFi Select 500 ETF 1.6 0 35 4.4 -2.6
GGRW Gabelli Growth Innovators ETF 1.6 90 -55 2.4 -4.6
GVIP Goldman Sachs Hedge Industry VIP ETF 1.6 45 -10 3.2 -3.8
IWFG IQ Winslow Focused Large Cap Growth ETF 1.6 65 -30 3.1 -3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 26 5.1 -1.9
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 28 7.7 +0.7
MDCP VictoryShares THB Mid Cap ESG ETF 1.6 55 -20 5.7 -1.3
GINX SGI Enhanced Global Income ETF 1.6 98 -63 8.1 +1.1
ASLV Allspring Special Large Value ETF 1.6 35 0 6.7 -0.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 9.1 +2.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.6 65 -30 0.8 -6.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -25 6.1 -1.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.6 61 -26 5.9 -1.1
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -25 8.5 +1.5
JGLO JPMorgan Global Select Equity ETF 1.6 33 2 5.0 -2.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.5 55 -20 4.3 -2.7
ACVF American Conservative Values ETF 1.5 75 -40 4.3 -2.7
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -14 4.6 -2.4
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.7 -0.3
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 7 5.6 -1.4
ABLS Abacus FCF Small Cap Leaders ETF 1.5 59 -24 5.1 -1.9
RVRB Reverb ETF 1.5 30 5 4.6 -2.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 -1 4.9 -2.1
GSPY Gotham Enhanced 500 ETF 1.5 50 -15 5.1 -1.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -60 0.2 -6.8
EES WisdomTree U.S. SmallCap Fund 1.5 38 -3 8.9 +1.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.5 60 -25 7.5 +0.5
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 0 4.7 -2.3
PSC Principal U.S. Small-Cap ETF 1.5 38 -3 7.0 0.0
RECS Columbia Research Enhanced Core ETF 1.5 15 20 5.8 -1.2
LRGE ClearBridge Large Cap Growth ESG ETF 1.4 59 -24 4.1 -2.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -30 8.1 +1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 5.5 -1.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 15 5.6 -1.4
FFOX FundX Future Fund Opportunities ETF 1.4 100 -65 4.1 -2.9
CSMD Congress SMid Growth ETF 1.4 69 -34 3.7 -3.3
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 10 5.4 -1.6
CGGO Capital Group Global Growth Equity ETF 1.4 47 -12 4.2 -2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 20 4.6 -2.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 16 6.4 -0.6
TOK iShares MSCI Kokusai ETF 1.4 26 9 5.0 -2.0
IWO iShares Russell 2000 Growth ETF 1.4 24 11 0.8 -6.2
PWB Invesco Large Cap Growth ETF 1.4 56 -21 2.6 -4.4
IWL iShares Russell Top 200 ETF 1.3 15 20 4.5 -2.5
ISRA VanEck Israel ETF 1.3 59 -24 6.8 -0.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 17 5.6 -1.4
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 5.7 -1.3
VTWG Vanguard Russell 2000 Growth ETF 1.3 10 25 1.0 -6.0
DAK Dakota Active Equity ETF 1.3 43 -8 4.5 -2.6
DGT State Street SPDR Global Dow ETF 1.3 50 -15 6.6 -0.4
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.3 -2.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.9 -0.1
URTH iShares MSCI World ETF 1.3 24 11 5.0 -2.0
VBK Vanguard Small-Cap Growth ETF 1.3 7 28 1.8 -5.2
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -13 4.5 -2.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 30 8.2 +1.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.3 15 20 5.6 -1.4
VUSE Vident U.S. Equity Strategy ETF 1.3 50 -15 4.4 -2.7
FCPI Fidelity Stocks for Inflation ETF 1.2 15 20 7.8 +0.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 10 25 5.7 -1.4
IUSG iShares Core S&P U.S. Growth ETF 1.2 4 31 4.2 -2.8
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.6 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 15 5.5 -1.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 10 9.0 +2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -25 6.7 -0.3
RSSL Global X Russell 2000 ETF 1.2 8 27 4.2 -2.8
IWM iShares Russell 2000 ETF 1.2 19 16 4.2 -2.8
ACWI iShares MSCI ACWI ETF 1.2 32 3 5.4 -1.6
VT Vanguard Total World Stock ETF 1.2 6 29 5.7 -1.3
ITAN Sparkline Intangible Value ETF 1.2 50 -15 6.6 -0.4
ETHO Etho Climate Leadership U.S. ETF 1.2 47 -12 5.6 -1.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 0 9.5 +2.5
GURU Global X Guru Index ETF 1.2 75 -40 3.1 -3.9
IVW iShares S&P 500 Growth ETF 1.1 18 17 4.0 -3.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.1 4 31 4.1 -2.9
FINX Global X FinTech ETF 1.1 68 -33 2.9 -4.1
FESM Fidelity Enhanced Small Cap ETF 1.1 28 7 6.9 -0.1
VOOG Vanguard S&P 500 Growth ETF 1.1 7 28 4.1 -2.9
VTWO Vanguard Russell 2000 ETF 1.1 7 28 4.3 -2.7
MGC Vanguard Mega Cap ETF 1.1 7 28 4.6 -2.4
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 5 8.2 +1.2
ILCG iShares Morningstar Growth ETF 1.1 4 31 3.8 -3.2
DUHP Dimensional US High Profitability ETF 1.1 21 14 6.3 -0.7
FFND Future Fund Active ETF 1.1 100 -65 3.8 -3.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 4.0 -3.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -4 4.4 -2.6
FFTY Innovator IBD 50 ETF 1.0 80 -45 -2.5 -9.5
IWN iShares Russell 2000 Value ETF 0.9 24 11 7.8 +0.8
MTUM iShares MSCI USA Momentum Factor ETF 0.9 15 20 3.7 -3.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 6 8.4 +1.4
VTWV Vanguard Russell 2000 Value ETF 0.9 10 25 7.9 +0.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 5.4 -1.6
SVAL iShares US Small Cap Value Factor ETF 0.9 20 15 9.2 +2.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 -3 10.2 +3.2
VOT Vanguard Mid-Cap Growth ETF 0.9 7 28 3.4 -3.6
FDMO Fidelity Momentum Factor ETF 0.9 15 20 3.6 -3.4
ISMD Inspire Small/Mid Cap ETF 0.9 54 -19 5.6 -1.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 4.6 -2.4
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 -4 4.5 -2.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 0.8 49 -14 4.4 -2.6
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 12 3.3 -3.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 8 7.3 +0.3
STXG Strive 1000 Growth ETF 0.8 18 17 3.9 -3.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.8 12 23 7.6 +0.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 -3 9.5 +2.5
CGDG Capital Group Dividend Growers ETF 0.8 47 -12 6.1 -0.9
GLOF iShares Global Equity Factor ETF 0.7 20 15 6.7 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -14 4.7 -2.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.7 75 -40 3.6 -3.4
AVUQ Avantis U.S. Quality ETF 0.7 15 20 4.4 -2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 64 -29 1.1 -5.9
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 8.4 +1.4
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -27 2.0 -5.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -21 10.5 +3.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -35 2.2 -4.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.9 -3.1
TXS Texas Capital Texas Equity Index ETF 0.6 49 -14 6.0 -1.0
DURA VanEck Durable High Dividend ETF 0.5 29 6 7.6 +0.6
JGRO JPMorgan Active Growth ETF 0.5 44 -9 3.5 -3.5
TTAC FCF US Quality ETF 0.5 59 -24 6.0 -1.0
VIDI Vident International Equity Strategy ETF 0.5 61 -26 10.4 +3.4
FDG American Century Focused Dynamic Growth ETF 0.5 45 -10 2.1 -4.9
IOO iShares Global 100 ETF 0.5 41 -6 4.6 -2.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 14 3.7 -3.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -25 -1.0 -8.0
IWF iShares Russell 1000 Growth ETF 0.4 19 16 4.3 -2.8
VONG Vanguard Russell 1000 Growth ETF 0.4 7 28 4.4 -2.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.3 20 15 2.8 -4.2
TEXN iShares Texas Equity ETF 0.3 20 15 6.1 -0.9
IWY iShares Russell Top 200 Growth ETF 0.3 20 15 4.4 -2.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -24 2.0 -5.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 17 4.0 -3.0
APIE ActivePassive International Equity ETF 0.3 45 -10 7.1 +0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 5.3 -1.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.3 -0.7
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -24 2.9 -4.1
SPMO Invesco S&P 500 Momentum ETF 0.2 13 22 3.9 -3.1
OEF iShares S&P 100 ETF 0.2 20 15 4.4 -2.6
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 -1 3.7 -3.3
HDV iShares Core High Dividend ETF 0.1 8 27 7.2 +0.2
VUG Vanguard Growth ETF 0.1 4 31 4.1 -2.9
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.2 -2.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 -12 9.4 +2.4
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 17 3.7 -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:		 State Street SPDR S&P Insurance ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.5 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 7.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.76 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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