iShares Residential and Multisector Real Estate ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The iShares Residential Real Estate Capped ETF seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities. |
Category | US Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | May 01, 2007 |
Assets (mns) | $793 |
Currency | USD |
Expense ratio | 48 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Optimized |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 40 |
Wgt avg mkt cap (mns) | $35,115 |
Large cap (>$10bn) | 87.4% |
Mid cap ($2-10bn) | 10.1% |
Small cap (<$2bn) | 2.6% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
WELLTOWER, INC. | 19.2 % |
PUBLIC STORAGE | 8.6 % |
EXTRA SPACE STORAGE INC | 6.0 % |
AVALONBAY COMMUNITIES INC | 5.4 % |
VENTAS INC | 5.4 % |
ESSEX PROPERTY TRUST INC | 4.4 % |
EQUITY RESIDENTIAL | 4.4 % |
INVITATION HOMES, INC. | 4.4 % |
MID-AMERICA APARTMENT COMM | 4.2 % |
SUN COMMUNITIES INC | 3.8 % | Total | 65.8 % |
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UNITED STATES | 96.8 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
1.6% | 7.5% | 9.0% | 7.1% | 6.7% |
versus... | Beta | R-squared |
S&P500 | 0.87 | 53% |
MSCI EAFE | 0.88 | 57% |
MSCI Emg. Mkts. | 0.70 | 38% |
Recent close | $83.07 |
30d moving avg. | $82.59 |
Annualized volatility | 19.2% |
Short interest (ETF) | 0.2% |
Short interest (Underlying) | 2.1% |
Relative strength (RSI) | 51 |
Avg. volume (thou.) | 49 |
Turnover | 0.5% |
Bid/Ask (% of price) | 0.07% |
ADV underlying (mns) | $1,921 |
FINDING ALTERNATIVE FUNDS
Below is a list of 454 potential alternatives to the iShares Residential and Multisector Real Estate ETF ETF based on the alternatives' overlap in portfolio holdings with REZ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | REZ | Expense: | 48 bp | ALTAR Score™: | 6.4% |
Ticker | Fund Name |
Overlap1 vs REZ (%) |
Expense ratio (bp) |
Savings vs REZ (bp) |
ALTAR Score™ (%) |
ALTAR vs REZ (%) |
HAUS | Residential REIT ETF | 55.2 | 60 | -12 | 5.4 | -1.1 |
NURE | Nuveen Short-Term REIT ETF | 53.9 | 35 | 13 | 8.0 | +1.5 |
RWR | SPDR Dow Jones REIT ETF | 45.3 | 25 | 23 | 7.7 | +1.3 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 41.2 | 40 | 8 | 7.8 | +1.3 |
RITA | ETFB Green SRI REITs ETF | 41.2 | 50 | -2 | 6.5 | +0.1 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 40.9 | 11 | 37 | 8.1 | +1.6 |
USRT | iShares Core U.S. REIT ETF | 40.3 | 8 | 40 | 7.9 | +1.5 |
JPRE | JPMorgan Realty Income ETF | 39.4 | 50 | -2 | 7.6 | +1.2 |
FRI | First Trust S&P REIT Index Fund | 39.2 | 50 | -2 | 7.6 | +1.1 |
ICF | iShares Cohen & Steers REIT ETF | 36.8 | 33 | 15 | 7.8 | +1.4 |
PSR | Invesco Active U.S. Real Estate Fund | 36.1 | 35 | 13 | 8.0 | +1.5 |
FPRO | Fidelity Real Estate Investment ETF | 35.6 | 59 | -11 | 6.5 | +0.1 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 34.6 | 55 | -7 | 6.1 | -0.4 |
SCHH | Schwab U.S. REIT ETF | 34.2 | 7 | 41 | 8.1 | +1.7 |
PPTY | US Diversified Real Estate ETF | 33.5 | 53 | -5 | 8.0 | +1.6 |
XLRE | Real Estate Select Sector SPDR Fund | 33.2 | 8 | 40 | 7.6 | +1.1 |
DFAR | Dimensional US Real Estate ETF | 32.8 | 19 | 29 | 8.1 | +1.6 |
IYR | iShares U.S. Real Estate ETF | 32.2 | 40 | 8 | 7.5 | +1.0 |
JRE | Janus Henderson U.S. Real Estate ETF | 32.1 | 65 | -17 | 7.7 | +1.3 |
VNQ | Vanguard Real Estate ETF | 30.8 | 13 | 35 | 7.5 | +1.1 |
FREL | Fidelity MSCI Real Estate Index ETF | 30.5 | 8 | 40 | 7.7 | +1.2 |
RWO | SPDR Dow Jones Global Real Estate ETF | 30.3 | 50 | -2 | 7.2 | +0.7 |
REET | iShares Global REIT ETF | 29.0 | 14 | 34 | 7.7 | +1.2 |
BYRE | Principal Real Estate Active Opportunities ETF | 28.7 | 65 | -17 | 6.4 | 0.0 |
AVRE | Avantis Real Estate ETF | 27.3 | 17 | 31 | 7.2 | +0.8 |
IRET | iREIT - MarketVector Quality REIT Index ETF | 26.7 | 60 | -12 | 7.8 | +1.3 |
VGSR | Vert Global Sustainable Real Estate ETF | 26.2 | 47 | 1 | 7.4 | +1.0 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 25.5 | 45 | 3 | 7.9 | +1.5 |
DFGR | Dimensional Global Real Estate ETF | 25.3 | 22 | 26 | 7.5 | +1.1 |
ERET | iShares Environmentally Aware Real Estate ETF | 25.3 | 30 | 18 | 7.6 | +1.1 |
HOMZ | Hoya Capital Housing ETF | 22.9 | 30 | 18 | 9.0 | +2.5 |
REAI | Intelligent Real Estate ETF | 21.2 | 59 | -11 | 14.9 | +8.5 |
INDS | Pacer Industrial Real Estate ETF | 17.5 | 55 | -7 | 6.9 | +0.5 |
IVRA | Invesco Real Assets ESG ETF | 16.0 | 59 | -11 | 6.3 | -0.1 |
BLDG | Cambria Global Real Estate ETF | 12.8 | 60 | -12 | 12.1 | +5.7 |
ABLD | Abacus FCF Real Assets Leaders ETF | 12.3 | 69 | -21 | 7.1 | +0.7 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 11.3 | 7 | 41 | 10.1 | +3.6 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 9.6 | 49 | -1 | 6.1 | -0.3 |
IQRA | IQ CBRE Real Assets ETF | 9.5 | 65 | -17 | 5.8 | -0.6 |
VRAI | Virtus Real Asset Income ETF | 8.6 | 55 | -7 | 10.7 | +4.3 |
CZA | Invesco Zacks Mid-Cap ETF | 8.5 | 72 | -24 | 6.5 | +0.1 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 7.2 | 25 | 23 | 5.4 | -1.1 |
SPLV | Invesco S&P 500 Low Volatility ETF | 7.2 | 25 | 23 | 5.3 | -1.1 |
BIBL | Inspire 100 ETF | 7.2 | 35 | 13 | 5.2 | -1.2 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 7.0 | 25 | 23 | 7.7 | +1.2 |
AGNG | Global X Aging Population ETF | 7.0 | 50 | -2 | 4.9 | -1.6 |
RIET | Hoya Capital High Dividend Yield ETF | 6.5 | 50 | -2 | 45.5 | +39.1 |
MILN | Global X Millennial Consumer ETF | 6.4 | 50 | -2 | 3.7 | -2.8 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 6.3 | 12 | 36 | 5.8 | -0.7 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 5.9 | 30 | 18 | 9.0 | +2.5 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 5.7 | 60 | -12 | 9.2 | +2.7 |
ULVM | VictoryShares US Value Momentum ETF | 5.5 | 20 | 28 | 7.4 | +1.0 |
DIVG | Invesco S&P 500 High Dividend Growers ETF | 4.8 | 39 | 9 | 8.5 | +2.0 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 4.6 | 35 | 13 | 8.6 | +2.2 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 4.5 | 60 | -12 | 4.9 | -1.6 |
PY | Principal Value ETF | 4.4 | 15 | 33 | 7.4 | +1.0 |
CVY | Invesco Zacks Multi-Asset Income ETF | 4.2 | 106 | -58 | 12.1 | +5.6 |
FVD | First Trust Value Line Dividend Index Fund | 4.1 | 65 | -17 | 6.4 | -0.1 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.0 | 37 | 11 | 6.2 | -0.3 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 3.9 | 27 | 21 | 7.0 | +0.6 |
QDF | FlexShares Quality Dividend Index Fund | 3.8 | 37 | 11 | 6.3 | -0.1 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 3.7 | 20 | 28 | 9.8 | +3.3 |
DIV | Global X SuperDividend US ETF | 3.6 | 45 | 3 | 11.9 | +5.5 |
BLES | Inspire Global Hope ETF | 3.6 | 61 | -13 | 6.8 | +0.4 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 3.5 | 80 | -32 | 8.3 | +1.9 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 3.5 | 18 | 30 | 7.8 | +1.4 |
PSCF | Invesco S&P SmallCap Financials ETF | 3.4 | 29 | 19 | 9.5 | +3.1 |
VOT | Vanguard Mid-Cap Growth ETF | 3.4 | 7 | 41 | 3.5 | -2.9 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 3.4 | 31 | 17 | 7.2 | +0.7 |
PTL | Inspire 500 ETF | 3.3 | 9 | 39 | 5.4 | -1.1 |
DEW | WisdomTree Global High Dividend Fund | 3.3 | 58 | -10 | 8.7 | +2.2 |
MAGA | Point Bridge America First ETF | 3.2 | 72 | -24 | 6.1 | -0.3 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 3.2 | 15 | 33 | 6.1 | -0.3 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 3.2 | 20 | 28 | 6.0 | -0.4 |
SPDV | AAM S&P 500 High Dividend Value ETF | 3.1 | 29 | 19 | 10.9 | +4.5 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 3.1 | 24 | 24 | 8.3 | +1.9 |
IWS | iShares Russell Mid-Cap Value ETF | 3.1 | 23 | 25 | 6.8 | +0.4 |
SRET | Global X SuperDividend REIT ETF | 3.0 | 59 | -11 | 12.3 | +5.9 |
VO | Vanguard Mid-Cap ETF | 3.0 | 4 | 44 | 5.8 | -0.6 |
KONG | Formidable Fortress ETF | 2.9 | 89 | -41 | 6.0 | -0.4 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.9 | 60 | -12 | 5.8 | -0.6 |
FLDZ | RiverNorth Patriot ETF | 2.9 | 75 | -27 | 6.1 | -0.3 |
SIZE | iShares MSCI USA Size Factor ETF | 2.9 | 15 | 33 | 5.8 | -0.6 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 2.9 | 50 | -2 | 5.6 | -0.8 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 2.8 | 15 | 33 | 7.5 | +1.1 |
EUSA | iShares MSCI USA Equal Weighted ETF | 2.8 | 9 | 39 | 6.1 | -0.3 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 2.8 | 20 | 28 | 7.0 | +0.5 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 2.7 | 38 | 10 | 9.5 | +3.1 |
TXS | Texas Capital Texas Equity Index ETF | 2.7 | 49 | -1 | 5.7 | -0.7 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 2.6 | 6 | 42 | 4.1 | -2.4 |
GLRY | Inspire Faithward Mid Cap Momentum ETF | 2.6 | 80 | -32 | 6.4 | -0.0 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 2.6 | 15 | 33 | 8.1 | +1.7 |
DON | WisdomTree U.S. MidCap Dividend Fund | 2.6 | 38 | 10 | 8.9 | +2.5 |
VOE | Vanguard Mid-Cap Value ETF | 2.6 | 7 | 41 | 7.9 | +1.4 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 2.6 | 25 | 23 | 7.6 | +1.1 |
RJMG | FT Raymond James Multicap Growth Equity ETF | 2.6 | 85 | -37 | 2.3 | -4.2 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2.6 | 60 | -12 | 7.0 | +0.5 |
IMCB | iShares Morningstar Mid-Cap ETF | 2.5 | 4 | 44 | 6.1 | -0.4 |
ISMD | Inspire Small/Mid Cap ETF | 2.5 | 54 | -6 | 6.1 | -0.3 |
RDOG | ALPS REIT Dividend Dogs ETF | 2.5 | 35 | 13 | 9.5 | +3.1 |
RSP | Invesco S&P 500 Equal Weight ETF | 2.5 | 20 | 28 | 6.5 | +0.0 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 2.5 | 6 | 42 | 8.3 | +1.8 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 2.5 | 9 | 39 | 6.1 | -0.3 |
INRO | iShares U.S. Industry Rotation Active ETF | 2.4 | 42 | 6 | 4.7 | -1.8 |
IWR | iShares Russell Midcap ETF | 2.3 | 19 | 29 | 5.9 | -0.6 |
WCEO | Hypatia Women CEO ETF | 2.3 | 85 | -37 | 4.3 | -2.1 |
RFFC | ALPS Active Equity Opportunity ETF | 2.3 | 48 | 0 | 4.5 | -2.0 |
JHMM | John Hancock Multifactor Mid Cap ETF | 2.3 | 42 | 6 | 6.5 | +0.1 |
CVAR | Cultivar ETF | 2.3 | 87 | -39 | 7.0 | +0.5 |
JPEF | JPMorgan Equity Focus ETF | 2.2 | 50 | -2 | 4.3 | -2.1 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 2.2 | 10 | 38 | 5.3 | -1.2 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 2.2 | 4 | 44 | 6.2 | -0.2 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 2.2 | 28 | 20 | 6.0 | -0.4 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 2.1 | 20 | 28 | 6.4 | -0.1 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2.1 | 18 | 30 | 9.0 | +2.5 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 2.1 | 60 | -12 | 6.5 | +0.1 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 2.1 | 30 | 18 | 8.5 | +2.0 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 2.1 | 15 | 33 | 9.0 | +2.6 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 2.1 | 20 | 28 | 7.8 | +1.4 |
VTWV | Vanguard Russell 2000 Value ETF | 2.1 | 10 | 38 | 7.9 | +1.4 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 2.0 | 10 | 38 | 9.0 | +2.6 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 2.0 | 12 | 36 | 7.3 | +0.8 |
FSMD | Fidelity Small-Mid Multifactor ETF | 2.0 | 15 | 33 | 7.3 | +0.8 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 1.9 | 40 | 8 | 7.2 | +0.8 |
STXM | Strive Mid-Cap ETF | 1.9 | 18 | 30 | 6.4 | -0.1 |
IWN | iShares Russell 2000 Value ETF | 1.9 | 24 | 24 | 7.8 | +1.4 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 1.9 | 15 | 33 | 7.5 | +1.1 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.9 | 60 | -12 | 6.1 | -0.4 |
DTD | WisdomTree U.S. Total Dividend Fund | 1.9 | 28 | 20 | 6.4 | -0.1 |
MDY | SPDR S&P Midcap 400 ETF Trust | 1.9 | 24 | 24 | 7.3 | +0.9 |
VBK | Vanguard Small-Cap Growth ETF | 1.9 | 7 | 41 | 1.9 | -4.5 |
IJH | iShares Core S&P Mid-Cap ETF | 1.9 | 5 | 43 | 7.5 | +1.1 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 1.9 | 12 | 36 | 7.6 | +1.1 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 1.9 | 25 | 23 | 8.2 | +1.7 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 1.9 | 52 | -4 | 6.6 | +0.1 |
FDVV | Fidelity High Dividend ETF | 1.9 | 15 | 33 | 7.8 | +1.3 |
FDWM | Fidelity Women's Leadership ETF | 1.8 | 59 | -11 | 5.0 | -1.5 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 1.8 | 3 | 45 | 7.6 | +1.1 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 1.8 | 7 | 41 | 7.5 | +1.0 |
SCHM | Schwab U.S. Mid-Cap ETF | 1.8 | 4 | 44 | 6.8 | +0.4 |
RSMC | Rockefeller U.S. Small-Mid Cap ETF | 1.8 | 75 | -27 | 4.8 | -1.6 |
SDY | SPDR S&P Dividend ETF | 1.8 | 35 | 13 | 6.7 | +0.3 |
INCE | Franklin Income Equity Focus ETF | 1.8 | 29 | 19 | 5.5 | -1.0 |
GVUS | Marketbeta Russell 1000 Value Equity ETF | 1.8 | 12 | 36 | 6.6 | +0.2 |
CGDG | Capital Group Dividend Growers ETF | 1.7 | 47 | 1 | 6.2 | -0.2 |
AFLG | First Trust Active Factor Large Cap ETF | 1.7 | 55 | -7 | 6.2 | -0.2 |
PSC | Principal U.S. Small-Cap ETF | 1.7 | 38 | 10 | 7.0 | +0.5 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 1.7 | 24 | 24 | 7.9 | +1.5 |
NUDV | Nuveen ESG Dividend ETF | 1.7 | 26 | 22 | 7.7 | +1.3 |
SMDX | Intech S&P Small-Mid Cap Divers Alp ETF | 1.7 | 35 | 13 | 7.3 | +0.8 |
FMDE | Fidelity Enhanced Mid Cap ETF | 1.7 | 23 | 25 | 5.8 | -0.6 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.7 | 29 | 19 | 8.8 | +2.3 |
SCHV | Schwab U.S. Large-Cap Value ETF | 1.7 | 4 | 44 | 6.8 | +0.4 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 1.7 | 17 | 31 | 6.0 | -0.4 |
XMMO | Invesco S&P MidCap Momentum ETF | 1.6 | 34 | 14 | 5.7 | -0.8 |
FLRG | Fidelity U.S. Multifactor ETF | 1.6 | 15 | 33 | 7.0 | +0.6 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 1.6 | 39 | 9 | 6.1 | -0.3 |
NULV | Nuveen ESG Large-Cap Value ETF | 1.6 | 26 | 22 | 6.3 | -0.1 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 1.6 | 29 | 19 | 6.3 | -0.2 |
VONV | Vanguard Russell 1000 Value ETF | 1.6 | 7 | 41 | 6.7 | +0.2 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 1.6 | 10 | 38 | 6.0 | -0.4 |
VEGN | US Vegan Climate ETF | 1.6 | 60 | -12 | 4.5 | -2.0 |
SSPY | Syntax Stratified LargeCap ETF | 1.6 | 30 | 18 | 6.7 | +0.3 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 1.6 | 15 | 33 | 6.1 | -0.4 |
SHUS | Syntax Stratified U.S. Total Market Hedged ETF | 1.6 | 65 | -17 | 6.4 | +0.0 |
JAVA | JPMorgan Active Value ETF | 1.6 | 44 | 4 | 6.4 | -0.0 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.6 | 20 | 28 | 8.5 | +2.0 |
BDIV | AAM Brentview Dividend Growth ETF | 1.6 | 49 | -1 | 4.6 | -1.8 |
YOKE | Yoke Core ETF | 1.5 | 42 | 6 | 4.5 | -2.0 |
ICAP | InfraCap Equity Income Fund ETF | 1.5 | 171 | -123 | 6.6 | +0.2 |
QUVU | Hartford Quality Value ETF | 1.5 | 46 | 2 | 7.3 | +0.9 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.5 | 9 | 39 | 4.5 | -2.0 |
VB | Vanguard Small-Cap ETF | 1.5 | 5 | 43 | 6.2 | -0.2 |
SFYX | SoFi Next 500 ETF | 1.5 | 0 | 48 | 6.0 | -0.5 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 1.5 | 35 | 13 | 6.1 | -0.3 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 1.5 | 80 | -32 | 6.2 | -0.3 |
IWD | iShares Russell 1000 Value ETF | 1.5 | 19 | 29 | 6.5 | +0.1 |
FESM | Fidelity Enhanced Small Cap ETF | 1.5 | 28 | 20 | 7.8 | +1.3 |
NULC | Nuveen ESG Large-Cap ETF | 1.5 | 21 | 27 | 4.8 | -1.7 |
DEUS | Xtrackers Russell US Multifactor ETF | 1.5 | 17 | 31 | 7.1 | +0.7 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 1.5 | 56 | -8 | 6.4 | -0.1 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 1.5 | 25 | 23 | 8.0 | +1.6 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 1.5 | 10 | 38 | 4.4 | -2.0 |
CAML | Congress Large Cap Growth ETF | 1.5 | 66 | -18 | 3.3 | -3.2 |
DHS | WisdomTree U.S. High Dividend Fund | 1.4 | 38 | 10 | 8.2 | +1.7 |
DVND | Touchstone Dividend Select ETF | 1.4 | 67 | -19 | 5.7 | -0.7 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 1.4 | 10 | 38 | 4.4 | -2.0 |
BOUT | Innovator IBD Breakout Opportunities ETF | 1.4 | 81 | -33 | 3.3 | -3.1 |
FMKT | The Free Markets ETF | 1.4 | 76 | -28 | 1.9 | -4.5 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 1.4 | 9 | 39 | 5.0 | -1.5 |
FFSM | Fidelity Fundamental Small-Mid Cap ETF | 1.4 | 43 | 5 | 6.3 | -0.1 |
XSMO | Invesco S&P SmallCap Momentum ETF | 1.3 | 39 | 9 | 5.8 | -0.7 |
USXF | iShares ESG Advanced MSCI USA ETF | 1.3 | 10 | 38 | 4.6 | -1.9 |
IJS | iShares S&P Small-Cap 600 Value ETF | 1.3 | 18 | 30 | 10.2 | +3.8 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.3 | 18 | 30 | 5.8 | -0.6 |
VBR | Vanguard Small Cap Value ETF | 1.3 | 7 | 41 | 9.2 | +2.8 |
MTUM | iShares MSCI USA Momentum Factor ETF | 1.3 | 15 | 33 | 3.6 | -2.9 |
SMAP | Amplify Small-Mid Cap Equity ETF | 1.3 | 60 | -12 | 5.5 | -0.9 |
SPDG | SPDR Portfolio S&P Sector Neutral Dividend ETF | 1.3 | 5 | 43 | 8.1 | +1.7 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.3 | 40 | 8 | 7.5 | +1.1 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 1.3 | 10 | 38 | 10.3 | +3.9 |
VXF | Vanguard Extended Market ETF | 1.3 | 5 | 43 | 4.8 | -1.7 |
GURU | Global X Guru Index ETF | 1.3 | 75 | -27 | 3.4 | -3.0 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 1.2 | 15 | 33 | 10.3 | +3.8 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.2 | 12 | 36 | 8.3 | +1.9 |
STXV | Strive 1000 Value ETF | 1.2 | 18 | 30 | 8.2 | +1.8 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 1.2 | 4 | 44 | 6.1 | -0.3 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 1.2 | 12 | 36 | 7.5 | +1.1 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 1.2 | 15 | 33 | 6.8 | +0.4 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 1.2 | 50 | -2 | 8.4 | +2.0 |
GLBL | Pacer MSCI World Industry Advantage ETF | 1.2 | 65 | -17 | 4.2 | -2.2 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 1.2 | 35 | 13 | 9.9 | +3.5 |
IJR | iShares Core S&P Small Cap ETF | 1.1 | 6 | 42 | 7.9 | +1.4 |
REVS | Columbia Research Enhanced Value ETF | 1.1 | 19 | 29 | 7.8 | +1.3 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 1.1 | 39 | 9 | 12.3 | +5.8 |
FPX | First Trust US Equity Opportunities ETF | 1.1 | 61 | -13 | 1.0 | -5.5 |
VTV | Vanguard Value ETF | 1.1 | 4 | 44 | 7.0 | +0.6 |
QLC | FlexShares US Quality Large Cap Index Fund | 1.1 | 25 | 23 | 5.5 | -0.9 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 1.1 | 49 | -1 | 6.2 | -0.2 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 1.1 | 9 | 39 | 5.7 | -0.8 |
RSSL | Global X Russell 2000 ETF | 1.1 | 8 | 40 | 4.5 | -1.9 |
EGLE | Global X S&P 500 U.S. Revenue Leaders ETF | 1.1 | 19 | 29 | 5.2 | -1.2 |
IWM | iShares Russell 2000 ETF | 1.1 | 19 | 29 | 4.5 | -1.9 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.1 | 12 | 36 | 4.5 | -1.9 |
JQUA | JPMorgan U.S. Quality Factor ETF | 1.1 | 12 | 36 | 6.0 | -0.5 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 1.1 | 7 | 41 | 7.8 | +1.4 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 1.1 | 3 | 45 | 7.9 | +1.5 |
MDLV | Morgan Dempsey Large Cap Value ETF | 1.1 | 58 | -10 | 7.5 | +1.0 |
VTWO | Vanguard Russell 2000 ETF | 1.1 | 7 | 41 | 4.6 | -1.9 |
ISCV | iShares Morningstar Small Cap Value ETF | 1.1 | 6 | 42 | 9.4 | +3.0 |
CVLC | Calvert US Large-Cap Core Responsible Index ETF | 1.1 | 15 | 33 | 5.0 | -1.5 |
STXK | Strive Small-Cap ETF | 1.1 | 18 | 30 | 6.2 | -0.3 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 1.1 | 39 | 9 | 6.6 | +0.1 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.0 | 7 | 41 | 6.2 | -0.3 |
XMAG | Defiance Large Cap ex-Mag 7 ETF | 1.0 | 35 | 13 | 5.2 | -1.3 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.0 | 15 | 33 | 8.0 | +1.6 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 1.0 | 70 | -22 | 4.8 | -1.6 |
JHML | John Hancock Multifactor Large Cap ETF | 1.0 | 29 | 19 | 5.4 | -1.0 |
LVOL | American Century Low Volatility ETF | 1.0 | 29 | 19 | 4.8 | -1.6 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 1.0 | 18 | 30 | 5.6 | -0.8 |
DIVB | iShares Core Dividend ETF | 1.0 | 5 | 43 | 7.7 | +1.3 |
ISCB | iShares Morningstar Small-Cap ETF | 1.0 | 4 | 44 | 6.2 | -0.3 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.0 | 12 | 36 | 4.6 | -1.8 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 1.0 | 55 | -7 | 4.8 | -1.6 |
HLGE | Hartford Longevity Economy ETF | 1.0 | 44 | 4 | 6.6 | +0.2 |
SMMD | iShares Russell 2500 ETF | 1.0 | 15 | 33 | 6.4 | -0.1 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 0.9 | 50 | -2 | 7.4 | +1.0 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 0.9 | 15 | 33 | 5.6 | -0.8 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 0.9 | 10 | 38 | 5.7 | -0.7 |
JOET | Virtus Terranova US Quality Momentum ETF | 0.9 | 29 | 19 | 4.7 | -1.7 |
FDFF | Fidelity Disruptive Finance ETF | 0.9 | 50 | -2 | 4.0 | -2.5 |
AFSM | First Trust Active Factor Small Cap ETF | 0.9 | 75 | -27 | 7.8 | +1.4 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.9 | 9 | 39 | 4.8 | -1.6 |
OSCV | Opus Small Cap Value ETF | 0.9 | 79 | -31 | 6.7 | +0.3 |
IUSV | iShares Core S&P US Value ETF | 0.9 | 4 | 44 | 6.6 | +0.1 |
FQAL | Fidelity Quality Factor ETF | 0.9 | 15 | 33 | 5.7 | -0.7 |
NUSC | Nuveen ESG Small-Cap ETF | 0.9 | 31 | 17 | 5.5 | -0.9 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 0.9 | 75 | -27 | 5.4 | -1.1 |
FDMO | Fidelity Momentum Factor ETF | 0.9 | 15 | 33 | 3.8 | -2.7 |
FEGE | First Eagle Global Equity ETF | 0.9 | 79 | -31 | 7.1 | +0.6 |
PRF | Invesco FTSE RAFI US 1000 ETF | 0.9 | 39 | 9 | 6.9 | +0.5 |
SCHA | Schwab U.S. Small-Cap ETF | 0.9 | 4 | 44 | 6.2 | -0.2 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.9 | 29 | 19 | 6.5 | +0.1 |
SNPE | Xtrackers S&P 500 ESG ETF | 0.9 | 10 | 38 | 5.1 | -1.3 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.9 | 6 | 42 | 2.9 | -3.5 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.9 | 20 | 28 | 7.1 | +0.7 |
ILCG | iShares Morningstar Growth ETF | 0.9 | 4 | 44 | 3.7 | -2.7 |
FELV | Fidelity Enhanced Large Cap Value ETF | 0.9 | 18 | 30 | 6.9 | +0.4 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 0.9 | 17 | 31 | 5.9 | -0.5 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.9 | 9 | 39 | 5.3 | -1.2 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.8 | 60 | -12 | 6.3 | -0.1 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.8 | 9 | 39 | 4.7 | -1.7 |
DSPY | Tema S&P 500 Historical Weight ETF | 0.8 | 18 | 30 | 5.2 | -1.2 |
IVE | iShares S&P 500 Value ETF | 0.8 | 18 | 30 | 6.3 | -0.2 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 0.8 | 4 | 44 | 6.4 | -0.0 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.8 | 11 | 37 | 5.0 | -1.5 |
VOOV | Vanguard S&P 500 Value ETF | 0.8 | 7 | 41 | 6.4 | -0.0 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.8 | 12 | 36 | 5.2 | -1.2 |
BGIG | Bahl & Gaynor Income Growth ETF | 0.8 | 45 | 3 | 5.4 | -1.0 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.8 | 2 | 46 | 5.0 | -1.4 |
HDUS | Hartford Disciplined US Equity ETF | 0.8 | 19 | 29 | 5.8 | -0.6 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.8 | 11 | 37 | 5.1 | -1.3 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.8 | 20 | 28 | 6.0 | -0.5 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.8 | 29 | 19 | 7.3 | +0.9 |
SPMO | Invesco S&P 500 Momentum ETF | 0.8 | 13 | 35 | 3.6 | -2.8 |
KLMN | Invesco MSCI North America Climate ETF | 0.8 | 9 | 39 | 5.1 | -1.3 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 0.8 | 32 | 16 | 5.0 | -1.4 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 0.8 | 59 | -11 | 9.2 | +2.8 |
SFY | SoFi Select 500 ETF | 0.8 | 0 | 48 | 4.5 | -2.0 |
IWV | iShares Russell 3000 ETF | 0.8 | 20 | 28 | 4.8 | -1.6 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.8 | 12 | 36 | 7.6 | +1.2 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 0.8 | 9 | 39 | 4.9 | -1.6 |
VTI | Vanguard Total Stock Market ETF | 0.8 | 3 | 45 | 4.9 | -1.5 |
APUE | ActivePassive U.S. Equity ETF | 0.8 | 45 | 3 | 4.7 | -1.7 |
PRAY | FIS Christian Stock Fund | 0.8 | 69 | -21 | 5.1 | -1.4 |
VTHR | Vanguard Russell 3000 ETF | 0.8 | 7 | 41 | 4.9 | -1.5 |
IWB | iShares Russell 1000 ETF | 0.8 | 15 | 33 | 4.9 | -1.5 |
IWX | iShares Russell Top 200 Value ETF | 0.8 | 20 | 28 | 6.4 | -0.1 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.8 | 70 | -22 | 3.0 | -3.4 |
SCHB | Schwab U.S. Broad Market ETF | 0.8 | 3 | 45 | 5.1 | -1.4 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.8 | 0 | 48 | 5.0 | -1.5 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.8 | 15 | 33 | 4.7 | -1.7 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.7 | 3 | 45 | 5.0 | -1.5 |
XVV | iShares ESG Screened S&P 500 ETF | 0.7 | 8 | 40 | 4.9 | -1.6 |
VONE | Vanguard Russell 1000 ETF | 0.7 | 7 | 41 | 5.0 | -1.4 |
SCHX | Schwab U.S. Large-Cap ETF | 0.7 | 3 | 45 | 5.0 | -1.4 |
PBUS | Invesco MSCI USA ETF | 0.7 | 4 | 44 | 4.9 | -1.5 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.7 | 15 | 33 | 5.5 | -1.0 |
EES | WisdomTree U.S. SmallCap Fund | 0.7 | 38 | 10 | 9.2 | +2.8 |
IYY | iShares Dow Jones U.S. ETF | 0.7 | 20 | 28 | 4.8 | -1.6 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.7 | 3 | 45 | 5.2 | -1.2 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.7 | 65 | -17 | 9.0 | +2.6 |
SCHK | Schwab 1000 Index ETF | 0.7 | 5 | 43 | 5.1 | -1.4 |
YALL | God Bless America ETF | 0.7 | 65 | -17 | 3.6 | -2.8 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.7 | 3 | 45 | 5.0 | -1.5 |
DSI | iShares MSCI KLD 400 Social ETF | 0.7 | 25 | 23 | 4.9 | -1.6 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.7 | 7 | 41 | 4.9 | -1.6 |
VOTE | TCW Transform 500 ETF | 0.7 | 5 | 43 | 4.9 | -1.5 |
ADME | Aptus Drawdown Managed Equity ETF | 0.7 | 79 | -31 | 4.2 | -2.2 |
PRXV | Praxis Impact Large Cap Value ETF | 0.7 | 36 | 12 | 6.6 | +0.2 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.7 | 20 | 28 | 4.8 | -1.7 |
IVV | iShares Core S&P 500 ETF | 0.7 | 3 | 45 | 5.0 | -1.4 |
SPLG | SPDR Portfolio S&P 500 ETF | 0.7 | 2 | 46 | 5.0 | -1.4 |
SPY | SPDR S&P 500 ETF Trust | 0.7 | 9 | 39 | 5.0 | -1.5 |
QUAL | iShares MSCI USA Quality Factor ETF | 0.7 | 15 | 33 | 5.3 | -1.1 |
VOO | Vanguard S&P 500 ETF | 0.7 | 3 | 45 | 5.0 | -1.4 |
VV | Vanguard Large-Cap ETF | 0.7 | 4 | 44 | 4.9 | -1.5 |
LOWV | AB US Low Volatility Equity ETF | 0.7 | 48 | 0 | 5.2 | -1.3 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.7 | 25 | 23 | 5.8 | -0.6 |
FDLO | Fidelity Low Volatility Factor ETF | 0.7 | 15 | 33 | 5.4 | -1.0 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 0.7 | 59 | -11 | 6.0 | -0.4 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.7 | 29 | 19 | 4.8 | -1.6 |
STRV | Strive 500 ETF | 0.6 | 5 | 43 | 4.9 | -1.6 |
JHDV | John Hancock U.S. High Dividend ETF | 0.6 | 34 | 14 | 6.6 | +0.2 |
WLDR | Affinity World Leaders Equity ETF | 0.6 | 67 | -19 | 7.7 | +1.3 |
SHE | SPDR MSCI USA Gender Diversity ETF | 0.6 | 20 | 28 | 5.0 | -1.4 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.6 | 9 | 39 | 5.3 | -1.2 |
TOV | JLens 500 Jewish Advocacy U.S. ETF | 0.6 | 18 | 30 | 4.7 | -1.7 |
GSPY | Gotham Enhanced 500 ETF | 0.6 | 50 | -2 | 5.4 | -1.1 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 0.6 | 39 | 9 | 8.4 | +1.9 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 0.6 | 25 | 23 | 7.3 | +0.9 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.6 | 4 | 44 | 4.2 | -2.2 |
FCFY | First Trust S&P 500 Diversified Free Cash Flow ETF | 0.6 | 60 | -12 | 9.9 | +3.5 |
TMAT | Main Thematic Innovation ETF | 0.6 | 164 | -116 | -1.4 | -7.8 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 0.6 | 15 | 33 | 6.3 | -0.1 |
HKND | Humankind US Stock ETF | 0.6 | 11 | 37 | 7.4 | +0.9 |
USCL | iShares Climate Conscious & Transition MSCI USA ETF | 0.6 | 8 | 40 | 5.1 | -1.4 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.6 | 64 | -16 | 2.3 | -4.1 |
USMV | iShares MSCI USA Min Vol Factor ETF | 0.6 | 15 | 33 | 5.7 | -0.7 |
TOK | iShares MSCI Kokusai ETF | 0.6 | 26 | 22 | 5.1 | -1.3 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.6 | 7 | 41 | 5.1 | -1.4 |
HELX | Franklin Genomic Advancements ETF | 0.6 | 50 | -2 | -0.3 | -6.7 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.6 | 60 | -12 | 5.2 | -1.3 |
STXG | Strive 1000 Growth ETF | 0.6 | 18 | 30 | 3.9 | -2.5 |
ILCV | iShares Morningstar Value ETF | 0.5 | 4 | 44 | 6.7 | +0.3 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 0.5 | 18 | 30 | 6.8 | +0.4 |
IVW | iShares S&P 500 Growth ETF | 0.5 | 18 | 30 | 4.0 | -2.5 |
KLMT | Invesco MSCI Global Climate 500 ETF | 0.5 | 10 | 38 | 5.9 | -0.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.5 | 4 | 44 | 4.1 | -2.3 |
VOOG | Vanguard S&P 500 Growth ETF | 0.5 | 7 | 41 | 4.1 | -2.3 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 0.5 | 25 | 23 | 7.2 | +0.8 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.5 | 59 | -11 | 2.8 | -3.7 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.5 | 13 | 35 | 5.8 | -0.7 |
URTH | iShares MSCI World ETF | 0.5 | 24 | 24 | 5.2 | -1.2 |
RVRB | Reverb ETF | 0.5 | 30 | 18 | 4.6 | -1.8 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.5 | 45 | 3 | 4.5 | -2.0 |
FSST | Fidelity Sustainable U.S. Equity ETF | 0.5 | 59 | -11 | 4.3 | -2.2 |
NIXT | Research Affiliates Deletions ETF | 0.5 | 9 | 39 | 8.8 | +2.4 |
RPV | Invesco S&P 500 Pure Value ETF | 0.5 | 35 | 13 | 10.8 | +4.4 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 0.5 | 30 | 18 | 13.3 | +6.8 |
ACVF | American Conservative Values ETF | 0.5 | 75 | -27 | 4.3 | -2.1 |
HLAL | Wahed FTSE USA Shariah ETF | 0.5 | 50 | -2 | 4.9 | -1.5 |
ACWI | iShares MSCI ACWI ETF | 0.5 | 32 | 16 | 5.7 | -0.8 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.5 | 20 | 28 | 5.1 | -1.3 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.5 | 9 | 39 | 5.9 | -0.6 |
VT | Vanguard Total World Stock ETF | 0.5 | 6 | 42 | 6.0 | -0.5 |
IWC | iShares Micro-Cap ETF | 0.5 | 60 | -12 | -0.6 | -7.1 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.5 | 42 | 6 | 5.5 | -1.0 |
ROSC | Hartford Multifactor Small Cap ETF | 0.5 | 34 | 14 | 9.9 | +3.5 |
ROUS | Hartford Multifactor US Equity ETF | 0.5 | 19 | 29 | 7.3 | +0.8 |
LRGF | iShares U.S. Equity Factor ETF | 0.4 | 8 | 40 | 5.6 | -0.9 |
RECS | Columbia Research Enhanced Core ETF | 0.4 | 15 | 33 | 5.8 | -0.6 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.4 | 15 | 33 | 5.8 | -0.7 |
FDRR | Fidelity Dividend ETF for Rising Rates | 0.4 | 15 | 33 | 7.2 | +0.8 |
VLUE | iShares MSCI USA Value Factor ETF | 0.4 | 15 | 33 | 9.9 | +3.5 |
USMF | WisdomTree U.S. Multifactor Fund | 0.4 | 28 | 20 | 7.0 | +0.5 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 0.4 | 10 | 38 | 5.0 | -1.4 |
SUSL | iShares ESG MSCI USA Leaders ETF | 0.4 | 10 | 38 | 5.0 | -1.5 |
VUG | Vanguard Growth ETF | 0.4 | 4 | 44 | 4.0 | -2.4 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.4 | 29 | 19 | 4.5 | -2.0 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 0.4 | 89 | -41 | 10.1 | +3.7 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.4 | 71 | -23 | 0.5 | -5.9 |
WDIV | SPDR S&P Global Dividend ETF | 0.4 | 40 | 8 | 9.6 | +3.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.4 | 67 | -19 | 10.3 | +3.8 |
PRXG | Praxis Impact Large Cap Growth ETF | 0.4 | 36 | 12 | 4.1 | -2.4 |
PFM | Invesco Dividend Achievers ETF | 0.4 | 53 | -5 | 5.3 | -1.1 |
EPS | WisdomTree U.S. LargeCap Fund | 0.4 | 8 | 40 | 5.8 | -0.6 |
FBCG | Fidelity Blue Chip Growth ETF | 0.4 | 59 | -11 | 2.9 | -3.6 |
JVAL | JPMorgan U.S. Value Factor ETF | 0.4 | 12 | 36 | 8.4 | +1.9 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.4 | 20 | 28 | 5.8 | -0.7 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.4 | 49 | -1 | 4.9 | -1.6 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.3 | 65 | -17 | 3.5 | -3.0 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 0.3 | 36 | 12 | 4.9 | -1.6 |
IWL | iShares Russell Top 200 ETF | 0.3 | 15 | 33 | 4.7 | -1.8 |
JEPI | JPMorgan Equity Premium Income ETF | 0.3 | 35 | 13 | 5.5 | -0.9 |
EZM | WisdomTree U.S. MidCap Fund | 0.3 | 38 | 10 | 9.3 | +2.9 |
ESGU | iShares ESG Aware MSCI USA ETF | 0.3 | 15 | 33 | 4.9 | -1.5 |
OPTZ | Optimize Strategy Index ETF | 0.3 | 50 | -2 | 5.0 | -1.5 |
SUSA | iShares MSCI USA ESG Select ETF | 0.3 | 25 | 23 | 4.9 | -1.6 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 0.3 | 38 | 10 | 4.6 | -1.8 |
IWO | iShares Russell 2000 Growth ETF | 0.3 | 24 | 24 | 1.4 | -5.0 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.3 | 62 | -14 | 3.5 | -2.9 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.3 | 30 | 18 | 8.3 | +1.8 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.3 | 39 | 9 | 9.6 | +3.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.3 | 19 | 29 | 6.5 | +0.0 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.3 | 60 | -12 | 7.7 | +1.3 |
LGDX | Intech S&P Large Cap Diversified Alpha ETF | 0.3 | 25 | 23 | 5.4 | -1.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.3 | 25 | 23 | 6.0 | -0.5 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.3 | 30 | 18 | 6.1 | -0.3 |
MGK | Vanguard Mega Cap Growth ETF | 0.3 | 7 | 41 | 4.1 | -2.4 |
MGV | Vanguard Mega Cap Value ETF | 0.3 | 7 | 41 | 6.7 | +0.3 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.3 | 20 | 28 | 6.0 | -0.5 |
RWL | Invesco S&P 500 Revenue ETF | 0.2 | 39 | 9 | 6.8 | +0.4 |
STXD | Strive 1000 Dividend Growth ETF | 0.2 | 35 | 13 | 4.9 | -1.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 0.2 | 14 | 34 | 5.0 | -1.5 |
JHSC | John Hancock Multifactor Small Cap ETF | 0.2 | 42 | 6 | 6.9 | +0.4 |
MGC | Vanguard Mega Cap ETF | 0.2 | 7 | 41 | 4.7 | -1.7 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.2 | 49 | -1 | 5.6 | -0.8 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 0.2 | 35 | 13 | 4.2 | -2.3 |
FVAL | Fidelity Value Factor ETF | 0.2 | 15 | 33 | 7.1 | +0.7 |
AIEQ | AI Powered Equity ETF | 0.2 | 75 | -27 | 3.8 | -2.7 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.2 | 39 | 9 | 9.7 | +3.3 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.2 | 30 | 18 | 6.8 | +0.4 |
FELC | Fidelity Enhanced Large Cap Core ETF | 0.2 | 18 | 30 | 5.3 | -1.1 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.1 | 75 | -27 | 4.1 | -2.4 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.1 | 23 | 25 | 3.4 | -3.0 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.1 | 10 | 38 | 1.5 | -4.9 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.1 | 61 | -13 | 6.4 | -0.0 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.1 | 35 | 13 | 6.5 | +0.1 |
QLV | FlexShares US Quality Low Volatility Index Fund | 0.1 | 22 | 26 | 5.7 | -0.7 |
SDIV | Global X Superdividend ETF | 0.1 | 58 | -10 | 39.8 | +33.4 |
GLOF | iShares Global Equity Factor ETF | 0.1 | 20 | 28 | 6.7 | +0.3 |
PKW | Invesco Buyback Achievers ETF | 0.1 | 62 | -14 | 7.4 | +1.0 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.1 | 27 | 21 | 8.9 | +2.5 |
IUS | Invesco RAFI Strategic US ETF | 0.1 | 19 | 29 | 6.8 | +0.4 |
LQPE | PEO AlphaQuest Thematic PE ETF | 0.1 | 125 | -77 | 5.5 | -0.9 |
RNIN | Bushido Capital US SMID Cap Equity ETF | 0.1 | 70 | -22 | 5.0 | -1.4 |
GGUS | Marketbeta Russell 1000 Growth Equity ETF | 0.0 | 12 | 36 | 4.5 | -2.0 |
IWF | iShares Russell 1000 Growth ETF | 0.0 | 19 | 29 | 4.4 | -2.1 |
IWY | iShares Russell Top 200 Growth ETF | 0.0 | 20 | 28 | 4.5 | -1.9 |
VONG | Vanguard Russell 1000 Growth ETF | 0.0 | 7 | 41 | 4.5 | -1.9 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.0 | 21 | 27 | 3.8 | -2.7 |
IEDI | iShares U.S. Consumer Focused ETF | 0.0 | 18 | 30 | 5.3 | -1.1 |
EBI | Longview Advantage ETF | 0.0 | 35 | 13 | 6.7 | +0.3 |
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 ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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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: |
iShares Residential and Multisector Real Estate ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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