iShares Top 20 U.S. Stocks ETF
ALTAR
Score™		 4.7% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.7x P/Sales
ratio		 4.7x
P/BV
ratio		 6.7x Div.
yield		 0.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares Top 20 U.S. Stocks ETF seeks to track the investment results of an index composed of the 20 largest U.S. companies by market capitalization within the S&P 500 Index.

FUND BASICS
Category US Equities
Fund Sponsor iShares
Website www.ishares.com/us/products/339779/ishares-top-20-u-s-stocks-etf
Inception date Oct 24, 2024
Assets (mns) $171
Currency USD
Expense ratio 20 bp
Distributions

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 21
Wgt avg mkt cap (mns) $1,793,900
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
APPLE INC 14.6 %
NVIDIA CORP 13.5 %
MICROSOFT CORP 13.1 %
BERKSHIRE HATHAWAY INC-CL B 5.5 %
BROADCOM INC. 5.3 %
META PLATFORMS INC 4.8 %
AMAZON.COM INC 4.3 %
JPMORGAN CHASE & CO 4.0 %
ELI LILLY & CO 3.9 %
VISA INC. CLASS A 3.5 %
Total 72.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 01)
Year-to-date 1 year 5 years 10 years Since Incep.
-- -- -- -- 0.0%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $24.12
30d moving avg. $24.97
Annualized volatility 0.0%
Short interest (ETF) 0.4%
Relative strength (RSI) 41

Liquidity measures
Avg. volume (thou.) 296
Turnover 4.2%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $115,585

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 722 potential alternatives to the iShares Top 20 U.S. Stocks ETF ETF based on the alternatives' overlap in portfolio holdings with TOPT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: TOPT Expense: 20 bp ALTAR Score™: 4.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH TOPT
Ticker Fund
Name		 Overlap1
vs TOPT
(%)		 Expense
ratio
(bp)		 Savings
vs TOPT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs TOPT
(%)
XLG Invesco S&P 500 Top 50 ETF 74.3 20 0 5.1 +0.4
USMC Principal U.S. Mega-Cap ETF 70.1 12 8 5.0 +0.3
IWY iShares Russell Top 200 Growth ETF 67.7 20 0 4.9 +0.2
MGK Vanguard Mega Cap Growth ETF 66.4 7 13 4.5 -0.2
TMFC Motley Fool 100 Index ETF 64.4 50 -30 4.1 -0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 63.9 18 2 4.5 -0.2
OEF iShares S&P 100 ETF 63.0 20 0 5.1 +0.4
IWF iShares Russell 1000 Growth ETF 62.0 19 1 4.8 +0.1
VONG Vanguard Russell 1000 Growth ETF 62.0 8 12 4.9 +0.2
VUG Vanguard Growth ETF 61.5 4 16 4.3 -0.4
FELG Fidelity Enhanced Large Cap Growth ETF 61.5 18 2 5.2 +0.5
SCHG Schwab U.S. Large-Cap Growth ETF 60.7 4 16 4.4 -0.3
QTOP iShares Nasdaq Top 30 Stocks ETF 60.0 20 0 4.8 +0.1
IVW iShares S&P 500 Growth ETF 59.9 18 2 4.5 -0.2
VOOG Vanguard S&P 500 Growth ETF 59.9 10 10 4.6 -0.1
SPYG SPDR Portfolio S&P 500 Growth ETF 59.8 4 16 4.7 -0.0
QGRW WisdomTree U.S. Quality Growth Fund 59.0 28 -8 4.7 +0.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 58.0 12 8 4.8 +0.2
IUSG iShares Core S&P U.S. Growth ETF 57.3 4 16 4.7 +0.0
BGRO iShares Large Cap Growth Active ETF 57.1 55 -35 3.3 -1.4
ILCG iShares Morningstar Growth ETF 55.4 4 16 4.1 -0.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 55.1 45 -25 4.9 +0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 54.7 30 -10 5.0 +0.3
IOO iShares Global 100 ETF 54.6 41 -21 5.4 +0.7
MGC Vanguard Mega Cap ETF 53.6 7 13 5.1 +0.5
IYW iShares U.S. Technology ETF 53.4 40 -20 4.6 -0.1
ONEQ Fidelity Nasdaq Composite Index ETF 52.9 21 -1 4.3 -0.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 52.6 15 5 6.4 +1.7
STXG Strive 1000 Growth ETF 52.6 18 2 4.2 -0.5
IWL iShares Russell Top 200 ETF 52.5 15 5 5.1 +0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 52.1 12 8 4.5 -0.2
SNPG Xtrackers S&P 500 Growth ESG ETF 51.9 15 5 4.5 -0.2
QQMG Invesco ESG NASDAQ 100 ETF 51.7 20 0 4.6 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 50.1 29 -9 4.8 +0.1
QQQ Invesco QQQ Trust Series I 49.6 20 0 4.6 -0.1
FFOG Franklin Focused Growth ETF 49.5 61 -41 2.8 -1.9
QQQM Invesco NASDAQ 100 ETF 48.9 15 5 4.6 -0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 48.5 9 11 4.4 -0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 48.1 75 -55 3.7 -1.0
SNPE Xtrackers S&P 500 ESG ETF 48.1 10 10 5.4 +0.7
XVV iShares ESG Screened S&P 500 ETF 48.1 8 12 5.1 +0.5
FELC Fidelity Enhanced Large Cap Core ETF 48.1 18 2 5.6 +0.9
FBCG Fidelity Blue Chip Growth ETF 47.6 59 -39 3.4 -1.3
MODL VictoryShares WestEnd U.S. Sector ETF 47.4 42 -22 5.0 +0.3
SPXN ProShares S&P 500 Ex-Financials ETF 47.3 9 11 5.0 +0.3
SFY SoFi Select 500 ETF 47.2 0 20 4.8 +0.1
RND First Trust Bloomberg R&D Leaders ETF 46.8 60 -40 3.0 -1.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 46.3 10 10 3.3 -1.4
JGRO JPMorgan Active Growth ETF 46.1 44 -24 3.9 -0.8
SPXE ProShares S&P 500 Ex-Energy ETF 46.1 9 11 4.7 +0.0
GQQQ Astoria US Quality Growth Kings ETF 45.9 35 -15 5.6 +0.9
FDMO Fidelity Momentum Factor ETF 45.8 15 5 4.1 -0.6
XLK Technology Select Sector SPDR Fund 45.7 8 12 5.3 +0.6
VGT Vanguard Information Technology ETF 45.6 10 10 4.7 -0.0
FTEC Fidelity MSCI Information Technology Index ETF 45.6 8 12 4.7 0.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 45.6 20 0 5.0 +0.4
IVV iShares Core S&P 500 ETF 45.5 3 17 5.3 +0.6
VOO Vanguard S&P 500 ETF 45.5 3 17 5.3 +0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 45.4 10 10 4.2 -0.5
SPLG SPDR Portfolio S&P 500 ETF 45.4 2 18 5.3 +0.7
SPY SPDR S&P 500 ETF Trust 45.4 9 11 5.2 +0.5
VV Vanguard Large-Cap ETF 45.1 4 16 5.2 +0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 45.1 7 13 5.2 +0.5
VSLU Applied Finance Valuation Large Cap ETF 45.0 49 -29 5.9 +1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 44.9 32 -12 5.2 +0.5
SFYF SoFi Social 50 ETF 44.6 29 -9 0.0 -4.7
VOTE TCW Transform 500 ETF 44.6 5 15 5.2 +0.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 44.5 8 12 5.3 +0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 44.5 7 13 5.2 +0.6
STRV Strive 500 ETF 44.4 5 15 5.2 +0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 44.4 0 20 5.3 +0.6
PBUS Invesco MSCI USA ETF 44.4 4 16 5.2 +0.5
ADME Aptus Drawdown Managed Equity ETF 44.3 79 -59 4.3 -0.4
CGUS Capital Group Core Equity ETF 44.1 33 -13 4.6 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 44.0 20 0 5.3 +0.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 44.0 2 18 5.3 +0.6
ESGV Vanguard ESG U.S. Stock ETF 44.0 9 11 5.0 +0.3
ILCB iShares Morningstar U.S. Equity ETF 43.7 3 17 5.2 +0.6
HLAL Wahed FTSE USA Shariah ETF 43.7 50 -30 5.2 +0.5
GK AdvisorShares Gerber Kawasaki ETF 43.4 75 -55 2.9 -1.8
JPEF JPMorgan Equity Focus ETF 43.1 50 -30 4.5 -0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 42.9 19 1 6.5 +1.8
SCHX Schwab U.S. Large-Cap ETF 42.6 3 17 5.3 +0.7
LRGE ClearBridge Large Cap Growth ESG ETF 42.6 59 -39 4.0 -0.7
INRO iShares U.S. Industry Rotation Active ETF 42.4 42 -22 4.1 -0.6
LRGC AB US Large Cap Strategic Equities ETF 42.4 48 -28 4.8 +0.1
RVRB Reverb ETF 42.3 30 -10 3.7 -1.0
GLBL Pacer MSCI World Industry Advantage ETF 42.3 65 -45 5.0 +0.3
QUAL iShares MSCI USA Quality Factor ETF 42.1 15 5 5.3 +0.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 42.0 49 -29 4.3 -0.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 41.9 50 -30 4.3 -0.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 41.9 3 17 5.5 +0.8
IYY iShares Dow Jones U.S. ETF 41.7 20 0 5.1 +0.4
SPMO Invesco S&P 500 Momentum ETF 41.6 13 7 4.2 -0.5
SCHK Schwab 1000 Index ETF 41.5 5 15 5.3 +0.7
KLMN Invesco MSCI North America Climate ETF 41.5 9 11 5.3 +0.6
IWB iShares Russell 1000 ETF 41.5 15 5 5.2 +0.5
GSPY Gotham Enhanced 500 ETF 41.5 50 -30 5.5 +0.8
IGM iShares Expanded Tech Sector ETF 41.4 41 -21 4.6 -0.1
DFUS Dimensional U.S. Equity ETF 41.4 9 11 5.3 +0.6
VONE Vanguard Russell 1000 ETF 41.4 8 12 5.3 +0.6
CATH Global X S&P 500 Catholic Values Custom ETF 41.3 29 -9 5.1 +0.4
FLQL Franklin LibertyQ U.S. Equity ETF 41.3 15 5 5.7 +1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 41.3 11 9 5.4 +0.7
LCF Touchstone US Large Cap Focused ETF 41.2 69 -49 4.6 -0.1
IXN iShares Global Tech ETF 41.2 41 -21 4.5 -0.2
RECS Columbia Research Enhanced Core ETF 41.2 15 5 6.2 +1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 41.2 10 10 5.4 +0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 41.2 11 9 5.2 +0.5
APUE ActivePassive U.S. Equity ETF 40.8 45 -25 4.9 +0.2
ESGU iShares ESG Aware MSCI USA ETF 40.6 15 5 5.1 +0.4
SDEP SFP Core Equity Strategy 40.5 10 10 2.8 -1.9
BKWO BNY Mellon Women's Opportunities ETF 40.4 50 -30 4.0 -0.7
NULG Nuveen ESG Large-Cap Growth ETF 40.1 26 -6 3.7 -1.0
VTI Vanguard Total Stock Market ETF 40.0 3 17 5.2 +0.5
GGRW Gabelli Growth Innovators ETF 40.0 90 -70 2.6 -2.1
SCHB Schwab U.S. Broad Market ETF 39.9 3 17 5.3 +0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 39.9 3 17 5.2 +0.5
NANC Unusual Whales Subversive Democratic Trading ETF 39.9 75 -55 4.2 -0.5
IWV iShares Russell 3000 ETF 39.6 20 0 5.0 +0.4
FVAL Fidelity Value Factor ETF 39.6 15 5 7.3 +2.6
VTHR Vanguard Russell 3000 ETF 39.6 10 10 5.2 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 39.5 14 6 5.2 +0.5
LRGF iShares U.S. Equity Factor ETF 39.3 8 12 5.8 +1.1
THRO iShares U.S. Thematic Rotation Active ETF 39.3 90 -70 4.4 -0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 39.2 9 11 5.6 +0.9
SUSL iShares ESG MSCI USA Leaders ETF 39.0 10 10 5.3 +0.6
DFAU Dimensional US Core Equity Market ETF 38.9 12 8 5.5 +0.8
NACP Impact Shares NAACP Minority Empowerment ETF 38.9 49 -29 4.9 +0.3
QLC FlexShares US Quality Large Cap Index Fund 38.8 25 -5 5.9 +1.2
EPS WisdomTree U.S. LargeCap Fund 38.7 8 12 6.1 +1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 38.7 15 5 4.3 -0.4
LGRO Level Four Large Cap Growth Active ETF 38.6 55 -35 4.1 -0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 38.6 9 11 5.0 +0.3
CGGR Capital Group Growth ETF 38.5 39 -19 3.7 -1.0
FQAL Fidelity Quality Factor ETF 38.4 15 5 5.9 +1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 38.2 10 10 5.3 +0.6
HAPI Harbor Human Capital Factor US Large Cap ETF 38.1 36 -16 5.1 +0.5
FFLC Fidelity Fundamental Large Cap Core ETF 38.1 38 -18 4.9 +0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 38.1 65 -45 4.0 -0.7
FDG American Century Focused Dynamic Growth ETF 37.8 45 -25 2.4 -2.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 37.8 15 5 5.1 +0.4
DGRW WisdomTree US Quality Dividend Growth Fund 37.3 28 -8 5.7 +1.0
OALC OneAscent Large Cap Core ETF 37.1 86 -66 4.6 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 36.4 15 5 7.6 +2.9
PWB Invesco Large Cap Growth ETF 36.3 56 -36 3.2 -1.5
DSI iShares MSCI KLD 400 Social ETF 36.2 25 -5 5.2 +0.5
CAML Congress Large Cap Growth ETF 36.2 66 -46 3.4 -1.3
FSST Fidelity Sustainable U.S. Equity ETF 35.8 59 -39 4.4 -0.3
LVOL American Century Low Volatility ETF 35.8 29 -9 4.4 -0.3
FDLO Fidelity Low Volatility Factor ETF 35.8 15 5 5.4 +0.7
IETC iShares U.S. Tech Independence Focused ETF 35.4 18 2 4.7 -0.0
MBCC Monarch Blue Chips Core ETF 35.4 125 -105 3.5 -1.2
VIG Vanguard Dividend Appreciation ETF 35.3 6 14 6.0 +1.3
DANA Dana Unconstrained Equity ETF 35.3 50 -30 2.8 -1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 34.7 52 -32 6.5 +1.8
DCOR Dimensional US Core Equity 1 ETF 34.4 14 6 5.8 +1.2
QLV FlexShares US Quality Low Volatility Index Fund 34.4 22 -2 5.8 +1.1
ACSI American Customer Satisfaction ETF 34.0 65 -45 5.2 +0.6
FLRG Fidelity U.S. Multifactor ETF 34.0 15 5 7.1 +2.4
AOTG AOT Growth and Innovation ETF 33.9 75 -55 2.4 -2.3
VNSE Natixis Vaughan Nelson Select ETF 33.8 80 -60 5.3 +0.7
DFSU Dimensional US Sustainability Core 1 ETF 33.8 18 2 5.8 +1.1
LOWV AB US Low Volatility Equity ETF 33.7 48 -28 5.3 +0.6
XPND First Trust Expanded Technology ETF 33.4 65 -45 4.3 -0.4
DARP Grizzle Growth ETF 33.2 75 -55 4.7 +0.1
STXD Strive 1000 Dividend Growth ETF 33.1 35 -15 5.0 +0.3
QLTY GMO U.S. Quality ETF 33.0 50 -30 5.0 +0.3
SPXT ProShares S&P 500 Ex-Technology ETF 33.0 9 11 5.6 +0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 33.0 9 11 5.5 +0.8
TOK iShares MSCI Kokusai ETF 33.0 26 -6 5.2 +0.5
HDUS Hartford Disciplined US Equity ETF 32.9 19 1 5.9 +1.2
BLCR iShares Large Cap Core Active ETF 32.9 36 -16 4.3 -0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 32.5 42 -22 5.4 +0.7
VUSE Vident U.S. Equity Strategy ETF 32.4 50 -30 4.8 +0.2
RFFC ALPS Active Equity Opportunity ETF 32.4 48 -28 4.5 -0.1
AVUS Avantis U.S. Equity ETF 32.2 15 5 6.3 +1.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 32.1 15 5 7.3 +2.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 31.6 60 -40 4.7 -0.0
MTUM iShares MSCI USA Momentum Factor ETF 31.6 15 5 3.9 -0.8
ZECP Zacks Earnings Consistent Portfolio ETF 31.5 55 -35 4.9 +0.2
DUHP Dimensional US High Profitability ETF 31.4 21 -1 6.6 +1.9
PFM Invesco Dividend Achievers ETF 31.4 53 -33 5.3 +0.6
AVSU Avantis Responsible U.S. Equity ETF 31.2 15 5 6.4 +1.7
URTH iShares MSCI World ETF 31.2 24 -4 5.5 +0.8
USSE Segall Bryant & Hamill Select Equity ETF 31.1 65 -45 4.4 -0.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 31.0 25 -5 5.9 +1.2
DFVX Dimensional US Large Cap Vector ETF 31.0 22 -2 6.6 +1.9
QDF FlexShares Quality Dividend Index Fund 31.0 37 -17 6.2 +1.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 31.0 40 -20 4.0 -0.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 30.9 56 -36 6.3 +1.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 30.8 35 -15 6.1 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 30.6 17 3 6.0 +1.3
KRMA Global X Conscious Companies ETF 30.5 43 -23 6.1 +1.4
PSET Principal Quality ETF 30.1 15 5 5.7 +1.0
CHAT Roundhill Generative AI & Technology ETF 30.1 75 -55 14.8 +10.1
QDEF FlexShares Quality Dividend Defensive Index Fund 29.9 37 -17 5.9 +1.2
SUSA iShares MSCI USA ESG Select ETF 29.8 25 -5 5.0 +0.3
SXQG ETC 6 Meridian Quality Growth ETF 29.8 100 -80 4.6 -0.1
IUS Invesco RAFI Strategic US ETF 29.6 19 1 7.1 +2.4
LRND IQ U.S. Large Cap R&D Leaders ETF 29.5 14 6 6.7 +2.0
QUS SPDR MSCI USA StrategicFactors ETF 29.5 15 5 5.8 +1.1
DIA SPDR Dow Jones Industrial Average ETF Trust 29.2 16 4 5.7 +1.0
PNQI Invesco NASDAQ Internet ETF 29.1 60 -40 3.8 -0.9
FDVV Fidelity High Dividend ETF 28.9 15 5 7.5 +2.8
BDIV AAM Brentview Dividend Growth ETF 28.9 49 -29 4.3 -0.4
AFLG First Trust Active Factor Large Cap ETF 28.7 55 -35 6.2 +1.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 28.6 15 5 4.7 +0.0
LCLG Logan Capital Broad Innovative Growth ETF 28.6 99 -79 4.6 -0.1
GDIV Harbor Dividend Growth Leaders ETF 28.5 50 -30 5.2 +0.6
EDOW First Trust Dow 30 Equal Weight ETF 28.5 50 -30 5.3 +0.6
KLMT Invesco MSCI Global Climate 500 ETF 28.3 10 10 6.1 +1.4
JHML John Hancock Multifactor Large Cap ETF 28.3 29 -9 5.6 +0.9
VEGN US Vegan Climate ETF 28.0 60 -40 4.6 -0.1
BEEX BeeHive ETF 27.9 84 -64 4.7 +0.0
ACWI iShares MSCI ACWI ETF 27.9 32 -12 6.0 +1.3
FCPI Fidelity Stocks for Inflation ETF 27.8 15 5 7.8 +3.1
SPHQ Invesco S&P 500 Quality ETF 27.6 15 5 5.3 +0.6
KOCG FIS Knights of Columbus Global Belief ETF 27.6 75 -55 5.4 +0.7
ILCV iShares Morningstar Value ETF 27.6 4 16 6.7 +2.0
DEMZ Democratic Large Cap Core ETF 27.5 45 -25 4.6 -0.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 27.4 48 -28 6.0 +1.3
WISE Themes Generative Artificial Intelligence ETF 27.2 35 -15 0.6 -4.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 27.2 12 8 5.1 +0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 27.1 20 0 6.0 +1.3
NULC Nuveen ESG Large-Cap ETF 27.0 21 -1 5.0 +0.4
GRNY Fundstrat Granny Shots US Large Cap ETF 26.8 75 -55 3.7 -1.0
VOOV Vanguard S&P 500 Value ETF 26.8 10 10 6.3 +1.6
IVE iShares S&P 500 Value ETF 26.8 18 2 6.2 +1.5
DLN WisdomTree U.S. LargeCap Dividend Fund 26.8 28 -8 5.9 +1.2
JGLO JPMorgan Global Select Equity ETF 26.7 33 -13 5.1 +0.4
SPYV SPDR Portfolio S&P 500 Value ETF 26.7 4 16 6.4 +1.7
BUZZ VanEck Social Sentiment ETF 26.6 75 -55 -1.3 -5.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 26.5 75 -55 3.5 -1.2
ACVF American Conservative Values ETF 26.4 75 -55 4.5 -0.2
GLOF iShares Global Equity Factor ETF 26.2 20 0 6.8 +2.1
BELT iShares Long-Term U.S. Equity Active ETF 26.1 75 -55 3.5 -1.2
JGRW Jensen Quality Growth ETF 26.0 57 -37 4.6 -0.1
FNDX Schwab Fundamental US Large Co. Index ETF 26.0 25 -5 7.4 +2.7
GVIP Goldman Sachs Hedge Industry VIP ETF 25.7 45 -25 3.8 -0.9
CGDV Capital Group Dividend Value ETF 25.6 33 -13 4.9 +0.2
SAMT Strategas Macro Thematic Opportunities ETF 25.5 65 -45 3.5 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 25.4 9 11 6.1 +1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 25.3 75 -55 5.2 +0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 25.3 39 -19 4.1 -0.6
IUSV iShares Core S&P US Value ETF 25.3 4 16 6.5 +1.8
USXF iShares ESG Advanced MSCI USA ETF 25.2 10 10 4.9 +0.2
YLDE ClearBridge Dividend Strategy ESG ETF 25.1 60 -40 5.4 +0.7
EMOT First Trust S&P 500 Economic Moat ETF 25.1 60 -40 6.5 +1.8
FDTX Fidelity Disruptive Technology ETF 24.8 50 -30 3.0 -1.7
SPMV Invesco S&P 500 Minimum Variance ETF 24.7 10 10 4.9 +0.2
RWL Invesco S&P 500 Revenue ETF 24.6 39 -19 7.0 +2.3
METV Roundhill Ball Metaverse ETF 24.6 59 -39 8.2 +3.6
VT Vanguard Total World Stock ETF 24.5 7 13 6.3 +1.6
SHE SPDR MSCI USA Gender Diversity ETF 24.4 20 0 5.2 +0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 24.4 80 -60 4.7 +0.0
FFND Future Fund Active ETF 24.3 100 -80 4.7 -0.0
RGEF Rockefeller Global Equity ETF 24.3 55 -35 5.2 +0.5
FNDB Schwab Fundamental US Broad Market Index ETF 24.3 25 -5 7.3 +2.6
CGGO Capital Group Global Growth Equity ETF 24.2 47 -27 5.0 +0.3
TIME Clockwise Core Equity & Innovation ETF 24.1 95 -75 8.1 +3.4
CRTC Xtrackers US National Critical Technologies ETF 24.0 35 -15 5.3 +0.6
VERS ProShares Metaverse ETF 23.9 58 -38 0.1 -4.6
DGRO iShares Core Dividend Growth ETF 23.9 8 12 6.6 +1.9
AIQ Global X Artificial Intelligence & Technology ETF 23.8 68 -48 4.7 -0.0
DTD WisdomTree U.S. Total Dividend Fund 23.6 28 -8 6.2 +1.5
JMOM JPMorgan U.S. Momentum Factor ETF 23.4 12 8 4.8 +0.1
PTF Invesco Dorsey Wright Technology Momentum ETF 23.4 60 -40 -0.2 -4.8
SWP SWP Growth & Income ETF 22.8 99 -79 4.6 -0.1
XNTK SPDR NYSE Technology ETF 22.7 35 -15 4.4 -0.3
VLU SPDR S&P 1500 Value Tilt ETF 22.5 12 8 7.2 +2.5
PRF Invesco FTSE RAFI US 1000 ETF 22.3 39 -19 7.0 +2.3
GGME Invesco Next Gen Media and Gaming ETF 22.3 60 -40 5.0 +0.3
IQM Franklin Intelligent Machines ETF 22.3 50 -30 2.6 -2.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 22.2 75 -55 5.9 +1.2
MGV Vanguard Mega Cap Value ETF 22.2 7 13 6.7 +2.0
RVER Trenchless Fund ETF 22.0 65 -45 4.8 +0.1
JQUA JPMorgan U.S. Quality Factor ETF 21.9 12 8 6.0 +1.3
QGRO American Century U.S. Quality Growth ETF 21.7 29 -9 3.8 -0.9
FDWM Fidelity Women's Leadership ETF 21.6 59 -39 3.2 -1.5
RAFE PIMCO RAFI ESG U.S. ETF 21.5 29 -9 7.3 +2.6
JHDV John Hancock U.S. High Dividend ETF 21.4 34 -14 6.3 +1.6
WUGI AXS Esoterica NextG Economy ETF 21.3 75 -55 2.9 -1.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 21.1 60 -40 4.5 -0.2
NBDS Neuberger Berman Disrupters ETF 21.0 55 -35 1.0 -3.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 20.8 80 -60 6.9 +2.2
ROE Astoria US Quality Kings ETF 20.7 49 -29 7.0 +2.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 20.6 55 -35 4.2 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 20.5 29 -9 6.4 +1.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 20.5 25 -5 6.0 +1.3
ARTY iShares Future AI & Tech ETF 20.4 47 -27 4.1 -0.6
FDCF Fidelity Disruptive Communications ETF 20.4 50 -30 3.3 -1.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 20.3 15 5 6.4 +1.7
FMET Fidelity Metaverse ETF 20.3 39 -19 5.1 +0.4
BGIG Bahl & Gaynor Income Growth ETF 20.2 45 -25 5.4 +0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 20.0 35 -15 4.6 -0.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 19.9 45 -25 3.5 -1.2
QWLD SPDR MSCI World StrategicFactors ETF 19.9 30 -10 5.9 +1.3
IWX iShares Russell Top 200 Value ETF 19.8 20 0 6.4 +1.8
BUYZ Franklin Disruptive Commerce ETF 19.8 50 -30 2.6 -2.1
RJMG FT Raymond James Multicap Growth Equity ETF 19.6 85 -65 2.6 -2.1
BGDV Bahl & Gaynor Dividend ETF 19.5 45 -25 5.0 +0.3
WRND IQ Global Equity R&D Leaders ETF 19.5 18 2 7.9 +3.2
EQWL Invesco S&P 100 Equal Weight ETF 19.4 25 -5 6.2 +1.5
AVLV Avantis U.S. Large Cap Value ETF 19.1 15 5 8.1 +3.4
SMH VanEck Semiconductor ETF 18.8 35 -15 5.1 +0.4
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 18.8 40 -20 4.6 -0.1
OGIG ALPS O'Shares Global Internet Giants ETF 18.8 48 -28 1.9 -2.8
LEAD Siren DIVCON Leaders Dividend ETF 18.7 43 -23 4.6 -0.1
MILN Global X Millennial Consumer ETF 18.6 50 -30 3.1 -1.6
ANEW ProShares MSCI Transformational Changes ETF 18.4 45 -25 7.0 +2.4
VTV Vanguard Value ETF 18.2 4 16 6.9 +2.3
BRIF FIS Bright Portfolios Focused Equity ETF 18.2 65 -45 4.9 +0.2
DVND Touchstone Dividend Select ETF 18.0 67 -47 5.7 +1.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 18.0 69 -49 0.0 -4.7
VYM Vanguard High Dividend Yield Index ETF 18.0 6 14 7.3 +2.6
CARZ First Trust NASDAQ Global Auto Index Fund 17.9 70 -50 6.0 +1.3
FIVG Defiance Next Gen Connectivity ETF 17.9 30 -10 5.6 +0.9
FTCS First Trust Capital Strength ETF 17.8 55 -35 5.2 +0.5
PCGG Polen Capital Global Growth ETF 17.7 85 -65 3.8 -0.9
PDP Invesco Dorsey Wright Momentum ETF 17.7 62 -42 3.6 -1.1
DUSA Davis Select U.S. Equity ETF 17.4 61 -41 8.2 +3.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 17.4 79 -59 5.2 +0.5
JEPI JPMorgan Equity Premium Income ETF 17.2 35 -15 5.4 +0.7
SOXQ Invesco PHLX Semiconductor ETF 17.0 19 1 5.7 +1.0
IYC iShares U.S. Consumer Discretionary ETF 16.5 40 -20 4.1 -0.6
PY Principal Value ETF 16.4 15 5 7.1 +2.5
YALL God Bless America ETF 16.3 65 -45 4.3 -0.4
LST Leuthold Select Industries ETF 16.2 91 -71 6.1 +1.4
XDAT Franklin Exponential Data ETF 16.1 50 -30 2.1 -2.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 16.0 7 13 7.4 +2.7
GINN Goldman Sachs Innovate Equity ETF 16.0 52 -32 4.4 -0.3
SPRX Spear Alpha ETF 15.8 75 -55 -0.0 -4.7
FNCL Fidelity MSCI Financials Index ETF 15.8 8 12 6.6 +1.9
IXG iShares Global Financials ETF 15.8 42 -22 7.2 +2.6
IYG iShares US Financial Services ETF 15.8 40 -20 6.2 +1.5
XLF Financial Select Sector SPDR Fund 15.8 8 12 6.0 +1.3
VFH Vanguard Financials ETF 15.8 10 10 6.6 +2.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 15.8 15 5 10.0 +5.3
HKND Humankind US Stock ETF 15.7 11 9 7.5 +2.8
FDN First Trust Dow Jones Internet Index Fund 15.7 52 -32 3.5 -1.2
FDND FT Vest Dow Jones Internet & Target Income ETF 15.7 75 -55 3.2 -1.5
TRFK Pacer Data and Digital Revolution ETF 15.4 60 -40 3.9 -0.8
IGPT Invesco AI and Next Gen Software ETF 15.3 60 -40 4.9 +0.2
IEDI iShares U.S. Consumer Focused ETF 15.0 18 2 5.3 +0.6
FBCV Fidelity Blue Chip Value ETF 14.9 59 -39 7.5 +2.8
GURU Global X Guru Index ETF 14.9 75 -55 4.2 -0.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 14.9 49 -29 2.2 -2.5
ROUS Hartford Multifactor US Equity ETF 14.9 19 1 7.2 +2.5
SIXG Defiance Connective Technologies ETF 14.8 30 -10 4.5 -0.2
KRUZ Unusual Whales Subversive Republican Trading ETF 14.7 75 -55 6.0 +1.3
FTXL First Trust Nasdaq Semiconductor ETF 14.6 60 -40 6.6 +1.9
FELV Fidelity Enhanced Large Cap Value ETF 14.4 18 2 6.8 +2.1
FTGS First Trust Growth Strength ETF 14.2 60 -40 5.6 +0.9
INCE Franklin Income Equity Focus ETF 14.2 29 -9 5.6 +0.9
AIEQ AI Powered Equity ETF 14.1 75 -55 4.1 -0.6
DFNV Donoghue Forlines Innovation ETF 13.9 69 -49 5.1 +0.4
SCHV Schwab U.S. Large-Cap Value ETF 13.6 4 16 6.8 +2.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 13.5 60 -40 4.0 -0.7
ARVR First Trust Indxx Metaverse ETF 13.4 70 -50 5.9 +1.2
IWD iShares Russell 1000 Value ETF 13.3 19 1 6.5 +1.8
VONV Vanguard Russell 1000 Value ETF 13.3 8 12 6.6 +1.9
USMV iShares MSCI USA Min Vol Factor ETF 13.1 15 5 5.5 +0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 13.1 12 8 6.5 +1.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 13.1 57 -37 4.3 -0.4
IVES Wedbush ETFMG Global Cloud Technology ETF 13.1 68 -48 9.3 +4.6
FPAG FPA Global Equity ETF 13.0 49 -29 6.3 +1.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 13.0 50 -30 6.5 +1.8
TDV ProShares S&P Technology Dividend Aristocrats ETF 13.0 45 -25 5.9 +1.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 13.0 68 -48 2.7 -2.0
JOET Virtus Terranova US Quality Momentum ETF 12.9 29 -9 5.0 +0.3
SOXX iShares Semiconductor ETF 12.9 35 -15 6.0 +1.3
AIVC Amplify Bloomberg AI Value Chain ETF 12.9 59 -39 8.6 +3.9
WFH Direxion Work From Home ETF 12.7 45 -25 4.8 +0.1
DWLD Davis Select Worldwide ETF 12.6 63 -43 7.8 +3.1
KNCT Invesco Next Gen Connectivity ETF 12.6 40 -20 5.1 +0.4
DFUV Dimensional US Marketwide Value ETF 12.3 22 -2 8.1 +3.4
FCTE SMI 3Fourteen Full-Cycle Trend ETF 12.3 85 -65 8.7 +4.0
IVRS iShares Future Metaverse Tech and Communications ETF 12.3 47 -27 2.8 -1.9
VALQ American Century U.S. Quality Value ETF 12.3 29 -9 7.6 +2.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 12.1 61 -41 1.4 -3.3
BWEB Bitwise Web3 ETF 12.1 85 -65 0.1 -4.6
RDVY First Trust Rising Dividend Achievers ETF 12.1 50 -30 7.8 +3.1
DFLV Dimensional US Large Cap Value ETF 12.0 22 -2 8.2 +3.5
DGT SPDR Global Dow ETF 11.9 50 -30 7.5 +2.8
HLGE Hartford Longevity Economy ETF 11.9 44 -24 5.5 +0.9
JVAL JPMorgan U.S. Value Factor ETF 11.8 12 8 8.5 +3.9
ARKW ARK Next Generation Internet ETF 11.4 87 -67 -1.3 -6.0
FCOM Fidelity MSCI Communication Services Index ETF 11.4 8 12 5.2 +0.5
IXP iShares Global Comm Services ETF 11.4 42 -22 6.7 +2.0
XLC Communication Services Select Sector SPDR Fund 11.4 8 12 5.6 +0.9
VOX Vanguard Communication Services ETF 11.4 10 10 5.2 +0.5
NETZ TCW Transform Systems ETF 11.4 75 -55 3.4 -1.3
TMFG Motley Fool Global Opportunities ETF 11.3 85 -65 3.5 -1.2
USRD Themes US R&D Champions ETF 11.3 29 -9 5.6 +0.9
HART IQ Healthy Hearts ETF 11.2 45 -25 6.6 +1.9
RTH VanEck Retail ETF 11.2 35 -15 5.3 +0.6
ISHP First Trust Nasdaq Retail ETF 11.2 60 -40 5.5 +0.8
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 11.1 60 -40 1.9 -2.8
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 11.1 40 -20 5.8 +1.1
EVUS iShares ESG Aware MSCI USA Value ETF 11.1 18 2 6.0 +1.3
KONG Formidable Fortress ETF 10.9 89 -69 5.7 +1.0
CLOD Themes Cloud Computing ETF 10.9 35 -15 2.1 -2.6
TTAC FCF US Quality ETF 10.8 59 -39 6.1 +1.4
PWV Invesco Large Cap Value ETF 10.8 55 -35 7.6 +2.9
BEEZ Honeytree U.S. Equity ETF 10.8 64 -44 3.5 -1.2
TMAT Main Thematic Innovation ETF 10.8 164 -144 -1.5 -6.2
AGQI First Trust Active Global Quality Income ETF 10.7 85 -65 6.6 +1.9
FBOT Fidelity Disruptive Automation ETF 10.7 50 -30 4.0 -0.7
PSI Invesco Semiconductors ETF 10.7 57 -37 5.6 +0.9
SKYY First Trust Cloud Computing ETF 10.5 60 -40 3.3 -1.4
VFMV Vanguard U.S. Minimum Volatility ETF 10.5 13 7 5.5 +0.8
PTL Inspire 500 ETF 10.5 9 11 5.4 +0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 10.4 18 2 4.9 +0.2
MBOX Freedom Day Dividend ETF 10.4 39 -19 7.4 +2.7
STXV Strive 1000 Value ETF 10.2 18 2 7.5 +2.8
ABFL Abacus FCF Leaders ETF 10.2 59 -39 5.8 +1.2
PFI Invesco Dorsey Wright Financial Momentum ETF 10.1 60 -40 4.6 -0.1
DRIV Global X Autonomous & Electric Vehicles ETF 10.0 68 -48 6.8 +2.1
FLV American Century Focused Large Cap Value ETF 10.0 42 -22 6.7 +2.0
SNPV Xtrackers S&P 500 Value ESG ETF 9.9 15 5 5.4 +0.7
SPGP Invesco S&P 500 GARP ETF 9.9 34 -14 9.6 +4.9
JAVA JPMorgan Active Value ETF 9.8 44 -24 6.3 +1.6
SYNB Putnam BioRevolution ETF 9.8 70 -50 3.2 -1.5
ICAP InfraCap Equity Income Fund ETF 9.8 171 -151 5.2 +0.5
ARKQ ARK Autonomous Technology & Robotics ETF 9.7 75 -55 0.2 -4.5
MGRO VanEck Morningstar Wide Moat Growth ETF 9.6 49 -29 4.7 0.0
DFNL Davis Select Financial ETF 9.6 63 -43 8.4 +3.7
IYF iShares U.S. Financials ETF 9.6 40 -20 6.6 +1.9
SPHB Invesco S&P 500 High Beta ETF 9.6 25 -5 5.3 +0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 9.4 59 -39 2.8 -1.9
RPG Invesco S&P 500 Pure Growth ETF 9.4 35 -15 3.6 -1.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 9.3 8 12 4.9 +0.2
RXI iShares Global Consumer Discretionary ETF 9.3 41 -21 9.2 +4.5
XLY Consumer Discretionary Select Sector SPDR Fund 9.3 8 12 5.1 +0.4
VCR Vanguard Consumer Discretionary ETF 9.3 10 10 4.9 +0.2
POWA Invesco Bloomberg Pricing Power ETF 9.3 40 -20 5.3 +0.7
TOGA Tremblant Global ETF 9.3 69 -49 2.5 -2.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.1 35 -15 4.5 -0.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.1 58 -38 4.3 -0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.0 70 -50 4.4 -0.3
SHRY First Trust Bloomberg Shareholder Yield ETF 9.0 60 -40 7.9 +3.2
BOTZ Global X Robotics & Artificial Intelligence ETF 9.0 69 -49 2.6 -2.1
QUVU Hartford Quality Value ETF 8.9 46 -26 7.0 +2.3
CHGX AXS Change Finance ESG ETF 8.9 49 -29 5.3 +0.7
MOTO SmartETFs Smart Transportation & Technology ETF 8.7 68 -48 7.8 +3.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 8.7 65 -45 8.6 +3.9
IGV iShares Expanded Tech-Software Sector ETF 8.6 41 -21 3.1 -1.6
SPVU Invesco S&P 500 Enhanced Value ETF 8.6 13 7 10.5 +5.8
DIVL Madison Dividend Value ETF 8.6 65 -45 5.4 +0.7
PEXL Pacer US Export Leaders ETF 8.6 60 -40 5.4 +0.7
DIVB iShares Core Dividend ETF 8.6 5 15 7.7 +3.0
IBLC iShares Blockchain and Tech ETF 8.2 47 -27 -4.1 -8.8
ITAN Sparkline Intangible Value ETF 8.2 50 -30 6.5 +1.8
VFQY Vanguard U.S. Quality Factor ETF 8.1 13 7 6.6 +1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.1 65 -45 3.0 -1.7
ARKK ARK Innovation ETF 8.0 75 -55 -3.3 -8.0
EQIN Columbia US Equity Income ETF 8.0 35 -15 6.8 +2.1
HAPY Harbor Human Capital Factor Unconstrained ETF 7.9 50 -30 3.4 -1.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 7.9 56 -36 2.6 -2.1
PRAY FIS Christian Stock Fund 7.8 69 -49 5.5 +0.8
TBG TBG Dividend Focus ETF 7.6 59 -39 7.3 +2.6
ERTH Invesco MSCI Sustainable Future ETF 7.5 62 -42 2.5 -2.2
CLNR IQ Cleaner Transport ETF 7.5 45 -25 7.3 +2.6
JSTC Adasina Social Justice All Cap Global ETF 7.5 89 -69 4.5 -0.2
TRFM AAM Transformers ETF 7.4 49 -29 1.9 -2.8
DIVS SmartETFs Dividend Builder ETF 7.3 65 -45 4.9 +0.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 7.3 12 8 5.0 +0.3
CGDG Capital Group Dividend Growers ETF 7.2 47 -27 6.3 +1.6
SSPY Syntax Stratified LargeCap ETF 7.2 30 -10 6.6 +1.9
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 7.2 8 12 5.5 +0.8
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 7.2 40 -20 6.6 +1.9
KXI iShares Global Consumer Staples ETF 7.2 41 -21 5.4 +0.7
XLP Consumer Staples Select Sector SPDR Fund 7.2 8 12 5.8 +1.1
VDC Vanguard Consumer Staples ETF 7.2 10 10 5.5 +0.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 7.2 65 -45 5.4 +0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.1 25 -5 4.9 +0.2
SPLV Invesco S&P 500 Low Volatility ETF 7.1 25 -5 4.8 +0.1
USCF Themes US Cash Flow Champions ETF 7.1 29 -9 6.6 +2.0
SOCL Global X Social Media ETF 7.1 65 -45 12.9 +8.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.1 29 -9 6.8 +2.1
ALTL Pacer Lunt Large Cap Alternator ETF 7.0 60 -40 4.6 -0.1
XSD SPDR S&P Semiconductor ETF 6.9 35 -15 4.9 +0.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 6.8 61 -41 -1.1 -5.7
REVS Columbia Research Enhanced Value ETF 6.8 19 1 7.6 +2.9
FHLC Fidelity MSCI Health Care Index ETF 6.7 8 12 5.9 +1.2
GDOC Goldman Sachs Future Health Care Equity ETF 6.7 75 -55 2.7 -2.0
PINK Simplify Health Care ETF 6.7 50 -30 0.9 -3.8
MEDI Harbor Health Care ETF 6.7 80 -60 -1.6 -6.3
IXJ iShares Global Healthcare ETF 6.7 42 -22 6.6 +1.9
IYH iShares U.S. Healthcare ETF 6.7 40 -20 6.4 +1.7
XLV Health Care Select Sector SPDR Fund 6.7 8 12 7.0 +2.3
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 6.7 75 -55 0.9 -3.8
VHT Vanguard Health Care ETF 6.7 10 10 5.7 +1.1
FUNL CornerCap Fundametrics Large-Cap ETF 6.6 50 -30 7.3 +2.6
FCLD Fidelity Cloud Computing ETF 6.6 39 -19 3.0 -1.7
VSDA VictoryShares Dividend Accelerator ETF 6.5 35 -15 7.0 +2.3
ACWV iShares MSCI Global Min Vol Factor ETF 6.5 20 0 5.9 +1.2
BLCV iShares Large Cap Value Active ETF 6.4 53 -33 7.6 +2.9
FXL First Trust Technology AlphaDEX Fund 6.2 61 -41 5.8 +1.1
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.2 75 -55 -0.5 -5.1
FDFF Fidelity Disruptive Finance ETF 6.2 50 -30 4.1 -0.6
IYJ iShares U.S. Industrials ETF 6.2 40 -20 4.8 +0.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 6.2 75 -55 4.5 -0.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.2 60 -40 4.4 -0.3
RSPT Invesco S&P 500 Equal Weight Technology ETF 6.1 40 -20 6.2 +1.5
OND ProShares On-Demand ETF 6.1 58 -38 1.5 -3.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 6.1 40 -20 6.9 +2.3
LIVR Intelligent Livermore ETF 6.1 69 -49 8.2 +3.5
ARKX ARK Space Exploration & Innovation ETF 6.0 75 -55 -0.3 -5.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 6.0 65 -45 3.5 -1.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 5.9 65 -45 -3.8 -8.5
ULVM VictoryShares US Value Momentum ETF 5.9 20 0 7.2 +2.5
ARKF ARK Fintech Innovation ETF 5.8 75 -55 -0.3 -5.0
OPTZ Optimize Strategy Index ETF 5.7 50 -30 5.3 +0.6
ABEQ Absolute Select Value ETF 5.5 85 -65 4.9 +0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.5 20 0 7.8 +3.1
WGMI Valkyrie Bitcoin Miners ETF 5.5 75 -55 -10.5 -15.2
HDV iShares Core High Dividend ETF 5.5 8 12 6.7 +2.1
SRHQ SRH U.S. Quality ETF 5.5 35 -15 7.6 +2.9
TXS Texas Capital Texas Equity Index ETF 5.5 49 -29 5.1 +0.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 5.4 5 15 7.1 +2.4
CLOU Global X Cloud Computing ETF 5.3 68 -48 1.9 -2.8
AUSF Global X Adaptive U.S. Factor ETF 5.3 27 -7 9.2 +4.5
WTV WisdomTree US Value Fund of Benef Interest 5.3 12 8 9.5 +4.8
CIBR First Trust NASDAQ Cybersecurity ETF 5.3 60 -40 4.2 -0.5
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 5.3 60 -40 3.0 -1.7
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.3 40 -20 5.7 +1.0
IDAT iShares Future Cloud 5G and Tech ETF 5.3 47 -27 4.8 +0.1
BLOK Amplify Transformational Data Sharing ETF 5.1 75 -55 0.4 -4.3
CZAR Themes Natural Monopoly ETF 5.1 35 -15 2.8 -1.9
VFMF Vanguard U.S. Multifactor ETF 5.0 18 2 8.5 +3.8
MOTE VanEck Morningstar ESG Moat ETF 5.0 49 -29 4.9 +0.2
MDLV Morgan Dempsey Large Cap Value ETF 4.9 58 -38 7.0 +2.3
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 4.9 60 -40 5.3 +0.6
MOAT VanEck Morningstar Wide Moat ETF 4.9 46 -26 6.0 +1.3
BITQ Bitwise Crypto Industry Innovators ETF 4.9 85 -65 -2.8 -7.5
AESR Anfield U.S. Equity Sector Rotation ETF 4.9 108 -88 3.7 -1.0
DSTL Distillate US Fundamental Stability & Value ETF 4.8 39 -19 8.3 +3.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.8 64 -44 2.4 -2.3
FMED Fidelity Disruptive Medicine ETF 4.8 50 -30 -1.1 -5.8
CCMG CCM Global Equity ETF 4.7 34 -14 8.5 +3.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.7 59 -39 6.5 +1.8
TAX Cambria Tax Aware ETF 4.7 49 -29 5.4 +0.7
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 -15 6.1 +1.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 -20 6.0 +1.3
VFMO Vanguard U.S. Momentum Factor ETF 4.6 13 7 3.4 -1.3
IBOT Vaneck Robotics ETF 4.5 47 -27 4.6 -0.1
WLDR Affinity World Leaders Equity ETF 4.5 67 -47 8.3 +3.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.5 49 -29 4.7 0.0
EQRR ProShares Equities for Rising Rates ETF 4.5 35 -15 8.0 +3.3
IBUY Amplify Online Retail ETF 4.4 65 -45 3.7 -1.0
XRT SPDR S&P Retail ETF 4.4 35 -15 9.6 +4.9
VICE AdvisorShares Vice ETF 4.4 99 -79 6.2 +1.5
SURE AdvisorShares Insiders Advantage ETF 4.4 90 -70 10.0 +5.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 -15 5.7 +1.1
ONLN ProShares Online Retail ETF 4.3 58 -38 2.6 -2.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.2 61 -41 7.8 +3.1
TINY ProShares Nanotechnology ETF 4.1 58 -38 5.8 +1.1
NUDV Nuveen ESG Dividend ETF 4.1 26 -6 6.7 +2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.1 18 2 7.2 +2.5
FTXO First Trust Nasdaq Bank ETF 4.0 60 -40 9.6 +5.0
KBWB Invesco KBW Bank ETF 4.0 35 -15 9.1 +4.4
RSP Invesco S&P 500 Equal Weight ETF 4.0 20 0 6.3 +1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.0 9 11 6.1 +1.4
PPH VanEck Pharmaceutical ETF 3.9 36 -16 9.8 +5.1
PJP Invesco Pharmaceuticals ETF 3.9 57 -37 7.8 +3.1
IHE iShares U.S. Pharmaceuticals ETF 3.9 40 -20 8.1 +3.4
BOUT Innovator IBD Breakout Opportunities ETF 3.9 81 -61 4.8 +0.1
MEDX Horizon Kinetics Medical ETF 3.9 85 -65 1.9 -2.8
CANC Tema Oncology ETF 3.9 75 -55 -2.0 -6.7
OZEM Roundhill GLP-1 & Weight Loss ETF 3.9 59 -39 1.1 -3.6
THNR Amplify Weight Loss Drug & Treatment ETF 3.9 59 -39 5.8 +1.1
DTEC ALPS Disruptive Technologies ETF 3.9 50 -30 4.0 -0.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.8 49 -29 8.7 +4.0
QTUM Defiance Quantum ETF 3.8 40 -20 7.7 +3.0
XPH SPDR S&P Pharmaceuticals ETF 3.8 35 -15 5.0 +0.3
IPDP Dividend Performers ETF 3.8 122 -102 5.0 +0.3
GLRY Inspire Faithward Mid Cap Momentum ETF 3.7 80 -60 6.6 +1.9
SPVM Invesco S&P 500 Value with Momentum ETF 3.7 39 -19 8.5 +3.8
DIVZ TrueShares Low Volatility Equity Income ETF 3.6 65 -45 6.6 +1.9
NXTG First Trust Indxx NextG ETF 3.6 70 -50 5.8 +1.1
UDI USCF Dividend Income Fund 3.6 65 -45 6.5 +1.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.6 15 5 5.9 +1.2
SDG iShares MSCI Global Sustainable Development Goals ETF 3.5 49 -29 6.0 +1.3
RUNN Running Oak Efficient Growth ETF 3.5 58 -38 4.9 +0.2
TOLL Tema Monopolies and Oligopolies ETF 3.5 75 -55 3.8 -0.9
KOMP SPDR S&P Kensho New Economies Composite ETF 3.5 20 0 3.7 -1.0
EBIZ Global X E-Commerce ETF 3.5 50 -30 4.3 -0.4
HELX Franklin Genomic Advancements ETF 3.5 50 -30 0.1 -4.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.5 58 -38 5.5 +0.8
BFOR ALPS Barron's 400 ETF 3.4 65 -45 6.2 +1.5
SDY SPDR S&P Dividend ETF 3.4 35 -15 6.2 +1.5
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 11 6.0 +1.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.3 40 -20 7.5 +2.9
XITK SPDR FactSet Innovative Technology ETF 3.3 45 -25 0.5 -4.2
DTCR Global X Data Center & Digital Infrastructure ETF 3.2 50 -30 1.7 -3.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.2 60 -40 10.1 +5.4
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -27 5.5 +0.8
QDIV Global X S&P 500 Quality Dividend ETF 3.2 20 0 8.2 +3.5
SIZE iShares MSCI USA Size Factor ETF 3.2 15 5 5.8 +1.1
TMDV ProShares Russell US Dividend Growers ETF 3.2 35 -15 4.6 -0.1
XT iShares Exponential Technologies ETF 3.2 46 -26 5.5 +0.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 -45 5.0 +0.3
ZIG Acquirers Fund 3.1 84 -64 20.3 +15.6
GSIB Themes Global Systemically Important Banks ETF 3.1 35 -15 12.4 +7.7
BOTT Themes Robotics & Automation ETF 3.0 35 -15 4.5 -0.2
DHS WisdomTree U.S. High Dividend Fund 3.0 38 -18 7.8 +3.1
FENY Fidelity MSCI Energy Index ETF 3.0 8 12 8.8 +4.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.0 46 -26 10.4 +5.7
VFLO VictoryShares Free Cash Flow ETF 3.0 39 -19 10.7 +6.0
EIPI FT Energy Income Partners Enhanced Income ETF 3.0 110 -90 6.0 +1.3
EIPX FT Energy Income Partners Strategy ETF 3.0 95 -75 7.4 +2.7
FTXN First Trust Nasdaq Oil & Gas ETF 3.0 60 -40 11.6 +6.9
FXN First Trust Energy AlphaDEX Fund 3.0 62 -42 13.7 +9.0
DURA VanEck Durable High Dividend ETF 3.0 29 -9 8.5 +3.8
HAP VanEck Natural Resources ETF 3.0 50 -30 10.0 +5.4
RSPG Invesco S&P 500 Equal Weight Energy ETF 3.0 40 -20 10.1 +5.5
FILL iShares MSCI Global Energy Producers ETF 3.0 39 -19 11.4 +6.7
IGE iShares North American Natural Resources ETF 3.0 41 -21 7.7 +3.0
IXC iShares Global Energy ETF 3.0 44 -24 9.8 +5.1
IYE iShares U.S. Energy ETF 3.0 40 -20 8.6 +3.9
GNR SPDR S&P Global Natural Resources ETF 3.0 40 -20 11.4 +6.7
NANR SPDR S&P North American Natural Resources ETF 3.0 35 -15 8.4 +3.7
XLE Energy Select Sector SPDR Fund 3.0 8 12 8.6 +4.0
DRLL Strive U.S. Energy ETF 3.0 41 -21 9.7 +5.1
NVIR Horizon Kinetics Energy and Remediation ETF 3.0 85 -65 5.7 +1.0
FTWO Strive FAANG 2.0 ETF 3.0 49 -29 5.1 +0.4
VDE Vanguard Energy ETF 3.0 10 10 8.8 +4.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.0 39 -19 -0.5 -5.2
XOP SPDR S&P Oil & Gas Exploration & Production ETF 3.0 35 -15 15.1 +10.4
AGNG Global X Aging Population ETF 3.0 50 -30 4.2 -0.5
AIS VistaShares Artificial Intelligence Supercycle ETF 3.0 75 -55 4.6 -0.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.9 39 -19 -1.1 -5.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.9 72 -52 -1.2 -5.9
ACES ALPS Clean Energy ETF 2.9 55 -35 -4.2 -8.9
FTXR First Trust Nasdaq Transportation ETF 2.9 60 -40 10.4 +5.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.9 58 -38 -3.5 -8.2
RNEW VanEck Green Infrastructure ETF 2.9 45 -25 -2.0 -6.6
SMOG VanEck Low Carbon Energy ETF 2.9 61 -41 1.5 -3.2
LIT Global X Lithium & Battery Tech ETF 2.9 75 -55 5.9 +1.3
BATT Amplify Lithium & Battery Technology ETF 2.9 59 -39 3.8 -0.9
CCSO Carbon Collective Climate Solutions US Equity ETF 2.9 35 -15 1.9 -2.8
EV Mast Global Battery Recycling & Production ETF 2.9 65 -45 11.6 +6.9
OCEN IQ Clean Oceans ETF 2.9 45 -25 5.7 +1.0
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -105 6.9 +2.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.8 60 -40 5.3 +0.6
IHF iShares U.S. Healthcare Providers ETF 2.8 40 -20 7.0 +2.3
BPAY BlackRock Future Financial and Technology ETF 2.8 70 -50 7.5 +2.8
PXI Invesco Dorsey Wright Energy Momentum ETF 2.7 60 -40 8.5 +3.8
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.7 55 -35 5.5 +0.8
WDNA WisdomTree BioRevolution Fund 2.7 45 -25 0.0 -4.7
HAIL SPDR S&P Kensho Smart Mobility ETF 2.6 45 -25 2.0 -2.7
DIVG Invesco S&P 500 High Dividend Growers ETF 2.6 39 -19 5.3 +0.6
NULV Nuveen ESG Large-Cap Value ETF 2.6 26 -6 6.2 +1.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.6 78 -58 9.6 +4.9
IDRV iShares Self-driving EV & Tech ETF 2.6 47 -27 2.5 -2.2
IYK iShares U.S. Consumer Staples ETF 2.4 40 -20 5.9 +1.2
BNGE First Trust S-Network Streaming and Gaming ETF 2.4 70 -50 3.6 -1.1
GINX SGI Enhanced Global Income ETF 2.4 98 -78 7.3 +2.6
FXO First Trust Financials AlphaDEX Fund 2.3 62 -42 8.1 +3.4
FVD First Trust Value Line Dividend Index Fund 2.2 65 -45 6.1 +1.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.2 25 -5 9.9 +5.2
BKCH Global X Blockchain ETF 2.2 50 -30 -4.3 -9.0
COWZ Pacer US Cash Cows 100 ETF 2.2 49 -29 9.5 +4.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -30 8.3 +3.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.1 27 -7 6.1 +1.4
PKB Invesco Building & Construction ETF 2.1 62 -42 5.3 +0.6
SCHD Schwab US Dividend Equity ETF 2.1 6 14 9.4 +4.7
ITB iShares U.S. Home Construction ETF 2.1 40 -20 12.2 +7.5
XHB SPDR S&P Homebuilders ETF 2.1 35 -15 11.8 +7.1
HOMZ Hoya Capital Housing ETF 2.1 30 -10 6.3 +1.6
MAGA Point Bridge America First ETF 2.1 72 -52 6.5 +1.8
SMRI Bushido Capital US Equity ETF 2.1 71 -51 9.9 +5.2
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 -16 9.3 +4.7
FDHT Fidelity Digital Health ETF 2.0 39 -19 1.9 -2.8
CBSE Clough Select Equity ETF 2.0 85 -65 1.6 -3.1
MVAL VanEck Morningstar Wide Moat Value ETF 1.9 49 -29 6.8 +2.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.9 38 -18 6.2 +1.5
FITE SPDR S&P Kensho Future Security ETF 1.9 45 -25 2.8 -1.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 -19 3.8 -0.9
GCOW Pacer Global Cash Cows Dividend ETF 1.9 60 -40 10.9 +6.2
XHS SPDR S&P Health Care Services ETF 1.8 35 -15 3.5 -1.2
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 -32 6.7 +2.0
EATV VegTech Plant-based Innovation & Climate ETF 1.7 75 -55 5.4 +0.7
DEW WisdomTree Global High Dividend Fund 1.7 58 -38 7.7 +3.0
ETEC iShares Breakthrough Environmental Solutions ETF 1.7 47 -27 5.8 +1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -60 5.7 +1.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.6 30 -10 7.4 +2.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.6 61 -41 7.1 +2.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.6 20 0 6.6 +1.9
ABLD Abacus FCF Real Assets Leaders ETF 1.6 69 -49 5.7 +1.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.5 60 -40 7.1 +2.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.5 40 -20 6.2 +1.6
DEUS Xtrackers Russell US Multifactor ETF 1.5 17 3 6.9 +2.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.4 60 -40 5.7 +1.0
CNRG SPDR S&P Kensho Clean Power ETF 1.4 45 -25 -0.1 -4.8
VFVA Vanguard U.S. Value Factor ETF 1.4 13 7 11.7 +7.0
USMF WisdomTree U.S. Multifactor Fund 1.3 28 -8 6.7 +2.0
FXH First Trust Health Care AlphaDEX Fund 1.3 62 -42 7.9 +3.3
STCE Schwab Crypto Thematic ETF 1.3 30 -10 1.8 -2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 1.3 20 0 6.8 +2.1
KBE SPDR S&P Bank ETF 1.2 35 -15 10.1 +5.4
ROBO ROBO Global Robotics & Automation Index ETF 1.2 95 -75 4.0 -0.7
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 -39 9.4 +4.8
PBW Invesco WilderHill Clean Energy ETF 1.1 66 -46 -6.0 -10.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -55 7.6 +2.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 -18 7.7 +3.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 -15 7.7 +3.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.1 52 -32 5.6 +1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.1 58 -38 5.6 +0.9
DVY iShares Select Dividend ETF 1.0 38 -18 9.2 +4.6
TEMP JPMorgan Climate Change Solutions ETF 1.0 49 -29 5.9 +1.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.0 45 -25 0.0 -4.7
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -86 10.9 +6.2
XSW SPDR S&P Software & Services ETF 0.8 35 -15 2.0 -2.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 -47 10.1 +5.4
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -15 10.7 +6.0
FLDZ RiverNorth Patriot ETF 0.4 75 -55 5.9 +1.3
BLES Inspire Global Hope ETF 0.2 61 -41 6.8 +2.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.1 39 -19 11.0 +6.3
GVLU Gotham 1000 Value ETF 0.1 50 -30 9.1 +4.4

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 iShares Top 20 U.S. Stocks ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 30.9 %
Divided by: Fwd. P/BV 6.3 x
Less: Expense ratio 20 bp
Equals: ALTAR Score 4.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.50 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.