iShares Core U.S. REIT ETF
ALTAR
Score™		 8.1% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 13.4x P/Sales
ratio		 6.5x
P/BV
ratio		 1.9x Div.
yield		 4.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate equities.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2007
Assets (mns) $3,126
Currency USD
Expense ratio 8 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 133
Wgt avg mkt cap (mns) $43,270
Large cap (>$10bn) 79.0%
Mid cap ($2-10bn) 17.2%
Small cap (<$2bn) 3.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WELLTOWER, INC. 8.9 %
PROLOGIS INC 8.8 %
EQUINIX INC 6.4 %
DIGITAL REALTY TRUST INC 4.6 %
SIMON PROPERTY GROUP INC 4.4 %
REALTY INCOME CORP 4.3 %
PUBLIC STORAGE 4.1 %
VICI PROPERTIES INC 2.8 %
VENTAS INC 2.8 %
EXTRA SPACE STORAGE INC 2.7 %
Total 49.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.0 %










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.
1.3% -2.9% 9.0% 5.5% 4.7%

Market Correlations
versus... Beta R-squared
S&P500 1.04 61%
MSCI EAFE 0.79 47%
MSCI Emg. Mkts. 0.66 37%

Technical Indicators
Recent close $57.51
30d moving avg. $58.29
Annualized volatility 17.2%
Short interest (ETF) 0.7%
Short interest (Underlying) 3.2%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 212
Turnover 0.4%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $4,952

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 564 potential alternatives to the iShares Core U.S. REIT ETF ETF based on the alternatives' overlap in portfolio holdings with USRT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: USRT Expense: 8 bp ALTAR Score™: 8.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH USRT
Ticker Fund
Name		 Overlap1
vs USRT
(%)		 Expense
ratio
(bp)		 Savings
vs USRT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs USRT
(%)
FRI First Trust S&P REIT Index Fund 93.6 50 -42 7.7 -0.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 91.5 11 -3 8.2 +0.1
DFAR Dimensional US Real Estate ETF 87.1 19 -11 8.4 +0.3
RWR SPDR Dow Jones REIT ETF 86.5 25 -17 7.8 -0.3
SCHH Schwab U.S. REIT ETF 84.3 7 1 8.4 +0.3
VNQ Vanguard Real Estate ETF 77.1 13 -5 7.8 -0.4
FREL Fidelity MSCI Real Estate Index ETF 76.0 8 -0 7.9 -0.2
IYR iShares U.S. Real Estate ETF 75.6 40 -32 7.8 -0.4
ICF iShares Cohen & Steers REIT ETF 72.3 33 -25 8.1 -0.0
XLRE Real Estate Select Sector SPDR Fund 70.5 8 0 8.0 -0.2
RWO SPDR Dow Jones Global Real Estate ETF 69.3 50 -42 7.1 -1.1
REET iShares Global REIT ETF 67.0 14 -6 7.6 -0.5
DFGR Dimensional Global Real Estate ETF 63.5 22 -14 7.8 -0.3
AVRE Avantis Real Estate ETF 61.7 17 -9 7.4 -0.7
ERET iShares Environmentally Aware Real Estate ETF 58.5 30 -22 7.3 -0.8
VGSR Vert Global Sustainable Real Estate ETF 55.5 47 -39 7.6 -0.5
PPTY US Diversified Real Estate ETF 55.4 53 -45 8.5 +0.4
RITA ETFB Green SRI REITs ETF 52.8 50 -42 5.8 -2.3
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 52.3 40 -32 8.4 +0.3
FPRO Fidelity Real Estate Investment ETF 51.8 59 -51 6.8 -1.3
PSR Invesco Active U.S. Real Estate Fund 51.6 35 -27 8.1 -0.0
JPRE JPMorgan Realty Income ETF 48.1 50 -42 9.0 +0.8
GQRE FlexShares Global Quality Real Estate Index Fund 43.5 45 -37 8.1 -0.0
JRE Janus Henderson U.S. Real Estate ETF 42.6 65 -57 8.0 -0.2
REZ iShares Residential and Multisector Real Estate ETF 39.5 48 -40 6.5 -1.6
IVRA Invesco Real Assets ESG ETF 36.6 59 -51 6.6 -1.5
SPRE SP Funds S&P Global REIT Sharia ETF 34.5 55 -47 6.3 -1.8
IRET iREIT - MarketVector Quality REIT Index ETF 33.1 60 -52 7.3 -0.8
BYRE Principal Real Estate Active Opportunities ETF 32.3 65 -57 6.9 -1.3
HAUS Residential REIT ETF 28.9 60 -52 4.3 -3.8
IQRA IQ CBRE Real Assets ETF 25.8 65 -57 5.7 -2.4
NURE Nuveen Short-Term REIT ETF 25.3 35 -27 8.8 +0.7
REAI Intelligent Real Estate ETF 22.2 59 -51 4.4 -3.7
BLDG Cambria Global Real Estate ETF 22.1 60 -52 11.7 +3.6
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 22.1 60 -52 5.9 -2.2
INDS Pacer Industrial Real Estate ETF 21.5 55 -47 6.8 -1.4
DESK VanEck Office and Commercial REIT ETF 21.5 50 -42 17.7 +9.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 19.2 7 1 11.3 +3.1
HOMZ Hoya Capital Housing ETF 19.0 30 -22 9.9 +1.8
BLLD JPMorgan Sustainable Infrastructure ETF 18.5 49 -41 5.9 -2.2
RDOG ALPS REIT Dividend Dogs ETF 16.9 35 -27 10.8 +2.7
VRAI Virtus Real Asset Income ETF 16.9 55 -47 10.9 +2.8
ABLD Abacus FCF Real Assets Leaders ETF 16.2 69 -61 6.8 -1.3
BIBL Inspire 100 ETF 13.8 35 -27 5.2 -2.9
NETL NETLease Corporate Real Estate ETF 13.7 60 -52 8.7 +0.6
SRVR Pacer Data & Infrastructure Real Estate ETF 13.7 55 -47 4.3 -3.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 13.6 27 -19 7.4 -0.7
XMLV Invesco S&P MidCap Low Volatility ETF 13.5 25 -17 7.4 -0.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 13.2 30 -22 10.6 +2.4
RIET Hoya Capital High Dividend Yield ETF 12.0 50 -42 53.8 +45.7
DTCR Global X Data Center & Digital Infrastructure ETF 11.0 50 -42 3.6 -4.5
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 11.0 41 -33 5.4 -2.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 10.9 60 -52 6.7 -1.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.0 80 -72 8.3 +0.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.8 12 -4 6.1 -2.0
DON WisdomTree U.S. MidCap Dividend Fund 9.8 38 -30 9.4 +1.3
SPLV Invesco S&P 500 Low Volatility ETF 9.7 25 -17 5.7 -2.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.7 25 -17 5.7 -2.5
CZA Invesco Zacks Mid-Cap ETF 9.7 72 -64 7.5 -0.6
DEW WisdomTree Global High Dividend Fund 9.5 58 -50 8.4 +0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.4 24 -16 8.4 +0.3
ONEY SPDR Russell 1000 Yield Focus ETF 9.3 20 -12 10.4 +2.3
ULVM VictoryShares US Value Momentum ETF 9.2 20 -12 7.5 -0.7
DIVG Invesco S&P 500 High Dividend Growers ETF 8.6 39 -31 8.6 +0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.5 18 -10 7.9 -0.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.4 60 -52 8.1 -0.0
SRET Global X SuperDividend REIT ETF 8.3 59 -51 12.3 +4.2
IJJ iShares S&P Mid-Cap 400 Value ETF 8.3 18 -10 8.9 +0.8
TBG TBG Dividend Focus ETF 8.1 59 -51 8.0 -0.2
MDYV SPDR S&P 400 Mid Cap Value ETF 8.0 15 -7 8.9 +0.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 7.9 10 -2 9.0 +0.9
FDVV Fidelity High Dividend ETF 7.9 15 -7 7.7 -0.4
NUMV Nuveen ESG Mid-Cap Value ETF 7.6 31 -23 7.0 -1.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.5 15 -7 8.2 +0.1
IWN iShares Russell 2000 Value ETF 7.5 24 -16 7.9 -0.2
VTWV Vanguard Russell 2000 Value ETF 7.4 10 -2 8.0 -0.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.4 15 -7 6.2 -1.9
AGNG Global X Aging Population ETF 7.2 50 -42 4.8 -3.3
FLDZ RiverNorth Patriot ETF 7.2 75 -67 6.5 -1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.2 29 -21 8.4 +0.3
IWS iShares Russell Mid-Cap Value ETF 7.1 23 -15 7.3 -0.8
EQAL Invesco Russell 1000 Equal Weight ETF 7.0 20 -12 7.3 -0.8
PSCF Invesco S&P SmallCap Financials ETF 7.0 29 -21 10.1 +2.0
CVY Invesco Zacks Multi-Asset Income ETF 6.9 106 -98 12.0 +3.9
VBR Vanguard Small Cap Value ETF 6.9 7 1 9.3 +1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.9 4 4 6.1 -2.0
FCLD Fidelity Cloud Computing ETF 6.8 39 -31 3.3 -4.9
XJH iShares ESG Screened S&P Mid-Cap ETF 6.8 12 -4 7.4 -0.7
TXS Texas Capital Texas Equity Index ETF 6.8 49 -41 6.0 -2.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 6.6 24 -16 7.7 -0.4
XJR iShares ESG Screened S&P Small-Cap ETF 6.5 12 -4 7.7 -0.4
PY Principal Value ETF 6.4 15 -7 7.4 -0.7
BWEB Bitwise Web3 ETF 6.4 85 -77 -0.1 -8.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.4 10 -2 4.4 -3.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.3 60 -52 6.1 -2.0
FSMD Fidelity Small-Mid Multifactor ETF 6.3 15 -7 7.1 -1.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.3 10 -2 4.3 -3.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.2 15 -7 7.5 -0.6
ERTH Invesco MSCI Sustainable Future ETF 6.2 62 -54 3.3 -4.8
SPDV AAM S&P 500 High Dividend Value ETF 6.2 29 -21 12.2 +4.1
STXM Strive Mid-Cap ETF 6.1 18 -10 6.6 -1.5
FNDA Schwab Fundamental US Small Co. Index ETF 6.1 25 -17 9.1 +0.9
ICAP InfraCap Equity Income Fund ETF 6.1 171 -163 4.8 -3.3
ISCV iShares Morningstar Small Cap Value ETF 6.0 6 2 9.6 +1.4
MDY SPDR S&P Midcap 400 ETF Trust 6.0 24 -16 7.2 -0.9
IJH iShares Core S&P Mid-Cap ETF 6.0 5 3 7.4 -0.7
IJR iShares Core S&P Small Cap ETF 6.0 6 2 7.8 -0.3
PTL Inspire 500 ETF 5.9 9 -1 5.4 -2.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.9 15 -7 7.9 -0.2
JHDV John Hancock U.S. High Dividend ETF 5.9 34 -26 6.8 -1.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.9 15 -7 7.9 -0.2
SCHM Schwab U.S. Mid-Cap ETF 5.9 4 4 7.2 -0.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 -12 6.7 -1.4
FVD First Trust Value Line Dividend Index Fund 5.8 65 -57 6.4 -1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 5.7 7 1 7.5 -0.7
MILN Global X Millennial Consumer ETF 5.7 50 -42 4.3 -3.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.7 3 5 7.4 -0.7
ESIX SPDR S&P SmallCap 600 ESG ETF 5.7 12 -4 8.3 +0.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.7 60 -52 4.2 -3.9
VB Vanguard Small-Cap ETF 5.6 5 3 6.3 -1.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.6 35 -27 7.5 -0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 5.6 39 -31 5.9 -2.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5.6 9 -1 4.0 -4.1
IJT iShares S&P Small-Cap 600 Growth ETF 5.6 18 -10 5.6 -2.5
VIOO Vanguard S&P Small-Cap 600 ETF 5.6 7 1 7.8 -0.4
IWR iShares Russell Midcap ETF 5.5 19 -11 6.3 -1.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 5.5 3 5 7.8 -0.3
IMCV iShares Morningstar Mid-Cap Value ETF 5.5 6 2 8.3 +0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.5 70 -62 5.1 -3.0
FMET Fidelity Metaverse ETF 5.5 39 -31 4.7 -3.5
NUDV Nuveen ESG Dividend ETF 5.5 26 -18 7.7 -0.4
DES WisdomTree U.S. SmallCap Dividend Fund 5.4 38 -30 9.6 +1.5
MAGA Point Bridge America First ETF 5.4 72 -64 6.5 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 5.4 23 -15 6.0 -2.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.4 10 -2 5.7 -2.5
SLYG SPDR S&P 600 Small Cap Growth ETF 5.4 15 -7 5.6 -2.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.4 39 -31 11.8 +3.7
FCPI Fidelity Stocks for Inflation ETF 5.4 15 -7 7.8 -0.3
XSLV Invesco S&P SmallCap Low Volatility ETF 5.4 25 -17 9.1 +1.0
QDF FlexShares Quality Dividend Index Fund 5.3 37 -29 6.4 -1.8
SFYX SoFi Next 500 ETF 5.3 0 8 6.1 -2.1
EUSA iShares MSCI USA Equal Weighted ETF 5.2 9 -1 6.4 -1.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.2 20 -12 6.3 -1.9
VOE Vanguard Mid-Cap Value ETF 5.1 7 1 7.9 -0.2
BLES Inspire Global Hope ETF 5.1 61 -53 6.9 -1.2
ISMD Inspire Small/Mid Cap ETF 5.1 54 -46 5.6 -2.5
CGDG Capital Group Dividend Growers ETF 5.1 47 -39 6.1 -2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 5.1 4 4 5.9 -2.2
STXK Strive Small-Cap ETF 5.1 18 -10 6.1 -2.0
XOEF iShares S&P 500 ex S&P 100 ETF 5.1 20 -12 5.7 -2.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.0 29 -21 7.5 -0.6
SIZE iShares MSCI USA Size Factor ETF 4.9 15 -7 6.2 -2.0
NUSC Nuveen ESG Small-Cap ETF 4.9 31 -23 5.3 -2.8
RSP Invesco S&P 500 Equal Weight ETF 4.9 20 -12 6.9 -1.2
SDY SPDR S&P Dividend ETF 4.8 35 -27 7.0 -1.2
PFI Invesco Dorsey Wright Financial Momentum ETF 4.8 60 -52 5.0 -3.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.8 25 -17 8.1 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.8 7 1 5.9 -2.2
IMCB iShares Morningstar Mid-Cap ETF 4.8 4 4 6.3 -1.8
PSC Principal U.S. Small-Cap ETF 4.8 38 -30 7.1 -1.1
UDI USCF Dividend Income Fund 4.8 65 -57 8.5 +0.3
SDG iShares MSCI Global Sustainable Development Goals ETF 4.7 49 -41 4.9 -3.2
ISCB iShares Morningstar Small-Cap ETF 4.7 4 4 6.3 -1.8
IJS iShares S&P Small-Cap 600 Value ETF 4.6 18 -10 10.1 +2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 4.6 15 -7 6.1 -2.0
HAPY Harbor Human Capital Factor Unconstrained ETF 4.6 50 -42 5.8 -2.4
DTD WisdomTree U.S. Total Dividend Fund 4.5 28 -20 6.4 -1.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.5 20 -12 8.3 +0.2
SCHA Schwab U.S. Small-Cap ETF 4.4 4 4 6.4 -1.7
VO Vanguard Mid-Cap ETF 4.4 4 4 6.0 -2.1
JHMM John Hancock Multifactor Mid Cap ETF 4.3 42 -34 6.4 -1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 4.3 28 -20 6.1 -2.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.3 10 -2 10.0 +1.9
SLYV SPDR S&P 600 Small Cap Value ETF 4.3 15 -7 10.1 +2.0
DHS WisdomTree U.S. High Dividend Fund 4.2 38 -30 8.4 +0.2
BEEZ Honeytree U.S. Equity ETF 4.2 64 -56 4.0 -4.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.2 39 -31 4.4 -3.7
MBCC Monarch Blue Chips Core ETF 4.2 125 -117 4.3 -3.8
IWM iShares Russell 2000 ETF 4.1 19 -11 4.3 -3.9
RSSL Global X Russell 2000 ETF 4.1 8 0 4.2 -3.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.1 9 -1 6.3 -1.8
IMCG iShares Morningstar Mid-Cap Growth ETF 4.1 6 2 4.2 -4.0
VTWO Vanguard Russell 2000 ETF 4.1 7 1 4.3 -3.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.1 30 -22 8.3 +0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.1 17 -9 6.0 -2.1
QDEF FlexShares Quality Dividend Defensive Index Fund 4.0 37 -29 6.2 -1.9
VBK Vanguard Small-Cap Growth ETF 4.0 7 1 1.8 -6.3
CLOU Global X Cloud Computing ETF 4.0 68 -60 2.3 -5.8
SWP SWP Growth & Income ETF 4.0 99 -91 4.2 -4.0
JHSC John Hancock Multifactor Small Cap ETF 4.0 42 -34 6.9 -1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 4.0 80 -72 6.4 -1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 3.9 17 -9 6.0 -2.1
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -42 7.3 -0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 3.9 12 -4 6.6 -1.5
VXF Vanguard Extended Market ETF 3.9 5 3 4.8 -3.4
VICE AdvisorShares Vice ETF 3.9 99 -91 6.5 -1.6
BJK VanEck Gaming ETF 3.9 65 -57 4.7 -3.4
KONG Formidable Fortress ETF 3.8 89 -81 6.3 -1.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.8 10 -2 5.2 -2.9
HDUS Hartford Disciplined US Equity ETF 3.8 19 -11 5.7 -2.4
WCEO Hypatia Women CEO ETF 3.8 85 -77 3.2 -5.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.8 10 -2 6.1 -2.1
BGIG Bahl & Gaynor Income Growth ETF 3.7 45 -37 5.3 -2.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.7 15 -7 6.0 -2.1
AFMC First Trust Active Factor Mid Cap ETF 3.7 65 -57 8.5 +0.3
IGPT Invesco AI and Next Gen Software ETF 3.7 60 -52 4.2 -3.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.7 35 -27 7.2 -0.9
OSCV Opus Small Cap Value ETF 3.7 79 -71 7.3 -0.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.6 20 -12 5.7 -2.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.6 35 -27 6.4 -1.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.6 12 -4 7.6 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.5 6 2 3.0 -5.1
XMMO Invesco S&P MidCap Momentum ETF 3.5 34 -26 4.3 -3.8
VONV Vanguard Russell 1000 Value ETF 3.5 7 1 6.7 -1.5
IWD iShares Russell 1000 Value ETF 3.5 19 -11 6.5 -1.6
ETHO Etho Climate Leadership U.S. ETF 3.5 47 -39 5.7 -2.5
VOT Vanguard Mid-Cap Growth ETF 3.5 7 1 3.5 -4.7
JAVA JPMorgan Active Value ETF 3.5 44 -36 6.5 -1.7
SMMD iShares Russell 2500 ETF 3.4 15 -7 7.0 -1.1
SCHV Schwab U.S. Large-Cap Value ETF 3.3 4 4 6.8 -1.3
EZM WisdomTree U.S. MidCap Fund 3.3 38 -30 8.9 +0.8
RJMG FT Raymond James Multicap Growth Equity ETF 3.2 85 -77 3.0 -5.1
JPEF JPMorgan Equity Focus ETF 3.2 50 -42 4.4 -3.7
FELV Fidelity Enhanced Large Cap Value ETF 3.2 18 -10 6.8 -1.3
EES WisdomTree U.S. SmallCap Fund 3.2 38 -30 8.9 +0.8
REVS Columbia Research Enhanced Value ETF 3.2 19 -11 7.9 -0.2
VFMV Vanguard U.S. Minimum Volatility ETF 3.0 13 -5 6.0 -2.2
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 -7 7.0 -1.1
VEGN US Vegan Climate ETF 3.0 60 -52 4.5 -3.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.0 55 -47 4.2 -3.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.0 35 -27 10.0 +1.8
MBOX Freedom Day Dividend ETF 3.0 39 -31 7.9 -0.2
SIXG Defiance Connective Technologies ETF 2.9 30 -22 3.9 -4.3
NIXT Research Affiliates Deletions ETF 2.9 9 -1 8.5 +0.4
ROSC Hartford Multifactor Small Cap ETF 2.9 34 -26 9.3 +1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.9 12 -4 5.0 -3.1
BDIV AAM Brentview Dividend Growth ETF 2.8 49 -41 4.6 -3.5
BEEX BeeHive ETF 2.8 84 -76 4.3 -3.8
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 -2 4.8 -3.4
BEDZ AdvisorShares Hotel ETF 2.8 100 -92 7.6 -0.6
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 -34 4.4 -3.7
QUVU Hartford Quality Value ETF 2.8 46 -38 7.6 -0.5
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 -31 7.7 -0.4
SSPY Syntax Stratified LargeCap ETF 2.7 30 -22 6.9 -1.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.7 65 -57 6.5 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.7 60 -52 5.8 -2.3
JVAL JPMorgan U.S. Value Factor ETF 2.7 12 -4 8.0 -0.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.6 65 -57 0.1 -8.0
TMFG Motley Fool Global Opportunities ETF 2.6 85 -77 4.1 -4.1
FLRG Fidelity U.S. Multifactor ETF 2.6 15 -7 7.0 -1.1
DIV Global X SuperDividend US ETF 2.6 45 -37 10.9 +2.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 -1 4.9 -3.3
DEUS Xtrackers Russell US Multifactor ETF 2.6 17 -9 7.0 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 2.5 67 -59 10.3 +2.2
IUSV iShares Core S&P US Value ETF 2.5 4 4 6.5 -1.7
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -57 4.2 -4.0
EVUS iShares ESG Aware MSCI USA Value ETF 2.4 18 -10 6.6 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 -7 5.4 -2.7
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 -18 6.4 -1.7
FNK First Trust Mid Cap Value AlphaDEX Fund 2.4 70 -62 11.2 +3.1
DIVB iShares Core Dividend ETF 2.4 5 3 8.4 +0.3
INCE Franklin Income Equity Focus ETF 2.4 29 -21 6.0 -2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 -7 4.9 -3.3
AFLG First Trust Active Factor Large Cap ETF 2.4 55 -47 6.4 -1.7
VTV Vanguard Value ETF 2.3 4 4 6.9 -1.2
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 -1 5.6 -2.5
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 -32 6.0 -2.2
FPX First Trust US Equity Opportunities ETF 2.3 61 -53 1.0 -7.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.3 19 -11 5.5 -2.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -48 6.3 -1.8
FESM Fidelity Enhanced Small Cap ETF 2.3 28 -20 7.0 -1.2
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -40 4.4 -3.7
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.3 5 3 8.2 +0.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.3 60 -52 6.5 -1.6
NULC Nuveen ESG Large-Cap ETF 2.2 21 -13 4.7 -3.4
KNCT Invesco Next Gen Connectivity ETF 2.2 40 -32 4.5 -3.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.2 35 -27 5.2 -2.9
CGUS Capital Group Core Equity ETF 2.2 33 -25 4.4 -3.7
ONEO SPDR Russell 1000 Momentum Focus ETF 2.2 20 -12 6.9 -1.2
USMF WisdomTree U.S. Multifactor Fund 2.2 28 -20 7.4 -0.7
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 -4 4.6 -3.5
VOOV Vanguard S&P 500 Value ETF 2.2 7 1 6.3 -1.8
IVE iShares S&P 500 Value ETF 2.2 18 -10 6.2 -1.9
SPYV SPDR Portfolio S&P 500 Value ETF 2.2 4 4 6.3 -1.8
FMKT The Free Markets ETF 2.2 76 -68 3.5 -4.6
STXV Strive 1000 Value ETF 2.2 18 -10 8.3 +0.2
FVAL Fidelity Value Factor ETF 2.2 15 -7 6.9 -1.3
PRXV Praxis Impact Large Cap Value ETF 2.1 36 -28 6.8 -1.3
NXTG First Trust Indxx NextG ETF 2.1 70 -62 4.9 -3.2
HLGE Hartford Longevity Economy ETF 2.1 44 -36 6.2 -1.9
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 -17 5.3 -2.8
VLU SPDR S&P 1500 Value Tilt ETF 2.1 12 -4 7.5 -0.6
KLMN Invesco MSCI North America Climate ETF 2.1 9 -1 5.0 -3.1
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 -1 4.8 -3.4
DSPY Tema S&P 500 Historical Weight ETF 2.1 18 -10 5.2 -2.9
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -53 5.9 -2.2
ASLV Allspring Special Large Value ETF 2.1 35 -27 6.7 -1.4
JHML John Hancock Multifactor Large Cap ETF 2.1 29 -21 5.4 -2.8
CVAR Cultivar ETF 2.1 87 -79 7.2 -1.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.0 65 -57 4.8 -3.3
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 -31 6.8 -1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.0 14 -6 4.9 -3.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 -17 5.6 -2.6
NUMG Nuveen ESG Mid-Cap Growth ETF 2.0 31 -23 2.6 -5.5
FDMO Fidelity Momentum Factor ETF 2.0 15 -7 3.6 -4.5
SHE SPDR MSCI USA Gender Diversity ETF 2.0 20 -12 5.1 -3.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -42 8.9 +0.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.0 60 -52 10.5 +2.4
CGDV Capital Group Dividend Value ETF 2.0 33 -25 4.7 -3.5
XDAT Franklin Exponential Data ETF 2.0 50 -42 2.3 -5.8
FTCS First Trust Capital Strength ETF 2.0 55 -47 5.9 -2.2
VLUE iShares MSCI USA Value Factor ETF 1.9 15 -7 9.0 +0.9
FQAL Fidelity Quality Factor ETF 1.9 15 -7 5.8 -2.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.9 55 -47 10.5 +2.3
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 -7 6.9 -1.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 -7 4.6 -3.6
TEXN iShares Texas Equity ETF 1.9 20 -12 6.1 -2.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -35 6.3 -1.9
FYT First Trust Small Cap Value AlphaDEX Fund 1.9 73 -65 12.2 +4.1
YALL God Bless America ETF 1.9 65 -57 4.5 -3.6
ROE Astoria US Quality Kings ETF 1.9 49 -41 6.9 -1.2
DSI iShares MSCI KLD 400 Social ETF 1.9 25 -17 4.8 -3.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.9 18 -10 5.9 -2.2
DIVL Madison Dividend Value ETF 1.9 65 -57 6.1 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 -3 4.9 -3.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 -32 3.9 -4.3
SPGP Invesco S&P 500 GARP ETF 1.9 34 -26 6.9 -1.2
JQUA JPMorgan U.S. Quality Factor ETF 1.9 12 -4 6.0 -2.1
JOET Virtus Terranova US Quality Momentum ETF 1.9 29 -21 4.9 -3.2
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -40 4.5 -3.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.9 7 1 5.1 -3.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -39 5.7 -2.4
TOPC iShares S&P 500 3% Capped ETF 1.8 15 -7 5.1 -3.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.8 29 -21 6.5 -1.6
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 -28 4.9 -3.2
VTI Vanguard Total Stock Market ETF 1.8 3 5 4.9 -3.3
VTHR Vanguard Russell 3000 ETF 1.8 7 1 4.9 -3.3
IWV iShares Russell 3000 ETF 1.8 20 -12 4.7 -3.4
IWX iShares Russell Top 200 Value ETF 1.8 20 -12 6.1 -2.0
FDWM Fidelity Women's Leadership ETF 1.8 59 -51 4.9 -3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 5 4.9 -3.3
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 -2 5.0 -3.1
APUE ActivePassive U.S. Equity ETF 1.8 45 -37 4.7 -3.4
SCHB Schwab U.S. Broad Market ETF 1.8 3 5 5.0 -3.1
SUSA iShares MSCI USA ESG Select ETF 1.8 25 -17 4.7 -3.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.8 3 5 5.1 -3.0
HGRO Hedgeye Quality Growth ETF 1.7 70 -62 3.3 -4.8
ROUS Hartford Multifactor US Equity ETF 1.7 19 -11 7.0 -1.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 0 5.0 -3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.7 60 -52 7.1 -1.0
IWB iShares Russell 1000 ETF 1.7 15 -7 4.9 -3.3
VONE Vanguard Russell 1000 ETF 1.7 7 1 4.9 -3.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.7 40 -32 7.7 -0.4
FDLO Fidelity Low Volatility Factor ETF 1.7 15 -7 5.5 -2.6
ILCV iShares Morningstar Value ETF 1.7 4 4 6.4 -1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 6 4.9 -3.2
SMDV ProShares Russell 2000 Dividend Growers ETF 1.7 40 -32 8.0 -0.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -44 6.3 -1.8
SCHK Schwab 1000 Index ETF 1.7 5 3 5.0 -3.1
IYY iShares Dow Jones U.S. ETF 1.7 20 -12 4.8 -3.4
SMAP Amplify Small-Mid Cap Equity ETF 1.7 60 -52 5.7 -2.4
XVV iShares ESG Screened S&P 500 ETF 1.7 8 0 4.8 -3.3
SVAL iShares US Small Cap Value Factor ETF 1.6 20 -12 9.2 +1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 1.6 9 -1 4.6 -3.5
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 -12 9.2 +1.1
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -77 4.2 -4.0
SCHX Schwab U.S. Large-Cap ETF 1.6 3 5 4.9 -3.2
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -51 4.1 -4.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.6 59 -51 2.0 -6.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -62 2.2 -5.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 1 4.8 -3.3
WLDR Affinity World Leaders Equity ETF 1.6 67 -59 7.3 -0.9
FNDB Schwab Fundamental US Broad Market Index ETF 1.6 25 -17 7.5 -0.7
STXD Strive 1000 Dividend Growth ETF 1.6 35 -27 5.0 -3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 8 4.9 -3.2
CAML Congress Large Cap Growth ETF 1.6 66 -58 3.6 -4.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -31 10.1 +2.0
PBUS Invesco MSCI USA ETF 1.5 4 4 4.9 -3.3
OPTZ Optimize Strategy Index ETF 1.5 50 -42 4.8 -3.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 -1 4.8 -3.4
JEPI JPMorgan Equity Premium Income ETF 1.5 35 -27 5.8 -2.3
ZECP Zacks Earnings Consistent Portfolio ETF 1.5 55 -47 4.9 -3.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 -12 4.7 -3.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -56 1.2 -7.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 -2 5.0 -3.2
VOTE TCW Transform 500 ETF 1.5 5 3 4.9 -3.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 -17 5.2 -2.9
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 5 4.9 -3.3
SPY SPDR S&P 500 ETF Trust 1.5 9 -1 4.9 -3.3
IVV iShares Core S&P 500 ETF 1.5 3 5 4.9 -3.2
VOO Vanguard S&P 500 ETF 1.5 3 5 4.9 -3.2
AFSM First Trust Active Factor Small Cap ETF 1.5 75 -67 7.6 -0.5
SPXM Azoria 500 Meritocracy ETF 1.5 47 -39 4.5 -3.6
CHRI Global X S&P 500 Christian Values ETF 1.5 29 -21 4.6 -3.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 -21 4.7 -3.5
TMDV ProShares Russell US Dividend Growers ETF 1.5 35 -27 7.2 -1.0
STXG Strive 1000 Growth ETF 1.5 18 -10 3.8 -4.3
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 -2 5.6 -2.5
RAUS RACWI US ETF 1.4 15 -7 4.8 -3.3
IETC iShares U.S. Tech Independence Focused ETF 1.4 18 -10 3.7 -4.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 -12 5.0 -3.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 -22 7.0 -1.1
GXLC Global X U.S. 500 ETF 1.4 2 6 4.9 -3.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.4 9 -1 5.3 -2.8
LRGF iShares U.S. Equity Factor ETF 1.4 8 0 5.4 -2.7
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 -2 4.9 -3.2
GURU Global X Guru Index ETF 1.4 75 -67 3.1 -5.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 -1 5.1 -3.0
FTA First Trust Large Cap Value AlphaDEX Fund 1.4 59 -51 9.1 +1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.4 11 -3 5.1 -3.1
DGT SPDR Global Dow ETF 1.4 50 -42 6.6 -1.5
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -42 5.5 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -67 5.7 -2.5
VV Vanguard Large-Cap ETF 1.3 4 4 4.8 -3.3
STRV Strive 500 ETF 1.3 5 3 4.8 -3.3
ILCG iShares Morningstar Growth ETF 1.3 4 4 3.8 -4.4
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -71 4.0 -4.1
SFY SoFi Select 500 ETF 1.3 0 8 4.4 -3.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -72 6.9 -1.2
TMFS Motley Fool Small-Cap Growth ETF 1.3 85 -77 3.2 -4.9
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 -10 4.7 -3.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 -51 6.0 -2.2
ACVF American Conservative Values ETF 1.3 75 -67 4.3 -3.8
DEMZ Democratic Large Cap Core ETF 1.3 45 -37 4.4 -3.7
RECS Columbia Research Enhanced Core ETF 1.3 15 -7 5.8 -2.3
ESGU iShares ESG Aware MSCI USA ETF 1.3 15 -7 4.7 -3.4
PFM Invesco Dividend Achievers ETF 1.3 53 -45 5.4 -2.7
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 -21 7.0 -1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.3 35 -27 3.8 -4.3
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 -7 3.7 -4.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.2 79 -71 6.2 -1.9
RVRB Reverb ETF 1.2 30 -22 4.6 -3.6
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -51 4.3 -3.9
YOKE Yoke Core ETF 1.2 42 -34 5.1 -3.1
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -42 4.6 -3.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -37 4.4 -3.7
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 -17 7.3 -0.8
TOK iShares MSCI Kokusai ETF 1.2 26 -18 5.0 -3.2
RWK Invesco S&P MidCap 400 Revenue ETF 1.2 39 -31 10.0 +1.9
SPMO Invesco S&P 500 Momentum ETF 1.2 13 -5 3.9 -4.2
DVND Touchstone Dividend Select ETF 1.1 67 -59 5.7 -2.5
VT Vanguard Total World Stock ETF 1.1 6 2 5.7 -2.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -63 -1.6 -9.7
URTH iShares MSCI World ETF 1.1 24 -16 5.0 -3.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.1 32 -24 5.0 -3.1
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 4 4.2 -3.9
GSPY Gotham Enhanced 500 ETF 1.1 50 -42 5.1 -3.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.1 60 -52 5.3 -2.9
TMAT Main Thematic Innovation ETF 1.1 164 -156 -1.5 -9.6
VALQ American Century U.S. Quality Value ETF 1.1 29 -21 8.1 -0.1
AUSF Global X Adaptive U.S. Factor ETF 1.1 27 -19 9.3 +1.1
SFTY Horizon Managed Risk ETF 1.1 77 -69 4.1 -4.1
CHGX AXS Change Finance ESG ETF 1.0 49 -41 5.3 -2.9
IWO iShares Russell 2000 Growth ETF 1.0 24 -16 0.8 -7.3
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 -2 1.0 -7.2
STOX Horizon Core Equity ETF 1.0 70 -62 4.1 -4.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 -12 5.5 -2.6
LOWV AB US Low Volatility Equity ETF 1.0 48 -40 5.3 -2.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.0 60 -52 7.5 -0.6
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 -10 5.3 -2.9
MDLV Morgan Dempsey Large Cap Value ETF 1.0 58 -50 7.4 -0.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -41 9.3 +1.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 -42 3.7 -4.5
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 -17 6.2 -1.9
RPV Invesco S&P 500 Pure Value ETF 1.0 35 -27 10.5 +2.4
GLRY Inspire Faithward Mid Cap Momentum ETF 1.0 80 -72 6.2 -2.0
ACWI iShares MSCI ACWI ETF 1.0 32 -24 5.4 -2.8
SFYF SoFi Social 50 ETF 1.0 29 -21 1.0 -7.1
RCGE RockCreek Global Equality ETF 1.0 95 -87 6.8 -1.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.0 75 -67 4.6 -3.5
MGK Vanguard Mega Cap Growth ETF 1.0 7 1 4.3 -3.8
QUAL iShares MSCI USA Quality Factor ETF 0.9 15 -7 5.5 -2.6
IVW iShares S&P 500 Growth ETF 0.9 18 -10 4.0 -4.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 4 4.1 -4.0
VOOG Vanguard S&P 500 Growth ETF 0.9 7 1 4.1 -4.0
EPS WisdomTree U.S. LargeCap Fund 0.9 8 0 5.7 -2.4
MGV Vanguard Mega Cap Value ETF 0.9 7 1 6.6 -1.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -41 4.7 -3.4
FFND Future Fund Active ETF 0.9 100 -92 3.8 -4.4
LVOL American Century Low Volatility ETF 0.9 29 -21 5.0 -3.1
FDFF Fidelity Disruptive Finance ETF 0.9 50 -42 4.6 -3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.9 12 -4 4.0 -4.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 -1 5.5 -2.6
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 -15 3.3 -4.8
BLCV iShares Large Cap Value Active ETF 0.9 53 -45 7.6 -0.5
PRAY FIS Christian Stock Fund 0.8 69 -61 5.2 -3.0
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -67 4.8 -3.3
VUG Vanguard Growth ETF 0.8 4 4 4.1 -4.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.8 25 -17 12.7 +4.6
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 -27 3.4 -4.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.8 29 -21 4.7 -3.4
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 -31 10.0 +1.9
HKND Humankind US Stock ETF 0.8 11 -3 7.3 -0.8
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -52 3.9 -4.2
MGC Vanguard Mega Cap ETF 0.8 7 1 4.6 -3.5
JGLO JPMorgan Global Select Equity ETF 0.8 33 -25 5.0 -3.1
QUS SPDR MSCI USA StrategicFactors ETF 0.8 15 -7 5.7 -2.4
FEGE First Eagle Global Equity ETF 0.8 79 -71 6.7 -1.4
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 -31 4.5 -3.6
IWL iShares Russell Top 200 ETF 0.7 15 -7 4.5 -3.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -51 10.8 +2.7
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 -28 3.7 -4.4
FBCV Fidelity Blue Chip Value ETF 0.7 59 -51 7.5 -0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 -11 6.4 -1.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 -22 17.5 +9.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 -34 5.3 -2.8
IWC iShares Micro-Cap ETF 0.6 60 -52 -1.6 -9.7
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 -7 5.9 -2.2
SGRT SMART Earnings Growth 30 ETF 0.6 59 -51 1.4 -6.7
GDIV Harbor Dividend Growth Leaders ETF 0.6 50 -42 5.3 -2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 -7 4.6 -3.5
RWL Invesco S&P 500 Revenue ETF 0.6 39 -31 6.9 -1.3
KRMA Global X Conscious Companies ETF 0.6 43 -35 6.0 -2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 -10 4.0 -4.2
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 -5 10.2 +2.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -67 4.0 -4.1
WDIV SPDR S&P Global Dividend ETF 0.5 40 -32 9.0 +0.9
CSMD Congress SMid Growth ETF 0.5 69 -61 3.8 -4.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.5 70 -62 5.0 -3.2
SDIV Global X Superdividend ETF 0.5 58 -50 42.5 +34.3
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -44 3.6 -4.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -22 8.3 +0.2
HELX Franklin Genomic Advancements ETF 0.5 50 -42 -0.4 -8.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.5 35 -27 7.7 -0.4
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 -21 7.9 -0.2
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 -22 5.9 -2.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 -13 3.7 -4.4
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 -41 5.7 -2.4
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 -27 13.5 +5.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -27 6.2 -1.9
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -51 2.9 -5.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -52 -1.0 -9.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 -17 6.0 -2.1
MGMT Ballast Small/Mid Cap ETF 0.3 110 -102 8.6 +0.5
TMFC Motley Fool 100 Index ETF 0.3 50 -42 3.4 -4.7
TMFX Motley Fool Next Index ETF 0.3 50 -42 3.3 -4.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 4 3.9 -4.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -30 4.5 -3.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 -12 6.0 -2.1
AIEQ AI Powered Equity ETF 0.3 75 -67 4.9 -3.2
IEDI iShares U.S. Consumer Focused ETF 0.3 18 -10 5.9 -2.3
SIXS ETC 6 Meridian Small Cap Equity ETF 0.3 89 -81 9.8 +1.7
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -117 6.8 -1.3
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -42 2.5 -5.6
DAK Dakota Active Equity ETF 0.2 43 -35 4.5 -3.7
IUS Invesco RAFI Strategic US ETF 0.2 19 -11 6.9 -1.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 -27 10.4 +2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -57 2.3 -5.8
GQQQ Astoria US Quality Growth Kings ETF 0.2 35 -27 4.7 -3.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 -4 4.6 -3.5
GLOF iShares Global Equity Factor ETF 0.2 20 -12 6.7 -1.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -30 10.2 +2.1
PKW Invesco Buyback Achievers ETF 0.1 62 -54 8.3 +0.2
OEF iShares S&P 100 ETF 0.1 20 -12 4.4 -3.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -52 8.7 +0.5
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 -14 5.8 -2.3
IWF iShares Russell 1000 Growth ETF 0.1 19 -11 4.2 -3.9
VONG Vanguard Russell 1000 Growth ETF 0.1 7 1 4.4 -3.8
EBI Longview Advantage ETF 0.1 35 -27 6.8 -1.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -28 11.2 +3.1
MVPA Miller Value Partners Appreciation ETF 0.0 60 -52 9.1 +1.0
IWY iShares Russell Top 200 Growth ETF 0.0 20 -12 4.4 -3.7
CSD Invesco S&P Spin-Off ETF 0.0 65 -57 4.1 -4.0
AVUQ Avantis U.S. Quality ETF 0.0 15 -7 4.4 -3.7

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 Core U.S. REIT 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 15.0 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 8.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 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.