iShares Core U.S. REIT ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate equities. |
Category | US Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | May 01, 2007 |
Assets (mns) | $2,043 |
Currency | USD |
Expense ratio | 8 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 | 136 |
Wgt avg mkt cap (mns) | $26,438 |
Large cap (>$10bn) | 68.7% |
Mid cap ($2-10bn) | 25.0% |
Small cap (<$2bn) | 6.4% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 10.7 % |
EQUINIX INC | 7.6 % |
WELLTOWER, INC. | 4.7 % |
PUBLIC STORAGE | 4.2 % |
DIGITAL REALTY TRUST INC | 4.2 % |
SIMON PROPERTY GROUP INC | 4.1 % |
REALTY INCOME CORP | 3.7 % |
VICI PROPERTIES INC | 3.0 % |
EXTRA SPACE STORAGE INC | 2.8 % |
AVALONBAY COMMUNITIES INC | 2.5 % | Total | 47.6 % |
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UNITED STATES | 99.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
4.7% | -0.7% | 3.8% | 6.7% | 4.1% |
versus... | Beta | R-squared |
S&P500 | 1.05 | 82% |
MSCI EAFE | 1.01 | 70% |
MSCI Emg. Mkts. | 0.69 | 36% |
Recent close | $49.88 |
30d moving avg. | $46.29 |
Annualized volatility | 20.5% |
Short interest (ETF) | 0.4% |
Short interest (Underlying) | 3.2% |
Relative strength (RSI) | 48 |
Avg. volume (thou.) | 329 |
Turnover | 0.8% |
Bid/Ask (% of price) | 0.05% |
ADV underlying (mns) | $2,767 |
FINDING ALTERNATIVE FUNDS
Below is a list of 535 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™: | 7.8% |
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 | 96.9 | 50 | -42 | 7.4 | -0.4 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 96.3 | 11 | -3 | 7.8 | +0.1 |
RWR | SPDR Dow Jones REIT ETF | 89.6 | 25 | -17 | 7.4 | -0.4 |
DFAR | Dimensional US Real Estate ETF | 84.7 | 19 | -11 | 7.4 | -0.4 |
SCHH | Schwab U.S. REIT ETF | 81.4 | 7 | 1 | 7.7 | -0.1 |
FREL | Fidelity MSCI Real Estate Index ETF | 75.9 | 8 | -0 | 7.5 | -0.3 |
IYR | iShares U.S. Real Estate ETF | 73.3 | 40 | -32 | 7.2 | -0.6 |
REET | iShares Global REIT ETF | 70.4 | 14 | -6 | 7.3 | -0.4 |
XLRE | The Real Estate Select Sector SPDR Fund | 68.5 | 10 | -2 | 7.2 | -0.6 |
RWO | SPDR Dow Jones Global Real Estate ETF | 68.4 | 50 | -42 | 6.8 | -1.0 |
VNQ | Vanguard REIT Index Fund | 66.6 | 12 | -4 | 7.4 | -0.3 |
ICF | iShares Cohen & Steers REIT ETF | 66.3 | 33 | -25 | 7.1 | -0.7 |
DFGR | Dimensional Global Real Estate ETF | 62.0 | 22 | -14 | 7.1 | -0.7 |
AVRE | Avantis Real Estate ETF | 59.3 | 17 | -9 | 6.6 | -1.2 |
CRED | Columbia Research Enhanced Real Estate ETF | 56.9 | 33 | -25 | 7.6 | -0.2 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 56.1 | 53 | -45 | 7.2 | -0.5 |
PSR | Invesco Active U.S. Real Estate Fund | 54.8 | 35 | -27 | 6.9 | -0.9 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 52.7 | 40 | -32 | 7.5 | -0.3 |
FPRO | Fidelity Real Estate Investment ETF | 52.2 | 59 | -51 | 5.8 | -2.0 |
JPRE | JPMorgan Realty Income ETF | 49.1 | 50 | -42 | 6.5 | -1.3 |
ROOF | IQ US Real Estate Small Cap ETF | 47.3 | 60 | -52 | 8.4 | +0.7 |
ERET | iShares Environmentally Aware Real Estate ETF | 47.3 | 30 | -22 | 7.2 | -0.5 |
PRVT | Private Real Estate Strategy via Liquid REITs ETF | 42.8 | 59 | -51 | 7.5 | -0.3 |
RITA | ETFB Green SRI REITs ETF | 41.8 | 50 | -42 | 5.7 | -2.1 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 41.7 | 45 | -37 | 7.3 | -0.5 |
REZ | iShares Residential Real Estate Capped ETF | 35.6 | 48 | -40 | 6.7 | -1.1 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 34.9 | 59 | -51 | 5.6 | -2.2 |
JRE | Janus Henderson U.S. Real Estate ETF | 34.9 | 65 | -57 | 7.0 | -0.7 |
BYRE | Principal Real Estate Active Opportunities ETF | 32.5 | 65 | -57 | 6.3 | -1.5 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 30.8 | 75 | -67 | 4.7 | -3.0 |
NURE | Nuveen Short-Term REIT ETF | 29.2 | 35 | -27 | 6.2 | -1.6 |
IVRA | Invesco Real Assets ESG ETF | 28.7 | 59 | -51 | 7.1 | -0.7 |
IQRA | IQ CBRE Real Assets ETF | 28.1 | 65 | -57 | 5.8 | -1.9 |
WTRE | WisdomTree New Economy Real Estate Fund | 23.8 | 58 | -50 | 5.2 | -2.6 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 22.7 | 55 | -47 | 6.0 | -1.8 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 21.7 | 60 | -52 | 3.7 | -4.1 |
HAUS | Residential REIT Income ETF | 20.7 | 60 | -52 | 6.6 | -1.2 |
HOMZ | Hoya Capital Housing ETF | 20.2 | 30 | -22 | 8.7 | +0.9 |
SPYD | SPDR S&P 500 High Dividend ETF | 18.5 | 7 | 1 | 10.5 | +2.7 |
BLDG | Cambria Global Real Estate ETF | 17.5 | 60 | -52 | 9.3 | +1.5 |
RESI | Kelly Residential & Apartment Real Estate ETF | 17.3 | 68 | -60 | 6.9 | -0.9 |
VRAI | Virtus Real Asset Income ETF | 16.5 | 55 | -47 | 9.2 | +1.5 |
RDOG | ALPS REIT Dividend Dogs ETF | 16.2 | 35 | -27 | 14.0 | +6.2 |
RIET | Hoya Capital High Dividend Yield ETF | 15.8 | 50 | -42 | 14.1 | +6.3 |
NETL | NETLease Corporate Real Estate ETF | 14.0 | 60 | -52 | 10.1 | +2.3 |
SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 13.7 | 55 | -47 | 6.0 | -1.8 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 13.5 | 69 | -61 | 9.2 | +1.4 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 12.0 | 75 | -67 | 6.8 | -1.0 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 11.8 | 50 | -42 | 1.7 | -6.1 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 11.5 | 27 | -19 | 9.4 | +1.7 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 11.4 | 30 | -22 | 10.5 | +2.7 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 11.2 | 49 | -41 | 6.4 | -1.3 |
BIBL | Inspire ETF | 11.1 | 35 | -27 | 5.4 | -2.4 |
ICAP | InfraCap Equity Income Fund ETF | 10.7 | 171 | -163 | 7.0 | -0.8 |
BYTE | Roundhill IO Digital Infrastructure ETF | 9.5 | 46 | -38 | 9.2 | +1.4 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 9.2 | 20 | -12 | 10.8 | +3.0 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 9.1 | 15 | -7 | 8.7 | +1.0 |
CVY | Invesco Zacks Multi-Asset Income ETF | 9.0 | 100 | -92 | 11.8 | +4.0 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 9.0 | 15 | -7 | 8.8 | +1.0 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 9.0 | 18 | -10 | 8.8 | +1.0 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 8.9 | 25 | -17 | 7.1 | -0.6 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 8.8 | 24 | -16 | 8.7 | +0.9 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 8.7 | 31 | -23 | 8.1 | +0.3 |
IWN | iShares Russell 2000 Value ETF | 8.6 | 24 | -16 | 6.2 | -1.6 |
IWS | iShares Russell Mid-Cap Value ETF | 8.5 | 23 | -15 | 7.3 | -0.5 |
VTWV | Vanguard Russell 2000 Value Index Fund | 8.5 | 15 | -7 | 6.4 | -1.4 |
DON | WisdomTree U.S. MidCap Dividend Fund | 8.4 | 38 | -30 | 9.1 | +1.4 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 8.4 | 20 | -12 | 7.5 | -0.3 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 8.3 | 29 | -21 | 8.6 | +0.8 |
IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | 8.1 | 15 | -7 | 6.8 | -1.0 |
VOE | Vanguard Mid-Cap Value Index Fund | 8.1 | 7 | 1 | 8.1 | +0.3 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 8.1 | 12 | -4 | 5.6 | -2.2 |
HOTL | Kelly Hotel & Lodging Sector ETF | 7.9 | 78 | -70 | 3.4 | -4.3 |
PY | Principal Shareholder Yield Index ETF | 7.8 | 15 | -7 | 7.8 | +0.1 |
FLDZ | RiverNorth Volition America Patriot ETF | 7.7 | 75 | -67 | 6.1 | -1.7 |
CZA | Invesco Zacks Mid-Cap ETF | 7.7 | 69 | -61 | 6.7 | -1.1 |
GRNR | Global X Green Building ETF | 7.7 | 45 | -37 | 7.2 | -0.6 |
DEW | WisdomTree Global High Dividend Fund | 7.6 | 58 | -50 | 9.2 | +1.4 |
BWEB | Bitwise Web3 ETF | 7.6 | 85 | -77 | 1.6 | -6.1 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 7.6 | 35 | -27 | 18.8 | +11.0 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 7.5 | 80 | -72 | 7.0 | -0.8 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 7.4 | 18 | -10 | 8.2 | +0.5 |
MILN | Global X Millennial Consumer ETF | 7.3 | 50 | -42 | 2.3 | -5.4 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 7.3 | 20 | -12 | 6.9 | -0.9 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 7.3 | 6 | 2 | 8.3 | +0.5 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 7.2 | 60 | -52 | 9.5 | +1.7 |
VBR | Vanguard Small Cap Value Index Fund | 7.0 | 7 | 1 | 9.1 | +1.3 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.8 | 12 | -4 | 7.9 | +0.1 |
PSCF | Invesco S&P SmallCap Financials ETF | 6.8 | 29 | -21 | 10.5 | +2.7 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 6.6 | 25 | -17 | 7.0 | -0.7 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 6.6 | 4 | 4 | 6.3 | -1.4 |
VO | Vanguard Mid-Cap Index Fund | 6.6 | 4 | 4 | 6.4 | -1.4 |
IMCB | iShares Morningstar Mid-Cap ETF | 6.6 | 4 | 4 | 6.3 | -1.4 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 6.6 | 10 | -2 | 5.0 | -2.8 |
MDY | SPDR S&P Midcap 400 ETF Trust | 6.6 | 23 | -15 | 7.6 | -0.2 |
BEDZ | AdvisorShares Hotel ETF | 6.5 | 100 | -92 | 2.3 | -5.5 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 6.5 | 10 | -2 | 8.1 | +0.3 |
IJR | iShares Core S&P Small Cap ETF | 6.5 | 6 | 2 | 8.4 | +0.6 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 6.5 | 24 | -16 | 8.5 | +0.8 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 6.5 | 39 | -31 | 12.1 | +4.3 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 6.5 | 3 | 5 | 8.4 | +0.6 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 6.5 | 10 | -2 | 7.8 | +0.0 |
SPDV | AAM S&P 500 High Dividend Value ETF | 6.5 | 29 | -21 | 11.5 | +3.7 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 6.4 | 38 | -30 | 10.0 | +2.3 |
SPMD | SPDR Portfolio Mid Cap ETF | 6.4 | 3 | 5 | 7.8 | +0.0 |
IJH | iShares Core S&P Mid-Cap ETF | 6.4 | 5 | 3 | 7.8 | +0.0 |
AGNG | Global X Aging Population ETF | 6.4 | 50 | -42 | 4.0 | -3.8 |
IWR | iShares Russell Midcap ETF | 6.4 | 18 | -10 | 6.2 | -1.6 |
FCLD | Fidelity Cloud Computing ETF | 6.4 | 39 | -31 | 2.5 | -5.3 |
SCHM | Schwab U.S. Mid-Cap ETF | 6.3 | 4 | 4 | 6.8 | -1.0 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 6.3 | 9 | -1 | 4.1 | -3.6 |
TXS | Texas Capital Texas Equity Index ETF | 6.2 | 49 | -41 | 5.6 | -2.2 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 6.2 | 15 | -7 | 9.3 | +1.5 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 6.2 | 10 | -2 | 5.0 | -2.8 |
IJS | iShares S&P Small-cap 600 Value ETF | 6.2 | 18 | -10 | 9.5 | +1.8 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 6.2 | 15 | -7 | 9.6 | +1.8 |
YPS | Arrow Reverse Cap 500 ETF | 6.1 | 29 | -21 | 7.2 | -0.5 |
VB | Vanguard Small-Cap ETF | 6.1 | 5 | 3 | 5.8 | -1.9 |
ISCV | iShares Morningstar Small Cap Value ETF | 6.0 | 6 | 2 | 8.5 | +0.8 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 5.9 | 20 | -12 | 6.8 | -1.0 |
RNSC | Small Cap US Equity Select ETF | 5.9 | 60 | -52 | 8.8 | +1.0 |
RNMC | Mid Cap US Equity Select ETF | 5.9 | 60 | -52 | 8.9 | +1.1 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 5.9 | 6 | 2 | 4.5 | -3.2 |
FSMD | Fidelity Small-Mid Factor ETF | 5.9 | 29 | -21 | 7.9 | +0.1 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 5.8 | 12 | -4 | 7.8 | +0.1 |
ISMD | Inspire Small/Mid Cap Impact ETF | 5.8 | 54 | -46 | 6.3 | -1.4 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 5.7 | 15 | -7 | 8.5 | +0.8 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 5.6 | 15 | -7 | 7.9 | +0.2 |
FCPI | Fidelity Stocks for Inflation ETF | 5.6 | 29 | -21 | 9.4 | +1.7 |
MAGA | Point Bridge GOP Stock Tracker ETF | 5.4 | 72 | -64 | 6.5 | -1.3 |
GDIV | Harbor Dividend Growth Leaders ETF | 5.4 | 50 | -42 | 6.2 | -1.6 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 5.4 | 7 | 1 | 6.1 | -1.6 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 5.3 | 15 | -7 | 8.3 | +0.6 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 5.3 | 17 | -9 | 5.8 | -2.0 |
SFYX | Sofi Next 500 ETF | 5.3 | 0 | 8 | 6.1 | -1.7 |
SCHA | Schwab U.S. Small-Cap ETF | 5.1 | 4 | 4 | 5.2 | -2.6 |
STXK | Strive Small-Cap ETF | 5.1 | 18 | -10 | 5.7 | -2.1 |
ISCB | iShares Morningstar Small-Cap ETF | 5.1 | 4 | 4 | 5.3 | -2.5 |
KONG | Formidable Fortress ETF | 5.1 | 89 | -81 | 6.7 | -1.0 |
ERTH | Invesco MSCI Sustainable Future ETF | 5.0 | 56 | -48 | 3.8 | -4.0 |
VOT | Vanguard Mid-Cap Growth Index Fund | 5.0 | 7 | 1 | 4.7 | -3.1 |
AFMC | First Trust Active Factor Mid Cap ETF | 5.0 | 65 | -57 | 9.1 | +1.3 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.0 | 9 | -1 | 6.6 | -1.1 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 5.0 | 15 | -7 | 6.0 | -1.8 |
IWM | iShares Russell 2000 ETF | 5.0 | 19 | -11 | 3.9 | -3.9 |
VBK | Vanguard Small-Cap Growth Index Fund | 4.9 | 7 | 1 | 1.3 | -6.5 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 4.9 | 4 | 4 | 6.2 | -1.6 |
VTWO | Vanguard Russell 2000 Index Fund | 4.9 | 10 | -2 | 4.0 | -3.8 |
JHSC | John Hancock Multifactor Small Cap ETF | 4.9 | 42 | -34 | 6.4 | -1.4 |
BLES | Inspire Global Hope Large Cap ETF | 4.9 | 61 | -53 | 6.4 | -1.4 |
JHDV | John Hancock U.S. High Dividend ETF | 4.9 | 34 | -26 | 6.9 | -0.9 |
FDVV | Fidelity Core Dividend ETF | 4.8 | 29 | -21 | 9.1 | +1.4 |
VXF | Vanguard Extended Market Index Fund | 4.8 | 6 | 2 | 4.0 | -3.8 |
RSP | Invesco S&P 500 Equal Weight ETF | 4.8 | 20 | -12 | 6.6 | -1.1 |
SDY | SPDR S&P Dividend ETF | 4.7 | 35 | -27 | 6.9 | -0.8 |
NUDV | Nuveen ESG Dividend ETF | 4.7 | 26 | -18 | 7.5 | -0.3 |
DHS | WisdomTree U.S. High Dividend Fund | 4.6 | 38 | -30 | 9.8 | +2.0 |
QDF | FlexShares Quality Dividend Index Fund | 4.6 | 37 | -29 | 6.2 | -1.6 |
ETHO | Etho Climate Leadership U.S. ETF | 4.6 | 47 | -39 | 5.0 | -2.8 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 4.6 | 39 | -31 | 4.3 | -3.5 |
EUSA | iShares MSCI USA Equal Weighted ETF | 4.6 | 9 | -1 | 6.5 | -1.3 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 4.6 | 20 | -12 | 8.3 | +0.5 |
NUSC | Nuveen ESG Small-Cap ETF | 4.6 | 31 | -23 | 5.7 | -2.0 |
SIZE | iShares MSCI USA Size Factor ETF | 4.5 | 15 | -7 | 6.4 | -1.4 |
BGIG | Bahl & Gaynor Income Growth ETF | 4.5 | 45 | -37 | 5.7 | -2.1 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.4 | 37 | -29 | 6.1 | -1.6 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 4.3 | 60 | -52 | 7.8 | +0.1 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.3 | 42 | -34 | 7.2 | -0.6 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 4.3 | 61 | -53 | 8.8 | +1.1 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 4.3 | 25 | -17 | 6.8 | -1.0 |
XDAT | Franklin Exponential Data ETF | 4.3 | 50 | -42 | 3.2 | -4.6 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 4.2 | 15 | -7 | 7.8 | +0.0 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 4.2 | 12 | -4 | 7.8 | +0.0 |
VICE | AdvisorShares Vice ETF | 4.2 | 99 | -91 | 5.7 | -2.1 |
BJK | VanEck Gaming ETF | 4.2 | 65 | -57 | 1.7 | -6.1 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 4.2 | 20 | -12 | 7.3 | -0.5 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4.2 | 15 | -7 | 6.9 | -0.9 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 4.2 | 6 | 2 | 2.0 | -5.8 |
OSCV | Opus Small Cap Value Plus ETF | 4.1 | 79 | -71 | 6.5 | -1.3 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 4.1 | 15 | -7 | 6.9 | -0.9 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.1 | 17 | -9 | 6.9 | -0.9 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.1 | 50 | -42 | 7.3 | -0.5 |
SNPV | Xtrackers S&P ESG Value ETF | 4.0 | 15 | -7 | 6.2 | -1.6 |
PSC | Principal U.S. Small Cap Index ETF | 4.0 | 38 | -30 | 8.6 | +0.8 |
SMMD | iShares Russell 2500 ETF | 4.0 | 15 | -7 | 6.4 | -1.4 |
BMVP | Invesco Bloomberg MVP Multi-Factor ETF | 3.9 | 60 | -52 | 8.8 | +1.0 |
DTD | WisdomTree U.S.Total Dividend Fund | 3.9 | 28 | -20 | 7.2 | -0.6 |
IWD | iShares Russell 1000 Value ETF | 3.9 | 19 | -11 | 7.1 | -0.7 |
VONV | Vanguard Russell 1000 Value Index Fund | 3.9 | 8 | 0 | 7.2 | -0.6 |
SDG | iShares Sustainable MSCI Global Impact ETF | 3.9 | 49 | -41 | 6.6 | -1.2 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 3.9 | 30 | -22 | 8.4 | +0.6 |
IUSV | iShares Core S&P U.S. Value ETF | 3.8 | 4 | 4 | 6.3 | -1.5 |
PZLD | Puzzle Divdend Leaders | 3.7 | 0 | 8 | 0.0 | -7.8 |
SMDY | Syntax Stratified MidCap ETF | 3.7 | 35 | -27 | 7.5 | -0.3 |
UDI | USCF Dividend Income Fund | 3.7 | 0 | 8 | 0.0 | -7.8 |
SRET | Global X SuperDividend REIT ETF | 3.7 | 59 | -51 | 10.1 | +2.3 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.7 | 35 | -27 | 6.5 | -1.3 |
CLOU | Global X Cloud Computing ETF | 3.7 | 68 | -60 | 1.7 | -6.1 |
VEGN | US Vegan Climate ETF | 3.7 | 60 | -52 | 4.8 | -2.9 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.6 | 4 | 4 | 7.1 | -0.7 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 3.6 | 20 | -12 | 6.2 | -1.5 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 3.6 | 12 | -4 | 8.2 | +0.4 |
HDUS | Hartford Disciplined US Equity ETF | 3.5 | 19 | -11 | 6.5 | -1.3 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 3.5 | 28 | -20 | 6.8 | -1.0 |
IVE | iShares S&P 500 Value ETF | 3.4 | 18 | -10 | 6.0 | -1.8 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 3.4 | 10 | -2 | 5.9 | -1.9 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 3.4 | 4 | 4 | 6.1 | -1.7 |
VOOV | Vanguard S&P 500 Value ETF | 3.4 | 10 | -2 | 6.1 | -1.7 |
STXV | Strive 1000 Value ETF | 3.4 | 18 | -10 | 8.5 | +0.7 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 3.4 | 45 | -37 | -4.2 | -12.0 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 3.4 | 55 | -47 | 4.7 | -3.0 |
WCEO | Hypatia Women CEO ETF | 3.4 | 85 | -77 | 6.3 | -1.5 |
REVS | Columbia Research Enhanced Value ETF | 3.3 | 19 | -11 | 8.1 | +0.4 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 3.3 | 81 | -73 | 3.9 | -3.9 |
AIEQ | AI Powered Equity ETF | 3.2 | 75 | -67 | 4.1 | -3.7 |
USXF | iShares ESG Advanced MSCI USA ETF | 3.2 | 10 | -2 | 5.4 | -2.4 |
CSML | IQ Chaikin U.S. Small Cap ETF | 3.1 | 35 | -27 | 5.8 | -2.0 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 3.1 | 38 | -30 | 10.5 | +2.8 |
IGPT | Invesco AI and Next Gen Software ETF | 3.1 | 56 | -48 | 4.7 | -3.0 |
JRNY | ALPS Global Travel Beneficiaries ETF | 3.1 | 65 | -57 | 0.6 | -7.2 |
GK | AdvisorShares Gerber Kawasaki ETF | 3.0 | 75 | -67 | 3.1 | -4.7 |
SSPY | Syntax Stratified LargeCap ETF | 2.9 | 30 | -22 | 7.0 | -0.8 |
NXTG | First Trust Indxx NextG ETF | 2.9 | 87 | -79 | 5.5 | -2.3 |
TMFG | Motley Fool Global Opportunities ETF | 2.9 | 85 | -77 | 3.4 | -4.3 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 2.9 | 67 | -59 | 11.2 | +3.4 |
SSLY | Syntax Stratified SmallCap ETF | 2.9 | 40 | -32 | 8.1 | +0.4 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.8 | 60 | -52 | 5.4 | -2.4 |
KNCT | Invesco Next Gen Connectivity ETF | 2.8 | 63 | -55 | 5.8 | -2.0 |
WDIV | SPDR Global Dividend ETF | 2.7 | 40 | -32 | 9.7 | +2.0 |
AFSM | First Trust Active Factor Small Cap ETF | 2.7 | 77 | -69 | 9.4 | +1.7 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.7 | 15 | -7 | 5.1 | -2.7 |
RESP | WisdomTree US ESG Fund of Benef Interest | 2.7 | 28 | -20 | 6.2 | -1.6 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 2.7 | 18 | -10 | 7.2 | -0.6 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 2.6 | 25 | -17 | 6.5 | -1.3 |
ROUS | Hartford Multifactor US Equity ETF | 2.6 | 19 | -11 | 6.6 | -1.1 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.6 | 12 | -4 | 8.9 | +1.2 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2.5 | 63 | -55 | 2.7 | -5.1 |
BRNY | Burney U.S. Factor Rotation ETF | 2.5 | 79 | -71 | 6.3 | -1.5 |
VTV | Vanguard Value Index Fund | 2.5 | 4 | 4 | 7.4 | -0.3 |
JAVA | JPMorgan Active Value ETF | 2.5 | 44 | -36 | 6.7 | -1.1 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 2.5 | 80 | -72 | 5.6 | -2.1 |
DIVB | iShares Core Dividend | 2.5 | 5 | 3 | 8.4 | +0.6 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 2.5 | 29 | -21 | 6.0 | -1.8 |
FVAL | Fidelity Value Factor ETF | 2.5 | 29 | -21 | 7.7 | -0.0 |
FLRG | Fidelity U.S. Multifactor ETF | 2.5 | 29 | -21 | 7.9 | +0.1 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 2.5 | 15 | -7 | 7.1 | -0.7 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 2.5 | 25 | -17 | 7.0 | -0.8 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 2.5 | 15 | -7 | 7.0 | -0.8 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 2.5 | 70 | -62 | 12.0 | +4.2 |
ESGV | Vanguard ESG U.S. Stock ETF | 2.5 | 9 | -1 | 5.3 | -2.5 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 2.4 | 9 | -1 | 6.0 | -1.8 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 2.4 | 35 | -27 | 8.6 | +0.9 |
GLIF | AGFiQ Global Infrastructure ETF | 2.4 | 45 | -37 | 5.2 | -2.6 |
USMF | WisdomTree U.S. Multifactor Fund | 2.4 | 28 | -20 | 7.4 | -0.4 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 2.4 | 17 | -9 | 7.5 | -0.3 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 2.4 | 71 | -63 | 1.1 | -6.7 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 2.4 | 25 | -17 | 9.3 | +1.5 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 2.4 | 48 | -40 | 5.1 | -2.7 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 2.4 | 73 | -65 | 15.1 | +7.3 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.3 | 39 | -31 | 7.1 | -0.7 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2.3 | 50 | -42 | 8.8 | +1.0 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 2.3 | 59 | -51 | 8.0 | +0.2 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.3 | 60 | -52 | 7.4 | -0.3 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 2.3 | 59 | -51 | 3.6 | -4.2 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.3 | 52 | -44 | 8.3 | +0.5 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2.3 | 70 | -62 | 5.4 | -2.3 |
TECB | iShares US Tech Breakthrough Multisector ETF | 2.3 | 40 | -32 | 4.5 | -3.3 |
FQAL | Fidelity Quality Factor ETF | 2.3 | 29 | -21 | 5.8 | -2.0 |
FDMO | Fidelity Momentum Factor ETF | 2.2 | 29 | -21 | 4.1 | -3.6 |
DIV | Global X SuperDividend US ETF | 2.2 | 45 | -37 | 8.9 | +1.1 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 2.2 | 15 | -7 | 7.1 | -0.7 |
STXD | Strive 1000 Dividend Growth ETF | 2.2 | 35 | -27 | 5.7 | -2.0 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.2 | 14 | -6 | 5.6 | -2.2 |
VTI | Vanguard Total Stock Market Index Fund | 2.2 | 3 | 5 | 5.3 | -2.4 |
IWV | iShares Russell 3000 ETF | 2.2 | 20 | -12 | 5.3 | -2.5 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.2 | 3 | 5 | 5.4 | -2.3 |
VTHR | Vanguard Russell 3000 Index Fund | 2.2 | 10 | -2 | 5.4 | -2.4 |
SCHB | Schwab U.S. Broad Market ETF | 2.1 | 3 | 5 | 5.5 | -2.3 |
NULV | Nuveen ESG Large-Cap Value ETF | 2.1 | 26 | -18 | 7.4 | -0.4 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.1 | 25 | -17 | 6.2 | -1.6 |
FDWM | Fidelity Women's Leadership ETF | 2.1 | 59 | -51 | 5.7 | -2.1 |
JHML | John Hancock Multifactor Large Cap ETF | 2.1 | 29 | -21 | 6.0 | -1.8 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 2.1 | 49 | -41 | 5.6 | -2.2 |
ROE | Astoria US Quality Kings ETF | 2.1 | 49 | -41 | 8.3 | +0.6 |
LEAD | Siren DIVCON Leaders Dividend ETF | 2.1 | 43 | -35 | 5.9 | -1.9 |
AFLG | First Trust Active Factor Large Cap ETF | 2.1 | 55 | -47 | 6.5 | -1.3 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 2.1 | 47 | -39 | 5.8 | -2.0 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.1 | 3 | 5 | 5.8 | -2.0 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 2.1 | 35 | -27 | 10.6 | +2.9 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 2.1 | 39 | -31 | 6.3 | -1.4 |
EES | WisdomTree SmallCap Earnings Fund | 2.1 | 38 | -30 | 11.4 | +3.6 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.1 | 12 | -4 | 7.7 | -0.1 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.1 | 20 | -12 | 7.4 | -0.3 |
DSI | iShares MSCI KLD 400 Social ETF | 2.0 | 25 | -17 | 5.5 | -2.3 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.0 | 20 | -12 | 5.6 | -2.2 |
IWB | iShares Russell 1000 ETF | 2.0 | 15 | -7 | 5.4 | -2.4 |
IYY | iShares Dow Jones U.S. ETF | 2.0 | 20 | -12 | 5.3 | -2.4 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 2.0 | 65 | -57 | 5.3 | -2.5 |
ILCV | iShares Morningstar Value ETF | 2.0 | 4 | 4 | 7.3 | -0.5 |
SCHK | Schwab 1000 Index ETF | 2.0 | 5 | 3 | 5.5 | -2.2 |
VONE | Vanguard Russell 1000 ETF | 2.0 | 8 | 0 | 5.5 | -2.3 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 2.0 | 25 | -17 | 6.2 | -1.6 |
SPLV | Invesco S&P 500 Low Volatility ETF | 2.0 | 25 | -17 | 6.0 | -1.8 |
FDLO | Fidelity Low Volatility Factor ETF | 2.0 | 29 | -21 | 5.4 | -2.3 |
JEPI | JPMorgan Equity Premium Income ETF | 2.0 | 35 | -27 | 5.6 | -2.2 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.0 | 9 | -1 | 5.3 | -2.5 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 2.0 | 45 | -37 | 4.3 | -3.5 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 2.0 | 60 | -52 | 6.1 | -1.7 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.0 | 12 | -4 | 5.4 | -2.4 |
IQSU | IQ Candriam ESG US Equity ETF | 2.0 | 9 | -1 | 5.0 | -2.8 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 2.0 | 7 | 1 | 5.6 | -2.2 |
JQUA | JPMorgan U.S. Quality Factor ETF | 1.9 | 12 | -4 | 6.0 | -1.8 |
HAPI | Harbor Corporate Culture ETF | 1.9 | 36 | -28 | 5.1 | -2.7 |
RNLC | Large Cap US Equity Select ETF | 1.9 | 60 | -52 | 6.6 | -1.2 |
SCHX | Schwab U.S. Large-Cap ETF | 1.9 | 3 | 5 | 5.5 | -2.2 |
XVV | iShares ESG Screened S&P 500 ETF | 1.9 | 8 | 0 | 5.4 | -2.3 |
FSST | Fidelity Sustainability U.S. Equity ETF | 1.9 | 59 | -51 | 5.5 | -2.3 |
APUE | ActivePassive U.S. Equity ETF | 1.9 | 33 | -25 | 5.4 | -2.4 |
ILCB | iShares Morningstar U.S. Equity ETF | 1.9 | 3 | 5 | 5.5 | -2.3 |
YALL | God Bless America ETF | 1.9 | 65 | -57 | 3.5 | -4.3 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 1.9 | 59 | -51 | 6.1 | -1.6 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.9 | 39 | -31 | 10.9 | +3.1 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 1.9 | 75 | -67 | 3.1 | -4.7 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.9 | 12 | -4 | 5.4 | -2.4 |
QLC | FlexShares US Quality Large Cap Index Fund | 1.8 | 25 | -17 | 5.8 | -2.0 |
TMFM | Motley Fool Mid-Cap Growth ETF | 1.8 | 85 | -77 | 3.2 | -4.5 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 1.8 | 9 | -1 | 5.5 | -2.3 |
VNSE | Natixis Vaughan Nelson Select ETF | 1.8 | 80 | -72 | 4.2 | -3.6 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 1.8 | 59 | -51 | 8.9 | +1.1 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 1.8 | 11 | -3 | 5.5 | -2.3 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 1.8 | 70 | -62 | 2.4 | -5.3 |
ILCG | iShares Morningstar Growth ETF | 1.8 | 4 | 4 | 4.3 | -3.4 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.8 | 65 | -57 | 4.4 | -3.4 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.8 | 20 | -12 | 5.4 | -2.4 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.8 | 15 | -7 | 6.7 | -1.1 |
ROSC | Hartford Multifactor Small Cap ETF | 1.8 | 34 | -26 | 10.7 | +2.9 |
PBUS | Invesco PureBeta MSCI USA ETF | 1.8 | 4 | 4 | 5.5 | -2.3 |
HAPY | Harbor Corporate Culture Leaders ETF | 1.8 | 50 | -42 | 3.8 | -4.0 |
WLDR | Affinity World Leaders Equity ETF | 1.8 | 67 | -59 | 8.7 | +1.0 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.8 | 10 | -2 | 5.5 | -2.2 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 1.7 | 25 | -17 | 7.2 | -0.6 |
FLV | American Century Focused Large Cap Value ETF | 1.7 | 42 | -34 | 6.5 | -1.2 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 1.7 | 2 | 6 | 5.5 | -2.3 |
IVV | iShares Core S&P 500 ETF | 1.7 | 3 | 5 | 5.6 | -2.2 |
SPY | SPDR S&P 500 ETF Trust | 1.7 | 9 | -1 | 5.5 | -2.3 |
SPLG | SPDR Portfolio S&P 500 ETF | 1.7 | 2 | 6 | 5.6 | -2.2 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 1.7 | 56 | -48 | 5.7 | -2.1 |
VOO | VANGUARD S&P 500 ETF | 1.7 | 3 | 5 | 5.6 | -2.2 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 1.7 | 60 | -52 | 7.4 | -0.4 |
VV | Vanguard Large-Cap Index Fund | 1.7 | 4 | 4 | 5.5 | -2.3 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.7 | 11 | -3 | 5.6 | -2.2 |
QUAL | iShares MSCI Usa Quality Factor ETF | 1.7 | 15 | -7 | 6.1 | -1.7 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 1.7 | 80 | -72 | 7.2 | -0.6 |
BUYZ | Franklin Disruptive Commerce ETF | 1.7 | 50 | -42 | 1.7 | -6.0 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.7 | 20 | -12 | 5.3 | -2.5 |
SDIV | Global X SuperDividend ETF | 1.7 | 58 | -50 | 16.3 | +8.5 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 1.7 | 29 | -21 | 6.8 | -1.0 |
SFY | SoFi Select 500 ETF | 1.7 | 0 | 8 | 5.4 | -2.4 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 1.6 | 29 | -21 | 5.4 | -2.4 |
STRV | Strive 500 ETF | 1.6 | 5 | 3 | 5.5 | -2.3 |
RECS | Columbia Research Enhanced Core ETF | 1.6 | 15 | -7 | 6.2 | -1.6 |
GDEF | Goldman Sachs Defensive Equity ETF | 1.6 | 55 | -47 | 5.2 | -2.6 |
QLV | FlexShares US Quality Low Volatility Index Fund | 1.6 | 22 | -14 | 5.2 | -2.6 |
ISHP | First Trust S-Network E-Commerce ETF | 1.6 | 60 | -52 | 3.6 | -4.2 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.6 | 29 | -21 | 7.1 | -0.7 |
FIVG | Defiance Next Gen Connectivity ETF | 1.6 | 30 | -22 | 6.8 | -1.0 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 1.6 | 20 | -12 | 5.5 | -2.3 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.6 | 29 | -21 | 8.1 | +0.4 |
VOTE | Engine No. 1 Transform 500 ETF | 1.6 | 5 | 3 | 5.4 | -2.3 |
SUSA | iShares MSCI USA ESG Select ETF | 1.5 | 25 | -17 | 5.5 | -2.3 |
ADME | Aptus Drawdown Managed Equity ETF | 1.5 | 79 | -71 | 4.8 | -3.0 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.5 | 59 | -51 | 3.5 | -4.3 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.5 | 7 | 1 | 5.5 | -2.3 |
UPWD | JPMorgan Social Advancement ETF | 1.5 | 49 | -41 | 4.8 | -2.9 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 1.5 | 65 | -57 | 4.9 | -2.8 |
GURU | Global X Guru Index ETF | 1.4 | 75 | -67 | 4.3 | -3.5 |
OCEN | IQ Clean Oceans ETF | 1.4 | 45 | -37 | 5.6 | -2.1 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.4 | 10 | -2 | 5.4 | -2.4 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.4 | 9 | -1 | 6.3 | -1.4 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.4 | 10 | -2 | 5.4 | -2.3 |
RVRB | Reverb ETF | 1.4 | 30 | -22 | 5.3 | -2.5 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 1.4 | 39 | -31 | 5.1 | -2.7 |
ESGU | iShares MSCI USA ESG Optimized ETF | 1.4 | 15 | -7 | 5.4 | -2.4 |
SIXA | 6 Meridian Mega Cap Equity ETF | 1.4 | 80 | -72 | 6.9 | -0.8 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.4 | 12 | -4 | 4.9 | -2.9 |
SVAL | iShares US Small Cap Value Factor ETF | 1.3 | 20 | -12 | 12.0 | +4.2 |
CVAR | Cultivar ETF | 1.3 | 87 | -79 | 7.7 | -0.0 |
PFM | Invesco Dividend Achievers ETF | 1.3 | 53 | -45 | 5.9 | -1.9 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.3 | 25 | -17 | 7.2 | -0.5 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.3 | 9 | -1 | 5.7 | -2.1 |
STXG | Strive 1000 Growth ETF | 1.3 | 18 | -10 | 4.4 | -3.3 |
CGUS | Capital Group Core Equity ETF | 1.3 | 33 | -25 | 5.2 | -2.6 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.3 | 9 | -1 | 5.7 | -2.1 |
EQUL | IQ Engender Equality ETF | 1.3 | 45 | -37 | 6.6 | -1.2 |
IWX | iShares Russell Top 200 Value ETF | 1.3 | 20 | -12 | 7.0 | -0.8 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.3 | 75 | -67 | 5.2 | -2.6 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.3 | 49 | -41 | 4.9 | -2.9 |
DFND | Siren DIVCON Dividend Defender ETF | 1.3 | 189 | -181 | 4.9 | -2.9 |
WKLY | SoFi Weekly Dividend ETF | 1.3 | 49 | -41 | 7.7 | -0.0 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 1.3 | 8 | 0 | 6.1 | -1.6 |
MGMT | Ballast Small/Mid Cap ETF | 1.2 | 110 | -102 | 7.6 | -0.2 |
CACG | ClearBridge All Cap Growth ETF | 1.2 | 54 | -46 | 3.6 | -4.2 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.2 | 20 | -12 | 9.3 | +1.5 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.2 | 49 | -41 | 5.4 | -2.4 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.2 | 29 | -21 | 7.5 | -0.3 |
TOK | iShares MSCI Kokusai ETF | 1.2 | 25 | -17 | 5.4 | -2.4 |
ACVF | American Conservative Values ETF | 1.2 | 75 | -67 | 4.8 | -3.0 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 1.2 | 75 | -67 | 4.1 | -3.7 |
FMIL | Fidelity New Millennium ETF | 1.2 | 59 | -51 | 4.4 | -3.4 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.2 | 8 | 0 | 6.8 | -1.0 |
VDNI | V-Shares US Leadership Diversity ETF | 1.2 | 29 | -21 | 5.7 | -2.1 |
DIP | BTD Capital Fund | 1.2 | 129 | -121 | 6.2 | -1.5 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.2 | 39 | -31 | 9.3 | +1.6 |
VUSE | Vident Core US Equity Fund | 1.1 | 50 | -42 | 5.9 | -1.9 |
URTH | iShares MSCI World ETF | 1.1 | 24 | -16 | 5.5 | -2.3 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1.1 | 38 | -30 | 7.8 | 0.0 |
VT | Vanguard Total World Stock ETF | 1.1 | 7 | 1 | 5.1 | -2.6 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.1 | 23 | -15 | 3.9 | -3.9 |
PFI | Invesco DWA Financial Momentum ETF | 1.1 | 60 | -52 | 8.6 | +0.8 |
DVND | Touchstone Dividend Select ETF | 1.1 | 67 | -59 | 6.6 | -1.2 |
HLGE | Hartford Longevity Economy ETF | 1.1 | 44 | -36 | 7.0 | -0.8 |
IWC | iShares Micro-Cap ETF | 1.1 | 60 | -52 | -5.4 | -13.2 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.1 | 18 | -10 | 6.3 | -1.4 |
IWO | iShares Russell 2000 Growth ETF | 1.1 | 24 | -16 | 1.2 | -6.6 |
DTEC | ALPS Disruptive Technologies ETF | 1.1 | 50 | -42 | 3.7 | -4.1 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 1.1 | 15 | -7 | 1.3 | -6.5 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 1.1 | 25 | -17 | 6.8 | -1.0 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.0 | 75 | -67 | 6.5 | -1.3 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 1.0 | 32 | -24 | 5.3 | -2.5 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.0 | 90 | -82 | 8.6 | +0.8 |
KRMA | Global X Conscious Companies ETF | 1.0 | 43 | -35 | 5.8 | -1.9 |
VUG | Vanguard Growth Index Fund | 1.0 | 4 | 4 | 4.5 | -3.3 |
PEXL | Pacer US Export Leaders ETF | 1.0 | 60 | -52 | 5.3 | -2.5 |
ACWI | iShares MSCI ACWI ETF | 1.0 | 32 | -24 | 5.6 | -2.2 |
IETC | iShares Evolved U.S. Technology ETF | 1.0 | 18 | -10 | 4.8 | -3.0 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 1.0 | 60 | -52 | 4.7 | -3.1 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 1.0 | 28 | -20 | 6.1 | -1.7 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.9 | 60 | -52 | 7.6 | -0.2 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.9 | 27 | -19 | 5.9 | -1.9 |
BUZZ | VanEck Social Sentiment ETF | 0.9 | 75 | -67 | 1.9 | -5.9 |
FOVL | iShares Focused Value Factor ETF | 0.9 | 25 | -17 | 11.2 | +3.4 |
MGV | Vanguard Mega Cap Value ETF | 0.9 | 7 | 1 | 7.2 | -0.6 |
GSPY | Gotham Enhanced 500 ETF | 0.9 | 50 | -42 | 5.8 | -2.0 |
SPGP | Invesco S&P 500 GARP ETF | 0.9 | 36 | -28 | 8.8 | +1.0 |
DIVD | Altrius Global Dividend ETF | 0.9 | 49 | -41 | 10.2 | +2.4 |
NTZG | Nuveen Global Net Zero Transition ETF | 0.9 | 55 | -47 | 5.1 | -2.6 |
SMCP | AlphaMark Actively Managed Small Cap ETF | 0.8 | 90 | -82 | 0.0 | -7.8 |
VLUE | iShares MSCI USA Value Factor ETF | 0.8 | 15 | -7 | 11.4 | +3.6 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.8 | 35 | -27 | 6.7 | -1.0 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.8 | 20 | -12 | 5.8 | -1.9 |
SPHB | Invesco S&P 500 High Beta ETF | 0.8 | 25 | -17 | 5.9 | -1.8 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 0.8 | 55 | -47 | 5.3 | -2.5 |
JOET | Virtus Terranova US Quality Momentum ETF | 0.8 | 29 | -21 | 6.1 | -1.7 |
HKND | Humankind US Stock ETF | 0.8 | 11 | -3 | 6.8 | -1.0 |
SIXS | 6 Meridian Small Cap Equity ETF | 0.8 | 89 | -81 | 8.7 | +0.9 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.8 | 30 | -22 | 9.5 | +1.7 |
PRAY | FIS Biblically Responsible Risk Managed ETF | 0.8 | 69 | -61 | 6.1 | -1.7 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 0.7 | 40 | -32 | 7.1 | -0.7 |
MGC | Vanguard Mega Cap Index Fund | 0.7 | 7 | 1 | 5.3 | -2.5 |
DGT | SPDR Global Dow ETF | 0.7 | 50 | -42 | 6.4 | -1.4 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.7 | 75 | -67 | 5.2 | -2.5 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.7 | 15 | -7 | 6.3 | -1.5 |
MVPS | Amplify Thematic All-Stars ETF | 0.7 | 49 | -41 | 2.0 | -5.8 |
IWL | iShares Russell Top 200 ETF | 0.7 | 15 | -7 | 5.2 | -2.6 |
TMFS | Motley Fool Small Cap Growth ETF | 0.7 | 85 | -77 | 2.7 | -5.1 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 0.7 | 15 | -7 | 4.7 | -3.1 |
NULC | Nuveen ESG Large-Cap ETF | 0.7 | 21 | -13 | 5.5 | -2.3 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 0.7 | 40 | -32 | 7.9 | +0.1 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.7 | 0 | 8 | 5.3 | -2.4 |
MGK | Vanguard Mega Cap Growth ETF | 0.6 | 7 | 1 | 4.5 | -3.3 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.6 | 42 | -34 | 5.4 | -2.4 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 0.6 | 30 | -22 | 4.7 | -3.0 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 0.6 | 39 | -31 | 8.9 | +1.1 |
HLAL | Wahed FTSE USA Shariah ETF | 0.6 | 50 | -42 | 5.1 | -2.7 |
FVD | First Trust Value Line Dividend Index Fund | 0.6 | 65 | -57 | 6.2 | -1.6 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 0.6 | 25 | -17 | 12.1 | +4.3 |
METV | Roundhill Ball Metaverse ETF | 0.6 | 59 | -51 | 3.9 | -3.9 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.6 | 19 | -11 | 6.8 | -1.0 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.6 | 35 | -27 | 11.5 | +3.7 |
USVT | US Value ETF | 0.6 | 49 | -41 | 12.1 | +4.3 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.6 | 21 | -13 | 4.0 | -3.7 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 0.6 | 30 | -22 | 11.4 | +3.6 |
SPHQ | Invesco S&P 500 Quality ETF | 0.5 | 15 | -7 | 5.8 | -2.0 |
IUSG | iShares Core S&P US Growth ETF | 0.5 | 4 | 4 | 5.7 | -2.1 |
TMFX | Motley Fool Next Index ETF | 0.5 | 50 | -42 | 3.3 | -4.5 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.5 | 50 | -42 | 3.2 | -4.5 |
TMFC | Motley Fool 100 Index ETF | 0.5 | 50 | -42 | 4.1 | -3.6 |
RWL | Invesco S&P 500 Revenue ETF | 0.5 | 39 | -31 | 7.1 | -0.7 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.5 | 75 | -67 | 4.3 | -3.5 |
CSD | Invesco S&P Spin-Off ETF | 0.5 | 65 | -57 | 7.5 | -0.3 |
CSMD | Congress SMid Growth ETF | 0.5 | 69 | -61 | 4.5 | -3.2 |
WTV | WisdomTree US Value Fund | 0.5 | 12 | -4 | 9.2 | +1.4 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.5 | 49 | -41 | 6.4 | -1.4 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.4 | 30 | -22 | 10.4 | +2.6 |
FPX | First Trust US IPO Index Fund | 0.4 | 61 | -53 | -0.6 | -8.4 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.4 | 18 | -10 | 5.2 | -2.6 |
IWF | iShares Russell 1000 Growth ETF | 0.4 | 19 | -11 | 4.9 | -2.9 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.4 | 8 | 0 | 5.0 | -2.8 |
QGRW | WisdomTree U.S. Quality Growth Fund | 0.4 | 28 | -20 | 5.4 | -2.4 |
XT | iShares Exponential Technologies ETF | 0.4 | 46 | -38 | 3.5 | -4.3 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.4 | 4 | 4 | 4.5 | -3.3 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.4 | 30 | -22 | 6.1 | -1.7 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.3 | 25 | -17 | 6.2 | -1.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.3 | 4 | 4 | 5.7 | -2.1 |
VOOG | Vanguard S&P 500 Growth ETF | 0.3 | 10 | -2 | 5.6 | -2.2 |
IVW | iShares S&P 500 Growth ETF | 0.3 | 18 | -10 | 5.5 | -2.3 |
IWY | iShares Russell Top 200 Growth ETF | 0.3 | 20 | -12 | 5.1 | -2.7 |
IUS | Invesco Strategic US ETF | 0.3 | 19 | -11 | 7.7 | -0.1 |
DWAS | Invesco DWA SmallCap Momentum ETF | 0.3 | 60 | -52 | 1.1 | -6.7 |
XSMO | Invesco S&P SmallCap Momentum ETF | 0.3 | 39 | -31 | 6.9 | -0.9 |
HELX | Franklin Genomic Advancements ETF | 0.2 | 50 | -42 | 1.9 | -5.8 |
MJ | ETFMG Alternative Harvest ETF | 0.2 | 75 | -67 | -117.5 | -125.3 |
TOKE | Cambria Cannabis ETF | 0.2 | 42 | -34 | -30.0 | -37.8 |
CNBS | Amplify Seymour Cannabis ETF | 0.2 | 75 | -67 | -54.3 | -62.1 |
MJUS | ETFMG U.S. Alternative Harvest ETF | 0.2 | 75 | -67 | 3.3 | -4.5 |
THCX | The Cannabis ETF | 0.2 | 75 | -67 | -67.9 | -75.7 |
YOLO | AdvisorShares Pure Cannabis ETF | 0.2 | 103 | -95 | -50.5 | -58.2 |
POTX | Global X Cannabis ETF | 0.2 | 51 | -43 | -143.6 | -151.3 |
PKW | Invesco Buyback Achievers ETF | 0.2 | 64 | -56 | 8.0 | +0.2 |
SPMO | Invesco S&P 500 Momentum ETF | 0.2 | 13 | -5 | 4.6 | -3.2 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.2 | 60 | -52 | 4.7 | -3.0 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.2 | 13 | -5 | 10.8 | +3.0 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.2 | 15 | -7 | 5.2 | -2.5 |
FBCG | Fidelity Blue Chip Growth ETF | 0.2 | 59 | -51 | 2.4 | -5.4 |
OEF | iShares S&P 100 ETF | 0.2 | 20 | -12 | 5.2 | -2.6 |
USMV | iShares Edge MSCI Min Vol USA ETF | 0.1 | 15 | -7 | 6.1 | -1.7 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.1 | 39 | -31 | 11.5 | +3.7 |
DGRS | WisdomTree US SmallCap Quality Dividend Growth Fund | 0.1 | 38 | -30 | 10.7 | +2.9 |
FDM | First Trust Dow Jones Select Microcap Index Fund | 0.1 | 60 | -52 | 7.8 | +0.1 |
SQEW | LeaderShares Equity Skew ETF | 0.1 | 75 | -67 | 4.9 | -2.9 |
GLOF | iShares Global Equity Factor ETF | 0.1 | 20 | -12 | 7.2 | -0.6 |
HAP | VanEck Natural Resources ETF | 0.0 | 50 | -42 | 8.1 | +0.4 |
TEQI | T. Rowe Price Equity Income ETF | 0.0 | 54 | -46 | 4.8 | -2.9 |
TDVG | T. Rowe Price Dividend Growth ETF | 0.0 | 50 | -42 | 5.9 | -1.9 |
ARB | AltShares Merger Arbitrage ETF | -6.4 | 77 | -69 | -0.4 | -8.2 |
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
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
---|---|---|---|---|---|---|---|
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
2022 | 2023E | 2024E | |
---|---|---|---|
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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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