iShares Core U.S. REIT ETF
ALTAR
Score™		 2.4% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 40.5x P/Sales
ratio		 6.7x
P/BV
ratio		 2.4x Div.
yield		 4.0%


  • 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) $2,870
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 132
Wgt avg mkt cap (mns) $32,804
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
PROLOGIS INC 9.0 %
WELLTOWER, INC. 7.9 %
EQUINIX INC 7.0 %
SIMON PROPERTY GROUP INC 4.5 %
REALTY INCOME CORP 4.3 %
DIGITAL REALTY TRUST INC 4.3 %
PUBLIC STORAGE 4.1 %
VICI PROPERTIES INC 2.9 %
EXTRA SPACE STORAGE INC 2.6 %
AVALONBAY COMMUNITIES INC 2.6 %
Total 49.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
4.6% 15.4% 6.4% 5.8% 5.0%

Market Correlations
versus... Beta R-squared
S&P500 1.03 72%
MSCI EAFE 0.99 67%
MSCI Emg. Mkts. 0.78 42%

Technical Indicators
Recent close $57.86
30d moving avg. $58.26
Annualized volatility 20.8%
Short interest (ETF) 0.6%
Short interest (Underlying) 3.2%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 386
Turnover 0.8%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $4,952

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 541 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™: 2.4%


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 96.1 50 -42 1.9 -0.5
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 92.9 11 -3 2.3 -0.1
RWR SPDR Dow Jones REIT ETF 86.0 25 -17 2.1 -0.3
DFAR Dimensional US Real Estate ETF 85.9 19 -11 2.3 -0.1
SCHH Schwab U.S. REIT ETF 82.2 7 1 2.5 +0.1
FREL Fidelity MSCI Real Estate Index ETF 77.2 8 -0 2.5 +0.1
VNQ Vanguard Real Estate ETF 76.4 12 -4 2.4 +0.0
IYR iShares U.S. Real Estate ETF 73.7 40 -32 2.7 +0.3
REET iShares Global REIT ETF 71.4 14 -6 3.3 +1.0
RWO SPDR Dow Jones Global Real Estate ETF 71.1 50 -42 2.9 +0.5
XLRE Real Estate Select Sector SPDR Fund 71.0 8 0 6.3 +4.0
ICF iShares Cohen & Steers REIT ETF 70.3 33 -25 2.4 +0.0
DFGR Dimensional Global Real Estate ETF 64.1 22 -14 3.2 +0.8
ERET iShares Environmentally Aware Real Estate ETF 63.2 30 -22 3.1 +0.7
AVRE Avantis Real Estate ETF 62.6 17 -9 3.3 +0.9
PPTY US Diversified Real Estate ETF 55.7 53 -45 1.9 -0.4
VGSR Vert Global Sustainable Real Estate ETF 54.3 47 -39 2.8 +0.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 53.0 40 -32 2.5 +0.2
PSR Invesco Active U.S. Real Estate Fund 52.5 35 -27 2.2 -0.2
FPRO Fidelity Real Estate Investment ETF 52.5 59 -51 1.5 -0.9
JPRE JPMorgan Realty Income ETF 48.4 50 -42 1.4 -1.0
RITA ETFB Green SRI REITs ETF 46.3 50 -42 2.4 +0.0
GQRE FlexShares Global Quality Real Estate Index Fund 44.7 45 -37 4.1 +1.7
IRET iREIT - MarketVector Quality REIT Index ETF 43.7 60 -52 2.3 -0.1
JRE Janus Henderson U.S. Real Estate ETF 42.7 65 -57 1.6 -0.8
REZ iShares Residential and Multisector Real Estate ETF 40.3 48 -40 1.7 -0.7
IVRA Invesco Real Assets ESG ETF 35.3 59 -51 3.5 +1.1
REAI Intelligent Real Estate ETF 33.5 59 -51 0.6 -1.8
BYRE Principal Real Estate Active Opportunities ETF 32.2 65 -57 1.7 -0.7
HAUS Residential REIT ETF 28.8 60 -52 0.7 -1.6
SPRE SP Funds S&P Global REIT Sharia ETF 28.3 55 -47 2.3 -0.0
NURE Nuveen Short-Term REIT ETF 27.2 35 -27 1.5 -0.9
IQRA IQ CBRE Real Assets ETF 26.1 65 -57 2.7 +0.3
HOMZ Hoya Capital Housing ETF 22.0 30 -22 6.3 +3.9
INDS Pacer Industrial Real Estate ETF 21.5 55 -47 3.9 +1.6
DESK VanEck Office and Commercial REIT ETF 20.9 50 -42 1.1 -1.2
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 20.6 60 -52 2.5 +0.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 20.2 7 1 8.2 +5.8
BLLD JPMorgan Sustainable Infrastructure ETF 18.3 49 -41 4.8 +2.4
VRAI Virtus Real Asset Income ETF 17.2 55 -47 7.5 +5.1
RDOG ALPS REIT Dividend Dogs ETF 16.7 35 -27 1.1 -1.3
RIET Hoya Capital High Dividend Yield ETF 15.9 50 -42 6.0 +3.6
ABLD Abacus FCF Real Assets Leaders ETF 14.5 69 -61 5.7 +3.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 13.9 30 -22 7.4 +5.0
NETL NETLease Corporate Real Estate ETF 13.8 60 -52 3.7 +1.3
BIBL Inspire 100 ETF 13.7 35 -27 4.7 +2.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 13.7 27 -19 6.1 +3.8
SRVR Pacer Data & Infrastructure Real Estate ETF 13.5 55 -47 1.1 -1.3
BLDG Cambria Global Real Estate ETF 13.3 60 -52 4.2 +1.8
XMLV Invesco S&P MidCap Low Volatility ETF 12.8 25 -17 6.0 +3.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 11.7 80 -72 6.0 +3.7
DTCR Global X Data Center & Digital Infrastructure ETF 11.3 50 -42 1.7 -0.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 11.3 41 -33 2.8 +0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 11.0 60 -52 6.3 +4.0
CZA Invesco Zacks Mid-Cap ETF 10.5 72 -64 5.9 +3.5
DIVG Invesco S&P 500 High Dividend Growers ETF 10.3 39 -31 5.3 +2.9
DON WisdomTree U.S. MidCap Dividend Fund 9.8 38 -30 8.3 +5.9
DEW WisdomTree Global High Dividend Fund 9.6 58 -50 7.7 +5.4
ICAP InfraCap Equity Income Fund ETF 9.6 171 -163 5.2 +2.9
ONEY SPDR Russell 1000 Yield Focus ETF 9.5 20 -12 9.1 +6.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.5 24 -16 7.6 +5.2
ULVM VictoryShares US Value Momentum ETF 9.2 20 -12 7.2 +4.9
IWN iShares Russell 2000 Value ETF 9.0 24 -16 5.8 +3.4
VTWV Vanguard Russell 2000 Value ETF 8.8 15 -7 5.9 +3.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.8 60 -52 5.7 +3.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.7 60 -52 8.8 +6.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 8.7 12 -4 5.0 +2.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.4 18 -10 7.2 +4.9
AGNG Global X Aging Population ETF 8.4 50 -42 4.2 +1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 8.4 18 -10 8.6 +6.3
MDYV SPDR S&P 400 Mid Cap Value ETF 8.2 15 -7 8.7 +6.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 8.2 15 -7 8.7 +6.3
SRET Global X SuperDividend REIT ETF 8.1 59 -51 8.1 +5.8
MILN Global X Millennial Consumer ETF 7.9 50 -42 3.1 +0.7
IWS iShares Russell Mid-Cap Value ETF 7.8 23 -15 6.5 +4.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.8 10 -2 4.2 +1.8
FDVV Fidelity High Dividend ETF 7.7 15 -7 7.5 +5.1
NUMV Nuveen ESG Mid-Cap Value ETF 7.6 31 -23 6.4 +4.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.6 15 -7 5.8 +3.5
EQAL Invesco Russell 1000 Equal Weight ETF 7.5 20 -12 6.6 +4.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.5 25 -17 4.9 +2.5
IMCV iShares Morningstar Mid-Cap Value ETF 7.5 6 2 7.9 +5.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.4 15 -7 4.3 +1.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.3 29 -21 7.4 +5.0
XJH iShares ESG Screened S&P Mid-Cap ETF 7.3 12 -4 7.0 +4.6
TBG TBG Dividend Focus ETF 7.2 59 -51 7.3 +4.9
FLDZ RiverNorth Patriot ETF 7.1 75 -67 5.9 +3.6
VBR Vanguard Small Cap Value ETF 7.1 7 1 8.5 +6.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.1 60 -52 4.0 +1.7
BWEB Bitwise Web3 ETF 7.0 85 -77 0.1 -2.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 7.0 4 4 6.1 +3.8
FCLD Fidelity Cloud Computing ETF 6.9 39 -31 3.0 +0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.9 39 -31 5.4 +3.1
PY Principal Value ETF 6.9 15 -7 7.1 +4.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.9 10 -2 3.3 +0.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.8 15 -7 7.3 +4.9
CVY Invesco Zacks Multi-Asset Income ETF 6.8 106 -98 10.9 +8.6
TXS Texas Capital Texas Equity Index ETF 6.7 49 -41 5.1 +2.7
PSCF Invesco S&P SmallCap Financials ETF 6.6 29 -21 6.2 +3.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 6.6 24 -16 7.6 +5.3
SPLV Invesco S&P 500 Low Volatility ETF 6.6 25 -17 4.8 +2.5
IJR iShares Core S&P Small Cap ETF 6.6 6 2 7.3 +4.9
STXM Strive Mid-Cap ETF 6.6 18 -10 3.6 +1.3
MDY SPDR S&P Midcap 400 ETF Trust 6.5 24 -16 7.2 +4.8
IJH iShares Core S&P Mid-Cap ETF 6.5 5 3 7.4 +5.0
VOE Vanguard Mid-Cap Value ETF 6.5 7 1 7.2 +4.9
ALTL Pacer Lunt Large Cap Alternator ETF 6.5 60 -52 4.6 +2.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 6.3 3 5 7.4 +5.0
FNDA Schwab Fundamental US Small Co. Index ETF 6.3 25 -17 6.6 +4.2
IVOO Vanguard S&P Mid-Cap 400 ETF 6.3 10 -2 7.3 +4.9
SPDV AAM S&P 500 High Dividend Value ETF 6.3 29 -21 9.8 +7.5
VIOO Vanguard S&P Small-Cap 600 ETF 6.3 10 -2 7.2 +4.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 6.3 3 5 7.4 +5.0
AFMC First Trust Active Factor Mid Cap ETF 6.2 65 -57 8.2 +5.8
VO Vanguard Mid-Cap ETF 6.2 4 4 5.6 +3.3
FSMD Fidelity Small-Mid Multifactor ETF 6.2 15 -7 7.0 +4.6
XJR iShares ESG Screened S&P Small-Cap ETF 6.1 12 -4 6.6 +4.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.1 15 -7 5.9 +3.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.1 20 -12 7.8 +5.4
IWR iShares Russell Midcap ETF 6.1 19 -11 5.8 +3.4
VB Vanguard Small-Cap ETF 6.1 5 3 5.7 +3.4
SCHM Schwab U.S. Mid-Cap ETF 6.1 4 4 6.7 +4.3
PTL Inspire 500 ETF 6.1 9 -1 5.4 +3.0
VOT Vanguard Mid-Cap Growth ETF 6.0 7 1 3.7 +1.3
NIXT Research Affiliates Deletions ETF 6.0 9 -1 3.8 +1.4
STXK Strive Small-Cap ETF 5.9 18 -10 5.5 +3.1
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.9 35 -27 0.8 -1.5
JHDV John Hancock U.S. High Dividend ETF 5.8 34 -26 6.3 +3.9
ISCV iShares Morningstar Small Cap Value ETF 5.7 6 2 8.4 +6.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.7 15 -7 7.3 +4.9
ERTH Invesco MSCI Sustainable Future ETF 5.7 62 -54 2.5 +0.1
IMCB iShares Morningstar Mid-Cap ETF 5.6 4 4 6.0 +3.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5.5 9 -1 4.0 +1.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.5 29 -21 6.8 +4.4
FMET Fidelity Metaverse ETF 5.5 39 -31 5.1 +2.8
DES WisdomTree U.S. SmallCap Dividend Fund 5.5 38 -30 8.7 +6.3
QDF FlexShares Quality Dividend Index Fund 5.4 37 -29 6.2 +3.8
NUDV Nuveen ESG Dividend ETF 5.4 26 -18 6.7 +4.3
IJT iShares S&P Small-Cap 600 Growth ETF 5.4 18 -10 5.1 +2.7
FMDE Fidelity Enhanced Mid Cap ETF 5.4 23 -15 5.8 +3.4
EUSA iShares MSCI USA Equal Weighted ETF 5.3 9 -1 6.0 +3.6
XSLV Invesco S&P SmallCap Low Volatility ETF 5.3 25 -17 5.4 +3.0
ISCB iShares Morningstar Small-Cap ETF 5.3 4 4 5.6 +3.3
SLYG SPDR S&P 600 Small Cap Growth ETF 5.3 15 -7 5.1 +2.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.3 15 -7 5.3 +3.0
BLES Inspire Global Hope ETF 5.3 61 -53 6.8 +4.5
SIZE iShares MSCI USA Size Factor ETF 5.2 15 -7 5.8 +3.4
SDY SPDR S&P Dividend ETF 5.2 35 -27 6.2 +3.8
IJS iShares S&P Small-Cap 600 Value ETF 5.2 18 -10 9.4 +7.1
SDG iShares MSCI Global Sustainable Development Goals ETF 5.2 49 -41 6.0 +3.6
FCPI Fidelity Stocks for Inflation ETF 5.1 15 -7 7.8 +5.4
ISMD Inspire Small/Mid Cap ETF 5.1 54 -46 4.7 +2.3
RSP Invesco S&P 500 Equal Weight ETF 5.1 20 -12 6.3 +4.0
SFYX SoFi Next 500 ETF 5.1 0 8 3.6 +1.2
SLYV SPDR S&P 600 Small Cap Value ETF 5.1 15 -7 9.5 +7.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 5.1 15 -7 9.3 +6.9
BKSE BNY Mellon US Small Cap Core Equity ETF 5.0 4 4 5.9 +3.5
SCHA Schwab U.S. Small-Cap ETF 4.9 4 4 5.3 +2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.9 7 1 6.2 +3.9
RSSL Global X Russell 2000 ETF 4.9 8 0 3.6 +1.2
IWM iShares Russell 2000 ETF 4.9 19 -11 3.6 +1.3
SMLF iShares U.S. SmallCap Equity Factor ETF 4.8 15 -7 6.0 +3.6
ISCG iShares Morningstar Small-Cap Growth ETF 4.8 6 2 2.7 +0.4
PSC Principal U.S. Small-Cap ETF 4.8 38 -30 6.9 +4.6
NUSC Nuveen ESG Small-Cap ETF 4.8 31 -23 5.3 +2.9
VTWO Vanguard Russell 2000 ETF 4.8 10 -2 3.8 +1.4
HAPY Harbor Human Capital Factor Unconstrained ETF 4.8 50 -42 3.4 +1.0
CGDG Capital Group Dividend Growers ETF 4.7 47 -39 6.3 +4.0
IGPT Invesco AI and Next Gen Software ETF 4.7 60 -52 4.9 +2.5
VBK Vanguard Small-Cap Growth ETF 4.7 7 1 1.7 -0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 4.6 17 -9 6.0 +3.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.6 39 -31 10.3 +7.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.6 25 -17 7.8 +5.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.6 39 -31 4.0 +1.7
UDI USCF Dividend Income Fund 4.5 65 -57 6.5 +4.1
VXF Vanguard Extended Market ETF 4.5 6 2 4.5 +2.2
DTD WisdomTree U.S. Total Dividend Fund 4.5 28 -20 6.2 +3.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.5 15 -7 6.0 +3.7
JHMM John Hancock Multifactor Mid Cap ETF 4.5 42 -34 6.5 +4.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.5 17 -9 5.7 +3.3
ESIX SPDR S&P SmallCap 600 ESG ETF 4.5 12 -4 5.9 +3.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.5 15 -7 6.0 +3.6
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 -42 7.3 +5.0
DLN WisdomTree U.S. LargeCap Dividend Fund 4.4 28 -20 5.9 +3.5
DHS WisdomTree U.S. High Dividend Fund 4.3 38 -30 7.8 +5.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.3 20 -12 5.3 +2.9
QDEF FlexShares Quality Dividend Defensive Index Fund 4.3 37 -29 5.9 +3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 -1 6.1 +3.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.2 20 -12 7.4 +5.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.1 30 -22 7.9 +5.6
JHSC John Hancock Multifactor Small Cap ETF 4.1 42 -34 6.9 +4.5
KONG Formidable Fortress ETF 4.1 89 -81 5.7 +3.3
VICE AdvisorShares Vice ETF 4.1 99 -91 6.2 +3.8
BJK VanEck Gaming ETF 4.1 65 -57 3.9 +1.6
SIXL ETC 6 Meridian Low Beta Equity ETF 4.0 80 -72 5.7 +3.4
GVUS Marketbeta Russell 1000 Value Equity ETF 4.0 12 -4 6.5 +4.2
WCEO Hypatia Women CEO ETF 4.0 85 -77 -1.3 -3.7
INRO iShares U.S. Industry Rotation Active ETF 4.0 42 -34 4.1 +1.8
MBCC Monarch Blue Chips Core ETF 3.9 125 -117 3.5 +1.1
AFLG First Trust Active Factor Large Cap ETF 3.9 55 -47 6.2 +3.8
IWD iShares Russell 1000 Value ETF 3.9 19 -11 6.5 +4.1
OSCV Opus Small Cap Value ETF 3.9 79 -71 6.7 +4.4
VONV Vanguard Russell 1000 Value ETF 3.9 8 0 6.6 +4.2
SWP SWP Growth & Income ETF 3.9 99 -91 4.6 +2.2
POWA Invesco Bloomberg Pricing Power ETF 3.9 40 -32 5.3 +3.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.9 10 -2 5.4 +3.0
MAGA Point Bridge America First ETF 3.8 72 -64 6.5 +4.1
SMMD iShares Russell 2500 ETF 3.8 15 -7 6.2 +3.9
BEEZ Honeytree U.S. Equity ETF 3.8 64 -56 3.5 +1.1
HDUS Hartford Disciplined US Equity ETF 3.8 19 -11 5.9 +3.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.8 70 -62 4.4 +2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.8 35 -27 5.7 +3.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.7 6 2 4.1 +1.8
JAVA JPMorgan Active Value ETF 3.7 44 -36 6.3 +3.9
MBOX Freedom Day Dividend ETF 3.7 39 -31 7.4 +5.0
FYX First Trust Small Cap Core AlphaDEX Fund 3.6 61 -53 5.9 +3.5
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 4 6.8 +4.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.6 20 -12 5.5 +3.2
STXV Strive 1000 Value ETF 3.4 18 -10 7.5 +5.1
USXF iShares ESG Advanced MSCI USA ETF 3.4 10 -2 4.9 +2.5
EES WisdomTree U.S. SmallCap Fund 3.3 38 -30 9.1 +6.8
JPEF JPMorgan Equity Focus ETF 3.3 50 -42 4.5 +2.1
RFFC ALPS Active Equity Opportunity ETF 3.3 48 -40 4.5 +2.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -47 4.2 +1.9
FELV Fidelity Enhanced Large Cap Value ETF 3.3 18 -10 6.8 +4.4
EZM WisdomTree U.S. MidCap Fund 3.2 38 -30 9.3 +7.0
BDIV AAM Brentview Dividend Growth ETF 3.2 49 -41 4.3 +2.0
CLOU Global X Cloud Computing ETF 3.2 68 -60 1.9 -0.5
REVS Columbia Research Enhanced Value ETF 3.2 19 -11 7.6 +5.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.2 65 -57 3.0 +0.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.1 65 -57 -3.8 -6.2
TMFG Motley Fool Global Opportunities ETF 3.1 85 -77 3.5 +1.2
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 -7 5.4 +3.0
ROSC Hartford Multifactor Small Cap ETF 3.1 34 -26 9.0 +6.6
VEGN US Vegan Climate ETF 3.0 60 -52 4.6 +2.2
BOUT Innovator IBD Breakout Opportunities ETF 3.0 81 -73 4.8 +2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.0 12 -4 5.1 +2.8
BEDZ AdvisorShares Hotel ETF 2.9 100 -92 2.5 +0.1
GLBL Pacer MSCI World Industry Advantage ETF 2.9 65 -57 5.0 +2.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.9 60 -52 5.4 +3.1
BGIG Bahl & Gaynor Income Growth ETF 2.9 45 -37 5.4 +3.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.9 13 -5 5.5 +3.1
FAB First Trust Multi Cap Value AlphaDEX Fund 2.9 67 -59 10.1 +7.7
BEEX BeeHive ETF 2.8 84 -76 4.7 +2.3
SSPY Syntax Stratified LargeCap ETF 2.8 30 -22 6.6 +4.2
QUVU Hartford Quality Value ETF 2.8 46 -38 7.0 +4.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.8 65 -57 5.4 +3.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.8 35 -27 6.9 +4.5
KNCT Invesco Next Gen Connectivity ETF 2.7 40 -32 5.1 +2.7
PRF Invesco FTSE RAFI US 1000 ETF 2.7 39 -31 7.0 +4.6
DIVB iShares Core Dividend ETF 2.7 5 3 7.7 +5.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.7 9 -1 5.0 +2.6
DIV Global X SuperDividend US ETF 2.6 45 -37 10.1 +7.8
DEUS Xtrackers Russell US Multifactor ETF 2.6 17 -9 6.9 +4.5
KLMN Invesco MSCI North America Climate ETF 2.6 9 -1 5.3 +2.9
IUSV iShares Core S&P US Value ETF 2.6 4 4 6.5 +4.1
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 -4 8.5 +6.2
VTV Vanguard Value ETF 2.5 4 4 6.9 +4.6
FLRG Fidelity U.S. Multifactor ETF 2.5 15 -7 7.1 +4.7
FYT First Trust Small Cap Value AlphaDEX Fund 2.5 73 -65 9.9 +7.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.5 12 -4 8.1 +5.7
GURU Global X Guru Index ETF 2.5 75 -67 4.2 +1.8
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -77 2.6 +0.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.5 70 -62 2.8 +0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 -56 2.4 +0.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 -1 5.6 +3.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 -7 5.1 +2.7
CRUZ Defiance Hotel Airline and Cruise ETF 2.4 45 -37 3.1 +0.8
INCE Franklin Income Equity Focus ETF 2.4 29 -21 5.6 +3.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 -27 4.6 +2.3
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 -7 5.7 +3.4
VLU SPDR S&P 1500 Value Tilt ETF 2.4 12 -4 7.2 +4.8
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 -1 5.0 +2.6
ONEO SPDR Russell 1000 Momentum Focus ETF 2.3 20 -12 6.8 +4.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.3 60 -52 5.7 +3.3
CVAR Cultivar ETF 2.3 87 -79 6.1 +3.7
ILCV iShares Morningstar Value ETF 2.3 4 4 6.7 +4.3
CGUS Capital Group Core Equity ETF 2.3 33 -25 4.6 +2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -48 6.3 +3.9
SMAP Amplify Small-Mid Cap Equity ETF 2.3 60 -52 1.3 -1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.3 60 -52 1.2 -1.2
FESM Fidelity Enhanced Small Cap ETF 2.3 28 -20 3.8 +1.5
NULV Nuveen ESG Large-Cap Value ETF 2.3 26 -18 6.2 +3.8
VOOV Vanguard S&P 500 Value ETF 2.2 10 -2 6.3 +3.9
IVE iShares S&P 500 Value ETF 2.2 18 -10 6.2 +3.9
SPYV SPDR Portfolio S&P 500 Value ETF 2.2 4 4 6.4 +4.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -42 8.3 +6.0
USMF WisdomTree U.S. Multifactor Fund 2.2 28 -20 6.7 +4.3
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -71 4.3 +1.9
YALL God Bless America ETF 2.2 65 -57 4.3 +2.0
PFI Invesco Dorsey Wright Financial Momentum ETF 2.2 60 -52 4.6 +2.2
XDAT Franklin Exponential Data ETF 2.2 50 -42 2.1 -0.3
EVUS iShares ESG Aware MSCI USA Value ETF 2.2 18 -10 6.0 +3.6
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -51 2.8 +0.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.2 71 -63 1.1 -1.3
ETHO Etho Climate Leadership U.S. ETF 2.1 47 -39 5.5 +3.1
DSI iShares MSCI KLD 400 Social ETF 2.1 25 -17 5.2 +2.8
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 -17 5.9 +3.5
FVAL Fidelity Value Factor ETF 2.1 15 -7 7.3 +4.9
APUE ActivePassive U.S. Equity ETF 2.1 45 -37 4.9 +2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -44 6.5 +4.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.1 5 3 7.1 +4.8
NXTG First Trust Indxx NextG ETF 2.1 70 -62 5.8 +3.5
FTA First Trust Large Cap Value AlphaDEX Fund 2.1 59 -51 9.4 +7.1
STXD Strive 1000 Dividend Growth ETF 2.1 35 -27 5.0 +2.6
IWV iShares Russell 3000 ETF 2.1 20 -12 5.0 +2.7
VTHR Vanguard Russell 3000 ETF 2.1 10 -2 5.2 +2.8
VTI Vanguard Total Stock Market ETF 2.1 3 5 5.2 +2.8
CHGX AXS Change Finance ESG ETF 2.1 49 -41 5.3 +3.0
ROE Astoria US Quality Kings ETF 2.1 49 -41 7.0 +4.6
NULC Nuveen ESG Large-Cap ETF 2.1 21 -13 5.0 +2.7
AFSM First Trust Active Factor Small Cap ETF 2.0 75 -67 7.0 +4.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -51 6.5 +4.1
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 -19 9.2 +6.8
JHML John Hancock Multifactor Large Cap ETF 2.0 29 -21 5.6 +3.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.0 12 -4 4.8 +2.4
HLGE Hartford Longevity Economy ETF 2.0 44 -36 5.5 +3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 5 5.2 +2.8
SCHB Schwab U.S. Broad Market ETF 2.0 3 5 5.3 +2.9
MTUM iShares MSCI USA Momentum Factor ETF 2.0 15 -7 3.9 +1.5
FQAL Fidelity Quality Factor ETF 2.0 15 -7 5.9 +3.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 5 5.5 +3.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 -17 5.9 +3.5
CGDV Capital Group Dividend Value ETF 2.0 33 -25 4.9 +2.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 -7 4.3 +1.9
IWB iShares Russell 1000 ETF 1.9 15 -7 5.2 +2.8
VONE Vanguard Russell 1000 ETF 1.9 8 0 5.3 +2.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 -3 5.2 +2.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 -32 4.0 +1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 -6 5.2 +2.9
IWX iShares Russell Top 200 Value ETF 1.9 20 -12 6.4 +4.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.9 18 -10 4.9 +2.6
FDMO Fidelity Momentum Factor ETF 1.9 15 -7 4.1 +1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.9 9 -1 4.4 +2.0
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 -28 5.1 +2.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 -39 5.7 +3.3
JQUA JPMorgan U.S. Quality Factor ETF 1.9 12 -4 6.0 +3.6
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 -7 7.6 +5.2
SCHK Schwab 1000 Index ETF 1.9 5 3 5.3 +3.0
IYY iShares Dow Jones U.S. ETF 1.9 20 -12 5.1 +2.8
XVV iShares ESG Screened S&P 500 ETF 1.8 8 0 5.1 +2.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.8 8 0 5.3 +2.9
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -40 4.8 +2.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.8 7 1 5.2 +2.9
FDWM Fidelity Women's Leadership ETF 1.8 59 -51 3.2 +0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.8 29 -21 6.4 +4.1
SCHX Schwab U.S. Large-Cap ETF 1.8 3 5 5.3 +3.0
VLUE iShares MSCI USA Value Factor ETF 1.8 15 -7 10.2 +7.8
PBUS Invesco MSCI USA ETF 1.8 4 4 5.2 +2.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.8 60 -52 8.2 +5.8
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 -2 5.4 +3.0
SHE SPDR MSCI USA Gender Diversity ETF 1.8 20 -12 5.2 +2.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 40 -32 7.0 +4.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 -23 2.6 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 -3 5.4 +3.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.8 60 -52 6.4 +4.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -51 4.0 +1.6
KLMT Invesco MSCI Global Climate 500 ETF 1.8 10 -2 6.1 +3.7
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 5 5.2 +2.9
FDLO Fidelity Low Volatility Factor ETF 1.7 15 -7 5.4 +3.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 6 5.3 +2.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.7 65 -57 5.9 +3.5
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 -1 4.7 +2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.7 70 -62 12.3 +9.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 -12 5.0 +2.7
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -47 4.9 +2.5
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 -31 5.3 +2.9
ROUS Hartford Multifactor US Equity ETF 1.7 19 -11 7.2 +4.9
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 -12 8.2 +5.8
IVV iShares Core S&P 500 ETF 1.7 3 5 5.3 +2.9
SPLG SPDR Portfolio S&P 500 ETF 1.7 2 6 5.3 +3.0
SPY SPDR S&P 500 ETF Trust 1.7 9 -1 5.2 +2.9
VOO Vanguard S&P 500 ETF 1.7 3 5 5.3 +2.9
FNDB Schwab Fundamental US Broad Market Index ETF 1.7 25 -17 7.3 +4.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 -4 4.5 +2.1
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 -21 5.0 +2.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 -21 5.1 +2.7
LRGF iShares U.S. Equity Factor ETF 1.6 8 0 5.8 +3.4
WLDR Affinity World Leaders Equity ETF 1.6 67 -59 8.3 +6.0
JEPI JPMorgan Equity Premium Income ETF 1.6 35 -27 5.4 +3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 8 5.3 +2.9
VV Vanguard Large-Cap ETF 1.6 4 4 5.2 +2.9
SPVM Invesco S&P 500 Value with Momentum ETF 1.6 39 -31 8.5 +6.1
PFM Invesco Dividend Achievers ETF 1.6 53 -45 5.3 +3.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 1 5.2 +2.8
VOTE TCW Transform 500 ETF 1.6 5 3 5.2 +2.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -31 9.8 +7.4
STRV Strive 500 ETF 1.5 5 3 5.2 +2.8
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 -7 5.3 +3.0
SFY SoFi Select 500 ETF 1.5 0 8 4.8 +2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.5 20 -12 5.3 +2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 -2 5.3 +2.9
KRUZ Unusual Whales Subversive Republican Trading ETF 1.5 75 -67 6.0 +3.7
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 -2 5.3 +2.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 -22 7.0 +4.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.5 25 -17 9.9 +7.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.4 9 -1 5.6 +3.2
GSPY Gotham Enhanced 500 ETF 1.4 50 -42 5.5 +3.1
WDIV SPDR S&P Global Dividend ETF 1.4 40 -32 9.6 +7.3
DVND Touchstone Dividend Select ETF 1.4 67 -59 5.7 +3.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -52 4.7 +2.3
SIXG Defiance Connective Technologies ETF 1.4 30 -22 4.5 +2.2
MDLV Morgan Dempsey Large Cap Value ETF 1.4 58 -50 7.0 +4.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 -1 5.5 +3.1
RVRB Reverb ETF 1.4 30 -22 3.7 +1.4
TOK iShares MSCI Kokusai ETF 1.3 26 -18 5.2 +2.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -67 5.2 +2.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -71 5.2 +2.9
ACVF American Conservative Values ETF 1.3 75 -67 4.5 +2.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 -17 7.4 +5.0
FVD First Trust Value Line Dividend Index Fund 1.3 65 -57 6.1 +3.7
OPTZ Optimize Strategy Index ETF 1.3 50 -42 5.3 +2.9
SFYF SoFi Social 50 ETF 1.3 29 -21 0.0 -2.3
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 4 4.7 +2.3
SUSA iShares MSCI USA ESG Select ETF 1.3 25 -17 5.0 +2.6
STXG Strive 1000 Growth ETF 1.3 18 -10 4.2 +1.9
RWK Invesco S&P MidCap 400 Revenue ETF 1.3 39 -31 10.2 +7.8
VT Vanguard Total World Stock ETF 1.3 7 1 6.3 +3.9
SMDV ProShares Russell 2000 Dividend Growers ETF 1.3 40 -32 7.0 +4.7
URTH iShares MSCI World ETF 1.3 24 -16 5.5 +3.1
RECS Columbia Research Enhanced Core ETF 1.3 15 -7 6.2 +3.8
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 -21 7.3 +4.9
FIVG Defiance Next Gen Connectivity ETF 1.3 30 -22 5.6 +3.2
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -51 4.4 +2.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -72 6.9 +4.5
ILCG iShares Morningstar Growth ETF 1.2 4 4 4.1 +1.8
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 -7 5.1 +2.8
DEMZ Democratic Large Cap Core ETF 1.2 45 -37 4.6 +2.2
RPV Invesco S&P 500 Pure Value ETF 1.2 35 -27 10.7 +8.3
DGT SPDR Global Dow ETF 1.2 50 -42 7.5 +5.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 -12 6.0 +3.7
ACWI iShares MSCI ACWI ETF 1.1 32 -24 6.0 +3.6
TMAT Main Thematic Innovation ETF 1.1 164 -156 -1.5 -3.9
IVW iShares S&P 500 Growth ETF 1.1 18 -10 4.5 +2.2
VOOG Vanguard S&P 500 Growth ETF 1.1 10 -2 4.6 +2.2
SPYG SPDR Portfolio S&P 500 Growth ETF 1.1 4 4 4.7 +2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 -1 6.1 +3.7
LOWV AB US Low Volatility Equity ETF 1.1 48 -40 5.3 +3.0
BGDV Bahl & Gaynor Dividend ETF 1.1 45 -37 5.0 +2.6
SVAL iShares US Small Cap Value Factor ETF 1.1 20 -12 11.0 +8.6
IWP iShares Russell Mid-Cap Growth ETF 1.1 23 -15 3.7 +1.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.1 75 -67 5.1 +2.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.1 32 -24 5.2 +2.8
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -41 4.9 +2.6
MGV Vanguard Mega Cap Value ETF 1.0 7 1 6.7 +4.4
VALQ American Century U.S. Quality Value ETF 1.0 29 -21 7.6 +5.3
FFND Future Fund Active ETF 1.0 100 -92 4.7 +2.3
LVOL American Century Low Volatility ETF 1.0 29 -21 4.4 +2.1
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -42 5.2 +2.8
EPS WisdomTree U.S. LargeCap Fund 1.0 8 0 6.1 +3.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 -22 7.6 +5.2
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 -17 6.2 +3.8
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 -27 3.6 +1.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 -27 3.7 +1.4
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 -10 5.6 +3.3
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 -31 9.7 +7.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 -10 4.5 +2.1
IWC iShares Micro-Cap ETF 0.9 60 -52 -1.1 -3.4
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -67 5.4 +3.0
FDFF Fidelity Disruptive Finance ETF 0.9 50 -42 4.1 +1.8
SPMO Invesco S&P 500 Momentum ETF 0.9 13 -5 4.2 +1.8
SPGP Invesco S&P 500 GARP ETF 0.9 34 -26 9.6 +7.2
DTEC ALPS Disruptive Technologies ETF 0.9 50 -42 4.0 +1.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.9 49 -41 8.7 +6.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 -37 4.9 +2.6
GLRY Inspire Faithward Mid Cap Momentum ETF 0.9 80 -72 6.6 +4.2
IETC iShares U.S. Tech Independence Focused ETF 0.9 18 -10 4.7 +2.3
IWO iShares Russell 2000 Growth ETF 0.9 24 -16 1.5 -0.9
VTWG Vanguard Russell 2000 Growth ETF 0.8 15 -7 1.5 -0.8
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -52 4.4 +2.0
VUG Vanguard Growth ETF 0.8 4 4 4.3 +2.0
JGLO JPMorgan Global Select Equity ETF 0.8 33 -25 5.1 +2.8
IWL iShares Russell Top 200 ETF 0.8 15 -7 5.1 +2.7
HKND Humankind US Stock ETF 0.8 11 -3 7.5 +5.1
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 -27 5.6 +3.3
SPHB Invesco S&P 500 High Beta ETF 0.8 25 -17 5.3 +2.9
QUS SPDR MSCI USA StrategicFactors ETF 0.8 15 -7 5.8 +3.4
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 -27 4.6 +2.3
SPVU Invesco S&P 500 Enhanced Value ETF 0.7 13 -5 10.5 +8.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -52 2.1 -0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 -11 6.5 +4.1
FBCV Fidelity Blue Chip Value ETF 0.7 59 -51 7.5 +5.2
MGC Vanguard Mega Cap ETF 0.6 7 1 5.1 +2.8
LQPE PEO AlphaQuest Thematic PE ETF 0.6 125 -117 6.9 +4.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 -7 4.5 +2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -34 5.4 +3.1
HELX Franklin Genomic Advancements ETF 0.6 50 -42 0.1 -2.3
GDIV Harbor Dividend Growth Leaders ETF 0.6 50 -42 5.2 +2.9
TMFS Motley Fool Small-Cap Growth ETF 0.6 85 -77 3.1 +0.7
RWL Invesco S&P 500 Revenue ETF 0.6 39 -31 7.0 +4.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -67 3.7 +1.4
CSMD Congress SMid Growth ETF 0.5 69 -61 4.2 +1.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.5 70 -62 5.2 +2.8
TMFC Motley Fool 100 Index ETF 0.5 50 -42 4.1 +1.8
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 -7 5.5 +3.1
PRAY FIS Christian Stock Fund 0.5 69 -61 5.5 +3.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -22 8.6 +6.3
KRMA Global X Conscious Companies ETF 0.5 43 -35 6.1 +3.8
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -44 4.4 +2.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 36 -28 10.3 +7.9
FFTY Innovator IBD 50 ETF 0.5 80 -72 -2.5 -4.9
MGK Vanguard Mega Cap Growth ETF 0.5 7 1 4.5 +2.1
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 -22 5.9 +3.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 -13 4.3 +1.9
AIEQ AI Powered Equity ETF 0.4 75 -67 4.1 +1.8
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 -41 5.9 +3.5
GLOF iShares Global Equity Factor ETF 0.4 20 -12 6.8 +4.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -27 6.1 +3.7
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -51 3.4 +1.0
XMMO Invesco S&P MidCap Momentum ETF 0.4 34 -26 5.6 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 -17 6.0 +3.7
SDIV Global X Superdividend ETF 0.3 58 -50 13.9 +11.5
TMFX Motley Fool Next Index ETF 0.3 50 -42 3.2 +0.8
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 -27 14.1 +11.7
MGMT Ballast Small/Mid Cap ETF 0.3 110 -102 8.6 +6.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 -21 4.8 +2.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 4 4.4 +2.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -30 4.9 +2.6
IUS Invesco RAFI Strategic US ETF 0.3 19 -11 7.1 +4.7
FPX First Trust US Equity Opportunities ETF 0.3 61 -53 1.3 -1.1
SIXS ETC 6 Meridian Small Cap Equity ETF 0.3 89 -81 9.4 +7.1
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -42 2.6 +0.2
IEDI iShares U.S. Consumer Focused ETF 0.3 18 -10 5.3 +2.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 -12 5.9 +3.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 -27 10.9 +8.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -51 12.0 +9.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 -4 4.8 +2.5
GRPM Invesco S&P MidCap 400 GARP ETF 0.2 35 -27 9.6 +7.2
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 -21 8.4 +6.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -30 10.1 +7.8
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -37 7.0 +4.7
PKW Invesco Buyback Achievers ETF 0.2 62 -54 8.0 +5.6
IWF iShares Russell 1000 Growth ETF 0.2 19 -11 4.8 +2.4
VONG Vanguard Russell 1000 Growth ETF 0.2 8 0 4.9 +2.5
VUSE Vident U.S. Equity Strategy ETF 0.2 50 -42 4.8 +2.5
OEF iShares S&P 100 ETF 0.1 20 -12 5.1 +2.7
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 -14 5.8 +3.4
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -72 19.9 +17.5
IWY iShares Russell Top 200 Growth ETF 0.0 20 -12 4.9 +2.5
MVPA Miller Value Partners Appreciation ETF 0.0 60 -52 8.4 +6.0
CSD Invesco S&P Spin-Off ETF 0.0 65 -57 7.2 +4.8

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
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Dividends per share info ** ** ** ** ** ** **
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EPS growth   **% **% **% **% **% **%

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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
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Price-to-earnings ** ** **
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Historical valuation trends

Forward
multiple:		 iShares Core U.S. REIT ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 6.0 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 2.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.