iShares Core U.S. REIT ETF
ALTAR
Score™		 7.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 13.7x P/Sales
ratio		 6.8x
P/BV
ratio		 2.0x Div.
yield		 4.1%


  • 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) $2,943
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) $39,683
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 8.7 %
WELLTOWER, INC. 8.1 %
EQUINIX INC 7.3 %
DIGITAL REALTY TRUST INC 4.8 %
SIMON PROPERTY GROUP INC 4.6 %
REALTY INCOME CORP 4.3 %
PUBLIC STORAGE 4.2 %
VICI PROPERTIES INC 2.9 %
EXTRA SPACE STORAGE INC 2.7 %
AVALONBAY COMMUNITIES INC 2.6 %
Total 50.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-2.4% 13.4% 8.6% 5.5% 4.6%

Market Correlations
versus... Beta R-squared
S&P500 1.07 74%
MSCI EAFE 1.00 69%
MSCI Emg. Mkts. 0.80 43%

Technical Indicators
Recent close $57.60
30d moving avg. $55.15
Annualized volatility 20.6%
Short interest (ETF) 1.2%
Short interest (Underlying) 3.2%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 256
Turnover 0.5%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $4,952

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 548 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™: 7.6%


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 96.2 50 -42 7.3 -0.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 91.9 11 -3 7.8 +0.1
RWR SPDR Dow Jones REIT ETF 86.2 25 -17 7.4 -0.2
DFAR Dimensional US Real Estate ETF 84.9 19 -11 7.8 +0.2
SCHH Schwab U.S. REIT ETF 82.0 7 1 7.9 +0.2
FREL Fidelity MSCI Real Estate Index ETF 77.0 8 -0 7.5 -0.2
VNQ Vanguard Real Estate ETF 76.2 12 -4 7.4 -0.3
IYR iShares U.S. Real Estate ETF 73.9 40 -32 7.3 -0.3
XLRE Real Estate Select Sector SPDR Fund 71.7 8 0 7.4 -0.3
ICF iShares Cohen & Steers REIT ETF 71.2 33 -25 7.7 +0.0
REET iShares Global REIT ETF 70.2 14 -6 7.5 -0.1
RWO SPDR Dow Jones Global Real Estate ETF 69.4 50 -42 7.0 -0.7
DFGR Dimensional Global Real Estate ETF 62.9 22 -14 7.4 -0.2
AVRE Avantis Real Estate ETF 62.6 17 -9 7.1 -0.6
ERET iShares Environmentally Aware Real Estate ETF 61.4 30 -22 7.5 -0.2
PPTY US Diversified Real Estate ETF 56.0 53 -45 7.6 -0.0
VGSR Vert Global Sustainable Real Estate ETF 54.7 47 -39 7.2 -0.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 52.8 40 -32 7.5 -0.1
FPRO Fidelity Real Estate Investment ETF 52.5 59 -51 6.3 -1.3
PSR Invesco Active U.S. Real Estate Fund 51.0 35 -27 7.2 -0.4
JPRE JPMorgan Realty Income ETF 48.4 50 -42 7.4 -0.2
GQRE FlexShares Global Quality Real Estate Index Fund 44.6 45 -37 7.8 +0.1
RITA ETFB Green SRI REITs ETF 44.5 50 -42 6.2 -1.4
JRE Janus Henderson U.S. Real Estate ETF 43.6 65 -57 7.5 -0.1
REZ iShares Residential and Multisector Real Estate ETF 40.1 48 -40 6.2 -1.5
SPRE SP Funds S&P Global REIT Sharia ETF 36.1 55 -47 6.0 -1.7
IVRA Invesco Real Assets ESG ETF 33.8 59 -51 5.9 -1.7
REAI Intelligent Real Estate ETF 32.7 59 -51 13.0 +5.4
BYRE Principal Real Estate Active Opportunities ETF 32.3 65 -57 6.2 -1.4
HAUS Residential REIT ETF 28.8 60 -52 5.2 -2.4
IRET iREIT - MarketVector Quality REIT Index ETF 28.7 60 -52 7.5 -0.1
NURE Nuveen Short-Term REIT ETF 27.4 35 -27 7.6 -0.1
IQRA IQ CBRE Real Assets ETF 25.9 65 -57 5.7 -2.0
HOMZ Hoya Capital Housing ETF 22.6 30 -22 8.8 +1.2
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 22.3 60 -52 5.9 -1.7
INDS Pacer Industrial Real Estate ETF 21.1 55 -47 6.7 -0.9
DESK VanEck Office and Commercial REIT ETF 20.3 50 -42 12.7 +5.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 20.2 7 1 9.9 +2.3
BLLD JPMorgan Sustainable Infrastructure ETF 18.2 49 -41 6.2 -1.5
RDOG ALPS REIT Dividend Dogs ETF 17.1 35 -27 9.1 +1.4
BLDG Cambria Global Real Estate ETF 16.9 60 -52 12.2 +4.6
VRAI Virtus Real Asset Income ETF 16.8 55 -47 10.4 +2.8
RIET Hoya Capital High Dividend Yield ETF 15.3 50 -42 45.2 +37.6
ABLD Abacus FCF Real Assets Leaders ETF 14.7 69 -61 6.7 -0.9
SRVR Pacer Data & Infrastructure Real Estate ETF 14.6 55 -47 3.8 -3.9
BIBL Inspire 100 ETF 13.7 35 -27 5.3 -2.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 13.6 30 -22 8.9 +1.3
NETL NETLease Corporate Real Estate ETF 13.6 60 -52 8.2 +0.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 13.6 27 -19 7.0 -0.6
XMLV Invesco S&P MidCap Low Volatility ETF 12.7 25 -17 7.8 +0.1
CZA Invesco Zacks Mid-Cap ETF 12.3 72 -64 6.5 -1.2
DTCR Global X Data Center & Digital Infrastructure ETF 12.2 50 -42 4.6 -3.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 12.2 41 -33 5.3 -2.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 11.5 80 -72 8.1 +0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 10.7 60 -52 10.1 +2.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 10.5 12 -4 5.6 -2.0
DON WisdomTree U.S. MidCap Dividend Fund 9.8 38 -30 8.9 +1.3
ONEY SPDR Russell 1000 Yield Focus ETF 9.7 20 -12 9.8 +2.1
DEW WisdomTree Global High Dividend Fund 9.6 58 -50 8.8 +1.2
DIVG Invesco S&P 500 High Dividend Growers ETF 9.6 39 -31 8.6 +0.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.5 60 -52 6.9 -0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.5 24 -16 8.2 +0.6
ULVM VictoryShares US Value Momentum ETF 9.2 20 -12 7.4 -0.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 9.0 60 -52 9.4 +1.8
IWN iShares Russell 2000 Value ETF 8.7 24 -16 8.1 +0.5
VTWV Vanguard Russell 2000 Value ETF 8.6 15 -7 8.1 +0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 8.6 18 -10 9.2 +1.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.4 18 -10 7.8 +0.1
MDYV SPDR S&P 400 Mid Cap Value ETF 8.4 15 -7 9.2 +1.6
ICAP InfraCap Equity Income Fund ETF 8.3 171 -163 7.0 -0.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 8.2 15 -7 9.2 +1.6
SRET Global X SuperDividend REIT ETF 8.1 59 -51 12.4 +4.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.8 10 -2 4.5 -3.1
TBG TBG Dividend Focus ETF 7.8 59 -51 8.0 +0.3
FDVV Fidelity High Dividend ETF 7.7 15 -7 8.1 +0.4
IWS iShares Russell Mid-Cap Value ETF 7.7 23 -15 6.9 -0.7
IMCV iShares Morningstar Mid-Cap Value ETF 7.6 6 2 8.4 +0.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.6 15 -7 6.1 -1.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.5 25 -17 5.2 -2.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.4 15 -7 8.2 +0.5
NUMV Nuveen ESG Mid-Cap Value ETF 7.3 31 -23 7.1 -0.6
FLDZ RiverNorth Patriot ETF 7.3 75 -67 5.8 -1.8
BWEB Bitwise Web3 ETF 7.3 85 -77 0.2 -7.5
MILN Global X Millennial Consumer ETF 7.3 50 -42 3.7 -3.9
XJH iShares ESG Screened S&P Mid-Cap ETF 7.1 12 -4 7.3 -0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 7.0 4 4 6.3 -1.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.0 10 -2 4.5 -3.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.0 29 -21 8.9 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 6.9 20 -12 7.1 -0.6
FCLD Fidelity Cloud Computing ETF 6.9 39 -31 3.1 -4.5
PY Principal Value ETF 6.9 15 -7 7.4 -0.2
CVY Invesco Zacks Multi-Asset Income ETF 6.9 106 -98 12.3 +4.7
VBR Vanguard Small Cap Value ETF 6.8 7 1 9.4 +1.8
AGNG Global X Aging Population ETF 6.8 50 -42 5.0 -2.7
PSCF Invesco S&P SmallCap Financials ETF 6.8 29 -21 9.7 +2.1
TXS Texas Capital Texas Equity Index ETF 6.6 49 -41 5.8 -1.8
IJR iShares Core S&P Small Cap ETF 6.6 6 2 8.0 +0.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 6.5 24 -16 8.0 +0.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.5 39 -31 6.1 -1.5
MDY SPDR S&P Midcap 400 ETF Trust 6.5 24 -16 7.4 -0.2
IJH iShares Core S&P Mid-Cap ETF 6.5 5 3 7.6 0.0
ALTL Pacer Lunt Large Cap Alternator ETF 6.5 60 -52 5.0 -2.7
SPLV Invesco S&P 500 Low Volatility ETF 6.5 25 -17 5.2 -2.4
STXM Strive Mid-Cap ETF 6.4 18 -10 6.5 -1.2
VIOO Vanguard S&P Small-Cap 600 ETF 6.3 10 -2 8.0 +0.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 6.3 3 5 8.1 +0.4
XJR iShares ESG Screened S&P Small-Cap ETF 6.3 12 -4 7.6 +0.0
IVOO Vanguard S&P Mid-Cap 400 ETF 6.3 10 -2 7.6 -0.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 6.3 3 5 7.6 +0.0
ERTH Invesco MSCI Sustainable Future ETF 6.3 62 -54 3.5 -4.1
FNDA Schwab Fundamental US Small Co. Index ETF 6.2 25 -17 8.2 +0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.2 60 -52 4.6 -3.1
FSMD Fidelity Small-Mid Multifactor ETF 6.1 15 -7 7.3 -0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.1 15 -7 7.5 -0.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.1 15 -7 7.5 -0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 6.1 15 -7 8.1 +0.5
PTL Inspire 500 ETF 6.1 9 -1 5.5 -2.1
AFMC First Trust Active Factor Mid Cap ETF 6.0 65 -57 8.7 +1.1
VOE Vanguard Mid-Cap Value ETF 6.0 7 1 7.8 +0.1
NIXT Research Affiliates Deletions ETF 5.9 9 -1 5.8 -1.9
IWR iShares Russell Midcap ETF 5.9 19 -11 5.9 -1.7
SCHM Schwab U.S. Mid-Cap ETF 5.9 4 4 6.9 -0.8
SPDV AAM S&P 500 High Dividend Value ETF 5.9 29 -21 10.9 +3.3
VB Vanguard Small-Cap ETF 5.9 5 3 6.3 -1.3
SFYX SoFi Next 500 ETF 5.8 0 8 5.9 -1.8
JHDV John Hancock U.S. High Dividend ETF 5.8 34 -26 6.9 -0.7
STXK Strive Small-Cap ETF 5.8 18 -10 6.4 -1.2
ISCV iShares Morningstar Small Cap Value ETF 5.7 6 2 9.7 +2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.7 20 -12 6.6 -1.0
VO Vanguard Mid-Cap ETF 5.6 4 4 5.9 -1.7
IJT iShares S&P Small-Cap 600 Growth ETF 5.6 18 -10 5.7 -1.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.5 35 -27 9.5 +1.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.5 15 -7 5.8 -1.9
FMET Fidelity Metaverse ETF 5.5 39 -31 5.2 -2.5
IMCB iShares Morningstar Mid-Cap ETF 5.5 4 4 6.1 -1.5
SLYG SPDR S&P 600 Small Cap Growth ETF 5.5 15 -7 5.7 -1.9
ESIX SPDR S&P SmallCap 600 ESG ETF 5.5 12 -4 8.6 +1.0
NUDV Nuveen ESG Dividend ETF 5.4 26 -18 7.5 -0.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5.4 9 -1 4.7 -2.9
QDF FlexShares Quality Dividend Index Fund 5.4 37 -29 6.5 -1.1
DES WisdomTree U.S. SmallCap Dividend Fund 5.4 38 -30 9.6 +2.0
FMDE Fidelity Enhanced Mid Cap ETF 5.4 23 -15 5.9 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 -21 6.1 -1.5
SDG iShares MSCI Global Sustainable Development Goals ETF 5.3 49 -41 6.3 -1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.3 70 -62 2.9 -4.8
BLES Inspire Global Hope ETF 5.3 61 -53 6.9 -0.7
EUSA iShares MSCI USA Equal Weighted ETF 5.2 9 -1 6.2 -1.5
VOT Vanguard Mid-Cap Growth ETF 5.1 7 1 3.6 -4.0
FCPI Fidelity Stocks for Inflation ETF 5.1 15 -7 7.6 -0.1
SIZE iShares MSCI USA Size Factor ETF 5.1 15 -7 5.9 -1.7
ISCB iShares Morningstar Small-Cap ETF 5.1 4 4 6.3 -1.3
XSLV Invesco S&P SmallCap Low Volatility ETF 5.0 25 -17 7.8 +0.2
IGPT Invesco AI and Next Gen Software ETF 5.0 60 -52 4.8 -2.8
BKSE BNY Mellon US Small Cap Core Equity ETF 5.0 4 4 6.3 -1.3
SDY SPDR S&P Dividend ETF 5.0 35 -27 6.5 -1.1
ISMD Inspire Small/Mid Cap ETF 5.0 54 -46 6.1 -1.5
PFI Invesco Dorsey Wright Financial Momentum ETF 5.0 60 -52 6.4 -1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 5.0 15 -7 6.5 -1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.9 7 1 6.3 -1.3
RSP Invesco S&P 500 Equal Weight ETF 4.9 20 -12 6.5 -1.1
IJS iShares S&P Small-Cap 600 Value ETF 4.9 18 -10 10.5 +2.8
SCHA Schwab U.S. Small-Cap ETF 4.8 4 4 6.5 -1.2
HAPY Harbor Human Capital Factor Unconstrained ETF 4.8 50 -42 5.7 -2.0
SLYV SPDR S&P 600 Small Cap Value ETF 4.7 15 -7 10.5 +2.9
CGDG Capital Group Dividend Growers ETF 4.7 47 -39 6.3 -1.3
IWM iShares Russell 2000 ETF 4.7 19 -11 4.7 -2.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.7 15 -7 10.5 +2.9
RSSL Global X Russell 2000 ETF 4.7 8 0 4.7 -2.9
PSC Principal U.S. Small-Cap ETF 4.7 38 -30 7.0 -0.6
VTWO Vanguard Russell 2000 ETF 4.7 10 -2 4.7 -2.9
ISCG iShares Morningstar Small-Cap Growth ETF 4.6 6 2 2.9 -4.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.6 39 -31 10.8 +3.2
NUSC Nuveen ESG Small-Cap ETF 4.5 31 -23 5.6 -2.1
VBK Vanguard Small-Cap Growth ETF 4.5 7 1 1.9 -5.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.5 65 -57 3.4 -4.2
UDI USCF Dividend Income Fund 4.5 65 -57 8.4 +0.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.5 25 -17 8.2 +0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 4.5 17 -9 6.0 -1.7
DTD WisdomTree U.S. Total Dividend Fund 4.5 28 -20 6.5 -1.1
JHMM John Hancock Multifactor Mid Cap ETF 4.5 42 -34 6.5 -1.1
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 -42 7.5 -0.2
VXF Vanguard Extended Market ETF 4.4 6 2 5.0 -2.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.4 39 -31 6.7 -1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 4.4 28 -20 6.2 -1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.4 15 -7 6.0 -1.6
DHS WisdomTree U.S. High Dividend Fund 4.3 38 -30 8.3 +0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.3 15 -7 6.0 -1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 4.3 37 -29 6.2 -1.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 4.2 65 -57 -1.5 -9.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 -1 6.2 -1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.2 60 -52 7.3 -0.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.2 17 -9 6.1 -1.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.2 20 -12 5.7 -2.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.1 20 -12 7.6 -0.0
SWP SWP Growth & Income ETF 4.1 99 -91 4.5 -3.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.1 30 -22 8.2 +0.5
JHSC John Hancock Multifactor Small Cap ETF 4.1 42 -34 7.0 -0.7
POWA Invesco Bloomberg Pricing Power ETF 4.0 40 -32 5.6 -2.0
SIXL ETC 6 Meridian Low Beta Equity ETF 4.0 80 -72 6.1 -1.5
VICE AdvisorShares Vice ETF 4.0 99 -91 6.4 -1.2
BJK VanEck Gaming ETF 4.0 65 -57 4.3 -3.3
KONG Formidable Fortress ETF 4.0 89 -81 5.9 -1.8
GVUS Marketbeta Russell 1000 Value Equity ETF 4.0 12 -4 6.7 -0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.0 64 -56 2.3 -5.3
WCEO Hypatia Women CEO ETF 3.9 85 -77 4.8 -2.9
MBCC Monarch Blue Chips Core ETF 3.9 125 -117 4.1 -3.5
IWD iShares Russell 1000 Value ETF 3.9 19 -11 6.6 -1.0
VONV Vanguard Russell 1000 Value ETF 3.9 8 0 6.7 -0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.9 10 -2 5.4 -2.2
BEEZ Honeytree U.S. Equity ETF 3.9 64 -56 3.6 -4.1
AFLG First Trust Active Factor Large Cap ETF 3.9 55 -47 6.2 -1.4
OSCV Opus Small Cap Value ETF 3.9 79 -71 6.9 -0.7
HDUS Hartford Disciplined US Equity ETF 3.8 19 -11 5.9 -1.7
SMMD iShares Russell 2500 ETF 3.8 15 -7 6.6 -1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.7 35 -27 6.0 -1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.7 70 -62 4.6 -3.0
JAVA JPMorgan Active Value ETF 3.7 44 -36 6.6 -1.1
ETHO Etho Climate Leadership U.S. ETF 3.7 47 -39 5.6 -2.0
MBOX Freedom Day Dividend ETF 3.7 39 -31 7.6 -0.0
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 4 6.9 -0.7
IMCG iShares Morningstar Mid-Cap Growth ETF 3.6 6 2 4.1 -3.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.6 12 -4 7.5 -0.1
MAGA Point Bridge America First ETF 3.6 72 -64 6.0 -1.6
FYX First Trust Small Cap Core AlphaDEX Fund 3.5 61 -53 6.6 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.5 20 -12 6.1 -1.6
CLOU Global X Cloud Computing ETF 3.5 68 -60 1.9 -5.7
STXV Strive 1000 Value ETF 3.5 18 -10 8.3 +0.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.4 35 -27 7.1 -0.5
USXF iShares ESG Advanced MSCI USA ETF 3.4 10 -2 4.8 -2.8
JPEF JPMorgan Equity Focus ETF 3.4 50 -42 4.5 -3.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -47 4.3 -3.4
FELV Fidelity Enhanced Large Cap Value ETF 3.3 18 -10 6.9 -0.7
EES WisdomTree U.S. SmallCap Fund 3.2 38 -30 9.3 +1.7
EZM WisdomTree U.S. MidCap Fund 3.2 38 -30 9.4 +1.8
BDIV AAM Brentview Dividend Growth ETF 3.2 49 -41 4.7 -2.9
REVS Columbia Research Enhanced Value ETF 3.2 19 -11 7.9 +0.3
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 -7 7.0 -0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 3.1 71 -63 0.5 -7.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.0 12 -4 5.3 -2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 3.0 60 -52 7.8 +0.2
VEGN US Vegan Climate ETF 3.0 60 -52 4.6 -3.0
YLDE ClearBridge Dividend Strategy ESG ETF 2.9 60 -52 5.9 -1.7
FPX First Trust US Equity Opportunities ETF 2.9 61 -53 1.1 -6.5
BGIG Bahl & Gaynor Income Growth ETF 2.9 45 -37 5.5 -2.1
KNCT Invesco Next Gen Connectivity ETF 2.9 40 -32 5.2 -2.5
INRO iShares U.S. Industry Rotation Active ETF 2.9 42 -34 4.9 -2.8
ROSC Hartford Multifactor Small Cap ETF 2.9 34 -26 10.1 +2.4
GLBL Pacer MSCI World Industry Advantage ETF 2.9 65 -57 4.5 -3.2
TMFG Motley Fool Global Opportunities ETF 2.9 85 -77 3.8 -3.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 -51 2.9 -4.8
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 -5 5.7 -2.0
BEDZ AdvisorShares Hotel ETF 2.8 100 -92 7.1 -0.5
SSPY Syntax Stratified LargeCap ETF 2.8 30 -22 6.7 -0.9
QUVU Hartford Quality Value ETF 2.8 46 -38 7.3 -0.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.8 65 -57 6.4 -1.2
BEEX BeeHive ETF 2.7 84 -76 4.7 -3.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.7 35 -27 9.8 +2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.7 9 -1 5.0 -2.7
DEUS Xtrackers Russell US Multifactor ETF 2.6 17 -9 7.0 -0.6
VTV Vanguard Value ETF 2.6 4 4 7.1 -0.6
IUSV iShares Core S&P US Value ETF 2.6 4 4 6.7 -1.0
DIVB iShares Core Dividend ETF 2.6 5 3 7.9 +0.2
BOUT Innovator IBD Breakout Opportunities ETF 2.6 81 -73 3.1 -4.6
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 -4 8.6 +1.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.5 5 3 8.1 +0.5
FLRG Fidelity U.S. Multifactor ETF 2.5 15 -7 7.0 -0.7
KLMN Invesco MSCI North America Climate ETF 2.5 9 -1 5.2 -2.4
DIV Global X SuperDividend US ETF 2.5 45 -37 12.1 +4.5
PRF Invesco FTSE RAFI US 1000 ETF 2.5 39 -31 7.1 -0.6
GURU Global X Guru Index ETF 2.5 75 -67 4.1 -3.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 -1 5.7 -2.0
RJMG FT Raymond James Multicap Growth Equity ETF 2.4 85 -77 2.3 -5.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 -7 5.1 -2.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.4 19 -11 5.3 -2.3
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 -7 5.6 -2.0
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 -1 4.9 -2.7
INCE Franklin Income Equity Focus ETF 2.3 29 -21 5.7 -1.9
ILCV iShares Morningstar Value ETF 2.3 4 4 6.8 -0.8
VLU SPDR S&P 1500 Value Tilt ETF 2.3 12 -4 7.8 +0.1
ONEO SPDR Russell 1000 Momentum Focus ETF 2.3 20 -12 7.1 -0.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 -27 5.3 -2.3
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -40 4.7 -3.0
VOOV Vanguard S&P 500 Value ETF 2.3 10 -2 6.5 -1.2
IVE iShares S&P 500 Value ETF 2.3 18 -10 6.4 -1.3
CGUS Capital Group Core Equity ETF 2.3 33 -25 4.6 -3.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -48 6.4 -1.2
EVUS iShares ESG Aware MSCI USA Value ETF 2.3 18 -10 6.9 -0.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.3 4 4 6.5 -1.1
NULV Nuveen ESG Large-Cap Value ETF 2.3 26 -18 6.4 -1.3
XMMO Invesco S&P MidCap Momentum ETF 2.2 34 -26 5.5 -2.1
NXTG First Trust Indxx NextG ETF 2.2 70 -62 5.6 -2.1
USMF WisdomTree U.S. Multifactor Fund 2.2 28 -20 6.7 -1.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.2 60 -52 5.9 -1.8
AFSM First Trust Active Factor Small Cap ETF 2.2 75 -67 7.7 +0.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.2 60 -52 10.1 +2.5
FESM Fidelity Enhanced Small Cap ETF 2.2 28 -20 8.1 +0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -42 8.3 +0.6
APUE ActivePassive U.S. Equity ETF 2.2 45 -37 4.9 -2.7
XDAT Franklin Exponential Data ETF 2.2 50 -42 2.0 -5.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.2 12 -4 4.7 -2.9
DSI iShares MSCI KLD 400 Social ETF 2.1 25 -17 5.1 -2.6
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 -17 5.7 -2.0
FVAL Fidelity Value Factor ETF 2.1 15 -7 7.2 -0.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -44 7.0 -0.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.1 65 -57 5.1 -2.6
DSPY Tema S&P 500 Historical Weight ETF 2.1 18 -10 5.3 -2.3
VTI Vanguard Total Stock Market ETF 2.1 3 5 5.1 -2.5
NULC Nuveen ESG Large-Cap ETF 2.1 21 -13 4.9 -2.8
IWV iShares Russell 3000 ETF 2.0 20 -12 5.0 -2.7
VTHR Vanguard Russell 3000 ETF 2.0 10 -2 5.1 -2.5
JHML John Hancock Multifactor Large Cap ETF 2.0 29 -21 5.5 -2.1
XSMO Invesco S&P SmallCap Momentum ETF 2.0 39 -31 5.8 -1.8
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 -19 9.3 +1.7
JMOM JPMorgan U.S. Momentum Factor ETF 2.0 12 -4 4.6 -3.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.0 40 -32 3.8 -3.9
HLGE Hartford Longevity Economy ETF 2.0 44 -36 6.4 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 5 5.1 -2.5
SCHB Schwab U.S. Broad Market ETF 2.0 3 5 5.2 -2.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 5 5.4 -2.3
FQAL Fidelity Quality Factor ETF 2.0 15 -7 5.7 -1.9
ROE Astoria US Quality Kings ETF 2.0 49 -41 6.7 -0.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 -17 6.0 -1.6
CGDV Capital Group Dividend Value ETF 2.0 33 -25 4.8 -2.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.0 18 -10 5.6 -2.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 -7 4.8 -2.8
FYT First Trust Small Cap Value AlphaDEX Fund 1.9 73 -65 11.6 +4.0
IWX iShares Russell Top 200 Value ETF 1.9 20 -12 6.4 -1.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 -3 5.1 -2.5
IWB iShares Russell 1000 ETF 1.9 15 -7 5.1 -2.6
VONE Vanguard Russell 1000 ETF 1.9 8 0 5.2 -2.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 -6 5.1 -2.5
CVAR Cultivar ETF 1.9 87 -79 7.2 -0.4
FDMO Fidelity Momentum Factor ETF 1.9 15 -7 3.9 -3.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.9 9 -1 4.9 -2.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 -28 5.0 -2.7
MTUM iShares MSCI USA Momentum Factor ETF 1.9 15 -7 3.6 -4.0
CHGX AXS Change Finance ESG ETF 1.9 49 -41 4.9 -2.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 -39 5.8 -1.9
JQUA JPMorgan U.S. Quality Factor ETF 1.9 12 -4 5.9 -1.8
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 -7 7.6 +0.0
SCHK Schwab 1000 Index ETF 1.9 5 3 5.3 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.9 8 0 5.2 -2.4
IYY iShares Dow Jones U.S. ETF 1.9 20 -12 5.0 -2.6
XVV iShares ESG Screened S&P 500 ETF 1.9 8 0 5.1 -2.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -51 6.2 -1.5
YALL God Bless America ETF 1.9 65 -57 3.7 -3.9
VLUE iShares MSCI USA Value Factor ETF 1.8 15 -7 10.2 +2.5
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -59 10.5 +2.8
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -40 4.8 -2.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.8 7 1 5.2 -2.4
SMAP Amplify Small-Mid Cap Equity ETF 1.8 60 -52 5.5 -2.1
FDWM Fidelity Women's Leadership ETF 1.8 59 -51 5.2 -2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.8 29 -21 6.6 -1.0
SCHX Schwab U.S. Large-Cap ETF 1.8 3 5 5.2 -2.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -71 5.1 -2.5
SHE SPDR MSCI USA Gender Diversity ETF 1.8 20 -12 5.1 -2.6
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 -2 5.3 -2.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.8 43 -35 6.3 -1.4
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 -23 2.5 -5.1
IETC iShares U.S. Tech Independence Focused ETF 1.8 18 -10 3.9 -3.7
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 -12 8.5 +0.8
PBUS Invesco MSCI USA ETF 1.8 4 4 5.1 -2.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -51 3.9 -3.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.7 40 -32 7.2 -0.4
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 5 5.1 -2.5
FDLO Fidelity Low Volatility Factor ETF 1.7 15 -7 5.5 -2.2
YOKE Yoke Core ETF 1.7 42 -34 4.4 -3.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 6 5.2 -2.5
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 -2 6.0 -1.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 -1 5.0 -2.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 -12 4.9 -2.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 -17 5.3 -2.3
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -47 5.0 -2.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.7 55 -47 10.6 +3.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.7 11 -3 5.3 -2.4
SPLG SPDR Portfolio S&P 500 ETF 1.7 2 6 5.2 -2.4
IVV iShares Core S&P 500 ETF 1.7 3 5 5.2 -2.4
SPY SPDR S&P 500 ETF Trust 1.7 9 -1 5.1 -2.5
VOO Vanguard S&P 500 ETF 1.7 3 5 5.2 -2.4
ROUS Hartford Multifactor US Equity ETF 1.7 19 -11 7.2 -0.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 -21 4.9 -2.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.7 25 -17 7.4 -0.2
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 -21 4.8 -2.8
STXD Strive 1000 Dividend Growth ETF 1.6 35 -27 5.0 -2.6
WLDR Affinity World Leaders Equity ETF 1.6 67 -59 7.9 +0.3
JEPI JPMorgan Equity Premium Income ETF 1.6 35 -27 5.7 -2.0
VV Vanguard Large-Cap ETF 1.6 4 4 5.1 -2.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 8 5.1 -2.5
SFY SoFi Select 500 ETF 1.6 0 8 4.6 -3.0
LRGF iShares U.S. Equity Factor ETF 1.6 8 0 5.7 -1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 1 5.1 -2.6
VOTE TCW Transform 500 ETF 1.6 5 3 5.1 -2.6
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 -7 5.3 -2.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -31 10.0 +2.3
STRV Strive 500 ETF 1.5 5 3 5.0 -2.6
SIXG Defiance Connective Technologies ETF 1.5 30 -22 4.2 -3.4
TOV JLens 500 Jewish Advocacy U.S. ETF 1.5 18 -10 4.9 -2.7
SPVM Invesco S&P 500 Value with Momentum ETF 1.5 39 -31 8.5 +0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.5 20 -12 5.3 -2.4
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 -2 5.1 -2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 -2 5.1 -2.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 -22 6.8 -0.8
GOP Unusual Whales Subversive Republican Trading ETF 1.5 50 -42 6.1 -1.6
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -71 4.2 -3.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.4 9 -1 5.4 -2.2
FVD First Trust Value Line Dividend Index Fund 1.4 65 -57 6.2 -1.4
AIEQ AI Powered Equity ETF 1.4 75 -67 5.3 -2.4
WDIV SPDR S&P Global Dividend ETF 1.4 40 -32 9.7 +2.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 -27 4.3 -3.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 -1 5.4 -2.3
RVRB Reverb ETF 1.4 30 -22 4.8 -2.8
SUSA iShares MSCI USA ESG Select ETF 1.3 25 -17 4.9 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -67 5.3 -2.3
ACVF American Conservative Values ETF 1.3 75 -67 4.5 -3.2
TOK iShares MSCI Kokusai ETF 1.3 26 -18 5.3 -2.3
PFM Invesco Dividend Achievers ETF 1.3 53 -45 5.4 -2.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 -17 7.4 -0.2
CALF Pacer US Small Cap Cash Cows 100 ETF 1.3 59 -51 11.5 +3.9
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 4 4.4 -3.3
GSPY Gotham Enhanced 500 ETF 1.3 50 -42 5.5 -2.2
STXG Strive 1000 Growth ETF 1.3 18 -10 4.0 -3.6
RECS Columbia Research Enhanced Core ETF 1.3 15 -7 6.1 -1.6
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 -21 7.5 -0.2
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -51 4.6 -3.0
URTH iShares MSCI World ETF 1.3 24 -16 5.4 -2.2
VT Vanguard Total World Stock ETF 1.2 7 1 6.2 -1.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -72 7.0 -0.7
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 -7 5.0 -2.6
ILCG iShares Morningstar Growth ETF 1.2 4 4 3.9 -3.8
SMDV ProShares Russell 2000 Dividend Growers ETF 1.2 40 -32 7.5 -0.2
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -42 5.0 -2.6
DEMZ Democratic Large Cap Core ETF 1.2 45 -37 4.6 -3.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -37 4.7 -3.0
PDP Invesco Dorsey Wright Momentum ETF 1.2 62 -54 3.7 -3.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.2 25 -17 11.8 +4.2
SFYF SoFi Social 50 ETF 1.2 29 -21 0.2 -7.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 -12 5.9 -1.7
OPTZ Optimize Strategy Index ETF 1.1 50 -42 5.1 -2.6
DGT SPDR Global Dow ETF 1.1 50 -42 7.5 -0.2
ACWI iShares MSCI ACWI ETF 1.1 32 -24 5.8 -1.8
TMAT Main Thematic Innovation ETF 1.1 164 -156 -1.5 -9.2
SPYG SPDR Portfolio S&P 500 Growth ETF 1.1 4 4 4.3 -3.3
IVW iShares S&P 500 Growth ETF 1.1 18 -10 4.2 -3.5
VOOG Vanguard S&P 500 Growth ETF 1.1 10 -2 4.2 -3.4
DVND Touchstone Dividend Select ETF 1.1 67 -59 6.0 -1.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.1 39 -31 9.8 +2.2
LOWV AB US Low Volatility Equity ETF 1.1 48 -40 5.2 -2.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.1 75 -67 4.9 -2.7
IWP iShares Russell Mid-Cap Growth ETF 1.1 23 -15 3.4 -4.2
MGV Vanguard Mega Cap Value ETF 1.1 7 1 6.8 -0.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.1 32 -24 5.1 -2.6
MDLV Morgan Dempsey Large Cap Value ETF 1.0 58 -50 7.6 -0.1
SPMO Invesco S&P 500 Momentum ETF 1.0 13 -5 3.8 -3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 -1 6.1 -1.6
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -41 5.0 -2.7
RPV Invesco S&P 500 Pure Value ETF 1.0 35 -27 10.8 +3.2
VALQ American Century U.S. Quality Value ETF 1.0 29 -21 7.7 +0.1
FFND Future Fund Active ETF 1.0 100 -92 4.6 -3.1
FEGE First Eagle Global Equity ETF 1.0 79 -71 7.2 -0.5
LVOL American Century Low Volatility ETF 1.0 29 -21 4.9 -2.7
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 -17 6.2 -1.5
DTEC ALPS Disruptive Technologies ETF 1.0 50 -42 3.8 -3.8
FTA First Trust Large Cap Value AlphaDEX Fund 1.0 59 -51 9.3 +1.7
EPS WisdomTree U.S. LargeCap Fund 1.0 8 0 6.0 -1.7
RCGE RockCreek Global Equality ETF 1.0 95 -87 6.4 -1.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 -10 4.2 -3.4
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 -10 5.4 -2.2
RPG Invesco S&P 500 Pure Growth ETF 0.9 35 -27 3.3 -4.3
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 -31 9.8 +2.2
FDFF Fidelity Disruptive Finance ETF 0.9 50 -42 4.0 -3.6
SVAL iShares US Small Cap Value Factor ETF 0.9 20 -12 11.2 +3.6
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -67 5.1 -2.6
SPGP Invesco S&P 500 GARP ETF 0.9 34 -26 9.5 +1.8
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -62 11.7 +4.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.9 49 -41 9.7 +2.1
VUG Vanguard Growth ETF 0.9 4 4 4.1 -3.5
IWC iShares Micro-Cap ETF 0.9 60 -52 -0.7 -8.3
IWO iShares Russell 2000 Growth ETF 0.9 24 -16 1.4 -6.2
VTWG Vanguard Russell 2000 Growth ETF 0.8 15 -7 1.5 -6.2
GLRY Inspire Faithward Mid Cap Momentum ETF 0.8 80 -72 6.3 -1.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 -22 12.3 +4.6
DIVL Madison Dividend Value ETF 0.8 65 -57 5.8 -1.8
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -52 4.3 -3.4
JGLO JPMorgan Global Select Equity ETF 0.8 33 -25 5.1 -2.6
IWL iShares Russell Top 200 ETF 0.8 15 -7 4.9 -2.8
HKND Humankind US Stock ETF 0.8 11 -3 7.4 -0.3
MGC Vanguard Mega Cap ETF 0.8 7 1 4.9 -2.7
MGK Vanguard Mega Cap Growth ETF 0.7 7 1 4.2 -3.4
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 -7 5.8 -1.9
TMDV ProShares Russell US Dividend Growers ETF 0.7 35 -27 6.4 -1.2
SPHB Invesco S&P 500 High Beta ETF 0.7 25 -17 4.9 -2.8
SPVU Invesco S&P 500 Enhanced Value ETF 0.7 13 -5 10.2 +2.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 -11 6.5 -1.1
FBCV Fidelity Blue Chip Value ETF 0.7 59 -51 7.5 -0.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -52 2.1 -5.5
LQPE PEO AlphaQuest Thematic PE ETF 0.6 125 -117 6.6 -1.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 -7 4.6 -3.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -34 5.6 -2.0
BGDV Bahl & Gaynor Dividend ETF 0.6 45 -37 4.9 -2.8
HELX Franklin Genomic Advancements ETF 0.6 50 -42 -0.2 -7.8
RWL Invesco S&P 500 Revenue ETF 0.6 39 -31 6.9 -0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -67 4.2 -3.4
GDIV Harbor Dividend Growth Leaders ETF 0.6 50 -42 5.3 -2.3
TMFS Motley Fool Small-Cap Growth ETF 0.6 85 -77 3.4 -4.2
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 -7 5.5 -2.1
TMFC Motley Fool 100 Index ETF 0.5 50 -42 3.7 -4.0
KRMA Global X Conscious Companies ETF 0.5 43 -35 5.9 -1.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -22 8.1 +0.5
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -44 4.1 -3.5
CSMD Congress SMid Growth ETF 0.5 69 -61 4.0 -3.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.5 70 -62 4.8 -2.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 -13 4.0 -3.6
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 -22 6.2 -1.5
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 -41 5.8 -1.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -27 6.1 -1.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.4 36 -28 12.3 +4.7
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -51 3.1 -4.5
TMFX Motley Fool Next Index ETF 0.4 50 -42 2.8 -4.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 -17 6.0 -1.6
MGMT Ballast Small/Mid Cap ETF 0.3 110 -102 9.4 +1.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 4 4.1 -3.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 -27 14.0 +6.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 -21 4.4 -3.2
IUS Invesco RAFI Strategic US ETF 0.3 19 -11 6.9 -0.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -30 4.8 -2.8
GQQQ Astoria US Quality Growth Kings ETF 0.3 35 -27 4.9 -2.8
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -42 2.3 -5.3
SIXS ETC 6 Meridian Small Cap Equity ETF 0.3 89 -81 10.4 +2.8
IEDI iShares U.S. Consumer Focused ETF 0.3 18 -10 5.2 -2.5
GLOF iShares Global Equity Factor ETF 0.3 20 -12 6.9 -0.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -27 11.4 +3.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 -12 5.8 -1.8
SDIV Global X Superdividend ETF 0.2 58 -50 42.2 +34.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 -4 4.6 -3.0
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 -21 8.3 +0.7
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -37 6.2 -1.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -30 10.5 +2.8
GRPM Invesco S&P MidCap 400 GARP ETF 0.2 35 -27 9.4 +1.8
IWF iShares Russell 1000 Growth ETF 0.2 19 -11 4.5 -3.1
VONG Vanguard Russell 1000 Growth ETF 0.2 8 0 4.6 -3.0
PKW Invesco Buyback Achievers ETF 0.2 62 -54 7.6 -0.0
OEF iShares S&P 100 ETF 0.1 20 -12 4.8 -2.8
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -42 4.5 -3.1
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 -14 5.7 -2.0
EBI Longview Advantage ETF 0.1 35 -27 6.9 -0.8
IWY iShares Russell Top 200 Growth ETF 0.1 20 -12 4.7 -3.0
MVPA Miller Value Partners Appreciation ETF 0.0 60 -52 8.5 +0.9
CSD Invesco S&P Spin-Off ETF 0.0 65 -57 6.7 -1.0

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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*Six months ago = 100

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VALUATION METRICS
  2024 2025E 2026E
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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 1.9 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 7.6 %
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.