iShares U.S. Insurance ETF
ALTAR
Score™		 6.4% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 12.1x P/Sales
ratio		 1.5x
P/BV
ratio		 1.9x Div.
yield		 2.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares U.S. Insurance ETF seeks to track the investment results of an index composed of U.S. equities in the insurance sector.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $538
Currency USD
Expense ratio 40 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 57
Wgt avg mkt cap (mns) $60,066
Large cap (>$10bn) 90.3%
Mid cap ($2-10bn) 7.9%
Small cap (<$2bn) 1.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CHUBB LIMITED 13.4 %
PROGRESSIVE CORP 12.9 %
TRAVELERS COS INC/THE 8.5 %
ALLSTATE CORP 6.9 %
AFLAC INC 4.7 %
METLIFE INC 4.6 %
PRUDENTIAL FINANCIAL INC 4.5 %
AMERICAN INTERNATIONAL GROUP 4.4 %
HARTFORD FINANCIAL SVCS GRP 4.2 %
ARCH CAPITAL GROUP LTD 3.9 %
Total 68.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.5 %
SWITZERLAND 12.9 %
BERMUDA 4.8 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
10.1% 18.6% 15.9% 13.4% 7.4%

Market Correlations
versus... Beta R-squared
S&P500 -0.02 0%
MSCI EAFE 0.02 0%
MSCI Emg. Mkts. -0.17 6%

Technical Indicators
Recent close $147.40
30d moving avg. $144.39
Annualized volatility 16.2%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.5%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 142
Turnover 3.9%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 606 potential alternatives to the iShares U.S. Insurance ETF ETF based on the alternatives' overlap in portfolio holdings with IAK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IAK Expense: 40 bp ALTAR Score™: 6.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IAK
Ticker Fund
Name		 Overlap1
vs IAK
(%)		 Expense
ratio
(bp)		 Savings
vs IAK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IAK
(%)
KIE State Street SPDR S&P Insurance ETF 47.5 35 5 6.1 -0.3
FXO First Trust Financials AlphaDEX Fund 27.0 62 -22 7.5 +1.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 23.0 40 0 5.9 -0.6
IYF iShares U.S. Financials ETF 14.1 40 0 5.3 -1.1
USCF Themes US Cash Flow Champions ETF 14.1 29 11 7.4 +1.0
SPVM Invesco S&P 500 Value with Momentum ETF 14.0 39 1 6.0 -0.4
LGCF Themes US Cash Flow Champions ETF 13.9 30 10 6.9 +0.5
LYLD Cambria Large Cap Shareholder Yield ETF 13.4 59 -19 7.8 +1.4
RDVY First Trust Rising Dividend Achievers ETF 12.9 50 -10 4.7 -1.7
SHRY First Trust Bloomberg Shareholder Yield ETF 11.1 60 -20 8.3 +1.8
VFH Vanguard Financials ETF 11.0 9 31 5.7 -0.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 10.5 49 -9 4.5 -1.9
FNCL Fidelity MSCI Financials Index ETF 10.3 8 32 5.7 -0.8
SPLV Invesco S&P 500 Low Volatility ETF 10.3 25 15 4.9 -1.5
XLF Financial Select Sector SPDR 10.0 8 32 5.3 -1.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 9.8 20 20 8.3 +1.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 9.7 20 20 7.0 +0.6
CZA Invesco Zacks Mid-Cap ETF 9.6 72 -32 5.5 -0.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.6 70 -30 4.5 -1.9
FSCS First Trust SMID Capital Strength ETF 9.5 60 -20 6.7 +0.3
RNMC First Trust Mid Cap US Equity Select ETF 9.5 60 -20 6.6 +0.2
AVIE Avantis  Inflation Focused Equity ETF 9.4 25 15 5.9 -0.5
DFNL Davis Select Financial ETF 9.3 63 -23 6.8 +0.4
AVMV Avantis U.S. Mid Cap Value ETF 9.1 20 20 7.0 +0.6
QDIV Global X S&P 500 Quality Dividend ETF 9.0 20 20 7.4 +0.9
DVY iShares Select Dividend ETF 8.9 38 2 7.7 +1.3
FTA First Trust Large Cap Value AlphaDEX Fund 8.6 59 -19 7.2 +0.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.6 30 10 7.3 +0.8
GVLU Gotham 1000 Value ETF 8.4 50 -10 7.8 +1.3
AVLV Avantis U.S. Large Cap Value ETF 8.4 15 25 5.6 -0.8
MBOX Freedom Day Dividend ETF 8.3 39 1 6.4 +0.0
FTCS First Trust Capital Strength ETF 8.1 55 -15 5.4 -1.0
VOE Vanguard Mid-Cap Value ETF 8.0 7 33 6.5 +0.1
FTDS First Trust Dividend Strength ETF 8.0 70 -30 6.7 +0.2
FVD First Trust Value Line Dividend Index Fund 7.6 65 -25 5.5 -1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.5 60 -20 5.5 -1.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.4 55 -15 8.3 +1.9
VSDA VictoryShares Dividend Accelerator ETF 7.4 35 5 6.1 -0.3
BRIF FIS Bright Portfolios Focused Equity ETF 7.4 65 -25 3.2 -3.2
PKW Invesco Buyback Achievers ETF 7.3 62 -22 6.9 +0.4
RPV Invesco S&P 500 Pure Value ETF 7.2 35 5 8.4 +1.9
SPGP Invesco S&P 500 GARP ETF 7.1 34 6 5.4 -1.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 6.9 40 0 6.4 -0.0
FAB First Trust Multi Cap Value AlphaDEX Fund 6.8 67 -27 8.1 +1.6
KAT Scharf ETF 6.7 87 -47 6.0 -0.4
IMCV iShares Morningstar Mid-Cap Value ETF 6.7 6 34 6.6 +0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 6.5 80 -40 3.5 -2.9
SDY State Street SPDR S&P Dividend ETF 6.4 35 5 5.9 -0.6
XMLV Invesco S&P MidCap Low Volatility ETF 6.4 25 15 6.5 +0.1
ULVM VictoryShares US Value Momentum ETF 6.4 20 20 5.8 -0.6
SIXL ETC 6 Meridian Low Beta Equity ETF 6.4 80 -40 5.7 -0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.2 80 -40 6.5 +0.1
JOET Virtus Terranova US Quality Momentum ETF 6.2 29 11 3.7 -2.8
NUMV Nuveen ESG Mid-Cap Value ETF 6.1 31 9 5.2 -1.2
DIVG Invesco S&P 500 High Dividend Growers ETF 6.1 39 1 7.0 +0.6
DIVN Horizon Dividend Income ETF 6.0 70 -30 6.4 +0.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.0 75 -35 5.6 -0.8
FNK First Trust Mid Cap Value AlphaDEX Fund 5.8 70 -30 9.0 +2.6
XMVM Invesco S&P MidCap Value with Momentum ETF 5.8 39 1 6.9 +0.5
PWV Invesco Large Cap Value ETF 5.8 55 -15 5.9 -0.6
PY Principal Value ETF 5.7 15 25 6.8 +0.3
SMCF Themes US Small Cap Cash Flow Champions ETF 5.6 29 11 9.1 +2.7
DEUS Xtrackers Russell US Multifactor ETF 5.6 17 23 6.2 -0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.6 35 5 6.7 +0.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.6 38 2 6.6 +0.2
NUDV Nuveen ESG Dividend ETF 5.5 26 14 5.9 -0.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.5 15 25 6.1 -0.3
ROE Astoria US Quality Kings ETF 5.5 49 -9 5.1 -1.3
DFLV Dimensional US Large Cap Value ETF 5.5 22 18 5.8 -0.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.4 65 -25 4.6 -1.9
ABEQ Absolute Select Value ETF 5.4 85 -45 4.4 -2.1
EBI Longview Advantage ETF 5.3 35 5 5.7 -0.7
DON WisdomTree U.S. MidCap Dividend Fund 5.3 38 2 7.8 +1.3
ROUS Hartford Multifactor US Equity ETF 5.2 19 21 5.2 -1.2
FEX First Trust Large Cap Core AlphaDEX Fund 5.2 59 -19 4.8 -1.7
TPHD Timothy Plan High Dividend Stock ETF 5.2 52 -12 5.8 -0.6
AVUV Avantis U.S. Small Cap Value ETF 5.1 25 15 7.5 +1.0
IXG iShares Global Financials ETF 5.1 42 -2 5.7 -0.7
PRXV Praxis Impact Large Cap Value ETF 5.1 36 4 5.3 -1.2
SPVU Invesco S&P 500 Enhanced Value ETF 5.0 13 27 8.4 +2.0
RNSC Furst Trust Small Cap US Equity Select ETF 5.0 60 -20 4.5 -1.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.9 35 5 10.6 +4.1
QLV FlexShares US Quality Low Volatility Index Fund 4.9 22 18 4.9 -1.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.9 60 -20 4.2 -2.2
AFLG First Trust Active Factor Large Cap ETF 4.9 55 -15 4.8 -1.6
TMDV ProShares Russell US Dividend Growers ETF 4.8 35 5 5.9 -0.6
DFAT Dimensional U.S. Targeted Value ETF 4.8 28 12 8.1 +1.6
VO Vanguard Mid-Cap ETF 4.7 4 36 20.3 +13.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.7 20 20 5.4 -1.0
AVMC Avantis U.S. Mid Cap Equity ETF 4.7 18 22 5.8 -0.6
VAMO Cambria Value & Momentum ETF 4.7 61 -21 5.1 -1.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.7 18 22 5.0 -1.5
IWS iShares Russell Mid-Cap Value ETF 4.7 23 17 5.7 -0.7
STXV Strive 1000 Value ETF 4.7 18 22 6.6 +0.2
FBCV Fidelity Blue Chip Value ETF 4.6 59 -19 5.4 -1.1
BGDV Bahl & Gaynor Dividend ETF 4.6 45 -5 3.8 -2.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 4.6 12 28 5.4 -1.0
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 5 5.1 -1.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 0 5.1 -1.4
LST Leuthold Select Industries ETF 4.5 91 -51 4.6 -1.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.5 39 1 8.8 +2.4
XMHQ Invesco S&P MidCap Quality ETF 4.5 25 15 5.7 -0.8
SYLD Cambria Shareholder Yield ETF 4.5 59 -19 9.6 +3.2
XOEF iShares S&P 500 ex S&P 100 ETF 4.5 20 20 4.5 -1.9
USMV iShares MSCI USA Min Vol Factor ETF 4.4 15 25 5.2 -1.2
DIA SPDR Dow Jones Industrial Average ETF 4.4 16 24 4.5 -1.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.4 60 -20 5.8 -0.6
QUVU Hartford Quality Value ETF 4.4 46 -6 5.3 -1.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.4 15 25 7.4 +1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.3 60 -20 9.0 +2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.3 20 20 5.3 -1.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.3 20 20 5.8 -0.7
FNX First Trust Mid Cap Core AlphaDEX Fund 4.3 60 -20 5.9 -0.5
EVUS iShares ESG Aware MSCI USA Value ETF 4.2 18 22 5.4 -1.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.2 30 10 3.6 -2.8
IJJ iShares S&P Mid-Cap 400 Value ETF 4.2 18 22 7.5 +1.1
SPDV AAM S&P 500 High Dividend Value ETF 4.2 29 11 10.4 +3.9
VFVA Vanguard U.S. Value Factor ETF 4.2 13 27 8.6 +2.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 4.1 15 25 7.6 +1.1
EDOW First Trust Dow 30 Equal Weight ETF 4.1 50 -10 4.4 -2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.1 10 30 7.6 +1.2
FTGS First Trust Growth Strength ETF 4.1 60 -20 3.4 -3.0
ZECP Zacks Earnings Consistent Portfolio ETF 4.1 55 -15 4.0 -2.5
VFMV Vanguard U.S. Minimum Volatility ETF 4.1 13 27 5.6 -0.9
DFUV Dimensional US Marketwide Value ETF 4.0 22 18 5.8 -0.6
VFMF Vanguard U.S. Multifactor ETF 4.0 18 22 6.2 -0.3
HOMZ Hoya Capital Housing ETF 3.9 30 10 9.8 +3.3
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.4 -0.1
CSTK Invesco Comstock Contrarian Equity ETF 3.9 35 5 5.6 -0.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.9 12 28 6.0 -0.5
ISCV iShares Morningstar Small Cap Value ETF 3.9 6 34 7.2 +0.8
AVSU Avantis Responsible U.S. Equity ETF 3.9 15 25 4.7 -1.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.9 60 -20 4.8 -1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.9 52 -12 4.7 -1.7
CVY Invesco Zacks Multi-Asset Income ETF 3.9 106 -66 9.6 +3.1
EZM WisdomTree U.S. MidCap Fund 3.8 38 2 7.6 +1.2
YLDE ClearBridge Dividend Strategy ESG ETF 3.8 60 -20 5.1 -1.3
EQIN Columbia US Equity Income ETF 3.8 35 5 5.9 -0.5
JHMM John Hancock Multifactor Mid Cap ETF 3.8 42 -2 5.2 -1.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.8 35 5 5.8 -0.7
IMCB iShares Morningstar Mid-Cap ETF 3.8 4 36 5.0 -1.5
DHS WisdomTree U.S. High Dividend Fund 3.8 38 2 7.8 +1.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.8 30 10 8.5 +2.0
ACSI American Customer Satisfaction ETF 3.7 65 -25 4.3 -2.1
DFSU Dimensional US Sustainability Core 1 ETF 3.7 18 22 4.5 -2.0
PFI Invesco Dorsey Wright Financial Momentum ETF 3.6 60 -20 4.4 -2.0
GOP Unusual Whales Subversive Republican Trading ETF 3.6 50 -10 4.1 -2.3
BGIG Bahl & Gaynor Income Growth ETF 3.6 45 -5 4.3 -2.1
QDEF FlexShares Quality Dividend Defensive Index Fund 3.5 37 3 5.3 -1.2
PSCF Invesco S&P SmallCap Financials ETF 3.5 29 11 7.8 +1.3
MFVL Motley Fool Value Factor ETF 3.5 50 -10 5.4 -1.0
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -12 6.2 -0.2
IWR iShares Russell Midcap ETF 3.5 19 21 5.1 -1.3
SSPY Syntax Stratified LargeCap ETF 3.5 30 10 5.8 -0.6
SUSA iShares MSCI USA ESG Select ETF 3.4 25 15 3.9 -2.6
DIVY Sound Equity Dividend Income ETF 3.4 45 -5 7.5 +1.1
SIZE iShares MSCI USA Size Factor ETF 3.4 15 25 5.3 -1.2
ACWV iShares MSCI Global Min Vol Factor ETF 3.4 20 20 5.6 -0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.4 35 5 6.7 +0.3
FDLO Fidelity Low Volatility Factor ETF 3.4 15 25 4.7 -1.8
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 31 5.3 -1.2
VYM Vanguard High Dividend Yield Index ETF 3.4 6 34 5.9 -0.6
VFQY Vanguard U.S. Quality Factor ETF 3.4 13 27 5.2 -1.2
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 5.6 -0.8
RWK Invesco S&P MidCap 400 Revenue ETF 3.4 39 1 7.3 +0.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.3 60 -20 6.5 +0.0
DIVB iShares Core Dividend ETF 3.3 5 35 6.4 -0.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.3 35 5 6.1 -0.4
FSMD Fidelity Small-Mid Multifactor ETF 3.3 15 25 6.2 -0.2
BELT iShares Long-Term U.S. Equity Active ETF 3.3 75 -35 2.2 -4.3
DXUV Dimensional US Vector Equity ETF 3.3 28 12 5.0 -1.5
FVAL Fidelity Value Factor ETF 3.3 15 25 5.7 -0.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.3 54 -14 6.0 -0.5
VBR Vanguard Small Cap Value ETF 3.3 7 33 7.4 +1.0
RFV Invesco S&P Midcap 400 Pure Value ETF 3.2 35 5 10.5 +4.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.2 15 25 4.9 -1.6
FSGS First Trust SMID Growth Strength ETF 3.2 60 -20 4.6 -1.9
ETHO Etho Climate Leadership U.S. ETF 3.1 47 -7 3.9 -2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 31 5.0 -1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.1 50 -10 7.8 +1.4
XJH iShares ESG Screened S&P Mid-Cap ETF 3.1 12 28 5.7 -0.7
JHSC John Hancock Multifactor Small Cap ETF 3.1 42 -2 5.7 -0.7
JQUA JPMorgan U.S. Quality Factor ETF 3.1 12 28 4.7 -1.7
BIBL Inspire 100 ETF 3.1 35 5 4.1 -2.4
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 5.5 -0.9
AVUS Avantis U.S. Equity ETF 3.0 15 25 4.6 -1.9
DFAS Dimensional U.S. Small Cap ETF 3.0 26 14 5.2 -1.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.0 15 25 4.9 -1.6
SXQG ETC 6 Meridian Quality Growth ETF 3.0 100 -60 2.9 -3.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.0 65 -25 3.5 -2.9
MAGA Point Bridge America First ETF 3.0 72 -32 5.0 -1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.0 25 15 7.2 +0.8
FLDZ RiverNorth Patriot ETF 3.0 75 -35 5.4 -1.1
JHDV John Hancock U.S. High Dividend ETF 2.9 34 6 5.7 -0.7
VTV Vanguard Value ETF 2.9 4 36 5.6 -0.8
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 36 5.7 -0.8
MDY SPDR S&P Midcap 400 ETF Trust 2.8 23 17 5.7 -0.7
GPT Intelligent Alpha Atlas ETF 2.8 69 -29 6.1 -0.4
ISCB iShares Morningstar Small-Cap ETF 2.8 4 36 5.1 -1.4
DFVX Dimensional US Large Cap Vector ETF 2.8 22 18 5.1 -1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.8 15 25 5.9 -0.6
WCEO Hypatia Women CEO ETF 2.8 85 -45 4.3 -2.1
DFSV Dimensional US Small Cap Value ETF 2.8 31 9 8.3 +1.8
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.2 -2.3
BEEX BeeHive ETF 2.8 84 -44 3.6 -2.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.8 4 36 16.4 +10.0
WBIY WBI Power Factor High Dividend ETF 2.8 100 -60 11.3 +4.9
QDF FlexShares Quality Dividend Index Fund 2.7 37 3 5.1 -1.3
IJH iShares Core S&P Mid-Cap ETF 2.7 5 35 5.9 -0.6
FMDE Fidelity Enhanced Mid Cap ETF 2.7 23 17 5.1 -1.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.7 3 37 5.9 -0.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 25 6.0 -0.4
ABIG Argent Large Cap ETF 2.7 49 -9 4.1 -2.3
DUSA Davis Select U.S. Equity ETF 2.7 61 -21 6.6 +0.2
DWLD Davis Select Worldwide ETF 2.7 63 -23 6.5 +0.1
GKAT Scharf Global Opportunity ETF 2.7 57 -17 5.7 -0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 2.7 7 33 5.9 -0.6
SGLC SGI U.S. Large Cap Core ETF 2.7 85 -45 3.5 -2.9
REVS Columbia Research Enhanced Value ETF 2.7 19 21 6.3 -0.2
VIG Vanguard Dividend Appreciation ETF 2.7 5 35 4.8 -1.7
TOGA Tremblant Global ETF 2.6 69 -29 -0.2 -6.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 33 9.7 +3.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.6 15 25 6.5 +0.1
SMOX Horizon Small/Mid Cap Core Equity ETF 2.6 75 -35 5.1 -1.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.6 7 33 6.4 -0.1
FLRG Fidelity U.S. Multifactor ETF 2.6 15 25 5.7 -0.7
ROSC Hartford Multifactor Small Cap ETF 2.6 34 6 6.7 +0.2
DGRO iShares Core Dividend Growth ETF 2.6 8 32 5.3 -1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.6 7 33 5.1 -1.4
STXK Strive Small-Cap ETF 2.6 18 22 4.9 -1.6
USXF iShares ESG Advanced MSCI USA ETF 2.6 10 30 3.7 -2.7
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 22 5.2 -1.3
IWD iShares Russell 1000 Value ETF 2.5 19 21 5.0 -1.4
VONV Vanguard Russell 1000 Value ETF 2.5 7 33 5.1 -1.3
AFMC First Trust Active Factor Mid Cap ETF 2.5 65 -25 6.7 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.5 17 23 4.5 -1.9
BLCV iShares Large Cap Value Active ETF 2.5 53 -13 5.8 -0.7
WTV WisdomTree US Value ETF 2.5 12 28 7.5 +1.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.5 12 28 5.1 -1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 23 4.7 -1.7
TAX Cambria Tax Aware ETF 2.5 49 -9 3.9 -2.5
IUSV iShares Core S&P US Value ETF 2.5 4 36 5.7 -0.8
JHML John Hancock Multifactor Large Cap ETF 2.4 29 11 4.3 -2.1
STXM Strive Mid-Cap ETF 2.4 18 22 5.9 -0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.4 48 -8 5.4 -1.1
FDVV Fidelity High Dividend ETF 2.4 15 25 6.4 -0.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.4 78 -38 9.2 +2.8
PSET Principal Quality ETF 2.4 15 25 4.7 -1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -18 5.1 -1.3
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.4 5 35 7.2 +0.8
USMF WisdomTree U.S. Multifactor Fund 2.4 28 12 6.4 -0.0
EPS WisdomTree U.S. LargeCap Fund 2.4 8 32 4.6 -1.9
IVE iShares S&P 500 Value ETF 2.4 18 22 5.4 -1.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.4 15 25 4.7 -1.7
VOOV Vanguard S&P 500 Value ETF 2.4 7 33 5.5 -0.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.4 4 36 5.5 -0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 22 6.6 +0.2
NULV Nuveen ESG Large-Cap Value ETF 2.3 26 14 5.0 -1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.3 60 -20 4.4 -2.1
SMMD iShares Russell 2500 ETF 2.3 15 25 5.2 -1.2
DAK Dakota Active Equity ETF 2.3 43 -3 3.6 -2.8
SPHQ Invesco S&P 500 Quality ETF 2.3 15 25 4.5 -1.9
FNDX Schwab Fundamental US Large Co. Index ETF 2.3 25 15 5.9 -0.5
DCOR Dimensional US Core Equity 1 ETF 2.3 14 26 4.4 -2.0
GQI Natixis Gateway Quality Income ETF 2.3 34 6 4.5 -1.9
FDL First Trust Morningstar Dividend Leaders Index Fund 2.3 45 -5 8.8 +2.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 16 6.9 +0.5
BKSE BNY Mellon US Small Cap Core Equity ETF 2.3 4 36 14.7 +8.3
PFM Invesco Dividend Achievers ETF 2.3 53 -13 4.5 -1.9
PRAY FIS Christian Stock Fund 2.3 69 -29 3.9 -2.6
PEY Invesco High Yield Equity Dividend Achievers ETF 2.3 52 -12 8.1 +1.7
FNDB Schwab Fundamental US Broad Market Index ETF 2.3 25 15 5.9 -0.5
SCHD Schwab US Dividend Equity ETF 2.3 6 34 7.8 +1.4
VXF Vanguard Extended Market ETF 2.3 5 35 3.6 -2.9
SCHV Schwab U.S. Large-Cap Value ETF 2.3 4 36 5.4 -1.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.3 12 28 3.2 -3.3
OPTZ Optimize Strategy Index ETF 2.2 50 -10 3.3 -3.2
OSCV Opus Small Cap Value ETF 2.2 79 -39 5.6 -0.8
VB Vanguard Small-Cap ETF 2.2 5 35 5.0 -1.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.2 36 4 7.6 +1.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 4.7 -1.7
RAFE PIMCO RAFI ESG U.S. ETF 2.2 29 11 5.9 -0.6
BFOR ALPS Barron's 400 ETF 2.2 65 -25 20.5 +14.1
PRF Invesco FTSE RAFI US 1000 ETF 2.2 34 6 5.4 -1.1
ILCV iShares Morningstar Value ETF 2.2 4 36 5.1 -1.3
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -25 2.4 -4.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.2 29 11 7.0 +0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 1 6.7 +0.3
AUSF Global X Adaptive U.S. Factor ETF 2.2 27 13 7.8 +1.3
QWLD SPDR MSCI World StrategicFactors ETF 2.2 30 10 5.0 -1.4
JPEF JPMorgan Equity Focus ETF 2.2 50 -10 3.7 -2.8
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 3.7 -2.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.1 24 16 5.7 -0.7
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 4 7.8 +1.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.1 35 5 5.6 -0.8
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -49 4.2 -2.3
DVGR DAC 3D Dividend Growth ETF 2.1 65 -25 4.6 -1.9
SCHA Schwab U.S. Small-Cap ETF 2.1 4 36 4.2 -2.3
IWN iShares Russell 2000 Value ETF 2.1 24 16 4.4 -2.0
CHGX AXS Change Finance ESG ETF 2.1 49 -9 4.2 -2.3
MDLV Morgan Dempsey Large Cap Value ETF 2.1 58 -18 5.8 -0.7
KBWD Invesco KBW High Dividend Yield Financial ETF 2.1 384 -344 17.4 +11.0
APUE ActivePassive U.S. Equity ETF 2.1 45 -5 3.8 -2.7
VTWV Vanguard Russell 2000 Value ETF 2.1 10 30 4.6 -1.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.1 39 1 3.3 -3.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 20 5.9 -0.5
EMOT First Trust S&P 500 Economic Moat ETF 2.1 60 -20 7.8 +1.4
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -21 4.9 -1.6
PTL Inspire 500 ETF 2.0 9 31 4.3 -2.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 3.4 -3.0
AVSC Avantis U.S Small Cap Equity ETF 2.0 25 15 4.3 -2.2
TMFX Motley Fool Next Index ETF 2.0 50 -10 2.8 -3.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 31 4.2 -2.2
TIIV AAM Todd International Intrinsic Value ETF 2.0 54 -14 9.3 +2.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.0 29 11 5.4 -1.0
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -35 4.5 -1.9
DTD WisdomTree U.S. Total Dividend Fund 1.9 28 12 5.5 -1.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.9 15 25 8.4 +2.0
IJS iShares S&P Small-Cap 600 Value ETF 1.9 18 22 8.3 +1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 10 30 8.4 +2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 28 4.3 -2.1
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 4.8 -1.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 25 5.8 -0.7
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 3.9 -2.5
DIVL Madison Dividend Value ETF 1.9 65 -25 4.7 -1.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 5.9 -0.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 33 5.7 -0.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 15 5.8 -0.7
DFAU Dimensional US Core Equity Market ETF 1.9 12 28 4.2 -2.3
IUS Invesco RAFI Strategic US ETF 1.9 19 21 5.3 -1.2
DSI iShares MSCI KLD 400 Social ETF 1.8 25 15 4.0 -2.4
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 34 2.6 -3.8
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 28 5.7 -0.7
VLUE iShares MSCI USA Value Factor ETF 1.8 15 25 6.1 -0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.8 60 -20 5.9 -0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.8 35 5 4.1 -2.3
IJR iShares Core S&P Small Cap ETF 1.8 6 34 5.9 -0.6
SIXS ETC 6 Meridian Small Cap Equity ETF 1.8 89 -49 7.3 +0.9
FYC First Trust Small Cap Growth AlphaDEX Fund 1.8 71 -31 -0.6 -7.1
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 22 4.3 -2.2
SURE AdvisorShares Insiders Advantage ETF 1.8 90 -50 7.3 +0.9
XSHQ Invesco S&P SmallCap Quality ETF 1.8 29 11 6.3 -0.1
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 25 4.0 -2.4
NUSC Nuveen ESG Small-Cap ETF 1.7 31 9 4.6 -1.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.7 48 -8 7.5 +1.1
IWX iShares Russell Top 200 Value ETF 1.7 20 20 4.7 -1.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.7 65 -25 7.1 +0.6
GINX SGI Enhanced Global Income ETF 1.7 98 -58 6.3 -0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 12 5.2 -1.2
STOX Horizon Core Equity ETF 1.7 70 -30 3.4 -3.0
SFGV Sequoia Global Value ETF 1.7 23 17 6.9 +0.4
LRGF iShares U.S. Equity Factor ETF 1.7 8 32 4.5 -2.0
SFTY Horizon Managed Risk ETF 1.7 77 -37 3.4 -3.1
RSSL Global X Russell 2000 ETF 1.6 8 32 2.5 -3.9
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 31 4.0 -2.4
IWM iShares Russell 2000 ETF 1.6 19 21 2.5 -4.0
RJDI RJ Eagle Dividend Select Income ETF 1.6 55 -15 4.4 -2.1
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 2.1 -4.4
WSML iShares MSCI World Small-Cap ETF 1.6 15 25 5.2 -1.3
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 30 4.1 -2.4
FDRR Fidelity Dividend ETF for Rising Rates 1.6 15 25 5.5 -1.0
JVAL JPMorgan U.S. Value Factor ETF 1.6 12 28 6.5 +0.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.6 25 15 4.0 -2.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.6 19 21 4.6 -1.9
LOWV AB US Low Volatility Equity ETF 1.6 48 -8 4.2 -2.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.6 9 31 4.1 -2.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.5 32 8 3.8 -2.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.5 15 25 3.4 -3.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 30 3.4 -3.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.5 18 22 3.4 -3.1
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 4 4.0 -2.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -35 4.6 -1.8
LCF Touchstone US Large Cap Focused ETF 1.5 69 -29 3.5 -3.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.5 73 -33 8.9 +2.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.5 29 11 6.5 +0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 1.5 59 -19 1.8 -4.7
TOPC iShares S&P 500 3% Capped ETF 1.5 15 25 4.2 -2.2
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 2 3.7 -2.7
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 25 4.3 -2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 30 4.1 -2.4
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -25 2.9 -3.5
VEGN US Vegan Climate ETF 1.5 60 -20 3.3 -3.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.5 14 26 4.0 -2.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 11 3.9 -2.5
VTWO Vanguard Russell 2000 ETF 1.4 7 33 2.6 -3.8
DFUS Dimensional U.S. Equity ETF 1.4 9 31 4.0 -2.5
EES WisdomTree U.S. SmallCap Fund 1.4 38 2 7.3 +0.8
FDWM Fidelity Women's Leadership ETF 1.4 59 -19 3.9 -2.5
YOKE Yoke Core ETF 1.4 42 -2 3.6 -2.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.4 12 28 3.2 -3.2
XVV iShares ESG Screened S&P 500 ETF 1.4 8 32 4.0 -2.4
BLCR iShares Large Cap Core Active ETF 1.4 36 4 2.8 -3.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.4 10 30 4.1 -2.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.4 15 25 4.0 -2.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 23 4.0 -2.4
RAUS RACWI US ETF 1.4 15 25 4.0 -2.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.4 35 5 6.5 +0.1
MGV Vanguard Mega Cap Value ETF 1.4 7 33 5.2 -1.2
VTI Vanguard Total Stock Market ETF 1.4 3 37 4.0 -2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 37 4.0 -2.4
DGT State Street SPDR Global Dow ETF 1.4 50 -10 5.5 -1.0
IWV iShares Russell 3000 ETF 1.4 20 20 3.9 -2.5
SCHB Schwab U.S. Broad Market ETF 1.4 3 37 4.1 -2.3
BLES Inspire Global Hope ETF 1.4 61 -21 5.5 -0.9
IYY iShares Dow Jones U.S. ETF 1.4 20 20 4.0 -2.5
FELC Fidelity Enhanced Large Cap Core ETF 1.4 18 22 4.2 -2.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -24 1.2 -5.2
ENHU iShares Enhanced Large Cap Core Active ETF 1.4 22 18 4.0 -2.5
PSC Principal U.S. Small-Cap ETF 1.4 38 2 3.4 -3.0
VTHR Vanguard Russell 3000 ETF 1.3 7 33 4.0 -2.4
VONE Vanguard Russell 1000 ETF 1.3 7 33 4.1 -2.3
IWB iShares Russell 1000 ETF 1.3 15 25 4.0 -2.4
HDUS Hartford Disciplined US Equity ETF 1.3 19 21 4.6 -1.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 37 4.2 -2.2
SCHK Schwab 1000 Index ETF 1.3 5 35 4.1 -2.3
USEW Cambria US EW ETF 1.3 30 10 4.0 -2.4
RECS Columbia Research Enhanced Core ETF 1.3 15 25 5.2 -1.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.3 25 15 6.9 +0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 4.7 -1.7
CHRI Global X S&P 500 Christian Values ETF 1.3 29 11 3.8 -2.6
SCHX Schwab U.S. Large-Cap ETF 1.3 3 37 4.2 -2.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -39 3.9 -2.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 20 3.9 -2.6
ISMD Inspire Small/Mid Cap ETF 1.3 54 -14 4.6 -1.8
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -39 3.3 -3.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 -20 7.0 +0.6
GXLC Global X U.S. 500 ETF 1.3 2 38 4.0 -2.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.3 15 25 4.1 -2.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 29 4.0 -2.4
ASLV Allspring Special Large Value ETF 1.3 35 5 4.9 -1.5
VV Vanguard Large-Cap ETF 1.3 4 36 4.0 -2.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 29 4.2 -2.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 20 3.7 -2.7
VOO Vanguard S&P 500 ETF 1.2 3 37 4.1 -2.3
SPY SPDR S&P 500 ETF 1.2 9 31 4.0 -2.4
IVV iShares Core S&P 500 ETF 1.2 3 37 4.1 -2.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.2 2 38 4.1 -2.3
ITAN Sparkline Intangible Value ETF 1.2 50 -10 5.5 -0.9
SPXV ProShares S&P 500 Ex-Health Care ETF 1.2 9 31 3.8 -2.6
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 37 4.0 -2.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.2 20 20 4.1 -2.4
RGEF Rockefeller Global Equity ETF 1.2 55 -15 3.7 -2.8
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 30 4.2 -2.2
THRO iShares U.S. Thematic Rotation Active ETF 1.2 90 -50 3.0 -3.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.2 47 -7 7.1 +0.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 31 3.9 -2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 33 4.0 -2.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 22 3.8 -2.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.2 60 -20 -0.9 -7.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.2 29 11 3.9 -2.6
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 4.8 -1.7
PBUS Invesco MSCI USA ETF 1.2 4 36 4.1 -2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 1 2.1 -4.4
VOTE TCW Transform 500 ETF 1.2 5 35 4.0 -2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.2 25 15 5.4 -1.0
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -10 3.6 -2.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 40 12.2 +5.7
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 6.7 +0.3
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -2 3.4 -3.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.1 12 28 3.8 -2.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 -12 4.9 -1.5
IWO iShares Russell 2000 Growth ETF 1.1 24 16 0.5 -6.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.1 10 30 4.1 -2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 38 4.1 -2.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 56 -16 9.3 +2.9
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -19 3.6 -2.9
RVRB Reverb ETF 1.1 30 10 3.6 -2.8
RUNN Running Oak Efficient Growth ETF 1.1 58 -18 4.6 -1.8
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 15 4.4 -2.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.1 20 20 4.2 -2.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.1 35 5 5.5 -1.0
GLRY Inspire Faithward Mid Cap Momentum ETF 1.0 80 -40 3.7 -2.7
UDI USCF Dividend Income Fund 1.0 65 -25 6.4 -0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -35 3.1 -3.3
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -20 3.1 -3.4
JEPI JPMorgan Equity Premium Income ETF 1.0 35 5 5.1 -1.4
RCGE RockCreek Global Equality ETF 1.0 95 -55 5.7 -0.8
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 5 3.2 -3.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.0 38 2 4.9 -1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.0 6 34 3.2 -3.3
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.2 -2.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 5 2.8 -3.7
DUHP Dimensional US High Profitability ETF 1.0 21 19 5.2 -1.3
ACVF American Conservative Values ETF 1.0 75 -35 3.6 -2.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 25 4.5 -2.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 4.6 -1.8
FFND Future Fund Active ETF 0.9 100 -60 4.2 -2.3
NIXT Research Affiliates Deletions ETF 0.9 9 31 5.9 -0.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.9 35 5 4.6 -1.8
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 1 3.5 -3.0
AFSM First Trust Active Factor Small Cap ETF 0.9 75 -35 5.3 -1.2
EQL Alps Equal Sector Weight ETF 0.9 25 15 5.0 -1.4
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 30 0.6 -5.8
URTH iShares MSCI World ETF 0.9 24 16 4.2 -2.2
DBSC Deepwater Beachfront Small Cap ETF 0.9 85 -45 1.2 -5.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 4.6 -1.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 10 3.7 -2.8
FQAL Fidelity Quality Factor ETF 0.9 15 25 4.7 -1.7
GEW Cambria Global EW ETF 0.9 29 11 5.2 -1.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.9 8 32 4.3 -2.2
WLDR Affinity World Leaders Equity ETF 0.9 67 -27 5.5 -0.9
SFY SoFi Select 500 ETF 0.9 0 40 3.7 -2.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 2 7.6 +1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 31 4.3 -2.2
KLMN Invesco MSCI North America Climate ETF 0.9 9 31 4.2 -2.3
GRPM Invesco S&P MidCap 400 GARP ETF 0.8 35 5 6.3 -0.2
VT Vanguard Total World Stock ETF 0.8 6 34 4.9 -1.6
CGUS Capital Group Core Equity ETF 0.8 33 7 3.4 -3.0
JPSV JPMorgan Active Small Cap Value ETF 0.8 74 -34 6.8 +0.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.8 7 33 4.3 -2.2
VBK Vanguard Small-Cap Growth ETF 0.8 7 33 1.2 -5.2
IWL iShares Russell Top 200 ETF 0.8 15 25 3.8 -2.7
ASCE Allspring SMID Core ETF 0.8 38 2 2.8 -3.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.8 42 -2 3.9 -2.5
ACWI iShares MSCI ACWI ETF 0.8 32 8 4.5 -1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 21 4.9 -1.5
AIEQ AI Powered Equity ETF 0.8 75 -35 3.6 -2.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 13 6.3 -0.1
GLOF iShares Global Equity Factor ETF 0.8 20 20 5.4 -1.0
ABLS Abacus FCF Small Cap Leaders ETF 0.8 59 -19 4.1 -2.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -9 3.6 -2.9
VALQ American Century U.S. Quality Value ETF 0.7 29 11 6.9 +0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 6.1 -0.3
FFTY Innovator IBD 50 ETF 0.7 80 -40 0.0 -6.4
RNIN Bushido Capital US SMID Cap Equity ETF 0.7 70 -30 9.2 +2.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.7 49 -9 6.9 +0.5
HEAL Global X HealthTech ETF 0.7 50 -10 -1.4 -7.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.7 65 -25 0.4 -6.0
TCV Towle Value ETF 0.7 85 -45 8.7 +2.2
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -15 9.9 +3.5
HYP Golden Eagle Dynamic Hypergrowth ETF 0.7 85 -45 -0.8 -7.2
SPIT F/m Emerald Special Situations ETF 0.7 105 -65 -0.7 -7.2
JAVA JPMorgan Active Value ETF 0.7 44 -4 5.2 -1.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.7 30 10 3.9 -2.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 3.3 -3.2
FDLS Inspire Fidelis Multi Factor ETF 0.6 76 -36 3.0 -3.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 30 3.6 -2.8
KONG Formidable Fortress ETF 0.6 89 -49 5.0 -1.4
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 6.9 +0.5
SNPV Xtrackers S&P 500 Value ESG ETF 0.6 15 25 5.3 -1.1
NULC Nuveen ESG Large-Cap ETF 0.6 21 19 3.8 -2.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.6 35 5 8.5 +2.0
MVPA Miller Value Partners Appreciation ETF 0.6 60 -20 9.2 +2.8
FEGE First Eagle Global Equity ETF 0.6 79 -39 5.8 -0.6
MGC Vanguard Mega Cap ETF 0.6 7 33 3.8 -2.6
FCPI Fidelity Stocks for Inflation ETF 0.6 15 25 5.7 -0.7
KLMT Invesco MSCI Global Climate 500 ETF 0.6 10 30 4.8 -1.6
VIDI Vident International Equity Strategy ETF 0.6 61 -21 8.2 +1.8
CGDG Capital Group Dividend Growers ETF 0.6 47 -7 5.0 -1.4
DURA VanEck Durable High Dividend ETF 0.6 29 11 6.3 -0.1
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 25 3.9 -2.6
GSPY Gotham Enhanced 500 ETF 0.5 50 -10 4.2 -2.2
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 27 1.7 -4.8
TXS Texas Capital Texas Equity Index ETF 0.5 49 -9 4.8 -1.6
LRGC AB US Large Cap Strategic Equities ETF 0.5 48 -8 3.7 -2.8
OEI Optimized Equity Income ETF 0.5 75 -35 3.6 -2.9
TTAC FCF US Quality ETF 0.5 59 -19 5.8 -0.6
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -35 2.8 -3.7
AQLT iShares MSCI Global Quality Factor ETF 0.5 18 22 0.0 -6.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 -20 4.5 -1.9
AVUQ Avantis U.S. Quality ETF 0.5 15 25 3.6 -2.9
FINX Global X FinTech ETF 0.4 68 -28 2.8 -3.7
ITEQ BlueStar Israel Technology ETF 0.4 75 -35 1.1 -5.3
ISRA VanEck Israel ETF 0.4 59 -19 5.8 -0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 -30 2.0 -4.4
TMFC Motley Fool 100 Index ETF 0.4 50 -10 2.9 -3.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.4 35 5 4.5 -1.9
OALC OneAscent Large Cap Core ETF 0.4 86 -46 3.2 -3.2
IWC iShares Micro-Cap ETF 0.4 60 -20 -1.3 -7.7
CTEF Castellan Targeted Equity ETF 0.4 45 -5 2.6 -3.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -55 -0.6 -7.0
FFOX FundX Future Fund Opportunities ETF 0.4 100 -60 2.3 -4.1
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -35 4.0 -2.4
ICAP InfraCap Equity Income Fund ETF 0.4 171 -131 4.3 -2.1
ARB AltShares Merger Arbitrage ETF 0.4 77 -37 2.7 -3.8
WSGE Warren Street Global Equity ETF 0.4 80 -40 2.8 -3.7
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 4.2 -2.2
FDM First Trust Dow Jones Select MicroCap Index Fund 0.4 60 -20 6.5 +0.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 0 3.4 -3.0
FDG American Century Focused Dynamic Growth ETF 0.4 45 -5 1.8 -4.6
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 36 3.0 -3.4
TEXN iShares Texas Equity ETF 0.3 20 20 5.1 -1.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.3 18 22 3.3 -3.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.4 -0.0
VOOG Vanguard S&P 500 Growth ETF 0.3 7 33 18.2 +11.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -16 6.6 +0.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 36 3.0 -3.4
IVW iShares S&P 500 Growth ETF 0.3 18 22 2.9 -3.6
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.0 -3.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 8.4 +1.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 19 2.9 -3.6
ILCG iShares Morningstar Growth ETF 0.2 4 36 3.1 -3.4
JGRO JPMorgan Active Growth ETF 0.2 44 -4 2.5 -3.9
HDV iShares Core High Dividend ETF 0.2 8 32 29.0 +22.6
FPX First Trust US Equity Opportunities ETF 0.2 61 -21 0.8 -5.6
STXG Strive 1000 Growth ETF 0.2 18 22 3.2 -3.3
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 14.5 +8.1
PNQI Invesco NASDAQ Internet ETF 0.1 60 -20 3.7 -2.7
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -10 2.7 -3.8
PAWZ ProShares Pet Care ETF 0.1 50 -10 4.0 -2.4
QGRO American Century U.S. Quality Growth ETF 0.1 29 11 3.9 -2.5
FFF Founders 100 ETF 0.1 75 -35 2.4 -4.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 28 3.5 -2.9
SPMO Invesco S&P 500 Momentum ETF 0.1 13 27 2.9 -3.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.1 20 20 0.8 -5.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 12 4.9 -1.6

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 iShares U.S. Insurance 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 12.2 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.76 CATEGORY
AVERAGE		 1.57
 
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.