iShares Neuroscience and Healthcare ETF
ALTAR
Score™		 0.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -31.1x P/Sales
ratio		 5.5x
P/BV
ratio		 0.0x Div.
yield		 1.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
IBRN tracks a market cap-weighted index that provides global equity exposure to companies that are positioned to benefit from neuroscience advancements. The index may hold securities from large- to small-cap.

FUND BASICS
Category Global Equities
Fund Sponsor Blackrock
Website www.ishares.com/us/products/329137/ishares-neuroscience-and-healthcare-etf
Inception date Aug 24, 2022
Assets (mns) $6
Currency USD
Expense ratio 47 bp
Distributions Semi-annual

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 73
Wgt avg mkt cap (mns) $5,638
Large cap (>$10bn) 21.4%
Mid cap ($2-10bn) 31.1%
Small cap (<$2bn) 46.4%
Developed mkts 94.4%
Emerging mkts 5.7%

TOP TEN HOLDINGS
DIANTHUS THERAPEUTICS INC 5.0 %
PRAXIS PRECISION MEDICINES INC 4.9 %
XENON PHARMACEUTICALS INC 4.9 %
ALKERMES PLC 4.8 %
ARROWHEAD PHARMACEUTICALS, INC. 4.5 %
ACADIA PHARMACEUTICALS INC 4.4 %
PTC THERAPEUTICS INC 4.2 %
SCHOLAR ROCK HOLDING CORP. 4.2 %
NEUROCRINE BIOSCIENCES INC 4.2 %
AXSOME THERAPEUTICS, INC. 4.0 %
Total 45.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 63.0 %
IRELAND 4.9 %
NETHERLANDS 3.7 %
SOUTH KOREA 2.2 %
SWITZERLAND 1.5 %
JAPAN 0.4 %
HONG KONG 0.3 %




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.
13.3% 58.4% -- -- 11.1%

Market Correlations
versus... Beta R-squared
S&P500 1.02 26%
MSCI EAFE 0.88 29%
MSCI Emg. Mkts. 0.47 20%

Technical Indicators
Recent close $37.68
30d moving avg. $37.98
Annualized volatility 24.1%
Short interest (ETF) 4.9%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 4
Turnover 2.7%
Bid/Ask (% of price) 0.27%
ADV underlying (mns) $729

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 476 potential alternatives to the iShares Neuroscience and Healthcare ETF ETF based on the alternatives' overlap in portfolio holdings with IBRN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IBRN Expense: 47 bp ALTAR Score™: 0.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IBRN
Ticker Fund
Name		 Overlap1
vs IBRN
(%)		 Expense
ratio
(bp)		 Savings
vs IBRN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IBRN
(%)
SBIO ALPS Medical Breakthroughs ETF 16.8 50 -3 0.0 0.0
PBE Invesco Biotechnology & Genome ETF 14.1 58 -11 1.7 +1.7
XBI State Street SPDR S&P Biotech ETF 13.3 35 12 -1.5 -1.5
PSIL AdvisorShares Psychedelics ETF 13.2 99 -52 -1.2 -1.2
IBB iShares Biotechnology ETF 12.5 45 2 -0.5 -0.5
BBP Virtus LifeSci Biotech Products ETF 12.1 79 -32 -3.6 -3.6
IBBQ Invesco Nasdaq Biotechnology ETF 11.1 19 28 0.3 +0.3
PSCH Invesco S&P SmallCap Health Care ETF 10.9 29 18 2.0 +2.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 10.7 60 -13 -1.3 -1.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 10.2 79 -32 0.0 0.0
BMED Future Health ETF 9.8 85 -38 1.1 +1.1
BBH VanEck Biotech ETF 9.6 35 12 4.9 +4.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 9.1 60 -13 6.4 +6.4
THNR Amplify Weight Loss Drug & Treatment ETF 8.7 59 -12 5.8 +5.8
XPH State Street SPDR S&P Pharmaceuticals ETF 8.2 35 12 -1.6 -1.6
MEDX Horizon Kinetics Medical ETF 8.1 85 -38 1.5 +1.5
FXH First Trust Health Care AlphaDEX Fund 7.2 62 -15 4.3 +4.3
LFSC F/m Emerald Life Sciences Innovation ETF 7.2 79 -32 0.0 0.0
GNOM Global X Genomics & Biotechnology ETF 6.3 50 -3 -2.3 -2.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 6.2 68 -21 2.1 +2.1
PJP Invesco Pharmaceuticals ETF 5.5 57 -10 6.4 +6.4
WDNA WisdomTree BioRevolution Fund 5.2 45 2 -2.0 -2.0
HELX Franklin Genomic Advancements ETF 4.7 50 -3 -1.3 -1.3
GDOC Goldman Sachs Future Health Care Equity ETF 4.6 75 -28 0.9 +0.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.4 95 -48 -0.6 -0.6
FMED Fidelity Disruptive Medicine ETF 4.2 50 -3 -1.1 -1.1
QQQS Invesco NASDAQ Future Gen 200 ETF 4.2 20 27 -3.3 -3.3
IHE iShares U.S. Pharmaceuticals ETF 4.0 40 7 4.3 +4.3
XHE State Street SPDR S&P Health Care Equipment ETF 3.7 35 12 3.3 +3.3
FMKT The Free Markets ETF 3.6 76 -29 4.1 +4.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 12 4.5 +4.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.3 15 32 3.7 +3.7
MEDI Harbor Health Care ETF 3.1 80 -33 -1.4 -1.4
TMFX Motley Fool Next Index ETF 3.0 50 -3 2.8 +2.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.9 35 12 2.8 +2.8
SAGP Strategas Global Policy Opportunities ETF 2.9 65 -18 4.6 +4.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.7 49 -2 6.1 +6.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.7 60 -13 -0.9 -0.9
IWO iShares Russell 2000 Growth ETF 2.7 24 23 0.5 +0.5
SMCF Themes US Small Cap Cash Flow Champions ETF 2.7 29 18 9.1 +9.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.6 70 -23 2.0 +2.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.4 15 32 3.4 +3.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 29 3.4 +3.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.4 10 37 3.4 +3.4
XSHQ Invesco S&P SmallCap Quality ETF 2.4 29 18 6.3 +6.3
BUL Pacer US Cash Cows Growth ETF 2.4 60 -13 3.3 +3.3
FESM Fidelity Enhanced Small Cap ETF 2.4 28 19 2.1 +2.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.3 35 12 5.5 +5.5
SIXS ETC 6 Meridian Small Cap Equity ETF 2.2 89 -42 7.3 +7.3
VTWG Vanguard Russell 2000 Growth ETF 2.2 10 37 0.6 +0.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 39 8 1.1 +1.1
SPIT F/m Emerald Special Situations ETF 2.2 105 -58 -0.7 -0.7
IWC iShares Micro-Cap ETF 2.2 60 -13 -1.3 -1.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.1 52 -5 5.0 +5.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 2.1 40 7 6.7 +6.7
ABOT Abacus FCF Innovation Leaders ETF 2.1 69 -22 3.6 +3.6
FTGS First Trust Growth Strength ETF 2.1 60 -13 3.4 +3.4
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 7 5.6 +5.6
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 2.0 75 -28 1.9 +1.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.0 39 8 3.3 +3.3
CALF Pacer US Small Cap Cash Cows 100 ETF 2.0 59 -12 8.1 +8.1
DBSC Deepwater Beachfront Small Cap ETF 2.0 85 -38 1.2 +1.2
SAMM Strategas Macro Momentum ETF 2.0 66 -19 3.9 +3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.9 20 27 3.7 +3.7
RSSL Global X Russell 2000 ETF 1.9 8 39 2.5 +2.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.9 55 -8 3.0 +3.0
VBK Vanguard Small-Cap Growth ETF 1.9 7 40 1.2 +1.2
IWM iShares Russell 2000 ETF 1.9 19 28 2.5 +2.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.9 25 22 10.2 +10.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 41 2.6 +2.6
KNO AXS Knowledge Leaders ETF 1.8 78 -31 3.8 +3.8
NIXT Research Affiliates Deletions ETF 1.8 9 38 5.9 +5.9
JSML Janus Henderson Small Cap Growth Alpha ETF 1.8 30 17 2.5 +2.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.8 35 12 5.6 +5.6
XMMO Invesco S&P MidCap Momentum ETF 1.7 34 13 3.5 +3.5
FDG American Century Focused Dynamic Growth ETF 1.7 45 2 1.8 +1.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.7 49 -2 4.5 +4.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.7 59 -12 3.9 +3.9
HRTS Tema Heart & Health ETF 1.7 75 -28 2.8 +2.8
FHLC Fidelity MSCI Health Care Index ETF 1.7 8 39 5.1 +5.1
VFMO Vanguard U.S. Momentum Factor ETF 1.7 13 34 1.7 +1.7
PSC Principal U.S. Small-Cap ETF 1.7 38 9 3.4 +3.4
VTWO Vanguard Russell 2000 ETF 1.7 7 40 2.6 +2.6
VHT Vanguard Health Care ETF 1.6 9 38 4.9 +4.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.6 10 37 4.1 +4.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.6 15 32 4.0 +4.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.6 17 30 4.0 +4.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.6 71 -24 -0.6 -0.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 38 3.4 +3.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.6 20 27 5.4 +5.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 43 14.7 +14.7
STXK Strive Small-Cap ETF 1.5 18 29 4.9 +4.9
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 35 5.7 +5.7
AGNG Global X Aging Population ETF 1.5 50 -3 4.2 +4.2
HAPS Harbor Human Capital Factor US Small Cap ETF 1.5 60 -13 3.1 +3.1
XSMO Invesco S&P SmallCap Momentum ETF 1.4 39 8 3.5 +3.5
SCHA Schwab U.S. Small-Cap ETF 1.4 4 43 4.2 +4.2
CVAR Cultivar ETF 1.4 87 -40 6.7 +6.7
VFLO VictoryShares Free Cash Flow ETF 1.4 39 8 6.7 +6.7
ISCB iShares Morningstar Small-Cap ETF 1.4 4 43 5.1 +5.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.4 15 32 5.8 +5.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 32 4.7 +4.7
SMOT VanEck Morningstar SMID Moat ETF 1.4 49 -2 6.1 +6.1
CZA Invesco Zacks Mid-Cap ETF 1.4 72 -25 5.5 +5.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 8 2.1 +2.1
IJR iShares Core S&P Small Cap ETF 1.3 6 41 5.9 +5.9
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.3 3 44 5.9 +5.9
SMMD iShares Russell 2500 ETF 1.3 15 32 5.2 +5.2
ASCE Allspring SMID Core ETF 1.3 38 9 2.8 +2.8
ECML Euclidean Fundamental Value ETF 1.3 95 -48 8.4 +8.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 7 40 5.7 +5.7
CSMD Congress SMid Growth ETF 1.2 69 -22 3.4 +3.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.2 49 -2 6.9 +6.9
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -13 4.5 +4.5
VXF Vanguard Extended Market ETF 1.2 5 42 3.6 +3.6
RNMC First Trust Mid Cap US Equity Select ETF 1.2 60 -13 6.6 +6.6
JDOC JPMorgan Healthcare Leaders ETF 1.2 65 -18 3.4 +3.4
IYH iShares U.S. Healthcare ETF 1.1 40 7 5.6 +5.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -13 5.9 +5.9
MFVL Motley Fool Value Factor ETF 1.1 50 -3 5.4 +5.4
ROSC Hartford Multifactor Small Cap ETF 1.1 34 13 6.7 +6.7
GURU Global X Guru Index ETF 1.1 75 -28 2.3 +2.3
CGV Conductor Global Equity Value ETF 1.1 130 -83 7.7 +7.7
ITAN Sparkline Intangible Value ETF 1.1 50 -3 5.5 +5.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -17 1.2 +1.2
AGRW Allspring LT Large Growth ETF 1.1 35 12 3.3 +3.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.1 60 -13 7.0 +7.0
JPEF JPMorgan Equity Focus ETF 1.1 50 -3 3.7 +3.7
FFTY Innovator IBD 50 ETF 1.1 80 -33 0.0 +0.0
FSGS First Trust SMID Growth Strength ETF 1.1 60 -13 4.6 +4.6
IWN iShares Russell 2000 Value ETF 1.1 24 23 4.4 +4.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.0 25 22 7.2 +7.2
VTWV Vanguard Russell 2000 Value ETF 1.0 10 37 4.6 +4.6
COWZ Pacer US Cash Cows 100 ETF 1.0 49 -2 7.3 +7.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.0 60 -13 6.5 +6.5
SXQG ETC 6 Meridian Quality Growth ETF 1.0 100 -53 2.9 +2.9
FFND Future Fund Active ETF 1.0 100 -53 4.2 +4.2
FSCS First Trust SMID Capital Strength ETF 1.0 60 -13 6.7 +6.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 32 4.9 +4.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 12 6.1 +6.1
AVSC Avantis U.S Small Cap Equity ETF 1.0 25 22 4.3 +4.3
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 5 5.7 +5.7
GPT Intelligent Alpha Atlas ETF 1.0 69 -22 6.1 +6.1
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 32 6.2 +6.2
AFSM First Trust Active Factor Small Cap ETF 1.0 75 -28 5.3 +5.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 35 5.7 +5.7
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 24 2.9 +2.9
ISCV iShares Morningstar Small Cap Value ETF 0.9 6 41 7.2 +7.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 43 16.4 +16.4
SMOX Horizon Small/Mid Cap Core Equity ETF 0.9 75 -28 5.1 +5.1
LST Leuthold Select Industries ETF 0.9 91 -44 4.6 +4.6
EES WisdomTree U.S. SmallCap Fund 0.9 38 9 7.3 +7.3
MDY SPDR S&P Midcap 400 ETF Trust 0.9 23 24 5.7 +5.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 30 4.7 +4.7
DFAS Dimensional U.S. Small Cap ETF 0.9 26 21 5.2 +5.2
VB Vanguard Small-Cap ETF 0.9 5 42 5.0 +5.0
CGGO Capital Group Global Growth Equity ETF 0.9 47 0 3.9 +3.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.8 20 27 0.8 +0.8
IJH iShares Core S&P Mid-Cap ETF 0.8 5 42 5.9 +5.9
VFMF Vanguard U.S. Multifactor ETF 0.8 18 29 6.2 +6.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 44 5.9 +5.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 40 5.9 +5.9
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 8 7.2 +7.2
EZM WisdomTree U.S. MidCap Fund 0.8 38 9 7.6 +7.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 32 5.9 +5.9
VAMO Cambria Value & Momentum ETF 0.8 61 -14 5.1 +5.1
VIDI Vident International Equity Strategy ETF 0.8 61 -14 8.2 +8.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.8 12 35 3.2 +3.2
WCEO Hypatia Women CEO ETF 0.8 85 -38 4.3 +4.3
AVIE Avantis  Inflation Focused Equity ETF 0.8 25 22 5.9 +5.9
FLRG Fidelity U.S. Multifactor ETF 0.8 15 32 5.7 +5.7
FBCV Fidelity Blue Chip Value ETF 0.8 59 -12 5.4 +5.4
AVMV Avantis U.S. Mid Cap Value ETF 0.8 20 27 7.0 +7.0
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 -5 6.2 +6.2
NUSC Nuveen ESG Small-Cap ETF 0.8 31 16 4.6 +4.6
FLDZ RiverNorth Patriot ETF 0.8 75 -28 5.4 +5.4
PPH VanEck Pharmaceutical ETF 0.7 36 11 6.9 +6.9
MFIG Motley Fool Innovative Growth Factor ETF 0.7 50 -3 2.7 +2.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 17 3.7 +3.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.7 30 17 7.3 +7.3
VFVA Vanguard U.S. Value Factor ETF 0.7 13 34 8.6 +8.6
STXM Strive Mid-Cap ETF 0.7 18 29 5.9 +5.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 40 5.1 +5.1
OPTZ Optimize Strategy Index ETF 0.7 50 -3 3.3 +3.3
USMF WisdomTree U.S. Multifactor Fund 0.7 28 19 6.4 +6.4
DFNV Donoghue Forlines Innovation ETF 0.7 69 -22 3.8 +3.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 18 6.1 +6.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -13 9.0 +9.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 23 5.7 +5.7
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 34 5.2 +5.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 8 6.7 +6.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.6 40 7 3.4 +3.4
ULVM VictoryShares US Value Momentum ETF 0.6 20 27 5.8 +5.8
BFOR ALPS Barron's 400 ETF 0.6 65 -18 20.5 +20.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.6 15 32 6.5 +6.5
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.6 59 -12 7.5 +7.5
PINK Simplify Health Care ETF 0.6 50 -3 0.8 +0.8
FDMO Fidelity Momentum Factor ETF 0.6 15 32 2.4 +2.4
WSML iShares MSCI World Small-Cap ETF 0.6 15 32 5.2 +5.2
ROUS Hartford Multifactor US Equity ETF 0.6 19 28 5.2 +5.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 12 6.7 +6.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.6 24 23 6.9 +6.9
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 5 5.2 +5.2
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 25 4.9 +4.9
AVMC Avantis U.S. Mid Cap Equity ETF 0.5 18 29 5.8 +5.8
LGCF Themes US Cash Flow Champions ETF 0.5 30 17 6.9 +6.9
IHI iShares U.S. Medical Devices ETF 0.5 40 7 4.6 +4.6
XLV Health Care Select Sector SPDR 0.5 8 39 6.4 +6.4
IWR iShares Russell Midcap ETF 0.5 19 28 5.1 +5.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 27 5.8 +5.8
ISMD Inspire Small/Mid Cap ETF 0.5 54 -7 4.6 +4.6
RCGE RockCreek Global Equality ETF 0.5 95 -48 5.7 +5.7
JGRO JPMorgan Active Growth ETF 0.5 44 3 2.5 +2.5
VOE Vanguard Mid-Cap Value ETF 0.5 7 40 6.5 +6.5
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 43 5.7 +5.7
SDG iShares MSCI Global Sustainable Development Goals ETF 0.5 49 -2 4.5 +4.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -12 7.2 +7.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.5 61 -14 4.9 +4.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 22 5.8 +5.8
IDNA iShares Genomics Immunology and Healthcare ETF 0.5 47 0 -0.3 -0.3
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -5 3.6 +3.6
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -18 6.7 +6.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -32 3.9 +3.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -5 4.7 +4.7
RPV Invesco S&P 500 Pure Value ETF 0.4 35 12 8.4 +8.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 41 6.6 +6.6
SIZE iShares MSCI USA Size Factor ETF 0.4 15 32 5.3 +5.3
MFMO Motley Fool Momentum Factor ETF 0.4 50 -3 2.0 +2.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 27 7.0 +7.0
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 38 5.3 +5.3
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 22 7.5 +7.5
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 32 5.2 +5.2
GVLU Gotham 1000 Value ETF 0.4 50 -3 7.8 +7.8
FDHT Fidelity Digital Health ETF 0.4 39 8 1.8 +1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.4 40 7 5.1 +5.1
CFA VictoryShares US 500 Volatility Wtd ETF 0.4 35 12 5.1 +5.1
IQSI IQ Candriam International Equity ETF 0.4 15 32 5.4 +5.4
IXJ iShares Global Healthcare ETF 0.4 42 5 6.2 +6.2
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 29 5.2 +5.2
APIE ActivePassive International Equity ETF 0.4 45 2 6.2 +6.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.4 50 -3 3.4 +3.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 26 2.9 +2.9
IWS iShares Russell Mid-Cap Value ETF 0.4 23 24 5.7 +5.7
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -33 5.7 +5.7
VLUE iShares MSCI USA Value Factor ETF 0.3 15 32 6.1 +6.1
DEUS Xtrackers Russell US Multifactor ETF 0.3 17 30 6.2 +6.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -11 5.1 +5.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.3 15 32 8.4 +8.4
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 29 8.3 +8.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 10 37 8.4 +8.4
LRGF iShares U.S. Equity Factor ETF 0.3 8 39 4.5 +4.5
ANEW ProShares MSCI Transformational Changes ETF 0.3 45 2 4.2 +4.2
VO Vanguard Mid-Cap ETF 0.3 4 43 20.3 +20.3
JSTC Adasina Social Justice All Cap Global ETF 0.3 89 -42 4.2 +4.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.3 25 22 4.7 +4.7
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 27 5.9 +5.9
SSPY Syntax Stratified LargeCap ETF 0.3 30 17 5.8 +5.8
BLES Inspire Global Hope ETF 0.3 61 -14 5.5 +5.5
DXUV Dimensional US Vector Equity ETF 0.3 28 19 5.0 +5.0
FMDE Fidelity Enhanced Mid Cap ETF 0.3 23 24 5.1 +5.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 30 4.5 +4.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -12 4.8 +4.8
QGRO American Century U.S. Quality Growth ETF 0.3 29 18 3.9 +3.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 27 5.6 +5.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 38 4.2 +4.2
DFUV Dimensional US Marketwide Value ETF 0.2 22 25 5.8 +5.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -20 8.1 +8.1
DCOR Dimensional US Core Equity 1 ETF 0.2 14 33 4.4 +4.4
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 19 8.1 +8.1
FELC Fidelity Enhanced Large Cap Core ETF 0.2 18 29 4.2 +4.2
SGLC SGI U.S. Large Cap Core ETF 0.2 85 -38 3.5 +3.5
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 43 5.0 +5.0
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -8 4.8 +4.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 27 5.6 +5.6
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 18 5.9 +5.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 38 5.0 +5.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.2 38 9 3.7 +3.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 32 4.9 +4.9
MNZL Manzil Russell Halal USA Broad MarketETF 0.2 40 7 3.8 +3.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 8 7.3 +7.3
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 27 5.6 +5.6
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 37 3.7 +3.7
VTI Vanguard Total Stock Market ETF 0.2 3 44 4.0 +4.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 35 3.8 +3.8
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -43 3.0 +3.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 44 4.0 +4.0
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 38 4.0 +4.0
VTHR Vanguard Russell 3000 ETF 0.2 7 40 4.0 +4.0
IWV iShares Russell 3000 ETF 0.2 20 27 3.9 +3.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 22 5.4 +5.4
XT iShares Exponential Technologies ETF 0.2 46 1 3.9 +3.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.2 42 5 3.9 +3.9
PRF Invesco FTSE RAFI US 1000 ETF 0.2 34 13 5.4 +5.4
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 27 4.5 +4.5
DFAU Dimensional US Core Equity Market ETF 0.2 12 35 4.2 +4.2
SCHB Schwab U.S. Broad Market ETF 0.2 3 44 4.1 +4.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 8 6.1 +6.1
STXV Strive 1000 Value ETF 0.2 18 29 6.6 +6.6
AVDE Avantis International Equity ETF 0.2 23 24 6.0 +6.0
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 12 4.0 +4.0
AVUS Avantis U.S. Equity ETF 0.2 15 32 4.6 +4.6
GWX SPDR S&P International Small Cap ETF 0.1 40 7 5.9 +5.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 27 4.2 +4.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 29 5.4 +5.4
JHML John Hancock Multifactor Large Cap ETF 0.1 29 18 4.3 +4.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 38 4.7 +4.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 22 5.9 +5.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 29 6.2 +6.2
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 23 5.5 +5.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 18 3.9 +3.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 35 6.0 +6.0
SUSA iShares MSCI USA ESG Select ETF 0.1 25 22 3.9 +3.9
JAVA JPMorgan Active Value ETF 0.1 44 3 5.2 +5.2
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -12 2.2 +2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 37 4.1 +4.1
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 32 4.7 +4.7
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 32 2.3 +2.3
PRXV Praxis Impact Large Cap Value ETF 0.1 36 11 5.3 +5.3
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 29 4.5 +4.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.1 60 -13 4.5 +4.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -2 5.9 +5.9
VBR Vanguard Small Cap Value ETF 0.1 7 40 7.4 +7.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 44 4.2 +4.2
DFUS Dimensional U.S. Equity ETF 0.1 9 38 4.0 +4.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -28 4.6 +4.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 22 5.9 +5.9
VTV Vanguard Value ETF 0.1 4 43 5.6 +5.6
IUS Invesco RAFI Strategic US ETF 0.1 19 28 5.3 +5.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 18 3.9 +3.9
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 32 4.0 +4.0
VONG Vanguard Russell 1000 Growth ETF 0.1 7 40 3.7 +3.7
VOOV Vanguard S&P 500 Value ETF 0.1 7 40 5.5 +5.5
IVE iShares S&P 500 Value ETF 0.1 18 29 5.4 +5.4
IWB iShares Russell 1000 ETF 0.1 15 32 4.0 +4.0
VONE Vanguard Russell 1000 ETF 0.1 7 40 4.1 +4.1
VONV Vanguard Russell 1000 Value ETF 0.1 7 40 5.1 +5.1
IWD iShares Russell 1000 Value ETF 0.1 19 28 5.0 +5.0
IWF iShares Russell 1000 Growth ETF 0.1 19 28 14.7 +14.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 43 5.5 +5.5
EBI Longview Advantage ETF 0.1 35 12 5.7 +5.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.1 14 33 3.8 +3.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 32 4.5 +4.5
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 35 6.5 +6.5
AVSD Avantis Responsible International Equity ETF 0.1 23 24 5.7 +5.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 32 4.1 +4.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 28 4.9 +4.9
REVS Columbia Research Enhanced Value ETF 0.1 19 28 6.3 +6.3
AVUQ Avantis U.S. Quality ETF 0.1 15 32 3.6 +3.6
IUSV iShares Core S&P US Value ETF 0.1 4 43 5.7 +5.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -23 6.6 +6.6
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -2 4.8 +4.8
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 43 5.4 +5.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 38 4.1 +4.1
PTL Inspire 500 ETF 0.1 9 38 4.3 +4.3
FLKR Franklin FTSE South Korea ETF 0.1 9 38 4.3 +4.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 37 4.1 +4.1
CHRI Global X S&P 500 Christian Values ETF 0.1 29 18 3.8 +3.8
ILCV iShares Morningstar Value ETF 0.1 4 43 5.1 +5.1
EPS WisdomTree U.S. LargeCap Fund 0.1 8 39 4.6 +4.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 35 5.1 +5.1
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 37 4.1 +4.1
VT Vanguard Total World Stock ETF 0.1 6 41 4.9 +4.9
DSI iShares MSCI KLD 400 Social ETF 0.1 25 22 4.0 +4.0
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 5 6.6 +6.6
DFLV Dimensional US Large Cap Value ETF 0.1 22 25 5.8 +5.8
DFSV Dimensional US Small Cap Value ETF 0.1 31 16 8.3 +8.3
APUE ActivePassive U.S. Equity ETF 0.1 45 2 3.8 +3.8
SCHK Schwab 1000 Index ETF 0.1 5 42 4.1 +4.1
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -3 3.5 +3.5
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 43 3.0 +3.0
IYY iShares Dow Jones U.S. ETF 0.1 20 27 4.0 +4.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 4 4.6 +4.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 36 4.0 +4.0
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 37 4.2 +4.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 28 4.6 +4.6
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 38 4.8 +4.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 2 3.6 +3.6
DFAI Dimensional International Core Equity Market ETF 0.1 18 29 5.9 +5.9
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 17 5.0 +5.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 -2 3.6 +3.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 43 3.3 +3.3
GSPY Gotham Enhanced 500 ETF 0.1 50 -3 4.2 +4.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 44 4.2 +4.2
PBUS Invesco MSCI USA ETF 0.1 4 43 4.1 +4.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -28 3.1 +3.1
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 12 4.1 +4.1
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 5 3.4 +3.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 40 4.3 +4.3
TXS Texas Capital Texas Equity Index ETF 0.1 49 -2 4.8 +4.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 8 6.6 +6.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 35 3.5 +3.5
RECS Columbia Research Enhanced Core ETF 0.1 15 32 5.2 +5.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 18 5.4 +5.4
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 29 4.3 +4.3
ENHU iShares Enhanced Large Cap Core Active ETF 0.1 22 25 4.0 +4.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 39 4.3 +4.3
TOPC iShares S&P 500 3% Capped ETF 0.1 15 32 4.2 +4.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 6 6.9 +6.9
TOK iShares MSCI Kokusai ETF 0.1 26 21 4.2 +4.2
URTH iShares MSCI World ETF 0.1 24 23 4.2 +4.2
XVV iShares ESG Screened S&P 500 ETF 0.1 8 39 4.0 +4.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 35 4.3 +4.3
GXLC Global X U.S. 500 ETF 0.1 2 45 4.0 +4.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 45 4.1 +4.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 27 4.1 +4.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 38 3.9 +3.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 40 4.0 +4.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 36 4.2 +4.2
RWL Invesco S&P 500 Revenue ETF 0.1 39 8 5.5 +5.5
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 47 12.2 +12.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 38 3.9 +3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 38 4.3 +4.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 7 6.0 +6.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 27 3.9 +3.9
VV Vanguard Large-Cap ETF 0.0 4 43 4.0 +4.0
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 6 4.8 +4.8
SPY SPDR S&P 500 ETF 0.0 9 38 4.0 +4.0
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 45 4.1 +4.1
IVV iShares Core S&P 500 ETF 0.0 3 44 4.1 +4.1
VOO Vanguard S&P 500 ETF 0.0 3 44 4.1 +4.1
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 44 4.0 +4.0
EQL Alps Equal Sector Weight ETF 0.0 25 22 5.0 +5.0
ACWI iShares MSCI ACWI ETF 0.0 32 15 4.5 +4.5
RVRB Reverb ETF 0.0 30 17 3.6 +3.6
RAUS RACWI US ETF 0.0 15 32 4.0 +4.0
WRND IQ Global Equity R&D Leaders ETF 0.0 18 29 3.9 +3.9
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 29 3.8 +3.8
VOTE TCW Transform 500 ETF 0.0 5 42 4.0 +4.0
STXG Strive 1000 Growth ETF 0.0 18 29 3.2 +3.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 27 4.6 +4.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 17 3.6 +3.6
IDHQ Invesco S&P International Developed High Quality ETF 0.0 29 18 4.9 +4.9
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 24 7.1 +7.1
SCJ iShares MSCI Japan Small-Cap ETF 0.0 50 -3 5.4 +5.4
SFY SoFi Select 500 ETF 0.0 0 47 3.7 +3.7
DFIC Dimensional International Core Equity 2 ETF 0.0 23 24 6.1 +6.1
WSGE Warren Street Global Equity ETF 0.0 80 -33 2.8 +2.8
TEXN iShares Texas Equity ETF 0.0 20 27 5.1 +5.1
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.0 53 -6 5.1 +5.1
ACVF American Conservative Values ETF 0.0 75 -28 3.6 +3.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 32 8.8 +8.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 15 7.5 +7.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 2 6.6 +6.6
GLOF iShares Global Equity Factor ETF 0.0 20 27 5.4 +5.4
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -18 6.7 +6.7
VPL Vanguard FTSE Pacific ETF 0.0 7 40 5.1 +5.1
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 12 7.0 +7.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 17 6.3 +6.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 9 7.0 +7.0
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 38 8.2 +8.2
DFVX Dimensional US Large Cap Vector ETF 0.0 22 25 5.1 +5.1
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 14 6.6 +6.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -12 8.5 +8.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.0 33 14 6.1 +6.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 28 7.1 +7.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.0 14 33 4.0 +4.0
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 32 8.0 +8.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 36 24.0 +24.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 11 7.5 +7.5
SPEU SPDR Portfolio Europe ETF 0.0 7 40 6.3 +6.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 0 7.1 +7.1
SCHF Schwab International Equity ETF 0.0 6 41 5.8 +5.8
IEUR iShares Core MSCI Europe ETF 0.0 11 36 6.2 +6.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 44 5.7 +5.7
VEA Vanguard FTSE Developed Markets ETF 0.0 3 44 5.8 +5.8
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 40 6.4 +6.4
VSGX Vanguard ESG International Stock ETF 0.0 10 37 6.4 +6.4
IEFA iShares Core MSCI EAFE ETF 0.0 7 40 5.9 +5.9
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 43 5.8 +5.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 43 6.5 +6.5
VXUS Vanguard Total International Stock ETF 0.0 5 42 6.5 +6.5
IPAC iShares Core MSCI Pacific ETF 0.0 9 38 5.3 +5.3
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 40 9.4 +9.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 6 5.8 +5.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 29 3.3 +3.3
AVEM Avantis Emerging Markets Equity ETF 0.0 33 14 7.0 +7.0

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
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 Neuroscience and Healthcare 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 -31.3 %
Divided by: Fwd. P/BV 0.0 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 0.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.46 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.