iShares U.S. Utilities ETF
ALTAR
Score™		 4.5% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 20.0x P/Sales
ratio		 2.8x
P/BV
ratio		 2.5x Div.
yield		 2.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Dow Jones U.S. Utilities Sector Index Fund is an exchange-traded fund incorporated in the USA. The Fund's objective seeks investment results that correspond to the performance of the Dow Jones U.S. Utilities Sector Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $1,496
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 44
Wgt avg mkt cap (mns) $67,643
Large cap (>$10bn) 96.8%
Mid cap ($2-10bn) 3.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NEXTERA ENERGY GROUP 11.0 %
CONSTELLATION ENERGY CORPORATION 7.1 %
SOUTHERN CO 6.3 %
DUKE ENERGY CORP 6.0 %
WASTE MANAGEMENT INC 5.4 %
AMERICAN ELECTRIC POWER 4.1 %
SEMPRA ENERGY 3.8 %
VISTRA ENERGY CORP. 3.7 %
DOMINION RESOURCES INC/VA 3.3 %
XCEL ENERGY INC 2.9 %
Total 53.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.4 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.3% 13.0% 10.1% 9.8% 7.9%

Market Correlations
versus... Beta R-squared
S&P500 0.40 26%
MSCI EAFE 0.49 29%
MSCI Emg. Mkts. 0.34 16%

Technical Indicators
Recent close $109.61
30d moving avg. $108.82
Annualized volatility 14.3%
Short interest (ETF) 1.0%
Short interest (Underlying) 1.4%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 183
Turnover 1.3%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $5,132

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 641 potential alternatives to the iShares U.S. Utilities ETF ETF based on the alternatives' overlap in portfolio holdings with IDU. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IDU Expense: 40 bp ALTAR Score™: 4.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IDU
Ticker Fund
Name		 Overlap1
vs IDU
(%)		 Expense
ratio
(bp)		 Savings
vs IDU
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IDU
(%)
FUTY Fidelity MSCI Utilities Index ETF 89.5 8 32 5.0 +0.5
VPU Vanguard Utilities ETF 89.5 9 31 5.0 +0.5
XLU The Utilities Select Sector SPDR Fund 86.3 8 32 4.9 +0.4
RSPU Invesco S&P 500 Equal Weight Utilities ETF 67.2 40 0 5.2 +0.7
JXI iShares Global Utilities ETF 62.4 43 -3 5.2 +0.7
FXU First Trust Utilities AlphaDEX Fund 55.4 64 -24 5.2 +0.7
ZAP Global X U.S. Electrification ETF 50.1 50 -10 3.7 -0.8
FILL iShares MSCI Global Energy Producers ETF 49.5 39 1 5.1 +0.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 47.8 60 -20 4.6 +0.1
FPWR First Trust EIP Power Solutions ETF 42.4 96 -56 4.5 +0.0
UTES Virtus Reaves Utilities ETF 38.1 49 -9 4.1 -0.4
EMLP First Trust North American Energy Infrastructure Fund 34.4 95 -55 5.3 +0.8
IGF iShares Global Infrastructure ETF 27.9 41 -1 4.2 -0.3
GII SPDR S&P Global Infrastructure ETF 27.7 40 0 4.2 -0.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 27.0 65 -25 4.2 -0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 24.6 25 15 5.0 +0.5
EIPI FT Energy Income Partners Enhanced Income ETF 24.2 110 -70 6.1 +1.6
IFRA iShares U.S. Infrastructure ETF 24.1 30 10 5.5 +1.1
SPLV Invesco S&P 500 Low Volatility ETF 23.7 25 15 5.0 +0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 23.3 35 5 6.8 +2.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 23.3 38 2 6.7 +2.2
TPHD Timothy Plan High Dividend Stock ETF 22.8 52 -12 6.1 +1.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 22.4 27 13 6.3 +1.9
DVY iShares Select Dividend ETF 21.8 38 2 7.9 +3.5
POW VistaShares Electrification Supercycle ETF 21.1 75 -35 2.7 -1.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 20.7 49 -9 5.6 +1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 20.4 54 -14 6.6 +2.1
VOLT Tema Electrification ETF 20.4 75 -35 2.9 -1.5
URAN Themes Uranium & Nuclear ETF 18.4 35 5 1.2 -3.3
EIPX FT Energy Income Partners Strategy ETF 18.3 95 -55 6.8 +2.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 17.5 46 -6 5.1 +0.7
DIVG Invesco S&P 500 High Dividend Growers ETF 16.8 39 1 7.4 +3.0
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 16.6 75 -35 6.4 +1.9
IQRA IQ CBRE Real Assets ETF 16.3 65 -25 5.2 +0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 16.2 47 -7 5.5 +1.0
NUKZ Range Nuclear Renaissance Index ETF 15.9 85 -45 1.0 -3.5
SPVM Invesco S&P 500 Value with Momentum ETF 14.4 39 1 6.5 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 14.4 70 -30 4.5 +0.0
AIPO Defiance AI & Power Infrastructure ETF 14.0 69 -29 1.0 -3.5
FTA First Trust Large Cap Value AlphaDEX Fund 13.9 59 -19 7.5 +3.1
SDY State Street SPDR S&P Dividend ETF 13.2 35 5 5.9 +1.4
FLDZ RiverNorth Patriot ETF 13.0 75 -35 5.7 +1.2
FVD First Trust Value Line Dividend Index Fund 12.5 65 -25 5.5 +1.0
SIXL ETC 6 Meridian Low Beta Equity ETF 12.1 80 -40 5.6 +1.1
NLR VanEck Uranium+Nuclear Energy ETF 11.9 61 -21 1.6 -2.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 11.7 7 33 9.7 +5.2
DIVZ TrueShares Low Volatility Equity Income ETF 11.7 65 -25 5.7 +1.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.6 30 10 9.2 +4.8
ICAP InfraCap Equity Income Fund ETF 11.3 171 -131 3.9 -0.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 11.3 52 -12 4.9 +0.5
MDLV Morgan Dempsey Large Cap Value ETF 11.1 58 -18 6.2 +1.7
VOE Vanguard Mid-Cap Value ETF 11.0 7 33 6.8 +2.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 10.3 20 20 8.8 +4.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.2 18 22 6.8 +2.3
ASLV Allspring Special Large Value ETF 10.1 35 5 5.8 +1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 10.1 58 -18 5.1 +0.6
TCAI Tortoise AI Infrastructure ETF 10.1 65 -25 1.9 -2.6
QQLV Invesco QQQ Low Volatility ETF 9.9 25 15 4.4 -0.1
DURA VanEck Durable High Dividend ETF 9.9 29 11 6.2 +1.8
MAGA Point Bridge America First ETF 9.8 72 -32 5.5 +1.1
USMV iShares MSCI USA Min Vol Factor ETF 9.7 15 25 5.1 +0.6
FMKT The Free Markets ETF 9.6 76 -36 4.2 -0.3
ULVM VictoryShares US Value Momentum ETF 9.5 20 20 6.4 +1.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 9.4 12 28 5.3 +0.8
IMCV iShares Morningstar Mid-Cap Value ETF 9.4 6 34 7.2 +2.7
BDIV AAM Brentview Dividend Growth ETF 9.3 49 -9 3.8 -0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.1 24 16 7.2 +2.7
EVX VanEck Environmental Services ETF 9.0 55 -15 2.2 -2.3
EQAL Invesco Russell 1000 Equal Weight ETF 8.9 20 20 6.3 +1.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.9 15 25 5.6 +1.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 8.8 15 25 6.7 +2.2
CFA VictoryShares US 500 Volatility Wtd ETF 8.7 35 5 5.3 +0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.7 40 0 5.2 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 8.7 59 -19 5.0 +0.6
DHS WisdomTree U.S. High Dividend Fund 8.5 38 2 6.9 +2.4
FDVV Fidelity High Dividend ETF 8.5 15 25 6.9 +2.4
SPDV AAM S&P 500 High Dividend Value ETF 8.5 29 11 10.3 +5.8
VO Vanguard Mid-Cap ETF 8.3 4 36 5.4 +0.9
HDV iShares Core High Dividend ETF 8.2 8 32 6.0 +1.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 8.1 20 20 7.1 +2.7
NETZ TCW Transform Systems ETF 8.0 75 -35 2.1 -2.4
CCSO Carbon Collective Climate Solutions US Equity ETF 8.0 35 5 1.1 -3.4
FAB First Trust Multi Cap Value AlphaDEX Fund 7.9 67 -27 8.4 +4.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 7.9 39 1 10.4 +5.9
SDOG ALPS Sector Dividend Dogs ETF 7.8 36 4 8.3 +3.8
SMOG VanEck Low Carbon Energy ETF 7.8 61 -21 1.4 -3.1
CBSE Clough Select Equity ETF 7.7 85 -45 0.9 -3.5
BGIG Bahl & Gaynor Income Growth ETF 7.6 45 -5 4.6 +0.1
ACWV iShares MSCI Global Min Vol Factor ETF 7.5 20 20 5.3 +0.8
DEUS Xtrackers Russell US Multifactor ETF 7.4 17 23 5.9 +1.5
BESF Bastion Energy ETF 7.3 80 -40 5.4 +0.9
BGDV Bahl & Gaynor Dividend ETF 7.2 45 -5 4.0 -0.5
NUMV Nuveen ESG Mid-Cap Value ETF 7.2 31 9 6.1 +1.7
CSD Invesco S&P Spin-Off ETF 7.1 65 -25 3.1 -1.4
FTWO Strive FAANG 2.0 ETF 7.1 49 -9 3.6 -0.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.0 60 -20 4.5 +0.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.0 40 0 5.2 +0.7
DGRO iShares Core Dividend Growth ETF 6.9 8 32 5.7 +1.2
VRAI Virtus Real Asset Income ETF 6.8 55 -15 9.2 +4.8
SAMT Strategas Macro Thematic Opportunities ETF 6.8 65 -25 2.3 -2.2
RSP Invesco S&P 500 Equal Weight ETF 6.7 20 20 5.9 +1.4
IWS iShares Russell Mid-Cap Value ETF 6.7 23 17 6.3 +1.8
FPX First Trust US Equity Opportunities ETF 6.6 61 -21 0.9 -3.6
SSPY Syntax Stratified LargeCap ETF 6.6 30 10 5.9 +1.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.6 29 11 6.2 +1.7
NUDV Nuveen ESG Dividend ETF 6.5 26 14 6.5 +2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.5 18 22 5.1 +0.6
CZA Invesco Zacks Mid-Cap ETF 6.4 72 -32 6.7 +2.2
XOEF iShares S&P 500 ex S&P 100 ETF 6.4 20 20 4.9 +0.4
QLV FlexShares US Quality Low Volatility Index Fund 6.4 22 18 5.1 +0.6
CLNR IQ Cleaner Transport ETF 6.4 45 -5 4.9 +0.4
IMCB iShares Morningstar Mid-Cap ETF 6.4 4 36 5.6 +1.1
UDI USCF Dividend Income Fund 6.4 65 -25 6.9 +2.5
VFMV Vanguard U.S. Minimum Volatility ETF 6.4 13 27 5.2 +0.7
QUVU Hartford Quality Value ETF 6.3 46 -6 6.6 +2.1
AUSF Global X Adaptive U.S. Factor ETF 6.2 27 13 7.8 +3.3
IVRA Invesco Real Assets ESG ETF 6.2 59 -19 5.9 +1.4
DEW WisdomTree Global High Dividend Fund 6.2 58 -18 7.2 +2.7
PEY Invesco High Yield Equity Dividend Achievers ETF 6.2 52 -12 8.6 +4.1
OCEN IQ Clean Oceans ETF 6.2 45 -5 5.1 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.1 9 31 5.6 +1.1
CNRG State Street SPDR S&P Kensho Clean Power ETF 6.0 45 -5 1.5 -3.0
YALL God Bless America ETF 5.9 65 -25 4.1 -0.4
FDL First Trust Morningstar Dividend Leaders Index Fund 5.8 45 -5 8.9 +4.4
STXV Strive 1000 Value ETF 5.8 18 22 6.9 +2.5
IWR iShares Russell Midcap ETF 5.7 19 21 5.5 +1.0
VYM Vanguard High Dividend Yield Index ETF 5.7 6 34 6.1 +1.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 5.7 20 20 5.8 +1.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.7 20 20 4.4 -0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 5.7 28 12 5.2 +0.8
MID American Century Mid Cap Growth Impact ETF 5.7 45 -5 3.1 -1.4
PRXV Praxis Impact Large Cap Value ETF 5.7 36 4 5.7 +1.2
PTL Inspire 500 ETF 5.6 9 31 4.8 +0.4
AVMC Avantis U.S. Mid Cap Equity ETF 5.6 18 22 5.9 +1.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 5.6 55 -15 5.5 +1.1
RPG Invesco S&P 500 Pure Growth ETF 5.6 35 5 2.8 -1.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.6 60 -20 5.4 +1.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 5.6 65 -25 -1.2 -5.7
GPT Intelligent Alpha Atlas ETF 5.5 69 -29 5.1 +0.6
SIZE iShares MSCI USA Size Factor ETF 5.5 15 25 5.6 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 5.5 9 31 5.6 +1.2
DTD WisdomTree U.S. Total Dividend Fund 5.5 28 12 5.5 +1.1
VTV Vanguard Value ETF 5.5 4 36 5.9 +1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.5 35 5 5.4 +0.9
TXS Texas Capital Texas Equity Index ETF 5.4 49 -9 5.2 +0.7
YLDE ClearBridge Dividend Strategy ESG ETF 5.4 60 -20 5.0 +0.5
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 5.4 59 -19 4.0 -0.4
VCLN Virtus Duff & Phelps Clean Energy ETF 5.4 59 -19 3.5 -1.0
BIBL Inspire 100 ETF 5.3 35 5 4.4 -0.1
FLV American Century Focused Large Cap Value ETF 5.3 42 -2 5.9 +1.4
FUNL CornerCap Fundametrics Large-Cap ETF 5.3 50 -10 6.3 +1.8
JHMM John Hancock Multifactor Mid Cap ETF 5.2 42 -2 5.4 +0.9
SPMV Invesco S&P 500 Minimum Variance ETF 5.2 10 30 5.0 +0.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.2 65 -25 4.3 -0.2
ZECP Zacks Earnings Consistent Portfolio ETF 5.1 55 -15 4.2 -0.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.0 80 -40 5.9 +1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 20 5.6 +1.1
RFFC ALPS Active Equity Opportunity ETF 4.8 48 -8 3.7 -0.8
SCHV Schwab U.S. Large-Cap Value ETF 4.8 4 36 5.8 +1.3
MODL VictoryShares WestEnd U.S. Sector ETF 4.7 42 -2 4.1 -0.4
IVE iShares S&P 500 Value ETF 4.6 18 22 5.4 +0.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 4.6 4 36 5.5 +1.1
TEXN iShares Texas Equity ETF 4.6 20 20 5.4 +0.9
JEPI JPMorgan Equity Premium Income ETF 4.5 35 5 5.0 +0.5
IUSV iShares Core S&P US Value ETF 4.5 4 36 5.7 +1.2
PFM Invesco Dividend Achievers ETF 4.5 53 -13 4.6 +0.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.5 15 25 7.7 +3.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.4 55 -15 9.1 +4.6
TRFM AAM Transformers ETF 4.4 49 -9 1.1 -3.4
GVUS Marketbeta Russell 1000 Value Equity ETF 4.4 12 28 5.7 +1.2
VOT Vanguard Mid-Cap Growth ETF 4.4 7 33 3.2 -1.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.3 15 25 5.0 +0.5
REVS Columbia Research Enhanced Value ETF 4.3 19 21 6.8 +2.4
IWD iShares Russell 1000 Value ETF 4.3 19 21 5.5 +1.1
VONV Vanguard Russell 1000 Value ETF 4.3 7 33 5.7 +1.2
JAVA JPMorgan Active Value ETF 4.3 44 -4 5.4 +1.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 4.2 79 -39 4.4 -0.1
ROUS Hartford Multifactor US Equity ETF 4.2 19 21 6.0 +1.6
NBDS Neuberger Berman Disrupters ETF 4.2 55 -15 0.7 -3.7
DON WisdomTree U.S. MidCap Dividend Fund 4.2 38 2 8.0 +3.6
EQIN Columbia US Equity Income ETF 4.2 35 5 6.0 +1.6
DIV Global X SuperDividend US ETF 4.2 45 -5 10.0 +5.5
ACSI American Customer Satisfaction ETF 4.2 65 -25 4.8 +0.4
BLCV iShares Large Cap Value Active ETF 4.1 53 -13 6.5 +2.0
JHML John Hancock Multifactor Large Cap ETF 4.1 29 11 4.7 +0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.1 38 2 5.6 +1.1
FELV Fidelity Enhanced Large Cap Value ETF 4.0 18 22 5.9 +1.4
LOWV AB US Low Volatility Equity ETF 4.0 48 -8 4.7 +0.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.0 19 21 5.1 +0.6
FMDE Fidelity Enhanced Mid Cap ETF 4.0 23 17 5.3 +0.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 3.8 -0.7
AFLG First Trust Active Factor Large Cap ETF 3.9 55 -15 5.5 +1.0
DIVL Madison Dividend Value ETF 3.8 65 -25 4.6 +0.1
SPMO Invesco S&P 500 Momentum ETF 3.8 13 27 3.6 -0.9
CSTK Invesco Comstock Contrarian Equity ETF 3.8 35 5 5.9 +1.4
JGRW Jensen Quality Growth ETF 3.8 57 -17 3.9 -0.6
RPV Invesco S&P 500 Pure Value ETF 3.8 35 5 8.9 +4.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.8 39 1 1.4 -3.1
PRF Invesco FTSE RAFI US 1000 ETF 3.8 39 1 5.8 +1.4
HAP VanEck Natural Resources ETF 3.8 50 -10 7.3 +2.8
GVIP Goldman Sachs Hedge Industry VIP ETF 3.8 45 -5 2.8 -1.7
SPRX Spear Alpha ETF 3.8 75 -35 -0.3 -4.8
SPXT ProShares S&P 500 Ex-Technology ETF 3.8 9 31 4.9 +0.4
VOOV Vanguard S&P 500 Value ETF 3.7 7 33 5.5 +1.0
JGLO JPMorgan Global Select Equity ETF 3.7 33 7 4.4 -0.1
ILCV iShares Morningstar Value ETF 3.7 4 36 5.6 +1.1
FCPI Fidelity Stocks for Inflation ETF 3.6 15 25 7.0 +2.5
VSDA VictoryShares Dividend Accelerator ETF 3.6 35 5 6.2 +1.8
INCE Franklin Income Equity Focus ETF 3.6 29 11 4.8 +0.4
QLC FlexShares US Quality Large Cap Index Fund 3.6 25 15 4.6 +0.2
CRTC Xtrackers US National Critical Technologies ETF 3.6 35 5 4.3 -0.2
TMDV ProShares Russell US Dividend Growers ETF 3.5 35 5 6.0 +1.5
TPYP Tortoise North American Pipeline Fund 3.5 40 0 5.3 +0.8
XMAG Defiance Large Cap ex-Mag 7 ETF 3.5 35 5 4.6 +0.1
GURU Global X Guru Index ETF 3.5 75 -35 2.6 -1.9
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 14 5.5 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 22 5.6 +1.1
MBOX Freedom Day Dividend ETF 3.4 39 1 6.7 +2.2
VBR Vanguard Small Cap Value ETF 3.4 7 33 7.8 +3.3
SPHB Invesco S&P 500 High Beta ETF 3.4 25 15 4.2 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 3.3 49 -9 4.1 -0.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.3 12 28 6.4 +1.9
JHDV John Hancock U.S. High Dividend ETF 3.3 34 6 6.0 +1.5
DGLO First Trust RBA Deglobalization ETF 3.3 70 -30 5.6 +1.1
GDIV Harbor Dividend Growth Leaders ETF 3.3 50 -10 4.4 -0.1
FAN First Trust Global Wind Energy ETF 3.3 60 -20 3.6 -0.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.3 60 -20 5.2 +0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 5.3 +0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 34 3.8 -0.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.2 75 -35 2.3 -2.2
IWX iShares Russell Top 200 Value ETF 3.2 20 20 5.2 +0.7
EFRA iShares Environmental Infrastructure and Industrials ETF 3.2 47 -7 4.7 +0.2
FNDX Schwab Fundamental US Large Co. Index ETF 3.2 25 15 6.3 +1.8
BRIF FIS Bright Portfolios Focused Equity ETF 3.1 65 -25 4.1 -0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 3.1 70 -30 9.1 +4.6
EQWL Invesco S&P 100 Equal Weight ETF 3.1 25 15 5.5 +1.0
USMF WisdomTree U.S. Multifactor Fund 3.1 28 12 6.6 +2.1
PAVE Global X U.S. Infrastructure Development ETF 3.1 47 -7 4.2 -0.2
QWLD SPDR MSCI World StrategicFactors ETF 3.1 30 10 5.1 +0.6
AIEQ AI Powered Equity ETF 3.1 75 -35 4.1 -0.4
MGV Vanguard Mega Cap Value ETF 3.1 7 33 5.6 +1.1
FDLO Fidelity Low Volatility Factor ETF 3.0 15 25 4.8 +0.3
PRAY FIS Christian Stock Fund 3.0 69 -29 4.4 -0.1
RJDI RJ Eagle GCM Dividend Select Income ETF 3.0 55 -15 4.6 +0.1
DSPY Tema S&P 500 Historical Weight ETF 3.0 18 22 4.5 +0.1
CHGX AXS Change Finance ESG ETF 3.0 49 -9 4.5 +0.0
FNDB Schwab Fundamental US Broad Market Index ETF 3.0 25 15 6.3 +1.8
VIG Vanguard Dividend Appreciation ETF 3.0 5 35 4.9 +0.4
TOPC iShares S&P 500 3% Capped ETF 2.9 15 25 4.5 +0.0
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -30 0.8 -3.7
ALTL Pacer Lunt Large Cap Alternator ETF 2.9 60 -20 4.1 -0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.9 11 29 4.5 +0.0
TBG TBG Dividend Focus ETF 2.9 59 -19 6.8 +2.3
DVND Touchstone Dividend Select ETF 2.9 67 -27 4.8 +0.3
SWP SWP Growth & Income ETF 2.9 99 -59 3.7 -0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.9 80 -40 6.6 +2.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 1 3.7 -0.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.9 9 31 4.2 -0.3
SAMM Strategas Macro Momentum ETF 2.8 66 -26 1.9 -2.5
PWV Invesco Large Cap Value ETF 2.8 55 -15 6.6 +2.1
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.8 85 -45 3.5 -0.9
RWL Invesco S&P 500 Revenue ETF 2.8 39 1 5.9 +1.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.8 56 -16 5.8 +1.3
BLES Inspire Global Hope ETF 2.8 61 -21 6.0 +1.5
IWP iShares Russell Mid-Cap Growth ETF 2.8 23 17 2.8 -1.6
DIVY Sound Equity Dividend Income ETF 2.8 45 -5 8.6 +4.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 -19 1.7 -2.8
ACVF American Conservative Values ETF 2.8 75 -35 3.8 -0.7
WBIY WBI Power Factor High Dividend ETF 2.7 100 -60 11.6 +7.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.7 79 -39 5.0 +0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 2.7 9 31 4.2 -0.3
XMLV Invesco S&P MidCap Low Volatility ETF 2.7 25 15 6.7 +2.2
CGDG Capital Group Dividend Growers ETF 2.7 47 -7 5.4 +0.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.7 35 5 5.0 +0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 26 4.4 -0.1
GINX SGI Enhanced Global Income ETF 2.7 98 -58 6.8 +2.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 31 4.8 +0.3
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 36 6.0 +1.6
SNPV Xtrackers S&P 500 Value ESG ETF 2.6 15 25 6.2 +1.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.6 60 -20 5.3 +0.9
ROE Astoria US Quality Kings ETF 2.6 49 -9 5.7 +1.2
EZM WisdomTree U.S. MidCap Fund 2.6 38 2 7.6 +3.1
WTV WisdomTree US Value Fund of Benef Interest 2.6 12 28 7.5 +3.0
PBUS Invesco MSCI USA ETF 2.6 4 36 4.3 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.6 7 33 4.7 +0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 2.5 42 -2 4.7 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.5 8 32 4.5 0.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.5 25 15 5.4 +0.9
RAUS RACWI US ETF 2.5 15 25 4.3 -0.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 31 4.2 -0.2
DIVB iShares Core Dividend ETF 2.5 5 35 7.2 +2.7
XLI The Industrial Select Sector SPDR Fund 2.5 8 32 3.6 -0.9
IJJ iShares S&P Mid-Cap 400 Value ETF 2.5 18 22 7.5 +3.1
CATH Global X S&P 500 Catholic Values Custom ETF 2.5 29 11 4.1 -0.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.5 40 0 4.2 -0.3
CGDV Capital Group Dividend Value ETF 2.5 33 7 4.0 -0.4
DFAU Dimensional US Core Equity Market ETF 2.5 12 28 4.4 -0.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.5 20 20 4.1 -0.4
AVUS Avantis U.S. Equity ETF 2.5 15 25 5.0 +0.5
CHRI Global X S&P 500 Christian Values ETF 2.5 29 11 4.1 -0.4
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 28 5.2 +0.7
INRO iShares U.S. Industry Rotation Active ETF 2.4 42 -2 4.1 -0.4
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 28 7.0 +2.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.4 20 20 4.7 +0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.4 10 30 7.7 +3.2
VOO Vanguard S&P 500 ETF 2.4 3 37 4.4 -0.1
SPY SPDR S&P 500 ETF 2.4 9 31 4.3 -0.2
IVV iShares Core S&P 500 ETF 2.4 3 37 4.4 -0.1
OALC OneAscent Large Cap Core ETF 2.4 86 -46 3.5 -1.0
SPYM State Street SPDR Portfolio S&P 500 ETF 2.4 2 38 4.4 -0.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.4 15 25 7.6 +3.1
GXLC Global X U.S. 500 ETF 2.4 2 38 4.3 -0.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.4 35 5 5.0 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.4 -0.1
JPEF JPMorgan Equity Focus ETF 2.4 50 -10 3.9 -0.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.4 30 10 4.1 -0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.4 11 29 4.4 -0.1
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 28 4.0 -0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 20 4.5 -0.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 38 4.4 -0.1
DCOR Dimensional US Core Equity 1 ETF 2.4 14 26 4.7 +0.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.3 -0.2
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -35 2.6 -1.9
FIDU Fidelity MSCI Industrial Index ETF 2.4 8 32 3.6 -0.9
STRV Strive 500 ETF 2.3 5 35 4.3 -0.2
EBLU Ecofin Global Water ESG Fund 2.3 40 0 4.1 -0.4
CGW Invesco S&P Global Water Index ETF 2.3 57 -17 4.2 -0.3
PHO Invesco Water Resources ETF 2.3 60 -20 4.3 -0.2
FIW First Trust Water ETF 2.3 53 -13 4.4 -0.1
FTRI First Trust Indxx Global Natural Resources Income ETF 2.3 70 -30 6.4 +2.0
AQWA Global X Clean Water ETF 2.3 50 -10 4.4 -0.0
TBLU Tortoise Global Water ESG ETF 2.3 40 0 4.1 -0.4
IWB iShares Russell 1000 ETF 2.3 15 25 4.3 -0.2
VONE Vanguard Russell 1000 ETF 2.3 7 33 4.4 -0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 2.3 36 4 4.4 -0.1
ILCB iShares Morningstar U.S. Equity ETF 2.3 3 37 4.3 -0.2
VOTE TCW Transform 500 ETF 2.3 5 35 4.4 -0.1
STXD Strive 1000 Dividend Growth ETF 2.3 35 5 4.4 -0.1
IYY iShares Dow Jones U.S. ETF 2.3 20 20 4.2 -0.3
DFUS Dimensional U.S. Equity ETF 2.3 9 31 4.3 -0.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.3 5 35 6.9 +2.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.3 3 37 4.5 +0.0
VV Vanguard Large-Cap ETF 2.3 4 36 4.3 -0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.3 30 10 4.0 -0.5
VIS Vanguard Industrials ETF 2.3 9 31 3.7 -0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 2.3 18 22 4.1 -0.4
VTI Vanguard Total Stock Market ETF 2.3 3 37 4.3 -0.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.3 40 0 6.4 +1.9
LRGF iShares U.S. Equity Factor ETF 2.3 8 32 4.9 +0.4
RGEF Rockefeller Global Equity ETF 2.2 55 -15 4.0 -0.5
RECS Columbia Research Enhanced Core ETF 2.2 15 25 5.2 +0.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -10 7.5 +3.0
IWV iShares Russell 3000 ETF 2.2 20 20 4.2 -0.3
GEW Cambria Global EW ETF 2.2 29 11 5.4 +0.9
VTHR Vanguard Russell 3000 ETF 2.2 7 33 4.3 -0.2
SFTY Horizon Managed Risk ETF 2.2 77 -37 3.6 -0.9
STOX Horizon Core Equity ETF 2.2 70 -30 3.7 -0.8
MTUM iShares MSCI USA Momentum Factor ETF 2.2 15 25 2.8 -1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.2 15 25 3.6 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 37 4.3 -0.2
RVRB Reverb ETF 2.2 30 10 4.1 -0.4
AFOS ARS Focused Opportunities Strategy ETF 2.2 45 -5 2.4 -2.1
SPVU Invesco S&P 500 Enhanced Value ETF 2.2 13 27 8.7 +4.2
VB Vanguard Small-Cap ETF 2.2 5 35 5.4 +0.9
SCHX Schwab U.S. Large-Cap ETF 2.2 3 37 4.4 -0.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 4.8 +0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 2.1 60 -20 5.9 +1.4
ADME Aptus Drawdown Managed Equity ETF 2.1 79 -39 3.4 -1.1
SCHK Schwab 1000 Index ETF 2.1 5 35 4.4 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 3.9 -0.6
FDRR Fidelity Dividend ETF for Rising Rates 2.1 15 25 6.2 +1.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.1 25 15 4.3 -0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 25 4.3 -0.2
SRHQ SRH U.S. Quality ETF 2.1 35 5 6.5 +2.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 2.1 60 -20 4.7 +0.2
SCHB Schwab U.S. Broad Market ETF 2.1 3 37 4.4 -0.1
CGUS Capital Group Core Equity ETF 2.1 33 7 3.9 -0.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.0 60 -20 9.3 +4.8
VLUE iShares MSCI USA Value Factor ETF 2.0 15 25 7.7 +3.3
ESGU iShares ESG Aware MSCI USA ETF 2.0 15 25 4.3 -0.2
FVAL Fidelity Value Factor ETF 2.0 15 25 6.0 +1.5
XMMO Invesco S&P MidCap Momentum ETF 2.0 34 6 3.7 -0.8
CZAR Themes Natural Monopoly ETF 2.0 35 5 5.0 +0.5
RCGE RockCreek Global Equality ETF 2.0 95 -55 6.0 +1.5
SMOT VanEck Morningstar SMID Moat ETF 2.0 49 -9 6.0 +1.5
EPS WisdomTree U.S. LargeCap Fund 2.0 8 32 5.1 +0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -35 5.0 +0.5
SFY SoFi Select 500 ETF 2.0 0 40 4.0 -0.5
STXM Strive Mid-Cap ETF 2.0 18 22 5.5 +1.0
SGLC SGI U.S. Large Cap Core ETF 2.0 85 -45 3.4 -1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 36 5.2 +0.7
SRVR Pacer Data & Infrastructure Real Estate ETF 1.9 55 -15 4.2 -0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.9 52 -12 5.6 +1.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.9 29 11 5.5 +1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 25 6.3 +1.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 17 23 4.8 +0.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.9 35 5 8.1 +3.7
FQAL Fidelity Quality Factor ETF 1.9 15 25 5.0 +0.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.9 38 2 4.0 -0.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 25 4.1 -0.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.9 60 -20 3.6 -0.9
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 4.4 -0.0
GLRY Inspire Faithward Mid Cap Momentum ETF 1.8 80 -40 5.3 +0.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.8 52 -12 5.3 +0.9
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 0 40 10.5 +6.1
SMRI Bushido Capital US Equity ETF 1.8 71 -31 9.2 +4.7
YOKE Yoke Core ETF 1.8 42 -2 4.1 -0.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 10 7.1 +2.6
FDMO Fidelity Momentum Factor ETF 1.8 15 25 3.2 -1.3
TOK iShares MSCI Kokusai ETF 1.8 26 14 4.4 -0.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.8 46 -6 8.0 +3.5
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -8 4.0 -0.5
ISCV iShares Morningstar Small Cap Value ETF 1.8 6 34 7.5 +3.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.8 20 20 5.4 +1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 4.6 +0.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.8 48 -8 7.6 +3.1
DAK Dakota Active Equity ETF 1.8 43 -3 3.8 -0.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.8 15 25 6.9 +2.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 33 5.1 +0.6
PY Principal Value ETF 1.8 15 25 6.5 +2.0
DIVE Dana Concentrated Dividend ETF 1.7 65 -25 6.9 +2.4
AFMC First Trust Active Factor Mid Cap ETF 1.7 65 -25 7.0 +2.5
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -2 5.7 +1.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 28 3.5 -1.0
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 16 6.1 +1.6
IJH iShares Core S&P Mid-Cap ETF 1.7 5 35 6.3 +1.8
WLDR Affinity World Leaders Equity ETF 1.7 67 -27 6.3 +1.8
URTH iShares MSCI World ETF 1.7 24 16 4.5 0.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.7 25 15 6.8 +2.3
VFLO VictoryShares Free Cash Flow ETF 1.7 39 1 9.0 +4.5
SFYX SoFi Next 500 ETF 1.7 0 40 5.2 +0.7
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -12 6.1 +1.6
PIO Invesco Global Water ETF 1.6 75 -35 3.8 -0.7
CWS AdvisorShares Focused Equity ETF 1.6 84 -44 5.0 +0.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.6 10 30 3.9 -0.6
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 1.6 45 -5 4.8 +0.4
IVOO Vanguard S&P Mid-Cap 400 ETF 1.6 7 33 6.3 +1.8
HDUS Hartford Disciplined US Equity ETF 1.6 19 21 5.1 +0.6
NULC Nuveen ESG Large-Cap ETF 1.6 21 19 4.6 +0.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.6 3 37 6.3 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.6 75 -35 3.4 -1.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.6 10 30 3.9 -0.6
CVAR Cultivar ETF 1.6 87 -47 6.8 +2.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -24 1.0 -3.5
EBI Longview Advantage ETF 1.6 35 5 5.7 +1.2
APUE ActivePassive U.S. Equity ETF 1.5 45 -5 4.0 -0.4
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 5 3.8 -0.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.5 20 20 2.9 -1.6
QDF FlexShares Quality Dividend Index Fund 1.5 37 3 5.5 +1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.5 24 16 6.5 +2.0
KLMN Invesco MSCI North America Climate ETF 1.5 9 31 4.5 -0.0
ACWI iShares MSCI ACWI ETF 1.5 32 8 4.8 +0.3
GOP Unusual Whales Subversive Republican Trading ETF 1.5 50 -10 4.7 +0.3
DUHP Dimensional US High Profitability ETF 1.5 21 19 5.1 +0.6
PKW Invesco Buyback Achievers ETF 1.5 62 -22 7.1 +2.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 31 4.3 -0.2
IWL iShares Russell Top 200 ETF 1.5 15 25 4.0 -0.5
ARTY iShares Future AI & Tech ETF 1.5 47 -7 3.1 -1.4
XVV iShares ESG Screened S&P 500 ETF 1.5 8 32 4.3 -0.2
FBCV Fidelity Blue Chip Value ETF 1.5 59 -19 6.3 +1.9
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 25 5.4 +0.9
YNOT Horizon Digital Frontier ETF 1.4 75 -35 2.8 -1.7
QQQ Invesco QQQ Trust Series I 1.4 20 20 3.6 -0.9
QQQM Invesco NASDAQ 100 ETF 1.4 15 25 3.6 -0.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -3 5.1 +0.6
SPHQ Invesco S&P 500 Quality ETF 1.4 15 25 4.6 +0.2
VT Vanguard Total World Stock ETF 1.4 6 34 5.2 +0.7
ISCB iShares Morningstar Small-Cap ETF 1.4 4 36 5.2 +0.7
EXI iShares Global Industrials ETF 1.4 42 -2 3.6 -0.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -20 3.4 -1.1
SMMD iShares Russell 2500 ETF 1.3 15 25 5.9 +1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.3 32 8 4.4 -0.1
FLRG Fidelity U.S. Multifactor ETF 1.3 15 25 6.2 +1.7
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 25 6.1 +1.6
VOOG Vanguard S&P 500 Growth ETF 1.3 7 33 3.5 -0.9
IUS Invesco RAFI Strategic US ETF 1.3 19 21 5.9 +1.5
PWB Invesco Large Cap Growth ETF 1.3 56 -16 2.1 -2.4
ABIG Argent Large Cap ETF 1.3 49 -9 4.4 -0.1
DARP Grizzle Growth ETF 1.3 75 -35 2.1 -2.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.3 10 30 4.7 +0.2
DGT State Street SPDR Global Dow ETF 1.3 50 -10 5.9 +1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 4.9 +0.5
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 5.8 +1.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 1 8.2 +3.7
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 22 4.6 +0.1
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -36 4.1 -0.4
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -10 3.7 -0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 5 6.9 +2.4
MGC Vanguard Mega Cap ETF 1.2 7 33 4.1 -0.4
NIXT Research Affiliates Deletions ETF 1.2 9 31 7.5 +3.0
SUSA iShares MSCI USA ESG Select ETF 1.2 25 15 4.1 -0.4
TAX Cambria Tax Aware ETF 1.1 49 -9 5.3 +0.8
FFND Future Fund Active ETF 1.1 100 -60 3.3 -1.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 28 6.2 +1.7
STXG Strive 1000 Growth ETF 1.1 18 22 3.3 -1.2
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 25 4.7 +0.2
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 1 7.3 +2.8
QUAL iShares MSCI USA Quality Factor ETF 1.1 15 25 4.5 +0.0
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -35 4.4 -0.1
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 30 5.0 +0.5
TOLL Tema Durable Quality ETF 1.0 75 -35 4.4 -0.1
SNPE Xtrackers S&P 500 ESG ETF 1.0 10 30 4.4 -0.1
OPTZ Optimize Strategy Index ETF 1.0 50 -10 4.2 -0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 4.3 -0.1
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 30 4.3 -0.2
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 -9 4.8 +0.4
DFVX Dimensional US Large Cap Vector ETF 1.0 22 18 5.3 +0.8
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 1 8.1 +3.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -35 6.5 +2.0
GSPY Gotham Enhanced 500 ETF 0.9 50 -10 4.6 +0.1
BFOR ALPS Barron's 400 ETF 0.9 65 -25 5.0 +0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 25 5.3 +0.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 34 2.6 -1.9
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -19 3.7 -0.8
KRMA Global X Conscious Companies ETF 0.9 43 -3 5.4 +0.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 23 4.9 +0.4
OSCV Opus Small Cap Value ETF 0.9 79 -39 6.0 +1.5
RAFE PIMCO RAFI ESG U.S. ETF 0.9 29 11 6.1 +1.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.9 12 28 4.5 0.0
ILCG iShares Morningstar Growth ETF 0.9 4 36 3.2 -1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 30 5.1 +0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -40 4.5 +0.0
FDWM Fidelity Women's Leadership ETF 0.9 59 -19 4.2 -0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.9 65 -25 1.9 -2.6
WCEO Hypatia Women CEO ETF 0.9 85 -45 2.9 -1.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.8 15 25 4.9 +0.5
DSI iShares MSCI KLD 400 Social ETF 0.8 25 15 4.3 -0.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 5 4.5 +0.0
RNSC Furst Trust Small Cap US Equity Select ETF 0.8 60 -20 4.5 +0.0
AIRR First Trust RBA American Industrial Renaissance ETF 0.8 70 -30 3.7 -0.8
FSGS First Trust SMID Growth Strength ETF 0.8 60 -20 4.6 +0.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 4.1 -0.4
CCFE Concourse Capital Focused Equity ETF 0.8 95 -55 2.0 -2.5
AKAF The Frontier Economic Fund 0.8 20 20 5.4 +1.0
OEF iShares S&P 100 ETF 0.8 20 20 3.9 -0.6
QGRO American Century U.S. Quality Growth ETF 0.8 29 11 3.4 -1.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 20 4.9 +0.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.8 35 5 6.2 +1.8
VXF Vanguard Extended Market ETF 0.8 5 35 4.1 -0.4
AVUQ Avantis U.S. Quality ETF 0.8 15 25 3.7 -0.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -30 1.8 -2.7
GQI Natixis Gateway Quality Income ETF 0.7 34 6 4.3 -0.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 19 3.3 -1.2
SCHA Schwab U.S. Small-Cap ETF 0.7 4 36 5.0 +0.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -5 3.7 -0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 23 5.3 +0.8
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 30 4.2 -0.3
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 22 4.7 +0.2
DXUV Dimensional US Vector Equity ETF 0.7 28 12 5.2 +0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 3.9 -0.6
WDIV SPDR S&P Global Dividend ETF 0.7 40 0 8.0 +3.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 15 6.6 +2.1
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -35 3.0 -1.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.6 60 -20 5.0 +0.5
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -12 3.4 -1.0
OEI Optimized Equity Income ETF 0.6 75 -35 3.3 -1.2
IWF iShares Russell 1000 Growth ETF 0.5 19 21 3.5 -1.0
GLOF iShares Global Equity Factor ETF 0.5 20 20 6.0 +1.5
VONG Vanguard Russell 1000 Growth ETF 0.5 7 33 3.7 -0.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 5 11.4 +6.9
ABEQ Absolute Select Value ETF 0.5 85 -45 4.1 -0.4
NUSC Nuveen ESG Small-Cap ETF 0.5 31 9 4.6 +0.1
VAMO Cambria Value & Momentum ETF 0.5 61 -21 5.5 +1.0
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.5 29 11 4.3 -0.2
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 1 3.8 -0.7
IJR iShares Core S&P Small Cap ETF 0.5 6 34 6.6 +2.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 30 8.4 +3.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 33 6.6 +2.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 37 6.7 +2.2
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 36 3.6 -0.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.5 39 1 7.0 +2.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 -8 5.1 +0.7
PXE Invesco Energy Exploration & Production ETF 0.5 60 -20 14.5 +10.0
AESR Anfield U.S. Equity Sector Rotation ETF 0.5 108 -68 4.2 -0.3
FCG First Trust Natural Gas ETF 0.5 60 -20 16.5 +12.0
LNGX Global X U.S. Natural Gas ETF 0.5 45 -5 11.4 +6.9
IVW iShares S&P 500 Growth ETF 0.5 18 22 3.3 -1.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.5 4 36 3.5 -1.0
JPSV JPMorgan Active Small Cap Value ETF 0.5 74 -34 7.5 +3.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 22 4.0 -0.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 25 6.7 +2.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.4 30 10 15.2 +10.7
XSLV Invesco S&P SmallCap Low Volatility ETF 0.4 25 15 7.4 +3.0
TMFC Motley Fool 100 Index ETF 0.4 50 -10 3.1 -1.4
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.4 -2.1
CGGR Capital Group Growth ETF 0.4 39 1 2.9 -1.5
ISMD Inspire Small/Mid Cap ETF 0.4 54 -14 4.6 +0.1
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 12 3.6 -0.9
VBK Vanguard Small-Cap Growth ETF 0.4 7 33 1.6 -2.9
DFLV Dimensional US Large Cap Value ETF 0.4 22 18 6.4 +1.9
ESGV Vanguard ESG U.S. Stock ETF 0.4 9 31 4.3 -0.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 36 5.2 +0.7
THRO iShares U.S. Thematic Rotation Active ETF 0.4 90 -50 3.2 -1.3
DIVN Horizon Dividend Income ETF 0.3 70 -30 6.4 +2.0
IWY iShares Russell Top 200 Growth ETF 0.3 20 20 3.5 -1.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 1 8.3 +3.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 2.8 -1.7
ETHO Etho Climate Leadership U.S. ETF 0.3 47 -7 4.8 +0.3
JGRO JPMorgan Active Growth ETF 0.3 44 -4 3.1 -1.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 5 8.4 +3.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 36 4 9.0 +4.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 7.8 +3.4
ROSC Hartford Multifactor Small Cap ETF 0.3 34 6 7.8 +3.3
DFSV Dimensional US Small Cap Value ETF 0.3 31 9 8.8 +4.4
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 22 8.5 +4.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.3 15 25 8.5 +4.0
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 12 4.8 +0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 21 5.3 +0.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -33 9.9 +5.4
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 20 3.6 -0.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 22 4.7 +0.2
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 28 6.6 +2.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.2 15 25 4.7 +0.2
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 25 5.1 +0.6
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -85 6.5 +2.1
GVLU Gotham 1000 Value ETF 0.2 50 -10 8.1 +3.6
FPAG FPA Global Equity ETF 0.2 49 -9 4.9 +0.5
STXK Strive Small-Cap ETF 0.2 18 22 5.4 +0.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -21 5.0 +0.5
TAN Invesco Solar ETF 0.2 67 -27 4.6 +0.1
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 7.6 +3.1
FRNW Fidelity Clean Energy ETF 0.2 39 1 2.0 -2.4
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -49 8.4 +3.9
ACES ALPS Clean Energy ETF 0.2 55 -15 -2.5 -6.9
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 -18 -1.9 -6.4
RNRG Global X Renewable Energy Producers ETF 0.2 66 -26 4.9 +0.4
ICLN iShares Global Clean Energy ETF 0.2 41 -1 2.7 -1.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -9 4.3 -0.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.2 59 -19 5.4 +0.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 8.9 +4.4
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 12 8.5 +4.0
DFUV Dimensional US Marketwide Value ETF 0.1 22 18 6.3 +1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 22 3.2 -1.3
VEGN US Vegan Climate ETF 0.1 60 -20 4.1 -0.4
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 4.0 -0.5
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 27 2.6 -1.9
AFSM First Trust Active Factor Small Cap ETF 0.1 75 -35 6.6 +2.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 -18 3.6 -0.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.0 4 36 3.4 -1.1
SCHD Schwab US Dividend Equity ETF 0.0 6 34 8.2 +3.7
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 15 4.5 +0.0

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 U.S. Utilities ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.0 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 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.