iShares U.S. Medical Devices ETF
ALTAR
Score™		 4.9% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 21.4x P/Sales
ratio		 3.6x
P/BV
ratio		 3.1x Div.
yield		 1.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares US Dow Jones Medical Equipment Index seeks investment results that correspond generally to the price and yield performance of the Dow Jones US Select Medical Equipment Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $3,060
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 47
Wgt avg mkt cap (mns) $108,437
Large cap (>$10bn) 91.5%
Mid cap ($2-10bn) 5.8%
Small cap (<$2bn) 2.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
INTUITIVE SURGICAL INC 15.9 %
ABBOTT LABORATORIES 15.7 %
STRYKER CORP 11.1 %
EDWARDS LIFESCIENCES CORP 5.3 %
IDEXX LABORATORIES INC 4.9 %
BECTON DICKINSON AND CO 4.7 %
MEDTRONIC PLC 4.4 %
GE HEALTHCARE TECHNOLOGIES INC. 4.3 %
DEXCOM INC 4.3 %
RESMED INC 4.2 %
Total 74.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.6 %
IRELAND 7.5 %
BRITAIN 0.9 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-21.2% -20.6% -2.8% 8.8% 9.7%

Market Correlations
versus... Beta R-squared
S&P500 0.64 20%
MSCI EAFE 0.54 23%
MSCI Emg. Mkts. 0.28 11%

Technical Indicators
Recent close $50.08
30d moving avg. $49.84
Annualized volatility 17.0%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 2,731
Turnover 4.5%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 672 potential alternatives to the iShares U.S. Medical Devices ETF ETF based on the alternatives' overlap in portfolio holdings with IHI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IHI Expense: 40 bp ALTAR Score™: 4.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHI
Ticker Fund
Name		 Overlap1
vs IHI
(%)		 Expense
ratio
(bp)		 Savings
vs IHI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHI
(%)
MDEV First Trust Indxx Medical Devices ETF 31.7 70 -30 5.1 +0.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 23.3 40 0 7.4 +2.5
HEAL Global X HealthTech ETF 20.9 50 -10 -1.5 -6.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 19.9 65 -25 0.6 -4.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 17.9 68 -28 2.5 -2.5
AGNG Global X Aging Population ETF 17.0 50 -10 4.4 -0.5
FDHT Fidelity Digital Health ETF 16.4 39 1 1.7 -3.2
IYH iShares U.S. Healthcare ETF 15.7 40 0 5.8 +0.9
XLV Health Care Select Sector SPDR 15.7 8 32 6.6 +1.7
FXH First Trust Health Care AlphaDEX Fund 15.7 62 -22 4.7 -0.2
GDOC Goldman Sachs Future Health Care Equity ETF 15.6 75 -35 1.0 -4.0
FHLC Fidelity MSCI Health Care Index ETF 15.5 8 32 5.4 +0.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 15.3 85 -45 4.2 -0.7
VHT Vanguard Health Care ETF 14.7 9 31 5.2 +0.3
BMED Future Health ETF 12.8 85 -45 1.3 -3.7
FMED Fidelity Disruptive Medicine ETF 12.7 50 -10 -1.2 -6.1
HART IQ Healthy Hearts ETF 12.1 45 -5 5.8 +0.9
HRTS Tema Heart & Health ETF 11.7 75 -35 2.9 -2.0
IXJ iShares Global Healthcare ETF 11.1 42 -2 6.3 +1.4
ANEW ProShares MSCI Transformational Changes ETF 10.3 45 -5 4.4 -0.5
CWS AdvisorShares Focused Equity ETF 9.6 84 -44 4.8 -0.1
MEDI Harbor Health Care ETF 9.3 80 -40 -1.4 -6.3
FTGS First Trust Growth Strength ETF 7.4 60 -20 3.6 -1.3
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.9 0.0
USRD Themes US R&D Champions ETF 7.0 29 11 3.8 -1.1
JGRW Jensen Quality Growth ETF 7.0 57 -17 4.1 -0.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.8 60 -20 4.2 -0.7
BOTZ Global X Robotics & Artificial Intelligence ETF 6.7 69 -29 1.8 -3.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.5 49 -9 4.9 0.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.4 60 -20 -1.6 -6.5
FLV American Century Focused Large Cap Value ETF 6.3 42 -2 6.0 +1.1
TMFM Motley Fool Mid-Cap Growth ETF 6.3 85 -45 2.1 -2.8
SXQG ETC 6 Meridian Quality Growth ETF 5.6 100 -60 2.9 -2.0
FTCS First Trust Capital Strength ETF 5.3 55 -15 5.6 +0.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.3 40 0 5.2 +0.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 3.6 -1.4
PSET Principal Quality ETF 5.3 15 25 4.9 -0.0
SMOT VanEck Morningstar SMID Moat ETF 5.2 49 -9 6.3 +1.4
QGRO American Century U.S. Quality Growth ETF 5.1 29 11 3.9 -1.0
MVAL VanEck Morningstar Wide Moat Value ETF 5.1 49 -9 6.4 +1.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.1 58 -18 3.1 -1.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.0 38 2 5.2 +0.3
GGRW Gabelli Growth Innovators ETF 4.9 90 -50 2.0 -2.9
PAWZ ProShares Pet Care ETF 4.9 50 -10 4.4 -0.5
KNO AXS Knowledge Leaders ETF 4.9 78 -38 4.0 -0.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 4.9 +0.0
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 5.1 +0.2
PJP Invesco Pharmaceuticals ETF 4.9 57 -17 7.0 +2.1
DTEC ALPS Disruptive Technologies ETF 4.8 50 -10 3.6 -1.3
ARB AltShares Merger Arbitrage ETF 4.8 77 -37 2.6 -2.3
NBDS Neuberger Berman Disrupters ETF 4.5 55 -15 0.7 -4.2
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -20 2.4 -2.5
MID American Century Mid Cap Growth Impact ETF 4.5 45 -5 2.9 -2.0
ABEQ Absolute Select Value ETF 4.4 85 -45 4.5 -0.4
SNSR Global X Internet of Things ETF 4.3 68 -28 3.2 -1.7
QLTY GMO U.S. Quality ETF 4.3 50 -10 3.9 -1.0
CSD Invesco S&P Spin-Off ETF 4.3 65 -25 3.5 -1.4
DURA VanEck Durable High Dividend ETF 4.3 29 11 6.4 +1.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.2 35 5 11.1 +6.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 30 5.2 +0.3
MOAT VanEck Morningstar Wide Moat ETF 4.2 46 -6 5.6 +0.7
PSCH Invesco S&P SmallCap Health Care ETF 4.2 29 11 2.4 -2.5
JDOC JPMorgan Healthcare Leaders ETF 4.1 65 -25 3.5 -1.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.1 49 -9 2.9 -2.0
TMDV ProShares Russell US Dividend Growers ETF 4.0 35 5 6.3 +1.4
FPAG FPA Global Equity ETF 4.0 49 -9 5.8 +0.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.9 70 -30 4.7 -0.2
PWB Invesco Large Cap Growth ETF 3.9 56 -16 2.0 -3.0
PINK Simplify Health Care ETF 3.8 50 -10 0.9 -4.0
SDY State Street SPDR S&P Dividend ETF 3.8 35 5 6.1 +1.2
FIW First Trust Water ETF 3.8 53 -13 5.1 +0.2
PCGG Polen Capital Global Growth ETF 3.7 85 -45 3.9 -1.0
MBCC Monarch Blue Chips Core ETF 3.7 125 -85 3.6 -1.3
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 5 5.8 +0.9
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 17 2.9 -2.1
GINN Goldman Sachs Innovate Equity ETF 3.6 52 -12 3.7 -1.2
PRAY FIS Christian Stock Fund 3.6 69 -29 3.9 -1.0
RND First Trust Bloomberg R&D Leaders ETF 3.5 60 -20 2.5 -2.4
AGIQ Sofi Agentic AI ETF 3.5 69 -29 6.8 +1.9
NUMG Nuveen ESG Mid-Cap Growth ETF 3.5 31 9 1.8 -3.1
SEMG Suncoast Select Growth ETF 3.5 60 -20 3.8 -1.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.5 52 -12 4.9 0.0
FSGS First Trust SMID Growth Strength ETF 3.5 60 -20 4.9 +0.0
DAK Dakota Active Equity ETF 3.4 43 -3 3.7 -1.2
VOT Vanguard Mid-Cap Growth ETF 3.4 7 33 3.1 -1.8
VSDA VictoryShares Dividend Accelerator ETF 3.4 35 5 6.5 +1.6
RNSC Furst Trust Small Cap US Equity Select ETF 3.4 60 -20 4.6 -0.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.4 35 5 3.4 -1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.3 50 -10 3.4 -1.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 3.9 -1.0
IWFG IQ Winslow Focused Large Cap Growth ETF 3.2 65 -25 2.1 -2.8
CRTC Xtrackers US National Critical Technologies ETF 3.2 35 5 4.2 -0.7
CAML Congress Large Cap Growth ETF 3.2 66 -26 2.4 -2.5
AGRW Allspring LT Large Growth ETF 3.2 35 5 3.3 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 20 5.5 +0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.1 58 -18 5.0 +0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 4.0 -1.0
BEEX BeeHive ETF 3.1 84 -44 3.7 -1.2
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.4 +0.5
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 25 5.5 +0.6
MAVF Matrix Advisors Value ETF 3.0 75 -35 4.8 -0.1
BLCV iShares Large Cap Value Active ETF 3.0 53 -13 6.3 +1.4
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 5 2.5 -2.4
SCHD Schwab US Dividend Equity ETF 3.0 6 34 8.0 +3.1
MNZL Manzil Russell Halal USA Broad MarketETF 3.0 40 0 3.7 -1.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.9 29 11 4.0 -0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.9 15 25 7.2 +2.3
FEGE First Eagle Global Equity ETF 2.9 79 -39 6.1 +1.2
JEPI JPMorgan Equity Premium Income ETF 2.9 35 5 5.1 +0.2
DVND Touchstone Dividend Select ETF 2.9 67 -27 5.2 +0.3
RSP Invesco S&P 500 Equal Weight ETF 2.9 20 20 5.9 +1.0
CVAR Cultivar ETF 2.9 87 -47 7.2 +2.3
CGDV Capital Group Dividend Value ETF 2.9 33 7 3.8 -1.1
LFSC F/m Emerald Life Sciences Innovation ETF 2.8 79 -39 0.0 -4.9
LCF Touchstone US Large Cap Focused ETF 2.8 69 -29 3.6 -1.3
AVMC Avantis U.S. Mid Cap Equity ETF 2.8 18 22 6.0 +1.1
ROBO ROBO Global Robotics & Automation Index ETF 2.8 95 -55 2.3 -2.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.7 12 28 5.6 +0.7
SWP SWP Growth & Income ETF 2.7 99 -59 4.2 -0.7
AQEC AQE Core ETF 2.7 49 -9 5.3 +0.4
QDIV Global X S&P 500 Quality Dividend ETF 2.7 20 20 7.9 +3.0
XOEF iShares S&P 500 ex S&P 100 ETF 2.6 20 20 4.6 -0.3
CFA VictoryShares US 500 Volatility Wtd ETF 2.6 35 5 5.3 +0.4
VDIG Vanguard Wellington Dividend Growth Active ETF 2.6 40 0 4.5 -0.4
VALQ American Century U.S. Quality Value ETF 2.6 29 11 7.0 +2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.6 40 0 5.3 +0.4
LOUP Innovator Deepwater Frontier Tech ETF 2.6 70 -30 0.8 -4.1
ITAN Sparkline Intangible Value ETF 2.6 50 -10 5.8 +0.9
UDI USCF Dividend Income Fund 2.6 65 -25 6.6 +1.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.6 35 5 4.4 -0.5
LRGE ClearBridge Large Cap Growth ESG ETF 2.6 59 -19 2.7 -2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.5 6 34 3.3 -1.6
DFLV Dimensional US Large Cap Value ETF 2.5 22 18 6.1 +1.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.5 55 -15 8.8 +3.9
TMFX Motley Fool Next Index ETF 2.5 50 -10 3.0 -1.9
VO Vanguard Mid-Cap ETF 2.5 4 36 21.0 +16.1
MOTG VanEck Morningstar Global Wide Moat ETF 2.5 52 -12 8.0 +3.1
TMFG Motley Fool Global Opportunities ETF 2.5 85 -45 3.7 -1.2
CSMD Congress SMid Growth ETF 2.4 69 -29 3.5 -1.4
NIXT Research Affiliates Deletions ETF 2.4 9 31 6.6 +1.7
PFM Invesco Dividend Achievers ETF 2.4 53 -13 4.6 -0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.4 9 31 5.2 +0.3
CHRI Global X S&P 500 Christian Values ETF 2.4 29 11 3.9 -1.0
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.4 -0.5
DIVL Madison Dividend Value ETF 2.4 65 -25 4.8 -0.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.3 15 25 6.3 +1.4
SHRY First Trust Bloomberg Shareholder Yield ETF 2.3 60 -20 8.6 +3.7
QQQS Invesco NASDAQ Future Gen 200 ETF 2.3 20 20 -3.6 -8.5
BFOR ALPS Barron's 400 ETF 2.3 65 -25 5.0 +0.1
JOET Virtus Terranova US Quality Momentum ETF 2.3 29 11 3.8 -1.1
DFUV Dimensional US Marketwide Value ETF 2.2 22 18 6.1 +1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 10 7.6 +2.7
DIVS SmartETFs Dividend Builder ETF 2.2 65 -25 4.5 -0.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.2 12 28 3.6 -1.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 30 4.2 -0.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 31 4.9 -0.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.2 48 -8 5.6 +0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.2 45 -5 3.5 -1.4
ETHO Etho Climate Leadership U.S. ETF 2.2 47 -7 4.2 -0.7
HLAL Wahed FTSE USA Shariah ETF 2.2 50 -10 3.6 -1.4
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 14 5.1 +0.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.1 20 20 0.8 -4.1
CHGX AXS Change Finance ESG ETF 2.1 49 -9 4.2 -0.7
KAT Scharf ETF 2.1 87 -47 6.2 +1.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 6.2 +1.3
RAFE PIMCO RAFI ESG U.S. ETF 2.1 29 11 6.1 +1.2
PEXL Pacer US Export Leaders ETF 2.1 60 -20 3.0 -1.9
JAVA JPMorgan Active Value ETF 2.1 44 -4 5.5 +0.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 -9 4.5 -0.4
VFVA Vanguard U.S. Value Factor ETF 2.1 13 27 9.4 +4.5
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 31 5.5 +0.6
IWX iShares Russell Top 200 Value ETF 2.1 20 20 5.0 +0.1
STXD Strive 1000 Dividend Growth ETF 2.0 35 5 4.4 -0.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.0 20 20 4.0 -0.9
TMAT Main Thematic Innovation ETF 2.0 164 -124 -1.9 -6.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.0 27 13 6.5 +1.6
FTA First Trust Large Cap Value AlphaDEX Fund 2.0 59 -19 7.6 +2.7
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 27 5.7 +0.8
FVD First Trust Value Line Dividend Index Fund 2.0 65 -25 5.8 +0.9
TMFS Motley Fool Small-Cap Growth ETF 2.0 85 -45 1.3 -3.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -20 5.2 +0.3
MDLV Morgan Dempsey Large Cap Value ETF 2.0 58 -18 5.8 +0.9
GKAT Scharf Global Opportunity ETF 2.0 57 -17 5.8 +0.9
DGRO iShares Core Dividend Growth ETF 2.0 8 32 5.5 +0.6
BLCR iShares Large Cap Core Active ETF 1.9 36 4 2.8 -2.1
VIG Vanguard Dividend Appreciation ETF 1.9 5 35 4.9 0.0
GLBL Pacer MSCI World Industry Advantage ETF 1.9 65 -25 3.4 -1.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.9 15 25 9.0 +4.1
DBSC Deepwater Beachfront Small Cap ETF 1.9 85 -45 1.1 -3.8
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 5.9 +1.0
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.8 +0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.9 35 5 4.3 -0.6
FFOX FundX Future Fund Opportunities ETF 1.9 100 -60 2.5 -2.4
CGGR Capital Group Growth ETF 1.9 39 1 2.6 -2.4
IJS iShares S&P Small-Cap 600 Value ETF 1.9 18 22 8.9 +4.0
PBUS Invesco MSCI USA ETF 1.9 4 36 4.2 -0.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 10 30 9.0 +4.1
PRXV Praxis Impact Large Cap Value ETF 1.9 36 4 5.6 +0.7
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 4.3 -0.7
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.9 12 28 3.4 -1.5
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 3.3 -1.6
DSTL Distillate US Fundamental Stability & Value ETF 1.9 39 1 7.8 +2.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.9 35 5 6.3 +1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.9 65 -25 1.4 -3.5
SIZE iShares MSCI USA Size Factor ETF 1.9 15 25 5.4 +0.5
SAGP Strategas Global Policy Opportunities ETF 1.9 65 -25 4.9 +0.0
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 4.0 -0.9
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 28 6.2 +1.3
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -15 3.6 -1.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.9 60 -20 8.0 +3.1
FDG American Century Focused Dynamic Growth ETF 1.9 45 -5 1.7 -3.2
GVUS Marketbeta Russell 1000 Value Equity ETF 1.9 12 28 5.4 +0.5
SCHV Schwab U.S. Large-Cap Value ETF 1.8 4 36 5.6 +0.7
NUSC Nuveen ESG Small-Cap ETF 1.8 31 9 4.9 0.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -9 4.5 -0.5
PSC Principal U.S. Small-Cap ETF 1.8 38 2 3.7 -1.2
BUL Pacer US Cash Cows Growth ETF 1.8 60 -20 3.4 -1.5
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 36 5.2 +0.3
JGLO JPMorgan Global Select Equity ETF 1.8 33 7 4.3 -0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.2 -0.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.8 50 -10 8.0 +3.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.8 20 20 6.1 +1.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 6.7 +1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 8 3.9 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 4.3 -0.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 25 4.2 -0.7
ACVF American Conservative Values ETF 1.8 75 -35 3.7 -1.2
DEMZ Democratic Large Cap Core ETF 1.8 45 -5 3.8 -1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.8 60 -20 6.0 +1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 25 3.0 -1.9
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -8 3.8 -1.1
IWD iShares Russell 1000 Value ETF 1.7 19 21 5.4 +0.5
VONV Vanguard Russell 1000 Value ETF 1.7 7 33 5.5 +0.6
KRMA Global X Conscious Companies ETF 1.7 43 -3 5.1 +0.2
SUSA iShares MSCI USA ESG Select ETF 1.7 25 15 4.0 -0.9
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 20 7.2 +2.3
VOE Vanguard Mid-Cap Value ETF 1.7 7 33 6.8 +1.9
SNPG Xtrackers S&P 500 Growth ESG ETF 1.7 15 25 3.9 -1.0
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 20 3.1 -1.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.7 4 36 5.7 +0.8
MGV Vanguard Mega Cap Value ETF 1.7 7 33 5.4 +0.5
GVLU Gotham 1000 Value ETF 1.7 50 -10 8.3 +3.4
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 22 4.4 -0.5
IVE iShares S&P 500 Value ETF 1.7 18 22 5.5 +0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.7 17 23 4.0 -0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.7 10 30 4.1 -0.8
VOOV Vanguard S&P 500 Value ETF 1.7 7 33 5.6 +0.7
DEUS Xtrackers Russell US Multifactor ETF 1.7 17 23 6.4 +1.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 22 6.9 +2.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.7 15 25 4.1 -0.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.7 35 5 3.1 -1.9
SPXN ProShares S&P 500 Ex-Financials ETF 1.7 9 31 4.0 -0.9
IWR iShares Russell Midcap ETF 1.6 19 21 5.4 +0.5
AFSM First Trust Active Factor Small Cap ETF 1.6 75 -35 5.8 +0.9
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 37 6.4 +1.5
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 -2 5.4 +0.5
NULC Nuveen ESG Large-Cap ETF 1.6 21 19 3.9 -1.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 33 6.2 +1.3
IJR iShares Core S&P Small Cap ETF 1.6 6 34 6.3 +1.4
IUSV iShares Core S&P US Value ETF 1.6 4 36 5.8 +0.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 20 4.0 -0.9
IUS Invesco RAFI Strategic US ETF 1.6 19 21 5.6 +0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.6 71 -31 -0.6 -5.5
IWO iShares Russell 2000 Growth ETF 1.6 24 16 0.5 -4.4
DIVN Horizon Dividend Income ETF 1.6 70 -30 6.6 +1.7
TOPC iShares S&P 500 3% Capped ETF 1.6 15 25 4.4 -0.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.6 19 21 4.7 -0.2
GQI Natixis Gateway Quality Income ETF 1.6 34 6 4.6 -0.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 31 3.7 -1.2
ASLV Allspring Special Large Value ETF 1.6 35 5 5.2 +0.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.6 95 -55 -0.5 -5.4
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 15 5.9 +1.0
TOLL Tema Durable Quality ETF 1.6 75 -35 3.8 -1.1
GSPY Gotham Enhanced 500 ETF 1.6 50 -10 4.4 -0.5
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 31 4.1 -0.8
AUSF Global X Adaptive U.S. Factor ETF 1.6 27 13 8.1 +3.2
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 12 4.9 +0.0
RVRB Reverb ETF 1.6 30 10 3.8 -1.1
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 -2 3.5 -1.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 16 7.1 +2.2
STXV Strive 1000 Value ETF 1.5 18 22 6.8 +1.9
FDLS Inspire Fidelis Multi Factor ETF 1.5 76 -36 3.3 -1.6
JHML John Hancock Multifactor Large Cap ETF 1.5 29 11 4.5 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.5 6 34 2.7 -2.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.5 15 25 5.0 +0.1
VBK Vanguard Small-Cap Growth ETF 1.5 7 33 1.2 -3.7
BIBL Inspire 100 ETF 1.5 35 5 4.2 -0.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 0 3.0 -1.9
VTV Vanguard Value ETF 1.5 4 36 5.8 +0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -2 4.0 -0.9
RDVY First Trust Rising Dividend Achievers ETF 1.5 50 -10 5.1 +0.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 31 4.0 -0.9
EMOT First Trust S&P 500 Economic Moat ETF 1.5 60 -20 7.9 +3.0
QQQ Invesco QQQ Trust Series I 1.5 20 20 3.2 -1.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -25 3.5 -1.4
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 3.2 -1.7
XVV iShares ESG Screened S&P 500 ETF 1.5 8 32 4.1 -0.8
XT iShares Exponential Technologies ETF 1.5 46 -6 3.8 -1.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.5 24 16 5.9 +1.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 36 5.2 +0.3
OPTZ Optimize Strategy Index ETF 1.4 50 -10 3.4 -1.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.4 25 15 4.1 -0.8
OALC OneAscent Large Cap Core ETF 1.4 86 -46 3.4 -1.5
PTL Inspire 500 ETF 1.4 9 31 4.4 -0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 33 4.1 -0.8
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 30 4.3 -0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 40 4.1 -0.8
HDV iShares Core High Dividend ETF 1.4 8 32 29.9 +25.0
NACP Impact Shares NAACP Minority Empowerment ETF 1.4 49 -9 3.6 -1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 38 4.1 -0.8
VOTE TCW Transform 500 ETF 1.4 5 35 4.1 -0.8
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 15 4.7 -0.2
ILCG iShares Morningstar Growth ETF 1.4 4 36 3.0 -1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 2.3 -2.6
ISCB iShares Morningstar Small-Cap ETF 1.4 4 36 5.4 +0.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 20 4.5 -0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 29 4.1 -0.8
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -15 4.1 -0.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 15 4.9 -0.0
EES WisdomTree U.S. SmallCap Fund 1.4 38 2 7.9 +3.0
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -35 4.8 -0.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 20 4.0 -0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 31 4.3 -0.6
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 4 4.1 -0.8
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 12 2.8 -2.1
HDUS Hartford Disciplined US Equity ETF 1.3 19 21 4.7 -0.2
LRND IQ U.S. Large Cap R&D Leaders ETF 1.3 14 26 3.9 -1.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.3 12 28 6.2 +1.3
DFSV Dimensional US Small Cap Value ETF 1.3 31 9 8.8 +3.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 30 3.7 -1.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.3 15 25 3.7 -1.2
MAGA Point Bridge America First ETF 1.3 72 -32 5.2 +0.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.3 29 11 7.1 +2.2
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 -19 4.9 +0.0
IVV iShares Core S&P 500 ETF 1.3 3 37 4.2 -0.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 37 4.3 -0.6
SPYM State Street SPDR Portfolio S&P 500 ETF 1.3 2 38 4.2 -0.8
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 5.0 +0.1
SPY SPDR S&P 500 ETF 1.3 9 31 4.1 -0.8
VOO Vanguard S&P 500 ETF 1.3 3 37 4.2 -0.7
VV Vanguard Large-Cap ETF 1.3 4 36 4.1 -0.8
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 22 3.7 -1.2
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 9 5.5 +0.6
FELV Fidelity Enhanced Large Cap Value ETF 1.3 18 22 5.6 +0.7
FESM Fidelity Enhanced Small Cap ETF 1.3 28 12 2.3 -2.7
CZAR Themes Natural Monopoly ETF 1.3 35 5 5.4 +0.5
VTWG Vanguard Russell 2000 Growth ETF 1.3 10 30 0.6 -4.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.3 12 28 3.4 -1.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.3 20 20 6.0 +1.1
STRV Strive 500 ETF 1.3 5 35 4.1 -0.8
IWB iShares Russell 1000 ETF 1.3 15 25 4.1 -0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -24 1.3 -3.7
VONE Vanguard Russell 1000 ETF 1.3 7 33 4.2 -0.7
PRXG Praxis Impact Large Cap Growth ETF 1.3 36 4 3.1 -1.8
GXLC Global X U.S. 500 ETF 1.3 2 38 4.1 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 22 4.6 -0.3
PRF Invesco FTSE RAFI US 1000 ETF 1.3 34 6 5.6 +0.7
IWV iShares Russell 3000 ETF 1.3 20 20 4.0 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 37 4.1 -0.8
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -49 4.3 -0.6
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 37 4.1 -0.8
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 -3 3.6 -1.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 22 3.9 -1.0
VTI Vanguard Total Stock Market ETF 1.3 3 37 4.1 -0.8
IYY iShares Dow Jones U.S. ETF 1.3 20 20 4.1 -0.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 20 4.2 -0.7
VTHR Vanguard Russell 3000 ETF 1.3 7 33 4.1 -0.8
OEI Optimized Equity Income ETF 1.3 75 -35 3.6 -1.4
ENHU iShares Enhanced Large Cap Core Active ETF 1.3 22 18 4.1 -0.8
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 15 6.1 +1.2
SSPY Syntax Stratified LargeCap ETF 1.3 30 10 6.0 +1.1
BRIF FIS Bright Portfolios Focused Equity ETF 1.3 65 -25 3.4 -1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 23 4.9 +0.0
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -19 3.4 -1.5
APUE ActivePassive U.S. Equity ETF 1.3 45 -5 3.9 -1.0
DFUS Dimensional U.S. Equity ETF 1.3 9 31 4.1 -0.8
VUG Vanguard Growth ETF 1.3 4 36 20.1 +15.2
DGT State Street SPDR Global Dow ETF 1.3 50 -10 5.7 +0.8
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 34 7.8 +2.9
AGQI First Trust Active Global Quality Income ETF 1.2 85 -45 6.5 +1.6
SCHX Schwab U.S. Large-Cap ETF 1.2 3 37 4.2 -0.7
SCHK Schwab 1000 Index ETF 1.2 5 35 4.2 -0.7
SCHB Schwab U.S. Broad Market ETF 1.2 3 37 4.2 -0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -30 2.1 -2.9
GPT Intelligent Alpha Atlas ETF 1.2 69 -29 6.1 +1.2
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -45 5.2 +0.3
SCHA Schwab U.S. Small-Cap ETF 1.2 4 36 4.4 -0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 28 5.9 +1.0
STXG Strive 1000 Growth ETF 1.2 18 22 3.2 -1.7
IWL iShares Russell Top 200 ETF 1.2 15 25 3.9 -1.1
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 5.7 +0.8
VYM Vanguard High Dividend Yield Index ETF 1.2 6 34 6.0 +1.1
STXM Strive Mid-Cap ETF 1.2 18 22 5.8 +0.9
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 28 4.9 +0.0
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 14 2.8 -2.1
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 5.7 +0.8
RSSL Global X Russell 2000 ETF 1.2 8 32 2.7 -2.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -40 5.5 +0.6
RGEF Rockefeller Global Equity ETF 1.2 55 -15 3.8 -1.1
RAUS RACWI US ETF 1.2 15 25 4.1 -0.8
USXF iShares ESG Advanced MSCI USA ETF 1.2 10 30 3.8 -1.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.2 30 10 3.8 -1.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 25 3.9 -1.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.2 35 5 6.1 +1.2
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 3.0 -1.9
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 1 7.4 +2.5
ILCV iShares Morningstar Value ETF 1.2 4 36 5.3 +0.4
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -39 3.3 -1.6
IWM iShares Russell 2000 ETF 1.2 19 21 2.6 -2.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 20 7.3 +2.4
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 2.9 -2.0
AIEQ AI Powered Equity ETF 1.1 75 -35 3.6 -1.3
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.5 -0.4
FPX First Trust US Equity Opportunities ETF 1.1 61 -21 0.8 -4.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 -10 6.3 +1.4
XLG Invesco S&P 500 Top 50 ETF 1.1 20 20 3.6 -1.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -21 5.4 +0.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 -35 0.9 -4.0
EVUS iShares ESG Aware MSCI USA Value ETF 1.1 18 22 5.6 +0.7
ISMD Inspire Small/Mid Cap ETF 1.1 54 -14 5.0 +0.1
MDY SPDR S&P Midcap 400 ETF Trust 1.1 23 17 5.9 +1.0
USEW Cambria US EW ETF 1.1 30 10 4.1 -0.8
SFY SoFi Select 500 ETF 1.1 0 40 3.7 -1.2
MFVL Motley Fool Value Factor ETF 1.1 50 -10 5.8 +0.9
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 25 4.9 -0.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.1 49 -9 7.3 +2.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.1 17 23 4.7 -0.3
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 5 3.3 -1.6
DFAU Dimensional US Core Equity Market ETF 1.1 12 28 4.3 -0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.1 67 -27 8.7 +3.8
SRHQ SRH U.S. Quality ETF 1.1 35 5 6.2 +1.3
TIIV AAM Todd International Intrinsic Value ETF 1.1 54 -14 9.7 +4.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 36 5.6 +0.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.1 6 34 7.0 +2.1
IJH iShares Core S&P Mid-Cap ETF 1.1 5 35 6.1 +1.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 37 6.1 +1.2
IWS iShares Russell Mid-Cap Value ETF 1.1 23 17 6.0 +1.1
MGC Vanguard Mega Cap ETF 1.1 7 33 3.9 -1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 33 6.0 +1.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -9 7.9 +3.0
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 25 4.1 -0.8
WCEO Hypatia Women CEO ETF 1.1 85 -45 4.7 -0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 31 4.4 -0.5
IQM Franklin Intelligent Machines ETF 1.1 50 -10 1.1 -3.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 5.3 +0.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 2 6.9 +2.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 5 6.9 +2.0
DFAS Dimensional U.S. Small Cap ETF 1.1 26 14 5.6 +0.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.1 39 1 7.4 +2.5
QWLD SPDR MSCI World StrategicFactors ETF 1.1 30 10 5.2 +0.3
STXK Strive Small-Cap ETF 1.1 18 22 5.2 +0.3
EPS WisdomTree U.S. LargeCap Fund 1.1 8 32 4.7 -0.2
VFMF Vanguard U.S. Multifactor ETF 1.0 18 22 6.6 +1.7
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 25 6.5 +1.6
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 27 5.5 +0.6
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 36 3.1 -1.8
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 25 4.4 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.0 14 26 4.1 -0.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -9 3.7 -1.2
DFVX Dimensional US Large Cap Vector ETF 1.0 22 18 5.3 +0.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.0 20 20 4.2 -0.7
VTWO Vanguard Russell 2000 ETF 1.0 7 33 2.8 -2.1
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 25 5.3 +0.4
VB Vanguard Small-Cap ETF 1.0 5 35 5.2 +0.3
VOOG Vanguard S&P 500 Growth ETF 1.0 7 33 18.4 +13.5
IVW iShares S&P 500 Growth ETF 1.0 18 22 2.9 -2.0
DXUV Dimensional US Vector Equity ETF 1.0 28 12 5.2 +0.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.0 4 36 3.0 -1.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 5.8 +0.9
AVUS Avantis U.S. Equity ETF 1.0 15 25 4.7 -0.2
LRGF iShares U.S. Equity Factor ETF 1.0 8 32 4.6 -0.3
TMFC Motley Fool 100 Index ETF 1.0 50 -10 3.0 -1.9
SMMD iShares Russell 2500 ETF 1.0 15 25 5.5 +0.6
DCOR Dimensional US Core Equity 1 ETF 1.0 14 26 4.6 -0.3
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.3 -0.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 10 4.0 -0.9
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 10.0 +5.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.0 5 35 7.2 +2.3
VXF Vanguard Extended Market ETF 1.0 5 35 3.7 -1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 4.9 +0.0
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 16.8 +11.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 36 3.3 -1.6
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 36 5.8 +0.9
AQLT iShares MSCI Global Quality Factor ETF 1.0 18 22 0.0 -4.9
SPIT F/m Emerald Special Situations ETF 1.0 105 -65 -0.7 -5.6
GEW Cambria Global EW ETF 0.9 29 11 5.4 +0.5
SFTY Horizon Managed Risk ETF 0.9 77 -37 3.5 -1.4
STOX Horizon Core Equity ETF 0.9 70 -30 3.6 -1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 6.1 +1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 25 6.7 +1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.9 7 33 4.4 -0.6
NUDV Nuveen ESG Dividend ETF 0.9 26 14 6.1 +1.2
ULVM VictoryShares US Value Momentum ETF 0.9 20 20 6.1 +1.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 5 6.6 +1.7
URTH iShares MSCI World ETF 0.9 24 16 4.3 -0.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 25 4.5 -0.4
LOWV AB US Low Volatility Equity ETF 0.9 48 -8 4.3 -0.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -35 6.1 +1.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -19 1.8 -3.2
FBOT Fidelity Disruptive Automation ETF 0.9 50 -10 2.9 -2.0
GURU Global X Guru Index ETF 0.9 75 -35 2.4 -2.5
IWF iShares Russell 1000 Growth ETF 0.9 19 21 14.2 +9.3
VONG Vanguard Russell 1000 Growth ETF 0.9 7 33 3.5 -1.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.9 10 30 3.6 -1.3
IWC iShares Micro-Cap ETF 0.9 60 -20 -1.4 -6.3
FDLO Fidelity Low Volatility Factor ETF 0.9 15 25 4.8 -0.1
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 -9 4.8 -0.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 1 3.5 -1.4
BLES Inspire Global Hope ETF 0.9 61 -21 5.7 +0.8
QTOP iShares Nasdaq Top 30 Stocks ETF 0.9 20 20 2.7 -2.2
FFND Future Fund Active ETF 0.9 100 -60 4.3 -0.6
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 2 3.9 -1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.9 12 28 4.4 -0.5
AVUQ Avantis U.S. Quality ETF 0.9 15 25 3.6 -1.3
SVAL iShares US Small Cap Value Factor ETF 0.9 20 20 7.3 +2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.9 8 32 4.4 -0.5
TAX Cambria Tax Aware ETF 0.9 49 -9 4.1 -0.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.9 25 15 6.1 +1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -40 6.0 +1.1
FMTM MarketDesk Focused U.S. Momentum ETF 0.9 45 -5 4.6 -0.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.9 25 15 5.5 +0.6
RCGE RockCreek Global Equality ETF 0.8 95 -55 6.2 +1.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.8 25 15 6.2 +1.3
OEF iShares S&P 100 ETF 0.8 20 20 3.8 -1.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 10 3.7 -1.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 11 6.4 +1.5
ACWI iShares MSCI ACWI ETF 0.8 32 8 4.6 -0.3
FFOG Franklin Focused Growth ETF 0.8 61 -21 1.6 -3.4
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 -12 6.6 +1.7
WSML iShares MSCI World Small-Cap ETF 0.8 15 25 5.3 +0.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.8 55 -15 3.2 -1.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 15 7.7 +2.8
VT Vanguard Total World Stock ETF 0.8 6 34 5.0 +0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 21 5.0 +0.1
IBOT Vaneck Robotics ETF 0.8 47 -7 3.2 -1.7
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 3.6 -1.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.8 60 -20 4.4 -0.5
DLN WisdomTree U.S. LargeCap Dividend Fund 0.8 28 12 5.4 +0.5
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 -2 6.0 +1.1
COWZ Pacer US Cash Cows 100 ETF 0.8 49 -9 7.7 +2.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 19 2.9 -2.1
CGDG Capital Group Dividend Growers ETF 0.7 47 -7 5.2 +0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 31 4.9 -0.0
VUSV Vanguard Wellington U.S. Value Active ETF 0.7 30 10 5.7 +0.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.7 12 28 3.3 -1.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 22 3.0 -1.9
ROE Astoria US Quality Kings ETF 0.7 49 -9 5.2 +0.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.7 49 -9 6.3 +1.4
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 3.6 -1.3
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 12 5.7 +0.8
ROUS Hartford Multifactor US Equity ETF 0.7 19 21 5.3 +0.4
ALTL Pacer Lunt Large Cap Alternator ETF 0.7 60 -20 4.6 -0.3
DARP Grizzle Growth ETF 0.7 75 -35 1.6 -3.3
DSI iShares MSCI KLD 400 Social ETF 0.7 25 15 4.1 -0.8
YNOT Horizon Digital Frontier ETF 0.7 75 -35 2.5 -2.4
VUSE Vident U.S. Equity Strategy ETF 0.7 50 -10 3.7 -1.2
JGRO JPMorgan Active Growth ETF 0.7 44 -4 2.4 -2.5
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 15 4.5 -0.4
EQL Alps Equal Sector Weight ETF 0.7 25 15 5.1 +0.2
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -20 3.4 -1.5
IWY iShares Russell Top 200 Growth ETF 0.7 20 20 3.5 -1.4
CGUS Capital Group Core Equity ETF 0.7 33 7 3.6 -1.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -40 3.6 -1.3
ROSC Hartford Multifactor Small Cap ETF 0.7 34 6 7.2 +2.3
IWN iShares Russell 2000 Value ETF 0.7 24 16 4.8 -0.1
VTWV Vanguard Russell 2000 Value ETF 0.7 10 30 5.0 +0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 20 4.7 -0.2
PY Principal Value ETF 0.7 15 25 7.0 +2.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 -19 4.3 -0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -35 3.1 -1.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 20 5.7 +0.8
VBR Vanguard Small Cap Value ETF 0.6 7 33 7.9 +3.0
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -50 3.1 -1.8
SGLC SGI U.S. Large Cap Core ETF 0.6 85 -45 3.6 -1.3
JVAL JPMorgan U.S. Value Factor ETF 0.6 12 28 6.7 +1.8
JPSV JPMorgan Active Small Cap Value ETF 0.6 74 -34 7.5 +2.6
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 8.6 +3.7
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 8.0 +3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 11 5.6 +0.7
MFIG Motley Fool Innovative Growth Factor ETF 0.6 50 -10 2.7 -2.2
WRND IQ Global Equity R&D Leaders ETF 0.6 18 22 4.0 -0.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -3 4.9 -0.0
FDMO Fidelity Momentum Factor ETF 0.6 15 25 2.5 -2.5
DIVB iShares Core Dividend ETF 0.6 5 35 6.9 +2.0
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 10.9 +6.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -39 4.1 -0.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -20 6.2 +1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 30 4.2 -0.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 -20 -0.9 -5.8
GLOF iShares Global Equity Factor ETF 0.5 20 20 5.6 +0.7
GK AdvisorShares Gerber Kawasaki ETF 0.5 75 -35 1.4 -3.5
DUHP Dimensional US High Profitability ETF 0.5 21 19 5.1 +0.2
SMOX Horizon Small/Mid Cap Core Equity ETF 0.5 75 -35 5.3 +0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 25 5.1 +0.2
FDWM Fidelity Women's Leadership ETF 0.5 59 -19 3.8 -1.1
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 30 4.2 -0.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 -9 5.0 +0.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 15 7.4 +2.5
IBRN iShares Neuroscience and Healthcare ETF 0.5 47 -7 0.0 -4.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 0 3.7 -1.2
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 22 4.3 -0.6
FQAL Fidelity Quality Factor ETF 0.5 15 25 4.8 -0.1
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 27 1.7 -3.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 25 7.9 +3.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 22 7.9 +3.0
TTAC FCF US Quality ETF 0.4 59 -19 5.6 +0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 10 30 8.0 +3.1
DEW WisdomTree Global High Dividend Fund 0.4 58 -18 7.2 +2.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 8.1 +3.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -20 6.6 +1.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 9.1 +4.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 7.8 +2.9
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 25 5.7 +0.8
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 15 8.0 +3.1
JHDV John Hancock U.S. High Dividend ETF 0.4 34 6 5.9 +1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 -20 9.3 +4.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 6.8 +1.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 3 5.4 +0.5
IOO iShares Global 100 ETF 0.4 41 -1 3.8 -1.1
QDF FlexShares Quality Dividend Index Fund 0.4 37 3 5.3 +0.4
SFGV Sequoia Global Value ETF 0.3 23 17 7.1 +2.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 10 2.6 -2.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 5 4.9 -0.0
RPV Invesco S&P 500 Pure Value ETF 0.3 35 5 8.8 +3.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.3 49 -9 8.0 +3.1
EQIN Columbia US Equity Income ETF 0.3 35 5 6.1 +1.2
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -25 7.0 +2.1
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 2.1 -2.8
SAMT Strategas Macro Thematic Opportunities ETF 0.3 65 -25 2.3 -2.7
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.9 +2.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.3 60 -20 5.9 +1.0
OSCV Opus Small Cap Value ETF 0.3 79 -39 5.9 +1.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.3 70 -30 4.0 -0.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.3 59 -19 8.5 +3.6
DVGR DAC 3D Dividend Growth ETF 0.3 65 -25 4.7 -0.2
MEDX Horizon Kinetics Medical ETF 0.3 85 -45 1.5 -3.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -33 9.9 +5.0
FMDE Fidelity Enhanced Mid Cap ETF 0.3 23 17 5.4 +0.5
RECS Columbia Research Enhanced Core ETF 0.3 15 25 5.3 +0.4
FFF Founders 100 ETF 0.3 75 -35 2.4 -2.5
ISRA VanEck Israel ETF 0.3 59 -19 5.9 +1.0
ITEQ BlueStar Israel Technology ETF 0.3 75 -35 1.1 -3.8
EBI Longview Advantage ETF 0.3 35 5 5.9 +1.0
VLUE iShares MSCI USA Value Factor ETF 0.2 15 25 6.2 +1.3
DTAN Sparkline International Intangible Value ETF 0.2 55 -15 7.1 +2.2
WSGE Warren Street Global Equity ETF 0.2 80 -40 2.9 -2.1
HELX Franklin Genomic Advancements ETF 0.2 50 -10 -1.4 -6.3
REVS Columbia Research Enhanced Value ETF 0.2 19 21 6.6 +1.7
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -28 2.7 -2.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 15 7.4 +2.5
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 -10 4.3 -0.6
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -15 5.0 +0.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 7.2 +2.3
PKW Invesco Buyback Achievers ETF 0.2 62 -22 7.4 +2.5
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.0 +0.1
RNIN Bushido Capital US SMID Cap Equity ETF 0.2 70 -30 10.6 +5.7
IBB iShares Biotechnology ETF 0.2 45 -5 -0.5 -5.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -19 9.0 +4.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.2 15 25 7.7 +2.8
XSMO Invesco S&P SmallCap Momentum ETF 0.1 39 1 3.6 -1.3
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.3 -4.6
ARKG ARK Genomic Revolution ETF 0.1 75 -35 -1.3 -6.2
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 25 2.3 -2.6
TEXN iShares Texas Equity ETF 0.1 20 20 4.9 +0.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.1 18 22 5.1 +0.2
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -5 1.0 -3.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 7.7 +2.8
MFMO Motley Fool Momentum Factor ETF 0.1 50 -10 2.0 -3.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 20 8.6 +3.7
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 22 3.3 -1.6
MGMT Ballast Small/Mid Cap ETF 0.0 110 -70 7.5 +2.6
VEGN US Vegan Climate ETF 0.0 60 -20 3.3 -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. Medical Devices 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 15.8 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 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.