iShares Core U.S. REIT ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 15.7x P/Sales
ratio		 7.7x
P/BV
ratio		 2.3x Div.
yield		 3.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate equities.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2007
Assets (mns) $4,643
Currency USD
Expense ratio 8 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 126
Wgt avg mkt cap (mns) $42,856
Large cap (>$10bn) 79.0%
Mid cap ($2-10bn) 17.2%
Small cap (<$2bn) 3.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WELLTOWER, INC. 9.6 %
PROLOGIS INC 7.6 %
EQUINIX INC 6.3 %
DIGITAL REALTY TRUST INC 4.8 %
SIMON PROPERTY GROUP INC 4.6 %
REALTY INCOME CORP 4.3 %
PUBLIC STORAGE 4.2 %
VENTAS INC 3.9 %
IRON MOUNTAIN INC 3.0 %
EXTRA SPACE STORAGE INC 2.5 %
Total 50.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.1 %










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.
20.3% 24.7% 5.2% 5.9% 5.6%

Market Correlations
versus... Beta R-squared
S&P500 0.28 7%
MSCI EAFE 0.35 16%
MSCI Emg. Mkts. 0.06 1%

Technical Indicators
Recent close $67.59
30d moving avg. $67.58
Annualized volatility 17.2%
Short interest (ETF) 0.7%
Short interest (Underlying) 3.2%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 460
Turnover 0.7%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,952

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 572 potential alternatives to the iShares Core U.S. REIT ETF ETF based on the alternatives' overlap in portfolio holdings with USRT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: USRT Expense: 8 bp ALTAR Score™: 6.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH USRT
Ticker Fund
Name		 Overlap1
vs USRT
(%)		 Expense
ratio
(bp)		 Savings
vs USRT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs USRT
(%)
DFAR Dimensional US Real Estate ETF 90.0 19 -11 7.0 +0.3
FRI First Trust S&P REIT Index Fund 89.1 50 -42 6.3 -0.4
RWR State Street SPDR Dow Jones REIT ETF 88.5 25 -17 6.5 -0.3
SCHH Schwab U.S. REIT ETF 84.9 7 1 7.0 +0.3
VNQ Vanguard Real Estate ETF 81.4 13 -5 6.6 -0.1
FREL Fidelity MSCI Real Estate Index ETF 80.7 8 -0 6.8 +0.1
IYR iShares U.S. Real Estate ETF 80.0 40 -32 6.7 +0.0
REET iShares Global REIT ETF 74.0 14 -6 6.7 +0.0
ICF iShares Cohen & Steers REIT ETF 72.4 33 -25 7.1 +0.4
RWO SPDR Dow Jones Global Real Estate ETF 72.1 50 -42 6.1 -0.6
XLRE Real Estate Select Sector SPDR 70.8 8 0 7.0 +0.3
DFGR Dimensional Global Real Estate ETF 67.8 22 -14 6.8 +0.1
AVRE Avantis Real Estate ETF 64.2 17 -9 6.6 -0.1
ERET iShares Environmentally Aware Real Estate ETF 63.6 30 -22 6.7 -0.0
FPRO Fidelity Real Estate Investment ETF 59.5 59 -51 5.9 -0.8
VGSR Vert Global Sustainable Real Estate ETF 58.6 47 -39 6.8 +0.1
JPRE JPMorgan Realty Income ETF 58.1 50 -42 6.7 +0.0
PPTY US Diversified Real Estate ETF 56.1 53 -45 7.2 +0.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 55.5 40 -32 7.4 +0.7
PSR Invesco Active U.S. Real Estate Fund 50.2 35 -27 6.8 +0.1
JRE Janus Henderson U.S. Real Estate ETF 48.0 65 -57 5.6 -1.1
GQRE FlexShares Global Quality Real Estate Index Fund 47.6 45 -37 7.2 +0.4
RITA ETFB Green SRI REITs ETF 46.4 50 -42 5.3 -1.4
BYRE Principal Real Estate Active Opportunities ETF 42.6 65 -57 6.9 +0.2
REZ iShares Residential and Multisector Real Estate ETF 41.1 48 -40 5.7 -1.0
HAUS Residential REIT ETF 30.5 60 -52 3.7 -3.0
REAI Intelligent Real Estate ETF 28.8 59 -51 5.5 -1.2
SPRE SP Funds S&P Global REIT Sharia ETF 28.5 55 -47 5.2 -1.5
IQRA IQ CBRE Real Assets ETF 27.6 65 -57 5.7 -1.0
WTRE WisdomTree New Economy Real Estate Fund 25.1 58 -50 -0.3 -7.0
NURE Nuveen Short-Term REIT ETF 24.8 35 -27 6.7 -0.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 22.2 7 1 9.7 +3.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 21.8 60 -52 5.4 -1.3
DESK VanEck Office and Commercial REIT ETF 21.4 50 -42 12.9 +6.2
HOMZ Hoya Capital Housing ETF 21.1 30 -22 9.8 +3.1
INDS Pacer Industrial Real Estate ETF 20.0 55 -47 5.8 -0.9
BLDG Cambria Global Real Estate ETF 19.6 60 -52 10.6 +3.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 17.8 12 -4 5.4 -1.3
SPLV Invesco S&P 500 Low Volatility ETF 17.1 25 -17 4.9 -1.8
XMLV Invesco S&P MidCap Low Volatility ETF 16.6 25 -17 6.5 -0.2
RDOG ALPS REIT Dividend Dogs ETF 16.4 35 -27 11.7 +5.0
VRAI Virtus Real Asset Income ETF 16.1 55 -47 8.2 +1.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 14.8 27 -19 6.3 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 14.5 10 -2 3.6 -3.1
SRVR Pacer Data & Infrastructure Real Estate ETF 14.1 55 -47 4.1 -2.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 13.4 30 -22 8.5 +1.8
BIBL Inspire 100 ETF 13.4 35 -27 4.1 -2.7
NETL NETLease Corporate Real Estate ETF 13.4 60 -52 7.3 +0.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 12.2 49 -41 4.5 -2.2
PFI Invesco Dorsey Wright Financial Momentum ETF 11.3 60 -52 4.4 -2.3
RIET Hoya Capital High Dividend Yield ETF 11.3 50 -42 13.8 +7.1
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 11.1 41 -33 4.3 -2.4
DTCR Global X Data Center & Digital Infrastructure ETF 11.1 50 -42 3.4 -3.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 11.0 80 -72 6.5 -0.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 11.0 56 -48 6.6 -0.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.5 60 -52 4.4 -2.3
DON WisdomTree U.S. MidCap Dividend Fund 9.8 38 -30 7.8 +1.1
DEW WisdomTree Global High Dividend Fund 9.5 58 -50 6.9 +0.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 9.4 20 -12 8.3 +1.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.3 24 -16 6.9 +0.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 9.3 60 -52 4.2 -2.5
DIVG Invesco S&P 500 High Dividend Growers ETF 9.0 39 -31 7.0 +0.3
AGNG Global X Aging Population ETF 8.9 50 -42 4.2 -2.6
VBR Vanguard Small Cap Value ETF 8.8 7 1 7.4 +0.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.7 70 -62 4.5 -2.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.7 18 -10 6.6 -0.1
IWN iShares Russell 2000 Value ETF 8.5 24 -16 4.4 -2.3
VTWV Vanguard Russell 2000 Value ETF 8.4 10 -2 4.6 -2.1
ISCV iShares Morningstar Small Cap Value ETF 8.1 6 2 7.2 +0.5
STRN SMART Trend 25 ETF 8.1 59 -51 2.4 -4.3
FVD First Trust Value Line Dividend Index Fund 8.0 65 -57 5.5 -1.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.0 20 -12 5.4 -1.3
CZA Invesco Zacks Mid-Cap ETF 7.9 72 -64 5.5 -1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 7.8 80 -72 5.7 -1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.7 15 -7 4.9 -1.8
EQL Alps Equal Sector Weight ETF 7.6 25 -17 5.0 -1.7
RJDI RJ Eagle Dividend Select Income ETF 7.5 55 -47 4.4 -2.4
PSCF Invesco S&P SmallCap Financials ETF 7.4 29 -21 7.8 +1.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 7.4 39 -31 3.3 -3.4
EQAL Invesco Russell 1000 Equal Weight ETF 7.2 20 -12 5.9 -0.8
FLDZ RiverNorth Patriot ETF 7.2 75 -67 5.4 -1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 7.1 12 -4 5.7 -1.0
FCLD Fidelity Cloud Computing ETF 7.1 39 -31 2.7 -4.0
FDVV Fidelity High Dividend ETF 7.1 15 -7 6.4 -0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.0 29 -21 6.1 -0.6
IWS iShares Russell Mid-Cap Value ETF 7.0 23 -15 5.7 -1.0
FNDA Schwab Fundamental US Small Co. Index ETF 7.0 25 -17 5.8 -0.9
NUMV Nuveen ESG Mid-Cap Value ETF 6.9 31 -23 5.2 -1.5
TBG TBG Dividend Focus ETF 6.9 59 -51 6.0 -0.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.9 60 -52 7.8 +1.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.9 39 -31 8.8 +2.1
IJJ iShares S&P Mid-Cap 400 Value ETF 6.9 18 -10 7.5 +0.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 6.9 20 -12 7.0 +0.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 6.9 15 -7 7.6 +0.9
ERTH Invesco MSCI Sustainable Future ETF 6.8 62 -54 3.2 -3.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.8 10 -2 7.6 +0.9
STXM Strive Mid-Cap ETF 6.8 18 -10 5.9 -0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.7 4 4 16.4 +9.7
ULVM VictoryShares US Value Momentum ETF 6.7 20 -12 5.8 -0.9
SMOX Horizon Small/Mid Cap Core Equity ETF 6.7 75 -67 5.1 -1.6
SRET Global X SuperDividend REIT ETF 6.7 59 -51 12.5 +5.8
TXS Texas Capital Texas Equity Index ETF 6.6 49 -41 4.8 -1.9
ISCB iShares Morningstar Small-Cap ETF 6.6 4 4 5.1 -1.6
MDY SPDR S&P Midcap 400 ETF Trust 6.5 23 -15 5.7 -1.0
VB Vanguard Small-Cap ETF 6.4 5 3 5.0 -1.7
BWEB Bitwise Web3 ETF 6.3 85 -77 -0.1 -6.8
FMKT The Free Markets ETF 6.3 76 -68 4.1 -2.6
KBWY Invesco KBW Premium Yield Equity REIT ETF 6.3 35 -27 8.3 +1.6
IJH iShares Core S&P Mid-Cap ETF 6.2 5 3 5.9 -0.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 6.2 3 5 5.9 -0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 6.2 7 1 5.9 -0.8
SMMD iShares Russell 2500 ETF 6.1 15 -7 5.2 -1.5
MILN Global X Millennial Consumer ETF 6.1 50 -42 3.9 -2.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.0 15 -7 6.5 -0.2
BLES Inspire Global Hope ETF 6.0 61 -53 5.5 -1.2
XSLV Invesco S&P SmallCap Low Volatility ETF 6.0 25 -17 6.9 +0.2
SGRT SMART Earnings Growth 30 ETF 5.9 59 -51 2.5 -4.2
IWR iShares Russell Midcap ETF 5.8 19 -11 5.1 -1.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 5.7 3 5 5.9 -0.8
SCHM Schwab U.S. Mid-Cap ETF 5.7 4 4 5.7 -1.1
VIOO Vanguard S&P Small-Cap 600 ETF 5.7 7 1 5.7 -1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.7 15 -7 5.9 -0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.6 10 -2 4.1 -2.7
XJR iShares ESG Screened S&P Small-Cap ETF 5.6 12 -4 5.7 -1.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 5.6 15 -7 4.0 -2.7
IJK iShares S&P Mid-Cap 400 Growth ETF 5.6 17 -9 4.0 -2.7
IJR iShares Core S&P Small Cap ETF 5.6 6 2 5.9 -0.8
JHDV John Hancock U.S. High Dividend ETF 5.5 34 -26 5.7 -1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.5 24 -16 5.7 -1.0
FMET Fidelity Metaverse ETF 5.5 39 -31 4.2 -2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.5 20 -12 5.3 -1.4
SPDV AAM S&P 500 High Dividend Value ETF 5.5 29 -21 10.4 +3.7
BEDZ AdvisorShares Hotel ETF 5.5 100 -92 4.8 -1.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.5 70 -62 2.0 -4.7
XOEF iShares S&P 500 ex S&P 100 ETF 5.4 20 -12 4.5 -2.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.4 15 -7 6.0 -0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.3 7 1 5.1 -1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 5.2 17 -9 4.7 -2.0
PTL Inspire 500 ETF 5.2 9 -1 4.3 -2.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 5.1 15 -7 8.4 +1.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 5.1 10 -2 8.4 +1.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 5.1 15 -7 3.4 -3.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.1 10 -2 3.4 -3.3
QDF FlexShares Quality Dividend Index Fund 5.1 37 -29 5.1 -1.6
IJS iShares S&P Small-Cap 600 Value ETF 5.0 18 -10 8.3 +1.6
ISCG iShares Morningstar Small-Cap Growth ETF 5.0 6 2 2.6 -4.1
IJT iShares S&P Small-Cap 600 Growth ETF 5.0 18 -10 3.4 -3.3
ABLD Abacus FCF Real Assets Leaders ETF 5.0 69 -61 6.6 -0.1
RSP Invesco S&P 500 Equal Weight ETF 5.0 20 -12 5.6 -1.1
FSMD Fidelity Small-Mid Multifactor ETF 4.9 15 -7 6.2 -0.5
STXK Strive Small-Cap ETF 4.9 18 -10 4.9 -1.8
RSSL Global X Russell 2000 ETF 4.9 8 0 2.5 -4.2
NUSC Nuveen ESG Small-Cap ETF 4.9 31 -23 4.6 -2.1
FMDE Fidelity Enhanced Mid Cap ETF 4.9 23 -15 5.1 -1.6
UDI USCF Dividend Income Fund 4.8 65 -57 6.4 -0.4
SWP SWP Growth & Income ETF 4.8 99 -91 4.2 -2.5
IWM iShares Russell 2000 ETF 4.8 19 -11 2.5 -4.2
DES WisdomTree U.S. SmallCap Dividend Fund 4.8 38 -30 7.6 +0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.8 15 -7 5.8 -0.9
AFMC First Trust Active Factor Mid Cap ETF 4.7 65 -57 6.7 -0.0
JHSC John Hancock Multifactor Small Cap ETF 4.7 42 -34 5.7 -1.0
MAGA Point Bridge America First ETF 4.7 72 -64 5.0 -1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 4.7 4 4 14.7 +8.0
BGRO iShares Large Cap Growth Active ETF 4.6 55 -47 1.8 -4.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.6 9 -1 3.4 -3.3
EZM WisdomTree U.S. MidCap Fund 4.6 38 -30 7.6 +0.9
DTD WisdomTree U.S. Total Dividend Fund 4.6 28 -20 5.5 -1.2
VOE Vanguard Mid-Cap Value ETF 4.5 7 1 6.5 -0.2
SDY State Street SPDR S&P Dividend ETF 4.5 35 -27 5.9 -0.8
VFMV Vanguard U.S. Minimum Volatility ETF 4.5 13 -5 5.6 -1.1
VXF Vanguard Extended Market ETF 4.5 5 3 3.6 -3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 4.5 60 -52 5.9 -0.8
SMLF iShares U.S. SmallCap Equity Factor ETF 4.4 15 -7 4.7 -2.0
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 -42 6.4 -0.3
FCPI Fidelity Stocks for Inflation ETF 4.4 15 -7 5.7 -1.0
CVY Invesco Zacks Multi-Asset Income ETF 4.3 106 -98 9.6 +2.9
VO Vanguard Mid-Cap ETF 4.3 4 4 20.3 +13.6
VTWO Vanguard Russell 2000 ETF 4.3 7 1 2.6 -4.1
IMCV iShares Morningstar Mid-Cap Value ETF 4.2 6 2 6.6 -0.1
JHMM John Hancock Multifactor Mid Cap ETF 4.2 42 -34 5.2 -1.5
WCEO Hypatia Women CEO ETF 4.2 85 -77 4.3 -2.4
SCHA Schwab U.S. Small-Cap ETF 4.2 4 4 4.2 -2.5
ISMD Inspire Small/Mid Cap ETF 4.2 54 -46 4.6 -2.1
SIZE iShares MSCI USA Size Factor ETF 4.1 15 -7 5.3 -1.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.1 30 -22 7.3 +0.5
VOT Vanguard Mid-Cap Growth ETF 4.1 7 1 3.0 -3.7
EUSA iShares MSCI USA Equal Weighted ETF 4.1 9 -1 5.3 -1.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.1 40 -32 6.4 -0.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 4.1 12 -4 3.2 -3.6
FAB First Trust Multi Cap Value AlphaDEX Fund 4.0 67 -59 8.1 +1.4
BEEZ Honeytree U.S. Equity ETF 4.0 64 -56 3.5 -3.2
KONG Formidable Fortress ETF 4.0 89 -81 5.0 -1.7
HDUS Hartford Disciplined US Equity ETF 3.9 19 -11 4.6 -2.1
FNK First Trust Mid Cap Value AlphaDEX Fund 3.9 70 -62 9.0 +2.3
XMMO Invesco S&P MidCap Momentum ETF 3.8 34 -26 3.5 -3.2
BGIG Bahl & Gaynor Income Growth ETF 3.8 45 -37 4.3 -2.4
WTV WisdomTree US Value ETF 3.8 12 -4 7.5 +0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.8 39 -31 2.1 -4.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.8 52 -44 4.9 -1.8
IMCB iShares Morningstar Mid-Cap ETF 3.8 4 4 5.0 -1.8
BDIV AAM Brentview Dividend Growth ETF 3.7 49 -41 3.6 -3.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.7 25 -17 7.2 +0.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.7 35 -27 10.6 +3.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.7 12 -4 4.3 -2.4
WSML iShares MSCI World Small-Cap ETF 3.6 15 -7 5.2 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.6 37 -29 5.3 -1.5
CLOU Global X Cloud Computing ETF 3.6 68 -60 2.2 -4.5
VEGN US Vegan Climate ETF 3.5 60 -52 3.3 -3.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.5 64 -56 1.2 -5.5
ETHO Etho Climate Leadership U.S. ETF 3.5 47 -39 3.9 -2.8
JPSV JPMorgan Active Small Cap Value ETF 3.5 74 -66 6.8 +0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 3.5 28 -20 5.2 -1.5
TMFG Motley Fool Global Opportunities ETF 3.4 85 -77 3.6 -3.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.4 60 -52 6.5 -0.2
SDG iShares MSCI Global Sustainable Development Goals ETF 3.4 49 -41 4.5 -2.2
FYX First Trust Small Cap Core AlphaDEX Fund 3.4 61 -53 4.9 -1.8
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 4 5.4 -1.3
CGDG Capital Group Dividend Growers ETF 3.3 47 -39 5.0 -1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 3.3 6 2 3.2 -3.5
VICE AdvisorShares Vice ETF 3.3 99 -91 5.8 -0.9
USXF iShares ESG Advanced MSCI USA ETF 3.3 10 -2 3.7 -3.0
IWD iShares Russell 1000 Value ETF 3.3 19 -11 5.0 -1.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.3 35 -27 5.6 -1.1
DEUS Xtrackers Russell US Multifactor ETF 3.3 17 -9 6.2 -0.5
GVUS Marketbeta Russell 1000 Value Equity ETF 3.3 12 -4 5.1 -1.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.3 60 -52 4.8 -1.9
VONV Vanguard Russell 1000 Value ETF 3.2 7 1 5.1 -1.6
CHGX AXS Change Finance ESG ETF 3.2 49 -41 4.2 -2.5
PSC Principal U.S. Small-Cap ETF 3.2 38 -30 3.4 -3.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 -1 5.0 -1.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.2 20 -12 5.8 -0.9
FTA First Trust Large Cap Value AlphaDEX Fund 3.2 59 -51 7.2 +0.5
REVS Columbia Research Enhanced Value ETF 3.2 19 -11 6.3 -0.4
OSCV Opus Small Cap Value ETF 3.2 79 -71 5.6 -1.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.1 35 -27 6.1 -0.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.1 29 -21 6.5 -0.2
NIXT Research Affiliates Deletions ETF 3.1 9 -1 5.9 -0.8
FEX First Trust Large Cap Core AlphaDEX Fund 3.1 59 -51 4.8 -1.9
DIVL Madison Dividend Value ETF 3.1 65 -57 4.7 -2.0
VBK Vanguard Small-Cap Growth ETF 3.0 7 1 1.2 -5.5
NUDV Nuveen ESG Dividend ETF 3.0 26 -18 5.9 -0.8
IUSV iShares Core S&P US Value ETF 3.0 4 4 5.7 -1.1
CAML Congress Large Cap Growth ETF 3.0 66 -58 2.4 -4.3
SSPY Syntax Stratified LargeCap ETF 3.0 30 -22 5.8 -0.9
NXTG First Trust Indxx NextG ETF 2.9 70 -62 3.5 -3.2
FYT First Trust Small Cap Value AlphaDEX Fund 2.9 73 -65 8.9 +2.2
JAVA JPMorgan Active Value ETF 2.9 44 -36 5.2 -1.5
USMV iShares MSCI USA Min Vol Factor ETF 2.8 15 -7 5.2 -1.5
DIV Global X SuperDividend US ETF 2.8 45 -37 9.4 +2.7
SIXG Defiance Connective Technologies ETF 2.8 30 -22 2.7 -4.0
FELV Fidelity Enhanced Large Cap Value ETF 2.8 18 -10 5.2 -1.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.8 12 -4 6.0 -0.8
IVE iShares S&P 500 Value ETF 2.8 18 -10 5.4 -1.3
NULV Nuveen ESG Large-Cap Value ETF 2.8 26 -18 5.0 -1.8
SAMM Strategas Macro Momentum ETF 2.8 66 -58 3.9 -2.8
TEXN iShares Texas Equity ETF 2.8 20 -12 5.1 -1.6
IGPT Invesco AI and Next Gen Software ETF 2.8 60 -52 2.4 -4.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.7 4 4 5.5 -1.2
BUYZ Franklin Disruptive Commerce ETF 2.7 50 -42 2.4 -4.3
VOOV Vanguard S&P 500 Value ETF 2.7 7 1 5.5 -1.2
ISHP First Trust Nasdaq Retail ETF 2.7 60 -52 5.1 -1.6
FTC First Trust Large Cap Growth AlphaDEX Fund 2.7 59 -51 1.8 -5.0
FPX First Trust US Equity Opportunities ETF 2.6 61 -53 0.8 -5.9
YLDE ClearBridge Dividend Strategy ESG ETF 2.6 60 -52 5.1 -1.6
YALL God Bless America ETF 2.6 65 -57 4.4 -2.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.6 75 -67 1.8 -4.9
FLQL Franklin LibertyQ U.S. Equity ETF 2.6 15 -7 4.5 -2.2
SPXT ProShares S&P 500 Ex-Technology ETF 2.6 9 -1 4.8 -2.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.6 55 -47 8.3 +1.6
DIVB iShares Core Dividend ETF 2.6 5 3 6.4 -0.3
BEEX BeeHive ETF 2.6 84 -76 3.6 -3.1
JPEF JPMorgan Equity Focus ETF 2.6 50 -42 3.7 -3.0
QUVU Hartford Quality Value ETF 2.6 46 -38 5.3 -1.4
STXV Strive 1000 Value ETF 2.5 18 -10 6.6 -0.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 -2 4.1 -2.6
AUSF Global X Adaptive U.S. Factor ETF 2.5 27 -19 7.8 +1.1
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -57 3.3 -3.4
ASLV Allspring Special Large Value ETF 2.5 35 -27 4.9 -1.8
STXD Strive 1000 Dividend Growth ETF 2.5 35 -27 4.2 -2.5
ROSC Hartford Multifactor Small Cap ETF 2.5 34 -26 6.7 -0.0
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 -27 4.1 -2.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.4 20 -12 3.7 -3.0
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 31 -23 1.8 -5.0
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 -1 4.0 -2.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 -7 4.1 -2.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.3 47 -39 5.0 -1.7
JEPI JPMorgan Equity Premium Income ETF 2.3 35 -27 5.1 -1.6
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -40 3.6 -3.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.3 5 3 7.2 +0.5
DHS WisdomTree U.S. High Dividend Fund 2.3 38 -30 7.8 +1.1
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 -32 5.6 -1.1
DSI iShares MSCI KLD 400 Social ETF 2.3 25 -17 4.0 -2.7
GSPY Gotham Enhanced 500 ETF 2.2 50 -42 4.2 -2.5
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -57 2.4 -4.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 -11 4.6 -2.1
IWP iShares Russell Mid-Cap Growth ETF 2.2 23 -15 2.9 -3.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.2 18 -10 5.0 -1.7
HGRO Hedgeye Quality Growth ETF 2.2 70 -62 3.4 -3.3
NULG Nuveen ESG Large-Cap Growth ETF 2.2 26 -18 2.8 -3.9
PRXV Praxis Impact Large Cap Value ETF 2.2 36 -28 5.3 -1.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.1 65 -57 3.8 -2.9
DSPY Tema S&P 500 Historical Weight ETF 2.1 18 -10 4.3 -2.4
AFLG First Trust Active Factor Large Cap ETF 2.1 55 -47 4.8 -1.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.1 9 -1 4.1 -2.6
USMF WisdomTree U.S. Multifactor Fund 2.1 28 -20 6.4 -0.3
ROE Astoria US Quality Kings ETF 2.1 49 -41 5.1 -1.6
FDLO Fidelity Low Volatility Factor ETF 2.1 15 -7 4.7 -2.0
MNZL Manzil Russell Halal USA Broad MarketETF 2.1 40 -32 3.8 -3.0
JVAL JPMorgan U.S. Value Factor ETF 2.1 12 -4 6.5 -0.3
VTV Vanguard Value ETF 2.1 4 4 5.6 -1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.1 32 -24 3.8 -2.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -42 7.8 +1.1
FLRG Fidelity U.S. Multifactor ETF 2.0 15 -7 5.7 -1.0
FEGE First Eagle Global Equity ETF 2.0 79 -71 5.8 -0.9
NULC Nuveen ESG Large-Cap ETF 2.0 21 -13 3.8 -2.9
EES WisdomTree U.S. SmallCap Fund 2.0 38 -30 7.3 +0.6
VTI Vanguard Total Stock Market ETF 2.0 3 5 4.0 -2.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.0 30 -22 3.6 -3.1
IWV iShares Russell 3000 ETF 2.0 20 -12 3.9 -2.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.0 12 -4 3.8 -2.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 -17 4.7 -2.0
VTHR Vanguard Russell 3000 ETF 2.0 7 1 4.0 -2.7
SUSA iShares MSCI USA ESG Select ETF 2.0 25 -17 3.9 -2.8
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -71 3.3 -3.4
FDRR Fidelity Dividend ETF for Rising Rates 2.0 15 -7 5.5 -1.3
FDMO Fidelity Momentum Factor ETF 2.0 15 -7 2.4 -4.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 5 4.0 -2.7
ROUS Hartford Multifactor US Equity ETF 2.0 19 -11 5.2 -1.5
KLMN Invesco MSCI North America Climate ETF 2.0 9 -1 4.2 -2.5
TOPC iShares S&P 500 3% Capped ETF 2.0 15 -7 4.2 -2.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.9 25 -17 4.0 -2.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 5 4.2 -2.5
SCHB Schwab U.S. Broad Market ETF 1.9 3 5 4.1 -2.6
SMDV ProShares Russell 2000 Dividend Growers ETF 1.9 40 -32 6.4 -0.3
DAK Dakota Active Equity ETF 1.9 43 -35 3.6 -3.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 -6 4.0 -2.7
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 -2 4.2 -2.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.9 60 -52 9.0 +2.3
JHML John Hancock Multifactor Large Cap ETF 1.9 29 -21 4.3 -2.4
PRF Invesco FTSE RAFI US 1000 ETF 1.9 34 -26 5.4 -1.3
IWB iShares Russell 1000 ETF 1.9 15 -7 4.0 -2.7
VONE Vanguard Russell 1000 ETF 1.8 7 1 4.1 -2.6
FVAL Fidelity Value Factor ETF 1.8 15 -7 5.7 -1.0
KNCT Invesco Next Gen Connectivity ETF 1.8 40 -32 2.9 -3.8
SCHK Schwab 1000 Index ETF 1.8 5 3 4.1 -2.6
XVV iShares ESG Screened S&P 500 ETF 1.8 8 0 4.0 -2.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.8 20 -12 4.2 -2.6
IYY iShares Dow Jones U.S. ETF 1.8 20 -12 4.0 -2.8
IWX iShares Russell Top 200 Value ETF 1.8 20 -12 4.7 -2.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.8 40 -32 2.8 -3.9
EVUS iShares ESG Aware MSCI USA Value ETF 1.8 18 -10 5.4 -1.4
QLC FlexShares US Quality Large Cap Index Fund 1.8 25 -17 4.4 -2.4
SCHX Schwab U.S. Large-Cap ETF 1.8 3 5 4.2 -2.6
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -31 6.0 -0.7
MBOX Freedom Day Dividend ETF 1.7 39 -31 6.4 -0.3
VLUE iShares MSCI USA Value Factor ETF 1.7 15 -7 6.1 -0.6
ICAP InfraCap Equity Income Fund ETF 1.7 171 -163 4.3 -2.4
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 -4 4.7 -2.0
FNDB Schwab Fundamental US Broad Market Index ETF 1.7 25 -17 5.9 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 9 -1 3.8 -2.9
AFSM First Trust Active Factor Small Cap ETF 1.7 75 -67 5.3 -1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 -3 4.0 -2.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 -12 3.9 -2.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -67 4.6 -2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.7 18 -10 3.0 -3.7
FQAL Fidelity Quality Factor ETF 1.7 15 -7 4.7 -2.0
TMDV ProShares Russell US Dividend Growers ETF 1.7 35 -27 5.9 -0.8
SPYM State Street SPDR Portfolio S&P 500 ETF 1.6 2 6 4.1 -2.6
SPY SPDR S&P 500 ETF 1.6 9 -1 4.0 -2.7
IVV iShares Core S&P 500 ETF 1.6 3 5 4.1 -2.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 -21 3.9 -2.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 -12 4.1 -2.6
FYC First Trust Small Cap Growth AlphaDEX Fund 1.6 71 -63 -0.6 -7.3
VOO Vanguard S&P 500 ETF 1.6 3 5 4.1 -2.6
PFM Invesco Dividend Achievers ETF 1.6 53 -45 4.5 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 -1 3.9 -2.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 0 4.3 -2.4
CHRI Global X S&P 500 Christian Values ETF 1.6 29 -21 3.8 -2.9
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -28 4.0 -2.7
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 -2 4.1 -2.6
STXG Strive 1000 Growth ETF 1.6 18 -10 3.2 -3.5
SIXS ETC 6 Meridian Small Cap Equity ETF 1.6 89 -81 7.3 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 1.6 29 -21 5.9 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 -2 4.1 -2.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 -4 3.2 -3.5
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 -21 3.7 -3.0
RAUS RACWI US ETF 1.5 15 -7 4.0 -2.7
ILCG iShares Morningstar Growth ETF 1.5 4 4 3.1 -3.6
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 -7 4.3 -2.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 1 4.3 -2.5
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 5 4.0 -2.7
DBSC Deepwater Beachfront Small Cap ETF 1.5 85 -77 1.2 -5.5
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.5 70 -62 3.8 -3.0
LOWV AB US Low Volatility Equity ETF 1.5 48 -40 4.2 -2.5
STOX Horizon Core Equity ETF 1.5 70 -62 3.4 -3.3
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 -7 2.3 -4.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.5 40 -32 3.4 -3.3
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -40 3.7 -3.0
FDWM Fidelity Women's Leadership ETF 1.5 59 -51 3.9 -2.8
PBUS Invesco MSCI USA ETF 1.5 4 4 4.1 -2.6
GXLC Global X U.S. 500 ETF 1.5 2 6 4.0 -2.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -67 3.1 -3.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.5 35 -27 4.6 -2.1
GOP Unusual Whales Subversive Republican Trading ETF 1.5 50 -42 4.1 -2.6
SFTY Horizon Managed Risk ETF 1.5 77 -69 3.4 -3.4
DGT State Street SPDR Global Dow ETF 1.5 50 -42 5.5 -1.2
MDLV Morgan Dempsey Large Cap Value ETF 1.5 58 -50 5.8 -1.0
ILCV iShares Morningstar Value ETF 1.4 4 4 5.1 -1.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.4 15 -7 4.9 -1.8
SFYF SoFi Social 50 ETF 1.4 29 -21 0.8 -5.9
CVAR Cultivar ETF 1.4 87 -79 6.7 +0.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 6 4.1 -2.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.4 35 -27 4.5 -2.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 8 12.2 +5.5
VV Vanguard Large-Cap ETF 1.4 4 4 4.0 -2.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.4 18 -10 3.8 -2.9
CGUS Capital Group Core Equity ETF 1.4 33 -25 3.4 -3.3
VOTE TCW Transform 500 ETF 1.4 5 3 4.0 -2.7
TMFS Motley Fool Small-Cap Growth ETF 1.4 85 -77 1.1 -5.6
BLCV iShares Large Cap Value Active ETF 1.4 53 -45 5.8 -0.9
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 -14 4.9 -1.8
FESM Fidelity Enhanced Small Cap ETF 1.4 28 -20 2.1 -4.6
DEMZ Democratic Large Cap Core ETF 1.4 45 -37 3.7 -3.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -31 6.7 +0.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -72 5.4 -1.3
MGK Vanguard Mega Cap Growth ETF 1.4 7 1 17.1 +10.4
SVAL iShares US Small Cap Value Factor ETF 1.4 20 -12 6.7 -0.0
ENHU iShares Enhanced Large Cap Core Active ETF 1.4 22 -14 4.0 -2.7
QVML Invesco S&P 500 QVM Multi-factor ETF 1.4 11 -3 4.2 -2.5
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 -7 4.0 -2.7
RECS Columbia Research Enhanced Core ETF 1.3 15 -7 5.2 -1.5
APUE ActivePassive U.S. Equity ETF 1.3 45 -37 3.8 -2.9
YOKE Yoke Core ETF 1.3 42 -34 3.6 -3.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 1 4.0 -2.7
SPGP Invesco S&P 500 GARP ETF 1.3 34 -26 5.4 -1.3
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 -2 4.8 -1.9
SFY SoFi Select 500 ETF 1.3 0 8 3.7 -3.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 -17 5.9 -0.8
RVRB Reverb ETF 1.3 30 -22 3.6 -3.1
XDAT Franklin Exponential Data ETF 1.3 50 -42 1.1 -5.6
ACVF American Conservative Values ETF 1.2 75 -67 3.6 -3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 -21 5.4 -1.3
GLRY Inspire Faithward Mid Cap Momentum ETF 1.2 80 -72 3.7 -3.0
TMFX Motley Fool Next Index ETF 1.2 50 -42 2.8 -4.0
VT Vanguard Total World Stock ETF 1.2 6 2 4.9 -1.8
TOK iShares MSCI Kokusai ETF 1.2 26 -18 4.2 -2.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.2 60 -52 4.5 -2.2
PDP Invesco Dorsey Wright Momentum ETF 1.2 62 -54 1.5 -5.2
GDIV Harbor Dividend Growth Leaders ETF 1.2 50 -42 3.9 -2.8
RWK Invesco S&P MidCap 400 Revenue ETF 1.2 39 -31 7.3 +0.6
RPV Invesco S&P 500 Pure Value ETF 1.2 35 -27 8.4 +1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -37 3.6 -3.1
IWO iShares Russell 2000 Growth ETF 1.2 24 -16 0.5 -6.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 -41 3.6 -3.2
SNPG Xtrackers S&P 500 Growth ESG ETF 1.2 15 -7 3.9 -2.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 -1 4.3 -2.4
PY Principal Value ETF 1.1 15 -7 6.8 +0.1
URTH iShares MSCI World ETF 1.1 24 -16 4.2 -2.5
JGLO JPMorgan Global Select Equity ETF 1.1 33 -25 4.1 -2.6
FFND Future Fund Active ETF 1.1 100 -92 4.2 -2.5
DIVE Dana Concentrated Dividend ETF 1.1 65 -57 6.5 -0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.1 9 -1 4.2 -2.5
PRAY FIS Christian Stock Fund 1.1 69 -61 3.9 -2.8
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.1 60 -52 0.7 -6.0
SDIV Global X Superdividend ETF 1.1 58 -50 13.6 +6.9
DTEC ALPS Disruptive Technologies ETF 1.0 50 -42 3.4 -3.3
CGDV Capital Group Dividend Value ETF 1.0 33 -25 3.6 -3.1
LRGF iShares U.S. Equity Factor ETF 1.0 8 0 4.5 -2.2
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 -17 5.2 -1.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 -22 13.1 +6.4
RCGE RockCreek Global Equality ETF 1.0 95 -87 5.7 -1.1
AIPO Defiance AI & Power Infrastructure ETF 1.0 69 -61 0.8 -5.9
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -52 3.1 -3.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 -12 4.6 -2.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.0 35 -27 10.5 +3.8
ACWI iShares MSCI ACWI ETF 1.0 32 -24 4.5 -2.2
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 -28 3.1 -3.6
WDIV SPDR S&P Global Dividend ETF 1.0 40 -32 8.8 +2.1
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 -2 0.6 -6.1
VUG Vanguard Growth ETF 1.0 4 4 20.3 +13.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 -22 3.9 -2.8
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 4 3.0 -3.7
ASCE Allspring SMID Core ETF 0.9 38 -30 2.8 -3.9
SPMO Invesco S&P 500 Momentum ETF 0.9 13 -5 2.9 -3.8
RPG Invesco S&P 500 Pure Growth ETF 0.9 35 -27 2.6 -4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 -1 4.7 -2.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -67 5.6 -1.1
OEI Optimized Equity Income ETF 0.9 75 -67 3.6 -3.1
IPO Renaissance IPO ETF 0.9 60 -52 1.6 -5.2
BGDV Bahl & Gaynor Dividend ETF 0.9 45 -37 3.8 -2.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.9 49 -41 7.6 +0.9
IWL iShares Russell Top 200 ETF 0.9 15 -7 3.8 -2.9
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 -10 4.2 -2.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 -22 3.7 -3.1
FDFF Fidelity Disruptive Finance ETF 0.8 50 -42 5.0 -1.7
MGC Vanguard Mega Cap ETF 0.8 7 1 3.8 -2.9
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -67 4.5 -2.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.8 38 -30 4.9 -1.9
OPTZ Optimize Strategy Index ETF 0.8 50 -42 3.3 -3.4
ZECP Zacks Earnings Consistent Portfolio ETF 0.8 55 -47 4.0 -2.7
MFMO Motley Fool Momentum Factor ETF 0.8 50 -42 2.0 -4.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -21 3.9 -2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -72 3.5 -3.2
EPS WisdomTree U.S. LargeCap Fund 0.7 8 0 4.6 -2.1
QWLD SPDR MSCI World StrategicFactors ETF 0.7 30 -22 5.0 -1.7
DVND Touchstone Dividend Select ETF 0.7 67 -59 5.1 -1.6
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -42 3.5 -3.2
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 -51 3.6 -3.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 -30 3.7 -3.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.7 4 4 3.0 -3.7
VOOG Vanguard S&P 500 Growth ETF 0.7 7 1 18.2 +11.5
IVW iShares S&P 500 Growth ETF 0.7 18 -10 2.9 -3.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.7 43 -35 4.6 -2.1
TMFC Motley Fool 100 Index ETF 0.7 50 -42 2.9 -3.8
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 -22 2.5 -4.2
MGV Vanguard Mega Cap Value ETF 0.7 7 1 5.2 -1.5
AIEQ AI Powered Equity ETF 0.6 75 -67 3.6 -3.1
SGLC SGI U.S. Large Cap Core ETF 0.6 85 -77 3.5 -3.2
WLDR Affinity World Leaders Equity ETF 0.6 67 -59 5.5 -1.2
CGGR Capital Group Growth ETF 0.6 39 -31 2.6 -4.1
RWL Invesco S&P 500 Revenue ETF 0.6 39 -31 5.5 -1.2
CSMD Congress SMid Growth ETF 0.6 69 -61 3.4 -3.3
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -41 4.8 -2.0
CSD Invesco S&P Spin-Off ETF 0.6 65 -57 3.5 -3.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.6 35 -27 6.5 -0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 -11 4.9 -1.8
FBCG Fidelity Blue Chip Growth ETF 0.6 59 -51 2.2 -4.5
MFVL Motley Fool Value Factor ETF 0.6 50 -42 5.4 -1.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.6 25 -17 10.2 +3.5
IWC iShares Micro-Cap ETF 0.5 60 -52 -1.3 -8.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -71 3.9 -2.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 -12 5.6 -1.1
GQQQ Astoria US Quality Growth Kings ETF 0.5 35 -27 3.2 -3.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 4 3.3 -3.4
WSGE Warren Street Global Equity ETF 0.5 80 -72 2.8 -3.9
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 -31 3.5 -3.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -52 5.9 -0.8
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 -7 5.3 -1.4
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 -10 3.0 -3.7
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -44 3.6 -3.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 -13 2.9 -3.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 -17 5.4 -1.3
IEDI iShares U.S. Consumer Focused ETF 0.4 18 -10 5.2 -1.5
MGMT Ballast Small/Mid Cap ETF 0.4 110 -102 7.1 +0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -34 3.9 -2.8
XMVM Invesco S&P MidCap Value with Momentum ETF 0.4 39 -31 6.9 +0.2
GQI Natixis Gateway Quality Income ETF 0.4 34 -26 4.5 -2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -57 4.6 -2.1
IUS Invesco RAFI Strategic US ETF 0.3 19 -11 5.3 -1.4
FBCV Fidelity Blue Chip Value ETF 0.3 59 -51 5.4 -1.3
VONG Vanguard Russell 1000 Growth ETF 0.3 7 1 3.7 -3.1
IWF iShares Russell 1000 Growth ETF 0.3 19 -11 14.7 +8.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 -27 2.8 -3.9
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 -34 3.4 -3.3
PKW Invesco Buyback Achievers ETF 0.2 62 -54 6.9 +0.2
GLOF iShares Global Equity Factor ETF 0.2 20 -12 5.4 -1.3
GEW Cambria Global EW ETF 0.2 29 -21 5.2 -1.5
USEW Cambria US EW ETF 0.2 30 -22 4.0 -2.7
FFF Founders 100 ETF 0.2 75 -67 2.4 -4.4
OEF iShares S&P 100 ETF 0.2 20 -12 3.7 -3.0
QGRO American Century U.S. Quality Growth ETF 0.2 29 -21 3.9 -2.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 -4 3.5 -3.2
CALF Pacer US Small Cap Cash Cows 100 ETF 0.1 59 -51 8.1 +1.4
SMCF Themes US Small Cap Cash Flow Champions ETF 0.1 29 -21 9.1 +2.4
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 -10 0.0 -6.7
VALQ American Century U.S. Quality Value ETF 0.1 29 -21 6.9 +0.2
SFGV Sequoia Global Value ETF 0.1 23 -15 6.9 +0.2
MVPA Miller Value Partners Appreciation ETF 0.1 60 -52 9.2 +2.5
FDLS Inspire Fidelis Multi Factor ETF 0.0 76 -68 3.0 -3.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.0 60 -52 -0.9 -7.6
IWY iShares Russell Top 200 Growth ETF 0.0 20 -12 3.7 -3.0
EBI Longview Advantage ETF 0.0 35 -27 5.7 -1.0

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
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 Core U.S. REIT ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.1 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.