Global X Lithium & Battery Tech ETF
ALTAR
Score™		 5.3% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 38.1x P/Sales
ratio		 2.6x
P/BV
ratio		 2.4x Div.
yield		 1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Global X Lithium & Battery Tech ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the price and yield performance of the Solactive Global Lithium Index.

FUND BASICS
Category Global Equities
Fund Sponsor Global X Management Co LLC
Website www.globalxfunds.com
Inception date Jul 22, 2010
Assets (mns) $1,704
Currency USD
Expense ratio 75 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Brown Brothers Harriman & Co
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 41
Wgt avg mkt cap (mns) $92,556
Large cap (>$10bn) 42.1%
Mid cap ($2-10bn) 50.2%
Small cap (<$2bn) 7.3%
Developed mkts 43.5%
Emerging mkts 56.5%

TOP TEN HOLDINGS
RIO TINTO PLC-SPON ADR 20.9 %
ALBEMARLE CORP 6.8 %
SAMSUNG SDI CO LTD 4.7 %
PANASONIC CORP 4.4 %
QUIMICA Y MINERA CHIL-SP ADR 3.9 %
PILBARA MINERALS LIMITED 3.9 %
JIANGXI GANFENG LITHIUM CO., LTD. 3.8 %
BEIJING SEVENSTAR ELECTRONICS CO., 3.8 %
CONTEMPORARY AMPEREX TECHNOLOGY CO 3.7 %
BYD CO LTD-H 3.0 %
Total 58.9 %

TOP COUNTRY EXPOSURE
CHINA 34.2 %
BRITAIN 20.1 %
UNITED STATES 12.9 %
SOUTH KOREA 10.6 %
AUSTRALIA 9.1 %
JAPAN 7.1 %
CHILE 4.2 %
CANADA 1.2 %
NETHERLANDS 0.4 %
FRANCE 0.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
16.3% 85.7% 5.2% 16.5% 6.9%

Market Correlations
versus... Beta R-squared
S&P500 0.95 31%
MSCI EAFE 1.15 32%
MSCI Emg. Mkts. 1.32 51%

Technical Indicators
Recent close $73.12
30d moving avg. $72.08
Annualized volatility 32.2%
Short interest (ETF) 3.4%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 233
Turnover 1.0%
Bid/Ask (% of price) 0.19%
ADV underlying (mns) $38,778

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 640 potential alternatives to the Global X Lithium & Battery Tech ETF ETF based on the alternatives' overlap in portfolio holdings with LIT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: LIT Expense: 75 bp ALTAR Score™: 5.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH LIT
Ticker Fund
Name		 Overlap1
vs LIT
(%)		 Expense
ratio
(bp)		 Savings
vs LIT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs LIT
(%)
LIMI Themes Lithium & Battery Metal Miners ETF 30.1 35 40 2.9 -2.4
EV Mast Global Battery Recycling & Production ETF 29.6 65 10 6.2 +0.9
BATT Amplify Lithium & Battery Technology ETF 27.2 59 16 2.0 -3.4
IDRV iShares Self-driving EV & Tech ETF 23.5 47 28 1.3 -4.0
ION ProShares S&P Global Core Battery Metals ETF 22.8 58 17 5.5 +0.1
ILIT iShares Lithium Miners and Producers ETF 22.4 47 28 3.5 -1.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 20.4 45 30 -0.9 -6.3
LITP Sprott Lithium Miners ETF 17.6 65 10 0.9 -4.5
REMX VanEck Rare Earth/Strategic Metals ETF 16.5 54 21 2.7 -2.7
DRIV Global X Autonomous & Electric Vehicles ETF 14.7 68 7 3.8 -1.6
SMOG VanEck Low Carbon Energy ETF 13.3 61 14 1.3 -4.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 12.0 58 17 -2.1 -7.4
SETM Sprott Energy Transition Materials ETF 11.7 65 10 1.6 -3.7
SLX VanEck Steel ETF 11.0 56 19 11.6 +6.3
IBAT iShares Energy Storage & Materials ETF 10.1 47 28 2.0 -3.4
CLNR IQ Cleaner Transport ETF 9.9 45 30 3.9 -1.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 9.5 39 36 1.2 -4.2
ACES ALPS Clean Energy ETF 9.3 55 20 -2.7 -8.1
CARZ First Trust NASDAQ Global Auto Index Fund 8.5 70 5 3.1 -2.2
ERTH Invesco MSCI Sustainable Future ETF 8.3 62 13 3.1 -2.2
CGRO CoreValues Alpha Greater China Growth ETF 7.6 75 0 4.7 -0.6
MOTO SmartETFs Smart Transportation & Technology ETF 7.4 68 7 6.1 +0.7
KGRN KraneShares MSCI China Clean Technology Index ETF 6.7 79 -4 3.0 -2.4
MINV Matthews Asia Innovators Active ETF 6.3 79 -4 6.7 +1.4
CXSE WisdomTree China ex-State-Owned Enterprises Fund 6.1 32 43 13.8 +8.5
GMET VanEck Green Metals ETF 6.0 63 12 5.7 +0.4
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 5.7 55 20 6.9 +1.6
JCHI JPMorgan Active China ETF 5.7 65 10 15.6 +10.2
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 5.6 65 10 6.6 +1.2
MCH Matthews China Active ETF 5.5 79 -4 15.6 +10.2
PBW Invesco WilderHill Clean Energy ETF 5.1 66 9 -3.2 -8.6
CTEC Global X CleanTech ETF 4.7 50 25 -0.0 -5.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.6 40 35 5.5 +0.2
JIVE JPMorgan International Value ETF 4.4 55 20 8.7 +3.4
XT iShares Exponential Technologies ETF 4.4 46 29 4.4 -0.9
RXI iShares Global Consumer Discretionary ETF 4.3 41 34 8.3 +3.0
PBD Invesco Global Clean Energy ETF 4.2 75 0 0.3 -5.0
TCHI iShares MSCI China Multisector Tech ETF 4.1 59 16 15.3 +10.0
OCEN IQ Clean Oceans ETF 4.1 45 30 4.5 -0.8
ICOP iShares Copper and Metals Mining ETF 3.6 47 28 5.8 +0.5
SAMM Strategas Macro Momentum ETF 3.5 66 9 3.7 -1.6
FBOT Fidelity Disruptive Automation ETF 3.5 50 25 3.3 -2.1
YNOT Horizon Digital Frontier ETF 3.5 75 0 3.0 -2.4
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 3.4 75 0 2.3 -3.1
IQM Franklin Intelligent Machines ETF 3.3 50 25 1.4 -4.0
CVAR Cultivar ETF 3.3 87 -12 7.1 +1.8
FMTM MarketDesk Focused U.S. Momentum ETF 3.2 45 30 5.2 -0.2
CGGR Capital Group Growth ETF 3.2 39 36 2.8 -2.6
SFYF SoFi Social 50 ETF 3.2 29 46 0.9 -4.4
SPHB Invesco S&P 500 High Beta ETF 3.2 25 50 4.3 -1.0
KTEC KraneShares Hang Seng TECH Index ETF 3.0 69 6 20.2 +14.9
CHIQ Global X MSCI China Consumer Discretionary ETF 3.0 65 10 12.2 +6.9
FXI iShares China Large-Cap ETF 3.0 74 1 20.3 +15.0
MNZL Manzil Russell Halal USA Broad MarketETF 2.9 40 35 4.3 -1.1
DSI iShares MSCI KLD 400 Social ETF 2.9 25 50 4.6 -0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.9 45 30 4.0 -1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.9 75 0 3.5 -1.8
SPXT ProShares S&P 500 Ex-Technology ETF 2.9 9 66 5.0 -0.3
ONEQ Fidelity Nasdaq Composite Index ETF 2.9 21 54 3.3 -2.1
QQQ Invesco QQQ Trust Series I 2.9 20 55 3.7 -1.7
QQQM Invesco NASDAQ 100 ETF 2.9 15 60 3.7 -1.6
XLG Invesco S&P 500 Top 50 ETF 2.9 20 55 3.9 -1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.9 75 0 2.3 -3.0
FDG American Century Focused Dynamic Growth ETF 2.9 45 30 1.9 -3.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.9 8 67 4.6 -0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.9 9 66 4.7 -0.6
IVES Wedbush ETFMG Global Cloud Technology ETF 2.9 68 7 4.6 -0.8
LRGE ClearBridge Large Cap Growth ESG ETF 2.9 59 16 2.9 -2.4
NETZ TCW Transform Systems ETF 2.9 75 0 1.5 -3.8
USMC Principal U.S. Mega-Cap ETF 2.9 12 63 3.9 -1.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.9 10 65 4.6 -0.7
QGRW WisdomTree U.S. Quality Growth Fund 2.9 28 47 3.2 -2.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.9 7 68 4.7 -0.6
JGRO JPMorgan Active Growth ETF 2.9 44 31 2.6 -2.7
TXS Texas Capital Texas Equity Index ETF 2.9 49 26 5.2 -0.1
FELG Fidelity Enhanced Large Cap Growth ETF 2.9 18 57 3.6 -1.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.9 12 63 3.7 -1.6
FFOG Franklin Focused Growth ETF 2.9 61 14 1.8 -3.5
ARKK ARK Innovation ETF 2.9 75 0 -3.2 -8.5
ARKQ ARK Autonomous Technology & Robotics ETF 2.9 75 0 1.1 -4.3
ARKW ARK Next Generation Internet ETF 2.9 87 -12 0.8 -4.5
FTXR First Trust Nasdaq Transportation ETF 2.9 60 15 7.5 +2.2
RND First Trust Bloomberg R&D Leaders ETF 2.9 60 15 2.8 -2.6
TRUD VanEck Consumer Disc TruSector ETF 2.9 14 61 3.1 -2.3
GXPD Global X PureCap MSCI Consumer Discretionary ETF 2.9 25 50 3.7 -1.6
SCHG Schwab U.S. Large-Cap Growth ETF 2.9 4 71 3.6 -1.7
EGUS iShares ESG Aware MSCI USA Growth ETF 2.9 18 57 3.4 -2.0
IWF iShares Russell 1000 Growth ETF 2.9 19 56 3.7 -1.6
IWY iShares Russell Top 200 Growth ETF 2.9 20 55 3.9 -1.5
IYC iShares U.S. Consumer Discretionary ETF 2.9 40 35 3.6 -1.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 65 4.0 -1.3
QTOP iShares Nasdaq Top 30 Stocks ETF 2.9 20 55 3.2 -2.1
SUSL iShares ESG MSCI USA Leaders ETF 2.9 10 65 4.6 -0.7
TEXN iShares Texas Equity ETF 2.9 20 55 5.3 -0.0
TOPT iShares Top 20 U.S. Stocks ETF 2.9 20 55 3.5 -1.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.9 8 67 4.7 -0.6
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.9 10 65 4.1 -1.3
XLY Consumer Discretionary Select Sector SPDR 2.9 8 67 4.6 -0.7
TIME Clockwise Core Equity & Innovation ETF 2.9 95 -20 2.4 -3.0
HLAL Wahed FTSE USA Shariah ETF 2.9 50 25 4.1 -1.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.9 49 26 4.3 -1.1
TMFC Motley Fool 100 Index ETF 2.9 50 25 3.3 -2.0
YALL God Bless America ETF 2.9 65 10 4.3 -1.0
BOTT Themes Robotics & Automation ETF 2.9 35 40 -4.5 -9.8
BCOR Grayscale Bitcoin Adopters ETF 2.9 59 16 2.1 -3.3
PRXG Praxis Impact Large Cap Growth ETF 2.9 36 39 3.5 -1.9
AGIQ Sofi Agentic AI ETF 2.9 69 6 7.9 +2.5
HUMN Roundhill Humanoid Robotics ETF 2.9 75 0 1.5 -3.8
MFMO Motley Fool Momentum Factor ETF 2.9 50 25 2.4 -3.0
MGK Vanguard Mega Cap Growth ETF 2.9 7 68 3.7 -1.6
VCR Vanguard Consumer Discretionary ETF 2.9 9 66 4.6 -0.7
VONG Vanguard Russell 1000 Growth ETF 2.9 7 68 3.9 -1.5
VUG Vanguard Growth ETF 2.9 4 71 3.7 -1.6
AIQ Global X Artificial Intelligence & Technology ETF 2.9 68 7 3.6 -1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.8 32 43 4.3 -1.0
AGIX KraneShares Artificial Intelligence and Technology ETF 2.8 99 -24 1.6 -3.7
BUZZ VanEck Social Sentiment ETF 2.8 75 0 -0.7 -6.0
OEF iShares S&P 100 ETF 2.7 20 55 4.2 -1.1
QQMG Invesco ESG NASDAQ 100 ETF 2.7 20 55 3.7 -1.7
GQQQ Astoria US Quality Growth Kings ETF 2.7 35 40 3.8 -1.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.6 60 15 0.8 -4.6
STXG Strive 1000 Growth ETF 2.6 18 57 3.6 -1.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.6 9 66 4.4 -1.0
XNTK State Street SPDR NYSE Technology ETF 2.6 35 40 3.3 -2.1
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.5 40 35 5.8 +0.5
XLB Materials Select Sector SPDR 2.4 8 67 5.5 +0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 9 66 4.3 -1.0
JPEF JPMorgan Equity Focus ETF 2.4 50 25 4.1 -1.3
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 0 2.4 -2.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.4 58 17 3.8 -1.5
FDMO Fidelity Momentum Factor ETF 2.4 15 60 2.7 -2.6
TOPC iShares S&P 500 3% Capped ETF 2.4 15 60 4.7 -0.6
MGC Vanguard Mega Cap ETF 2.4 7 68 4.3 -1.1
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.4 60 15 6.5 +1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.4 30 45 4.1 -1.2
EWY iShares MSCI South Korea ETF 2.4 58 17 4.6 -0.7
VOOG Vanguard S&P 500 Growth ETF 2.3 7 68 3.4 -1.9
IVW iShares S&P 500 Growth ETF 2.3 18 57 3.3 -2.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.3 4 71 3.4 -1.9
SRHQ SRH U.S. Quality ETF 2.3 35 40 6.6 +1.3
IWL iShares Russell Top 200 ETF 2.3 15 60 4.2 -1.1
FLKR Franklin FTSE South Korea ETF 2.3 9 66 5.8 +0.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 65 4.7 -0.6
BAI iShares AI Innovation and Tech Active ETF 2.3 55 20 1.4 -4.0
FLCH Franklin FTSE China ETF 2.3 19 56 17.2 +11.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 68 4.5 -0.9
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 66 4.4 -0.9
SMOT VanEck Morningstar SMID Moat ETF 2.2 49 26 6.8 +1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.2 35 40 5.5 +0.1
ILCG iShares Morningstar Growth ETF 2.2 4 71 3.4 -1.9
FVAL Fidelity Value Factor ETF 2.2 15 60 6.4 +1.1
XVV iShares ESG Screened S&P 500 ETF 2.2 8 67 4.5 -0.8
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 66 4.6 -0.7
IUSG iShares Core S&P U.S. Growth ETF 2.2 4 71 3.5 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 75 4.5 -0.8
MDLV Morgan Dempsey Large Cap Value ETF 2.2 58 17 5.9 +0.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.2 15 60 4.6 -0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 61 4.5 -0.8
IYM iShares U.S. Basic Materials ETF 2.2 40 35 4.5 -0.8
NBDS Neuberger Berman Disrupters ETF 2.2 55 20 1.0 -4.4
ETEC iShares Breakthrough Environmental Solutions ETF 2.1 47 28 3.0 -2.3
OTGL OTG Latin America ETF 2.1 269 -194 7.3 +2.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 73 4.5 -0.8
PBUS Invesco MSCI USA ETF 2.1 4 71 4.6 -0.8
AOTG AOT Growth and Innovation ETF 2.1 75 0 1.6 -3.7
VOTE TCW Transform 500 ETF 2.1 5 70 4.5 -0.9
FTAG First Trust Indxx Global Agriculture ETF 2.1 70 5 6.9 +1.6
EMC Global X Emerging Markets Great Consumer ETF 2.1 75 0 8.1 +2.7
BOTZ Global X Robotics & Artificial Intelligence ETF 2.1 69 6 2.1 -3.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 64 4.5 -0.8
DFUS Dimensional U.S. Equity ETF 2.1 9 66 4.4 -0.9
MEM Matthews Emerging Markets Equity Active ETF 2.1 79 -4 9.6 +4.2
KLMN Invesco MSCI North America Climate ETF 2.0 9 66 4.7 -0.7
NUEM Nuveen ESG Emerging Markets Equity ETF 2.0 36 39 6.6 +1.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.0 20 55 4.4 -1.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.0 60 15 4.1 -1.2
RAUS RACWI US ETF 2.0 15 60 4.5 -0.8
RVRB Reverb ETF 2.0 30 45 4.3 -1.0
BGRO iShares Large Cap Growth Active ETF 2.0 55 20 2.2 -3.1
CHRI Global X S&P 500 Christian Values ETF 2.0 29 46 4.3 -1.0
STRV Strive 500 ETF 2.0 5 70 4.5 -0.9
VV Vanguard Large-Cap ETF 2.0 4 71 4.5 -0.9
CATH Global X S&P 500 Catholic Values Custom ETF 2.0 29 46 4.4 -1.0
GXLC Global X U.S. 500 ETF 2.0 2 73 4.4 -0.9
VUSG Vanguard Wellington U.S. Growth Active ETF 2.0 35 40 2.7 -2.6
INRO iShares U.S. Industry Rotation Active ETF 2.0 42 33 3.9 -1.4
VOO Vanguard S&P 500 ETF 2.0 3 72 4.6 -0.8
SPYM State Street SPDR Portfolio S&P 500 ETF 2.0 2 73 4.6 -0.7
IVV iShares Core S&P 500 ETF 2.0 3 72 4.6 -0.7
SPY SPDR S&P 500 ETF 2.0 9 66 4.5 -0.8
AIEQ AI Powered Equity ETF 1.9 75 0 4.1 -1.3
JADE JPMorgan Active Developing Markets Equity ETF 1.9 65 10 6.7 +1.4
PICK iShares MSCI Global Metals & Mining Producers ETF 1.9 39 36 8.5 +3.2
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 1.9 65 10 4.8 -0.5
THRO iShares U.S. Thematic Rotation Active ETF 1.9 90 -15 3.5 -1.8
USRD Themes US R&D Champions ETF 1.9 29 46 4.5 -0.9
ADME Aptus Drawdown Managed Equity ETF 1.9 79 -4 3.7 -1.7
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 60 4.5 -0.8
ILCB iShares Morningstar U.S. Equity ETF 1.9 3 72 4.5 -0.9
OEI Optimized Equity Income ETF 1.9 75 0 3.6 -1.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 36 1.2 -4.1
FXZ First Trust Materials AlphaDEX Fund 1.9 61 14 7.0 +1.7
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.9 45 30 0.0 -5.3
SPMV Invesco S&P 500 Minimum Variance ETF 1.9 10 65 5.1 -0.2
SCHX Schwab U.S. Large-Cap ETF 1.9 3 72 4.6 -0.7
ZSB USCF Sustainable Battery Metals Strategy Fund 1.9 61 14 6.7 +1.3
VONE Vanguard Russell 1000 ETF 1.8 7 68 4.6 -0.7
IWB iShares Russell 1000 ETF 1.8 15 60 4.5 -0.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 72 4.7 -0.6
SUSA iShares MSCI USA ESG Select ETF 1.8 25 50 4.4 -1.0
IYY iShares Dow Jones U.S. ETF 1.8 20 55 4.4 -0.9
SCHK Schwab 1000 Index ETF 1.8 5 70 4.6 -0.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.8 65 10 8.0 +2.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 63 4.8 -0.6
VTI Vanguard Total Stock Market ETF 1.8 3 72 4.5 -0.8
DFAU Dimensional US Core Equity Market ETF 1.8 12 63 4.7 -0.7
IWV iShares Russell 3000 ETF 1.8 20 55 4.4 -1.0
APUE ActivePassive U.S. Equity ETF 1.8 45 30 4.3 -1.0
VTHR Vanguard Russell 3000 ETF 1.8 7 68 4.5 -0.8
SCHB Schwab U.S. Broad Market ETF 1.8 3 72 4.6 -0.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 72 4.5 -0.8
FBCG Fidelity Blue Chip Growth ETF 1.8 59 16 2.5 -2.8
ILF iShares Latin America 40 ETF 1.7 48 27 9.1 +3.7
MCHI iShares MSCI China ETF 1.7 59 16 19.4 +14.0
HAP VanEck Natural Resources ETF 1.7 50 25 6.5 +1.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 50 4.5 -0.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.7 32 43 8.3 +3.0
ENHU iShares Enhanced Large Cap Core Active ETF 1.7 22 53 4.5 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 1.7 18 57 4.8 -0.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.7 30 45 4.4 -0.9
PATN Pacer Nasdaq International Patent Leaders ETF 1.7 65 10 5.0 -0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 57 4.3 -1.1
BRIF FIS Bright Portfolios Focused Equity ETF 1.6 65 10 3.9 -1.4
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 1.6 58 17 5.6 +0.2
VOOV Vanguard S&P 500 Value ETF 1.6 7 68 5.9 +0.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.6 75 0 2.5 -2.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 66 4.7 -0.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.6 4 71 5.9 +0.6
IVE iShares S&P 500 Value ETF 1.6 18 57 5.8 +0.5
ACVF American Conservative Values ETF 1.6 75 0 4.0 -1.3
ILCV iShares Morningstar Value ETF 1.6 4 71 5.6 +0.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.6 60 15 5.1 -0.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.6 12 63 3.9 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 60 4.9 -0.4
EWJV iShares MSCI Japan Value ETF 1.6 15 60 7.1 +1.8
HDUS Hartford Disciplined US Equity ETF 1.5 19 56 5.1 -0.2
IUSV iShares Core S&P US Value ETF 1.5 4 71 6.1 +0.7
GGRW Gabelli Growth Innovators ETF 1.5 90 -15 2.2 -3.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.5 25 50 5.3 -0.0
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 65 5.4 +0.0
NUDM Nuveen ESG International Developed Markets Equity ETF 1.5 31 44 5.8 +0.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.5 60 15 4.1 -1.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.5 79 -4 4.2 -1.2
EEMO Invesco S&P Emerging Markets Momentum ETF 1.5 29 46 8.2 +2.9
TOK iShares MSCI Kokusai ETF 1.4 26 49 4.6 -0.7
URTH iShares MSCI World ETF 1.4 24 51 4.7 -0.7
GQI Natixis Gateway Quality Income ETF 1.4 34 41 4.7 -0.7
DSPY Tema S&P 500 Historical Weight ETF 1.4 18 57 4.8 -0.6
GSPY Gotham Enhanced 500 ETF 1.4 50 25 4.8 -0.5
JPXN iShares JPX-Nikkei 400 ETF 1.4 48 27 5.7 +0.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 1.4 33 42 7.5 +2.2
DTAN Sparkline International Intangible Value ETF 1.4 55 20 7.4 +2.1
EWJ iShares MSCI Japan ETF 1.4 50 25 5.2 -0.1
LDEM iShares ESG MSCI EM Leaders ETF 1.4 17 58 12.8 +7.4
ACWI iShares MSCI ACWI ETF 1.4 32 43 5.1 -0.3
AVUQ Avantis U.S. Quality ETF 1.4 15 60 3.9 -1.4
ABLD Abacus FCF Real Assets Leaders ETF 1.3 69 6 6.3 +1.0
DEHP Dimensional Emerging Markets High Profitability ETF 1.3 41 34 5.5 +0.2
LRGF iShares U.S. Equity Factor ETF 1.3 8 67 5.0 -0.3
NIKL Sprott Nickel Miners ETF 1.3 75 0 7.5 +2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 66 4.7 -0.7
VT Vanguard Total World Stock ETF 1.3 6 69 5.4 +0.1
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 21 9.9 +4.6
GXC SPDR S & P China ETF 1.3 59 16 18.1 +12.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 55 5.1 -0.2
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.3 45 30 -1.6 -6.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.2 60 15 6.0 +0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 66 5.2 -0.1
VAW Vanguard Materials ETF 1.2 9 66 5.0 -0.3
FLAU Franklin FTSE Australia ETF 1.2 9 66 5.9 +0.6
DBJP Xtrackers MSCI Japan Hedged Equity ETF 1.2 47 28 5.0 -0.4
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 50 4.9 -0.4
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 50 5.8 +0.5
FMAT Fidelity MSCI Materials Index ETF 1.2 8 67 5.0 -0.3
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 45 3.1 -2.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 14 1.5 -3.9
BBJP JPMorgan BetaBuilders Japan ETF 1.2 19 56 5.6 +0.3
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.2 25 50 5.7 +0.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.1 20 55 9.3 +4.0
GURU Global X Guru Index ETF 1.1 75 0 2.6 -2.7
VPL Vanguard FTSE Pacific ETF 1.1 7 68 5.8 +0.4
GINN Goldman Sachs Innovate Equity ETF 1.1 52 23 4.1 -1.2
DFSU Dimensional US Sustainability Core 1 ETF 1.1 18 57 5.0 -0.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 1.1 15 60 9.8 +4.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.1 60 15 5.0 -0.3
AIA iShares Asia 50 ETF 1.1 50 25 9.5 +4.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.1 42 33 4.3 -1.1
ROBO ROBO Global Robotics & Automation Index ETF 1.1 95 -20 2.9 -2.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.1 15 60 6.5 +1.2
JIG JPMorgan International Growth ETF 1.1 55 20 3.9 -1.5
FLAX Franklin FTSE Asia Ex Japan ETF 1.1 19 56 8.1 +2.7
SFY SoFi Select 500 ETF 1.1 0 75 4.2 -1.2
GOP Unusual Whales Subversive Republican Trading ETF 1.1 50 25 4.7 -0.6
FLJP Franklin FTSE Japan ETF 1.0 9 66 5.7 +0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 19 7.4 +2.1
KRMA Global X Conscious Companies ETF 1.0 43 32 5.7 +0.3
IPAC iShares Core MSCI Pacific ETF 1.0 9 66 5.7 +0.4
MODL VictoryShares WestEnd U.S. Sector ETF 1.0 42 33 4.4 -0.9
PY Principal Value ETF 1.0 15 60 7.2 +1.9
FLJH Franklin FTSE Japan Hedged ETF 1.0 9 66 5.4 +0.1
MXI iShares Global Materials ETF 1.0 41 34 6.0 +0.6
DXJ WisdomTree Japan Hedged Equity Fund 1.0 48 27 5.5 +0.2
ESGE iShares ESG Aware MSCI EM ETF 1.0 25 50 9.2 +3.9
FENI Fidelity Enhanced International ETF 1.0 28 47 6.0 +0.7
PPIE Putnam PanAgora ESG International Equity ETF 1.0 49 26 6.7 +1.3
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 40 3.0 -2.4
BKF iShares MSCI BIC ETF 1.0 69 6 14.1 +8.7
VAMO Cambria Value & Momentum ETF 1.0 61 14 5.1 -0.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 25 4.0 -1.4
ECON Columbia Emerging Markets Consumer ETF 1.0 49 26 7.7 +2.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 14 -0.7 -6.1
AIPO Defiance AI & Power Infrastructure ETF 1.0 69 6 1.0 -4.3
EEMA iShares MSCI Emerging Markets Asia ETF 1.0 49 26 8.7 +3.3
AVUS Avantis U.S. Equity ETF 1.0 15 60 5.1 -0.2
TAX Cambria Tax Aware ETF 0.9 49 26 4.5 -0.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 40 3.9 -1.4
JHML John Hancock Multifactor Large Cap ETF 0.9 29 46 4.8 -0.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.9 66 9 8.0 +2.7
JHEM John Hancock Multifactor Emerging Markets ETF 0.9 49 26 8.3 +3.0
RFFC ALPS Active Equity Opportunity ETF 0.9 48 27 3.9 -1.4
DFAE Dimensional Emerging Core Equity Market ETF 0.9 35 40 7.7 +2.4
IVLU iShares MSCI Intl Value Factor ETF 0.9 30 45 8.3 +3.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.9 11 64 8.8 +3.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.9 36 39 8.5 +3.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.8 49 26 4.7 -0.6
POW VistaShares Electrification Supercycle ETF 0.8 75 0 2.5 -2.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.8 70 5 7.9 +2.6
SCZ iShares MSCI EAFE Small-Cap ETF 0.8 40 35 6.4 +1.0
CGIE Capital Group International Equity ETF 0.8 54 21 4.8 -0.6
EPS WisdomTree U.S. LargeCap Fund 0.8 8 67 5.2 -0.2
CGUS Capital Group Core Equity ETF 0.8 33 42 3.9 -1.4
ROE Astoria US Quality Kings ETF 0.8 49 26 5.9 +0.5
AVIV Avantis International Large Cap Value ETF 0.8 25 50 7.1 +1.7
GINX SGI Enhanced Global Income ETF 0.8 98 -23 7.0 +1.6
BUL Pacer US Cash Cows Growth ETF 0.8 60 15 3.5 -1.8
POWR iShares U.S. Power Infrastructure ETF 0.8 40 35 4.0 -1.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.8 30 45 9.0 +3.6
FJP First Trust Japan AlphaDEX Fund 0.8 80 -5 7.5 +2.2
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.8 15 60 8.9 +3.5
EEM iShares MSCI Emerging Markets ETF 0.7 69 6 8.8 +3.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 60 5.4 +0.1
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 4.4 -1.0
FESM Fidelity Enhanced Small Cap ETF 0.7 28 47 2.6 -2.8
DCOR Dimensional US Core Equity 1 ETF 0.7 14 61 4.9 -0.4
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 10 7.5 +2.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.7 12 63 6.6 +1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 46 4.3 -1.1
GLOF iShares Global Equity Factor ETF 0.7 20 55 6.0 +0.7
JGLO JPMorgan Global Select Equity ETF 0.7 33 42 4.5 -0.8
FPWR First Trust EIP Power Solutions ETF 0.7 96 -21 4.3 -1.1
BLES Inspire Global Hope ETF 0.7 61 14 6.1 +0.7
FIVA Fidelity International Value Factor ETF 0.7 18 57 7.7 +2.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 45 4.1 -1.2
DGT State Street SPDR Global Dow ETF 0.7 50 25 6.0 +0.7
VWO Vanguard FTSE Emerging Markets ETF 0.7 7 68 9.7 +4.4
CCNR ALPS CoreCommodity Natural Resources ETF 0.7 39 36 8.0 +2.6
VSGX Vanguard ESG International Stock ETF 0.7 10 65 7.1 +1.8
AVDE Avantis International Equity ETF 0.7 23 52 6.4 +1.0
LST Leuthold Select Industries ETF 0.7 91 -16 5.3 -0.0
IEMG iShares Core MSCI Emerging Markets ETF 0.7 9 66 9.0 +3.7
AFSM First Trust Active Factor Small Cap ETF 0.7 75 0 6.4 +1.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.7 65 10 5.0 -0.3
RWL Invesco S&P 500 Revenue ETF 0.7 39 36 6.2 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 55 6.0 +0.7
TRFM AAM Transformers ETF 0.6 49 26 1.2 -4.1
SVAL iShares US Small Cap Value Factor ETF 0.6 20 55 7.9 +2.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.6 38 37 7.7 +2.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.6 25 50 7.8 +2.5
VIGI Vanguard International Dividend Appreciation ETF 0.6 10 65 6.2 +0.9
MAGA Point Bridge America First ETF 0.6 72 3 5.2 -0.1
ZAP Global X U.S. Electrification ETF 0.6 50 25 3.5 -1.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.6 41 34 7.5 +2.2
WWJD Inspire International ETF 0.6 80 -5 6.5 +1.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.6 14 61 5.6 +0.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -5 7.1 +1.8
UMMA Wahed Dow Jones Islamic World ETF 0.6 65 10 4.1 -1.2
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 50 6.1 +0.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.6 49 26 9.5 +4.1
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 37 8.4 +3.0
AVDS Avantis International Small Cap Equity ETF 0.6 30 45 6.2 +0.9
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 13 1.7 -3.7
JAVA JPMorgan Active Value ETF 0.5 44 31 5.8 +0.5
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.5 88 -13 8.8 +3.5
WSML iShares MSCI World Small-Cap ETF 0.5 15 60 5.7 +0.4
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 59 7.6 +2.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 4 71 7.1 +1.8
IUS Invesco RAFI Strategic US ETF 0.5 19 56 6.1 +0.7
IQDG WisdomTree International Quality Dividend Growth Fund 0.5 42 33 5.9 +0.6
STXM Strive Mid-Cap ETF 0.5 18 57 5.7 +0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.5 20 55 6.0 +0.6
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.5 24 51 6.2 +0.8
STOX Horizon Core Equity ETF 0.5 70 5 3.9 -1.4
VXUS Vanguard Total International Stock ETF 0.5 5 70 7.0 +1.7
IQSI IQ Candriam International Equity ETF 0.5 15 60 5.8 +0.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 45 6.7 +1.4
SFTY Horizon Managed Risk ETF 0.5 77 -2 3.8 -1.5
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 45 6.8 +1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 68 5.7 +0.4
RSP Invesco S&P 500 Equal Weight ETF 0.5 20 55 6.2 +0.9
SCHE Schwab Emerging Markets Equity ETF 0.5 11 64 10.0 +4.7
CCSO Carbon Collective Climate Solutions US Equity ETF 0.5 35 40 1.0 -4.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 40 6.8 +1.4
BIBL Inspire 100 ETF 0.5 35 40 4.6 -0.7
PSC Principal U.S. Small-Cap ETF 0.5 38 37 4.0 -1.3
CBSE Clough Select Equity ETF 0.5 85 -10 0.5 -4.8
IVSI Applied Finance IVS International LrgETF 0.5 65 10 6.3 +0.9
PRF Invesco FTSE RAFI US 1000 ETF 0.5 34 41 6.1 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 71 5.9 +0.6
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 69 2.9 -2.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 30 7.1 +1.8
IXUS iShares Core MSCI Total International Stock ETF 0.4 7 68 6.9 +1.6
ISCB iShares Morningstar Small-Cap ETF 0.4 4 71 5.7 +0.4
APIE ActivePassive International Equity ETF 0.4 45 30 6.7 +1.4
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 69 8.2 +2.9
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.4 45 30 9.8 +4.4
WRND IQ Global Equity R&D Leaders ETF 0.4 18 57 4.4 -0.9
GWX SPDR S&P International Small Cap ETF 0.4 40 35 6.1 +0.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 55 0.9 -4.4
DFIV Dimensional International Value ETF 0.4 27 48 7.9 +2.6
UIVM VictoryShares International Value Momentum ETF 0.4 35 40 8.4 +3.1
EBI Longview Advantage ETF 0.4 35 40 6.3 +1.0
SSPY Syntax Stratified LargeCap ETF 0.4 30 45 6.3 +1.0
AVEM Avantis Emerging Markets Equity ETF 0.4 33 42 7.8 +2.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.4 18 57 6.7 +1.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 41 6.7 +1.4
SDY State Street SPDR S&P Dividend ETF 0.4 35 40 6.2 +0.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.4 17 58 5.0 -0.3
VEA Vanguard FTSE Developed Markets ETF 0.4 3 72 6.3 +0.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.4 12 63 3.6 -1.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 50 5.9 +0.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 34 6.4 +1.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 72 6.2 +0.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.4 58 17 5.5 +0.2
EWN iShares MSCI Netherlands ETF 0.4 50 25 5.1 -0.3
SPEM SPDR Portfolio Emerging Markets ETF 0.4 7 68 10.0 +4.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 26 6.2 +0.9
SMOX Horizon Small/Mid Cap Core Equity ETF 0.4 75 0 5.6 +0.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 40 5.9 +0.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 40 6.5 +1.1
SCHF Schwab International Equity ETF 0.4 6 69 6.3 +1.0
IWN iShares Russell 2000 Value ETF 0.4 24 51 5.2 -0.2
VTWV Vanguard Russell 2000 Value ETF 0.4 10 65 5.3 0.0
FVD First Trust Value Line Dividend Index Fund 0.4 65 10 5.7 +0.4
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 71 6.3 +0.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 10 1.7 -3.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 50 6.6 +1.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 36 7.0 +1.6
ROAM Hartford Multifactor Emerging Markets ETF 0.4 44 31 8.4 +3.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 56 5.3 +0.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.4 25 50 6.6 +1.3
IEFA iShares Core MSCI EAFE ETF 0.4 7 68 6.3 +0.9
AVSE Avantis Responsible Emerging Markets Equity ETF 0.4 33 42 7.5 +2.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.4 50 25 9.1 +3.7
DXIV Dimensional International Vector Equity ETF 0.4 34 41 6.7 +1.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 16 9.3 +4.0
XCEM Columbia EM Core ex-China ETF 0.4 16 59 5.7 +0.4
USEW Cambria US EW ETF 0.4 30 45 4.4 -0.9
EFV iShares MSCI EAFE Value ETF 0.4 34 41 7.7 +2.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.4 15 60 4.4 -1.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.4 20 55 6.3 +0.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 58 4.3 -1.0
STXI Strive International Developed Markets ETF 0.4 29 46 6.2 +0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 10 65 4.4 -0.9
STXK Strive Small-Cap ETF 0.4 18 57 5.5 +0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 58 5.3 +0.0
VB Vanguard Small-Cap ETF 0.3 5 70 5.6 +0.2
JSTC Adasina Social Justice All Cap Global ETF 0.3 89 -14 4.8 -0.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 55 6.0 +0.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.3 20 55 5.8 +0.5
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 6.2 +0.9
AFLG First Trust Active Factor Large Cap ETF 0.3 55 20 5.4 +0.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -5 9.3 +4.0
GEW Cambria Global EW ETF 0.3 29 46 5.7 +0.3
VBR Vanguard Small Cap Value ETF 0.3 7 68 8.3 +3.0
DFEV Dimensional Emerging Markets Value ETF 0.3 43 32 10.6 +5.3
DFAI Dimensional International Core Equity Market ETF 0.3 18 57 6.2 +0.9
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 16 2.0 -3.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 50 6.6 +1.2
EFA iShares MSCI EAFE ETF 0.3 35 40 5.9 +0.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 55 6.1 +0.7
VBK Vanguard Small-Cap Growth ETF 0.3 7 68 1.4 -4.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 51 7.0 +1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 51 6.4 +1.1
AVSD Avantis Responsible International Equity ETF 0.3 23 52 6.2 +0.9
DFIC Dimensional International Core Equity 2 ETF 0.3 23 52 6.4 +1.1
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 26 14.0 +8.7
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 23 6.9 +1.5
ARGT Global X MSCI Argentina ETF 0.3 59 16 3.2 -2.2
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 47 9.1 +3.8
CIL VictoryShares International Volatility Wtd ETF 0.3 45 30 5.8 +0.4
EFG iShares MSCI EAFE Growth ETF 0.3 36 39 4.0 -1.4
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 57 6.3 +1.0
AVES Avantis Emerging Markets Value ETF 0.3 36 39 9.5 +4.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 42 7.0 +1.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 36 39 5.5 +0.2
MADE iShares U.S. Manufacturing ETF 0.3 40 35 3.7 -1.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 2 10.4 +5.1
BKIE BNY Mellon International Equity ETF 0.3 4 71 6.2 +0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.3 4 71 5.6 +0.3
ISMD Inspire Small/Mid Cap ETF 0.3 54 21 5.7 +0.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 60 7.2 +1.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.3 61 14 7.9 +2.6
DFAS Dimensional U.S. Small Cap ETF 0.3 26 49 5.9 +0.6
CNYA iShares MSCI China A ETF 0.3 60 15 6.8 +1.4
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 51 5.8 +0.5
GVLU Gotham 1000 Value ETF 0.3 50 25 8.4 +3.0
SMMD iShares Russell 2500 ETF 0.3 15 60 6.0 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 51 7.4 +2.0
DOL WisdomTree International LargeCap Dividend Fund 0.3 48 27 6.0 +0.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.3 47 28 7.8 +2.5
PSET Principal Quality ETF 0.3 15 60 5.1 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -5 3.9 -1.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 45 8.4 +3.0
EMLP First Trust North American Energy Infrastructure Fund 0.2 95 -20 4.5 -0.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 22 5.9 +0.6
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 16 10.4 +5.1
STXE Strive Emerging Markets Ex-China ETF 0.2 32 43 6.2 +0.9
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 33 6.4 +1.0
EIPI FT Energy Income Partners Enhanced Income ETF 0.2 110 -35 5.2 -0.1
DFIS Dimensional International Small Cap ETF 0.2 39 36 6.3 +1.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 7.2 +1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 17 4.9 -0.4
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 57 6.1 +0.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 35 4.2 -1.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 60 5.3 0.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 63 6.3 +1.0
AVDV Avantis International Small Cap Value ETF 0.2 36 39 8.0 +2.6
EZM WisdomTree U.S. MidCap Fund 0.2 38 37 8.5 +3.1
RSSL Global X Russell 2000 ETF 0.2 8 67 3.0 -2.4
IWM iShares Russell 2000 ETF 0.2 19 56 2.9 -2.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 14 5.9 +0.5
FRDM Freedom 100 Emerging Markets ETF 0.2 49 26 6.4 +1.0
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 60 5.5 +0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 66 5.5 +0.2
JHMD John Hancock Multifactor Developed International ETF 0.2 39 36 6.3 +1.0
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 52 6.2 +0.9
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 33 5.7 +0.4
IWS iShares Russell Mid-Cap Value ETF 0.2 23 52 6.4 +1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 46 6.8 +1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 15 6.4 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 66 5.8 +0.5
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -50 5.3 0.0
DXUV Dimensional US Vector Equity ETF 0.2 28 47 5.6 +0.3
IJH iShares Core S&P Mid-Cap ETF 0.2 5 70 6.4 +1.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 72 6.5 +1.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.2 39 36 14.2 +8.9
FRGN Horizon International Equity ETF 0.2 75 0 8.6 +3.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 68 6.4 +1.1
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 50 8.4 +3.1
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 60 7.0 +1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 55 4.4 -0.9
VTWO Vanguard Russell 2000 ETF 0.2 7 68 3.1 -2.3
SCHC Schwab International Small-Cap Equity ETF 0.2 11 64 6.8 +1.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 45 6.2 +0.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 5 6.8 +1.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 36 8.3 +3.0
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 30 9.0 +3.7
TPIF Timothy Plan International ETF 0.2 62 13 5.6 +0.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 60 5.2 -0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.2 64 11 1.4 -3.9
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 45 5.3 -0.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 45 4.9 -0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 60 6.4 +1.1
SIZE iShares MSCI USA Size Factor ETF 0.2 15 60 5.8 +0.5
SCHA Schwab U.S. Small-Cap ETF 0.2 4 71 4.8 -0.5
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 51 6.0 +0.7
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 66 6.8 +1.5
IWR iShares Russell Midcap ETF 0.1 19 56 5.7 +0.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 67 6.5 +1.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.1 12 63 5.5 +0.2
DIHP Dimensional International High Profitability ETF 0.1 29 46 5.9 +0.5
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 52 7.4 +2.1
DISV Dimensional International Small Cap Value ETF 0.1 42 33 8.4 +3.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 36 6.3 +1.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 35 5.8 +0.4
IXN iShares Global Tech ETF 0.1 41 34 3.4 -1.9
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 6.6 +1.2
DWM WisdomTree International Equity Fund 0.1 48 27 5.8 +0.4
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 40 5.5 +0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 35 5.4 +0.1
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 33 7.0 +1.7
IGRO iShares International Dividend Growth ETF 0.1 15 60 6.9 +1.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 55 5.0 -0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 4.5 -0.8
PTL Inspire 500 ETF 0.1 9 66 4.8 -0.6
QINT American Century Quality Diversified International ETF 0.1 39 36 6.8 +1.5
ROSC Hartford Multifactor Small Cap ETF 0.1 34 41 7.6 +2.3
HEDJ WisdomTree Europe Hedged Equity Fund 0.1 58 17 6.2 +0.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 37 4.2 -1.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 50 6.3 +1.0
INTF iShares International Equity Factor ETF 0.1 15 60 6.6 +1.3
VIS Vanguard Industrials ETF 0.1 9 66 3.8 -1.6
FIDU Fidelity MSCI Industrial Index ETF 0.1 8 67 3.8 -1.6
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 17 7.7 +2.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 36 3.8 -1.5
VIG Vanguard Dividend Appreciation ETF 0.1 5 70 5.2 -0.2
VYM Vanguard High Dividend Yield Index ETF 0.1 6 69 6.3 +1.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 50 6.8 +1.4
VXF Vanguard Extended Market ETF 0.1 5 70 4.1 -1.3
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 16 5.3 -0.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 17 8.8 +3.4
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 71 6.0 +0.6
DFSV Dimensional US Small Cap Value ETF 0.1 31 44 9.3 +4.0
IWD iShares Russell 1000 Value ETF 0.1 19 56 5.8 +0.4
VONV Vanguard Russell 1000 Value ETF 0.1 7 68 5.9 +0.5
PRXV Praxis Impact Large Cap Value ETF 0.1 36 39 5.9 +0.6
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 50 10.0 +4.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 8 8.9 +3.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 63 5.8 +0.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 50 5.9 +0.5
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 17 7.6 +2.3
PFM Invesco Dividend Achievers ETF 0.0 53 22 4.9 -0.4
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 47 5.9 +0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 55 4.6 -0.7
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 65 4.7 -0.6
VFMO Vanguard U.S. Momentum Factor ETF 0.0 13 62 1.9 -3.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 41 5.4 +0.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 64 4.7 -0.6
IWO iShares Russell 2000 Growth ETF 0.0 24 51 0.6 -4.8
DIVB iShares Core Dividend ETF 0.0 5 70 7.6 +2.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 55 6.4 +1.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 30 5.9 +0.6
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 65 0.7 -4.6
STXV Strive 1000 Value ETF 0.0 18 57 7.1 +1.8
DFLV Dimensional US Large Cap Value ETF 0.0 22 53 6.5 +1.2
SPEU SPDR Portfolio Europe ETF 0.0 7 68 6.7 +1.3
IEUR iShares Core MSCI Europe ETF 0.0 11 64 6.6 +1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 46 6.0 +0.6
VGK Vanguard FTSE Europe ETF 0.0 6 69 6.8 +1.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 10 0.0 -5.3

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:		 Global X Lithium & Battery Tech 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 14.1 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 5.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 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.