Global X Lithium & Battery Tech ETF
ALTAR
Score™		 5.9% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 36.1x P/Sales
ratio		 2.4x
P/BV
ratio		 2.2x Div.
yield		 1.7%


  • 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) $1,454
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 23.3 %
PANASONIC CORP 6.4 %
BEIJING SEVENSTAR ELECTRONICS CO., 6.1 %
SAMSUNG SDI CO LTD 5.6 %
TDK CORP 5.2 %
ALBEMARLE CORP 4.6 %
TESLA MOTORS INC 4.1 %
LG ENERGY SOLUTION LTD. 3.9 %
CONTEMPORARY AMPEREX TECHNOLOGY CO 3.5 %
BYD CO LTD-H 3.4 %
Total 66.2 %

TOP COUNTRY EXPOSURE
CHINA 30.4 %
BRITAIN 23.0 %
JAPAN 12.1 %
SOUTH KOREA 11.8 %
UNITED STATES 11.0 %
AUSTRALIA 7.1 %
CHILE 3.1 %
CANADA 1.1 %
NETHERLANDS 0.4 %
FRANCE 0.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
5.9% 21.2% -2.7% 12.4% 6.1%

Market Correlations
versus... Beta R-squared
S&P500 1.54 37%
MSCI EAFE 1.31 40%
MSCI Emg. Mkts. 0.92 51%

Technical Indicators
Recent close $69.28
30d moving avg. $71.16
Annualized volatility 32.2%
Short interest (ETF) 4.5%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 196
Turnover 0.9%
Bid/Ask (% of price) 0.21%
ADV underlying (mns) $38,778

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 642 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™: 5.9%


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
(%)
EV Mast Global Battery Recycling & Production ETF 29.9 65 10 6.4 +0.6
BATT Amplify Lithium & Battery Technology ETF 28.8 59 16 2.1 -3.8
IDRV iShares Self-driving EV & Tech ETF 24.2 47 28 1.7 -4.2
LIMI Themes Lithium & Battery Metal Miners ETF 23.1 35 40 3.6 -2.3
ILIT iShares Lithium Miners and Producers ETF 17.0 47 28 4.9 -1.0
SMOG VanEck Low Carbon Energy ETF 15.7 61 14 1.4 -4.5
IBAT iShares Energy Storage & Materials ETF 15.4 47 28 1.6 -4.3
DRIV Global X Autonomous & Electric Vehicles ETF 14.7 68 7 3.6 -2.3
LITP Sprott Lithium Miners ETF 14.0 65 10 1.6 -4.2
REMX VanEck Rare Earth/Strategic Metals ETF 12.8 54 21 4.0 -1.9
SETM Sprott Energy Transition Materials ETF 12.3 65 10 2.0 -3.8
ION ProShares S&P Global Core Battery Metals ETF 12.2 58 17 7.2 +1.3
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 11.9 58 17 -2.0 -7.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 11.6 39 36 1.2 -4.6
ERTH Invesco MSCI Sustainable Future ETF 11.6 62 13 3.6 -2.2
CARZ First Trust NASDAQ Global Auto Index Fund 10.3 70 5 2.4 -3.5
SLX VanEck Steel ETF 9.0 56 19 10.6 +4.7
ACES ALPS Clean Energy ETF 8.7 55 20 -3.1 -9.0
CGRO CoreValues Alpha Greater China Growth ETF 8.6 75 0 7.9 +2.0
JCHI JPMorgan Active China ETF 7.9 65 10 16.9 +11.0
CLNR IQ Cleaner Transport ETF 7.6 45 30 4.0 -1.9
MOTO SmartETFs Smart Transportation & Technology ETF 7.5 68 7 5.6 -0.2
KGRN KraneShares MSCI China Clean Technology Index ETF 6.9 79 -4 4.4 -1.5
GMET VanEck Green Metals ETF 6.5 63 12 0.8 -5.0
MINV Matthews Asia Innovators Active ETF 6.5 79 -4 5.8 -0.0
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 6.2 55 20 7.0 +1.2
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 6.1 65 10 6.8 +0.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 5.9 32 43 16.3 +10.5
RXI iShares Global Consumer Discretionary ETF 5.7 41 34 9.1 +3.2
CTEC Global X CleanTech ETF 5.6 50 25 0.0 -5.9
FPXI First Trust International Equity Opportunities ETF 5.0 70 5 4.2 -1.7
XT iShares Exponential Technologies ETF 4.8 46 29 3.8 -2.0
ICOP iShares Copper and Metals Mining ETF 4.8 47 28 5.4 -0.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.6 40 35 6.0 +0.1
YNOT Horizon Digital Frontier ETF 4.6 75 0 2.5 -3.4
CGGR Capital Group Growth ETF 4.5 39 36 2.6 -3.2
MCH Matthews China Active ETF 4.5 79 -4 16.1 +10.2
SFYF SoFi Social 50 ETF 4.2 29 46 0.7 -5.1
PBW Invesco WilderHill Clean Energy ETF 4.2 66 9 -3.4 -9.3
PBD Invesco Global Clean Energy ETF 4.1 75 0 0.4 -5.5
BCOR Grayscale Bitcoin Adopters ETF 4.1 59 16 1.7 -4.2
AGIQ Sofi Agentic AI ETF 4.1 69 6 6.3 +0.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.1 8 67 4.9 -1.0
YALL God Bless America ETF 4.1 65 10 4.7 -1.2
IVES Wedbush ETFMG Global Cloud Technology ETF 4.1 68 7 3.4 -2.5
TRUD VanEck Consumer Disc TruSector ETF 4.1 14 61 3.3 -2.6
ARKQ ARK Autonomous Technology & Robotics ETF 4.1 75 0 1.0 -4.8
IYC iShares U.S. Consumer Discretionary ETF 4.1 40 35 4.0 -1.8
BOTT Themes Robotics & Automation ETF 4.1 35 40 -4.8 -10.7
ARKK ARK Innovation ETF 4.1 75 0 -2.5 -8.4
FDG American Century Focused Dynamic Growth ETF 4.1 45 30 1.9 -4.0
XLY Consumer Discretionary Select Sector SPDR 4.1 8 67 5.1 -0.8
FTXR First Trust Nasdaq Transportation ETF 4.1 60 15 7.4 +1.5
VCR Vanguard Consumer Discretionary ETF 4.1 9 66 4.9 -1.0
TXS Texas Capital Texas Equity Index ETF 4.1 49 26 4.9 -0.9
ARKW ARK Next Generation Internet ETF 4.1 87 -12 0.5 -5.3
HUMN Roundhill Humanoid Robotics ETF 4.1 75 0 1.5 -4.4
TEXN iShares Texas Equity ETF 4.1 20 55 5.0 -0.9
LRGE ClearBridge Large Cap Growth ESG ETF 4.1 59 16 2.7 -3.2
GXPD Global X PureCap MSCI Consumer Discretionary ETF 4.1 25 50 4.0 -1.9
TOPT iShares Top 20 U.S. Stocks ETF 3.9 20 55 3.2 -2.7
IWY iShares Russell Top 200 Growth ETF 3.9 20 55 3.7 -2.1
NACP Impact Shares NAACP Minority Empowerment ETF 3.8 49 26 3.6 -2.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.8 12 63 3.6 -2.3
QTOP iShares Nasdaq Top 30 Stocks ETF 3.8 20 55 2.8 -3.1
OCEN IQ Clean Oceans ETF 3.8 45 30 4.7 -1.2
IMOM Alpha Architect International Quantitative Momentum ETF 3.7 49 26 4.6 -1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.6 9 66 4.2 -1.7
MNZL Manzil Russell Halal USA Broad MarketETF 3.5 40 35 3.8 -2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.5 10 65 4.2 -1.6
FELG Fidelity Enhanced Large Cap Growth ETF 3.5 18 57 3.4 -2.5
ONEQ Fidelity Nasdaq Composite Index ETF 3.4 21 54 2.9 -3.0
CHIQ Global X MSCI China Consumer Discretionary ETF 3.4 65 10 16.8 +10.9
KTEC KraneShares Hang Seng TECH Index ETF 3.4 69 6 26.2 +20.3
FXI iShares China Large-Cap ETF 3.4 74 1 22.6 +16.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.4 75 0 3.2 -2.6
QQQM Invesco NASDAQ 100 ETF 3.3 15 60 3.2 -2.6
QQQ Invesco QQQ Trust Series I 3.3 20 55 3.2 -2.7
RND First Trust Bloomberg R&D Leaders ETF 3.3 60 15 2.5 -3.3
MGK Vanguard Mega Cap Growth ETF 3.3 7 68 17.3 +11.5
TCHI iShares MSCI China Multisector Tech ETF 3.2 59 16 16.6 +10.7
XLG Invesco S&P 500 Top 50 ETF 3.2 20 55 3.7 -2.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.1 10 65 3.7 -2.2
QQMG Invesco ESG NASDAQ 100 ETF 3.1 20 55 3.1 -2.7
VONG Vanguard Russell 1000 Growth ETF 3.1 7 68 3.8 -2.1
BUZZ VanEck Social Sentiment ETF 3.1 75 0 -0.7 -6.5
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 3.1 75 0 2.0 -3.9
IWF iShares Russell 1000 Growth ETF 3.1 19 56 15.1 +9.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 66 5.1 -0.8
AIQ Global X Artificial Intelligence & Technology ETF 3.0 68 7 2.7 -3.2
EGUS iShares ESG Aware MSCI USA Growth ETF 3.0 18 57 3.1 -2.7
FBOT Fidelity Disruptive Automation ETF 2.9 50 25 2.9 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 2.9 10 65 4.2 -1.7
DSI iShares MSCI KLD 400 Social ETF 2.8 25 50 4.1 -1.8
PRXG Praxis Impact Large Cap Growth ETF 2.7 36 39 3.2 -2.7
JGRO JPMorgan Active Growth ETF 2.7 44 31 2.6 -3.3
MDLV Morgan Dempsey Large Cap Value ETF 2.7 58 17 6.2 +0.3
VUG Vanguard Growth ETF 2.7 4 71 20.9 +15.0
ETEC iShares Breakthrough Environmental Solutions ETF 2.7 47 28 3.4 -2.4
FFOG Franklin Focused Growth ETF 2.7 61 14 1.6 -4.3
OTGL OTG Latin America ETF 2.7 269 -194 8.0 +2.1
IQM Franklin Intelligent Machines ETF 2.6 50 25 1.1 -4.7
HLAL Wahed FTSE USA Shariah ETF 2.6 50 25 3.5 -2.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.6 45 30 3.6 -2.3
EMC Global X Emerging Markets Great Consumer ETF 2.6 75 0 7.1 +1.3
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.5 60 15 6.8 +0.9
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 2.5 58 17 5.6 -0.2
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.5 45 30 4.8 -1.1
CNRG State Street SPDR S&P Kensho Clean Power ETF 2.5 45 30 0.1 -5.8
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.5 40 35 6.6 +0.7
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.5 60 15 4.7 -1.2
FLCH Franklin FTSE China ETF 2.4 19 56 19.9 +14.0
INCE Franklin Income Equity Focus ETF 2.4 29 46 5.6 -0.2
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 0 2.2 -3.7
EWY iShares MSCI South Korea ETF 2.4 58 17 3.1 -2.8
USMC Principal U.S. Mega-Cap ETF 2.4 12 63 3.5 -2.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.3 58 17 3.6 -2.2
SCHG Schwab U.S. Large-Cap Growth ETF 2.3 4 71 3.3 -2.5
NUEM Nuveen ESG Emerging Markets Equity ETF 2.3 36 39 5.8 -0.1
STXG Strive 1000 Growth ETF 2.3 18 57 3.3 -2.6
NUDM Nuveen ESG International Developed Markets Equity ETF 2.2 31 44 5.5 -0.3
AGIX KraneShares Artificial Intelligence and Technology ETF 2.2 99 -24 1.0 -4.9
EWJV iShares MSCI Japan Value ETF 2.2 15 60 6.5 +0.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 56 4.7 -1.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.2 7 68 4.4 -1.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 68 4.1 -1.8
FLKR Franklin FTSE South Korea ETF 2.2 9 66 3.9 -1.9
SPXN ProShares S&P 500 Ex-Financials ETF 2.1 9 66 4.0 -1.8
GGRW Gabelli Growth Innovators ETF 2.1 90 -15 2.1 -3.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 75 12.5 +6.6
PATN Pacer Nasdaq International Patent Leaders ETF 2.1 65 10 4.0 -1.9
POW VistaShares Electrification Supercycle ETF 2.1 75 0 2.3 -3.5
GQQQ Astoria US Quality Growth Kings ETF 2.1 35 40 3.3 -2.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.1 15 60 4.2 -1.7
TIME Clockwise Core Equity & Innovation ETF 2.1 95 -20 2.0 -3.8
OEF iShares S&P 100 ETF 2.1 20 55 3.8 -2.1
FTAG First Trust Indxx Global Agriculture ETF 2.0 70 5 7.3 +1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 64 4.2 -1.7
DBJP Xtrackers MSCI Japan Hedged Equity ETF 2.0 47 28 4.3 -1.5
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 66 3.9 -1.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.0 75 0 1.7 -4.1
FJP First Trust Japan AlphaDEX Fund 2.0 80 -5 7.1 +1.3
XLB Materials Select Sector SPDR 2.0 8 67 5.8 -0.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.0 10 65 4.2 -1.6
BBJP JPMorgan BetaBuilders Japan ETF 2.0 19 56 5.0 -0.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 43 3.9 -1.9
ILCG iShares Morningstar Growth ETF 1.9 4 71 3.2 -2.7
JPXN iShares JPX-Nikkei 400 ETF 1.9 48 27 5.0 -0.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 66 4.1 -1.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.9 12 63 3.9 -2.0
FDMO Fidelity Momentum Factor ETF 1.9 15 60 2.5 -3.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.9 8 67 4.4 -1.5
RAUS RACWI US ETF 1.8 15 60 4.1 -1.7
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.8 25 50 5.1 -0.8
TOPC iShares S&P 500 3% Capped ETF 1.8 15 60 4.4 -1.5
MGC Vanguard Mega Cap ETF 1.8 7 68 3.9 -2.0
MEM Matthews Emerging Markets Equity Active ETF 1.8 79 -4 8.6 +2.7
VOTE TCW Transform 500 ETF 1.8 5 70 4.1 -1.8
TMFC Motley Fool 100 Index ETF 1.8 50 25 2.9 -2.9
HEWJ iShares Currency Hedged MSCI Japan ETF 1.8 50 25 5.0 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 73 4.2 -1.7
PBUS Invesco MSCI USA ETF 1.8 4 71 4.2 -1.7
IWL iShares Russell Top 200 ETF 1.8 15 60 3.9 -2.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 30 2.5 -3.4
HAP VanEck Natural Resources ETF 1.8 50 25 6.6 +0.8
DTAN Sparkline International Intangible Value ETF 1.8 55 20 7.3 +1.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 45 3.7 -2.2
EWJ iShares MSCI Japan ETF 1.8 50 25 4.5 -1.3
BOTZ Global X Robotics & Artificial Intelligence ETF 1.8 69 6 2.1 -3.8
JPEF JPMorgan Equity Focus ETF 1.8 50 25 3.8 -2.1
CQQQ Invesco China Technology ETF 1.8 70 5 18.9 +13.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 61 4.2 -1.7
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 66 4.1 -1.7
KLMN Invesco MSCI North America Climate ETF 1.7 9 66 4.3 -1.6
FLJP Franklin FTSE Japan ETF 1.7 9 66 5.0 -0.8
HDUS Hartford Disciplined US Equity ETF 1.7 19 56 4.8 -1.1
VOOG Vanguard S&P 500 Growth ETF 1.7 7 68 18.6 +12.8
DXJ WisdomTree Japan Hedged Equity Fund 1.7 48 27 5.0 -0.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.7 4 71 3.1 -2.8
PICK iShares MSCI Global Metals & Mining Producers ETF 1.7 39 36 8.3 +2.5
IVW iShares S&P 500 Growth ETF 1.7 18 57 2.9 -2.9
XNTK State Street SPDR NYSE Technology ETF 1.7 35 40 2.3 -3.5
XVV iShares ESG Screened S&P 500 ETF 1.7 8 67 4.1 -1.7
SPHB Invesco S&P 500 High Beta ETF 1.7 25 50 3.5 -2.4
THRO iShares U.S. Thematic Rotation Active ETF 1.7 90 -15 3.1 -2.8
FLJH Franklin FTSE Japan Hedged ETF 1.7 9 66 4.8 -1.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.7 60 15 8.0 +2.2
MCHI iShares MSCI China ETF 1.6 59 16 22.3 +16.5
NBDS Neuberger Berman Disrupters ETF 1.6 55 20 0.7 -5.1
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 71 3.1 -2.7
ILF iShares Latin America 40 ETF 1.6 48 27 9.7 +3.8
GXLC Global X U.S. 500 ETF 1.6 2 73 4.1 -1.8
LDEM iShares ESG MSCI EM Leaders ETF 1.6 17 58 12.9 +7.0
EQL Alps Equal Sector Weight ETF 1.6 25 50 5.3 -0.6
OEI Optimized Equity Income ETF 1.6 75 0 3.7 -2.2
ABLD Abacus FCF Real Assets Leaders ETF 1.6 69 6 6.8 +1.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 55 4.0 -1.9
USRD Themes US R&D Champions ETF 1.6 29 46 4.1 -1.8
FBCG Fidelity Blue Chip Growth ETF 1.6 59 16 2.2 -3.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.6 25 50 4.2 -1.7
CHRI Global X S&P 500 Christian Values ETF 1.5 29 46 3.9 -1.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 46 4.1 -1.8
VV Vanguard Large-Cap ETF 1.5 4 71 4.1 -1.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 63 4.5 -1.4
VOO Vanguard S&P 500 ETF 1.5 3 72 4.2 -1.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.5 18 57 3.9 -1.9
SUSA iShares MSCI USA ESG Select ETF 1.5 25 50 4.0 -1.8
VUSG Vanguard Wellington U.S. Growth Active ETF 1.5 35 40 2.5 -3.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.5 2 73 4.2 -1.6
SPY SPDR S&P 500 ETF 1.5 9 66 4.2 -1.7
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -4 3.4 -2.4
IVV iShares Core S&P 500 ETF 1.5 3 72 4.2 -1.6
FLAU Franklin FTSE Australia ETF 1.5 9 66 6.0 +0.1
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 72 4.1 -1.8
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 60 4.2 -1.7
JADE JPMorgan Active Developing Markets Equity ETF 1.5 65 10 5.9 +0.1
DFUS Dimensional U.S. Equity ETF 1.5 9 66 4.1 -1.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.5 60 15 4.5 -1.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.5 32 43 7.6 +1.7
VONE Vanguard Russell 1000 ETF 1.5 7 68 4.2 -1.6
IWB iShares Russell 1000 ETF 1.5 15 60 4.2 -1.7
SCHX Schwab U.S. Large-Cap ETF 1.5 3 72 4.3 -1.6
XCEM Columbia EM Core ex-China ETF 1.5 16 59 4.8 -1.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.4 25 50 6.0 +0.1
SGLC SGI U.S. Large Cap Core ETF 1.4 85 -10 3.6 -2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 19 7.1 +1.2
IYM iShares U.S. Basic Materials ETF 1.4 40 35 4.6 -1.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 72 4.4 -1.5
SCHK Schwab 1000 Index ETF 1.4 5 70 4.3 -1.6
VTHR Vanguard Russell 3000 ETF 1.4 7 68 4.1 -1.7
IWV iShares Russell 3000 ETF 1.4 20 55 4.0 -1.8
IYY iShares Dow Jones U.S. ETF 1.4 20 55 4.1 -1.8
JSML Janus Henderson Small Cap Growth Alpha ETF 1.4 30 45 2.8 -3.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.4 45 30 -1.5 -7.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 50 5.5 -0.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 60 4.6 -1.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 1.4 33 42 6.7 +0.8
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 1.4 65 10 5.0 -0.8
VTI Vanguard Total Stock Market ETF 1.4 3 72 4.1 -1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 66 4.4 -1.5
SCHB Schwab U.S. Broad Market ETF 1.4 3 72 4.2 -1.6
INRO iShares U.S. Industry Rotation Active ETF 1.4 42 33 3.5 -2.3
APUE ActivePassive U.S. Equity ETF 1.4 45 30 3.9 -2.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.4 80 -5 3.9 -2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 72 4.1 -1.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 10 7.4 +1.5
DSPY Tema S&P 500 Historical Weight ETF 1.3 18 57 4.4 -1.5
CAML Congress Large Cap Growth ETF 1.3 66 9 2.5 -3.3
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 65 4.9 -0.9
ENHU iShares Enhanced Large Cap Core Active ETF 1.3 22 53 4.1 -1.7
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 21 9.8 +3.9
AQEC AQE Core ETF 1.3 49 26 5.2 -0.6
ACVF American Conservative Values ETF 1.3 75 0 3.7 -2.1
TMAT Main Thematic Innovation ETF 1.3 164 -89 -1.9 -7.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 50 4.9 -1.0
VOOV Vanguard S&P 500 Value ETF 1.3 7 68 5.8 -0.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.3 4 71 5.8 -0.1
VPL Vanguard FTSE Pacific ETF 1.3 7 68 5.0 -0.9
IVE iShares S&P 500 Value ETF 1.3 18 57 5.6 -0.2
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 57 4.3 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 66 4.4 -1.5
NIKL Sprott Nickel Miners ETF 1.3 75 0 9.5 +3.6
IPAC iShares Core MSCI Pacific ETF 1.3 9 66 5.3 -0.6
IUSV iShares Core S&P US Value ETF 1.2 4 71 5.9 +0.1
DFAU Dimensional US Core Equity Market ETF 1.2 12 63 4.3 -1.5
URTH iShares MSCI World ETF 1.2 24 51 4.3 -1.5
FMAT Fidelity MSCI Materials Index ETF 1.2 8 67 5.4 -0.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.2 75 0 2.0 -3.9
CVAR Cultivar ETF 1.2 87 -12 7.0 +1.1
GXC SPDR S & P China ETF 1.2 59 16 20.5 +14.7
SFY SoFi Select 500 ETF 1.2 0 75 3.7 -2.2
TOK iShares MSCI Kokusai ETF 1.2 26 49 4.3 -1.6
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 36 7.4 +1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 40 11.5 +5.7
GQI Natixis Gateway Quality Income ETF 1.2 34 41 4.7 -1.2
ACWI iShares MSCI ACWI ETF 1.1 32 43 4.6 -1.2
MXI iShares Global Materials ETF 1.1 41 34 6.1 +0.3
GSPY Gotham Enhanced 500 ETF 1.1 50 25 4.3 -1.5
GINN Goldman Sachs Innovate Equity ETF 1.1 52 23 3.7 -2.2
FIVA Fidelity International Value Factor ETF 1.1 18 57 7.4 +1.6
ILCV iShares Morningstar Value ETF 1.1 4 71 5.3 -0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 40 4.8 -1.1
LRGF iShares U.S. Equity Factor ETF 1.1 8 67 4.6 -1.3
AVIV Avantis International Large Cap Value ETF 1.1 25 50 7.0 +1.1
VT Vanguard Total World Stock ETF 1.1 6 69 5.0 -0.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.1 14 61 5.3 -0.6
JIG JPMorgan International Growth ETF 1.1 55 20 3.6 -2.3
IMTM iShares MSCI Intl Momentum Factor ETF 1.0 30 45 4.7 -1.2
XMMO Invesco S&P MidCap Momentum ETF 1.0 34 41 3.8 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 55 4.7 -1.1
DEHP Dimensional Emerging Markets High Profitability ETF 1.0 41 34 4.8 -1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 66 4.8 -1.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 14 -0.7 -6.6
SMOT VanEck Morningstar SMID Moat ETF 1.0 49 26 6.7 +0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 15 6.1 +0.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.0 42 33 4.2 -1.7
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 50 4.5 -1.3
VAW Vanguard Materials ETF 1.0 9 66 5.4 -0.5
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -20 2.4 -3.5
MODL VictoryShares WestEnd U.S. Sector ETF 1.0 42 33 4.0 -1.8
BAI iShares AI Innovation and Tech Active ETF 0.9 55 20 0.9 -5.0
TAX Cambria Tax Aware ETF 0.9 49 26 4.2 -1.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 45 4.0 -1.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.9 58 17 5.4 -0.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.9 19 56 7.0 +1.2
BKF iShares MSCI BIC ETF 0.9 69 6 15.7 +9.9
IVLU iShares MSCI Intl Value Factor ETF 0.9 30 45 8.1 +2.2
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 26 4.8 -1.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 20 3.4 -2.4
ROE Astoria US Quality Kings ETF 0.9 49 26 5.3 -0.5
EQWL Invesco S&P 100 Equal Weight ETF 0.9 25 50 5.5 -0.4
AVDE Avantis International Equity ETF 0.9 23 52 6.3 +0.4
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 10 7.1 +1.2
JHEM John Hancock Multifactor Emerging Markets ETF 0.9 49 26 7.5 +1.6
FENI Fidelity Enhanced International ETF 0.9 28 47 5.8 -0.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.9 30 45 4.1 -1.8
IQDG WisdomTree International Quality Dividend Growth Fund 0.9 42 33 5.9 +0.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.9 20 55 0.8 -5.0
POWR iShares U.S. Power Infrastructure ETF 0.9 40 35 4.5 -1.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 40 3.4 -2.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.9 45 30 6.8 +0.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.9 49 26 7.4 +1.6
DTEC ALPS Disruptive Technologies ETF 0.8 50 25 3.5 -2.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 30 1.8 -4.1
JHML John Hancock Multifactor Large Cap ETF 0.8 29 46 4.5 -1.3
AIA iShares Asia 50 ETF 0.8 50 25 7.3 +1.4
AVUS Avantis U.S. Equity ETF 0.8 15 60 4.8 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 57 4.7 -1.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.8 20 55 5.6 -0.2
GVLU Gotham 1000 Value ETF 0.8 50 25 8.3 +2.5
ESGE iShares ESG Aware MSCI EM ETF 0.8 25 50 8.1 +2.2
BKEM BNY Mellon Emerging Markets Equity ETF 0.8 11 64 24.1 +18.2
IQSI IQ Candriam International Equity ETF 0.8 15 60 5.6 -0.3
GOP Unusual Whales Subversive Republican Trading ETF 0.8 50 25 4.1 -1.7
BUL Pacer US Cash Cows Growth ETF 0.8 60 15 3.5 -2.3
PY Principal Value ETF 0.8 15 60 7.1 +1.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.8 25 50 7.4 +1.5
EWA iShares MSCI Australia ETF 0.8 50 25 5.4 -0.4
AVUQ Avantis U.S. Quality ETF 0.8 15 60 3.7 -2.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.8 15 60 5.1 -0.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.8 66 9 7.3 +1.5
ICAP InfraCap Equity Income Fund ETF 0.8 171 -96 4.8 -1.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.8 36 39 7.5 +1.7
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.8 15 60 8.9 +3.0
DFAE Dimensional Emerging Core Equity Market ETF 0.7 35 40 6.9 +1.1
MAGA Point Bridge America First ETF 0.7 72 3 5.5 -0.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.7 70 5 6.8 +0.9
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 4.6 -1.2
ABLS Abacus FCF Small Cap Leaders ETF 0.7 59 16 5.0 -0.9
FXZ First Trust Materials AlphaDEX Fund 0.7 61 14 7.1 +1.2
VAMO Cambria Value & Momentum ETF 0.7 61 14 5.5 -0.4
EPS WisdomTree U.S. LargeCap Fund 0.7 8 67 4.7 -1.1
VSGX Vanguard ESG International Stock ETF 0.7 10 65 6.6 +0.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.7 88 -13 8.5 +2.7
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 30 4.2 -1.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.7 30 45 7.9 +2.0
ZAP Global X U.S. Electrification ETF 0.7 50 25 3.7 -2.1
FESM Fidelity Enhanced Small Cap ETF 0.7 28 47 2.3 -3.6
AIPO Defiance AI & Power Infrastructure ETF 0.7 69 6 0.9 -4.9
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.7 15 60 8.0 +2.1
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.7 69 6 7.6 +1.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.7 30 45 7.4 +1.6
EEM iShares MSCI Emerging Markets ETF 0.7 69 6 7.7 +1.9
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 37 8.5 +2.6
GLOF iShares Global Equity Factor ETF 0.6 20 55 5.5 -0.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 26 6.1 +0.2
UIVM VictoryShares International Value Momentum ETF 0.6 35 40 8.1 +2.3
EMXF iShares ESG Advanced MSCI EM ETF 0.6 16 59 6.6 +0.7
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 62 1.7 -4.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 5 2.3 -3.6
VIGI Vanguard International Dividend Appreciation ETF 0.6 10 65 6.1 +0.3
VUSE Vident U.S. Equity Strategy ETF 0.6 50 25 3.8 -2.1
IEMG iShares Core MSCI Emerging Markets ETF 0.6 9 66 8.1 +2.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 57 6.4 +0.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.6 50 25 7.9 +2.1
QINT American Century Quality Diversified International ETF 0.6 39 36 6.7 +0.8
WWJD Inspire International ETF 0.6 80 -5 6.5 +0.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.6 38 37 6.9 +1.1
PSC Principal U.S. Small-Cap ETF 0.6 38 37 3.7 -2.2
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 13 1.6 -4.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 68 5.4 -0.5
JHMD John Hancock Multifactor Developed International ETF 0.6 39 36 6.3 +0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 46 5.7 -0.2
DCOR Dimensional US Core Equity 1 ETF 0.6 14 61 4.6 -1.3
VWO Vanguard FTSE Emerging Markets ETF 0.6 7 68 9.3 +3.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.6 4 71 6.7 +0.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.6 20 55 5.9 +0.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.6 35 40 5.6 -0.2
JIVE JPMorgan International Value ETF 0.6 55 20 8.1 +2.3
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 55 5.8 -0.1
IVSI Applied Finance IVS International Large ETF 0.6 65 10 6.0 +0.1
SDY State Street SPDR S&P Dividend ETF 0.6 35 40 6.4 +0.5
DGT State Street SPDR Global Dow ETF 0.6 50 25 5.7 -0.1
JAVA JPMorgan Active Value ETF 0.6 44 31 5.5 -0.4
AFSM First Trust Active Factor Small Cap ETF 0.5 75 0 5.6 -0.3
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 45 6.4 +0.6
DWMF WisdomTree International Multifactor Fund 0.5 38 37 7.0 +1.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.5 36 39 5.2 -0.7
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.5 24 51 5.0 -0.8
EFV iShares MSCI EAFE Value ETF 0.5 34 41 7.6 +1.8
DFIV Dimensional International Value ETF 0.5 27 48 7.8 +2.0
JGLO JPMorgan Global Select Equity ETF 0.5 33 42 4.3 -1.6
ROAM Hartford Multifactor Emerging Markets ETF 0.5 44 31 7.5 +1.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.5 20 55 5.7 -0.2
VXUS Vanguard Total International Stock ETF 0.5 5 70 6.6 +0.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.5 12 63 6.3 +0.4
IUS Invesco RAFI Strategic US ETF 0.5 19 56 5.5 -0.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 34 5.9 +0.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 45 6.4 +0.5
TRFM AAM Transformers ETF 0.5 49 26 1.0 -4.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -4 4.1 -1.7
VEA Vanguard FTSE Developed Markets ETF 0.5 3 72 5.9 +0.1
BKIE BNY Mellon International Equity ETF 0.5 4 71 18.1 +12.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 40 6.6 +0.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 41 6.4 +0.5
STXM Strive Mid-Cap ETF 0.5 18 57 6.1 +0.2
SCHF Schwab International Equity ETF 0.5 6 69 5.9 +0.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 40 6.8 +1.0
EPP iShares MSCI Pacific ex-Japan ETF 0.5 47 28 5.0 -0.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 72 5.8 -0.0
RWL Invesco S&P 500 Revenue ETF 0.5 39 36 5.8 -0.1
BLES Inspire Global Hope ETF 0.5 61 14 5.9 +0.0
HEFA iShares Currency Hedged MSCI EAFE ETF 0.5 35 40 5.7 -0.2
EFA iShares MSCI EAFE ETF 0.5 35 40 5.8 -0.1
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 68 6.6 +0.7
IEFA iShares Core MSCI EAFE ETF 0.5 7 68 6.1 +0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 71 17.7 +11.9
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.5 45 30 9.9 +4.0
DOL WisdomTree International LargeCap Dividend Fund 0.5 48 27 5.6 -0.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 40 35 6.2 +0.3
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 10 3.5 -2.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.4 41 34 6.8 +1.0
DFEV Dimensional Emerging Markets Value ETF 0.4 43 32 9.1 +3.2
CCSO Carbon Collective Climate Solutions US Equity ETF 0.4 35 40 1.1 -4.8
PSET Principal Quality ETF 0.4 15 60 4.9 -0.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.4 49 26 8.6 +2.7
APIE ActivePassive International Equity ETF 0.4 45 30 6.5 +0.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 36 6.7 +0.9
SSPY Syntax Stratified LargeCap ETF 0.4 30 45 6.2 +0.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 15 -0.9 -6.8
EFG iShares MSCI EAFE Growth ETF 0.4 36 39 3.9 -2.0
FVD First Trust Value Line Dividend Index Fund 0.4 65 10 6.0 +0.1
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 71 6.1 +0.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 63 4.8 -1.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 50 4.9 -1.0
STXE Strive Emerging Markets Ex-China ETF 0.4 32 43 5.1 -0.7
IWO iShares Russell 2000 Growth ETF 0.4 24 51 0.5 -5.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 51 6.1 +0.2
CZA Invesco Zacks Mid-Cap ETF 0.4 72 3 6.1 +0.2
AVSD Avantis Responsible International Equity ETF 0.4 23 52 6.0 +0.2
GWX SPDR S&P International Small Cap ETF 0.4 40 35 5.8 -0.1
PRF Invesco FTSE RAFI US 1000 ETF 0.4 34 41 5.6 -0.3
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.4 33 42 5.9 +0.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 50 7.9 +2.0
DFAI Dimensional International Core Equity Market ETF 0.4 18 57 6.1 +0.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 36 8.4 +2.6
SCHE Schwab Emerging Markets Equity ETF 0.4 11 64 9.5 +3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 66 5.3 -0.6
PKW Invesco Buyback Achievers ETF 0.4 62 13 7.3 +1.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 36 7.0 +1.2
EWN iShares MSCI Netherlands ETF 0.4 50 25 4.5 -1.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 71 16.1 +10.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.4 15 60 4.3 -1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 10 65 4.3 -1.5
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 58 4.3 -1.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.4 24 51 7.1 +1.2
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 55 6.0 +0.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 26 13.4 +7.5
DFIC Dimensional International Core Equity 2 ETF 0.4 23 52 6.3 +0.5
USMF WisdomTree U.S. Multifactor Fund 0.4 28 47 6.8 +0.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.4 15 60 6.6 +0.7
STXI Strive International Developed Markets ETF 0.4 29 46 6.4 +0.5
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 33 6.3 +0.4
BIBL Inspire 100 ETF 0.4 35 40 4.2 -1.6
WSML iShares MSCI World Small-Cap ETF 0.4 15 60 5.5 -0.4
SFTY Horizon Managed Risk ETF 0.3 77 -2 3.4 -2.4
STOX Horizon Core Equity ETF 0.3 70 5 3.5 -2.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 56 5.1 -0.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -5 8.7 +2.8
AVEM Avantis Emerging Markets Equity ETF 0.3 33 42 6.9 +1.0
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 57 6.3 +0.4
VTWG Vanguard Russell 2000 Growth ETF 0.3 10 65 0.7 -5.2
STXK Strive Small-Cap ETF 0.3 18 57 5.3 -0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 10 1.3 -4.6
SPEM SPDR Portfolio Emerging Markets ETF 0.3 7 68 9.5 +3.7
AVSE Avantis Responsible Emerging Markets Equity ETF 0.3 33 42 6.5 +0.7
AVDS Avantis International Small Cap Equity ETF 0.3 30 45 6.0 +0.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.3 59 16 8.4 +2.6
TPIF Timothy Plan International ETF 0.3 62 13 5.7 -0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 60 7.0 +1.1
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -31 10.5 +4.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 50 6.2 +0.3
EBI Longview Advantage ETF 0.3 35 40 5.9 +0.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 50 6.2 +0.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 58 4.7 -1.2
JIRE JPMorgan International Research Enhanced Equity ETF 0.3 24 51 5.8 -0.1
VBR Vanguard Small Cap Value ETF 0.3 7 68 8.1 +2.3
ARGT Global X MSCI Argentina ETF 0.3 59 16 3.7 -2.1
ROUS Hartford Multifactor US Equity ETF 0.3 19 56 5.5 -0.4
SMMD iShares Russell 2500 ETF 0.3 15 60 5.7 -0.2
EZM WisdomTree U.S. MidCap Fund 0.3 38 37 8.3 +2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 15 6.5 +0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 58 5.0 -0.8
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 71 6.0 +0.2
USEW Cambria US EW ETF 0.3 30 45 4.2 -1.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 50 6.3 +0.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 51 7.5 +1.6
CBSE Clough Select Equity ETF 0.3 85 -10 0.4 -5.5
NIXT Research Affiliates Deletions ETF 0.3 9 66 6.3 +0.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 55 6.3 +0.5
GEW Cambria Global EW ETF 0.3 29 46 5.4 -0.4
VB Vanguard Small-Cap ETF 0.3 5 70 5.4 -0.5
AFLG First Trust Active Factor Large Cap ETF 0.3 55 20 5.0 -0.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 55 4.0 -1.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 50 6.2 +0.4
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 36 13.4 +7.5
SMOX Horizon Small/Mid Cap Core Equity ETF 0.3 75 0 5.5 -0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 60 6.4 +0.5
ECON Columbia Emerging Markets Consumer ETF 0.3 49 26 6.4 +0.6
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 23 6.8 +1.0
DXIV Dimensional International Vector Equity ETF 0.2 34 41 6.7 +0.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 46 6.6 +0.7
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 30 8.0 +2.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 35 5.8 -0.1
RSSL Global X Russell 2000 ETF 0.2 8 67 2.8 -3.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 55 5.7 -0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 60 5.0 -0.8
RAYD Rayliant Quantitative Developed Market Equity ETF 0.2 80 -5 3.6 -2.2
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 51 5.7 -0.1
MADE iShares U.S. Manufacturing ETF 0.2 40 35 3.8 -2.1
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.2 75 0 6.2 +0.4
VBK Vanguard Small-Cap Growth ETF 0.2 7 68 1.3 -4.6
ISMD Inspire Small/Mid Cap ETF 0.2 54 21 5.1 -0.8
DWM WisdomTree International Equity Fund 0.2 48 27 5.7 -0.2
IWM iShares Russell 2000 ETF 0.2 19 56 2.7 -3.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 63 6.2 +0.3
VTWO Vanguard Russell 2000 ETF 0.2 7 68 2.8 -3.0
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 47 8.8 +2.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 66 6.6 +0.8
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 60 4.9 -0.9
BRF VanEck Brazil Small-Cap ETF 0.2 66 9 11.6 +5.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 35 3.7 -2.1
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 16 11.7 +5.9
DFAS Dimensional U.S. Small Cap ETF 0.2 26 49 5.7 -0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.2 64 11 1.3 -4.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 36 8.1 +2.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 5 6.4 +0.6
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 66 5.6 -0.2
INTF iShares International Equity Factor ETF 0.2 15 60 6.5 +0.7
DFIS Dimensional International Small Cap ETF 0.2 39 36 6.2 +0.3
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 52 6.2 +0.3
DIHP Dimensional International High Profitability ETF 0.2 29 46 5.9 +0.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 72 6.4 +0.5
IJH iShares Core S&P Mid-Cap ETF 0.2 5 70 6.3 +0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 68 6.3 +0.5
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 22 4.9 -1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 36 6.3 +0.5
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 50 8.1 +2.3
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 50 8.8 +2.9
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 55 7.7 +1.8
CNYA iShares MSCI China A ETF 0.2 60 15 7.0 +1.2
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 33 5.6 -0.2
ACSG American Century Small Cap Growth Insights ETF 0.2 49 26 4.9 -0.9
FRDM Freedom 100 Emerging Markets ETF 0.2 49 26 5.2 -0.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.2 12 63 5.4 -0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 17 5.2 -0.6
QGRO American Century U.S. Quality Growth ETF 0.2 29 46 4.1 -1.8
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 60 6.7 +0.8
FDEM Fidelity Emerging Markets Multifactor ETF 0.2 25 50 10.5 +4.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.2 80 -5 6.8 +0.9
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 52 7.3 +1.5
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 52 5.4 -0.5
VALQ American Century U.S. Quality Value ETF 0.2 29 46 7.3 +1.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 41 5.3 -0.5
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.4 -2.5
IWS iShares Russell Mid-Cap Value ETF 0.1 23 52 6.1 +0.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 45 6.1 +0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 4.0 -1.9
SCHA Schwab U.S. Small-Cap ETF 0.1 4 71 4.5 -1.4
VFMF Vanguard U.S. Multifactor ETF 0.1 18 57 6.5 +0.6
SIZE iShares MSCI USA Size Factor ETF 0.1 15 60 5.6 -0.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 69 2.8 -3.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 35 5.5 -0.4
HEDJ WisdomTree Europe Hedged Equity Fund 0.1 58 17 6.2 +0.3
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 40 5.5 -0.3
IXN iShares Global Tech ETF 0.1 41 34 2.5 -3.4
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 5.2 -0.7
FIDU Fidelity MSCI Industrial Index ETF 0.1 8 67 3.9 -1.9
SCHC Schwab International Small-Cap Equity ETF 0.1 11 64 6.6 +0.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 60 5.0 -0.8
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 17 7.9 +2.0
PTL Inspire 500 ETF 0.1 9 66 4.6 -1.2
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -14 4.3 -1.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 67 6.4 +0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 69 3.4 -2.5
IWR iShares Russell Midcap ETF 0.1 19 56 5.5 -0.4
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 33 7.0 +1.2
IGRO iShares International Dividend Growth ETF 0.1 15 60 6.8 +1.0
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 71 5.2 -0.6
AVDV Avantis International Small Cap Value ETF 0.1 36 39 7.6 +1.8
ISCB iShares Morningstar Small-Cap ETF 0.1 4 71 5.5 -0.4
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 6.0 +0.2
VIS Vanguard Industrials ETF 0.1 9 66 3.9 -1.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 69 7.1 +1.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 4 -0.6 -6.5
SPMO Invesco S&P 500 Momentum ETF 0.1 13 62 2.9 -2.9
DXUV Dimensional US Vector Equity ETF 0.1 28 47 5.2 -0.6
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 55 4.8 -1.1
VXF Vanguard Extended Market ETF 0.1 5 70 3.8 -2.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 55 6.2 +0.3
PFM Invesco Dividend Achievers ETF 0.1 53 22 4.8 -1.0
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 69 7.9 +2.1
VIG Vanguard Dividend Appreciation ETF 0.1 5 70 5.1 -0.8
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 17 7.4 +1.6
VYM Vanguard High Dividend Yield Index ETF 0.1 6 69 6.3 +0.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 63 5.3 -0.6
PRXV Praxis Impact Large Cap Value ETF 0.1 36 39 5.6 -0.3
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 65 4.3 -1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 36 3.7 -2.2
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 17 8.6 +2.7
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 47 5.8 -0.1
DISV Dimensional International Small Cap Value ETF 0.0 42 33 8.0 +2.1
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 71 5.8 -0.1
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 60 5.9 +0.0
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 57 5.4 -0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 55 4.2 -1.6
IWD iShares Russell 1000 Value ETF 0.0 19 56 5.3 -0.6
VONV Vanguard Russell 1000 Value ETF 0.0 7 68 5.4 -0.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 64 4.3 -1.6
IWN iShares Russell 2000 Value ETF 0.0 24 51 4.8 -1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 46 4.1 -1.8
SFGV Sequoia Global Value ETF 0.0 23 52 7.2 +1.3
VTWV Vanguard Russell 2000 Value ETF 0.0 10 65 5.0 -0.9
NANR SPDR S&P North American Natural Resources ETF 0.0 35 40 6.2 +0.3
XLSR State Street US Sector Rotation ETF 0.0 70 5 4.3 -1.6
SPEU SPDR Portfolio Europe ETF 0.0 7 68 6.8 +0.9
IEUR iShares Core MSCI Europe ETF 0.0 11 64 6.6 +0.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 30 5.5 -0.3
DFLV Dimensional US Large Cap Value ETF 0.0 22 53 6.1 +0.2
STXV Strive 1000 Value ETF 0.0 18 57 7.0 +1.1
DFSV Dimensional US Small Cap Value ETF 0.0 31 44 8.9 +3.1
VGK Vanguard FTSE Europe ETF 0.0 6 69 6.8 +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:		 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 2.1 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 5.9 %
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.