Global X Lithium & Battery Tech ETF
ALTAR
Score™		 5.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 37.3x P/Sales
ratio		 2.5x
P/BV
ratio		 2.3x 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) $1,543
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 22.1 %
BEIJING SEVENSTAR ELECTRONICS CO., 7.8 %
PANASONIC CORP 6.1 %
TDK CORP 5.6 %
ALBEMARLE CORP 4.5 %
SAMSUNG SDI CO LTD 4.3 %
CONTEMPORARY AMPEREX TECHNOLOGY CO 4.1 %
TESLA MOTORS INC 3.9 %
BYD CO LTD-H 3.8 %
EVE ENERGY CO. LTD. CLASS A 3.6 %
Total 65.7 %

TOP COUNTRY EXPOSURE
CHINA 32.6 %
BRITAIN 22.9 %
JAPAN 12.3 %
UNITED STATES 11.0 %
SOUTH KOREA 9.4 %
AUSTRALIA 7.2 %
CHILE 3.1 %
CANADA 1.0 %
NETHERLANDS 0.4 %
FRANCE 0.1 %

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.
7.2% 70.1% -2.8% 12.4% 6.2%

Market Correlations
versus... Beta R-squared
S&P500 1.49 31%
MSCI EAFE 1.30 35%
MSCI Emg. Mkts. 0.96 46%

Technical Indicators
Recent close $71.69
30d moving avg. $72.83
Annualized volatility 32.2%
Short interest (ETF) 3.4%
Relative strength (RSI) 42

Liquidity measures
Avg. volume (thou.) 232
Turnover 1.1%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $38,778

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 648 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™: 5.6%


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 30.5 65 10 6.4 +0.8
BATT Amplify Lithium & Battery Technology ETF 28.4 59 16 2.0 -3.6
LIMI Themes Lithium & Battery Metal Miners ETF 22.6 35 40 3.6 -2.0
IDRV iShares Self-driving EV & Tech ETF 21.8 47 28 1.5 -4.1
ILIT iShares Lithium Miners and Producers ETF 16.3 47 28 4.2 -1.3
SMOG VanEck Low Carbon Energy ETF 14.6 61 14 1.3 -4.3
IBAT iShares Energy Storage & Materials ETF 14.0 47 28 1.7 -3.9
LITP Sprott Lithium Miners ETF 13.1 65 10 1.3 -4.3
REMX VanEck Rare Earth/Strategic Metals ETF 12.1 54 21 3.4 -2.1
SETM Sprott Energy Transition Materials ETF 11.9 65 10 1.9 -3.7
DRIV Global X Autonomous & Electric Vehicles ETF 11.9 68 7 3.3 -2.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 11.8 39 36 1.1 -4.5
ERTH Invesco MSCI Sustainable Future ETF 11.7 62 13 3.2 -2.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 11.5 58 17 -1.9 -7.5
ION ProShares S&P Global Core Battery Metals ETF 11.2 58 17 6.5 +0.9
CARZ First Trust NASDAQ Global Auto Index Fund 9.5 70 5 2.4 -3.2
CGRO CoreValues Alpha Greater China Growth ETF 8.4 75 0 5.0 -0.6
SLX VanEck Steel ETF 8.4 56 19 10.0 +4.4
ACES ALPS Clean Energy ETF 8.4 55 20 -2.8 -8.4
JCHI JPMorgan Active China ETF 8.4 65 10 15.1 +9.5
KGRN KraneShares MSCI China Clean Technology Index ETF 7.9 79 -4 3.6 -1.9
CLNR IQ Cleaner Transport ETF 7.7 45 30 4.0 -1.6
MOTO SmartETFs Smart Transportation & Technology ETF 7.5 68 7 5.4 -0.2
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 6.8 55 20 6.4 +0.8
GMET VanEck Green Metals ETF 6.5 63 12 1.2 -4.4
MINV Matthews Asia Innovators Active ETF 6.5 79 -4 5.5 -0.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 6.4 32 43 14.1 +8.5
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 6.2 65 10 6.3 +0.7
JIVE JPMorgan International Value ETF 6.1 55 20 7.9 +2.3
RXI iShares Global Consumer Discretionary ETF 5.5 41 34 8.0 +2.5
ICOP iShares Copper and Metals Mining ETF 4.9 47 28 5.5 -0.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.5 40 35 5.4 -0.1
MCH Matthews China Active ETF 4.5 79 -4 14.8 +9.2
FPXI First Trust International Equity Opportunities ETF 4.4 70 5 3.9 -1.7
CTEC Global X CleanTech ETF 4.3 50 25 -0.0 -5.6
XT iShares Exponential Technologies ETF 4.3 46 29 3.9 -1.7
CGGR Capital Group Growth ETF 4.3 39 36 2.6 -3.0
SFYF SoFi Social 50 ETF 4.1 29 46 0.8 -4.8
PBD Invesco Global Clean Energy ETF 4.1 75 0 0.3 -5.3
PBW Invesco WilderHill Clean Energy ETF 4.1 66 9 -3.0 -8.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.9 8 67 4.4 -1.2
YALL God Bless America ETF 3.9 65 10 4.4 -1.2
TRUD VanEck Consumer Disc TruSector ETF 3.9 14 61 2.9 -2.6
FDG American Century Focused Dynamic Growth ETF 3.9 45 30 1.8 -3.8
TEXN iShares Texas Equity ETF 3.9 20 55 5.1 -0.5
AGIQ Sofi Agentic AI ETF 3.9 69 6 6.7 +1.1
ARKK ARK Innovation ETF 3.9 75 0 -2.8 -8.4
IVES Wedbush ETFMG Global Cloud Technology ETF 3.9 68 7 3.5 -2.1
TXS Texas Capital Texas Equity Index ETF 3.9 49 26 4.8 -0.7
BCOR Grayscale Bitcoin Adopters ETF 3.9 59 16 2.2 -3.4
IYC iShares U.S. Consumer Discretionary ETF 3.9 40 35 3.6 -2.0
ARKQ ARK Autonomous Technology & Robotics ETF 3.9 75 0 1.0 -4.6
BOTT Themes Robotics & Automation ETF 3.9 35 40 -4.6 -10.2
VCR Vanguard Consumer Discretionary ETF 3.9 9 66 4.4 -1.2
ARKW ARK Next Generation Internet ETF 3.9 87 -12 0.6 -5.0
FTXR First Trust Nasdaq Transportation ETF 3.9 60 15 6.5 +0.9
GXPD Global X PureCap MSCI Consumer Discretionary ETF 3.9 25 50 3.5 -2.0
LRGE ClearBridge Large Cap Growth ESG ETF 3.9 59 16 2.7 -2.9
XLY Consumer Discretionary Select Sector SPDR 3.9 8 67 4.6 -1.0
HUMN Roundhill Humanoid Robotics ETF 3.9 75 0 1.3 -4.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.8 12 63 3.5 -2.1
KTEC KraneShares Hang Seng TECH Index ETF 3.8 69 6 21.0 +15.4
CHIQ Global X MSCI China Consumer Discretionary ETF 3.8 65 10 13.7 +8.1
OCEN IQ Clean Oceans ETF 3.8 45 30 4.6 -1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.6 9 66 4.1 -1.5
TOPT iShares Top 20 U.S. Stocks ETF 3.6 20 55 3.2 -2.4
IWY iShares Russell Top 200 Growth ETF 3.6 20 55 3.7 -1.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.5 10 65 4.1 -1.5
NACP Impact Shares NAACP Minority Empowerment ETF 3.5 49 26 3.6 -2.0
FELG Fidelity Enhanced Large Cap Growth ETF 3.5 18 57 3.3 -2.3
FXI iShares China Large-Cap ETF 3.4 74 1 20.4 +14.8
QTOP iShares Nasdaq Top 30 Stocks ETF 3.4 20 55 2.8 -2.8
ONEQ Fidelity Nasdaq Composite Index ETF 3.4 21 54 2.9 -2.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.4 75 0 3.1 -2.4
IMOM Alpha Architect International Quantitative Momentum ETF 3.4 49 26 4.5 -1.1
QQQM Invesco NASDAQ 100 ETF 3.3 15 60 3.2 -2.3
QQQ Invesco QQQ Trust Series I 3.3 20 55 3.2 -2.4
TCHI iShares MSCI China Multisector Tech ETF 3.2 59 16 14.4 +8.8
MNZL Manzil Russell Halal USA Broad MarketETF 3.2 40 35 3.8 -1.8
XLG Invesco S&P 500 Top 50 ETF 3.2 20 55 3.6 -2.0
QQMG Invesco ESG NASDAQ 100 ETF 3.1 20 55 3.1 -2.4
RND First Trust Bloomberg R&D Leaders ETF 3.1 60 15 2.4 -3.1
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 66 4.8 -0.8
MGK Vanguard Mega Cap Growth ETF 3.0 7 68 17.1 +11.5
EMC Global X Emerging Markets Great Consumer ETF 3.0 75 0 7.1 +1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.0 10 65 3.6 -2.0
FBOT Fidelity Disruptive Automation ETF 2.9 50 25 2.8 -2.8
VONG Vanguard Russell 1000 Growth ETF 2.9 7 68 3.7 -1.9
IWF iShares Russell 1000 Growth ETF 2.8 19 56 14.7 +9.1
JGRO JPMorgan Active Growth ETF 2.7 44 31 2.5 -3.1
EGUS iShares ESG Aware MSCI USA Growth ETF 2.7 18 57 3.0 -2.6
FFOG Franklin Focused Growth ETF 2.7 61 14 1.6 -4.0
SUSL iShares ESG MSCI USA Leaders ETF 2.7 10 65 4.1 -1.5
DSI iShares MSCI KLD 400 Social ETF 2.7 25 50 4.0 -1.6
IQM Franklin Intelligent Machines ETF 2.6 50 25 1.2 -4.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.6 49 26 7.5 +2.0
BUZZ VanEck Social Sentiment ETF 2.6 75 0 -0.7 -6.2
PRXG Praxis Impact Large Cap Growth ETF 2.6 36 39 3.1 -2.5
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 2.5 75 0 1.9 -3.7
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.5 60 15 6.4 +0.8
VUG Vanguard Growth ETF 2.5 4 71 20.3 +14.8
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 2.5 58 17 5.6 +0.0
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.5 40 35 5.7 +0.2
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.5 60 15 4.2 -1.4
FLCH Franklin FTSE China ETF 2.4 19 56 17.8 +12.2
HLAL Wahed FTSE USA Shariah ETF 2.4 50 25 3.5 -2.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.4 45 30 3.6 -2.0
INCE Franklin Income Equity Focus ETF 2.4 29 46 5.3 -0.3
USMC Principal U.S. Mega-Cap ETF 2.4 12 63 3.5 -2.1
NUEM Nuveen ESG Emerging Markets Equity ETF 2.3 36 39 5.9 +0.4
ETEC iShares Breakthrough Environmental Solutions ETF 2.2 47 28 3.0 -2.6
NUDM Nuveen ESG International Developed Markets Equity ETF 2.2 31 44 5.2 -0.3
AGIX KraneShares Artificial Intelligence and Technology ETF 2.2 99 -24 1.1 -4.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.2 7 68 4.3 -1.3
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.2 45 30 4.3 -1.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 68 4.0 -1.6
FLKR Franklin FTSE South Korea ETF 2.2 9 66 4.3 -1.2
SCHG Schwab U.S. Large-Cap Growth ETF 2.2 4 71 3.3 -2.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.1 9 66 3.9 -1.6
GGRW Gabelli Growth Innovators ETF 2.1 90 -15 2.0 -3.6
STXG Strive 1000 Growth ETF 2.1 18 57 3.2 -2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 75 12.2 +6.6
EWJV iShares MSCI Japan Value ETF 2.1 15 60 6.7 +1.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 56 4.6 -1.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.1 58 17 3.5 -2.1
MDLV Morgan Dempsey Large Cap Value ETF 2.1 58 17 5.8 +0.2
FJP First Trust Japan AlphaDEX Fund 2.0 80 -5 7.4 +1.8
CNRG State Street SPDR S&P Kensho Clean Power ETF 2.0 45 30 -0.0 -5.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 64 4.0 -1.5
DBJP Xtrackers MSCI Japan Hedged Equity ETF 2.0 47 28 4.6 -1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 66 3.8 -1.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.0 75 0 1.8 -3.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.0 10 65 4.1 -1.5
PATN Pacer Nasdaq International Patent Leaders ETF 2.0 65 10 4.0 -1.5
BBJP JPMorgan BetaBuilders Japan ETF 2.0 19 56 5.2 -0.4
EWY iShares MSCI South Korea ETF 1.9 58 17 3.4 -2.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 43 3.8 -1.8
RVRB Reverb ETF 1.9 30 45 3.6 -2.0
OEF iShares S&P 100 ETF 1.9 20 55 3.7 -1.9
FTAG First Trust Indxx Global Agriculture ETF 1.9 70 5 7.0 +1.5
OTGL OTG Latin America ETF 1.9 269 -194 7.6 +2.1
AIQ Global X Artificial Intelligence & Technology ETF 1.9 68 7 2.7 -2.9
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 66 3.9 -1.6
FDMO Fidelity Momentum Factor ETF 1.9 15 60 2.4 -3.1
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -20 2.1 -3.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.9 15 60 4.1 -1.5
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 40 3.2 -2.3
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.8 25 50 5.3 -0.3
MEM Matthews Emerging Markets Equity Active ETF 1.8 79 -4 8.4 +2.8
JPXN iShares JPX-Nikkei 400 ETF 1.8 48 27 5.2 -0.4
VOTE TCW Transform 500 ETF 1.8 5 70 4.0 -1.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 73 4.1 -1.5
PBUS Invesco MSCI USA ETF 1.8 4 71 4.1 -1.5
POW VistaShares Electrification Supercycle ETF 1.8 75 0 2.2 -3.3
XLB Materials Select Sector SPDR 1.8 8 67 5.4 -0.2
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 30 2.4 -3.2
EWJ iShares MSCI Japan ETF 1.8 50 25 4.7 -0.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 45 3.6 -1.9
JPEF JPMorgan Equity Focus ETF 1.8 50 25 3.7 -1.9
CQQQ Invesco China Technology ETF 1.8 70 5 15.5 +9.9
HEWJ iShares Currency Hedged MSCI Japan ETF 1.8 50 25 5.3 -0.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 36 1.1 -4.4
ILCG iShares Morningstar Growth ETF 1.8 4 71 3.1 -2.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 61 4.0 -1.5
KLMN Invesco MSCI North America Climate ETF 1.7 9 66 4.2 -1.4
HDUS Hartford Disciplined US Equity ETF 1.7 19 56 4.6 -1.0
FLJP Franklin FTSE Japan ETF 1.7 9 66 5.2 -0.4
GRNY Fundstrat Granny Shots US Large Cap ETF 1.7 75 0 2.1 -3.5
HAP VanEck Natural Resources ETF 1.7 50 25 6.7 +1.2
THRO iShares U.S. Thematic Rotation Active ETF 1.7 90 -15 3.0 -2.6
DXJ WisdomTree Japan Hedged Equity Fund 1.7 48 27 5.2 -0.4
RAUS RACWI US ETF 1.7 15 60 4.0 -1.6
TMFC Motley Fool 100 Index ETF 1.7 50 25 2.9 -2.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 67 4.3 -1.3
MGC Vanguard Mega Cap ETF 1.7 7 68 3.8 -1.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 63 3.8 -1.8
SPHB Invesco S&P 500 High Beta ETF 1.7 25 50 3.5 -2.1
TOPC iShares S&P 500 3% Capped ETF 1.7 15 60 4.2 -1.3
MCHI iShares MSCI China ETF 1.7 59 16 20.0 +14.4
FLJH Franklin FTSE Japan Hedged ETF 1.7 9 66 5.0 -0.6
IWL iShares Russell Top 200 ETF 1.7 15 60 3.8 -1.8
NBDS Neuberger Berman Disrupters ETF 1.6 55 20 0.7 -4.9
BOTZ Global X Robotics & Artificial Intelligence ETF 1.6 69 6 1.9 -3.6
GXLC Global X U.S. 500 ETF 1.6 2 73 4.0 -1.6
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 66 4.0 -1.6
XNTK State Street SPDR NYSE Technology ETF 1.6 35 40 2.4 -3.1
VOOG Vanguard S&P 500 Growth ETF 1.6 7 68 18.2 +12.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.6 4 71 3.0 -2.6
PICK iShares MSCI Global Metals & Mining Producers ETF 1.6 39 36 8.1 +2.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.6 60 15 7.8 +2.3
IVW iShares S&P 500 Growth ETF 1.6 18 57 2.9 -2.7
XVV iShares ESG Screened S&P 500 ETF 1.6 8 67 4.0 -1.6
USRD Themes US R&D Champions ETF 1.6 29 46 4.0 -1.6
FBCG Fidelity Blue Chip Growth ETF 1.6 59 16 2.2 -3.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.6 25 50 4.0 -1.6
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 71 3.0 -2.5
ILF iShares Latin America 40 ETF 1.5 48 27 9.5 +3.9
LDEM iShares ESG MSCI EM Leaders ETF 1.5 17 58 12.5 +7.0
FLAU Franklin FTSE Australia ETF 1.5 9 66 5.6 +0.0
JADE JPMorgan Active Developing Markets Equity ETF 1.5 65 10 5.9 +0.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.5 32 43 7.5 +1.9
DTAN Sparkline International Intangible Value ETF 1.5 55 20 6.9 +1.4
OEI Optimized Equity Income ETF 1.5 75 0 3.6 -2.0
ABLD Abacus FCF Real Assets Leaders ETF 1.5 69 6 6.6 +1.0
XCEM Columbia EM Core ex-China ETF 1.5 16 59 5.0 -0.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 55 3.9 -1.7
GPT Intelligent Alpha Atlas ETF 1.4 69 6 6.1 +0.5
EQL Alps Equal Sector Weight ETF 1.4 25 50 5.0 -0.6
SGLC SGI U.S. Large Cap Core ETF 1.4 85 -10 3.5 -2.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 19 6.6 +1.0
TOV JLens 500 Jewish Advocacy U.S. ETF 1.4 18 57 3.8 -1.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 46 3.9 -1.7
CHRI Global X S&P 500 Christian Values ETF 1.4 29 46 3.8 -1.7
VV Vanguard Large-Cap ETF 1.4 4 71 4.0 -1.6
YNOT Horizon Digital Frontier ETF 1.4 75 0 2.5 -3.1
JSML Janus Henderson Small Cap Growth Alpha ETF 1.4 30 45 2.5 -3.0
VOO Vanguard S&P 500 ETF 1.4 3 72 4.1 -1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.4 65 10 4.6 -1.0
SPY SPDR S&P 500 ETF 1.4 9 66 4.0 -1.5
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 73 4.1 -1.5
IVV iShares Core S&P 500 ETF 1.4 3 72 4.1 -1.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 63 4.3 -1.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 50 5.4 -0.2
IYM iShares U.S. Basic Materials ETF 1.4 40 35 4.5 -1.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 60 4.5 -1.1
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 1.4 33 42 6.7 +1.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.4 60 15 4.7 -0.9
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 1.4 65 10 4.7 -0.8
INRO iShares U.S. Industry Rotation Active ETF 1.4 42 33 3.4 -2.1
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -4 3.3 -2.3
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 72 4.0 -1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 66 4.3 -1.3
SUSA iShares MSCI USA ESG Select ETF 1.4 25 50 3.9 -1.7
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 60 4.0 -1.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.4 80 -5 3.7 -1.9
VONE Vanguard Russell 1000 ETF 1.4 7 68 4.1 -1.5
IWB iShares Russell 1000 ETF 1.4 15 60 4.0 -1.5
SCHX Schwab U.S. Large-Cap ETF 1.3 3 72 4.2 -1.4
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 65 4.8 -0.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.3 60 15 4.1 -1.5
ACVF American Conservative Values ETF 1.3 75 0 3.6 -2.0
TMAT Main Thematic Innovation ETF 1.3 164 -89 -1.9 -7.5
DFUS Dimensional U.S. Equity ETF 1.3 9 66 4.0 -1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 50 4.7 -0.9
IWV iShares Russell 3000 ETF 1.3 20 55 3.9 -1.7
IYY iShares Dow Jones U.S. ETF 1.3 20 55 4.0 -1.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 72 4.2 -1.3
VTHR Vanguard Russell 3000 ETF 1.3 7 68 4.0 -1.6
SCHK Schwab 1000 Index ETF 1.3 5 70 4.1 -1.4
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 57 4.2 -1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 66 4.2 -1.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.3 45 30 -1.4 -7.0
VTI Vanguard Total Stock Market ETF 1.3 3 72 4.0 -1.6
GXC SPDR S & P China ETF 1.3 59 16 18.7 +13.1
APUE ActivePassive U.S. Equity ETF 1.3 45 30 3.8 -1.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 10 7.1 +1.5
SCHB Schwab U.S. Broad Market ETF 1.3 3 72 4.1 -1.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 72 4.0 -1.6
ENHU iShares Enhanced Large Cap Core Active ETF 1.2 22 53 4.0 -1.6
DSPY Tema S&P 500 Historical Weight ETF 1.2 18 57 4.3 -1.3
TIIV AAM Todd International Intrinsic Value ETF 1.2 54 21 9.3 +3.7
IPAC iShares Core MSCI Pacific ETF 1.2 9 66 5.3 -0.3
CAML Congress Large Cap Growth ETF 1.2 66 9 2.4 -3.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.2 75 0 2.0 -3.6
FMAT Fidelity MSCI Materials Index ETF 1.2 8 67 5.1 -0.5
DFAU Dimensional US Core Equity Market ETF 1.2 12 63 4.2 -1.4
CVAR Cultivar ETF 1.2 87 -12 6.7 +1.2
IVE iShares S&P 500 Value ETF 1.2 18 57 5.4 -0.2
VPL Vanguard FTSE Pacific ETF 1.2 7 68 5.1 -0.4
VOOV Vanguard S&P 500 Value ETF 1.2 7 68 5.5 -0.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.2 4 71 5.5 -0.0
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 36 6.9 +1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 40 10.6 +5.0
GQI Natixis Gateway Quality Income ETF 1.2 34 41 4.5 -1.0
IUSV iShares Core S&P US Value ETF 1.1 4 71 5.7 +0.1
GINN Goldman Sachs Innovate Equity ETF 1.1 52 23 3.6 -2.0
FIVA Fidelity International Value Factor ETF 1.1 18 57 7.0 +1.4
URTH iShares MSCI World ETF 1.1 24 51 4.2 -1.4
DEHP Dimensional Emerging Markets High Profitability ETF 1.1 41 34 4.8 -0.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 40 4.5 -1.1
SFY SoFi Select 500 ETF 1.1 0 75 3.7 -1.9
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.1 25 50 6.0 +0.4
AVIV Avantis International Large Cap Value ETF 1.1 25 50 6.7 +1.1
BRIF FIS Bright Portfolios Focused Equity ETF 1.1 65 10 3.2 -2.3
MXI iShares Global Materials ETF 1.1 41 34 6.0 +0.4
TOK iShares MSCI Kokusai ETF 1.1 26 49 4.2 -1.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.1 14 61 5.1 -0.4
JIG JPMorgan International Growth ETF 1.1 55 20 3.6 -2.0
ACWI iShares MSCI ACWI ETF 1.0 32 43 4.5 -1.0
XMMO Invesco S&P MidCap Momentum ETF 1.0 34 41 3.5 -2.1
NIKL Sprott Nickel Miners ETF 1.0 75 0 9.0 +3.4
ILCV iShares Morningstar Value ETF 1.0 4 71 5.1 -0.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 15 5.5 -0.1
LRGF iShares U.S. Equity Factor ETF 1.0 8 67 4.5 -1.1
VT Vanguard Total World Stock ETF 1.0 6 69 4.9 -0.7
GSPY Gotham Enhanced 500 ETF 1.0 50 25 4.2 -1.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 14 -0.7 -6.3
TAX Cambria Tax Aware ETF 1.0 49 26 3.9 -1.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.0 42 33 4.0 -1.6
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 50 4.4 -1.2
BKF iShares MSCI BIC ETF 1.0 69 6 14.4 +8.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 66 4.7 -0.8
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -20 2.3 -3.3
MODL VictoryShares WestEnd U.S. Sector ETF 1.0 42 33 3.9 -1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 55 4.6 -1.0
SMOT VanEck Morningstar SMID Moat ETF 0.9 49 26 6.1 +0.5
BUL Pacer US Cash Cows Growth ETF 0.9 60 15 3.3 -2.3
IVLU iShares MSCI Intl Value Factor ETF 0.9 30 45 7.8 +2.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 45 3.7 -1.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.9 58 17 5.1 -0.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.9 19 56 7.1 +1.5
EQWL Invesco S&P 100 Equal Weight ETF 0.9 25 50 5.2 -0.4
AVDE Avantis International Equity ETF 0.9 23 52 6.0 +0.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 20 3.0 -2.5
JHEM John Hancock Multifactor Emerging Markets ETF 0.9 49 26 7.5 +1.9
FENI Fidelity Enhanced International ETF 0.9 28 47 5.6 +0.0
IQDG WisdomTree International Quality Dividend Growth Fund 0.9 42 33 5.5 -0.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.9 30 45 3.9 -1.6
VAW Vanguard Materials ETF 0.9 9 66 5.1 -0.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 40 3.3 -2.3
POWR iShares U.S. Power Infrastructure ETF 0.9 40 35 4.0 -1.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.9 45 30 6.6 +1.0
AIA iShares Asia 50 ETF 0.9 50 25 7.6 +2.0
ROE Astoria US Quality Kings ETF 0.8 49 26 5.1 -0.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 30 1.9 -3.7
JHML John Hancock Multifactor Large Cap ETF 0.8 29 46 4.3 -1.2
AVUS Avantis U.S. Equity ETF 0.8 15 60 4.6 -1.0
EEMA iShares MSCI Emerging Markets Asia ETF 0.8 49 26 7.5 +1.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.8 20 55 0.8 -4.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.8 20 55 5.5 -0.1
DTEC ALPS Disruptive Technologies ETF 0.8 50 25 3.4 -2.2
BKEM BNY Mellon Emerging Markets Equity ETF 0.8 11 64 24.0 +18.5
IQSI IQ Candriam International Equity ETF 0.8 15 60 5.4 -0.2
PY Principal Value ETF 0.8 15 60 6.8 +1.2
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 57 4.5 -1.1
AVUQ Avantis U.S. Quality ETF 0.8 15 60 3.6 -2.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.8 15 60 4.9 -0.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.8 66 9 7.3 +1.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.8 36 39 7.5 +2.0
ESGE iShares ESG Aware MSCI EM ETF 0.8 25 50 8.2 +2.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.8 60 15 5.9 +0.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.8 15 60 8.8 +3.2
DFAE Dimensional Emerging Core Equity Market ETF 0.7 35 40 7.0 +1.4
VAMO Cambria Value & Momentum ETF 0.7 61 14 5.1 -0.5
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 4.5 -1.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.7 25 50 7.2 +1.6
GOP Unusual Whales Subversive Republican Trading ETF 0.7 50 25 4.1 -1.5
BAI iShares AI Innovation and Tech Active ETF 0.7 55 20 1.0 -4.6
FXZ First Trust Materials AlphaDEX Fund 0.7 61 14 6.8 +1.3
BGRO iShares Large Cap Growth Active ETF 0.7 55 20 1.8 -3.7
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 10 6.7 +1.1
ICAP InfraCap Equity Income Fund ETF 0.7 171 -96 4.3 -1.3
EPS WisdomTree U.S. LargeCap Fund 0.7 8 67 4.6 -1.0
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.7 88 -13 8.4 +2.8
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 30 4.2 -1.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.7 70 5 6.9 +1.3
FESM Fidelity Enhanced Small Cap ETF 0.7 28 47 2.1 -3.5
VSGX Vanguard ESG International Stock ETF 0.7 10 65 6.4 +0.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.7 30 45 7.9 +2.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.7 15 60 8.0 +2.4
ZAP Global X U.S. Electrification ETF 0.7 50 25 3.5 -2.1
AIPO Defiance AI & Power Infrastructure ETF 0.7 69 6 0.8 -4.8
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 37 7.8 +2.2
RFFC ALPS Active Equity Opportunity ETF 0.7 48 27 3.6 -2.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 5 2.0 -3.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 26 5.9 +0.4
UIVM VictoryShares International Value Momentum ETF 0.6 35 40 7.7 +2.2
VIGI Vanguard International Dividend Appreciation ETF 0.6 10 65 5.8 +0.3
EWA iShares MSCI Australia ETF 0.6 50 25 5.1 -0.5
SDG iShares MSCI Global Sustainable Development Goals ETF 0.6 49 26 4.5 -1.1
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.6 69 6 7.6 +2.0
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 62 1.7 -3.9
EEM iShares MSCI Emerging Markets ETF 0.6 69 6 7.8 +2.2
VWO Vanguard FTSE Emerging Markets ETF 0.6 7 68 9.0 +3.5
IMTM iShares MSCI Intl Momentum Factor ETF 0.6 30 45 4.6 -0.9
GLOF iShares Global Equity Factor ETF 0.6 20 55 5.4 -0.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 57 6.2 +0.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.6 50 25 8.2 +2.6
QINT American Century Quality Diversified International ETF 0.6 39 36 6.4 +0.8
WWJD Inspire International ETF 0.6 80 -5 6.1 +0.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.6 38 37 7.0 +1.5
GVLU Gotham 1000 Value ETF 0.6 50 25 7.8 +2.2
PSC Principal U.S. Small-Cap ETF 0.6 38 37 3.4 -2.2
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 13 1.5 -4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 68 5.1 -0.5
JHMD John Hancock Multifactor Developed International ETF 0.6 39 36 6.0 +0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 46 5.4 -0.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.6 30 45 7.5 +1.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.6 20 55 5.6 +0.1
IEMG iShares Core MSCI Emerging Markets ETF 0.6 9 66 8.2 +2.6
AFSM First Trust Active Factor Small Cap ETF 0.6 75 0 5.3 -0.3
IVSI Applied Finance IVS International Large ETF 0.6 65 10 5.7 +0.1
JAVA JPMorgan Active Value ETF 0.6 44 31 5.2 -0.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 4 71 6.5 +1.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.5 35 40 5.4 -0.1
DWMF WisdomTree International Multifactor Fund 0.5 38 37 6.7 +1.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.5 36 39 5.1 -0.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.5 20 55 5.6 -0.0
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 45 6.3 +0.7
DFIV Dimensional International Value ETF 0.5 27 48 7.5 +1.9
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.5 24 51 5.2 -0.4
DCOR Dimensional US Core Equity 1 ETF 0.5 14 61 4.4 -1.2
JGLO JPMorgan Global Select Equity ETF 0.5 33 42 4.1 -1.4
ROAM Hartford Multifactor Emerging Markets ETF 0.5 44 31 7.5 +2.0
MAGA Point Bridge America First ETF 0.5 72 3 5.0 -0.6
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 59 6.6 +1.0
IUS Invesco RAFI Strategic US ETF 0.5 19 56 5.3 -0.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 34 5.8 +0.2
DGT State Street SPDR Global Dow ETF 0.5 50 25 5.5 -0.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 15 6.5 +0.9
EFV iShares MSCI EAFE Value ETF 0.5 34 41 7.2 +1.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.5 20 55 5.4 -0.2
BKIE BNY Mellon International Equity ETF 0.5 4 71 17.4 +11.8
STXM Strive Mid-Cap ETF 0.5 18 57 5.9 +0.4
VXUS Vanguard Total International Stock ETF 0.5 5 70 6.5 +0.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 40 6.7 +1.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 45 6.3 +0.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.5 41 34 6.9 +1.3
RWL Invesco S&P 500 Revenue ETF 0.5 39 36 5.5 -0.1
BLES Inspire Global Hope ETF 0.5 61 14 5.5 -0.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 41 6.2 +0.6
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 10 3.5 -2.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.5 12 63 6.0 +0.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 71 16.4 +10.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -4 3.9 -1.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.5 49 26 8.5 +2.9
VEA Vanguard FTSE Developed Markets ETF 0.5 3 72 5.8 +0.2
DOL WisdomTree International LargeCap Dividend Fund 0.5 48 27 5.4 -0.1
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.5 45 30 9.4 +3.9
EFA iShares MSCI EAFE ETF 0.5 35 40 5.5 -0.0
HEFA iShares Currency Hedged MSCI EAFE ETF 0.5 35 40 5.5 -0.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 72 5.7 +0.1
SCHF Schwab International Equity ETF 0.5 6 69 5.8 +0.2
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 68 6.4 +0.9
IEFA iShares Core MSCI EAFE ETF 0.5 7 68 5.9 +0.3
TRFM AAM Transformers ETF 0.5 49 26 0.9 -4.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 40 6.1 +0.5
CCSO Carbon Collective Climate Solutions US Equity ETF 0.4 35 40 0.9 -4.6
PSET Principal Quality ETF 0.4 15 60 4.7 -0.9
IWO iShares Russell 2000 Growth ETF 0.4 24 51 0.5 -5.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 36 6.6 +1.0
SSPY Syntax Stratified LargeCap ETF 0.4 30 45 5.8 +0.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 15 -0.9 -6.5
EFG iShares MSCI EAFE Growth ETF 0.4 36 39 3.7 -1.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 63 4.8 -0.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 35 6.0 +0.5
EPP iShares MSCI Pacific ex-Japan ETF 0.4 47 28 4.7 -0.8
CZA Invesco Zacks Mid-Cap ETF 0.4 72 3 5.5 -0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 51 5.7 +0.1
AVSD Avantis Responsible International Equity ETF 0.4 23 52 5.7 +0.2
SCHE Schwab Emerging Markets Equity ETF 0.4 11 64 9.3 +3.7
APIE ActivePassive International Equity ETF 0.4 45 30 6.2 +0.6
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 71 5.8 +0.3
CIL VictoryShares International Volatility Wtd ETF 0.4 45 30 5.9 +0.3
PRF Invesco FTSE RAFI US 1000 ETF 0.4 34 41 5.4 -0.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.4 33 42 6.1 +0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 50 7.2 +1.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 10 65 4.1 -1.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.4 15 60 4.0 -1.5
GWX SPDR S&P International Small Cap ETF 0.4 40 35 5.9 +0.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 58 4.0 -1.6
NIXT Research Affiliates Deletions ETF 0.4 9 66 5.9 +0.3
PKW Invesco Buyback Achievers ETF 0.4 62 13 6.9 +1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 66 5.0 -0.6
CBSE Clough Select Equity ETF 0.4 85 -10 0.4 -5.2
DFAI Dimensional International Core Equity Market ETF 0.4 18 57 5.9 +0.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 36 6.8 +1.2
DFEV Dimensional Emerging Markets Value ETF 0.4 43 32 9.4 +3.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 71 14.7 +9.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.4 24 51 6.8 +1.2
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 55 5.6 +0.0
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 26 13.1 +7.5
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 36 8.3 +2.8
SPEM SPDR Portfolio Emerging Markets ETF 0.4 7 68 9.4 +3.8
STXI Strive International Developed Markets ETF 0.4 29 46 6.3 +0.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.4 15 60 6.0 +0.4
USMF WisdomTree U.S. Multifactor Fund 0.4 28 47 6.4 +0.8
BIBL Inspire 100 ETF 0.4 35 40 4.1 -1.5
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 33 5.7 +0.1
FVD First Trust Value Line Dividend Index Fund 0.3 65 10 5.5 -0.1
VTWG Vanguard Russell 2000 Growth ETF 0.3 10 65 0.6 -5.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 56 4.9 -0.7
STXK Strive Small-Cap ETF 0.3 18 57 4.9 -0.7
DFIC Dimensional International Core Equity 2 ETF 0.3 23 52 6.1 +0.5
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 50 5.1 -0.5
AVEM Avantis Emerging Markets Equity ETF 0.3 33 42 7.0 +1.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 57 5.8 +0.3
WSML iShares MSCI World Small-Cap ETF 0.3 15 60 5.2 -0.4
STXE Strive Emerging Markets Ex-China ETF 0.3 32 43 5.2 -0.3
STOX Horizon Core Equity ETF 0.3 70 5 3.4 -2.1
SFTY Horizon Managed Risk ETF 0.3 77 -2 3.4 -2.2
EWN iShares MSCI Netherlands ETF 0.3 50 25 4.4 -1.2
AVSE Avantis Responsible Emerging Markets Equity ETF 0.3 33 42 6.6 +1.0
AVDS Avantis International Small Cap Equity ETF 0.3 30 45 5.9 +0.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.3 59 16 8.5 +2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 60 6.5 +0.9
TPIF Timothy Plan International ETF 0.3 62 13 5.4 -0.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 10 1.3 -4.3
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -31 9.6 +4.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -5 9.2 +3.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 15 5.9 +0.4
JIRE JPMorgan International Research Enhanced Equity ETF 0.3 24 51 5.6 -0.0
EBI Longview Advantage ETF 0.3 35 40 5.7 +0.1
VBR Vanguard Small Cap Value ETF 0.3 7 68 7.4 +1.9
ROUS Hartford Multifactor US Equity ETF 0.3 19 56 5.2 -0.4
EZM WisdomTree U.S. MidCap Fund 0.3 38 37 7.6 +2.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 58 4.5 -1.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 50 5.9 +0.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 50 5.9 +0.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 50 5.8 +0.2
SMMD iShares Russell 2500 ETF 0.3 15 60 5.2 -0.3
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 36 13.3 +7.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 51 6.9 +1.3
ARGT Global X MSCI Argentina ETF 0.3 59 16 3.3 -2.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 55 5.9 +0.4
GEW Cambria Global EW ETF 0.3 29 46 5.2 -0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 58 4.7 -0.9
RSSL Global X Russell 2000 ETF 0.3 8 67 2.5 -3.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 55 3.7 -1.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 50 5.9 +0.4
SMOX Horizon Small/Mid Cap Core Equity ETF 0.3 75 0 5.1 -0.5
VB Vanguard Small-Cap ETF 0.3 5 70 5.0 -0.6
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 71 5.7 +0.1
USEW Cambria US EW ETF 0.3 30 45 4.0 -1.6
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 23 6.2 +0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 60 5.9 +0.3
ECON Columbia Emerging Markets Consumer ETF 0.3 49 26 6.6 +1.0
AFLG First Trust Active Factor Large Cap ETF 0.2 55 20 4.8 -0.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 46 6.1 +0.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 30 8.0 +2.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 35 5.5 -0.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 55 5.5 -0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 0.2 80 -5 3.5 -2.1
IWM iShares Russell 2000 ETF 0.2 19 56 2.5 -3.1
MADE iShares U.S. Manufacturing ETF 0.2 40 35 3.4 -2.2
DXIV Dimensional International Vector Equity ETF 0.2 34 41 6.5 +0.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 63 5.7 +0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 60 4.7 -0.9
DWM WisdomTree International Equity Fund 0.2 48 27 5.4 -0.2
ISMD Inspire Small/Mid Cap ETF 0.2 54 21 4.6 -1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.2 64 11 1.2 -4.4
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 47 8.1 +2.5
SDY State Street SPDR S&P Dividend ETF 0.2 35 40 5.9 +0.3
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 66 6.4 +0.8
DFAS Dimensional U.S. Small Cap ETF 0.2 26 49 5.2 -0.3
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 60 4.7 -0.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 35 3.4 -2.1
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 22 5.1 -0.5
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 52 5.7 +0.1
VBK Vanguard Small-Cap Growth ETF 0.2 7 68 1.2 -4.4
VTWO Vanguard Russell 2000 ETF 0.2 7 68 2.6 -3.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 36 7.3 +1.8
IJH iShares Core S&P Mid-Cap ETF 0.2 5 70 5.9 +0.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 72 5.9 +0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 68 5.9 +0.3
INTF iShares International Equity Factor ETF 0.2 15 60 6.3 +0.7
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 51 5.5 -0.1
DIHP Dimensional International High Profitability ETF 0.2 29 46 5.6 +0.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 36 6.1 +0.5
BRF VanEck Brazil Small-Cap ETF 0.2 66 9 12.0 +6.4
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 50 7.5 +1.9
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 16 12.2 +6.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.2 12 63 5.1 -0.4
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.2 75 0 6.3 +0.8
DFIS Dimensional International Small Cap ETF 0.2 39 36 6.0 +0.5
CNYA iShares MSCI China A ETF 0.2 60 15 6.5 +1.0
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 33 5.2 -0.3
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 55 7.0 +1.4
FDEM Fidelity Emerging Markets Multifactor ETF 0.2 25 50 10.4 +4.8
QGRO American Century U.S. Quality Growth ETF 0.2 29 46 3.9 -1.7
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 60 6.2 +0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 17 5.1 -0.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 45 5.9 +0.3
FRDM Freedom 100 Emerging Markets ETF 0.2 49 26 5.4 -0.2
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 52 5.1 -0.5
VALQ American Century U.S. Quality Value ETF 0.2 29 46 6.9 +1.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 41 5.1 -0.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.1 80 -5 6.9 +1.3
SCHA Schwab U.S. Small-Cap ETF 0.1 4 71 4.2 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 69 2.6 -3.0
EUSA iShares MSCI USA Equal Weighted ETF 0.1 9 66 5.3 -0.3
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 50 8.9 +3.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 3.9 -1.7
VFMF Vanguard U.S. Multifactor ETF 0.1 18 57 6.2 +0.6
IXN iShares Global Tech ETF 0.1 41 34 2.6 -3.0
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 5 6.6 +1.0
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.3 -2.3
IWS iShares Russell Mid-Cap Value ETF 0.1 23 52 5.7 +0.1
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 40 5.1 -0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 35 5.1 -0.5
HEDJ WisdomTree Europe Hedged Equity Fund 0.1 58 17 5.8 +0.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 4 -0.6 -6.2
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 52 7.1 +1.6
SIZE iShares MSCI USA Size Factor ETF 0.1 15 60 5.3 -0.3
FIDU Fidelity MSCI Industrial Index ETF 0.1 8 67 3.5 -2.1
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 5.0 -0.6
AIEQ AI Powered Equity ETF 0.1 75 0 3.6 -2.0
SCHC Schwab International Small-Cap Equity ETF 0.1 11 64 6.6 +1.0
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -14 4.2 -1.4
IGRO iShares International Dividend Growth ETF 0.1 15 60 6.5 +0.9
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 17 7.5 +1.9
PTL Inspire 500 ETF 0.1 9 66 4.3 -1.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 60 4.9 -0.7
ISCB iShares Morningstar Small-Cap ETF 0.1 4 71 5.1 -0.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 67 6.3 +0.8
AVDV Avantis International Small Cap Value ETF 0.1 36 39 7.7 +2.1
IWR iShares Russell Midcap ETF 0.1 19 56 5.1 -0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 69 3.2 -2.4
VIS Vanguard Industrials ETF 0.1 9 66 3.5 -2.1
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 5.8 +0.2
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 33 6.6 +1.0
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 71 5.0 -0.6
DXUV Dimensional US Vector Equity ETF 0.1 28 47 5.0 -0.6
SPMO Invesco S&P 500 Momentum ETF 0.1 13 62 2.9 -2.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 69 6.6 +1.1
VXF Vanguard Extended Market ETF 0.1 5 70 3.6 -2.0
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 55 4.5 -1.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 55 5.8 +0.2
PFM Invesco Dividend Achievers ETF 0.1 53 22 4.5 -1.0
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 69 7.2 +1.7
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 17 7.3 +1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 63 5.1 -0.5
DISV Dimensional International Small Cap Value ETF 0.1 42 33 7.9 +2.3
VIG Vanguard Dividend Appreciation ETF 0.1 5 70 4.8 -0.8
VYM Vanguard High Dividend Yield Index ETF 0.1 6 69 5.9 +0.3
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 65 4.2 -1.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 36 3.3 -2.2
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 17 8.5 +2.9
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 47 5.5 -0.1
PRXV Praxis Impact Large Cap Value ETF 0.0 36 39 5.3 -0.3
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 71 5.4 -0.1
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 60 5.6 +0.0
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 57 5.2 -0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 55 4.1 -1.5
IWD iShares Russell 1000 Value ETF 0.0 19 56 5.0 -0.6
VONV Vanguard Russell 1000 Value ETF 0.0 7 68 5.1 -0.5
VTWV Vanguard Russell 2000 Value ETF 0.0 10 65 4.6 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 64 4.2 -1.4
IWN iShares Russell 2000 Value ETF 0.0 24 51 4.4 -1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 46 3.9 -1.7
DFLV Dimensional US Large Cap Value ETF 0.0 22 53 5.8 +0.3
NANR SPDR S&P North American Natural Resources ETF 0.0 35 40 6.4 +0.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 30 5.3 -0.3
SPEU SPDR Portfolio Europe ETF 0.0 7 68 6.3 +0.7
IEUR iShares Core MSCI Europe ETF 0.0 11 64 6.2 +0.6
STXV Strive 1000 Value ETF 0.0 18 57 6.6 +1.0
DFSV Dimensional US Small Cap Value ETF 0.0 31 44 8.3 +2.7
VGK Vanguard FTSE Europe ETF 0.0 6 69 6.3 +0.8

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 2.2 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 5.6 %
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.