Global X Lithium & Battery Tech ETF
ALTAR
Score™		 5.0% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 40.8x P/Sales
ratio		 2.7x
P/BV
ratio		 2.5x Div.
yield		 1.5%


  • 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) $2,006
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 20.2 %
TDK CORP 6.1 %
ALBEMARLE CORP 5.5 %
SAMSUNG SDI CO LTD 5.3 %
BEIJING SEVENSTAR ELECTRONICS CO., 5.1 %
PANASONIC CORP 4.7 %
TESLA MOTORS INC 4.2 %
LG ENERGY SOLUTION LTD. 3.8 %
PILBARA MINERALS LIMITED 3.6 %
CONTEMPORARY AMPEREX TECHNOLOGY CO 3.6 %
Total 62.0 %

TOP COUNTRY EXPOSURE
CHINA 30.8 %
BRITAIN 20.2 %
UNITED STATES 12.2 %
SOUTH KOREA 11.9 %
JAPAN 10.8 %
AUSTRALIA 8.9 %
CHILE 3.2 %
CANADA 1.5 %
NETHERLANDS 0.5 %
FRANCE 0.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
34.4% 141.9% 6.3% 15.2% 7.8%

Market Correlations
versus... Beta R-squared
S&P500 1.40 25%
MSCI EAFE 1.16 28%
MSCI Emg. Mkts. 1.08 43%

Technical Indicators
Recent close $78.30
30d moving avg. $86.21
Annualized volatility 32.2%
Short interest (ETF) 3.4%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 521
Turnover 2.0%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $38,778

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 645 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™: 5.0%


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
(%)
BATT Amplify Lithium & Battery Technology ETF 31.1 59 16 1.9 -3.1
EV Mast Global Battery Recycling & Production ETF 30.6 65 10 6.3 +1.3
LIMI Themes Lithium & Battery Metal Miners ETF 26.3 35 40 2.8 -2.2
IDRV iShares Self-driving EV & Tech ETF 25.4 47 28 1.3 -3.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 23.2 45 30 -0.9 -5.9
ION ProShares S&P Global Core Battery Metals ETF 19.9 58 17 5.9 +0.9
ILIT iShares Lithium Miners and Producers ETF 18.7 47 28 3.3 -1.7
SMOG VanEck Low Carbon Energy ETF 16.3 61 14 1.2 -3.8
LITP Sprott Lithium Miners ETF 15.4 65 10 0.8 -4.1
REMX VanEck Rare Earth/Strategic Metals ETF 14.3 54 21 2.7 -2.3
CLNR IQ Cleaner Transport ETF 13.9 45 30 3.9 -1.1
DRIV Global X Autonomous & Electric Vehicles ETF 13.5 68 7 2.9 -2.1
IBAT iShares Energy Storage & Materials ETF 12.2 47 28 1.5 -3.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 11.7 39 36 0.9 -4.1
SETM Sprott Energy Transition Materials ETF 11.6 65 10 1.7 -3.3
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 11.0 58 17 -1.7 -6.7
SLX VanEck Steel ETF 9.9 56 19 10.1 +5.1
ERTH Invesco MSCI Sustainable Future ETF 9.7 62 13 3.0 -2.0
CGRO CoreValues Alpha Greater China Growth ETF 9.3 75 0 5.2 +0.2
MOTO SmartETFs Smart Transportation & Technology ETF 9.1 68 7 5.2 +0.2
CARZ First Trust NASDAQ Global Auto Index Fund 8.9 70 5 2.2 -2.8
ACES ALPS Clean Energy ETF 8.4 55 20 -2.5 -7.4
JCHI JPMorgan Active China ETF 8.1 65 10 15.5 +10.5
GMET VanEck Green Metals ETF 7.7 63 12 0.5 -4.5
OCEN IQ Clean Oceans ETF 6.8 45 30 4.6 -0.4
KGRN KraneShares MSCI China Clean Technology Index ETF 6.6 79 -4 3.4 -1.6
CXSE WisdomTree China ex-State-Owned Enterprises Fund 6.4 32 43 13.7 +8.8
MINV Matthews Asia Innovators Active ETF 6.3 79 -4 5.1 +0.1
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 6.1 55 20 6.3 +1.3
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 5.9 65 10 6.1 +1.1
RXI iShares Global Consumer Discretionary ETF 5.8 41 34 8.2 +3.2
XT iShares Exponential Technologies ETF 5.4 46 29 3.8 -1.1
CTEC Global X CleanTech ETF 5.3 50 25 -0.1 -5.1
PBW Invesco WilderHill Clean Energy ETF 5.0 66 9 -2.7 -7.6
CGGR Capital Group Growth ETF 4.7 39 36 2.6 -2.4
JIVE JPMorgan International Value ETF 4.7 55 20 8.4 +3.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.6 40 35 5.6 +0.6
TCHI iShares MSCI China Multisector Tech ETF 4.5 59 16 13.4 +8.4
SFYF SoFi Social 50 ETF 4.5 29 46 0.8 -4.2
MNZL Manzil Russell Halal USA Broad MarketETF 4.3 40 35 3.7 -1.2
PBD Invesco Global Clean Energy ETF 4.2 75 0 0.2 -4.8
FDG American Century Focused Dynamic Growth ETF 4.2 45 30 1.7 -3.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.2 8 67 4.5 -0.5
LRGE ClearBridge Large Cap Growth ESG ETF 4.2 59 16 2.7 -2.3
TXS Texas Capital Texas Equity Index ETF 4.2 49 26 5.0 +0.1
AGIX KraneShares Artificial Intelligence and Technology ETF 4.2 99 -24 1.0 -3.9
ARKK ARK Innovation ETF 4.2 75 0 -3.0 -7.9
ARKQ ARK Autonomous Technology & Robotics ETF 4.2 75 0 0.9 -4.1
ARKW ARK Next Generation Internet ETF 4.2 87 -12 0.7 -4.3
FTXR First Trust Nasdaq Transportation ETF 4.2 60 15 6.6 +1.6
TRUD VanEck Consumer Disc TruSector ETF 4.2 14 61 3.0 -2.0
XLY Consumer Discretionary Select Sector SPDR 4.2 8 67 4.5 -0.5
VCR Vanguard Consumer Discretionary ETF 4.2 9 66 4.5 -0.5
YALL God Bless America ETF 4.2 65 10 4.4 -0.5
BOTT Themes Robotics & Automation ETF 4.2 35 40 -4.1 -9.1
BCOR Grayscale Bitcoin Adopters ETF 4.2 59 16 2.0 -3.0
AGIQ Sofi Agentic AI ETF 4.2 69 6 6.8 +1.8
HUMN Roundhill Humanoid Robotics ETF 4.2 75 0 1.1 -3.9
MFMO Motley Fool Momentum Factor ETF 4.2 50 25 2.0 -3.0
GXPD Global X PureCap MSCI Consumer Discretionary ETF 4.2 25 50 3.6 -1.4
IYC iShares U.S. Consumer Discretionary ETF 4.2 40 35 3.6 -1.4
TEXN iShares Texas Equity ETF 4.2 20 55 4.9 -0.1
TOPT iShares Top 20 U.S. Stocks ETF 4.2 20 55 3.2 -1.8
IVES Wedbush ETFMG Global Cloud Technology ETF 4.2 68 7 3.5 -1.5
MGK Vanguard Mega Cap Growth ETF 4.0 7 68 16.8 +11.8
QTOP iShares Nasdaq Top 30 Stocks ETF 3.9 20 55 2.7 -2.2
SCHG Schwab U.S. Large-Cap Growth ETF 3.9 4 71 3.3 -1.7
RND First Trust Bloomberg R&D Leaders ETF 3.9 60 15 2.5 -2.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.9 10 65 3.6 -1.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.8 12 63 3.4 -1.6
MCH Matthews China Active ETF 3.8 79 -4 14.6 +9.6
NACP Impact Shares NAACP Minority Empowerment ETF 3.7 49 26 3.6 -1.3
EGUS iShares ESG Aware MSCI USA Growth ETF 3.7 18 57 3.0 -2.0
ICOP iShares Copper and Metals Mining ETF 3.7 47 28 5.6 +0.6
SUSL iShares ESG MSCI USA Leaders ETF 3.6 10 65 4.2 -0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.6 9 66 4.2 -0.8
HLAL Wahed FTSE USA Shariah ETF 3.6 50 25 3.6 -1.4
DSI iShares MSCI KLD 400 Social ETF 3.6 25 50 4.1 -0.9
IQM Franklin Intelligent Machines ETF 3.5 50 25 1.1 -3.9
NUEM Nuveen ESG Emerging Markets Equity ETF 3.5 36 39 6.1 +1.1
ONEQ Fidelity Nasdaq Composite Index ETF 3.5 21 54 2.9 -2.1
IWF iShares Russell 1000 Growth ETF 3.5 19 56 14.2 +9.2
VONG Vanguard Russell 1000 Growth ETF 3.5 7 68 3.5 -1.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.5 49 26 7.3 +2.3
IWY iShares Russell Top 200 Growth ETF 3.4 20 55 3.5 -1.5
PRXG Praxis Impact Large Cap Growth ETF 3.4 36 39 3.1 -1.9
XLG Invesco S&P 500 Top 50 ETF 3.4 20 55 3.6 -1.4
QQQ Invesco QQQ Trust Series I 3.4 20 55 3.2 -1.8
QQQM Invesco NASDAQ 100 ETF 3.4 15 60 3.2 -1.8
CVAR Cultivar ETF 3.4 87 -12 7.2 +2.2
FBOT Fidelity Disruptive Automation ETF 3.4 50 25 2.9 -2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.4 10 65 4.2 -0.8
VUG Vanguard Growth ETF 3.3 4 71 20.1 +15.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.3 45 30 3.5 -1.4
SAMM Strategas Macro Momentum ETF 3.2 66 9 3.7 -1.3
SPHB Invesco S&P 500 High Beta ETF 3.2 25 50 3.6 -1.4
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 3.1 75 0 1.8 -3.2
FFOG Franklin Focused Growth ETF 3.1 61 14 1.6 -3.4
KTEC KraneShares Hang Seng TECH Index ETF 3.1 69 6 21.0 +16.0
CHIQ Global X MSCI China Consumer Discretionary ETF 3.1 65 10 13.7 +8.7
FXI iShares China Large-Cap ETF 3.1 74 1 21.0 +16.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.0 8 67 4.4 -0.6
TIME Clockwise Core Equity & Innovation ETF 2.9 95 -20 2.1 -2.9
FELG Fidelity Enhanced Large Cap Growth ETF 2.9 18 57 3.3 -1.7
JGRO JPMorgan Active Growth ETF 2.9 44 31 2.4 -2.6
FLKR Franklin FTSE South Korea ETF 2.9 9 66 4.3 -0.7
AIEQ AI Powered Equity ETF 2.8 75 0 3.6 -1.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 66 4.9 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.8 7 68 4.4 -0.6
QQMG Invesco ESG NASDAQ 100 ETF 2.7 20 55 3.1 -1.9
BUZZ VanEck Social Sentiment ETF 2.7 75 0 -0.7 -5.7
FLCH Franklin FTSE China ETF 2.7 19 56 18.0 +13.0
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.6 60 15 0.8 -4.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.6 58 17 3.4 -1.6
OEF iShares S&P 100 ETF 2.6 20 55 3.8 -1.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.6 15 60 4.2 -0.8
XLB Materials Select Sector SPDR 2.5 8 67 5.5 +0.5
STXG Strive 1000 Growth ETF 2.5 18 57 3.2 -1.8
FTAG First Trust Indxx Global Agriculture ETF 2.5 70 5 7.2 +2.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.5 40 35 6.0 +1.0
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.5 60 15 6.6 +1.6
QGRW WisdomTree U.S. Quality Growth Fund 2.5 28 47 2.8 -2.2
MDLV Morgan Dempsey Large Cap Value ETF 2.5 58 17 5.8 +0.8
GQQQ Astoria US Quality Growth Kings ETF 2.5 35 40 3.3 -1.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.4 45 30 1.8 -3.1
ETEC iShares Breakthrough Environmental Solutions ETF 2.4 47 28 2.7 -2.3
OTGL OTG Latin America ETF 2.4 269 -194 7.9 +3.0
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 0 2.2 -2.8
RAUS RACWI US ETF 2.3 15 60 4.1 -0.9
INCE Franklin Income Equity Focus ETF 2.3 29 46 5.3 +0.3
TOPC iShares S&P 500 3% Capped ETF 2.3 15 60 4.4 -0.6
TMFC Motley Fool 100 Index ETF 2.3 50 25 3.0 -2.0
MGC Vanguard Mega Cap ETF 2.3 7 68 3.9 -1.1
AIQ Global X Artificial Intelligence & Technology ETF 2.3 68 7 2.7 -2.3
USMC Principal U.S. Mega-Cap ETF 2.3 12 63 3.5 -1.4
IYM iShares U.S. Basic Materials ETF 2.3 40 35 4.5 -0.5
IWL iShares Russell Top 200 ETF 2.2 15 60 3.9 -1.1
PICK iShares MSCI Global Metals & Mining Producers ETF 2.2 39 36 8.0 +3.0
GXLC Global X U.S. 500 ETF 2.2 2 73 4.1 -0.9
GGRW Gabelli Growth Innovators ETF 2.2 90 -15 2.0 -3.0
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 2.2 58 17 5.2 +0.3
EWY iShares MSCI South Korea ETF 2.2 58 17 3.2 -1.7
MEM Matthews Emerging Markets Equity Active ETF 2.2 79 -4 8.5 +3.5
XVV iShares ESG Screened S&P 500 ETF 2.1 8 67 4.1 -0.9
PBUS Invesco MSCI USA ETF 2.1 4 71 4.2 -0.8
VOOG Vanguard S&P 500 Growth ETF 2.1 7 68 18.4 +13.4
IVW iShares S&P 500 Growth ETF 2.1 18 57 2.9 -2.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.1 4 71 3.0 -1.9
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 66 4.1 -0.9
SPXN ProShares S&P 500 Ex-Financials ETF 2.1 9 66 4.0 -1.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.1 60 15 4.2 -0.8
ILCG iShares Morningstar Growth ETF 2.1 4 71 3.0 -2.0
IMOM Alpha Architect International Quantitative Momentum ETF 2.0 49 26 4.2 -0.8
IUSG iShares Core S&P U.S. Growth ETF 2.0 4 71 3.1 -1.9
KLMN Invesco MSCI North America Climate ETF 2.0 9 66 4.3 -0.7
USRD Themes US R&D Champions ETF 2.0 29 46 3.8 -1.2
XNTK State Street SPDR NYSE Technology ETF 2.0 35 40 2.4 -2.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.0 60 15 4.1 -0.9
JPXN iShares JPX-Nikkei 400 ETF 2.0 48 27 5.4 +0.5
EWJV iShares MSCI Japan Value ETF 2.0 15 60 7.0 +2.0
EWJ iShares MSCI Japan ETF 2.0 50 25 4.9 -0.1
OEI Optimized Equity Income ETF 2.0 75 0 3.6 -1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 43 3.9 -1.1
NUDM Nuveen ESG International Developed Markets Equity ETF 2.0 31 44 5.6 +0.6
POW VistaShares Electrification Supercycle ETF 2.0 75 0 2.0 -3.0
HEWJ iShares Currency Hedged MSCI Japan ETF 2.0 50 25 5.4 +0.4
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 2.0 65 10 4.4 -0.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 36 1.1 -3.9
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 66 3.9 -1.1
JADE JPMorgan Active Developing Markets Equity ETF 2.0 65 10 6.1 +1.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.0 20 55 4.0 -1.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.0 29 46 4.0 -1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.0 10 65 4.2 -0.8
STRV Strive 500 ETF 2.0 5 70 4.1 -0.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.0 65 10 4.5 -0.5
HAP VanEck Natural Resources ETF 1.9 50 25 6.8 +1.8
BOTZ Global X Robotics & Artificial Intelligence ETF 1.9 69 6 1.8 -3.2
RVRB Reverb ETF 1.9 30 45 3.8 -1.2
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 15 4.6 -0.4
FDMO Fidelity Momentum Factor ETF 1.9 15 60 2.5 -2.5
CHRI Global X S&P 500 Christian Values ETF 1.9 29 46 3.9 -1.1
IVV iShares Core S&P 500 ETF 1.9 3 72 4.2 -0.8
VUSG Vanguard Wellington U.S. Growth Active ETF 1.9 35 40 2.5 -2.5
SPYM State Street SPDR Portfolio S&P 500 ETF 1.9 2 73 4.2 -0.8
VV Vanguard Large-Cap ETF 1.9 4 71 4.1 -0.9
ILF iShares Latin America 40 ETF 1.9 48 27 10.0 +5.0
SPY SPDR S&P 500 ETF 1.9 9 66 4.1 -0.8
DFUS Dimensional U.S. Equity ETF 1.9 9 66 4.1 -0.9
VOO Vanguard S&P 500 ETF 1.9 3 72 4.2 -0.8
ADME Aptus Drawdown Managed Equity ETF 1.9 79 -4 3.3 -1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 30 2.4 -2.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 66 4.0 -1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 68 4.1 -0.9
NBDS Neuberger Berman Disrupters ETF 1.9 55 20 0.7 -4.3
PATN Pacer Nasdaq International Patent Leaders ETF 1.9 65 10 4.0 -1.0
GINN Goldman Sachs Innovate Equity ETF 1.9 52 23 3.7 -1.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.9 18 57 3.9 -1.1
SPMV Invesco S&P 500 Minimum Variance ETF 1.9 10 65 5.2 +0.3
ABLD Abacus FCF Real Assets Leaders ETF 1.9 69 6 6.7 +1.7
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.9 32 43 7.4 +2.4
ILCB iShares Morningstar U.S. Equity ETF 1.9 3 72 4.1 -0.9
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 60 4.1 -0.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 75 4.1 -0.8
GPT Intelligent Alpha Atlas ETF 1.8 69 6 6.1 +1.2
SCHX Schwab U.S. Large-Cap ETF 1.8 3 72 4.2 -0.7
IWB iShares Russell 1000 ETF 1.8 15 60 4.1 -0.8
VONE Vanguard Russell 1000 ETF 1.8 7 68 4.2 -0.8
VOTE TCW Transform 500 ETF 1.8 5 70 4.1 -0.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.8 25 50 4.1 -0.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 72 4.3 -0.6
IYY iShares Dow Jones U.S. ETF 1.8 20 55 4.1 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 63 4.4 -0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 45 3.8 -1.2
SUSA iShares MSCI USA ESG Select ETF 1.8 25 50 4.0 -1.0
SCHK Schwab 1000 Index ETF 1.8 5 70 4.2 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 73 4.1 -0.8
JPEF JPMorgan Equity Focus ETF 1.8 50 25 3.8 -1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 61 4.1 -0.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.8 75 0 1.7 -3.2
IWV iShares Russell 3000 ETF 1.7 20 55 4.0 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 64 4.1 -0.9
EMC Global X Emerging Markets Great Consumer ETF 1.7 75 0 7.1 +2.1
VTI Vanguard Total Stock Market ETF 1.7 3 72 4.1 -0.9
APUE ActivePassive U.S. Equity ETF 1.7 45 30 3.9 -1.1
SCHB Schwab U.S. Broad Market ETF 1.7 3 72 4.2 -0.8
VTHR Vanguard Russell 3000 ETF 1.7 7 68 4.1 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 72 4.1 -0.9
DFAU Dimensional US Core Equity Market ETF 1.7 12 63 4.3 -0.7
MCHI iShares MSCI China ETF 1.7 59 16 20.2 +15.3
YNOT Horizon Digital Frontier ETF 1.7 75 0 2.5 -2.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.7 4 71 5.7 +0.7
IVE iShares S&P 500 Value ETF 1.7 18 57 5.5 +0.5
VOOV Vanguard S&P 500 Value ETF 1.7 7 68 5.6 +0.6
ILCV iShares Morningstar Value ETF 1.6 4 71 5.3 +0.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 1.6 47 28 4.6 -0.3
ENHU iShares Enhanced Large Cap Core Active ETF 1.6 22 53 4.1 -0.9
FBCG Fidelity Blue Chip Growth ETF 1.6 59 16 2.1 -2.9
HDUS Hartford Disciplined US Equity ETF 1.6 19 56 4.7 -0.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.6 60 15 5.9 +0.9
BBJP JPMorgan BetaBuilders Japan ETF 1.6 19 56 5.3 +0.3
IUSV iShares Core S&P US Value ETF 1.6 4 71 5.8 +0.8
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 57 4.4 -0.6
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.6 45 30 -0.1 -5.1
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -10 3.6 -1.4
JSML Janus Henderson Small Cap Growth Alpha ETF 1.5 30 45 2.6 -2.4
BRIF FIS Bright Portfolios Focused Equity ETF 1.5 65 10 3.4 -1.6
FLAU Franklin FTSE Australia ETF 1.5 9 66 6.0 +1.0
VPL Vanguard FTSE Pacific ETF 1.5 7 68 5.3 +0.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 10 7.3 +2.3
MXI iShares Global Materials ETF 1.5 41 34 6.0 +1.0
BAI iShares AI Innovation and Tech Active ETF 1.5 55 20 0.9 -4.1
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 65 5.0 -0.0
PPIE Putnam PanAgora ESG International Equity ETF 1.5 49 26 6.2 +1.2
IPAC iShares Core MSCI Pacific ETF 1.5 9 66 5.5 +0.6
SMOT VanEck Morningstar SMID Moat ETF 1.5 49 26 6.3 +1.4
SFY SoFi Select 500 ETF 1.5 0 75 3.7 -1.3
URTH iShares MSCI World ETF 1.5 24 51 4.3 -0.7
DTAN Sparkline International Intangible Value ETF 1.5 55 20 7.1 +2.1
FMAT Fidelity MSCI Materials Index ETF 1.5 8 67 5.1 +0.1
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -15 3.1 -1.9
EEMO Invesco S&P Emerging Markets Momentum ETF 1.5 29 46 6.6 +1.6
GSPY Gotham Enhanced 500 ETF 1.4 50 25 4.4 -0.6
TIIV AAM Todd International Intrinsic Value ETF 1.4 54 21 9.7 +4.8
TMAT Main Thematic Innovation ETF 1.4 164 -89 -1.9 -6.9
TOK iShares MSCI Kokusai ETF 1.4 26 49 4.3 -0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 40 11.1 +6.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 1.4 33 42 6.7 +1.8
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.4 25 50 5.5 +0.6
LRGF iShares U.S. Equity Factor ETF 1.4 8 67 4.6 -0.4
DXJ WisdomTree Japan Hedged Equity Fund 1.4 48 27 5.3 +0.3
FLJP Franklin FTSE Japan ETF 1.4 9 66 5.4 +0.4
ACWI iShares MSCI ACWI ETF 1.4 32 43 4.6 -0.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 60 4.5 -0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 19 6.8 +1.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.4 12 63 3.6 -1.4
FLJH Franklin FTSE Japan Hedged ETF 1.4 9 66 5.1 +0.1
ACVF American Conservative Values ETF 1.4 75 0 3.7 -1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 66 4.4 -0.6
VAW Vanguard Materials ETF 1.3 9 66 5.1 +0.1
LDEM iShares ESG MSCI EM Leaders ETF 1.3 17 58 12.9 +7.9
VT Vanguard Total World Stock ETF 1.3 6 69 5.0 +0.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 50 4.9 -0.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.3 25 50 5.5 +0.5
IVLU iShares MSCI Intl Value Factor ETF 1.3 30 45 8.1 +3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 55 4.7 -0.3
HGRO Hedgeye Quality Growth ETF 1.3 70 5 3.3 -1.7
GXC SPDR S & P China ETF 1.3 59 16 18.6 +13.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 66 4.9 -0.1
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 57 4.3 -0.7
FLAX Franklin FTSE Asia Ex Japan ETF 1.2 19 56 7.1 +2.1
NIKL Sprott Nickel Miners ETF 1.2 75 0 9.1 +4.1
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 50 5.4 +0.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.2 42 33 4.1 -0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 66 4.3 -0.7
TAX Cambria Tax Aware ETF 1.2 49 26 4.1 -0.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 14 1.5 -3.5
DEHP Dimensional Emerging Markets High Profitability ETF 1.2 41 34 4.8 -0.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.2 55 20 3.2 -1.8
JHEM John Hancock Multifactor Emerging Markets ETF 1.2 49 26 7.5 +2.5
GQI Natixis Gateway Quality Income ETF 1.1 34 41 4.6 -0.4
VAMO Cambria Value & Momentum ETF 1.1 61 14 5.3 +0.3
DFSU Dimensional US Sustainability Core 1 ETF 1.1 18 57 4.6 -0.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 1.1 15 60 8.8 +3.9
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 33 3.5 -1.5
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.1 45 30 -1.4 -6.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.1 20 55 7.4 +2.4
XCEM Columbia EM Core ex-China ETF 1.1 16 59 4.9 -0.1
ICAP InfraCap Equity Income Fund ETF 1.1 171 -96 4.5 -0.5
POWR iShares U.S. Power Infrastructure ETF 1.1 40 35 3.9 -1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.1 60 15 6.0 +1.0
FENI Fidelity Enhanced International ETF 1.1 28 47 5.8 +0.8
BKEM BNY Mellon Emerging Markets Equity ETF 1.0 11 64 7.9 +2.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 1.0 36 39 7.6 +2.6
ESGE iShares ESG Aware MSCI EM ETF 1.0 25 50 8.3 +3.3
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 25 4.3 -0.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 1.0 66 9 7.2 +2.2
FJP First Trust Japan AlphaDEX Fund 1.0 80 -5 7.5 +2.5
BUL Pacer US Cash Cows Growth ETF 1.0 60 15 3.4 -1.6
YOKE Yoke Core ETF 1.0 42 33 3.6 -1.4
FPWR First Trust EIP Power Solutions ETF 1.0 96 -21 4.3 -0.7
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 50 4.5 -0.5
SCZ iShares MSCI EAFE Small-Cap ETF 1.0 40 35 6.1 +1.1
DTEC ALPS Disruptive Technologies ETF 1.0 50 25 3.6 -1.4
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 40 2.5 -2.4
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -20 2.3 -2.7
JIG JPMorgan International Growth ETF 1.0 55 20 3.6 -1.3
ROE Astoria US Quality Kings ETF 1.0 49 26 5.2 +0.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 60 5.1 +0.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 14 -0.7 -5.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 40 3.4 -1.6
BKF iShares MSCI BIC ETF 1.0 69 6 14.9 +9.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.0 49 26 4.5 -0.5
BGRO iShares Large Cap Growth Active ETF 0.9 55 20 1.9 -3.1
EQL Alps Equal Sector Weight ETF 0.9 25 50 5.1 +0.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.9 49 26 7.5 +2.5
MODL VictoryShares WestEnd U.S. Sector ETF 0.9 42 33 4.0 -1.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.9 30 45 4.0 -0.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 45 3.7 -1.3
FIVA Fidelity International Value Factor ETF 0.9 18 57 7.3 +2.4
ECON Columbia Emerging Markets Consumer ETF 0.9 49 26 6.6 +1.6
RFFC ALPS Active Equity Opportunity ETF 0.9 48 27 3.7 -1.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.9 15 60 8.0 +3.0
VIGI Vanguard International Dividend Appreciation ETF 0.9 10 65 6.1 +1.1
DFAE Dimensional Emerging Core Equity Market ETF 0.9 35 40 7.0 +2.0
AIPO Defiance AI & Power Infrastructure ETF 0.9 69 6 0.7 -4.3
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 10 7.0 +2.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.9 25 50 7.4 +2.4
AVIV Avantis International Large Cap Value ETF 0.9 25 50 7.0 +2.0
JHML John Hancock Multifactor Large Cap ETF 0.9 29 46 4.5 -0.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.9 20 55 5.6 +0.7
AIA iShares Asia 50 ETF 0.8 50 25 7.7 +2.7
GLOF iShares Global Equity Factor ETF 0.8 20 55 5.6 +0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 5 2.1 -2.9
AVUS Avantis U.S. Equity ETF 0.8 15 60 4.7 -0.3
AVDE Avantis International Equity ETF 0.8 23 52 6.2 +1.2
VSGX Vanguard ESG International Stock ETF 0.8 10 65 6.6 +1.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.8 70 5 6.9 +1.9
WWJD Inspire International ETF 0.8 80 -5 6.4 +1.4
ZAP Global X U.S. Electrification ETF 0.8 50 25 3.4 -1.6
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.8 88 -13 8.4 +3.4
VFMO Vanguard U.S. Momentum Factor ETF 0.8 13 62 1.7 -3.3
KRMA Global X Conscious Companies ETF 0.8 43 32 5.1 +0.1
AVUQ Avantis U.S. Quality ETF 0.8 15 60 3.6 -1.4
FESM Fidelity Enhanced Small Cap ETF 0.8 28 47 2.3 -2.7
PY Principal Value ETF 0.8 15 60 7.0 +2.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.8 14 61 5.3 +0.4
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.8 30 45 8.0 +3.0
FXZ First Trust Materials AlphaDEX Fund 0.8 61 14 6.6 +1.7
MAGA Point Bridge America First ETF 0.7 72 3 5.2 +0.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.7 24 51 5.2 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 4.4 -0.5
EEM iShares MSCI Emerging Markets ETF 0.7 69 6 7.8 +2.8
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.7 69 6 7.4 +2.4
DCOR Dimensional US Core Equity 1 ETF 0.7 14 61 4.6 -0.4
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 37 8.2 +3.2
LST Leuthold Select Industries ETF 0.7 91 -16 4.7 -0.3
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.7 50 25 8.1 +3.1
IQDG WisdomTree International Quality Dividend Growth Fund 0.7 42 33 5.8 +0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 46 4.0 -1.0
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.7 58 17 5.4 +0.4
QINT American Century Quality Diversified International ETF 0.7 39 36 6.6 +1.6
JAVA JPMorgan Active Value ETF 0.7 44 31 5.5 +0.5
EMXF iShares ESG Advanced MSCI EM ETF 0.7 16 59 6.7 +1.8
DGT State Street SPDR Global Dow ETF 0.7 50 25 5.7 +0.7
ROAM Hartford Multifactor Emerging Markets ETF 0.7 44 31 7.5 +2.5
AFSM First Trust Active Factor Small Cap ETF 0.7 75 0 5.8 +0.8
IQSI IQ Candriam International Equity ETF 0.7 15 60 5.6 +0.6
EPS WisdomTree U.S. LargeCap Fund 0.7 8 67 4.7 -0.3
IEMG iShares Core MSCI Emerging Markets ETF 0.7 9 66 8.2 +3.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.7 12 63 6.2 +1.2
VEU Vanguard FTSE All-World ex-US Index Fund 0.7 4 71 6.7 +1.8
RWL Invesco S&P 500 Revenue ETF 0.7 39 36 5.7 +0.7
AVDS Avantis International Small Cap Equity ETF 0.6 30 45 6.0 +1.0
BLES Inspire Global Hope ETF 0.6 61 14 5.7 +0.8
VWO Vanguard FTSE Emerging Markets ETF 0.6 7 68 9.2 +4.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 55 5.5 +0.5
IVSI Applied Finance IVS International Large ETF 0.6 65 10 6.1 +1.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.6 38 37 7.0 +2.0
CWI SPDR MSCI ACWI ex-US ETF 0.6 30 45 6.5 +1.5
WSML iShares MSCI World Small-Cap ETF 0.6 15 60 5.3 +0.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.6 35 40 5.7 +0.7
TRFM AAM Transformers ETF 0.6 49 26 1.0 -4.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 45 6.4 +1.4
PSC Principal U.S. Small-Cap ETF 0.6 38 37 3.7 -1.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 57 6.4 +1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 46 5.6 +0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 68 5.3 +0.3
VXUS Vanguard Total International Stock ETF 0.6 5 70 6.7 +1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 71 5.6 +0.6
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 30 9.7 +4.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 40 6.6 +1.6
VEA Vanguard FTSE Developed Markets ETF 0.6 3 72 6.0 +1.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 34 6.0 +1.0
SCHF Schwab International Equity ETF 0.6 6 69 6.0 +1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 15 6.6 +1.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.6 3 72 5.8 +0.9
GWX SPDR S&P International Small Cap ETF 0.6 40 35 5.9 +0.9
CCSO Carbon Collective Climate Solutions US Equity ETF 0.6 35 40 0.9 -4.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.6 41 34 6.9 +1.9
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 50 5.9 +0.9
IEFA iShares Core MSCI EAFE ETF 0.5 7 68 6.1 +1.1
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 13 1.5 -3.5
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 68 6.6 +1.6
DFIV Dimensional International Value ETF 0.5 27 48 7.8 +2.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 41 6.4 +1.4
IUS Invesco RAFI Strategic US ETF 0.5 19 56 5.6 +0.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.5 20 55 5.7 +0.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.5 39 36 8.1 +3.1
UIVM VictoryShares International Value Momentum ETF 0.5 35 40 8.2 +3.2
JGLO JPMorgan Global Select Equity ETF 0.5 33 42 4.3 -0.7
STXM Strive Mid-Cap ETF 0.5 18 57 5.8 +0.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.5 80 -5 9.3 +4.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.5 25 50 5.1 +0.1
IDEV iShares Core MSCI International Developed Markets ETF 0.5 4 71 6.0 +1.1
APIE ActivePassive International Equity ETF 0.5 45 30 6.4 +1.5
IWN iShares Russell 2000 Value ETF 0.5 24 51 4.8 -0.2
VTWV Vanguard Russell 2000 Value ETF 0.5 10 65 5.0 -0.0
CGUS Capital Group Core Equity ETF 0.5 33 42 3.6 -1.4
RSP Invesco S&P 500 Equal Weight ETF 0.5 20 55 5.9 +0.9
EFA iShares MSCI EAFE ETF 0.5 35 40 5.8 +0.8
EFG iShares MSCI EAFE Growth ETF 0.5 36 39 3.8 -1.2
EFV iShares MSCI EAFE Value ETF 0.5 34 41 7.6 +2.6
HEFA iShares Currency Hedged MSCI EAFE ETF 0.5 35 40 5.8 +0.8
DFAI Dimensional International Core Equity Market ETF 0.5 18 57 6.1 +1.1
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 69 7.8 +2.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.5 49 26 8.6 +3.6
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 69 2.7 -2.2
ISCB iShares Morningstar Small-Cap ETF 0.5 4 71 5.4 +0.4
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 58 4.0 -1.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 10 65 4.1 -0.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.5 15 60 6.3 +1.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.5 15 60 4.1 -0.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 55 5.9 +0.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 36 6.8 +1.9
PRF Invesco FTSE RAFI US 1000 ETF 0.5 34 41 5.6 +0.6
ESGD iShares ESG Aware MSCI EAFE ETF 0.5 20 55 5.8 +0.8
BIBL Inspire 100 ETF 0.5 35 40 4.2 -0.8
IMTM iShares MSCI Intl Momentum Factor ETF 0.5 30 45 4.7 -0.3
EWN iShares MSCI Netherlands ETF 0.5 50 25 4.5 -0.4
GINX SGI Enhanced Global Income ETF 0.4 98 -23 6.7 +1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 30 6.8 +1.8
STOX Horizon Core Equity ETF 0.4 70 5 3.6 -1.4
SFTY Horizon Managed Risk ETF 0.4 77 -2 3.5 -1.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 15 6.2 +1.2
DFEV Dimensional Emerging Markets Value ETF 0.4 43 32 9.4 +4.4
SSPY Syntax Stratified LargeCap ETF 0.4 30 45 6.0 +1.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.4 33 42 6.1 +1.1
AVSE Avantis Responsible Emerging Markets Equity ETF 0.4 33 42 6.6 +1.7
DFIC Dimensional International Core Equity 2 ETF 0.4 23 52 6.3 +1.3
SMOX Horizon Small/Mid Cap Core Equity ETF 0.4 75 0 5.3 +0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 50 7.7 +2.8
VBR Vanguard Small Cap Value ETF 0.4 7 68 7.9 +2.9
PSET Principal Quality ETF 0.4 15 60 4.9 -0.1
DXIV Dimensional International Vector Equity ETF 0.4 34 41 6.6 +1.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 26 6.1 +1.1
STXK Strive Small-Cap ETF 0.4 18 57 5.2 +0.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 16 8.6 +3.6
FVD First Trust Value Line Dividend Index Fund 0.4 65 10 5.8 +0.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.4 17 58 4.7 -0.3
SCHE Schwab Emerging Markets Equity ETF 0.4 11 64 9.5 +4.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 50 6.2 +1.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.4 25 50 6.1 +1.2
BKIE BNY Mellon International Equity ETF 0.4 4 71 6.0 +1.1
AVEM Avantis Emerging Markets Equity ETF 0.4 33 42 7.0 +2.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 40 6.3 +1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 66 5.2 +0.2
JHMD John Hancock Multifactor Developed International ETF 0.4 39 36 6.2 +1.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.4 36 39 5.4 +0.4
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 71 5.8 +0.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 55 0.8 -4.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 51 5.9 +1.0
EBI Longview Advantage ETF 0.4 35 40 5.9 +0.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 10 1.4 -3.6
AVMC Avantis U.S. Mid Cap Equity ETF 0.4 18 57 6.0 +1.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 50 6.1 +1.1
ARGT Global X MSCI Argentina ETF 0.4 59 16 3.3 -1.7
VB Vanguard Small-Cap ETF 0.4 5 70 5.2 +0.2
GVLU Gotham 1000 Value ETF 0.4 50 25 8.3 +3.3
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 10 3.5 -1.5
SMMD iShares Russell 2500 ETF 0.4 15 60 5.5 +0.5
DOL WisdomTree International LargeCap Dividend Fund 0.4 48 27 5.7 +0.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 60 6.7 +1.7
USEW Cambria US EW ETF 0.4 30 45 4.1 -0.9
EQAL Invesco Russell 1000 Equal Weight ETF 0.4 20 55 6.1 +1.1
EMLP First Trust North American Energy Infrastructure Fund 0.4 95 -20 4.6 -0.4
STXI Strive International Developed Markets ETF 0.4 29 46 6.2 +1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 71 5.2 +0.3
SPEM SPDR Portfolio Emerging Markets ETF 0.4 7 68 9.5 +4.5
AVSD Avantis Responsible International Equity ETF 0.4 23 52 6.0 +1.0
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 47 8.6 +3.7
SDY State Street SPDR S&P Dividend ETF 0.3 35 40 6.1 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 51 7.1 +2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 58 4.9 -0.0
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 33 6.0 +1.0
AFLG First Trust Active Factor Large Cap ETF 0.3 55 20 5.0 0.0
EIPI FT Energy Income Partners Enhanced Income ETF 0.3 110 -35 5.4 +0.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 60 4.9 -0.1
DIHP Dimensional International High Profitability ETF 0.3 29 46 5.8 +0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 56 5.0 +0.1
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 51 5.7 +0.7
GEW Cambria Global EW ETF 0.3 29 46 5.4 +0.4
STXE Strive Emerging Markets Ex-China ETF 0.3 32 43 5.2 +0.2
CBSE Clough Select Equity ETF 0.3 85 -10 0.3 -4.7
NIXT Research Affiliates Deletions ETF 0.3 9 66 6.6 +1.6
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.3 53 22 5.1 +0.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 36 7.0 +2.0
CIL VictoryShares International Volatility Wtd ETF 0.3 45 30 5.8 +0.8
MADE iShares U.S. Manufacturing ETF 0.3 40 35 3.4 -1.5
VBK Vanguard Small-Cap Growth ETF 0.3 7 68 1.2 -3.7
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 26 13.4 +8.4
DFAS Dimensional U.S. Small Cap ETF 0.3 26 49 5.6 +0.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 51 6.9 +2.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.3 47 28 7.2 +2.3
EZM WisdomTree U.S. MidCap Fund 0.3 38 37 8.0 +3.0
ROUS Hartford Multifactor US Equity ETF 0.3 19 56 5.3 +0.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 64 11 1.3 -3.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 55 4.0 -1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 63 5.9 +0.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 45 7.6 +2.7
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.3 75 0 6.4 +1.4
IGRO iShares International Dividend Growth ETF 0.3 15 60 6.8 +1.8
DFIS Dimensional International Small Cap ETF 0.3 39 36 6.1 +1.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 63 5.3 +0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 46 6.4 +1.4
RSSL Global X Russell 2000 ETF 0.3 8 67 2.7 -2.3
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 52 5.9 +0.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 45 6.2 +1.2
IWM iShares Russell 2000 ETF 0.2 19 56 2.6 -2.4
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 23 6.6 +1.7
IJH iShares Core S&P Mid-Cap ETF 0.2 5 70 6.1 +1.1
BRF VanEck Brazil Small-Cap ETF 0.2 66 9 11.5 +6.5
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 16 11.8 +6.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 72 6.1 +1.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 5 6.5 +1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 68 6.0 +1.1
TPIF Timothy Plan International ETF 0.2 62 13 5.6 +0.7
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 51 5.9 +0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 0.2 80 -5 3.6 -1.4
ISMD Inspire Small/Mid Cap ETF 0.2 54 21 5.0 +0.0
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 60 4.9 -0.1
CNYA iShares MSCI China A ETF 0.2 60 15 6.3 +1.3
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.2 39 36 13.7 +8.7
VTWO Vanguard Russell 2000 ETF 0.2 7 68 2.8 -2.2
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 33 5.4 +0.4
FDEM Fidelity Emerging Markets Multifactor ETF 0.2 25 50 10.4 +5.4
IXN iShares Global Tech ETF 0.2 41 34 2.6 -2.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 35 3.7 -1.3
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 66 6.6 +1.6
IWS iShares Russell Mid-Cap Value ETF 0.2 23 52 6.0 +1.1
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 45 5.2 +0.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 36 6.2 +1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 17 5.0 +0.0
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 66 5.5 +0.5
FRDM Freedom 100 Emerging Markets ETF 0.2 49 26 5.3 +0.4
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 50 8.0 +3.0
SCHC Schwab International Small-Cap Equity ETF 0.2 11 64 6.7 +1.7
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 55 7.2 +2.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 35 5.7 +0.7
SCHA Schwab U.S. Small-Cap ETF 0.2 4 71 4.4 -0.6
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 52 7.3 +2.3
PEXL Pacer US Export Leaders ETF 0.2 60 15 3.0 -2.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 60 5.0 +0.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 36 7.8 +2.8
DWM WisdomTree International Equity Fund 0.2 48 27 5.7 +0.7
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 60 6.5 +1.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 67 6.3 +1.3
INTF iShares International Equity Factor ETF 0.2 15 60 6.5 +1.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 30 8.1 +3.1
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -14 4.3 -0.7
DXUV Dimensional US Vector Equity ETF 0.2 28 47 5.2 +0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 60 6.1 +1.1
SIZE iShares MSCI USA Size Factor ETF 0.2 15 60 5.4 +0.5
IWR iShares Russell Midcap ETF 0.2 19 56 5.4 +0.4
QGRO American Century U.S. Quality Growth ETF 0.2 29 46 3.9 -1.0
VFMF Vanguard U.S. Multifactor ETF 0.2 18 57 6.6 +1.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 4 -0.6 -5.6
AVDV Avantis International Small Cap Value ETF 0.1 36 39 7.7 +2.7
PTL Inspire 500 ETF 0.1 9 66 4.4 -0.6
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 6.1 +1.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.1 80 -5 6.7 +1.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 40 5.3 +0.3
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 33 6.7 +1.7
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 50 6.2 +1.2
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.4 -1.6
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 55 4.6 -0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 35 5.3 +0.3
HEDJ WisdomTree Europe Hedged Equity Fund 0.1 58 17 5.9 +1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 4.0 -0.9
VIS Vanguard Industrials ETF 0.1 9 66 3.6 -1.4
FIDU Fidelity MSCI Industrial Index ETF 0.1 8 67 3.6 -1.4
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 17 7.6 +2.6
VXF Vanguard Extended Market ETF 0.1 5 70 3.7 -1.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 50 6.2 +1.2
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 52 5.4 +0.4
VIG Vanguard Dividend Appreciation ETF 0.1 5 70 4.9 -0.1
DISV Dimensional International Small Cap Value ETF 0.1 42 33 8.1 +3.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 36 3.5 -1.4
VYM Vanguard High Dividend Yield Index ETF 0.1 6 69 6.0 +1.1
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 17 8.4 +3.4
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 63 5.4 +0.4
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 71 5.6 +0.6
PRXV Praxis Impact Large Cap Value ETF 0.1 36 39 5.6 +0.6
IWD iShares Russell 1000 Value ETF 0.1 19 56 5.4 +0.4
VONV Vanguard Russell 1000 Value ETF 0.1 7 68 5.5 +0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 0 3.1 -1.9
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 65 4.3 -0.7
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 17 7.5 +2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 55 4.2 -0.8
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 47 5.7 +0.7
EMGF iShares Emerging Markets Equity Factor ETF 0.0 25 50 8.8 +3.9
PFM Invesco Dividend Achievers ETF 0.0 53 22 4.6 -0.3
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 57 5.6 +0.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 41 5.2 +0.2
IWO iShares Russell 2000 Growth ETF 0.0 24 51 0.5 -4.5
DFLV Dimensional US Large Cap Value ETF 0.0 22 53 6.1 +1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 64 4.3 -0.7
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 65 0.6 -4.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 55 6.0 +1.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 30 5.6 +0.6
DIVB iShares Core Dividend ETF 0.0 5 70 6.9 +1.9
SPEU SPDR Portfolio Europe ETF 0.0 7 68 6.5 +1.5
STXV Strive 1000 Value ETF 0.0 18 57 6.8 +1.8
IEUR iShares Core MSCI Europe ETF 0.0 11 64 6.4 +1.4
DFSV Dimensional US Small Cap Value ETF 0.0 31 44 8.8 +3.9
VGK Vanguard FTSE Europe ETF 0.0 6 69 6.6 +1.6

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 2.5 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 5.0 %
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.