Global X Blockchain ETF
ALTAR
Score™		 -2.9% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 580.2x P/Sales
ratio		 6.4x
P/BV
ratio		 8.4x Div.
yield		 0.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
BKCH tracks a market-cap-weighted index of global companies involved in blockchain technologies.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Jul 14, 2021
Assets (mns) $301
Currency USD
Expense ratio 50 bp
Distributions Semi-annual

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Tiered
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 33
Wgt avg mkt cap (mns) $7,797
Large cap (>$10bn) 23.0%
Mid cap ($2-10bn) 14.2%
Small cap (<$2bn) 62.9%
Developed mkts 95.6%
Emerging mkts 4.4%

TOP TEN HOLDINGS
COINBASE GLOBAL, INC. CLASS A 12.8 %
CIRCLE INTERNET GROUP INC 12.7 %
IREN LTD 10.4 %
BITMINE IMMERSION TECHNOLOGI 9.5 %
GALAXY DIGITAL INC-A 4.9 %
HUT 8 CORP 4.8 %
RIOT BLOCKCHAIN INC 4.2 %
MARATHON DIGITAL HOLDINGS INC 3.9 %
APPLIED BLOCKCHAIN INC 3.8 %
TERAWULF INC. 3.7 %
Total 70.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 78.1 %
AUSTRALIA 10.4 %
CANADA 8.7 %
CHINA 2.2 %
GERMANY 0.3 %
HONG KONG 0.3 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
9.1% 11.2% -6.8% -- -2.2%

Market Correlations
versus... Beta R-squared
S&P500 3.48 36%
MSCI EAFE 2.46 27%
MSCI Emg. Mkts. 1.85 38%

Technical Indicators
Recent close $75.42
30d moving avg. $66.95
Annualized volatility 80.2%
Short interest (ETF) 2.6%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 78
Turnover 2.0%
Bid/Ask (% of price) 0.40%
ADV underlying (mns) $27,442

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 333 potential alternatives to the Global X Blockchain ETF ETF based on the alternatives' overlap in portfolio holdings with BKCH. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: BKCH Expense: 50 bp ALTAR Score™: -2.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH BKCH
Ticker Fund
Name		 Overlap1
vs BKCH
(%)		 Expense
ratio
(bp)		 Savings
vs BKCH
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs BKCH
(%)
IBLC iShares Blockchain and Tech ETF 68.4 47 3 -1.2 +1.7
BITQ Bitwise Crypto Industry Innovators ETF 57.6 85 -35 -2.1 +0.8
MNRS Grayscale Bitcoin Miners ETF 52.7 59 -9 -2.2 +0.7
WGMI Valkyrie Bitcoin Miners ETF 44.8 75 -25 -3.0 -0.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 40.5 39 11 -1.2 +1.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 37.5 61 -11 -0.7 +2.2
BLOK Amplify Transformational Data Sharing ETF 30.5 75 -25 -0.2 +2.8
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 23.9 85 -35 0.0 +2.9
BWEB Bitwise Web3 ETF 20.9 85 -35 -0.1 +2.9
BCOR Grayscale Bitcoin Adopters ETF 18.6 59 -9 1.7 +4.7
WTRE WisdomTree New Economy Real Estate Fund 17.4 58 -8 -0.3 +2.6
FINX Global X FinTech ETF 17.2 68 -18 2.8 +5.8
ARKK ARK Innovation ETF 12.6 75 -25 -2.6 +0.3
STCE Schwab Crypto Thematic ETF 12.4 30 20 2.5 +5.5
TCAI Tortoise AI Infrastructure ETF 12.1 65 -15 1.4 +4.4
ARKF ARK Fintech Innovation ETF 11.3 75 -25 0.2 +3.1
ARKW ARK Next Generation Internet ETF 11.2 87 -37 0.5 +3.5
BUZZ VanEck Social Sentiment ETF 9.4 75 -25 -0.7 +2.3
AGIX KraneShares Artificial Intelligence and Technology ETF 7.5 99 -49 1.1 +4.0
XSW State Street SPDR S&P Software & Services ETF 6.0 35 15 2.5 +5.4
SAMM Strategas Macro Momentum ETF 5.9 66 -16 3.6 +6.5
BPAY BlackRock Future Financial and Technology ETF 5.6 70 -20 5.0 +7.9
SPRX Spear Alpha ETF 5.6 75 -25 -0.8 +2.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 4.6 75 -25 5.9 +8.9
GVIP Goldman Sachs Hedge Industry VIP ETF 4.6 45 5 2.4 +5.4
KBWR Invesco KBW Regional Banking ETF 4.5 35 15 8.5 +11.4
FMKT The Free Markets ETF 4.0 76 -26 4.0 +7.0
DTCR Global X Data Center & Digital Infrastructure ETF 3.8 50 0 3.5 +6.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.7 20 30 0.8 +3.8
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 3.6 75 -25 2.0 +4.9
METV Roundhill Ball Metaverse ETF 3.6 59 -9 7.5 +10.4
AIPO Defiance AI & Power Infrastructure ETF 3.5 69 -19 0.9 +3.8
BCDF Horizon Kinetics Blockchain Development ETF 3.5 85 -35 3.6 +6.5
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.5 40 10 3.8 +6.8
CBSE Clough Select Equity ETF 3.5 85 -35 0.4 +3.3
PSCT Invesco S&P SmallCap Information Technology ETF 3.5 29 21 3.2 +6.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.4 70 -20 2.2 +5.1
KCE State Street SPDR S&P Capital Markets ETF 2.9 35 15 5.5 +8.4
IPO Renaissance IPO ETF 2.7 60 -10 1.6 +4.6
ACSG American Century Small Cap Growth Insights ETF 2.3 49 1 4.7 +7.6
GINN Goldman Sachs Innovate Equity ETF 2.3 52 -2 3.6 +6.6
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 46 15.4 +18.3
FXL First Trust Technology AlphaDEX Fund 2.2 61 -11 4.9 +7.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.2 9 41 3.6 +6.5
IVES Wedbush ETFMG Global Cloud Technology ETF 2.0 68 -18 3.5 +6.5
FFF Founders 100 ETF 2.0 75 -25 2.3 +5.2
IGV iShares Expanded Tech-Software Sector ETF 2.0 41 9 3.2 +6.1
BJK VanEck Gaming ETF 2.0 65 -15 4.6 +7.6
YALL God Bless America ETF 1.9 65 -15 4.4 +7.4
VBK Vanguard Small-Cap Growth ETF 1.9 7 43 1.3 +4.2
FDNI First Trust Dow Jones International Internet ETF 1.8 65 -15 26.0 +28.9
FDFF Fidelity Disruptive Finance ETF 1.7 50 0 5.0 +7.9
ERTH Invesco MSCI Sustainable Future ETF 1.7 62 -12 3.3 +6.2
WISE Themes Generative Artificial Intelligence ETF 1.7 35 15 -0.4 +2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -10 6.2 +9.1
ANEW ProShares MSCI Transformational Changes ETF 1.6 45 5 4.2 +7.1
JHSC John Hancock Multifactor Small Cap ETF 1.5 42 8 5.9 +8.9
ISCG iShares Morningstar Small-Cap Growth ETF 1.5 6 44 2.7 +5.7
IWO iShares Russell 2000 Growth ETF 1.4 24 26 0.5 +3.4
SPHB Invesco S&P 500 High Beta ETF 1.3 25 25 3.6 +6.5
ITEQ BlueStar Israel Technology ETF 1.3 75 -25 1.3 +4.2
RSSL Global X Russell 2000 ETF 1.3 8 42 2.6 +5.6
IWM iShares Russell 2000 ETF 1.3 19 31 2.5 +5.5
VTWO Vanguard Russell 2000 ETF 1.2 7 43 2.7 +5.6
TIME Clockwise Core Equity & Innovation ETF 1.2 95 -45 2.1 +5.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -14 1.3 +4.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 15 5.8 +8.7
SMMD iShares Russell 2500 ETF 1.2 15 35 5.4 +8.3
XDAT Franklin Exponential Data ETF 1.1 50 0 1.1 +4.1
IWN iShares Russell 2000 Value ETF 1.1 24 26 4.6 +7.5
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 40 0.6 +3.6
HYP Golden Eagle Dynamic Hypergrowth ETF 1.1 85 -35 -0.8 +2.2
VTWV Vanguard Russell 2000 Value ETF 1.1 10 40 4.7 +7.6
ISCB iShares Morningstar Small-Cap ETF 1.1 4 46 5.3 +8.2
PNQI Invesco NASDAQ Internet ETF 1.1 60 -10 3.7 +6.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 30 3.9 +6.8
WAR U.S. Global Tech and Aerospace & Defense ETF 1.0 60 -10 0.2 +3.1
PTF Invesco Dorsey Wright Technology Momentum ETF 1.0 60 -10 -1.0 +1.9
SFYF SoFi Social 50 ETF 1.0 29 21 0.8 +3.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 20 2.7 +5.6
VB Vanguard Small-Cap ETF 1.0 5 45 5.2 +8.1
EZM WisdomTree U.S. MidCap Fund 1.0 38 12 7.9 +10.8
IYF iShares U.S. Financials ETF 1.0 40 10 5.4 +8.3
STXK Strive Small-Cap ETF 1.0 18 32 5.1 +8.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.9 36 14 8.0 +11.0
IWS iShares Russell Mid-Cap Value ETF 0.9 23 27 5.9 +8.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 35 3.9 +6.8
XITK State Street SPDR FactSet Innovative Technology ETF 0.9 45 5 0.1 +3.0
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 37 1.7 +4.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.9 71 -21 -0.6 +2.3
VXF Vanguard Extended Market ETF 0.9 5 45 3.7 +6.6
VOT Vanguard Mid-Cap Growth ETF 0.9 7 43 3.2 +6.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.9 60 -10 -0.9 +2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 46 17.0 +19.9
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 44 3.3 +6.3
LCLG Logan Capital Broad Innovative Growth ETF 0.8 99 -49 3.1 +6.0
FTEC Fidelity MSCI Information Technology Index ETF 0.8 8 42 3.0 +5.9
CLOD Themes Cloud Computing ETF 0.8 35 15 3.0 +5.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 33 4.8 +7.8
IWR iShares Russell Midcap ETF 0.8 19 31 5.3 +8.2
STXM Strive Mid-Cap ETF 0.7 18 32 6.0 +8.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 43 5.2 +8.1
EUSA iShares MSCI USA Equal Weighted ETF 0.7 9 41 5.4 +8.3
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 44 7.5 +10.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 0.7 40 10 6.0 +9.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 25 7.6 +10.5
FESM Fidelity Enhanced Small Cap ETF 0.6 28 22 2.2 +5.1
ISRA VanEck Israel ETF 0.6 59 -9 5.9 +8.8
IYG iShares US Financial Services ETF 0.6 40 10 4.9 +7.9
FPX First Trust US Equity Opportunities ETF 0.6 61 -11 0.8 +3.7
EES WisdomTree U.S. SmallCap Fund 0.6 38 12 7.6 +10.5
VGT Vanguard Information Technology ETF 0.6 9 41 24.9 +27.8
WSML iShares MSCI World Small-Cap ETF 0.6 15 35 5.2 +8.2
SIZE iShares MSCI USA Size Factor ETF 0.5 15 35 5.4 +8.3
XLF Financial Select Sector SPDR 0.5 8 42 5.4 +8.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.5 15 35 3.7 +6.6
FNCL Fidelity MSCI Financials Index ETF 0.5 8 42 5.8 +8.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.5 18 32 3.6 +6.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 38 6.0 +9.0
VFH Vanguard Financials ETF 0.5 9 41 5.8 +8.8
DFAS Dimensional U.S. Small Cap ETF 0.5 26 24 5.4 +8.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 26 5.9 +8.9
XT iShares Exponential Technologies ETF 0.4 46 4 4.0 +6.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 7 43 6.0 +9.0
IJR iShares Core S&P Small Cap ETF 0.4 6 44 6.2 +9.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.4 3 47 6.2 +9.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -10 6.1 +9.1
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 46 5.1 +8.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 10 3.6 +6.5
PTL Inspire 500 ETF 0.4 9 41 4.5 +7.4
AVMC Avantis U.S. Mid Cap Equity ETF 0.4 18 32 6.1 +9.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 10 40 3.6 +6.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 10 2.8 +5.8
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -25 2.8 +5.8
FDN First Trust Dow Jones Internet Index Fund 0.4 52 -2 2.6 +5.5
FDND FT Vest Dow Jones Internet & Target Income ETF 0.4 75 -25 2.6 +5.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -45 -0.5 +2.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -11 5.1 +8.0
SPAM Themes Cybersecurity ETF 0.4 35 15 1.9 +4.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 41 5.1 +8.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 15 6.8 +9.7
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 8 5.5 +8.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 29 2.9 +5.9
TRFM AAM Transformers ETF 0.4 49 1 1.0 +3.9
EIS iShares MSCI Israel ETF 0.4 58 -8 6.6 +9.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 40 8.7 +11.6
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 32 8.6 +11.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 35 8.7 +11.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 35 6.1 +9.0
PDP Invesco Dorsey Wright Momentum ETF 0.4 62 -12 1.6 +4.6
VO Vanguard Mid-Cap ETF 0.3 4 46 20.8 +23.7
BUYZ Franklin Disruptive Commerce ETF 0.3 50 0 2.5 +5.4
AOTG AOT Growth and Innovation ETF 0.3 75 -25 1.2 +4.1
IGM iShares Expanded Tech Sector ETF 0.3 41 9 2.7 +5.6
VBR Vanguard Small Cap Value ETF 0.3 7 43 7.7 +10.6
VONV Vanguard Russell 1000 Value ETF 0.3 7 43 5.2 +8.1
IWD iShares Russell 1000 Value ETF 0.3 19 31 5.1 +8.0
IXG iShares Global Financials ETF 0.3 42 8 5.8 +8.7
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.2 60 -10 4.6 +7.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 25 4.8 +7.7
SCHA Schwab U.S. Small-Cap ETF 0.2 4 46 4.3 +7.2
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 8 3.5 +6.5
BLES Inspire Global Hope ETF 0.2 61 -11 5.6 +8.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 30 4.7 +7.6
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 27 3.0 +6.0
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -18 2.7 +5.6
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 41 4.1 +7.0
IYW iShares U.S. Technology ETF 0.2 40 10 3.0 +5.9
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 25 4.5 +7.4
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -9 2.3 +5.2
VTHR Vanguard Russell 3000 ETF 0.2 7 43 4.1 +7.0
IWV iShares Russell 3000 ETF 0.2 20 30 4.0 +6.9
ILCG iShares Morningstar Growth ETF 0.2 4 46 3.2 +6.1
IWC iShares Micro-Cap ETF 0.2 60 -10 -1.3 +1.6
GEW Cambria Global EW ETF 0.2 29 21 5.3 +8.2
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 15 4.1 +7.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 11 7.1 +10.0
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 30 7.3 +10.2
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 -15 3.4 +6.3
USEW Cambria US EW ETF 0.2 30 20 4.1 +7.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 25 6.0 +9.0
VTI Vanguard Total Stock Market ETF 0.2 3 47 4.1 +7.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 41 4.8 +7.7
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 35 5.7 +8.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 46 3.4 +6.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 33 4.6 +7.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 47 4.1 +7.0
DXUV Dimensional US Vector Equity ETF 0.2 28 22 5.1 +8.0
AVDS Avantis International Small Cap Equity ETF 0.2 30 20 5.8 +8.7
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 30 5.8 +8.7
IWB iShares Russell 1000 ETF 0.1 15 35 4.1 +7.1
VONE Vanguard Russell 1000 ETF 0.1 7 43 4.2 +7.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 35 4.9 +7.8
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 14 3.2 +6.1
STXG Strive 1000 Growth ETF 0.1 18 32 3.3 +6.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 46 5.6 +8.5
VOOV Vanguard S&P 500 Value ETF 0.1 7 43 5.6 +8.5
IVE iShares S&P 500 Value ETF 0.1 18 32 5.5 +8.4
DCOR Dimensional US Core Equity 1 ETF 0.1 14 36 4.5 +7.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 39 4.1 +7.1
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 30 6.0 +8.9
AVUQ Avantis U.S. Quality ETF 0.1 15 35 3.7 +6.6
IUSV iShares Core S&P US Value ETF 0.1 4 46 5.7 +8.7
VUG Vanguard Growth ETF 0.1 4 46 21.1 +24.1
VT Vanguard Total World Stock ETF 0.1 6 44 4.9 +7.8
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 25 3.3 +6.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 38 5.1 +8.1
PBUS Invesco MSCI USA ETF 0.1 4 46 4.2 +7.1
ACVF American Conservative Values ETF 0.1 75 -25 3.7 +6.6
AVUS Avantis U.S. Equity ETF 0.1 15 35 4.7 +7.6
TEXN iShares Texas Equity ETF 0.1 20 30 4.9 +7.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 10 5.9 +8.9
SFY SoFi Select 500 ETF 0.1 0 50 3.7 +6.6
DFAU Dimensional US Core Equity Market ETF 0.1 12 38 4.3 +7.2
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 41 4.9 +7.8
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 35 4.9 +7.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 11 3.5 +6.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 43 4.1 +7.0
GXLC Global X U.S. 500 ETF 0.1 2 48 4.1 +7.0
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 50 12.4 +15.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 3.2 +6.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 31 4.6 +7.6
OALC OneAscent Large Cap Core ETF 0.1 86 -36 3.4 +6.3
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 4.8 +7.8
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 8 4.0 +6.9
BKIE BNY Mellon International Equity ETF 0.1 4 46 17.3 +20.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 5.6 +8.6
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 15 4.2 +7.2
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 32 4.6 +7.5
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 4.1 +7.0
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 32 4.3 +7.3
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 32 3.9 +6.8
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 3.1 +6.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 48 4.2 +7.1
TOK iShares MSCI Kokusai ETF 0.1 26 24 4.2 +7.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 58 -8 5.2 +8.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 35 4.2 +7.1
URTH iShares MSCI World ETF 0.1 24 26 4.3 +7.2
TOPC iShares S&P 500 3% Capped ETF 0.1 15 35 4.3 +7.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 15 6.4 +9.3
IYY iShares Dow Jones U.S. ETF 0.1 20 30 4.1 +7.0
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 4.2 +7.1
DFUS Dimensional U.S. Equity ETF 0.1 9 41 4.1 +7.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 4.3 +7.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 10 5.3 +8.2
EPS WisdomTree U.S. LargeCap Fund 0.1 8 42 4.7 +7.6
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 21 4.0 +7.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 15 5.3 +8.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 40 4.2 +7.1
CHRI Global X S&P 500 Christian Values ETF 0.1 29 21 3.9 +6.9
ACWI iShares MSCI ACWI ETF 0.1 32 18 4.6 +7.5
XVV iShares ESG Screened S&P 500 ETF 0.1 8 42 4.1 +7.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 30 4.7 +7.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 47 4.3 +7.3
RVRB Reverb ETF 0.1 30 20 3.7 +6.7
VEGN US Vegan Climate ETF 0.1 60 -10 3.4 +6.3
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 35 5.3 +8.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 30 4.0 +6.9
SCHK Schwab 1000 Index ETF 0.1 5 45 4.2 +7.2
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 48 4.2 +7.1
VOO Vanguard S&P 500 ETF 0.1 3 47 4.2 +7.1
SPY SPDR S&P 500 ETF 0.1 9 41 4.1 +7.1
RAUS RACWI US ETF 0.1 15 35 4.1 +7.0
IVV iShares Core S&P 500 ETF 0.1 3 47 4.2 +7.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 41 3.9 +6.8
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 41 4.1 +7.0
VOTE TCW Transform 500 ETF 0.1 5 45 4.1 +7.0
VV Vanguard Large-Cap ETF 0.1 4 46 4.1 +7.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 6.1 +9.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 25 5.5 +8.4
JHML John Hancock Multifactor Large Cap ETF 0.1 29 21 4.5 +7.4
SCHX Schwab U.S. Large-Cap ETF 0.1 3 47 4.2 +7.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 38 6.0 +9.0
MNZL Manzil Russell Halal USA Broad MarketETF 0.1 40 10 3.8 +6.8
APUE ActivePassive U.S. Equity ETF 0.1 45 5 3.9 +6.8
EQL Alps Equal Sector Weight ETF 0.1 25 25 5.1 +8.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 39 4.3 +7.2
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -15 6.5 +9.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 47 5.6 +8.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.0 15 35 5.0 +7.9
IDHQ Invesco S&P International Developed High Quality ETF 0.0 29 21 4.9 +7.8
AVDV Avantis International Small Cap Value ETF 0.0 36 14 7.4 +10.3
HDUS Hartford Disciplined US Equity ETF 0.0 19 31 4.7 +7.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 30 5.9 +8.9
SCHC Schwab International Small-Cap Equity ETF 0.0 11 39 6.4 +9.3
SSPY Syntax Stratified LargeCap ETF 0.0 30 20 5.9 +8.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.0 35 15 4.8 +7.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.0 14 36 4.1 +7.1
RWL Invesco S&P 500 Revenue ETF 0.0 39 11 5.6 +8.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.0 9 41 4.2 +7.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 11 2.2 +5.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.0 10 40 3.7 +6.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 38 4.4 +7.3
GXC SPDR S & P China ETF 0.0 59 -9 19.3 +22.3
IPAC iShares Core MSCI Pacific ETF 0.0 9 41 5.2 +8.1
IWF iShares Russell 1000 Growth ETF 0.0 19 31 15.3 +18.2
GSPY Gotham Enhanced 500 ETF 0.0 50 0 4.3 +7.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 42 6.2 +9.1
VONG Vanguard Russell 1000 Growth ETF 0.0 7 43 3.8 +6.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 38 3.6 +6.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 11 6.5 +9.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 1 5.8 +8.8
PRF Invesco FTSE RAFI US 1000 ETF 0.0 34 16 5.4 +8.4
STXV Strive 1000 Value ETF 0.0 18 32 6.6 +9.5
IEFA iShares Core MSCI EAFE ETF 0.0 7 43 5.9 +8.8
GWX SPDR S&P International Small Cap ETF 0.0 40 10 5.6 +8.6
ENHU iShares Enhanced Large Cap Core Active ETF 0.0 22 28 4.1 +7.0
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 46 5.8 +8.8
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 33 6.4 +9.3
AVSD Avantis Responsible International Equity ETF 0.0 23 27 5.8 +8.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.0 35 15 5.4 +8.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 25 6.0 +8.9
DFIS Dimensional International Small Cap ETF 0.0 39 11 5.9 +8.8
DFVX Dimensional US Large Cap Vector ETF 0.0 22 28 5.2 +8.2
VPL Vanguard FTSE Pacific ETF 0.0 7 43 4.9 +7.9
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 43 6.4 +9.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 3.9 +6.8
DFLV Dimensional US Large Cap Value ETF 0.0 22 28 5.8 +8.8
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 5.1 +8.0
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.2 +12.1
VSGX Vanguard ESG International Stock ETF 0.0 10 40 6.3 +9.3
VXUS Vanguard Total International Stock ETF 0.0 5 45 6.4 +9.3
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 26 5.5 +8.4
VEA Vanguard FTSE Developed Markets ETF 0.0 3 47 5.7 +8.6
DFUV Dimensional US Marketwide Value ETF 0.0 22 28 5.8 +8.8
DFIC Dimensional International Core Equity 2 ETF 0.0 23 27 6.0 +9.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -15 0.0 +2.9
DFAI Dimensional International Core Equity Market ETF 0.0 18 32 5.8 +8.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.2 +9.1
EBI Longview Advantage ETF 0.0 35 15 5.8 +8.7
DXIV Dimensional International Vector Equity ETF 0.0 34 16 6.3 +9.2
AVDE Avantis International Equity ETF 0.0 23 27 6.0 +8.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 1 8.4 +11.4

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 Blockchain ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -19.2 %
Divided by: Fwd. P/BV 7.9 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -2.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.47 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.