Global X Blockchain ETF
ALTAR
Score™		 -2.6% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 73.1x P/Sales
ratio		 7.0x
P/BV
ratio		 8.6x Div.
yield		 0.2%


  • 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) $384
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 35
Wgt avg mkt cap (mns) $10,264
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
IRIS ENERGY LTD. 12.0 %
APPLIED BLOCKCHAIN INC 11.2 %
COINBASE GLOBAL, INC. CLASS A 11.1 %
BITMINE IMMERSION TECHNOLOGI 10.2 %
HUT 8 CORP 6.9 %
CIPHER MINING INC 5.2 %
TERAWULF INC. 4.9 %
CORE SCIENTIFIC, INC. 4.6 %
RIOT BLOCKCHAIN INC 4.5 %
GALAXY DIGITAL HOLDINGS LTD. 4.1 %
Total 74.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 70.6 %
CANADA 13.2 %
AUSTRALIA 12.0 %
CHINA 2.9 %
GERMANY 0.7 %
BRITAIN 0.3 %
HONG KONG 0.3 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
27.1% 27.1% -- -- -4.5%

Market Correlations
versus... Beta R-squared
S&P500 2.26 39%
MSCI EAFE 1.82 18%
MSCI Emg. Mkts. 2.21 30%

Technical Indicators
Recent close $78.25
30d moving avg. $72.53
Annualized volatility 80.2%
Short interest (ETF) 1.2%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 97
Turnover 2.0%
Bid/Ask (% of price) 0.32%
ADV underlying (mns) $27,442

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 321 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™: -2.6%


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
(%)
MNRS Grayscale Bitcoin Miners ETF 63.6 59 -9 0.0 +2.6
DAPP VanEck Digital Transformation ETF 61.1 50 0 0.0 +2.6
WGMI Valkyrie Bitcoin Miners ETF 59.4 75 -25 -3.8 -1.2
IBLC iShares Blockchain and Tech ETF 49.7 47 3 -1.4 +1.2
BITQ Bitwise Crypto Industry Innovators ETF 46.5 85 -35 -1.9 +0.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 46.2 39 11 -0.8 +1.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 26.0 61 -11 -0.6 +2.0
BWEB Bitwise Web3 ETF 24.0 85 -35 -0.1 +2.5
BLOK Amplify Transformational Data Sharing ETF 22.9 75 -25 0.3 +2.9
BCOR Grayscale Bitcoin Adopters ETF 20.7 59 -9 2.1 +4.7
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 19.8 85 -35 -2.2 +0.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 19.2 65 -15 -1.1 +1.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 18.1 61 -11 1.7 +4.4
FINX Global X FinTech ETF 12.9 68 -18 2.5 +5.1
SPRX Spear Alpha ETF 12.1 75 -25 -0.4 +2.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 11.1 68 -18 5.8 +8.4
TCAI Tortoise AI Infrastructure ETF 10.5 65 -15 1.9 +4.6
DTCR Global X Data Center & Digital Infrastructure ETF 10.4 50 0 3.1 +5.7
STCE Schwab Crypto Thematic ETF 9.7 30 20 3.2 +5.8
ARKF ARK Fintech Innovation ETF 8.3 75 -25 0.1 +2.7
ARKK ARK Innovation ETF 7.7 75 -25 -2.8 -0.1
BUZZ VanEck Social Sentiment ETF 7.6 75 -25 -0.8 +1.9
ARKW ARK Next Generation Internet ETF 7.4 87 -37 0.6 +3.3
PTF Invesco Dorsey Wright Technology Momentum ETF 6.5 60 -10 -1.0 +1.6
XSW State Street SPDR S&P Software & Services ETF 6.3 35 15 2.3 +5.0
HYP Golden Eagle Dynamic Hypergrowth ETF 5.5 85 -35 -1.1 +1.5
PSCT Invesco S&P SmallCap Information Technology ETF 5.1 29 21 4.1 +6.7
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 4.2 75 -25 4.8 +7.4
YALL God Bless America ETF 4.1 65 -15 3.9 +6.5
IWC iShares Micro-Cap ETF 3.9 60 -10 -1.3 +1.4
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.9 40 10 3.7 +6.3
RVER Trenchless Fund ETF 3.8 65 -15 2.2 +4.9
CBSE Clough Select Equity ETF 3.5 85 -35 0.9 +3.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.3 20 30 2.6 +5.2
IVRS iShares Future Metaverse Tech and Communications ETF 3.2 47 3 2.9 +5.6
FDFF Fidelity Disruptive Finance ETF 2.5 50 0 3.9 +6.5
METV Roundhill Ball Metaverse ETF 2.3 59 -9 7.5 +10.1
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 71 -21 -1.3 +1.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 3.0 +5.7
IWN iShares Russell 2000 Value ETF 1.9 24 26 5.8 +8.4
PNQI Invesco NASDAQ Internet ETF 1.8 60 -10 3.0 +5.6
VTWV Vanguard Russell 2000 Value ETF 1.8 10 40 5.8 +8.5
SPHB Invesco S&P 500 High Beta ETF 1.8 25 25 4.0 +6.7
PWB Invesco Large Cap Growth ETF 1.7 56 -6 2.0 +4.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 1.6 40 10 6.0 +8.6
IVES Wedbush ETFMG Global Cloud Technology ETF 1.6 68 -18 4.7 +7.3
TMAT Main Thematic Innovation ETF 1.5 164 -114 -1.5 +1.1
ANEW ProShares MSCI Transformational Changes ETF 1.5 45 5 4.5 +7.2
RSSL Global X Russell 2000 ETF 1.4 8 42 3.1 +5.8
VOT Vanguard Mid-Cap Growth ETF 1.4 7 43 3.0 +5.6
IWM iShares Russell 2000 ETF 1.4 19 31 3.1 +5.8
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 44 2.5 +5.1
KCE State Street SPDR S&P Capital Markets ETF 1.4 35 15 5.3 +8.0
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -2 3.2 +5.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 41 3.5 +6.1
XITK State Street SPDR FactSet Innovative Technology ETF 1.3 45 5 0.7 +3.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 46 5.1 +7.7
STXK Strive Small-Cap ETF 1.3 18 32 5.3 +7.9
FDNI First Trust Dow Jones International Internet ETF 1.2 65 -15 17.9 +20.6
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 37 2.5 +5.1
SFYF SoFi Social 50 ETF 1.2 29 21 0.9 +3.5
VTWO Vanguard Russell 2000 ETF 1.2 7 43 3.3 +5.9
LCLG Logan Capital Broad Innovative Growth ETF 1.1 99 -49 2.9 +5.5
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 -10 4.2 +6.8
IGV iShares Expanded Tech-Software Sector ETF 1.1 41 9 2.6 +5.3
XDAT Franklin Exponential Data ETF 1.0 50 0 1.9 +4.6
REAI Intelligent Real Estate ETF 1.0 59 -9 14.3 +16.9
TIME Clockwise Core Equity & Innovation ETF 1.0 95 -45 3.2 +5.8
FXO First Trust Financials AlphaDEX Fund 1.0 62 -12 7.3 +9.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -10 -0.9 +1.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -11 5.0 +7.6
IWO iShares Russell 2000 Growth ETF 0.9 24 26 0.6 +3.3
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 44 3.6 +6.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.8 15 35 6.7 +9.4
BPAY BlackRock Future Financial and Technology ETF 0.8 70 -20 5.6 +8.2
IYF iShares U.S. Financials ETF 0.8 40 10 5.3 +7.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.8 10 40 4.8 +7.4
IYG iShares US Financial Services ETF 0.8 40 10 4.8 +7.4
AIQ Global X Artificial Intelligence & Technology ETF 0.7 68 -18 2.9 +5.5
ISCB iShares Morningstar Small-Cap ETF 0.7 4 46 5.1 +7.7
VGT Vanguard Information Technology ETF 0.7 9 41 3.2 +5.9
XLF The Financial Select Sector SPDR Fund 0.7 8 42 5.3 +7.9
VTWG Vanguard Russell 2000 Growth ETF 0.7 10 40 0.8 +3.4
DARP Grizzle Growth ETF 0.7 75 -25 2.0 +4.6
BCDF Horizon Kinetics Blockchain Development ETF 0.6 85 -35 3.8 +6.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 33 5.2 +7.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.6 52 -2 5.1 +7.8
XT iShares Exponential Technologies ETF 0.6 46 4 4.1 +6.8
BUYZ Franklin Disruptive Commerce ETF 0.6 50 0 2.0 +4.6
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 15 3.6 +6.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.6 64 -14 0.9 +3.5
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 42 3.2 +5.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 25 6.9 +9.5
VFH Vanguard Financials ETF 0.5 9 41 5.7 +8.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 30 4.7 +7.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.5 18 32 4.6 +7.3
VO Vanguard Mid-Cap ETF 0.5 4 46 5.3 +7.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -20 1.7 +4.3
FNCL Fidelity MSCI Financials Index ETF 0.5 8 42 5.7 +8.3
JOET Virtus Terranova US Quality Momentum ETF 0.5 29 21 4.2 +6.8
EZM WisdomTree U.S. MidCap Fund 0.5 38 12 7.6 +10.2
VXF Vanguard Extended Market ETF 0.5 5 45 3.9 +6.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.5 15 35 4.7 +7.3
IWS iShares Russell Mid-Cap Value ETF 0.5 23 27 6.3 +8.9
IJR iShares Core S&P Small Cap ETF 0.5 6 44 6.7 +9.3
EES WisdomTree U.S. SmallCap Fund 0.5 38 12 7.6 +10.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 43 6.7 +9.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 47 6.7 +9.4
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 32 8.7 +11.3
FESM Fidelity Enhanced Small Cap ETF 0.4 28 22 2.8 +5.4
IWR iShares Russell Midcap ETF 0.4 19 31 5.4 +8.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 35 8.7 +11.3
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 46 5.5 +8.1
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 25 4.6 +7.2
PTL Inspire 500 ETF 0.4 9 41 4.7 +7.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 43 5.0 +7.6
FDMO Fidelity Momentum Factor ETF 0.4 15 35 3.0 +5.6
IXG iShares Global Financials ETF 0.4 42 8 5.9 +8.5
DFAS Dimensional U.S. Small Cap ETF 0.4 26 24 5.8 +8.4
TRFM AAM Transformers ETF 0.4 49 1 0.9 +3.6
VBK Vanguard Small-Cap Growth ETF 0.3 7 43 1.5 +4.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -45 -0.5 +2.2
XOEF iShares S&P 500 ex S&P 100 ETF 0.3 20 30 4.8 +7.4
YNOT Horizon Digital Frontier ETF 0.3 75 -25 2.4 +5.1
CLOD Themes Cloud Computing ETF 0.3 35 15 2.9 +5.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.3 4 46 5.1 +7.7
BFOR ALPS Barron's 400 ETF 0.3 65 -15 4.9 +7.5
CGGO Capital Group Global Growth Equity ETF 0.3 47 3 3.7 +6.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 10 3.1 +5.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 38 6.7 +9.3
GSPY Gotham Enhanced 500 ETF 0.3 50 0 4.4 +7.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 10 4.2 +6.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 29 3.0 +5.7
IGM iShares Expanded Tech Sector ETF 0.3 41 9 2.9 +5.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 15 6.8 +9.4
PGJ Invesco Golden Dragon China ETF 0.2 70 -20 11.8 +14.4
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 8 5.8 +8.4
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 30 5.9 +8.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 26 6.5 +9.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 11 4.3 +7.0
AOTG AOT Growth and Innovation ETF 0.2 75 -25 1.4 +4.1
ADME Aptus Drawdown Managed Equity ETF 0.2 79 -29 3.3 +5.9
SCHA Schwab U.S. Small-Cap ETF 0.2 4 46 4.9 +7.5
IVE iShares S&P 500 Value ETF 0.2 18 32 5.4 +8.0
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 14 2.8 +5.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.2 4 46 5.5 +8.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 46 3.1 +5.7
TEXN iShares Texas Equity ETF 0.2 20 30 5.5 +8.2
IUSV iShares Core S&P US Value ETF 0.2 4 46 5.7 +8.3
SFY SoFi Select 500 ETF 0.2 0 50 3.8 +6.4
ILCG iShares Morningstar Growth ETF 0.2 4 46 3.0 +5.6
VUG Vanguard Growth ETF 0.2 4 46 3.3 +5.9
OPTZ Optimize Strategy Index ETF 0.2 50 0 4.2 +6.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 38 3.4 +6.0
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 27 2.6 +5.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 25 4.7 +7.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 -10 5.9 +8.6
FDN First Trust Dow Jones Internet Index Fund 0.2 52 -2 2.5 +5.2
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -25 2.3 +5.0
DXUV Dimensional US Vector Equity ETF 0.2 28 22 5.2 +7.8
DCOR Dimensional US Core Equity 1 ETF 0.2 14 36 4.6 +7.2
ACVF American Conservative Values ETF 0.2 75 -25 3.6 +6.3
BLES Inspire Global Hope ETF 0.2 61 -11 6.1 +8.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 41 5.4 +8.0
HDUS Hartford Disciplined US Equity ETF 0.2 19 31 4.9 +7.6
DFVX Dimensional US Large Cap Vector ETF 0.2 22 28 5.3 +7.9
IWD iShares Russell 1000 Value ETF 0.2 19 31 5.6 +8.2
VB Vanguard Small-Cap ETF 0.2 5 45 5.3 +7.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 39 4.4 +7.0
SFYX SoFi Next 500 ETF 0.2 0 50 5.0 +7.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 38 5.7 +8.4
KLMN Invesco MSCI North America Climate ETF 0.1 9 41 4.3 +6.9
VONV Vanguard Russell 1000 Value ETF 0.1 7 43 5.7 +8.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 33 4.7 +7.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 47 4.2 +6.8
IWV iShares Russell 3000 ETF 0.1 20 30 4.0 +6.7
EUSA iShares MSCI USA Equal Weighted ETF 0.1 9 41 5.5 +8.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 11 8.4 +11.1
OALC OneAscent Large Cap Core ETF 0.1 86 -36 3.4 +6.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 31 4.8 +7.4
SIZE iShares MSCI USA Size Factor ETF 0.1 15 35 5.5 +8.1
VTI Vanguard Total Stock Market ETF 0.1 3 47 4.2 +6.8
VTHR Vanguard Russell 3000 ETF 0.1 7 43 4.2 +6.8
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.2 +8.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 15 4.5 +7.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 41 4.8 +7.5
PBUS Invesco MSCI USA ETF 0.1 4 46 4.2 +6.8
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 41 4.8 +7.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 58 -8 5.0 +7.7
DFSV Dimensional US Small Cap Value ETF 0.1 31 19 9.2 +11.9
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 41 4.1 +6.7
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 27 7.3 +10.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 3.3 +5.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 8 3.9 +6.6
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 32 4.4 +7.1
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 35 5.0 +7.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 35 4.2 +6.8
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -15 3.4 +6.1
GWX SPDR S&P International Small Cap ETF 0.1 40 10 5.9 +8.5
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 2.8 +5.4
TOPC iShares S&P 500 3% Capped ETF 0.1 15 35 4.4 +7.0
DFAU Dimensional US Core Equity Market ETF 0.1 12 38 4.3 +6.9
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 21 4.0 +6.6
STXG Strive 1000 Growth ETF 0.1 18 32 3.1 +5.7
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 40 4.9 +7.6
VOOV Vanguard S&P 500 Value ETF 0.1 7 43 5.5 +8.1
XVV iShares ESG Screened S&P 500 ETF 0.1 8 42 4.1 +6.7
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 41 4.0 +6.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.1 52 -2 4.9 +7.6
CHRI Global X S&P 500 Christian Values ETF 0.1 29 21 3.9 +6.5
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 25 8.6 +11.3
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -2 6.2 +8.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 39 4.2 +6.8
DFUS Dimensional U.S. Equity ETF 0.1 9 41 4.1 +6.7
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 4.2 +6.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 47 4.4 +7.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 30 4.0 +6.6
RVRB Reverb ETF 0.1 30 20 3.9 +6.6
IVV iShares Core S&P 500 ETF 0.1 3 47 4.2 +6.8
SPY SPDR S&P 500 ETF 0.1 9 41 4.1 +6.8
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 48 4.3 +6.9
VOO Vanguard S&P 500 ETF 0.1 3 47 4.2 +6.9
SCHK Schwab 1000 Index ETF 0.1 5 45 4.2 +6.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 48 4.3 +6.9
EPS WisdomTree U.S. LargeCap Fund 0.1 8 42 4.9 +7.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 41 4.1 +6.7
VOTE TCW Transform 500 ETF 0.1 5 45 4.2 +6.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 40 4.5 +7.1
GXLC Global X U.S. 500 ETF 0.1 2 48 4.1 +6.7
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 4.1 +6.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -15 7.0 +9.7
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 8 3.9 +6.5
VV Vanguard Large-Cap ETF 0.1 4 46 4.1 +6.8
SCHX Schwab U.S. Large-Cap ETF 0.1 3 47 4.2 +6.9
IYY iShares Dow Jones U.S. ETF 0.1 20 30 4.1 +6.7
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 32 4.0 +6.6
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 32 4.5 +7.1
IWB iShares Russell 1000 ETF 0.1 15 35 4.1 +6.8
VOOG Vanguard S&P 500 Growth ETF 0.1 7 43 3.3 +5.9
STRV Strive 500 ETF 0.1 5 45 4.1 +6.7
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 8.9 +11.5
AVUS Avantis U.S. Equity ETF 0.1 15 35 4.9 +7.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 50 4.2 +6.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 43 4.1 +6.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 41 4.1 +6.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.1 35 15 5.0 +7.6
VONE Vanguard Russell 1000 ETF 0.1 7 43 4.2 +6.9
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 44 7.5 +10.2
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 35 4.1 +6.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 32 5.6 +8.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 30 6.4 +9.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -20 3.3 +5.9
AVDS Avantis International Small Cap Equity ETF 0.1 30 20 5.9 +8.5
APUE ActivePassive U.S. Equity ETF 0.1 45 5 3.9 +6.5
VT Vanguard Total World Stock ETF 0.1 6 44 5.1 +7.7
EBI Longview Advantage ETF 0.1 35 15 5.7 +8.4
TOK iShares MSCI Kokusai ETF 0.1 26 24 4.3 +6.9
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 15 5.3 +7.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 10 5.2 +7.9
JHML John Hancock Multifactor Large Cap ETF 0.1 29 21 4.6 +7.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 4.5 +7.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 35 5.2 +7.9
URTH iShares MSCI World ETF 0.1 24 26 4.4 +7.0
RWL Invesco S&P 500 Revenue ETF 0.1 39 11 5.9 +8.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 25 6.7 +9.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 30 4.7 +7.4
ACWI iShares MSCI ACWI ETF 0.1 32 18 4.7 +7.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 6.0 +8.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.1 25 25 4.1 +6.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 5.8 +8.4
SCHC Schwab International Small-Cap Equity ETF 0.0 11 39 6.7 +9.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 11 2.7 +5.3
BKIE BNY Mellon International Equity ETF 0.0 4 46 6.0 +8.6
TXS Texas Capital Texas Equity Index ETF 0.0 49 1 5.3 +7.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.0 10 40 3.6 +6.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 38 4.3 +6.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 10 6.2 +8.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 41 4.6 +7.2
SSPY Syntax Stratified LargeCap ETF 0.0 30 20 6.0 +8.6
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 11 5.9 +8.5
GXC SPDR S & P China ETF 0.0 59 -9 14.0 +16.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.0 35 15 6.3 +9.0
IPAC iShares Core MSCI Pacific ETF 0.0 9 41 5.6 +8.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 42 6.5 +9.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.0 14 36 4.2 +6.8
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 27 5.2 +7.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 38 3.6 +6.2
AVMV Avantis U.S. Mid Cap Value ETF 0.0 20 30 7.6 +10.2
IWF iShares Russell 1000 Growth ETF 0.0 19 31 3.2 +5.8
VONG Vanguard Russell 1000 Growth ETF 0.0 7 43 3.4 +6.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 30 5.8 +8.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.0 12 38 6.5 +9.1
IEUS iShares MSCI Europe Small-Cap ETF 0.0 42 8 6.5 +9.2
AVSD Avantis Responsible International Equity ETF 0.0 23 27 4.6 +7.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.0 15 35 4.9 +7.6
VPL Vanguard FTSE Pacific ETF 0.0 7 43 5.7 +8.4
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.2 +11.8
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.0 10 40 3.6 +6.2
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 46 6.0 +8.7
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 43 6.7 +9.3
IEFA iShares Core MSCI EAFE ETF 0.0 7 43 6.1 +8.7
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 5.1 +7.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 25 6.3 +9.0
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 26 5.4 +8.1
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 7.4 +10.0
DFUV Dimensional US Marketwide Value ETF 0.0 22 28 6.4 +9.1
VEA Vanguard FTSE Developed Markets ETF 0.0 3 47 6.1 +8.7
VSGX Vanguard ESG International Stock ETF 0.0 10 40 6.6 +9.3
DXIV Dimensional International Vector Equity ETF 0.0 34 16 6.6 +9.2
DFAI Dimensional International Core Equity Market ETF 0.0 18 32 6.0 +8.6
DFIC Dimensional International Core Equity 2 ETF 0.0 23 27 6.3 +9.0
VXUS Vanguard Total International Stock ETF 0.0 5 45 6.8 +9.4
SPEU SPDR Portfolio Europe ETF 0.0 7 43 6.3 +8.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 7.0 +9.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 1 8.3 +10.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.6 +9.2
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -9 2.2 +4.8
AVDE Avantis International Equity ETF 0.0 23 27 6.3 +9.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 11 6.8 +9.4
AVUQ Avantis U.S. Quality ETF 0.0 15 35 3.5 +6.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 5 6.0 +8.6

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 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 -18.3 %
Divided by: Fwd. P/BV 8.6 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -2.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.48 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.