Global X Blockchain ETF
ALTAR
Score™		 -2.8% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 579.5x P/Sales
ratio		 6.3x
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) $265
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
IREN LTD 11.4 %
COINBASE GLOBAL, INC. CLASS A 9.9 %
BITMINE IMMERSION TECHNOLOGI 9.3 %
APPLIED BLOCKCHAIN INC 8.9 %
TERAWULF INC. 7.2 %
HUT 8 CORP 6.0 %
RIOT BLOCKCHAIN INC 5.5 %
CIPHER MINING INC 5.3 %
CORE SCIENTIFIC, INC. 5.2 %
KEEL INFRASTRUCTURE CORP 4.7 %
Total 73.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 71.5 %
AUSTRALIA 11.4 %
CANADA 8.6 %
CHINA 2.8 %
GERMANY 0.7 %
HONG KONG 0.3 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-12.6% 72.4% -- -- -6.9%

Market Correlations
versus... Beta R-squared
S&P500 2.24 35%
MSCI EAFE 1.97 23%
MSCI Emg. Mkts. 2.01 32%

Technical Indicators
Recent close $75.33
30d moving avg. $60.99
Annualized volatility 80.2%
Short interest (ETF) 1.2%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 88
Turnover 2.5%
Bid/Ask (% of price) 0.35%
ADV underlying (mns) $27,442

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 318 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™: -2.8%


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 60.5 59 -9 -2.4 +0.5
IBLC iShares Blockchain and Tech ETF 59.8 47 3 -1.3 +1.6
WGMI Valkyrie Bitcoin Miners ETF 58.1 75 -25 -2.9 -0.1
BITQ Bitwise Crypto Industry Innovators ETF 46.4 85 -35 -2.2 +0.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 43.8 39 11 -1.2 +1.6
BLOK Amplify Transformational Data Sharing ETF 29.9 75 -25 -0.2 +2.7
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 23.7 85 -35 0.0 +2.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 23.2 61 -11 -0.7 +2.1
BWEB Bitwise Web3 ETF 21.6 85 -35 -0.1 +2.7
BCOR Grayscale Bitcoin Adopters ETF 20.5 59 -9 1.6 +4.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 16.2 61 -11 1.5 +4.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 15.6 68 -18 0.6 +3.5
FINX Global X FinTech ETF 12.8 68 -18 2.7 +5.6
STCE Schwab Crypto Thematic ETF 11.9 30 20 2.5 +5.3
TCAI Tortoise AI Infrastructure ETF 10.6 65 -15 1.4 +4.3
WTRE WisdomTree New Economy Real Estate Fund 10.0 58 -8 -0.3 +2.5
SPRX Spear Alpha ETF 9.4 75 -25 -0.8 +2.1
XSW State Street SPDR S&P Software & Services ETF 8.3 35 15 3.0 +5.8
IVRS iShares Future Metaverse Tech and Communications ETF 8.2 47 3 4.9 +7.7
BUZZ VanEck Social Sentiment ETF 8.1 75 -25 -0.7 +2.2
ARKF ARK Fintech Innovation ETF 7.3 75 -25 0.2 +3.0
PTF Invesco Dorsey Wright Technology Momentum ETF 6.5 60 -10 -1.0 +1.9
ARKK ARK Innovation ETF 6.3 75 -25 -2.9 -0.0
ARKW ARK Next Generation Internet ETF 6.0 87 -37 0.6 +3.5
PSCT Invesco S&P SmallCap Information Technology ETF 5.1 29 21 3.5 +6.3
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 4.6 75 -25 5.6 +8.5
AIPO Defiance AI & Power Infrastructure ETF 4.5 69 -19 0.8 +3.6
RVER Trenchless Fund ETF 4.2 65 -15 0.7 +3.6
HYP Golden Eagle Dynamic Hypergrowth ETF 4.0 85 -35 -0.8 +2.1
YALL God Bless America ETF 4.0 65 -15 4.1 +6.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.9 20 30 0.8 +3.7
BCDF Horizon Kinetics Blockchain Development ETF 3.7 85 -35 3.6 +6.4
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.7 40 10 4.0 +6.8
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 3.6 75 -25 1.9 +4.8
IWC iShares Micro-Cap ETF 3.5 60 -10 -1.4 +1.5
CBSE Clough Select Equity ETF 3.5 85 -35 0.4 +3.2
TIME Clockwise Core Equity & Innovation ETF 3.1 95 -45 2.1 +5.0
DTCR Global X Data Center & Digital Infrastructure ETF 3.0 50 0 3.5 +6.3
KCE State Street SPDR S&P Capital Markets ETF 2.9 35 15 5.8 +8.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.5 70 -20 2.0 +4.9
FDFF Fidelity Disruptive Finance ETF 2.5 50 0 5.1 +8.0
METV Roundhill Ball Metaverse ETF 2.2 59 -9 7.9 +10.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 3.0 +5.9
BJK VanEck Gaming ETF 2.0 65 -15 4.1 +6.9
IGV iShares Expanded Tech-Software Sector ETF 2.0 41 9 3.6 +6.4
FMKT The Free Markets ETF 1.9 76 -26 4.1 +6.9
PNQI Invesco NASDAQ Internet ETF 1.8 60 -10 3.5 +6.4
VTWV Vanguard Russell 2000 Value ETF 1.8 10 40 5.0 +7.8
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 44 2.7 +5.6
IWN iShares Russell 2000 Value ETF 1.8 24 26 4.8 +7.7
SPHB Invesco S&P 500 High Beta ETF 1.8 25 25 3.9 +6.7
PWB Invesco Large Cap Growth ETF 1.7 56 -6 2.0 +4.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 1.6 40 10 6.3 +9.2
IVES Wedbush ETFMG Global Cloud Technology ETF 1.6 68 -18 4.0 +6.8
TMAT Main Thematic Innovation ETF 1.5 164 -114 -2.0 +0.9
ANEW ProShares MSCI Transformational Changes ETF 1.5 45 5 4.4 +7.3
RSSL Global X Russell 2000 ETF 1.4 8 42 2.7 +5.6
IWM iShares Russell 2000 ETF 1.4 19 31 2.7 +5.5
FDNI First Trust Dow Jones International Internet ETF 1.4 65 -15 21.4 +24.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 41 3.8 +6.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 46 5.2 +8.1
GINN Goldman Sachs Innovate Equity ETF 1.3 52 -2 3.8 +6.6
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 37 1.7 +4.5
VTWO Vanguard Russell 2000 ETF 1.2 7 43 2.8 +5.6
FFF Founders 100 ETF 1.2 75 -25 2.5 +5.3
XITK State Street SPDR FactSet Innovative Technology ETF 1.2 45 5 0.1 +3.0
FFTY Innovator IBD 50 ETF 1.1 80 -30 -0.0 +2.8
XDAT Franklin Exponential Data ETF 1.0 50 0 1.2 +4.1
IWO iShares Russell 2000 Growth ETF 1.0 24 26 0.5 +3.3
VOT Vanguard Mid-Cap Growth ETF 1.0 7 43 3.1 +5.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -10 -0.9 +1.9
SFYF SoFi Social 50 ETF 0.9 29 21 0.8 +3.7
ISCB iShares Morningstar Small-Cap ETF 0.9 4 46 5.4 +8.2
STXK Strive Small-Cap ETF 0.9 18 32 5.2 +8.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -14 1.3 +4.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -10 6.2 +9.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.8 15 35 6.3 +9.1
BPAY BlackRock Future Financial and Technology ETF 0.8 70 -20 5.2 +8.0
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 40 0.6 +3.5
LCLG Logan Capital Broad Innovative Growth ETF 0.8 99 -49 2.9 +5.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 33 5.0 +7.8
STXM Strive Mid-Cap ETF 0.7 18 32 5.7 +8.6
VGT Vanguard Information Technology ETF 0.7 9 41 3.3 +6.2
VBK Vanguard Small-Cap Growth ETF 0.7 7 43 1.3 +4.1
IYG iShares US Financial Services ETF 0.6 40 10 5.2 +8.1
CLOD Themes Cloud Computing ETF 0.6 35 15 3.5 +6.3
IYF iShares U.S. Financials ETF 0.6 40 10 5.7 +8.5
VXF Vanguard Extended Market ETF 0.6 5 45 3.8 +6.6
BUYZ Franklin Disruptive Commerce ETF 0.6 50 0 2.2 +5.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.6 6 44 3.4 +6.3
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 42 3.3 +6.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 25 7.8 +10.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 30 4.1 +6.9
XLF Financial Select Sector SPDR 0.5 8 42 5.7 +8.5
FNCL Fidelity MSCI Financials Index ETF 0.5 8 42 6.1 +8.9
JOET Virtus Terranova US Quality Momentum ETF 0.5 29 21 3.8 +6.7
EZM WisdomTree U.S. MidCap Fund 0.5 38 12 8.0 +10.8
WSML iShares MSCI World Small-Cap ETF 0.5 15 35 5.3 +8.2
VFH Vanguard Financials ETF 0.4 9 41 6.1 +8.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 38 6.2 +9.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.4 15 35 3.7 +6.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 32 3.7 +6.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -21 -0.6 +2.2
FESM Fidelity Enhanced Small Cap ETF 0.4 28 22 2.3 +5.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 7 43 6.3 +9.1
GQQQ Astoria US Quality Growth Kings ETF 0.4 35 15 3.4 +6.3
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 25 4.7 +7.5
PTL Inspire 500 ETF 0.4 9 41 4.4 +7.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -45 -0.5 +2.3
EES WisdomTree U.S. SmallCap Fund 0.4 38 12 7.9 +10.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 43 5.3 +8.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.4 3 47 6.4 +9.3
IJR iShares Core S&P Small Cap ETF 0.4 6 44 6.4 +9.2
FDMO Fidelity Momentum Factor ETF 0.4 15 35 2.5 +5.3
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -18 3.1 +5.9
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 41 5.5 +8.4
DFAS Dimensional U.S. Small Cap ETF 0.4 26 24 5.6 +8.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 40 9.1 +11.9
XT iShares Exponential Technologies ETF 0.4 46 4 4.1 +6.9
VO Vanguard Mid-Cap ETF 0.4 4 46 5.3 +8.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 10 40 3.7 +6.5
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 32 9.0 +11.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.3 15 35 9.1 +11.9
IWS iShares Russell Mid-Cap Value ETF 0.3 23 27 6.1 +8.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.3 4 46 5.6 +8.4
VB Vanguard Small-Cap ETF 0.3 5 45 5.2 +8.0
IGM iShares Expanded Tech Sector ETF 0.3 41 9 2.9 +5.7
CGGO Capital Group Global Growth Equity ETF 0.3 47 3 4.2 +7.0
IWR iShares Russell Midcap ETF 0.3 19 31 5.4 +8.2
SIZE iShares MSCI USA Size Factor ETF 0.3 15 35 5.5 +8.3
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 46 5.3 +8.2
IXG iShares Global Financials ETF 0.3 42 8 6.1 +9.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 10 3.9 +6.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 29 2.9 +5.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 15 6.5 +9.3
YNOT Horizon Digital Frontier ETF 0.2 75 -25 2.6 +5.4
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 8 5.9 +8.8
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 30 5.9 +8.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.2 40 10 3.3 +6.2
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 30 4.7 +7.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 26 6.0 +8.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 11 3.5 +6.4
TRFM AAM Transformers ETF 0.2 49 1 1.0 +3.9
SCHA Schwab U.S. Small-Cap ETF 0.2 4 46 4.4 +7.3
DFSV Dimensional US Small Cap Value ETF 0.2 31 19 8.9 +11.7
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -25 5.9 +8.7
FDN First Trust Dow Jones Internet Index Fund 0.2 52 -2 2.7 +5.5
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -25 2.5 +5.4
AOTG AOT Growth and Innovation ETF 0.2 75 -25 1.4 +4.2
GEW Cambria Global EW ETF 0.2 29 21 5.4 +8.2
USEW Cambria US EW ETF 0.2 30 20 4.2 +7.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 25 5.0 +7.8
DXUV Dimensional US Vector Equity ETF 0.2 28 22 5.3 +8.1
ACVF American Conservative Values ETF 0.2 75 -25 3.7 +6.6
BLES Inspire Global Hope ETF 0.2 61 -11 5.7 +8.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 41 5.2 +8.1
HDUS Hartford Disciplined US Equity ETF 0.2 19 31 4.8 +7.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.2 35 15 6.3 +9.1
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 14 3.1 +5.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 39 4.4 +7.2
ADME Aptus Drawdown Managed Equity ETF 0.2 79 -29 3.4 +6.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 38 5.6 +8.4
KLMN Invesco MSCI North America Climate ETF 0.1 9 41 4.4 +7.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 35 5.0 +7.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 47 4.2 +7.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 46 3.3 +6.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 11 7.6 +10.4
OALC OneAscent Large Cap Core ETF 0.1 86 -36 3.5 +6.3
VOOV Vanguard S&P 500 Value ETF 0.1 7 43 5.7 +8.5
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 44 7.8 +10.6
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -15 3.5 +6.3
IVE iShares S&P 500 Value ETF 0.1 18 32 5.6 +8.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 46 5.7 +8.6
ILCG iShares Morningstar Growth ETF 0.1 4 46 3.1 +5.9
SFY SoFi Select 500 ETF 0.1 0 50 3.8 +6.7
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 33 4.7 +7.6
PBUS Invesco MSCI USA ETF 0.1 4 46 4.3 +7.1
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 41 4.8 +7.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 58 -8 4.9 +7.8
DCOR Dimensional US Core Equity 1 ETF 0.1 14 36 4.6 +7.5
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 27 2.8 +5.6
IUSV iShares Core S&P US Value ETF 0.1 4 46 5.9 +8.7
VUG Vanguard Growth ETF 0.1 4 46 3.4 +6.2
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 8.7 +11.5
VTI Vanguard Total Stock Market ETF 0.1 3 47 4.2 +7.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 41 4.9 +7.7
TEXN iShares Texas Equity ETF 0.1 20 30 5.2 +8.1
VTHR Vanguard Russell 3000 ETF 0.1 7 43 4.2 +7.0
IWV iShares Russell 3000 ETF 0.1 20 30 4.1 +6.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 3.2 +6.1
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 8 4.1 +6.9
PGJ Invesco Golden Dragon China ETF 0.1 70 -20 13.1 +16.0
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 35 5.0 +7.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 35 4.3 +7.2
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.0 +8.8
IWD iShares Russell 1000 Value ETF 0.1 19 31 5.5 +8.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 25 6.1 +8.9
VONV Vanguard Russell 1000 Value ETF 0.1 7 43 5.6 +8.4
STXG Strive 1000 Growth ETF 0.1 18 32 3.2 +6.1
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 41 4.2 +7.1
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 40 5.0 +7.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 41 4.0 +6.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.1 52 -2 4.8 +7.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 31 4.9 +7.7
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 25 8.0 +10.9
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -2 6.5 +9.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 39 4.2 +7.0
DFAU Dimensional US Core Equity Market ETF 0.1 12 38 4.4 +7.2
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 15 4.4 +7.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 48 4.2 +7.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 41 4.1 +6.9
VOTE TCW Transform 500 ETF 0.1 5 45 4.2 +7.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 40 4.3 +7.2
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 3.1 +5.9
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 32 4.7 +7.5
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 32 4.5 +7.3
AVUS Avantis U.S. Equity ETF 0.1 15 35 4.8 +7.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 50 4.2 +7.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 43 4.2 +7.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 41 4.4 +7.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.1 35 15 4.9 +7.7
TOPC iShares S&P 500 3% Capped ETF 0.1 15 35 4.4 +7.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 30 6.0 +8.9
DFUS Dimensional U.S. Equity ETF 0.1 9 41 4.1 +7.0
XVV iShares ESG Screened S&P 500 ETF 0.1 8 42 4.2 +7.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -11 5.4 +8.2
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 21 4.0 +6.9
CHRI Global X S&P 500 Christian Values ETF 0.1 29 21 4.0 +6.8
GXLC Global X U.S. 500 ETF 0.1 2 48 4.1 +7.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 47 4.4 +7.3
RVRB Reverb ETF 0.1 30 20 4.0 +6.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 30 4.0 +6.9
VOO Vanguard S&P 500 ETF 0.1 3 47 4.3 +7.1
IYY iShares Dow Jones U.S. ETF 0.1 20 30 4.1 +7.0
SCHK Schwab 1000 Index ETF 0.1 5 45 4.3 +7.1
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 4.3 +7.1
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 4.2 +7.0
IVV iShares Core S&P 500 ETF 0.1 3 47 4.3 +7.1
SPY SPDR S&P 500 ETF 0.1 9 41 4.2 +7.1
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 48 4.3 +7.1
RAUS RACWI US ETF 0.1 15 35 4.2 +7.1
VV Vanguard Large-Cap ETF 0.1 4 46 4.2 +7.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 10 5.9 +8.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -15 6.2 +9.1
SCHX Schwab U.S. Large-Cap ETF 0.1 3 47 4.3 +7.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 32 4.0 +6.8
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 25 3.4 +6.3
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 15 5.3 +8.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 10 5.2 +8.1
JHML John Hancock Multifactor Large Cap ETF 0.1 29 21 4.5 +7.4
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 4.4 +7.3
EPS WisdomTree U.S. LargeCap Fund 0.1 8 42 4.8 +7.6
IWB iShares Russell 1000 ETF 0.1 15 35 4.2 +7.1
VONE Vanguard Russell 1000 ETF 0.1 7 43 4.3 +7.1
AVDS Avantis International Small Cap Equity ETF 0.1 30 20 5.8 +8.7
STRV Strive 500 ETF 0.1 5 45 4.2 +7.0
TOK iShares MSCI Kokusai ETF 0.1 26 24 4.3 +7.2
APUE ActivePassive U.S. Equity ETF 0.1 45 5 4.0 +6.8
URTH iShares MSCI World ETF 0.1 24 26 4.4 +7.2
RWL Invesco S&P 500 Revenue ETF 0.1 39 11 5.9 +8.7
VT Vanguard Total World Stock ETF 0.1 6 44 5.0 +7.9
ACWI iShares MSCI ACWI ETF 0.1 32 18 4.7 +7.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 5.7 +8.6
MTUM iShares MSCI USA Momentum Factor ETF 0.0 15 35 2.6 +5.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 47 5.8 +8.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 11 2.3 +5.1
BKIE BNY Mellon International Equity ETF 0.0 4 46 5.9 +8.7
TXS Texas Capital Texas Equity Index ETF 0.0 49 1 5.0 +7.9
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 8 3.6 +6.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 30 4.7 +7.6
SCHC Schwab International Small-Cap Equity ETF 0.0 11 39 6.3 +9.1
GXC SPDR S & P China ETF 0.0 59 -9 16.9 +19.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 41 4.4 +7.2
SSPY Syntax Stratified LargeCap ETF 0.0 30 20 6.1 +8.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.0 10 40 3.7 +6.6
PRF Invesco FTSE RAFI US 1000 ETF 0.0 34 16 5.8 +8.6
DFVX Dimensional US Large Cap Vector ETF 0.0 22 28 5.3 +8.1
IPAC iShares Core MSCI Pacific ETF 0.0 9 41 5.4 +8.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 38 4.4 +7.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 42 6.0 +8.9
GSPY Gotham Enhanced 500 ETF 0.0 50 0 4.5 +7.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.0 14 36 4.2 +7.1
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 27 5.4 +8.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 38 3.4 +6.3
STXV Strive 1000 Value ETF 0.0 18 32 6.9 +9.8
AVMV Avantis U.S. Mid Cap Value ETF 0.0 20 30 7.3 +10.1
WSGE Warren Street Global Equity ETF 0.0 80 -30 2.8 +5.7
EBI Longview Advantage ETF 0.0 35 15 6.0 +8.8
IWF iShares Russell 1000 Growth ETF 0.0 19 31 3.4 +6.2
VONG Vanguard Russell 1000 Growth ETF 0.0 7 43 3.5 +6.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.0 12 38 6.3 +9.1
IEFA iShares Core MSCI EAFE ETF 0.0 7 43 5.9 +8.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 30 6.1 +9.0
VPL Vanguard FTSE Pacific ETF 0.0 7 43 5.3 +8.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 25 6.3 +9.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 3.6 +6.4
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.2 +12.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.0 10 40 3.7 +6.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.0 15 35 5.0 +7.9
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 46 5.9 +8.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 6.7 +9.6
DFUV Dimensional US Marketwide Value ETF 0.0 22 28 6.3 +9.1
DFLV Dimensional US Large Cap Value ETF 0.0 22 28 6.3 +9.1
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 5.1 +8.0
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 6.9 +9.8
VEA Vanguard FTSE Developed Markets ETF 0.0 3 47 5.9 +8.7
VSGX Vanguard ESG International Stock ETF 0.0 10 40 6.5 +9.4
VXUS Vanguard Total International Stock ETF 0.0 5 45 6.5 +9.4
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 1 8.7 +11.5
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -9 2.2 +5.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -15 0.0 +2.8
AVUQ Avantis U.S. Quality ETF 0.0 15 35 3.5 +6.4
AVDE Avantis International Equity ETF 0.0 23 27 6.0 +8.9
DFAI Dimensional International Core Equity Market ETF 0.0 18 32 5.9 +8.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.2 +9.1
DFIC Dimensional International Core Equity 2 ETF 0.0 23 27 6.1 +8.9
DXIV Dimensional International Vector Equity ETF 0.0 34 16 6.4 +9.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 5 5.6 +8.4

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 8.2 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -2.8 %
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.