Global X Blockchain ETF
ALTAR
Score™
-5.1% info Recommen-
dation
AVOID
2025E    2026E
P/E
ratio
-71.8x P/Sales
ratio
4.2x
P/BV
ratio
5.3x Div.
yield
-0.9%


  • 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) $197
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 27
Wgt avg mkt cap (mns) $62,675
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 15.0 %
RIOT BLOCKCHAIN INC 12.1 %
MARATHON DIGITAL HOLDINGS INC 9.4 %
CLEANSPARK, INC. 7.9 %
APPLIED BLOCKCHAIN INC 7.4 %
IRIS ENERGY LTD. 7.2 %
CORE SCIENTIFIC, INC. 6.7 %
TERAWULF INC. 4.7 %
CIPHER MINING INC 4.6 %
GALAXY DIGITAL HOLDINGS LTD. 4.5 %
Total 79.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 80.3 %
CANADA 8.7 %
AUSTRALIA 7.2 %
CHINA 2.2 %
GERMANY 1.2 %
BRITAIN 0.4 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
2.8% 10.5% -- -- -10.0%

Market Correlations
versus... Beta R-squared
S&P500 1.05 1%
MSCI EAFE 1.72 4%
MSCI Emg. Mkts. 1.11 2%

Technical Indicators
Recent close $57.42
30d moving avg. $46.41
Annualized volatility 147.9%
Short interest (ETF) 3.9%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 46
Turnover 1.3%
Bid/Ask (% of price) 0.56%
ADV underlying (mns) $27,442

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 284 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™: -5.1%


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 64.1 47 3 -3.6 +1.5
DAPP VanEck Digital Transformation ETF 62.9 50 0 0.0 +5.1
BITQ Bitwise Crypto Industry Innovators ETF 57.4 85 -35 -2.4 +2.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 56.8 39 11 -1.1 +4.0
WGMI Valkyrie Bitcoin Miners ETF 55.7 75 -25 -7.1 -2.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 31.3 61 -11 -2.3 +2.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 27.6 65 -15 -1.3 +3.8
BWEB Bitwise Web3 ETF 25.5 85 -35 0.0 +5.1
BLOK Amplify Transformational Data Sharing ETF 23.6 75 -25 -0.0 +5.1
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 22.7 85 -35 -0.2 +4.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 21.4 68 -18 2.4 +7.5
BCOR Grayscale Bitcoin Adopters ETF 19.3 59 -9 2.4 +7.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 18.8 61 -11 1.5 +6.6
STCE Schwab Crypto Thematic ETF 15.3 30 20 1.0 +6.1
FINX Global X FinTech ETF 12.9 68 -18 2.2 +7.3
ARKK ARK Innovation ETF 9.3 75 -25 -2.5 +2.6
ARKF ARK Fintech Innovation ETF 9.1 75 -25 -0.4 +4.7
ARKW ARK Next Generation Internet ETF 8.8 87 -37 -0.5 +4.6
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 6.0 40 10 3.9 +9.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 5.7 75 -25 4.3 +9.4
XSW SPDR S&P Software & Services ETF 5.3 35 15 1.8 +6.9
BCDF Horizon Kinetics Blockchain Development ETF 5.0 85 -35 3.9 +9.0
PSCT Invesco S&P SmallCap Information Technology ETF 4.9 29 21 5.5 +10.6
TMAT Main Thematic Innovation ETF 4.8 164 -114 -1.4 +3.7
BUZZ VanEck Social Sentiment ETF 4.1 75 -25 0.1 +5.1
CBSE Clough Select Equity ETF 3.5 85 -35 1.0 +6.1
YALL God Bless America ETF 3.4 65 -15 3.7 +8.8
DTCR Global X Data Center & Digital Infrastructure ETF 3.3 50 0 4.4 +9.5
METV Roundhill Ball Metaverse ETF 3.2 59 -9 5.5 +10.6
BPAY BlackRock Future Financial and Technology ETF 2.8 70 -20 6.4 +11.5
SFYF SoFi Social 50 ETF 2.4 29 21 0.3 +5.4
KCE SPDR S&P Capital Markets ETF 2.3 35 15 5.7 +10.7
IWC iShares Micro-Cap ETF 2.1 60 -10 -0.6 +4.5
KOMP SPDR S&P Kensho New Economies Composite ETF 2.1 20 30 2.8 +7.9
LCLG Logan Capital Broad Innovative Growth ETF 1.9 99 -49 4.2 +9.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 1.9 40 10 6.6 +11.7
IWP iShares Russell Mid-Cap Growth ETF 1.8 23 27 3.4 +8.5
PNQI Invesco NASDAQ Internet ETF 1.8 60 -10 3.2 +8.3
VOT Vanguard Mid-Cap Growth ETF 1.8 7 43 3.5 +8.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.7 35 15 4.2 +9.3
FDFF Fidelity Disruptive Finance ETF 1.6 50 0 4.0 +9.1
GVIP Goldman Sachs Hedge Industry VIP ETF 1.4 45 5 3.5 +8.6
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 32 5.6 +10.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.2 6 44 4.1 +9.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.2 15 35 5.7 +10.8
IYF iShares U.S. Financials ETF 1.2 40 10 5.9 +11.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.2 29 21 6.3 +11.4
IYG iShares US Financial Services ETF 1.1 40 10 5.4 +10.5
FNK First Trust Mid Cap Value AlphaDEX Fund 1.1 70 -20 11.2 +16.3
XLF Financial Select Sector SPDR Fund 1.0 8 42 5.8 +10.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.0 9 41 4.5 +9.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 10 40 5.7 +10.8
GINN Goldman Sachs Innovate Equity ETF 1.0 52 -2 3.7 +8.8
IWO iShares Russell 2000 Growth ETF 1.0 24 26 1.4 +6.5
RSSL Global X Russell 2000 ETF 0.9 8 42 4.5 +9.6
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 40 1.5 +6.6
VFH Vanguard Financials ETF 0.8 9 41 6.4 +11.5
IWM iShares Russell 2000 ETF 0.8 19 31 4.6 +9.7
VTWO Vanguard Russell 2000 ETF 0.8 7 43 4.6 +9.7
VO Vanguard Mid-Cap ETF 0.7 4 46 5.8 +10.9
DARP Grizzle Growth ETF 0.7 75 -25 3.1 +8.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 44 2.9 +8.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 46 6.2 +11.3
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 5 6.0 +11.1
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 25 10.2 +15.3
IJR iShares Core S&P Small Cap ETF 0.7 6 44 7.9 +13.0
IGV iShares Expanded Tech-Software Sector ETF 0.7 41 9 2.7 +7.8
STXK Strive Small-Cap ETF 0.6 18 32 6.2 +11.3
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 46 6.0 +11.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 47 7.9 +13.0
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 15 4.8 +9.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 43 7.8 +12.9
IWR iShares Russell Midcap ETF 0.6 19 31 5.9 +11.0
IWN iShares Russell 2000 Value ETF 0.6 24 26 7.8 +12.9
IXG iShares Global Financials ETF 0.6 42 8 6.8 +11.8
FDMO Fidelity Momentum Factor ETF 0.6 15 35 3.8 +8.9
VTWV Vanguard Russell 2000 Value ETF 0.6 10 40 7.9 +13.0
XT iShares Exponential Technologies ETF 0.6 46 4 4.8 +9.9
FNCL Fidelity MSCI Financials Index ETF 0.5 8 42 6.4 +11.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -10 7.7 +12.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 -21 0.5 +5.6
LOGO Alpha Brands Consumption Leaders ETF 0.5 69 -19 6.2 +11.3
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 23 8.8 +13.9
FFTY Innovator IBD 50 ETF 0.5 80 -30 0.5 +5.6
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 8 6.8 +11.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 38 7.5 +12.6
ISCB iShares Morningstar Small-Cap ETF 0.4 4 46 6.2 +11.3
BUYZ Franklin Disruptive Commerce ETF 0.4 50 0 2.3 +7.4
BFOR ALPS Barron's 400 ETF 0.4 65 -15 6.0 +11.1
VGT Vanguard Information Technology ETF 0.4 9 41 4.1 +9.2
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 37 3.2 +8.2
SFY SoFi Select 500 ETF 0.4 0 50 4.5 +9.6
GSPY Gotham Enhanced 500 ETF 0.4 50 0 5.4 +10.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 33 5.9 +11.0
PTL Inspire 500 ETF 0.4 9 41 5.4 +10.5
AOTG AOT Growth and Innovation ETF 0.4 75 -25 1.8 +6.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -45 0.6 +5.7
OPTZ Optimize Strategy Index ETF 0.4 50 0 5.0 +10.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 10 3.5 +8.6
VBK Vanguard Small-Cap Growth ETF 0.3 7 43 1.9 +7.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -17 10.1 +15.2
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 42 4.1 +9.2
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -9 2.9 +8.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -9 2.8 +7.9
VXF Vanguard Extended Market ETF 0.3 5 45 4.8 +9.9
RSP Invesco S&P 500 Equal Weight ETF 0.3 20 30 6.4 +11.5
DFVX Dimensional US Large Cap Vector ETF 0.3 22 28 6.2 +11.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 64 -14 2.4 +7.4
PGJ Invesco Golden Dragon China ETF 0.3 70 -20 9.9 +15.0
VUG Vanguard Growth ETF 0.3 4 46 4.1 +9.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 46 4.0 +9.1
SFYX SoFi Next 500 ETF 0.3 0 50 6.0 +11.1
TRFM AAM Transformers ETF 0.3 49 1 1.5 +6.6
PRXG Praxis Impact Large Cap Growth ETF 0.3 36 14 4.1 +9.2
QGRO American Century U.S. Quality Growth ETF 0.3 29 21 3.6 +8.7
ILCG iShares Morningstar Growth ETF 0.2 4 46 3.8 +8.9
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 41 6.1 +11.2
SIZE iShares MSCI USA Size Factor ETF 0.2 15 35 5.8 +10.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 29 3.8 +8.9
SCHA Schwab U.S. Small-Cap ETF 0.2 4 46 6.3 +11.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 31 5.2 +10.3
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 25 6.0 +11.1
FDN First Trust Dow Jones Internet Index Fund 0.2 52 -2 3.1 +8.2
DFAS Dimensional U.S. Small Cap ETF 0.2 26 24 6.6 +11.7
DCOR Dimensional US Core Equity 1 ETF 0.2 14 36 5.5 +10.6
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -25 3.0 +8.1
BLES Inspire Global Hope ETF 0.2 61 -11 6.8 +11.9
PKW Invesco Buyback Achievers ETF 0.2 62 -12 7.4 +12.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 41 6.1 +11.2
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 27 5.8 +10.9
VONG Vanguard Russell 1000 Growth ETF 0.2 7 43 4.6 +9.7
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -18 3.8 +8.9
IWF iShares Russell 1000 Growth ETF 0.2 19 31 4.4 +9.5
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 44 9.4 +14.5
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 -15 4.2 +9.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 15 5.2 +10.3
GWX SPDR S&P International Small Cap ETF 0.2 40 10 6.3 +11.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 33 5.6 +10.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 30 6.0 +11.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 32 4.8 +9.9
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 41 4.8 +9.9
STXG Strive 1000 Growth ETF 0.2 18 32 4.0 +9.0
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 32 3.8 +8.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 39 5.1 +10.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.2 9 41 4.9 +10.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 38 4.6 +9.6
VB Vanguard Small-Cap ETF 0.2 5 45 6.2 +11.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 47 5.0 +10.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 21 4.8 +9.9
DSPY Tema S&P 500 Historical Weight ETF 0.2 18 32 5.2 +10.3
VTI Vanguard Total Stock Market ETF 0.2 3 47 5.0 +10.1
IVE iShares S&P 500 Value ETF 0.2 18 32 6.3 +11.3
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 46 6.4 +11.5
VOOV Vanguard S&P 500 Value ETF 0.2 7 43 6.4 +11.5
IWV iShares Russell 3000 ETF 0.2 20 30 4.9 +9.9
VTHR Vanguard Russell 3000 ETF 0.2 7 43 5.0 +10.1
IGM iShares Expanded Tech Sector ETF 0.2 41 9 3.9 +9.0
KLMN Invesco MSCI North America Climate ETF 0.2 9 41 5.1 +10.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -2 5.5 +10.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -8 5.4 +10.5
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -2 7.0 +12.1
DXUV Dimensional US Vector Equity ETF 0.1 28 22 6.3 +11.4
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 8 4.7 +9.8
IUSV iShares Core S&P US Value ETF 0.1 4 46 6.5 +11.6
DFAU Dimensional US Core Equity Market ETF 0.1 12 38 5.1 +10.2
IVV iShares Core S&P 500 ETF 0.1 3 47 5.1 +10.1
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 48 5.1 +10.2
SPY SPDR S&P 500 ETF Trust 0.1 9 41 5.0 +10.1
VOO Vanguard S&P 500 ETF 0.1 3 47 5.1 +10.2
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 5.1 +10.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 15 7.8 +12.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 47 5.2 +10.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 32 6.8 +11.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -11 6.4 +11.5
STRV Strive 500 ETF 0.1 5 45 4.9 +10.0
VV Vanguard Large-Cap ETF 0.1 4 46 4.9 +10.0
SCHX Schwab U.S. Large-Cap ETF 0.1 3 47 5.1 +10.2
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 35 4.9 +10.0
PBUS Invesco MSCI USA ETF 0.1 4 46 5.0 +10.1
RVRB Reverb ETF 0.1 30 20 4.7 +9.8
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 32 4.8 +9.8
SCHK Schwab 1000 Index ETF 0.1 5 45 5.1 +10.2
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 5.0 +10.1
IWS iShares Russell Mid-Cap Value ETF 0.1 23 27 6.8 +11.9
VOOG Vanguard S&P 500 Growth ETF 0.1 7 43 4.2 +9.3
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 35 6.1 +11.2
IVW iShares S&P 500 Growth ETF 0.1 18 32 4.0 +9.1
IYY iShares Dow Jones U.S. ETF 0.1 20 30 4.9 +10.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.1 4 46 4.2 +9.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 30 7.0 +12.1
IWB iShares Russell 1000 ETF 0.1 15 35 4.9 +10.0
VONE Vanguard Russell 1000 ETF 0.1 7 43 5.0 +10.1
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 9.5 +14.6
DFUS Dimensional U.S. Equity ETF 0.1 9 41 4.9 +10.0
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 32 5.5 +10.6
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 46 4.3 +9.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 35 5.0 +10.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 41 5.9 +11.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 25 8.0 +13.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 25 5.8 +10.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 8 4.6 +9.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 26 7.9 +13.0
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 27 8.4 +13.4
APUE ActivePassive U.S. Equity ETF 0.1 45 5 4.7 +9.8
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 40 5.9 +11.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 40 5.3 +10.4
TOK iShares MSCI Kokusai ETF 0.1 26 24 5.2 +10.3
AVUQ Avantis U.S. Quality ETF 0.1 15 35 4.9 +10.0
AVUS Avantis U.S. Equity ETF 0.1 15 35 5.9 +11.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 30 5.8 +10.9
URTH iShares MSCI World ETF 0.1 24 26 5.2 +10.3
VT Vanguard Total World Stock ETF 0.1 6 44 6.0 +11.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 48 5.0 +10.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 50 5.0 +10.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 43 4.9 +10.0
VOTE TCW Transform 500 ETF 0.1 5 45 5.0 +10.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 11 9.6 +14.7
ACWI iShares MSCI ACWI ETF 0.1 32 18 5.7 +10.8
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 5.7 +10.7
OALC OneAscent Large Cap Core ETF 0.1 86 -36 4.1 +9.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 39 5.0 +10.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.1 25 25 8.1 +13.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -15 8.2 +13.2
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 15 5.9 +11.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 10 5.8 +10.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 21 6.5 +11.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 40 4.4 +9.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 35 6.3 +11.4
JHML John Hancock Multifactor Large Cap ETF 0.1 29 21 5.4 +10.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 5.3 +10.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 38 5.2 +10.3
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 35 7.9 +13.0
EZM WisdomTree U.S. MidCap Fund 0.1 38 12 9.3 +14.3
RWL Invesco S&P 500 Revenue ETF 0.1 39 11 6.8 +11.9
EBI Longview Advantage ETF 0.0 35 15 6.7 +11.8
IWD iShares Russell 1000 Value ETF 0.0 19 31 6.5 +11.6
VONV Vanguard Russell 1000 Value ETF 0.0 7 43 6.6 +11.7
EPS WisdomTree U.S. LargeCap Fund 0.0 8 42 5.8 +10.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 41 5.3 +10.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 31 6.4 +11.5
HDUS Hartford Disciplined US Equity ETF 0.0 19 31 5.8 +10.9
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 32 6.8 +11.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 11 6.6 +11.7
GXC SPDR S&P China ETF 0.0 59 -9 16.4 +21.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 10 7.0 +12.1
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 11 6.9 +12.0
VBR Vanguard Small Cap Value ETF 0.0 7 43 9.2 +14.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.0 12 38 6.6 +11.7
IEUS iShares MSCI Europe Small-Cap ETF 0.0 42 8 7.2 +12.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 47 7.2 +12.3
VLU SPDR S&P 1500 Value Tilt ETF 0.0 12 38 7.6 +12.7
DFSV Dimensional US Small Cap Value ETF 0.0 31 19 10.4 +15.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.0 10 40 4.4 +9.5
QUS SPDR MSCI USA StrategicFactors ETF 0.0 15 35 5.7 +10.8
DFIC Dimensional International Core Equity 2 ETF 0.0 23 27 7.6 +12.7
HKND Humankind US Stock ETF 0.0 11 39 7.2 +12.3
FESM Fidelity Enhanced Small Cap ETF 0.0 28 22 7.8 +12.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 11 8.2 +13.3
AVSD Avantis Responsible International Equity ETF 0.0 23 27 5.7 +10.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 5 7.2 +12.3
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.0 42 8 9.9 +15.0
IPAC iShares Core MSCI Pacific ETF 0.0 9 41 6.7 +11.8
DFAI Dimensional International Core Equity Market ETF 0.0 18 32 7.3 +12.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 25 7.3 +12.3
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 6.1 +11.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 8.1 +13.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 1 9.5 +14.6
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 26 6.4 +11.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 42 6.8 +11.9
IEFA iShares Core MSCI EAFE ETF 0.0 7 43 7.2 +12.2
APIE ActivePassive International Equity ETF 0.0 45 5 7.4 +12.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 4.6 +9.7
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 10.6 +15.7
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 46 7.2 +12.3
DFIS Dimensional International Small Cap ETF 0.0 39 11 7.4 +12.5
SPEU SPDR Portfolio Europe ETF 0.0 7 43 7.3 +12.4
DFUV Dimensional US Marketwide Value ETF 0.0 22 28 7.7 +12.7
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 43 8.0 +13.1
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 10.6 +15.7
DXIV Dimensional International Vector Equity ETF 0.0 34 16 8.0 +13.1
AVDE Avantis International Equity ETF 0.0 23 27 7.6 +12.7
VSGX Vanguard ESG International Stock ETF 0.0 10 40 7.9 +13.0
VXUS Vanguard Total International Stock ETF 0.0 5 45 8.0 +13.1
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 8.6 +13.7

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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 -21.7 %
Divided by: Fwd. P/BV 4.7 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -5.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.53 CATEGORY
AVERAGE
1.57
 
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.