Global X Copper Miners ETF
ALTAR
Score™		 4.1% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 30.6x P/Sales
ratio		 1.5x
P/BV
ratio		 2.4x Div.
yield		 1.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Global X Copper Miners ETF is an exchange-traded fund incorporated in the USA. The seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Global Copper Miners Index ("Underlying Index").

FUND BASICS
Category Global Equities
Fund Sponsor Global X Management Co LLC
Website www.globalxfunds.com
Inception date Apr 20, 2010
Assets (mns) $6,004
Currency USD
Expense ratio 65 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Brown Brothers Harriman & Co
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 41
Wgt avg mkt cap (mns) $26,599
Large cap (>$10bn) 35.9%
Mid cap ($2-10bn) 52.2%
Small cap (<$2bn) 8.6%
Developed mkts 85.5%
Emerging mkts 14.5%

TOP TEN HOLDINGS
KGHM POLSKA MIEDZ S.A. 5.8 %
LUNDIN MINING CORP 5.7 %
BOLIDEN 5.2 %
FREEPORT-MCMORAN COPPER 5.0 %
SOUTHERN COPPER CORP 4.8 %
GLENCORE INTERNATIONAL PLC 4.8 %
ANTOFAGASTA PLC 4.8 %
FIRST QUANTUM MINERALS LTD 4.7 %
HUDBAY MINERALS INC 4.7 %
SUMITOMO METAL MINING CO LTD 4.6 %
Total 50.2 %

TOP COUNTRY EXPOSURE
CANADA 37.3 %
CHINA 10.1 %
UNITED STATES 9.9 %
AUSTRALIA 7.8 %
JAPAN 7.2 %
POLAND 5.8 %
BRITAIN 5.2 %
SWEDEN 5.0 %
SWITZERLAND 4.8 %
GERMANY 2.8 %

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.
93.5% 93.5% 21.6% 22.1% 5.4%

Market Correlations
versus... Beta R-squared
S&P500 1.20 43%
MSCI EAFE 1.52 50%
MSCI Emg. Mkts. 1.50 56%

Technical Indicators
Recent close $82.23
30d moving avg. $72.28
Annualized volatility 29.2%
Short interest (ETF) 4.8%
Relative strength (RSI) 68

Liquidity measures
Avg. volume (thou.) 3,919
Turnover 5.4%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $751

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 507 potential alternatives to the Global X Copper Miners ETF ETF based on the alternatives' overlap in portfolio holdings with COPX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: COPX Expense: 65 bp ALTAR Score™: 4.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH COPX
Ticker Fund
Name		 Overlap1
vs COPX
(%)		 Expense
ratio
(bp)		 Savings
vs COPX
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs COPX
(%)
COPA Themes Copper Miners ETF 58.7 35 30 3.5 -0.7
ICOP iShares Copper and Metals Mining ETF 49.7 47 18 5.6 +1.5
GMET VanEck Green Metals ETF 38.6 63 2 5.2 +1.1
BATT Amplify Lithium & Battery Technology ETF 28.1 59 6 1.6 -2.6
PICK iShares MSCI Global Metals & Mining Producers ETF 26.7 39 26 8.4 +4.3
DMAT Global X Disruptive Materials ETF 25.3 59 6 4.7 +0.6
SETM Sprott Energy Transition Materials ETF 19.0 65 0 1.2 -2.9
EV Mast Global Battery Recycling & Production ETF 18.2 65 0 7.2 +3.1
AGMI Themes Silver Miners ETF 14.2 35 30 2.5 -1.6
CCNR ALPS CoreCommodity Natural Resources ETF 13.7 39 26 7.1 +3.0
MXI iShares Global Materials ETF 12.7 41 24 6.0 +1.9
ION ProShares S&P Global Core Battery Metals ETF 11.9 58 7 5.0 +0.9
GNR SPDR S&P Global Natural Resources ETF 11.2 40 25 8.8 +4.7
FTRI First Trust Indxx Global Natural Resources Income ETF 9.3 70 -5 6.3 +2.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 8.5 46 19 8.0 +3.9
EPU iShares MSCI Peru and Global Exposure ETF 7.6 59 6 4.0 -0.1
SILJ ETFMG Prime Junior Silver Miners ETF 6.8 69 -4 0.1 -4.1
IYM iShares U.S. Basic Materials ETF 6.8 40 25 4.9 +0.8
AFK VanEck Africa Index ETF 6.6 98 -33 10.7 +6.6
CGXU Capital Group International Focus Equity ETF 6.2 54 11 4.7 +0.6
XME State Street SPDR S&P Metals & Mining ETF 5.9 35 30 4.8 +0.7
EPOL iShares MSCI Poland ETF 5.8 59 6 9.3 +5.2
NANR SPDR S&P North American Natural Resources ETF 5.5 35 30 6.4 +2.3
FXZ First Trust Materials AlphaDEX Fund 5.3 61 4 7.5 +3.4
CCSO Carbon Collective Climate Solutions US Equity ETF 5.2 35 30 1.0 -3.1
COPJ Sprott Junior Copper Miners ETF 5.2 75 -10 -0.4 -4.5
FMAT Fidelity MSCI Materials Index ETF 5.1 8 57 5.3 +1.2
VAW Vanguard Materials ETF 5.1 9 56 5.3 +1.2
XLB The Materials Select Sector SPDR Fund 5.0 8 57 5.4 +1.3
FTWO Strive FAANG 2.0 ETF 5.0 49 16 3.5 -0.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.9 45 20 1.6 -2.5
RING iShares MSCI Global Gold Miners ETF 4.8 39 26 2.6 -1.5
ICAP InfraCap Equity Income Fund ETF 4.6 171 -106 3.8 -0.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 4.1 19 46 5.0 +0.9
FLAU Franklin FTSE Australia ETF 4.1 9 56 5.8 +1.7
JIVE JPMorgan International Value ETF 4.1 55 10 9.4 +5.3
SCHY Schwab International Dividend Equity ETF 4.1 14 51 8.7 +4.6
DVYA iShares Asia/Pacific Dividend ETF 4.1 49 16 6.6 +2.5
EPP iShares MSCI Pacific ex-Japan ETF 4.1 47 18 4.9 +0.8
EWA iShares MSCI Australia ETF 4.1 50 15 5.4 +1.3
IVAL Alpha Architect International Quantitative Value ETF 4.0 49 16 8.8 +4.7
OTGL OTG Latin America ETF 4.0 269 -204 6.6 +2.5
AFOS ARS Focused Opportunities Strategy ETF 3.9 45 20 2.3 -1.8
HAP VanEck Natural Resources ETF 3.7 50 15 7.4 +3.3
FEM First Trust Emerging Markets AlphaDEX Fund 3.6 80 -15 10.0 +5.9
OBOR KraneShares MSCI One Belt One Road Index ETF 3.5 79 -14 6.9 +2.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 25 6.7 +2.6
IDV iShares International Select Dividend ETF 3.0 51 14 9.3 +5.2
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 3.0 90 -25 4.3 +0.2
FNDF Schwab Fundamental International Large Co. Index ETF 2.9 25 40 8.0 +3.9
DINT Davis Select International ETF 2.9 55 10 6.7 +2.6
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 2.7 60 5 1.8 -2.3
FEP First Trust Europe AlphaDEX Fund 2.7 80 -15 6.8 +2.7
FGM First Trust Germany AlphaDEX Fund 2.6 80 -15 5.7 +1.6
EWU iShares MSCI United Kingdom ETF 2.6 50 15 6.9 +2.8
IDHQ Invesco S&P International Developed High Quality ETF 2.6 29 36 5.3 +1.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.5 85 -20 2.8 -1.3
IVRA Invesco Real Assets ESG ETF 2.5 59 6 6.0 +1.9
IGE iShares North American Natural Resources ETF 2.5 41 24 6.2 +2.1
FPAG FPA Global Equity ETF 2.4 49 16 4.9 +0.8
FXI iShares China Large-Cap ETF 2.4 74 -9 16.0 +11.9
ILF iShares Latin America 40 ETF 2.4 48 17 9.8 +5.7
EWC iShares MSCI Canada ETF 2.4 50 15 5.2 +1.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.4 60 5 6.7 +2.5
FCA First Trust China AlphaDEX Fund 2.4 80 -15 8.4 +4.3
BIBL Inspire 100 ETF 2.4 35 30 4.3 +0.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.3 49 16 4.0 -0.1
EFV iShares MSCI EAFE Value ETF 2.3 34 31 7.7 +3.6
TTAI FCF International Quality ETF 2.3 59 6 6.5 +2.4
EWD iShares MSCI Sweden ETF 2.3 54 11 4.5 +0.4
FLGB Franklin FTSE United Kingdom ETF 2.3 9 56 6.6 +2.5
FLCA Franklin FTSE Canada ETF 2.3 9 56 5.6 +1.5
BBCA JPMorgan BetaBuilders Canada ETF 2.3 19 46 5.5 +1.4
MEM Matthews Emerging Markets Equity Active ETF 2.2 79 -14 6.2 +2.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.2 65 0 -1.1 -5.2
FICS First Trust International Developed Capital Strength ETF 2.2 70 -5 6.5 +2.3
IPAC iShares Core MSCI Pacific ETF 2.1 9 56 5.6 +1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 26 1.3 -2.9
DIVI Franklin International Core Dividend Tilt Index ETF 2.1 9 56 6.9 +2.8
GCOW Pacer Global Cash Cows Dividend ETF 2.1 60 5 9.6 +5.5
ECML Euclidean Fundamental Value ETF 2.1 95 -30 8.7 +4.6
NUDM Nuveen ESG International Developed Markets Equity ETF 2.1 31 34 5.7 +1.6
IDOG ALPS International Sector Dividend Dogs ETF 2.1 50 15 10.5 +6.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.0 45 20 7.4 +3.3
ABLD Abacus FCF Real Assets Leaders ETF 2.0 69 -4 6.1 +2.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.0 80 -15 7.1 +3.0
PPIE Putnam PanAgora ESG International Equity ETF 2.0 49 16 6.9 +2.8
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 2.0 58 7 7.3 +3.2
FTHF First Trust Emerging Markets Human Flourishing ETF 2.0 75 -10 7.1 +3.0
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 26 8.5 +4.4
AVDV Avantis International Small Cap Value ETF 2.0 36 29 7.5 +3.4
EMC Global X Emerging Markets Great Consumer ETF 1.9 75 -10 6.9 +2.8
URA Global X Uranium ETF 1.9 69 -4 0.7 -3.4
AKAF The Frontier Economic Fund 1.9 20 45 5.4 +1.3
DWLD Davis Select Worldwide ETF 1.8 63 2 6.4 +2.3
SGLC SGI U.S. Large Cap Core ETF 1.8 85 -20 3.3 -0.8
VPL Vanguard FTSE Pacific ETF 1.8 7 58 5.7 +1.6
LVHI Franklin International Low Volatility High Dividend Index ET 1.8 40 25 9.2 +5.0
IVLU iShares MSCI Intl Value Factor ETF 1.8 30 35 8.6 +4.5
GVAL Cambria Global Value ETF 1.8 68 -3 8.9 +4.8
UMMA Wahed Dow Jones Islamic World ETF 1.7 65 0 3.8 -0.3
ESGD iShares ESG Aware MSCI EAFE ETF 1.7 20 45 5.7 +1.6
KNO AXS Knowledge Leaders ETF 1.7 78 -13 4.9 +0.8
MCHI iShares MSCI China ETF 1.7 59 6 15.3 +11.2
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 15 4.4 +0.3
DEHP Dimensional Emerging Markets High Profitability ETF 1.6 41 24 5.2 +1.1
SWP SWP Growth & Income ETF 1.6 99 -34 3.6 -0.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.6 60 5 3.9 -0.2
JCHI JPMorgan Active China ETF 1.6 65 0 12.9 +8.8
BRAZ Global X Brazil Active ETF 1.6 75 -10 9.6 +5.5
VYMI Vanguard International High Dividend Yield ETF 1.6 17 48 8.1 +4.0
CRTC Xtrackers US National Critical Technologies ETF 1.5 35 30 4.1 +0.0
DTH WisdomTree International High Dividend Fund 1.5 58 7 7.4 +3.2
DXIV Dimensional International Vector Equity ETF 1.4 34 31 6.5 +2.4
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 1.4 32 33 5.2 +1.1
AVIE Avantis  Inflation Focused Equity ETF 1.4 25 40 6.2 +2.1
DFIV Dimensional International Value ETF 1.4 27 38 8.0 +3.9
UEVM VictoryShares Emerging Markets Value Momentum ETF 1.4 45 20 9.2 +5.1
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.4 20 45 8.6 +4.5
GXC SPDR S & P China ETF 1.4 59 6 14.3 +10.2
HGRO Hedgeye Quality Growth ETF 1.4 70 -5 3.0 -1.2
BKIE BNY Mellon International Equity ETF 1.4 4 61 6.0 +1.9
IDEV iShares Core MSCI International Developed Markets ETF 1.3 4 61 6.0 +1.9
SCHF Schwab International Equity ETF 1.3 6 59 6.2 +2.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.3 30 35 6.0 +1.9
VEA Vanguard FTSE Developed Markets ETF 1.3 3 62 6.1 +2.0
EFA iShares MSCI EAFE ETF 1.3 35 30 5.7 +1.6
ICPY Tweedy, Browne International Insider Value ETF 1.3 80 -15 9.7 +5.6
IQLT iShares MSCI Intl Quality Factor ETF 1.3 30 35 5.3 +1.2
DISV Dimensional International Small Cap Value ETF 1.3 42 23 7.8 +3.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.3 65 0 4.2 +0.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.3 35 30 5.7 +1.6
YLDE ClearBridge Dividend Strategy ESG ETF 1.3 60 5 5.0 +0.9
FEUZ First Trust Eurozone AlphaDEX ETF 1.3 80 -15 6.5 +2.4
STXI Strive International Developed Markets ETF 1.3 29 36 5.6 +1.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.3 47 18 6.9 +2.7
PTL Inspire 500 ETF 1.3 9 56 4.7 +0.6
HFXI IQ FTSE International Equity Currency Neutral ETF 1.3 20 45 5.9 +1.8
YNOT Horizon Digital Frontier ETF 1.2 75 -10 2.5 -1.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.2 20 45 5.6 +1.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.2 60 5 4.2 +0.1
ACWX iShares MSCI ACWI ex U.S. ETF 1.2 34 31 6.4 +2.3
EMM Global X Emerging Markets ex-China ETF 1.2 75 -10 5.5 +1.4
GSID Goldman Sachs MarketBeta International Equity ETF 1.2 20 45 5.8 +1.7
SPDW SPDR Portfolio Developed World ex-US ETF 1.2 3 62 6.0 +1.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.2 36 29 5.8 +1.7
IQDF FlexShares International Quality Dividend Index Fund 1.2 47 18 7.5 +3.4
IEFA iShares Core MSCI EAFE ETF 1.2 7 58 6.1 +2.0
DFIC Dimensional International Core Equity 2 ETF 1.2 23 42 6.3 +2.2
BLES Inspire Global Hope ETF 1.2 61 4 6.0 +1.9
SLVP iShares MSCI Global Silver Miners ETF 1.2 39 26 2.6 -1.5
AVDS Avantis International Small Cap Equity ETF 1.2 30 35 5.8 +1.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.2 12 53 5.2 +1.1
ABFL Abacus FCF Leaders ETF 1.1 59 6 3.8 -0.3
DIHP Dimensional International High Profitability ETF 1.1 29 36 5.8 +1.7
FDEV Fidelity International Multifactor ETF 1.1 18 47 6.6 +2.4
JHMD John Hancock Multifactor Developed International ETF 1.1 39 26 6.5 +2.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.1 60 5 4.9 +0.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.1 41 24 6.4 +2.3
FIVA Fidelity International Value Factor ETF 1.1 18 47 7.9 +3.8
IXUS iShares Core MSCI Total International Stock ETF 1.1 7 58 6.7 +2.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 1.1 50 15 8.9 +4.8
WWJD Inspire International ETF 1.1 80 -15 6.3 +2.2
VEU Vanguard FTSE All-World ex-US Index Fund 1.1 4 61 6.8 +2.7
DOL WisdomTree International LargeCap Dividend Fund 1.1 48 17 6.1 +2.0
DFAI Dimensional International Core Equity Market ETF 1.1 18 47 6.0 +1.9
INTF iShares International Equity Factor ETF 1.1 15 50 6.5 +2.4
CWI SPDR MSCI ACWI ex-US ETF 1.1 30 35 6.4 +2.3
PRAY FIS Christian Stock Fund 1.1 69 -4 4.3 +0.2
FLCH Franklin FTSE China ETF 1.1 19 46 14.2 +10.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 26 5.7 +1.6
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.0 65 0 3.9 -0.2
DUSA Davis Select U.S. Equity ETF 1.0 61 4 6.4 +2.3
AVES Avantis Emerging Markets Value ETF 1.0 36 29 9.3 +5.2
AVDE Avantis International Equity ETF 1.0 23 42 6.3 +2.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.0 30 35 6.5 +2.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 1.0 18 47 6.4 +2.3
RFFC ALPS Active Equity Opportunity ETF 1.0 48 17 3.6 -0.5
JIRE JPMorgan International Research Enhanced Equity ETF 1.0 24 41 6.3 +2.2
LIVR Intelligent Livermore ETF 1.0 69 -4 3.0 -1.1
GINX SGI Enhanced Global Income ETF 1.0 98 -33 6.9 +2.8
JPIN J.P. Morgan Diversified Return International Equity ETF 1.0 37 28 7.2 +3.0
AVEM Avantis Emerging Markets Equity ETF 0.9 33 32 7.1 +3.0
RFDI First Trust Riverfront Dynamic Developed International ETF 0.9 83 -18 7.9 +3.8
COPY Tweedy, Browne Insider + Value ETF 0.9 80 -15 10.0 +5.9
BKF iShares MSCI BIC ETF 0.9 69 -4 11.8 +7.7
AVIV Avantis International Large Cap Value ETF 0.9 25 40 7.4 +3.3
ISCF iShares International SmallCap Equity Factor ETF 0.9 23 42 7.2 +3.1
VXUS Vanguard Total International Stock ETF 0.9 5 60 6.7 +2.6
MCH Matthews China Active ETF 0.9 79 -14 12.7 +8.6
SPHB Invesco S&P 500 High Beta ETF 0.9 25 40 4.0 -0.1
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.9 80 -15 7.8 +3.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.9 39 26 6.7 +2.6
DFLV Dimensional US Large Cap Value ETF 0.8 22 43 6.5 +2.4
SPEM SPDR Portfolio Emerging Markets ETF 0.8 7 58 9.1 +5.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 0 7.0 +2.9
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 59 3.6 -0.5
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 10 6.6 +2.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.8 8 57 6.3 +2.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.8 40 25 6.4 +2.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.8 80 -15 9.1 +5.0
GMF SPDR S&P Emerging Asia Pacific ETF 0.8 49 16 8.4 +4.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.8 49 16 13.3 +9.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.8 38 27 7.4 +3.3
DWM WisdomTree International Equity Fund 0.8 48 17 6.3 +2.2
GOEX Global X Gold Explorers ETF 0.8 65 0 1.3 -2.9
SCHC Schwab International Small-Cap Equity ETF 0.8 11 54 6.6 +2.5
VGK Vanguard FTSE Europe ETF 0.8 6 59 6.4 +2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 45 4.8 +0.7
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.7 39 26 14.0 +9.9
DGT State Street SPDR Global Dow ETF 0.7 50 15 5.9 +1.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.7 30 35 7.9 +3.8
GEW Cambria Global EW ETF 0.7 29 36 5.4 +1.3
BBEU JPMorgan BetaBuilders Europe ETF 0.7 9 56 6.2 +2.1
FLEE Franklin FTSE Europe ETF 0.7 9 56 6.2 +2.1
TPIF Timothy Plan International ETF 0.7 62 3 5.4 +1.2
EEM iShares MSCI Emerging Markets ETF 0.7 69 -4 7.9 +3.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 47 6.9 +2.8
SPEU SPDR Portfolio Europe ETF 0.7 7 58 6.3 +2.2
GWX SPDR S&P International Small Cap ETF 0.7 40 25 5.8 +1.7
IEV iShares Europe ETF 0.7 67 -2 5.8 +1.6
BFOR ALPS Barron's 400 ETF 0.7 65 0 4.8 +0.7
AVLV Avantis U.S. Large Cap Value ETF 0.7 15 50 6.6 +2.4
JAVA JPMorgan Active Value ETF 0.7 44 21 5.4 +1.3
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.7 88 -23 7.2 +3.1
IEUR iShares Core MSCI Europe ETF 0.7 11 54 6.3 +2.2
WCEO Hypatia Women CEO ETF 0.7 85 -20 2.8 -1.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.7 33 32 8.0 +3.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.7 25 40 6.2 +2.1
IFRA iShares U.S. Infrastructure ETF 0.7 30 35 5.6 +1.5
DEW WisdomTree Global High Dividend Fund 0.7 58 7 7.5 +3.4
AVSD Avantis Responsible International Equity ETF 0.7 23 42 4.6 +0.5
FKU First Trust United Kingdom AlphaDEX Fund 0.6 80 -15 6.4 +2.3
DFIS Dimensional International Small Cap ETF 0.6 39 26 6.1 +2.0
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 23 8.4 +4.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.6 66 -1 7.5 +3.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.6 46 19 5.9 +1.8
IEMG iShares Core MSCI Emerging Markets ETF 0.6 9 56 8.3 +4.2
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 61 5.5 +1.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.6 24 41 6.3 +2.2
FSST Fidelity Sustainable U.S. Equity ETF 0.6 59 6 3.6 -0.5
GDXJ VanEck Junior Gold Miners ETF 0.6 52 13 2.0 -2.1
VWID Virtus WMC International Dividend ETF 0.6 49 16 7.3 +3.2
CIL VictoryShares International Volatility Wtd ETF 0.6 45 20 5.7 +1.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.6 29 36 6.9 +2.7
IMFL Invesco International Developed Dynamic Multifactor ETF 0.6 34 31 5.0 +0.8
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 35 6.9 +2.8
DFAE Dimensional Emerging Core Equity Market ETF 0.6 35 30 7.3 +3.2
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.5 35 30 11.4 +7.3
JHEM John Hancock Multifactor Emerging Markets ETF 0.5 49 16 8.2 +4.0
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 55 5.0 +0.9
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.5 24 41 6.1 +2.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 16 6.0 +1.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.5 65 0 9.6 +5.5
ACWI iShares MSCI ACWI ETF 0.5 32 33 4.7 +0.6
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.5 41 24 7.0 +2.9
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 35 5.1 +1.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.5 42 23 5.6 +1.4
ECON Columbia Emerging Markets Consumer ETF 0.5 49 16 9.8 +5.7
FENI Fidelity Enhanced International ETF 0.5 28 37 5.6 +1.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 45 6.3 +2.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 -6 -1.3 -5.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.5 70 -5 7.1 +3.0
TOK iShares MSCI Kokusai ETF 0.5 26 39 4.3 +0.2
DFUV Dimensional US Marketwide Value ETF 0.5 22 43 6.3 +2.2
DFSI Dimensional International Sustainability Core 1 ETF 0.5 24 41 5.4 +1.3
URTH iShares MSCI World ETF 0.5 24 41 4.4 +0.3
CGGO Capital Group Global Growth Equity ETF 0.5 47 18 3.7 -0.4
VT Vanguard Total World Stock ETF 0.5 6 59 5.1 +1.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.5 30 35 7.3 +3.2
VSGX Vanguard ESG International Stock ETF 0.5 10 55 6.6 +2.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 45 4.8 +0.7
DMXF iShares ESG Advanced MSCI EAFE ETF 0.5 12 53 5.0 +0.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 27 3.9 -0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 56 4.5 +0.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 40 25 6.1 +2.0
XCNY SPDR S&P Emerging Markets ex-China ETF 0.5 15 50 6.2 +2.1
STXE Strive Emerging Markets Ex-China ETF 0.5 32 33 6.0 +1.9
CGDG Capital Group Dividend Growers ETF 0.5 47 18 5.4 +1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 45 5.6 +1.5
EEMA iShares MSCI Emerging Markets Asia ETF 0.5 49 16 7.8 +3.7
IWX iShares Russell Top 200 Value ETF 0.5 20 45 5.2 +1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 23 4.7 +0.6
DFEV Dimensional Emerging Markets Value ETF 0.4 43 22 10.2 +6.1
EWJV iShares MSCI Japan Value ETF 0.4 15 50 7.4 +3.3
IOO iShares Global 100 ETF 0.4 41 24 3.9 -0.2
MGV Vanguard Mega Cap Value ETF 0.4 7 58 5.7 +1.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.4 45 20 8.3 +4.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 40 6.4 +2.3
LST Leuthold Select Industries ETF 0.4 91 -26 4.7 +0.6
AFLG First Trust Active Factor Large Cap ETF 0.4 55 10 5.4 +1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 56 5.4 +1.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 51 5.5 +1.4
DFVX Dimensional US Large Cap Vector ETF 0.4 22 43 5.3 +1.2
ROAM Hartford Multifactor Emerging Markets ETF 0.4 44 21 10.1 +6.0
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 7 6.3 +2.2
VWO Vanguard FTSE Emerging Markets ETF 0.4 7 58 9.0 +4.8
OEI Optimized Equity Income ETF 0.4 75 -10 3.2 -0.9
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 23 6.5 +2.4
IQSI IQ Candriam International Equity ETF 0.4 15 50 5.6 +1.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 46 7.3 +3.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.4 28 37 4.9 +0.7
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 42 5.2 +1.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 59 7.2 +3.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 29 4.3 +0.2
STXV Strive 1000 Value ETF 0.4 18 47 7.1 +3.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.4 11 54 7.8 +3.7
SFYX SoFi Next 500 ETF 0.4 0 65 4.9 +0.8
IWC iShares Micro-Cap ETF 0.4 60 5 -1.2 -5.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.4 15 50 8.3 +4.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 7 5.1 +0.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.4 20 45 5.7 +1.6
SCHE Schwab Emerging Markets Equity ETF 0.4 11 54 9.4 +5.3
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 40 5.7 +1.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.4 36 29 7.8 +3.7
VFMF Vanguard U.S. Multifactor ETF 0.4 18 47 6.6 +2.5
SCJ iShares MSCI Japan Small-Cap ETF 0.3 50 15 5.9 +1.8
VTV Vanguard Value ETF 0.3 4 61 6.0 +1.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.3 37 28 5.3 +1.2
GVLU Gotham 1000 Value ETF 0.3 50 15 8.1 +4.0
RVRB Reverb ETF 0.3 30 35 4.0 -0.1
AVUQ Avantis U.S. Quality ETF 0.3 15 50 3.6 -0.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 7 5.8 +1.6
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 16 4.8 +0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -10 4.9 +0.8
IWD iShares Russell 1000 Value ETF 0.3 19 46 5.5 +1.4
VONV Vanguard Russell 1000 Value ETF 0.3 7 58 5.7 +1.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 40 6.5 +2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 4.9 +0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 46 5.4 +1.2
VOOV Vanguard S&P 500 Value ETF 0.3 7 58 5.5 +1.4
IVE iShares S&P 500 Value ETF 0.3 18 47 5.4 +1.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 61 5.6 +1.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 26 5.2 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 16 4.0 -0.1
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 61 5.9 +1.7
KSA iShares MSCI Saudi Arabia ETF 0.3 74 -9 0.0 -4.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 53 5.7 +1.6
QINT American Century Quality Diversified International ETF 0.3 39 26 6.1 +2.0
SSPY Syntax Stratified LargeCap ETF 0.3 30 35 5.9 +1.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 13 4.9 +0.8
SFTY Horizon Managed Risk ETF 0.3 77 -12 3.5 -0.6
STOX Horizon Core Equity ETF 0.3 70 -5 3.6 -0.5
IUSV iShares Core S&P US Value ETF 0.3 4 61 5.7 +1.6
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 17 5.7 +1.6
LDEM iShares ESG MSCI EM Leaders ETF 0.3 17 48 11.1 +7.0
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 52 5.3 +1.2
IQDG WisdomTree International Quality Dividend Growth Fund 0.3 42 23 6.0 +1.8
EWUS iShares MSCI United Kingdom Small Cap ETF 0.3 59 6 6.8 +2.7
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 40 8.3 +4.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 33 4.3 +0.2
JHID John Hancock International High Dividend ETF 0.3 46 19 8.3 +4.2
GLOF iShares Global Equity Factor ETF 0.3 20 45 5.9 +1.8
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 32 6.7 +2.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.3 9 56 4.2 +0.1
JADE JPMorgan Active Developing Markets Equity ETF 0.3 65 0 6.3 +2.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 7 5.9 +1.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 4 4.9 +0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 20 3.6 -0.5
EWJ iShares MSCI Japan ETF 0.2 50 15 5.2 +1.1
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 49 7.0 +2.9
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 56 5.5 +1.4
EFG iShares MSCI EAFE Growth ETF 0.2 36 29 3.6 -0.5
SIZE iShares MSCI USA Size Factor ETF 0.2 15 50 5.5 +1.4
KLMN Invesco MSCI North America Climate ETF 0.2 9 56 4.4 +0.3
FVAL Fidelity Value Factor ETF 0.2 15 50 5.9 +1.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 53 3.8 -0.3
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 53 5.1 +1.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 45 5.4 +1.3
FLJP Franklin FTSE Japan ETF 0.2 9 56 5.5 +1.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 30 4.5 +0.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 45 4.5 +0.4
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 46 5.8 +1.7
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 56 5.4 +1.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 50 6.4 +2.3
DXUV Dimensional US Vector Equity ETF 0.2 28 37 5.2 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.2 12 53 4.4 +0.3
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 23 4.0 -0.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 6 7.3 +3.2
FQAL Fidelity Quality Factor ETF 0.2 15 50 4.9 +0.8
VFVA Vanguard U.S. Value Factor ETF 0.2 13 52 9.2 +5.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 18 4.9 +0.8
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 7 7.1 +3.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 40 6.3 +2.2
AVUS Avantis U.S. Equity ETF 0.2 15 50 4.9 +0.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.2 56 9 5.8 +1.7
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 4.6 +0.5
VIDI Vident International Equity Strategy ETF 0.2 61 4 8.9 +4.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 40 6.3 +2.2
ACVF American Conservative Values ETF 0.2 75 -10 3.7 -0.5
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 40 9.3 +5.1
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 35 4.7 +0.6
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 56 4.8 +0.7
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 48 4.7 +0.6
DAK Dakota Active Equity ETF 0.2 43 22 3.8 -0.4
IWL iShares Russell Top 200 ETF 0.2 15 50 3.9 -0.2
ILCG iShares Morningstar Growth ETF 0.2 4 61 3.1 -1.1
JHML John Hancock Multifactor Large Cap ETF 0.2 29 36 4.7 +0.5
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 55 4.3 +0.2
DCOR Dimensional US Core Equity 1 ETF 0.2 14 51 4.6 +0.5
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 0 3.5 -0.6
RNEM First Trust Emerging Markets Equity Select ETF 0.2 75 -10 7.7 +3.6
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 56 4.1 +0.0
DSPY Tema S&P 500 Historical Weight ETF 0.2 18 47 4.5 +0.4
DFAU Dimensional US Core Equity Market ETF 0.2 12 53 4.3 +0.2
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 45 5.9 +1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 45 4.4 +0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -10 3.4 -0.8
EMMF WisdomTree Emerging Markets Multifactor Fund 0.2 48 17 5.8 +1.7
TOPC iShares S&P 500 3% Capped ETF 0.2 15 50 4.4 +0.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.2 12 53 6.4 +2.3
RAUS RACWI US ETF 0.2 15 50 4.2 +0.1
IUS Invesco RAFI Strategic US ETF 0.2 19 46 5.9 +1.8
MGC Vanguard Mega Cap ETF 0.2 7 58 4.0 -0.1
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 62 4.2 +0.1
GXLC Global X U.S. 500 ETF 0.2 2 63 4.2 +0.1
DFUS Dimensional U.S. Equity ETF 0.2 9 56 4.1 +0.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 30 5.3 +1.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 25 5.2 +1.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 56 4.1 +0.0
XVV iShares ESG Screened S&P 500 ETF 0.2 8 57 4.2 +0.1
FELC Fidelity Enhanced Large Cap Core ETF 0.2 18 47 4.5 +0.4
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 48 6.0 +1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 58 4.2 +0.1
IWB iShares Russell 1000 ETF 0.1 15 50 4.2 +0.1
VONE Vanguard Russell 1000 ETF 0.1 7 58 4.3 +0.2
IWV iShares Russell 3000 ETF 0.1 20 45 4.1 -0.1
VTHR Vanguard Russell 3000 ETF 0.1 7 58 4.2 +0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 63 4.3 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 65 4.3 +0.2
VOTE TCW Transform 500 ETF 0.1 5 60 4.3 +0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 37 5.3 +1.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 56 4.1 -0.1
CHRI Global X S&P 500 Christian Values ETF 0.1 29 36 4.0 -0.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 45 4.0 -0.1
EQIN Columbia US Equity Income ETF 0.1 35 30 6.2 +2.1
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 7 7.1 +3.0
VV Vanguard Large-Cap ETF 0.1 4 61 4.2 +0.1
ILCV iShares Morningstar Value ETF 0.1 4 61 5.6 +1.5
IVV iShares Core S&P 500 ETF 0.1 3 62 4.3 +0.2
VOO Vanguard S&P 500 ETF 0.1 3 62 4.3 +0.2
SPY SPDR S&P 500 ETF 0.1 9 56 4.2 +0.1
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 63 4.3 +0.1
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 26 5.9 +1.8
STRV Strive 500 ETF 0.1 5 60 4.2 +0.0
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 37 5.6 +1.5
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 56 4.1 +0.0
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 36 4.0 -0.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 62 4.4 +0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 55 4.5 +0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 54 4.2 +0.1
SCHX Schwab U.S. Large-Cap ETF 0.1 3 62 4.3 +0.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 47 4.0 -0.1
IYY iShares Dow Jones U.S. ETF 0.1 20 45 4.1 -0.0
VTI Vanguard Total Stock Market ETF 0.1 3 62 4.2 +0.1
SCHK Schwab 1000 Index ETF 0.1 5 60 4.3 +0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 62 4.2 +0.1
RWL Invesco S&P 500 Revenue ETF 0.1 39 26 5.9 +1.8
SCHB Schwab U.S. Broad Market ETF 0.1 3 62 4.3 +0.2
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 12 5.9 +1.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 54 4.4 +0.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 50 4.6 +0.5
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 32 6.8 +2.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.1 64 1 0.9 -3.3
SFY SoFi Select 500 ETF 0.1 0 65 3.8 -0.3
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 17 5.7 +1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 56 3.4 -0.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 51 4.2 +0.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 40 4.7 +0.6
PBUS Invesco MSCI USA ETF 0.1 4 61 4.2 +0.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 6 5.0 +0.9
IWO iShares Russell 2000 Growth ETF 0.1 24 41 0.6 -3.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 0 7.0 +2.9
EPS WisdomTree U.S. LargeCap Fund 0.1 8 57 5.0 +0.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 50 5.0 +0.9
APUE ActivePassive U.S. Equity ETF 0.1 45 20 4.0 -0.2
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.1 25 40 5.6 +1.5
DIM WisdomTree International MidCap Dividend Fund 0.1 58 7 6.4 +2.3
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 52 2.4 -1.7
LRGF iShares U.S. Equity Factor ETF 0.1 8 57 4.8 +0.7
VYM Vanguard High Dividend Yield Index ETF 0.1 6 59 6.3 +2.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 59 2.5 -1.7
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 55 0.8 -3.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 20 6.0 +1.9
RSSL Global X Russell 2000 ETF 0.1 8 57 3.1 -1.1
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 7 8.3 +4.2
DUHP Dimensional US High Profitability ETF 0.1 21 44 5.0 +0.9
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 40 5.8 +1.7
IWM iShares Russell 2000 ETF 0.1 19 46 3.1 -1.1
EBI Longview Advantage ETF 0.1 35 30 5.7 +1.6
HLAL Wahed FTSE USA Shariah ETF 0.1 50 15 3.9 -0.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 70 -5 6.7 +2.6
GSPY Gotham Enhanced 500 ETF 0.0 50 15 4.5 +0.4
VTWO Vanguard Russell 2000 ETF 0.0 7 58 3.2 -0.9
STXG Strive 1000 Growth ETF 0.0 18 47 3.2 -0.9
DIVB iShares Core Dividend ETF 0.0 5 60 7.3 +3.2
SFGV Sequoia Global Value ETF 0.0 23 42 7.3 +3.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.0 20 45 4.6 +0.5
ISCB iShares Morningstar Small-Cap ETF 0.0 4 61 5.0 +0.9
VXF Vanguard Extended Market ETF 0.0 5 60 3.9 -0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 36 5.6 +1.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 53 3.4 -0.7
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 47 4.6 +0.4
IWN iShares Russell 2000 Value ETF 0.0 24 41 5.5 +1.4
DFAS Dimensional U.S. Small Cap ETF 0.0 26 39 5.6 +1.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 36 3.8 -0.3
VTWV Vanguard Russell 2000 Value ETF 0.0 10 55 5.6 +1.5

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

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.2 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 4.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.68 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.