Global X Copper Miners ETF
ALTAR
Score™		 8.9% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 15.0x P/Sales
ratio		 0.8x
P/BV
ratio		 1.2x Div.
yield		 2.4%


  • 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) $2,600
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 39
Wgt avg mkt cap (mns) $22,448
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
FIRST QUANTUM MINERALS LTD 6.0 %
BOLIDEN 6.0 %
ZIJIN MINING GROUP CO LTD-H 5.4 %
ANTOFAGASTA PLC 5.3 %
LUNDIN MINING CORP 4.9 %
KGHM POLSKA MIEDZ S.A. 4.8 %
SOUTHERN COPPER CORP 4.6 %
BHP BILLITON LTD 4.4 %
TECK RESOURCES LTD-CLS B 4.4 %
FREEPORT-MCMORAN COPPER 4.2 %
Total 50.1 %

TOP COUNTRY EXPOSURE
CANADA 34.4 %
CHINA 10.4 %
AUSTRALIA 9.9 %
UNITED STATES 9.5 %
JAPAN 7.6 %
SWEDEN 5.9 %
BRITAIN 5.8 %
POLAND 4.7 %
GERMANY 3.9 %
SWITZERLAND 3.9 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
0.1% 6.2% 21.7% 7.5% 1.0%

Market Correlations
versus... Beta R-squared
S&P500 1.10 35%
MSCI EAFE 1.45 64%
MSCI Emg. Mkts. 1.49 67%

Technical Indicators
Recent close $39.10
30d moving avg. $40.49
Annualized volatility 31.6%
Short interest (ETF) 2.4%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 1,112
Turnover 1.7%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $751

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 452 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™: 8.9%


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 60.4 35 30 9.0 +0.2
ICOP iShares Copper and Metals Mining ETF 52.5 47 18 10.0 +1.1
GMET VanEck Green Metals ETF 38.2 63 2 10.8 +1.9
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 30.3 85 -20 8.0 -0.9
DMAT Global X Disruptive Materials ETF 30.1 59 6 9.2 +0.3
BATT Amplify Lithium & Battery Technology ETF 26.3 59 6 3.8 -5.1
PICK iShares MSCI Global Metals & Mining Producers ETF 23.4 39 26 14.1 +5.3
SETM Sprott Energy Transition Materials ETF 17.8 65 0 4.7 -4.2
AGMI Themes Silver Miners ETF 17.4 35 30 3.1 -5.8
EV Mast Global Battery Recycling & Production ETF 14.0 65 0 11.6 +2.7
GNR SPDR S&P Global Natural Resources ETF 12.2 40 25 11.4 +2.6
ION ProShares S&P Global Core Battery Metals ETF 11.4 58 7 11.2 +2.3
MXI iShares Global Materials ETF 11.2 41 24 8.0 -0.8
COPJ Sprott Junior Copper Miners ETF 10.2 75 -10 4.1 -4.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 9.7 46 19 10.4 +1.6
NANR SPDR S&P North American Natural Resources ETF 7.5 35 30 8.4 -0.5
FTRI First Trust Indxx Global Natural Resources Income ETF 7.3 70 -5 8.6 -0.3
EPU iShares MSCI Peru and Global Exposure ETF 6.5 59 6 7.7 -1.2
CGXU Capital Group International Focus Equity ETF 6.4 54 11 5.9 -3.0
CCNR ALPS CoreCommodity Natural Resources ETF 5.7 39 26 11.0 +2.1
IYM iShares U.S. Basic Materials ETF 5.6 40 25 6.7 -2.1
AFK VanEck Africa Index ETF 5.4 98 -33 12.6 +3.7
SILJ ETFMG Prime Junior Silver Miners ETF 5.2 69 -4 2.7 -6.2
CCSO Carbon Collective Climate Solutions US Equity ETF 4.8 35 30 1.9 -7.0
FTWO Strive FAANG 2.0 ETF 4.8 49 16 5.1 -3.8
QVAL Alpha Architect US Quantitative Value ETF 4.5 39 26 10.3 +1.4
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 4.4 19 46 6.3 -2.6
FLAU Franklin FTSE Australia ETF 4.4 9 56 6.4 -2.5
DVYA iShares Asia/Pacific Dividend ETF 4.4 49 16 8.9 +0.1
EPP iShares MSCI Pacific ex-Japan ETF 4.4 47 18 5.7 -3.2
EWA iShares MSCI Australia ETF 4.4 50 15 6.1 -2.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 4.2 65 0 -3.8 -12.7
XLB Materials Select Sector SPDR Fund 4.2 8 57 6.2 -2.7
XME SPDR S&P Metals & Mining ETF 4.2 35 30 10.3 +1.4
VAW Vanguard Materials ETF 4.2 10 55 6.4 -2.4
EPOL iShares MSCI Poland ETF 4.2 59 6 11.6 +2.7
FMAT Fidelity MSCI Materials Index ETF 4.0 8 57 6.5 -2.4
FXZ First Trust Materials AlphaDEX Fund 3.9 61 4 11.0 +2.1
RING iShares MSCI Global Gold Miners ETF 3.7 39 26 5.8 -3.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.6 40 25 7.8 -1.0
SCHY Schwab International Dividend Equity ETF 3.5 14 51 9.8 +0.9
HAP VanEck Natural Resources ETF 3.5 50 15 10.0 +1.2
GDX VanEck Gold Miners ETF 3.4 51 14 4.5 -4.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 3.4 65 0 12.2 +3.3
DINT Davis Select International ETF 3.1 55 10 8.3 -0.6
LIMI Themes Lithium & Battery Metal Miners ETF 3.1 35 30 0.0 -8.9
IDV iShares International Select Dividend ETF 2.7 51 14 11.6 +2.7
PPIE Putnam PanAgora ESG International Equity ETF 2.5 49 16 7.8 -1.1
KNO AXS Knowledge Leaders ETF 2.5 78 -13 6.1 -2.8
LIVR Intelligent Livermore ETF 2.4 69 -4 8.2 -0.7
TTAI FCF International Quality ETF 2.3 59 6 6.9 -2.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.3 45 20 0.0 -8.9
ECNS iShares MSCI China Small-Cap ETF 2.3 59 6 10.8 +2.0
OBOR KraneShares MSCI One Belt One Road Index ETF 2.3 79 -14 7.7 -1.2
IQDF FlexShares International Quality Dividend Index Fund 2.3 47 18 9.5 +0.7
URA Global X Uranium ETF 2.3 69 -4 3.5 -5.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.2 85 -20 3.9 -4.9
DWLD Davis Select Worldwide ETF 2.2 63 2 7.8 -1.1
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 2.2 60 5 4.2 -4.6
FIVA Fidelity International Value Factor ETF 2.2 18 47 10.5 +1.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.1 60 5 8.8 -0.1
EWC iShares MSCI Canada ETF 2.1 50 15 6.6 -2.3
IGE iShares North American Natural Resources ETF 2.1 41 24 7.7 -1.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.1 42 23 6.8 -2.1
EWU iShares MSCI United Kingdom ETF 2.0 50 15 8.6 -0.3
ILF iShares Latin America 40 ETF 2.0 48 17 13.5 +4.6
EFV iShares MSCI EAFE Value ETF 2.0 34 31 9.4 +0.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.0 47 18 9.0 +0.1
FLGB Franklin FTSE United Kingdom ETF 2.0 9 56 8.0 -0.9
FNDF Schwab Fundamental International Large Co. Index ETF 1.9 25 40 10.1 +1.3
IPAC iShares Core MSCI Pacific ETF 1.9 9 56 7.1 -1.8
JCHI JPMorgan Active China ETF 1.9 65 0 16.8 +7.9
BBCA JPMorgan BetaBuilders Canada ETF 1.9 19 46 6.9 -2.0
IVAL Alpha Architect International Quantitative Value ETF 1.9 49 16 10.6 +1.8
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.9 60 5 6.4 -2.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.8 58 7 7.1 -1.8
IDHQ Invesco S&P International Developed High Quality ETF 1.8 29 36 6.7 -2.2
FPAG FPA Global Equity ETF 1.8 49 16 6.3 -2.6
SAGP Strategas Global Policy Opportunities ETF 1.8 65 0 5.3 -3.6
IQDG WisdomTree International Quality Dividend Growth Fund 1.8 42 23 7.2 -1.7
LVHI Franklin International Low Volatility High Dividend Index ET 1.8 40 25 11.0 +2.1
FICS First Trust International Developed Capital Strength ETF 1.7 70 -5 5.7 -3.2
IDOG ALPS International Sector Dividend Dogs ETF 1.7 50 15 12.2 +3.4
VPL Vanguard FTSE Pacific ETF 1.7 8 57 7.7 -1.2
ECML Euclidean Fundamental Value ETF 1.7 95 -30 13.1 +4.3
DIVI Franklin International Core Dividend Tilt Index ETF 1.6 9 56 8.2 -0.6
IQLT iShares MSCI Intl Quality Factor ETF 1.6 30 35 6.3 -2.5
BRAZ Global X Brazil Active ETF 1.6 75 -10 13.1 +4.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.5 45 20 9.3 +0.5
UMMA Wahed Dow Jones Islamic World ETF 1.5 65 0 5.3 -3.6
SCHC Schwab International Small-Cap Equity ETF 1.5 11 54 7.1 -1.8
EWD iShares MSCI Sweden ETF 1.5 54 11 5.6 -3.3
DTH WisdomTree International High Dividend Fund 1.5 58 7 9.1 +0.2
BIBL Inspire 100 ETF 1.5 35 30 4.7 -4.2
IVLU iShares MSCI Intl Value Factor ETF 1.4 30 35 11.1 +2.3
OAIM OneAscent International Equity ETF 1.4 95 -30 6.2 -2.7
FCA First Trust China AlphaDEX Fund 1.4 80 -15 11.3 +2.4
DUSA Davis Select U.S. Equity ETF 1.4 61 4 8.2 -0.6
DOL WisdomTree International LargeCap Dividend Fund 1.4 48 17 7.5 -1.4
DISV Dimensional International Small Cap Value ETF 1.4 42 23 9.7 +0.8
VYMI Vanguard International High Dividend Yield ETF 1.3 22 43 10.0 +1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 1.3 50 15 3.4 -5.5
NUDM Nuveen ESG International Developed Markets Equity ETF 1.3 31 34 6.6 -2.3
UEVM VictoryShares Emerging Markets Value Momentum ETF 1.3 45 20 11.1 +2.2
CRTC Xtrackers US National Critical Technologies ETF 1.3 35 30 5.3 -3.6
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.2 58 7 6.5 -2.3
EMM Global X Emerging Markets ex-China ETF 1.2 75 -10 5.0 -3.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.2 30 35 7.3 -1.6
FXI iShares China Large-Cap ETF 1.2 74 -9 18.1 +9.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.2 35 30 5.9 -3.0
RFFC ALPS Active Equity Opportunity ETF 1.2 48 17 4.5 -4.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.1 7 58 7.0 -1.9
BKIE BNY Mellon International Equity ETF 1.1 4 61 7.3 -1.6
VWID Virtus WMC International Dividend ETF 1.1 49 16 8.8 -0.1
STXI Strive International Developed Markets ETF 1.1 29 36 5.9 -2.9
FTHF First Trust Emerging Markets Human Flourishing ETF 1.1 75 -10 9.8 +1.0
HFXI IQ FTSE International Equity Currency Neutral ETF 1.1 20 45 7.4 -1.5
IDEV iShares Core MSCI International Developed Markets ETF 1.1 4 61 7.4 -1.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.1 12 53 6.2 -2.7
EFA iShares MSCI EAFE ETF 1.1 35 30 7.0 -1.8
VEA Vanguard FTSE Developed Markets ETF 1.1 5 60 7.6 -1.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.1 20 45 6.7 -2.1
DFIV Dimensional International Value ETF 1.1 27 38 10.4 +1.5
JIRE JPMorgan International Research Enhanced Equity ETF 1.1 24 41 7.4 -1.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.1 36 29 6.9 -2.0
DEHP Dimensional Emerging Markets High Profitability ETF 1.1 41 24 6.5 -2.3
YLDE ClearBridge Dividend Strategy ESG ETF 1.1 60 5 5.4 -3.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.1 20 45 11.3 +2.4
FLCA Franklin FTSE Canada ETF 1.1 9 56 7.0 -1.8
GSID Goldman Sachs MarketBeta International Equity ETF 1.1 20 45 7.1 -1.7
SCHF Schwab International Equity ETF 1.0 6 59 7.7 -1.2
FDEM Fidelity Emerging Markets Multifactor ETF 1.0 25 40 13.5 +4.7
DWM WisdomTree International Equity Fund 1.0 48 17 7.7 -1.2
WWJD Inspire International ETF 1.0 80 -15 7.6 -1.3
PEXL Pacer US Export Leaders ETF 1.0 60 5 5.4 -3.4
DSTL Distillate US Fundamental Stability & Value ETF 1.0 39 26 8.3 -0.6
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 3 62 7.5 -1.4
IEFA iShares Core MSCI EAFE ETF 1.0 7 58 7.4 -1.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.0 65 0 5.9 -3.0
BLES Inspire Global Hope ETF 1.0 61 4 6.8 -2.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.0 40 25 7.5 -1.3
VIDI Vident International Equity Strategy ETF 1.0 61 4 12.0 +3.1
JPIN J.P. Morgan Diversified Return International Equity ETF 1.0 37 28 8.9 +0.0
LQPE PEO AlphaQuest Thematic PE ETF 1.0 125 -60 6.9 -2.0
ACWX iShares MSCI ACWI ex U.S. ETF 1.0 34 31 8.1 -0.7
GVLU Gotham 1000 Value ETF 1.0 50 15 9.1 +0.2
JHMD John Hancock Multifactor Developed International ETF 1.0 39 26 7.8 -1.1
INTF iShares International Equity Factor ETF 0.9 15 50 8.1 -0.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.9 80 -15 11.8 +2.9
DIHP Dimensional International High Profitability ETF 0.9 29 36 7.4 -1.5
EMC Global X Emerging Markets Great Consumer ETF 0.9 75 -10 8.5 -0.4
DFAI Dimensional International Core Equity Market ETF 0.9 18 47 7.6 -1.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.9 41 24 7.1 -1.8
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 58 8.3 -0.6
CWI SPDR MSCI ACWI ex-US ETF 0.9 30 35 8.2 -0.7
RFDI First Trust Riverfront Dynamic Developed International ETF 0.9 83 -18 10.0 +1.2
SPHB Invesco S&P 500 High Beta ETF 0.9 25 40 5.3 -3.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.8 18 47 8.1 -0.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.8 60 5 5.3 -3.6
PTL Inspire 500 ETF 0.8 9 56 5.4 -3.5
PRAY FIS Christian Stock Fund 0.8 69 -4 5.5 -3.4
AVDV Avantis International Small Cap Value ETF 0.8 36 29 10.9 +2.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.8 8 57 8.5 -0.4
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.8 32 33 7.0 -1.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.8 39 26 8.3 -0.5
FYLD Cambria Foreign Shareholder Yield ETF 0.8 59 6 12.5 +3.6
DFIC Dimensional International Core Equity 2 ETF 0.8 23 42 7.9 -0.9
GVAL Cambria Global Value ETF 0.7 68 -3 11.3 +2.4
IFRA iShares U.S. Infrastructure ETF 0.7 30 35 6.8 -2.0
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -10 5.4 -3.5
VXUS Vanguard Total International Stock ETF 0.7 7 58 8.3 -0.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.7 30 35 8.6 -0.3
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -15 12.6 +3.8
BRIF FIS Bright Portfolios Focused Equity ETF 0.7 65 0 4.9 -4.0
FEP First Trust Europe AlphaDEX Fund 0.7 80 -15 9.3 +0.4
ISCF iShares International SmallCap Equity Factor ETF 0.7 23 42 8.6 -0.3
AVDE Avantis International Equity ETF 0.7 23 42 8.0 -0.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.6 65 0 8.6 -0.3
IVRA Invesco Real Assets ESG ETF 0.6 59 6 3.5 -5.4
GXC SPDR S&P China ETF 0.6 59 6 16.7 +7.8
MCHI iShares MSCI China ETF 0.6 59 6 17.8 +9.0
DFLV Dimensional US Large Cap Value ETF 0.6 22 43 8.2 -0.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 40 7.5 -1.4
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.6 90 -25 8.4 -0.5
RODE Hartford Multifactor Diversified International ETF 0.6 29 36 9.9 +1.0
CGDV Capital Group Dividend Value ETF 0.6 33 32 4.9 -4.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 45 7.1 -1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 47 7.2 -1.7
AVSD Avantis Responsible International Equity ETF 0.6 23 42 6.8 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 45 6.0 -2.9
WCEO Hypatia Women CEO ETF 0.6 85 -20 -1.3 -10.2
FLEE Franklin FTSE Europe ETF 0.6 9 56 7.0 -1.9
VGK Vanguard FTSE Europe ETF 0.6 11 54 7.5 -1.4
DGT SPDR Global Dow ETF 0.6 50 15 7.5 -1.4
DEW WisdomTree Global High Dividend Fund 0.6 58 7 7.7 -1.1
DFIS Dimensional International Small Cap ETF 0.6 39 26 7.9 -1.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 27 4.9 -4.0
BBEU JPMorgan BetaBuilders Europe ETF 0.6 9 56 7.2 -1.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 26 7.0 -1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 45 7.8 -1.1
TEMP JPMorgan Climate Change Solutions ETF 0.5 49 16 5.9 -3.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 45 6.6 -2.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 19 6.8 -2.1
IEV iShares Europe ETF 0.5 67 -2 6.9 -1.9
FKU First Trust United Kingdom AlphaDEX Fund 0.5 80 -15 7.9 -0.9
FLCH Franklin FTSE China ETF 0.5 19 46 17.2 +8.3
SPEU SPDR Portfolio Europe ETF 0.5 7 58 7.5 -1.4
IEUR iShares Core MSCI Europe ETF 0.5 11 54 7.4 -1.5
MCH Matthews China Active ETF 0.5 79 -14 15.3 +6.5
AVEM Avantis Emerging Markets Equity ETF 0.5 33 32 9.7 +0.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 23 5.4 -3.4
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 35 5.9 -2.9
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.5 65 0 4.1 -4.8
SPEM SPDR Portfolio Emerging Markets ETF 0.5 7 58 10.9 +2.0
TPIF Timothy Plan International ETF 0.4 62 3 6.5 -2.3
IOO iShares Global 100 ETF 0.4 41 24 5.4 -3.5
TOK iShares MSCI Kokusai ETF 0.4 26 39 5.2 -3.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 16 7.3 -1.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 56 5.5 -3.4
DWMF WisdomTree International Multifactor Fund 0.4 38 27 6.9 -2.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.4 38 27 9.9 +1.1
URTH iShares MSCI World ETF 0.4 24 41 5.5 -3.4
ACWI iShares MSCI ACWI ETF 0.4 32 33 6.0 -2.9
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 7 8.3 -0.5
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.4 58 7 7.7 -1.2
JHEM John Hancock Multifactor Emerging Markets ETF 0.4 49 16 10.5 +1.7
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.4 50 15 11.6 +2.7
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 0 5.0 -3.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.4 49 16 10.0 +1.2
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 55 6.1 -2.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.4 49 16 4.7 -4.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.4 30 35 10.6 +1.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.4 15 50 5.4 -3.5
VT Vanguard Total World Stock ETF 0.4 7 58 6.3 -2.6
FEM First Trust Emerging Markets AlphaDEX Fund 0.4 80 -15 13.8 +5.0
QINT American Century Quality Diversified International ETF 0.4 39 26 7.6 -1.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 41 8.3 -0.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 40 7.2 -1.6
EEM iShares MSCI Emerging Markets ETF 0.4 69 -4 10.7 +1.9
IEMG iShares Core MSCI Emerging Markets ETF 0.4 9 56 10.9 +2.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.4 9 56 9.2 +0.3
CIL VictoryShares International Volatility Wtd ETF 0.4 45 20 7.0 -1.9
BKF iShares MSCI BIC ETF 0.3 69 -4 13.0 +4.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 25 7.4 -1.5
IWX iShares Russell Top 200 Value ETF 0.3 20 45 6.4 -2.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 41 6.4 -2.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 36 8.2 -0.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.3 66 -1 10.2 +1.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 16 16.7 +7.8
DFUV Dimensional US Marketwide Value ETF 0.3 22 43 8.1 -0.8
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 41 6.6 -2.3
MGV Vanguard Mega Cap Value ETF 0.3 7 58 6.7 -2.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.3 36 29 5.1 -3.7
DFAE Dimensional Emerging Core Equity Market ETF 0.3 35 30 10.2 +1.3
KALL KraneShares MSCI All China Index ETF 0.3 49 16 15.3 +6.4
VFVA Vanguard U.S. Value Factor ETF 0.3 13 52 11.7 +2.8
AVES Avantis Emerging Markets Value ETF 0.3 36 29 12.2 +3.3
XCNY SPDR S&P Emerging Markets ex-China ETF 0.3 15 50 0.0 -8.9
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 26 16.9 +8.0
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 53 5.8 -3.1
FJP First Trust Japan AlphaDEX Fund 0.3 80 -15 10.3 +1.4
GWX SPDR S&P International Small Cap ETF 0.3 40 25 6.7 -2.2
RVRB Reverb ETF 0.3 30 35 3.7 -5.1
FLHK Franklin FTSE Hong Kong ETF 0.3 9 56 6.8 -2.0
GLOF iShares Global Equity Factor ETF 0.3 20 45 6.8 -2.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -5 7.8 -1.1
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 23 7.2 -1.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 51 6.0 -2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 30 4.6 -4.2
ECON Columbia Emerging Markets Consumer ETF 0.3 49 16 12.9 +4.1
FDEV Fidelity International Multifactor ETF 0.3 18 47 7.7 -1.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 35 9.3 +0.5
CGGO Capital Group Global Growth Equity ETF 0.3 47 18 5.0 -3.9
FSST Fidelity Sustainable U.S. Equity ETF 0.3 59 6 4.4 -4.5
VFMF Vanguard U.S. Multifactor ETF 0.3 18 47 8.5 -0.4
AVIV Avantis International Large Cap Value ETF 0.3 25 40 9.3 +0.4
EWJV iShares MSCI Japan Value ETF 0.3 15 50 9.8 +0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 53 5.1 -3.7
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.3 35 30 21.6 +12.7
DFVX Dimensional US Large Cap Vector ETF 0.3 22 43 6.6 -2.3
VTV Vanguard Value ETF 0.3 4 61 6.9 -1.9
SCJ iShares MSCI Japan Small-Cap ETF 0.3 50 15 6.8 -2.1
IQSI IQ Candriam International Equity ETF 0.3 15 50 6.7 -2.2
FENI Fidelity Enhanced International ETF 0.3 28 37 7.0 -1.9
FVAL Fidelity Value Factor ETF 0.3 15 50 7.3 -1.6
KLMN Invesco MSCI North America Climate ETF 0.2 9 56 5.3 -3.6
DFEV Dimensional Emerging Markets Value ETF 0.2 43 22 14.5 +5.6
VSGX Vanguard ESG International Stock ETF 0.2 12 53 8.2 -0.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.2 49 16 10.7 +1.9
BFOR ALPS Barron's 400 ETF 0.2 65 0 6.2 -2.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 56 6.1 -2.8
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 40 8.0 -0.9
FQAL Fidelity Quality Factor ETF 0.2 15 50 5.9 -3.0
SSPY Syntax Stratified LargeCap ETF 0.2 30 35 6.6 -2.3
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 61 6.8 -2.0
VOOV Vanguard S&P 500 Value ETF 0.2 10 55 6.3 -2.6
IVE iShares S&P 500 Value ETF 0.2 18 47 6.2 -2.7
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 61 6.4 -2.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.2 65 0 5.4 -3.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 26 6.3 -2.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -5 9.8 +1.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.2 80 -15 10.0 +1.1
IWD iShares Russell 1000 Value ETF 0.2 19 46 6.5 -2.4
VONV Vanguard Russell 1000 Value ETF 0.2 8 57 6.6 -2.3
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 40 10.7 +1.8
IUSV iShares Core S&P US Value ETF 0.2 4 61 6.5 -2.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 24 9.4 +0.5
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 58 7 10.1 +1.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.2 58 7 9.0 +0.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 40 6.6 -2.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 4.9 -3.9
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 57 10.9 +2.0
DIM WisdomTree International MidCap Dividend Fund 0.2 58 7 7.7 -1.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 32 10.6 +1.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.2 9 56 5.0 -3.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 53 6.5 -2.3
INEQ Columbia International Equity Income ETF 0.2 45 20 8.7 -0.2
STXE Strive Emerging Markets Ex-China ETF 0.2 32 33 8.2 -0.7
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 53 4.8 -4.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 56 6.1 -2.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 46 10.8 +2.0
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 45 6.3 -2.5
SCHE Schwab Emerging Markets Equity ETF 0.2 11 54 11.6 +2.7
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 53 6.0 -2.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 13 5.6 -3.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 7 5.6 -3.3
STXV Strive 1000 Value ETF 0.2 18 47 7.5 -1.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 6 6.5 -2.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 20 4.9 -4.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 35 5.6 -3.2
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 56 6.0 -2.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 6 9.4 +0.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 29 11.2 +2.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 54 11.8 +2.9
KRUZ Unusual Whales Subversive Republican Trading ETF 0.2 75 -10 6.0 -2.9
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 56 6.7 -2.2
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 52 6.6 -2.3
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 7 8.9 +0.0
SIZE iShares MSCI USA Size Factor ETF 0.2 15 50 5.8 -3.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 57 5.3 -3.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 48 6.0 -2.9
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 17 7.5 -1.4
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 50 10.8 +1.9
FLJP Franklin FTSE Japan ETF 0.2 9 56 7.0 -1.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 50 8.6 -0.3
ACVF American Conservative Values ETF 0.2 75 -10 4.5 -4.4
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 50 8.1 -0.8
AVUS Avantis U.S. Equity ETF 0.2 15 50 6.3 -2.6
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 55 5.4 -3.5
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 56 5.6 -3.3
ROAM Hartford Multifactor Emerging Markets ETF 0.2 44 21 11.3 +2.4
DFAU Dimensional US Core Equity Market ETF 0.2 12 53 5.5 -3.3
IWL iShares Russell Top 200 ETF 0.2 15 50 5.1 -3.8
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.2 80 -15 13.6 +4.7
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 31 6.2 -2.7
ILCV iShares Morningstar Value ETF 0.2 4 61 6.7 -2.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 45 6.6 -2.3
APUE ActivePassive U.S. Equity ETF 0.2 45 20 4.9 -4.0
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 26 7.0 -1.9
KSA iShares MSCI Saudi Arabia ETF 0.2 74 -9 5.7 -3.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 45 5.3 -3.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.2 -3.6
JHML John Hancock Multifactor Large Cap ETF 0.2 29 36 5.6 -3.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 20 11.0 +2.2
DCOR Dimensional US Core Equity 1 ETF 0.1 14 51 5.8 -3.0
EWJ iShares MSCI Japan ETF 0.1 50 15 7.1 -1.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 54 5.4 -3.5
MGC Vanguard Mega Cap ETF 0.1 7 58 5.1 -3.7
BBJP JPMorgan BetaBuilders Japan ETF 0.1 19 46 7.6 -1.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1 47 18 7.1 -1.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 40 7.3 -1.6
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 48 12.9 +4.0
RWL Invesco S&P 500 Revenue ETF 0.1 39 26 7.0 -1.9
EWUS iShares MSCI United Kingdom Small Cap ETF 0.1 59 6 7.4 -1.5
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 49 8.4 -0.4
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 40 7.4 -1.5
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 62 5.2 -3.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 55 5.4 -3.5
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 56 5.0 -3.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 58 5.2 -3.7
VOTE TCW Transform 500 ETF 0.1 5 60 5.2 -3.6
XVV iShares ESG Screened S&P 500 ETF 0.1 8 57 5.1 -3.7
DFUS Dimensional U.S. Equity ETF 0.1 9 56 5.3 -3.6
IWB iShares Russell 1000 ETF 0.1 15 50 5.2 -3.7
VONE Vanguard Russell 1000 ETF 0.1 8 57 5.3 -3.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 30 6.1 -2.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 25 6.0 -2.9
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 56 4.4 -4.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 36 5.1 -3.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 45 5.0 -3.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 63 5.3 -3.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 54 5.2 -3.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 65 5.3 -3.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 6 13.7 +4.8
IWV iShares Russell 3000 ETF 0.1 20 45 5.0 -3.8
VTHR Vanguard Russell 3000 ETF 0.1 10 55 5.2 -3.7
IVV iShares Core S&P 500 ETF 0.1 3 62 5.3 -3.6
VOO Vanguard S&P 500 ETF 0.1 3 62 5.3 -3.6
VV Vanguard Large-Cap ETF 0.1 4 61 5.2 -3.7
IUS Invesco RAFI Strategic US ETF 0.1 19 46 7.1 -1.8
PBUS Invesco MSCI USA ETF 0.1 4 61 5.2 -3.7
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 63 5.3 -3.5
SPY SPDR S&P 500 ETF Trust 0.1 9 56 5.2 -3.6
STRV Strive 500 ETF 0.1 5 60 5.2 -3.7
EFG iShares MSCI EAFE Growth ETF 0.1 36 29 4.5 -4.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 56 4.7 -4.2
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 16 5.9 -3.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 62 5.5 -3.4
SCHX Schwab U.S. Large-Cap ETF 0.1 3 62 5.3 -3.5
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 40 12.4 +3.6
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -10 1.0 -7.9
SCHK Schwab 1000 Index ETF 0.1 5 60 5.3 -3.5
IYY iShares Dow Jones U.S. ETF 0.1 20 45 5.1 -3.7
ILCG iShares Morningstar Growth ETF 0.1 4 61 4.1 -4.8
SCHB Schwab U.S. Broad Market ETF 0.1 3 62 5.3 -3.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 62 5.2 -3.7
SFY SoFi Select 500 ETF 0.1 0 65 4.8 -4.0
VTI Vanguard Total Stock Market ETF 0.1 3 62 5.2 -3.7
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 17 8.4 -0.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -2 10.1 +1.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 50 5.7 -3.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 33 5.2 -3.7
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 0 8.1 -0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 40 5.9 -3.0
STXG Strive 1000 Growth ETF 0.1 18 47 4.2 -4.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 45 6.8 -2.1
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 53 7.2 -1.7
AFLG First Trust Active Factor Large Cap ETF 0.1 55 10 6.2 -2.7
CCMG CCM Global Equity ETF 0.1 34 31 8.5 -0.3
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 50 5.8 -3.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 20 6.6 -2.2
VYM Vanguard High Dividend Yield Index ETF 0.0 6 59 7.3 -1.6
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 48 6.9 -2.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 53 4.8 -4.0
GSPY Gotham Enhanced 500 ETF 0.0 50 15 5.5 -3.4
IWY iShares Russell Top 200 Growth ETF 0.0 20 45 4.9 -4.0
HLAL Wahed FTSE USA Shariah ETF 0.0 50 15 5.2 -3.7
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 23 4.1 -4.7
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.6 -2.3
IWF iShares Russell 1000 Growth ETF 0.0 19 46 4.8 -4.1
VONG Vanguard Russell 1000 Growth ETF 0.0 8 57 4.9 -4.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 50 4.3 -4.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 56 5.6 -3.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 46 6.5 -2.4
JGRO JPMorgan Active Growth ETF 0.0 44 21 3.9 -5.0
DIVB iShares Core Dividend ETF 0.0 5 60 7.7 -1.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 53 4.5 -4.4
RSSL Global X Russell 2000 ETF 0.0 8 57 3.6 -5.3
QDF FlexShares Quality Dividend Index Fund 0.0 37 28 6.2 -2.7
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 47 5.8 -3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 36 6.4 -2.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.0 37 28 5.9 -2.9

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:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.1 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 8.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.55
 
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.