Global X Copper Miners ETF
ALTAR
Score™		 5.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 25.0x P/Sales
ratio		 1.2x
P/BV
ratio		 1.9x Div.
yield		 1.5%


  • 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) $3,700
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 40
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
LUNDIN MINING CORP 5.7 %
KGHM POLSKA MIEDZ S.A. 5.0 %
BOLIDEN 5.0 %
FREEPORT-MCMORAN COPPER 4.8 %
SOUTHERN COPPER CORP 4.8 %
GLENCORE INTERNATIONAL PLC 4.7 %
ANTOFAGASTA PLC 4.7 %
ZIJIN MINING GROUP CO LTD-H 4.6 %
TECK RESOURCES LTD-CLS B 4.6 %
BHP BILLITON LTD 4.6 %
Total 48.6 %

TOP COUNTRY EXPOSURE
CANADA 37.8 %
CHINA 10.2 %
UNITED STATES 9.6 %
AUSTRALIA 8.6 %
JAPAN 6.5 %
BRITAIN 5.3 %
POLAND 5.0 %
SWEDEN 5.0 %
SWITZERLAND 4.7 %
GERMANY 2.9 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
69.4% 53.8% 21.6% 19.9% 5.1%

Market Correlations
versus... Beta R-squared
S&P500 1.13 24%
MSCI EAFE 0.93 18%
MSCI Emg. Mkts. 0.86 15%

Technical Indicators
Recent close $67.20
30d moving avg. $60.77
Annualized volatility 29.2%
Short interest (ETF) 4.8%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 2,218
Turnover 4.0%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $751

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 506 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™: 5.6%


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 64.0 35 30 4.4 -1.2
ICOP iShares Copper and Metals Mining ETF 51.2 47 18 7.4 +1.8
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 37.3 85 -20 6.2 +0.6
GMET VanEck Green Metals ETF 37.2 63 2 7.2 +1.6
BATT Amplify Lithium & Battery Technology ETF 25.9 59 6 1.9 -3.7
PICK iShares MSCI Global Metals & Mining Producers ETF 25.5 39 26 10.6 +5.0
DMAT Global X Disruptive Materials ETF 22.9 59 6 6.8 +1.2
EV Mast Global Battery Recycling & Production ETF 18.6 65 0 7.6 +2.0
SETM Sprott Energy Transition Materials ETF 14.8 65 0 2.0 -3.6
ION ProShares S&P Global Core Battery Metals ETF 12.6 58 7 7.3 +1.8
AGMI Themes Silver Miners ETF 12.4 35 30 4.2 -1.4
MXI iShares Global Materials ETF 12.1 41 24 7.2 +1.6
CCNR ALPS CoreCommodity Natural Resources ETF 12.1 39 26 8.3 +2.7
GNR SPDR S&P Global Natural Resources ETF 11.3 40 25 10.2 +4.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 10.2 46 19 9.4 +3.9
FTRI First Trust Indxx Global Natural Resources Income ETF 9.4 70 -5 7.6 +2.0
COPJ Sprott Junior Copper Miners ETF 8.6 75 -10 -0.2 -5.8
EPU iShares MSCI Peru and Global Exposure ETF 7.3 59 6 6.0 +0.4
CGXU Capital Group International Focus Equity ETF 7.2 54 11 5.3 -0.3
AFK VanEck Africa Index ETF 6.6 98 -33 14.0 +8.5
IYM iShares U.S. Basic Materials ETF 6.5 40 25 6.2 +0.6
SILJ ETFMG Prime Junior Silver Miners ETF 6.0 69 -4 0.6 -5.0
NANR SPDR S&P North American Natural Resources ETF 5.5 35 30 7.9 +2.3
CCSO Carbon Collective Climate Solutions US Equity ETF 5.1 35 30 1.2 -4.4
FMAT Fidelity MSCI Materials Index ETF 4.9 8 57 6.5 +0.9
XLB The Materials Select Sector SPDR Fund 4.8 8 57 6.6 +1.0
XME State Street SPDR S&P Metals & Mining ETF 4.8 35 30 6.9 +1.3
EPOL iShares MSCI Poland ETF 4.8 59 6 11.3 +5.7
FXZ First Trust Materials AlphaDEX Fund 4.8 61 4 9.5 +3.9
VAW Vanguard Materials ETF 4.7 9 56 6.5 +0.9
FTWO Strive FAANG 2.0 ETF 4.7 49 16 4.3 -1.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 4.6 19 46 5.5 -0.1
FLAU Franklin FTSE Australia ETF 4.6 9 56 6.3 +0.7
DVYA iShares Asia/Pacific Dividend ETF 4.6 49 16 7.3 +1.7
EPP iShares MSCI Pacific ex-Japan ETF 4.6 47 18 5.2 -0.4
EWA iShares MSCI Australia ETF 4.6 50 15 5.8 +0.2
RING iShares MSCI Global Gold Miners ETF 4.4 39 26 4.0 -1.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 4.0 65 0 10.6 +5.1
SCHY Schwab International Dividend Equity ETF 3.7 14 51 9.6 +4.0
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 25 8.1 +2.6
JCHI JPMorgan Active China ETF 3.4 65 0 14.5 +8.9
HAP VanEck Natural Resources ETF 3.4 50 15 8.7 +3.2
OTGL OTG Latin America ETF 3.3 269 -204 8.1 +2.5
AFOS ARS Focused Opportunities Strategy ETF 3.2 45 20 3.1 -2.5
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 3.1 90 -25 5.2 -0.4
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 3.0 60 5 2.9 -2.6
FGM First Trust Germany AlphaDEX Fund 2.9 80 -15 6.8 +1.3
FEM First Trust Emerging Markets AlphaDEX Fund 2.8 80 -15 11.5 +5.9
DINT Davis Select International ETF 2.7 55 10 7.8 +2.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.7 45 20 1.7 -3.9
IDV iShares International Select Dividend ETF 2.6 51 14 10.2 +4.7
ICAP InfraCap Equity Income Fund ETF 2.6 171 -106 4.3 -1.3
PPIE Putnam PanAgora ESG International Equity ETF 2.6 49 16 7.1 +1.6
IDHQ Invesco S&P International Developed High Quality ETF 2.6 29 36 6.3 +0.7
KNO AXS Knowledge Leaders ETF 2.5 78 -13 5.6 +0.1
IQDF FlexShares International Quality Dividend Index Fund 2.5 47 18 8.4 +2.8
IVRA Invesco Real Assets ESG ETF 2.5 59 6 6.4 +0.9
OBOR KraneShares MSCI One Belt One Road Index ETF 2.4 79 -14 7.8 +2.2
FNDF Schwab Fundamental International Large Co. Index ETF 2.4 25 40 8.9 +3.3
FEP First Trust Europe AlphaDEX Fund 2.3 80 -15 7.9 +2.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.3 85 -20 3.4 -2.2
TTAI FCF International Quality ETF 2.3 59 6 7.4 +1.8
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.3 47 18 7.7 +2.1
UEVM VictoryShares Emerging Markets Value Momentum ETF 2.3 45 20 10.0 +4.4
FIVA Fidelity International Value Factor ETF 2.2 18 47 9.1 +3.5
EWU iShares MSCI United Kingdom ETF 2.1 50 15 7.8 +2.2
EWC iShares MSCI Canada ETF 2.1 50 15 5.8 +0.2
BBCA JPMorgan BetaBuilders Canada ETF 2.1 19 46 6.1 +0.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.1 42 23 6.6 +1.0
IGE iShares North American Natural Resources ETF 2.0 41 24 7.3 +1.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.0 45 20 8.3 +2.8
EFV iShares MSCI EAFE Value ETF 2.0 34 31 8.5 +2.9
ILF iShares Latin America 40 ETF 2.0 48 17 11.4 +5.8
FLGB Franklin FTSE United Kingdom ETF 2.0 9 56 7.2 +1.6
FXI iShares China Large-Cap ETF 2.0 74 -9 17.1 +11.6
URA Global X Uranium ETF 2.0 69 -4 1.0 -4.6
GCOW Pacer Global Cash Cows Dividend ETF 2.0 60 5 10.3 +4.7
LVHI Franklin International Low Volatility High Dividend Index ET 2.0 40 25 10.1 +4.5
IDOG ALPS International Sector Dividend Dogs ETF 1.9 50 15 11.4 +5.9
FDEM Fidelity Emerging Markets Multifactor ETF 1.9 25 40 12.2 +6.6
FICS First Trust International Developed Capital Strength ETF 1.9 70 -5 7.3 +1.7
EWD iShares MSCI Sweden ETF 1.9 54 11 5.2 -0.4
DWLD Davis Select Worldwide ETF 1.9 63 2 7.2 +1.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.9 60 5 7.9 +2.4
IPAC iShares Core MSCI Pacific ETF 1.8 9 56 6.0 +0.4
BIBL Inspire 100 ETF 1.8 35 30 5.1 -0.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.8 58 7 6.8 +1.2
IQDG WisdomTree International Quality Dividend Growth Fund 1.8 42 23 6.8 +1.3
AKAF The Frontier Economic Fund 1.8 20 45 6.3 +0.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.7 80 -15 8.4 +2.8
FPAG FPA Global Equity ETF 1.7 49 16 5.6 +0.0
DIVI Franklin International Core Dividend Tilt Index ETF 1.7 9 56 7.5 +1.9
AGQI First Trust Active Global Quality Income ETF 1.7 85 -20 5.2 -0.4
SAGP Strategas Global Policy Opportunities ETF 1.7 65 0 5.5 -0.1
ECML Euclidean Fundamental Value ETF 1.7 95 -30 10.2 +4.6
ABLD Abacus FCF Real Assets Leaders ETF 1.7 69 -4 7.0 +1.4
HAPY Harbor Human Capital Factor Unconstrained ETF 1.7 50 15 5.8 +0.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.6 65 0 -1.3 -6.8
DTH WisdomTree International High Dividend Fund 1.6 58 7 7.9 +2.3
BRAZ Global X Brazil Active ETF 1.6 75 -10 11.1 +5.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.6 60 5 5.3 -0.3
FTHF First Trust Emerging Markets Human Flourishing ETF 1.6 75 -10 9.1 +3.5
VPL Vanguard FTSE Pacific ETF 1.6 7 58 6.3 +0.7
UMMA Wahed Dow Jones Islamic World ETF 1.6 65 0 4.8 -0.8
IVLU iShares MSCI Intl Value Factor ETF 1.5 30 35 9.6 +4.0
DOL WisdomTree International LargeCap Dividend Fund 1.5 48 17 6.8 +1.2
CRTC Xtrackers US National Critical Technologies ETF 1.5 35 30 4.7 -0.8
OAIM OneAscent International Equity ETF 1.5 95 -30 5.4 -0.2
SWP SWP Growth & Income ETF 1.4 99 -34 4.1 -1.5
DEHP Dimensional Emerging Markets High Profitability ETF 1.4 41 24 6.4 +0.8
ESGD iShares ESG Aware MSCI EAFE ETF 1.4 20 45 6.3 +0.7
NUDM Nuveen ESG International Developed Markets Equity ETF 1.4 31 34 5.9 +0.3
MCHI iShares MSCI China ETF 1.3 59 6 17.1 +11.5
VYMI Vanguard International High Dividend Yield ETF 1.3 17 48 9.0 +3.4
YLDE ClearBridge Dividend Strategy ESG ETF 1.3 60 5 5.7 +0.1
SLVP iShares MSCI Global Silver Miners ETF 1.3 39 26 4.8 -0.8
GVAL Cambria Global Value ETF 1.3 68 -3 10.4 +4.8
DXIV Dimensional International Vector Equity ETF 1.3 34 31 7.4 +1.9
VWID Virtus WMC International Dividend ETF 1.3 49 16 7.9 +2.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.2 49 16 4.9 -0.7
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.2 58 7 6.6 +1.0
JIRE JPMorgan International Research Enhanced Equity ETF 1.2 24 41 6.8 +1.2
BKIE BNY Mellon International Equity ETF 1.2 4 61 6.6 +1.0
FEUZ First Trust Eurozone AlphaDEX ETF 1.2 80 -15 7.5 +1.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.2 20 45 9.6 +4.0
HFXI IQ FTSE International Equity Currency Neutral ETF 1.2 20 45 6.6 +1.0
DUSA Davis Select U.S. Equity ETF 1.2 61 4 7.4 +1.8
BLES Inspire Global Hope ETF 1.2 61 4 6.8 +1.2
DISV Dimensional International Small Cap Value ETF 1.2 42 23 8.9 +3.3
WWJD Inspire International ETF 1.2 80 -15 7.1 +1.5
DFIV Dimensional International Value ETF 1.2 27 38 8.9 +3.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.2 36 29 6.3 +0.7
IDEV iShares Core MSCI International Developed Markets ETF 1.1 4 61 6.6 +1.1
GXC SPDR S & P China ETF 1.1 59 6 16.1 +10.6
SCHF Schwab International Equity ETF 1.1 6 59 6.8 +1.2
FCA First Trust China AlphaDEX Fund 1.1 80 -15 9.6 +4.0
IQLT iShares MSCI Intl Quality Factor ETF 1.1 30 35 6.1 +0.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.1 30 35 6.7 +1.1
AVDV Avantis International Small Cap Value ETF 1.1 36 29 8.7 +3.1
GSID Goldman Sachs MarketBeta International Equity ETF 1.1 20 45 6.5 +0.9
DWM WisdomTree International Equity Fund 1.1 48 17 6.9 +1.4
EFA iShares MSCI EAFE ETF 1.1 35 30 6.4 +0.8
VEA Vanguard FTSE Developed Markets ETF 1.1 3 62 6.8 +1.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.1 40 25 7.0 +1.4
STXI Strive International Developed Markets ETF 1.1 29 36 6.3 +0.7
ICPY Tweedy, Browne International Insider Value ETF 1.1 80 -15 11.4 +5.9
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.1 35 30 6.2 +0.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.1 20 45 6.1 +0.5
JPIN J.P. Morgan Diversified Return International Equity ETF 1.1 37 28 7.8 +2.2
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 3 62 6.7 +1.1
ACWX iShares MSCI ACWI ex U.S. ETF 1.0 34 31 7.3 +1.7
JHMD John Hancock Multifactor Developed International ETF 1.0 39 26 7.1 +1.6
EMM Global X Emerging Markets ex-China ETF 1.0 75 -10 6.8 +1.2
DFIC Dimensional International Core Equity 2 ETF 1.0 23 42 7.1 +1.5
IEFA iShares Core MSCI EAFE ETF 1.0 7 58 6.7 +1.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 5 4.8 -0.7
DIHP Dimensional International High Profitability ETF 1.0 29 36 6.5 +1.0
PTL Inspire 500 ETF 1.0 9 56 5.3 -0.3
LIVR Intelligent Livermore ETF 1.0 69 -4 3.5 -2.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.0 41 24 7.1 +1.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.0 12 53 5.7 +0.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.0 65 0 4.9 -0.7
EMC Global X Emerging Markets Great Consumer ETF 1.0 75 -10 8.7 +3.1
MCH Matthews China Active ETF 1.0 79 -14 14.2 +8.6
JIVE JPMorgan International Value ETF 1.0 55 10 10.7 +5.1
AVIE Avantis  Inflation Focused Equity ETF 1.0 25 40 7.1 +1.5
IXUS iShares Core MSCI Total International Stock ETF 1.0 7 58 7.5 +1.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 1.0 18 47 7.3 +1.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 5 5.9 +0.3
AVDS Avantis International Small Cap Equity ETF 0.9 30 35 6.7 +1.1
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.9 65 0 4.6 -1.0
IFRA iShares U.S. Infrastructure ETF 0.9 30 35 6.4 +0.8
DFAI Dimensional International Core Equity Market ETF 0.9 18 47 6.7 +1.2
INTF iShares International Equity Factor ETF 0.9 15 50 7.3 +1.7
CWI SPDR MSCI ACWI ex-US ETF 0.9 30 35 7.3 +1.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.9 4 61 7.6 +2.1
ABFL Abacus FCF Leaders ETF 0.9 59 6 4.9 -0.7
FLCA Franklin FTSE Canada ETF 0.9 9 56 6.2 +0.6
PEXL Pacer US Export Leaders ETF 0.9 60 5 4.5 -1.0
FLCH Franklin FTSE China ETF 0.9 19 46 15.7 +10.1
SPHB Invesco S&P 500 High Beta ETF 0.9 25 40 4.7 -0.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.9 30 35 7.4 +1.9
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 33 6.4 +0.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.8 39 26 7.5 +1.9
RFDI First Trust Riverfront Dynamic Developed International ETF 0.8 83 -18 8.9 +3.3
PRAY FIS Christian Stock Fund 0.8 69 -4 5.1 -0.5
PXH Invesco FTSE RAFI Emerging Markets ETF 0.8 49 16 14.9 +9.3
GOEX Global X Gold Explorers ETF 0.8 65 0 2.4 -3.2
RFFC ALPS Active Equity Opportunity ETF 0.8 48 17 4.4 -1.1
AVEM Avantis Emerging Markets Equity ETF 0.8 33 32 8.2 +2.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.8 8 57 7.1 +1.5
VXUS Vanguard Total International Stock ETF 0.8 5 60 7.6 +2.0
ISCF iShares International SmallCap Equity Factor ETF 0.8 23 42 8.1 +2.5
BKF iShares MSCI BIC ETF 0.8 69 -4 13.1 +7.5
COPY Tweedy, Browne Insider + Value ETF 0.8 80 -15 11.6 +6.1
GINX SGI Enhanced Global Income ETF 0.8 98 -33 7.9 +2.4
CGDV Capital Group Dividend Value ETF 0.8 33 32 4.6 -1.0
AVDE Avantis International Equity ETF 0.8 23 42 7.0 +1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.7 65 0 8.0 +2.4
WCEO Hypatia Women CEO ETF 0.7 85 -20 3.2 -2.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 59 4.2 -1.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 47 7.8 +2.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.7 38 27 8.7 +3.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.7 50 15 10.3 +4.7
SCHC Schwab International Small-Cap Equity ETF 0.7 11 54 7.3 +1.7
DFLV Dimensional US Large Cap Value ETF 0.7 22 43 7.5 +1.9
SGLC SGI U.S. Large Cap Core ETF 0.7 85 -20 4.1 -1.5
RODE Hartford Multifactor Diversified International ETF 0.7 29 36 10.3 +4.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.7 25 40 6.9 +1.3
AVSD Avantis Responsible International Equity ETF 0.7 23 42 5.1 -0.5
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.7 80 -15 9.4 +3.8
DEW WisdomTree Global High Dividend Fund 0.7 58 7 8.2 +2.6
SPEM SPDR Portfolio Emerging Markets ETF 0.7 7 58 10.5 +4.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 27 4.5 -1.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.7 49 16 9.5 +3.9
AVES Avantis Emerging Markets Value ETF 0.6 36 29 10.6 +5.0
DGT State Street SPDR Global Dow ETF 0.6 50 15 6.6 +1.0
GMF SPDR S&P Emerging Asia Pacific ETF 0.6 49 16 9.5 +3.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -15 10.7 +5.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 45 5.3 -0.2
VGK Vanguard FTSE Europe ETF 0.6 6 59 7.2 +1.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.6 30 35 9.6 +4.1
DFIS Dimensional International Small Cap ETF 0.6 39 26 7.0 +1.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 26 6.4 +0.8
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 23 9.3 +3.7
GEW Cambria Global EW ETF 0.6 29 36 5.9 +0.3
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.6 39 26 15.5 +9.9
GWX SPDR S&P International Small Cap ETF 0.6 40 25 6.5 +0.9
FLHK Franklin FTSE Hong Kong ETF 0.6 9 56 4.3 -1.3
FLEE Franklin FTSE Europe ETF 0.6 9 56 7.0 +1.4
EEM iShares MSCI Emerging Markets ETF 0.6 69 -4 9.5 +3.9
SPEU SPDR Portfolio Europe ETF 0.6 7 58 7.1 +1.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.6 34 31 5.8 +0.2
IEV iShares Europe ETF 0.6 67 -2 6.6 +1.0
IEUR iShares Core MSCI Europe ETF 0.6 11 54 7.1 +1.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -6 -1.4 -7.0
BFOR ALPS Barron's 400 ETF 0.6 65 0 5.9 +0.3
KALL KraneShares MSCI All China Index ETF 0.6 49 16 13.4 +7.8
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 55 5.6 -0.0
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 56 7.0 +1.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 16 6.8 +1.2
FKU First Trust United Kingdom AlphaDEX Fund 0.5 80 -15 7.6 +2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 23 5.2 -0.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 19 6.5 +0.9
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 45 7.1 +1.5
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 61 6.3 +0.7
IEMG iShares Core MSCI Emerging Markets ETF 0.5 9 56 9.8 +4.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -1 9.1 +3.5
TEMP JPMorgan Climate Change Solutions ETF 0.5 49 16 5.8 +0.2
TPIF Timothy Plan International ETF 0.5 62 3 6.0 +0.4
ECON Columbia Emerging Markets Consumer ETF 0.5 49 16 11.6 +6.0
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 50 6.8 +1.2
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 30 8.7 +3.1
DWMF WisdomTree International Multifactor Fund 0.5 38 27 7.0 +1.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 45 6.4 +0.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 7 9.4 +3.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 56 5.1 -0.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.5 41 24 8.2 +2.6
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 7 7.1 +1.6
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.4 58 7 7.2 +1.6
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 35 5.7 +0.1
ACWI iShares MSCI ACWI ETF 0.4 32 33 5.3 -0.3
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.4 70 -5 8.5 +2.9
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 41 6.1 +0.6
TOK iShares MSCI Kokusai ETF 0.4 26 39 4.9 -0.7
VSGX Vanguard ESG International Stock ETF 0.4 10 55 7.5 +1.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 25 6.8 +1.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 41 7.3 +1.8
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 29 4.9 -0.7
URTH iShares MSCI World ETF 0.4 24 41 4.9 -0.7
DFUV Dimensional US Marketwide Value ETF 0.4 22 43 7.4 +1.8
VT Vanguard Total World Stock ETF 0.4 6 59 5.7 +0.1
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.4 35 30 12.7 +7.1
CIL VictoryShares International Volatility Wtd ETF 0.4 45 20 6.4 +0.8
QINT American Century Quality Diversified International ETF 0.4 39 26 6.8 +1.2
DFEV Dimensional Emerging Markets Value ETF 0.4 43 22 11.8 +6.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 53 5.4 -0.2
VFVA Vanguard U.S. Value Factor ETF 0.4 13 52 10.5 +5.0
CGGO Capital Group Global Growth Equity ETF 0.4 47 18 4.4 -1.2
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 45 5.6 +0.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.4 30 35 8.5 +2.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 36 7.4 +1.9
XCNY SPDR S&P Emerging Markets ex-China ETF 0.4 15 50 7.2 +1.6
IOO iShares Global 100 ETF 0.4 41 24 4.6 -1.0
EEMA iShares MSCI Emerging Markets Asia ETF 0.4 49 16 9.3 +3.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.4 24 41 7.1 +1.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 40 7.1 +1.5
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 23 7.3 +1.7
IWX iShares Russell Top 200 Value ETF 0.4 20 45 6.0 +0.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 46 8.5 +2.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 32 9.4 +3.8
VWO Vanguard FTSE Emerging Markets ETF 0.3 7 58 10.2 +4.7
FSST Fidelity Sustainable U.S. Equity ETF 0.3 59 6 4.3 -1.3
VFMF Vanguard U.S. Multifactor ETF 0.3 18 47 7.7 +2.2
MGV Vanguard Mega Cap Value ETF 0.3 7 58 6.5 +0.9
EWJV iShares MSCI Japan Value ETF 0.3 15 50 7.8 +2.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 26 5.7 +0.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.3 9 56 8.9 +3.3
DFVX Dimensional US Large Cap Vector ETF 0.3 22 43 6.2 +0.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.3 36 29 9.2 +3.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 54 9.3 +3.7
FVAL Fidelity Value Factor ETF 0.3 15 50 6.7 +1.2
FDEV Fidelity International Multifactor ETF 0.3 18 47 7.4 +1.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 51 5.9 +0.3
SFYX SoFi Next 500 ETF 0.3 0 65 5.9 +0.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 59 8.2 +2.6
OEI Optimized Equity Income ETF 0.3 75 -10 3.8 -1.7
FQAL Fidelity Quality Factor ETF 0.3 15 50 5.8 +0.2
SSPY Syntax Stratified LargeCap ETF 0.3 30 35 6.7 +1.2
STXV Strive 1000 Value ETF 0.3 18 47 8.1 +2.6
SCHE Schwab Emerging Markets Equity ETF 0.3 11 54 10.6 +5.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.3 65 0 6.4 +0.8
ROAM Hartford Multifactor Emerging Markets ETF 0.3 44 21 11.3 +5.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 40 6.9 +1.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 4 5.7 +0.1
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.3 15 50 9.6 +4.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 50 7.5 +1.9
FENI Fidelity Enhanced International ETF 0.3 28 37 6.2 +0.6
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 16 5.9 +0.3
IWC iShares Micro-Cap ETF 0.3 60 5 -1.3 -6.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 40 7.6 +2.0
INEQ Columbia International Equity Income ETF 0.3 45 20 7.5 +2.0
IQSI IQ Candriam International Equity ETF 0.3 15 50 6.2 +0.6
SCJ iShares MSCI Japan Small-Cap ETF 0.3 50 15 6.4 +0.8
GVLU Gotham 1000 Value ETF 0.3 50 15 9.0 +3.4
VTV Vanguard Value ETF 0.3 4 61 6.8 +1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.3 9 56 4.8 -0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 53 6.5 +0.9
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 7 8.4 +2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 5.5 -0.1
AVIV Avantis International Large Cap Value ETF 0.3 25 40 8.2 +2.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.3 9 56 6.2 +0.6
RVRB Reverb ETF 0.2 30 35 4.5 -1.1
IWD iShares Russell 1000 Value ETF 0.2 19 46 6.4 +0.8
VONV Vanguard Russell 1000 Value ETF 0.2 7 58 6.5 +0.9
KLMN Invesco MSCI North America Climate ETF 0.2 9 56 5.0 -0.6
KSA iShares MSCI Saudi Arabia ETF 0.2 74 -9 0.0 -5.6
STXE Strive Emerging Markets Ex-China ETF 0.2 32 33 7.5 +1.9
GLOF iShares Global Equity Factor ETF 0.2 20 45 6.6 +1.1
IVE iShares S&P 500 Value ETF 0.2 18 47 6.1 +0.5
VOOV Vanguard S&P 500 Value ETF 0.2 7 58 6.2 +0.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.2 4 61 6.2 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 13 5.7 +0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 7 5.7 +0.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 6 8.5 +2.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 20 9.7 +4.1
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 61 6.7 +1.1
IUSV iShares Core S&P US Value ETF 0.2 4 61 6.4 +0.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 53 4.6 -1.0
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 53 5.9 +0.4
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 56 5.7 +0.1
EWUS iShares MSCI United Kingdom Small Cap ETF 0.2 59 6 7.7 +2.2
SFTY Horizon Managed Risk ETF 0.2 77 -12 4.1 -1.5
STOX Horizon Core Equity ETF 0.2 70 -5 4.2 -1.4
YNOT Horizon Digital Frontier ETF 0.2 75 -10 3.1 -2.5
DIM WisdomTree International MidCap Dividend Fund 0.2 58 7 7.2 +1.6
ACVF American Conservative Values ETF 0.2 75 -10 4.3 -1.3
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 17 6.1 +0.5
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 50 7.7 +2.2
AVUS Avantis U.S. Equity ETF 0.2 15 50 5.7 +0.1
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 40 9.8 +4.2
EFG iShares MSCI EAFE Growth ETF 0.2 36 29 4.1 -1.5
VIDI Vident International Equity Strategy ETF 0.2 61 4 10.3 +4.7
LDEM iShares ESG MSCI EM Leaders ETF 0.2 17 48 12.8 +7.3
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 45 6.1 +0.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 6 5.8 +0.2
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 56 6.3 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 4.7 -0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 30 5.1 -0.4
DXUV Dimensional US Vector Equity ETF 0.2 28 37 6.0 +0.5
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 55 5.0 -0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.1 -0.5
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 52 6.1 +0.6
JADE JPMorgan Active Developing Markets Equity ETF 0.2 65 0 7.7 +2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.2 12 53 4.9 -0.7
JHML John Hancock Multifactor Large Cap ETF 0.2 29 36 5.3 -0.3
FLJP Franklin FTSE Japan ETF 0.2 9 56 5.7 +0.1
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 40 10.9 +5.3
SIZE iShares MSCI USA Size Factor ETF 0.2 15 50 6.2 +0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 20 4.4 -1.2
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 6 8.8 +3.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 45 5.3 -0.3
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 32 7.9 +2.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 45 5.0 -0.6
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 56 5.5 -0.1
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 46 6.0 +0.4
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 18 5.6 +0.0
EWJ iShares MSCI Japan ETF 0.2 50 15 5.5 -0.1
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 7 7.9 +2.4
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 49 7.9 +2.3
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 45 6.7 +1.1
IUS Invesco RAFI Strategic US ETF 0.2 19 46 6.8 +1.2
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 23 4.6 -1.0
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 5.3 -0.3
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 35 5.2 -0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 65 4.9 -0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 58 4.8 -0.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 40 7.2 +1.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 40 7.2 +1.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 48 5.4 -0.1
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 30 6.1 +0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 25 6.0 +0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 63 4.9 -0.7
VOTE TCW Transform 500 ETF 0.2 5 60 4.9 -0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 54 4.9 -0.7
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 0 4.1 -1.5
DAK Dakota Active Equity ETF 0.1 43 22 4.4 -1.2
IWL iShares Russell Top 200 ETF 0.1 15 50 4.5 -1.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 56 4.8 -0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 55 5.2 -0.4
DCOR Dimensional US Core Equity 1 ETF 0.1 14 51 5.3 -0.3
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 56 4.8 -0.8
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 26 6.7 +1.1
DFAU Dimensional US Core Equity Market ETF 0.1 12 53 5.0 -0.6
ILCG iShares Morningstar Growth ETF 0.1 4 61 3.7 -1.9
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 47 5.1 -0.5
RAUS RACWI US ETF 0.1 15 50 4.9 -0.7
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 62 4.8 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 56 4.6 -0.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 53 7.3 +1.7
TOPC iShares S&P 500 3% Capped ETF 0.1 15 50 5.0 -0.6
MGC Vanguard Mega Cap ETF 0.1 7 58 4.6 -1.0
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -10 8.4 +2.8
RWL Invesco S&P 500 Revenue ETF 0.1 39 26 6.8 +1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 33 5.0 -0.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 56 4.8 -0.8
GXLC Global X U.S. 500 ETF 0.1 2 63 4.8 -0.8
DFUS Dimensional U.S. Equity ETF 0.1 9 56 4.8 -0.8
IWB iShares Russell 1000 ETF 0.1 15 50 4.8 -0.8
VONE Vanguard Russell 1000 ETF 0.1 7 58 4.9 -0.7
XVV iShares ESG Screened S&P 500 ETF 0.1 8 57 4.7 -0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.1 64 1 1.2 -4.4
IWV iShares Russell 3000 ETF 0.1 20 45 4.7 -0.9
VTHR Vanguard Russell 3000 ETF 0.1 7 58 4.8 -0.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 54 5.1 -0.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 50 5.3 -0.2
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 17 6.6 +1.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 45 4.6 -1.0
VV Vanguard Large-Cap ETF 0.1 4 61 4.8 -0.8
ILCV iShares Morningstar Value ETF 0.1 4 61 6.3 +0.7
IVV iShares Core S&P 500 ETF 0.1 3 62 4.9 -0.7
VOO Vanguard S&P 500 ETF 0.1 3 62 4.9 -0.7
SPY SPDR S&P 500 ETF 0.1 9 56 4.8 -0.8
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 63 4.9 -0.7
STRV Strive 500 ETF 0.1 5 60 4.8 -0.8
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 36 4.6 -1.0
CHRI Global X S&P 500 Christian Values ETF 0.1 29 36 4.6 -1.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 62 5.0 -0.6
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 32 7.9 +2.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 40 5.4 -0.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 62 4.9 -0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 47 4.6 -1.0
VTI Vanguard Total Stock Market ETF 0.1 3 62 4.8 -0.8
PBUS Invesco MSCI USA ETF 0.1 4 61 4.8 -0.7
SCHK Schwab 1000 Index ETF 0.1 5 60 4.9 -0.7
IYY iShares Dow Jones U.S. ETF 0.1 20 45 4.7 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 62 4.8 -0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -2 9.9 +4.3
SFY SoFi Select 500 ETF 0.1 0 65 4.4 -1.1
SCHB Schwab U.S. Broad Market ETF 0.1 3 62 4.9 -0.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 45 6.8 +1.2
SPXM Azoria 500 Meritocracy ETF 0.1 47 18 4.5 -1.1
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 12 7.2 +1.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 0 7.9 +2.3
IWO iShares Russell 2000 Growth ETF 0.1 24 41 0.8 -4.8
GDXJ VanEck Junior Gold Miners ETF 0.1 52 13 3.5 -2.1
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 55 0.9 -4.7
AFLG First Trust Active Factor Large Cap ETF 0.1 55 10 6.3 +0.7
AVUQ Avantis U.S. Quality ETF 0.1 15 50 4.4 -1.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 20 6.8 +1.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 50 5.7 +0.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 40 6.3 +0.7
APUE ActivePassive U.S. Equity ETF 0.1 45 20 4.6 -1.0
VYM Vanguard High Dividend Yield Index ETF 0.1 6 59 7.0 +1.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 56 3.9 -1.7
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.2 +0.6
HLAL Wahed FTSE USA Shariah ETF 0.0 50 15 4.6 -1.0
IWM iShares Russell 2000 ETF 0.0 19 46 3.5 -2.1
VTWO Vanguard Russell 2000 ETF 0.0 7 58 3.6 -2.0
EBI Longview Advantage ETF 0.0 35 30 6.7 +1.1
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 48 6.9 +1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 56 5.3 -0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 46 6.2 +0.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 53 4.6 -1.0
RSSL Global X Russell 2000 ETF 0.0 8 57 3.5 -2.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 70 -5 7.5 +1.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.0 6 59 2.9 -2.7
GSPY Gotham Enhanced 500 ETF 0.0 50 15 5.1 -0.5
JGRO JPMorgan Active Growth ETF 0.0 44 21 3.5 -2.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 50 4.6 -1.0
STXG Strive 1000 Growth ETF 0.0 18 47 3.8 -1.8
DIVB iShares Core Dividend ETF 0.0 5 60 8.2 +2.6
ISCB iShares Morningstar Small-Cap ETF 0.0 4 61 5.7 +0.1
SFGV Sequoia Global Value ETF 0.0 23 42 8.2 +2.6
VXF Vanguard Extended Market ETF 0.0 5 60 4.4 -1.2
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 47 5.2 -0.3
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 59 8.4 +2.8
DFAS Dimensional U.S. Small Cap ETF 0.0 26 39 6.6 +1.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 36 4.7 -0.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 53 3.9 -1.6
IWN iShares Russell 2000 Value ETF 0.0 24 41 6.3 +0.7
VTWV Vanguard Russell 2000 Value ETF 0.0 10 55 6.4 +0.8
QDF FlexShares Quality Dividend Index Fund 0.0 37 28 6.3 +0.7
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -25 3.8 -1.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 36 6.4 +0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 0.0 37 28 6.2 +0.6

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Global X Copper Miners ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.2 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 5.6 %
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.