Global X Copper Miners ETF
ALTAR
Score™		 6.0% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 22.5x P/Sales
ratio		 1.1x
P/BV
ratio		 1.7x Div.
yield		 1.6%


  • 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) $3,190
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) $24,067
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 October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
62.7% 44.1% 26.1% 17.2% 4.3%

Market Correlations
versus... Beta R-squared
S&P500 1.29 27%
MSCI EAFE 1.17 29%
MSCI Emg. Mkts. 1.08 28%

Technical Indicators
Recent close $58.39
30d moving avg. $61.53
Annualized volatility 32.3%
Short interest (ETF) 5.3%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 2,087
Turnover 3.8%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $751

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 505 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™: 6.0%


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 64.6 35 30 4.7 -1.3
ICOP iShares Copper and Metals Mining ETF 50.6 47 18 8.2 +2.2
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 37.3 85 -20 6.1 +0.1
GMET VanEck Green Metals ETF 36.9 63 2 8.0 +2.0
BATT Amplify Lithium & Battery Technology ETF 25.4 59 6 3.0 -3.0
PICK iShares MSCI Global Metals & Mining Producers ETF 25.3 39 26 11.3 +5.3
DMAT Global X Disruptive Materials ETF 22.9 59 6 7.3 +1.3
EV Mast Global Battery Recycling & Production ETF 18.6 65 0 6.8 +0.8
SETM Sprott Energy Transition Materials ETF 15.0 65 0 2.1 -3.9
AGMI Themes Silver Miners ETF 13.7 35 30 4.6 -1.4
ION ProShares S&P Global Core Battery Metals ETF 12.6 58 7 7.4 +1.5
MXI iShares Global Materials ETF 11.8 41 24 7.4 +1.4
CCNR ALPS CoreCommodity Natural Resources ETF 11.6 39 26 9.5 +3.5
GNR SPDR S&P Global Natural Resources ETF 11.1 40 25 10.6 +4.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 10.2 46 19 9.7 +3.7
FTRI First Trust Indxx Global Natural Resources Income ETF 9.4 70 -5 7.9 +1.9
COPJ Sprott Junior Copper Miners ETF 8.6 75 -10 -0.7 -6.7
EPU iShares MSCI Peru and Global Exposure ETF 7.3 59 6 6.2 +0.2
CGXU Capital Group International Focus Equity ETF 7.2 54 11 5.6 -0.3
IYM iShares U.S. Basic Materials ETF 6.5 40 25 6.3 +0.3
SILJ ETFMG Prime Junior Silver Miners ETF 6.4 69 -4 1.5 -4.5
AFK VanEck Africa Index ETF 6.0 98 -33 15.0 +9.0
NANR SPDR S&P North American Natural Resources ETF 5.3 35 30 8.2 +2.2
CCSO Carbon Collective Climate Solutions US Equity ETF 5.1 35 30 1.3 -4.7
EPOL iShares MSCI Poland ETF 5.0 59 6 11.3 +5.4
XME State Street SPDR S&P Metals & Mining ETF 4.9 35 30 7.4 +1.4
FMAT Fidelity MSCI Materials Index ETF 4.9 8 57 6.5 +0.5
XLB The Materials Select Sector SPDR Fund 4.7 8 57 6.6 +0.7
RING iShares MSCI Global Gold Miners ETF 4.7 39 26 4.1 -1.9
FXZ First Trust Materials AlphaDEX Fund 4.7 61 4 10.0 +4.0
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 4.6 19 46 5.6 -0.4
FLAU Franklin FTSE Australia ETF 4.6 9 56 6.4 +0.4
DVYA iShares Asia/Pacific Dividend ETF 4.6 49 16 7.5 +1.5
EPP iShares MSCI Pacific ex-Japan ETF 4.6 47 18 5.4 -0.6
EWA iShares MSCI Australia ETF 4.6 50 15 6.1 +0.1
VAW Vanguard Materials ETF 4.5 9 56 6.6 +0.6
FTWO Strive FAANG 2.0 ETF 4.5 49 16 4.6 -1.4
ECNS iShares MSCI China Small-Cap ETF 4.3 59 6 9.4 +3.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 3.9 65 0 10.4 +4.4
SCHY Schwab International Dividend Equity ETF 3.6 14 51 9.4 +3.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 25 8.1 +2.1
JCHI JPMorgan Active China ETF 3.4 65 0 14.7 +8.7
HAP VanEck Natural Resources ETF 3.2 50 15 9.1 +3.1
OTGL OTG Latin America ETF 3.2 269 -204 8.6 +2.6
AFOS ARS Focused Opportunities Strategy ETF 3.2 45 20 3.3 -2.7
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 3.1 90 -25 5.0 -1.0
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 3.1 60 5 3.3 -2.7
FGM First Trust Germany AlphaDEX Fund 2.9 80 -15 7.1 +1.1
FEM First Trust Emerging Markets AlphaDEX Fund 2.7 80 -15 11.7 +5.7
DINT Davis Select International ETF 2.7 55 10 8.0 +2.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.7 45 20 1.4 -4.6
IDV iShares International Select Dividend ETF 2.6 51 14 10.2 +4.2
PPIE Putnam PanAgora ESG International Equity ETF 2.6 49 16 7.2 +1.3
IDHQ Invesco S&P International Developed High Quality ETF 2.6 29 36 6.5 +0.5
ICAP InfraCap Equity Income Fund ETF 2.5 171 -106 4.9 -1.1
KNO AXS Knowledge Leaders ETF 2.5 78 -13 5.9 -0.1
IQDF FlexShares International Quality Dividend Index Fund 2.5 47 18 8.6 +2.6
IVRA Invesco Real Assets ESG ETF 2.5 59 6 6.5 +0.5
OBOR KraneShares MSCI One Belt One Road Index ETF 2.4 79 -14 8.1 +2.1
FNDF Schwab Fundamental International Large Co. Index ETF 2.3 25 40 9.2 +3.2
TTAI FCF International Quality ETF 2.3 59 6 7.3 +1.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.3 85 -20 3.8 -2.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.3 47 18 8.0 +2.0
UEVM VictoryShares Emerging Markets Value Momentum ETF 2.3 45 20 10.3 +4.3
FIVA Fidelity International Value Factor ETF 2.2 18 47 9.4 +3.4
FEP First Trust Europe AlphaDEX Fund 2.2 80 -15 8.3 +2.3
BBCA JPMorgan BetaBuilders Canada ETF 2.1 19 46 6.3 +0.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.1 42 23 6.5 +0.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.0 45 20 8.5 +2.6
EWU iShares MSCI United Kingdom ETF 2.0 50 15 8.0 +2.0
FCA First Trust China AlphaDEX Fund 2.0 80 -15 9.2 +3.2
FXI iShares China Large-Cap ETF 2.0 74 -9 17.0 +11.0
FLGB Franklin FTSE United Kingdom ETF 2.0 9 56 7.4 +1.4
URA Global X Uranium ETF 2.0 69 -4 1.5 -4.5
EWC iShares MSCI Canada ETF 2.0 50 15 6.1 +0.1
EFV iShares MSCI EAFE Value ETF 2.0 34 31 8.7 +2.7
LVHI Franklin International Low Volatility High Dividend Index ET 2.0 40 25 9.6 +3.6
IGE iShares North American Natural Resources ETF 2.0 41 24 7.6 +1.6
GCOW Pacer Global Cash Cows Dividend ETF 1.9 60 5 10.4 +4.4
ILF iShares Latin America 40 ETF 1.9 48 17 11.9 +6.0
FDEM Fidelity Emerging Markets Multifactor ETF 1.9 25 40 12.2 +6.2
DWLD Davis Select Worldwide ETF 1.9 63 2 7.5 +1.5
IDOG ALPS International Sector Dividend Dogs ETF 1.9 50 15 11.6 +5.6
FICS First Trust International Developed Capital Strength ETF 1.9 70 -5 7.4 +1.4
BIBL Inspire 100 ETF 1.8 35 30 5.4 -0.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.8 60 5 8.2 +2.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.8 58 7 6.5 +0.5
IPAC iShares Core MSCI Pacific ETF 1.8 9 56 6.2 +0.2
EWD iShares MSCI Sweden ETF 1.8 54 11 5.5 -0.5
IQDG WisdomTree International Quality Dividend Growth Fund 1.8 42 23 6.7 +0.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.7 65 0 0.2 -5.8
FPAG FPA Global Equity ETF 1.7 49 16 5.9 -0.1
DIVI Franklin International Core Dividend Tilt Index ETF 1.7 9 56 7.8 +1.8
AKAF The Frontier Economic Fund 1.7 20 45 6.6 +0.6
SAGP Strategas Global Policy Opportunities ETF 1.7 65 0 5.6 -0.4
HAPY Harbor Human Capital Factor Unconstrained ETF 1.7 50 15 5.8 -0.2
DTH WisdomTree International High Dividend Fund 1.6 58 7 8.1 +2.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.6 80 -15 8.8 +2.8
AGQI First Trust Active Global Quality Income ETF 1.6 85 -20 4.6 -1.4
BRAZ Global X Brazil Active ETF 1.6 75 -10 11.9 +5.9
ECML Euclidean Fundamental Value ETF 1.6 95 -30 10.9 +4.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.6 60 5 5.8 -0.2
UMMA Wahed Dow Jones Islamic World ETF 1.6 65 0 5.0 -1.0
ABLD Abacus FCF Real Assets Leaders ETF 1.5 69 -4 6.8 +0.8
VPL Vanguard FTSE Pacific ETF 1.5 7 58 6.5 +0.5
IVLU iShares MSCI Intl Value Factor ETF 1.5 30 35 9.8 +3.8
DOL WisdomTree International LargeCap Dividend Fund 1.5 48 17 7.0 +1.0
SLVP iShares MSCI Global Silver Miners ETF 1.5 39 26 5.6 -0.4
CRTC Xtrackers US National Critical Technologies ETF 1.5 35 30 4.9 -1.1
OAIM OneAscent International Equity ETF 1.5 95 -30 5.6 -0.4
FTHF First Trust Emerging Markets Human Flourishing ETF 1.5 75 -10 9.4 +3.5
DEHP Dimensional Emerging Markets High Profitability ETF 1.4 41 24 6.5 +0.5
IQLT iShares MSCI Intl Quality Factor ETF 1.4 30 35 6.3 +0.3
SWP SWP Growth & Income ETF 1.4 99 -34 4.2 -1.7
NUDM Nuveen ESG International Developed Markets Equity ETF 1.4 31 34 6.1 +0.1
YLDE ClearBridge Dividend Strategy ESG ETF 1.3 60 5 5.8 -0.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.3 12 53 6.0 -0.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.3 30 35 6.9 +0.9
VYMI Vanguard International High Dividend Yield ETF 1.3 17 48 9.2 +3.2
ESGD iShares ESG Aware MSCI EAFE ETF 1.3 20 45 6.6 +0.6
VWID Virtus WMC International Dividend ETF 1.3 49 16 8.1 +2.1
DXIV Dimensional International Vector Equity ETF 1.2 34 31 7.7 +1.7
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.2 58 7 6.7 +0.7
JIRE JPMorgan International Research Enhanced Equity ETF 1.2 24 41 7.0 +1.0
BKIE BNY Mellon International Equity ETF 1.2 4 61 6.8 +0.8
GVAL Cambria Global Value ETF 1.2 68 -3 10.7 +4.7
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.2 20 45 9.9 +4.0
HFXI IQ FTSE International Equity Currency Neutral ETF 1.2 20 45 6.7 +0.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.2 49 16 5.1 -0.9
DUSA Davis Select U.S. Equity ETF 1.2 61 4 7.7 +1.7
BLES Inspire Global Hope ETF 1.2 61 4 7.0 +1.0
WWJD Inspire International ETF 1.2 80 -15 7.2 +1.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.2 36 29 6.4 +0.4
DISV Dimensional International Small Cap Value ETF 1.1 42 23 9.1 +3.1
GXC SPDR S & P China ETF 1.1 59 6 16.0 +10.1
AVDV Avantis International Small Cap Value ETF 1.1 36 29 9.1 +3.1
GSID Goldman Sachs MarketBeta International Equity ETF 1.1 20 45 6.6 +0.7
DWM WisdomTree International Equity Fund 1.1 48 17 7.2 +1.2
FEUZ First Trust Eurozone AlphaDEX ETF 1.1 80 -15 7.9 +1.9
DFIV Dimensional International Value ETF 1.1 27 38 9.1 +3.1
IDEV iShares Core MSCI International Developed Markets ETF 1.1 4 61 6.8 +0.9
SCHF Schwab International Equity ETF 1.1 6 59 7.0 +1.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.1 40 25 7.2 +1.2
EFA iShares MSCI EAFE ETF 1.1 35 30 6.5 +0.6
VEA Vanguard FTSE Developed Markets ETF 1.1 3 62 7.0 +1.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.1 35 30 6.4 +0.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.1 20 45 6.2 +0.3
STXI Strive International Developed Markets ETF 1.1 29 36 6.5 +0.5
JPIN J.P. Morgan Diversified Return International Equity ETF 1.1 37 28 8.0 +2.0
DIHP Dimensional International High Profitability ETF 1.1 29 36 6.8 +0.8
MCHI iShares MSCI China ETF 1.0 59 6 17.0 +11.0
JHMD John Hancock Multifactor Developed International ETF 1.0 39 26 7.3 +1.4
EMM Global X Emerging Markets ex-China ETF 1.0 75 -10 7.3 +1.3
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 3 62 6.8 +0.8
ICPY Tweedy, Browne International Insider Value ETF 1.0 80 -15 0.0 -6.0
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 5 5.0 -1.0
PTL Inspire 500 ETF 1.0 9 56 5.6 -0.4
LIVR Intelligent Livermore ETF 1.0 69 -4 3.6 -2.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.0 41 24 7.2 +1.2
IEFA iShares Core MSCI EAFE ETF 1.0 7 58 6.9 +0.9
DFIC Dimensional International Core Equity 2 ETF 1.0 23 42 7.2 +1.3
EMC Global X Emerging Markets Great Consumer ETF 1.0 75 -10 7.6 +1.7
MCH Matthews China Active ETF 1.0 79 -14 14.3 +8.3
ACWX iShares MSCI ACWI ex U.S. ETF 1.0 34 31 7.5 +1.5
JIVE JPMorgan International Value ETF 1.0 55 10 11.0 +5.1
AVIE Avantis  Inflation Focused Equity ETF 1.0 25 40 7.2 +1.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 1.0 18 47 7.4 +1.4
AVDS Avantis International Small Cap Equity ETF 0.9 30 35 7.1 +1.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.9 65 0 5.0 -1.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.9 65 0 4.8 -1.2
FLCA Franklin FTSE Canada ETF 0.9 9 56 6.5 +0.5
INTF iShares International Equity Factor ETF 0.9 15 50 7.5 +1.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 5 7.9 +2.0
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 58 7.7 +1.7
FLCH Franklin FTSE China ETF 0.9 19 46 15.7 +9.7
DFAI Dimensional International Core Equity Market ETF 0.9 18 47 6.9 +1.0
SPHB Invesco S&P 500 High Beta ETF 0.9 25 40 5.4 -0.6
CWI SPDR MSCI ACWI ex-US ETF 0.9 30 35 7.5 +1.5
PEXL Pacer US Export Leaders ETF 0.9 60 5 4.9 -1.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.9 4 61 7.8 +1.9
ABFL Abacus FCF Leaders ETF 0.9 59 6 5.2 -0.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 33 6.5 +0.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.8 30 35 7.7 +1.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.8 39 26 7.8 +1.8
RFDI First Trust Riverfront Dynamic Developed International ETF 0.8 83 -18 9.1 +3.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.8 49 16 15.0 +9.1
GOEX Global X Gold Explorers ETF 0.8 65 0 3.0 -2.9
IFRA iShares U.S. Infrastructure ETF 0.8 30 35 6.6 +0.6
AVEM Avantis Emerging Markets Equity ETF 0.8 33 32 8.4 +2.4
PRAY FIS Christian Stock Fund 0.8 69 -4 5.3 -0.7
CGDV Capital Group Dividend Value ETF 0.8 33 32 4.7 -1.3
RFFC ALPS Active Equity Opportunity ETF 0.8 48 17 4.5 -1.4
AVDE Avantis International Equity ETF 0.8 23 42 7.2 +1.2
VXUS Vanguard Total International Stock ETF 0.7 5 60 7.8 +1.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 8 57 7.4 +1.4
ISCF iShares International SmallCap Equity Factor ETF 0.7 23 42 8.3 +2.3
WCEO Hypatia Women CEO ETF 0.7 85 -20 3.2 -2.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.7 65 0 8.3 +2.3
GINX SGI Enhanced Global Income ETF 0.7 98 -33 8.1 +2.1
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -15 12.1 +6.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 47 7.9 +1.9
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.7 50 15 10.4 +4.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 59 4.3 -1.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.7 38 27 8.7 +2.7
SGLC SGI U.S. Large Cap Core ETF 0.7 85 -20 4.3 -1.7
RODE Hartford Multifactor Diversified International ETF 0.7 29 36 10.3 +4.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.7 25 40 7.0 +1.0
AVSD Avantis Responsible International Equity ETF 0.7 23 42 5.2 -0.8
SCHC Schwab International Small-Cap Equity ETF 0.7 11 54 7.7 +1.7
DEW WisdomTree Global High Dividend Fund 0.7 58 7 8.3 +2.4
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 27 4.7 -1.3
DFLV Dimensional US Large Cap Value ETF 0.7 22 43 7.8 +1.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.7 49 16 9.6 +3.6
AVES Avantis Emerging Markets Value ETF 0.6 36 29 10.9 +4.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 45 5.7 -0.3
SPEM SPDR Portfolio Emerging Markets ETF 0.6 7 58 10.5 +4.5
GMF SPDR S&P Emerging Asia Pacific ETF 0.6 49 16 9.6 +3.6
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.6 80 -15 9.7 +3.7
DGT State Street SPDR Global Dow ETF 0.6 50 15 6.7 +0.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 26 6.4 +0.5
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 23 9.8 +3.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -15 11.1 +5.1
GEW Cambria Global EW ETF 0.6 29 36 0.0 -6.0
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.6 39 26 15.6 +9.6
BKF iShares MSCI BIC ETF 0.6 69 -4 13.1 +7.1
FLHK Franklin FTSE Hong Kong ETF 0.6 9 56 4.3 -1.7
VGK Vanguard FTSE Europe ETF 0.6 6 59 7.4 +1.4
DFIS Dimensional International Small Cap ETF 0.6 39 26 7.2 +1.2
FLEE Franklin FTSE Europe ETF 0.6 9 56 7.1 +1.2
IMFL Invesco International Developed Dynamic Multifactor ETF 0.6 34 31 5.7 -0.2
GWX SPDR S&P International Small Cap ETF 0.6 40 25 6.9 +0.9
GDXJ VanEck Junior Gold Miners ETF 0.6 52 13 4.1 -1.9
KALL KraneShares MSCI All China Index ETF 0.6 49 16 12.7 +6.7
SPEU SPDR Portfolio Europe ETF 0.5 7 58 7.3 +1.3
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 55 5.7 -0.2
IEUR iShares Core MSCI Europe ETF 0.5 11 54 7.2 +1.2
IEV iShares Europe ETF 0.5 67 -2 6.7 +0.7
BFOR ALPS Barron's 400 ETF 0.5 65 0 6.2 +0.2
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 56 7.1 +1.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 16 7.0 +1.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.5 30 35 9.8 +3.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 23 5.4 -0.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 19 6.6 +0.6
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 45 7.3 +1.3
FKU First Trust United Kingdom AlphaDEX Fund 0.5 80 -15 7.9 +1.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -1 9.0 +3.0
TEMP JPMorgan Climate Change Solutions ETF 0.5 49 16 5.6 -0.4
TPIF Timothy Plan International ETF 0.5 62 3 6.1 +0.2
ECON Columbia Emerging Markets Consumer ETF 0.5 49 16 11.9 +5.9
IEMG iShares Core MSCI Emerging Markets ETF 0.5 9 56 9.9 +3.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 50 7.0 +1.1
EEM iShares MSCI Emerging Markets ETF 0.5 69 -4 9.6 +3.7
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 61 6.4 +0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 -6 -1.6 -7.6
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 35 5.9 -0.1
DWMF WisdomTree International Multifactor Fund 0.5 38 27 7.1 +1.1
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 30 8.7 +2.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 45 6.7 +0.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.5 70 -5 7.7 +1.7
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 7 9.6 +3.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 56 5.2 -0.8
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.4 41 24 8.3 +2.3
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 7 7.3 +1.3
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.4 58 7 7.4 +1.4
ACWI iShares MSCI ACWI ETF 0.4 32 33 5.5 -0.5
TOK iShares MSCI Kokusai ETF 0.4 26 39 5.1 -0.9
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 41 7.4 +1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 29 5.0 -1.0
CIL VictoryShares International Volatility Wtd ETF 0.4 45 20 6.4 +0.5
QINT American Century Quality Diversified International ETF 0.4 39 26 6.9 +1.0
URTH iShares MSCI World ETF 0.4 24 41 5.1 -0.9
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 41 6.3 +0.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 25 7.0 +1.0
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 53 5.4 -0.6
DFUV Dimensional US Marketwide Value ETF 0.4 22 43 7.6 +1.7
VT Vanguard Total World Stock ETF 0.4 6 59 5.9 -0.1
VSGX Vanguard ESG International Stock ETF 0.4 10 55 7.7 +1.7
VFVA Vanguard U.S. Value Factor ETF 0.4 13 52 11.0 +5.0
CGGO Capital Group Global Growth Equity ETF 0.4 47 18 4.3 -1.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 36 7.7 +1.7
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.4 35 30 16.5 +10.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 45 5.8 -0.2
IOO iShares Global 100 ETF 0.4 41 24 4.7 -1.3
EEMA iShares MSCI Emerging Markets Asia ETF 0.4 49 16 9.2 +3.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.4 24 41 7.3 +1.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 40 7.2 +1.2
DFEV Dimensional Emerging Markets Value ETF 0.4 43 22 12.1 +6.1
XCNY SPDR S&P Emerging Markets ex-China ETF 0.4 15 50 7.3 +1.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 46 8.5 +2.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 32 9.4 +3.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 35 8.8 +2.8
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 23 7.5 +1.6
IWX iShares Russell Top 200 Value ETF 0.3 20 45 6.2 +0.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3 70 -5 8.6 +2.6
VWO Vanguard FTSE Emerging Markets ETF 0.3 7 58 10.3 +4.3
FSST Fidelity Sustainable U.S. Equity ETF 0.3 59 6 4.2 -1.8
VFMF Vanguard U.S. Multifactor ETF 0.3 18 47 8.0 +2.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 26 5.9 -0.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.3 9 56 8.8 +2.8
MGV Vanguard Mega Cap Value ETF 0.3 7 58 6.6 +0.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.3 36 29 9.2 +3.2
DFVX Dimensional US Large Cap Vector ETF 0.3 22 43 6.5 +0.5
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 54 9.4 +3.4
FVAL Fidelity Value Factor ETF 0.3 15 50 7.0 +1.0
FDEV Fidelity International Multifactor ETF 0.3 18 47 7.6 +1.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 51 6.1 +0.1
FQAL Fidelity Quality Factor ETF 0.3 15 50 5.8 -0.1
SSPY Syntax Stratified LargeCap ETF 0.3 30 35 6.9 +0.9
SFYX SoFi Next 500 ETF 0.3 0 65 6.2 +0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 53 5.2 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 59 8.4 +2.4
SCHE Schwab Emerging Markets Equity ETF 0.3 11 54 10.7 +4.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.3 65 0 6.6 +0.6
ROAM Hartford Multifactor Emerging Markets ETF 0.3 44 21 11.2 +5.2
OEI Optimized Equity Income ETF 0.3 75 -10 0.0 -6.0
STXV Strive 1000 Value ETF 0.3 18 47 8.3 +2.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.3 15 50 9.8 +3.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 50 7.6 +1.6
FENI Fidelity Enhanced International ETF 0.3 28 37 6.3 +0.3
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 16 5.8 -0.2
SCJ iShares MSCI Japan Small-Cap ETF 0.3 50 15 6.8 +0.8
GVLU Gotham 1000 Value ETF 0.3 50 15 9.1 +3.1
INEQ Columbia International Equity Income ETF 0.3 45 20 7.7 +1.7
IQSI IQ Candriam International Equity ETF 0.3 15 50 6.3 +0.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 40 7.1 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 40 9.2 +3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.3 9 56 5.0 -1.0
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 53 6.7 +0.7
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 7 8.8 +2.8
AVIV Avantis International Large Cap Value ETF 0.3 25 40 8.4 +2.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.3 9 56 6.4 +0.4
VTV Vanguard Value ETF 0.3 4 61 7.0 +1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 56 5.7 -0.3
IWC iShares Micro-Cap ETF 0.2 60 5 -1.6 -7.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 4 6.0 +0.0
KLMN Invesco MSCI North America Climate ETF 0.2 9 56 5.1 -0.9
RVRB Reverb ETF 0.2 30 35 4.7 -1.3
EWJV iShares MSCI Japan Value ETF 0.2 15 50 8.2 +2.2
IWD iShares Russell 1000 Value ETF 0.2 19 46 6.6 +0.6
VONV Vanguard Russell 1000 Value ETF 0.2 7 58 6.7 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 13 5.9 -0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 7 5.7 -0.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 6 8.7 +2.7
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 20 9.7 +3.8
GLOF iShares Global Equity Factor ETF 0.2 20 45 6.9 +0.9
IVE iShares S&P 500 Value ETF 0.2 18 47 6.3 +0.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.2 4 61 6.4 +0.4
VOOV Vanguard S&P 500 Value ETF 0.2 7 58 6.4 +0.4
STXE Strive Emerging Markets Ex-China ETF 0.2 32 33 7.5 +1.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 53 4.7 -1.2
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 53 6.1 +0.1
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 56 5.8 -0.2
EWUS iShares MSCI United Kingdom Small Cap ETF 0.2 59 6 7.8 +1.8
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 61 6.9 +0.9
IUSV iShares Core S&P US Value ETF 0.2 4 61 6.5 +0.6
KSA iShares MSCI Saudi Arabia ETF 0.2 74 -9 0.0 -6.0
DIM WisdomTree International MidCap Dividend Fund 0.2 58 7 7.2 +1.2
ACVF American Conservative Values ETF 0.2 75 -10 4.4 -1.6
YNOT Horizon Digital Frontier ETF 0.2 75 -10 3.3 -2.7
STOX Horizon Core Equity ETF 0.2 70 -5 4.2 -1.8
SFTY Horizon Managed Risk ETF 0.2 77 -12 4.2 -1.8
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 50 8.0 +2.0
AVUS Avantis U.S. Equity ETF 0.2 15 50 5.9 -0.1
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 55 5.1 -0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.2 -0.7
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 52 6.3 +0.3
JADE JPMorgan Active Developing Markets Equity ETF 0.2 65 0 7.8 +1.9
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 17 6.4 +0.4
JHML John Hancock Multifactor Large Cap ETF 0.2 29 36 5.5 -0.5
FLJP Franklin FTSE Japan ETF 0.2 9 56 5.9 -0.1
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 45 6.3 +0.3
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 6 6.1 +0.1
SIZE iShares MSCI USA Size Factor ETF 0.2 15 50 6.3 +0.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 30 5.3 -0.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 4.9 -1.1
DXUV Dimensional US Vector Equity ETF 0.2 28 37 6.3 +0.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 20 4.5 -1.4
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 32 8.3 +2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 45 5.2 -0.8
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 56 5.7 -0.3
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 46 6.2 +0.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 18 5.7 -0.3
VIDI Vident International Equity Strategy ETF 0.2 61 4 10.6 +4.6
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 7 8.3 +2.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 6 9.0 +3.1
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 40 10.9 +4.9
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 56 6.5 +0.5
LDEM iShares ESG MSCI EM Leaders ETF 0.2 17 48 14.0 +8.0
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 45 6.9 +1.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 45 5.3 -0.7
EWJ iShares MSCI Japan ETF 0.2 50 15 5.7 -0.2
EFG iShares MSCI EAFE Growth ETF 0.2 36 29 4.4 -1.6
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 49 8.1 +2.1
IUS Invesco RAFI Strategic US ETF 0.2 19 46 6.9 +0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 65 5.0 -1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 58 5.0 -1.0
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 5.6 -0.3
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 23 4.6 -1.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 40 7.5 +1.5
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 30 6.2 +0.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 25 6.1 +0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 63 5.1 -0.9
VOTE TCW Transform 500 ETF 0.2 5 60 5.0 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 54 5.0 -1.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 40 7.4 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 48 5.7 -0.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 56 5.0 -1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 55 5.4 -0.6
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 0 4.3 -1.7
DAK Dakota Active Equity ETF 0.1 43 22 4.6 -1.4
IWL iShares Russell Top 200 ETF 0.1 15 50 4.7 -1.3
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 26 6.9 +0.9
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 40 9.5 +3.5
DCOR Dimensional US Core Equity 1 ETF 0.1 14 51 5.5 -0.4
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 56 4.9 -1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 56 4.8 -1.2
ILCG iShares Morningstar Growth ETF 0.1 4 61 4.0 -2.0
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 47 5.3 -0.7
DFAU Dimensional US Core Equity Market ETF 0.1 12 53 5.2 -0.8
RAUS RACWI US ETF 0.1 15 50 4.8 -1.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 53 7.6 +1.6
TOPC iShares S&P 500 3% Capped ETF 0.1 15 50 5.2 -0.8
MGC Vanguard Mega Cap ETF 0.1 7 58 4.7 -1.3
RWL Invesco S&P 500 Revenue ETF 0.1 39 26 6.9 +1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 33 5.1 -0.8
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 56 4.9 -1.1
GXLC Global X U.S. 500 ETF 0.1 2 63 5.0 -1.0
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 62 5.0 -1.0
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -10 8.5 +2.5
XVV iShares ESG Screened S&P 500 ETF 0.1 8 57 4.9 -1.1
VONE Vanguard Russell 1000 ETF 0.1 7 58 5.1 -0.9
DFUS Dimensional U.S. Equity ETF 0.1 9 56 4.9 -1.1
IWB iShares Russell 1000 ETF 0.1 15 50 5.0 -1.0
IWV iShares Russell 3000 ETF 0.1 20 45 4.9 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 54 5.2 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 50 5.5 -0.4
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 17 6.8 +0.8
VTHR Vanguard Russell 3000 ETF 0.1 7 58 5.0 -1.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 45 4.8 -1.2
VV Vanguard Large-Cap ETF 0.1 4 61 4.9 -1.1
ILCV iShares Morningstar Value ETF 0.1 4 61 6.4 +0.4
IVV iShares Core S&P 500 ETF 0.1 3 62 5.0 -0.9
VOO Vanguard S&P 500 ETF 0.1 3 62 5.0 -0.9
SPY SPDR S&P 500 ETF 0.1 9 56 5.0 -1.0
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 63 5.0 -0.9
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 36 4.8 -1.2
CHRI Global X S&P 500 Christian Values ETF 0.1 29 36 4.7 -1.2
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 32 8.1 +2.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.1 64 1 1.2 -4.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 40 5.7 -0.3
STRV Strive 500 ETF 0.1 5 60 4.9 -1.1
PBUS Invesco MSCI USA ETF 0.1 4 61 5.0 -1.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 62 5.2 -0.8
SCHX Schwab U.S. Large-Cap ETF 0.1 3 62 5.1 -0.9
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 47 4.8 -1.2
VTI Vanguard Total Stock Market ETF 0.1 3 62 5.0 -1.0
IYY iShares Dow Jones U.S. ETF 0.1 20 45 4.9 -1.1
SCHK Schwab 1000 Index ETF 0.1 5 60 5.1 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 62 5.0 -1.0
SFY SoFi Select 500 ETF 0.1 0 65 4.6 -1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -2 10.2 +4.3
SCHB Schwab U.S. Broad Market ETF 0.1 3 62 5.1 -0.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 45 7.0 +1.0
SPXM Azoria 500 Meritocracy ETF 0.1 47 18 4.7 -1.3
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 12 7.3 +1.4
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 0 8.0 +2.0
AFLG First Trust Active Factor Large Cap ETF 0.1 55 10 6.5 +0.5
IWO iShares Russell 2000 Growth ETF 0.1 24 41 0.9 -5.1
AVUQ Avantis U.S. Quality ETF 0.1 15 50 4.6 -1.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 20 6.8 +0.8
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 55 1.0 -5.0
APUE ActivePassive U.S. Equity ETF 0.1 45 20 4.8 -1.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 50 5.7 -0.3
VYM Vanguard High Dividend Yield Index ETF 0.1 6 59 7.2 +1.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 56 4.2 -1.8
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.5 +0.5
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 48 7.0 +1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 56 5.4 -0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 46 6.4 +0.4
EBI Longview Advantage ETF 0.0 35 30 6.9 +0.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 53 4.8 -1.2
HLAL Wahed FTSE USA Shariah ETF 0.0 50 15 4.7 -1.2
RSSL Global X Russell 2000 ETF 0.0 8 57 4.3 -1.7
IWM iShares Russell 2000 ETF 0.0 19 46 4.4 -1.6
VTWO Vanguard Russell 2000 ETF 0.0 7 58 4.4 -1.6
GSPY Gotham Enhanced 500 ETF 0.0 50 15 5.2 -0.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.0 6 59 3.1 -2.9
JGRO JPMorgan Active Growth ETF 0.0 44 21 3.7 -2.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 50 4.6 -1.4
STXG Strive 1000 Growth ETF 0.0 18 47 4.0 -2.0
DIVB iShares Core Dividend ETF 0.0 5 60 8.4 +2.4
ISCB iShares Morningstar Small-Cap ETF 0.0 4 61 6.4 +0.4
SFGV Sequoia Global Value ETF 0.0 23 42 8.4 +2.4
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 47 5.5 -0.5
VXF Vanguard Extended Market ETF 0.0 5 60 4.9 -1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 36 4.8 -1.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 53 4.1 -1.8
DFAS Dimensional U.S. Small Cap ETF 0.0 26 39 6.9 +0.9
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 59 9.6 +3.6
IWN iShares Russell 2000 Value ETF 0.0 24 41 7.9 +1.9
VTWV Vanguard Russell 2000 Value ETF 0.0 10 55 8.0 +2.0
QDF FlexShares Quality Dividend Index Fund 0.0 37 28 6.4 +0.4
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -25 4.4 -1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 36 6.6 +0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.0 37 28 6.3 +0.3

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 10.3 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 6.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.69 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.