Global X Copper Miners ETF
ALTAR
Score™		 3.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 33.7x P/Sales
ratio		 1.8x
P/BV
ratio		 2.6x Div.
yield		 1.0%


  • 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) $8,499
Currency USD
Expense ratio 65 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 41
Wgt avg mkt cap (mns) $29,891
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
HUDBAY MINERALS INC 5.5 %
TECK RESOURCES LTD-CLS B 5.4 %
BHP BILLITON LTD 5.2 %
ANTOFAGASTA PLC 5.1 %
FIRST QUANTUM MINERALS LTD 5.0 %
KGHM POLSKA MIEDZ S.A. 5.0 %
BOLIDEN 4.9 %
SOUTHERN COPPER CORP 4.8 %
GLENCORE INTERNATIONAL PLC 4.7 %
LUNDIN MINING CORP 4.7 %
Total 50.2 %

TOP COUNTRY EXPOSURE
CANADA 39.8 %
AUSTRALIA 9.7 %
UNITED STATES 9.3 %
CHINA 8.4 %
JAPAN 6.3 %
BRITAIN 5.1 %
POLAND 5.0 %
SWEDEN 4.9 %
SWITZERLAND 4.7 %
GERMANY 3.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
10.9% 116.7% 17.8% 18.8% 6.0%

Market Correlations
versus... Beta R-squared
S&P500 1.70 29%
MSCI EAFE 1.82 46%
MSCI Emg. Mkts. 1.54 54%

Technical Indicators
Recent close $93.66
30d moving avg. $83.71
Annualized volatility 29.2%
Short interest (ETF) 4.8%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 4,506
Turnover 5.0%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $751

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 536 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™: 3.6%


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
(%)
ICOP iShares Copper and Metals Mining ETF 51.2 47 18 4.8 +1.2
GMET VanEck Green Metals ETF 38.1 63 2 0.5 -3.1
PICK iShares MSCI Global Metals & Mining Producers ETF 26.6 39 26 7.1 +3.5
BATT Amplify Lithium & Battery Technology ETF 26.2 59 6 1.6 -2.0
EV Mast Global Battery Recycling & Production ETF 19.2 65 0 6.3 +2.7
SETM Sprott Energy Transition Materials ETF 18.6 65 0 1.4 -2.2
AGMI Themes Silver Miners ETF 14.6 35 30 3.6 +0.0
MXI iShares Global Materials ETF 14.4 41 24 5.7 +2.1
GNR SPDR S&P Global Natural Resources ETF 11.7 40 25 8.2 +4.6
ION ProShares S&P Global Core Battery Metals ETF 10.7 58 7 5.1 +1.5
SILJ ETFMG Prime Junior Silver Miners ETF 10.0 69 -4 0.3 -3.3
JIVE JPMorgan International Value ETF 9.9 55 10 8.1 +4.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 9.3 46 19 7.4 +3.8
FTRI First Trust Indxx Global Natural Resources Income ETF 8.4 70 -5 6.4 +2.8
CCNR ALPS CoreCommodity Natural Resources ETF 7.7 39 26 7.6 +4.0
COPJ Sprott Junior Copper Miners ETF 7.4 75 -10 -1.3 -4.9
EPU iShares MSCI Peru and Global Exposure ETF 7.1 59 6 4.3 +0.7
NANR SPDR S&P North American Natural Resources ETF 6.9 35 30 6.1 +2.5
AFK VanEck Africa Index ETF 6.3 98 -33 10.6 +7.0
IYM iShares U.S. Basic Materials ETF 6.3 40 25 4.3 +0.7
IMOM Alpha Architect International Quantitative Momentum ETF 6.1 49 16 4.0 +0.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 5.6 45 20 -0.9 -4.5
FLAU Franklin FTSE Australia ETF 5.5 9 56 5.7 +2.1
CCSO Carbon Collective Climate Solutions US Equity ETF 5.4 35 30 0.8 -2.8
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 5.2 19 46 5.3 +1.7
DVYA iShares Asia/Pacific Dividend ETF 5.2 49 16 6.8 +3.2
EPP iShares MSCI Pacific ex-Japan ETF 5.2 47 18 4.9 +1.3
EWA iShares MSCI Australia ETF 5.2 50 15 5.1 +1.5
XME State Street SPDR S&P Metals & Mining ETF 5.0 35 30 4.4 +0.8
INEQ Columbia International Equity Income ETF 5.0 45 20 7.7 +4.1
HAP VanEck Natural Resources ETF 4.9 50 15 6.5 +2.9
SCHY Schwab International Dividend Equity ETF 4.8 14 51 8.3 +4.7
STRN SMART Trend 25 ETF 4.7 59 6 2.1 -1.5
FXZ First Trust Materials AlphaDEX Fund 4.7 61 4 6.4 +2.8
FMAT Fidelity MSCI Materials Index ETF 4.6 8 57 4.9 +1.3
VAW Vanguard Materials ETF 4.6 9 56 4.9 +1.3
FKU First Trust United Kingdom AlphaDEX Fund 4.5 80 -15 7.1 +3.5
EPOL iShares MSCI Poland ETF 4.5 59 6 8.8 +5.2
XLB Materials Select Sector SPDR 4.5 8 57 5.4 +1.8
CGXU Capital Group International Focus Equity ETF 4.3 54 11 3.5 -0.1
RING iShares MSCI Global Gold Miners ETF 4.2 39 26 3.3 -0.3
FCA First Trust China AlphaDEX Fund 4.1 80 -15 7.1 +3.5
MEM Matthews Emerging Markets Equity Active ETF 4.1 79 -14 7.7 +4.1
PIEL Pacer International Export Leaders ETF 4.1 60 5 3.9 +0.3
ZIG Acquirers Fund 4.0 84 -19 20.5 +16.9
FTWO Strive FAANG 2.0 ETF 4.0 49 16 3.8 +0.2
IVAL Alpha Architect International Quantitative Value ETF 4.0 49 16 7.5 +3.9
OTGL OTG Latin America ETF 3.8 269 -204 7.6 +4.0
OBOR KraneShares MSCI One Belt One Road Index ETF 3.8 79 -14 7.1 +3.5
AFOS ARS Focused Opportunities Strategy ETF 3.7 45 20 1.8 -1.8
TMAT Main Thematic Innovation ETF 3.5 164 -99 -1.9 -5.5
ACEP ARS Core Equity ETF 3.4 45 20 3.9 +0.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 25 5.5 +1.9
IVSI Applied Finance IVS International Large ETF 3.3 65 0 5.9 +2.3
FGM First Trust Germany AlphaDEX Fund 3.3 80 -15 4.8 +1.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.3 49 16 4.3 +0.7
FNDF Schwab Fundamental International Large Co. Index ETF 3.2 25 40 7.0 +3.4
GPT Intelligent Alpha Atlas ETF 3.2 69 -4 5.9 +2.3
FPAG FPA Global Equity ETF 3.2 49 16 5.7 +2.1
SAMM Strategas Macro Momentum ETF 3.1 66 -1 3.4 -0.2
FEP First Trust Europe AlphaDEX Fund 3.1 80 -15 6.6 +3.0
EWU iShares MSCI United Kingdom ETF 3.0 50 15 7.1 +3.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.0 85 -20 2.7 -0.9
AUAU Global X Gold Miners ETF 2.9 35 30 2.5 -1.1
EFV iShares MSCI EAFE Value ETF 2.9 34 31 7.4 +3.8
FLGB Franklin FTSE United Kingdom ETF 2.9 9 56 6.7 +3.1
IMTM iShares MSCI Intl Momentum Factor ETF 2.8 30 35 4.5 +0.9
URA Global X Uranium ETF 2.8 69 -4 0.6 -3.0
ICAP InfraCap Equity Income Fund ETF 2.8 171 -106 4.3 +0.7
IPAC iShares Core MSCI Pacific ETF 2.7 9 56 5.4 +1.8
DINT Davis Select International ETF 2.7 55 10 5.7 +2.1
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 2.7 90 -25 3.4 -0.2
DIVI Franklin International Core Dividend Tilt Index ETF 2.7 9 56 6.4 +2.8
GCOW Pacer Global Cash Cows Dividend ETF 2.7 60 5 9.1 +5.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 2.7 58 7 7.3 +3.7
EWC iShares MSCI Canada ETF 2.6 50 15 5.0 +1.4
IDHQ Invesco S&P International Developed High Quality ETF 2.6 29 36 5.1 +1.5
IGE iShares North American Natural Resources ETF 2.5 41 24 5.5 +1.9
ILF iShares Latin America 40 ETF 2.5 48 17 9.4 +5.8
IVRA Invesco Real Assets ESG ETF 2.5 59 6 6.2 +2.6
IDOG ALPS International Sector Dividend Dogs ETF 2.4 50 15 9.0 +5.4
TTAI FCF International Quality ETF 2.3 59 6 6.8 +3.2
ECML Euclidean Fundamental Value ETF 2.3 95 -30 8.9 +5.3
EWD iShares MSCI Sweden ETF 2.2 54 11 4.9 +1.3
BBCA JPMorgan BetaBuilders Canada ETF 2.2 19 46 5.3 +1.7
FXI iShares China Large-Cap ETF 2.2 74 -9 20.1 +16.5
FLCA Franklin FTSE Canada ETF 2.2 9 56 5.3 +1.7
LVHI Franklin International Low Volatility High Dividend Index ET 2.1 40 25 7.5 +3.9
IVLU iShares MSCI Intl Value Factor ETF 2.1 30 35 7.8 +4.2
JCHI JPMorgan Active China ETF 2.1 65 0 14.6 +11.0
VPL Vanguard FTSE Pacific ETF 2.1 7 58 4.9 +1.3
UMMA Wahed Dow Jones Islamic World ETF 2.1 65 0 3.2 -0.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.0 45 20 6.4 +2.8
NUDM Nuveen ESG International Developed Markets Equity ETF 2.0 31 34 5.4 +1.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 26 1.0 -2.6
EMC Global X Emerging Markets Great Consumer ETF 1.9 75 -10 6.4 +2.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.9 80 -15 6.2 +2.6
ESGD iShares ESG Aware MSCI EAFE ETF 1.9 20 45 5.6 +2.0
PPIE Putnam PanAgora ESG International Equity ETF 1.9 49 16 6.2 +2.6
GVAL Cambria Global Value ETF 1.9 68 -3 8.6 +5.0
SWP SWP Growth & Income ETF 1.8 99 -34 4.1 +0.5
CGIE Capital Group International Equity ETF 1.8 54 11 4.5 +0.9
DTH WisdomTree International High Dividend Fund 1.8 58 7 7.2 +3.6
BIBL Inspire 100 ETF 1.8 35 30 4.0 +0.4
SGRT SMART Earnings Growth 30 ETF 1.8 59 6 2.0 -1.6
CRTC Xtrackers US National Critical Technologies ETF 1.8 35 30 4.0 +0.4
DIHP Dimensional International High Profitability ETF 1.7 29 36 5.7 +2.1
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.7 65 0 4.0 +0.4
AVDV Avantis International Small Cap Value ETF 1.7 36 29 7.4 +3.8
IQLT iShares MSCI Intl Quality Factor ETF 1.7 30 35 5.4 +1.8
DXIV Dimensional International Vector Equity ETF 1.7 34 31 6.4 +2.8
YNOT Horizon Digital Frontier ETF 1.7 75 -10 2.2 -1.4
VYMI Vanguard International High Dividend Yield ETF 1.7 17 48 7.9 +4.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.7 30 35 6.1 +2.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.6 35 30 5.5 +1.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.6 39 26 6.1 +2.5
EFA iShares MSCI EAFE ETF 1.6 35 30 5.6 +2.0
MCHI iShares MSCI China ETF 1.6 59 6 19.2 +15.6
IDEV iShares Core MSCI International Developed Markets ETF 1.6 4 61 5.9 +2.3
HEFA iShares Currency Hedged MSCI EAFE ETF 1.6 35 30 5.7 +2.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.6 60 5 3.8 +0.2
SCHF Schwab International Equity ETF 1.6 6 59 5.7 +2.1
FJP First Trust Japan AlphaDEX Fund 1.6 80 -15 7.3 +3.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.6 20 45 5.5 +1.9
BKIE BNY Mellon International Equity ETF 1.6 4 61 5.9 +2.3
BRAZ Global X Brazil Active ETF 1.5 75 -10 10.3 +6.7
HFXI IQ FTSE International Equity Currency Neutral ETF 1.5 20 45 5.4 +1.8
AGQI First Trust Active Global Quality Income ETF 1.5 85 -20 6.3 +2.7
VEA Vanguard FTSE Developed Markets ETF 1.5 3 62 5.7 +2.1
ABLD Abacus FCF Real Assets Leaders ETF 1.5 69 -4 6.5 +2.9
FTHF First Trust Emerging Markets Human Flourishing ETF 1.5 75 -10 5.1 +1.5
AKAF The Frontier Economic Fund 1.5 20 45 5.1 +1.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.5 36 29 5.3 +1.7
DWLD Davis Select Worldwide ETF 1.5 63 2 6.4 +2.8
GSID Goldman Sachs MarketBeta International Equity ETF 1.5 20 45 5.7 +2.1
FEUZ First Trust Eurozone AlphaDEX ETF 1.5 80 -15 6.2 +2.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.5 47 18 6.9 +3.3
IEFA iShares Core MSCI EAFE ETF 1.5 7 58 5.9 +2.3
KNO AXS Knowledge Leaders ETF 1.5 78 -13 3.8 +0.2
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.5 20 45 8.3 +4.7
DFIV Dimensional International Value ETF 1.4 27 38 7.6 +4.0
IQDF FlexShares International Quality Dividend Index Fund 1.4 47 18 7.2 +3.6
SPDW SPDR Portfolio Developed World ex-US ETF 1.4 3 62 5.6 +2.0
DFAI Dimensional International Core Equity Market ETF 1.4 18 47 5.9 +2.3
STXI Strive International Developed Markets ETF 1.4 29 36 6.2 +2.6
FENI Fidelity Enhanced International ETF 1.4 28 37 5.7 +2.1
GDIV Harbor Dividend Growth Leaders ETF 1.4 50 15 3.9 +0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 9 6.7 +3.1
INTF iShares International Equity Factor ETF 1.4 15 50 6.4 +2.8
ACWX iShares MSCI ACWI ex U.S. ETF 1.4 34 31 6.1 +2.5
DISV Dimensional International Small Cap Value ETF 1.3 42 23 7.9 +4.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.3 41 24 5.8 +2.2
PTL Inspire 500 ETF 1.3 9 56 4.2 +0.6
DFIC Dimensional International Core Equity 2 ETF 1.3 23 42 6.1 +2.5
SLVP iShares MSCI Global Silver Miners ETF 1.3 39 26 3.7 +0.1
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 1.3 32 33 4.4 +0.8
GXC SPDR S & P China ETF 1.3 59 6 17.7 +14.1
AVIE Avantis  Inflation Focused Equity ETF 1.3 25 40 6.1 +2.5
IXUS iShares Core MSCI Total International Stock ETF 1.3 7 58 6.3 +2.7
DOL WisdomTree International LargeCap Dividend Fund 1.3 48 17 5.5 +1.9
VEU Vanguard FTSE All-World ex-US Index Fund 1.2 4 61 6.4 +2.8
DEHP Dimensional Emerging Markets High Profitability ETF 1.2 41 24 4.3 +0.7
JIRE JPMorgan International Research Enhanced Equity ETF 1.2 24 41 5.7 +2.1
RFDI First Trust Riverfront Dynamic Developed International ETF 1.2 83 -18 7.6 +4.0
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.2 12 53 5.2 +1.6
CWI SPDR MSCI ACWI ex-US ETF 1.2 30 35 6.2 +2.6
AVDE Avantis International Equity ETF 1.2 23 42 6.0 +2.4
FIVA Fidelity International Value Factor ETF 1.2 18 47 7.2 +3.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 1.2 18 47 6.1 +2.5
JHMD John Hancock Multifactor Developed International ETF 1.2 39 26 6.1 +2.5
SGLC SGI U.S. Large Cap Core ETF 1.2 85 -20 3.5 -0.1
AVDS Avantis International Small Cap Equity ETF 1.2 30 35 5.8 +2.2
ABFL Abacus FCF Leaders ETF 1.2 59 6 3.6 -0.0
FLCH Franklin FTSE China ETF 1.1 19 46 17.2 +13.6
AVIV Avantis International Large Cap Value ETF 1.1 25 40 6.8 +3.2
PRAY FIS Christian Stock Fund 1.1 69 -4 3.8 +0.2
RFFC ALPS Active Equity Opportunity ETF 1.1 48 17 3.6 -0.0
TPIF Timothy Plan International ETF 1.1 62 3 5.5 +1.9
DUSA Davis Select U.S. Equity ETF 1.1 61 4 6.9 +3.3
EMM Global X Emerging Markets ex-China ETF 1.1 75 -10 4.3 +0.7
EMDM First Trust Bloomberg Emerging Market Democracies ETF 1.1 75 -10 5.7 +2.1
WWJD Inspire International ETF 1.1 80 -15 6.2 +2.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.0 30 35 6.1 +2.5
VXUS Vanguard Total International Stock ETF 1.0 5 60 6.4 +2.8
BLES Inspire Global Hope ETF 1.0 61 4 5.6 +2.0
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 5 4.3 +0.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.0 40 25 5.6 +2.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 13 5.0 +1.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.0 39 26 6.8 +3.2
LIVR Intelligent Livermore ETF 1.0 69 -4 3.0 -0.6
BKF iShares MSCI BIC ETF 1.0 69 -4 14.2 +10.6
JPIN J.P. Morgan Diversified Return International Equity ETF 1.0 37 28 6.9 +3.3
DWM WisdomTree International Equity Fund 1.0 48 17 5.5 +1.9
FRGN Horizon International Equity ETF 1.0 75 -10 7.3 +3.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.0 65 0 3.7 +0.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.9 50 15 7.4 +3.8
DGT State Street SPDR Global Dow ETF 0.9 50 15 5.5 +1.9
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 52 1.6 -2.0
SPHB Invesco S&P 500 High Beta ETF 0.9 25 40 3.3 -0.3
VGK Vanguard FTSE Europe ETF 0.9 6 59 6.4 +2.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.9 25 40 6.1 +2.5
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.9 88 -23 8.4 +4.8
JADE JPMorgan Active Developing Markets Equity ETF 0.9 65 0 5.5 +1.9
BBEU JPMorgan BetaBuilders Europe ETF 0.9 9 56 6.1 +2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 59 3.2 -0.4
QINT American Century Quality Diversified International ETF 0.9 39 26 6.4 +2.8
FLEE Franklin FTSE Europe ETF 0.9 9 56 6.2 +2.6
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 10 6.4 +2.8
GOEX Global X Gold Explorers ETF 0.8 65 0 2.1 -1.5
YLDE ClearBridge Dividend Strategy ESG ETF 0.8 60 5 5.2 +1.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 0 6.9 +3.3
CGGO Capital Group Global Growth Equity ETF 0.8 47 18 3.8 +0.2
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.8 45 20 9.2 +5.6
GEW Cambria Global EW ETF 0.8 29 36 5.3 +1.7
JIG JPMorgan International Growth ETF 0.8 55 10 3.4 -0.2
SPEU SPDR Portfolio Europe ETF 0.8 7 58 6.4 +2.8
PXH Invesco FTSE RAFI Emerging Markets ETF 0.8 49 16 12.7 +9.1
AVEM Avantis Emerging Markets Equity ETF 0.8 33 32 6.4 +2.8
DFLV Dimensional US Large Cap Value ETF 0.8 22 43 6.0 +2.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.8 46 19 5.5 +1.9
IEV iShares Europe ETF 0.8 67 -2 5.7 +2.1
DEW WisdomTree Global High Dividend Fund 0.8 58 7 7.3 +3.7
DFIS Dimensional International Small Cap ETF 0.8 39 26 6.0 +2.4
AQLT iShares MSCI Global Quality Factor ETF 0.8 18 47 0.0 -3.6
IEUR iShares Core MSCI Europe ETF 0.8 11 54 6.2 +2.6
SCHC Schwab International Small-Cap Equity ETF 0.8 11 54 6.4 +2.8
SPEM SPDR Portfolio Emerging Markets ETF 0.7 7 58 9.0 +5.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 45 4.5 +0.9
AVLV Avantis U.S. Large Cap Value ETF 0.7 15 50 5.7 +2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 23 3.9 +0.3
GWX SPDR S&P International Small Cap ETF 0.7 40 25 5.6 +2.0
GDXJ VanEck Junior Gold Miners ETF 0.7 52 13 2.7 -0.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 8 57 6.1 +2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 47 6.8 +3.2
QWLD SPDR MSCI World StrategicFactors ETF 0.7 30 35 5.1 +1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 6 1.7 -2.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 41 6.8 +3.2
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 6 3.4 -0.2
UIVM VictoryShares International Value Momentum ETF 0.7 35 30 7.9 +4.3
AVSD Avantis Responsible International Equity ETF 0.7 23 42 5.8 +2.2
VUSE Vident U.S. Equity Strategy ETF 0.6 50 15 3.6 -0.1
VIDI Vident International Equity Strategy ETF 0.6 61 4 7.7 +4.1
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 61 5.1 +1.5
AIEQ AI Powered Equity ETF 0.6 75 -10 3.5 -0.1
ISCF iShares International SmallCap Equity Factor ETF 0.6 23 42 7.1 +3.5
CGDG Capital Group Dividend Growers ETF 0.6 47 18 5.1 +1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.6 36 29 4.0 +0.4
GMF SPDR S&P Emerging Asia Pacific ETF 0.6 49 16 8.1 +4.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.6 65 0 4.3 +0.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.6 30 35 7.3 +3.7
CIL VictoryShares International Volatility Wtd ETF 0.6 45 20 5.8 +2.2
DFSI Dimensional International Sustainability Core 1 ETF 0.6 24 41 5.5 +1.9
TOK iShares MSCI Kokusai ETF 0.6 26 39 4.1 +0.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.6 38 27 6.4 +2.8
ACWI iShares MSCI ACWI ETF 0.6 32 33 4.5 +0.9
URTH iShares MSCI World ETF 0.6 24 41 4.2 +0.6
AVES Avantis Emerging Markets Value ETF 0.6 36 29 8.3 +4.7
EEM iShares MSCI Emerging Markets ETF 0.6 69 -4 7.1 +3.5
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.6 69 -4 6.8 +3.2
IMFL Invesco International Developed Dynamic Multifactor ETF 0.6 34 31 5.0 +1.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.6 29 36 6.9 +3.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.6 25 40 6.2 +2.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.6 33 32 6.1 +2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 56 4.3 +0.7
DFJ WisdomTree Japan SmallCap Dividend Fund 0.6 58 7 6.6 +3.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.6 40 25 6.0 +2.4
IOO iShares Global 100 ETF 0.6 41 24 3.6 +0.0
INRO iShares U.S. Industry Rotation Active ETF 0.6 42 23 3.4 -0.2
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 45 4.6 +1.0
VT Vanguard Total World Stock ETF 0.5 6 59 4.8 +1.2
CZAR Themes Natural Monopoly ETF 0.5 35 30 5.3 +1.7
LST Leuthold Select Industries ETF 0.5 91 -26 4.6 +1.0
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 55 4.8 +1.2
DAK Dakota Active Equity ETF 0.5 43 22 3.6 +0.0
XC WisdomTree Emerging Markets Ex-China Fund 0.5 32 33 6.4 +2.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 16 5.9 +2.3
DFUV Dimensional US Marketwide Value ETF 0.5 22 43 6.0 +2.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -1 6.5 +2.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.5 12 53 4.8 +1.2
VSGX Vanguard ESG International Stock ETF 0.5 10 55 6.3 +2.7
IEMG iShares Core MSCI Emerging Markets ETF 0.5 9 56 7.5 +3.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.5 49 16 6.9 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 45 6.0 +2.4
EWJV iShares MSCI Japan Value ETF 0.5 15 50 6.8 +3.2
VFMF Vanguard U.S. Multifactor ETF 0.5 18 47 6.5 +2.9
FDEV Fidelity International Multifactor ETF 0.5 18 47 7.3 +3.7
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.5 24 41 4.7 +1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 5 5.8 +2.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.5 42 23 3.9 +0.3
IWX iShares Russell Top 200 Value ETF 0.5 20 45 4.9 +1.3
FEM First Trust Emerging Markets AlphaDEX Fund 0.5 80 -15 8.4 +4.8
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.5 42 23 7.2 +3.6
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.5 39 26 12.9 +9.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 45 5.5 +1.9
XCNY SPDR S&P Emerging Markets ex-China ETF 0.5 15 50 5.4 +1.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.5 30 35 7.1 +3.5
IEUS iShares MSCI Europe Small-Cap ETF 0.5 42 23 6.5 +2.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.5 45 20 7.3 +3.7
OEI Optimized Equity Income ETF 0.5 75 -10 3.5 -0.1
AFLG First Trust Active Factor Large Cap ETF 0.5 55 10 4.8 +1.2
MGV Vanguard Mega Cap Value ETF 0.5 7 58 5.4 +1.8
EEMA iShares MSCI Emerging Markets Asia ETF 0.5 49 16 6.9 +3.3
IQSI IQ Candriam International Equity ETF 0.4 15 50 5.4 +1.8
ECON Columbia Emerging Markets Consumer ETF 0.4 49 16 5.9 +2.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.4 41 24 6.3 +2.7
DFAE Dimensional Emerging Core Equity Market ETF 0.4 35 30 6.4 +2.8
WCEO Hypatia Women CEO ETF 0.4 85 -20 4.6 +1.0
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.4 65 0 7.5 +3.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 51 5.2 +1.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 59 7.0 +3.4
EQL Alps Equal Sector Weight ETF 0.4 25 40 5.1 +1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.4 75 -10 4.7 +1.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.4 28 37 4.8 +1.2
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 50 2.2 -1.4
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.4 35 30 9.3 +5.7
DFVX Dimensional US Large Cap Vector ETF 0.4 22 43 5.2 +1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 7 5.0 +1.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 35 2.5 -1.1
SGDJ Sprott Junior Gold Miners ETF 0.4 50 15 2.0 -1.6
STXE Strive Emerging Markets Ex-China ETF 0.4 32 33 4.7 +1.1
WSML iShares MSCI World Small-Cap ETF 0.4 15 50 5.2 +1.6
DWMF WisdomTree International Multifactor Fund 0.4 38 27 6.9 +3.3
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.4 70 -5 6.2 +2.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.4 20 45 5.8 +2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.4 64 1 1.2 -2.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.4 32 33 3.8 +0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 28 5.3 +1.7
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.4 58 7 6.3 +2.7
SFY SoFi Select 500 ETF 0.4 0 65 3.5 -0.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.4 59 6 4.8 +1.2
VTV Vanguard Value ETF 0.4 4 61 5.8 +2.2
SCJ iShares MSCI Japan Small-Cap ETF 0.4 50 15 5.5 +1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 40 5.5 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 56 5.1 +1.5
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 40 7.5 +3.9
FMDE Fidelity Enhanced Mid Cap ETF 0.3 23 42 5.3 +1.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 46 6.5 +2.9
GLOF iShares Global Equity Factor ETF 0.3 20 45 5.4 +1.8
SCHE Schwab Emerging Markets Equity ETF 0.3 11 54 9.0 +5.4
FLJH Franklin FTSE Japan Hedged ETF 0.3 9 56 5.0 +1.4
IWD iShares Russell 1000 Value ETF 0.3 19 46 5.3 +1.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 61 5.6 +2.0
IVE iShares S&P 500 Value ETF 0.3 18 47 5.5 +1.9
VONV Vanguard Russell 1000 Value ETF 0.3 7 58 5.4 +1.8
VOOV Vanguard S&P 500 Value ETF 0.3 7 58 5.6 +2.0
VWO Vanguard FTSE Emerging Markets ETF 0.3 7 58 8.7 +5.1
RVRB Reverb ETF 0.3 30 35 3.9 +0.3
LDEM iShares ESG MSCI EM Leaders ETF 0.3 17 48 11.9 +8.3
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 40 4.6 +1.0
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 46 5.2 +1.6
FLJP Franklin FTSE Japan ETF 0.3 9 56 5.2 +1.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 46 5.0 +1.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 16 3.5 -0.1
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 17 5.3 +1.7
IUSV iShares Core S&P US Value ETF 0.3 4 61 5.8 +2.2
GVLU Gotham 1000 Value ETF 0.3 50 15 8.2 +4.6
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 61 5.5 +1.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -15 8.9 +5.3
IQDG WisdomTree International Quality Dividend Growth Fund 0.3 42 23 5.7 +2.1
AVUQ Avantis U.S. Quality ETF 0.3 15 50 3.4 -0.2
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.3 47 18 4.5 +0.9
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.3 15 50 7.3 +3.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 40 6.0 +2.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 54 7.2 +3.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.3 36 29 6.9 +3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 4.7 +1.1
STOX Horizon Core Equity ETF 0.3 70 -5 3.5 -0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 53 5.3 +1.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 26 6.6 +3.0
SFTY Horizon Managed Risk ETF 0.3 77 -12 3.4 -0.3
EWJ iShares MSCI Japan ETF 0.3 50 15 4.8 +1.2
JGRO JPMorgan Active Growth ETF 0.3 44 21 2.3 -1.3
HEWJ iShares Currency Hedged MSCI Japan ETF 0.3 50 15 5.2 +1.6
SIZE iShares MSCI USA Size Factor ETF 0.3 15 50 5.4 +1.8
EFG iShares MSCI EAFE Growth ETF 0.3 36 29 3.6 +0.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.3 20 45 5.5 +1.9
EMGF iShares Emerging Markets Equity Factor ETF 0.3 25 40 8.1 +4.5
BFOR ALPS Barron's 400 ETF 0.3 65 0 4.9 +1.3
DLS WisdomTree International SmallCap Dividend Fund 0.3 58 7 7.3 +3.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 7 5.3 +1.7
FDMO Fidelity Momentum Factor ETF 0.3 15 50 2.3 -1.3
EWUS iShares MSCI United Kingdom Small Cap ETF 0.3 59 6 7.2 +3.6
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 30 4.2 +0.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.3 45 20 3.4 -0.3
IWC iShares Micro-Cap ETF 0.3 60 5 -1.3 -4.9
ROAM Hartford Multifactor Emerging Markets ETF 0.3 44 21 7.0 +3.4
FVAL Fidelity Value Factor ETF 0.3 15 50 5.7 +2.1
SSPY Syntax Stratified LargeCap ETF 0.3 30 35 6.0 +2.4
STXV Strive 1000 Value ETF 0.2 18 47 6.8 +3.2
RNEM First Trust Emerging Markets Equity Select ETF 0.2 75 -10 8.0 +4.4
KLMN Invesco MSCI North America Climate ETF 0.2 9 56 4.1 +0.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 45 4.1 +0.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 32 5.5 +1.9
AVUS Avantis U.S. Equity ETF 0.2 15 50 4.6 +1.0
FQAL Fidelity Quality Factor ETF 0.2 15 50 4.7 +1.1
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 40 5.4 +1.8
KSA iShares MSCI Saudi Arabia ETF 0.2 74 -9 0.0 -3.6
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 49 6.3 +2.7
FIDI Fidelity International High Dividend ETF 0.2 18 47 7.2 +3.6
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 53 4.8 +1.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 40 6.1 +2.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 53 3.2 -0.4
ACVF American Conservative Values ETF 0.2 75 -10 3.5 -0.1
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 4.1 +0.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 40 6.1 +2.5
DXUV Dimensional US Vector Equity ETF 0.2 28 37 5.1 +1.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.2 12 53 4.3 +0.7
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 36 29 5.6 +2.0
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 56 4.9 +1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 13 4.9 +1.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 6 7.8 +4.2
IWL iShares Russell Top 200 ETF 0.2 15 50 3.7 +0.1
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 56 5.4 +1.8
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 55 4.2 +0.6
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 16 4.7 +1.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 50 8.1 +4.5
USEW Cambria US EW ETF 0.2 30 35 4.0 +0.4
ILCG iShares Morningstar Growth ETF 0.2 4 61 2.9 -0.8
DSPY Tema S&P 500 Historical Weight ETF 0.2 18 47 4.3 +0.7
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 56 4.0 +0.4
DFEV Dimensional Emerging Markets Value ETF 0.2 43 22 8.6 +5.0
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 0 3.2 -0.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -10 3.0 -0.6
JHML John Hancock Multifactor Large Cap ETF 0.2 29 36 4.3 +0.7
RAUS RACWI US ETF 0.2 15 50 4.0 +0.4
MGC Vanguard Mega Cap ETF 0.2 7 58 3.7 +0.1
TOPC iShares S&P 500 3% Capped ETF 0.2 15 50 4.2 +0.6
DFAU Dimensional US Core Equity Market ETF 0.2 12 53 4.2 +0.6
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 45 5.8 +2.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 45 4.1 +0.5
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 48 6.4 +2.8
GXLC Global X U.S. 500 ETF 0.2 2 63 3.9 +0.3
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 62 4.0 +0.4
IUS Invesco RAFI Strategic US ETF 0.2 19 46 5.5 +1.9
DCOR Dimensional US Core Equity 1 ETF 0.2 14 51 4.5 +0.9
XVV iShares ESG Screened S&P 500 ETF 0.2 8 57 4.0 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 48 4.5 +0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 63 4.0 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 65 4.0 +0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 58 3.9 +0.3
VOTE TCW Transform 500 ETF 0.2 5 60 4.0 +0.4
DFUS Dimensional U.S. Equity ETF 0.2 9 56 3.9 +0.3
EQIN Columbia US Equity Income ETF 0.2 35 30 6.1 +2.5
IWB iShares Russell 1000 ETF 0.2 15 50 4.0 +0.4
VONE Vanguard Russell 1000 ETF 0.2 7 58 4.1 +0.5
IWV iShares Russell 3000 ETF 0.2 20 45 3.9 +0.3
ENHU iShares Enhanced Large Cap Core Active ETF 0.2 22 43 4.0 +0.4
VTHR Vanguard Russell 3000 ETF 0.2 7 58 4.0 +0.4
ILCV iShares Morningstar Value ETF 0.2 4 61 5.3 +1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 37 5.3 +1.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 56 3.8 +0.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 45 3.8 +0.2
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 36 3.9 +0.3
CHRI Global X S&P 500 Christian Values ETF 0.2 29 36 3.8 +0.2
VV Vanguard Large-Cap ETF 0.1 4 61 4.0 +0.4
SPY SPDR S&P 500 ETF 0.1 9 56 4.0 +0.4
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 63 4.3 +0.7
VOO Vanguard S&P 500 ETF 0.1 3 62 4.1 +0.5
IVV iShares Core S&P 500 ETF 0.1 3 62 4.1 +0.5
ADME Aptus Drawdown Managed Equity ETF 0.1 79 -14 3.2 -0.4
STRV Strive 500 ETF 0.1 5 60 3.9 +0.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 54 4.0 +0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 51 4.0 +0.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 56 3.9 +0.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 56 3.8 +0.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 62 4.1 +0.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 62 4.2 +0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 47 3.8 +0.2
IYY iShares Dow Jones U.S. ETF 0.1 20 45 3.9 +0.3
PRF Invesco FTSE RAFI US 1000 ETF 0.1 34 31 5.5 +1.9
SCHK Schwab 1000 Index ETF 0.1 5 60 4.1 +0.5
VTI Vanguard Total Stock Market ETF 0.1 3 62 4.0 +0.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 62 4.0 +0.4
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 37 5.6 +2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 56 4.0 +0.4
SCHB Schwab U.S. Broad Market ETF 0.1 3 62 4.1 +0.5
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 17 5.2 +1.6
APUE ActivePassive U.S. Equity ETF 0.1 45 20 3.8 +0.2
RWL Invesco S&P 500 Revenue ETF 0.1 39 26 5.7 +2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -6 -0.6 -4.2
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 32 6.1 +2.5
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 7 7.4 +3.8
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -25 2.9 -0.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 50 4.4 +0.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 54 4.2 +0.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 30 5.3 +1.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 25 5.2 +1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 40 4.8 +1.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 53 6.1 +2.5
IFRA iShares U.S. Infrastructure ETF 0.1 30 35 5.5 +1.9
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 12 4.6 +1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 55 4.1 +0.5
DIM WisdomTree International MidCap Dividend Fund 0.1 58 7 6.2 +2.6
PBUS Invesco MSCI USA ETF 0.1 4 61 4.1 +0.5
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 50 4.0 +0.4
STXG Strive 1000 Growth ETF 0.1 18 47 3.1 -0.5
EPS WisdomTree U.S. LargeCap Fund 0.1 8 57 4.6 +1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 36 5.4 +1.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 50 5.0 +1.4
DUHP Dimensional US High Profitability ETF 0.1 21 44 5.0 +1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 56 4.2 +0.6
LRGF iShares U.S. Equity Factor ETF 0.1 8 57 4.4 +0.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 56 3.6 +0.0
MNZL Manzil Russell Halal USA Broad MarketETF 0.1 40 25 3.6 -0.1
IWO iShares Russell 2000 Growth ETF 0.1 24 41 0.5 -3.1
VYM Vanguard High Dividend Yield Index ETF 0.1 6 59 5.9 +2.3
STXK Strive Small-Cap ETF 0.1 18 47 5.1 +1.5
FBCG Fidelity Blue Chip Growth ETF 0.1 59 6 2.0 -1.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 20 5.5 +1.9
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 0 6.1 +2.5
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 55 0.6 -3.0
EBI Longview Advantage ETF 0.1 35 30 5.8 +2.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.1 25 40 4.0 +0.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.1 32 33 5.4 +1.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 7 8.0 +4.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 53 3.5 -0.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.0 25 40 5.8 +2.2
HLAL Wahed FTSE USA Shariah ETF 0.0 50 15 3.4 -0.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 70 -5 6.0 +2.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.0 6 59 2.7 -1.0
IWM iShares Russell 2000 ETF 0.0 19 46 2.5 -1.1
GSPY Gotham Enhanced 500 ETF 0.0 50 15 4.2 +0.6
RSSL Global X Russell 2000 ETF 0.0 8 57 2.6 -1.0
VTWO Vanguard Russell 2000 ETF 0.0 7 58 2.7 -0.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.0 20 45 3.9 +0.3
DIVB iShares Core Dividend ETF 0.0 5 60 6.8 +3.2
ISCB iShares Morningstar Small-Cap ETF 0.0 4 61 5.3 +1.7
SMMD iShares Russell 2500 ETF 0.0 15 50 5.3 +1.7
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 47 4.5 +0.9
VXF Vanguard Extended Market ETF 0.0 5 60 3.6 +0.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 36 3.9 +0.3
VTWV Vanguard Russell 2000 Value ETF 0.0 10 55 4.8 +1.2
IWN iShares Russell 2000 Value ETF 0.0 24 41 4.7 +1.1
DFAS Dimensional U.S. Small Cap ETF 0.0 26 39 5.5 +1.9
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 47 5.5 +1.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 0 0.0 -3.6

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:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.5 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 3.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.66 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.