Global X Copper Miners ETF
ALTAR
Score™		 6.0% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 23.7x P/Sales
ratio		 1.1x
P/BV
ratio		 1.8x 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) $3,337
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 38
Wgt avg mkt cap (mns) $19,216
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 5.5 %
ZIJIN MINING GROUP CO LTD-H 5.4 %
HUDBAY MINERALS INC 5.3 %
FIRST QUANTUM MINERALS LTD 5.1 %
ANTOFAGASTA PLC 4.9 %
KGHM POLSKA MIEDZ S.A. 4.9 %
SUMITOMO METAL MINING CO LTD 4.9 %
BOLIDEN 4.4 %
SOUTHERN COPPER CORP 4.4 %
SANDFIRE RESOURCES NL 3.9 %
Total 48.7 %

TOP COUNTRY EXPOSURE
CANADA 37.6 %
CHINA 12.1 %
AUSTRALIA 8.3 %
UNITED STATES 7.9 %
JAPAN 7.5 %
BRITAIN 5.5 %
POLAND 4.9 %
SWEDEN 4.4 %
SWITZERLAND 3.9 %
GERMANY 3.3 %

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 $61.76
30d moving avg. $60.55
Annualized volatility 32.3%
Short interest (ETF) 5.3%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 2,601
Turnover 4.8%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $751

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 469 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 62.1 35 30 4.8 -1.1
ICOP iShares Copper and Metals Mining ETF 48.2 47 18 7.2 +1.2
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 35.1 85 -20 8.8 +2.9
GMET VanEck Green Metals ETF 34.7 63 2 7.5 +1.5
BATT Amplify Lithium & Battery Technology ETF 26.6 59 6 2.8 -3.1
PICK iShares MSCI Global Metals & Mining Producers ETF 23.2 39 26 11.3 +5.3
DMAT Global X Disruptive Materials ETF 23.0 59 6 6.6 +0.6
EV Mast Global Battery Recycling & Production ETF 16.2 65 0 10.6 +4.6
SETM Sprott Energy Transition Materials ETF 14.3 65 0 2.1 -3.9
AGMI Themes Silver Miners ETF 14.0 35 30 4.5 -1.5
CCNR ALPS CoreCommodity Natural Resources ETF 13.1 39 26 10.0 +4.1
ION ProShares S&P Global Core Battery Metals ETF 12.8 58 7 8.0 +2.0
MXI iShares Global Materials ETF 10.8 41 24 7.7 +1.7
COPJ Sprott Junior Copper Miners ETF 10.4 75 -10 1.7 -4.2
GNR SPDR S&P Global Natural Resources ETF 10.3 40 25 10.9 +5.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 9.1 46 19 9.9 +3.9
FTRI First Trust Indxx Global Natural Resources Income ETF 8.5 70 -5 7.7 +1.8
SILJ ETFMG Prime Junior Silver Miners ETF 7.6 69 -4 1.9 -4.0
EPU iShares MSCI Peru and Global Exposure ETF 7.4 59 6 5.7 -0.2
CGXU Capital Group International Focus Equity ETF 7.2 54 11 5.2 -0.7
AFK VanEck Africa Index ETF 6.2 98 -33 11.5 +5.5
NANR SPDR S&P North American Natural Resources ETF 5.5 35 30 7.8 +1.8
IYM iShares U.S. Basic Materials ETF 5.2 40 25 6.4 +0.4
EPOL iShares MSCI Poland ETF 4.9 59 6 10.9 +4.9
RING iShares MSCI Global Gold Miners ETF 4.9 39 26 4.0 -2.0
CCSO Carbon Collective Climate Solutions US Equity ETF 4.6 35 30 0.9 -5.0
FXZ First Trust Materials AlphaDEX Fund 4.6 61 4 10.3 +4.4
FTWO Strive FAANG 2.0 ETF 4.5 49 16 4.1 -1.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 4.1 65 0 11.5 +5.6
ECNS iShares MSCI China Small-Cap ETF 4.0 59 6 8.4 +2.4
FMAT Fidelity MSCI Materials Index ETF 3.6 8 57 6.6 +0.6
XLB Materials Select Sector SPDR Fund 3.6 8 57 6.9 +0.9
XME SPDR S&P Metals & Mining ETF 3.6 35 30 6.3 +0.3
VAW Vanguard Materials ETF 3.6 9 56 6.5 +0.6
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 3.5 19 46 5.9 -0.1
FLAU Franklin FTSE Australia ETF 3.5 9 56 6.1 +0.2
SCHY Schwab International Dividend Equity ETF 3.5 14 51 9.7 +3.8
DVYA iShares Asia/Pacific Dividend ETF 3.5 49 16 7.5 +1.6
EPP iShares MSCI Pacific ex-Japan ETF 3.5 47 18 5.2 -0.8
EWA iShares MSCI Australia ETF 3.5 50 15 5.7 -0.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 25 8.3 +2.3
JCHI JPMorgan Active China ETF 3.4 65 0 14.9 +8.9
HAP VanEck Natural Resources ETF 3.4 50 15 9.1 +3.2
FGM First Trust Germany AlphaDEX Fund 3.3 80 -15 6.3 +0.3
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 3.0 90 -25 6.8 +0.8
FEM First Trust Emerging Markets AlphaDEX Fund 2.9 80 -15 11.2 +5.2
IDV iShares International Select Dividend ETF 2.8 51 14 10.5 +4.6
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 2.8 60 5 3.6 -2.4
DINT Davis Select International ETF 2.7 55 10 7.7 +1.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.7 45 20 4.0 -1.9
PPIE Putnam PanAgora ESG International Equity ETF 2.6 49 16 7.3 +1.3
IDHQ Invesco S&P International Developed High Quality ETF 2.6 29 36 6.5 +0.6
KNO AXS Knowledge Leaders ETF 2.5 78 -13 6.1 +0.1
IQDF FlexShares International Quality Dividend Index Fund 2.5 47 18 8.8 +2.9
IVRA Invesco Real Assets ESG ETF 2.5 59 6 6.5 +0.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.5 85 -20 3.9 -2.0
OBOR KraneShares MSCI One Belt One Road Index ETF 2.4 79 -14 8.7 +2.7
FNDF Schwab Fundamental International Large Co. Index ETF 2.4 25 40 9.3 +3.3
TTAI FCF International Quality ETF 2.3 59 6 7.4 +1.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.3 47 18 8.0 +2.1
UEVM VictoryShares Emerging Markets Value Momentum ETF 2.3 45 20 10.6 +4.6
FIVA Fidelity International Value Factor ETF 2.2 18 47 9.7 +3.7
FEP First Trust Europe AlphaDEX Fund 2.2 80 -15 9.0 +3.1
ICAP InfraCap Equity Income Fund ETF 2.2 171 -106 6.4 +0.5
QVAL Alpha Architect US Quantitative Value ETF 2.1 39 26 9.8 +3.9
EFV iShares MSCI EAFE Value ETF 2.1 34 31 9.0 +3.0
GCOW Pacer Global Cash Cows Dividend ETF 2.1 60 5 11.1 +5.1
EWU iShares MSCI United Kingdom ETF 2.1 50 15 8.0 +2.1
ILF iShares Latin America 40 ETF 2.1 48 17 12.1 +6.1
FXI iShares China Large-Cap ETF 2.1 74 -9 18.5 +12.5
FCA First Trust China AlphaDEX Fund 2.1 80 -15 8.0 +2.1
BBCA JPMorgan BetaBuilders Canada ETF 2.1 19 46 6.2 +0.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.1 42 23 7.1 +1.1
IGE iShares North American Natural Resources ETF 2.0 41 24 7.6 +1.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.0 45 20 8.6 +2.7
EWC iShares MSCI Canada ETF 2.0 50 15 5.9 -0.1
IDOG ALPS International Sector Dividend Dogs ETF 2.0 50 15 11.9 +5.9
FLGB Franklin FTSE United Kingdom ETF 2.0 9 56 7.4 +1.5
LVHI Franklin International Low Volatility High Dividend Index ET 2.0 40 25 10.2 +4.2
FICS First Trust International Developed Capital Strength ETF 2.0 70 -5 7.6 +1.6
IPAC iShares Core MSCI Pacific ETF 1.9 9 56 6.2 +0.2
FDEM Fidelity Emerging Markets Multifactor ETF 1.9 25 40 12.5 +6.5
DWLD Davis Select Worldwide ETF 1.9 63 2 7.1 +1.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.9 60 5 9.2 +3.3
BIBL Inspire 100 ETF 1.8 35 30 5.0 -1.0
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.8 58 7 6.9 +1.0
IQDG WisdomTree International Quality Dividend Growth Fund 1.8 42 23 7.3 +1.4
EWD iShares MSCI Sweden ETF 1.8 54 11 5.3 -0.7
URA Global X Uranium ETF 1.7 69 -4 1.1 -4.8
FPAG FPA Global Equity ETF 1.7 49 16 5.8 -0.2
DIVI Franklin International Core Dividend Tilt Index ETF 1.7 9 56 7.9 +1.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.7 80 -15 9.2 +3.2
SAGP Strategas Global Policy Opportunities ETF 1.7 65 0 5.5 -0.5
BRAZ Global X Brazil Active ETF 1.7 75 -10 12.2 +6.2
HAPY Harbor Human Capital Factor Unconstrained ETF 1.7 50 15 5.7 -0.3
AGQI First Trust Active Global Quality Income ETF 1.7 85 -20 4.8 -1.1
DTH WisdomTree International High Dividend Fund 1.6 58 7 8.5 +2.6
ECML Euclidean Fundamental Value ETF 1.6 95 -30 11.8 +5.8
VPL Vanguard FTSE Pacific ETF 1.6 7 58 6.5 +0.6
UMMA Wahed Dow Jones Islamic World ETF 1.6 65 0 5.1 -0.9
IVLU iShares MSCI Intl Value Factor ETF 1.6 30 35 10.2 +4.3
ABLD Abacus FCF Real Assets Leaders ETF 1.6 69 -4 7.0 +1.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.6 60 5 6.2 +0.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.6 65 0 -1.4 -7.3
DEHP Dimensional Emerging Markets High Profitability ETF 1.5 41 24 6.3 +0.4
DOL WisdomTree International LargeCap Dividend Fund 1.5 48 17 7.1 +1.2
CRTC Xtrackers US National Critical Technologies ETF 1.5 35 30 4.6 -1.3
OAIM OneAscent International Equity ETF 1.5 95 -30 5.6 -0.4
IQLT iShares MSCI Intl Quality Factor ETF 1.5 30 35 6.2 +0.3
FTHF First Trust Emerging Markets Human Flourishing ETF 1.4 75 -10 7.5 +1.6
SWP SWP Growth & Income ETF 1.4 99 -34 4.0 -1.9
VYMI Vanguard International High Dividend Yield ETF 1.4 17 48 9.6 +3.6
NUDM Nuveen ESG International Developed Markets Equity ETF 1.4 31 34 6.1 +0.2
SLVP iShares MSCI Global Silver Miners ETF 1.4 39 26 5.7 -0.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.4 30 35 7.0 +1.0
YLDE ClearBridge Dividend Strategy ESG ETF 1.3 60 5 5.9 -0.1
ESGD iShares ESG Aware MSCI EAFE ETF 1.3 20 45 6.6 +0.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.3 12 53 5.9 -0.1
DXIV Dimensional International Vector Equity ETF 1.3 34 31 7.8 +1.9
VWID Virtus WMC International Dividend ETF 1.3 49 16 8.5 +2.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.2 58 7 7.0 +1.0
JIRE JPMorgan International Research Enhanced Equity ETF 1.2 24 41 7.1 +1.1
BKIE BNY Mellon International Equity ETF 1.2 4 61 7.0 +1.0
GVAL Cambria Global Value ETF 1.2 68 -3 10.2 +4.3
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.2 20 45 9.7 +3.8
HFXI IQ FTSE International Equity Currency Neutral ETF 1.2 20 45 6.8 +0.8
DUSA Davis Select U.S. Equity ETF 1.2 61 4 7.5 +1.5
BLES Inspire Global Hope ETF 1.2 61 4 6.8 +0.8
WWJD Inspire International ETF 1.2 80 -15 7.3 +1.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.2 36 29 6.3 +0.3
DISV Dimensional International Small Cap Value ETF 1.2 42 23 8.9 +3.0
GXC SPDR S&P China ETF 1.2 59 6 15.0 +9.1
IDEV iShares Core MSCI International Developed Markets ETF 1.2 4 61 6.9 +0.9
FEUZ First Trust Eurozone AlphaDEX ETF 1.1 80 -15 9.1 +3.1
SCHF Schwab International Equity ETF 1.1 6 59 7.1 +1.1
EFA iShares MSCI EAFE ETF 1.1 35 30 6.6 +0.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 16 4.7 -1.3
AVDV Avantis International Small Cap Value ETF 1.1 36 29 9.2 +3.3
GSID Goldman Sachs MarketBeta International Equity ETF 1.1 20 45 6.8 +0.9
DWM WisdomTree International Equity Fund 1.1 48 17 7.4 +1.4
STXI Strive International Developed Markets ETF 1.1 29 36 6.6 +0.6
VEA Vanguard FTSE Developed Markets ETF 1.1 3 62 7.1 +1.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.1 35 30 6.5 +0.6
DIHP Dimensional International High Profitability ETF 1.1 29 36 7.1 +1.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.1 40 25 7.4 +1.4
DFIV Dimensional International Value ETF 1.1 27 38 9.6 +3.6
MCHI iShares MSCI China ETF 1.1 59 6 17.1 +11.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.1 20 45 6.3 +0.4
JPIN J.P. Morgan Diversified Return International Equity ETF 1.1 37 28 8.3 +2.3
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 3 62 6.8 +0.9
JHMD John Hancock Multifactor Developed International ETF 1.0 39 26 7.5 +1.5
IEFA iShares Core MSCI EAFE ETF 1.0 7 58 6.9 +1.0
ACWX iShares MSCI ACWI ex U.S. ETF 1.0 34 31 7.5 +1.5
DFIC Dimensional International Core Equity 2 ETF 1.0 23 42 7.4 +1.4
PTL Inspire 500 ETF 1.0 9 56 5.1 -0.8
LIVR Intelligent Livermore ETF 1.0 69 -4 5.1 -0.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.0 41 24 7.1 +1.1
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.0 65 0 4.1 -1.8
EMC Global X Emerging Markets Great Consumer ETF 1.0 75 -10 10.9 +5.0
MCH Matthews China Active ETF 1.0 79 -14 13.6 +7.7
INTF iShares International Equity Factor ETF 1.0 15 50 7.5 +1.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 1.0 18 47 7.8 +1.8
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 58 7.7 +1.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.9 65 0 4.8 -1.2
AVDS Avantis International Small Cap Equity ETF 0.9 30 35 7.3 +1.3
AVIE Avantis  Inflation Focused Equity ETF 0.9 25 40 7.4 +1.4
FLCA Franklin FTSE Canada ETF 0.9 9 56 6.3 +0.4
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 5 4.0 -2.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.9 4 61 7.9 +2.0
CWI SPDR MSCI ACWI ex-US ETF 0.9 30 35 7.4 +1.4
FLCH Franklin FTSE China ETF 0.9 19 46 15.5 +9.6
SPHB Invesco S&P 500 High Beta ETF 0.9 25 40 4.4 -1.6
DFAI Dimensional International Core Equity Market ETF 0.9 18 47 7.1 +1.1
PEXL Pacer US Export Leaders ETF 0.9 60 5 4.4 -1.6
RFDI First Trust Riverfront Dynamic Developed International ETF 0.9 83 -18 9.3 +3.4
ABFL Abacus FCF Leaders ETF 0.9 59 6 5.4 -0.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.9 30 35 7.7 +1.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 33 6.6 +0.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.8 39 26 7.9 +1.9
ISCF iShares International SmallCap Equity Factor ETF 0.8 23 42 8.2 +2.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.8 49 16 15.2 +9.3
PRAY FIS Christian Stock Fund 0.8 69 -4 5.2 -0.7
AVEM Avantis Emerging Markets Equity ETF 0.8 33 32 8.2 +2.2
GINX SGI Enhanced Global Income ETF 0.8 98 -33 7.0 +1.1
RFFC ALPS Active Equity Opportunity ETF 0.8 48 17 4.3 -1.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.8 8 57 6.1 +0.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 0 7.6 +1.7
VXUS Vanguard Total International Stock ETF 0.8 5 60 7.7 +1.7
CGDV Capital Group Dividend Value ETF 0.8 33 32 4.5 -1.4
AVDE Avantis International Equity ETF 0.8 23 42 7.3 +1.3
WCEO Hypatia Women CEO ETF 0.7 85 -20 3.8 -2.1
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -15 11.9 +6.0
IFRA iShares U.S. Infrastructure ETF 0.7 30 35 6.5 +0.5
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 10.7 +4.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.7 38 27 8.8 +2.9
SGLC SGI U.S. Large Cap Core ETF 0.7 85 -20 3.9 -2.1
RODE Hartford Multifactor Diversified International ETF 0.7 29 36 11.5 +5.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.7 25 40 7.1 +1.1
AVSD Avantis Responsible International Equity ETF 0.7 23 42 5.6 -0.4
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.7 80 -15 8.5 +2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 59 4.1 -1.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.7 49 16 9.2 +3.2
DGT SPDR Global Dow ETF 0.7 50 15 6.8 +0.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 45 5.5 -0.5
DFLV Dimensional US Large Cap Value ETF 0.7 22 43 7.8 +1.8
SCHC Schwab International Small-Cap Equity ETF 0.7 11 54 6.6 +0.6
DEW WisdomTree Global High Dividend Fund 0.7 58 7 8.5 +2.5
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 27 4.5 -1.5
SPEM SPDR Portfolio Emerging Markets ETF 0.7 7 58 10.2 +4.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.7 39 26 15.6 +9.6
EMM Global X Emerging Markets ex-China ETF 0.7 75 -10 6.0 +0.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.7 49 16 9.6 +3.6
DFIS Dimensional International Small Cap ETF 0.6 39 26 7.3 +1.4
AVES Avantis Emerging Markets Value ETF 0.6 36 29 10.8 +4.9
BKF iShares MSCI BIC ETF 0.6 69 -4 13.5 +7.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -15 10.5 +4.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 26 6.7 +0.7
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 23 9.7 +3.7
VGK Vanguard FTSE Europe ETF 0.6 6 59 7.5 +1.5
FLHK Franklin FTSE Hong Kong ETF 0.6 9 56 6.7 +0.8
FLEE Franklin FTSE Europe ETF 0.6 9 56 7.2 +1.3
GDXJ VanEck Junior Gold Miners ETF 0.6 52 13 4.0 -2.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.6 34 31 5.9 -0.0
KALL KraneShares MSCI All China Index ETF 0.6 49 16 15.2 +9.2
SPEU SPDR Portfolio Europe ETF 0.5 7 58 7.4 +1.4
GVLU Gotham 1000 Value ETF 0.5 50 15 9.2 +3.2
IEV iShares Europe ETF 0.5 67 -2 6.8 +0.9
IEUR iShares Core MSCI Europe ETF 0.5 11 54 7.4 +1.4
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 55 5.6 -0.4
GWX SPDR S&P International Small Cap ETF 0.5 40 25 6.0 +0.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.5 30 35 9.7 +3.8
BFOR ALPS Barron's 400 ETF 0.5 65 0 6.2 +0.2
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 56 7.2 +1.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 16 6.9 +0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 23 5.2 -0.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 19 6.5 +0.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 45 6.9 +0.9
EEM iShares MSCI Emerging Markets ETF 0.5 69 -4 9.6 +3.7
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 35 5.9 -0.1
FKU First Trust United Kingdom AlphaDEX Fund 0.5 80 -15 7.3 +1.4
IEMG iShares Core MSCI Emerging Markets ETF 0.5 9 56 9.9 +3.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -1 8.9 +2.9
ECON Columbia Emerging Markets Consumer ETF 0.5 49 16 11.5 +5.5
TPIF Timothy Plan International ETF 0.5 62 3 6.2 +0.2
TEMP JPMorgan Climate Change Solutions ETF 0.5 49 16 5.8 -0.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 50 6.6 +0.6
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 61 6.1 +0.2
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 30 8.8 +2.9
DWMF WisdomTree International Multifactor Fund 0.5 38 27 7.2 +1.2
DFEV Dimensional Emerging Markets Value ETF 0.5 43 22 12.6 +6.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 45 6.5 +0.5
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 7 10.0 +4.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 56 5.1 -0.9
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.4 70 -5 7.6 +1.6
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 7 7.7 +1.7
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.4 58 7 6.9 +1.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.4 41 24 8.4 +2.5
TOK iShares MSCI Kokusai ETF 0.4 26 39 4.9 -1.1
ACWI iShares MSCI ACWI ETF 0.4 32 33 5.4 -0.6
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 4.7 -1.2
URTH iShares MSCI World ETF 0.4 24 41 4.9 -1.0
VT Vanguard Total World Stock ETF 0.4 6 59 5.7 -0.3
DFUV Dimensional US Marketwide Value ETF 0.4 22 43 7.5 +1.6
IOO iShares Global 100 ETF 0.4 41 24 4.5 -1.5
CIL VictoryShares International Volatility Wtd ETF 0.4 45 20 6.6 +0.7
QINT American Century Quality Diversified International ETF 0.4 39 26 7.2 +1.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 25 6.9 +1.0
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.4 35 30 16.4 +10.5
VSGX Vanguard ESG International Stock ETF 0.4 10 55 7.5 +1.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 53 5.4 -0.5
CGGO Capital Group Global Growth Equity ETF 0.4 47 18 4.5 -1.5
VFVA Vanguard U.S. Value Factor ETF 0.4 13 52 11.2 +5.2
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 41 6.3 +0.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.4 49 16 9.5 +3.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 36 7.8 +1.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.4 70 -5 8.7 +2.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.4 24 41 7.5 +1.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 40 7.3 +1.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.4 30 35 8.9 +2.9
VWO Vanguard FTSE Emerging Markets ETF 0.4 7 58 9.9 +3.9
XCNY SPDR S&P Emerging Markets ex-China ETF 0.4 15 50 7.4 +1.5
IWX iShares Russell Top 200 Value ETF 0.4 20 45 6.2 +0.2
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 46 8.7 +2.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 32 9.4 +3.4
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 +2.1
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 23 7.4 +1.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 26 5.8 -0.2
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.3 9 56 9.3 +3.4
MGV Vanguard Mega Cap Value ETF 0.3 7 58 6.6 +0.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.3 36 29 9.2 +3.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 54 9.5 +3.6
FVAL Fidelity Value Factor ETF 0.3 15 50 6.7 +0.7
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
SCHE Schwab Emerging Markets Equity ETF 0.3 11 54 10.6 +4.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 53 5.0 -1.0
FQAL Fidelity Quality Factor ETF 0.3 15 50 5.7 -0.3
SSPY Syntax Stratified LargeCap ETF 0.3 30 35 6.8 +0.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 59 8.2 +2.2
SFYX SoFi Next 500 ETF 0.3 0 65 5.8 -0.2
STXV Strive 1000 Value ETF 0.3 18 47 8.0 +2.1
ROAM Hartford Multifactor Emerging Markets ETF 0.3 44 21 11.5 +5.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.3 65 0 6.5 +0.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.3 15 50 9.7 +3.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 50 7.4 +1.4
FENI Fidelity Enhanced International ETF 0.3 28 37 6.5 +0.5
INEQ Columbia International Equity Income ETF 0.3 45 20 8.0 +2.0
IQSI IQ Candriam International Equity ETF 0.3 15 50 6.6 +0.6
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 40 7.1 +1.1
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -25 3.9 -2.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 40 8.5 +2.6
EWJV iShares MSCI Japan Value ETF 0.3 15 50 8.7 +2.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.3 9 56 4.7 -1.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 53 6.5 +0.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 7 8.6 +2.7
SCJ iShares MSCI Japan Small-Cap ETF 0.3 50 15 6.7 +0.7
VTV Vanguard Value ETF 0.3 4 61 6.9 +0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 5.5 -0.5
AVIV Avantis International Large Cap Value ETF 0.3 25 40 8.4 +2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.3 9 56 6.2 +0.2
DFVX Dimensional US Large Cap Vector ETF 0.2 22 43 6.3 +0.3
RVRB Reverb ETF 0.2 30 35 4.4 -1.6
KLMN Invesco MSCI North America Climate ETF 0.2 9 56 4.8 -1.2
GLOF iShares Global Equity Factor ETF 0.2 20 45 6.3 +0.3
IWD iShares Russell 1000 Value ETF 0.2 19 46 6.4 +0.5
VONV Vanguard Russell 1000 Value ETF 0.2 7 58 6.5 +0.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 13 5.7 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 7 5.5 -0.5
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 6 8.5 +2.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 20 9.8 +3.8
IVE iShares S&P 500 Value ETF 0.2 18 47 6.1 +0.1
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 61 6.2 +0.3
VOOV Vanguard S&P 500 Value ETF 0.2 7 58 6.2 +0.3
STXE Strive Emerging Markets Ex-China ETF 0.2 32 33 7.2 +1.2
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 56 5.6 -0.4
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 53 4.5 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 53 6.0 -0.0
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 61 6.8 +0.8
IUSV iShares Core S&P US Value ETF 0.2 4 61 6.4 +0.4
DIM WisdomTree International MidCap Dividend Fund 0.2 58 7 7.6 +1.7
ACVF American Conservative Values ETF 0.2 75 -10 4.4 -1.6
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 17 6.4 +0.5
KSA iShares MSCI Saudi Arabia ETF 0.2 74 -9 0.0 -6.0
EWUS iShares MSCI United Kingdom Small Cap ETF 0.2 59 6 7.6 +1.7
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 50 7.8 +1.8
AVUS Avantis U.S. Equity ETF 0.2 15 50 5.6 -0.3
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 52 6.5 +0.5
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 55 4.9 -1.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.0 -1.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 45 6.3 +0.3
FLJP Franklin FTSE Japan ETF 0.2 9 56 6.1 +0.2
JHML John Hancock Multifactor Large Cap ETF 0.2 29 36 5.3 -0.7
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 40 11.0 +5.1
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 30 5.1 -0.9
EWJ iShares MSCI Japan ETF 0.2 50 15 5.9 -0.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 4.5 -1.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 6 5.9 -0.1
VIDI Vident International Equity Strategy ETF 0.2 61 4 10.5 +4.6
DXUV Dimensional US Vector Equity ETF 0.2 28 37 6.2 +0.2
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 6 9.0 +3.1
SIZE iShares MSCI USA Size Factor ETF 0.2 15 50 6.1 +0.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 20 4.2 -1.8
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 32 8.2 +2.2
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 46 6.5 +0.6
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 18 5.6 -0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 45 4.9 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 56 5.6 -0.4
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 7 8.3 +2.3
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 56 6.2 +0.2
SHE SPDR MSCI USA Gender Diversity ETF 0.2 20 45 4.9 -1.0
LDEM iShares ESG MSCI EM Leaders ETF 0.2 17 48 13.5 +7.5
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 45 6.7 +0.7
EFG iShares MSCI EAFE Growth ETF 0.2 36 29 4.3 -1.7
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 6.8 +0.8
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 65 4.8 -1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 58 4.7 -1.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 40 7.1 +1.2
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 5.4 -0.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 30 6.0 +0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 25 6.0 +0.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 63 4.8 -1.2
VOTE TCW Transform 500 ETF 0.2 5 60 4.7 -1.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 54 4.8 -1.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 40 7.1 +1.1
CCMG CCM Global Equity ETF 0.1 34 31 8.4 +2.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 48 5.5 -0.5
IWL iShares Russell Top 200 ETF 0.1 15 50 4.5 -1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 55 5.0 -1.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 56 4.7 -1.2
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 16 5.5 -0.5
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 0 4.0 -2.0
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 26 6.7 +0.7
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 40 9.6 +3.6
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 56 4.6 -1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 56 4.5 -1.5
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 47 5.0 -0.9
DFAU Dimensional US Core Equity Market ETF 0.1 12 53 4.9 -1.1
DCOR Dimensional US Core Equity 1 ETF 0.1 14 51 5.3 -0.7
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 53 7.4 +1.4
ILCG iShares Morningstar Growth ETF 0.1 4 61 3.6 -2.4
MGC Vanguard Mega Cap ETF 0.1 7 58 4.5 -1.5
RWL Invesco S&P 500 Revenue ETF 0.1 39 26 6.7 +0.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 33 4.9 -1.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 56 4.6 -1.3
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 62 4.7 -1.3
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -10 7.8 +1.8
XVV iShares ESG Screened S&P 500 ETF 0.1 8 57 4.6 -1.3
IWB iShares Russell 1000 ETF 0.1 15 50 4.7 -1.3
VONE Vanguard Russell 1000 ETF 0.1 7 58 4.8 -1.2
DFUS Dimensional U.S. Equity ETF 0.1 9 56 4.7 -1.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 50 5.2 -0.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 54 5.0 -1.0
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 17 7.0 +1.0
IWV iShares Russell 3000 ETF 0.1 20 45 4.6 -1.4
ILCV iShares Morningstar Value ETF 0.1 4 61 6.3 +0.3
VTHR Vanguard Russell 3000 ETF 0.1 7 58 4.7 -1.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 45 4.6 -1.4
VV Vanguard Large-Cap ETF 0.1 4 61 4.7 -1.3
IVV iShares Core S&P 500 ETF 0.1 3 62 4.8 -1.1
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 63 4.8 -1.1
SPY SPDR S&P 500 ETF Trust 0.1 9 56 4.8 -1.2
VOO Vanguard S&P 500 ETF 0.1 3 62 4.8 -1.1
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 32 8.1 +2.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 36 4.5 -1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 40 5.5 -0.4
STRV Strive 500 ETF 0.1 5 60 4.7 -1.3
PBUS Invesco MSCI USA ETF 0.1 4 61 4.7 -1.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 62 5.0 -1.0
SCHX Schwab U.S. Large-Cap ETF 0.1 3 62 4.8 -1.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 47 4.4 -1.5
IYY iShares Dow Jones U.S. ETF 0.1 20 45 4.7 -1.3
SCHK Schwab 1000 Index ETF 0.1 5 60 4.9 -1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -2 10.2 +4.2
VTI Vanguard Total Stock Market ETF 0.1 3 62 4.8 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 62 4.8 -1.2
SCHB Schwab U.S. Broad Market ETF 0.1 3 62 4.9 -1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 45 7.2 +1.2
SFY SoFi Select 500 ETF 0.1 0 65 4.2 -1.7
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 12 7.4 +1.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 0 7.8 +1.9
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 23 4.1 -1.8
AFLG First Trust Active Factor Large Cap ETF 0.1 55 10 6.2 +0.3
AVUQ Avantis U.S. Quality ETF 0.1 15 50 4.3 -1.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 20 6.7 +0.8
APUE ActivePassive U.S. Equity ETF 0.1 45 20 4.5 -1.5
VYM Vanguard High Dividend Yield Index ETF 0.1 6 59 7.1 +1.1
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 50 5.7 -0.3
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.4 +0.5
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 48 7.3 +1.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 53 4.4 -1.6
HLAL Wahed FTSE USA Shariah ETF 0.0 50 15 4.5 -1.5
EBI Longview Advantage ETF 0.0 35 30 6.5 +0.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 56 5.1 -0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 46 6.3 +0.3
GSPY Gotham Enhanced 500 ETF 0.0 50 15 5.1 -0.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 50 4.6 -1.4
JGRO JPMorgan Active Growth ETF 0.0 44 21 3.3 -2.7
STXG Strive 1000 Growth ETF 0.0 18 47 3.7 -2.2
DIVB iShares Core Dividend ETF 0.0 5 60 8.2 +2.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 36 4.6 -1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 53 4.4 -1.6
QDF FlexShares Quality Dividend Index Fund 0.0 37 28 6.1 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 47 5.3 -0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 36 6.5 +0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.0 37 28 6.0 +0.1

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 11.3 %
Divided by: Fwd. P/BV 1.7 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		 1.65 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.