Global X Lithium & Battery Tech ETF
ALTAR
Score™		 5.8% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 36.0x P/Sales
ratio		 2.4x
P/BV
ratio		 2.2x Div.
yield		 1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Global X Lithium & Battery Tech ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the price and yield performance of the Solactive Global Lithium Index.

FUND BASICS
Category Global Equities
Fund Sponsor Global X Management Co LLC
Website www.globalxfunds.com
Inception date Jul 22, 2010
Assets (mns) $1,510
Currency USD
Expense ratio 75 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) $92,556
Large cap (>$10bn) 42.1%
Mid cap ($2-10bn) 50.2%
Small cap (<$2bn) 7.3%
Developed mkts 43.5%
Emerging mkts 56.5%

TOP TEN HOLDINGS
RIO TINTO PLC-SPON ADR 20.7 %
BEIJING SEVENSTAR ELECTRONICS CO., 7.8 %
PANASONIC CORP 6.7 %
TDK CORP 6.0 %
TESLA MOTORS INC 4.8 %
ALBEMARLE CORP 4.7 %
SAMSUNG SDI CO LTD 4.1 %
CONTEMPORARY AMPEREX TECHNOLOGY CO 3.5 %
EVE ENERGY CO. LTD. CLASS A 3.4 %
BYD CO LTD-H 3.4 %
Total 65.1 %

TOP COUNTRY EXPOSURE
CHINA 31.8 %
BRITAIN 21.8 %
UNITED STATES 12.3 %
JAPAN 11.8 %
SOUTH KOREA 9.9 %
AUSTRALIA 7.6 %
CHILE 3.3 %
CANADA 1.1 %
NETHERLANDS 0.4 %
FRANCE 0.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
21.2% 105.3% 2.4% 13.7% 7.1%

Market Correlations
versus... Beta R-squared
S&P500 1.50 30%
MSCI EAFE 1.24 32%
MSCI Emg. Mkts. 0.99 43%

Technical Indicators
Recent close $69.08
30d moving avg. $76.87
Annualized volatility 32.2%
Short interest (ETF) 3.4%
Relative strength (RSI) 38

Liquidity measures
Avg. volume (thou.) 251
Turnover 1.2%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $38,778

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 645 potential alternatives to the Global X Lithium & Battery Tech ETF ETF based on the alternatives' overlap in portfolio holdings with LIT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: LIT Expense: 75 bp ALTAR Score™: 5.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH LIT
Ticker Fund
Name		 Overlap1
vs LIT
(%)		 Expense
ratio
(bp)		 Savings
vs LIT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs LIT
(%)
EV Mast Global Battery Recycling & Production ETF 30.5 65 10 6.4 +0.6
BATT Amplify Lithium & Battery Technology ETF 29.6 59 16 2.1 -3.7
LIMI Themes Lithium & Battery Metal Miners ETF 25.7 35 40 3.7 -2.1
IDRV iShares Self-driving EV & Tech ETF 23.5 47 28 1.5 -4.3
ION ProShares S&P Global Core Battery Metals ETF 19.6 58 17 7.0 +1.2
ILIT iShares Lithium Miners and Producers ETF 18.1 47 28 4.4 -1.4
SMOG VanEck Low Carbon Energy ETF 15.3 61 14 1.3 -4.5
LITP Sprott Lithium Miners ETF 14.8 65 10 1.3 -4.5
CLNR IQ Cleaner Transport ETF 13.8 45 30 4.0 -1.8
REMX VanEck Rare Earth/Strategic Metals ETF 13.6 54 21 3.4 -2.4
DRIV Global X Autonomous & Electric Vehicles ETF 12.8 68 7 3.3 -2.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 11.9 39 36 1.0 -4.8
SETM Sprott Energy Transition Materials ETF 11.3 65 10 2.0 -3.8
IBAT iShares Energy Storage & Materials ETF 11.1 47 28 1.7 -4.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 10.8 58 17 -1.9 -7.7
ERTH Invesco MSCI Sustainable Future ETF 9.8 62 13 3.2 -2.6
SLX VanEck Steel ETF 9.6 56 19 10.8 +5.0
MOTO SmartETFs Smart Transportation & Technology ETF 9.1 68 7 5.5 -0.3
CGRO CoreValues Alpha Greater China Growth ETF 9.0 75 0 5.3 -0.5
CARZ First Trust NASDAQ Global Auto Index Fund 8.4 70 5 2.4 -3.4
JCHI JPMorgan Active China ETF 8.2 65 10 15.4 +9.6
ACES ALPS Clean Energy ETF 8.1 55 20 -2.8 -8.6
GMET VanEck Green Metals ETF 7.3 63 12 0.9 -4.9
KGRN KraneShares MSCI China Clean Technology Index ETF 6.9 79 -4 3.7 -2.1
OCEN IQ Clean Oceans ETF 6.8 45 30 4.6 -1.2
CXSE WisdomTree China ex-State-Owned Enterprises Fund 6.5 32 43 14.1 +8.3
MINV Matthews Asia Innovators Active ETF 6.3 79 -4 5.5 -0.3
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 6.2 55 20 6.2 +0.4
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 6.0 65 10 6.2 +0.4
RXI iShares Global Consumer Discretionary ETF 5.7 41 34 8.4 +2.6
JIVE JPMorgan International Value ETF 5.1 55 20 8.1 +2.3
PBW Invesco WilderHill Clean Energy ETF 5.0 66 9 -3.0 -8.8
XT iShares Exponential Technologies ETF 4.8 46 29 3.9 -1.9
CTEC Global X CleanTech ETF 4.7 50 25 0.0 -5.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.6 40 35 5.7 -0.1
CGGR Capital Group Growth ETF 4.6 39 36 2.6 -3.2
TCHI iShares MSCI China Multisector Tech ETF 4.5 59 16 14.1 +8.3
SFYF SoFi Social 50 ETF 4.3 29 46 0.8 -5.0
PBD Invesco Global Clean Energy ETF 4.2 75 0 0.3 -5.5
FDG American Century Focused Dynamic Growth ETF 4.1 45 30 1.9 -3.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.1 8 67 4.5 -1.3
IVES Wedbush ETFMG Global Cloud Technology ETF 4.1 68 7 3.7 -2.1
LRGE ClearBridge Large Cap Growth ESG ETF 4.1 59 16 2.7 -3.1
TXS Texas Capital Texas Equity Index ETF 4.1 49 26 5.0 -0.8
AGIX KraneShares Artificial Intelligence and Technology ETF 4.1 99 -24 1.1 -4.7
ARKK ARK Innovation ETF 4.1 75 0 -2.8 -8.6
ARKQ ARK Autonomous Technology & Robotics ETF 4.1 75 0 1.0 -4.8
ARKW ARK Next Generation Internet ETF 4.1 87 -12 0.6 -5.2
FTXR First Trust Nasdaq Transportation ETF 4.1 60 15 6.5 +0.8
TRUD VanEck Consumer Disc TruSector ETF 4.1 14 61 3.0 -2.8
GXPD Global X PureCap MSCI Consumer Discretionary ETF 4.1 25 50 3.7 -2.1
IYC iShares U.S. Consumer Discretionary ETF 4.1 40 35 3.7 -2.1
TEXN iShares Texas Equity ETF 4.1 20 55 5.1 -0.7
XLY Consumer Discretionary Select Sector SPDR 4.1 8 67 4.7 -1.1
YALL God Bless America ETF 4.1 65 10 4.6 -1.2
BOTT Themes Robotics & Automation ETF 4.1 35 40 -4.8 -10.6
BCOR Grayscale Bitcoin Adopters ETF 4.1 59 16 2.0 -3.8
AGIQ Sofi Agentic AI ETF 4.1 69 6 7.1 +1.3
HUMN Roundhill Humanoid Robotics ETF 4.1 75 0 1.4 -4.4
VCR Vanguard Consumer Discretionary ETF 4.1 9 66 4.5 -1.3
MFMO Motley Fool Momentum Factor ETF 3.9 50 25 2.0 -3.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.8 12 63 3.6 -2.2
MNZL Manzil Russell Halal USA Broad MarketETF 3.8 40 35 3.7 -2.1
TOPT iShares Top 20 U.S. Stocks ETF 3.8 20 55 3.2 -2.6
MCH Matthews China Active ETF 3.8 79 -4 15.0 +9.2
MGK Vanguard Mega Cap Growth ETF 3.7 7 68 17.4 +11.6
SCHG Schwab U.S. Large-Cap Growth ETF 3.7 4 71 3.4 -2.4
RND First Trust Bloomberg R&D Leaders ETF 3.7 60 15 2.5 -3.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.6 9 66 4.2 -1.6
IQM Franklin Intelligent Machines ETF 3.5 50 25 1.1 -4.7
QTOP iShares Nasdaq Top 30 Stocks ETF 3.5 20 55 2.8 -3.0
NUEM Nuveen ESG Emerging Markets Equity ETF 3.5 36 39 6.0 +0.2
ONEQ Fidelity Nasdaq Composite Index ETF 3.5 21 54 2.9 -2.9
XLG Invesco S&P 500 Top 50 ETF 3.4 20 55 3.7 -2.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.4 10 65 3.7 -2.1
QQQ Invesco QQQ Trust Series I 3.4 20 55 3.2 -2.6
QQQM Invesco NASDAQ 100 ETF 3.4 15 60 3.3 -2.5
CVAR Cultivar ETF 3.4 87 -12 7.0 +1.3
ICOP iShares Copper and Metals Mining ETF 3.4 47 28 5.9 +0.1
FBOT Fidelity Disruptive Automation ETF 3.4 50 25 3.0 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.4 10 65 4.2 -1.6
NACP Impact Shares NAACP Minority Empowerment ETF 3.3 49 26 3.6 -2.2
EGUS iShares ESG Aware MSCI USA Growth ETF 3.3 18 57 3.0 -2.8
VONG Vanguard Russell 1000 Growth ETF 3.3 7 68 3.7 -2.1
KTEC KraneShares Hang Seng TECH Index ETF 3.3 69 6 21.7 +15.9
CHIQ Global X MSCI China Consumer Discretionary ETF 3.3 65 10 14.2 +8.5
FXI iShares China Large-Cap ETF 3.3 74 1 21.3 +15.5
SUSL iShares ESG MSCI USA Leaders ETF 3.2 10 65 4.2 -1.6
HLAL Wahed FTSE USA Shariah ETF 3.2 50 25 3.6 -2.2
DSI iShares MSCI KLD 400 Social ETF 3.2 25 50 4.2 -1.6
SPHB Invesco S&P 500 High Beta ETF 3.2 25 50 3.6 -2.2
IWF iShares Russell 1000 Growth ETF 3.1 19 56 14.9 +9.1
VUG Vanguard Growth ETF 3.1 4 71 20.8 +15.0
PRXG Praxis Impact Large Cap Growth ETF 3.1 36 39 3.2 -2.6
IWY iShares Russell Top 200 Growth ETF 3.1 20 55 3.7 -2.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.1 49 26 7.4 +1.6
FFOG Franklin Focused Growth ETF 3.1 61 14 1.6 -4.2
SAMM Strategas Macro Momentum ETF 3.1 66 9 3.8 -2.0
FELG Fidelity Enhanced Large Cap Growth ETF 2.9 18 57 3.4 -2.4
JGRO JPMorgan Active Growth ETF 2.9 44 31 2.5 -3.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.9 45 30 3.6 -2.2
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 2.9 75 0 2.0 -3.8
FLKR Franklin FTSE South Korea ETF 2.9 9 66 4.3 -1.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 66 4.9 -0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.8 7 68 4.4 -1.4
QQMG Invesco ESG NASDAQ 100 ETF 2.7 20 55 3.2 -2.6
BUZZ VanEck Social Sentiment ETF 2.7 75 0 -0.7 -6.5
FLCH Franklin FTSE China ETF 2.7 19 56 18.2 +12.4
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.6 60 15 0.8 -5.0
AIEQ AI Powered Equity ETF 2.5 75 0 3.6 -2.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.5 40 35 6.0 +0.2
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.5 60 15 6.6 +0.9
QGRW WisdomTree U.S. Quality Growth Fund 2.5 28 47 2.9 -2.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.4 45 30 1.9 -3.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.4 58 17 3.6 -2.2
INCE Franklin Income Equity Focus ETF 2.3 29 46 5.4 -0.4
OEF iShares S&P 100 ETF 2.3 20 55 3.8 -2.0
MDLV Morgan Dempsey Large Cap Value ETF 2.3 58 17 5.8 +0.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.3 15 60 4.2 -1.6
XLB Materials Select Sector SPDR 2.3 8 67 5.6 -0.2
USMC Principal U.S. Mega-Cap ETF 2.3 12 63 3.5 -2.3
STXG Strive 1000 Growth ETF 2.2 18 57 3.3 -2.5
GGRW Gabelli Growth Innovators ETF 2.2 90 -15 2.1 -3.7
FTAG First Trust Indxx Global Agriculture ETF 2.2 70 5 7.1 +1.3
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 40 3.3 -2.5
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 2.2 58 17 5.6 -0.2
AIQ Global X Artificial Intelligence & Technology ETF 2.2 68 7 2.8 -3.0
EWJV iShares MSCI Japan Value ETF 2.2 15 60 6.8 +1.0
MEM Matthews Emerging Markets Equity Active ETF 2.2 79 -4 8.5 +2.7
EWY iShares MSCI South Korea ETF 2.1 58 17 3.4 -2.4
ETEC iShares Breakthrough Environmental Solutions ETF 2.1 47 28 3.0 -2.8
PBUS Invesco MSCI USA ETF 2.1 4 71 4.2 -1.6
MGC Vanguard Mega Cap ETF 2.1 7 68 3.9 -1.9
OTGL OTG Latin America ETF 2.1 269 -194 7.8 +2.0
GRNY Fundstrat Granny Shots US Large Cap ETF 2.1 75 0 2.1 -3.7
SPXN ProShares S&P 500 Ex-Financials ETF 2.1 9 66 4.0 -1.8
TMFC Motley Fool 100 Index ETF 2.1 50 25 3.0 -2.8
RAUS RACWI US ETF 2.1 15 60 4.1 -1.7
TOPC iShares S&P 500 3% Capped ETF 2.1 15 60 4.3 -1.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.1 8 67 4.4 -1.4
KLMN Invesco MSCI North America Climate ETF 2.0 9 66 4.3 -1.5
GXLC Global X U.S. 500 ETF 2.0 2 73 4.1 -1.7
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.0 60 15 4.3 -1.5
JPXN iShares JPX-Nikkei 400 ETF 2.0 48 27 5.3 -0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 43 3.9 -1.9
NUDM Nuveen ESG International Developed Markets Equity ETF 2.0 31 44 5.4 -0.4
EWJ iShares MSCI Japan ETF 2.0 50 25 4.8 -1.0
HEWJ iShares Currency Hedged MSCI Japan ETF 2.0 50 25 5.2 -0.6
IWL iShares Russell Top 200 ETF 2.0 15 60 3.9 -1.9
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 2.0 65 10 4.6 -1.2
VOOG Vanguard S&P 500 Growth ETF 2.0 7 68 18.7 +12.9
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 66 3.9 -1.9
JADE JPMorgan Active Developing Markets Equity ETF 2.0 65 10 6.0 +0.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.0 4 71 3.1 -2.7
IYM iShares U.S. Basic Materials ETF 2.0 40 35 4.7 -1.1
PICK iShares MSCI Global Metals & Mining Producers ETF 2.0 39 36 8.6 +2.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.0 10 65 4.2 -1.6
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 66 4.1 -1.7
RVRB Reverb ETF 1.9 30 45 3.7 -2.1
FDMO Fidelity Momentum Factor ETF 1.9 15 60 2.4 -3.4
XVV iShares ESG Screened S&P 500 ETF 1.9 8 67 4.1 -1.7
XNTK State Street SPDR NYSE Technology ETF 1.9 35 40 2.5 -3.3
IVW iShares S&P 500 Growth ETF 1.9 18 57 3.0 -2.8
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 30 2.3 -3.5
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -20 2.1 -3.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 66 4.0 -1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 68 4.1 -1.7
NBDS Neuberger Berman Disrupters ETF 1.9 55 20 0.7 -5.1
POW VistaShares Electrification Supercycle ETF 1.9 75 0 2.2 -3.6
IMOM Alpha Architect International Quantitative Momentum ETF 1.9 49 26 4.4 -1.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.9 60 15 4.3 -1.5
GINN Goldman Sachs Innovate Equity ETF 1.9 52 23 3.7 -2.1
HAP VanEck Natural Resources ETF 1.9 50 25 6.9 +1.1
SPMV Invesco S&P 500 Minimum Variance ETF 1.9 10 65 5.3 -0.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.9 32 43 7.5 +1.7
ILCG iShares Morningstar Growth ETF 1.8 4 71 3.1 -2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 75 12.4 +6.7
IUSG iShares Core S&P U.S. Growth ETF 1.8 4 71 3.1 -2.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 55 4.0 -1.8
OEI Optimized Equity Income ETF 1.8 75 0 3.6 -2.2
USRD Themes US R&D Champions ETF 1.8 29 46 3.9 -1.9
VOTE TCW Transform 500 ETF 1.8 5 70 4.1 -1.7
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 46 4.0 -1.8
VUSG Vanguard Wellington U.S. Growth Active ETF 1.8 35 40 2.6 -3.2
BOTZ Global X Robotics & Artificial Intelligence ETF 1.8 69 6 2.1 -3.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 45 3.7 -2.1
PATN Pacer Nasdaq International Patent Leaders ETF 1.8 65 10 4.1 -1.7
CHRI Global X S&P 500 Christian Values ETF 1.8 29 46 4.0 -1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 73 4.2 -1.6
JPEF JPMorgan Equity Focus ETF 1.8 50 25 3.8 -2.0
VV Vanguard Large-Cap ETF 1.8 4 71 4.1 -1.7
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 73 4.2 -1.6
SPY SPDR S&P 500 ETF 1.8 9 66 4.2 -1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 61 4.1 -1.7
VOO Vanguard S&P 500 ETF 1.8 3 72 4.2 -1.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.8 75 0 1.8 -4.0
ILF iShares Latin America 40 ETF 1.7 48 27 9.6 +3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 63 4.4 -1.4
DFUS Dimensional U.S. Equity ETF 1.7 9 66 4.1 -1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 64 4.1 -1.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 39 36 1.1 -4.7
ABLD Abacus FCF Real Assets Leaders ETF 1.7 69 6 6.8 +1.0
IVV iShares Core S&P 500 ETF 1.7 3 72 4.2 -1.6
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -4 3.4 -2.4
EMC Global X Emerging Markets Great Consumer ETF 1.7 75 0 7.2 +1.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.7 60 15 4.6 -1.2
SUSA iShares MSCI USA ESG Select ETF 1.7 25 50 4.0 -1.8
SCHX Schwab U.S. Large-Cap ETF 1.7 3 72 4.3 -1.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.7 18 57 3.9 -1.9
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 60 4.1 -1.7
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 72 4.1 -1.7
MCHI iShares MSCI China ETF 1.7 59 16 20.7 +14.9
VONE Vanguard Russell 1000 ETF 1.7 7 68 4.2 -1.6
EQL Alps Equal Sector Weight ETF 1.7 25 50 5.1 -0.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.6 3 72 4.4 -1.4
DBJP Xtrackers MSCI Japan Hedged Equity ETF 1.6 47 28 4.5 -1.3
SCHK Schwab 1000 Index ETF 1.6 5 70 4.2 -1.6
FBCG Fidelity Blue Chip Growth ETF 1.6 59 16 2.2 -3.6
IWB iShares Russell 1000 ETF 1.6 15 60 4.1 -1.7
HDUS Hartford Disciplined US Equity ETF 1.6 19 56 4.7 -1.1
LDEM iShares ESG MSCI EM Leaders ETF 1.6 17 58 12.8 +7.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.6 25 50 4.1 -1.7
IYY iShares Dow Jones U.S. ETF 1.6 20 55 4.1 -1.7
VTI Vanguard Total Stock Market ETF 1.6 3 72 4.1 -1.7
GPT Intelligent Alpha Atlas ETF 1.6 69 6 6.1 +0.3
SCHB Schwab U.S. Broad Market ETF 1.6 3 72 4.2 -1.6
VTHR Vanguard Russell 3000 ETF 1.6 7 68 4.1 -1.7
BBJP JPMorgan BetaBuilders Japan ETF 1.6 19 56 5.2 -0.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.6 60 15 5.7 -0.1
IWV iShares Russell 3000 ETF 1.6 20 55 4.0 -1.8
DFAU Dimensional US Core Equity Market ETF 1.6 12 63 4.3 -1.5
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -10 3.6 -2.2
APUE ActivePassive U.S. Equity ETF 1.5 45 30 3.9 -1.9
JSML Janus Henderson Small Cap Growth Alpha ETF 1.5 30 45 2.6 -3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 72 4.1 -1.7
YNOT Horizon Digital Frontier ETF 1.5 75 0 2.6 -3.2
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.5 45 30 -0.0 -5.8
FLAU Franklin FTSE Australia ETF 1.5 9 66 5.9 +0.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.5 4 71 5.6 -0.2
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 65 4.9 -0.9
PPIE Putnam PanAgora ESG International Equity ETF 1.5 49 26 6.3 +0.5
VOOV Vanguard S&P 500 Value ETF 1.5 7 68 5.6 -0.2
IVE iShares S&P 500 Value ETF 1.5 18 57 5.5 -0.3
DTAN Sparkline International Intangible Value ETF 1.5 55 20 7.3 +1.5
ILCV iShares Morningstar Value ETF 1.5 4 71 5.3 -0.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.5 22 53 4.1 -1.7
FMAT Fidelity MSCI Materials Index ETF 1.5 8 67 5.2 -0.6
IPAC iShares Core MSCI Pacific ETF 1.5 9 66 5.4 -0.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 10 7.3 +1.6
EEMO Invesco S&P Emerging Markets Momentum ETF 1.5 29 46 6.7 +0.9
VPL Vanguard FTSE Pacific ETF 1.4 7 68 5.2 -0.6
TMAT Main Thematic Innovation ETF 1.4 164 -89 -1.9 -7.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 40 10.9 +5.1
IUSV iShares Core S&P US Value ETF 1.4 4 71 5.8 -0.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 1.4 33 42 6.7 +0.9
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.4 25 50 5.4 -0.4
DXJ WisdomTree Japan Hedged Equity Fund 1.4 48 27 5.1 -0.7
DSPY Tema S&P 500 Historical Weight ETF 1.4 18 57 4.4 -1.4
FLJP Franklin FTSE Japan ETF 1.4 9 66 5.3 -0.5
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 60 4.6 -1.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 19 6.7 +0.9
FLJH Franklin FTSE Japan Hedged ETF 1.4 9 66 4.9 -0.9
ACVF American Conservative Values ETF 1.4 75 0 3.7 -2.1
BRIF FIS Bright Portfolios Focused Equity ETF 1.4 65 10 3.3 -2.5
TIIV AAM Todd International Intrinsic Value ETF 1.4 54 21 9.5 +3.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 66 4.4 -1.4
URTH iShares MSCI World ETF 1.4 24 51 4.3 -1.5
MXI iShares Global Materials ETF 1.3 41 34 6.3 +0.5
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.3 25 50 6.1 +0.3
SFY SoFi Select 500 ETF 1.3 0 75 3.7 -2.1
TOK iShares MSCI Kokusai ETF 1.3 26 49 4.3 -1.5
SMOT VanEck Morningstar SMID Moat ETF 1.3 49 26 6.3 +0.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 50 4.8 -1.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 10 4.6 -1.2
GSPY Gotham Enhanced 500 ETF 1.3 50 25 4.4 -1.4
THRO iShares U.S. Thematic Rotation Active ETF 1.3 90 -15 3.1 -2.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.3 25 50 5.4 -0.4
ACWI iShares MSCI ACWI ETF 1.3 32 43 4.6 -1.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 63 3.8 -2.0
LRGF iShares U.S. Equity Factor ETF 1.2 8 67 4.6 -1.2
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 57 4.3 -1.5
FLAX Franklin FTSE Asia Ex Japan ETF 1.2 19 56 7.2 +1.4
GXC SPDR S & P China ETF 1.2 59 16 19.2 +13.4
NIKL Sprott Nickel Miners ETF 1.2 75 0 9.3 +3.5
VT Vanguard Total World Stock ETF 1.2 6 69 5.0 -0.8
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 50 5.3 -0.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.2 42 33 4.0 -1.8
VAW Vanguard Materials ETF 1.2 9 66 5.2 -0.6
HGRO Hedgeye Quality Growth ETF 1.2 70 5 3.4 -2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 66 4.8 -1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 66 4.3 -1.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 14 1.5 -4.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 55 4.7 -1.1
JHEM John Hancock Multifactor Emerging Markets ETF 1.2 49 26 7.6 +1.8
BAI iShares AI Innovation and Tech Active ETF 1.1 55 20 1.0 -4.8
TAX Cambria Tax Aware ETF 1.1 49 26 4.1 -1.7
DEHP Dimensional Emerging Markets High Profitability ETF 1.1 41 34 4.8 -1.0
GQI Natixis Gateway Quality Income ETF 1.1 34 41 4.6 -1.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.1 55 20 3.0 -2.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 1.1 15 60 8.9 +3.1
IVLU iShares MSCI Intl Value Factor ETF 1.1 30 45 8.0 +2.2
VAMO Cambria Value & Momentum ETF 1.1 61 14 5.1 -0.7
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.1 20 55 12.9 +7.1
XCEM Columbia EM Core ex-China ETF 1.1 16 59 5.0 -0.8
FJP First Trust Japan AlphaDEX Fund 1.1 80 -5 7.6 +1.8
POWR iShares U.S. Power Infrastructure ETF 1.1 40 35 4.1 -1.7
FENI Fidelity Enhanced International ETF 1.1 28 47 5.7 -0.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.0 45 30 -1.5 -7.2
BKEM BNY Mellon Emerging Markets Equity ETF 1.0 11 64 24.1 +18.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 1.0 36 39 7.6 +1.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 1.0 66 9 7.3 +1.5
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 50 4.5 -1.3
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 57 4.6 -1.2
FPWR First Trust EIP Power Solutions ETF 1.0 96 -21 4.4 -1.4
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 40 2.6 -3.2
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -20 2.5 -3.3
JIG JPMorgan International Growth ETF 1.0 55 20 3.6 -2.2
BUL Pacer US Cash Cows Growth ETF 1.0 60 15 3.5 -2.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 60 5.0 -0.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 14 -0.7 -6.5
INRO iShares U.S. Industry Rotation Active ETF 1.0 42 33 3.5 -2.3
BKF iShares MSCI BIC ETF 1.0 69 6 14.8 +9.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 40 3.4 -2.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.9 60 15 6.1 +0.3
ICAP InfraCap Equity Income Fund ETF 0.9 171 -96 4.5 -1.3
DTEC ALPS Disruptive Technologies ETF 0.9 50 25 3.6 -2.2
MODL VictoryShares WestEnd U.S. Sector ETF 0.9 42 33 4.0 -1.8
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.9 30 45 4.0 -1.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 45 3.6 -2.2
GOP Unusual Whales Subversive Republican Trading ETF 0.9 50 25 4.2 -1.6
FIVA Fidelity International Value Factor ETF 0.9 18 57 7.2 +1.4
ECON Columbia Emerging Markets Consumer ETF 0.9 49 26 6.6 +0.8
EWA iShares MSCI Australia ETF 0.9 50 25 5.3 -0.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.9 15 60 8.0 +2.2
VIGI Vanguard International Dividend Appreciation ETF 0.9 10 65 6.0 +0.2
YOKE Yoke Core ETF 0.9 42 33 3.6 -2.2
ROE Astoria US Quality Kings ETF 0.9 49 26 5.3 -0.5
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 10 6.9 +1.1
AVIV Avantis International Large Cap Value ETF 0.9 25 50 6.9 +1.1
JHML John Hancock Multifactor Large Cap ETF 0.9 29 46 4.5 -1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.9 70 5 2.0 -3.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.9 25 50 7.4 +1.6
AIPO Defiance AI & Power Infrastructure ETF 0.9 69 6 0.8 -5.0
HFXI IQ FTSE International Equity Currency Neutral ETF 0.9 20 55 5.6 -0.2
BGRO iShares Large Cap Growth Active ETF 0.8 55 20 1.9 -3.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.8 49 26 7.5 +1.8
AVUS Avantis U.S. Equity ETF 0.8 15 60 4.7 -1.1
RFFC ALPS Active Equity Opportunity ETF 0.8 48 27 3.7 -2.1
AVDE Avantis International Equity ETF 0.8 23 52 6.2 +0.4
ESGE iShares ESG Aware MSCI EM ETF 0.8 25 50 8.3 +2.5
ZAP Global X U.S. Electrification ETF 0.8 50 25 3.4 -2.4
WWJD Inspire International ETF 0.8 80 -5 6.4 +0.6
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.8 88 -13 8.4 +2.6
DFAE Dimensional Emerging Core Equity Market ETF 0.8 35 40 7.0 +1.2
VFMO Vanguard U.S. Momentum Factor ETF 0.8 13 62 1.7 -4.1
AIA iShares Asia 50 ETF 0.8 50 25 7.6 +1.8
AVUQ Avantis U.S. Quality ETF 0.8 15 60 3.6 -2.2
VSGX Vanguard ESG International Stock ETF 0.8 10 65 6.5 +0.8
FESM Fidelity Enhanced Small Cap ETF 0.8 28 47 2.1 -3.7
PY Principal Value ETF 0.8 15 60 7.0 +1.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.8 14 61 5.2 -0.6
GLOF iShares Global Equity Factor ETF 0.7 20 55 5.6 -0.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.7 24 51 5.2 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 4.5 -1.3
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 37 7.9 +2.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.7 70 5 6.9 +1.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.7 50 25 8.4 +2.6
IQDG WisdomTree International Quality Dividend Growth Fund 0.7 42 33 5.7 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 46 4.0 -1.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.7 30 45 8.0 +2.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.7 58 17 5.3 -0.5
SDG iShares MSCI Global Sustainable Development Goals ETF 0.7 49 26 4.6 -1.2
QINT American Century Quality Diversified International ETF 0.7 39 36 6.5 +0.8
JAVA JPMorgan Active Value ETF 0.7 44 31 5.4 -0.4
AFSM First Trust Active Factor Small Cap ETF 0.7 75 0 5.4 -0.4
ROAM Hartford Multifactor Emerging Markets ETF 0.7 44 31 7.7 +1.9
FXZ First Trust Materials AlphaDEX Fund 0.7 61 14 7.1 +1.3
LST Leuthold Select Industries ETF 0.7 91 -16 4.8 -1.0
IQSI IQ Candriam International Equity ETF 0.7 15 60 5.6 -0.2
EPS WisdomTree U.S. LargeCap Fund 0.7 8 67 4.7 -1.1
DCOR Dimensional US Core Equity 1 ETF 0.7 14 61 4.5 -1.3
MAGA Point Bridge America First ETF 0.7 72 3 5.1 -0.7
EEM iShares MSCI Emerging Markets ETF 0.7 69 6 7.8 +2.0
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.7 69 6 7.5 +1.7
RWL Invesco S&P 500 Revenue ETF 0.7 39 36 5.6 -0.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.6 30 45 7.6 +1.8
AVDS Avantis International Small Cap Equity ETF 0.6 30 45 6.1 +0.3
BLES Inspire Global Hope ETF 0.6 61 14 5.7 -0.1
IVSI Applied Finance IVS International Large ETF 0.6 65 10 5.8 +0.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 55 5.4 -0.4
DGT State Street SPDR Global Dow ETF 0.6 50 25 5.7 -0.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.6 4 71 6.7 +0.9
VWO Vanguard FTSE Emerging Markets ETF 0.6 7 68 9.2 +3.4
IMTM iShares MSCI Intl Momentum Factor ETF 0.6 30 45 4.7 -1.1
CWI SPDR MSCI ACWI ex-US ETF 0.6 30 45 6.4 +0.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.6 35 40 5.6 -0.2
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 55 5.7 -0.1
EMXF iShares ESG Advanced MSCI EM ETF 0.6 16 59 6.6 +0.9
PSC Principal U.S. Small-Cap ETF 0.6 38 37 3.5 -2.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 57 6.3 +0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 46 5.5 -0.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.6 12 63 6.1 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 68 5.2 -0.6
IEMG iShares Core MSCI Emerging Markets ETF 0.6 9 66 8.2 +2.4
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.6 20 55 5.5 -0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 71 16.8 +11.0
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 30 9.7 +3.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 40 6.7 +0.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 45 6.4 +0.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 34 5.9 +0.1
EPP iShares MSCI Pacific ex-Japan ETF 0.6 47 28 5.0 -0.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.6 38 37 7.1 +1.3
DMXF iShares ESG Advanced MSCI EAFE ETF 0.6 12 63 4.9 -0.9
VXUS Vanguard Total International Stock ETF 0.6 5 70 6.6 +0.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 15 6.6 +0.8
EFG iShares MSCI EAFE Growth ETF 0.6 36 39 3.8 -2.0
VEA Vanguard FTSE Developed Markets ETF 0.6 3 72 5.9 +0.1
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 50 5.9 +0.1
DFIV Dimensional International Value ETF 0.6 27 48 7.7 +1.9
SCHF Schwab International Equity ETF 0.6 6 69 5.9 +0.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 72 5.8 +0.0
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 13 1.5 -4.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 40 35 6.2 +0.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 41 6.3 +0.5
TRFM AAM Transformers ETF 0.5 49 26 1.0 -4.8
IEFA iShares Core MSCI EAFE ETF 0.5 7 68 6.0 +0.2
EFA iShares MSCI EAFE ETF 0.5 35 40 5.7 -0.1
HEFA iShares Currency Hedged MSCI EAFE ETF 0.5 35 40 5.6 -0.2
IUS Invesco RAFI Strategic US ETF 0.5 19 56 5.5 -0.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.5 41 34 7.0 +1.2
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 68 6.6 +0.8
EFV iShares MSCI EAFE Value ETF 0.5 34 41 7.5 +1.7
UIVM VictoryShares International Value Momentum ETF 0.5 35 40 8.0 +2.2
JGLO JPMorgan Global Select Equity ETF 0.5 33 42 4.3 -1.5
STXM Strive Mid-Cap ETF 0.5 18 57 5.9 +0.1
GWX SPDR S&P International Small Cap ETF 0.5 40 35 6.1 +0.3
VTWV Vanguard Russell 2000 Value ETF 0.5 10 65 4.7 -1.1
IWN iShares Russell 2000 Value ETF 0.5 24 51 4.5 -1.3
CGUS Capital Group Core Equity ETF 0.5 33 42 3.5 -2.3
RSP Invesco S&P 500 Equal Weight ETF 0.5 20 55 5.8 0.0
IDEV iShares Core MSCI International Developed Markets ETF 0.5 4 71 6.0 +0.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.5 39 36 8.5 +2.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 10 65 4.1 -1.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.5 15 60 4.1 -1.7
DFAI Dimensional International Core Equity Market ETF 0.5 18 57 6.0 +0.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.5 15 60 6.1 +0.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 55 5.8 0.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 36 6.8 +1.0
CCSO Carbon Collective Climate Solutions US Equity ETF 0.5 35 40 1.0 -4.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.5 49 26 8.7 +2.9
PRF Invesco FTSE RAFI US 1000 ETF 0.5 34 41 5.5 -0.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 58 4.1 -1.7
APIE ActivePassive International Equity ETF 0.5 45 30 6.3 +0.5
BIBL Inspire 100 ETF 0.5 35 40 4.1 -1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 30 6.7 +0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 15 6.1 +0.3
SSPY Syntax Stratified LargeCap ETF 0.4 30 45 6.0 +0.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.4 33 42 6.1 +0.3
AVSE Avantis Responsible Emerging Markets Equity ETF 0.4 33 42 6.7 +0.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -5 9.5 +3.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 50 7.3 +1.6
SMOX Horizon Small/Mid Cap Core Equity ETF 0.4 75 0 5.1 -0.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 69 2.7 -3.1
DFIC Dimensional International Core Equity 2 ETF 0.4 23 52 6.2 +0.5
WSML iShares MSCI World Small-Cap ETF 0.4 15 60 5.3 -0.5
ISCB iShares Morningstar Small-Cap ETF 0.4 4 71 5.2 -0.6
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 69 7.5 +1.7
PSET Principal Quality ETF 0.4 15 60 4.9 -0.9
GINX SGI Enhanced Global Income ETF 0.4 98 -23 6.6 +0.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 26 6.1 +0.3
EWN iShares MSCI Netherlands ETF 0.4 50 25 4.4 -1.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 16 8.6 +2.8
STXK Strive Small-Cap ETF 0.4 18 57 5.0 -0.8
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 50 5.1 -0.7
BKIE BNY Mellon International Equity ETF 0.4 4 71 17.9 +12.1
AVEM Avantis Emerging Markets Equity ETF 0.4 33 42 7.1 +1.3
SCHE Schwab Emerging Markets Equity ETF 0.4 11 64 9.4 +3.6
STOX Horizon Core Equity ETF 0.4 70 5 3.6 -2.2
SFTY Horizon Managed Risk ETF 0.4 77 -2 3.5 -2.3
VBR Vanguard Small Cap Value ETF 0.4 7 68 7.7 +1.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 40 6.2 +0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 66 5.2 -0.6
JHMD John Hancock Multifactor Developed International ETF 0.4 39 36 6.2 +0.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.4 36 39 5.2 -0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 51 5.8 +0.0
FVD First Trust Value Line Dividend Index Fund 0.4 65 10 5.6 -0.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 50 5.8 +0.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.4 17 58 4.6 -1.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 55 0.8 -5.0
GVLU Gotham 1000 Value ETF 0.4 50 25 8.1 +2.3
AVMC Avantis U.S. Mid Cap Equity ETF 0.4 18 57 6.0 +0.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 50 6.1 +0.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.4 25 50 6.0 +0.3
DXIV Dimensional International Vector Equity ETF 0.4 34 41 6.6 +0.8
DOL WisdomTree International LargeCap Dividend Fund 0.4 48 27 5.6 -0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 60 6.6 +0.9
DFEV Dimensional Emerging Markets Value ETF 0.4 43 32 9.5 +3.7
EBI Longview Advantage ETF 0.4 35 40 5.8 +0.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.4 20 55 6.1 +0.3
STXI Strive International Developed Markets ETF 0.4 29 46 6.3 +0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 10 1.4 -4.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 71 15.0 +9.2
AVSD Avantis Responsible International Equity ETF 0.4 23 52 5.9 +0.1
SPEM SPDR Portfolio Emerging Markets ETF 0.3 7 68 9.5 +3.7
EMLP First Trust North American Energy Infrastructure Fund 0.3 95 -20 4.6 -1.2
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 71 5.8 -0.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 58 4.8 -1.0
VB Vanguard Small-Cap ETF 0.3 5 70 5.1 -0.7
UMMA Wahed Dow Jones Islamic World ETF 0.3 65 10 3.5 -2.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 51 7.0 +1.2
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 33 5.8 +0.0
ARGT Global X MSCI Argentina ETF 0.3 59 16 3.2 -2.6
SMMD iShares Russell 2500 ETF 0.3 15 60 5.3 -0.5
EIPI FT Energy Income Partners Enhanced Income ETF 0.3 110 -35 5.4 -0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 56 5.0 -0.8
USEW Cambria US EW ETF 0.3 30 45 4.1 -1.7
DIHP Dimensional International High Profitability ETF 0.3 29 46 5.8 -0.0
AFLG First Trust Active Factor Large Cap ETF 0.3 55 20 5.0 -0.8
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 51 5.6 -0.2
SDY State Street SPDR S&P Dividend ETF 0.3 35 40 6.0 +0.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 36 7.0 +1.2
CIL VictoryShares International Volatility Wtd ETF 0.3 45 30 5.9 +0.1
GEW Cambria Global EW ETF 0.3 29 46 5.4 -0.4
MADE iShares U.S. Manufacturing ETF 0.3 40 35 3.5 -2.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 26 13.5 +7.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 60 4.8 -1.0
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 47 8.3 +2.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 51 6.9 +1.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.3 47 28 7.1 +1.3
EZM WisdomTree U.S. MidCap Fund 0.3 38 37 7.8 +2.0
ROUS Hartford Multifactor US Equity ETF 0.3 19 56 5.3 -0.5
DFAS Dimensional U.S. Small Cap ETF 0.3 26 49 5.4 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 64 11 1.2 -4.6
VBK Vanguard Small-Cap Growth ETF 0.3 7 68 1.2 -4.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 55 3.8 -2.0
CBSE Clough Select Equity ETF 0.3 85 -10 0.3 -5.5
NIXT Research Affiliates Deletions ETF 0.3 9 66 6.2 +0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 63 5.8 +0.0
IGRO iShares International Dividend Growth ETF 0.3 15 60 6.6 +0.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.3 53 22 5.1 -0.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 46 6.2 +0.4
RSSL Global X Russell 2000 ETF 0.3 8 67 2.6 -3.2
MDY SPDR S&P Midcap 400 ETF Trust 0.3 23 52 5.8 +0.0
STXE Strive Emerging Markets Ex-China ETF 0.2 32 43 5.1 -0.7
DFIS Dimensional International Small Cap ETF 0.2 39 36 6.2 +0.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.2 12 63 5.3 -0.5
IWM iShares Russell 2000 ETF 0.2 19 56 2.5 -3.3
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 23 6.4 +0.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 72 6.0 +0.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 68 6.0 +0.2
IJH iShares Core S&P Mid-Cap ETF 0.2 5 70 6.0 +0.2
TPIF Timothy Plan International ETF 0.2 62 13 5.6 -0.2
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 51 5.7 -0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 0.2 80 -5 3.5 -2.3
VTWO Vanguard Russell 2000 ETF 0.2 7 68 2.6 -3.2
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.2 75 0 6.3 +0.5
ISMD Inspire Small/Mid Cap ETF 0.2 54 21 4.7 -1.1
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 60 4.8 -1.0
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.2 39 36 13.6 +7.8
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 33 5.4 -0.4
FDEM Fidelity Emerging Markets Multifactor ETF 0.2 25 50 10.5 +4.7
BRF VanEck Brazil Small-Cap ETF 0.2 66 9 12.0 +6.2
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 16 12.2 +6.4
CNYA iShares MSCI China A ETF 0.2 60 15 6.4 +0.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 35 3.5 -2.3
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 66 6.5 +0.7
IXN iShares Global Tech ETF 0.2 41 34 2.7 -3.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 5 6.7 +0.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 36 6.2 +0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 17 5.1 -0.7
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 50 7.6 +1.8
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 55 7.2 +1.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 35 5.6 -0.2
SCHA Schwab U.S. Small-Cap ETF 0.2 4 71 4.2 -1.6
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 66 5.4 -0.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 36 7.6 +1.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 45 6.1 +0.3
DWM WisdomTree International Equity Fund 0.2 48 27 5.6 -0.2
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 60 6.4 +0.6
IWS iShares Russell Mid-Cap Value ETF 0.2 23 52 5.9 +0.1
SCHC Schwab International Small-Cap Equity ETF 0.2 11 64 6.8 +1.0
FRDM Freedom 100 Emerging Markets ETF 0.2 49 26 5.4 -0.4
INTF iShares International Equity Factor ETF 0.2 15 60 6.5 +0.7
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 52 7.3 +1.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 30 8.0 +2.2
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -14 4.3 -1.5
SIZE iShares MSCI USA Size Factor ETF 0.2 15 60 5.4 -0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 60 6.0 +0.2
PEXL Pacer US Export Leaders ETF 0.2 60 15 3.0 -2.8
DXUV Dimensional US Vector Equity ETF 0.2 28 47 5.1 -0.7
QGRO American Century U.S. Quality Growth ETF 0.2 29 46 4.0 -1.8
VFMF Vanguard U.S. Multifactor ETF 0.2 18 57 6.3 +0.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 67 6.5 +0.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.1 80 -5 7.0 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 5.2 -0.6
AVDV Avantis International Small Cap Value ETF 0.1 36 39 7.9 +2.1
PTL Inspire 500 ETF 0.1 9 66 4.4 -1.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 60 5.0 -0.8
IWR iShares Russell Midcap ETF 0.1 19 56 5.3 -0.5
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 40 5.3 -0.5
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.4 -2.4
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 6.0 +0.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 35 5.2 -0.6
HEDJ WisdomTree Europe Hedged Equity Fund 0.1 58 17 6.0 +0.2
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 33 6.9 +1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 4.0 -1.8
VIS Vanguard Industrials ETF 0.1 9 66 3.6 -2.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 4 -0.6 -6.4
FIDU Fidelity MSCI Industrial Index ETF 0.1 8 67 3.6 -2.2
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 17 7.7 +1.9
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 55 4.6 -1.2
VXF Vanguard Extended Market ETF 0.1 5 70 3.7 -2.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 50 6.1 +0.3
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 52 5.3 -0.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 36 3.4 -2.4
DISV Dimensional International Small Cap Value ETF 0.1 42 33 8.2 +2.4
VIG Vanguard Dividend Appreciation ETF 0.1 5 70 4.9 -0.9
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 17 8.6 +2.8
VYM Vanguard High Dividend Yield Index ETF 0.1 6 69 6.0 +0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 63 5.2 -0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 0 3.1 -2.7
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 65 4.4 -1.4
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 71 5.6 -0.2
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 17 7.5 +1.7
PRXV Praxis Impact Large Cap Value ETF 0.1 36 39 5.4 -0.4
IWD iShares Russell 1000 Value ETF 0.1 19 56 5.2 -0.6
VONV Vanguard Russell 1000 Value ETF 0.1 7 68 5.3 -0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 55 4.2 -1.6
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 47 5.6 -0.2
EMGF iShares Emerging Markets Equity Factor ETF 0.0 25 50 9.0 +3.2
PFM Invesco Dividend Achievers ETF 0.0 53 22 4.7 -1.1
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 57 5.3 -0.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 41 5.2 -0.6
IWO iShares Russell 2000 Growth ETF 0.0 24 51 0.5 -5.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 64 4.3 -1.5
DFLV Dimensional US Large Cap Value ETF 0.0 22 53 6.0 +0.2
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 65 0.6 -5.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 30 5.4 -0.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 55 5.9 +0.1
DIVB iShares Core Dividend ETF 0.0 5 70 6.7 +0.9
STXV Strive 1000 Value ETF 0.0 18 57 6.7 +0.9
SPEU SPDR Portfolio Europe ETF 0.0 7 68 6.5 +0.7
IEUR iShares Core MSCI Europe ETF 0.0 11 64 6.4 +0.6
DFSV Dimensional US Small Cap Value ETF 0.0 31 44 8.5 +2.7
VGK Vanguard FTSE Europe ETF 0.0 6 69 6.5 +0.7

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 Lithium & Battery Tech 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 14.1 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 5.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 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.