Global X Lithium & Battery Tech ETF
ALTAR
Score™		 5.9% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 39.0x P/Sales
ratio		 1.3x
P/BV
ratio		 1.7x Div.
yield		 1.3%


  • 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) $905
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 39
Wgt avg mkt cap (mns) $74,518
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
ALBEMARLE CORP 7.8 %
BYD CO LTD-H 6.2 %
PANASONIC CORP 6.2 %
QUIMICA Y MINERA CHIL-SP ADR 5.4 %
BEIJING SEVENSTAR ELECTRONICS CO., 5.2 %
EVE ENERGY CO. LTD. CLASS A 5.0 %
TESLA MOTORS INC 4.9 %
CONTEMPORARY AMPEREX TECHNOLOGY CO 4.9 %
JIANGXI GANFENG LITHIUM CO., LTD. 4.8 %
TIANQI LITHIUM INDUSTRIES, INC. CL 4.0 %
Total 54.4 %

TOP COUNTRY EXPOSURE
CHINA 46.1 %
UNITED STATES 18.1 %
JAPAN 10.3 %
SOUTH KOREA 9.8 %
AUSTRALIA 7.5 %
CHILE 5.2 %
CANADA 1.7 %
NETHERLANDS 0.5 %
FRANCE 0.4 %


HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.1% -11.0% 8.5% 6.9% 2.9%

Market Correlations
versus... Beta R-squared
S&P500 0.98 31%
MSCI EAFE 0.96 30%
MSCI Emg. Mkts. 1.09 39%

Technical Indicators
Recent close $38.62
30d moving avg. $41.08
Annualized volatility 30.3%
Short interest (ETF) 4.4%
Relative strength (RSI) 42

Liquidity measures
Avg. volume (thou.) 214
Turnover 0.9%
Bid/Ask (% of price) 0.11%
ADV underlying (mns) $38,778

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 594 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™: 5.9%


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
(%)
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 35.1 72 3 -1.2 -7.1
BATT Amplify Lithium & Battery Technology ETF 34.5 59 16 3.8 -2.1
EV Mast Global Battery Recycling & Production ETF 31.3 65 10 11.6 +5.7
LIMI Themes Lithium & Battery Metal Miners ETF 29.9 35 40 0.0 -5.9
ILIT iShares Lithium Miners and Producers ETF 27.2 47 28 7.0 +1.1
LITP Sprott Lithium Miners ETF 21.4 65 10 4.8 -1.1
IDRV iShares Self-driving EV & Tech ETF 19.9 47 28 2.5 -3.4
REMX VanEck Rare Earth/Strategic Metals ETF 17.4 54 21 5.6 -0.3
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 16.1 58 17 -3.5 -9.5
ION ProShares S&P Global Core Battery Metals ETF 16.0 58 17 11.2 +5.3
SETM Sprott Energy Transition Materials ETF 15.6 65 10 4.7 -1.3
DMAT Global X Disruptive Materials ETF 14.5 59 16 9.2 +3.2
SMOG VanEck Low Carbon Energy ETF 14.3 61 14 1.5 -4.4
IBAT iShares Energy Storage & Materials ETF 14.2 47 28 5.3 -0.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 13.4 45 30 0.0 -5.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 13.3 39 36 -1.1 -7.1
ERTH Invesco MSCI Sustainable Future ETF 12.6 62 13 2.5 -3.5
KGRN KraneShares MSCI China Clean Technology Index ETF 11.1 79 -4 3.8 -2.2
DRIV Global X Autonomous & Electric Vehicles ETF 11.0 68 7 6.8 +0.9
CLNR IQ Cleaner Transport ETF 10.5 45 30 7.3 +1.3
ACES ALPS Clean Energy ETF 10.3 55 20 -4.2 -10.1
MOTO SmartETFs Smart Transportation & Technology ETF 8.9 68 7 7.8 +1.8
CARZ First Trust NASDAQ Global Auto Index Fund 8.1 70 5 6.0 +0.1
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 8.1 85 -10 8.0 +2.0
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 7.6 55 20 8.1 +2.2
GMET VanEck Green Metals ETF 6.5 63 12 10.8 +4.9
RXI iShares Global Consumer Discretionary ETF 6.3 41 34 9.2 +3.3
CHIQ Global X MSCI China Consumer Discretionary ETF 6.2 65 10 13.7 +7.8
CGRO CoreValues Alpha Greater China Growth ETF 6.2 75 0 4.0 -2.0
MINV Matthews Asia Innovators Active ETF 5.6 79 -4 7.7 +1.8
PBW Invesco WilderHill Clean Energy ETF 5.6 66 9 -6.0 -11.9
SFYF SoFi Social 50 ETF 5.5 29 46 0.0 -5.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 5.5 32 43 17.8 +11.8
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 5.3 65 10 7.9 +1.9
FXI iShares China Large-Cap ETF 5.1 74 1 18.1 +12.2
VCR Vanguard Consumer Discretionary ETF 5.0 10 65 4.9 -1.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.0 8 67 4.9 -1.1
IYC iShares U.S. Consumer Discretionary ETF 5.0 40 35 4.1 -1.9
RNEW VanEck Green Infrastructure ETF 5.0 45 30 -2.0 -7.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.9 75 0 3.5 -2.5
FDG American Century Focused Dynamic Growth ETF 4.9 45 30 2.4 -3.5
IQM Franklin Intelligent Machines ETF 4.9 50 25 2.6 -3.3
ARKK ARK Innovation ETF 4.9 75 0 -3.3 -9.2
ARKQ ARK Autonomous Technology & Robotics ETF 4.9 75 0 0.2 -5.7
ARKW ARK Next Generation Internet ETF 4.9 87 -12 -1.3 -7.3
FTXR First Trust Nasdaq Transportation ETF 4.9 60 15 10.4 +4.4
XLY Consumer Discretionary Select Sector SPDR Fund 4.9 8 67 5.1 -0.8
SPRX Spear Alpha ETF 4.9 75 0 -0.0 -6.0
RAYC Rayliant Quantamental China Equity ETF 4.9 80 -5 9.0 +3.1
CGGR Capital Group Growth ETF 4.7 39 36 3.7 -2.3
YALL God Bless America ETF 4.7 65 10 4.3 -1.6
TCHI iShares MSCI China Multisector Tech ETF 4.5 59 16 22.4 +16.4
CCSO Carbon Collective Climate Solutions US Equity ETF 4.3 35 40 1.9 -4.1
CNYA iShares MSCI China A ETF 4.2 60 15 7.2 +1.3
TXS Texas Capital Texas Equity Index ETF 4.1 49 26 5.1 -0.8
FFOG Franklin Focused Growth ETF 3.9 61 14 2.8 -3.2
MTUM iShares MSCI USA Momentum Factor ETF 3.7 15 60 3.9 -2.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.6 58 17 5.5 -0.4
BUZZ VanEck Social Sentiment ETF 3.5 75 0 -1.3 -7.2
VEGN US Vegan Climate ETF 3.5 60 15 4.6 -1.3
QTOP iShares Nasdaq Top 30 Stocks ETF 3.5 20 55 4.8 -1.2
GSFP Goldman Sachs Future Planet Equity ETF 3.4 75 0 4.8 -1.1
PBD Invesco Global Clean Energy ETF 3.3 75 0 0.4 -5.5
HLAL Wahed FTSE USA Shariah ETF 3.2 50 25 5.2 -0.8
NUEM Nuveen ESG Emerging Markets Equity ETF 3.2 36 39 8.1 +2.2
ZSB USCF Sustainable Battery Metals Strategy Fund 3.2 61 14 17.4 +11.4
EWY iShares MSCI South Korea ETF 3.1 58 17 10.5 +4.5
KALL KraneShares MSCI All China Index ETF 3.1 49 26 15.3 +9.3
FBOT Fidelity Disruptive Automation ETF 3.1 50 25 4.0 -2.0
MCH Matthews China Active ETF 3.1 79 -4 15.3 +9.4
TEMP JPMorgan Climate Change Solutions ETF 3.1 49 26 5.9 -0.1
MGK Vanguard Mega Cap Growth ETF 3.1 7 68 4.5 -1.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.1 10 65 3.3 -2.7
FLKR Franklin FTSE South Korea ETF 3.1 9 66 11.2 +5.2
FPXI First Trust International Equity Opportunities ETF 3.0 70 5 3.9 -2.1
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 60 4.5 -1.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.9 10 65 5.3 -0.7
TOPT iShares Top 20 U.S. Stocks ETF 2.9 20 55 4.7 -1.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.9 40 35 7.8 +1.9
IVW iShares S&P 500 Growth ETF 2.9 18 57 4.5 -1.4
GQQQ Astoria US Quality Growth Kings ETF 2.9 35 40 5.6 -0.3
VOOG Vanguard S&P 500 Growth ETF 2.9 10 65 4.6 -1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.9 9 66 5.0 -1.0
SPYG SPDR Portfolio S&P 500 Growth ETF 2.9 4 71 4.7 -1.3
IWY iShares Russell Top 200 Growth ETF 2.9 20 55 4.9 -1.0
DSI iShares MSCI KLD 400 Social ETF 2.9 25 50 5.2 -0.8
ONEQ Fidelity Nasdaq Composite Index ETF 2.9 21 54 4.3 -1.7
SCHG Schwab U.S. Large-Cap Growth ETF 2.8 4 71 4.4 -1.6
SUSL iShares ESG MSCI USA Leaders ETF 2.8 10 65 5.3 -0.6
OCEN IQ Clean Oceans ETF 2.8 45 30 5.7 -0.2
EGUS iShares ESG Aware MSCI USA Growth ETF 2.8 18 57 4.5 -1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.8 10 65 4.2 -1.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.8 12 63 4.8 -1.1
XT iShares Exponential Technologies ETF 2.7 46 29 5.5 -0.5
ILCG iShares Morningstar Growth ETF 2.7 4 71 4.1 -1.8
IUSG iShares Core S&P U.S. Growth ETF 2.7 4 71 4.7 -1.2
ETEC iShares Breakthrough Environmental Solutions ETF 2.7 47 28 5.8 -0.2
SPHB Invesco S&P 500 High Beta ETF 2.7 25 50 5.3 -0.6
USMC Principal U.S. Mega-Cap ETF 2.7 12 63 5.0 -1.0
RND First Trust Bloomberg R&D Leaders ETF 2.7 60 15 3.0 -3.0
QGRW WisdomTree U.S. Quality Growth Fund 2.7 28 47 4.7 -1.2
BRIF FIS Bright Portfolios Focused Equity ETF 2.6 65 10 4.9 -1.1
VUG Vanguard Growth ETF 2.6 4 71 4.3 -1.6
HAIL SPDR S&P Kensho Smart Mobility ETF 2.6 45 30 2.0 -3.9
MCHI iShares MSCI China ETF 2.6 59 16 17.8 +11.9
IWF iShares Russell 1000 Growth ETF 2.6 19 56 4.8 -1.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.6 12 63 4.5 -1.4
VONG Vanguard Russell 1000 Growth ETF 2.6 8 67 4.9 -1.1
QQQ Invesco QQQ Trust Series I 2.6 20 55 4.6 -1.4
XLG Invesco S&P 500 Top 50 ETF 2.5 20 55 5.1 -0.9
FELG Fidelity Enhanced Large Cap Growth ETF 2.5 18 57 5.2 -0.7
QQQM Invesco NASDAQ 100 ETF 2.5 15 60 4.6 -1.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.5 15 60 6.4 +0.4
DARP Grizzle Growth ETF 2.4 75 0 4.7 -1.2
FLCH Franklin FTSE China ETF 2.4 19 56 17.2 +11.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.4 32 43 5.2 -0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.4 45 30 4.9 -1.0
CTEC Global X CleanTech ETF 2.4 50 25 2.2 -3.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 46 5.1 -0.8
JGRO JPMorgan Active Growth ETF 2.3 44 31 3.9 -2.0
JCHI JPMorgan Active China ETF 2.2 65 10 16.8 +10.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 26 4.9 -1.0
LDEM iShares ESG MSCI EM Leaders ETF 2.2 17 58 12.9 +6.9
AOTG AOT Growth and Innovation ETF 2.2 75 0 2.4 -3.6
SNPE Xtrackers S&P 500 ESG ETF 2.2 10 65 5.4 -0.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 66 5.6 -0.4
DEHP Dimensional Emerging Markets High Profitability ETF 2.2 41 34 6.5 +0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.2 7 68 5.2 -0.7
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.1 60 15 1.9 -4.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.1 8 67 5.3 -0.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.1 45 30 3.5 -2.5
GRNY Fundstrat Granny Shots US Large Cap ETF 2.1 75 0 3.7 -2.2
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.1 60 15 8.0 +2.0
BLLD JPMorgan Sustainable Infrastructure ETF 2.1 49 26 4.8 -1.1
TIME Clockwise Core Equity & Innovation ETF 2.1 95 -20 8.1 +2.2
OEF iShares S&P 100 ETF 2.1 20 55 5.1 -0.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.1 75 0 3.5 -2.5
QINT American Century Quality Diversified International ETF 2.1 39 36 7.6 +1.7
BGRO iShares Large Cap Growth Active ETF 2.0 55 20 3.3 -2.6
NIKL Sprott Nickel Miners ETF 2.0 75 0 15.7 +9.8
AIA iShares Asia 50 ETF 2.0 50 25 14.7 +8.8
AIQ Global X Artificial Intelligence & Technology ETF 2.0 68 7 4.7 -1.3
QQMG Invesco ESG NASDAQ 100 ETF 2.0 20 55 4.6 -1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 0 3.7 -2.2
STXG Strive 1000 Growth ETF 1.9 18 57 4.2 -1.7
WRND IQ Global Equity R&D Leaders ETF 1.9 18 57 7.9 +1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 63 5.1 -0.8
SPXN ProShares S&P 500 Ex-Financials ETF 1.8 9 66 5.0 -0.9
PATN Pacer Nasdaq International Patent Leaders ETF 1.8 65 10 4.0 -2.0
XNTK SPDR NYSE Technology ETF 1.7 35 40 4.4 -1.6
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.7 20 55 11.3 +5.4
FDMO Fidelity Momentum Factor ETF 1.7 15 60 4.1 -1.9
IWL iShares Russell Top 200 ETF 1.7 15 60 5.1 -0.9
EATV VegTech Plant-based Innovation & Climate ETF 1.7 75 0 5.4 -0.5
MGC Vanguard Mega Cap ETF 1.7 7 68 5.1 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 9 66 4.4 -1.5
SRHQ SRH U.S. Quality ETF 1.7 35 40 7.6 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.7 60 15 4.7 -1.3
ACSI American Customer Satisfaction ETF 1.6 65 10 5.2 -0.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.6 15 60 4.3 -1.7
XVV iShares ESG Screened S&P 500 ETF 1.6 8 67 5.1 -0.8
NBDS Neuberger Berman Disrupters ETF 1.6 55 20 1.0 -5.0
FVAL Fidelity Value Factor ETF 1.6 15 60 7.3 +1.4
CBSE Clough Select Equity ETF 1.6 85 -10 1.6 -4.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.6 32 43 9.6 +3.7
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 66 5.0 -0.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.6 60 15 6.4 +0.5
DGT SPDR Global Dow ETF 1.6 50 25 7.5 +1.5
ECON Columbia Emerging Markets Consumer ETF 1.6 49 26 12.9 +7.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 61 5.2 -0.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 66 4.7 -1.2
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 16 4.0 -1.9
OALC OneAscent Large Cap Core ETF 1.5 86 -11 4.6 -1.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 68 5.2 -0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.5 15 60 5.1 -0.9
PBUS Invesco MSCI USA ETF 1.5 4 71 5.2 -0.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 55 5.0 -0.9
BKF iShares MSCI BIC ETF 1.5 69 6 13.0 +7.1
MEM Matthews Emerging Markets Equity Active ETF 1.5 79 -4 8.5 +2.6
TMFC Motley Fool 100 Index ETF 1.5 50 25 4.1 -1.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 75 5.3 -0.7
COWS Amplify Cash Flow Dividend Leaders ETF 1.5 0 75 12.7 +6.8
ILF iShares Latin America 40 ETF 1.5 48 27 13.5 +7.5
VOO Vanguard S&P 500 ETF 1.5 3 72 5.3 -0.6
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -4 4.3 -1.6
IVV iShares Core S&P 500 ETF 1.5 3 72 5.3 -0.7
GXC SPDR S&P China ETF 1.5 59 16 16.7 +10.7
SPLG SPDR Portfolio S&P 500 ETF 1.5 2 73 5.3 -0.6
SPY SPDR S&P 500 ETF Trust 1.5 9 66 5.2 -0.7
VOTE TCW Transform 500 ETF 1.5 5 70 5.2 -0.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.5 40 35 6.2 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 73 5.3 -0.7
IYM iShares U.S. Basic Materials ETF 1.5 40 35 6.7 +0.8
STRV Strive 500 ETF 1.5 5 70 5.2 -0.8
SUSA iShares MSCI USA ESG Select ETF 1.5 25 50 5.0 -1.0
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.5 25 50 7.4 +1.5
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 60 5.1 -0.8
KLMN Invesco MSCI North America Climate ETF 1.4 9 66 5.3 -0.7
CNRG SPDR S&P Kensho Clean Power ETF 1.4 45 30 -0.1 -6.0
VV Vanguard Large-Cap ETF 1.4 4 71 5.2 -0.7
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 72 5.2 -0.7
DFUS Dimensional U.S. Equity ETF 1.4 9 66 5.3 -0.6
EMC Global X Emerging Markets Great Consumer ETF 1.4 75 0 8.5 +2.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 64 5.2 -0.7
EWJV iShares MSCI Japan Value ETF 1.4 15 60 9.8 +3.8
SCHX Schwab U.S. Large-Cap ETF 1.4 3 72 5.3 -0.6
RVRB Reverb ETF 1.4 30 45 3.7 -2.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 19 6.3 +0.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.4 3 72 5.5 -0.5
NUDM Nuveen ESG International Developed Markets Equity ETF 1.4 31 44 6.6 +0.7
EEMA iShares MSCI Emerging Markets Asia ETF 1.4 49 26 10.7 +4.8
USRD Themes US R&D Champions ETF 1.4 29 46 5.6 -0.3
IWB iShares Russell 1000 ETF 1.4 15 60 5.2 -0.8
IYY iShares Dow Jones U.S. ETF 1.4 20 55 5.1 -0.8
VONE Vanguard Russell 1000 ETF 1.4 8 67 5.3 -0.7
SCHK Schwab 1000 Index ETF 1.4 5 70 5.3 -0.6
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.4 40 35 5.7 -0.2
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 33 5.0 -1.0
INRO iShares U.S. Industry Rotation Active ETF 1.3 42 33 4.1 -1.8
JPXN iShares JPX-Nikkei 400 ETF 1.3 48 27 7.5 +1.6
IWV iShares Russell 3000 ETF 1.3 20 55 5.0 -0.9
VTHR Vanguard Russell 3000 ETF 1.3 10 65 5.2 -0.8
SCHB Schwab U.S. Broad Market ETF 1.3 3 72 5.3 -0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 72 5.2 -0.8
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 5 8.1 +2.1
VTI Vanguard Total Stock Market ETF 1.3 3 72 5.2 -0.8
FTGS First Trust Growth Strength ETF 1.3 60 15 5.6 -0.4
EWJ iShares MSCI Japan ETF 1.3 50 25 7.1 +1.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.3 49 26 6.0 +0.0
APUE ActivePassive U.S. Equity ETF 1.3 45 30 4.9 -1.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 1.3 47 28 7.1 +1.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 1.2 70 5 9.8 +3.9
GINN Goldman Sachs Innovate Equity ETF 1.2 52 23 4.4 -1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 40 5.7 -0.2
ESGE iShares ESG Aware MSCI EM ETF 1.2 25 50 10.7 +4.7
HDUS Hartford Disciplined US Equity ETF 1.2 19 56 5.9 -0.1
FLAX Franklin FTSE Asia Ex Japan ETF 1.2 19 56 10.8 +4.9
CVAR Cultivar ETF 1.2 87 -12 6.1 +0.2
DFAU Dimensional US Core Equity Market ETF 1.2 12 63 5.5 -0.4
FBCG Fidelity Blue Chip Growth ETF 1.2 59 16 3.4 -2.6
FFND Future Fund Active ETF 1.2 100 -25 4.7 -1.3
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.2 79 -4 5.9 -0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 66 5.5 -0.5
BBJP JPMorgan BetaBuilders Japan ETF 1.2 19 56 7.6 +1.6
URTH iShares MSCI World ETF 1.1 24 51 5.5 -0.5
ACWI iShares MSCI ACWI ETF 1.1 32 43 6.0 +0.0
TOK iShares MSCI Kokusai ETF 1.1 26 49 5.2 -0.8
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 65 6.1 +0.1
ACVF American Conservative Values ETF 1.1 75 0 4.5 -1.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 1.1 15 60 8.6 +2.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.1 30 45 5.0 -0.9
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 50 5.9 -0.1
DTAN Sparkline International Intangible Value ETF 1.1 55 20 7.2 +1.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 14 1.4 -4.6
PICK iShares MSCI Global Metals & Mining Producers ETF 1.1 39 36 14.1 +8.2
FJP First Trust Japan AlphaDEX Fund 1.1 80 -5 10.3 +4.4
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 60 5.7 -0.2
FELC Fidelity Enhanced Large Cap Core ETF 1.1 18 57 5.6 -0.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.1 25 50 5.9 -0.1
EEM iShares MSCI Emerging Markets ETF 1.1 69 6 10.7 +4.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.1 60 15 4.4 -1.6
LRGF iShares U.S. Equity Factor ETF 1.0 8 67 5.8 -0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 55 6.0 +0.1
BKEM BNY Mellon Emerging Markets Equity ETF 1.0 11 64 11.8 +5.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 1.0 66 9 10.2 +4.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.0 60 15 5.3 -0.6
FLJP Franklin FTSE Japan ETF 1.0 9 66 7.0 +1.0
VT Vanguard Total World Stock ETF 1.0 7 68 6.3 +0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 66 6.1 +0.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 1.0 30 45 10.6 +4.6
FLJH Franklin FTSE Japan Hedged ETF 1.0 9 66 6.7 +0.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 1.0 36 39 11.2 +5.2
FIVA Fidelity International Value Factor ETF 1.0 18 57 10.5 +4.6
IEMG iShares Core MSCI Emerging Markets ETF 0.9 9 66 10.9 +5.0
DFAE Dimensional Emerging Core Equity Market ETF 0.9 35 40 10.2 +4.2
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.9 45 30 11.1 +5.1
GURU Global X Guru Index ETF 0.9 75 0 4.2 -1.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.9 49 26 10.5 +4.6
VPL Vanguard FTSE Pacific ETF 0.9 8 67 7.7 +1.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 14 -1.1 -7.0
XLB Materials Select Sector SPDR Fund 0.9 8 67 6.2 +0.2
TRFM AAM Transformers ETF 0.9 49 26 1.9 -4.1
FEM First Trust Emerging Markets AlphaDEX Fund 0.9 80 -5 13.8 +7.9
DVYA iShares Asia/Pacific Dividend ETF 0.9 49 26 8.9 +3.0
MXI iShares Global Materials ETF 0.9 41 34 8.0 +2.1
GSPY Gotham Enhanced 500 ETF 0.9 50 25 5.5 -0.5
IVLU iShares MSCI Intl Value Factor ETF 0.9 30 45 11.1 +5.2
AVSU Avantis Responsible U.S. Equity ETF 0.9 15 60 6.4 +0.5
GMF SPDR S&P Emerging Asia Pacific ETF 0.9 49 26 10.0 +4.1
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.8 65 10 4.4 -1.6
FXZ First Trust Materials AlphaDEX Fund 0.8 61 14 11.0 +5.0
KRUZ Unusual Whales Subversive Republican Trading ETF 0.8 75 0 6.0 +0.1
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.8 15 60 10.8 +4.8
KRMA Global X Conscious Companies ETF 0.8 43 32 6.1 +0.2
IPAC iShares Core MSCI Pacific ETF 0.8 9 66 7.1 +1.2
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 40 3.6 -2.3
VWO Vanguard FTSE Emerging Markets ETF 0.8 8 67 10.9 +4.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 66 5.6 -0.4
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 57 5.8 -0.1
ROE Astoria US Quality Kings ETF 0.8 49 26 7.0 +1.1
SCHE Schwab Emerging Markets Equity ETF 0.8 11 64 11.6 +5.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 10 8.6 +2.6
ZAP Global X U.S. Electrification ETF 0.8 50 25 4.7 -1.2
CZAR Themes Natural Monopoly ETF 0.7 35 40 2.8 -3.1
FESM Fidelity Enhanced Small Cap ETF 0.7 28 47 3.8 -2.1
ROAM Hartford Multifactor Emerging Markets ETF 0.7 44 31 11.3 +5.4
AVUS Avantis U.S. Equity ETF 0.7 15 60 6.3 +0.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.7 33 42 10.6 +4.7
FENI Fidelity Enhanced International ETF 0.7 28 47 7.0 +1.1
CGIE Capital Group International Equity ETF 0.7 54 21 5.1 -0.8
AIEQ AI Powered Equity ETF 0.7 75 0 4.1 -1.8
AVEM Avantis Emerging Markets Equity ETF 0.7 33 42 9.7 +3.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.7 41 34 9.4 +3.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 61 6.7 +0.8
THRO iShares U.S. Thematic Rotation Active ETF 0.7 90 -15 4.4 -1.6
VAW Vanguard Materials ETF 0.7 10 65 6.4 +0.5
FMAT Fidelity MSCI Materials Index ETF 0.7 8 67 6.5 +0.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 60 5.9 -0.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 37 10.1 +4.2
SFY SoFi Select 500 ETF 0.7 0 75 4.8 -1.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.7 38 37 9.9 +4.0
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 5.4 -0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 56 6.5 +0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 5 12.3 +6.3
AVIV Avantis International Large Cap Value ETF 0.7 25 50 9.3 +3.3
DTEC ALPS Disruptive Technologies ETF 0.6 50 25 4.0 -1.9
JHML John Hancock Multifactor Large Cap ETF 0.6 29 46 5.6 -0.3
FSST Fidelity Sustainable U.S. Equity ETF 0.6 59 16 4.4 -1.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.6 35 40 4.5 -1.4
UMMA Wahed Dow Jones Islamic World ETF 0.6 65 10 5.3 -0.7
PEXL Pacer US Export Leaders ETF 0.6 60 15 5.4 -0.5
EQWL Invesco S&P 100 Equal Weight ETF 0.6 25 50 6.2 +0.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.6 58 17 4.3 -1.6
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 10 8.2 +2.3
FDEM Fidelity Emerging Markets Multifactor ETF 0.6 25 50 13.5 +7.6
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -5 10.0 +4.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.6 25 50 6.5 +0.5
FLAU Franklin FTSE Australia ETF 0.6 9 66 6.4 +0.4
GLOF iShares Global Equity Factor ETF 0.6 20 55 6.8 +0.9
NIXT Research Affiliates Deletions ETF 0.6 9 66 3.8 -2.1
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.6 24 51 8.3 +2.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.6 61 14 7.8 +1.9
IUS Invesco RAFI Strategic US ETF 0.6 19 56 7.1 +1.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 37 4.9 -1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 60 5.8 -0.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.6 14 61 6.0 +0.1
EPS WisdomTree U.S. LargeCap Fund 0.6 8 67 6.1 +0.2
JOET Virtus Terranova US Quality Momentum ETF 0.6 29 46 5.0 -1.0
VLU SPDR S&P 1500 Value Tilt ETF 0.6 12 63 7.2 +1.2
SPEM SPDR Portfolio Emerging Markets ETF 0.6 7 68 10.9 +5.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.6 25 50 10.1 +4.2
DCOR Dimensional US Core Equity 1 ETF 0.5 14 61 5.8 -0.1
ETHO Etho Climate Leadership U.S. ETF 0.5 47 28 5.5 -0.4
EWZS iShares MSCI Brazil Small-Cap ETF 0.5 59 16 13.3 +7.4
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 59 8.4 +2.5
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 50 7.1 +1.2
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 45 8.2 +2.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 8 67 8.5 +2.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 0 4.2 -1.8
MADE iShares U.S. Manufacturing ETF 0.5 40 35 5.8 -0.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 41 8.1 +2.2
SDY SPDR S&P Dividend ETF 0.5 35 40 6.2 +0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 16 2.8 -3.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 57 8.1 +2.2
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 68 8.3 +2.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 19 12.6 +6.7
IQSI IQ Candriam International Equity ETF 0.5 15 60 6.7 +0.7
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -5 12.6 +6.7
FTHF First Trust Emerging Markets Human Flourishing ETF 0.4 75 0 9.8 +3.9
VXUS Vanguard Total International Stock ETF 0.4 7 68 8.3 +2.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 34 7.1 +1.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 36 11.0 +5.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.4 20 55 7.8 +1.8
CGUS Capital Group Core Equity ETF 0.4 33 42 4.6 -1.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 16 13.7 +7.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.4 20 55 7.4 +1.5
IDMO Invesco S&P International Developed Momentum ETF 0.4 25 50 5.7 -0.2
BLES Inspire Global Hope ETF 0.4 61 14 6.8 +0.9
WWJD Inspire International ETF 0.4 80 -5 7.6 +1.6
OPTZ Optimize Strategy Index ETF 0.4 50 25 5.3 -0.6
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 26 16.7 +10.7
XC WisdomTree Emerging Markets Ex-China Fund 0.4 32 43 5.5 -0.4
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.4 45 30 11.0 +5.1
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 50 8.0 +2.0
VSGX Vanguard ESG International Stock ETF 0.4 12 63 8.2 +2.2
PDP Invesco Dorsey Wright Momentum ETF 0.4 62 13 3.6 -2.4
RWL Invesco S&P 500 Revenue ETF 0.4 39 36 7.0 +1.1
VBR Vanguard Small Cap Value ETF 0.4 7 68 8.5 +2.6
DFIV Dimensional International Value ETF 0.4 27 48 10.4 +4.4
CIL VictoryShares International Volatility Wtd ETF 0.4 45 30 7.0 +1.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 40 5.9 -0.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.4 30 45 9.3 +3.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 45 8.6 +2.7
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 36 7.0 +1.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 71 6.1 +0.2
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 5 8.6 +2.7
STXM Strive Mid-Cap ETF 0.3 18 57 3.6 -2.3
JSTC Adasina Social Justice All Cap Global ETF 0.3 89 -14 4.5 -1.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 72 7.5 +1.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.3 45 30 9.3 +3.4
PSC Principal U.S. Small-Cap ETF 0.3 38 37 6.9 +1.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 35 7.4 +1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 10 3.5 -2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 15 8.2 +2.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 58 6.0 +0.1
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.3 80 -5 9.7 +3.8
AVDE Avantis International Equity ETF 0.3 23 52 8.0 +2.0
KOMP SPDR S&P Kensho New Economies Composite ETF 0.3 20 55 3.7 -2.2
CGDV Capital Group Dividend Value ETF 0.3 33 42 4.9 -1.0
VEA Vanguard FTSE Developed Markets ETF 0.3 5 70 7.6 +1.6
EFV iShares MSCI EAFE Value ETF 0.3 34 41 9.4 +3.5
IDV iShares International Select Dividend ETF 0.3 51 24 11.6 +5.6
VFMO Vanguard U.S. Momentum Factor ETF 0.3 13 62 3.4 -2.6
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 27 8.4 +2.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 55 7.1 +1.2
SCHF Schwab International Equity ETF 0.3 6 69 7.7 +1.8
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 66 6.0 +0.0
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 56 6.3 +0.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 55 6.6 +0.7
STXE Strive Emerging Markets Ex-China ETF 0.3 32 43 8.2 +2.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 55 7.1 +1.2
IEFA iShares Core MSCI EAFE ETF 0.3 7 68 7.4 +1.4
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 36 16.9 +11.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 55 6.6 +0.6
RSP Invesco S&P 500 Equal Weight ETF 0.3 20 55 6.3 +0.4
IWO iShares Russell 2000 Growth ETF 0.3 24 51 1.5 -4.5
DFAS Dimensional U.S. Small Cap ETF 0.3 26 49 6.9 +1.0
FLDZ RiverNorth Patriot ETF 0.3 75 0 5.9 0.0
VTWG Vanguard Russell 2000 Growth ETF 0.3 15 60 1.5 -4.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 36 39 6.9 +1.0
EFA iShares MSCI EAFE ETF 0.3 35 40 7.0 +1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 57 8.6 +2.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 60 8.7 +2.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 15 60 8.7 +2.7
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 71 6.7 +0.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 50 7.4 +1.5
NUSC Nuveen ESG Small-Cap ETF 0.3 31 44 5.3 -0.7
ARGT Global X MSCI Argentina ETF 0.3 59 16 4.2 -1.7
BKIE BNY Mellon International Equity ETF 0.3 4 71 7.3 +1.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 50 7.3 +1.3
IMTM iShares MSCI Intl Momentum Factor ETF 0.3 30 45 5.6 -0.3
VB Vanguard Small-Cap ETF 0.3 5 70 5.7 -0.2
EWN iShares MSCI Netherlands ETF 0.3 50 25 5.9 -0.1
SIZE iShares MSCI USA Size Factor ETF 0.3 15 60 5.8 -0.2
JHMD John Hancock Multifactor Developed International ETF 0.3 39 36 7.8 +1.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 50 7.5 +1.5
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 23 7.2 +1.3
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 7.4 +1.4
BIBL Inspire 100 ETF 0.3 35 40 4.7 -1.3
DFAI Dimensional International Core Equity Market ETF 0.2 18 57 7.6 +1.6
EFG iShares MSCI EAFE Growth ETF 0.2 36 39 4.5 -1.4
AFLG First Trust Active Factor Large Cap ETF 0.2 55 20 6.2 +0.3
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 46 7.3 +1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.2 64 11 2.4 -3.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 40 4.7 -1.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 33 5.5 -0.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 51 7.6 +1.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 37 8.7 +2.7
ISMD Inspire Small/Mid Cap ETF 0.2 54 21 4.7 -1.2
AFSM First Trust Active Factor Small Cap ETF 0.2 75 0 7.0 +1.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 26 7.3 +1.4
VIDI Vident International Equity Strategy ETF 0.2 61 14 12.0 +6.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 50 6.6 +0.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 60 4.3 -1.7
DFEV Dimensional Emerging Markets Value ETF 0.2 43 32 14.5 +8.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 8.3 +2.4
TPIF Timothy Plan International ETF 0.2 62 13 6.5 +0.6
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 50 10.8 +4.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 71 5.9 -0.0
IGRO iShares International Dividend Growth ETF 0.2 15 60 7.3 +1.4
UIVM VictoryShares International Value Momentum ETF 0.2 35 40 9.5 +3.5
DIHP Dimensional International High Profitability ETF 0.2 29 46 7.4 +1.5
AVSD Avantis Responsible International Equity ETF 0.2 23 52 6.8 +0.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.2 65 10 5.4 -0.6
SSPY Syntax Stratified LargeCap ETF 0.2 30 45 6.6 +0.6
DFIC Dimensional International Core Equity 2 ETF 0.2 23 52 7.9 +2.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 8 10.1 +4.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 66 6.1 +0.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 23 5.6 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 17 5.6 -0.3
EZM WisdomTree U.S. MidCap Fund 0.2 38 37 9.3 +3.4
STXK Strive Small-Cap ETF 0.2 18 57 5.5 -0.5
STXI Strive International Developed Markets ETF 0.2 29 46 5.9 0.0
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.2 75 0 10.3 +4.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 68 6.2 +0.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 36 10.2 +4.2
GWX SPDR S&P International Small Cap ETF 0.2 40 35 6.7 +0.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 69 7.9 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 16 6.5 +0.5
RSSL Global X Russell 2000 ETF 0.2 8 67 3.6 -2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 60 7.3 +1.4
IWM iShares Russell 2000 ETF 0.2 19 56 3.6 -2.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 63 7.0 +1.1
VTWO Vanguard Russell 2000 ETF 0.2 10 65 3.8 -2.1
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 60 5.8 -0.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 5 7.8 +1.8
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 69 8.4 +2.5
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 5.9 0.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 45 7.3 +1.3
IXN iShares Global Tech ETF 0.1 41 34 4.5 -1.4
ISCB iShares Morningstar Small-Cap ETF 0.1 4 71 5.6 -0.3
IJH iShares Core S&P Mid-Cap ETF 0.1 5 70 7.4 +1.4
MDY SPDR S&P Midcap 400 ETF Trust 0.1 24 51 7.2 +1.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 55 5.9 -0.1
HKND Humankind US Stock ETF 0.1 11 64 7.5 +1.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 51 6.4 +0.5
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 60 7.0 +1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 46 7.4 +1.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.1 3 72 7.4 +1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1 10 65 7.3 +1.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 69 2.7 -3.2
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 55 9.1 +3.1
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 47 10.0 +4.1
IWS iShares Russell Mid-Cap Value ETF 0.1 23 52 6.5 +0.6
DFIS Dimensional International Small Cap ETF 0.1 39 36 7.9 +1.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.1 12 63 6.2 +0.2
EXI iShares Global Industrials ETF 0.1 42 33 4.9 -1.1
GK AdvisorShares Gerber Kawasaki ETF 0.1 75 0 2.9 -3.0
VFVA Vanguard U.S. Value Factor ETF 0.1 13 62 11.7 +5.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 36 6.3 +0.4
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 66 8.2 +2.3
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 50 12.4 +6.5
IWTR iShares MSCI Water Management Multisector ETF 0.1 47 28 6.5 +0.5
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 52 8.6 +2.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 40 6.1 +0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 35 6.0 +0.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 55 5.5 -0.4
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 57 6.8 +0.9
SCHA Schwab U.S. Small-Cap ETF 0.1 4 71 5.3 -0.6
VBK Vanguard Small-Cap Growth ETF 0.1 7 68 1.7 -4.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 25 11.6 +5.6
XCEM Columbia EM Core ex-China ETF 0.1 16 59 8.5 +2.5
PTL Inspire 500 ETF 0.1 9 66 5.4 -0.5
AVDV Avantis International Small Cap Value ETF 0.1 36 39 10.9 +5.0
DISV Dimensional International Small Cap Value ETF 0.1 42 33 9.7 +3.7
IWR iShares Russell Midcap ETF 0.1 19 56 5.8 -0.2
DFSV Dimensional US Small Cap Value ETF 0.1 31 44 10.9 +5.0
VXF Vanguard Extended Market ETF 0.1 6 69 4.5 -1.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 36 5.4 -0.5
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 8.1 +2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 5.4 -0.5
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 71 6.0 +0.0
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 33 7.2 +1.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 36 7.0 +1.0
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 27 7.5 +1.5
FIDU Fidelity MSCI Industrial Index ETF 0.1 8 67 4.9 -1.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 63 8.1 +2.2
VIS Vanguard Industrials ETF 0.1 10 65 4.9 -1.0
SCHC Schwab International Small-Cap Equity ETF 0.1 11 64 7.1 +1.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 70 7.1 +1.2
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 51 6.6 +0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.1 17 58 5.7 -0.3
JHMM John Hancock Multifactor Mid Cap ETF 0.1 42 33 6.5 +0.5
INTF iShares International Equity Factor ETF 0.1 15 60 8.1 +2.2
SFYX SoFi Next 500 ETF 0.1 0 75 3.6 -2.4
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 60 5.4 -0.5
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 40 5.3 -0.7
AVES Avantis Emerging Markets Value ETF 0.1 36 39 12.2 +6.3
STXV Strive 1000 Value ETF 0.1 18 57 7.5 +1.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 68 7.0 +1.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 35 7.5 +1.6
DWM WisdomTree International Equity Fund 0.1 48 27 7.7 +1.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 41 6.2 +0.3
IUSV iShares Core S&P US Value ETF 0.1 4 71 6.5 +0.5
VIG Vanguard Dividend Appreciation ETF 0.0 6 69 6.0 +0.0
SMLF iShares U.S. SmallCap Equity Factor ETF 0.0 15 60 6.0 +0.0
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 71 6.8 +0.9
IWD iShares Russell 1000 Value ETF 0.0 19 56 6.5 +0.5
VONV Vanguard Russell 1000 Value ETF 0.0 8 67 6.6 +0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.0 75 0 5.2 -0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 36 4.0 -1.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.0 12 63 6.5 +0.6
PFM Invesco Dividend Achievers ETF 0.0 53 22 5.3 -0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 50 6.0 +0.1
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 17 10.1 +4.2
IVE iShares S&P 500 Value ETF 0.0 18 57 6.2 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 0.0 4 71 6.4 +0.4
VOOV Vanguard S&P 500 Value ETF 0.0 10 65 6.3 +0.4
ILCV iShares Morningstar Value ETF 0.0 4 71 6.7 +0.7
SMMD iShares Russell 2500 ETF 0.0 15 60 6.2 +0.3
DGRO iShares Core Dividend Growth ETF 0.0 8 67 6.6 +0.7
SHE SPDR MSCI USA Gender Diversity ETF 0.0 20 55 5.2 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 55 5.3 -0.6
IWN iShares Russell 2000 Value ETF 0.0 24 51 5.8 -0.2
VTWV Vanguard Russell 2000 Value ETF 0.0 15 60 5.9 -0.0
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 40 4.6 -1.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.0 20 55 6.8 +0.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 30 6.6 +0.7
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 58 6.9 +1.0
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 47 6.2 +0.3
SPEU SPDR Portfolio Europe ETF 0.0 7 68 7.5 +1.5
VGK Vanguard FTSE Europe ETF 0.0 11 64 7.5 +1.5
IEUR iShares Core MSCI Europe ETF 0.0 11 64 7.4 +1.5
VYMI Vanguard International High Dividend Yield ETF 0.0 22 53 10.0 +4.1

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 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 10.9 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.55
 
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.