Global X Lithium & Battery Tech ETF
ALTAR
Score™		 4.5% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 44.2x P/Sales
ratio		 3.0x
P/BV
ratio		 2.7x Div.
yield		 1.4%


  • 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) $1,976
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 21.3 %
ALBEMARLE CORP 6.8 %
SAMSUNG SDI CO LTD 5.4 %
PANASONIC CORP 4.4 %
JIANGXI GANFENG LITHIUM CO., LTD. 4.3 %
PILBARA MINERALS LIMITED 4.0 %
QUIMICA Y MINERA CHIL-SP ADR 3.9 %
BEIJING SEVENSTAR ELECTRONICS CO., 3.7 %
CONTEMPORARY AMPEREX TECHNOLOGY CO 3.6 %
BYD CO LTD-H 3.0 %
Total 60.3 %

TOP COUNTRY EXPOSURE
CHINA 33.0 %
BRITAIN 21.3 %
UNITED STATES 12.0 %
SOUTH KOREA 11.3 %
AUSTRALIA 9.3 %
JAPAN 7.3 %
CHILE 3.9 %
CANADA 1.2 %
NETHERLANDS 0.4 %
FRANCE 0.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
14.6% 92.3% 5.7% 14.8% 6.8%

Market Correlations
versus... Beta R-squared
S&P500 1.03 32%
MSCI EAFE 1.18 36%
MSCI Emg. Mkts. 1.25 53%

Technical Indicators
Recent close $84.77
30d moving avg. $73.66
Annualized volatility 32.2%
Short interest (ETF) 3.4%
Relative strength (RSI) 65

Liquidity measures
Avg. volume (thou.) 361
Turnover 1.6%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $38,778

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 640 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™: 4.5%


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
(%)
LIMI Themes Lithium & Battery Metal Miners ETF 30.2 35 40 2.4 -2.1
EV Mast Global Battery Recycling & Production ETF 28.8 65 10 6.3 +1.8
BATT Amplify Lithium & Battery Technology ETF 26.9 59 16 1.7 -2.8
IDRV iShares Self-driving EV & Tech ETF 24.0 47 28 1.1 -3.4
ION ProShares S&P Global Core Battery Metals ETF 22.7 58 17 4.7 +0.2
ILIT iShares Lithium Miners and Producers ETF 22.1 47 28 2.7 -1.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 21.7 45 30 -0.9 -5.5
LITP Sprott Lithium Miners ETF 18.0 65 10 0.6 -3.9
REMX VanEck Rare Earth/Strategic Metals ETF 16.8 54 21 2.2 -2.3
DRIV Global X Autonomous & Electric Vehicles ETF 14.5 68 7 3.2 -1.3
SMOG VanEck Low Carbon Energy ETF 13.0 61 14 1.1 -3.4
SETM Sprott Energy Transition Materials ETF 12.2 65 10 1.4 -3.2
IBAT iShares Energy Storage & Materials ETF 10.9 47 28 1.6 -3.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 10.7 58 17 -1.8 -6.3
SLX VanEck Steel ETF 9.9 56 19 10.4 +5.9
CLNR IQ Cleaner Transport ETF 9.3 45 30 3.9 -0.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 8.9 39 36 1.0 -3.5
CARZ First Trust NASDAQ Global Auto Index Fund 8.1 70 5 2.6 -1.9
ERTH Invesco MSCI Sustainable Future ETF 7.8 62 13 2.9 -1.6
CGRO CoreValues Alpha Greater China Growth ETF 7.4 75 0 4.5 -0.0
ACES ALPS Clean Energy ETF 7.4 55 20 -2.6 -7.1
GMET VanEck Green Metals ETF 7.2 63 12 0.3 -4.2
MOTO SmartETFs Smart Transportation & Technology ETF 6.8 68 7 5.3 +0.8
KGRN KraneShares MSCI China Clean Technology Index ETF 6.6 79 -4 2.8 -1.7
MINV Matthews Asia Innovators Active ETF 6.3 79 -4 5.5 +1.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 6.3 32 43 12.8 +8.3
JCHI JPMorgan Active China ETF 5.7 65 10 14.7 +10.2
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 5.6 55 20 6.2 +1.7
MCH Matthews China Active ETF 5.5 79 -4 14.3 +9.8
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 5.5 65 10 6.0 +1.5
CTEC Global X CleanTech ETF 5.4 50 25 -0.1 -4.6
PBW Invesco WilderHill Clean Energy ETF 5.1 66 9 -2.8 -7.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.6 40 35 5.4 +0.9
JIVE JPMorgan International Value ETF 4.4 55 20 8.4 +3.9
PBD Invesco Global Clean Energy ETF 4.2 75 0 0.2 -4.3
TCHI iShares MSCI China Multisector Tech ETF 4.1 59 16 13.7 +9.1
XT iShares Exponential Technologies ETF 4.0 46 29 4.0 -0.5
OCEN IQ Clean Oceans ETF 4.0 45 30 4.5 +0.0
RXI iShares Global Consumer Discretionary ETF 3.8 41 34 7.8 +3.3
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 3.6 75 0 1.9 -2.6
ICOP iShares Copper and Metals Mining ETF 3.5 47 28 5.3 +0.8
SAMM Strategas Macro Momentum ETF 3.5 66 9 3.6 -0.9
FBOT Fidelity Disruptive Automation ETF 3.5 50 25 2.9 -1.6
CVAR Cultivar ETF 3.3 87 -12 7.0 +2.5
SPHB Invesco S&P 500 High Beta ETF 3.2 25 50 3.8 -0.7
FMTM MarketDesk Focused U.S. Momentum ETF 3.0 45 30 4.8 +0.3
BOUT Innovator IBD Breakout Opportunities ETF 3.0 81 -6 3.0 -1.5
KTEC KraneShares Hang Seng TECH Index ETF 3.0 69 6 19.3 +14.8
CHIQ Global X MSCI China Consumer Discretionary ETF 3.0 65 10 11.9 +7.4
FXI iShares China Large-Cap ETF 3.0 74 1 19.5 +15.0
YNOT Horizon Digital Frontier ETF 3.0 75 0 2.5 -2.0
IQM Franklin Intelligent Machines ETF 2.8 50 25 1.1 -3.4
CGGR Capital Group Growth ETF 2.7 39 36 2.5 -2.0
SFYF SoFi Social 50 ETF 2.6 29 46 0.8 -3.7
EWY iShares MSCI South Korea ETF 2.5 58 17 3.7 -0.9
XLB Materials Select Sector SPDR 2.5 8 67 5.3 +0.8
SRHQ SRH U.S. Quality ETF 2.4 35 40 6.2 +1.7
MNZL Manzil Russell Halal USA Broad MarketETF 2.4 40 35 3.9 -0.6
DSI iShares MSCI KLD 400 Social ETF 2.4 25 50 4.2 -0.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.4 45 30 3.7 -0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.4 75 0 3.2 -1.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.4 9 66 4.9 +0.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 9 66 4.1 -0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 9 66 4.0 -0.6
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.4 60 15 6.3 +1.8
ONEQ Fidelity Nasdaq Composite Index ETF 2.4 21 54 2.9 -1.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.3 60 15 0.7 -3.8
QQMG Invesco ESG NASDAQ 100 ETF 2.3 20 55 3.3 -1.2
QQQ Invesco QQQ Trust Series I 2.3 20 55 3.3 -1.2
QQQM Invesco NASDAQ 100 ETF 2.3 15 60 3.4 -1.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.3 40 35 5.6 +1.1
XLG Invesco S&P 500 Top 50 ETF 2.3 20 55 3.6 -0.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 0 2.0 -2.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.3 30 45 3.8 -0.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 43 4.1 -0.5
FDG American Century Focused Dynamic Growth ETF 2.3 45 30 1.7 -2.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.3 8 67 4.2 -0.3
FDMO Fidelity Momentum Factor ETF 2.3 15 60 2.5 -2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.3 9 66 4.4 -0.1
IVES Wedbush ETFMG Global Cloud Technology ETF 2.3 68 7 3.8 -0.7
LRGE ClearBridge Large Cap Growth ESG ETF 2.3 59 16 2.6 -1.9
NETZ TCW Transform Systems ETF 2.3 75 0 1.4 -3.2
USMC Principal U.S. Mega-Cap ETF 2.3 12 63 3.6 -0.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 65 4.3 -0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.3 7 68 4.4 -0.1
JGRO JPMorgan Active Growth ETF 2.3 44 31 2.4 -2.1
TXS Texas Capital Texas Equity Index ETF 2.3 49 26 5.0 +0.5
FELG Fidelity Enhanced Large Cap Growth ETF 2.3 18 57 3.3 -1.2
JPEF JPMorgan Equity Focus ETF 2.3 50 25 3.8 -0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.3 12 63 3.4 -1.1
FFOG Franklin Focused Growth ETF 2.3 61 14 1.5 -3.0
AGIX KraneShares Artificial Intelligence and Technology ETF 2.3 99 -24 1.3 -3.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.3 45 30 2.2 -2.3
QGRW WisdomTree U.S. Quality Growth Fund 2.3 28 47 2.9 -1.7
ARKK ARK Innovation ETF 2.3 75 0 -2.9 -7.4
ARKQ ARK Autonomous Technology & Robotics ETF 2.3 75 0 0.9 -3.7
ARKW ARK Next Generation Internet ETF 2.3 87 -12 0.6 -3.9
FTXR First Trust Nasdaq Transportation ETF 2.3 60 15 7.1 +2.6
RND First Trust Bloomberg R&D Leaders ETF 2.3 60 15 2.5 -2.1
BUZZ VanEck Social Sentiment ETF 2.3 75 0 -0.7 -5.2
TRUD VanEck Consumer Disc TruSector ETF 2.3 14 61 2.8 -1.7
AIQ Global X Artificial Intelligence & Technology ETF 2.3 68 7 3.0 -1.5
GXPD Global X PureCap MSCI Consumer Discretionary ETF 2.3 25 50 3.4 -1.1
SCHG Schwab U.S. Large-Cap Growth ETF 2.3 4 71 3.3 -1.2
EGUS iShares ESG Aware MSCI USA Growth ETF 2.3 18 57 3.0 -1.5
IWF iShares Russell 1000 Growth ETF 2.3 19 56 3.4 -1.1
IWY iShares Russell Top 200 Growth ETF 2.3 20 55 3.5 -1.0
IYC iShares U.S. Consumer Discretionary ETF 2.3 40 35 3.4 -1.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.3 10 65 3.7 -0.8
QTOP iShares Nasdaq Top 30 Stocks ETF 2.3 20 55 2.9 -1.6
SUSL iShares ESG MSCI USA Leaders ETF 2.3 10 65 4.3 -0.2
TEXN iShares Texas Equity ETF 2.3 20 55 5.2 +0.6
TOPT iShares Top 20 U.S. Stocks ETF 2.3 20 55 3.3 -1.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.3 8 67 4.4 -0.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.3 10 65 3.7 -0.8
XLY Consumer Discretionary Select Sector SPDR 2.3 8 67 4.3 -0.2
TIME Clockwise Core Equity & Innovation ETF 2.3 95 -20 2.1 -2.4
HLAL Wahed FTSE USA Shariah ETF 2.3 50 25 3.8 -0.8
NACP Impact Shares NAACP Minority Empowerment ETF 2.3 49 26 3.9 -0.6
YALL God Bless America ETF 2.3 65 10 4.1 -0.5
BOTT Themes Robotics & Automation ETF 2.3 35 40 -4.0 -8.5
BCOR Grayscale Bitcoin Adopters ETF 2.3 59 16 1.6 -2.9
PRXG Praxis Impact Large Cap Growth ETF 2.3 36 39 3.1 -1.4
AGIQ Sofi Agentic AI ETF 2.3 69 6 7.1 +2.6
HUMN Roundhill Humanoid Robotics ETF 2.3 75 0 1.2 -3.3
MFMO Motley Fool Momentum Factor ETF 2.3 50 25 2.1 -2.4
MGK Vanguard Mega Cap Growth ETF 2.3 7 68 16.9 +12.4
VCR Vanguard Consumer Discretionary ETF 2.3 9 66 4.2 -0.3
VONG Vanguard Russell 1000 Growth ETF 2.3 7 68 3.5 -1.0
VUG Vanguard Growth ETF 2.3 4 71 20.2 +15.7
OEF iShares S&P 100 ETF 2.3 20 55 3.9 -0.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.3 58 17 3.4 -1.1
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 40 3.4 -1.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.3 15 60 4.3 -0.2
FLKR Franklin FTSE South Korea ETF 2.3 9 66 4.7 +0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 65 4.3 -0.2
STXG Strive 1000 Growth ETF 2.3 18 57 3.2 -1.3
MDLV Morgan Dempsey Large Cap Value ETF 2.3 58 17 6.0 +1.4
FLCH Franklin FTSE China ETF 2.3 19 56 16.5 +12.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 68 4.2 -0.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 66 4.1 -0.4
FTAG First Trust Indxx Global Agriculture ETF 2.2 70 5 6.9 +2.4
IYM iShares U.S. Basic Materials ETF 2.2 40 35 4.4 -0.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.2 35 40 5.4 +0.9
FVAL Fidelity Value Factor ETF 2.2 15 60 6.0 +1.5
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 75 4.2 -0.3
XNTK State Street SPDR NYSE Technology ETF 2.2 35 40 2.8 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 61 4.2 -0.3
NBDS Neuberger Berman Disrupters ETF 2.2 55 20 0.8 -3.7
ETEC iShares Breakthrough Environmental Solutions ETF 2.1 47 28 2.7 -1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 73 4.2 -0.3
OTGL OTG Latin America ETF 2.1 269 -194 7.1 +2.6
PBUS Invesco MSCI USA ETF 2.1 4 71 4.3 -0.3
EMC Global X Emerging Markets Great Consumer ETF 2.1 75 0 7.2 +2.6
VOTE TCW Transform 500 ETF 2.1 5 70 4.2 -0.4
TMFC Motley Fool 100 Index ETF 2.1 50 25 3.0 -1.5
RAUS RACWI US ETF 2.1 15 60 4.2 -0.3
MGC Vanguard Mega Cap ETF 2.1 7 68 4.0 -0.6
GRNY Fundstrat Granny Shots US Large Cap ETF 2.1 75 0 2.1 -2.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 64 4.2 -0.3
MEM Matthews Emerging Markets Equity Active ETF 2.1 79 -4 8.5 +4.0
TOPC iShares S&P 500 3% Capped ETF 2.0 15 60 4.4 -0.1
KLMN Invesco MSCI North America Climate ETF 2.0 9 66 4.4 -0.2
NUEM Nuveen ESG Emerging Markets Equity ETF 2.0 36 39 5.9 +1.4
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.0 60 15 3.9 -0.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 50 4.2 -0.4
VOOG Vanguard S&P 500 Growth ETF 2.0 7 68 18.7 +14.2
IWL iShares Russell Top 200 ETF 2.0 15 60 3.9 -0.6
IVW iShares S&P 500 Growth ETF 2.0 18 57 3.0 -1.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.0 4 71 3.1 -1.4
JADE JPMorgan Active Developing Markets Equity ETF 1.9 65 10 6.1 +1.6
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 1.9 65 10 4.3 -0.2
PICK iShares MSCI Global Metals & Mining Producers ETF 1.9 39 36 7.7 +3.2
RVRB Reverb ETF 1.9 30 45 4.0 -0.5
ILCG iShares Morningstar Growth ETF 1.9 4 71 3.0 -1.5
XVV iShares ESG Screened S&P 500 ETF 1.9 8 67 4.2 -0.3
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 66 4.2 -0.3
IUSG iShares Core S&P U.S. Growth ETF 1.9 4 71 3.1 -1.4
SPMV Invesco S&P 500 Minimum Variance ETF 1.9 10 65 5.2 +0.7
MCHI iShares MSCI China ETF 1.9 59 16 18.6 +14.1
AOTG AOT Growth and Innovation ETF 1.9 75 0 1.3 -3.2
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 1.8 58 17 5.5 +1.0
ZSB USCF Sustainable Battery Metals Strategy Fund 1.8 61 14 6.2 +1.7
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.8 32 43 7.5 +3.0
PATN Pacer Nasdaq International Patent Leaders ETF 1.8 65 10 4.4 -0.1
DFUS Dimensional U.S. Equity ETF 1.8 9 66 4.1 -0.4
BAI iShares AI Innovation and Tech Active ETF 1.8 55 20 1.0 -3.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 55 4.0 -0.5
FBCG Fidelity Blue Chip Growth ETF 1.8 59 16 2.2 -2.4
BOTZ Global X Robotics & Artificial Intelligence ETF 1.8 69 6 1.8 -2.7
HAP VanEck Natural Resources ETF 1.7 50 25 6.5 +2.0
STRV Strive 500 ETF 1.7 5 70 4.2 -0.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 46 4.0 -0.5
VV Vanguard Large-Cap ETF 1.7 4 71 4.2 -0.4
VUSG Vanguard Wellington U.S. Growth Active ETF 1.7 35 40 2.4 -2.1
GXLC Global X U.S. 500 ETF 1.7 2 73 4.1 -0.4
CHRI Global X S&P 500 Christian Values ETF 1.7 29 46 4.0 -0.5
VOO Vanguard S&P 500 ETF 1.7 3 72 4.3 -0.2
SPY SPDR S&P 500 ETF 1.7 9 66 4.2 -0.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 73 4.3 -0.2
IVV iShares Core S&P 500 ETF 1.7 3 72 4.3 -0.2
INRO iShares U.S. Industry Rotation Active ETF 1.7 42 33 3.6 -0.9
USRD Themes US R&D Champions ETF 1.7 29 46 4.0 -0.5
ILF iShares Latin America 40 ETF 1.7 48 27 8.7 +4.2
THRO iShares U.S. Thematic Rotation Active ETF 1.7 90 -15 3.2 -1.3
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -4 3.4 -1.1
OEI Optimized Equity Income ETF 1.7 75 0 3.5 -1.0
FELC Fidelity Enhanced Large Cap Core ETF 1.7 18 57 4.4 -0.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.7 30 45 4.1 -0.4
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 60 4.2 -0.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.7 60 15 4.1 -0.4
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 72 4.2 -0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 1.7 18 57 4.0 -0.5
SCHX Schwab U.S. Large-Cap ETF 1.6 3 72 4.3 -0.2
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.6 45 30 -0.0 -4.5
EWJV iShares MSCI Japan Value ETF 1.6 15 60 7.3 +2.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.6 75 0 2.0 -2.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 66 4.5 -0.1
IWB iShares Russell 1000 ETF 1.6 15 60 4.2 -0.3
VONE Vanguard Russell 1000 ETF 1.6 7 68 4.3 -0.2
ACVF American Conservative Values ETF 1.6 75 0 3.7 -0.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.6 3 72 4.4 -0.1
IYY iShares Dow Jones U.S. ETF 1.6 20 55 4.1 -0.4
SUSA iShares MSCI USA ESG Select ETF 1.6 25 50 4.1 -0.4
SCHK Schwab 1000 Index ETF 1.6 5 70 4.3 -0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 63 4.4 -0.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 60 4.6 +0.1
SMOT VanEck Morningstar SMID Moat ETF 1.6 49 26 6.5 +2.0
VTI Vanguard Total Stock Market ETF 1.6 3 72 4.2 -0.3
DFAU Dimensional US Core Equity Market ETF 1.5 12 63 4.4 -0.2
IWV iShares Russell 3000 ETF 1.5 20 55 4.1 -0.5
HDUS Hartford Disciplined US Equity ETF 1.5 19 56 4.8 +0.3
SCHB Schwab U.S. Broad Market ETF 1.5 3 72 4.3 -0.2
VTHR Vanguard Russell 3000 ETF 1.5 7 68 4.2 -0.3
APUE ActivePassive U.S. Equity ETF 1.5 45 30 4.0 -0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 72 4.2 -0.3
AIEQ AI Powered Equity ETF 1.5 75 0 3.7 -0.8
ABLD Abacus FCF Real Assets Leaders ETF 1.5 69 6 6.2 +1.7
GGRW Gabelli Growth Innovators ETF 1.5 90 -15 2.0 -2.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.5 60 15 4.8 +0.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.5 25 50 5.0 +0.5
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 65 5.0 +0.5
NUDM Nuveen ESG International Developed Markets Equity ETF 1.5 31 44 5.6 +1.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.5 79 -4 3.8 -0.7
ENHU iShares Enhanced Large Cap Core Active ETF 1.5 22 53 4.2 -0.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 10 7.5 +2.9
EEMO Invesco S&P Emerging Markets Momentum ETF 1.5 29 46 7.0 +2.5
LDEM iShares ESG MSCI EM Leaders ETF 1.4 17 58 11.9 +7.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.4 4 71 5.7 +1.2
GQI Natixis Gateway Quality Income ETF 1.4 34 41 4.5 -0.0
IVE iShares S&P 500 Value ETF 1.4 18 57 5.6 +1.1
VOOV Vanguard S&P 500 Value ETF 1.4 7 68 5.7 +1.2
JPXN iShares JPX-Nikkei 400 ETF 1.4 48 27 5.5 +1.0
EWJ iShares MSCI Japan ETF 1.4 50 25 5.1 +0.6
BRIF FIS Bright Portfolios Focused Equity ETF 1.4 65 10 3.6 -1.0
ILCV iShares Morningstar Value ETF 1.4 4 71 5.4 +0.9
MXI iShares Global Materials ETF 1.4 41 34 5.7 +1.2
GXC SPDR S & P China ETF 1.4 59 16 17.2 +12.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.4 65 10 4.8 +0.3
DSPY Tema S&P 500 Historical Weight ETF 1.4 18 57 4.5 -0.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 1.4 33 42 6.8 +2.3
DEHP Dimensional Emerging Markets High Profitability ETF 1.4 41 34 4.9 +0.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.4 12 63 3.6 -1.0
AVUQ Avantis U.S. Quality ETF 1.4 15 60 3.5 -1.0
IUSV iShares Core S&P US Value ETF 1.4 4 71 5.9 +1.4
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 21 9.7 +5.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.3 60 15 5.7 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 66 4.4 -0.1
NIKL Sprott Nickel Miners ETF 1.3 75 0 6.6 +2.1
VAW Vanguard Materials ETF 1.3 9 66 4.9 +0.4
DTAN Sparkline International Intangible Value ETF 1.3 55 20 7.2 +2.7
URTH iShares MSCI World ETF 1.3 24 51 4.4 -0.1
TOK iShares MSCI Kokusai ETF 1.2 26 49 4.3 -0.2
LRGF iShares U.S. Equity Factor ETF 1.2 8 67 4.7 +0.2
GSPY Gotham Enhanced 500 ETF 1.2 50 25 4.5 -0.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.2 42 33 4.0 -0.5
VPL Vanguard FTSE Pacific ETF 1.2 7 68 5.4 +0.9
FLAU Franklin FTSE Australia ETF 1.2 9 66 5.7 +1.2
DBJP Xtrackers MSCI Japan Hedged Equity ETF 1.2 47 28 4.8 +0.3
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 50 4.6 +0.1
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 50 5.6 +1.1
AIA iShares Asia 50 ETF 1.2 50 25 8.3 +3.8
ACWI iShares MSCI ACWI ETF 1.2 32 43 4.7 +0.2
FMAT Fidelity MSCI Materials Index ETF 1.2 8 67 4.9 +0.3
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 45 2.7 -1.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 14 1.5 -3.0
BBJP JPMorgan BetaBuilders Japan ETF 1.2 19 56 5.5 +1.0
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.2 25 50 5.6 +1.1
VT Vanguard Total World Stock ETF 1.1 6 69 5.1 +0.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.1 60 15 4.7 +0.1
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.1 20 55 8.3 +3.8
GINN Goldman Sachs Innovate Equity ETF 1.1 52 23 3.8 -0.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 1.1 15 60 8.9 +4.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 66 4.9 +0.4
DXJ WisdomTree Japan Hedged Equity Fund 1.1 48 27 5.5 +1.0
ROBO ROBO Global Robotics & Automation Index ETF 1.1 95 -20 2.4 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 55 4.8 +0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.1 15 60 6.4 +1.9
JIG JPMorgan International Growth ETF 1.1 55 20 3.6 -1.0
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.1 45 30 -1.4 -5.9
IPAC iShares Core MSCI Pacific ETF 1.1 9 66 5.6 +1.1
FLAX Franklin FTSE Asia Ex Japan ETF 1.1 19 56 7.3 +2.8
YOKE Yoke Core ETF 1.1 42 33 3.7 -0.8
ESGE iShares ESG Aware MSCI EM ETF 1.1 25 50 8.3 +3.8
TAX Cambria Tax Aware ETF 1.1 49 26 4.1 -0.5
BKF iShares MSCI BIC ETF 1.1 69 6 13.4 +8.9
FLJP Franklin FTSE Japan ETF 1.0 9 66 5.5 +1.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 19 7.0 +2.5
MODL VictoryShares WestEnd U.S. Sector ETF 1.0 42 33 4.1 -0.4
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 57 4.7 +0.2
PY Principal Value ETF 1.0 15 60 7.1 +2.6
FLJH Franklin FTSE Japan Hedged ETF 1.0 9 66 5.3 +0.8
EEMA iShares MSCI Emerging Markets Asia ETF 1.0 49 26 7.7 +3.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.0 55 20 3.2 -1.3
FENI Fidelity Enhanced International ETF 1.0 28 47 5.8 +1.3
PPIE Putnam PanAgora ESG International Equity ETF 1.0 49 26 6.5 +2.0
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 40 2.7 -1.8
ECON Columbia Emerging Markets Consumer ETF 1.0 49 26 6.9 +2.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 14 -0.7 -5.2
GURU Global X Guru Index ETF 1.0 75 0 2.4 -2.2
AVUS Avantis U.S. Equity ETF 1.0 15 60 4.8 +0.3
DTEC ALPS Disruptive Technologies ETF 0.9 50 25 3.7 -0.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 40 3.6 -0.9
JHML John Hancock Multifactor Large Cap ETF 0.9 29 46 4.5 +0.0
DFAE Dimensional Emerging Core Equity Market ETF 0.9 35 40 7.0 +2.4
SFY SoFi Select 500 ETF 0.9 0 75 3.8 -0.7
POWR iShares U.S. Power Infrastructure ETF 0.9 40 35 3.9 -0.6
VAMO Cambria Value & Momentum ETF 0.9 61 14 5.2 +0.7
KRMA Global X Conscious Companies ETF 0.9 43 32 5.2 +0.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.9 66 9 7.3 +2.8
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 26 4.5 -0.0
ROE Astoria US Quality Kings ETF 0.9 49 26 5.4 +0.9
GOP Unusual Whales Subversive Republican Trading ETF 0.9 50 25 4.4 -0.2
JHEM John Hancock Multifactor Emerging Markets ETF 0.9 49 26 7.6 +3.1
BUL Pacer US Cash Cows Growth ETF 0.9 60 15 3.4 -1.1
POW VistaShares Electrification Supercycle ETF 0.9 75 0 2.0 -2.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.9 70 5 7.1 +2.6
BGRO iShares Large Cap Growth Active ETF 0.9 55 20 1.9 -2.6
AIPO Defiance AI & Power Infrastructure ETF 0.9 69 6 0.8 -3.8
IVLU iShares MSCI Intl Value Factor ETF 0.9 30 45 8.2 +3.7
BKEM BNY Mellon Emerging Markets Equity ETF 0.9 11 64 8.0 +3.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.9 36 39 7.6 +3.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.8 40 35 6.1 +1.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.8 30 45 8.1 +3.6
FJP First Trust Japan AlphaDEX Fund 0.8 80 -5 7.6 +3.0
FPWR First Trust EIP Power Solutions ETF 0.8 96 -21 4.4 -0.1
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 10 7.1 +2.5
CGIE Capital Group International Equity ETF 0.8 54 21 4.6 +0.1
CGUS Capital Group Core Equity ETF 0.8 33 42 3.6 -0.9
EEM iShares MSCI Emerging Markets ETF 0.8 69 6 7.9 +3.4
AVIV Avantis International Large Cap Value ETF 0.8 25 50 6.9 +2.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 5 2.0 -2.5
FXZ First Trust Materials AlphaDEX Fund 0.8 61 14 6.7 +2.2
RFFC ALPS Active Equity Opportunity ETF 0.8 48 27 3.7 -0.9
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.8 15 60 8.0 +3.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 60 5.1 +0.6
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 4.4 -0.1
FESM Fidelity Enhanced Small Cap ETF 0.7 28 47 2.3 -2.2
AFSM First Trust Active Factor Small Cap ETF 0.7 75 0 5.9 +1.4
GLOF iShares Global Equity Factor ETF 0.7 20 55 5.6 +1.1
VWO Vanguard FTSE Emerging Markets ETF 0.7 7 68 9.0 +4.4
VSGX Vanguard ESG International Stock ETF 0.7 10 65 6.7 +2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 46 4.0 -0.5
IEMG iShares Core MSCI Emerging Markets ETF 0.7 9 66 8.2 +3.7
JGLO JPMorgan Global Select Equity ETF 0.7 33 42 4.3 -0.3
LST Leuthold Select Industries ETF 0.7 91 -16 4.9 +0.4
ZAP Global X U.S. Electrification ETF 0.7 50 25 3.4 -1.1
SVAL iShares US Small Cap Value Factor ETF 0.7 20 55 7.4 +2.9
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 37 8.1 +3.6
BLES Inspire Global Hope ETF 0.7 61 14 5.7 +1.2
FIVA Fidelity International Value Factor ETF 0.7 18 57 7.5 +3.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 45 3.7 -0.8
CCNR ALPS CoreCommodity Natural Resources ETF 0.7 39 36 7.9 +3.4
AVDE Avantis International Equity ETF 0.7 23 52 6.2 +1.7
EPS WisdomTree U.S. LargeCap Fund 0.7 8 67 4.8 +0.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.7 25 50 7.5 +3.0
RWL Invesco S&P 500 Revenue ETF 0.7 39 36 5.9 +1.4
DCOR Dimensional US Core Equity 1 ETF 0.7 14 61 4.6 +0.1
VIGI Vanguard International Dividend Appreciation ETF 0.6 10 65 6.1 +1.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.6 38 37 6.9 +2.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.6 12 63 6.3 +1.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 55 5.8 +1.2
EMXF iShares ESG Advanced MSCI EM ETF 0.6 16 59 6.9 +2.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.6 41 34 6.8 +2.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -5 6.7 +2.2
DGT State Street SPDR Global Dow ETF 0.6 50 25 5.8 +1.3
TRFM AAM Transformers ETF 0.6 49 26 1.0 -3.5
GMF SPDR S&P Emerging Asia Pacific ETF 0.6 49 26 8.6 +4.1
WWJD Inspire International ETF 0.6 80 -5 6.1 +1.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.6 14 61 5.3 +0.8
WSML iShares MSCI World Small-Cap ETF 0.6 15 60 5.4 +0.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.6 4 71 6.7 +2.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.6 58 17 5.4 +0.9
IQDG WisdomTree International Quality Dividend Growth Fund 0.6 42 33 5.7 +1.2
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 50 5.9 +1.4
AVDS Avantis International Small Cap Equity ETF 0.6 30 45 6.0 +1.4
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 13 1.5 -3.0
JAVA JPMorgan Active Value ETF 0.5 44 31 5.6 +1.1
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.5 88 -13 8.1 +3.6
MAGA Point Bridge America First ETF 0.5 72 3 5.2 +0.6
IUS Invesco RAFI Strategic US ETF 0.5 19 56 5.8 +1.3
VXUS Vanguard Total International Stock ETF 0.5 5 70 6.6 +2.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 40 6.3 +1.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 15 6.8 +2.3
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 45 6.5 +1.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 45 6.3 +1.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.5 20 55 5.7 +1.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.5 24 51 5.5 +1.0
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 10 3.7 -0.8
STXM Strive Mid-Cap ETF 0.5 18 57 5.7 +1.2
IQSI IQ Candriam International Equity ETF 0.5 15 60 5.6 +1.1
SCHE Schwab Emerging Markets Equity ETF 0.5 11 64 9.3 +4.8
GWX SPDR S&P International Small Cap ETF 0.5 40 35 5.7 +1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 68 5.3 +0.8
RSP Invesco S&P 500 Equal Weight ETF 0.5 20 55 5.9 +1.4
FVD First Trust Value Line Dividend Index Fund 0.5 65 10 5.7 +1.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 69 2.7 -1.8
APIE ActivePassive International Equity ETF 0.5 45 30 6.4 +1.9
SDY State Street SPDR S&P Dividend ETF 0.5 35 40 6.2 +1.6
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 68 6.6 +2.1
ISCB iShares Morningstar Small-Cap ETF 0.5 4 71 5.4 +0.9
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 69 7.8 +3.3
BIBL Inspire 100 ETF 0.5 35 40 4.2 -0.3
PSC Principal U.S. Small-Cap ETF 0.5 38 37 3.7 -0.8
GINX SGI Enhanced Global Income ETF 0.5 98 -23 6.8 +2.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 41 6.4 +1.9
EMXC iShares MSCI Emerging Markets ex China ETF 0.5 25 50 5.3 +0.7
VEA Vanguard FTSE Developed Markets ETF 0.5 3 72 6.0 +1.5
CCSO Carbon Collective Climate Solutions US Equity ETF 0.5 35 40 0.9 -3.7
PRF Invesco FTSE RAFI US 1000 ETF 0.5 34 41 5.8 +1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 71 5.6 +1.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 72 5.9 +1.4
VTWV Vanguard Russell 2000 Value ETF 0.4 10 65 5.0 +0.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 30 6.9 +2.4
DFIV Dimensional International Value ETF 0.4 27 48 7.8 +3.3
IVSI Applied Finance IVS International LrgETF 0.4 65 10 6.0 +1.5
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.4 45 30 9.2 +4.7
WRND IQ Global Equity R&D Leaders ETF 0.4 18 57 4.0 -0.5
SCHF Schwab International Equity ETF 0.4 6 69 6.0 +1.5
IWN iShares Russell 2000 Value ETF 0.4 24 51 4.8 +0.3
UIVM VictoryShares International Value Momentum ETF 0.4 35 40 8.2 +3.7
SSPY Syntax Stratified LargeCap ETF 0.4 30 45 6.1 +1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 40 5.7 +1.2
AVEM Avantis Emerging Markets Equity ETF 0.4 33 42 7.1 +2.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.4 18 57 6.4 +1.9
SPEM SPDR Portfolio Emerging Markets ETF 0.4 7 68 9.3 +4.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 34 6.1 +1.6
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 71 5.9 +1.4
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 58 4.1 -0.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.4 15 60 4.1 -0.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 26 5.9 +1.4
EBI Longview Advantage ETF 0.4 35 40 6.0 +1.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 40 6.5 +2.0
VBR Vanguard Small Cap Value ETF 0.4 7 68 7.9 +3.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 10 65 4.1 -0.4
IEFA iShares Core MSCI EAFE ETF 0.4 7 68 6.0 +1.5
STOX Horizon Core Equity ETF 0.4 70 5 3.6 -0.9
SFTY Horizon Managed Risk ETF 0.4 77 -2 3.5 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 15 6.2 +1.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 36 6.7 +2.2
ROAM Hartford Multifactor Emerging Markets ETF 0.4 44 31 7.6 +3.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 56 5.1 +0.6
EWN iShares MSCI Netherlands ETF 0.4 50 25 4.7 +0.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 55 0.8 -3.7
SMOX Horizon Small/Mid Cap Core Equity ETF 0.4 75 0 5.3 +0.8
AVSE Avantis Responsible Emerging Markets Equity ETF 0.4 33 42 6.7 +2.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.4 17 58 4.7 +0.2
STXK Strive Small-Cap ETF 0.4 18 57 5.2 +0.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 10 1.5 -3.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.4 50 25 8.2 +3.7
DXIV Dimensional International Vector Equity ETF 0.4 34 41 6.6 +2.1
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -14 4.5 -0.0
EFV iShares MSCI EAFE Value ETF 0.4 34 41 7.6 +3.1
DFEV Dimensional Emerging Markets Value ETF 0.4 43 32 9.6 +5.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 50 6.4 +1.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 16 8.4 +3.9
XCEM Columbia EM Core ex-China ETF 0.4 16 59 5.1 +0.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 58 5.0 +0.5
CBSE Clough Select Equity ETF 0.4 85 -10 0.4 -4.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.4 25 50 6.3 +1.8
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.4 20 55 5.6 +1.1
ESGD iShares ESG Aware MSCI EAFE ETF 0.4 20 55 5.8 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.4 20 55 6.0 +1.5
VB Vanguard Small-Cap ETF 0.4 5 70 5.2 +0.7
STXI Strive International Developed Markets ETF 0.4 29 46 6.2 +1.7
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 6.0 +1.5
DFAI Dimensional International Core Equity Market ETF 0.3 18 57 6.0 +1.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 50 6.1 +1.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 60 5.0 +0.4
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 47 8.7 +4.2
USEW Cambria US EW ETF 0.3 30 45 4.2 -0.3
EFA iShares MSCI EAFE ETF 0.3 35 40 5.7 +1.2
GEW Cambria Global EW ETF 0.3 29 46 5.4 +0.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -5 8.8 +4.3
DFIC Dimensional International Core Equity 2 ETF 0.3 23 52 6.2 +1.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 55 5.9 +1.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 51 6.8 +2.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 51 6.0 +1.5
BRF VanEck Brazil Small-Cap ETF 0.3 66 9 9.4 +4.9
EWZS iShares MSCI Brazil Small-Cap ETF 0.3 59 16 9.8 +5.3
AVSD Avantis Responsible International Equity ETF 0.3 23 52 5.9 +1.4
VBK Vanguard Small-Cap Growth ETF 0.3 7 68 1.3 -3.3
AFLG First Trust Active Factor Large Cap ETF 0.3 55 20 5.0 +0.5
DOL WisdomTree International LargeCap Dividend Fund 0.3 48 27 5.7 +1.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 26 13.2 +8.7
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 23 6.5 +2.0
ARGT Global X MSCI Argentina ETF 0.3 59 16 3.2 -1.3
EMLP First Trust North American Energy Infrastructure Fund 0.3 95 -20 4.7 +0.1
CIL VictoryShares International Volatility Wtd ETF 0.3 45 30 5.8 +1.3
DFAS Dimensional U.S. Small Cap ETF 0.3 26 49 5.6 +1.1
SMMD iShares Russell 2500 ETF 0.3 15 60 5.6 +1.0
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 51 5.6 +1.1
EFG iShares MSCI EAFE Growth ETF 0.3 36 39 3.8 -0.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 5 6.1 +1.6
EIPI FT Energy Income Partners Enhanced Income ETF 0.3 110 -35 5.4 +0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 64 11 1.3 -3.2
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 57 6.0 +1.5
AVES Avantis Emerging Markets Value ETF 0.3 36 39 8.7 +4.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 42 6.2 +1.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 36 39 5.4 +0.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 45 7.6 +3.1
STXE Strive Emerging Markets Ex-China ETF 0.3 32 43 5.5 +1.0
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.3 53 22 5.2 +0.7
BKIE BNY Mellon International Equity ETF 0.3 4 71 6.0 +1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.3 4 71 5.2 +0.7
ISMD Inspire Small/Mid Cap ETF 0.3 54 21 5.2 +0.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 60 6.8 +2.3
MADE iShares U.S. Manufacturing ETF 0.3 40 35 3.4 -1.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 36 13.4 +8.9
CNYA iShares MSCI China A ETF 0.3 60 15 6.2 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 51 7.1 +2.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.3 47 28 7.3 +2.8
EZM WisdomTree U.S. MidCap Fund 0.3 38 37 8.0 +3.5
PSET Principal Quality ETF 0.3 15 60 4.8 +0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -5 3.7 -0.9
FRGN Horizon International Equity ETF 0.2 75 0 8.0 +3.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 63 5.9 +1.4
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 33 6.0 +1.5
RSSL Global X Russell 2000 ETF 0.2 8 67 2.7 -1.8
IWM iShares Russell 2000 ETF 0.2 19 56 2.7 -1.9
DFIS Dimensional International Small Cap ETF 0.2 39 36 6.1 +1.6
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 52 5.9 +1.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 7.0 +2.5
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 57 5.8 +1.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 35 3.8 -0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 17 4.9 +0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 71 4 -0.6 -5.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 72 6.1 +1.6
IJH iShares Core S&P Mid-Cap ETF 0.2 5 70 6.1 +1.6
AVDV Avantis International Small Cap Value ETF 0.2 36 39 7.7 +3.2
FRDM Freedom 100 Emerging Markets ETF 0.2 49 26 5.6 +1.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 68 6.1 +1.6
VTWO Vanguard Russell 2000 ETF 0.2 7 68 2.8 -1.7
PEXL Pacer US Export Leaders ETF 0.2 60 15 3.2 -1.3
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 60 5.0 +0.5
IWS iShares Russell Mid-Cap Value ETF 0.2 23 52 6.1 +1.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 66 5.2 +0.7
JHMD John Hancock Multifactor Developed International ETF 0.2 39 36 6.2 +1.6
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 33 5.4 +0.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 46 6.4 +1.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 45 6.0 +1.5
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 50 8.0 +3.5
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 60 6.5 +2.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 55 4.1 -0.4
GVLU Gotham 1000 Value ETF 0.2 50 25 8.1 +3.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 36 7.8 +3.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 30 8.2 +3.6
TPIF Timothy Plan International ETF 0.2 62 13 5.5 +1.0
SCHA Schwab U.S. Small-Cap ETF 0.2 4 71 4.4 -0.1
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 66 5.5 +1.0
DIHP Dimensional International High Profitability ETF 0.2 29 46 5.7 +1.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 67 6.1 +1.6
DXUV Dimensional US Vector Equity ETF 0.2 28 47 5.3 +0.8
SCHC Schwab International Small-Cap Equity ETF 0.2 11 64 6.4 +1.9
IWR iShares Russell Midcap ETF 0.2 19 56 5.4 +0.9
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 45 4.7 +0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 60 6.1 +1.6
IXN iShares Global Tech ETF 0.2 41 34 2.9 -1.6
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 45 5.2 +0.7
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 51 5.8 +1.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 35 5.7 +1.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 66 6.6 +2.1
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 52 7.1 +2.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 60 5.1 +0.6
IGRO iShares International Dividend Growth ETF 0.1 15 60 6.7 +2.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.1 12 63 5.3 +0.8
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 6.3 +1.8
SIZE iShares MSCI USA Size Factor ETF 0.1 15 60 5.5 +1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 36 6.2 +1.7
DWM WisdomTree International Equity Fund 0.1 48 27 5.6 +1.1
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 55 4.7 +0.2
INTF iShares International Equity Factor ETF 0.1 15 60 6.4 +1.9
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 40 5.3 +0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 35 5.3 +0.8
HEDJ WisdomTree Europe Hedged Equity Fund 0.1 58 17 6.0 +1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 4.2 -0.3
PTL Inspire 500 ETF 0.1 9 66 4.4 -0.1
QINT American Century Quality Diversified International ETF 0.1 39 36 6.6 +2.1
ROSC Hartford Multifactor Small Cap ETF 0.1 34 41 7.3 +2.7
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 33 6.6 +2.1
VIS Vanguard Industrials ETF 0.1 9 66 3.6 -0.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 37 3.9 -0.7
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 17 7.3 +2.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 50 6.1 +1.6
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 50 6.2 +1.7
VIG Vanguard Dividend Appreciation ETF 0.1 5 70 5.0 +0.5
VYM Vanguard High Dividend Yield Index ETF 0.1 6 69 6.1 +1.6
FIDU Fidelity MSCI Industrial Index ETF 0.1 8 67 3.6 -0.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 36 3.5 -1.0
VXF Vanguard Extended Market ETF 0.1 5 70 3.8 -0.7
DISV Dimensional International Small Cap Value ETF 0.1 42 33 8.2 +3.6
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 71 5.8 +1.3
IWD iShares Russell 1000 Value ETF 0.1 19 56 5.5 +1.0
VONV Vanguard Russell 1000 Value ETF 0.1 7 68 5.6 +1.1
DFSV Dimensional US Small Cap Value ETF 0.1 31 44 8.9 +4.4
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 17 8.1 +3.6
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 17 7.3 +2.8
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 50 9.0 +4.5
PRXV Praxis Impact Large Cap Value ETF 0.1 36 39 5.7 +1.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 63 5.6 +1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 50 5.5 +1.0
PFM Invesco Dividend Achievers ETF 0.0 53 22 4.7 +0.2
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 47 5.7 +1.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 55 4.3 -0.2
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 65 4.4 -0.1
VFMO Vanguard U.S. Momentum Factor ETF 0.0 13 62 1.7 -2.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 41 5.2 +0.7
IWO iShares Russell 2000 Growth ETF 0.0 24 51 0.5 -4.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 64 4.4 -0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 55 6.1 +1.6
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 65 0.6 -3.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 30 5.7 +1.2
DFLV Dimensional US Large Cap Value ETF 0.0 22 53 6.3 +1.8
DIVB iShares Core Dividend ETF 0.0 5 70 7.4 +2.9
STXV Strive 1000 Value ETF 0.0 18 57 7.0 +2.5
SPEU SPDR Portfolio Europe ETF 0.0 7 68 6.4 +1.9
IEUR iShares Core MSCI Europe ETF 0.0 11 64 6.3 +1.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 46 5.7 +1.2
VGK Vanguard FTSE Europe ETF 0.0 6 69 6.5 +2.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 10 0.0 -4.5

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 2.7 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 4.5 %
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.