SCIU:ARCA-Global X Scientific Beta US

ETF | Large Blend | NYSE Arca

Last Closing

USD 29.1509

Change

+0.07 (+0.25)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Scientific Beta United States Multi-Beta Multi-Strategy Equal Risk Contribution Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index generally comprises approximately 500 or less U.S. listed common stocks selected based on a proprietary methodology developed by EDHEC Risk Institute Asia Ltd. The fund is non-diversified.

Inception Date: 12/05/2015

Primary Benchmark: SB US Mul-Beta Mul-Strat 4Fct ERC TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.35%

Management Expense Ratio: 0.19 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-16 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

-1.46 (-0.59%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust 0.09 %

-2.98 (-0.59%)

USD 528.58B
IVV iShares Core S&P 500 ETF 0.04 %

-2.94 (-0.58%)

USD 449.07B
VOO Vanguard S&P 500 ETF 0.03 %

-2.79 (-0.60%)

USD 426.13B
VIG Vanguard Dividend Appreciation.. 0.06 %

-0.65 (-0.37%)

USD 77.60B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

-0.67 (-0.61%)

USD 53.20B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

-0.33 (-0.21%)

USD 52.39B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

-0.31 (-0.52%)

USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

-1.59 (-0.57%)

USD 34.47B
VV Vanguard Large-Cap Index Fund .. 0.04 %

-1.20 (-0.52%)

USD 33.73B

ETFs Containing SCIU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.41% 41% F 42% F
Dividend Return N/A N/A N/A N/A F
Total Return 4.41% 40% F 42% F
Trailing 12 Months  
Capital Gain -7.79% 33% F 56% F
Dividend Return 2.05% 83% B 39% F
Total Return -5.74% 35% F 52% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 7.63% 51% F 73% C
Dividend Return 8.66% 42% F 68% D+
Total Return 1.03% 33% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 7.70% 70% C- 78% C+
Risk Adjusted Return 112.47% 61% D- 89% A-
Market Capitalization N/A N/A N/A N/A F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.