SCIU

Global X Scientific Beta U.S. ETF
B

74
*Unless otherwise stated, data provided by FactSet.

SCIU Fund Description

SCIU tracks an index of US-listed large cap stocks selected and weighted by multiple factors.

SCIU Factset Analytics Insight

From a universe of the 500 largest and most liquid US-listed stocks, SCIU builds a portfolio based on four factors: value (price/book), size (free-float market cap), low volatility (trailing 2-years), and momentum (11-month total return). These securities are weighted according to a proprietary, multifactor approach. Specifically, the fund uses five different weighting schemes and takes the average weight from these in an effort to diversify model risk. SCIU charges a reasonable fee for its exposure and underlying mechanics.

SCIU MSCI ESG Analytics Insight

Global X Scientific Beta U.S. ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.29 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Global X Scientific Beta U.S. ETF ranks in the 48th percentile within its peer group and in the 49th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SCIU MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

SCIU Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SCIU 4.11% 4.66% 22.22% 5.57% 12.00% -- --
SCIU (NAV) 4.25% 3.79% 22.31% 4.97% 12.03% -- --
MSCI USA Large Cap Index 4.13% 3.57% 21.56% 5.97% 14.56% 10.83% 13.23%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SCIU Summary Data

Global X
05/12/15
Open-Ended Fund
0.19%
$99.89M
$181.02K
0.16%

SCIU Portfolio Data

$60.26B
24.07
2.77
2.70%
12/30/19
388

SCIU Index Data

Scientific Beta United States Multi-Beta Multi-Strategy Four-Factor Equal Risk Contribution Index
Multi-Factor
Multi-Factor
MSCI USA Large Cap Index

SCIU Portfolio Management

0.19%
-0.16%
-0.10%
-0.26%

SCIU Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SCIU Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

SCIU Factset Analytics Block Liquidity

As of 09/19/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SCIU. SCIU is rated a 5 out of 5.

SCIU Tradability

5,511
$181.02K
3,404
$114.46K
0.16%
$0.05
-0.04%
0.89% / -0.92%
None
100.00%
50,000
0.07
0.10%
0.00%
0
$33.86
5

SCIU Sector/Industry Breakdown


SCIU
Segment Benchmark
17.80%
14.77%
17.36%
29.02%
14.73%
13.15%
13.72%
2.64%
10.57%
9.15%
9.57%
14.03%
7.21%
7.74%
4.42%
5.11%
3.45%
2.10%
1.17%
2.30%

SCIU Top 10 Holdings[View All]

8.39%

SCIU Countries


SCIU
Segment Benchmark
100.00%
100.00%

SCIU Regions


SCIU
Segment Benchmark
100.00%
100.00%

SCIU Economic Development


SCIU
Segment Benchmark
100.00%
100.00%

SCIU Performance Statistics

0.95
0.85
0.84
0.85
0.26%
MSCI USA Large Cap Index

SCIU MSCI ESG Ratings

BBB
5.29 / 10
49.37
48.50
12.76%
4.58%
522.19

SCIU Benchmark Comparison Holdings

388
298
219
39.21%

SCIU Benchmark Comparison Summary


SCIU
Segment Benchmark
388
298
$60.26B
$268.77B
24.07
21.93
2.77
3.46
1.97%
1.91%
Low
Low

SCIU Benchmark Comparison Market Cap Size


SCIU
Segment Benchmark
85.06%
99.74%
14.46%
0.26%
0.48%
0.00%
0.00%
0.00%