CHRI - ETF AI Analysis
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Global X S&P 500 Christian Values ETF (CHRI)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past three months, showing positive momentum.
Leading Technology Holdings
Several major technology names in the top holdings have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any single industry struggles.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Concentration in a Few Big Names
The top holdings make up a significant portion of the fund, increasing the risk if any of these large companies run into trouble.
Mixed Performance Among Top Stocks
While some leading positions have done well, others have shown weak or negative performance, which can create uneven results for the ETF.
CHRI vs. SPDR S&P 500 ETF (SPY)
AUM8.26M
RegionNorth America
Expense Ratio0.29%
Beta1.01
IssuerGlobal X
Inception DateSep 23, 2025
Dividend Yield0.37%
Asset ClassEquity
Index TrackedS&P 500 Christian Values Screened Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume567
30 Day Avg. Volume1,074
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
110.41Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering465
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CHRI Summary
The Global X S&P 500 Christian Values ETF (CHRI) is a fund that follows the S&P 500 Christian Values Screened Index, which is based on the regular S&P 500 but removes companies that don’t meet certain Christian ethical standards. It still invests in many of America’s largest businesses, including well-known names like Apple and Nvidia, giving investors broad exposure to big U.S. companies while reflecting their faith-based values. Someone might invest for long-term growth and diversification across many sectors. A key risk is that the ETF is heavily tilted toward U.S. technology stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?The Global X S&P 500 Christian Values ETF (CHRI) has an expense ratio of 0.29%, which means you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it includes additional screening to align with Christian values.
What would affect this ETF?The Global X S&P 500 Christian Values ETF (CHRI) could benefit from continued growth in the technology sector, as it has significant exposure to leading companies like Nvidia, Microsoft, and Apple. However, potential risks include economic downturns or regulatory changes that could impact large-cap companies in the U.S., as well as sector-specific challenges such as rising interest rates affecting financial stocks or shifts in consumer behavior impacting cyclical industries. The ETF's focus on ethical screening may also limit diversification compared to the broader S&P 500 index.
CHRI Top 10 Holdings
CHRI is leaning heavily on U.S. Big Tech, with Nvidia, Microsoft, and Micron doing most of the heavy lifting as AI enthusiasm keeps these chip and software names rising. Apple, usually a market darling, is losing a bit of steam lately, while Broadcom and Meta have turned more mixed and are no longer clear engines of growth. Amazon and Alphabet sit in the middle lane with steady but choppy moves. Overall, this is a U.S.-centric, tech-driven story, with financials like JPMorgan playing more of a supporting role than a lead.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.26% | $682.61K | $5.55T | 37.92% | 76 Outperform | |
| Apple | 7.20% | $594.72K | $4.67T | 33.49% | 79 Outperform | |
| Microsoft | 5.66% | $467.27K | $3.71T | 0.95% | 79 Outperform | |
| Amazon | 3.84% | $316.89K | $2.79T | 11.27% | 71 Outperform | |
| Alphabet Class A | 3.04% | $251.38K | $4.12T | 44.02% | 85 Outperform | |
| Broadcom | 2.52% | $208.58K | $1.70T | 6.87% | 76 Outperform | |
| Alphabet Class C | 2.43% | $200.74K | $4.12T | 42.58% | 82 Outperform | |
| Meta Platforms | 2.03% | $167.94K | $1.57T | -18.03% | 76 Outperform | |
| Micron | 1.61% | $133.18K | $1.15T | 673.84% | 79 Outperform | |
| Tesla | 1.60% | $132.48K | $1.40T | 0.92% | 73 Outperform |
CHRI Technical Analysis
Positive
―
Price Trends
89.89
Positive
88.48
Positive
84.59
Positive
Market Momentum
0.37
Positive
55.75
Neutral
74.07
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CHRI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 91.33, equal to the 50-day MA of 89.89, and equal to the 200-day MA of 84.59, indicating a bullish trend. The MACD of 0.37 indicates Positive momentum. The RSI at 55.75 is Neutral, neither overbought nor oversold. The STOCH value of 74.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CHRI.
CHRI Peer Comparison
Comparison Results
Performance Comparison
CHRI
Global X S&P 500 Christian Values ETF
91.50
12.85
16.34%
PRMR
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ALTL
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SPXE
ProShares S&P 500 Ex-Energy ETF
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FCUS
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EGGQ
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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