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 shown positive returns over the year so far and in recent months, indicating solid recent momentum.
Leading Technology and Growth Holdings
Several of the largest positions in major technology and growth companies have delivered strong gains, helping drive the fund’s results.
Broad Sector Diversification
Holdings spread across technology, financials, communication services, consumer sectors, health care, and more help reduce the impact of weakness in any single industry.
Negative Factors
High Concentration in Technology
A large portion of the portfolio is in the technology sector, which can increase volatility if that area of the market struggles.
Mixed Performance Among Top Holdings
Some of the biggest positions, including well-known large-cap stocks, have shown weak or negative performance this year, which can drag on overall returns.
Limited Geographic Diversification
The fund is almost entirely invested in U.S. companies, offering little protection if the U.S. market faces a downturn.
CHRI vs. SPDR S&P 500 ETF (SPY)
AUM7.09M
RegionNorth America
Expense Ratio0.29%
Beta1.01
IssuerGlobal X
Inception DateSep 23, 2025
Dividend Yield0.38%
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. Volume2,502
30 Day Avg. Volume1,136
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
106.25Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering466
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CHRI Summary
The Global X S&P 500 Christian Values ETF (CHRI) is a U.S. stock fund that follows the S&P 500 Christian Values Screened Index. It invests in many of America’s largest companies, like Apple and Nvidia, but removes businesses that don’t meet certain Christian ethical standards. This gives investors broad, large‑company diversification while trying to stay aligned with their faith and values. Someone might invest in CHRI to seek long-term growth from leading U.S. companies while following a values-based approach. A key risk is that the fund is heavily invested in U.S. stocks and technology, so its value can rise and fall sharply with the stock market and tech sector.
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 leans heavily on U.S. Big Tech, with Nvidia, Apple, Microsoft, Amazon, and Alphabet doing most of the heavy lifting for returns. Lately, though, many of these giants have been catching their breath, with Microsoft, Meta, and Tesla losing a bit of spark and acting as mild brakes on performance. Micron is the surprise engine, rising strongly on AI-related momentum and helping offset some of the tech fatigue. Overall, this is a U.S.-centric, tech-heavy story where a few mega-cap names still set the tone for the entire fund.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.30% | $517.08K | $4.71T | 22.22% | 76 Outperform | |
| Apple | 7.02% | $496.59K | $4.53T | 47.93% | 79 Outperform | |
| Microsoft | 4.49% | $317.86K | $2.90T | -22.12% | 79 Outperform | |
| Amazon | 3.73% | $264.02K | $2.61T | 12.14% | 71 Outperform | |
| Alphabet Class A | 3.31% | $234.66K | $4.34T | 110.50% | 85 Outperform | |
| Alphabet Class C | 2.65% | $187.35K | $4.34T | 105.51% | 82 Outperform | |
| Broadcom | 2.64% | $187.07K | $1.71T | 36.42% | 76 Outperform | |
| Meta Platforms | 2.01% | $142.23K | $1.48T | -14.58% | 76 Outperform | |
| Tesla | 1.74% | $123.15K | $1.48T | 40.95% | 73 Outperform | |
| Micron | 1.71% | $120.97K | $1.10T | 654.20% | 79 Outperform |
CHRI Technical Analysis
Positive
―
Price Trends
87.84
Positive
84.14
Positive
Market Momentum
0.33
Negative
57.52
Neutral
82.20
Negative
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 88.09, equal to the 50-day MA of 87.84, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.33 indicates Negative momentum. The RSI at 57.52 is Neutral, neither overbought nor oversold. The STOCH value of 82.20 is Negative, 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
89.18
10.53
13.39%
ACEP
ARS Core Equity Portfolio ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
JOYT
JPMorgan Equity and Options Total Return ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
JHDG
John Hancock Hedged Equity ETF
―
―
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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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