CHRI - ETF AI Analysis
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Global X S&P 500 Christian Values ETF (CHRI)
CHRI, the Global X S&P 500 Christian Values ETF, earns a solid overall rating largely because it is heavily invested in high-quality tech leaders like Apple, Microsoft, and Alphabet, which all show strong financial performance, positive earnings outlooks, and promising growth in areas like cloud, AI, and services. However, some major holdings such as Nvidia, Amazon, Meta, and Tesla face risks from high valuations, mixed or bearish technical signals, and issues like cash flow management or regulatory concerns, and the fund’s concentration in large U.S. technology and internet companies is a key risk factor that can increase volatility if this sector weakens.
CHRI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 10.07M
- Region
- North America
- Expense Ratio
- 0.29%
- Beta
- 1.01
- Issuer
- Global X
- Inception Date
- Sep 23, 2025
- Dividend Yield
- 0.38%
- Asset Class
- Equity
- Index Tracked
- S&P 500 Christian Values Screened Index - Benchmark TR Gross
CHRI Summary
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 while excluding businesses that don’t meet certain Christian ethical standards. The fund is heavily invested in technology and other major sectors, with top holdings like Apple and Nvidia. Someone might consider CHRI for broad diversification and long-term growth while aligning their investments with their faith and values. A key risk is that it still moves up and down with the overall stock market, so your investment value can fluctuate.
How much will it cost me?
This ETF has an expense ratio of 0.29%, which means you’ll pay about $2.90 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because, while it’s passively tracking the S&P 500, it adds extra faith-based screening to align with Christian values.
What would affect this ETF?
CHRI’s focus on large U.S. companies, especially big technology names like Nvidia, Apple, and Microsoft, means it could benefit if innovation, corporate earnings, and the broader U.S. stock market stay strong, and if interest rates eventually ease, supporting growth stocks. On the other hand, its heavy tilt toward tech and communication services can hurt performance if regulators tighten rules on major platforms, if higher interest rates pressure growth companies, or if its Christian values screens cause it to miss out on strong-performing firms excluded by its ethical criteria.
CHRI Top 10 Holdings
This faith-based S&P 500 fund is heavily powered by U.S. Big Tech, with Nvidia, Apple, and Microsoft in the driver’s seat. Apple and Microsoft have been steadily rising, helping to prop up returns, while Nvidia’s recent wobble has taken a bit of shine off the semiconductor story. Amazon and Alphabet are more mixed, lately acting as a slight drag rather than a boost. With most of the top names tied to U.S. technology and AI themes, the fund’s fortunes are closely hitched to the mood around mega-cap growth stocks.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.78% | $783.06K | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.66% | $771.09K | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 5.92% | $595.88K | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.63% | $365.20K | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.52% | $253.45K | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.47% | $248.75K | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 2.03% | $204.40K | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 2.09% | $210.46K | $1.57T | -7.72% | 76Outperform |
 TSLA | Tesla | 1.72% | $173.42K | $1.58T | -9.15% | 73Outperform |
 MU | Micron | 1.60% | $160.69K | $1.00T | 294.96% | 79Outperform |
CHRI Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CHRI, the sentiment is Negative. The current price of 89.80 is below the 20-day moving average (MA) of 91.81, below the 50-day MA of 91.32, and above the 200-day MA of 86.58, indicating a neutral trend. The MACD of -0.13 indicates Positive momentum. The RSI at 39.24 is Neutral, neither overbought nor oversold. The STOCH value of 24.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CHRI.
CHRI Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CHRI | $89.80 | $103.00(14.70% Upside) | $10.07M | 0.29% | 74Outperform |
 PRMR | $28.30 | $34.26(21.05% Upside) | $93.63M | 1.00% | 73Outperform |
 SPXE | $80.85 | $100.28(24.03% Upside) | $86.64M | 0.09% | 74Outperform |
 FCUS | $36.61 | $47.16(28.82% Upside) | $86.02M | 0.80% | 67Neutral |
 NULC | $54.91 | $68.31(24.40% Upside) | $81.33M | 0.21% | 74Outperform |
 QARP | $68.79 | $79.94(16.21% Upside) | $79.50M | 0.19% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CHRI | Global X S&P 500 Christian Values ETF | 89.80 | 8.20 | 10.05% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 80.85 | 7.60 | 10.37% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| NULC | Nuveen ESG Large-Cap ETF | 54.91 | 7.00 | 14.61% | |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 68.79 | 11.60 | 20.27% |
This 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.