Global X Emerging Markets ex-China ETF
ALTAR
Score™		 3.7% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 18.6x P/Sales
ratio		 2.0x
P/BV
ratio		 2.8x Div.
yield		 1.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EMM is an actively managed fund that invests in stocks of emerging market companies of all sizes that are believed to be future leaders within their respective markets.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Global X
Website www.globalxetfs.com/EMM
Inception date May 15, 2023
Assets (mns) $26
Currency USD
Expense ratio 75 bp
Distributions Semi-annual

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 71
Wgt avg mkt cap (mns) $116,759
Large cap (>$10bn) 70.7%
Mid cap ($2-10bn) 18.9%
Small cap (<$2bn) 7.8%
Developed mkts 3.2%
Emerging mkts 96.2%

TOP TEN HOLDINGS
TAIWAN SEMICONDUCTOR-SP ADR 9.0 %
SAMSUNG ELECTR-GDR REGS 7.2 %
HYNIX SEMICONDUCTOR INC 3.9 %
ALCHIP TECHNOLOGIES LTD. 3.1 %
ICICI BANK LTD-SPON ADR 3.1 %
MEDIATEK INC 2.7 %
RELIANCE INDS-SPONS GDR 144A 2.4 %
QUANTA COMPUTER INC 2.2 %
LARSEN & TOUBRO LIMITED 2.2 %
LEMON TREE HOTELS LTD. 2.1 %
Total 37.9 %

TOP COUNTRY EXPOSURE
INDIA 27.3 %
TAIWAN 21.5 %
SOUTH KOREA 15.4 %
BRAZIL 6.5 %
INDONESIA 4.5 %
SAUDI ARABIA 4.1 %
MEXICO 3.6 %
SOUTH AFRICA 3.0 %
UAE 2.0 %
BRITAIN 1.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.5% -- -- -- 9.5%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $26.56
30d moving avg. $24.89
Annualized volatility 0.0%
Short interest (ETF) 0.5%
Relative strength (RSI) 65

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.3%
Bid/Ask (% of price) 0.47%
ADV underlying (mns) $6,199

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 447 potential alternatives to the Global X Emerging Markets ex-China ETF ETF based on the alternatives' overlap in portfolio holdings with EMM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EMM Expense: 75 bp ALTAR Score™: 3.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EMM
Ticker Fund
Name		 Overlap1
vs EMM
(%)		 Expense
ratio
(bp)		 Savings
vs EMM
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EMM
(%)
EMC Global X Emerging Markets Great Consumer ETF 56.9 75 0 4.9 +1.2
FRDM Freedom 100 Emerging Markets ETF 24.8 49 26 7.3 +3.6
EEMO Invesco S&P Emerging Markets Momentum ETF 19.1 29 46 6.1 +2.4
XCEM Columbia EM Core ex-China ETF 18.5 16 59 7.3 +3.6
GMF SPDR S&P Emerging Asia Pacific ETF 16.4 49 26 6.3 +2.6
AVEM Avantis Emerging Markets Equity ETF 16.4 33 42 9.0 +5.3
NDIA Global X India Active ETF 15.0 75 0 6.5 +2.8
MINV Matthews Asia Innovators Active ETF 14.2 79 -4 2.8 -0.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 14.0 32 43 6.2 +2.5
STXE Strive Emerging Markets Ex-China ETF 13.9 32 43 6.9 +3.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 13.6 24 51 7.1 +3.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 13.4 33 42 7.1 +3.4
JIG JPMorgan International Growth ETF 13.0 55 20 4.4 +0.7
XC WisdomTree Emerging Markets Ex-China Fund 12.4 32 43 6.2 +2.5
EMXC iShares MSCI Emerging Markets ex China ETF 12.4 25 50 6.6 +3.0
EMXF iShares ESG Advanced MSCI EM ETF 12.2 16 59 7.4 +3.7
EMDM First Trust Bloomberg Emerging Market Democracies ETF 11.4 75 0 9.5 +5.8
DEHP Dimensional Emerging Markets High Profitability ETF 11.0 41 34 7.3 +3.6
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 10.9 32 43 7.5 +3.8
JHEM John Hancock Multifactor Emerging Markets ETF 10.5 49 26 8.3 +4.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 10.3 30 45 7.4 +3.8
ROAM Hartford Multifactor Emerging Markets ETF 10.2 44 31 11.6 +7.9
OSEA Harbor International Compounders ETF 10.1 55 20 3.7 +0.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 10.0 15 60 7.0 +3.3
NUEM Nuveen ESG Emerging Markets Equity ETF 9.7 36 39 6.8 +3.1
SPEM SPDR Portfolio Emerging Markets ETF 9.6 7 68 7.4 +3.7
MEM Matthews Emerging Markets Equity Active ETF 9.6 79 -4 5.7 +2.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 9.6 30 45 8.5 +4.8
BKEM BNY Mellon Emerging Markets Equity ETF 9.6 11 64 7.7 +4.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 9.5 36 39 7.4 +3.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 9.4 66 9 7.1 +3.4
INDA iShares MSCI India ETF 9.4 65 10 3.7 -0.0
EEM iShares MSCI Emerging Markets ETF 9.1 69 6 6.9 +3.2
SMH VanEck Semiconductor ETF 9.0 35 40 4.3 +0.6
NFTY First Trust India NIFTY 50 Equal Weight ETF 8.9 80 -5 6.2 +2.5
EMMF WisdomTree Emerging Markets Multifactor Fund 8.8 48 27 9.3 +5.6
DFAE Dimensional Emerging Core Equity Market ETF 8.7 35 40 7.7 +4.0
EEMA iShares MSCI Emerging Markets Asia ETF 8.4 49 26 6.6 +2.9
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 8.4 50 25 10.4 +6.7
UMMA Wahed Dow Jones Islamic World ETF 8.4 65 10 4.3 +0.6
FLTW Franklin FTSE Taiwan ETF 8.3 19 56 5.9 +2.3
PIN Invesco India ETF 8.1 78 -3 3.8 +0.1
BRAZ Global X Brazil Active ETF 8.1 75 0 10.2 +6.5
VWO Vanguard FTSE Emerging Markets ETF 7.9 8 67 7.5 +3.8
FLIN Franklin FTSE India ETF 7.9 19 56 5.2 +1.5
IEMG iShares Core MSCI Emerging Markets ETF 7.9 9 66 7.5 +3.8
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 7.9 45 30 8.5 +4.8
LDEM iShares ESG MSCI EM Leaders ETF 7.8 17 58 7.7 +4.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 7.7 70 5 6.2 +2.6
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 7.6 60 15 0.9 -2.8
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 7.6 20 55 7.4 +3.7
EWT iShares MSCI Taiwan ETF 7.5 58 17 5.7 +2.0
AIA iShares Asia 50 ETF 7.5 50 25 6.8 +3.1
SCHE Schwab Emerging Markets Equity ETF 7.5 11 64 7.5 +3.8
FLAX Franklin FTSE Asia Ex Japan ETF 7.5 19 56 7.1 +3.4
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 7.4 95 -20 11.3 +7.6
INCO Columbia India Consumer ETF 7.3 75 0 1.6 -2.1
ESGE iShares ESG Aware MSCI EM ETF 7.1 25 50 7.6 +3.9
DFEV Dimensional Emerging Markets Value ETF 7.0 43 32 10.8 +7.1
EMGF iShares Emerging Markets Equity Factor ETF 7.0 25 50 8.6 +4.9
EWY iShares MSCI South Korea ETF 7.0 58 17 8.5 +4.8
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 6.9 18 57 7.9 +4.2
FLKR Franklin FTSE South Korea ETF 6.9 9 66 9.3 +5.7
AOTG AOT Growth and Innovation ETF 6.8 75 0 3.1 -0.6
INDY iShares India 50 ETF 6.8 89 -14 3.7 +0.0
CWI SPDR MSCI ACWI ex-US ETF 6.8 30 45 6.8 +3.1
DEM WisdomTree Emerging Markets High Dividend Fund 6.7 63 12 12.8 +9.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 6.6 38 37 8.1 +4.5
ILF iShares Latin America 40 ETF 6.6 48 27 10.2 +6.5
AVES Avantis Emerging Markets Value ETF 6.4 36 39 12.0 +8.3
PXH Invesco FTSE RAFI Emerging Markets ETF 6.2 49 26 12.3 +8.6
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 6.1 41 34 7.7 +4.0
FDEM Fidelity Emerging Markets Multifactor ETF 5.9 25 50 11.8 +8.1
BTEK Future Tech ETF 5.9 88 -13 2.1 -1.6
APIE ActivePassive International Equity ETF 5.8 45 30 7.8 +4.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 5.7 59 16 9.5 +5.8
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 5.7 25 50 7.0 +3.3
TMFG Motley Fool Global Opportunities ETF 5.7 85 -10 3.3 -0.4
CARZ First Trust NASDAQ Global Auto Index Fund 5.3 70 5 3.5 -0.2
DSTX Distillate International Fundamental Stability & Value ETF 5.3 55 20 8.1 +4.4
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 5.2 39 36 12.4 +8.7
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 5.1 44 31 10.2 +6.5
ASEA Global X FTSE Southeast Asia ETF 4.9 65 10 6.5 +2.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.9 45 30 1.4 -2.3
RNEM First Trust Emerging Markets Equity Select ETF 4.8 75 0 8.2 +4.5
UEVM VictoryShares Emerging Markets Value Momentum ETF 4.8 45 30 12.5 +8.9
SXUS Janus Henderson International Sustainable Equity ETF 4.7 60 15 4.6 +0.9
WUGI AXS Esoterica NextG Economy ETF 4.7 75 0 2.2 -1.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.7 75 0 3.2 -0.5
LOUP Innovator Deepwater Frontier Tech ETF 4.6 70 5 2.4 -1.3
FLLA Franklin FTSE Latin America ETF 4.6 19 56 11.6 +7.9
MOTO SmartETFs Smart Transportation & Technology ETF 4.6 68 7 6.6 +2.9
SOXQ Invesco PHLX Semiconductor ETF 4.5 19 56 5.2 +1.5
AGQI First Trust Active Global Quality Income ETF 4.5 85 -10 5.9 +2.2
QTUM Defiance Quantum ETF 4.5 40 35 3.9 +0.2
EIDO iShares MSCI Indonesia ETF 4.5 59 16 7.6 +3.9
IDX VanEck Indonesia Index ETF 4.5 57 18 7.8 +4.1
GDVD R3 Global Dividend Growth ETF 4.4 88 -13 5.8 +2.1
WWJD Inspire International ETF 4.4 80 -5 7.2 +3.5
XNTK SPDR NYSE Technology ETF 4.3 35 40 4.0 +0.3
TINY ProShares Nanotechnology ETF 4.3 58 17 1.9 -1.8
DGIN VanEck Digital India ETF 4.2 71 4 1.6 -2.1
CGGO Capital Group Global Growth Equity ETF 4.2 47 28 4.3 +0.6
EELV Invesco S&P Emerging Markets Low Volatility ETF 4.1 29 46 8.3 +4.6
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 4.1 20 55 10.7 +7.0
EPI WisdomTree India Earnings Fund 4.0 85 -10 6.6 +2.9
CGXU Capital Group International Focus Equity ETF 4.0 54 21 4.1 +0.4
SOXX iShares Semiconductor ETF 4.0 35 40 5.4 +1.7
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 4.0 90 -15 6.8 +3.1
BKF iShares MSCI BIC ETF 4.0 69 6 7.0 +3.3
BKCI BNY Mellon Concentrated International ETF 3.9 80 -5 5.3 +1.6
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 3.9 86 -11 2.0 -1.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 3.8 88 -13 6.1 +2.4
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 3.7 86 -11 1.9 -1.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.6 68 7 5.4 +1.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.6 78 -3 8.8 +5.1
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 3.6 40 35 7.1 +3.4
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 3.6 60 15 9.9 +6.2
CHAT Roundhill Generative AI & Technology ETF 3.6 75 0 4.3 +0.6
VEU Vanguard FTSE All-World ex-US Index Fund 3.6 8 67 7.2 +3.5
FLMX Franklin FTSE Mexico ETF 3.6 19 56 10.8 +7.1
EWW iShares MSCI Mexico ETF 3.6 50 25 9.7 +6.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.5 65 10 8.4 +4.7
METV Roundhill Ball Metaverse ETF 3.5 59 16 3.3 -0.4
NTZG Nuveen Global Net Zero Transition ETF 3.4 56 19 5.0 +1.3
ECON Columbia Emerging Markets Consumer ETF 3.4 49 26 4.7 +1.0
NXTG First Trust Indxx NextG ETF 3.4 70 5 6.1 +2.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 3.3 50 25 5.9 +2.2
DIVZ TrueShares Low Volatility Equity Income ETF 3.3 65 10 8.6 +4.9
CBSE Clough Select Equity ETF 3.3 85 -10 -2.3 -6.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.3 65 10 3.8 +0.1
IQM Franklin Intelligent Machines ETF 3.3 50 25 3.1 -0.6
DIVS SmartETFs Dividend Builder ETF 3.2 65 10 4.7 +1.0
BLOK Amplify Transformational Data Sharing ETF 3.2 75 0 1.2 -2.5
CGRO CoreValues Alpha Greater China Growth ETF 3.2 75 0 2.6 -1.1
AFK VanEck Africa Index ETF 3.0 98 -23 9.8 +6.1
GVIP Goldman Sachs Hedge Industry VIP ETF 2.9 45 30 4.7 +1.0
BRF VanEck Brazil Small-Cap ETF 2.9 66 9 7.8 +4.1
ECOW Pacer Emerging Markets Cash Cows 100 ETF 2.9 70 5 11.2 +7.5
DARP Grizzle Growth ETF 2.9 75 0 3.2 -0.5
FEM First Trust Emerging Markets AlphaDEX Fund 2.8 80 -5 16.0 +12.4
GGME Invesco Next Gen Media and Gaming ETF 2.7 60 15 4.1 +0.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.7 30 45 7.8 +4.1
KSA iShares MSCI Saudi Arabia ETF 2.7 74 1 5.5 +1.8
ARVR First Trust Indxx Metaverse ETF 2.7 70 5 2.5 -1.2
IGPT Invesco AI and Next Gen Software ETF 2.7 60 15 3.8 +0.1
VSGX Vanguard ESG International Stock ETF 2.6 12 63 6.9 +3.2
ACWX iShares MSCI ACWI ex U.S. ETF 2.6 34 41 6.7 +3.0
EWZS iShares MSCI Brazil Small-Cap ETF 2.6 59 16 8.1 +4.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.6 41 34 6.6 +3.0
FLSA Franklin FTSE Saudi Arabia ETF 2.6 39 36 5.7 +2.0
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 2.6 80 -5 10.0 +6.3
ARKQ ARK Autonomous Technology & Robotics ETF 2.5 75 0 1.6 -2.1
VYMI Vanguard International High Dividend Yield ETF 2.5 22 53 9.7 +6.0
VIDI Vident International Equity Strategy ETF 2.5 61 14 11.9 +8.2
KOCG FIS Knights of Columbus Global Belief ETF 2.5 75 0 5.3 +1.6
RODE Hartford Multifactor Diversified International ETF 2.4 29 46 11.5 +7.8
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 2.4 68 7 8.8 +5.1
CRAK VanEck Oil Refiners ETF 2.4 61 14 13.7 +10.0
SDEM Global X MSCI SuperDividend Emerging Markets ETF 2.4 67 8 17.3 +13.6
IDAT iShares Future Cloud 5G and Tech ETF 2.4 47 28 4.6 +0.9
ARKW ARK Next Generation Internet ETF 2.3 87 -12 -3.0 -6.7
BLES Inspire Global Hope ETF 2.3 61 14 6.4 +2.7
IXUS iShares Core MSCI Total International Stock ETF 2.3 7 68 6.9 +3.2
VXUS Vanguard Total International Stock ETF 2.3 7 68 7.1 +3.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.3 9 66 5.7 +2.1
HAP VanEck Natural Resources ETF 2.3 50 25 9.7 +6.0
GINN Goldman Sachs Innovate Equity ETF 2.3 52 23 2.7 -1.0
BNE Blue Horizon BNE ETF 2.2 87 -12 5.0 +1.3
UIVM VictoryShares International Value Momentum ETF 2.2 35 40 10.7 +7.0
DRIV Global X Autonomous & Electric Vehicles ETF 2.1 68 7 3.3 -0.4
RFFC ALPS Active Equity Opportunity ETF 2.1 48 27 4.6 +0.9
FLN First Trust Latin America AlphaDEX Fund 2.0 80 -5 11.0 +7.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.0 47 28 10.3 +6.6
AIQ Global X Artificial Intelligence & Technology ETF 2.0 68 7 4.2 +0.5
KPOP KPOP and Korean Entertainment ETF 2.0 75 0 -9.2 -12.8
DEW WisdomTree Global High Dividend Fund 1.9 58 17 9.2 +5.5
SPDW SPDR Portfolio Developed World ex-US ETF 1.9 3 72 6.9 +3.2
ISHP First Trust Nasdaq Retail ETF 1.9 60 15 3.1 -0.6
PICK iShares MSCI Global Metals & Mining Producers ETF 1.9 39 36 11.0 +7.4
INQQ India Internet & Ecommerce ETF 1.9 86 -11 10.8 +7.1
IWFH iShares Virtual Work and Life Multisector ETF 1.9 47 28 -3.5 -7.2
OND ProShares On-Demand ETF 1.9 58 17 -2.4 -6.1
EZA iShares MSCI South Africa ETF 1.8 58 17 11.0 +7.3
SNSR Global X Internet of Things ETF 1.8 68 7 4.4 +0.7
VPL Vanguard FTSE Pacific ETF 1.8 8 67 6.9 +3.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.7 42 33 6.9 +3.2
EEMD AAM S&P Emerging Markets High Dividend Value ETF 1.7 49 26 18.9 +15.2
TTAI FCF International Quality ETF 1.7 59 16 7.4 +3.7
EMIF iShares Emerging Markets Infrastructure ETF 1.7 60 15 4.6 +0.9
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -14 4.8 +1.1
WRND IQ Global Equity R&D Leaders ETF 1.6 18 57 7.2 +3.5
EMFQ Amplify Emerging Markets FinTech ETF 1.6 69 6 5.4 +1.7
ARKF ARK Fintech Innovation ETF 1.6 75 0 -2.3 -5.9
BITQ Bitwise Crypto Industry Innovators ETF 1.6 85 -10 -5.1 -8.8
COPX Global X Copper Miners ETF 1.6 65 10 7.0 +3.3
DMAT Global X Disruptive Materials ETF 1.6 59 16 9.7 +6.0
FKU First Trust United Kingdom AlphaDEX Fund 1.6 80 -5 7.5 +3.8
GMET VanEck Green Metals ETF 1.6 63 12 9.7 +6.0
SETM Sprott Energy Transition Materials ETF 1.6 65 10 5.1 +1.4
BWEB Bitwise Web3 ETF 1.6 85 -10 1.0 -2.7
GREK Global X MSCI Greece ETF 1.6 57 18 -1.6 -5.3
BUYZ Franklin Disruptive Commerce ETF 1.5 50 25 2.1 -1.6
FLBR Franklin FTSE Brazil ETF 1.5 19 56 12.3 +8.6
EWZ iShares MSCI Brazil ETF 1.5 58 17 11.8 +8.1
JPIN J.P. Morgan Diversified Return International Equity ETF 1.4 37 38 8.7 +5.0
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.4 60 15 14.6 +10.9
IGRO iShares International Dividend Growth ETF 1.4 15 60 7.1 +3.4
JOET Virtus Terranova US Quality Momentum ETF 1.4 29 46 5.3 +1.6
QINT American Century Quality Diversified International ETF 1.4 39 36 7.4 +3.7
DGT SPDR Global Dow ETF 1.4 50 25 6.7 +3.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.3 80 -5 10.8 +7.1
TRFM AAM Transformers ETF 1.3 49 26 1.3 -2.4
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.3 12 63 8.6 +4.9
PRAY FIS Christian Stock Fund 1.3 69 6 6.0 +2.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 14 -4.2 -7.9
VIGI Vanguard International Dividend Appreciation ETF 1.3 15 60 5.6 +1.9
GLIN VanEck India Growth Leaders ETF 1.2 77 -2 5.3 +1.6
EYLD Cambria Emerging Shareholder Yield ETF 1.2 66 9 12.0 +8.3
XT iShares Exponential Technologies ETF 1.2 46 29 3.9 +0.2
FEP First Trust Europe AlphaDEX Fund 1.2 80 -5 8.7 +5.0
FEUZ First Trust Eurozone AlphaDEX ETF 1.2 80 -5 8.4 +4.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.2 65 10 1.6 -2.1
WGMI Valkyrie Bitcoin Miners ETF 1.1 75 0 -12.4 -16.1
VT Vanguard Total World Stock ETF 1.1 7 68 5.9 +2.2
TIME Clockwise Core Equity & Innovation ETF 1.1 95 -20 2.0 -1.7
JGRO JPMorgan Active Growth ETF 1.1 44 31 3.4 -0.3
EPOL iShares MSCI Poland ETF 1.1 59 16 10.6 +6.9
RSHO Tema American Reshoring ETF 1.1 75 0 3.7 -0.0
IQDF FlexShares International Quality Dividend Index Fund 1.1 47 28 10.7 +7.0
GLOF iShares Global Equity Factor ETF 1.1 20 55 7.1 +3.4
FNDF Schwab Fundamental International Large Co. Index ETF 1.1 25 50 9.1 +5.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.1 47 28 0.7 -3.0
ACWI iShares MSCI ACWI ETF 1.1 32 43 5.5 +1.8
UAE iShares MSCI UAE ETF 1.1 59 16 9.0 +5.3
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 30 3.4 -0.3
THD iShares MSCI Thailand ETF 1.1 58 17 5.8 +2.1
KNCT Invesco Next Gen Connectivity ETF 1.0 40 35 6.0 +2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.0 47 28 6.0 +2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 55 5.6 +1.9
MOTI VanEck Morningstar International Moat ETF 1.0 58 17 6.9 +3.2
IXN iShares Global Tech ETF 1.0 41 34 4.4 +0.7
GNR SPDR S&P Global Natural Resources ETF 1.0 40 35 9.4 +5.7
TEMP JPMorgan Climate Change Solutions ETF 1.0 49 26 4.6 +1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.0 12 63 5.1 +1.4
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 55 6.8 +3.1
FDNI First Trust Dow Jones International Internet ETF 1.0 65 10 2.8 -0.9
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.9 70 5 7.1 +3.5
FMIL Fidelity New Millennium ETF 0.9 59 16 4.3 +0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -5 4.5 +0.8
NULG Nuveen ESG Large-Cap Growth ETF 0.9 26 49 4.4 +0.7
AADR AdvisorShares Dorsey Wright ADR ETF 0.9 110 -35 5.4 +1.7
VCR Vanguard Consumer Discretionary ETF 0.9 10 65 4.7 +1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 58 17 4.9 +1.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.9 40 35 4.2 +0.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.9 75 0 3.8 +0.1
PNQI Invesco NASDAQ Internet ETF 0.9 60 15 2.6 -1.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.9 60 15 5.6 +1.9
ONLN ProShares Online Retail ETF 0.9 58 17 3.0 -0.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.9 8 67 4.9 +1.2
ARGT Global X MSCI Argentina ETF 0.9 59 16 7.0 +3.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 0.9 106 -31 3.0 -0.7
PWB Invesco Large Cap Growth ETF 0.9 56 19 3.1 -0.6
GBUY Goldman Sachs Future Consumer Equity ETF 0.9 75 0 3.1 -0.6
EBIZ Global X E-Commerce ETF 0.9 50 25 1.2 -2.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 40 4.9 +1.2
CLOD Themes Cloud Computing ETF 0.9 35 40 3.7 0.0
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 27 0.4 -3.3
NULC Nuveen ESG Large-Cap ETF 0.9 21 54 5.6 +1.9
INNO Harbor Disruptive Innovation ETF 0.9 75 0 -3.6 -7.2
SCHY Schwab International Dividend Equity ETF 0.9 14 61 9.2 +5.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.9 20 55 6.8 +3.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 14 -14.4 -18.1
JAVA JPMorgan Active Value ETF 0.8 44 31 6.4 +2.7
IXG iShares Global Financials ETF 0.8 42 33 6.9 +3.2
RXI iShares Global Consumer Discretionary ETF 0.8 41 34 5.6 +1.9
IBUY Amplify Online Retail ETF 0.8 65 10 1.8 -1.9
SCHF Schwab International Equity ETF 0.8 6 69 7.0 +3.3
KOMP SPDR S&P Kensho New Economies Composite ETF 0.8 20 55 2.1 -1.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.8 45 30 8.5 +4.8
CGGR Capital Group Growth ETF 0.7 39 36 3.5 -0.2
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.7 51 24 6.8 +3.1
CIL VictoryShares International Volatility Wtd ETF 0.7 45 30 6.9 +3.2
FILL iShares MSCI Global Energy Producers ETF 0.7 39 36 9.4 +5.7
BPAY BlackRock Future Financial and Technology ETF 0.7 70 5 8.5 +4.8
FBZ First Trust Brazil AlphaDEX Fund 0.7 80 -5 11.9 +8.2
FPXI First Trust International Equity Opportunities ETF 0.7 70 5 3.7 -0.0
SFYF SoFi Social 50 ETF 0.7 29 46 -2.6 -6.3
IPO Renaissance IPO ETF 0.7 60 15 -3.2 -6.9
FXO First Trust Financials AlphaDEX Fund 0.7 62 13 9.3 +5.6
VEA Vanguard FTSE Developed Markets ETF 0.7 5 70 7.0 +3.3
AVLV Avantis U.S. Large Cap Value ETF 0.7 15 60 7.6 +3.9
TPIF Timothy Plan International ETF 0.7 62 13 6.8 +3.1
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.7 58 17 10.0 +6.3
EPHE iShares MSCI Philippines ETF 0.7 59 16 8.7 +5.1
GLIF AGF Global Infrastructure ETF 0.7 45 30 5.5 +1.8
RWX SPDR Dow Jones International Real Estate ETF 0.6 59 16 7.2 +3.5
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.6 10 65 8.1 +4.4
EDIV SPDR S&P Emerging Markets Dividend ETF 0.6 49 26 10.7 +7.1
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.6 65 10 13.0 +9.3
CID VictoryShares International High Div Volatility Wtd ETF 0.6 45 30 9.5 +5.8
CNRG SPDR S&P Kensho Clean Power ETF 0.6 45 30 -7.4 -11.1
SMOG VanEck Low Carbon Energy ETF 0.6 61 14 2.9 -0.8
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.6 75 0 5.2 +1.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.6 58 17 6.0 +2.3
VRAI Virtus Real Asset Income ETF 0.6 55 20 8.7 +5.0
SGDM Sprott Gold Miners ETF 0.6 50 25 6.0 +2.4
FTRI First Trust Indxx Global Natural Resources Income ETF 0.6 70 5 10.8 +7.1
GDX VanEck Gold Miners ETF 0.6 51 24 4.8 +1.1
PID Invesco International Dividend Achievers ETF 0.6 53 22 6.7 +3.0
DINT Davis Select International ETF 0.6 55 20 4.7 +1.0
DWLD Davis Select Worldwide ETF 0.6 63 12 5.7 +2.0
LRGF iShares U.S. Equity Factor ETF 0.6 8 67 5.9 +2.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.6 24 51 8.6 +4.9
FM iShares Frontier and Select EM ETF 0.6 80 -5 9.6 +5.9
TUR iShares MSCI Turkey ETF 0.5 58 17 18.0 +14.3
FBCG Fidelity Blue Chip Growth ETF 0.5 59 16 2.6 -1.1
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 52 3.9 +0.2
QQQM Invesco NASDAQ 100 ETF 0.5 15 60 4.7 +1.1
QQQ Invesco QQQ Trust Series I 0.5 20 55 4.7 +1.0
FVD First Trust Value Line Dividend Index Fund 0.5 65 10 6.0 +2.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.5 45 30 4.7 +1.0
IYF iShares U.S. Financials ETF 0.5 40 35 6.4 +2.7
KXI iShares Global Consumer Staples ETF 0.5 41 34 5.6 +1.9
GCOW Pacer Global Cash Cows Dividend ETF 0.5 60 15 13.8 +10.1
QQMG Invesco ESG NASDAQ 100 ETF 0.5 20 55 4.8 +1.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.5 65 10 7.6 +3.9
EWU iShares MSCI United Kingdom ETF 0.5 50 25 7.8 +4.2
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 60 3.8 +0.1
CGUS Capital Group Core Equity ETF 0.4 33 42 4.7 +1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 39 4.8 +1.1
JRNY ALPS Global Travel Beneficiaries ETF 0.4 65 10 0.0 -3.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.4 46 29 9.0 +5.3
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 50 5.7 +2.0
MXI iShares Global Materials ETF 0.4 41 34 6.7 +3.0
IXP iShares Global Comm Services ETF 0.4 42 33 5.3 +1.6
FMET Fidelity Metaverse ETF 0.4 39 36 4.4 +0.7
SOCL Global X Social Media ETF 0.4 65 10 -5.5 -9.2
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 65 5.3 +1.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.3 9 66 9.8 +6.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.3 12 63 4.9 +1.2
IDHQ Invesco S&P International Developed High Quality ETF 0.3 29 46 5.8 +2.2
IGF iShares Global Infrastructure ETF 0.3 41 34 5.0 +1.3
GII SPDR S&P Global Infrastructure ETF 0.3 40 35 5.0 +1.3
FLGB Franklin FTSE United Kingdom ETF 0.3 9 66 8.3 +4.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 65 5.2 +1.5
AVUS Avantis U.S. Equity ETF 0.3 15 60 6.1 +2.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 26 5.0 +1.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 54 3.9 +0.2
ILCG iShares Morningstar Growth ETF 0.3 4 71 4.1 +0.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 0 4.7 +1.0
GDEF Goldman Sachs Defensive Equity ETF 0.3 55 20 4.4 +0.7
MVPS Amplify Thematic All-Stars ETF 0.3 49 26 1.7 -2.0
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 65 5.2 +1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.3 10 65 5.5 +1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 57 4.4 +0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.3 9 66 5.1 +1.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 36 6.9 +3.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.2 10 65 4.9 +1.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.2 10 65 4.8 +1.2
IWR iShares Russell Midcap ETF 0.2 19 56 5.8 +2.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 68 5.2 +1.5
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 25 7.0 +3.3
SMIN iShares MSCI India Small Cap ETF 0.2 79 -4 4.3 +0.6
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 66 5.1 +1.4
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 62 2.8 -0.9
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 66 6.8 +3.1
ROBO ROBO Global Robotics & Automation Index ETF 0.2 95 -20 2.8 -0.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 68 6.5 +2.8
RVRB Reverb ETF 0.2 30 45 5.0 +1.3
NUDM Nuveen ESG International Developed Markets Equity ETF 0.2 31 44 6.4 +2.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 36 4.6 +0.9
ISZE iShares MSCI Intl Size Factor ETF 0.2 30 45 6.6 +2.9
SPEU SPDR Portfolio Europe ETF 0.2 7 68 6.6 +2.9
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 41 10.6 +6.9
FLEE Franklin FTSE Europe ETF 0.2 9 66 6.9 +3.2
VGK Vanguard FTSE Europe ETF 0.2 11 64 6.9 +3.2
VOTE TCW Transform 500 ETF 0.2 5 70 5.3 +1.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 73 5.3 +1.6
IQSI IQ Candriam International Equity ETF 0.2 15 60 6.4 +2.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 68 5.2 +1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 75 5.3 +1.6
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.2 80 -5 14.0 +10.3
SUSA iShares MSCI USA ESG Select ETF 0.2 25 50 5.4 +1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 64 5.3 +1.6
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 72 5.3 +1.6
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 60 5.3 +1.6
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 27 7.8 +4.1
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.1 85 -10 -0.9 -4.6
PBUS Invesco MSCI USA ETF 0.1 4 71 5.3 +1.6
EFV iShares MSCI EAFE Value ETF 0.1 34 41 9.1 +5.4
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 66 5.5 +1.8
SIZE iShares MSCI USA Size Factor ETF 0.1 15 60 6.1 +2.4
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 63 5.4 +1.7
ESGD iShares ESG Aware MSCI EAFE ETF 0.1 20 55 6.4 +2.7
EUSA iShares MSCI USA Equal Weighted ETF 0.1 9 66 6.2 +2.5
EXI iShares Global Industrials ETF 0.1 42 33 4.7 +1.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 55 6.7 +3.0
TOK iShares MSCI Kokusai ETF 0.1 26 49 5.3 +1.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 26 6.7 +3.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 5.2 +1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 50 5.7 +2.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 35 7.8 +4.1
URTH iShares MSCI World ETF 0.1 24 51 5.4 +1.7
DWM WisdomTree International Equity Fund 0.1 48 27 7.9 +4.2
BKIE BNY Mellon International Equity ETF 0.1 4 71 6.9 +3.2
IVRS iShares Future Metaverse Tech and Communications ETF 0.1 47 28 -5.3 -9.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 43 5.2 +1.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.1 14 61 6.2 +2.5
IWS iShares Russell Mid-Cap Value ETF 0.1 23 52 6.7 +3.0
IEUR iShares Core MSCI Europe ETF 0.1 11 64 -1.3 -5.0
IEV iShares Europe ETF 0.1 67 8 6.2 +2.5
AVIV Avantis International Large Cap Value ETF 0.1 25 50 9.0 +5.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 50 6.9 +3.2
DFIC Dimensional International Core Equity 2 ETF 0.1 23 52 7.5 +3.8
KRUZ Unusual Whales Subversive Republican Trading ETF 0.1 75 0 5.0 +1.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 29 6.3 +2.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 36 7.3 +3.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 55 6.3 +2.6
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 51 6.3 +2.6
EFA iShares MSCI EAFE ETF 0.1 35 40 6.4 +2.7
IWF iShares Russell 1000 Growth ETF 0.1 19 56 4.7 +1.1
VONG Vanguard Russell 1000 Growth ETF 0.1 8 67 4.9 +1.2
JHMD John Hancock Multifactor Developed International ETF 0.1 39 36 7.4 +3.7
AVDE Avantis International Equity ETF 0.1 23 52 7.9 +4.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 55 6.0 +2.3
IEFA iShares Core MSCI EAFE ETF 0.1 7 68 2.7 -1.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 57 6.9 +3.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 36 7.6 +4.0
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 71 6.7 +3.0
IWB iShares Russell 1000 ETF 0.1 15 60 5.2 +1.5
VONE Vanguard Russell 1000 ETF 0.1 8 67 5.3 +1.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 39 6.4 +2.7
IWV iShares Russell 3000 ETF 0.1 20 55 5.0 +1.3
VTHR Vanguard Russell 3000 ETF 0.1 10 65 5.1 +1.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.0 20 55 6.9 +3.3
IUS Invesco RAFI Strategic US ETF 0.0 19 56 7.4 +3.7
VONV Vanguard Russell 1000 Value ETF 0.0 8 67 6.8 +3.1
IWD iShares Russell 1000 Value ETF 0.0 19 56 6.6 +2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.0 14 61 5.4 +1.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.0 75 0 3.8 +0.1
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 36 7.4 +3.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 45 6.9 +3.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.0 20 55 7.3 +3.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 50 7.2 +3.5
QUS SPDR MSCI USA StrategicFactors ETF 0.0 15 60 6.1 +2.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 17 4.6 +0.9

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Global X Emerging Markets ex-China ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.1 %
Divided by: Fwd. P/BV 2.7 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 3.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.28 CATEGORY
AVERAGE		 1.39
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.