WisdomTree International MidCap Dividend Fund
ALTAR
Score™
7.6% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
11.7x P/Sales
ratio
0.8x
P/BV
ratio
1.3x Div.
yield
4.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree International MidCap Dividend Fund seeks investment results that correspond to the performance of the WisdomTree International MidCap Dividend Index. The Index tracks mid-cap companies that pay regular dividends in Europe and Asia.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree ETFs/USA
Website www.wisdomtree.com
Inception date Jun 16, 2006
Assets (mns) $131
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Dividend
Index replication Optimized
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 565
Wgt avg mkt cap (mns) $7,657
Large cap (>$10bn) 28.1%
Mid cap ($2-10bn) 71.5%
Small cap (<$2bn) 0.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
AMUNDI SA 0.8 %
ROYAL KPN NV 0.7 %
HONGKONG ELECTRIC HOLDINGS 0.7 %
COLES GROUP LTD. 0.6 %
LINK REIT 0.6 %
HONG KONG & CHINA GAS 0.6 %
MEDIOBANCA SPA 0.6 %
BANK HAPOALIM BM 0.6 %
JULIUS BAER GRUPPE AG 0.6 %
KEPPEL CORP LTD 0.5 %
Total 6.3 %

TOP COUNTRY EXPOSURE
JAPAN 23.1 %
AUSTRALIA 11.4 %
BRITAIN 10.3 %
FRANCE 8.0 %
ITALY 5.8 %
SWITZERLAND 5.3 %
GERMANY 4.2 %
SPAIN 4.1 %
NETHERLANDS 3.3 %
ISRAEL 3.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.8% 4.2% 3.8% 4.1% 4.4%

Market Correlations
versus... Beta R-squared
S&P500 0.81 69%
MSCI EAFE 1.00 98%
MSCI Emg. Mkts. 0.80 67%

Technical Indicators
Recent close $60.79
30d moving avg. $57.77
Annualized volatility 17.1%
Short interest (ETF) 0.0%
Relative strength (RSI) 68

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.3%
Bid/Ask (% of price) 0.14%
ADV underlying (mns) $11,649

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 474 potential alternatives to the WisdomTree International MidCap Dividend Fund ETF based on the alternatives' overlap in portfolio holdings with DIM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DIM Expense: 58 bp ALTAR Score™: 7.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DIM
Ticker Fund
Name
Overlap1
vs DIM
(%)
Expense
ratio
(bp)
Savings
vs DIM
(bp)
ALTAR
Score™
(%)
ALTAR
vs DIM
(%)
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 33.5 24 34 8.4 +0.8
IMFL Invesco International Developed Dynamic Multifactor ETF 32.3 34 24 10.8 +3.2
ISZE iShares MSCI Intl Size Factor ETF 30.1 30 28 6.6 -1.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 26.9 29 29 8.6 +1.0
JPIN J.P. Morgan Diversified Return International Equity ETF 26.4 37 21 8.6 +1.0
SCZ iShares MSCI EAFE Small-Cap ETF 23.2 40 18 6.0 -1.6
DFIC Dimensional International Core Equity 2 ETF 20.7 23 35 7.4 -0.2
DFSI Dimensional International Sustainability Core 1 ETF 20.3 24 34 6.2 -1.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 20.1 80 -22 10.9 +3.3
AVDE Avantis International Equity ETF 19.7 23 35 7.9 +0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 19.5 39 19 7.5 -0.1
DTH WisdomTree International High Dividend Fund 19.1 58 0 10.2 +2.6
FNDC Schwab Fundamental International Small Co. Index ETF 19.1 39 19 6.7 -0.9
DWM WisdomTree International Equity Fund 18.9 48 10 7.9 +0.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 18.6 40 18 7.8 +0.2
QINT American Century Quality Diversified International ETF 18.6 39 19 7.4 -0.2
AVIV Avantis International Large Cap Value ETF 18.3 25 33 8.9 +1.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 18.1 58 0 9.2 +1.6
DFIS Dimensional International Small Cap ETF 17.9 39 19 6.6 -1.0
IEUS iShares MSCI Europe Small-Cap ETF 17.9 42 16 5.8 -1.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 17.8 25 33 7.4 -0.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 17.8 49 9 5.9 -1.7
IPAC iShares Core MSCI Pacific ETF 17.7 9 49 6.4 -1.2
DFIV Dimensional International Value ETF 17.1 27 31 10.2 +2.6
EUDG WisdomTree Europe Quality Dividend Growth Fund 17.0 58 0 5.8 -1.8
JHMD John Hancock Multifactor Developed International ETF 16.9 39 19 7.4 -0.2
FLJP Franklin FTSE Japan ETF 16.8 9 49 6.8 -0.8
INTF iShares International Equity Factor ETF 16.7 15 43 7.9 +0.3
JPXN iShares JPX-Nikkei 400 ETF 16.6 48 10 7.2 -0.4
FLJH Franklin FTSE Japan Hedged ETF 16.4 9 49 6.6 -1.0
UIVM VictoryShares International Value Momentum ETF 16.0 35 23 10.7 +3.1
DMXF iShares ESG Advanced MSCI EAFE ETF 15.6 12 46 5.4 -2.3
VPL Vanguard FTSE Pacific ETF 15.3 8 50 6.5 -1.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 15.1 80 -22 5.5 -2.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 15.0 22 36 6.2 -1.4
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 14.9 51 7 6.6 -1.0
CIL VictoryShares International Volatility Wtd ETF 14.8 45 13 6.7 -0.9
TPIF Timothy Plan International ETF 14.7 62 -4 6.5 -1.1
DXJ WisdomTree Japan Hedged Equity Fund 14.7 48 10 7.8 +0.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 14.6 30 28 7.7 +0.1
DFAI Dimensional International Core Equity Market ETF 14.6 18 40 6.9 -0.7
IQIN IQ 500 International ETF 14.6 25 33 8.9 +1.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 14.5 58 0 5.4 -2.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 14.5 30 28 6.8 -0.9
FEP First Trust Europe AlphaDEX Fund 14.5 80 -22 8.8 +1.2
DWMF WisdomTree International Multifactor Fund 14.4 38 20 7.2 -0.5
BBJP JPMorgan BetaBuilders Japan ETF 14.3 19 39 6.8 -0.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 14.3 25 33 7.4 -0.2
IQDG WisdomTree International Quality Dividend Growth Fund 14.1 42 16 5.6 -2.0
IEFA iShares Core MSCI EAFE ETF 13.9 7 51 6.6 -1.0
FDEV Fidelity International Multifactor ETF 13.7 18 40 7.2 -0.4
FNDF Schwab Fundamental International Large Co. Index ETF 13.6 25 33 9.0 +1.4
DIHP Dimensional International High Profitability ETF 13.1 29 29 6.9 -0.7
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 13.1 25 33 7.7 +0.0
ISCF iShares International SmallCap Equity Factor ETF 13.0 23 35 8.7 +1.1
FEUZ First Trust Eurozone AlphaDEX ETF 12.9 80 -22 8.4 +0.8
IQSI IQ Candriam International Equity ETF 12.9 15 43 6.3 -1.4
EWJ iShares MSCI Japan ETF 12.8 50 8 6.4 -1.2
IDEV iShares Core MSCI International Developed Markets ETF 12.7 4 54 6.7 -0.9
HFXI IQ FTSE International Equity Currency Neutral ETF 12.6 20 38 6.7 -0.9
SPDW SPDR Portfolio Developed World ex-US ETF 12.5 3 55 6.8 -0.8
DBJP Xtrackers MSCI Japan Hedged Equity ETF 12.4 47 11 6.3 -1.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 12.3 14 44 6.0 -1.6
EFV iShares MSCI EAFE Value ETF 12.2 34 24 9.3 +1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 12.2 45 13 8.3 +0.7
VEA Vanguard FTSE Developed Markets ETF 12.0 5 53 6.9 -0.7
GSID Goldman Sachs MarketBeta International Equity ETF 11.9 20 38 6.6 -1.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 11.9 20 38 6.0 -1.6
SCHF Schwab International Equity ETF 11.9 6 52 7.0 -0.6
ESGD iShares ESG Aware MSCI EAFE ETF 11.8 20 38 6.4 -1.2
IEUR iShares Core MSCI Europe ETF 11.7 11 47 6.7 -0.9
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 11.6 19 39 5.5 -2.1
DIVI Franklin International Core Dividend Tilt Index ETF 11.5 9 49 7.9 +0.3
EFA iShares MSCI EAFE ETF 11.5 35 23 6.4 -1.2
EPP iShares MSCI Pacific ex-Japan ETF 11.4 47 11 5.1 -2.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 11.3 32 26 6.7 -1.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 11.3 36 22 6.3 -1.3
VGK Vanguard FTSE Europe ETF 11.3 11 47 6.8 -0.8
RFDI First Trust Riverfront Dynamic Developed International ETF 11.2 83 -25 8.9 +1.3
SPEU SPDR Portfolio Europe ETF 11.0 7 51 6.7 -0.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 10.9 45 13 6.3 -1.3
DISV Dimensional International Small Cap Value ETF 10.8 42 16 9.3 +1.6
EWJV iShares MSCI Japan Value ETF 10.6 15 43 8.8 +1.2
BKIE BNY Mellon International Equity ETF 10.6 4 54 6.9 -0.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 10.6 39 19 7.5 -0.1
EFG iShares MSCI EAFE Growth ETF 10.5 36 22 4.0 -3.6
FLAU Franklin FTSE Australia ETF 10.4 9 49 5.6 -2.1
IMTM iShares MSCI Intl Momentum Factor ETF 10.3 30 28 7.1 -0.5
VIDI Vident International Equity Strategy ETF 10.3 61 -3 11.4 +3.8
IDLV Invesco S&P International Developed Low Volatility ETF 10.3 25 33 5.8 -1.8
FLEE Franklin FTSE Europe ETF 10.2 9 49 6.9 -0.8
VSGX Vanguard ESG International Stock ETF 9.8 12 46 4.3 -3.3
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 9.6 9 49 9.8 +2.2
IVLU iShares MSCI Intl Value Factor ETF 9.5 30 28 10.9 +3.3
FLEU Franklin FTSE Eurozone ETF 9.3 9 49 6.7 -0.9
FJP First Trust Japan AlphaDEX Fund 9.2 80 -22 10.0 +2.4
SCHC Schwab International Small-Cap Equity ETF 9.1 11 47 5.9 -1.7
IQLT iShares MSCI Intl Quality Factor ETF 9.0 30 28 5.7 -2.0
DWX SPDR S&P International Dividend ETF 9.0 45 13 6.7 -0.9
HEDJ WisdomTree Europe Hedged Equity Fund 9.0 58 0 8.3 +0.7
VXUS Vanguard Total International Stock ETF 8.9 7 51 5.2 -2.4
VEU Vanguard FTSE All-World ex-US Index Fund 8.9 8 50 5.1 -2.5
IXUS iShares Core MSCI Total International Stock ETF 8.8 7 51 5.0 -2.6
IQDF FlexShares International Quality Dividend Index Fund 8.8 47 11 10.5 +2.8
VYMI Vanguard International High Dividend Yield ETF 8.7 22 36 9.7 +2.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 8.6 46 12 6.4 -1.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 8.5 42 16 6.6 -1.0
IDMO Invesco S&P International Developed Momentum ETF 8.4 25 33 7.8 +0.2
AIVI WisdomTree International AI Enhanced Value Fund 8.4 58 0 8.3 +0.7
ICOW Pacer Developed Markets International Cash Cows 100 ETF 8.3 65 -7 12.7 +5.1
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 8.3 10 48 8.0 +0.4
FLGB Franklin FTSE United Kingdom ETF 8.1 9 49 8.5 +0.9
NUDM Nuveen ESG International Developed Markets Equity ETF 8.0 31 27 6.2 -1.4
WPS iShares International Developed Property ETF 8.0 48 10 6.9 -0.7
VNQI Vanguard Global ex-U.S. Real Estate ETF 7.9 12 46 8.4 +0.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 7.8 20 38 6.8 -0.8
SCJ iShares MSCI Japan Small-Cap ETF 7.8 50 8 6.1 -1.5
IGRO iShares International Dividend Growth ETF 7.8 15 43 7.3 -0.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 7.7 7 51 6.4 -1.3
EZU iShares MSCI Eurozone ETF 7.7 52 6 6.2 -1.4
EWA iShares MSCI Australia ETF 7.6 50 8 5.0 -2.6
TTAI FCF International Quality ETF 7.5 59 -1 6.7 -0.9
BBEU JPMorgan BetaBuilders Europe ETF 7.5 9 49 6.7 -0.9
ACWX iShares MSCI ACWI ex U.S. ETF 7.5 34 24 4.8 -2.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 7.4 41 17 6.6 -1.0
IFGL iShares International Developed Real Estate ETF 7.4 48 10 7.0 -0.6
AVDV Avantis International Small Cap Value ETF 7.3 36 22 7.9 +0.3
IEV iShares Europe ETF 7.3 67 -9 6.3 -1.3
ESGN Columbia International ESG Equity Income ETF 7.2 45 13 9.4 +1.8
ERET iShares Environmentally Aware Real Estate ETF 7.1 30 28 6.9 -0.7
FID First Trust S&P International Dividend Aristocrats ETF 6.8 60 -2 9.4 +1.8
CID VictoryShares International High Div Volatility Wtd ETF 6.8 45 13 9.5 +1.9
VIGI Vanguard International Dividend Appreciation ETF 6.7 15 43 5.3 -2.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 6.7 80 -22 5.6 -2.1
RODE Hartford Multifactor Diversified International ETF 6.7 29 29 11.3 +3.7
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 6.6 20 38 10.7 +3.1
IQDE FlexShares International Quality Dividend Defensive Index ET 6.6 47 11 10.2 +2.6
WDIV SPDR S&P Global Dividend ETF 6.5 40 18 9.6 +2.0
FKU First Trust United Kingdom AlphaDEX Fund 6.4 80 -22 7.5 -0.1
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 6.4 80 -22 9.8 +2.2
RFEU First Trust Riverfront Dynamic Europe ETF 6.4 83 -25 8.7 +1.1
RWX SPDR Dow Jones International Real Estate ETF 6.2 59 -1 6.3 -1.4
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 6.1 68 -10 6.9 -0.7
IDHQ Invesco S&P International Developed High Quality ETF 6.0 29 29 5.9 -1.7
VWID Virtus WMC International Dividend ETF 6.0 49 9 9.3 +1.7
GLOF iShares Global Equity Factor ETF 6.0 20 38 7.1 -0.5
IDV iShares International Select Dividend ETF 5.9 51 7 14.0 +6.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 5.9 47 11 9.8 +2.2
JSTC Adasina Social Justice All Cap Global ETF 5.7 89 -31 4.5 -3.1
RWO SPDR Dow Jones Global Real Estate ETF 5.7 50 8 6.4 -1.2
EWU iShares MSCI United Kingdom ETF 5.6 50 8 8.0 +0.4
CWI SPDR MSCI ACWI ex-US ETF 5.6 30 28 6.7 -1.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 5.4 35 23 6.1 -1.6
LVHI Franklin International Low Volatility High Dividend Index ET 5.4 40 18 10.5 +2.9
IVAL Alpha Architect International Quantitative Value ETF 5.4 49 9 6.2 -1.4
FYLD Cambria Foreign Shareholder Yield ETF 5.3 59 -1 11.7 +4.1
EXI iShares Global Industrials ETF 5.3 42 16 4.7 -3.0
EUFN iShares MSCI Europe Financials ETF 5.0 51 7 8.6 +1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.0 25 33 5.9 -1.7
DEW WisdomTree Global High Dividend Fund 5.0 58 0 9.1 +1.5
JIRE JPMorgan International Research Enhanced Equity ETF 4.9 24 34 6.7 -1.0
IMOM Alpha Architect International Quantitative Momentum ETF 4.8 49 9 6.6 -1.0
DSTX Distillate International Fundamental Stability & Value ETF 4.7 55 3 7.4 -0.2
DFGR Dimensional Global Real Estate ETF 4.7 22 36 6.7 -0.9
REET iShares Global REIT ETF 4.7 14 44 6.9 -0.7
EWQ iShares MSCI France ETF 4.7 53 5 5.4 -2.2
FIDI Fidelity International High Dividend ETF 4.6 18 40 9.8 +2.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 4.6 56 2 13.7 +6.1
IQRA IQ CBRE Real Assets ETF 4.5 65 -7 5.7 -1.9
GVAL Cambria Global Value ETF 4.4 68 -10 12.1 +4.5
AVRE Avantis Real Estate ETF 4.3 17 41 6.3 -1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.3 12 46 4.9 -2.7
KLDW Knowledge Leaders Developed World ETF 4.2 75 -17 4.8 -2.8
DVYA iShares Asia/Pacific Dividend ETF 4.2 49 9 10.9 +3.3
IPKW Invesco International BuyBack Achievers ETF 4.1 55 3 9.6 +2.0
GQRE FlexShares Global Quality Real Estate Index Fund 4.1 45 13 6.6 -1.0
MXI iShares Global Materials ETF 4.1 41 17 6.8 -0.8
WWJD Inspire International ETF 4.1 80 -22 7.0 -0.7
ACWV iShares MSCI Global Min Vol Factor ETF 4.1 20 38 6.5 -1.1
EWUS iShares MSCI United Kingdom Small Cap ETF 4.0 59 -1 6.1 -1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 3.9 42 16 4.9 -2.7
MOTI VanEck Morningstar International Moat ETF 3.9 58 0 7.0 -0.6
DMDV AAM S&P Developed Markets High Dividend Value ETF 3.9 39 19 11.8 +4.1
HAP VanEck Natural Resources ETF 3.9 50 8 8.9 +1.3
QWLD SPDR MSCI World StrategicFactors ETF 3.9 30 28 5.9 -1.7
SCHY Schwab International Dividend Equity ETF 3.8 14 44 8.6 +1.0
FLSW Franklin FTSE Switzerland ETF 3.7 9 49 5.1 -2.5
EFAS Global X MSCI SuperDividend EAFE ETF 3.6 57 1 11.3 +3.7
RAYD Rayliant Quantitative Developed Market Equity ETF 3.5 80 -22 4.5 -3.2
FSZ First Trust Switzerland AlphaDEX Fund 3.4 80 -22 4.1 -3.5
VT Vanguard Total World Stock ETF 3.3 7 51 5.0 -2.6
JHID John Hancock International High Dividend ETF 3.3 46 12 11.5 +3.8
EWL iShares MSCI Switzerland ETF 3.3 50 8 4.1 -3.5
FLHK Franklin FTSE Hong Kong ETF 3.3 9 49 6.9 -0.7
EIS iShares MSCI Israel ETF 3.2 58 0 9.0 +1.4
RXI iShares Global Consumer Discretionary ETF 3.1 41 17 5.3 -2.3
IDOG ALPS International Sector Dividend Dogs ETF 3.1 50 8 11.3 +3.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.1 9 49 5.5 -2.1
URTH iShares MSCI World ETF 3.0 24 34 5.3 -2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.9 20 38 5.4 -2.2
WLDR Affinity World Leaders Equity ETF 2.9 67 -9 8.4 +0.8
SDG iShares MSCI Global Sustainable Development Goals ETF 2.8 49 9 5.8 -1.8
JXI iShares Global Utilities ETF 2.8 43 15 7.0 -0.6
FLGR Franklin FTSE Germany ETF 2.8 9 49 7.1 -0.5
ISRA VanEck Israel ETF 2.8 59 -1 8.3 +0.7
ACWI iShares MSCI ACWI ETF 2.8 32 26 5.4 -2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.7 47 11 5.6 -2.0
EWH iShares MSCI Hong Kong ETF 2.7 50 8 6.7 -1.0
BLES Inspire Global Hope ETF 2.7 61 -3 6.3 -1.4
OCEN IQ Clean Oceans ETF 2.7 45 13 5.2 -2.4
GLIF AGF Global Infrastructure ETF 2.6 45 13 5.6 -2.0
FIVA Fidelity International Value Factor ETF 2.5 18 40 10.3 +2.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.5 70 -12 3.8 -3.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 2.5 80 -22 10.9 +3.3
EWN iShares MSCI Netherlands ETF 2.5 50 8 4.5 -3.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.4 46 12 9.6 +2.0
EWI iShares MSCI Italy ETF 2.3 50 8 8.3 +0.7
EFNL iShares MSCI Finland ETF 2.2 56 2 6.9 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 2.2 9 49 5.3 -2.3
KXI iShares Global Consumer Staples ETF 2.2 41 17 5.5 -2.1
TOK iShares MSCI Kokusai ETF 2.1 26 32 5.2 -2.4
EWG iShares MSCI Germany ETF 2.1 50 8 6.6 -1.0
DBGR Xtrackers MSCI Germany Hedged Equity ETF 2.1 45 13 6.6 -1.0
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -7 4.4 -3.3
NORW Global X MSCI Norway ETF 2.0 50 8 7.8 +0.2
AZTD Aztlan Global Stock Selection DM SMID ETF 2.0 75 -17 4.1 -3.5
CGV Conductor Global Equity Value ETF 2.0 130 -72 10.1 +2.5
ENOR iShares MSCI Norway ETF 2.0 53 5 7.9 +0.2
EWS iShares MSCI Singapore ETF 1.9 50 8 4.3 -3.3
IXG iShares Global Financials ETF 1.9 42 16 6.9 -0.7
GINN Goldman Sachs Innovate Equity ETF 1.9 52 6 2.8 -4.8
FGM First Trust Germany AlphaDEX Fund 1.9 80 -22 8.8 +1.2
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.9 45 13 6.4 -1.2
PICK iShares MSCI Global Metals & Mining Producers ETF 1.9 39 19 11.3 +3.7
EWK iShares MSCI Belgium ETF 1.9 50 8 7.4 -0.2
PBD Invesco Global Clean Energy ETF 1.9 75 -17 -2.3 -9.9
ERTH Invesco MSCI Sustainable Future ETF 1.8 62 -4 3.5 -4.1
BULD Pacer BlueStar Engineering the Future ETF 1.8 60 -2 1.0 -6.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.8 45 13 4.8 -2.9
GCOW Pacer Global Cash Cows Dividend ETF 1.7 60 -2 13.6 +5.9
BLLD JPMorgan Sustainable Infrastructure ETF 1.7 49 9 6.3 -1.3
CUT Invesco MSCI Global Timber ETF 1.6 61 -3 8.6 +1.0
IXP iShares Global Comm Services ETF 1.6 42 16 5.0 -2.6
EWD iShares MSCI Sweden ETF 1.6 54 4 5.6 -2.1
FTAG First Trust Indxx Global Agriculture ETF 1.6 70 -12 10.2 +2.6
EDEN iShares MSCI Denmark ETF 1.5 53 5 6.8 -0.8
NXTG First Trust Indxx NextG ETF 1.5 70 -12 5.8 -1.9
JRNY ALPS Global Travel Beneficiaries ETF 1.5 65 -7 0.5 -7.1
FICS First Trust International Developed Capital Strength ETF 1.5 70 -12 5.9 -1.8
TEMP JPMorgan Climate Change Solutions ETF 1.4 49 9 4.9 -2.7
GNR SPDR S&P Global Natural Resources ETF 1.4 40 18 9.9 +2.3
XT iShares Exponential Technologies ETF 1.4 46 12 3.7 -3.9
EWP iShares MSCI Spain ETF 1.4 50 8 9.0 +1.4
OBOR KraneShares MSCI One Belt One Road Index ETF 1.4 79 -21 10.0 +2.4
FDD First Trust Stoxx European Select Dividend Index Fund 1.3 58 0 13.1 +5.5
ISHP First Trust Nasdaq Retail ETF 1.3 60 -2 3.0 -4.6
FILL iShares MSCI Global Energy Producers ETF 1.3 39 19 10.0 +2.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.3 65 -7 1.9 -5.7
VEGI iShares MSCI Agriculture Producers ETF 1.3 39 19 9.4 +1.8
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.3 95 -37 10.6 +3.0
CRAK VanEck Oil Refiners ETF 1.3 61 -3 15.4 +7.8
SDIV Global X Superdividend ETF 1.2 58 0 16.3 +8.7
JIG JPMorgan International Growth ETF 1.2 55 3 4.1 -3.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 1.2 70 -12 6.4 -1.2
EWO iShares MSCI Austria ETF 1.2 50 8 13.6 +6.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.2 78 -20 8.7 +1.1
CGXU Capital Group International Focus Equity ETF 1.2 54 4 4.1 -3.5
FLAX Franklin FTSE Asia Ex Japan ETF 1.2 19 39 7.2 -0.4
FINE Themes European Luxury ETF 1.2 35 23 -2.0 -9.6
PIO Invesco Global Water ETF 1.1 75 -17 4.5 -3.1
FTRI First Trust Indxx Global Natural Resources Income ETF 1.1 70 -12 10.2 +2.6
SHPP Pacer Industrials and Logistics ETF 1.1 60 -2 8.2 +0.6
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 6 5.7 -1.9
EFRA iShares Environmental Infrastructure and Industrials ETF 1.1 47 11 5.5 -2.1
CLNR IQ Cleaner Transport ETF 1.1 45 13 8.2 +0.6
AGNG Global X Aging Population ETF 1.1 50 8 3.9 -3.7
FAN First Trust Global Wind Energy ETF 1.1 60 -2 5.7 -2.0
RITA ETFB Green SRI REITs ETF 1.0 50 8 5.9 -1.7
WOOD iShares Global Timber & Forestry ETF 1.0 42 16 9.7 +2.1
SXUS Janus Henderson International Sustainable Equity ETF 1.0 60 -2 4.4 -3.2
IBOT Vaneck Robotics ETF 1.0 47 11 3.6 -4.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.0 58 0 4.6 -3.0
BTEK Future Tech ETF 1.0 88 -30 2.2 -5.4
GSFP Goldman Sachs Future Planet Equity ETF 1.0 75 -17 4.6 -3.0
CGW Invesco S&P Global Water Index ETF 1.0 57 1 3.9 -3.7
IPOS Renaissance International IPO ETF 1.0 80 -22 -354.5 -362.1
IXJ iShares Global Healthcare ETF 0.9 42 16 5.9 -1.7
MOO VanEck Agribusiness ETF 0.9 53 5 9.2 +1.6
MDEV First Trust Indxx Medical Devices ETF 0.9 70 -12 3.4 -4.2
BATT Amplify Lithium & Battery Technology ETF 0.9 59 -1 3.8 -3.8
QTUM Defiance Quantum ETF 0.9 40 18 3.9 -3.7
WTRE WisdomTree New Economy Real Estate Fund 0.9 58 0 4.8 -2.9
ASEA Global X FTSE Southeast Asia ETF 0.9 65 -7 6.3 -1.3
IGF iShares Global Infrastructure ETF 0.8 41 17 5.1 -2.5
GII SPDR S&P Global Infrastructure ETF 0.8 40 18 5.3 -2.4
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.8 75 -17 4.5 -3.1
ODDS Pacer BlueStar Digital Entertainment ETF 0.8 60 -2 2.0 -5.6
IXC iShares Global Energy ETF 0.8 44 14 8.9 +1.3
EIRL iShares MSCI Ireland ETF 0.8 50 8 5.2 -2.4
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.8 85 -27 8.9 +1.3
FDNI First Trust Dow Jones International Internet ETF 0.8 65 -7 2.5 -5.2
DAX Global X DAX Germany ETF 0.8 21 37 7.1 -0.5
BJK VanEck Gaming ETF 0.8 65 -7 1.5 -6.2
ROBO ROBO Global Robotics & Automation Index ETF 0.8 95 -37 2.7 -4.9
WRND IQ Global Equity R&D Leaders ETF 0.8 18 40 6.9 -0.7
HJEN Direxion Hydrogen ETF 0.8 45 13 -0.9 -8.5
HART IQ Healthy Hearts ETF 0.8 45 13 5.1 -2.5
SEA U.S. Global Sea to Sky Cargo ETF 0.8 60 -2 26.2 +18.6
BLDG Cambria Global Real Estate ETF 0.8 60 -2 9.2 +1.5
CARZ First Trust NASDAQ Global Auto Index Fund 0.7 70 -12 3.4 -4.2
GGME Invesco Next Gen Media and Gaming ETF 0.7 60 -2 3.6 -4.0
DRIV Global X Autonomous & Electric Vehicles ETF 0.7 68 -10 5.0 -2.6
ICLN iShares Global Clean Energy ETF 0.7 41 17 4.1 -3.5
LIT Global X Lithium & Battery Tech ETF 0.6 75 -17 10.6 +3.0
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.6 72 -14 2.4 -5.3
BOAT SonicShares Global Shipping ETF 0.6 69 -11 26.5 +18.9
SRET Global X SuperDividend REIT ETF 0.6 59 -1 11.2 +3.6
LUXX Roundhill S&P Global Luxury ETF 0.6 45 13 2.5 -5.2
IWTR iShares MSCI Water Management Multisector ETF 0.6 47 11 4.7 -2.9
NERD Roundhill Video Games ETF 0.6 50 8 6.5 -1.1
EBLU Ecofin Global Water ESG Fund 0.6 40 18 4.0 -3.7
FIXT Procure Disaster Recovery Strategy ETF 0.6 75 -17 4.0 -3.6
JETS U.S. Global Jets ETF 0.6 60 -2 -13.0 -20.6
IBUY Amplify Online Retail ETF 0.6 65 -7 1.7 -6.0
PRNT 3D Printing ETF 0.6 66 -8 -3.8 -11.4
ETEC iShares Breakthrough Environmental Solutions ETF 0.6 47 11 5.7 -2.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.6 47 11 0.6 -7.0
DFNL Davis Select Financial ETF 0.6 63 -5 7.1 -0.5
DINT Davis Select International ETF 0.6 55 3 5.1 -2.6
DWLD Davis Select Worldwide ETF 0.6 63 -5 5.7 -1.9
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.6 75 -17 4.7 -2.9
AQWA Global X Clean Water ETF 0.5 50 8 4.3 -3.3
CGGO Capital Group Global Growth Equity ETF 0.5 47 11 4.0 -3.6
IXN iShares Global Tech ETF 0.5 41 17 4.1 -3.5
KOIN Capital Link Global Fintech Leaders ETF 0.5 75 -17 4.9 -2.7
KOCG FIS Knights of Columbus Global Belief ETF 0.5 75 -17 5.1 -2.6
KNCT Invesco Next Gen Connectivity ETF 0.5 40 18 5.5 -2.1
GMET VanEck Green Metals ETF 0.5 63 -5 11.5 +3.9
SHLD Global X Defense Tech ETF 0.5 50 8 5.1 -2.5
AIA iShares Asia 50 ETF 0.5 50 8 7.1 -0.5
KROP Global X AgTech & Food Innovation ETF 0.5 50 8 4.8 -2.9
VRAI Virtus Real Asset Income ETF 0.5 55 3 8.7 +1.1
NDIV Amplify Natural Resources Dividend Income ETF 0.5 59 -1 10.6 +3.0
ZSB USCF Sustainable Battery Metals Strategy Fund 0.5 61 -3 18.5 +10.9
SMOG VanEck Low Carbon Energy ETF 0.5 61 -3 3.2 -4.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.5 85 -27 5.8 -1.8
BCDF Horizon Kinetics Blockchain Development ETF 0.5 85 -27 -0.7 -8.3
CRUZ Defiance Hotel Airline and Cruise ETF 0.5 45 13 -4.0 -11.6
DMAT Global X Disruptive Materials ETF 0.5 59 -1 11.5 +3.9
SETM Sprott Energy Transition Materials ETF 0.5 65 -7 6.7 -0.9
LITP Sprott Lithium Miners ETF 0.5 65 -7 11.5 +3.8
TRFK Pacer Data and Digital Revolution ETF 0.5 60 -2 3.3 -4.3
EV Mast Global Battery Recycling & Production ETF 0.5 65 -7 13.7 +6.1
HDRO Defiance Next Gen H2 ETF 0.5 30 28 -10.8 -18.4
BOTZ Global X Robotics & Artificial Intelligence ETF 0.5 69 -11 1.7 -5.9
AHOY Newday Ocean Health ETF 0.5 75 -17 5.7 -2.0
IVEG iShares Emergent Food and AgTech Multisector ETF 0.5 47 11 8.0 +0.4
ESPO VanEck Video Gaming and eSports ETF 0.4 56 2 3.6 -4.0
BECO BlackRock Future Climate and Sustainable Economy ETF 0.4 70 -12 13.2 +5.5
FRNW Fidelity Clean Energy ETF 0.4 39 19 3.7 -3.9
IGPT Invesco AI and Next Gen Software ETF 0.4 60 -2 3.4 -4.2
WDNA WisdomTree BioRevolution Fund 0.4 45 13 -4.2 -11.8
LUX Tema Luxury ETF 0.4 75 -17 3.3 -4.3
YUMY VanEck Future of Food ETF 0.4 69 -11 4.9 -2.7
DTEC ALPS Disruptive Technologies ETF 0.4 50 8 3.5 -4.1
CGUS Capital Group Core Equity ETF 0.4 33 25 4.6 -3.0
PTEC Global X PropTech ETF 0.4 50 8 1.5 -6.1
IDRV iShares Self-driving EV & Tech ETF 0.4 47 11 -0.4 -8.0
BNE Blue Horizon BNE ETF 0.4 87 -29 4.2 -3.4
BETZ Roundhill Sports Betting & iGaming ETF 0.4 75 -17 1.8 -5.8
ROOF IQ CBRE NextGen Real Estate ETF 0.4 60 -2 7.5 -0.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.4 68 -10 1.0 -6.6
EATV VegTech Plant-based Innovation & Climate ETF 0.4 75 -17 1.0 -6.6
TMFG Motley Fool Global Opportunities ETF 0.3 85 -27 3.3 -4.3
FPXI First Trust International Equity Opportunities ETF 0.3 70 -12 3.4 -4.2
VCLN Virtus Duff & Phelps Clean Energy ETF 0.3 59 -1 3.9 -3.7
AFK VanEck Africa Index ETF 0.3 98 -40 9.4 +1.8
FDRR Fidelity Dividend ETF for Rising Rates 0.3 15 43 7.0 -0.6
FDVV Fidelity High Dividend ETF 0.3 15 43 8.5 +0.9
REMX VanEck Rare Earth/Strategic Metals ETF 0.3 54 4 12.5 +4.9
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -10 3.7 -3.9
IDAT iShares Future Cloud 5G and Tech ETF 0.3 47 11 4.2 -3.5
STCE Schwab Crypto Thematic ETF 0.3 30 28 -5.6 -13.2
HERO Global X Video Games & Esports ETF 0.3 50 8 4.4 -3.2
FPAG FPA Global Equity ETF 0.3 49 9 5.6 -2.0
EMM Global X Emerging Markets ETF 0.3 75 -17 3.9 -3.8
BPAY BlackRock Future Financial and Technology ETF 0.3 70 -12 8.0 +0.4
SRVR Pacer Data & Infrastructure Real Estate ETF 0.3 55 3 2.7 -4.9
BKCH Global X Blockchain ETF 0.3 50 8 -5.1 -12.7
IBLC iShares Blockchain and Tech ETF 0.3 47 11 -1.4 -9.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.3 68 -10 4.0 -3.6
BLOK Amplify Transformational Data Sharing ETF 0.3 75 -17 1.3 -6.4
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.3 75 -17 7.0 -0.6
CLOD Themes Cloud Computing ETF 0.2 35 23 3.3 -4.3
INDS Pacer Industrial Real Estate ETF 0.2 55 3 5.5 -2.1
FDHT Fidelity Digital Health ETF 0.2 39 19 -2.3 -10.0
BNGE First Trust S-Network Streaming and Gaming ETF 0.2 70 -12 -1.1 -8.7
DIVS SmartETFs Dividend Builder ETF 0.2 65 -7 4.5 -3.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.2 79 -21 5.3 -2.4
IZRL ARK Israel Innovative Technology ETF 0.2 49 9 1.1 -6.5
PSP Invesco Global Listed Private Equity ETF 0.2 106 -48 9.4 +1.8
LNGG Roundhill Alerian LNG ETF 0.2 65 -7 8.5 +0.9
SANE Subversive Mental Health ETF 0.2 75 -17 0.5 -7.2
ARVR First Trust Indxx Metaverse ETF 0.2 70 -12 2.4 -5.2
IDNA iShares Genomics Immunology and Healthcare ETF 0.2 47 11 -4.9 -12.5
IVES Wedbush ETFMG Global Cloud Technology ETF 0.2 68 -10 1.3 -6.3
GDOC Goldman Sachs Future Health Care Equity ETF 0.2 75 -17 2.7 -4.9
AADR AdvisorShares Dorsey Wright ADR ETF 0.2 110 -52 5.2 -2.5
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.2 60 -2 3.5 -4.1
CGGR Capital Group Growth ETF 0.2 39 19 3.3 -4.3
FEM First Trust Emerging Markets AlphaDEX Fund 0.2 80 -22 15.6 +8.0
GDX VanEck Gold Miners ETF 0.2 51 7 6.0 -1.7
GBUY Goldman Sachs Future Consumer Equity ETF 0.2 75 -17 2.9 -4.7
OGIG ALPS O'Shares Global Internet Giants ETF 0.2 48 10 -0.0 -7.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.1 75 -17 3.1 -4.5
UFO Procure Space ETF 0.1 75 -17 -1.4 -9.0
CTEC Global X CleanTech ETF 0.1 50 8 2.2 -5.4
HYDR Global X Hydrogen ETF 0.1 50 8 -12.9 -20.5
MOTO SmartETFs Smart Transportation & Technology ETF 0.1 68 -10 6.6 -1.0
NTZG Nuveen Global Net Zero Transition ETF 0.1 56 2 4.9 -2.7
WNDY Global X Wind Energy ETF 0.1 50 8 5.0 -2.7
SPRE SP Funds S&P Global REIT Sharia ETF 0.1 55 3 4.9 -2.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.1 61 -3 -0.3 -7.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.1 61 -3 -7.4 -15.0
SPAM Themes Cybersecurity ETF 0.1 35 23 2.0 -5.7
XDAT Franklin Exponential Data ETF 0.1 50 8 2.5 -5.1
CIBR First Trust NASDAQ Cybersecurity ETF 0.1 60 -2 3.6 -4.0
BUG Global X Cybersecurity ETF 0.1 51 7 2.2 -5.5
IHAK iShares Cybersecurity & Tech ETF 0.1 47 11 2.9 -4.7
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.1 60 -2 3.9 -3.7
MVPS Amplify Thematic All-Stars ETF 0.1 49 9 1.5 -6.1
WCBR WisdomTree Cybersecurity Fund 0.1 45 13 1.7 -5.9
RNRG Global X Renewable Energy Producers ETF 0.1 66 -8 4.8 -2.8
TOLL Tema Monopolies and Oligopolies ETF 0.1 75 -17 2.3 -5.3
GDVD R3 Global Dividend Growth ETF 0.1 88 -30 5.7 -1.9
BMED Future Health ETF 0.1 85 -27 0.5 -7.2
SYNB Putnam BioRevolution ETF 0.1 70 -12 2.9 -4.7
AVES Avantis Emerging Markets Value ETF 0.1 36 22 11.7 +4.1
MCHI iShares MSCI China ETF 0.1 59 -1 9.1 +1.5
BUYZ Franklin Disruptive Commerce ETF 0.1 50 8 1.8 -5.8
SOCL Global X Social Media ETF 0.1 65 -7 -6.8 -14.4
AVEM Avantis Emerging Markets Equity ETF 0.1 33 25 8.7 +1.1
ARKQ ARK Autonomous Technology & Robotics ETF 0.1 75 -17 1.5 -6.1
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -17 1.6 -6.1
PPA Invesco Aerospace & Defense ETF 0.1 58 0 3.6 -4.0
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.1 75 -17 1.6 -6.0
DFEV Dimensional Emerging Markets Value ETF 0.1 43 15 10.7 +3.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -17 4.5 -3.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 17 7.8 +0.2
CN Xtrackers MSCI All China Equity ETF 0.1 50 8 9.2 +1.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.1 39 19 -3.2 -10.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.1 60 -2 0.7 -6.9
LDEM iShares ESG MSCI EM Leaders ETF 0.0 17 41 7.8 +0.2
COPX Global X Copper Miners ETF 0.0 65 -7 8.2 +0.6
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 38 7.4 -0.2
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 42 7.5 -0.1
BKF iShares MSCI BIC ETF 0.0 69 -11 6.9 -0.8
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 47 -12.8 -20.4
ROAM Hartford Multifactor Emerging Markets ETF 0.0 44 14 11.4 +3.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 22 -12.9 -20.5
GXC SPDR S&P China ETF 0.0 59 -1 9.1 +1.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 43 7.4 -0.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 20 8.0 +0.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -1 -0.6 -8.2
EEM iShares MSCI Emerging Markets ETF 0.0 69 -11 -1.0 -8.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 9 6.7 -0.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -8 -0.6 -8.2
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 49 1.1 -6.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 8 10.3 +2.7
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 23 7.6 -0.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 28 8.3 +0.7
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 50 -0.0 -7.6
GWX SPDR S&P International Small Cap ETF 0.0 40 18 5.3 -2.3
ARB AltShares Merger Arbitrage ETF -0.9 77 -19 0.6 -7.0

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:
WisdomTree International MidCap Dividend Fund
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.1 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 7.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.58 CATEGORY
AVERAGE
1.51
 
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.