WisdomTree International LargeCap Dividend Fund
ALTAR
Score™
7.8% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
11.2x P/Sales
ratio
1.2x
P/BV
ratio
1.5x Div.
yield
4.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree International LargeCap Dividend Fund seeks investment results that correspond to the performance of the WisdomTree International LargeCap Dividend Index. The Index tracks large cap companies from Europe, Asia and Australia that pay regular dividends.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree ETFs/USA
Website www.wisdomtree.com
Inception date Jun 16, 2006
Assets (mns) $513
Currency USD
Expense ratio 48 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 Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 275
Wgt avg mkt cap (mns) $103,705
Large cap (>$10bn) 99.4%
Mid cap ($2-10bn) 0.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NOVARTIS AG 2.3 %
NESTLE SA-REG 2.1 %
HSBC HOLDINGS PLC 2.0 %
TOTAL SA 2.0 %
BAYERISCHE MOTOREN WERKE AG 1.7 %
TOYOTA MOTOR CORP 1.7 %
FIAT CHRYSLER AUTOMOBILES NV 1.7 %
LVMH MOET HENNESSY LOUIS VUI 1.4 %
DAIMLER AG-REGISTERED SHARES 1.4 %
SIEMENS AG-REG 1.4 %
Total 17.6 %

TOP COUNTRY EXPOSURE
BRITAIN 17.7 %
JAPAN 15.6 %
FRANCE 13.3 %
SWITZERLAND 11.1 %
GERMANY 10.1 %
SPAIN 5.6 %
AUSTRALIA 5.1 %
ITALY 4.1 %
SINGAPORE 2.6 %
SWEDEN 2.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
8.1% 21.4% 7.3% 3.6% 3.7%

Market Correlations
versus... Beta R-squared
S&P500 0.76 69%
MSCI EAFE 0.91 92%
MSCI Emg. Mkts. 0.75 64%

Technical Indicators
Recent close $51.69
30d moving avg. $52.00
Annualized volatility 16.5%
Short interest (ETF) 0.1%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 17
Turnover 0.2%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $24,045

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 451 potential alternatives to the WisdomTree International LargeCap Dividend Fund ETF based on the alternatives' overlap in portfolio holdings with DOL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DOL Expense: 48 bp ALTAR Score™: 7.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DOL
Ticker Fund
Name
Overlap1
vs DOL
(%)
Expense
ratio
(bp)
Savings
vs DOL
(bp)
ALTAR
Score™
(%)
ALTAR
vs DOL
(%)
DWM WisdomTree International Equity Fund 73.3 48 0 7.8 +0.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 72.5 40 8 7.9 +0.1
DIVI Franklin International Core Dividend Tilt Index ETF 60.4 9 39 7.9 +0.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 59.8 36 12 6.3 -1.5
EFA iShares MSCI EAFE ETF 59.5 35 13 6.4 -1.4
GSID Goldman Sachs MarketBeta International Equity ETF 59.3 20 28 6.5 -1.2
EFV iShares MSCI EAFE Value ETF 57.8 34 14 9.4 +1.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 56.4 20 28 6.0 -1.7
HFXI IQ FTSE International Equity Currency Neutral ETF 56.1 20 28 6.7 -1.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 55.9 30 18 6.7 -1.1
JHMD John Hancock Multifactor Developed International ETF 55.7 39 9 7.3 -0.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 54.8 46 2 6.3 -1.4
BBEU JPMorgan BetaBuilders Europe ETF 54.7 9 39 6.7 -1.1
ESGD iShares ESG Aware MSCI EAFE ETF 54.6 20 28 6.4 -1.4
BKIE BNY Mellon International Equity ETF 54.2 4 44 6.8 -1.0
IEV iShares Europe ETF 54.1 67 -19 6.2 -1.5
FLEE Franklin FTSE Europe ETF 53.9 9 39 6.8 -0.9
IEFA iShares Core MSCI EAFE ETF 53.4 7 41 6.7 -1.1
IQSI IQ Candriam International Equity ETF 52.9 15 33 6.2 -1.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 51.7 45 3 8.5 +0.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 51.5 25 23 7.2 -0.5
IEUR iShares Core MSCI Europe ETF 50.7 11 37 6.7 -1.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 50.4 35 13 6.1 -1.6
SPEU SPDR Portfolio Europe ETF 49.3 7 41 6.5 -1.2
IDEV iShares Core MSCI International Developed Markets ETF 49.2 4 44 6.8 -1.0
VGK Vanguard FTSE Europe ETF 49.1 11 37 6.6 -1.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 47.7 25 23 7.3 -0.4
SCHF Schwab International Equity ETF 47.4 6 42 6.9 -0.8
IQIN IQ 500 International ETF 47.2 25 23 8.8 +1.1
JIRE JPMorgan International Research Enhanced Equity ETF 47.1 24 24 6.6 -1.2
DTH WisdomTree International High Dividend Fund 47.0 58 -10 10.3 +2.6
VYMI Vanguard International High Dividend Yield ETF 46.8 22 26 9.6 +1.8
FNDF Schwab Fundamental International Large Co. Index ETF 46.8 25 23 9.0 +1.3
SPDW SPDR Portfolio Developed World ex-US ETF 46.6 3 45 6.7 -1.1
VEA Vanguard FTSE Developed Markets ETF 46.5 5 43 6.8 -0.9
DFAI Dimensional International Core Equity Market ETF 46.2 18 30 6.9 -0.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 45.4 20 28 6.9 -0.8
IVLU iShares MSCI Intl Value Factor ETF 43.6 30 18 11.1 +3.3
CWI SPDR MSCI ACWI ex-US ETF 43.6 30 18 6.6 -1.2
CIL VictoryShares International Volatility Wtd ETF 42.9 45 3 6.8 -1.0
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 42.7 51 -3 6.7 -1.1
ACWX iShares MSCI ACWI ex U.S. ETF 42.1 34 14 6.6 -1.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 41.8 41 7 6.5 -1.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 41.7 14 34 5.9 -1.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 40.7 39 9 7.5 -0.3
INTF iShares International Equity Factor ETF 39.6 15 33 7.9 +0.1
IQLT iShares MSCI Intl Quality Factor ETF 39.6 30 18 5.6 -2.2
VEU Vanguard FTSE All-World ex-US Index Fund 39.1 8 40 6.8 -0.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 37.2 39 9 7.2 -0.6
IXUS iShares Core MSCI Total International Stock ETF 37.0 7 41 6.9 -0.9
EZU iShares MSCI Eurozone ETF 36.6 52 -4 6.5 -1.3
FLEU Franklin FTSE Eurozone ETF 36.6 9 39 6.9 -0.9
VXUS Vanguard Total International Stock ETF 36.2 7 41 6.8 -1.0
RFDI First Trust Riverfront Dynamic Developed International ETF 36.1 83 -35 8.9 +1.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 36.0 22 26 6.2 -1.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 36.0 45 3 6.3 -1.4
FIVA Fidelity International Value Factor ETF 34.6 18 30 9.3 +1.5
RFEU First Trust Riverfront Dynamic Europe ETF 34.6 83 -35 8.8 +1.0
IMTM iShares MSCI Intl Momentum Factor ETF 34.2 30 18 6.7 -1.0
DWMF WisdomTree International Multifactor Fund 33.9 38 10 7.3 -0.5
DMXF iShares ESG Advanced MSCI EAFE ETF 33.3 12 36 5.4 -2.4
VSGX Vanguard ESG International Stock ETF 32.4 12 36 6.5 -1.3
EFG iShares MSCI EAFE Growth ETF 32.3 36 12 4.0 -3.7
OEUR ALPS O'Shares Europe Quality Dividend ETF 32.0 48 0 5.7 -2.1
DFSI Dimensional International Sustainability Core 1 ETF 31.8 24 24 6.2 -1.6
TPIF Timothy Plan International ETF 31.6 62 -14 6.6 -1.2
DFIV Dimensional International Value ETF 31.4 27 21 10.1 +2.4
DIHP Dimensional International High Profitability ETF 31.3 29 19 6.9 -0.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 30.1 32 16 6.6 -1.2
FEZ SPDR EURO STOXX 50 ETF 29.8 29 19 6.4 -1.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 29.6 80 -32 5.3 -2.5
DFIC Dimensional International Core Equity 2 ETF 29.6 23 25 7.5 -0.3
NUDM Nuveen ESG International Developed Markets Equity ETF 29.2 31 17 6.1 -1.6
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 28.3 20 28 10.6 +2.8
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 28.0 9 39 9.7 +1.9
IDHQ Invesco S&P International Developed High Quality ETF 28.0 29 19 5.7 -2.1
FDEV Fidelity International Multifactor ETF 28.0 18 30 7.3 -0.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 27.5 58 -10 5.8 -1.9
JPIN J.P. Morgan Diversified Return International Equity ETF 27.5 37 11 8.6 +0.8
ISZE iShares MSCI Intl Size Factor ETF 27.4 30 18 6.7 -1.0
AVDE Avantis International Equity ETF 27.0 23 25 7.8 +0.0
FIDI Fidelity International High Dividend ETF 26.9 18 30 10.2 +2.5
CID VictoryShares International High Div Volatility Wtd ETF 26.4 45 3 9.6 +1.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 25.9 29 19 8.7 +0.9
VWID Virtus WMC International Dividend ETF 25.5 49 -1 9.5 +1.7
UMMA Wahed Dow Jones Islamic World ETF 25.5 65 -17 4.1 -3.7
IQDE FlexShares International Quality Dividend Defensive Index ET 25.5 47 1 9.8 +2.1
QINT American Century Quality Diversified International ETF 24.8 39 9 7.3 -0.4
RODE Hartford Multifactor Diversified International ETF 24.6 29 19 11.4 +3.6
IPAC iShares Core MSCI Pacific ETF 24.2 9 39 6.6 -1.2
UIVM VictoryShares International Value Momentum ETF 23.4 35 13 10.7 +2.9
VPL Vanguard FTSE Pacific ETF 23.3 8 40 6.8 -1.0
IDLV Invesco S&P International Developed Low Volatility ETF 23.2 25 23 5.8 -2.0
IQDF FlexShares International Quality Dividend Index Fund 23.1 47 1 10.2 +2.4
IDMO Invesco S&P International Developed Momentum ETF 23.1 25 23 6.8 -1.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 22.5 24 24 8.5 +0.7
HEDJ WisdomTree Europe Hedged Equity Fund 21.8 58 -10 8.8 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 21.5 30 18 5.8 -1.9
DGT SPDR Global Dow ETF 21.2 50 -2 6.5 -1.2
FICS First Trust International Developed Capital Strength ETF 21.2 70 -22 4.2 -3.6
ESGN Columbia International ESG Equity Income ETF 21.2 45 3 0.0 -7.8
WWJD Inspire International ETF 21.1 80 -32 7.1 -0.7
JHID John Hancock International High Dividend ETF 20.8 46 2 11.5 +3.7
IGRO iShares International Dividend Growth ETF 20.5 15 33 7.1 -0.7
LVHI Franklin International Low Volatility High Dividend Index ET 20.4 40 8 10.5 +2.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 20.4 30 18 7.7 -0.0
FEP First Trust Europe AlphaDEX Fund 20.1 80 -32 5.7 -2.1
IXG iShares Global Financials ETF 20.0 42 6 7.0 -0.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 19.9 58 -10 5.4 -2.4
IQDG WisdomTree International Quality Dividend Growth Fund 19.9 42 6 5.6 -2.1
AVIV Avantis International Large Cap Value ETF 19.9 25 23 9.0 +1.2
ESGG FlexShares STOXX Global ESG Select Index Fund 19.9 42 6 4.9 -2.8
DEW WisdomTree Global High Dividend Fund 19.0 58 -10 9.1 +1.3
IDOG ALPS International Sector Dividend Dogs ETF 18.7 50 -2 11.6 +3.8
AIVI WisdomTree International AI Enhanced Value Fund 18.4 58 -10 8.0 +0.3
URTH iShares MSCI World ETF 18.1 24 24 5.2 -2.6
WRND IQ Global Equity R&D Leaders ETF 18.0 18 30 6.8 -1.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 17.6 47 1 9.4 +1.7
EUFN iShares MSCI Europe Financials ETF 17.0 51 -3 8.5 +0.8
FEUZ First Trust Eurozone AlphaDEX ETF 17.0 80 -32 4.5 -3.3
SCHY Schwab International Dividend Equity ETF 16.9 14 34 9.2 +1.4
VIGI Vanguard International Dividend Appreciation ETF 16.5 15 33 5.6 -2.1
ACWI iShares MSCI ACWI ETF 16.3 32 16 5.2 -2.5
DBJP Xtrackers MSCI Japan Hedged Equity ETF 16.2 47 1 6.4 -1.4
EWJ iShares MSCI Japan ETF 16.2 50 -2 6.6 -1.2
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 16.2 25 23 7.4 -0.4
BBJP JPMorgan BetaBuilders Japan ETF 16.1 19 29 6.8 -1.0
FLJP Franklin FTSE Japan ETF 16.1 9 39 6.8 -1.0
FLJH Franklin FTSE Japan Hedged ETF 16.1 9 39 6.8 -1.0
IOO iShares Global 100 ETF 16.0 41 7 4.4 -3.4
DMDV AAM S&P Developed Markets High Dividend Value ETF 15.9 39 9 13.4 +5.6
BLES Inspire Global Hope ETF 15.9 61 -13 6.3 -1.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 15.8 80 -32 8.0 +0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 15.5 9 39 5.5 -2.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 15.5 25 23 5.9 -1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 15.5 9 39 5.2 -2.5
JPXN iShares JPX-Nikkei 400 ETF 15.4 48 0 7.3 -0.4
FLGB Franklin FTSE United Kingdom ETF 15.3 9 39 8.3 +0.6
TOK iShares MSCI Kokusai ETF 15.1 26 22 5.1 -2.7
JIG JPMorgan International Growth ETF 15.1 55 -7 4.1 -3.7
VT Vanguard Total World Stock ETF 14.8 7 41 5.5 -2.3
IDV iShares International Select Dividend ETF 14.6 51 -3 12.6 +4.9
WLDR Affinity World Leaders Equity ETF 14.4 67 -19 8.5 +0.8
EWU iShares MSCI United Kingdom ETF 14.4 50 -2 8.0 +0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 14.2 20 28 5.3 -2.5
GCOW Pacer Global Cash Cows Dividend ETF 14.1 60 -12 13.8 +6.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 13.9 80 -32 3.2 -4.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 13.8 65 -17 8.3 +0.5
DXJ WisdomTree Japan Hedged Equity Fund 13.8 48 0 7.6 -0.2
EWQ iShares MSCI France ETF 13.8 53 -5 5.9 -1.9
OSEA Harbor International Compounders ETF 13.5 55 -7 3.5 -4.2
BKCI BNY Mellon Concentrated International ETF 13.4 80 -32 5.0 -2.8
TTAI FCF International Quality ETF 13.2 59 -11 6.9 -0.9
CGXU Capital Group International Focus Equity ETF 12.9 54 -6 4.1 -3.6
EFAS Global X MSCI SuperDividend EAFE ETF 12.8 57 -9 10.0 +2.3
DWX SPDR S&P International Dividend ETF 12.8 45 3 6.9 -0.9
EWJV iShares MSCI Japan Value ETF 12.5 15 33 8.7 +1.0
EFAD ProShares MSCI EAFE Dividend Growers ETF 12.3 50 -2 5.0 -2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 12.3 12 36 4.8 -3.0
EUDV ProShares MSCI Europe Dividend Growers ETF 12.1 55 -7 4.9 -2.9
EXI iShares Global Industrials ETF 12.1 42 6 4.5 -3.3
RAYD Rayliant Quantitative Developed Market Equity ETF 12.1 80 -32 4.1 -3.6
GLOF iShares Global Equity Factor ETF 11.8 20 28 6.8 -1.0
NTZG Nuveen Global Net Zero Transition ETF 11.7 56 -8 4.8 -3.0
CLNR IQ Cleaner Transport ETF 11.4 45 3 7.9 +0.1
AGQI First Trust Active Global Quality Income ETF 11.4 85 -37 5.3 -2.5
FLSW Franklin FTSE Switzerland ETF 11.3 9 39 4.7 -3.0
CGGO Capital Group Global Growth Equity ETF 11.2 47 1 4.0 -3.7
EWL iShares MSCI Switzerland ETF 11.1 50 -2 3.9 -3.9
DBGR Xtrackers MSCI Germany Hedged Equity ETF 11.0 45 3 6.4 -1.3
EWG iShares MSCI Germany ETF 11.0 50 -2 6.8 -0.9
FLGR Franklin FTSE Germany ETF 11.0 9 39 7.3 -0.5
GDVD R3 Global Dividend Growth ETF 11.0 88 -40 5.6 -2.2
FYLD Cambria Foreign Shareholder Yield ETF 10.9 59 -11 12.6 +4.8
RXI iShares Global Consumer Discretionary ETF 10.8 41 7 5.7 -2.1
DAX Global X DAX Germany ETF 10.8 21 27 7.1 -0.6
FKU First Trust United Kingdom AlphaDEX Fund 10.6 80 -32 7.3 -0.5
DSTX Distillate International Fundamental Stability & Value ETF 10.5 55 -7 8.0 +0.3
FDD First Trust Stoxx European Select Dividend Index Fund 10.5 58 -10 13.2 +5.4
KXI iShares Global Consumer Staples ETF 10.1 41 7 5.6 -2.2
KOCG FIS Knights of Columbus Global Belief ETF 10.0 75 -27 5.0 -2.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 10.0 42 6 6.4 -1.3
VIDI Vident International Equity Strategy ETF 10.0 61 -13 11.9 +4.1
MOTG VanEck Morningstar Global Wide Moat ETF 9.7 52 -4 5.7 -2.0
EPP iShares MSCI Pacific ex-Japan ETF 9.3 47 1 5.3 -2.5
IXJ iShares Global Healthcare ETF 9.3 42 6 5.8 -1.9
MOTI VanEck Morningstar International Moat ETF 9.2 58 -10 6.8 -1.0
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 9.1 19 29 5.6 -2.2
IPKW Invesco International BuyBack Achievers ETF 8.8 55 -7 9.3 +1.6
DIVS SmartETFs Dividend Builder ETF 8.6 65 -17 4.5 -3.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 8.5 56 -8 14.0 +6.2
GVAL Cambria Global Value ETF 8.4 68 -20 13.2 +5.4
FID First Trust S&P International Dividend Aristocrats ETF 8.1 60 -12 9.5 +1.8
FGM First Trust Germany AlphaDEX Fund 7.8 80 -32 9.7 +1.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 7.5 47 1 5.9 -1.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 7.4 45 3 6.0 -1.7
ACWV iShares MSCI Global Min Vol Factor ETF 7.4 20 28 6.5 -1.2
WDIV SPDR S&P Global Dividend ETF 7.3 40 8 10.0 +2.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 7.1 46 2 9.3 +1.5
LUX Tema Luxury ETF 7.1 75 -27 3.6 -4.2
KOIN Capital Link Global Fintech Leaders ETF 7.0 75 -27 4.6 -3.1
GNR SPDR S&P Global Natural Resources ETF 7.0 40 8 9.9 +2.2
FJP First Trust Japan AlphaDEX Fund 6.6 80 -32 10.3 +2.5
LUXX Roundhill S&P Global Luxury ETF 6.6 45 3 2.8 -4.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.6 45 3 4.5 -3.3
FILL iShares MSCI Global Energy Producers ETF 6.5 39 9 10.1 +2.4
IXC iShares Global Energy ETF 6.5 44 4 9.4 +1.6
FSZ First Trust Switzerland AlphaDEX Fund 6.3 80 -32 3.8 -4.0
TEMP JPMorgan Climate Change Solutions ETF 6.3 49 -1 4.4 -3.4
SDG iShares MSCI Global Sustainable Development Goals ETF 6.2 49 -1 5.7 -2.1
GLIF AGF Global Infrastructure ETF 6.2 45 3 5.3 -2.4
IVAL Alpha Architect International Quantitative Value ETF 6.1 49 -1 9.2 +1.5
HART IQ Healthy Hearts ETF 5.9 45 3 5.1 -2.7
EWA iShares MSCI Australia ETF 5.6 50 -2 5.1 -2.6
FLAU Franklin FTSE Australia ETF 5.6 9 39 5.5 -2.2
SXUS Janus Henderson International Sustainable Equity ETF 5.6 60 -12 4.2 -3.6
EWI iShares MSCI Italy ETF 5.5 50 -2 8.8 +1.1
IXP iShares Global Comm Services ETF 5.5 42 6 5.1 -2.7
ICOW Pacer Developed Markets International Cash Cows 100 ETF 5.5 65 -17 13.8 +6.1
CARZ First Trust NASDAQ Global Auto Index Fund 5.4 70 -22 2.5 -5.2
BNE Blue Horizon BNE ETF 5.4 87 -39 4.9 -2.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.2 58 -10 4.4 -3.4
GINN Goldman Sachs Innovate Equity ETF 5.1 52 -4 2.5 -5.3
IMOM Alpha Architect International Quantitative Momentum ETF 5.1 49 -1 6.9 -0.8
JSTC Adasina Social Justice All Cap Global ETF 5.1 89 -41 4.7 -3.1
OCEN IQ Clean Oceans ETF 5.0 45 3 5.1 -2.7
JXI iShares Global Utilities ETF 5.0 43 5 6.6 -1.1
EWP iShares MSCI Spain ETF 4.9 50 -2 8.9 +1.2
XT iShares Exponential Technologies ETF 4.8 46 2 3.8 -4.0
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 4.7 80 -32 8.1 +0.3
BLLD JPMorgan Sustainable Infrastructure ETF 4.7 49 -1 6.1 -1.7
NXTG First Trust Indxx NextG ETF 4.5 70 -22 5.7 -2.1
KLDW Knowledge Leaders Developed World ETF 4.3 75 -27 4.7 -3.1
DRIV Global X Autonomous & Electric Vehicles ETF 4.3 68 -20 3.2 -4.6
DVYA iShares Asia/Pacific Dividend ETF 4.1 49 -1 9.4 +1.7
CANC Tema Oncology ETF 4.0 75 -27 -4.1 -11.8
MXI iShares Global Materials ETF 3.9 41 7 6.8 -0.9
GSFP Goldman Sachs Future Planet Equity ETF 3.9 75 -27 4.5 -3.3
KNCT Invesco Next Gen Connectivity ETF 3.9 40 8 5.4 -2.4
JRNY ALPS Global Travel Beneficiaries ETF 3.7 65 -17 0.1 -7.7
GII SPDR S&P Global Infrastructure ETF 3.7 40 8 5.0 -2.8
IGF iShares Global Infrastructure ETF 3.7 41 7 5.0 -2.8
SAGP Strategas Global Policy Opportunities ETF 3.6 65 -17 4.6 -3.2
BECO BlackRock Future Climate and Sustainable Economy ETF 3.4 70 -22 13.4 +5.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.4 70 -22 4.1 -3.7
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.4 75 -27 7.2 -0.6
DINT Davis Select International ETF 3.3 55 -7 4.6 -3.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 3.2 70 -22 6.0 -1.8
FLAX Franklin FTSE Asia Ex Japan ETF 3.2 19 29 6.8 -1.0
IBOT Vaneck Robotics ETF 3.1 47 1 3.4 -4.4
IXN iShares Global Tech ETF 3.1 41 7 3.7 -4.1
CRTC Xtrackers US National Critical Technologies ETF 3.1 35 13 5.4 -2.4
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 2.9 68 -20 8.8 +1.0
GDOC Goldman Sachs Future Health Care Equity ETF 2.9 75 -27 3.0 -4.8
ROBO ROBO Global Robotics & Automation Index ETF 2.9 95 -47 2.7 -5.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.7 46 2 5.6 -2.1
LNGG Roundhill Alerian LNG ETF 2.7 65 -17 8.1 +0.4
MOTO SmartETFs Smart Transportation & Technology ETF 2.6 68 -20 6.2 -1.6
AIA iShares Asia 50 ETF 2.6 50 -2 6.4 -1.4
BULD Pacer BlueStar Engineering the Future ETF 2.6 60 -12 1.1 -6.7
CGUS Capital Group Core Equity ETF 2.6 33 15 4.5 -3.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -17 1.5 -6.2
TOLL Tema Monopolies and Oligopolies ETF 2.6 75 -27 2.7 -5.1
EWN iShares MSCI Netherlands ETF 2.5 50 -2 4.5 -3.3
HAP VanEck Natural Resources ETF 2.5 50 -2 10.0 +2.2
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.5 55 -7 3.5 -4.3
FINE Themes European Luxury ETF 2.5 35 13 -2.7 -10.4
FAN First Trust Global Wind Energy ETF 2.5 60 -12 5.0 -2.7
FDRR Fidelity Dividend ETF for Rising Rates 2.4 15 33 7.4 -0.4
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.4 75 -27 4.7 -3.0
SHPP Pacer Industrials and Logistics ETF 2.4 60 -12 8.7 +1.0
IDNA iShares Genomics Immunology and Healthcare ETF 2.3 47 1 -4.9 -12.7
EWD iShares MSCI Sweden ETF 2.3 54 -6 6.0 -1.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.3 68 -20 4.3 -3.5
CGGR Capital Group Growth ETF 2.3 39 9 3.3 -4.5
VCLN Virtus Duff & Phelps Clean Energy ETF 2.2 59 -11 3.2 -4.6
QTUM Defiance Quantum ETF 2.2 40 8 3.7 -4.1
PAWZ ProShares Pet Care ETF 2.1 50 -2 3.4 -4.4
ASEA Global X FTSE Southeast Asia ETF 2.1 65 -17 6.8 -1.0
EWS iShares MSCI Singapore ETF 2.1 50 -2 5.4 -2.4
SMOG VanEck Low Carbon Energy ETF 2.1 61 -13 2.9 -4.9
IQRA IQ CBRE Real Assets ETF 2.0 65 -17 5.9 -1.9
FDVV Fidelity High Dividend ETF 2.0 15 33 8.4 +0.6
ANEW ProShares MSCI Transformational Changes ETF 2.0 45 3 3.1 -4.6
AGNG Global X Aging Population ETF 2.0 50 -2 3.9 -3.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.9 61 -13 2.3 -5.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.9 79 -31 4.8 -2.9
MVPS Amplify Thematic All-Stars ETF 1.8 49 -1 2.6 -5.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.8 47 1 0.5 -7.3
AIQ Global X Artificial Intelligence & Technology ETF 1.8 68 -20 3.6 -4.2
IDRV iShares Self-driving EV & Tech ETF 1.8 47 1 -0.2 -8.0
WDNA WisdomTree BioRevolution Fund 1.8 45 3 -3.8 -11.6
FPAG FPA Global Equity ETF 1.7 49 -1 5.4 -2.4
FLHK Franklin FTSE Hong Kong ETF 1.7 9 39 7.3 -0.5
MEM Matthews Emerging Markets Equity Active ETF 1.6 79 -31 5.6 -2.2
PICK iShares MSCI Global Metals & Mining Producers ETF 1.6 39 9 11.5 +3.8
EDEN iShares MSCI Denmark ETF 1.6 53 -5 5.9 -1.9
GBUY Goldman Sachs Future Consumer Equity ETF 1.6 75 -27 2.9 -4.9
KROP Global X AgTech & Food Innovation ETF 1.6 50 -2 5.0 -2.7
EWH iShares MSCI Hong Kong ETF 1.6 50 -2 6.9 -0.9
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.6 72 -24 2.2 -5.6
PRNT 3D Printing ETF 1.5 66 -18 -3.4 -11.2
SNSR Global X Internet of Things ETF 1.5 68 -20 4.1 -3.7
TOKE Cambria Cannabis ETF 1.5 42 6 -10.2 -17.9
NETZ TCW Transform Systems ETF 1.4 75 -27 3.6 -4.2
DFNL Davis Select Financial ETF 1.4 63 -15 6.9 -0.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.3 68 -20 1.0 -6.8
EFNL iShares MSCI Finland ETF 1.3 56 -8 8.2 +0.4
ENOR iShares MSCI Norway ETF 1.2 53 -5 7.7 -0.1
NORW Global X MSCI Norway ETF 1.2 50 -2 7.4 -0.4
DWLD Davis Select Worldwide ETF 1.2 63 -15 5.7 -2.1
CGDV Capital Group Dividend Value ETF 1.2 33 15 5.6 -2.2
DTEC ALPS Disruptive Technologies ETF 1.2 50 -2 3.2 -4.6
BMED Future Health ETF 1.1 85 -37 0.4 -7.4
SUPL ProShares Supply Chain Logistics ETF 1.1 58 -10 13.0 +5.2
FPXI First Trust International Equity Opportunities ETF 1.1 70 -22 3.5 -4.3
ICLN iShares Global Clean Energy ETF 1.1 41 7 4.8 -3.0
SEA U.S. Global Sea to Sky Cargo ETF 1.1 60 -12 22.7 +15.0
SYNB Putnam BioRevolution ETF 1.1 70 -22 2.7 -5.1
MJ ETFMG Alternative Harvest 1.1 75 -27 -36.7 -44.4
IQM Franklin Intelligent Machines ETF 1.0 50 -2 2.6 -5.2
TINT ProShares Smart Materials ETF 1.0 58 -10 5.4 -2.4
TINY ProShares Nanotechnology ETF 1.0 58 -10 1.5 -6.2
IMFL Invesco International Developed Dynamic Multifactor ETF 1.0 34 14 10.9 +3.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.9 78 -30 8.4 +0.6
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 0 0.5 -7.3
JETS U.S. Global Jets ETF 0.9 60 -12 -17.2 -25.0
BOTZ Global X Robotics & Artificial Intelligence ETF 0.9 69 -21 2.1 -5.7
FTRI First Trust Indxx Global Natural Resources Income ETF 0.9 70 -22 11.3 +3.6
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.9 12 36 8.1 +0.4
WPS iShares International Developed Property ETF 0.9 48 0 7.3 -0.4
RSHO Tema American Reshoring ETF 0.9 75 -27 3.7 -4.1
BITQ Bitwise Crypto Industry Innovators ETF 0.8 85 -37 -3.2 -11.0
ARKX ARK Space Exploration & Innovation ETF 0.8 75 -27 2.2 -5.6
OBOR KraneShares MSCI One Belt One Road Index ETF 0.8 79 -31 10.3 +2.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -27 2.9 -4.8
CGV Conductor Global Equity Value ETF 0.8 130 -82 11.3 +3.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.8 33 15 6.9 -0.9
CLOD Themes Cloud Computing ETF 0.8 35 13 3.6 -4.2
IVEG iShares Emergent Food and AgTech Multisector ETF 0.8 47 1 8.4 +0.6
NBCC Neuberger Berman Next Generation Connected Consumer ETF 0.8 56 -8 1.6 -6.1
TMFG Motley Fool Global Opportunities ETF 0.7 85 -37 3.4 -4.3
BTEK Future Tech ETF 0.7 88 -40 1.8 -6.0
INNO Harbor Disruptive Innovation ETF 0.7 75 -27 -3.5 -11.2
LOUP Innovator Deepwater Frontier Tech ETF 0.7 70 -22 1.8 -6.0
VERS ProShares Metaverse ETF 0.7 58 -10 -7.5 -15.3
CHAT Roundhill Generative AI & Technology ETF 0.7 75 -27 2.8 -5.0
BLOK Amplify Transformational Data Sharing ETF 0.7 75 -27 0.7 -7.1
BNGE First Trust S-Network Streaming and Gaming ETF 0.7 70 -22 -2.2 -10.0
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.7 10 38 7.9 +0.2
IFGL iShares International Developed Real Estate ETF 0.7 48 0 7.1 -0.7
FIXT Procure Disaster Recovery Strategy ETF 0.7 75 -27 5.8 -2.0
SDIV Global X Superdividend ETF 0.7 58 -10 17.0 +9.3
GGME Invesco Next Gen Media and Gaming ETF 0.6 60 -12 3.5 -4.3
APIE ActivePassive International Equity ETF 0.6 45 3 7.5 -0.2
ERET iShares Environmentally Aware Real Estate ETF 0.6 30 18 7.1 -0.7
MDEV First Trust Indxx Medical Devices ETF 0.6 70 -22 4.2 -3.6
EWK iShares MSCI Belgium ETF 0.6 50 -2 7.8 +0.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 9 6.8 -1.0
ODDS Pacer BlueStar Digital Entertainment ETF 0.6 60 -12 3.0 -4.8
ISHP First Trust Nasdaq Retail ETF 0.6 60 -12 3.1 -4.7
GQRE FlexShares Global Quality Real Estate Index Fund 0.5 45 3 6.6 -1.2
IWTR iShares MSCI Water Management Multisector ETF 0.5 47 1 4.7 -3.1
FTAG First Trust Indxx Global Agriculture ETF 0.5 70 -22 9.3 +1.5
MOO VanEck Agribusiness ETF 0.5 53 -5 9.8 +2.0
SHLD Global X Defense Tech ETF 0.5 50 -2 5.2 -2.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.5 75 -27 4.4 -3.3
METV Roundhill Ball Metaverse ETF 0.5 59 -11 3.0 -4.8
ARVR First Trust Indxx Metaverse ETF 0.5 70 -22 1.4 -6.3
AADR AdvisorShares Dorsey Wright ADR ETF 0.5 110 -62 5.4 -2.3
HDRO Defiance Next Gen H2 ETF 0.5 30 18 -9.3 -17.1
HJEN Direxion Hydrogen ETF 0.5 45 3 -3.0 -10.8
AHOY Newday Ocean Health ETF 0.5 75 -27 5.4 -2.4
ION ProShares S&P Global Core Battery Metals ETF 0.5 58 -10 12.4 +4.7
URA Global X Uranium ETF 0.5 69 -21 2.8 -4.9
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -33 3.3 -4.5
EWO iShares MSCI Austria ETF 0.5 50 -2 13.2 +5.5
FMIL Fidelity New Millennium ETF 0.5 59 -11 4.4 -3.3
ESPO VanEck Video Gaming and eSports ETF 0.4 56 -8 3.9 -3.8
UFO Procure Space ETF 0.4 75 -27 -3.9 -11.7
NLR VanEck Uranium+Nuclear Energy ETF 0.4 61 -13 3.9 -3.9
IDAT iShares Future Cloud 5G and Tech ETF 0.4 47 1 4.0 -3.7
EBLU Ecofin Global Water ESG Fund 0.4 40 8 3.8 -3.9
PIO Invesco Global Water ETF 0.4 75 -27 4.8 -3.0
HERO Global X Video Games & Esports ETF 0.4 50 -2 4.4 -3.4
IWFH iShares Virtual Work and Life Multisector ETF 0.4 47 1 -3.6 -11.4
NERD Roundhill Video Games ETF 0.4 50 -2 7.2 -0.6
IBUY Amplify Online Retail ETF 0.3 65 -17 1.5 -6.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 10 4.6 -3.2
TRFK Pacer Data and Digital Revolution ETF 0.3 60 -12 3.8 -3.9
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -14 3.5 -4.3
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 1 -5.0 -12.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.3 85 -37 4.8 -2.9
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 1 5.1 -2.6
RVRB Reverb ETF 0.2 30 18 4.7 -3.1
BCDF Horizon Kinetics Blockchain Development ETF 0.2 85 -37 5.2 -2.6
IBLC iShares Blockchain and Tech ETF 0.2 47 1 -0.8 -8.5
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 23 8.4 +0.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 -2 10.1 +2.4
RNEM First Trust Emerging Markets Equity Select ETF 0.2 75 -27 6.0 -1.8
CRUZ Defiance Hotel Airline and Cruise ETF 0.2 45 3 -5.1 -12.9
PBD Invesco Global Clean Energy ETF 0.2 75 -27 -3.6 -11.4
EATV VegTech Plant-based Innovation & Climate ETF 0.2 75 -27 3.1 -4.7
PSP Invesco Global Listed Private Equity ETF 0.2 106 -58 8.6 +0.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 -1 6.6 -1.2
VEGI iShares MSCI Agriculture Producers ETF 0.2 39 9 9.6 +1.8
BJK VanEck Gaming ETF 0.2 65 -17 1.8 -6.0
ROYA Tema Global Royalties ETF 0.2 75 -27 4.3 -3.5
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -12 3.4 -4.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 33 6.7 -1.1
MCH Matthews China Active ETF 0.2 79 -31 5.9 -1.9
LIT Global X Lithium & Battery Tech ETF 0.2 75 -27 13.0 +5.2
CRAK VanEck Oil Refiners ETF 0.2 61 -13 14.2 +6.4
CUT Invesco MSCI Global Timber ETF 0.1 61 -13 8.5 +0.7
WOOD iShares Global Timber & Forestry ETF 0.1 42 6 9.9 +2.2
COPX Global X Copper Miners ETF 0.1 65 -17 7.5 -0.3
DMAT Global X Disruptive Materials ETF 0.1 59 -11 11.3 +3.5
GMET VanEck Green Metals ETF 0.1 63 -15 10.4 +2.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -27 4.3 -3.5
SETM Sprott Energy Transition Materials ETF 0.1 65 -17 5.6 -2.2
EMM Global X Emerging Markets ex-China ETF 0.1 75 -27 3.8 -4.0
EMC Global X Emerging Markets Great Consumer ETF 0.1 75 -27 4.8 -2.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 12 7.1 -0.7
CIBR First Trust NASDAQ Cybersecurity ETF 0.1 60 -12 4.0 -3.7
BETZ Roundhill Sports Betting & iGaming ETF 0.1 75 -27 1.8 -5.9
AWAY ETFMG Travel Tech ETF 0.1 76 -28 -4.3 -12.0
CGW Invesco S&P Global Water Index ETF 0.1 57 -9 3.9 -3.9
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 37 7.4 -0.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.1 39 9 -3.5 -11.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -11 9.2 +1.4
EV Mast Global Battery Recycling & Production ETF 0.1 65 -17 13.1 +5.4
FRNW Fidelity Clean Energy ETF 0.1 39 9 3.3 -4.5
RNRG Global X Renewable Energy Producers ETF 0.1 66 -18 4.7 -3.1
RWO SPDR Dow Jones Global Real Estate ETF 0.1 50 -2 6.5 -1.3
RWX SPDR Dow Jones International Real Estate ETF 0.1 59 -11 6.7 -1.0
AVRE Avantis Real Estate ETF 0.1 17 31 6.3 -1.4
REET iShares Global REIT ETF 0.1 14 34 6.8 -0.9
SPRE SP Funds S&P Global REIT Sharia ETF 0.1 55 -7 4.9 -2.8
WTRE WisdomTree New Economy Real Estate Fund 0.1 58 -10 4.8 -3.0
DFGR Dimensional Global Real Estate ETF 0.1 22 26 6.8 -1.0
BATT Amplify Lithium & Battery Technology ETF 0.1 59 -11 -0.8 -8.5
FDHT Fidelity Digital Health ETF 0.1 39 9 -2.4 -10.2
BUYZ Franklin Disruptive Commerce ETF 0.1 50 -2 2.0 -5.7
FDNI First Trust Dow Jones International Internet ETF 0.1 65 -17 2.7 -5.0
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.1 18 30 7.4 -0.3
FMET Fidelity Metaverse ETF 0.1 39 9 4.6 -3.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.1 45 3 1.2 -6.5
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 8 6.9 -0.8
EIRL iShares MSCI Ireland ETF 0.1 50 -2 6.2 -1.6
NANC Unusual Whales Subversive Democratic Trading ETF 0.0 75 -27 3.4 -4.4
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 41 7.1 -0.6

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 LargeCap 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 11.7 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 48 bp
Equals: ALTAR Score 7.8 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.64 CATEGORY
AVERAGE
1.61
 
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.