WisdomTree International High Dividend Fund
ALTAR
Score™		 7.3% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 13.0x P/Sales
ratio		 1.2x
P/BV
ratio		 1.5x Div.
yield		 5.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree DEFA Equity Income Fund seeks investment results that correspond to the performance of the WisdomTree DIEFA Equity Income Index.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree ETFs/USA
Website www.wisdomtree.com
Inception date Jun 16, 2006
Assets (mns) $680
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 Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 562
Wgt avg mkt cap (mns) $64,608
Large cap (>$10bn) 73.1%
Mid cap ($2-10bn) 15.7%
Small cap (<$2bn) 11.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
HSBC HOLDINGS PLC 2.9 %
NESTLE SA-REG 2.4 %
SHELL PLC 2.3 %
INTESA SANPAOLO S.P.A. 2.1 %
STATOILHYDRO ASA 1.9 %
BRITISH AMERICAN TOBACCO PLC 1.8 %
BHP BILLITON LTD 1.8 %
BP PLC 1.6 %
RIO TINTO PLC 1.6 %
AXA SA 1.6 %
Total 20.0 %

TOP COUNTRY EXPOSURE
BRITAIN 17.2 %
FRANCE 11.0 %
JAPAN 9.8 %
ITALY 8.0 %
SPAIN 7.5 %
AUSTRALIA 7.1 %
HONG KONG 5.7 %
GERMANY 5.1 %
SWITZERLAND 4.7 %
NORWAY 4.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
9.0% 32.9% 12.6% 8.7% 5.3%

Market Correlations
versus... Beta R-squared
S&P500 0.57 34%
MSCI EAFE 0.78 85%
MSCI Emg. Mkts. 0.46 49%

Technical Indicators
Recent close $55.70
30d moving avg. $56.16
Annualized volatility 14.3%
Short interest (ETF) 0.2%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 37
Turnover 0.3%
Bid/Ask (% of price) 1.85%
ADV underlying (mns) $8,880

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 459 potential alternatives to the WisdomTree International High Dividend Fund ETF based on the alternatives' overlap in portfolio holdings with DTH. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DTH Expense: 58 bp ALTAR Score™: 7.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DTH
Ticker Fund
Name		 Overlap1
vs DTH
(%)		 Expense
ratio
(bp)		 Savings
vs DTH
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs DTH
(%)
JIVE JPMorgan International Value ETF 45.6 55 3 8.2 +0.9
DOL WisdomTree International LargeCap Dividend Fund 43.4 48 10 5.5 -1.8
LVHI Franklin International Low Volatility High Dividend Index ET 40.5 40 18 7.5 +0.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 39.0 40 18 5.6 -1.7
DWM WisdomTree International Equity Fund 38.9 48 10 5.6 -1.7
EFV iShares MSCI EAFE Value ETF 38.7 34 24 7.5 +0.2
DEW WisdomTree Global High Dividend Fund 32.6 58 0 7.3 -0.0
BBEU JPMorgan BetaBuilders Europe ETF 30.3 9 49 6.2 -1.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 29.5 46 12 5.5 -1.8
FLEE Franklin FTSE Europe ETF 29.3 9 49 6.3 -1.0
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 29.2 9 49 7.8 +0.5
GCOW Pacer Global Cash Cows Dividend ETF 28.2 60 -2 9.2 +1.9
VYMI Vanguard International High Dividend Yield ETF 28.1 17 41 8.0 +0.7
IVLU iShares MSCI Intl Value Factor ETF 27.7 30 28 7.9 +0.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 26.9 30 28 6.1 -1.2
IEV iShares Europe ETF 26.5 67 -9 5.8 -1.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 26.5 25 33 6.3 -1.0
FIDI Fidelity International High Dividend ETF 26.1 18 40 7.2 -0.1
JHMD John Hancock Multifactor Developed International ETF 25.9 39 19 6.1 -1.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 25.8 36 22 5.3 -2.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 25.6 45 13 6.5 -0.8
RFDI First Trust Riverfront Dynamic Developed International ETF 25.4 83 -25 7.7 +0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 25.4 20 38 5.4 -1.9
VGK Vanguard FTSE Europe ETF 25.3 6 52 6.5 -0.8
GSID Goldman Sachs MarketBeta International Equity ETF 25.1 20 38 5.8 -1.5
IEUR iShares Core MSCI Europe ETF 24.8 11 47 6.3 -1.0
JIRE JPMorgan International Research Enhanced Equity ETF 24.7 24 34 5.8 -1.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 24.5 45 13 5.5 -1.8
FENI Fidelity Enhanced International ETF 24.4 28 30 5.7 -1.6
SPEU SPDR Portfolio Europe ETF 24.2 7 51 6.4 -0.9
JHID John Hancock International High Dividend ETF 23.7 46 12 7.8 +0.5
EFA iShares MSCI EAFE ETF 23.5 35 23 5.7 -1.6
HEFA iShares Currency Hedged MSCI EAFE ETF 23.3 35 23 5.7 -1.6
EFAV iShares MSCI EAFE Min Vol Factor ETF 23.1 22 36 5.7 -1.6
FNDF Schwab Fundamental International Large Co. Index ETF 23.0 25 33 7.1 -0.2
DWMF WisdomTree International Multifactor Fund 23.0 38 20 6.9 -0.4
CIL VictoryShares International Volatility Wtd ETF 22.7 45 13 5.8 -1.5
EZU iShares MSCI Eurozone ETF 22.6 52 6 5.5 -1.8
HEZU iShares Currency Hedged MSCI Eurozone ETF 22.5 53 5 5.4 -1.9
BKIE BNY Mellon International Equity ETF 22.1 4 54 5.9 -1.4
IEFA iShares Core MSCI EAFE ETF 22.1 7 51 6.0 -1.3
DFIV Dimensional International Value ETF 22.0 27 31 7.7 +0.4
IQSI IQ Candriam International Equity ETF 21.9 15 43 5.5 -1.8
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 21.8 20 38 5.6 -1.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 21.8 39 19 6.9 -0.4
ESGD iShares ESG Aware MSCI EAFE ETF 21.7 20 38 5.7 -1.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 21.7 25 33 6.1 -1.2
JPIN J.P. Morgan Diversified Return International Equity ETF 21.3 37 21 7.0 -0.3
IQDF FlexShares International Quality Dividend Index Fund 21.2 47 11 7.3 +0.0
IMTM iShares MSCI Intl Momentum Factor ETF 21.2 30 28 4.6 -2.7
FIVA Fidelity International Value Factor ETF 21.1 18 40 7.2 -0.1
STXI Strive International Developed Markets ETF 21.1 29 29 6.2 -1.1
INTF iShares International Equity Factor ETF 21.0 15 43 6.4 -0.9
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 20.7 58 0 7.3 -0.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 20.5 35 23 5.6 -1.7
IDOG ALPS International Sector Dividend Dogs ETF 20.4 50 8 9.0 +1.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 20.4 47 11 7.0 -0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 20.1 39 19 6.1 -1.2
DFAI Dimensional International Core Equity Market ETF 20.0 18 40 6.0 -1.3
IQLT iShares MSCI Intl Quality Factor ETF 19.9 30 28 5.4 -1.9
QINT American Century Quality Diversified International ETF 19.6 39 19 6.5 -0.8
IDEV iShares Core MSCI International Developed Markets ETF 19.6 4 54 5.9 -1.4
IDLV Invesco S&P International Developed Low Volatility ETF 19.5 25 33 6.4 -0.9
UIVM VictoryShares International Value Momentum ETF 19.4 35 23 8.0 +0.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 19.3 20 38 5.6 -1.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 19.3 29 29 6.9 -0.4
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 19.1 80 -22 5.6 -1.7
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 19.1 32 26 5.4 -1.9
IDV iShares International Select Dividend ETF 19.0 51 7 8.9 +1.7
IDMO Invesco S&P International Developed Momentum ETF 19.0 25 33 5.1 -2.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 18.8 14 44 5.2 -2.1
DIM WisdomTree International MidCap Dividend Fund 18.6 58 0 6.3 -1.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 18.2 24 34 6.8 -0.5
VEA Vanguard FTSE Developed Markets ETF 18.0 3 55 5.8 -1.5
IVSI Applied Finance IVS International Large ETF 17.8 65 -7 6.0 -1.3
SPDW SPDR Portfolio Developed World ex-US ETF 17.8 3 55 5.6 -1.7
TPIF Timothy Plan International ETF 17.7 62 -4 5.5 -1.8
FDEV Fidelity International Multifactor ETF 17.5 18 40 7.3 0.0
AVIV Avantis International Large Cap Value ETF 17.5 25 33 6.8 -0.5
DFIC Dimensional International Core Equity 2 ETF 17.3 23 35 6.1 -1.2
SCHY Schwab International Dividend Equity ETF 17.2 14 44 8.4 +1.1
DIHP Dimensional International High Profitability ETF 17.2 29 29 5.7 -1.6
AIVI WisdomTree International AI Enhanced Value Fund 17.2 58 0 6.2 -1.1
DXIV Dimensional International Vector Equity ETF 17.2 34 24 6.5 -0.8
SCHF Schwab International Equity ETF 17.0 6 52 5.7 -1.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 16.9 41 17 5.8 -1.5
AVDE Avantis International Equity ETF 16.6 23 35 6.1 -1.2
PPIE Putnam PanAgora ESG International Equity ETF 16.5 49 9 6.2 -1.1
EUFN iShares MSCI Europe Financials ETF 16.4 51 7 7.1 -0.2
NUDM Nuveen ESG International Developed Markets Equity ETF 16.3 31 27 5.5 -1.8
IGRO iShares International Dividend Growth ETF 16.3 15 43 6.7 -0.6
AVSD Avantis Responsible International Equity ETF 16.2 23 35 5.8 -1.5
EFAS Global X MSCI SuperDividend EAFE ETF 15.9 57 1 7.4 +0.1
FEZ SPDR EURO STOXX 50 ETF 15.8 29 29 5.7 -1.6
FRGN Horizon International Equity ETF 15.7 75 -17 7.4 +0.1
DFSI Dimensional International Sustainability Core 1 ETF 15.7 24 34 5.6 -1.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 15.3 18 40 6.1 -1.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 15.3 58 0 6.4 -0.9
FLGB Franklin FTSE United Kingdom ETF 15.2 9 49 6.8 -0.5
CWI SPDR MSCI ACWI ex-US ETF 14.7 30 28 6.3 -1.0
ACWX iShares MSCI ACWI ex U.S. ETF 14.2 34 24 6.1 -1.2
VEU Vanguard FTSE All-World ex-US Index Fund 13.9 4 54 6.5 -0.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 13.9 12 46 5.2 -2.1
IMFL Invesco International Developed Dynamic Multifactor ETF 13.6 34 24 5.0 -2.3
DMXF iShares ESG Advanced MSCI EAFE ETF 13.6 12 46 4.8 -2.5
IXG iShares Global Financials ETF 13.5 42 16 6.3 -1.0
INEQ Columbia International Equity Income ETF 13.5 45 13 7.7 +0.4
IPAC iShares Core MSCI Pacific ETF 13.4 9 49 5.4 -1.9
IXUS iShares Core MSCI Total International Stock ETF 13.3 7 51 6.3 -1.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 13.3 56 2 9.6 +2.3
VXUS Vanguard Total International Stock ETF 13.2 5 53 6.4 -0.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 13.0 65 -7 7.5 +0.2
RCGE RockCreek Global Equality ETF 12.9 95 -37 6.1 -1.2
FEP First Trust Europe AlphaDEX Fund 12.7 80 -22 6.7 -0.6
CGDG Capital Group Dividend Growers ETF 12.6 47 11 5.2 -2.1
IDHQ Invesco S&P International Developed High Quality ETF 12.3 29 29 5.2 -2.1
EWU iShares MSCI United Kingdom ETF 12.3 50 8 7.2 -0.1
VSGX Vanguard ESG International Stock ETF 12.1 10 48 6.3 -1.0
FEUZ First Trust Eurozone AlphaDEX ETF 12.1 80 -22 6.3 -1.0
DLS WisdomTree International SmallCap Dividend Fund 12.0 58 0 7.3 +0.1
DGT State Street SPDR Global Dow ETF 11.8 50 8 5.5 -1.8
EPP iShares MSCI Pacific ex-Japan ETF 11.8 47 11 4.9 -2.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 11.4 30 28 6.2 -1.1
VPL Vanguard FTSE Pacific ETF 11.3 7 51 4.9 -2.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 11.3 58 0 5.3 -2.0
IQDG WisdomTree International Quality Dividend Growth Fund 11.3 42 16 5.7 -1.6
FYLD Cambria Foreign Shareholder Yield ETF 11.2 59 -1 10.1 +2.8
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 11.2 19 39 5.3 -2.0
FID First Trust S&P International Dividend Aristocrats ETF 11.2 60 -2 7.6 +0.3
CGIE Capital Group International Equity ETF 11.0 54 4 4.5 -2.8
FNDC Schwab Fundamental International Small Co. Index ETF 11.0 39 19 6.7 -0.6
IPKW Invesco International BuyBack Achievers ETF 10.9 55 3 8.0 +0.7
DWX SPDR S&P International Dividend ETF 10.8 45 13 6.7 -0.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 10.8 65 -7 7.0 -0.3
SCZ iShares MSCI EAFE Small-Cap ETF 10.7 40 18 6.0 -1.3
DFIS Dimensional International Small Cap ETF 9.9 39 19 6.0 -1.3
EWQ iShares MSCI France ETF 9.8 53 5 6.5 -0.8
WDIV SPDR S&P Global Dividend ETF 9.8 40 18 9.0 +1.7
WWJD Inspire International ETF 9.6 80 -22 6.2 -1.1
FKU First Trust United Kingdom AlphaDEX Fund 9.5 80 -22 7.2 -0.1
AVDS Avantis International Small Cap Equity ETF 9.5 30 28 5.9 -1.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 9.3 49 9 5.9 -1.4
JXI iShares Global Utilities ETF 9.1 43 15 5.2 -2.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 9.1 47 11 4.9 -2.4
DTAN Sparkline International Intangible Value ETF 8.9 55 3 7.0 -0.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 8.8 46 12 7.5 +0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 8.8 42 16 3.9 -3.4
IEUS iShares MSCI Europe Small-Cap ETF 8.7 42 16 6.6 -0.7
QWLD SPDR MSCI World StrategicFactors ETF 8.6 30 28 5.2 -2.1
FICS First Trust International Developed Capital Strength ETF 8.6 70 -12 6.8 -0.5
SCHC Schwab International Small-Cap Equity ETF 8.5 11 47 6.5 -0.8
VIDI Vident International Equity Strategy ETF 8.5 61 -3 7.7 +0.4
FDD First Trust Stoxx European Select Dividend Index Fund 8.3 58 0 9.6 +2.3
WLDR Affinity World Leaders Equity ETF 8.1 67 -9 5.5 -1.8
DISV Dimensional International Small Cap Value ETF 7.8 42 16 8.0 +0.7
GNR SPDR S&P Global Natural Resources ETF 7.7 40 18 8.2 +0.9
AVDV Avantis International Small Cap Value ETF 7.6 36 22 7.5 +0.2
UMMA Wahed Dow Jones Islamic World ETF 7.6 65 -7 3.2 -4.1
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 7.5 65 -7 4.0 -3.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 7.5 80 -22 6.3 -1.0
HEDJ WisdomTree Europe Hedged Equity Fund 7.4 58 0 5.9 -1.4
DVYA iShares Asia/Pacific Dividend ETF 7.4 49 9 6.9 -0.4
EUDV ProShares MSCI Europe Dividend Growers ETF 7.3 55 3 5.7 -1.6
GLOF iShares Global Equity Factor ETF 7.3 20 38 5.4 -1.9
EFAD ProShares MSCI EAFE Dividend Growers ETF 7.2 50 8 5.7 -1.6
OAIM OneAscent International Equity ETF 7.1 95 -37 4.4 -2.9
ICPY Tweedy, Browne International Insider Value ETF 7.1 80 -22 21.1 +13.8
EWI iShares MSCI Italy ETF 7.0 50 8 10.7 +3.4
PATN Pacer Nasdaq International Patent Leaders ETF 6.8 65 -7 3.7 -3.6
GVAL Cambria Global Value ETF 6.8 68 -10 8.7 +1.4
ISCF iShares International SmallCap Equity Factor ETF 6.7 23 35 7.2 -0.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 6.7 8 50 6.2 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.7 25 33 5.5 -1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 6.7 9 49 4.3 -3.0
OEFA ALPS O’Shares International Developed Quality Dividend ETF 6.6 48 10 4.7 -2.6
BLES Inspire Global Hope ETF 6.6 61 -3 5.6 -1.7
DXJ WisdomTree Japan Hedged Equity Fund 6.5 48 10 5.2 -2.1
EWP iShares MSCI Spain ETF 6.5 50 8 6.0 -1.3
IQRA IQ CBRE Real Assets ETF 6.5 65 -7 5.9 -1.4
GEW Cambria Global EW ETF 6.3 29 29 5.3 -2.0
FLAU Franklin FTSE Australia ETF 6.3 9 49 5.8 -1.5
COPY Tweedy, Browne Insider + Value ETF 6.1 80 -22 14.7 +7.4
TTAI FCF International Quality ETF 6.1 59 -1 6.8 -0.5
CCNR ALPS CoreCommodity Natural Resources ETF 6.0 39 19 7.7 +0.4
URTH iShares MSCI World ETF 5.9 24 34 4.2 -3.1
GII SPDR S&P Global Infrastructure ETF 5.9 40 18 4.3 -3.0
IGF iShares Global Infrastructure ETF 5.9 41 17 4.2 -3.1
IXC iShares Global Energy ETF 5.9 44 14 7.2 -0.1
PIEL Pacer International Export Leaders ETF 5.9 60 -2 3.9 -3.4
TOK iShares MSCI Kokusai ETF 5.8 26 32 4.2 -3.1
GWX SPDR S&P International Small Cap ETF 5.8 40 18 5.7 -1.6
KLMT Invesco MSCI Global Climate 500 ETF 5.7 10 48 4.8 -2.5
KXI iShares Global Consumer Staples ETF 5.7 41 17 5.4 -1.9
JGLO JPMorgan Global Select Equity ETF 5.7 33 25 4.2 -3.1
EWA iShares MSCI Australia ETF 5.6 50 8 5.2 -2.1
BINV Brandes International ETF 5.4 70 -12 8.6 +1.3
IVAL Alpha Architect International Quantitative Value ETF 5.3 49 9 7.6 +0.3
CGXU Capital Group International Focus Equity ETF 5.3 54 4 3.6 -3.7
FLJH Franklin FTSE Japan Hedged ETF 5.2 9 49 4.9 -2.4
FLJP Franklin FTSE Japan ETF 5.2 9 49 5.2 -2.1
ACWI iShares MSCI ACWI ETF 5.2 32 26 4.5 -2.8
IXP iShares Global Comm Services ETF 5.1 42 16 5.5 -1.8
MXI iShares Global Materials ETF 5.1 41 17 5.7 -1.6
DFE WisdomTree Europe SmallCap Dividend Fund 5.1 58 0 7.5 +0.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 5.0 80 -22 3.3 -4.0
VNQI Vanguard Global ex-U.S. Real Estate ETF 5.0 12 46 8.6 +1.3
VT Vanguard Total World Stock ETF 5.0 6 52 4.9 -2.4
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 5.0 10 48 8.5 +1.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 5.0 46 12 5.1 -2.2
ENOR iShares MSCI Norway ETF 4.9 53 5 7.4 +0.1
NORW Global X MSCI Norway ETF 4.9 50 8 7.4 +0.1
ACWV iShares MSCI Global Min Vol Factor ETF 4.9 20 38 5.7 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.8 9 49 4.7 -2.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.8 20 38 4.6 -2.7
PICK iShares MSCI Global Metals & Mining Producers ETF 4.8 39 19 7.3 +0.0
FLGR Franklin FTSE Germany ETF 4.8 9 49 6.5 -0.8
JPXN iShares JPX-Nikkei 400 ETF 4.7 48 10 5.2 -2.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.7 45 13 -0.9 -8.2
IOO iShares Global 100 ETF 4.6 41 17 3.7 -3.6
AGQI First Trust Active Global Quality Income ETF 4.6 85 -27 6.3 -1.0
FEOE First Eagle Overseas Equity ETF 4.5 79 -21 6.0 -1.3
VIGI Vanguard International Dividend Appreciation ETF 4.5 10 48 6.0 -1.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 4.5 75 -17 6.0 -1.3
FAN First Trust Global Wind Energy ETF 4.5 60 -2 2.7 -4.6
DFJ WisdomTree Japan SmallCap Dividend Fund 4.4 58 0 6.7 -0.6
EWL iShares MSCI Switzerland ETF 4.3 50 8 5.6 -1.7
FLSW Franklin FTSE Switzerland ETF 4.3 9 49 5.8 -1.5
POW VistaShares Electrification Supercycle ETF 4.3 75 -17 1.8 -5.5
DAX Global X DAX Germany ETF 4.3 21 37 6.1 -1.2
EWH iShares MSCI Hong Kong ETF 4.3 50 8 5.2 -2.1
NXTG First Trust Indxx NextG ETF 4.2 70 -12 3.1 -4.2
SCJ iShares MSCI Japan Small-Cap ETF 4.2 50 8 5.5 -1.8
EWG iShares MSCI Germany ETF 4.2 50 8 5.8 -1.5
EWJV iShares MSCI Japan Value ETF 4.2 15 43 6.8 -0.5
XT iShares Exponential Technologies ETF 4.1 46 12 3.7 -3.6
BBJP JPMorgan BetaBuilders Japan ETF 4.1 19 39 5.1 -2.2
DSTX Distillate International Fundamental Stability & Value ETF 4.1 55 3 6.5 -0.8
IFGL iShares International Developed Real Estate ETF 4.1 48 10 7.4 +0.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 4.1 47 11 4.5 -2.8
EWJ iShares MSCI Japan ETF 4.1 50 8 4.7 -2.6
HEWJ iShares Currency Hedged MSCI Japan ETF 4.1 50 8 5.2 -2.1
WSML iShares MSCI World Small-Cap ETF 4.0 15 43 5.2 -2.1
KOCG FIS Knights of Columbus Global Belief ETF 3.9 75 -17 4.4 -2.9
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 3.9 25 33 5.4 -1.9
FEGE First Eagle Global Equity ETF 3.9 79 -21 6.0 -1.3
JSTC Adasina Social Justice All Cap Global ETF 3.8 89 -31 4.2 -3.1
ERET iShares Environmentally Aware Real Estate ETF 3.8 30 28 6.9 -0.4
FGM First Trust Germany AlphaDEX Fund 3.6 80 -22 4.8 -2.5
CRTC Xtrackers US National Critical Technologies ETF 3.6 35 23 4.0 -3.3
IMOM Alpha Architect International Quantitative Momentum ETF 3.6 49 9 4.0 -3.3
SMOG VanEck Low Carbon Energy ETF 3.4 61 -3 1.1 -6.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.3 12 46 4.3 -3.0
CLNR IQ Cleaner Transport ETF 3.3 45 13 3.9 -3.4
EFG iShares MSCI EAFE Growth ETF 3.3 36 22 3.7 -3.6
FLAX Franklin FTSE Asia Ex Japan ETF 3.2 19 39 6.5 -0.8
OCEN IQ Clean Oceans ETF 3.2 45 13 4.6 -2.7
CGGO Capital Group Global Growth Equity ETF 3.2 47 11 3.8 -3.5
IXJ iShares Global Healthcare ETF 3.2 42 16 6.5 -0.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 3.1 70 -12 6.3 -1.0
AQLT iShares MSCI Global Quality Factor ETF 2.9 18 40 0.0 -7.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 2.9 80 -22 9.0 +1.7
IDNA iShares Genomics Immunology and Healthcare ETF 2.9 47 11 -0.3 -7.5
HAP VanEck Natural Resources ETF 2.8 50 8 6.5 -0.8
CZAR Themes Natural Monopoly ETF 2.7 35 23 5.4 -1.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 2.7 80 -22 6.2 -1.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.6 70 -12 3.6 -3.7
DIVS SmartETFs Dividend Builder ETF 2.6 65 -7 4.4 -2.9
GQRE FlexShares Global Quality Real Estate Index Fund 2.5 45 13 7.4 +0.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.5 58 0 3.2 -4.1
EXI iShares Global Industrials ETF 2.5 42 16 3.6 -3.7
SDG iShares MSCI Global Sustainable Development Goals ETF 2.4 49 9 4.3 -3.0
RWX SPDR Dow Jones International Real Estate ETF 2.4 59 -1 7.3 -0.0
PAWZ ProShares Pet Care ETF 2.4 50 8 4.4 -2.9
KNCT Invesco Next Gen Connectivity ETF 2.4 40 18 2.5 -4.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.4 42 16 3.9 -3.4
AIA iShares Asia 50 ETF 2.3 50 8 6.8 -0.5
RWO SPDR Dow Jones Global Real Estate ETF 2.2 50 8 6.4 -0.9
FJP First Trust Japan AlphaDEX Fund 2.2 80 -22 7.3 0.0
IPAV Global X Infrastructure Development ex-U.S. ETF 2.2 55 3 5.5 -1.8
JIG JPMorgan International Growth ETF 2.1 55 3 3.5 -3.8
VCLN Virtus Duff & Phelps Clean Energy ETF 2.1 59 -1 2.0 -5.3
EV Mast Global Battery Recycling & Production ETF 2.1 65 -7 6.3 -1.0
DFGR Dimensional Global Real Estate ETF 2.1 22 36 7.1 -0.2
REET iShares Global REIT ETF 2.1 14 44 7.0 -0.3
DRIV Global X Autonomous & Electric Vehicles ETF 2.1 68 -10 2.6 -4.7
AVRE Avantis Real Estate ETF 2.0 17 41 6.9 -0.4
EWS iShares MSCI Singapore ETF 2.0 50 8 4.0 -3.3
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -7 4.9 -2.4
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 2.0 58 0 5.4 -1.9
FSZ First Trust Switzerland AlphaDEX Fund 2.0 80 -22 5.1 -2.2
ASEA Global X FTSE Southeast Asia ETF 1.9 65 -7 5.4 -1.9
VGSR Vert Global Sustainable Real Estate ETF 1.9 47 11 7.0 -0.3
CGDV Capital Group Dividend Value ETF 1.8 33 25 3.8 -3.5
SHPP Pacer Industrials and Logistics ETF 1.8 60 -2 6.5 -0.8
BATT Amplify Lithium & Battery Technology ETF 1.8 59 -1 1.6 -5.7
COPX Global X Copper Miners ETF 1.8 65 -7 3.8 -3.5
URA Global X Uranium ETF 1.8 69 -11 0.7 -6.6
ICOP iShares Copper and Metals Mining ETF 1.8 47 11 5.0 -2.3
COPA Themes Copper Miners ETF 1.8 35 23 2.8 -4.5
CGUS Capital Group Core Equity ETF 1.8 33 25 3.5 -3.8
GLBL Pacer MSCI World Industry Advantage ETF 1.7 65 -7 3.2 -4.1
DFNL Davis Select Financial ETF 1.6 63 -5 7.8 +0.5
RXI iShares Global Consumer Discretionary ETF 1.6 41 17 8.1 +0.8
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.6 78 -20 9.3 +2.0
EWN iShares MSCI Netherlands ETF 1.6 50 8 4.4 -2.9
MOTO SmartETFs Smart Transportation & Technology ETF 1.6 68 -10 4.8 -2.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.5 79 -21 3.4 -3.9
EWUS iShares MSCI United Kingdom Small Cap ETF 1.4 59 -1 7.3 +0.0
FRNW Fidelity Clean Energy ETF 1.4 39 19 1.6 -5.7
SUPL ProShares Supply Chain Logistics ETF 1.3 58 0 7.4 +0.1
EWK iShares MSCI Belgium ETF 1.3 50 8 3.9 -3.4
KNO AXS Knowledge Leaders ETF 1.3 78 -20 3.8 -3.5
GINN Goldman Sachs Innovate Equity ETF 1.3 52 6 3.6 -3.7
SLX VanEck Steel ETF 1.3 56 2 9.6 +2.3
WRND IQ Global Equity R&D Leaders ETF 1.3 18 40 3.8 -3.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 -3 1.5 -5.8
HART IQ Healthy Hearts ETF 1.2 45 13 5.8 -1.5
ION ProShares S&P Global Core Battery Metals ETF 1.2 58 0 5.3 -2.0
VEGI iShares MSCI Agriculture Producers ETF 1.1 39 19 7.5 +0.2
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.1 60 -2 3.4 -3.9
NUKZ Range Nuclear Renaissance Index ETF 1.1 85 -27 1.2 -6.1
ERTH Invesco MSCI Sustainable Future ETF 1.1 62 -4 2.9 -4.4
CGV Conductor Global Equity Value ETF 1.1 130 -72 7.4 +0.1
QTUM Defiance Quantum ETF 1.1 40 18 3.2 -4.1
EWD iShares MSCI Sweden ETF 1.1 54 4 5.0 -2.3
MOTI VanEck Morningstar International Moat ETF 1.0 58 0 10.1 +2.9
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 6 7.9 +0.6
FTRI First Trust Indxx Global Natural Resources Income ETF 1.0 70 -12 6.5 -0.8
RGEF Rockefeller Global Equity ETF 1.0 55 3 3.7 -3.6
FDFF Fidelity Disruptive Finance ETF 1.0 50 8 5.6 -1.7
EBLU Ecofin Global Water ESG Fund 0.9 40 18 4.3 -3.0
TBLU Tortoise Global Water ESG ETF 0.9 40 18 4.6 -2.7
JADE JPMorgan Active Developing Markets Equity ETF 0.9 65 -7 5.6 -1.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 20 3.8 -3.5
IBAT iShares Energy Storage & Materials ETF 0.9 47 11 1.3 -6.0
BITQ Bitwise Crypto Industry Innovators ETF 0.9 85 -27 -2.0 -9.3
BLOK Amplify Transformational Data Sharing ETF 0.9 75 -17 -0.2 -7.5
FTAG First Trust Indxx Global Agriculture ETF 0.9 70 -12 7.1 -0.2
EFRA iShares Environmental Infrastructure and Industrials ETF 0.8 47 11 5.0 -2.3
TOLL Tema Durable Quality ETF 0.8 75 -17 3.7 -3.6
ISHP First Trust Nasdaq Retail ETF 0.8 60 -2 5.4 -1.9
AKAF The Frontier Economic Fund 0.8 20 38 5.1 -2.2
URAN Themes Uranium & Nuclear ETF 0.8 35 23 0.9 -6.4
PBD Invesco Global Clean Energy ETF 0.8 75 -17 0.1 -7.2
EIS iShares MSCI Israel ETF 0.8 58 0 6.1 -1.2
CARZ First Trust NASDAQ Global Auto Index Fund 0.8 70 -12 1.9 -5.4
SDIV Global X Superdividend ETF 0.8 58 0 13.8 +6.5
CGW Invesco S&P Global Water Index ETF 0.8 57 1 4.6 -2.7
PIO Invesco Global Water ETF 0.8 75 -17 4.4 -2.9
BOAT SonicShares Global Shipping ETF 0.7 69 -11 21.6 +14.3
ISRA VanEck Israel ETF 0.7 59 -1 5.7 -1.6
JETS U.S. Global Jets ETF 0.7 60 -2 2.5 -4.8
AIRL Themes Airlines ETF 0.7 35 23 1.6 -5.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.7 72 -14 2.0 -5.3
OBOR KraneShares MSCI One Belt One Road Index ETF 0.7 79 -21 7.2 -0.1
EFNL iShares MSCI Finland ETF 0.6 56 2 5.2 -2.1
BYRE Principal Real Estate Active Opportunities ETF 0.6 65 -7 7.1 -0.2
FDVV Fidelity High Dividend ETF 0.6 15 43 6.6 -0.7
GSIB Themes Global Systemically Important Banks ETF 0.6 35 23 8.4 +1.1
ICLN iShares Global Clean Energy ETF 0.5 41 17 1.5 -5.8
FBOT Fidelity Disruptive Automation ETF 0.5 50 8 2.7 -4.6
EVX VanEck Environmental Services ETF 0.5 55 3 4.1 -3.2
SRVR Pacer Data & Infrastructure Real Estate ETF 0.5 55 3 3.7 -3.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.5 33 25 6.2 -1.1
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 29 29 5.7 -1.6
EWO iShares MSCI Austria ETF 0.5 50 8 7.4 +0.1
AZTD Aztlan Global Stock Selection DM SMID ETF 0.5 75 -17 4.1 -3.2
AQWA Global X Clean Water ETF 0.5 50 8 5.1 -2.2
WTRE WisdomTree New Economy Real Estate Fund 0.4 58 0 -0.3 -7.6
FDRR Fidelity Dividend ETF for Rising Rates 0.4 15 43 5.6 -1.7
MJSC MUFG Japan Small Cap Active ETF 0.4 85 -27 4.5 -2.8
AGNG Global X Aging Population ETF 0.4 50 8 4.5 -2.8
RITA ETFB Green SRI REITs ETF 0.4 50 8 5.7 -1.6
ARKX ARK Space Exploration & Innovation ETF 0.4 75 -17 -0.1 -7.3
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.4 95 -37 9.5 +2.2
RNRG Global X Renewable Energy Producers ETF 0.4 66 -8 4.1 -3.2
FPXI First Trust International Equity Opportunities ETF 0.4 70 -12 3.4 -3.9
GXC SPDR S & P China ETF 0.3 59 -1 18.1 +10.8
NLR VanEck Uranium+Nuclear Energy ETF 0.3 61 -3 1.5 -5.8
TNUK Tortoise Nuclear Renaissance ETF 0.3 75 -17 0.7 -6.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 8 7.4 +0.1
PRNT 3D Printing ETF 0.3 66 -8 1.1 -6.2
INDS Pacer Industrial Real Estate ETF 0.3 55 3 6.3 -1.0
CRAK VanEck Oil Refiners ETF 0.3 61 -3 8.9 +1.6
EMGF iShares Emerging Markets Equity Factor ETF 0.3 25 33 8.2 +0.9
GLCR GlacierShares Nasdaq Iceland ETF 0.3 95 -37 3.1 -4.2
BLDG Cambria Global Real Estate ETF 0.3 60 -2 11.3 +4.0
EIRL iShares MSCI Ireland ETF 0.3 50 8 7.1 -0.2
MOO VanEck Agribusiness ETF 0.3 53 5 9.0 +1.7
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 19 13.2 +5.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.3 60 -2 5.5 -1.8
SRET Global X SuperDividend REIT ETF 0.3 59 -1 12.8 +5.5
IZRL ARK Israel Innovative Technology ETF 0.3 49 9 1.3 -6.0
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 9 12.9 +5.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.2 61 -3 -0.7 -8.0
BCOR Grayscale Bitcoin Adopters ETF 0.2 59 -1 1.8 -5.5
DINT Davis Select International ETF 0.2 55 3 5.8 -1.5
EDEN iShares MSCI Denmark ETF 0.2 53 5 6.4 -0.9
IDX VanEck Indonesia Index ETF 0.2 57 1 10.2 +2.9
ABLG Abacus FCF International Leaders ETF 0.2 59 -1 6.1 -1.2
ROBO ROBO Global Robotics & Automation Index ETF 0.2 95 -37 2.1 -5.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 22 7.0 -0.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 43 7.4 +0.1
TINT ProShares Smart Materials ETF 0.2 58 0 5.2 -2.1
PSP Invesco Global Listed Private Equity ETF 0.2 106 -48 6.9 -0.4
PRAY FIS Christian Stock Fund 0.2 69 -11 3.8 -3.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 43 8.2 +0.9
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 47 7.3 -0.0
ARB AltShares Merger Arbitrage ETF 0.2 77 -19 2.6 -4.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.2 65 -7 1.2 -6.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -1 7.9 +0.6
BULD Pacer BlueStar Engineering the Future ETF 0.1 60 -2 0.2 -7.1
IBOT Vaneck Robotics ETF 0.1 47 11 3.1 -4.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 9 8.3 +1.0
AVES Avantis Emerging Markets Value ETF 0.1 36 22 8.5 +1.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 13 7.4 +0.1
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 18 5.9 -1.4
HUMN Roundhill Humanoid Robotics ETF 0.1 75 -17 0.9 -6.4
CUT Invesco MSCI Global Timber ETF 0.1 61 -3 8.6 +1.3
IBUY Amplify Online Retail ETF 0.1 65 -7 2.3 -5.0
CTEC Global X CleanTech ETF 0.1 50 8 -0.1 -7.4
GMET VanEck Green Metals ETF 0.1 63 -5 0.4 -6.9
HYDR Global X Hydrogen ETF 0.1 50 8 -4.3 -11.5
AVEM Avantis Emerging Markets Equity ETF 0.1 33 25 6.5 -0.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.1 39 19 0.8 -6.5
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 25 6.2 -1.1
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 51 9.1 +1.8
MCHI iShares MSCI China ETF 0.1 59 -1 19.6 +12.4
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 -2 4.2 -3.1
AAUM Tema Alternative Asset Managers ETF 0.1 99 -41 5.4 -1.9
GPZ VanEck Alternative Asset Manager ETF 0.1 40 18 5.4 -1.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 17 6.4 -0.9
FINE Themes European Luxury ETF 0.1 35 23 3.7 -3.6
OZEM Roundhill GLP-1 & Weight Loss ETF 0.1 59 -1 5.6 -1.7
BETZ Roundhill Sports Betting & iGaming ETF 0.1 75 -17 3.5 -3.8
ODDS Pacer BlueStar Digital Entertainment ETF 0.1 60 -2 4.6 -2.7
DFEV Dimensional Emerging Markets Value ETF 0.1 43 15 8.8 +1.5
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 33 5.8 -1.5
WOOD iShares Global Timber & Forestry ETF 0.1 42 16 11.6 +4.3
LDEM iShares ESG MSCI EM Leaders ETF 0.0 17 41 12.1 +4.8
BKF iShares MSCI BIC ETF 0.0 69 -11 14.5 +7.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 20 6.5 -0.8
BNGE First Trust S-Network Streaming and Gaming ETF 0.0 70 -12 3.1 -4.2
DWLD Davis Select Worldwide ETF 0.0 63 -5 6.5 -0.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -7 6.2 -1.1
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 43 5.4 -1.9
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 42 6.4 -0.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 9 6.9 -0.4
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 23 6.5 -0.8
AFK VanEck Africa Index ETF 0.0 98 -40 10.9 +3.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -8 6.6 -0.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.0 39 19 -1.1 -8.4
CCSO Carbon Collective Climate Solutions US Equity ETF 0.0 35 23 0.8 -6.5
SETM Sprott Energy Transition Materials ETF 0.0 65 -7 1.5 -5.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 28 7.4 +0.1
EEM iShares MSCI Emerging Markets ETF 0.0 69 -11 7.2 -0.1
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -11 6.8 -0.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 28 7.2 -0.1
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 49 7.6 +0.3

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
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 High Dividend Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.9 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 7.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.71 CATEGORY
AVERAGE		 1.64
 
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.