WisdomTree International High Dividend Fund
ALTAR
Score™		 10.1% info Recommen-
dation		 SPECULATIVE
2024E    2025E
P/E
ratio		 9.1x P/Sales
ratio		 0.8x
P/BV
ratio		 1.1x Div.
yield		 6.0%


  • 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) $337
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 518
Wgt avg mkt cap (mns) $49,172
Large cap (>$10bn) 78.1%
Mid cap ($2-10bn) 16.9%
Small cap (<$2bn) 5.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
TOTAL SA 3.6 %
BAYERISCHE MOTOREN WERKE AG 3.2 %
FIAT CHRYSLER AUTOMOBILES NV 3.1 %
DAIMLER AG-REGISTERED SHARES 2.5 %
HSBC HOLDINGS PLC 2.2 %
BRITISH AMERICAN TOBACCO PLC 2.2 %
ENEL SPA 2.1 %
GLAXOSMITHKLINE PLC 1.6 %
IBERDROLA SA 1.6 %
RIO TINTO PLC 1.6 %
Total 23.7 %

TOP COUNTRY EXPOSURE
BRITAIN 20.4 %
GERMANY 10.6 %
FRANCE 10.5 %
AUSTRALIA 10.0 %
JAPAN 7.6 %
ITALY 7.0 %
SPAIN 6.3 %
SWITZERLAND 5.6 %
SINGAPORE 3.5 %
HONG KONG 3.0 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.6% 12.3% 5.0% 2.8% 3.3%

Market Correlations
versus... Beta R-squared
S&P500 0.66 51%
MSCI EAFE 0.88 84%
MSCI Emg. Mkts. 0.75 66%

Technical Indicators
Recent close $39.08
30d moving avg. $37.03
Annualized volatility 16.4%
Short interest (ETF) 0.2%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 33
Turnover 0.4%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $12,647

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 456 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™: 10.1%


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
(%)
DWM WisdomTree International Equity Fund 47.7 48 10 7.8 -2.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 47.6 40 18 7.8 -2.3
DOL WisdomTree International LargeCap Dividend Fund 47.0 48 10 7.7 -2.4
EFV iShares MSCI EAFE Value ETF 41.0 34 24 9.1 -1.1
DIVI Franklin International Core Dividend Tilt Index ETF 39.6 9 49 8.0 -2.1
CID VictoryShares International High Div Volatility Wtd ETF 38.2 45 13 9.5 -0.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 36.4 9 49 9.8 -0.4
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 33.7 20 38 10.7 +0.5
LVHI Franklin International Low Volatility High Dividend Index ET 32.7 40 18 10.2 +0.0
VYMI Vanguard International High Dividend Yield ETF 31.6 22 36 9.7 -0.4
DFIV Dimensional International Value ETF 29.4 27 31 9.8 -0.3
IVLU iShares MSCI Intl Value Factor ETF 29.3 30 28 10.6 +0.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 28.9 45 13 8.5 -1.7
VWID Virtus WMC International Dividend ETF 28.2 49 9 9.4 -0.8
FNDF Schwab Fundamental International Large Co. Index ETF 26.6 25 33 9.1 -1.1
IDV iShares International Select Dividend ETF 26.3 51 7 12.3 +2.2
JHMD John Hancock Multifactor Developed International ETF 26.2 39 19 7.4 -2.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 25.6 45 13 6.2 -3.9
IDOG ALPS International Sector Dividend Dogs ETF 25.6 50 8 11.6 +1.5
FLEU Franklin FTSE Eurozone ETF 25.4 9 49 6.7 -3.5
EZU iShares MSCI Eurozone ETF 25.4 52 6 6.2 -4.0
DWMF WisdomTree International Multifactor Fund 25.0 38 20 7.3 -2.8
IQIN IQ 500 International ETF 24.9 25 33 8.8 -1.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 24.7 25 33 7.4 -2.8
IEV iShares Europe ETF 24.6 67 -9 6.1 -4.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 24.6 46 12 6.3 -3.8
RFDI First Trust Riverfront Dynamic Developed International ETF 24.5 83 -25 9.0 -1.2
IEUR iShares Core MSCI Europe ETF 24.5 11 47 -1.3 -11.5
VGK Vanguard FTSE Europe ETF 24.5 11 47 6.8 -3.3
FLEE Franklin FTSE Europe ETF 24.5 9 49 6.8 -3.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 24.2 39 19 7.6 -2.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 24.2 29 29 8.8 -1.4
BBEU JPMorgan BetaBuilders Europe ETF 24.1 9 49 6.7 -3.5
SPEU SPDR Portfolio Europe ETF 23.8 7 51 6.6 -3.6
DEW WisdomTree Global High Dividend Fund 23.7 58 0 9.1 -1.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 23.5 80 -22 5.4 -4.8
RFEU First Trust Riverfront Dynamic Europe ETF 23.4 83 -25 8.7 -1.4
ESGD iShares ESG Aware MSCI EAFE ETF 23.2 20 38 6.3 -3.8
EFA iShares MSCI EAFE ETF 23.2 35 23 6.4 -3.8
CIL VictoryShares International Volatility Wtd ETF 23.0 45 13 6.9 -3.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 23.0 30 28 6.8 -3.3
JPIN J.P. Morgan Diversified Return International Equity ETF 22.9 37 21 8.7 -1.4
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 22.8 51 7 6.8 -3.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 22.8 36 22 6.4 -3.8
FIDI Fidelity International High Dividend ETF 22.7 18 40 10.1 -0.0
GSID Goldman Sachs MarketBeta International Equity ETF 22.3 20 38 6.7 -3.5
IEFA iShares Core MSCI EAFE ETF 22.3 7 51 2.7 -7.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 22.1 35 23 6.4 -3.7
IQSI IQ Candriam International Equity ETF 22.0 15 43 6.4 -3.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 21.7 14 44 6.2 -4.0
SCHY Schwab International Dividend Equity ETF 21.6 14 44 9.3 -0.9
HFXI IQ FTSE International Equity Currency Neutral ETF 21.6 20 38 6.8 -3.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 21.1 25 33 7.4 -2.7
DFAI Dimensional International Core Equity Market ETF 20.8 18 40 6.9 -3.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 20.8 20 38 6.3 -3.9
DMDV AAM S&P Developed Markets High Dividend Value ETF 20.5 39 19 12.7 +2.5
INTF iShares International Equity Factor ETF 20.3 15 43 7.8 -2.3
TPIF Timothy Plan International ETF 20.2 62 -4 6.7 -3.4
DFIC Dimensional International Core Equity 2 ETF 20.1 23 35 7.4 -2.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 20.1 24 34 8.6 -1.6
AIVI WisdomTree International AI Enhanced Value Fund 20.0 58 0 8.0 -2.1
IDEV iShares Core MSCI International Developed Markets ETF 20.0 4 54 6.7 -3.4
FEZ SPDR EURO STOXX 50 ETF 19.8 29 29 6.2 -3.9
BKIE BNY Mellon International Equity ETF 19.7 4 54 6.9 -3.3
FIVA Fidelity International Value Factor ETF 19.6 18 40 9.3 -0.9
VEA Vanguard FTSE Developed Markets ETF 19.3 5 53 7.0 -3.2
EFAS Global X MSCI SuperDividend EAFE ETF 19.2 57 1 9.7 -0.5
DIM WisdomTree International MidCap Dividend Fund 19.1 58 0 7.7 -2.5
GCOW Pacer Global Cash Cows Dividend ETF 19.0 60 -2 13.6 +3.5
SCHF Schwab International Equity ETF 18.9 6 52 7.0 -3.1
AVDE Avantis International Equity ETF 18.7 23 35 7.9 -2.3
ESGN Columbia International ESG Equity Income ETF 18.7 45 13 9.0 -1.1
FEP First Trust Europe AlphaDEX Fund 18.7 80 -22 8.6 -1.5
SPDW SPDR Portfolio Developed World ex-US ETF 18.6 3 55 6.9 -3.2
ISZE iShares MSCI Intl Size Factor ETF 18.6 30 28 6.6 -3.6
JHID John Hancock International High Dividend ETF 18.6 46 12 11.5 +1.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 18.5 39 19 7.3 -2.8
EFAV iShares MSCI EAFE Min Vol Factor ETF 18.5 22 36 6.2 -3.9
IDLV Invesco S&P International Developed Low Volatility ETF 18.4 25 33 5.8 -4.3
UIVM VictoryShares International Value Momentum ETF 18.1 35 23 10.7 +0.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 17.8 20 38 6.9 -3.2
JIRE JPMorgan International Research Enhanced Equity ETF 17.7 24 34 6.7 -3.4
DFSI Dimensional International Sustainability Core 1 ETF 17.3 24 34 6.2 -3.9
RODE Hartford Multifactor Diversified International ETF 16.9 29 29 11.5 +1.4
EUFN iShares MSCI Europe Financials ETF 16.8 51 7 8.1 -2.0
NUDM Nuveen ESG International Developed Markets Equity ETF 16.5 31 27 6.4 -3.7
IXG iShares Global Financials ETF 16.5 42 16 6.8 -3.3
DIHP Dimensional International High Profitability ETF 16.5 29 29 6.9 -3.2
FEUZ First Trust Eurozone AlphaDEX ETF 16.3 80 -22 8.3 -1.8
WWJD Inspire International ETF 16.2 80 -22 7.1 -3.0
AVIV Avantis International Large Cap Value ETF 16.0 25 33 8.9 -1.3
FLGB Franklin FTSE United Kingdom ETF 15.6 9 49 8.3 -1.8
FYLD Cambria Foreign Shareholder Yield ETF 15.5 59 -1 12.0 +1.8
CWI SPDR MSCI ACWI ex-US ETF 15.5 30 28 6.8 -3.3
IQDE FlexShares International Quality Dividend Defensive Index ET 15.3 47 11 10.7 +0.5
IQLT iShares MSCI Intl Quality Factor ETF 15.2 30 28 5.7 -4.4
IPAC iShares Core MSCI Pacific ETF 15.2 9 49 6.7 -3.5
ACWX iShares MSCI ACWI ex U.S. ETF 14.9 34 24 6.7 -3.5
FDD First Trust Stoxx European Select Dividend Index Fund 14.8 58 0 12.9 +2.8
DMXF iShares ESG Advanced MSCI EAFE ETF 14.7 12 46 5.4 -4.7
VEU Vanguard FTSE All-World ex-US Index Fund 14.7 8 50 7.2 -3.0
DWX SPDR S&P International Dividend ETF 14.7 45 13 7.1 -3.0
IMTM iShares MSCI Intl Momentum Factor ETF 14.6 30 28 6.8 -3.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 14.5 41 17 6.7 -3.5
VXUS Vanguard Total International Stock ETF 14.4 7 51 7.1 -3.0
IXUS iShares Core MSCI Total International Stock ETF 14.4 7 51 6.9 -3.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 14.3 32 26 6.7 -3.5
HEDJ WisdomTree Europe Hedged Equity Fund 14.1 58 0 8.4 -1.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 14.0 30 28 7.8 -2.4
QINT American Century Quality Diversified International ETF 13.8 39 19 7.4 -2.7
EPP iShares MSCI Pacific ex-Japan ETF 13.7 47 11 5.4 -4.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 13.7 80 -22 10.8 +0.6
VPL Vanguard FTSE Pacific ETF 13.6 8 50 7.0 -3.2
GVAL Cambria Global Value ETF 13.6 68 -10 12.3 +2.2
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 13.6 19 39 5.8 -4.3
EWU iShares MSCI United Kingdom ETF 13.3 50 8 7.8 -2.3
OEUR ALPS O'Shares Europe Quality Dividend ETF 13.3 48 10 5.7 -4.4
VIDI Vident International Equity Strategy ETF 13.2 61 -3 11.9 +1.8
VSGX Vanguard ESG International Stock ETF 13.2 12 46 6.8 -3.3
FDEV Fidelity International Multifactor ETF 13.1 18 40 7.5 -2.6
FKU First Trust United Kingdom AlphaDEX Fund 12.3 80 -22 7.5 -2.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 12.3 56 2 13.9 +3.8
IQDF FlexShares International Quality Dividend Index Fund 11.6 47 11 10.7 +0.6
DGT SPDR Global Dow ETF 11.5 50 8 6.7 -3.5
IDHQ Invesco S&P International Developed High Quality ETF 11.1 29 29 5.8 -4.4
SCZ iShares MSCI EAFE Small-Cap ETF 11.0 40 18 0.0 -10.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 10.8 65 -7 8.4 -1.8
IDMO Invesco S&P International Developed Momentum ETF 10.4 25 33 7.0 -3.2
BLES Inspire Global Hope ETF 10.4 61 -3 6.3 -3.8
MOTI VanEck Morningstar International Moat ETF 10.3 58 0 6.9 -3.2
WLDR Affinity World Leaders Equity ETF 10.3 67 -9 8.5 -1.7
EUDG WisdomTree Europe Quality Dividend Growth Fund 10.2 58 0 6.0 -4.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 10.2 25 33 6.1 -4.1
IMFL Invesco International Developed Dynamic Multifactor ETF 10.0 34 24 10.6 +0.5
DFIS Dimensional International Small Cap ETF 10.0 39 19 6.7 -3.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.0 47 11 5.9 -4.2
FID First Trust S&P International Dividend Aristocrats ETF 9.8 60 -2 9.8 -0.3
FLGR Franklin FTSE Germany ETF 9.6 9 49 7.1 -3.1
GNR SPDR S&P Global Natural Resources ETF 9.4 40 18 9.2 -1.0
JXI iShares Global Utilities ETF 9.4 43 15 6.7 -3.5
EWG iShares MSCI Germany ETF 9.3 50 8 6.5 -3.7
FNDC Schwab Fundamental International Small Co. Index ETF 9.3 39 19 6.9 -3.3
EWQ iShares MSCI France ETF 9.3 53 5 5.4 -4.7
DBGR Xtrackers MSCI Germany Hedged Equity ETF 9.3 45 13 6.4 -3.8
FLAU Franklin FTSE Australia ETF 9.3 9 49 5.8 -4.3
FILL iShares MSCI Global Energy Producers ETF 9.1 39 19 9.0 -1.2
WDIV SPDR S&P Global Dividend ETF 9.0 40 18 10.2 +0.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 9.0 46 12 8.8 -1.3
DAX Global X DAX Germany ETF 8.9 21 37 6.9 -3.2
EWI iShares MSCI Italy ETF 8.8 50 8 8.2 -2.0
IXC iShares Global Energy ETF 8.7 44 14 8.2 -1.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 8.5 65 -7 12.8 +2.7
CLNR IQ Cleaner Transport ETF 8.5 45 13 8.3 -1.9
EWA iShares MSCI Australia ETF 8.1 50 8 5.3 -4.8
IEUS iShares MSCI Europe Small-Cap ETF 8.1 42 16 0.0 -10.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 8.0 45 13 6.2 -3.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 8.0 47 11 10.3 +0.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 7.8 49 9 6.7 -3.5
GLOF iShares Global Equity Factor ETF 7.8 20 38 7.1 -3.1
QWLD SPDR MSCI World StrategicFactors ETF 7.7 30 28 6.1 -4.1
BLLD JPMorgan Sustainable Infrastructure ETF 7.6 49 9 6.2 -4.0
SCHC Schwab International Small-Cap Equity ETF 7.5 11 47 6.4 -3.7
IQDG WisdomTree International Quality Dividend Growth Fund 7.4 42 16 5.8 -4.3
IVAL Alpha Architect International Quantitative Value ETF 7.4 49 9 5.8 -4.4
FGM First Trust Germany AlphaDEX Fund 7.4 80 -22 9.2 -0.9
GLIF AGF Global Infrastructure ETF 7.3 45 13 5.5 -4.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 7.2 58 0 5.6 -4.6
ESGG FlexShares STOXX Global ESG Select Index Fund 7.2 42 16 5.1 -5.0
IPKW Invesco International BuyBack Achievers ETF 6.9 55 3 9.1 -1.1
DVYA iShares Asia/Pacific Dividend ETF 6.9 49 9 9.1 -1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 6.8 80 -22 4.5 -5.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 6.7 7 51 6.5 -3.6
DISV Dimensional International Small Cap Value ETF 6.7 42 16 9.2 -0.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 6.7 80 -22 10.0 -0.2
IGRO iShares International Dividend Growth ETF 6.7 15 43 7.1 -3.1
DLS WisdomTree International SmallCap Dividend Fund 6.7 58 0 8.8 -1.4
ISCF iShares International SmallCap Equity Factor ETF 6.6 23 35 8.8 -1.4
FICS First Trust International Developed Capital Strength ETF 6.6 70 -12 6.1 -4.0
AGQI First Trust Active Global Quality Income ETF 6.3 85 -27 5.8 -4.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 6.3 58 0 9.1 -1.1
IGF iShares Global Infrastructure ETF 6.2 41 17 5.0 -5.2
GII SPDR S&P Global Infrastructure ETF 6.2 40 18 5.0 -5.2
URTH iShares MSCI World ETF 6.1 24 34 5.4 -4.8
TOK iShares MSCI Kokusai ETF 6.0 26 32 5.3 -4.9
KOKU Xtrackers MSCI Kokusai Equity ETF 5.9 9 49 5.5 -4.7
EWJV iShares MSCI Japan Value ETF 5.8 15 43 9.0 -1.2
JPXN iShares JPX-Nikkei 400 ETF 5.8 48 10 7.5 -2.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.7 9 49 5.7 -4.4
LUXX Roundhill S&P Global Luxury ETF 5.7 45 13 2.7 -7.4
LUX Tema Luxury ETF 5.6 75 -17 3.3 -6.8
KOIN Capital Link Global Fintech Leaders ETF 5.6 75 -17 4.6 -5.5
FLJP Franklin FTSE Japan ETF 5.5 9 49 7.1 -3.0
ACWI iShares MSCI ACWI ETF 5.5 32 26 5.5 -4.7
VT Vanguard Total World Stock ETF 5.4 7 51 5.8 -4.3
DXJ WisdomTree Japan Hedged Equity Fund 5.4 48 10 7.7 -2.4
AVDV Avantis International Small Cap Value ETF 5.4 36 22 8.0 -2.2
FLJH Franklin FTSE Japan Hedged ETF 5.4 9 49 6.9 -3.2
BBJP JPMorgan BetaBuilders Japan ETF 5.3 19 39 7.1 -3.0
FLSW Franklin FTSE Switzerland ETF 5.2 9 49 5.1 -5.1
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 5.2 25 33 7.7 -2.4
EWJ iShares MSCI Japan ETF 5.2 50 8 6.7 -3.4
GDVD R3 Global Dividend Growth ETF 5.1 88 -30 5.8 -4.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 5.1 75 -17 7.8 -2.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 5.1 47 11 6.6 -3.6
EWP iShares MSCI Spain ETF 5.0 50 8 8.5 -1.7
WRND IQ Global Equity R&D Leaders ETF 5.0 18 40 7.2 -3.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.0 20 38 5.6 -4.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 4.9 80 -22 5.6 -4.5
EWL iShares MSCI Switzerland ETF 4.9 50 8 4.1 -6.1
IXP iShares Global Comm Services ETF 4.8 42 16 5.3 -4.8
NXTG First Trust Indxx NextG ETF 4.8 70 -12 6.0 -4.2
BKCI BNY Mellon Concentrated International ETF 4.6 80 -22 5.2 -4.9
MXI iShares Global Materials ETF 4.6 41 17 6.6 -3.5
IOO iShares Global 100 ETF 4.4 41 17 4.8 -5.3
DSTX Distillate International Fundamental Stability & Value ETF 4.3 55 3 8.0 -2.1
NTZG Nuveen Global Net Zero Transition ETF 4.3 56 2 4.9 -5.2
ACWV iShares MSCI Global Min Vol Factor ETF 4.2 20 38 6.7 -3.4
TTAI FCF International Quality ETF 4.2 59 -1 7.4 -2.8
IQRA IQ CBRE Real Assets ETF 4.2 65 -7 5.9 -4.2
KXI iShares Global Consumer Staples ETF 4.2 41 17 5.6 -4.6
OCEN IQ Clean Oceans ETF 4.1 45 13 5.3 -4.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.1 45 13 4.9 -5.2
SMOG VanEck Low Carbon Energy ETF 4.0 61 -3 3.0 -7.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 4.0 70 -12 4.6 -5.6
HAP VanEck Natural Resources ETF 4.0 50 8 9.5 -0.7
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.0 46 12 5.6 -4.6
GSFP Goldman Sachs Future Planet Equity ETF 3.9 75 -17 4.5 -5.6
EFG iShares MSCI EAFE Growth ETF 3.9 36 22 4.1 -6.1
FSZ First Trust Switzerland AlphaDEX Fund 3.8 80 -22 4.1 -6.0
FAN First Trust Global Wind Energy ETF 3.8 60 -2 5.5 -4.6
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 3.8 10 48 8.2 -2.0
BECO BlackRock Future Climate and Sustainable Economy ETF 3.8 70 -12 13.7 +3.6
VNQI Vanguard Global ex-U.S. Real Estate ETF 3.8 12 46 8.7 -1.4
WPS iShares International Developed Property ETF 3.8 48 10 7.2 -2.9
JSTC Adasina Social Justice All Cap Global ETF 3.7 89 -31 4.8 -5.4
KOCG FIS Knights of Columbus Global Belief ETF 3.7 75 -17 5.3 -4.9
TEMP JPMorgan Climate Change Solutions ETF 3.6 49 9 4.7 -5.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.6 12 46 5.1 -5.1
LNGG Roundhill Alerian LNG ETF 3.6 65 -7 8.5 -1.6
IFGL iShares International Developed Real Estate ETF 3.6 48 10 7.0 -3.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 3.6 70 -12 6.3 -3.9
ERET iShares Environmentally Aware Real Estate ETF 3.5 30 28 7.3 -2.9
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 3.5 42 16 6.8 -3.3
PICK iShares MSCI Global Metals & Mining Producers ETF 3.5 39 19 11.0 +0.8
FLAX Franklin FTSE Asia Ex Japan ETF 3.5 19 39 7.2 -3.0
UMMA Wahed Dow Jones Islamic World ETF 3.4 65 -7 4.3 -5.9
RXI iShares Global Consumer Discretionary ETF 3.3 41 17 5.5 -4.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.2 58 0 4.6 -5.6
EXI iShares Global Industrials ETF 3.2 42 16 4.7 -5.5
MOTO SmartETFs Smart Transportation & Technology ETF 3.1 68 -10 6.6 -3.5
EWS iShares MSCI Singapore ETF 3.0 50 8 4.0 -6.1
FLHK Franklin FTSE Hong Kong ETF 3.0 9 49 7.4 -2.7
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.0 55 3 3.6 -6.5
GWX SPDR S&P International Small Cap ETF 3.0 40 18 6.6 -3.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.9 52 6 5.8 -4.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.9 50 8 5.1 -5.1
FDRR Fidelity Dividend ETF for Rising Rates 2.8 15 43 7.9 -2.2
ASEA Global X FTSE Southeast Asia ETF 2.8 65 -7 6.5 -3.7
BNE Blue Horizon BNE ETF 2.8 87 -29 5.0 -5.2
EWH iShares MSCI Hong Kong ETF 2.7 50 8 7.0 -3.2
TOKE Cambria Cannabis ETF 2.7 42 16 -6.2 -16.3
AIA iShares Asia 50 ETF 2.7 50 8 6.9 -3.3
CGXU Capital Group International Focus Equity ETF 2.7 54 4 4.1 -6.0
FDVV Fidelity High Dividend ETF 2.7 15 43 8.9 -1.2
EUDV ProShares MSCI Europe Dividend Growers ETF 2.6 55 3 5.0 -5.2
DFGR Dimensional Global Real Estate ETF 2.6 22 36 7.1 -3.1
FJP First Trust Japan AlphaDEX Fund 2.6 80 -22 10.1 0.0
KNCT Invesco Next Gen Connectivity ETF 2.6 40 18 5.9 -4.3
VCLN Virtus Duff & Phelps Clean Energy ETF 2.5 59 -1 3.5 -6.7
RWX SPDR Dow Jones International Real Estate ETF 2.5 59 -1 7.2 -3.0
REET iShares Global REIT ETF 2.5 14 44 7.1 -3.0
DFE WisdomTree Europe SmallCap Dividend Fund 2.5 58 0 10.9 +0.8
RWO SPDR Dow Jones Global Real Estate ETF 2.4 50 8 6.9 -3.2
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.4 75 -17 4.9 -5.3
SHPP Pacer Industrials and Logistics ETF 2.4 60 -2 8.9 -1.3
KLDW Knowledge Leaders Developed World ETF 2.4 75 -17 4.9 -5.2
CGGO Capital Group Global Growth Equity ETF 2.3 47 11 4.3 -5.8
EFNL iShares MSCI Finland ETF 2.3 56 2 8.0 -2.2
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 2.3 80 -22 11.0 +0.9
AVRE Avantis Real Estate ETF 2.3 17 41 6.6 -3.5
FTRI First Trust Indxx Global Natural Resources Income ETF 2.2 70 -12 10.6 +0.5
CGDV Capital Group Dividend Value ETF 2.2 33 25 5.8 -4.4
SXUS Janus Henderson International Sustainable Equity ETF 2.1 60 -2 4.6 -5.6
CGV Conductor Global Equity Value ETF 2.1 130 -72 11.3 +1.2
SEA U.S. Global Sea to Sky Cargo ETF 2.1 60 -2 24.1 +13.9
CARZ First Trust NASDAQ Global Auto Index Fund 2.1 70 -12 3.5 -6.7
NORW Global X MSCI Norway ETF 2.1 50 8 7.5 -2.7
ENOR iShares MSCI Norway ETF 2.1 53 5 7.6 -2.6
EWUS iShares MSCI United Kingdom Small Cap ETF 2.1 59 -1 6.2 -3.9
SDIV Global X Superdividend ETF 2.0 58 0 17.6 +7.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.0 68 -10 3.4 -6.8
SUPL ProShares Supply Chain Logistics ETF 1.9 58 0 13.1 +2.9
GQRE FlexShares Global Quality Real Estate Index Fund 1.8 45 13 6.9 -3.3
FPXI First Trust International Equity Opportunities ETF 1.8 70 -12 3.6 -6.5
IMOM Alpha Architect International Quantitative Momentum ETF 1.8 49 9 7.3 -2.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.7 79 -21 5.1 -5.0
SCJ iShares MSCI Japan Small-Cap ETF 1.7 50 8 6.4 -3.8
OBOR KraneShares MSCI One Belt One Road Index ETF 1.7 79 -21 10.3 +0.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.6 72 -14 2.2 -8.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.6 78 -20 8.8 -1.3
DFNL Davis Select Financial ETF 1.5 63 -5 6.8 -3.3
DINT Davis Select International ETF 1.5 55 3 4.7 -5.4
EWN iShares MSCI Netherlands ETF 1.5 50 8 4.7 -5.4
FTAG First Trust Indxx Global Agriculture ETF 1.4 70 -12 9.1 -1.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 9 5.8 -4.4
JIG JPMorgan International Growth ETF 1.4 55 3 4.3 -5.8
WDNA WisdomTree BioRevolution Fund 1.2 45 13 -4.5 -14.7
EIS iShares MSCI Israel ETF 1.2 58 0 9.5 -0.7
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 1.2 68 -10 8.8 -1.4
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 1.1 58 0 7.2 -2.9
DFJ WisdomTree Japan SmallCap Dividend Fund 1.1 58 0 7.5 -2.6
EWD iShares MSCI Sweden ETF 1.1 54 4 6.0 -4.2
EWO iShares MSCI Austria ETF 1.1 50 8 12.5 +2.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.1 47 11 0.7 -9.5
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 1.1 75 -17 -35.0 -45.1
DWLD Davis Select Worldwide ETF 1.1 63 -5 5.6 -4.5
ISRA VanEck Israel ETF 1.0 59 -1 8.9 -1.2
ERTH Invesco MSCI Sustainable Future ETF 1.0 62 -4 3.7 -6.5
MOO VanEck Agribusiness ETF 1.0 53 5 9.4 -0.8
FPAG FPA Global Equity ETF 1.0 49 9 5.7 -4.5
ION ProShares S&P Global Core Battery Metals ETF 1.0 58 0 11.6 +1.5
IXJ iShares Global Healthcare ETF 1.0 42 16 6.1 -4.0
CUT Invesco MSCI Global Timber ETF 0.9 61 -3 8.6 -1.6
ISHP First Trust Nasdaq Retail ETF 0.9 60 -2 3.2 -7.0
EWK iShares MSCI Belgium ETF 0.9 50 8 7.6 -2.5
BLOK Amplify Transformational Data Sharing ETF 0.8 75 -17 1.1 -9.0
CRAK VanEck Oil Refiners ETF 0.8 61 -3 13.1 +2.9
CGUS Capital Group Core Equity ETF 0.8 33 25 4.7 -5.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.8 47 11 5.2 -4.9
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 19 9.2 -0.9
IWTR iShares MSCI Water Management Multisector ETF 0.8 47 11 4.8 -5.3
BITQ Bitwise Crypto Industry Innovators ETF 0.8 85 -27 -4.7 -14.8
NLR VanEck Uranium+Nuclear Energy ETF 0.8 61 -3 4.5 -5.7
EBLU Ecofin Global Water ESG Fund 0.7 40 18 3.9 -6.2
GINN Goldman Sachs Innovate Equity ETF 0.7 52 6 2.7 -7.4
PBD Invesco Global Clean Energy ETF 0.7 75 -17 -3.9 -14.0
IDNA iShares Genomics Immunology and Healthcare ETF 0.7 47 11 -5.2 -15.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.6 68 -10 5.3 -4.9
OSEA Harbor International Compounders ETF 0.6 55 3 3.7 -6.4
WOOD iShares Global Timber & Forestry ETF 0.6 42 16 9.6 -0.5
EDEN iShares MSCI Denmark ETF 0.6 53 5 6.2 -4.0
PIO Invesco Global Water ETF 0.6 75 -17 4.9 -5.2
IVEG iShares Emergent Food and AgTech Multisector ETF 0.6 47 11 8.3 -1.9
VIGI Vanguard International Dividend Appreciation ETF 0.5 15 43 5.6 -4.6
JRNY ALPS Global Travel Beneficiaries ETF 0.5 65 -7 0.0 -10.1
BLDG Cambria Global Real Estate ETF 0.5 60 -2 9.4 -0.8
ICLN iShares Global Clean Energy ETF 0.5 41 17 4.3 -5.9
CRUZ Defiance Hotel Airline and Cruise ETF 0.4 45 13 -4.9 -15.1
JETS U.S. Global Jets ETF 0.4 60 -2 -15.6 -25.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.4 95 -37 11.4 +1.2
RNEM First Trust Emerging Markets Equity Select ETF 0.4 75 -17 8.2 -1.9
BOAT SonicShares Global Shipping ETF 0.4 69 -11 29.1 +19.0
BATT Amplify Lithium & Battery Technology ETF 0.4 59 -1 2.9 -7.2
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.3 85 -27 8.1 -2.1
IBLC iShares Blockchain and Tech ETF 0.3 47 11 -1.0 -11.1
AZTD Aztlan Global Stock Selection DM SMID ETF 0.3 75 -17 6.6 -3.5
QTUM Defiance Quantum ETF 0.3 40 18 3.9 -6.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 8 10.5 +0.4
CGW Invesco S&P Global Water Index ETF 0.3 57 1 3.8 -6.4
WTRE WisdomTree New Economy Real Estate Fund 0.3 58 0 5.0 -5.1
SETM Sprott Energy Transition Materials ETF 0.3 65 -7 5.3 -4.8
DMAT Global X Disruptive Materials ETF 0.3 59 -1 9.9 -0.2
LIT Global X Lithium & Battery Tech ETF 0.3 75 -17 10.2 +0.1
PRNT 3D Printing ETF 0.3 66 -8 -4.1 -14.2
SRET Global X SuperDividend REIT ETF 0.3 59 -1 10.1 -0.0
IBUY Amplify Online Retail ETF 0.3 65 -7 1.8 -8.4
BJK VanEck Gaming ETF 0.3 65 -7 1.8 -8.3
RITA ETFB Green SRI REITs ETF 0.3 50 8 6.0 -4.2
AQWA Global X Clean Water ETF 0.3 50 8 4.3 -5.9
FRNW Fidelity Clean Energy ETF 0.3 39 19 3.7 -6.4
RNRG Global X Renewable Energy Producers ETF 0.3 66 -8 4.9 -5.2
EMGF iShares Emerging Markets Equity Factor ETF 0.3 25 33 8.7 -1.5
ROOF IQ CBRE NextGen Real Estate ETF 0.3 60 -2 7.9 -2.2
IPOS Renaissance International IPO ETF 0.3 80 -22 -168.9 -179.0
LITP Sprott Lithium Miners ETF 0.3 65 -7 12.4 +2.2
GMET VanEck Green Metals ETF 0.3 63 -5 9.8 -0.4
ZIG Acquirers Fund 0.2 84 -26 14.1 +4.0
NDIV Amplify Natural Resources Dividend Income ETF 0.2 59 -1 9.7 -0.5
VRAI Virtus Real Asset Income ETF 0.2 55 3 8.6 -1.6
KROP Global X AgTech & Food Innovation ETF 0.2 50 8 4.7 -5.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.2 85 -27 4.9 -5.3
XT iShares Exponential Technologies ETF 0.2 46 12 3.9 -6.3
EIRL iShares MSCI Ireland ETF 0.2 50 8 5.8 -4.4
ZSB USCF Sustainable Battery Metals Strategy Fund 0.2 61 -3 14.8 +4.7
REMX VanEck Rare Earth/Strategic Metals ETF 0.2 54 4 11.9 +1.7
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 43 7.1 -3.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.2 65 -7 1.6 -8.5
FIXT Procure Disaster Recovery Strategy ETF 0.2 75 -17 5.7 -4.5
INDS Pacer Industrial Real Estate ETF 0.2 55 3 6.2 -3.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 25 7.2 -3.0
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 -2 1.2 -9.0
IBOT Vaneck Robotics ETF 0.2 47 11 3.7 -6.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -1 9.6 -0.6
IDRV iShares Self-driving EV & Tech ETF 0.2 47 11 -0.5 -10.7
HJEN Direxion Hydrogen ETF 0.2 45 13 -3.2 -13.3
EV Mast Global Battery Recycling & Production ETF 0.2 65 -7 12.8 +2.6
BETZ Roundhill Sports Betting & iGaming ETF 0.2 75 -17 1.9 -8.3
ODDS Pacer BlueStar Digital Entertainment ETF 0.2 60 -2 3.0 -7.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 22 7.5 -2.7
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 47 7.7 -2.5
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.1 60 -2 3.9 -6.3
AHOY Newday Ocean Health ETF 0.1 75 -17 5.6 -4.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -7 7.7 -2.5
IZRL ARK Israel Innovative Technology ETF 0.1 49 9 1.5 -8.7
PRAY FIS Christian Stock Fund 0.1 69 -11 5.9 -4.3
AVEM Avantis Emerging Markets Equity ETF 0.1 33 25 9.1 -1.1
GXC SPDR S&P China ETF 0.1 59 -1 9.0 -1.1
AVES Avantis Emerging Markets Value ETF 0.1 36 22 12.1 +1.9
FEM First Trust Emerging Markets AlphaDEX Fund 0.1 80 -22 16.3 +6.1
MCHI iShares MSCI China ETF 0.1 59 -1 8.9 -1.2
IDAT iShares Future Cloud 5G and Tech ETF 0.1 47 11 4.5 -5.6
BKCH Global X Blockchain ETF 0.1 50 8 -5.2 -15.3
STCE Schwab Crypto Thematic ETF 0.1 30 28 -8.0 -18.1
AIQ Global X Artificial Intelligence & Technology ETF 0.1 68 -10 4.2 -6.0
SPRE SP Funds S&P Global REIT Sharia ETF 0.1 55 3 5.4 -4.7
CTEC Global X CleanTech ETF 0.1 50 8 1.0 -9.2
HYDR Global X Hydrogen ETF 0.1 50 8 -13.6 -23.7
ETEC iShares Breakthrough Environmental Solutions ETF 0.1 47 11 5.3 -4.8
AGNG Global X Aging Population ETF 0.1 50 8 4.1 -6.0
DFEV Dimensional Emerging Markets Value ETF 0.1 43 15 10.9 +0.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.1 61 -3 -4.0 -14.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.1 61 -3 -13.0 -23.1
BPAY BlackRock Future Financial and Technology ETF 0.1 70 -12 8.3 -1.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 17 7.8 -2.3
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.1 80 -22 14.2 +4.0
EDIV SPDR S&P Emerging Markets Dividend ETF 0.1 49 9 10.9 +0.7
CN Xtrackers MSCI All China Equity ETF 0.1 50 8 8.7 -1.5
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 41 7.7 -2.4
TINT ProShares Smart Materials ETF 0.1 58 0 5.6 -4.5
AFK VanEck Africa Index ETF 0.0 98 -40 10.0 -0.1
SNSR Global X Internet of Things ETF 0.0 68 -10 4.3 -5.9
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 42 7.4 -2.7
BKF iShares MSCI BIC ETF 0.0 69 -11 7.1 -3.1
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 38 7.5 -2.7
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.0 75 -17 1.6 -8.6
PEX ProShares Global Listed Private Equity ETF 0.0 81 -23 12.2 +2.1
NIKL Sprott Nickel Miners ETF 0.0 75 -17 7.5 -2.7
ROAM Hartford Multifactor Emerging Markets ETF 0.0 44 14 11.7 +1.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 20 8.2 -1.9
KCAL Subversive Food Security ETF 0.0 75 -17 0.0 -10.1
PAWZ ProShares Pet Care ETF 0.0 50 8 4.0 -6.2
EEM iShares MSCI Emerging Markets ETF 0.0 69 -11 7.0 -3.2
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 9 6.7 -3.5
GFOF Grayscale Future of Finance ETF 0.0 70 -12 -4.0 -14.1
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -8 7.2 -3.0
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 49 7.5 -2.6
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 23 7.7 -2.4
CLOU Global X Cloud Computing ETF 0.0 68 -10 2.1 -8.1
IVES Wedbush ETFMG Global Cloud Technology ETF 0.0 68 -10 1.4 -8.7
SRVR Pacer Data & Infrastructure Real Estate ETF 0.0 55 3 2.9 -7.3
SLVP iShares MSCI Global Silver Miners ETF 0.0 39 19 3.8 -6.3
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 9 6.4 -3.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 28 8.5 -1.6
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 51 7.5 -2.7
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 50 7.6 -2.6
ARB AltShares Merger Arbitrage ETF -0.8 77 -19 -0.2 -10.3

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

  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 High Dividend Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.6 %
Divided by: Fwd. P/BV 1.1 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 10.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 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.