WisdomTree Japan Hedged Equity Fund
ALTAR
Score™		 7.3% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 13.3x P/Sales
ratio		 0.9x
P/BV
ratio		 1.3x Div.
yield		 3.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree Japan Total Dividend Fund seeks investment results that correspond to the WisdomTree Japan Total Dividend Index, which tracks Japanese companies 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) $3,820
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 437
Wgt avg mkt cap (mns) $53,637
Large cap (>$10bn) 67.0%
Mid cap ($2-10bn) 22.0%
Small cap (<$2bn) 11.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
TOYOTA MOTOR CORP 5.6 %
MITSUBISHI UFJ FINANCIAL GRO 5.5 %
SUMITOMO MITSUI FINANCIAL GR 3.6 %
JAPAN TOBACCO INC 3.4 %
HONDA MOTOR CO LTD 3.3 %
MITSUBISHI CORP 3.2 %
MIZUHO FINANCIAL GROUP INC 3.1 %
NINTENDO CO LTD 3.0 %
TOKIO MARINE HOLDINGS INC 2.4 %
ITOCHU CORP 2.4 %
Total 35.5 %

TOP COUNTRY EXPOSURE
JAPAN 109.4 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
12.8% 15.9% 23.6% 12.2% 7.7%

Market Correlations
versus... Beta R-squared
S&P500 0.48 33%
MSCI EAFE 0.28 13%
MSCI Emg. Mkts. 0.22 9%

Technical Indicators
Recent close $128.61
30d moving avg. $125.06
Annualized volatility 12.7%
Short interest (ETF) 3.2%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 282
Turnover 1.0%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $17,090

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 331 potential alternatives to the WisdomTree Japan Hedged Equity Fund ETF based on the alternatives' overlap in portfolio holdings with DXJ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DXJ Expense: 48 bp ALTAR Score™: 7.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DXJ
Ticker Fund
Name		 Overlap1
vs DXJ
(%)		 Expense
ratio
(bp)		 Savings
vs DXJ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs DXJ
(%)
BBJP JPMorgan BetaBuilders Japan ETF 63.1 19 29 6.6 -0.7
FLJP Franklin FTSE Japan ETF 61.9 9 39 6.2 -1.1
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 61.1 25 23 6.8 -0.5
FLJH Franklin FTSE Japan Hedged ETF 61.1 9 39 6.0 -1.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 60.6 47 1 6.1 -1.3
EWJ iShares MSCI Japan ETF 56.7 50 -2 6.0 -1.3
JPXN iShares JPX-Nikkei 400 ETF 54.9 48 0 6.5 -0.8
EWJV iShares MSCI Japan Value ETF 49.2 15 33 8.6 +1.2
IPAC iShares Core MSCI Pacific ETF 39.3 9 39 6.2 -1.1
VPL Vanguard FTSE Pacific ETF 35.7 7 41 6.7 -0.7
INEQ Columbia International Equity Income ETF 33.1 45 3 8.0 +0.7
FJP First Trust Japan AlphaDEX Fund 22.8 80 -32 8.7 +1.3
SCJ iShares MSCI Japan Small-Cap ETF 20.3 50 -2 6.4 -0.9
IQSI IQ Candriam International Equity ETF 19.6 15 33 6.6 -0.7
IVLU iShares MSCI Intl Value Factor ETF 18.9 30 18 10.3 +2.9
VIGI Vanguard International Dividend Appreciation ETF 18.6 10 38 6.3 -1.0
HFXI IQ FTSE International Equity Currency Neutral ETF 18.5 20 28 7.0 -0.4
GSID Goldman Sachs MarketBeta International Equity ETF 18.3 20 28 6.8 -0.5
PATN Pacer Nasdaq International Patent Leaders ETF 18.0 65 -17 6.0 -1.3
JHID John Hancock International High Dividend ETF 17.1 46 2 9.4 +2.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 17.1 14 34 6.1 -1.2
DIVI Franklin International Core Dividend Tilt Index ETF 17.1 9 39 7.9 +0.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 17.1 24 24 7.3 +0.0
ESGD iShares ESG Aware MSCI EAFE ETF 16.9 20 28 6.7 -0.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 16.8 36 12 6.6 -0.8
IGRO iShares International Dividend Growth ETF 16.8 15 33 7.2 -0.1
EFG iShares MSCI EAFE Growth ETF 16.7 36 12 4.3 -3.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 16.7 35 13 6.6 -0.8
JIRE JPMorgan International Research Enhanced Equity ETF 16.4 24 24 7.2 -0.2
BKIE BNY Mellon International Equity ETF 16.3 4 44 7.0 -0.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 16.2 39 9 6.6 -0.7
EFA iShares MSCI EAFE ETF 16.1 35 13 6.7 -0.7
FNDF Schwab Fundamental International Large Co. Index ETF 15.9 25 23 9.5 +2.1
JHMD John Hancock Multifactor Developed International ETF 15.9 39 9 7.5 +0.2
IEFA iShares Core MSCI EAFE ETF 15.7 7 41 7.0 -0.4
DWM WisdomTree International Equity Fund 15.7 48 0 7.3 -0.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 15.6 20 28 6.3 -1.0
VWID Virtus WMC International Dividend ETF 15.6 49 -1 8.4 +1.0
DFIV Dimensional International Value ETF 15.5 27 21 9.5 +2.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 15.4 40 8 7.4 +0.0
FENI Fidelity Enhanced International ETF 15.2 28 20 6.5 -0.8
FIVA Fidelity International Value Factor ETF 15.1 18 30 9.8 +2.4
INTF iShares International Equity Factor ETF 15.0 15 33 7.5 +0.2
QINT American Century Quality Diversified International ETF 14.9 39 9 7.3 -0.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 14.8 45 3 8.7 +1.4
STXI Strive International Developed Markets ETF 14.8 29 19 6.6 -0.7
DFAI Dimensional International Core Equity Market ETF 14.7 18 30 7.1 -0.3
SCHF Schwab International Equity ETF 14.2 6 42 7.2 -0.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 14.1 39 9 7.8 +0.5
SPDW SPDR Portfolio Developed World ex-US ETF 14.1 3 45 6.9 -0.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 14.1 58 -10 7.1 -0.3
DIHP Dimensional International High Profitability ETF 14.1 29 19 7.1 -0.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 14.1 25 23 7.0 -0.3
IQDG WisdomTree International Quality Dividend Growth Fund 14.0 42 6 7.2 -0.1
IDEV iShares Core MSCI International Developed Markets ETF 14.0 4 44 6.9 -0.4
JPIN J.P. Morgan Diversified Return International Equity ETF 13.8 37 11 8.2 +0.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 13.7 30 18 7.0 -0.4
NUDM Nuveen ESG International Developed Markets Equity ETF 13.7 31 17 6.2 -1.1
EFV iShares MSCI EAFE Value ETF 13.6 34 14 9.0 +1.7
DIM WisdomTree International MidCap Dividend Fund 13.6 58 -10 7.5 +0.1
VEA Vanguard FTSE Developed Markets ETF 13.5 3 45 7.1 -0.2
DFIC Dimensional International Core Equity 2 ETF 13.5 23 25 7.3 0.0
DMXF iShares ESG Advanced MSCI EAFE ETF 13.4 12 36 5.5 -1.9
DOL WisdomTree International LargeCap Dividend Fund 13.4 48 0 7.2 -0.2
ICOW Pacer Developed Markets International Cash Cows 100 ETF 13.2 65 -17 11.9 +4.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 13.0 20 28 6.4 -0.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 12.5 80 -32 9.4 +2.0
DFSI Dimensional International Sustainability Core 1 ETF 12.4 24 24 6.3 -1.0
IMFL Invesco International Developed Dynamic Multifactor ETF 12.4 34 14 6.1 -1.3
DFJ WisdomTree Japan SmallCap Dividend Fund 12.4 58 -10 7.3 -0.1
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 12.4 58 -10 7.2 -0.2
LVHI Franklin International Low Volatility High Dividend Index ET 12.1 40 8 10.5 +3.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 12.1 12 36 5.9 -1.4
DXIV Dimensional International Vector Equity ETF 12.0 34 14 7.7 +0.4
SCZ iShares MSCI EAFE Small-Cap ETF 11.8 40 8 6.8 -0.5
AVDE Avantis International Equity ETF 11.7 23 25 7.3 -0.0
AVSD Avantis Responsible International Equity ETF 11.7 23 25 5.6 -1.7
FDEV Fidelity International Multifactor ETF 11.6 18 30 7.4 +0.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 11.5 18 30 7.8 +0.5
FNDC Schwab Fundamental International Small Co. Index ETF 11.5 39 9 5.6 -1.7
AVIV Avantis International Large Cap Value ETF 11.4 25 23 8.5 +1.2
IDHQ Invesco S&P International Developed High Quality ETF 11.3 29 19 6.6 -0.7
RFDI First Trust Riverfront Dynamic Developed International ETF 11.2 83 -35 9.2 +1.9
DTAN Sparkline International Intangible Value ETF 11.2 55 -7 8.5 +1.2
IQDF FlexShares International Quality Dividend Index Fund 11.0 47 1 8.8 +1.5
IMTM iShares MSCI Intl Momentum Factor ETF 10.9 30 18 5.4 -1.9
FIDI Fidelity International High Dividend ETF 10.8 18 30 8.6 +1.3
DLS WisdomTree International SmallCap Dividend Fund 10.8 58 -10 8.0 +0.6
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 10.7 65 -17 4.2 -3.2
VEU Vanguard FTSE All-World ex-US Index Fund 10.5 4 44 8.0 +0.6
CGIE Capital Group International Equity ETF 10.5 54 -6 5.1 -2.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 10.4 41 7 7.4 +0.1
VSGX Vanguard ESG International Stock ETF 10.3 10 38 7.5 +0.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 10.2 42 6 7.0 -0.3
CWI SPDR MSCI ACWI ex-US ETF 10.2 30 18 7.5 +0.2
VXUS Vanguard Total International Stock ETF 10.0 5 43 7.7 +0.4
UMMA Wahed Dow Jones Islamic World ETF 10.0 65 -17 5.3 -2.0
ACWX iShares MSCI ACWI ex U.S. ETF 9.9 34 14 7.6 +0.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 9.9 29 19 7.7 +0.3
CIL VictoryShares International Volatility Wtd ETF 9.9 45 3 6.6 -0.7
VYMI Vanguard International High Dividend Yield ETF 9.9 17 31 9.4 +2.1
IXUS iShares Core MSCI Total International Stock ETF 9.7 7 41 7.8 +0.4
IQLT iShares MSCI Intl Quality Factor ETF 9.7 30 18 6.2 -1.1
KNO AXS Knowledge Leaders ETF 9.6 78 -30 6.0 -1.3
TPIF Timothy Plan International ETF 9.5 62 -14 6.2 -1.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 9.3 47 1 8.2 +0.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 9.3 49 -1 6.7 -0.6
AVDS Avantis International Small Cap Equity ETF 9.2 30 18 7.2 -0.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 9.1 30 18 7.7 +0.4
PPIE Putnam PanAgora ESG International Equity ETF 9.1 49 -1 7.4 +0.0
RXI iShares Global Consumer Discretionary ETF 9.0 41 7 9.0 +1.6
EXI iShares Global Industrials ETF 8.9 42 6 4.5 -2.8
EFAV iShares MSCI EAFE Min Vol Factor ETF 8.9 22 26 5.7 -1.6
IVAL Alpha Architect International Quantitative Value ETF 8.9 49 -1 9.7 +2.3
DTH WisdomTree International High Dividend Fund 8.5 58 -10 8.4 +1.0
RODE Hartford Multifactor Diversified International ETF 8.5 29 19 11.4 +4.1
UIVM VictoryShares International Value Momentum ETF 8.3 35 13 8.9 +1.6
GWX SPDR S&P International Small Cap ETF 8.1 40 8 5.9 -1.5
WLDR Affinity World Leaders Equity ETF 8.1 67 -19 7.4 +0.0
DSTX Distillate International Fundamental Stability & Value ETF 7.9 55 -7 7.7 +0.3
AVDV Avantis International Small Cap Value ETF 7.8 36 12 9.3 +2.0
DGT SPDR Global Dow ETF 7.5 50 -2 6.9 -0.4
IDMO Invesco S&P International Developed Momentum ETF 7.5 25 23 5.3 -2.1
IDOG ALPS International Sector Dividend Dogs ETF 7.4 50 -2 12.0 +4.7
GCOW Pacer Global Cash Cows Dividend ETF 7.3 60 -12 11.0 +3.7
DFIS Dimensional International Small Cap ETF 7.1 39 9 7.2 -0.1
EFAD ProShares MSCI EAFE Dividend Growers ETF 7.0 50 -2 5.9 -1.4
BINV Brandes International ETF 6.8 70 -22 9.2 +1.9
DISV Dimensional International Small Cap Value ETF 6.8 42 6 8.8 +1.5
CLNR IQ Cleaner Transport ETF 6.7 45 3 6.6 -0.7
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 6.6 32 16 6.0 -1.3
AIVI WisdomTree International AI Enhanced Value Fund 6.6 58 -10 7.1 -0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 6.0 42 6 5.4 -2.0
RGEF Rockefeller Global Equity ETF 6.0 55 -7 4.7 -2.6
JIG JPMorgan International Growth ETF 5.9 55 -7 4.7 -2.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5.8 80 -32 10.3 +2.9
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 5.5 75 -27 4.6 -2.7
IPAV Global X Infrastructure Development ex-U.S. ETF 5.2 55 -7 7.6 +0.3
WRND IQ Global Equity R&D Leaders ETF 5.2 18 30 8.0 +0.7
IPKW Invesco International BuyBack Achievers ETF 5.1 55 -7 12.4 +5.0
CGDG Capital Group Dividend Growers ETF 5.1 47 1 6.2 -1.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 5.1 9 39 9.2 +1.8
BNGE First Trust S-Network Streaming and Gaming ETF 5.1 70 -22 2.5 -4.8
DWX SPDR S&P International Dividend ETF 4.9 45 3 6.1 -1.3
ARVR First Trust Indxx Metaverse ETF 4.9 70 -22 3.9 -3.4
SCHC Schwab International Small-Cap Equity ETF 4.4 11 37 6.5 -0.8
IBAT iShares Energy Storage & Materials ETF 4.3 47 1 3.5 -3.9
QWLD SPDR MSCI World StrategicFactors ETF 4.3 30 18 5.9 -1.4
MXI iShares Global Materials ETF 4.2 41 7 7.5 +0.2
DRIV Global X Autonomous & Electric Vehicles ETF 4.2 68 -20 4.8 -2.5
GLOF iShares Global Equity Factor ETF 4.2 20 28 6.4 -1.0
IXG iShares Global Financials ETF 4.2 42 6 6.5 -0.8
ESPO VanEck Video Gaming and eSports ETF 4.2 56 -8 3.7 -3.7
ODDS Pacer BlueStar Digital Entertainment ETF 4.2 60 -12 2.1 -5.2
GINN Goldman Sachs Innovate Equity ETF 4.1 52 -4 3.6 -3.8
FEOE First Eagle Overseas Equity ETF 4.0 79 -31 7.8 +0.5
QTUM Defiance Quantum ETF 4.0 40 8 5.3 -2.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 4.0 80 -32 5.9 -1.5
NERD Roundhill Video Games ETF 4.0 50 -2 2.9 -4.4
URTH iShares MSCI World ETF 4.0 24 24 5.0 -2.3
DINT Davis Select International ETF 3.9 55 -7 7.7 +0.4
OAIM OneAscent International Equity ETF 3.9 95 -47 5.6 -1.7
HERO Global X Video Games & Esports ETF 3.9 50 -2 3.7 -3.7
GGME Invesco Next Gen Media and Gaming ETF 3.9 60 -12 4.2 -3.2
CARZ First Trust NASDAQ Global Auto Index Fund 3.8 70 -22 4.6 -2.7
BULD Pacer BlueStar Engineering the Future ETF 3.8 60 -12 0.4 -6.9
KLMT Invesco MSCI Global Climate 500 ETF 3.8 10 38 5.6 -1.7
VT Vanguard Total World Stock ETF 3.6 6 42 5.8 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.6 9 39 5.6 -1.7
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.6 80 -32 4.9 -2.4
ACWI iShares MSCI ACWI ETF 3.5 32 16 5.5 -1.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 3.5 8 40 6.0 -1.3
DWMF WisdomTree International Multifactor Fund 3.4 38 10 7.0 -0.3
CGXU Capital Group International Focus Equity ETF 3.4 54 -6 5.4 -1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.3 25 23 5.9 -1.5
FEGE First Eagle Global Equity ETF 3.3 79 -31 6.8 -0.6
ISCF iShares International SmallCap Equity Factor ETF 3.2 23 25 8.1 +0.7
IXJ iShares Global Healthcare ETF 3.2 42 6 7.3 -0.0
NXTG First Trust Indxx NextG ETF 3.2 70 -22 5.2 -2.2
WWJD Inspire International ETF 3.2 80 -32 7.2 -0.1
URA Global X Uranium ETF 3.2 69 -21 1.5 -5.8
TMFG Motley Fool Global Opportunities ETF 3.0 85 -37 3.9 -3.4
FBOT Fidelity Disruptive Automation ETF 3.0 50 -2 3.7 -3.7
IBOT Vaneck Robotics ETF 2.9 47 1 4.3 -3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.9 20 28 5.6 -1.8
FYLD Cambria Foreign Shareholder Yield ETF 2.9 59 -11 11.4 +4.0
KXI iShares Global Consumer Staples ETF 2.9 41 7 5.6 -1.8
RAYD Rayliant Quantitative Developed Market Equity ETF 2.8 80 -32 4.4 -3.0
PICK iShares MSCI Global Metals & Mining Producers ETF 2.7 39 9 12.3 +4.9
GLBL Pacer MSCI World Industry Advantage ETF 2.7 65 -17 4.1 -3.3
CCNR ALPS CoreCommodity Natural Resources ETF 2.7 39 9 10.7 +3.4
OSEA Harbor International Compounders ETF 2.7 55 -7 4.9 -2.5
ACWV iShares MSCI Global Min Vol Factor ETF 2.7 20 28 6.2 -1.2
ANEW ProShares MSCI Transformational Changes ETF 2.6 45 3 6.1 -1.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -17 2.0 -5.3
IDNA iShares Genomics Immunology and Healthcare ETF 2.6 47 1 -2.1 -9.5
FPAG FPA Global Equity ETF 2.6 49 -1 5.7 -1.6
METV Roundhill Ball Metaverse ETF 2.5 59 -11 7.3 +0.0
BKCI BNY Mellon Concentrated International ETF 2.5 80 -32 5.2 -2.1
NUKZ Range Nuclear Renaissance Index ETF 2.5 85 -37 2.0 -5.3
IXP iShares Global Comm Services ETF 2.4 42 6 5.3 -2.1
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -41 4.8 -2.5
ROBO ROBO Global Robotics & Automation Index ETF 2.3 95 -47 3.4 -3.9
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 -4 7.5 +0.2
IXN iShares Global Tech ETF 2.3 41 7 3.6 -3.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.1 45 3 4.0 -3.3
CGGO Capital Group Global Growth Equity ETF 2.1 47 1 4.6 -2.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.1 75 -27 3.0 -4.4
IOO iShares Global 100 ETF 2.1 41 7 4.7 -2.6
XT iShares Exponential Technologies ETF 2.1 46 2 4.8 -2.5
FID First Trust S&P International Dividend Aristocrats ETF 2.1 60 -12 7.8 +0.5
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -1 5.7 -1.6
BLES Inspire Global Hope ETF 1.9 61 -13 6.8 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -27 5.2 -2.1
TEMP JPMorgan Climate Change Solutions ETF 1.9 49 -1 5.8 -1.5
MOTI VanEck Morningstar International Moat ETF 1.9 58 -10 11.7 +4.4
WDIV SPDR S&P Global Dividend ETF 1.8 40 8 9.2 +1.8
AGQI First Trust Active Global Quality Income ETF 1.8 85 -37 4.8 -2.5
JGLO JPMorgan Global Select Equity ETF 1.7 33 15 5.0 -2.4
ARKX ARK Space Exploration & Innovation ETF 1.7 75 -27 -0.3 -7.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 36 5.1 -2.3
HAP VanEck Natural Resources ETF 1.7 50 -2 9.3 +2.0
SCHY Schwab International Dividend Equity ETF 1.7 14 34 9.7 +2.3
IVRS iShares Future Metaverse Tech and Communications ETF 1.6 47 1 2.5 -4.9
IMOM Alpha Architect International Quantitative Momentum ETF 1.6 49 -1 3.2 -4.1
FAN First Trust Global Wind Energy ETF 1.6 60 -12 4.6 -2.8
CANC Tema Oncology ETF 1.6 75 -27 -2.8 -10.1
VIDI Vident International Equity Strategy ETF 1.5 61 -13 10.7 +3.4
WAR U.S. Global Tech and Aerospace & Defense ETF 1.5 60 -12 3.6 -3.7
OZEM Roundhill GLP-1 & Weight Loss ETF 1.5 59 -11 0.5 -6.9
THNR Amplify Weight Loss Drug & Treatment ETF 1.5 59 -11 6.7 -0.6
CZAR Themes Natural Monopoly ETF 1.4 35 13 5.7 -1.7
FILL iShares MSCI Global Energy Producers ETF 1.4 39 9 11.5 +4.2
AGNG Global X Aging Population ETF 1.3 50 -2 4.9 -2.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 -10 4.6 -2.7
HYDR Global X Hydrogen ETF 1.3 50 -2 -3.5 -10.8
ION ProShares S&P Global Core Battery Metals ETF 1.2 58 -10 9.2 +1.9
IDLV Invesco S&P International Developed Low Volatility ETF 1.2 25 23 6.3 -1.1
IXC iShares Global Energy ETF 1.2 44 4 10.1 +2.7
WDNA WisdomTree BioRevolution Fund 1.2 45 3 -1.4 -8.7
DEW WisdomTree Global High Dividend Fund 1.2 58 -10 8.3 +1.0
AIQ Global X Artificial Intelligence & Technology ETF 1.1 68 -20 3.6 -3.7
TTAI FCF International Quality ETF 1.1 59 -11 7.3 -0.0
OCEN IQ Clean Oceans ETF 1.1 45 3 6.0 -1.3
GNR SPDR S&P Global Natural Resources ETF 1.1 40 8 10.9 +3.6
KNCT Invesco Next Gen Connectivity ETF 1.1 40 8 4.7 -2.6
HRTS Tema Heart & Health ETF 1.0 75 -27 1.3 -6.0
GSFP Goldman Sachs Future Planet Equity ETF 1.0 75 -27 4.8 -2.5
IGPT Invesco AI and Next Gen Software ETF 0.9 60 -12 4.1 -3.2
CRAK VanEck Oil Refiners ETF 0.9 61 -13 13.2 +5.9
BOTZ Global X Robotics & Artificial Intelligence ETF 0.9 69 -21 2.4 -5.0
AZTD Aztlan Global Stock Selection DM SMID ETF 0.8 75 -27 7.4 +0.1
STCE Schwab Crypto Thematic ETF 0.8 30 18 0.8 -6.6
MDEV First Trust Indxx Medical Devices ETF 0.8 70 -22 4.6 -2.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -8 10.5 +3.2
FTAG First Trust Indxx Global Agriculture ETF 0.8 70 -22 8.4 +1.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.8 68 -20 2.5 -4.8
BLOK Amplify Transformational Data Sharing ETF 0.8 75 -27 -0.4 -7.7
SHPP Pacer Industrials and Logistics ETF 0.7 60 -12 8.7 +1.3
DTEC ALPS Disruptive Technologies ETF 0.7 50 -2 3.9 -3.5
FDTX Fidelity Disruptive Technology ETF 0.7 50 -2 2.7 -4.6
EFRA iShares Environmental Infrastructure and Industrials ETF 0.7 47 1 5.3 -2.1
EV Mast Global Battery Recycling & Production ETF 0.6 65 -17 10.5 +3.2
IQM Franklin Intelligent Machines ETF 0.6 50 -2 2.0 -5.4
VEGI iShares MSCI Agriculture Producers ETF 0.6 39 9 8.8 +1.5
EBLU Ecofin Global Water ESG Fund 0.6 40 8 4.3 -3.1
GDOC Goldman Sachs Future Health Care Equity ETF 0.6 75 -27 2.8 -4.5
JETS U.S. Global Jets ETF 0.5 60 -12 2.7 -4.6
AIRL Themes Airlines ETF 0.5 35 13 1.7 -5.6
MOO VanEck Agribusiness ETF 0.5 53 -5 10.5 +3.2
HART IQ Healthy Hearts ETF 0.5 45 3 6.7 -0.7
BATT Amplify Lithium & Battery Technology ETF 0.5 59 -11 3.3 -4.1
CGV Conductor Global Equity Value ETF 0.5 130 -82 8.0 +0.7
PIO Invesco Global Water ETF 0.4 75 -27 4.3 -3.0
CGDV Capital Group Dividend Value ETF 0.4 33 15 4.5 -2.8
RCGE RockCreek Global Equality ETF 0.4 95 -47 6.6 -0.7
JAPN Horizon Kinetics Japan Owner Operator ETF 0.4 85 -37 4.3 -3.0
DVYA iShares Asia/Pacific Dividend ETF 0.4 49 -1 7.6 +0.3
ETEC iShares Breakthrough Environmental Solutions ETF 0.4 47 1 3.2 -4.1
LIT Global X Lithium & Battery Tech ETF 0.4 75 -27 4.2 -3.1
KROP Global X AgTech & Food Innovation ETF 0.4 50 -2 1.9 -5.4
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 13 4.7 -2.6
FDRR Fidelity Dividend ETF for Rising Rates 0.3 15 33 7.0 -0.4
CUT Invesco MSCI Global Timber ETF 0.3 61 -13 10.5 +3.1
WOOD iShares Global Timber & Forestry ETF 0.3 42 6 12.1 +4.8
FDVV Fidelity High Dividend ETF 0.3 15 33 7.5 +0.2
FPXI First Trust International Equity Opportunities ETF 0.3 70 -22 4.2 -3.2
ARTY iShares Future AI & Tech ETF 0.3 47 1 3.5 -3.8
IVES Wedbush ETFMG Global Cloud Technology ETF 0.3 68 -20 6.7 -0.6
AIVC Amplify Bloomberg AI Value Chain ETF 0.3 59 -11 5.2 -2.1
BMED Future Health ETF 0.3 85 -37 0.5 -6.9
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.3 72 -24 -0.9 -8.3
TINT ProShares Smart Materials ETF 0.3 58 -10 7.1 -0.2
OGIG ALPS O'Shares Global Internet Giants ETF 0.3 48 0 1.5 -5.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.3 68 -20 2.4 -4.9
TINY ProShares Nanotechnology ETF 0.3 58 -10 4.8 -2.6
PRNT 3D Printing ETF 0.2 66 -18 1.3 -6.1
BUG Global X Cybersecurity ETF 0.2 51 -3 2.4 -5.0
CIBR First Trust NASDAQ Cybersecurity ETF 0.2 60 -12 4.0 -3.3
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.2 60 -12 3.4 -3.9
IHAK iShares Cybersecurity & Tech ETF 0.2 47 1 4.1 -3.3
OND ProShares On-Demand ETF 0.2 58 -10 0.6 -6.7
WCBR WisdomTree Cybersecurity Fund 0.2 45 3 1.8 -5.5
XDAT Franklin Exponential Data ETF 0.2 50 -2 2.1 -5.3
TRFK Pacer Data and Digital Revolution ETF 0.2 60 -12 2.9 -4.4
SPAM Themes Cybersecurity ETF 0.2 35 13 2.0 -5.3
AQWA Global X Clean Water ETF 0.2 50 -2 5.0 -2.3
CGW Invesco S&P Global Water Index ETF 0.2 57 -9 4.7 -2.6
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.2 75 -27 7.8 +0.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.1 39 9 -0.9 -8.2
PBD Invesco Global Clean Energy ETF 0.1 75 -27 -0.3 -7.7
SMOG VanEck Low Carbon Energy ETF 0.1 61 -13 1.7 -5.6
BRF VanEck Brazil Small-Cap ETF 0.1 66 -18 10.7 +3.4
IPOS Renaissance International IPO ETF 0.1 80 -32 2.2 -5.2
COPX Global X Copper Miners ETF 0.1 65 -17 7.0 -0.3
GMET VanEck Green Metals ETF 0.1 63 -15 8.5 +1.2
COPA Themes Copper Miners ETF 0.1 35 13 5.5 -1.9
FTRI First Trust Indxx Global Natural Resources Income ETF 0.1 70 -22 7.5 +0.2
IDRV iShares Self-driving EV & Tech ETF 0.1 47 1 1.8 -5.6
SNSR Global X Internet of Things ETF 0.1 68 -20 4.5 -2.9
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.1 85 -37 8.8 +1.4
BLLD JPMorgan Sustainable Infrastructure ETF 0.1 49 -1 6.1 -1.2
BOTT Themes Robotics & Automation ETF 0.1 35 13 3.8 -3.6
FDHT Fidelity Digital Health ETF 0.1 39 9 0.9 -6.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.1 85 -37 3.9 -3.4
BCDF Horizon Kinetics Blockchain Development ETF 0.1 85 -37 4.1 -3.2
BOAT SonicShares Global Shipping ETF 0.0 69 -21 25.9 +18.6
DMAT Global X Disruptive Materials ETF 0.0 59 -11 7.4 +0.0
HEAL Global X HealthTech ETF 0.0 50 -2 -0.6 -7.9
ZSB USCF Sustainable Battery Metals Strategy Fund 0.0 61 -13 7.9 +0.5
UFO Procure Space ETF 0.0 75 -27 0.2 -7.1

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 Japan Hedged Equity 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 9.4 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 48 bp
Equals: ALTAR Score 7.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.63
 
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.