WisdomTree Japan Hedged SmallCap Equity Fund
ALTAR
Score™		 5.3% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 17.2x P/Sales
ratio		 0.7x
P/BV
ratio		 1.4x Div.
yield		 4.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree Japan Hedged Small Cap Fund is an exchange-traded fund incorporated in the USA. The Fund seeks results that correspond to the WisdomTree Japan Hedged SmallCap Equity Index. The Fund invests in dividend paying, small-cap companies incorporated in Japan and listed on the Tokyo Exchange, while neutralizing the risk of the Japanese yen's fluctuations relative to the USD.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree Investments Inc
Website www.wisdomtree.com
Inception date Jun 28, 2013
Assets (mns) $244
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Dividend
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 118
Wgt avg mkt cap (mns) $39,042
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 11.5%
Small cap (<$2bn) 88.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MARUBENI CORP 11.7 %
MITSUI & CO LTD 11.4 %
MITSUBISHI CORP 11.2 %
SUMITOMO CORP 9.0 %
ITOCHU CORP 7.4 %
SOFTBANK CORP. 2.4 %
KIOXIA HOLDINGS CORP ORDINARY SHAR 2.0 %
KAWASAKI HEAVY INDUSTRIES 1.9 %
TOKYO ELECTRON LTD 1.9 %
MITSUBISHI HEAVY INDUSTRIES 1.9 %
Total 60.8 %

TOP COUNTRY EXPOSURE
JAPAN 91.5 %










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.
14.1% 54.5% 22.3% 15.9% 14.8%

Market Correlations
versus... Beta R-squared
S&P500 0.65 34%
MSCI EAFE 0.85 50%
MSCI Emg. Mkts. 0.61 33%

Technical Indicators
Recent close $58.13
30d moving avg. $54.77
Annualized volatility 32.3%
Short interest (ETF) 0.4%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 90
Turnover 2.1%
Bid/Ask (% of price) 0.45%
ADV underlying (mns) $1,735

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 234 potential alternatives to the WisdomTree Japan Hedged SmallCap Equity Fund ETF based on the alternatives' overlap in portfolio holdings with DXJS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DXJS Expense: 58 bp ALTAR Score™: 5.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DXJS
Ticker Fund
Name		 Overlap1
vs DXJS
(%)		 Expense
ratio
(bp)		 Savings
vs DXJS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs DXJS
(%)
DXJ WisdomTree Japan Hedged Equity Fund 20.7 48 10 5.4 +0.1
JPXN iShares JPX-Nikkei 400 ETF 20.3 48 10 5.5 +0.2
EWJ iShares MSCI Japan ETF 19.5 50 8 5.0 -0.2
EWJV iShares MSCI Japan Value ETF 19.4 15 43 7.0 +1.8
BBJP JPMorgan BetaBuilders Japan ETF 18.9 19 39 5.4 +0.2
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 18.3 25 33 5.6 +0.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 17.8 47 11 4.8 -0.4
FLJP Franklin FTSE Japan ETF 17.2 9 49 5.5 +0.2
FLJH Franklin FTSE Japan Hedged ETF 17.0 9 49 5.3 0.0
IPAC iShares Core MSCI Pacific ETF 13.2 9 49 5.5 +0.3
VPL Vanguard FTSE Pacific ETF 11.1 7 51 5.5 +0.2
FIVA Fidelity International Value Factor ETF 8.6 18 40 7.5 +2.2
IVSI Applied Finance IVS International LrgETF 8.1 65 -7 6.0 +0.8
FJP First Trust Japan AlphaDEX Fund 7.5 80 -22 7.3 +2.0
IVLU iShares MSCI Intl Value Factor ETF 7.5 30 28 8.1 +2.8
JHID John Hancock International High Dividend ETF 7.3 46 12 7.9 +2.6
PPIE Putnam PanAgora ESG International Equity ETF 7.2 49 9 6.4 +1.2
STXI Strive International Developed Markets ETF 6.5 29 29 6.2 +0.9
CEFA Global X S&P Catholic Values Developed ex-US ETF 6.4 35 23 5.7 +0.4
DINT Davis Select International ETF 6.3 55 3 6.1 +0.9
EFV iShares MSCI EAFE Value ETF 6.2 34 24 7.5 +2.2
DFJ WisdomTree Japan SmallCap Dividend Fund 6.0 58 0 6.6 +1.3
ESGD iShares ESG Aware MSCI EAFE ETF 5.8 20 38 5.8 +0.5
EXI iShares Global Industrials ETF 5.8 42 16 3.5 -1.7
SCJ iShares MSCI Japan Small-Cap ETF 5.8 50 8 5.6 +0.3
IMTM iShares MSCI Intl Momentum Factor ETF 5.7 30 28 4.7 -0.6
EFA iShares MSCI EAFE ETF 5.6 35 23 5.7 +0.4
LVHI Franklin International Low Volatility High Dividend Index ET 5.6 40 18 7.4 +2.1
IGRO iShares International Dividend Growth ETF 5.6 15 43 6.7 +1.4
VIGI Vanguard International Dividend Appreciation ETF 5.6 10 48 6.1 +0.8
INTF iShares International Equity Factor ETF 5.5 15 43 6.4 +1.2
INEQ Columbia International Equity Income ETF 5.3 45 13 7.5 +2.3
RAYJ Rayliant SMDAM Japan Equity ETF 5.3 72 -14 3.1 -2.2
IEFA iShares Core MSCI EAFE ETF 5.2 7 51 6.0 +0.8
DOL WisdomTree International LargeCap Dividend Fund 5.1 48 10 5.7 +0.5
DIVI Franklin International Core Dividend Tilt Index ETF 5.1 9 49 6.6 +1.3
GSID Goldman Sachs MarketBeta International Equity ETF 5.1 20 38 5.9 +0.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 5.0 14 44 5.4 +0.1
JIRE JPMorgan International Research Enhanced Equity ETF 5.0 24 34 5.8 +0.5
DMXF iShares ESG Advanced MSCI EAFE ETF 5.0 12 46 5.0 -0.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.9 36 22 5.4 +0.1
HFXI IQ FTSE International Equity Currency Neutral ETF 4.9 20 38 5.8 +0.5
EFG iShares MSCI EAFE Growth ETF 4.8 36 22 3.8 -1.5
FNDF Schwab Fundamental International Large Co. Index ETF 4.8 25 33 7.5 +2.3
SCHF Schwab International Equity ETF 4.6 6 52 6.1 +0.8
IDEV iShares Core MSCI International Developed Markets ETF 4.6 4 54 6.0 +0.7
SPDW SPDR Portfolio Developed World ex-US ETF 4.6 3 55 5.9 +0.7
CGIE Capital Group International Equity ETF 4.6 54 4 4.6 -0.7
DWM WisdomTree International Equity Fund 4.5 48 10 5.6 +0.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 4.5 45 13 6.9 +1.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 4.5 30 28 6.0 +0.7
BKIE BNY Mellon International Equity ETF 4.5 4 54 6.0 +0.7
DFAI Dimensional International Core Equity Market ETF 4.5 18 40 6.0 +0.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.4 45 13 -0.9 -6.2
FENI Fidelity Enhanced International ETF 4.4 28 30 5.8 +0.5
VYMI Vanguard International High Dividend Yield ETF 4.3 17 41 8.0 +2.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 4.3 39 19 7.0 +1.7
VEA Vanguard FTSE Developed Markets ETF 4.3 3 55 6.0 +0.8
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 4.3 20 38 5.6 +0.3
JHMD John Hancock Multifactor Developed International ETF 4.3 39 19 6.1 +0.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.1 40 18 5.6 +0.3
FDEV Fidelity International Multifactor ETF 4.0 18 40 7.0 +1.7
IDHQ Invesco S&P International Developed High Quality ETF 4.0 29 29 5.5 +0.3
VWID Virtus WMC International Dividend ETF 4.0 49 9 7.2 +2.0
URA Global X Uranium ETF 3.9 69 -11 0.7 -4.6
CWI SPDR MSCI ACWI ex-US ETF 3.9 30 28 6.5 +1.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.8 47 11 7.5 +2.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 3.8 25 33 6.1 +0.9
FIDI Fidelity International High Dividend ETF 3.8 18 40 7.0 +1.8
DIHP Dimensional International High Profitability ETF 3.7 29 29 5.7 +0.4
JPIN J.P. Morgan Diversified Return International Equity ETF 3.6 37 21 7.0 +1.7
OEFA ALPS O’Shares International Developed Quality Dividend ETF 3.5 48 10 4.6 -0.7
ACWX iShares MSCI ACWI ex U.S. ETF 3.5 34 24 6.4 +1.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 3.5 58 0 5.4 +0.1
IQDG WisdomTree International Quality Dividend Growth Fund 3.5 42 16 5.7 +0.4
NUDM Nuveen ESG International Developed Markets Equity ETF 3.4 31 27 5.6 +0.3
QINT American Century Quality Diversified International ETF 3.4 39 19 6.6 +1.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 3.4 42 16 4.1 -1.2
IQSI IQ Candriam International Equity ETF 3.4 15 43 5.6 +0.3
PATN Pacer Nasdaq International Patent Leaders ETF 3.3 65 -7 4.7 -0.6
VEU Vanguard FTSE All-World ex-US Index Fund 3.3 4 54 6.8 +1.6
FDT First Trust Developed Markets ex-US AlphaDEX Fund 3.3 80 -22 6.7 +1.5
AVDV Avantis International Small Cap Value ETF 3.2 36 22 7.7 +2.4
VXUS Vanguard Total International Stock ETF 3.2 5 53 6.7 +1.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 3.2 12 46 5.3 +0.0
IXUS iShares Core MSCI Total International Stock ETF 3.2 7 51 6.7 +1.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 3.1 18 40 6.5 +1.2
DFIC Dimensional International Core Equity 2 ETF 3.1 23 35 6.2 +0.9
CIL VictoryShares International Volatility Wtd ETF 3.1 45 13 5.8 +0.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.1 39 19 6.1 +0.8
FRGN Horizon International Equity ETF 3.1 75 -17 8.1 +2.9
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.1 22 36 5.5 +0.2
DFIV Dimensional International Value ETF 3.0 27 31 7.7 +2.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.9 41 17 6.2 +0.9
DFSI Dimensional International Sustainability Core 1 ETF 2.9 24 34 5.6 +0.3
AVDE Avantis International Equity ETF 2.9 23 35 6.1 +0.9
IQLT iShares MSCI Intl Quality Factor ETF 2.8 30 28 5.4 +0.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.8 24 34 6.8 +1.5
RFDI First Trust Riverfront Dynamic Developed International ETF 2.8 83 -25 7.6 +2.4
IQDF FlexShares International Quality Dividend Index Fund 2.8 47 11 7.7 +2.4
AVSD Avantis Responsible International Equity ETF 2.8 23 35 6.0 +0.7
TPIF Timothy Plan International ETF 2.7 62 -4 5.5 +0.2
UMMA Wahed Dow Jones Islamic World ETF 2.7 65 -7 3.9 -1.4
RXI iShares Global Consumer Discretionary ETF 2.7 41 17 8.0 +2.8
DISV Dimensional International Small Cap Value ETF 2.7 42 16 8.1 +2.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.6 20 38 5.6 +0.3
VSGX Vanguard ESG International Stock ETF 2.6 10 48 6.8 +1.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.6 32 26 5.2 -0.1
CGDG Capital Group Dividend Growers ETF 2.5 47 11 5.1 -0.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 2.5 80 -22 8.9 +3.6
CGXU Capital Group International Focus Equity ETF 2.5 54 4 4.0 -1.2
IMFL Invesco International Developed Dynamic Multifactor ETF 2.5 34 24 5.2 -0.0
AIVI WisdomTree International AI Enhanced Value Fund 2.5 58 0 6.1 +0.9
DGT State Street SPDR Global Dow ETF 2.5 50 8 5.9 +0.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 2.5 65 -7 7.7 +2.5
FNDC Schwab Fundamental International Small Co. Index ETF 2.4 39 19 6.7 +1.5
AVDS Avantis International Small Cap Equity ETF 2.4 30 28 6.0 +0.7
IXG iShares Global Financials ETF 2.3 42 16 6.4 +1.1
GWX SPDR S&P International Small Cap ETF 2.3 40 18 5.9 +0.6
SCZ iShares MSCI EAFE Small-Cap ETF 2.3 40 18 6.1 +0.8
UIVM VictoryShares International Value Momentum ETF 2.3 35 23 8.2 +2.9
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.3 80 -22 3.4 -1.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.2 49 9 6.0 +0.7
FICS First Trust International Developed Capital Strength ETF 2.2 70 -12 6.7 +1.4
DLS WisdomTree International SmallCap Dividend Fund 2.2 58 0 7.3 +2.0
GEW Cambria Global EW ETF 2.2 29 29 5.5 +0.2
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 2.2 65 -7 4.1 -1.2
DXIV Dimensional International Vector Equity ETF 2.2 34 24 6.5 +1.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.1 30 28 6.4 +1.1
ISCF iShares International SmallCap Equity Factor ETF 2.1 23 35 7.2 +1.9
AVIV Avantis International Large Cap Value ETF 2.1 25 33 6.8 +1.6
DFIS Dimensional International Small Cap ETF 2.0 39 19 6.1 +0.8
BULD Pacer BlueStar Engineering the Future ETF 1.9 60 -2 0.4 -4.9
AGQI First Trust Active Global Quality Income ETF 1.9 85 -27 6.5 +1.2
NUKZ Range Nuclear Renaissance Index ETF 1.9 85 -27 1.3 -4.0
CLNR IQ Cleaner Transport ETF 1.8 45 13 3.9 -1.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.8 72 -14 2.1 -3.2
LIT Global X Lithium & Battery Tech ETF 1.8 75 -17 5.0 -0.3
EV Mast Global Battery Recycling & Production ETF 1.8 65 -7 6.3 +1.0
DIM WisdomTree International MidCap Dividend Fund 1.8 58 0 6.1 +0.9
DWMF WisdomTree International Multifactor Fund 1.7 38 20 6.6 +1.3
QWLD SPDR MSCI World StrategicFactors ETF 1.6 30 28 5.2 -0.0
HUMN Roundhill Humanoid Robotics ETF 1.6 75 -17 1.4 -3.9
DTH WisdomTree International High Dividend Fund 1.6 58 0 7.1 +1.9
FYLD Cambria Foreign Shareholder Yield ETF 1.5 59 -1 10.1 +4.8
QTUM Defiance Quantum ETF 1.5 40 18 4.7 -0.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.5 80 -22 5.3 +0.0
IVAL Alpha Architect International Quantitative Value ETF 1.5 49 9 7.5 +2.3
IDLV Invesco S&P International Developed Low Volatility ETF 1.5 25 33 6.2 +0.9
DTAN Sparkline International Intangible Value ETF 1.5 55 3 7.3 +2.0
URTH iShares MSCI World ETF 1.5 24 34 4.5 -0.8
WRND IQ Global Equity R&D Leaders ETF 1.4 18 40 4.2 -1.1
IDMO Invesco S&P International Developed Momentum ETF 1.4 25 33 5.1 -0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 1.4 42 16 4.4 -0.9
GLBL Pacer MSCI World Industry Advantage ETF 1.4 65 -7 3.7 -1.6
FEOE First Eagle Overseas Equity ETF 1.4 79 -21 6.2 +0.9
EFAS Global X MSCI SuperDividend EAFE ETF 1.4 57 1 7.2 +2.0
RGEF Rockefeller Global Equity ETF 1.4 55 3 4.0 -1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 49 5.1 -0.2
GCOW Pacer Global Cash Cows Dividend ETF 1.3 60 -2 9.0 +3.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -7 7.8 +2.5
ACWI iShares MSCI ACWI ETF 1.3 32 26 4.9 -0.4
AQLT iShares MSCI Global Quality Factor ETF 1.3 18 40 0.0 -5.3
GLOF iShares Global Equity Factor ETF 1.3 20 38 5.8 +0.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 1.3 9 49 7.5 +2.2
IXP iShares Global Comm Services ETF 1.2 42 16 5.6 +0.3
VT Vanguard Total World Stock ETF 1.2 6 52 5.2 -0.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.2 45 13 2.6 -2.7
IPKW Invesco International BuyBack Achievers ETF 1.2 55 3 8.0 +2.8
JGLO JPMorgan Global Select Equity ETF 1.2 33 25 4.4 -0.9
SCHC Schwab International Small-Cap Equity ETF 1.1 11 47 6.5 +1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 38 5.0 -0.3
FEGE First Eagle Global Equity ETF 1.1 79 -21 6.1 +0.8
FDNI First Trust Dow Jones International Internet ETF 1.1 65 -7 23.5 +18.2
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 48 5.2 -0.1
IBOT Vaneck Robotics ETF 1.0 47 11 3.5 -1.7
BLOK Amplify Transformational Data Sharing ETF 1.0 75 -17 -0.1 -5.4
STCE Schwab Crypto Thematic ETF 1.0 30 28 2.9 -2.3
CZAR Themes Natural Monopoly ETF 1.0 35 23 5.4 +0.1
WLDR Affinity World Leaders Equity ETF 1.0 67 -9 6.5 +1.2
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 4.4 -0.9
DWLD Davis Select Worldwide ETF 0.9 63 -5 6.9 +1.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.9 70 -12 2.9 -2.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 38 5.7 +0.5
EBIZ Global X E-Commerce ETF 0.9 50 8 4.7 -0.6
WSML iShares MSCI World Small-Cap ETF 0.8 15 43 5.5 +0.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.8 8 50 6.3 +1.0
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 3 6.5 +1.3
IXN iShares Global Tech ETF 0.7 41 17 3.3 -2.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.7 29 29 6.9 +1.6
CGGO Capital Group Global Growth Equity ETF 0.6 47 11 4.4 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 46 4.6 -0.7
IBUY Amplify Online Retail ETF 0.6 65 -7 2.3 -2.9
SLX VanEck Steel ETF 0.6 56 2 10.9 +5.6
ION ProShares S&P Global Core Battery Metals ETF 0.6 58 0 5.1 -0.1
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -31 4.7 -0.6
IOO iShares Global 100 ETF 0.6 41 17 4.1 -1.2
CGV Conductor Global Equity Value ETF 0.5 130 -72 7.4 +2.1
WWJD Inspire International ETF 0.5 80 -22 6.2 +0.9
TTAI FCF International Quality ETF 0.5 59 -1 6.6 +1.4
JIG JPMorgan International Growth ETF 0.5 55 3 3.6 -1.6
NXTG First Trust Indxx NextG ETF 0.5 70 -12 4.4 -0.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -7 1.7 -3.6
KNCT Invesco Next Gen Connectivity ETF 0.4 40 18 3.8 -1.5
BOTT Themes Robotics & Automation ETF 0.4 35 23 -4.2 -9.5
MJSC MUFG Japan Small Cap Active ETF 0.4 85 -27 4.8 -0.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 0.4 50 8 5.7 +0.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.4 47 11 4.9 -0.3
DEW WisdomTree Global High Dividend Fund 0.3 58 0 7.3 +2.0
SRVR Pacer Data & Infrastructure Real Estate ETF 0.3 55 3 3.7 -1.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.3 58 0 3.5 -1.8
BLES Inspire Global Hope ETF 0.3 61 -3 5.9 +0.6
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -10 3.4 -1.8
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 19 8.0 +2.7
XT iShares Exponential Technologies ETF 0.3 46 12 4.3 -1.0
ARKF ARK Fintech Innovation ETF 0.3 75 -17 0.3 -5.0
ISHP First Trust Nasdaq Retail ETF 0.3 60 -2 5.3 +0.1
BMED Future Health ETF 0.2 85 -27 1.2 -4.1
IXJ iShares Global Healthcare ETF 0.2 42 16 6.2 +1.0
SDG iShares MSCI Global Sustainable Development Goals ETF 0.2 49 9 4.6 -0.7
JDOC JPMorgan Healthcare Leaders ETF 0.2 65 -7 3.5 -1.8
KNO AXS Knowledge Leaders ETF 0.2 78 -20 4.5 -0.8
CCNR ALPS CoreCommodity Natural Resources ETF 0.2 39 19 7.9 +2.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 33 5.6 +0.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.2 68 -10 0.7 -4.5
DRIV Global X Autonomous & Electric Vehicles ETF 0.2 68 -10 3.5 -1.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.2 46 12 4.9 -0.4
SHPP Pacer Industrials and Logistics ETF 0.1 60 -2 7.1 +1.8
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 69 -11 2.0 -3.3
GINN Goldman Sachs Innovate Equity ETF 0.1 52 6 4.0 -1.2
EFRA iShares Environmental Infrastructure and Industrials ETF 0.1 47 11 4.7 -0.5
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -2 3.5 -1.8
VEGI iShares MSCI Agriculture Producers ETF 0.1 39 19 7.2 +1.9
IBAT iShares Energy Storage & Materials ETF 0.0 47 11 1.8 -3.5

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 SmallCap Equity Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 7.9 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 5.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 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.