ALPS Emerging Sector Dividend Dogs ETF
ALTAR
Score™		 10.8% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 9.5x P/Sales
ratio		 0.7x
P/BV
ratio		 1.5x Div.
yield		 6.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ALPS Emerging Sector Dogs ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that replicate as closely as possible, before fee and expenses, the performance of the S-Network Emerging Sector Dividend Dogs Index.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor ALPS ETF Trust
Website www.alpsetfs.com
Inception date Mar 27, 2014
Assets (mns) $26
Currency USD
Expense ratio 60 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian Bank of New York Mellon
Weighting Equal
Index replication Full
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 49
Wgt avg mkt cap (mns) $11,235
Large cap (>$10bn) 30.4%
Mid cap ($2-10bn) 67.5%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 100.0%

TOP TEN HOLDINGS
INFOSYS TECHNOLOGIES-SP ADR 4.7 %
WIPRO LTD-ADR 4.4 %
KALBE FARMA PT 2.7 %
PTT OIL AND RETAIL BUSINESS PUBLIC 2.4 %
JBS SA 2.4 %
ANGLO PLATINUM LTD 2.4 %
UNIVERSAL ROBINA CORP 2.3 %
VODACOM GROUP LIMITED 2.3 %
GRUPO AEROPORTUARIO DEL CENT 2.3 %
EMBOTELLADORA ANDINA-PREF B 2.3 %
Total 28.1 %

TOP COUNTRY EXPOSURE
MALAYSIA 10.1 %
PHILIPPINES 10.0 %
CHINA 10.0 %
THAILAND 9.3 %
INDIA 9.3 %
SOUTH AFRICA 8.0 %
BRAZIL 7.8 %
INDONESIA 7.3 %
MEXICO 6.7 %
CZECH REPUBLIC 4.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 30)
Year-to-date 1 year 5 years 10 years Since Incep.
5.8% 7.9% 9.7% 3.5% 3.1%

Market Correlations
versus... Beta R-squared
S&P500 0.66 53%
MSCI EAFE 0.74 70%
MSCI Emg. Mkts. 0.71 64%

Technical Indicators
Recent close $21.84
30d moving avg. $21.80
Annualized volatility 15.2%
Short interest (ETF) 0.1%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.3%
Bid/Ask (% of price) 0.45%
ADV underlying (mns) $531

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 190 potential alternatives to the ALPS Emerging Sector Dividend Dogs ETF ETF based on the alternatives' overlap in portfolio holdings with EDOG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EDOG Expense: 60 bp ALTAR Score™: 10.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EDOG
Ticker Fund
Name		 Overlap1
vs EDOG
(%)		 Expense
ratio
(bp)		 Savings
vs EDOG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EDOG
(%)
ECOW Pacer Emerging Markets Cash Cows 100 ETF 12.9 70 -10 15.5 +4.7
DVYE iShares Emerging Markets Dividend ETF 12.2 49 11 18.7 +7.8
SDEM Global X MSCI SuperDividend Emerging Markets ETF 8.7 67 -7 14.0 +3.2
DGIN VanEck Digital India ETF 8.4 71 -11 1.9 -9.0
GVAL Cambria Global Value ETF 8.2 68 -8 11.2 +0.4
EDIV SPDR S&P Emerging Markets Dividend ETF 7.2 49 11 11.9 +1.0
EWM iShares MSCI Malaysia ETF 6.9 50 10 7.0 -3.8
FLN First Trust Latin America AlphaDEX Fund 6.8 80 -20 10.2 -0.6
FEM First Trust Emerging Markets AlphaDEX Fund 6.4 80 -20 12.0 +1.2
EPHE iShares MSCI Philippines ETF 6.2 59 1 0.0 -10.8
EZA iShares MSCI South Africa ETF 5.8 58 2 10.3 -0.5
FDEM Fidelity Emerging Markets Multifactor ETF 5.7 25 35 13.6 +2.7
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 5.5 60 0 7.1 -3.7
EELV Invesco S&P Emerging Markets Low Volatility ETF 5.0 29 31 8.6 -2.2
EWW iShares MSCI Mexico ETF 4.9 50 10 9.2 -1.7
IDX VanEck Indonesia Index ETF 4.8 57 3 7.4 -3.4
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 4.8 44 16 10.9 +0.1
ROAM Hartford Multifactor Emerging Markets ETF 4.7 44 16 12.3 +1.4
CIBR First Trust NASDAQ Cybersecurity ETF 4.7 60 0 3.9 -7.0
NDIA Global X India Active ETF 4.7 75 -15 4.7 -6.2
DEM WisdomTree Emerging Markets High Dividend Fund 4.7 63 -3 13.6 +2.8
EMMF WisdomTree Emerging Markets Multifactor Fund 4.6 48 12 8.1 -2.7
UEVM VictoryShares Emerging Markets Value Momentum ETF 4.3 45 15 10.8 -0.1
GLIN VanEck India Growth Leaders ETF 4.1 77 -17 6.2 -4.7
ECH iShares MSCI Chile ETF 4.1 58 2 8.8 -2.0
GXG Global X MSCI Colombia ETF 4.0 62 -2 17.3 +6.4
SDIV Global X Superdividend ETF 4.0 58 2 42.4 +31.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.9 65 -5 8.2 -2.6
BRAZ Global X Brazil Active ETF 3.9 75 -15 13.2 +2.4
FLMX Franklin FTSE Mexico ETF 3.8 19 41 9.5 -1.4
FLLA Franklin FTSE Latin America ETF 3.7 19 41 13.4 +2.6
EYLD Cambria Emerging Shareholder Yield ETF 3.6 66 -6 13.0 +2.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 3.5 24 36 8.5 -2.3
FTHF First Trust Emerging Markets Human Flourishing ETF 3.5 75 -15 8.9 -1.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 3.5 30 30 10.2 -0.6
RNEM First Trust Emerging Markets Equity Select ETF 3.4 75 -15 7.0 -3.8
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 3.4 95 -35 13.3 +2.5
RODE Hartford Multifactor Diversified International ETF 3.3 29 31 11.0 +0.1
NXTG First Trust Indxx NextG ETF 3.0 70 -10 5.6 -5.2
EIDO iShares MSCI Indonesia ETF 3.0 59 1 7.5 -3.3
ABLG Abacus FCF International Leaders ETF 2.9 59 1 6.2 -4.6
XCEM Columbia EM Core ex-China ETF 2.7 16 44 8.4 -2.4
ILF iShares Latin America 40 ETF 2.7 48 12 13.4 +2.6
AVES Avantis Emerging Markets Value ETF 2.7 36 24 12.0 +1.1
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 2.7 40 20 7.3 -3.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 2.5 50 10 11.9 +1.0
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 2.5 88 -28 9.8 -1.0
CGV Conductor Global Equity Value ETF 2.5 130 -70 9.1 -1.7
TUR iShares MSCI Turkey ETF 2.4 58 2 22.7 +11.9
FLBR Franklin FTSE Brazil ETF 2.4 19 41 15.7 +4.9
FBZ First Trust Brazil AlphaDEX Fund 2.4 80 -20 12.5 +1.6
DFEV Dimensional Emerging Markets Value ETF 2.4 43 17 14.1 +3.2
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 2.4 32 28 7.0 -3.9
EMGF iShares Emerging Markets Equity Factor ETF 2.4 25 35 12.3 +1.5
ION ProShares S&P Global Core Battery Metals ETF 2.4 58 2 12.7 +1.8
DMAT Global X Disruptive Materials ETF 2.4 59 1 10.6 -0.3
EVLU iShares MSCI Emerging Markets Value Factor ETF 2.3 35 25 20.9 +10.1
SPEM SPDR Portfolio Emerging Markets ETF 2.3 7 53 11.0 +0.2
VIDI Vident International Equity Strategy ETF 2.3 61 -1 11.2 +0.4
ARGT Global X MSCI Argentina ETF 2.3 59 1 3.6 -7.3
AVEM Avantis Emerging Markets Equity ETF 2.3 33 27 9.5 -1.3
NLR VanEck Uranium+Nuclear Energy ETF 2.2 61 -1 2.4 -8.4
EWZ iShares MSCI Brazil ETF 2.2 58 2 13.7 +2.9
FCA First Trust China AlphaDEX Fund 2.1 80 -20 9.9 -0.9
FRDM Freedom 100 Emerging Markets ETF 2.1 49 11 8.9 -1.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.1 47 13 8.5 -2.3
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 2.1 39 21 17.2 +6.3
RNRG Global X Renewable Energy Producers ETF 2.1 66 -6 5.8 -5.0
DEHP Dimensional Emerging Markets High Profitability ETF 2.0 41 19 7.2 -3.7
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 2.0 25 35 6.5 -4.3
AADR AdvisorShares Dorsey Wright ADR ETF 2.0 110 -50 5.1 -5.7
EPU iShares MSCI Peru and Global Exposure ETF 2.0 59 1 7.5 -3.3
PXH Invesco FTSE RAFI Emerging Markets ETF 2.0 49 11 17.0 +6.1
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.9 80 -20 15.1 +4.3
IQDF FlexShares International Quality Dividend Index Fund 1.9 47 13 9.3 -1.6
GMET VanEck Green Metals ETF 1.9 63 -3 10.4 -0.4
EV Mast Global Battery Recycling & Production ETF 1.9 65 -5 10.8 -0.1
SLX VanEck Steel ETF 1.9 56 4 17.2 +6.3
ESGE iShares ESG Aware MSCI EM ETF 1.8 25 35 10.7 -0.1
WOOD iShares Global Timber & Forestry ETF 1.8 42 18 12.1 +1.3
GMF SPDR S&P Emerging Asia Pacific ETF 1.8 49 11 10.1 -0.8
MEM Matthews Emerging Markets Equity Active ETF 1.7 79 -19 8.5 -2.4
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 1.7 90 -30 8.1 -2.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.6 32 28 9.7 -1.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 1.6 45 15 11.1 +0.2
JCHI JPMorgan Active China ETF 1.6 65 -5 16.5 +5.6
EWZS iShares MSCI Brazil Small-Cap ETF 1.6 59 1 11.5 +0.6
TTAI FCF International Quality ETF 1.6 59 1 7.1 -3.7
PID Invesco International Dividend Achievers ETF 1.6 53 7 5.6 -5.3
DFAE Dimensional Emerging Core Equity Market ETF 1.6 35 25 10.2 -0.7
CRAK VanEck Oil Refiners ETF 1.6 61 -1 15.9 +5.1
NUEM Nuveen ESG Emerging Markets Equity ETF 1.6 36 24 8.2 -2.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 1.6 38 22 10.0 -0.9
MXI iShares Global Materials ETF 1.5 41 19 8.0 -2.9
DINT Davis Select International ETF 1.5 55 5 8.3 -2.5
GNR SPDR S&P Global Natural Resources ETF 1.5 40 20 11.8 +1.0
OBOR KraneShares MSCI One Belt One Road Index ETF 1.5 79 -19 8.8 -2.1
EMIF iShares Emerging Markets Infrastructure ETF 1.5 60 0 6.8 -4.1
AFK VanEck Africa Index ETF 1.4 98 -38 12.0 +1.1
JHEM John Hancock Multifactor Emerging Markets ETF 1.3 49 11 10.7 -0.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 1.3 41 19 9.5 -1.3
EMXF iShares ESG Advanced MSCI EM ETF 1.2 16 44 8.6 -2.2
EEMO Invesco S&P Emerging Markets Momentum ETF 1.2 29 31 6.8 -4.0
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 1.2 85 -25 10.5 -0.4
SCHE Schwab Emerging Markets Equity ETF 1.2 11 49 11.8 +1.0
EMXC iShares MSCI Emerging Markets ex China ETF 1.2 25 35 8.0 -2.9
XCNY SPDR S&P Emerging Markets ex-China ETF 1.2 15 45 7.7 -3.2
FXI iShares China Large-Cap ETF 1.2 74 -14 18.9 +8.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 1.2 15 45 8.6 -2.3
HAP VanEck Natural Resources ETF 1.1 50 10 10.1 -0.7
CGXU Capital Group International Focus Equity ETF 1.1 54 6 5.8 -5.1
CUT Invesco MSCI Global Timber ETF 1.1 61 -1 10.2 -0.6
XC WisdomTree Emerging Markets Ex-China Fund 1.1 32 28 6.2 -4.7
SDG iShares MSCI Global Sustainable Development Goals ETF 1.1 49 11 6.4 -4.5
VWO Vanguard FTSE Emerging Markets ETF 1.1 8 52 11.1 +0.2
QTUM Defiance Quantum ETF 1.1 40 20 6.6 -4.3
BOAT SonicShares Global Shipping ETF 1.1 69 -9 28.1 +17.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 1.0 15 45 10.9 +0.1
EEM iShares MSCI Emerging Markets ETF 1.0 69 -9 10.8 -0.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 1.0 66 -6 10.5 -0.3
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 1.0 58 2 9.9 -0.9
LDEM iShares ESG MSCI EM Leaders ETF 1.0 17 43 14.0 +3.2
BKEM BNY Mellon Emerging Markets Equity ETF 1.0 11 49 10.6 -0.2
IEMG iShares Core MSCI Emerging Markets ETF 0.9 9 51 11.0 +0.2
FVD First Trust Value Line Dividend Index Fund 0.9 65 -5 6.3 -4.5
ICLN iShares Global Clean Energy ETF 0.9 41 19 6.2 -4.7
LIVR Intelligent Livermore ETF 0.9 69 -9 6.5 -4.4
SCHY Schwab International Dividend Equity ETF 0.9 14 46 9.6 -1.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.9 30 30 10.9 +0.0
HART IQ Healthy Hearts ETF 0.9 45 15 6.6 -4.2
KALL KraneShares MSCI All China Index ETF 0.8 49 11 14.9 +4.0
FTRI First Trust Indxx Global Natural Resources Income ETF 0.8 70 -10 8.5 -2.4
BJK VanEck Gaming ETF 0.8 65 -5 4.4 -6.5
UMMA Wahed Dow Jones Islamic World ETF 0.8 65 -5 5.3 -5.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.8 59 1 12.3 +1.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.8 36 24 10.4 -0.4
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -15 5.1 -5.7
BINV Brandes International ETF 0.8 70 -10 9.8 -1.0
DEW WisdomTree Global High Dividend Fund 0.7 58 2 8.8 -2.0
JSTC Adasina Social Justice All Cap Global ETF 0.7 89 -29 4.5 -6.3
APIE ActivePassive International Equity ETF 0.7 45 15 7.6 -3.3
GXC SPDR S&P China ETF 0.6 59 1 17.5 +6.7
VYMI Vanguard International High Dividend Yield ETF 0.6 22 38 9.8 -1.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.6 70 -10 7.8 -3.0
MCHI iShares MSCI China ETF 0.6 59 1 18.9 +8.1
ECON Columbia Emerging Markets Consumer ETF 0.6 49 11 13.3 +2.4
GINX SGI Enhanced Global Income ETF 0.6 98 -38 7.4 -3.5
WWJD Inspire International ETF 0.6 80 -20 7.3 -3.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.6 33 27 10.7 -0.2
FLCH Franklin FTSE China ETF 0.6 19 41 17.9 +7.0
RCGE RockCreek Global Equality ETF 0.5 95 -35 6.4 -4.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.5 19 41 10.0 -0.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.5 39 21 14.1 +3.2
CGDG Capital Group Dividend Growers ETF 0.5 47 13 6.3 -4.6
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 30 7.9 -2.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.5 49 11 10.9 +0.1
BKF iShares MSCI BIC ETF 0.5 69 -9 13.8 +3.0
DGT SPDR Global Dow ETF 0.5 50 10 7.4 -3.4
OCEN IQ Clean Oceans ETF 0.5 45 15 6.6 -4.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 40 5.8 -5.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.5 70 -10 9.9 -0.9
TRFM AAM Transformers ETF 0.5 49 11 1.8 -9.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 30 8.3 -2.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.4 8 52 8.3 -2.5
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 21 12.0 +1.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.4 50 10 6.0 -4.8
GLOF iShares Global Equity Factor ETF 0.4 20 40 6.9 -3.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.4 32 28 19.0 +8.2
FILL iShares MSCI Global Energy Producers ETF 0.4 39 21 12.7 +1.8
DWX SPDR S&P International Dividend ETF 0.3 45 15 6.1 -4.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 51 6.1 -4.8
BLES Inspire Global Hope ETF 0.3 61 -1 7.0 -3.9
VXUS Vanguard Total International Stock ETF 0.3 7 53 8.2 -2.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 26 7.9 -2.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 40 6.0 -4.9
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 53 8.1 -2.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 19 7.8 -3.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 18 6.8 -4.1
VSGX Vanguard ESG International Stock ETF 0.2 12 48 8.0 -2.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.2 12 48 5.3 -5.5
IPAV Global X Infrastructure Development ex-U.S. ETF 0.2 55 5 7.9 -3.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 42 8.0 -2.9
STXE Strive Emerging Markets Ex-China ETF 0.2 32 28 8.0 -2.8
VT Vanguard Total World Stock ETF 0.1 7 53 6.2 -4.6
JXI iShares Global Utilities ETF 0.1 43 17 5.9 -5.0
ACWI iShares MSCI ACWI ETF 0.1 32 28 5.9 -5.0
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.1 20 40 10.8 -0.0
ZSB USCF Sustainable Battery Metals Strategy Fund 0.1 61 -1 9.5 -1.4
FBCG Fidelity Blue Chip Growth ETF 0.1 59 1 3.2 -7.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 7 53 7.0 -3.8

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:		 ALPS Emerging Sector Dividend Dogs ETF
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 16.3 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 10.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.70 CATEGORY
AVERAGE		 1.50
 
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.