iShares MSCI Emerging Markets Min Vol Factor ETF
ALTAR
Score™		 6.0% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 17.5x P/Sales
ratio		 1.9x
P/BV
ratio		 1.5x Div.
yield		 3.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares MSCI Emerging Markets Minimum Volatility Index Fund is an exchange-traded fund incorporated in the USA. The Fund seeks to track the performance of the MSCI Emerging Markets Minimum Volatility Index.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor BlackRock Fund Advisors
Website www.ishares.com
Inception date Oct 18, 2011
Assets (mns) $3,580
Currency USD
Expense ratio 25 bp
Distributions Semi-annual

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Multi-Factor
Index replication n/a
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 315
Wgt avg mkt cap (mns) $78,689
Large cap (>$10bn) 73.1%
Mid cap ($2-10bn) 25.8%
Small cap (<$2bn) 0.7%
Developed mkts 2.4%
Emerging mkts 97.4%

TOP TEN HOLDINGS
DELTA ELECTRONICS INC 1.7 %
SAMSUNG ELECTRONICS CO LTD 1.6 %
SAMSUNG ELECTRONICS-PFD 1.6 %
UNITED MICROELECTRONICS CORP 1.6 %
TAIWAN SEMICONDUCTOR MANUFAC 1.5 %
SAMSUNG ELECTRO-MECHANICS CO 1.4 %
BANK OF CHINA LTD - H 1.4 %
CHROMA ATE INC 1.3 %
SAMSUNG SDI CO LTD 1.3 %
CHUNGHWA TELECOM CO., LTD 1.3 %
Total 14.7 %

TOP COUNTRY EXPOSURE
TAIWAN 20.4 %
INDIA 13.6 %
SOUTH KOREA 13.0 %
CHINA 12.9 %
SAUDI ARABIA 6.5 %
UAE 2.9 %
MALAYSIA 2.5 %
THAILAND 1.9 %
KUWAIT 1.6 %
BRAZIL 1.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
17.9% 27.3% 5.8% 6.9% 5.7%

Market Correlations
versus... Beta R-squared
S&P500 0.81 54%
MSCI EAFE 0.72 68%
MSCI Emg. Mkts. 0.62 90%

Technical Indicators
Recent close $73.07
30d moving avg. $72.62
Annualized volatility 10.6%
Short interest (ETF) 0.5%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 211
Turnover 0.4%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $16,595

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 447 potential alternatives to the iShares MSCI Emerging Markets Min Vol Factor ETF ETF based on the alternatives' overlap in portfolio holdings with EEMV. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EEMV Expense: 25 bp ALTAR Score™: 6.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EEMV
Ticker Fund
Name		 Overlap1
vs EEMV
(%)		 Expense
ratio
(bp)		 Savings
vs EEMV
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EEMV
(%)
ROAM Hartford Multifactor Emerging Markets ETF 34.3 44 -19 7.4 +1.4
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 32.9 40 -15 6.2 +0.2
EMXF iShares ESG Advanced MSCI EM ETF 28.3 16 9 6.6 +0.6
ECON Columbia Emerging Markets Consumer ETF 28.0 49 -24 6.4 +0.4
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 27.4 69 -44 7.3 +1.3
JHEM John Hancock Multifactor Emerging Markets ETF 27.4 49 -24 7.4 +1.4
EMXC iShares MSCI Emerging Markets ex China ETF 26.9 25 0 4.9 -1.1
EEM iShares MSCI Emerging Markets ETF 26.9 69 -44 7.7 +1.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 26.5 30 -5 7.8 +1.8
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 26.1 15 10 7.9 +1.8
ESGE iShares ESG Aware MSCI EM ETF 25.9 25 0 8.1 +2.1
EEMA iShares MSCI Emerging Markets Asia ETF 25.5 49 -24 7.4 +1.4
XCEM Columbia EM Core ex-China ETF 25.3 16 9 4.8 -1.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 25.2 66 -41 7.0 +1.0
BKEM BNY Mellon Emerging Markets Equity ETF 25.0 11 14 7.7 +1.7
EMGF iShares Emerging Markets Equity Factor ETF 24.9 25 0 8.7 +2.7
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 24.9 15 10 8.7 +2.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 24.8 36 -11 7.5 +1.5
STXE Strive Emerging Markets Ex-China ETF 24.6 32 -7 5.1 -0.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 24.6 45 -20 8.0 +1.9
IEMG iShares Core MSCI Emerging Markets ETF 24.4 9 16 8.1 +2.0
LDEM iShares ESG MSCI EM Leaders ETF 24.4 17 8 12.6 +6.6
EELV Invesco S&P Emerging Markets Low Volatility ETF 24.4 29 -4 8.8 +2.8
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 24.3 24 1 5.2 -0.9
DEHP Dimensional Emerging Markets High Profitability ETF 24.3 41 -16 4.7 -1.3
VEXC Vanguard Emerging Markets Ex-China ETF 24.2 7 18 5.7 -0.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 23.5 70 -45 6.8 +0.7
EMMF WisdomTree Emerging Markets Multifactor Fund 22.2 48 -23 8.3 +2.3
DFAE Dimensional Emerging Core Equity Market ETF 22.2 35 -10 6.9 +0.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 22.1 32 -7 4.7 -1.3
XCNY SPDR S&P Emerging Markets ex-China ETF 22.1 15 10 5.6 -0.4
FLAX Franklin FTSE Asia Ex Japan ETF 22.0 19 6 7.0 +1.0
SCHE Schwab Emerging Markets Equity ETF 21.8 11 14 9.4 +3.4
VWO Vanguard FTSE Emerging Markets ETF 21.8 7 18 9.1 +3.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 21.7 50 -25 8.0 +2.0
RNEM First Trust Emerging Markets Equity Select ETF 21.0 75 -50 8.2 +2.2
SPEM SPDR Portfolio Emerging Markets ETF 20.8 7 18 9.4 +3.3
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 20.6 44 -19 9.5 +3.5
EVLU iShares MSCI Emerging Markets Value Factor ETF 20.4 35 -10 10.0 +4.0
FDEM Fidelity Emerging Markets Multifactor ETF 20.2 25 0 10.2 +4.2
NUEM Nuveen ESG Emerging Markets Equity ETF 20.1 36 -11 6.0 -0.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 20.0 33 -8 6.6 +0.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 19.9 32 -7 7.3 +1.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 19.6 41 -16 6.8 +0.8
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 19.5 88 -63 7.5 +1.5
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 19.2 39 -14 13.7 +7.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 19.1 38 -13 6.9 +0.9
PXH Invesco FTSE RAFI Emerging Markets ETF 19.0 49 -24 13.4 +7.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 18.5 59 -34 8.4 +2.4
GMF SPDR S&P Emerging Asia Pacific ETF 18.3 49 -24 8.5 +2.5
EWT iShares MSCI Taiwan ETF 18.2 58 -33 2.9 -3.1
EEMO Invesco S&P Emerging Markets Momentum ETF 18.1 29 -4 6.3 +0.3
BKF iShares MSCI BIC ETF 17.7 69 -44 14.9 +8.9
AVEM Avantis Emerging Markets Equity ETF 17.6 33 -8 6.9 +0.9
FLTW Franklin FTSE Taiwan ETF 17.2 19 6 3.3 -2.8
EMDM First Trust Bloomberg Emerging Market Democracies ETF 16.3 75 -50 6.2 +0.2
XC WisdomTree Emerging Markets Ex-China Fund 16.1 32 -7 6.6 +0.6
JADE JPMorgan Active Developing Markets Equity ETF 16.1 65 -40 6.0 -0.0
DEXC Dimensional Emerging Markets ex China Core EquityETF 15.8 53 -28 5.0 -1.1
ACWV iShares MSCI Global Min Vol Factor ETF 15.7 20 5 5.7 -0.3
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 15.5 20 5 8.0 +2.0
AIA iShares Asia 50 ETF 15.4 50 -25 7.5 +1.5
DFEV Dimensional Emerging Markets Value ETF 15.2 43 -18 9.3 +3.2
UEVM VictoryShares Emerging Markets Value Momentum ETF 15.2 45 -20 9.6 +3.6
FTHF First Trust Emerging Markets Human Flourishing ETF 14.9 75 -50 5.6 -0.4
AVSE Avantis Responsible Emerging Markets Equity ETF 14.5 33 -8 6.5 +0.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 13.5 33 -8 6.0 -0.0
MINV Matthews Asia Innovators Active ETF 13.0 79 -54 5.0 -1.0
INDA iShares MSCI India ETF 12.9 65 -40 4.7 -1.4
ACWX iShares MSCI ACWI ex U.S. ETF 12.9 34 -9 6.3 +0.3
DEM WisdomTree Emerging Markets High Dividend Fund 12.6 63 -38 10.2 +4.1
FLIN Franklin FTSE India ETF 12.5 19 6 4.2 -1.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 12.5 41 -16 6.0 -0.1
PIN Invesco India ETF 12.4 78 -53 4.8 -1.2
VEU Vanguard FTSE All-World ex-US Index Fund 12.4 4 21 6.7 +0.7
VSGX Vanguard ESG International Stock ETF 12.3 10 15 6.5 +0.5
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 12.3 90 -65 3.7 -2.4
NXTG First Trust Indxx NextG ETF 12.1 70 -45 3.4 -2.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 12.1 18 7 6.3 +0.3
VXUS Vanguard Total International Stock ETF 11.9 5 20 6.6 +0.6
IXUS iShares Core MSCI Total International Stock ETF 11.9 7 18 6.5 +0.5
MEM Matthews Emerging Markets Equity Active ETF 11.8 79 -54 8.4 +2.3
EMC Global X Emerging Markets Great Consumer ETF 11.7 75 -50 7.0 +0.9
EDIV SPDR S&P Emerging Markets Dividend ETF 11.6 49 -24 9.0 +3.0
FRDM Freedom 100 Emerging Markets ETF 11.4 49 -24 5.1 -0.9
FLKR Franklin FTSE South Korea ETF 11.2 9 16 4.0 -2.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 11.0 95 -70 9.8 +3.8
EPI WisdomTree India Earnings Fund 10.8 85 -60 5.2 -0.8
EWY iShares MSCI South Korea ETF 10.7 58 -33 3.1 -3.0
JIVE JPMorgan International Value ETF 10.0 55 -30 8.3 +2.3
FRGN Horizon International Equity ETF 9.9 75 -50 7.7 +1.7
INDY iShares India 50 ETF 9.9 89 -64 5.4 -0.6
NFTY First Trust India NIFTY 50 Equal Weight ETF 9.9 80 -55 5.0 -1.0
MCHI iShares MSCI China ETF 9.5 59 -34 20.3 +14.3
FLCH Franklin FTSE China ETF 9.3 19 6 18.0 +12.0
EMM Global X Emerging Markets ex-China ETF 9.3 75 -50 4.6 -1.4
GXC SPDR S & P China ETF 9.3 59 -34 18.6 +12.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 9.2 30 -5 6.4 +0.3
FEM First Trust Emerging Markets AlphaDEX Fund 8.9 80 -55 8.9 +2.8
DVYE iShares Emerging Markets Dividend ETF 8.8 49 -24 17.9 +11.9
AVES Avantis Emerging Markets Value ETF 8.8 36 -11 8.9 +2.9
CWI SPDR MSCI ACWI ex-US ETF 8.7 30 -5 6.4 +0.4
FXI iShares China Large-Cap ETF 8.5 74 -49 21.1 +15.1
VYMI Vanguard International High Dividend Yield ETF 7.8 17 8 8.0 +2.0
PATN Pacer Nasdaq International Patent Leaders ETF 7.8 65 -40 4.0 -2.1
JIG JPMorgan International Growth ETF 7.6 55 -30 3.6 -2.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 7.4 75 -50 1.7 -4.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.3 65 -40 7.2 +1.2
JSTC Adasina Social Justice All Cap Global ETF 6.5 89 -64 4.3 -1.7
FLSA Franklin FTSE Saudi Arabia ETF 6.5 39 -14 0.0 -6.0
KSA iShares MSCI Saudi Arabia ETF 6.3 74 -49 0.0 -6.0
ACWI iShares MSCI ACWI ETF 6.3 32 -7 4.6 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.3 20 5 4.7 -1.3
CGXU Capital Group International Focus Equity ETF 6.2 54 -29 3.8 -2.3
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 6.2 80 -55 6.7 +0.7
VPL Vanguard FTSE Pacific ETF 6.2 7 18 5.2 -0.8
IQDF FlexShares International Quality Dividend Index Fund 6.1 47 -22 7.5 +1.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 6.1 47 -22 7.2 +1.2
GLOF iShares Global Equity Factor ETF 6.1 20 5 5.6 -0.5
KNCT Invesco Next Gen Connectivity ETF 6.0 40 -15 2.9 -3.1
IXN iShares Global Tech ETF 6.0 41 -16 2.6 -3.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 5.9 42 -17 4.0 -2.0
VT Vanguard Total World Stock ETF 5.9 6 19 5.0 -1.0
SCHY Schwab International Dividend Equity ETF 5.8 14 11 8.4 +2.4
ECOW Pacer Emerging Markets Cash Cows 100 ETF 5.8 70 -45 9.6 +3.5
VIDI Vident International Equity Strategy ETF 5.7 61 -36 8.1 +2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.6 12 13 4.4 -1.6
EYLD Cambria Emerging Shareholder Yield ETF 5.5 66 -41 9.1 +3.1
DWX SPDR S&P International Dividend ETF 5.5 45 -20 6.8 +0.7
BAI iShares AI Innovation and Tech Active ETF 5.4 55 -30 0.9 -5.1
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 5.1 60 -35 9.0 +3.0
DOL WisdomTree International LargeCap Dividend Fund 5.0 48 -23 5.6 -0.4
NDIA Global X India Active ETF 5.0 75 -50 5.3 -0.8
WRND IQ Global Equity R&D Leaders ETF 4.8 18 7 4.0 -2.0
CLNR IQ Cleaner Transport ETF 4.8 45 -20 3.9 -2.1
ASEA Global X FTSE Southeast Asia ETF 4.7 65 -40 5.5 -0.5
AQLT iShares MSCI Global Quality Factor ETF 4.6 18 7 0.0 -6.0
OCEN IQ Clean Oceans ETF 4.6 45 -20 4.6 -1.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 4.5 80 -55 6.6 +0.6
AIVC Amplify Bloomberg AI Value Chain ETF 4.4 59 -34 3.3 -2.7
AGIX KraneShares Artificial Intelligence and Technology ETF 4.4 99 -74 1.1 -5.0
KLMT Invesco MSCI Global Climate 500 ETF 4.4 10 15 5.0 -1.1
SDEM Global X MSCI SuperDividend Emerging Markets ETF 4.3 67 -42 12.8 +6.8
FNDF Schwab Fundamental International Large Co. Index ETF 4.2 25 0 7.4 +1.3
CHAT Roundhill Generative AI & Technology ETF 4.1 75 -50 3.9 -2.1
SCHF Schwab International Equity ETF 4.1 6 19 5.9 -0.1
VEA Vanguard FTSE Developed Markets ETF 4.0 3 22 5.9 -0.1
JCHI JPMorgan Active China ETF 4.0 65 -40 15.4 +9.4
IMFL Invesco International Developed Dynamic Multifactor ETF 3.9 34 -9 5.1 -0.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.7 45 -20 1.8 -4.2
INCO Columbia India Consumer ETF 3.6 75 -50 2.2 -3.8
GSIB Themes Global Systemically Important Banks ETF 3.5 35 -10 8.3 +2.3
HFXI IQ FTSE International Equity Currency Neutral ETF 3.5 20 5 5.6 -0.4
ARTY iShares Future AI & Tech ETF 3.5 47 -22 2.3 -3.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.5 78 -53 9.7 +3.6
XT iShares Exponential Technologies ETF 3.4 46 -21 3.8 -2.2
CGGO Capital Group Global Growth Equity ETF 3.2 47 -22 4.0 -2.0
IGRO iShares International Dividend Growth ETF 3.1 15 10 6.7 +0.7
AGQI First Trust Active Global Quality Income ETF 3.1 85 -60 6.4 +0.4
CNYA iShares MSCI China A ETF 3.1 60 -35 6.3 +0.3
AIQ Global X Artificial Intelligence & Technology ETF 3.1 68 -43 2.6 -3.4
JPIN J.P. Morgan Diversified Return International Equity ETF 3.0 37 -12 7.1 +1.1
DGT State Street SPDR Global Dow ETF 3.0 50 -25 5.6 -0.4
IBAT iShares Energy Storage & Materials ETF 3.0 47 -22 1.5 -4.5
OAIM OneAscent International Equity ETF 3.0 95 -70 4.6 -1.5
UAE iShares MSCI UAE ETF 3.0 59 -34 0.0 -6.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3.0 45 -20 6.7 +0.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.9 47 -22 5.0 -1.0
WWJD Inspire International ETF 2.9 80 -55 6.3 +0.3
UMMA Wahed Dow Jones Islamic World ETF 2.8 65 -40 3.4 -2.6
FCA First Trust China AlphaDEX Fund 2.8 80 -55 7.5 +1.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.8 46 -21 7.8 +1.8
UIVM VictoryShares International Value Momentum ETF 2.7 35 -10 8.2 +2.2
FLN First Trust Latin America AlphaDEX Fund 2.7 80 -55 10.3 +4.3
FID First Trust S&P International Dividend Aristocrats ETF 2.6 60 -35 7.7 +1.7
FLLA Franklin FTSE Latin America ETF 2.6 19 6 10.9 +4.9
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.5 60 -35 6.6 +0.6
AIS VistaShares Artificial Intelligence Supercycle ETF 2.5 75 -50 0.9 -5.2
EWM iShares MSCI Malaysia ETF 2.5 50 -25 6.5 +0.5
DSTX Distillate International Fundamental Stability & Value ETF 2.5 55 -30 6.7 +0.7
ROBO ROBO Global Robotics & Automation Index ETF 2.5 95 -70 2.3 -3.7
OBOR KraneShares MSCI One Belt One Road Index ETF 2.5 79 -54 7.5 +1.5
SPDW SPDR Portfolio Developed World ex-US ETF 2.5 3 22 5.8 -0.2
CXSE WisdomTree China ex-State-Owned Enterprises Fund 2.4 32 -7 13.6 +7.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.4 52 -27 8.0 +1.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -40 1.4 -4.7
CHPX Global X AI Semiconductor & Quantum ETF 2.4 50 -25 1.5 -4.5
WDIV SPDR S&P Global Dividend ETF 2.4 40 -15 9.0 +3.0
CARZ First Trust NASDAQ Global Auto Index Fund 2.3 70 -45 2.2 -3.8
DTCR Global X Data Center & Digital Infrastructure ETF 2.3 50 -25 3.1 -2.9
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 2.3 65 -40 6.1 +0.1
CIL VictoryShares International Volatility Wtd ETF 2.2 45 -20 5.8 -0.2
TCHI iShares MSCI China Multisector Tech ETF 2.2 59 -34 13.3 +7.2
IXG iShares Global Financials ETF 2.2 42 -17 6.2 +0.2
GEW Cambria Global EW ETF 2.2 29 -4 5.4 -0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.2 9 16 4.9 -1.2
GKAT Scharf Global Opportunity ETF 2.0 57 -32 5.7 -0.3
FMET Fidelity Metaverse ETF 2.0 39 -14 4.3 -1.7
ILF iShares Latin America 40 ETF 1.9 48 -23 9.9 +3.9
FEOE First Eagle Overseas Equity ETF 1.9 79 -54 6.2 +0.2
THD iShares MSCI Thailand ETF 1.9 58 -33 0.0 -6.0
POW VistaShares Electrification Supercycle ETF 1.9 75 -50 2.0 -4.1
PBD Invesco Global Clean Energy ETF 1.8 75 -50 0.2 -5.8
JGLO JPMorgan Global Select Equity ETF 1.8 33 -8 4.3 -1.7
IOO iShares Global 100 ETF 1.8 41 -16 3.8 -2.2
DEW WisdomTree Global High Dividend Fund 1.8 58 -33 7.2 +1.2
MOTI VanEck Morningstar International Moat ETF 1.8 58 -33 10.3 +4.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.7 49 -24 4.5 -1.5
VIGI Vanguard International Dividend Appreciation ETF 1.7 10 15 6.1 +0.0
FEGE First Eagle Global Equity ETF 1.7 79 -54 6.0 +0.0
BLES Inspire Global Hope ETF 1.7 61 -36 5.7 -0.3
DINT Davis Select International ETF 1.6 55 -30 6.1 +0.1
DWLD Davis Select Worldwide ETF 1.6 63 -38 6.8 +0.7
RGEF Rockefeller Global Equity ETF 1.6 55 -30 3.8 -2.2
GLIN VanEck India Growth Leaders ETF 1.6 77 -52 5.4 -0.7
TPIF Timothy Plan International ETF 1.6 62 -37 5.6 -0.4
KAT Scharf ETF 1.6 87 -62 6.2 +0.2
IGPT Invesco AI and Next Gen Software ETF 1.6 60 -35 2.3 -3.8
TINY ProShares Nanotechnology ETF 1.5 58 -33 1.2 -4.9
FBOT Fidelity Disruptive Automation ETF 1.5 50 -25 2.9 -3.1
EWZ iShares MSCI Brazil ETF 1.5 58 -33 11.2 +5.2
IDRV iShares Self-driving EV & Tech ETF 1.5 47 -22 1.3 -4.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.5 72 -47 2.2 -3.9
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.5 60 -35 10.7 +4.7
QAT iShares MSCI Qatar ETF 1.5 59 -34 45.0 +39.0
EPU iShares MSCI Peru and Global Exposure ETF 1.5 59 -34 4.6 -1.5
FPXI First Trust International Equity Opportunities ETF 1.4 70 -45 3.7 -2.4
METV Roundhill Ball Metaverse ETF 1.4 59 -34 8.2 +2.1
FLBR Franklin FTSE Brazil ETF 1.4 19 6 12.3 +6.3
MOTO SmartETFs Smart Transportation & Technology ETF 1.4 68 -43 5.1 -0.9
SMOG VanEck Low Carbon Energy ETF 1.4 61 -36 1.2 -4.8
EV Mast Global Battery Recycling & Production ETF 1.4 65 -40 6.3 +0.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.4 24 1 6.9 +0.9
BATT Amplify Lithium & Battery Technology ETF 1.3 59 -34 1.9 -4.2
CTEC Global X CleanTech ETF 1.3 50 -25 -0.1 -6.1
DRIV Global X Autonomous & Electric Vehicles ETF 1.3 68 -43 2.9 -3.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.3 39 -14 1.0 -5.1
LIT Global X Lithium & Battery Tech ETF 1.3 75 -50 5.0 -1.1
ISHP First Trust Nasdaq Retail ETF 1.3 60 -35 5.5 -0.6
DGIN VanEck Digital India ETF 1.2 71 -46 1.5 -4.5
PIEL Pacer International Export Leaders ETF 1.2 60 -35 4.0 -2.0
IDHQ Invesco S&P International Developed High Quality ETF 1.2 29 -4 5.3 -0.7
CQQQ Invesco China Technology ETF 1.2 70 -45 15.1 +9.0
VEGI iShares MSCI Agriculture Producers ETF 1.1 39 -14 7.7 +1.7
TTAI FCF International Quality ETF 1.1 59 -34 6.8 +0.8
IHAK iShares Cybersecurity & Tech ETF 1.1 47 -22 3.6 -2.4
ECH iShares MSCI Chile ETF 1.1 58 -33 7.6 +1.6
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 1.1 55 -30 6.3 +0.2
GVAL Cambria Global Value ETF 1.1 68 -43 8.9 +2.9
TUR iShares MSCI Turkey ETF 1.0 58 -33 13.2 +7.2
SHLD Global X Defense Tech ETF 1.0 50 -25 3.1 -2.9
SNSR Global X Internet of Things ETF 1.0 68 -43 3.2 -2.9
ICLN iShares Global Clean Energy ETF 1.0 41 -16 1.7 -4.3
MCH Matthews China Active ETF 1.0 79 -54 14.4 +8.4
NUKZ Range Nuclear Renaissance Index ETF 1.0 85 -60 1.4 -4.6
CGIE Capital Group International Equity ETF 1.0 54 -29 4.6 -1.4
ABLG Abacus FCF International Leaders ETF 1.0 59 -34 6.4 +0.4
RING iShares MSCI Global Gold Miners ETF 0.9 39 -14 3.8 -2.2
COPY Tweedy, Browne Insider + Value ETF 0.9 80 -55 14.8 +8.8
ICPY Tweedy, Browne International Insider Value ETF 0.9 80 -55 21.4 +15.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.9 49 -24 6.1 +0.1
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.9 65 -40 7.9 +1.9
EXI iShares Global Industrials ETF 0.9 42 -17 3.6 -2.4
KGRN KraneShares MSCI China Clean Technology Index ETF 0.8 79 -54 3.4 -2.7
EPHE iShares MSCI Philippines ETF 0.8 59 -34 0.0 -6.0
IQM Franklin Intelligent Machines ETF 0.8 50 -25 1.1 -5.0
CGGR Capital Group Growth ETF 0.8 39 -14 2.5 -3.5
FFOG Franklin Focused Growth ETF 0.8 61 -36 1.5 -4.5
OTGL OTG Latin America ETF 0.8 269 -244 8.0 +2.0
VCLN Virtus Duff & Phelps Clean Energy ETF 0.7 59 -34 2.3 -3.7
SRVR Pacer Data & Infrastructure Real Estate ETF 0.7 55 -30 3.8 -2.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.7 80 -55 3.6 -2.5
CZA Invesco Zacks Mid-Cap ETF 0.7 72 -47 5.8 -0.2
FFND Future Fund Active ETF 0.7 100 -75 4.3 -1.7
JHDV John Hancock U.S. High Dividend ETF 0.7 34 -9 5.8 -0.2
FDLS Inspire Fidelis Multi Factor ETF 0.7 76 -51 3.2 -2.8
EMIF iShares Emerging Markets Infrastructure ETF 0.7 60 -35 2.9 -3.1
SHPP Pacer Industrials and Logistics ETF 0.7 60 -35 6.6 +0.5
GREK Global X MSCI Greece ETF 0.6 57 -32 9.2 +3.2
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.6 86 -61 13.4 +7.4
RFDI First Trust Riverfront Dynamic Developed International ETF 0.6 83 -58 7.7 +1.7
AUAU Global X Gold Miners ETF 0.6 35 -10 2.9 -3.2
ANEW ProShares MSCI Transformational Changes ETF 0.6 45 -20 4.4 -1.6
EFRA iShares Environmental Infrastructure and Industrials ETF 0.6 47 -22 5.0 -1.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 -14 6.8 +0.8
BNGE First Trust S-Network Streaming and Gaming ETF 0.5 70 -45 3.1 -2.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.5 58 -33 3.4 -2.7
BINV Brandes International ETF 0.5 70 -45 8.6 +2.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.5 12 13 8.7 +2.7
GDX VanEck Gold Miners ETF 0.5 51 -26 3.3 -2.8
GDXJ VanEck Junior Gold Miners ETF 0.5 52 -27 3.3 -2.8
RCGE RockCreek Global Equality ETF 0.5 95 -70 6.1 +0.1
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.5 65 -40 4.5 -1.5
GPT Intelligent Alpha Atlas ETF 0.5 69 -44 6.2 +0.2
TINT ProShares Smart Materials ETF 0.5 58 -33 5.5 -0.5
IXC iShares Global Energy ETF 0.5 44 -19 7.4 +1.4
CGW Invesco S&P Global Water Index ETF 0.5 57 -32 4.6 -1.4
JXI iShares Global Utilities ETF 0.5 43 -18 5.2 -0.8
PIO Invesco Global Water ETF 0.5 75 -50 4.4 -1.6
NATO Themes Transatlantic Defense ETF 0.4 35 -10 1.9 -4.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.4 86 -61 0.3 -5.7
TMFG Motley Fool Global Opportunities ETF 0.4 85 -60 3.7 -2.3
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.4 10 15 8.6 +2.6
QTUM Defiance Quantum ETF 0.4 40 -15 3.5 -2.5
FDTX Fidelity Disruptive Technology ETF 0.4 50 -25 1.5 -4.5
HAP VanEck Natural Resources ETF 0.4 50 -25 6.9 +0.8
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -45 6.8 +0.8
HELX Franklin Genomic Advancements ETF 0.4 50 -25 -1.4 -7.4
FPAG FPA Global Equity ETF 0.4 49 -24 5.8 -0.2
URA Global X Uranium ETF 0.4 69 -44 0.9 -5.1
RXI iShares Global Consumer Discretionary ETF 0.4 41 -16 8.2 +2.1
SIL Global X Silver Miners ETF 0.4 65 -40 2.0 -4.0
SILJ ETFMG Prime Junior Silver Miners ETF 0.4 69 -44 0.5 -5.5
RWX SPDR Dow Jones International Real Estate ETF 0.4 59 -34 7.3 +1.2
KSTR KraneShares SSE STAR Market 50 Index ETF 0.4 89 -64 0.7 -5.3
FEP First Trust Europe AlphaDEX Fund 0.4 80 -55 6.8 +0.8
FEUZ First Trust Eurozone AlphaDEX ETF 0.4 80 -55 6.4 +0.4
KOCG FIS Knights of Columbus Global Belief ETF 0.4 75 -50 4.5 -1.6
KTEC KraneShares Hang Seng TECH Index ETF 0.4 69 -44 21.2 +15.2
ARVR First Trust Indxx Metaverse ETF 0.4 70 -45 3.6 -2.4
CGRO CoreValues Alpha Greater China Growth ETF 0.4 75 -50 5.3 -0.8
CRAK VanEck Oil Refiners ETF 0.4 61 -36 9.4 +3.4
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.4 58 -33 8.4 +2.3
FDNI First Trust Dow Jones International Internet ETF 0.3 65 -40 24.7 +18.7
INQQ India Internet & Ecommerce ETF 0.3 86 -61 0.7 -5.4
BRAZ Global X Brazil Active ETF 0.3 75 -50 10.9 +4.9
NLR VanEck Uranium+Nuclear Energy ETF 0.3 61 -36 1.7 -4.3
AGNG Global X Aging Population ETF 0.3 50 -25 4.4 -1.7
GINN Goldman Sachs Innovate Equity ETF 0.3 52 -27 3.7 -2.3
AADR AdvisorShares Dorsey Wright ADR ETF 0.3 110 -85 3.1 -2.9
SETM Sprott Energy Transition Materials ETF 0.3 65 -40 1.8 -4.3
COPA Themes Copper Miners ETF 0.3 35 -10 3.1 -2.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 -14 8.0 +2.0
IXJ iShares Global Healthcare ETF 0.3 42 -17 6.3 +0.3
ESPO VanEck Video Gaming and eSports ETF 0.3 56 -31 6.8 +0.8
ODDS Pacer BlueStar Digital Entertainment ETF 0.3 60 -35 4.6 -1.5
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 -22 5.1 -0.9
GGME Invesco Next Gen Media and Gaming ETF 0.3 60 -35 4.5 -1.5
BETZ Roundhill Sports Betting & iGaming ETF 0.3 75 -50 3.3 -2.7
IDOG ALPS International Sector Dividend Dogs ETF 0.3 50 -25 9.1 +3.1
SDIV Global X Superdividend ETF 0.3 58 -33 13.8 +7.8
IXP iShares Global Comm Services ETF 0.3 42 -17 5.7 -0.3
SOCL Global X Social Media ETF 0.3 65 -40 12.4 +6.4
FDCF Fidelity Disruptive Communications ETF 0.3 50 -25 1.9 -4.2
EZA iShares MSCI South Africa ETF 0.2 58 -33 9.2 +3.2
INTF iShares International Equity Factor ETF 0.2 15 10 6.5 +0.5
GCOW Pacer Global Cash Cows Dividend ETF 0.2 60 -35 9.4 +3.3
SLVP iShares MSCI Global Silver Miners ETF 0.2 39 -14 4.6 -1.5
BOAT SonicShares Global Shipping ETF 0.2 69 -44 21.4 +15.4
SUPL ProShares Supply Chain Logistics ETF 0.2 58 -33 7.3 +1.3
BUYZ Franklin Disruptive Commerce ETF 0.2 50 -25 2.5 -3.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.2 75 -50 3.4 -2.6
KWEB KraneShares CSI China Internet ETF 0.2 69 -44 25.2 +19.2
OGIG ALPS O'Shares Global Internet Giants ETF 0.2 48 -23 2.5 -3.5
XDAT Franklin Exponential Data ETF 0.2 50 -25 1.2 -4.8
IBLC iShares Blockchain and Tech ETF 0.2 47 -22 -1.2 -7.2
BWEB Bitwise Web3 ETF 0.2 85 -60 -0.1 -6.1
PCGG Polen Capital Global Growth ETF 0.2 85 -60 3.9 -2.1
IGF iShares Global Infrastructure ETF 0.2 41 -16 4.3 -1.8
GII SPDR S&P Global Infrastructure ETF 0.2 40 -15 4.3 -1.7
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 -25 6.2 +0.2
BOTZ Global X Robotics & Artificial Intelligence ETF 0.2 69 -44 1.9 -4.2
HUMN Roundhill Humanoid Robotics ETF 0.2 75 -50 1.1 -4.9
DRGN Themes China Generative Artificial Intelligence ETF 0.2 39 -14 9.3 +3.3
AGMI Themes Silver Miners ETF 0.2 35 -10 4.4 -1.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.1 39 -14 8.2 +2.2
CHIQ Global X MSCI China Consumer Discretionary ETF 0.1 65 -40 14.0 +8.0
EPOL iShares MSCI Poland ETF 0.1 59 -34 9.0 +3.0
GMET VanEck Green Metals ETF 0.1 63 -38 0.6 -5.4
ION ProShares S&P Global Core Battery Metals ETF 0.1 58 -33 5.8 -0.2
IPAV Global X Infrastructure Development ex-U.S. ETF 0.1 55 -30 5.8 -0.2
GNR SPDR S&P Global Natural Resources ETF 0.1 40 -15 8.6 +2.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.1 46 -21 5.1 -1.0
AUMI Themes Gold Miners ETF 0.1 35 -10 3.7 -2.3
IBUY Amplify Online Retail ETF 0.1 65 -40 2.3 -3.7
ERTH Invesco MSCI Sustainable Future ETF 0.1 62 -37 3.0 -3.0
VYM Vanguard High Dividend Yield Index ETF 0.1 6 19 6.0 0.0
SCHC Schwab International Small-Cap Equity ETF 0.1 11 14 6.7 +0.6
APIE ActivePassive International Equity ETF 0.1 45 -20 6.4 +0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 0 5.4 -0.6
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 16 4.1 -1.9
EWW iShares MSCI Mexico ETF 0.1 50 -25 8.4 +2.4
FLMX Franklin FTSE Mexico ETF 0.1 19 6 8.8 +2.8
HERO Global X Video Games & Esports ETF 0.1 50 -25 6.1 +0.1
NERD Roundhill Video Games ETF 0.1 50 -25 8.2 +2.2
OND ProShares On-Demand ETF 0.1 58 -33 0.5 -5.5
COLO Global X MSCI Colombia ETF 0.1 62 -37 15.9 +9.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 17 6.3 +0.3
JETS U.S. Global Jets ETF 0.1 60 -35 2.5 -3.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.1 56 -31 9.7 +3.7
IDV iShares International Select Dividend ETF 0.1 51 -26 9.1 +3.0
POWR iShares U.S. Power Infrastructure ETF 0.1 40 -15 4.0 -2.1
KURE KraneShares MSCI All China Health Care Index ETF 0.1 65 -40 3.3 -2.7
TAN Invesco Solar ETF 0.1 67 -42 4.0 -2.1
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.1 42 -17 7.6 +1.6
IQSI IQ Candriam International Equity ETF 0.1 15 10 5.6 -0.5
MOO VanEck Agribusiness ETF 0.0 53 -28 9.3 +3.3
ARKF ARK Fintech Innovation ETF 0.0 75 -50 0.3 -5.7
BITQ Bitwise Crypto Industry Innovators ETF 0.0 85 -60 -2.1 -8.1
BJK VanEck Gaming ETF 0.0 65 -40 4.6 -1.5
BLOK Amplify Transformational Data Sharing ETF 0.0 75 -50 -0.2 -6.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.0 20 5 6.1 +0.1
FTAG First Trust Indxx Global Agriculture ETF 0.0 70 -45 7.3 +1.3
FXO First Trust Financials AlphaDEX Fund 0.0 62 -37 8.3 +2.2
GURU Global X Guru Index ETF 0.0 75 -50 2.4 -3.6
GVIP Goldman Sachs Hedge Industry VIP ETF 0.0 45 -20 2.4 -3.7
IUS Invesco RAFI Strategic US ETF 0.0 19 6 5.6 -0.5
IWB iShares Russell 1000 ETF 0.0 15 10 4.1 -1.9
IWF iShares Russell 1000 Growth ETF 0.0 19 6 14.3 +8.3
IWL iShares Russell Top 200 ETF 0.0 15 10 3.9 -2.2
IWV iShares Russell 3000 ETF 0.0 20 5 4.0 -2.0
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 3.6 -2.5
IYF iShares U.S. Financials ETF 0.0 40 -15 5.8 -0.3
JOET Virtus Terranova US Quality Momentum ETF 0.0 29 -4 3.8 -2.2
LOUP Innovator Deepwater Frontier Tech ETF 0.0 70 -45 0.8 -5.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 5 5.9 -0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 -14 2.3 -3.8
VONE Vanguard Russell 1000 ETF 0.0 7 18 4.2 -1.8
VONG Vanguard Russell 1000 Growth ETF 0.0 7 18 3.6 -2.5
VTHR Vanguard Russell 3000 ETF 0.0 7 18 4.1 -1.9
AOTG AOT Growth and Innovation ETF 0.0 75 -50 1.2 -4.8
BPAY BlackRock Future Financial and Technology ETF 0.0 70 -45 5.7 -0.3
RVRB Reverb ETF 0.0 30 -5 3.8 -2.2
FDFF Fidelity Disruptive Finance ETF 0.0 50 -25 5.6 -0.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 13 3.4 -2.6
GQQQ Astoria US Quality Growth Kings ETF 0.0 35 -10 3.3 -2.8
MID American Century Mid Cap Growth Impact ETF 0.0 45 -20 3.0 -3.1
YNOT Horizon Digital Frontier ETF 0.0 75 -50 2.5 -3.5
FFF Founders 100 ETF 0.0 75 -50 2.5 -3.6
USEW Cambria US EW ETF 0.0 30 -5 4.1 -1.9
ENHU iShares Enhanced Large Cap Core Active ETF 0.0 22 3 4.1 -1.9
COPX Global X Copper Miners ETF 0.0 65 -40 4.3 -1.7
VGK Vanguard FTSE Europe ETF 0.0 6 19 6.5 +0.5
EIDO iShares MSCI Indonesia ETF 0.0 59 -34 11.6 +5.6
IDX VanEck Indonesia Index ETF 0.0 57 -32 10.6 +4.6
SPEU SPDR Portfolio Europe ETF 0.0 7 18 6.5 +0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 -10 4.3 -1.8
AVUS Avantis U.S. Equity ETF 0.0 15 10 4.7 -1.3
BBEU JPMorgan BetaBuilders Europe ETF 0.0 9 16 6.2 +0.2
FLEE Franklin FTSE Europe ETF 0.0 9 16 6.3 +0.2
BKIE BNY Mellon International Equity ETF 0.0 4 21 6.0 -0.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 5 5.9 -0.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 -14 7.0 +1.0
VFMO Vanguard U.S. Momentum Factor ETF 0.0 13 12 1.7 -4.4
PRF Invesco FTSE RAFI US 1000 ETF 0.0 34 -9 5.6 -0.4
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 8 6.4 +0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 -5 3.8 -2.3

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares MSCI Emerging Markets Min Vol Factor ETF
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 9.5 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 6.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 CATEGORY
AVERAGE		 1.53
 
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.