iShares MSCI Emerging Markets Min Vol Factor ETF
ALTAR
Score™		 6.3% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 16.9x P/Sales
ratio		 1.9x
P/BV
ratio		 1.5x Div.
yield		 3.3%


  • 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) $3,409
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
SAMSUNG ELECTRO-MECHANICS CO 2.0 %
SAMSUNG ELECTRONICS-PFD 1.8 %
UNITED MICROELECTRONICS CORP 1.5 %
TAIWAN SEMICONDUCTOR MANUFAC 1.5 %
HYNIX SEMICONDUCTOR INC 1.5 %
BANK OF CHINA LTD - H 1.4 %
KING SLIDE WORKS CO LTD 1.4 %
SAMSUNG ELECTRONICS CO LTD 1.4 %
DELTA ELECTRONICS INC 1.3 %
IND & COMM BK OF CHINA - H 1.3 %
Total 15.1 %

TOP COUNTRY EXPOSURE
TAIWAN 20.3 %
SOUTH KOREA 14.2 %
INDIA 14.0 %
CHINA 12.9 %
SAUDI ARABIA 6.6 %
UAE 3.1 %
MALAYSIA 2.5 %
THAILAND 1.9 %
BRAZIL 1.8 %
KUWAIT 1.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
18.6% 22.8% 6.0% 6.5% 5.7%

Market Correlations
versus... Beta R-squared
S&P500 0.93 57%
MSCI EAFE 0.80 66%
MSCI Emg. Mkts. 0.64 92%

Technical Indicators
Recent close $70.73
30d moving avg. $73.74
Annualized volatility 10.6%
Short interest (ETF) 0.5%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 188
Turnover 0.4%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $16,595

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 445 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™: 6.3%


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
(%)
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 34.5 40 -15 6.4 +0.2
ROAM Hartford Multifactor Emerging Markets ETF 34.5 44 -19 7.9 +1.6
EMXF iShares ESG Advanced MSCI EM ETF 29.4 16 9 6.9 +0.6
ECON Columbia Emerging Markets Consumer ETF 29.3 49 -24 7.0 +0.7
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 28.6 69 -44 7.9 +1.7
EMXC iShares MSCI Emerging Markets ex China ETF 28.2 25 0 5.4 -0.8
EEM iShares MSCI Emerging Markets ETF 28.1 69 -44 8.3 +2.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 27.8 30 -5 8.4 +2.1
JHEM John Hancock Multifactor Emerging Markets ETF 27.1 49 -24 7.9 +1.7
EMGF iShares Emerging Markets Equity Factor ETF 26.9 25 0 9.4 +3.2
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 26.8 15 10 8.4 +2.1
EEMA iShares MSCI Emerging Markets Asia ETF 26.3 49 -24 7.9 +1.6
STXE Strive Emerging Markets Ex-China ETF 26.3 32 -7 5.6 -0.6
BKEM BNY Mellon Emerging Markets Equity ETF 25.8 11 14 25.3 +19.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 25.6 36 -11 8.0 +1.7
IEMG iShares Core MSCI Emerging Markets ETF 25.5 9 16 8.6 +2.4
ESGE iShares ESG Aware MSCI EM ETF 25.4 25 0 8.7 +2.4
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 25.3 24 1 5.5 -0.8
LDEM iShares ESG MSCI EM Leaders ETF 25.1 17 8 13.2 +6.9
EELV Invesco S&P Emerging Markets Low Volatility ETF 25.0 29 -4 8.8 +2.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 24.9 66 -41 7.7 +1.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 24.4 70 -45 7.3 +1.1
VEXC Vanguard Emerging Markets Ex-China ETF 24.3 7 18 5.9 -0.4
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 24.3 45 -20 8.5 +2.2
XCEM Columbia EM Core ex-China ETF 24.2 16 9 5.3 -1.0
DEHP Dimensional Emerging Markets High Profitability ETF 23.9 41 -16 5.2 -1.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 23.2 15 10 9.3 +3.0
FLAX Franklin FTSE Asia Ex Japan ETF 22.7 19 6 7.5 +1.3
DFAE Dimensional Emerging Core Equity Market ETF 22.7 35 -10 7.4 +1.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 22.4 50 -25 8.7 +2.4
NUEM Nuveen ESG Emerging Markets Equity ETF 22.2 36 -11 6.3 -0.0
XCNY SPDR S&P Emerging Markets ex-China ETF 22.1 15 10 5.8 -0.4
VWO Vanguard FTSE Emerging Markets ETF 21.9 7 18 9.4 +3.1
SCHE Schwab Emerging Markets Equity ETF 21.8 11 14 9.6 +3.4
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 21.8 32 -7 5.0 -1.2
RNEM First Trust Emerging Markets Equity Select ETF 21.5 75 -50 7.9 +1.6
SPEM SPDR Portfolio Emerging Markets ETF 21.0 7 18 9.7 +3.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 20.8 32 -7 7.9 +1.7
FDEM Fidelity Emerging Markets Multifactor ETF 20.7 25 0 10.9 +4.6
EVLU iShares MSCI Emerging Markets Value Factor ETF 20.6 35 -10 10.4 +4.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 20.3 41 -16 7.3 +1.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 20.0 33 -8 7.1 +0.8
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 19.8 44 -19 9.5 +3.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 19.8 38 -13 7.4 +1.2
EMMF WisdomTree Emerging Markets Multifactor Fund 19.8 48 -23 9.0 +2.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 19.7 59 -34 9.0 +2.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 19.7 88 -63 8.4 +2.1
PXH Invesco FTSE RAFI Emerging Markets ETF 19.7 49 -24 13.5 +7.3
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 19.5 39 -14 13.7 +7.5
AVEM Avantis Emerging Markets Equity ETF 19.1 33 -8 7.4 +1.2
GMF SPDR S&P Emerging Asia Pacific ETF 18.3 49 -24 8.9 +2.6
BKF iShares MSCI BIC ETF 18.1 69 -44 14.7 +8.4
EWT iShares MSCI Taiwan ETF 18.0 58 -33 3.2 -3.0
JADE JPMorgan Active Developing Markets Equity ETF 17.9 65 -40 6.3 +0.0
EEMO Invesco S&P Emerging Markets Momentum ETF 16.8 29 -4 7.4 +1.1
EMDM First Trust Bloomberg Emerging Market Democracies ETF 16.7 75 -50 6.7 +0.4
AVSE Avantis Responsible Emerging Markets Equity ETF 16.6 33 -8 7.0 +0.7
DFEV Dimensional Emerging Markets Value ETF 16.1 43 -18 9.9 +3.7
DEXC Dimensional Emerging Markets ex China Core EquityETF 16.1 53 -28 5.5 -0.8
UEVM VictoryShares Emerging Markets Value Momentum ETF 16.1 45 -20 9.6 +3.3
FLTW Franklin FTSE Taiwan ETF 16.0 19 6 3.7 -2.6
XC WisdomTree Emerging Markets Ex-China Fund 16.0 32 -7 6.5 +0.2
ACWV iShares MSCI Global Min Vol Factor ETF 15.9 20 5 5.6 -0.7
AIA iShares Asia 50 ETF 15.9 50 -25 8.2 +1.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 15.5 33 -8 6.5 +0.2
FTHF First Trust Emerging Markets Human Flourishing ETF 14.8 75 -50 6.3 +0.0
MINV Matthews Asia Innovators Active ETF 14.3 79 -54 5.8 -0.5
INDA iShares MSCI India ETF 13.5 65 -40 4.5 -1.7
ACWX iShares MSCI ACWI ex U.S. ETF 13.4 34 -9 6.5 +0.2
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 13.0 90 -65 3.9 -2.3
VEU Vanguard FTSE All-World ex-US Index Fund 12.6 4 21 6.8 +0.5
DEM WisdomTree Emerging Markets High Dividend Fund 12.6 63 -38 10.5 +4.3
VSGX Vanguard ESG International Stock ETF 12.5 10 15 6.7 +0.4
FLKR Franklin FTSE South Korea ETF 12.4 9 16 4.9 -1.4
NXTG First Trust Indxx NextG ETF 12.3 70 -45 3.7 -2.6
IXUS iShares Core MSCI Total International Stock ETF 12.3 7 18 6.7 +0.4
MEM Matthews Emerging Markets Equity Active ETF 12.3 79 -54 9.0 +2.7
FLIN Franklin FTSE India ETF 12.2 19 6 4.1 -2.2
VXUS Vanguard Total International Stock ETF 12.1 5 20 6.7 +0.5
EWY iShares MSCI South Korea ETF 12.0 58 -33 3.9 -2.3
EMC Global X Emerging Markets Great Consumer ETF 12.0 75 -50 7.6 +1.3
EDIV SPDR S&P Emerging Markets Dividend ETF 12.0 49 -24 8.9 +2.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 12.0 18 7 6.4 +0.1
FRDM Freedom 100 Emerging Markets ETF 11.7 49 -24 5.8 -0.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 11.5 41 -16 6.0 -0.3
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 11.4 95 -70 10.3 +4.1
JIVE JPMorgan International Value ETF 10.7 55 -30 8.1 +1.9
NFTY First Trust India NIFTY 50 Equal Weight ETF 10.2 80 -55 4.9 -1.4
INDY iShares India 50 ETF 10.2 89 -64 5.2 -1.0
EPI WisdomTree India Earnings Fund 10.1 85 -60 5.1 -1.1
FRGN Horizon International Equity ETF 9.9 75 -50 8.0 +1.8
MCHI iShares MSCI China ETF 9.7 59 -34 20.6 +14.3
EMM Global X Emerging Markets ex-China ETF 9.6 75 -50 5.1 -1.2
FLCH Franklin FTSE China ETF 9.6 19 6 18.3 +12.0
GXC SPDR S & P China ETF 9.5 59 -34 19.1 +12.9
CWI SPDR MSCI ACWI ex-US ETF 9.4 30 -5 6.5 +0.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 9.2 30 -5 6.5 +0.3
AVES Avantis Emerging Markets Value ETF 9.1 36 -11 9.4 +3.2
DVYE iShares Emerging Markets Dividend ETF 9.0 49 -24 17.8 +11.6
FXI iShares China Large-Cap ETF 8.7 74 -49 20.7 +14.5
FEM First Trust Emerging Markets AlphaDEX Fund 8.4 80 -55 9.3 +3.0
PATN Pacer Nasdaq International Patent Leaders ETF 8.2 65 -40 4.3 -1.9
VYMI Vanguard International High Dividend Yield ETF 7.8 17 8 7.8 +1.5
JIG JPMorgan International Growth ETF 7.8 55 -30 3.8 -2.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 7.6 75 -50 2.0 -4.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 7.4 80 -55 8.0 +1.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.2 65 -40 7.4 +1.1
VPL Vanguard FTSE Pacific ETF 6.6 7 18 5.5 -0.8
FLSA Franklin FTSE Saudi Arabia ETF 6.5 39 -14 0.0 -6.3
GLOF iShares Global Equity Factor ETF 6.5 20 5 5.6 -0.6
ACWI iShares MSCI ACWI ETF 6.5 32 -7 4.7 -1.6
JSTC Adasina Social Justice All Cap Global ETF 6.5 89 -64 4.3 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.4 20 5 4.8 -1.5
KNCT Invesco Next Gen Connectivity ETF 6.4 40 -15 3.2 -3.1
KSA iShares MSCI Saudi Arabia ETF 6.4 74 -49 0.0 -6.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 6.4 47 -22 7.3 +1.1
IXN iShares Global Tech ETF 6.2 41 -16 2.9 -3.4
IQDF FlexShares International Quality Dividend Index Fund 6.2 47 -22 7.6 +1.3
CGXU Capital Group International Focus Equity ETF 6.2 54 -29 3.9 -2.3
BAI iShares AI Innovation and Tech Active ETF 5.9 55 -30 1.2 -5.1
VT Vanguard Total World Stock ETF 5.9 6 19 5.1 -1.2
SCHY Schwab International Dividend Equity ETF 5.9 14 11 8.2 +1.9
KLMT Invesco MSCI Global Climate 500 ETF 5.8 10 15 5.0 -1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.7 12 13 4.5 -1.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 5.7 42 -17 4.2 -2.1
VIDI Vident International Equity Strategy ETF 5.5 61 -36 8.4 +2.2
AIVC Amplify Bloomberg AI Value Chain ETF 5.5 59 -34 4.0 -2.3
DWX SPDR S&P International Dividend ETF 5.4 45 -20 6.6 +0.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 5.4 80 -55 7.2 +0.9
ECOW Pacer Emerging Markets Cash Cows 100 ETF 5.3 70 -45 9.4 +3.1
NDIA Global X India Active ETF 5.2 75 -50 5.0 -1.3
OAIM OneAscent International Equity ETF 5.2 95 -70 4.7 -1.6
EYLD Cambria Emerging Shareholder Yield ETF 5.2 66 -41 9.3 +3.1
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 5.1 60 -35 9.3 +3.1
PIN Invesco India ETF 5.1 78 -53 5.4 -0.9
WRND IQ Global Equity R&D Leaders ETF 4.8 18 7 4.2 -2.0
ASEA Global X FTSE Southeast Asia ETF 4.8 65 -40 5.2 -1.1
DOL WisdomTree International LargeCap Dividend Fund 4.7 48 -23 5.6 -0.6
CHAT Roundhill Generative AI & Technology ETF 4.7 75 -50 4.9 -1.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.6 45 -20 2.2 -4.0
SCHF Schwab International Equity ETF 4.5 6 19 6.0 -0.3
AQLT iShares MSCI Global Quality Factor ETF 4.4 18 7 0.0 -6.3
VEA Vanguard FTSE Developed Markets ETF 4.4 3 22 6.0 -0.3
IMFL Invesco International Developed Dynamic Multifactor ETF 4.4 34 -9 5.2 -1.0
SDEM Global X MSCI SuperDividend Emerging Markets ETF 4.4 67 -42 12.3 +6.1
ARTY iShares Future AI & Tech ETF 4.3 47 -22 2.8 -3.5
AGIX KraneShares Artificial Intelligence and Technology ETF 4.2 99 -74 1.3 -5.0
HFXI IQ FTSE International Equity Currency Neutral ETF 4.1 20 5 5.6 -0.6
AIS VistaShares Artificial Intelligence Supercycle ETF 4.1 75 -50 1.2 -5.1
JCHI JPMorgan Active China ETF 4.0 65 -40 15.4 +9.2
OCEN IQ Clean Oceans ETF 4.0 45 -20 4.6 -1.7
FNDF Schwab Fundamental International Large Co. Index ETF 3.8 25 0 7.4 +1.2
IBAT iShares Energy Storage & Materials ETF 3.8 47 -22 1.9 -4.4
INCO Columbia India Consumer ETF 3.8 75 -50 2.1 -4.2
CLNR IQ Cleaner Transport ETF 3.7 45 -20 4.0 -2.3
CGGO Capital Group Global Growth Equity ETF 3.7 47 -22 4.2 -2.1
GSIB Themes Global Systemically Important Banks ETF 3.6 35 -10 7.6 +1.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.6 78 -53 9.4 +3.1
AIQ Global X Artificial Intelligence & Technology ETF 3.6 68 -43 3.1 -3.2
XT iShares Exponential Technologies ETF 3.5 46 -21 4.0 -2.2
PIEL Pacer International Export Leaders ETF 3.5 60 -35 4.1 -2.2
AGQI First Trust Active Global Quality Income ETF 3.3 85 -60 6.4 +0.2
UIVM VictoryShares International Value Momentum ETF 3.3 35 -10 8.0 +1.7
UMMA Wahed Dow Jones Islamic World ETF 3.3 65 -40 3.7 -2.5
UAE iShares MSCI UAE ETF 3.3 59 -34 0.0 -6.3
IGRO iShares International Dividend Growth ETF 3.2 15 10 6.5 +0.3
FLN First Trust Latin America AlphaDEX Fund 3.2 80 -55 9.9 +3.7
JPIN J.P. Morgan Diversified Return International Equity ETF 3.1 37 -12 7.0 +0.8
SPDW SPDR Portfolio Developed World ex-US ETF 3.1 3 22 5.9 -0.4
CHPX Global X AI Semiconductor & Quantum ETF 3.1 50 -25 1.9 -4.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.1 47 -22 5.0 -1.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3.0 45 -20 6.8 +0.5
DTCR Global X Data Center & Digital Infrastructure ETF 3.0 50 -25 3.6 -2.6
CNYA iShares MSCI China A ETF 3.0 60 -35 6.7 +0.4
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.0 80 -55 3.9 -2.4
DGT State Street SPDR Global Dow ETF 2.9 50 -25 5.6 -0.6
FLLA Franklin FTSE Latin America ETF 2.9 19 6 10.7 +4.4
CIL VictoryShares International Volatility Wtd ETF 2.8 45 -20 5.9 -0.4
FID First Trust S&P International Dividend Aristocrats ETF 2.8 60 -35 7.6 +1.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.7 46 -21 7.9 +1.7
WWJD Inspire International ETF 2.7 80 -55 6.3 +0.1
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.6 60 -35 6.6 +0.3
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 2.6 65 -40 6.4 +0.1
OBOR KraneShares MSCI One Belt One Road Index ETF 2.5 79 -54 7.6 +1.4
EWM iShares MSCI Malaysia ETF 2.5 50 -25 6.5 +0.2
WDIV SPDR S&P Global Dividend ETF 2.5 40 -15 8.8 +2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.4 9 16 4.9 -1.4
IQM Franklin Intelligent Machines ETF 2.4 50 -25 1.3 -4.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 2.4 32 -7 14.6 +8.3
ILF iShares Latin America 40 ETF 2.3 48 -23 9.6 +3.3
ROBO ROBO Global Robotics & Automation Index ETF 2.2 95 -70 2.6 -3.7
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 -20 4.4 -1.9
IDHQ Invesco S&P International Developed High Quality ETF 2.2 29 -4 5.0 -1.3
GEW Cambria Global EW ETF 2.2 29 -4 5.3 -0.9
CARZ First Trust NASDAQ Global Auto Index Fund 2.2 70 -45 2.6 -3.7
IXG iShares Global Financials ETF 2.1 42 -17 5.8 -0.5
JGLO JPMorgan Global Select Equity ETF 2.1 33 -8 4.3 -1.9
TCHI iShares MSCI China Multisector Tech ETF 2.0 59 -34 14.9 +8.6
IGPT Invesco AI and Next Gen Software ETF 2.0 60 -35 2.7 -3.6
THD iShares MSCI Thailand ETF 1.9 58 -33 0.0 -6.3
DEW WisdomTree Global High Dividend Fund 1.9 58 -33 6.9 +0.6
PBD Invesco Global Clean Energy ETF 1.9 75 -50 0.4 -5.9
TPIF Timothy Plan International ETF 1.8 62 -37 5.6 -0.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 -40 1.5 -4.8
EWZ iShares MSCI Brazil ETF 1.8 58 -33 10.6 +4.4
MOTI VanEck Morningstar International Moat ETF 1.8 58 -33 9.9 +3.6
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 -27 7.8 +1.6
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -24 4.6 -1.7
GKAT Scharf Global Opportunity ETF 1.8 57 -32 5.9 -0.3
KAT Scharf ETF 1.8 87 -62 6.2 -0.1
VIGI Vanguard International Dividend Appreciation ETF 1.7 10 15 5.9 -0.4
GLIN VanEck India Growth Leaders ETF 1.7 77 -52 5.4 -0.8
ABLG Abacus FCF International Leaders ETF 1.7 59 -34 6.8 +0.6
FMET Fidelity Metaverse ETF 1.7 39 -14 4.4 -1.9
FLBR Franklin FTSE Brazil ETF 1.7 19 6 11.9 +5.6
EPU iShares MSCI Peru and Global Exposure ETF 1.7 59 -34 4.5 -1.8
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.7 60 -35 10.6 +4.4
BLES Inspire Global Hope ETF 1.6 61 -36 5.7 -0.6
FEOE First Eagle Overseas Equity ETF 1.6 79 -54 6.1 -0.2
IOO iShares Global 100 ETF 1.5 41 -16 3.9 -2.4
TINY ProShares Nanotechnology ETF 1.5 58 -33 1.5 -4.8
FBOT Fidelity Disruptive Automation ETF 1.5 50 -25 3.1 -3.2
DGIN VanEck Digital India ETF 1.5 71 -46 1.4 -4.9
QAT iShares MSCI Qatar ETF 1.5 59 -34 50.2 +43.9
FEGE First Eagle Global Equity ETF 1.4 79 -54 6.0 -0.3
RGEF Rockefeller Global Equity ETF 1.4 55 -30 3.9 -2.4
DWLD Davis Select Worldwide ETF 1.4 63 -38 6.7 +0.4
DINT Davis Select International ETF 1.4 55 -30 6.0 -0.3
POW VistaShares Electrification Supercycle ETF 1.3 75 -50 2.5 -3.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.3 24 1 6.9 +0.6
FCA First Trust China AlphaDEX Fund 1.3 80 -55 8.5 +2.2
ISHP First Trust Nasdaq Retail ETF 1.3 60 -35 5.2 -1.0
GVAL Cambria Global Value ETF 1.3 68 -43 8.6 +2.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.3 72 -47 2.6 -3.7
IDRV iShares Self-driving EV & Tech ETF 1.2 47 -22 1.5 -4.7
CQQQ Invesco China Technology ETF 1.2 70 -45 16.0 +9.8
FPXI First Trust International Equity Opportunities ETF 1.2 70 -45 4.2 -2.0
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 1.2 55 -30 6.4 +0.1
MOTO SmartETFs Smart Transportation & Technology ETF 1.1 68 -43 5.8 -0.5
EV Mast Global Battery Recycling & Production ETF 1.1 65 -40 6.4 +0.1
VEGI iShares MSCI Agriculture Producers ETF 1.1 39 -14 7.3 +1.1
ECH iShares MSCI Chile ETF 1.1 58 -33 7.7 +1.4
SMOG VanEck Low Carbon Energy ETF 1.1 61 -36 1.4 -4.9
CGIE Capital Group International Equity ETF 1.1 54 -29 4.6 -1.7
TTAI FCF International Quality ETF 1.1 59 -34 6.9 +0.7
SHLD Global X Defense Tech ETF 1.1 50 -25 3.1 -3.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.1 39 -14 1.1 -5.2
BATT Amplify Lithium & Battery Technology ETF 1.1 59 -34 2.2 -4.1
DRIV Global X Autonomous & Electric Vehicles ETF 1.1 68 -43 3.6 -2.7
CTEC Global X CleanTech ETF 1.1 50 -25 0.1 -6.2
LIT Global X Lithium & Battery Tech ETF 1.1 75 -50 6.0 -0.3
SNSR Global X Internet of Things ETF 1.1 68 -43 3.7 -2.6
TUR iShares MSCI Turkey ETF 1.1 58 -33 13.4 +7.2
DSTX Distillate International Fundamental Stability & Value ETF 1.1 55 -30 6.4 +0.2
ICLN iShares Global Clean Energy ETF 1.0 41 -16 2.2 -4.1
MCH Matthews China Active ETF 1.0 79 -54 15.3 +9.1
IHAK iShares Cybersecurity & Tech ETF 1.0 47 -22 3.4 -2.9
VCLN Virtus Duff & Phelps Clean Energy ETF 1.0 59 -34 2.9 -3.4
ICPY Tweedy, Browne International Insider Value ETF 0.9 80 -55 20.4 +14.2
COPY Tweedy, Browne Insider + Value ETF 0.9 80 -55 14.2 +7.9
FFOG Franklin Focused Growth ETF 0.9 61 -36 1.8 -4.5
NUKZ Range Nuclear Renaissance Index ETF 0.9 85 -60 1.6 -4.7
EPHE iShares MSCI Philippines ETF 0.9 59 -34 0.0 -6.3
METV Roundhill Ball Metaverse ETF 0.9 59 -34 8.0 +1.7
OTGL OTG Latin America ETF 0.9 269 -244 7.7 +1.5
KGRN KraneShares MSCI China Clean Technology Index ETF 0.9 79 -54 3.7 -2.5
EXI iShares Global Industrials ETF 0.9 42 -17 3.6 -2.7
FDLS Inspire Fidelis Multi Factor ETF 0.9 76 -51 3.1 -3.1
JHDV John Hancock U.S. High Dividend ETF 0.9 34 -9 5.9 -0.4
CZA Invesco Zacks Mid-Cap ETF 0.9 72 -47 5.5 -0.8
FFND Future Fund Active ETF 0.9 100 -75 4.4 -1.9
SHPP Pacer Industrials and Logistics ETF 0.8 60 -35 6.6 +0.3
CGGR Capital Group Growth ETF 0.7 39 -14 2.7 -3.6
RING iShares MSCI Global Gold Miners ETF 0.7 39 -14 4.2 -2.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.7 86 -61 12.9 +6.6
EMIF iShares Emerging Markets Infrastructure ETF 0.7 60 -35 2.9 -3.3
HELX Franklin Genomic Advancements ETF 0.7 50 -25 -1.3 -7.6
GREK Global X MSCI Greece ETF 0.7 57 -32 8.7 +2.5
JXI iShares Global Utilities ETF 0.7 43 -18 5.1 -1.1
RFDI First Trust Riverfront Dynamic Developed International ETF 0.6 83 -58 7.5 +1.3
EFRA iShares Environmental Infrastructure and Industrials ETF 0.6 47 -22 4.9 -1.4
AUAU Global X Gold Miners ETF 0.6 35 -10 3.1 -3.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 -13 3.9 -2.4
GPT Intelligent Alpha Atlas ETF 0.6 69 -44 6.2 -0.0
CRAK VanEck Oil Refiners ETF 0.6 61 -36 8.4 +2.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 -24 6.1 -0.1
BNGE First Trust S-Network Streaming and Gaming ETF 0.5 70 -45 3.0 -3.3
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.5 12 13 8.4 +2.1
GDXJ VanEck Junior Gold Miners ETF 0.5 52 -27 3.5 -2.8
GDX VanEck Gold Miners ETF 0.5 51 -26 3.5 -2.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.5 58 -33 3.8 -2.5
CGDG Capital Group Dividend Growers ETF 0.5 47 -22 5.1 -1.2
RCGE RockCreek Global Equality ETF 0.5 95 -70 5.7 -0.5
CGW Invesco S&P Global Water Index ETF 0.5 57 -32 4.4 -1.8
PIO Invesco Global Water ETF 0.5 75 -50 4.4 -1.9
TMFG Motley Fool Global Opportunities ETF 0.5 85 -60 3.7 -2.5
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.5 86 -61 0.2 -6.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 -14 6.8 +0.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.5 65 -40 8.0 +1.7
IXC iShares Global Energy ETF 0.5 44 -19 7.5 +1.2
ARVR First Trust Indxx Metaverse ETF 0.4 70 -45 3.8 -2.5
KSTR KraneShares SSE STAR Market 50 Index ETF 0.4 89 -64 0.7 -5.6
NATO Themes Transatlantic Defense ETF 0.4 35 -10 1.8 -4.5
SRVR Pacer Data & Infrastructure Real Estate ETF 0.4 55 -30 4.2 -2.1
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.4 10 15 8.4 +2.1
FEP First Trust Europe AlphaDEX Fund 0.4 80 -55 6.9 +0.6
FEUZ First Trust Eurozone AlphaDEX ETF 0.4 80 -55 6.6 +0.3
SILJ ETFMG Prime Junior Silver Miners ETF 0.4 69 -44 0.7 -5.6
SIL Global X Silver Miners ETF 0.4 65 -40 2.2 -4.1
FDNI First Trust Dow Jones International Internet ETF 0.4 65 -40 24.9 +18.6
RWX SPDR Dow Jones International Real Estate ETF 0.4 59 -34 7.0 +0.7
INQQ India Internet & Ecommerce ETF 0.4 86 -61 0.6 -5.7
HAP VanEck Natural Resources ETF 0.4 50 -25 6.9 +0.6
FDTX Fidelity Disruptive Technology ETF 0.4 50 -25 1.8 -4.5
QTUM Defiance Quantum ETF 0.4 40 -15 4.1 -2.2
AGNG Global X Aging Population ETF 0.4 50 -25 4.1 -2.2
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.4 58 -33 8.8 +2.5
KOCG FIS Knights of Columbus Global Belief ETF 0.4 75 -50 4.5 -1.7
KTEC KraneShares Hang Seng TECH Index ETF 0.4 69 -44 21.5 +15.3
CGRO CoreValues Alpha Greater China Growth ETF 0.4 75 -50 5.3 -1.0
GCOW Pacer Global Cash Cows Dividend ETF 0.4 60 -35 9.1 +2.9
BRAZ Global X Brazil Active ETF 0.3 75 -50 10.4 +4.1
TINT ProShares Smart Materials ETF 0.3 58 -33 5.8 -0.4
AADR AdvisorShares Dorsey Wright ADR ETF 0.3 110 -85 3.2 -3.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 -14 8.6 +2.3
SETM Sprott Energy Transition Materials ETF 0.3 65 -40 2.1 -4.2
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -45 6.9 +0.6
COPA Themes Copper Miners ETF 0.3 35 -10 3.3 -3.0
FPAG FPA Global Equity ETF 0.3 49 -24 5.6 -0.6
URA Global X Uranium ETF 0.3 69 -44 1.2 -5.1
SUPL ProShares Supply Chain Logistics ETF 0.3 58 -33 7.5 +1.2
BOAT SonicShares Global Shipping ETF 0.3 69 -44 20.3 +14.1
IXJ iShares Global Healthcare ETF 0.3 42 -17 6.0 -0.3
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -81 9.5 +3.3
OSEA Harbor International Compounders ETF 0.3 55 -30 4.4 -1.9
GINN Goldman Sachs Innovate Equity ETF 0.3 52 -27 3.8 -2.5
ODDS Pacer BlueStar Digital Entertainment ETF 0.3 60 -35 4.5 -1.8
ESPO VanEck Video Gaming and eSports ETF 0.3 56 -31 6.4 +0.2
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 -22 5.3 -1.0
RXI iShares Global Consumer Discretionary ETF 0.3 41 -16 8.4 +2.1
GGME Invesco Next Gen Media and Gaming ETF 0.3 60 -35 4.5 -1.7
BETZ Roundhill Sports Betting & iGaming ETF 0.3 75 -50 3.3 -2.9
SDIV Global X Superdividend ETF 0.3 58 -33 13.7 +7.4
IDOG ALPS International Sector Dividend Dogs ETF 0.3 50 -25 9.2 +3.0
IXP iShares Global Comm Services ETF 0.2 42 -17 6.0 -0.3
SOCL Global X Social Media ETF 0.2 65 -40 12.8 +6.5
FDCF Fidelity Disruptive Communications ETF 0.2 50 -25 1.9 -4.4
SLVP iShares MSCI Global Silver Miners ETF 0.2 39 -14 4.8 -1.4
EZA iShares MSCI South Africa ETF 0.2 58 -33 9.8 +3.6
BUYZ Franklin Disruptive Commerce ETF 0.2 50 -25 2.5 -3.8
OGIG ALPS O'Shares Global Internet Giants ETF 0.2 48 -23 2.6 -3.7
BWEB Bitwise Web3 ETF 0.2 85 -60 -0.1 -6.4
KWEB KraneShares CSI China Internet ETF 0.2 69 -44 24.9 +18.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.2 75 -50 3.4 -2.9
PCGG Polen Capital Global Growth ETF 0.2 85 -60 4.1 -2.2
IBLC iShares Blockchain and Tech ETF 0.2 47 -22 -1.3 -7.6
IGF iShares Global Infrastructure ETF 0.2 41 -16 4.2 -2.0
GII SPDR S&P Global Infrastructure ETF 0.2 40 -15 4.2 -2.0
DRGN Themes China Generative Artificial Intelligence ETF 0.2 39 -14 9.9 +3.6
HUMN Roundhill Humanoid Robotics ETF 0.2 75 -50 1.5 -4.7
BOTZ Global X Robotics & Artificial Intelligence ETF 0.2 69 -44 2.2 -4.1
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 -25 6.0 -0.3
RNRG Global X Renewable Energy Producers ETF 0.2 66 -41 4.8 -1.5
AGMI Themes Silver Miners ETF 0.2 35 -10 4.6 -1.7
CHIQ Global X MSCI China Consumer Discretionary ETF 0.1 65 -40 14.0 +7.8
EPOL iShares MSCI Poland ETF 0.1 59 -34 8.7 +2.4
IPAV Global X Infrastructure Development ex-U.S. ETF 0.1 55 -30 6.1 -0.2
APIE ActivePassive International Equity ETF 0.1 45 -20 6.4 +0.1
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.1 65 -40 4.9 -1.4
CCNR ALPS CoreCommodity Natural Resources ETF 0.1 39 -14 8.6 +2.4
VYM Vanguard High Dividend Yield Index ETF 0.1 6 19 5.9 -0.4
AUMI Themes Gold Miners ETF 0.1 35 -10 3.8 -2.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.1 46 -21 5.1 -1.1
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 16 4.2 -2.1
IBUY Amplify Online Retail ETF 0.1 65 -40 2.1 -4.2
NERD Roundhill Video Games ETF 0.1 50 -25 7.7 +1.5
OND ProShares On-Demand ETF 0.1 58 -33 0.5 -5.8
HERO Global X Video Games & Esports ETF 0.1 50 -25 5.9 -0.4
SCHC Schwab International Small-Cap Equity ETF 0.1 11 14 6.8 +0.5
ERTH Invesco MSCI Sustainable Future ETF 0.1 62 -37 3.3 -3.0
COLO Global X MSCI Colombia ETF 0.1 62 -37 14.6 +8.3
EWW iShares MSCI Mexico ETF 0.1 50 -25 8.3 +2.0
FLMX Franklin FTSE Mexico ETF 0.1 19 6 8.8 +2.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 0 5.4 -0.9
JETS U.S. Global Jets ETF 0.1 60 -35 2.2 -4.0
OZEM Roundhill GLP-1 & Weight Loss ETF 0.1 59 -34 5.2 -1.0
KURE KraneShares MSCI All China Health Care Index ETF 0.1 65 -40 2.7 -3.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 17 6.6 +0.3
IDV iShares International Select Dividend ETF 0.1 51 -26 9.2 +2.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.1 56 -31 9.5 +3.2
EIDO iShares MSCI Indonesia ETF 0.1 59 -34 11.2 +5.0
IDX VanEck Indonesia Index ETF 0.1 57 -32 10.2 +3.9
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 -10 4.3 -2.0
COPX Global X Copper Miners ETF 0.1 65 -40 4.6 -1.6
JOET Virtus Terranova US Quality Momentum ETF 0.1 29 -4 3.8 -2.5
ENHU iShares Enhanced Large Cap Core Active ETF 0.1 22 3 4.2 -2.1
IWY iShares Russell Top 200 Growth ETF 0.1 20 5 3.9 -2.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.1 65 -40 5.2 -1.1
AOTG AOT Growth and Innovation ETF 0.1 75 -50 1.3 -4.9
VTHR Vanguard Russell 3000 ETF 0.1 7 18 4.2 -2.1
VONE Vanguard Russell 1000 ETF 0.1 7 18 4.3 -2.0
GVIP Goldman Sachs Hedge Industry VIP ETF 0.1 45 -20 2.5 -3.7
USEW Cambria US EW ETF 0.1 30 -5 4.1 -2.2
IWF iShares Russell 1000 Growth ETF 0.1 19 6 15.6 +9.3
BITQ Bitwise Crypto Industry Innovators ETF 0.1 85 -60 -2.3 -8.5
MID American Century Mid Cap Growth Impact ETF 0.1 45 -20 3.1 -3.2
GQQQ Astoria US Quality Growth Kings ETF 0.1 35 -10 3.4 -2.8
IWV iShares Russell 3000 ETF 0.1 20 5 4.1 -2.2
IYF iShares U.S. Financials ETF 0.1 40 -15 5.3 -1.0
RVRB Reverb ETF 0.1 30 -5 3.6 -2.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 3.7 -2.5
ARKF ARK Fintech Innovation ETF 0.1 75 -50 0.3 -6.0
IWL iShares Russell Top 200 ETF 0.1 15 10 4.0 -2.3
BLOK Amplify Transformational Data Sharing ETF 0.1 75 -50 -0.1 -6.4
FDFF Fidelity Disruptive Finance ETF 0.1 50 -25 5.1 -1.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 5 5.8 -0.4
LOUP Innovator Deepwater Frontier Tech ETF 0.1 70 -45 1.0 -5.3
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 3.9 -2.4
FFF Founders 100 ETF 0.1 75 -50 2.6 -3.7
BPAY BlackRock Future Financial and Technology ETF 0.1 70 -45 5.1 -1.2
YNOT Horizon Digital Frontier ETF 0.1 75 -50 2.9 -3.4
BJK VanEck Gaming ETF 0.1 65 -40 4.6 -1.7
GURU Global X Guru Index ETF 0.1 75 -50 2.4 -3.9
IWB iShares Russell 1000 ETF 0.1 15 10 4.2 -2.1
IUS Invesco RAFI Strategic US ETF 0.1 19 6 5.4 -0.9
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 5 6.0 -0.3
INTF iShares International Equity Factor ETF 0.1 15 10 6.5 +0.2
IQSI IQ Candriam International Equity ETF 0.1 15 10 5.6 -0.7
MOO VanEck Agribusiness ETF 0.0 53 -28 8.7 +2.4
POWR iShares U.S. Power Infrastructure ETF 0.0 40 -15 4.2 -2.1
FTAG First Trust Indxx Global Agriculture ETF 0.0 70 -45 6.9 +0.7
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.0 42 -17 8.2 +1.9
TAN Invesco Solar ETF 0.0 67 -42 5.2 -1.1
VGK Vanguard FTSE Europe ETF 0.0 6 19 6.5 +0.2
SPEU SPDR Portfolio Europe ETF 0.0 7 18 6.4 +0.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.0 20 5 0.8 -5.4
FLEE Franklin FTSE Europe ETF 0.0 9 16 6.3 0.0
BBEU JPMorgan BetaBuilders Europe ETF 0.0 9 16 6.2 -0.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 5 5.8 -0.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 -14 7.0 +0.7
AVUS Avantis U.S. Equity ETF 0.0 15 10 4.7 -1.5
BKIE BNY Mellon International Equity ETF 0.0 4 21 17.9 +11.6
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 8 6.2 -0.1
VFMO Vanguard U.S. Momentum Factor ETF 0.0 13 12 1.8 -4.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 -5 3.8 -2.5

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:		 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 6.3 %
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.