iShares MSCI Finland ETF
ALTAR
Score™		 5.5% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 19.0x P/Sales
ratio		 1.8x
P/BV
ratio		 2.0x Div.
yield		 4.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares MSCI Finland Capped Investable Market Index Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Finland IMI 25/50 Index.

FUND BASICS
Category International Equities
Fund Sponsor BlackRock Fund Advisors
Website www.ishares.com
Inception date Jan 25, 2012
Assets (mns) $267
Currency USD
Expense ratio 56 bp
Distributions Semi-annual

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 35
Wgt avg mkt cap (mns) $27,878
Large cap (>$10bn) 51.1%
Mid cap ($2-10bn) 45.0%
Small cap (<$2bn) 4.0%
Developed mkts 96.5%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NORDEA BANK ABP 20.5 %
NOKIA OYJ 16.1 %
SAMPO OYJ CLASS A 8.2 %
METSO CORPORATION 4.7 %
UPM-KYMMENE OYJ 4.6 %
KONE OYJ-B 4.6 %
WARTSILA OYJ 4.4 %
NESTE OIL OYJ 4.4 %
FORTUM OYJ 3.9 %
ORION OYJ CLASS B 3.7 %
Total 75.0 %

TOP COUNTRY EXPOSURE
FINLAND 97.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
15.2% 32.8% 5.1% 9.0% 8.9%

Market Correlations
versus... Beta R-squared
S&P500 0.98 42%
MSCI EAFE 0.96 60%
MSCI Emg. Mkts. 0.54 49%

Technical Indicators
Recent close $55.02
30d moving avg. $52.17
Annualized volatility 16.0%
Short interest (ETF) 0.5%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 12
Turnover 0.3%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $259

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 213 potential alternatives to the iShares MSCI Finland ETF ETF based on the alternatives' overlap in portfolio holdings with EFNL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EFNL Expense: 56 bp ALTAR Score™: 5.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EFNL
Ticker Fund
Name		 Overlap1
vs EFNL
(%)		 Expense
ratio
(bp)		 Savings
vs EFNL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EFNL
(%)
WOOD iShares Global Timber & Forestry ETF 7.0 42 14 10.9 +5.4
GNR SPDR S&P Global Natural Resources ETF 4.5 40 16 7.8 +2.3
FEUZ First Trust Eurozone AlphaDEX ETF 4.5 80 -24 6.4 +0.9
CRAK VanEck Oil Refiners ETF 4.4 61 -5 7.0 +1.5
HEDJ WisdomTree Europe Hedged Equity Fund 4.3 58 -2 5.9 +0.4
TNUK Tortoise Nuclear Renaissance ETF 3.9 75 -19 0.9 -4.7
NLR VanEck Uranium+Nuclear Energy ETF 3.9 61 -5 1.8 -3.8
EFAS Global X MSCI SuperDividend EAFE ETF 3.9 57 -1 6.9 +1.4
FICS First Trust International Developed Capital Strength ETF 3.8 70 -14 6.6 +1.0
HEZU iShares Currency Hedged MSCI Eurozone ETF 3.4 53 3 5.4 -0.2
EZU iShares MSCI Eurozone ETF 3.4 52 4 5.5 -0.0
IDOG ALPS International Sector Dividend Dogs ETF 3.2 50 6 8.9 +3.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 3.0 58 -2 9.2 +3.7
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.9 22 34 5.5 -0.1
SCHY Schwab International Dividend Equity ETF 2.9 14 42 8.3 +2.7
FID First Trust S&P International Dividend Aristocrats ETF 2.8 60 -4 7.4 +1.9
WWJD Inspire International ETF 2.7 80 -24 6.0 +0.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 2.7 45 11 5.4 -0.1
NUKZ Range Nuclear Renaissance Index ETF 2.6 85 -29 1.5 -4.0
EUFN iShares MSCI Europe Financials ETF 2.4 51 5 6.3 +0.7
DIM WisdomTree International MidCap Dividend Fund 2.3 58 -2 6.1 +0.6
DISV Dimensional International Small Cap Value ETF 2.3 42 14 7.5 +2.0
TPIF Timothy Plan International ETF 2.2 62 -6 5.4 -0.1
DFIS Dimensional International Small Cap ETF 2.2 39 17 5.9 +0.4
FEP First Trust Europe AlphaDEX Fund 2.2 80 -24 6.6 +1.1
IEUS iShares MSCI Europe Small-Cap ETF 2.1 42 14 6.6 +1.1
EUDV ProShares MSCI Europe Dividend Growers ETF 2.1 55 1 5.7 +0.2
WDIV SPDR S&P Global Dividend ETF 2.1 40 16 8.6 +3.1
IMOM Alpha Architect International Quantitative Momentum ETF 2.0 49 7 4.5 -1.0
VCLN Virtus Duff & Phelps Clean Energy ETF 2.0 59 -3 2.7 -2.8
IDLV Invesco S&P International Developed Low Volatility ETF 2.0 25 31 6.1 +0.6
IQDF FlexShares International Quality Dividend Index Fund 1.9 47 9 7.1 +1.6
DFSI Dimensional International Sustainability Core 1 ETF 1.9 24 32 5.4 -0.1
IBOT Vaneck Robotics ETF 1.9 47 9 3.3 -2.2
FENI Fidelity Enhanced International ETF 1.9 28 28 5.6 +0.0
AIS VistaShares Artificial Intelligence Supercycle ETF 1.9 75 -19 1.0 -4.5
IEUR iShares Core MSCI Europe ETF 1.9 11 45 6.2 +0.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 1.9 25 31 6.1 +0.6
INTF iShares International Equity Factor ETF 1.8 15 41 6.2 +0.7
DMXF iShares ESG Advanced MSCI EAFE ETF 1.8 12 44 4.7 -0.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.7 12 44 5.1 -0.4
ESGD iShares ESG Aware MSCI EAFE ETF 1.7 20 36 5.5 +0.0
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.6 32 24 5.1 -0.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.6 30 26 5.8 +0.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.6 24 32 6.7 +1.2
BBEU JPMorgan BetaBuilders Europe ETF 1.6 9 47 6.1 +0.5
IMFL Invesco International Developed Dynamic Multifactor ETF 1.6 34 22 5.0 -0.5
DFE WisdomTree Europe SmallCap Dividend Fund 1.6 58 -2 7.3 +1.8
EFV iShares MSCI EAFE Value ETF 1.6 34 22 7.1 +1.6
SPEU SPDR Portfolio Europe ETF 1.6 7 49 6.3 +0.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.6 14 42 5.1 -0.4
IDHQ Invesco S&P International Developed High Quality ETF 1.5 29 27 4.8 -0.7
DFIC Dimensional International Core Equity 2 ETF 1.5 23 33 6.0 +0.5
VGK Vanguard FTSE Europe ETF 1.5 6 50 6.4 +0.9
DXIV Dimensional International Vector Equity ETF 1.5 34 22 6.3 +0.8
FLEE Franklin FTSE Europe ETF 1.5 9 47 6.2 +0.6
BKCI BNY Mellon Concentrated International ETF 1.5 80 -24 4.9 -0.6
EV Mast Global Battery Recycling & Production ETF 1.5 65 -9 6.4 +0.9
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.4 80 -24 3.7 -1.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.4 65 -9 7.8 +2.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.4 46 10 5.3 -0.2
QINT American Century Quality Diversified International ETF 1.4 39 17 6.3 +0.8
OCEN IQ Clean Oceans ETF 1.4 45 11 4.6 -0.9
IEV iShares Europe ETF 1.4 67 -11 5.7 +0.2
FEZ SPDR EURO STOXX 50 ETF 1.4 29 27 5.6 +0.1
NUDM Nuveen ESG International Developed Markets Equity ETF 1.4 31 25 5.3 -0.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.3 46 10 7.3 +1.8
IVLU iShares MSCI Intl Value Factor ETF 1.3 30 26 7.6 +2.1
BLES Inspire Global Hope ETF 1.3 61 -5 5.6 +0.0
IMTM iShares MSCI Intl Momentum Factor ETF 1.3 30 26 4.5 -1.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.3 65 -9 4.1 -1.5
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 6 5.5 -0.0
IQLT iShares MSCI Intl Quality Factor ETF 1.2 30 26 5.3 -0.2
IQSI IQ Candriam International Equity ETF 1.2 15 41 5.4 -0.1
HEFA iShares Currency Hedged MSCI EAFE ETF 1.2 35 21 5.6 +0.0
EFA iShares MSCI EAFE ETF 1.2 35 21 5.5 0.0
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 1.2 9 47 7.4 +1.9
NXTG First Trust Indxx NextG ETF 1.2 70 -14 3.4 -2.1
DFAI Dimensional International Core Equity Market ETF 1.1 18 38 5.8 +0.3
JHID John Hancock International High Dividend ETF 1.1 46 10 7.5 +2.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.1 45 11 6.4 +0.9
IEFA iShares Core MSCI EAFE ETF 1.1 7 49 5.8 +0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 17 6.0 +0.5
FNDF Schwab Fundamental International Large Co. Index ETF 1.1 25 31 7.0 +1.5
DSTX Distillate International Fundamental Stability & Value ETF 1.1 55 1 6.2 +0.7
SCHC Schwab International Small-Cap Equity ETF 1.1 11 45 6.4 +0.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.0 20 36 5.5 -0.1
DWMF WisdomTree International Multifactor Fund 1.0 38 18 6.7 +1.2
ETEC iShares Breakthrough Environmental Solutions ETF 1.0 47 9 3.3 -2.2
FNDC Schwab Fundamental International Small Co. Index ETF 1.0 39 17 6.5 +1.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.0 25 31 5.9 +0.4
JPIN J.P. Morgan Diversified Return International Equity ETF 1.0 37 19 6.8 +1.3
IDEV iShares Core MSCI International Developed Markets ETF 1.0 4 52 5.8 +0.3
AVIV Avantis International Large Cap Value ETF 1.0 25 31 6.6 +1.1
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 1.0 20 36 5.4 -0.1
JHMD John Hancock Multifactor Developed International ETF 1.0 39 17 6.0 +0.5
VYMI Vanguard International High Dividend Yield ETF 0.9 17 39 7.5 +2.0
ISCF iShares International SmallCap Equity Factor ETF 0.9 23 33 7.0 +1.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.9 40 16 5.9 +0.4
SLX VanEck Steel ETF 0.9 56 0 9.8 +4.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.9 20 36 5.6 +0.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.9 30 26 6.1 +0.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.9 36 20 5.1 -0.5
VEA Vanguard FTSE Developed Markets ETF 0.9 3 53 5.7 +0.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.9 65 -9 1.3 -4.2
BOTZ Global X Robotics & Artificial Intelligence ETF 0.9 69 -13 2.0 -3.5
SCHF Schwab International Equity ETF 0.9 6 50 5.7 +0.2
CGV Conductor Global Equity Value ETF 0.9 130 -74 7.5 +2.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.9 35 21 5.4 -0.1
DFIV Dimensional International Value ETF 0.8 27 29 7.3 +1.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.8 20 36 5.4 -0.1
KNCT Invesco Next Gen Connectivity ETF 0.8 40 16 3.0 -2.6
BKIE BNY Mellon International Equity ETF 0.8 4 52 17.2 +11.7
DWM WisdomTree International Equity Fund 0.8 48 8 5.4 -0.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.8 40 16 5.5 +0.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.8 29 27 6.8 +1.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.8 47 9 6.9 +1.4
RFDI First Trust Riverfront Dynamic Developed International ETF 0.8 83 -27 7.2 +1.7
DIHP Dimensional International High Profitability ETF 0.8 29 27 5.6 +0.1
EFG iShares MSCI EAFE Growth ETF 0.8 36 20 3.7 -1.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.8 8 48 6.1 +0.6
DIVI Franklin International Core Dividend Tilt Index ETF 0.7 9 47 6.3 +0.8
FDEV Fidelity International Multifactor ETF 0.7 18 38 6.9 +1.4
STXI Strive International Developed Markets ETF 0.7 29 27 6.3 +0.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 36 5.5 +0.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.7 3 53 5.6 +0.1
AVSD Avantis Responsible International Equity ETF 0.7 23 33 5.7 +0.2
KNO AXS Knowledge Leaders ETF 0.7 78 -22 3.9 -1.6
AVDE Avantis International Equity ETF 0.7 23 33 5.9 +0.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.7 34 22 6.1 +0.6
TTAI FCF International Quality ETF 0.7 59 -3 7.0 +1.5
HAP VanEck Natural Resources ETF 0.7 50 6 6.2 +0.7
IXUS iShares Core MSCI Total International Stock ETF 0.7 7 49 6.3 +0.8
MXI iShares Global Materials ETF 0.7 41 15 5.7 +0.2
DTH WisdomTree International High Dividend Fund 0.7 58 -2 6.9 +1.4
VXUS Vanguard Total International Stock ETF 0.7 5 51 6.4 +0.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.7 58 -2 6.3 +0.7
VSGX Vanguard ESG International Stock ETF 0.6 10 46 6.3 +0.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 7 5.8 +0.3
CLNR IQ Cleaner Transport ETF 0.6 45 11 4.0 -1.5
PATN Pacer Nasdaq International Patent Leaders ETF 0.6 65 -9 4.0 -1.5
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -33 4.3 -1.3
CWI SPDR MSCI ACWI ex-US ETF 0.6 30 26 6.2 +0.7
AVDV Avantis International Small Cap Value ETF 0.6 36 20 7.3 +1.8
AVDS Avantis International Small Cap Equity ETF 0.6 30 26 5.7 +0.2
GCOW Pacer Global Cash Cows Dividend ETF 0.6 60 -4 9.0 +3.5
TRFK Pacer Data and Digital Revolution ETF 0.6 60 -4 1.9 -3.6
FRGN Horizon International Equity ETF 0.6 75 -19 7.6 +2.0
IQDG WisdomTree International Quality Dividend Growth Fund 0.6 42 14 5.6 +0.1
IDMO Invesco S&P International Developed Momentum ETF 0.6 25 31 4.9 -0.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 15 5.8 +0.3
DLS WisdomTree International SmallCap Dividend Fund 0.6 58 -2 7.1 +1.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 38 6.1 +0.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.6 39 17 6.6 +1.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.6 58 -2 5.2 -0.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 4 52 6.5 +0.9
EXI iShares Global Industrials ETF 0.5 42 14 3.6 -1.9
DGT State Street SPDR Global Dow ETF 0.5 50 6 5.5 -0.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.5 80 -24 6.5 +1.0
ICPY Tweedy, Browne International Insider Value ETF 0.5 80 -24 19.9 +14.4
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 26 5.0 -0.5
RCGE RockCreek Global Equality ETF 0.5 95 -39 5.8 +0.2
VIDI Vident International Equity Strategy ETF 0.5 61 -5 7.8 +2.3
JXI iShares Global Utilities ETF 0.5 43 13 5.4 -0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 44 4.4 -1.1
IDV iShares International Select Dividend ETF 0.5 51 5 8.8 +3.3
GWX SPDR S&P International Small Cap ETF 0.4 40 16 5.6 +0.1
IXC iShares Global Energy ETF 0.4 44 12 6.9 +1.4
IPAV Global X Infrastructure Development ex-U.S. ETF 0.4 55 1 5.8 +0.3
FEOE First Eagle Overseas Equity ETF 0.4 79 -23 5.9 +0.4
IVSI Applied Finance IVS International Large ETF 0.4 65 -9 5.7 +0.1
CGW Invesco S&P Global Water Index ETF 0.4 57 -1 4.5 -1.0
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -24 13.9 +8.4
RWX SPDR Dow Jones International Real Estate ETF 0.4 59 -3 7.1 +1.6
GLOF iShares Global Equity Factor ETF 0.3 20 36 5.4 -0.1
BULD Pacer BlueStar Engineering the Future ETF 0.3 60 -4 0.3 -5.3
WSML iShares MSCI World Small-Cap ETF 0.3 15 41 5.2 -0.3
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -12 2.7 -2.8
JIRE JPMorgan International Research Enhanced Equity ETF 0.3 24 32 5.6 +0.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 36 4.6 -0.9
TOK iShares MSCI Kokusai ETF 0.3 26 30 4.2 -1.3
DOL WisdomTree International LargeCap Dividend Fund 0.3 48 8 5.4 -0.2
URTH iShares MSCI World ETF 0.3 24 32 4.2 -1.3
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 38 0.0 -5.5
PIEL Pacer International Export Leaders ETF 0.3 60 -4 3.9 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 47 4.7 -0.8
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 17 7.7 +2.2
VT Vanguard Total World Stock ETF 0.3 6 50 4.9 -0.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 47 4.3 -1.2
ACWI iShares MSCI ACWI ETF 0.2 32 24 4.5 -1.0
GEW Cambria Global EW ETF 0.2 29 27 5.2 -0.3
WRND IQ Global Equity R&D Leaders ETF 0.2 18 38 4.0 -1.5
AIVI WisdomTree International AI Enhanced Value Fund 0.2 58 -2 5.9 +0.4
IGRO iShares International Dividend Growth ETF 0.2 15 41 6.4 +0.9
IXN iShares Global Tech ETF 0.2 41 15 2.6 -2.9
IFGL iShares International Developed Real Estate ETF 0.2 48 8 7.4 +1.9
KXI iShares Global Consumer Staples ETF 0.2 41 15 5.4 -0.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 14 4.0 -1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 14 3.9 -1.6
SHLD Global X Defense Tech ETF 0.2 50 6 3.2 -2.3
IXG iShares Global Financials ETF 0.2 42 14 5.7 +0.2
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.2 12 44 8.6 +3.1
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.2 10 46 8.6 +3.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.2 39 17 7.7 +2.2
IXP iShares Global Comm Services ETF 0.1 42 14 5.9 +0.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -24 8.6 +3.1
DEW WisdomTree Global High Dividend Fund 0.1 58 -2 6.9 +1.4
JIVE JPMorgan International Value ETF 0.1 55 1 7.7 +2.1
RWO SPDR Dow Jones Global Real Estate ETF 0.1 50 6 6.3 +0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 31 5.5 -0.1
ERET iShares Environmentally Aware Real Estate ETF 0.1 30 26 6.9 +1.4
LVHI Franklin International Low Volatility High Dividend Index ET 0.1 40 16 7.3 +1.8
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 46 5.8 +0.3

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 Finland 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 12.1 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 56 bp
Equals: ALTAR Score 5.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.74 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.