iShares MSCI Finland ETF
ALTAR
Score™		 5.4% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 19.1x 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) $41
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 17.8 %
NOKIA OYJ 14.9 %
SAMPO OYJ CLASS A 7.4 %
KONECRANES OYJ 7.4 %
KONE OYJ-B 5.9 %
WARTSILA OYJ 4.4 %
METSO CORPORATION 4.3 %
FORTUM OYJ 4.3 %
UPM-KYMMENE OYJ 3.7 %
ORION OYJ CLASS B 3.5 %
Total 73.5 %

TOP COUNTRY EXPOSURE
FINLAND 96.8 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
14.6% 47.6% 6.8% 9.7% 9.1%

Market Correlations
versus... Beta R-squared
S&P500 0.76 34%
MSCI EAFE 0.88 63%
MSCI Emg. Mkts. 0.54 39%

Technical Indicators
Recent close $55.25
30d moving avg. $51.56
Annualized volatility 16.0%
Short interest (ETF) 0.4%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.8%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $259

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 216 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™: 5.4%


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 6.3 42 14 11.3 +5.9
HEDJ WisdomTree Europe Hedged Equity Fund 4.6 58 -2 6.1 +0.6
IBOT Vaneck Robotics ETF 4.3 47 9 3.3 -2.1
NLR VanEck Uranium+Nuclear Energy ETF 4.3 61 -5 1.3 -4.1
TNUK Tortoise Nuclear Renaissance ETF 4.3 75 -19 0.6 -4.8
IDOG ALPS International Sector Dividend Dogs ETF 4.1 50 6 9.2 +3.7
FICS First Trust International Developed Capital Strength ETF 3.9 70 -14 6.7 +1.2
GNR SPDR S&P Global Natural Resources ETF 3.8 40 16 8.2 +2.7
BKCI BNY Mellon Concentrated International ETF 3.5 80 -24 4.9 -0.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 3.4 58 -2 7.3 +1.8
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.4 75 -19 5.7 +0.2
EZU iShares MSCI Eurozone ETF 3.3 52 4 5.6 +0.2
OAIM OneAscent International Equity ETF 3.1 95 -39 4.6 -0.9
SCHY Schwab International Dividend Equity ETF 3.0 14 42 8.3 +2.8
IEUS iShares MSCI Europe Small-Cap ETF 2.9 42 14 6.6 +1.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.9 22 34 5.6 +0.2
FID First Trust S&P International Dividend Aristocrats ETF 2.9 60 -4 7.7 +2.3
CRAK VanEck Oil Refiners ETF 2.8 61 -5 8.7 +3.3
OCEN IQ Clean Oceans ETF 2.7 45 11 4.6 -0.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 2.6 45 11 5.7 +0.3
WWJD Inspire International ETF 2.5 80 -24 6.2 +0.7
EUFN iShares MSCI Europe Financials ETF 2.5 51 5 7.0 +1.6
VCLN Virtus Duff & Phelps Clean Energy ETF 2.5 59 -3 2.2 -3.2
DFIS Dimensional International Small Cap ETF 2.4 39 17 6.1 +0.7
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.3 80 -24 3.3 -2.1
DWMF WisdomTree International Multifactor Fund 2.3 38 18 6.7 +1.3
INTF iShares International Equity Factor ETF 2.2 15 41 6.5 +1.0
DIM WisdomTree International MidCap Dividend Fund 2.2 58 -2 6.2 +0.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.1 32 24 5.3 -0.1
EUDV ProShares MSCI Europe Dividend Growers ETF 2.1 55 1 5.6 +0.1
IMOM Alpha Architect International Quantitative Momentum ETF 2.1 49 7 4.0 -1.4
WDIV SPDR S&P Global Dividend ETF 2.1 40 16 9.0 +3.6
VWID Virtus WMC International Dividend ETF 2.1 49 7 7.2 +1.8
NUKZ Range Nuclear Renaissance Index ETF 2.0 85 -29 1.2 -4.3
DFSI Dimensional International Sustainability Core 1 ETF 2.0 24 32 5.6 +0.2
IEUR iShares Core MSCI Europe ETF 1.9 11 45 6.3 +0.9
DMXF iShares ESG Advanced MSCI EAFE ETF 1.9 12 44 5.0 -0.5
DISV Dimensional International Small Cap Value ETF 1.9 42 14 8.1 +2.7
IQDF FlexShares International Quality Dividend Index Fund 1.8 47 9 7.6 +2.2
ESGD iShares ESG Aware MSCI EAFE ETF 1.8 20 36 5.8 +0.3
AZTD Aztlan Global Stock Selection DM SMID ETF 1.8 75 -19 4.0 -1.4
EFV iShares MSCI EAFE Value ETF 1.7 34 22 7.5 +2.1
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.6 65 -9 4.0 -1.4
SPEU SPDR Portfolio Europe ETF 1.6 7 49 6.4 +1.0
TPIF Timothy Plan International ETF 1.6 62 -6 5.5 +0.0
DFIC Dimensional International Core Equity 2 ETF 1.6 23 33 6.2 +0.8
DXIV Dimensional International Vector Equity ETF 1.6 34 22 6.5 +1.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.6 30 26 6.0 +0.6
IVLU iShares MSCI Intl Value Factor ETF 1.6 30 26 8.1 +2.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 1.6 25 31 6.3 +0.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.5 47 9 7.4 +1.9
VGK Vanguard FTSE Europe ETF 1.5 6 50 6.5 +1.1
FEUZ First Trust Eurozone AlphaDEX ETF 1.5 80 -24 6.4 +0.9
SCHC Schwab International Small-Cap Equity ETF 1.5 11 45 6.4 +1.0
IDHQ Invesco S&P International Developed High Quality ETF 1.5 29 27 5.5 +0.0
ISCF iShares International SmallCap Equity Factor ETF 1.5 23 33 7.2 +1.7
QINT American Century Quality Diversified International ETF 1.5 39 17 6.6 +1.1
IDLV Invesco S&P International Developed Low Volatility ETF 1.5 25 31 6.2 +0.8
JHID John Hancock International High Dividend ETF 1.5 46 10 7.9 +2.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.5 12 44 5.3 -0.2
FENI Fidelity Enhanced International ETF 1.5 28 28 5.8 +0.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.5 24 32 6.8 +1.4
CIL VictoryShares International Volatility Wtd ETF 1.5 45 11 5.8 +0.4
EV Mast Global Battery Recycling & Production ETF 1.5 65 -9 6.3 +0.8
VYMI Vanguard International High Dividend Yield ETF 1.4 17 39 8.0 +2.6
TRFK Pacer Data and Digital Revolution ETF 1.4 60 -4 2.1 -3.3
IEV iShares Europe ETF 1.4 67 -11 5.8 +0.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.4 14 42 5.4 -0.1
BBEU JPMorgan BetaBuilders Europe ETF 1.4 9 47 6.2 +0.8
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 1.3 9 47 7.5 +2.1
AVIV Avantis International Large Cap Value ETF 1.3 25 31 6.9 +1.5
FEZ SPDR EURO STOXX 50 ETF 1.3 29 27 5.8 +0.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.3 46 10 5.6 +0.1
FLEE Franklin FTSE Europe ETF 1.3 9 47 6.2 +0.8
BLES Inspire Global Hope ETF 1.3 61 -5 5.7 +0.3
SCZ iShares MSCI EAFE Small-Cap ETF 1.3 40 16 6.1 +0.7
IMTM iShares MSCI Intl Momentum Factor ETF 1.3 30 26 4.7 -0.8
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 6 5.7 +0.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.2 29 27 6.9 +1.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.2 46 10 7.4 +2.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.2 70 -14 3.8 -1.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.2 45 11 6.8 +1.4
DFE WisdomTree Europe SmallCap Dividend Fund 1.2 58 -2 7.4 +2.0
ETEC iShares Breakthrough Environmental Solutions ETF 1.2 47 9 2.7 -2.7
IEFA iShares Core MSCI EAFE ETF 1.2 7 49 6.0 +0.6
CLNR IQ Cleaner Transport ETF 1.2 45 11 3.9 -1.6
EFA iShares MSCI EAFE ETF 1.2 35 21 5.7 +0.3
DFAI Dimensional International Core Equity Market ETF 1.2 18 38 6.0 +0.6
NXTG First Trust Indxx NextG ETF 1.2 70 -14 3.9 -1.5
PPIE Putnam PanAgora ESG International Equity ETF 1.1 49 7 6.5 +1.0
IQLT iShares MSCI Intl Quality Factor ETF 1.1 30 26 5.4 -0.0
FNDF Schwab Fundamental International Large Co. Index ETF 1.1 25 31 7.5 +2.0
DTAN Sparkline International Intangible Value ETF 1.1 55 1 7.2 +1.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 17 6.1 +0.7
FNDC Schwab Fundamental International Small Co. Index ETF 1.1 39 17 6.6 +1.2
IMFL Invesco International Developed Dynamic Multifactor ETF 1.1 34 22 5.2 -0.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.1 60 -4 3.5 -2.0
IDEV iShares Core MSCI International Developed Markets ETF 1.0 4 52 6.0 +0.6
IQSI IQ Candriam International Equity ETF 1.0 15 41 5.6 +0.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.0 25 31 6.2 +0.7
BULD Pacer BlueStar Engineering the Future ETF 1.0 60 -4 0.4 -5.1
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 1.0 20 36 5.6 +0.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.0 30 26 6.3 +0.9
KNO AXS Knowledge Leaders ETF 1.0 78 -22 4.4 -1.0
DIVI Franklin International Core Dividend Tilt Index ETF 1.0 9 47 6.6 +1.1
FIVA Fidelity International Value Factor ETF 1.0 18 38 7.5 +2.0
CGV Conductor Global Equity Value ETF 0.9 130 -74 7.3 +1.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.9 20 36 5.6 +0.1
SCHF Schwab International Equity ETF 0.9 6 50 6.0 +0.5
VEA Vanguard FTSE Developed Markets ETF 0.9 3 53 6.0 +0.5
JHMD John Hancock Multifactor Developed International ETF 0.9 39 17 6.2 +0.7
SLX VanEck Steel ETF 0.9 56 0 10.4 +4.9
DFIV Dimensional International Value ETF 0.9 27 29 7.8 +2.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.9 35 21 5.7 +0.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.8 36 20 5.5 +0.0
FEP First Trust Europe AlphaDEX Fund 0.8 80 -24 6.7 +1.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.8 20 36 5.9 +0.4
RFDI First Trust Riverfront Dynamic Developed International ETF 0.8 83 -27 7.7 +2.2
DIHP Dimensional International High Profitability ETF 0.8 29 27 5.7 +0.3
DWM WisdomTree International Equity Fund 0.8 48 8 5.6 +0.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.8 40 16 5.7 +0.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.8 3 53 5.9 +0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.8 20 36 5.7 +0.3
AVDE Avantis International Equity ETF 0.8 23 33 6.2 +0.7
AIS VistaShares Artificial Intelligence Supercycle ETF 0.8 75 -19 1.1 -4.3
AVSD Avantis Responsible International Equity ETF 0.7 23 33 6.0 +0.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.7 58 -2 6.4 +0.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.7 37 19 7.0 +1.6
STXI Strive International Developed Markets ETF 0.7 29 27 6.2 +0.7
FRGN Horizon International Equity ETF 0.7 75 -19 7.9 +2.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 8 48 6.1 +0.7
IXUS iShares Core MSCI Total International Stock ETF 0.7 7 49 6.5 +1.1
BKIE BNY Mellon International Equity ETF 0.7 4 52 6.0 +0.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.7 65 -9 1.5 -4.0
HAP VanEck Natural Resources ETF 0.7 50 6 6.5 +1.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.7 34 22 6.4 +0.9
BOTZ Global X Robotics & Artificial Intelligence ETF 0.7 69 -13 1.8 -3.7
MXI iShares Global Materials ETF 0.7 41 15 5.9 +0.4
NUDM Nuveen ESG International Developed Markets Equity ETF 0.7 31 25 5.6 +0.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.7 58 -2 5.5 +0.0
TTAI FCF International Quality ETF 0.7 59 -3 6.7 +1.3
VXUS Vanguard Total International Stock ETF 0.7 5 51 6.6 +1.2
AVDS Avantis International Small Cap Equity ETF 0.7 30 26 6.0 +0.5
VSGX Vanguard ESG International Stock ETF 0.7 10 46 6.7 +1.2
IQDG WisdomTree International Quality Dividend Growth Fund 0.7 42 14 5.8 +0.3
PATN Pacer Nasdaq International Patent Leaders ETF 0.6 65 -9 4.4 -1.1
ICPY Tweedy, Browne International Insider Value ETF 0.6 80 -24 21.6 +16.2
CWI SPDR MSCI ACWI ex-US ETF 0.6 30 26 6.4 +1.0
FDEV Fidelity International Multifactor ETF 0.6 18 38 7.1 +1.6
DTH WisdomTree International High Dividend Fund 0.6 58 -2 7.2 +1.8
EFG iShares MSCI EAFE Growth ETF 0.6 36 20 3.8 -1.7
EXI iShares Global Industrials ETF 0.6 42 14 3.5 -1.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.6 65 -9 7.6 +2.2
DWX SPDR S&P International Dividend ETF 0.6 45 11 6.7 +1.3
VIDI Vident International Equity Strategy ETF 0.6 61 -5 8.2 +2.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 7 5.9 +0.5
QWLD SPDR MSCI World StrategicFactors ETF 0.6 30 26 5.2 -0.3
DGT State Street SPDR Global Dow ETF 0.6 50 6 5.7 +0.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.6 4 52 6.7 +1.3
KNCT Invesco Next Gen Connectivity ETF 0.5 40 16 3.3 -2.2
AVDV Avantis International Small Cap Value ETF 0.5 36 20 7.7 +2.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 15 6.1 +0.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 36 5.7 +0.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 38 6.4 +0.9
RCGE RockCreek Global Equality ETF 0.5 95 -39 6.1 +0.6
JXI iShares Global Utilities ETF 0.5 43 13 4.9 -0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 44 4.4 -1.0
CGW Invesco S&P Global Water Index ETF 0.5 57 -1 4.4 -1.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 17 6.9 +1.5
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -24 14.9 +9.5
WSML iShares MSCI World Small-Cap ETF 0.4 15 41 5.4 -0.1
IDV iShares International Select Dividend ETF 0.4 51 5 8.8 +3.4
GWX SPDR S&P International Small Cap ETF 0.4 40 16 5.7 +0.2
IVSI Applied Finance IVS International LrgETF 0.4 65 -9 6.1 +0.6
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -33 4.5 -1.0
DLS WisdomTree International SmallCap Dividend Fund 0.4 58 -2 7.3 +1.9
PIEL Pacer International Export Leaders ETF 0.4 60 -4 4.3 -1.1
RWX SPDR Dow Jones International Real Estate ETF 0.4 59 -3 6.9 +1.4
IPAV Global X Infrastructure Development ex-U.S. ETF 0.4 55 1 5.5 +0.0
DOL WisdomTree International LargeCap Dividend Fund 0.4 48 8 5.7 +0.3
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 17 7.8 +2.3
FEOE First Eagle Overseas Equity ETF 0.3 79 -23 6.2 +0.8
TOK iShares MSCI Kokusai ETF 0.3 26 30 4.3 -1.1
URTH iShares MSCI World ETF 0.3 24 32 4.4 -1.1
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -12 2.9 -2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 47 4.9 -0.6
IXN iShares Global Tech ETF 0.3 41 15 2.9 -2.6
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 38 0.0 -5.4
GLOF iShares Global Equity Factor ETF 0.3 20 36 5.6 +0.2
VT Vanguard Total World Stock ETF 0.3 6 50 5.0 -0.4
ACWI iShares MSCI ACWI ETF 0.3 32 24 4.7 -0.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.3 80 -24 6.6 +1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 31 5.5 +0.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 14 4.2 -1.2
AIVI WisdomTree International AI Enhanced Value Fund 0.2 58 -2 6.2 +0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 47 4.4 -1.0
IXC iShares Global Energy ETF 0.2 44 12 7.0 +1.6
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.2 10 46 8.1 +2.6
WRND IQ Global Equity R&D Leaders ETF 0.2 18 38 4.0 -1.5
GEW Cambria Global EW ETF 0.2 29 27 5.4 -0.0
IFGL iShares International Developed Real Estate ETF 0.2 48 8 6.9 +1.5
IGRO iShares International Dividend Growth ETF 0.2 15 41 6.7 +1.2
IXG iShares Global Financials ETF 0.2 42 14 6.3 +0.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 14 4.0 -1.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 36 4.8 -0.7
IXP iShares Global Comm Services ETF 0.2 42 14 5.4 -0.1
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.2 12 44 8.2 +2.7
KXI iShares Global Consumer Staples ETF 0.2 41 15 5.2 -0.3
SHPP Pacer Industrials and Logistics ETF 0.1 60 -4 6.7 +1.3
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 17 8.0 +2.5
DEW WisdomTree Global High Dividend Fund 0.1 58 -2 7.2 +1.8
JIRE JPMorgan International Research Enhanced Equity ETF 0.1 24 32 5.8 +0.4
FIDI Fidelity International High Dividend ETF 0.1 18 38 7.1 +1.7
RWO SPDR Dow Jones Global Real Estate ETF 0.1 50 6 6.2 +0.8
ERET iShares Environmentally Aware Real Estate ETF 0.1 30 26 6.7 +1.3
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 46 6.1 +0.6

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:

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 12.1 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 56 bp
Equals: ALTAR Score 5.4 %
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.