iShares MSCI Finland ETF
ALTAR
Score™		 7.1% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 14.8x P/Sales
ratio		 1.3x
P/BV
ratio		 1.6x Div.
yield		 5.7%


  • 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) $29
Currency USD
Expense ratio 56 bp
Distributions Semi-Annually

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) $20,359
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 18.3 %
SAMPO OYJ CLASS A 9.6 %
NOKIA OYJ 7.7 %
KONE OYJ-B 7.0 %
WARTSILA OYJ 6.0 %
UPM-KYMMENE OYJ 3.9 %
ORION OYJ CLASS B 3.9 %
METSO CORPORATION 3.9 %
FORTUM OYJ 3.6 %
NESTE OIL OYJ 3.6 %
Total 67.3 %

TOP COUNTRY EXPOSURE
FINLAND 91.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
24.2% 13.5% 4.4% 5.3% 6.7%

Market Correlations
versus... Beta R-squared
S&P500 0.64 31%
MSCI EAFE 0.84 61%
MSCI Emg. Mkts. 0.69 43%

Technical Indicators
Recent close $41.75
30d moving avg. $41.30
Annualized volatility 17.6%
Short interest (ETF) 0.4%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.3%
Bid/Ask (% of price) 0.52%
ADV underlying (mns) $259

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 212 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™: 7.1%


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
(%)
IDOG ALPS International Sector Dividend Dogs ETF 10.2 50 6 12.1 +5.0
CUT Invesco MSCI Global Timber ETF 9.4 61 -5 10.3 +3.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 7.9 58 -2 8.8 +1.7
BOTT Themes Robotics & Automation ETF 7.7 35 21 4.1 -3.0
WOOD iShares Global Timber & Forestry ETF 6.8 42 14 12.0 +4.8
HEDJ WisdomTree Europe Hedged Equity Fund 5.3 58 -2 6.6 -0.6
FICS First Trust International Developed Capital Strength ETF 4.3 70 -14 7.3 +0.2
GNR SPDR S&P Global Natural Resources ETF 4.2 40 16 11.0 +3.8
VCLN Virtus Duff & Phelps Clean Energy ETF 3.6 59 -3 5.0 -2.2
CRAK VanEck Oil Refiners ETF 3.6 61 -5 13.7 +6.6
AZTD Aztlan Global Stock Selection DM SMID ETF 3.4 75 -19 7.4 +0.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.4 75 -19 7.8 +0.6
RFEU First Trust Riverfront Dynamic Europe ETF 3.4 83 -27 10.6 +3.5
OEUR ALPS O'Shares Europe Quality Dividend ETF 3.3 48 8 6.1 -1.1
FID First Trust S&P International Dividend Aristocrats ETF 3.2 60 -4 7.9 +0.7
SCHY Schwab International Dividend Equity ETF 3.1 14 42 9.7 +2.5
BKCI BNY Mellon Concentrated International ETF 3.0 80 -24 5.3 -1.9
NLR VanEck Uranium+Nuclear Energy ETF 3.0 61 -5 1.8 -5.3
EZU iShares MSCI Eurozone ETF 3.0 52 4 6.8 -0.4
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.7 22 34 5.8 -1.4
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.6 60 -4 11.1 +3.9
EUFN iShares MSCI Europe Financials ETF 2.5 51 5 7.9 +0.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 2.5 45 11 6.9 -0.2
WDIV SPDR S&P Global Dividend ETF 2.5 40 16 9.2 +2.1
DIM WisdomTree International MidCap Dividend Fund 2.4 58 -2 7.5 +0.4
DFIS Dimensional International Small Cap ETF 2.4 39 17 7.3 +0.2
IDAT iShares Future Cloud 5G and Tech ETF 2.3 47 9 4.7 -2.5
INEQ Columbia International Equity Income ETF 2.1 45 11 8.1 +0.9
IEUS iShares MSCI Europe Small-Cap ETF 2.1 42 14 7.2 +0.1
DISV Dimensional International Small Cap Value ETF 2.1 42 14 9.1 +1.9
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.1 32 24 6.0 -1.1
EUDV ProShares MSCI Europe Dividend Growers ETF 2.1 55 1 6.2 -0.9
WWJD Inspire International ETF 2.1 80 -24 7.3 +0.2
JHID John Hancock International High Dividend ETF 2.0 46 10 9.5 +2.4
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 2.0 9 47 9.1 +1.9
QINT American Century Quality Diversified International ETF 1.9 39 17 7.3 +0.2
DFSI Dimensional International Sustainability Core 1 ETF 1.9 24 32 6.3 -0.8
NUKZ Range Nuclear Renaissance Index ETF 1.8 85 -29 2.1 -5.1
DFE WisdomTree Europe SmallCap Dividend Fund 1.8 58 -2 8.0 +0.9
INTF iShares International Equity Factor ETF 1.7 15 41 7.6 +0.4
DMXF iShares ESG Advanced MSCI EAFE ETF 1.7 12 44 5.5 -1.6
IQDF FlexShares International Quality Dividend Index Fund 1.7 47 9 8.9 +1.8
IEUR iShares Core MSCI Europe ETF 1.7 11 45 7.4 +0.3
VWID Virtus WMC International Dividend ETF 1.7 49 7 8.5 +1.3
FEUZ First Trust Eurozone AlphaDEX ETF 1.6 80 -24 9.1 +2.0
FEZ SPDR EURO STOXX 50 ETF 1.6 29 27 7.2 +0.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.6 70 -14 4.8 -2.3
ESGD iShares ESG Aware MSCI EAFE ETF 1.6 20 36 6.7 -0.4
FENI Fidelity Enhanced International ETF 1.6 28 28 6.6 -0.5
EFV iShares MSCI EAFE Value ETF 1.6 34 22 9.1 +1.9
DXIV Dimensional International Vector Equity ETF 1.6 34 22 7.8 +0.7
IDHQ Invesco S&P International Developed High Quality ETF 1.5 29 27 6.6 -0.5
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.5 65 -9 4.3 -2.9
BOTZ Global X Robotics & Artificial Intelligence ETF 1.5 69 -13 2.4 -4.8
OCEN IQ Clean Oceans ETF 1.5 45 11 6.0 -1.1
IDLV Invesco S&P International Developed Low Volatility ETF 1.5 25 31 6.3 -0.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.5 30 26 7.0 -0.1
DFIC Dimensional International Core Equity 2 ETF 1.5 23 33 7.4 +0.3
EV Mast Global Battery Recycling & Production ETF 1.5 65 -9 10.5 +3.3
ETEC iShares Breakthrough Environmental Solutions ETF 1.4 47 9 3.3 -3.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.4 47 9 8.4 +1.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.4 58 -2 6.9 -0.2
DLS WisdomTree International SmallCap Dividend Fund 1.4 58 -2 8.1 +0.9
SPEU SPDR Portfolio Europe ETF 1.4 7 49 7.4 +0.3
VGK Vanguard FTSE Europe ETF 1.4 6 50 7.5 +0.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.4 14 42 6.2 -0.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.3 12 44 6.0 -1.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.3 24 32 7.4 +0.3
IDV iShares International Select Dividend ETF 1.3 51 5 10.6 +3.5
VYMI Vanguard International High Dividend Yield ETF 1.3 17 39 9.5 +2.4
DTH WisdomTree International High Dividend Fund 1.3 58 -2 8.4 +1.3
CIL VictoryShares International Volatility Wtd ETF 1.3 45 11 6.6 -0.5
PPIE Putnam PanAgora ESG International Equity ETF 1.3 49 7 7.4 +0.3
IMFL Invesco International Developed Dynamic Multifactor ETF 1.3 34 22 6.1 -1.1
TPIF Timothy Plan International ETF 1.3 62 -6 6.2 -0.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.3 29 27 7.7 +0.6
KNO AXS Knowledge Leaders ETF 1.2 78 -22 6.0 -1.2
IEV iShares Europe ETF 1.2 67 -11 6.9 -0.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.2 46 10 9.9 +2.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.2 45 11 8.8 +1.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.2 50 6 6.0 -1.2
BBEU JPMorgan BetaBuilders Europe ETF 1.2 9 47 7.2 +0.1
NXTG First Trust Indxx NextG ETF 1.2 70 -14 5.3 -1.9
FNDC Schwab Fundamental International Small Co. Index ETF 1.2 39 17 5.8 -1.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 1.2 25 31 7.3 +0.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.2 39 17 6.7 -0.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.2 46 10 6.7 -0.5
MNTL Tema Neuroscience and Mental Health ETF 1.1 75 -19 -1.0 -8.1
FLEE Franklin FTSE Europe ETF 1.1 9 47 7.3 +0.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.1 45 11 4.0 -3.2
DFAI Dimensional International Core Equity Market ETF 1.1 18 38 7.1 -0.0
IVLU iShares MSCI Intl Value Factor ETF 1.1 30 26 10.4 +3.2
EFA iShares MSCI EAFE ETF 1.1 35 21 6.7 -0.4
BLES Inspire Global Hope ETF 1.1 61 -5 6.8 -0.4
IEFA iShares Core MSCI EAFE ETF 1.0 7 49 7.0 -0.1
FNDF Schwab Fundamental International Large Co. Index ETF 1.0 25 31 9.6 +2.5
DWM WisdomTree International Equity Fund 1.0 48 8 7.4 +0.2
IQLT iShares MSCI Intl Quality Factor ETF 1.0 30 26 6.3 -0.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.0 40 16 7.4 +0.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.0 58 -2 7.1 -0.1
IQSI IQ Candriam International Equity ETF 1.0 15 41 6.6 -0.5
SCHC Schwab International Small-Cap Equity ETF 0.9 11 45 6.6 -0.5
IBOT Vaneck Robotics ETF 0.9 47 9 4.3 -2.8
HAP VanEck Natural Resources ETF 0.9 50 6 9.4 +2.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.9 40 16 6.9 -0.3
IQDG WisdomTree International Quality Dividend Growth Fund 0.9 42 14 7.3 +0.2
IDEV iShares Core MSCI International Developed Markets ETF 0.9 4 52 7.0 -0.2
JHMD John Hancock Multifactor Developed International ETF 0.9 39 17 7.6 +0.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.9 30 26 7.9 +0.7
DTAN Sparkline International Intangible Value ETF 0.9 55 1 8.5 +1.4
RFDI First Trust Riverfront Dynamic Developed International ETF 0.9 83 -27 9.4 +2.2
MXI iShares Global Materials ETF 0.9 41 15 7.6 +0.4
SCHF Schwab International Equity ETF 0.9 6 50 7.3 +0.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.9 20 36 6.3 -0.8
VEA Vanguard FTSE Developed Markets ETF 0.9 3 53 7.2 +0.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 0 10.7 +3.5
DIHP Dimensional International High Profitability ETF 0.8 29 27 7.2 +0.0
VIDI Vident International Equity Strategy ETF 0.8 61 -5 10.9 +3.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.8 25 31 7.1 -0.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 -9 2.1 -5.1
DIVI Franklin International Core Dividend Tilt Index ETF 0.8 9 47 7.9 +0.8
AVDV Avantis International Small Cap Value ETF 0.8 36 20 9.5 +2.4
JPIN J.P. Morgan Diversified Return International Equity ETF 0.8 37 19 8.3 +1.2
AVIV Avantis International Large Cap Value ETF 0.8 25 31 8.6 +1.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.8 20 36 6.9 -0.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.7 36 20 6.5 -0.6
TEMP JPMorgan Climate Change Solutions ETF 0.7 49 7 5.8 -1.4
ISCF iShares International SmallCap Equity Factor ETF 0.7 23 33 8.2 +1.0
DGT SPDR Global Dow ETF 0.7 50 6 7.0 -0.1
STXI Strive International Developed Markets ETF 0.7 29 27 6.7 -0.5
AVSD Avantis Responsible International Equity ETF 0.7 23 33 5.7 -1.5
TTAI FCF International Quality ETF 0.7 59 -3 7.2 +0.1
DWX SPDR S&P International Dividend ETF 0.7 45 11 6.1 -1.0
VSGX Vanguard ESG International Stock ETF 0.7 10 46 7.7 +0.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 8 48 6.1 -1.0
BKIE BNY Mellon International Equity ETF 0.7 4 52 7.0 -0.1
AVDE Avantis International Equity ETF 0.7 23 33 7.4 +0.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.7 34 22 7.8 +0.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.7 3 53 7.0 -0.1
FEP First Trust Europe AlphaDEX Fund 0.6 80 -24 9.1 +2.0
IXUS iShares Core MSCI Total International Stock ETF 0.6 7 49 7.9 +0.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.6 20 36 7.1 -0.1
VXUS Vanguard Total International Stock ETF 0.6 5 51 7.9 +0.8
WRND IQ Global Equity R&D Leaders ETF 0.6 18 38 8.2 +1.1
DOL WisdomTree International LargeCap Dividend Fund 0.6 48 8 7.2 +0.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 44 5.2 -2.0
AVDS Avantis International Small Cap Equity ETF 0.6 30 26 7.3 +0.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.6 39 17 7.9 +0.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 7 6.8 -0.3
EXI iShares Global Industrials ETF 0.6 42 14 4.5 -2.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.6 39 17 11.0 +3.9
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.6 35 21 6.6 -0.5
CLNR IQ Cleaner Transport ETF 0.5 45 11 6.6 -0.5
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.5 65 -9 12.1 +4.9
EFG iShares MSCI EAFE Growth ETF 0.5 36 20 4.4 -2.8
RCGE RockCreek Global Equality ETF 0.5 95 -39 6.7 -0.5
TRFK Pacer Data and Digital Revolution ETF 0.5 60 -4 3.0 -4.1
RWX SPDR Dow Jones International Real Estate ETF 0.5 59 -3 6.9 -0.3
KNCT Invesco Next Gen Connectivity ETF 0.5 40 16 4.8 -2.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.5 20 36 6.5 -0.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 4 52 8.1 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 26 5.9 -1.2
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.5 60 -4 3.6 -3.5
CGW Invesco S&P Global Water Index ETF 0.5 57 -1 4.6 -2.6
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -24 11.8 +4.6
DFIV Dimensional International Value ETF 0.5 27 29 9.6 +2.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 15 7.5 +0.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 38 7.9 +0.7
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 26 7.7 +0.5
FEOE First Eagle Overseas Equity ETF 0.4 79 -23 8.0 +0.9
FDEV Fidelity International Multifactor ETF 0.4 18 38 7.5 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 36 6.2 -1.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.4 80 -24 5.0 -2.1
JXI iShares Global Utilities ETF 0.4 43 13 5.9 -1.3
NUDM Nuveen ESG International Developed Markets Equity ETF 0.4 31 25 6.3 -0.9
GWX SPDR S&P International Small Cap ETF 0.3 40 16 6.0 -1.1
IFGL iShares International Developed Real Estate ETF 0.3 48 8 7.0 -0.2
IMTM iShares MSCI Intl Momentum Factor ETF 0.3 30 26 5.5 -1.7
RODE Hartford Multifactor Diversified International ETF 0.3 29 27 11.4 +4.2
BULD Pacer BlueStar Engineering the Future ETF 0.3 60 -4 0.5 -6.7
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -12 3.8 -3.3
PATN Pacer Nasdaq International Patent Leaders ETF 0.3 65 -9 6.2 -0.9
JSTC Adasina Social Justice All Cap Global ETF 0.3 89 -33 4.8 -2.4
IXC iShares Global Energy ETF 0.3 44 12 10.0 +2.9
FILL iShares MSCI Global Energy Producers ETF 0.3 39 17 11.6 +4.4
TOK iShares MSCI Kokusai ETF 0.3 26 30 5.0 -2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 14 5.4 -1.8
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.3 12 44 8.1 +1.0
IGRO iShares International Dividend Growth ETF 0.3 15 41 7.3 +0.1
URTH iShares MSCI World ETF 0.3 24 32 5.1 -2.1
GLOF iShares Global Equity Factor ETF 0.3 20 36 6.5 -0.7
GQRE FlexShares Global Quality Real Estate Index Fund 0.2 45 11 7.8 +0.6
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.2 10 46 8.0 +0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 47 5.7 -1.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.2 80 -24 9.6 +2.5
VT Vanguard Total World Stock ETF 0.2 6 50 5.9 -1.3
ACWI iShares MSCI ACWI ETF 0.2 32 24 5.5 -1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 31 5.9 -1.3
IXG iShares Global Financials ETF 0.2 42 14 6.5 -0.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 47 5.2 -2.0
SHPP Pacer Industrials and Logistics ETF 0.2 60 -4 8.6 +1.5
ERET iShares Environmentally Aware Real Estate ETF 0.2 30 26 7.3 +0.2
KXI iShares Global Consumer Staples ETF 0.2 41 15 5.5 -1.6
IXP iShares Global Comm Services ETF 0.2 42 14 5.6 -1.5
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 6 7.0 -0.2
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 17 12.7 +5.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 36 5.6 -1.5
IXN iShares Global Tech ETF 0.1 41 15 3.6 -3.6
FIDI Fidelity International High Dividend ETF 0.1 18 38 8.7 +1.5
JIRE JPMorgan International Research Enhanced Equity ETF 0.1 24 32 7.2 +0.0
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 46 6.3 -0.8
DEW WisdomTree Global High Dividend Fund 0.1 58 -2 8.4 +1.2

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 12.2 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 56 bp
Equals: ALTAR Score 7.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 CATEGORY
AVERAGE		 1.63
 
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.