Amplify Emerging Markets FinTech ETF
ALTAR
Score™		 5.4% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 11.5x P/Sales
ratio		 1.3x
P/BV
ratio		 1.3x Div.
yield		 1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EMFQ tracks an equally weighted index of financial technology companies in emerging and frontier economies.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Amplify Investments
Website amplifyetfs.com/emfq
Inception date Jan 30, 2019
Assets (mns) $2
Currency USD
Expense ratio 69 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Equal
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 38
Wgt avg mkt cap (mns) $21,018
Large cap (>$10bn) 27.9%
Mid cap ($2-10bn) 33.2%
Small cap (<$2bn) 38.9%
Developed mkts 33.8%
Emerging mkts 66.2%

TOP TEN HOLDINGS
BC TECHNOLOGY GROUP LIMITED 4.6 %
SEA LTD. (SINGAPORE) SPONSORED ADR 4.2 %
JUMIA TECHNOLOGIES AG SPONSORED AD 4.0 %
LUFAX HOLDING LIMITED SPONSORED AD 3.7 %
FUTU HOLDINGS LTD. SPONSORED ADR C 3.6 %
NU HOLDINGS LTD. CLASS A 3.6 %
PAX GLOBAL TECHNOLOGY LTD 3.5 %
SAPIENS INTERNATIONAL CORP 3.4 %
GRAB HOLDINGS LTD. (SINGAPORE) CLA 3.3 %
NETWORK INTERNATIONAL HOLDINGS PLC 3.1 %
Total 36.8 %

TOP COUNTRY EXPOSURE
CHINA 30.6 %
BRAZIL 10.1 %
SOUTH KOREA 7.7 %
SINGAPORE 7.5 %
HONG KONG 7.1 %
ISRAEL 5.4 %
INDONESIA 4.2 %
GERMANY 4.0 %
CAYMAN ISLANDS 3.6 %
UAE 3.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.6% 7.4% -3.8% -- -2.3%

Market Correlations
versus... Beta R-squared
S&P500 1.03 45%
MSCI EAFE 1.21 57%
MSCI Emg. Mkts. 1.35 76%

Technical Indicators
Recent close $20.44
30d moving avg. $21.08
Annualized volatility 27.3%
Short interest (ETF) 0.0%
Relative strength (RSI) 66

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $2,846

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 446 potential alternatives to the Amplify Emerging Markets FinTech ETF ETF based on the alternatives' overlap in portfolio holdings with EMFQ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EMFQ Expense: 69 bp ALTAR Score™: 5.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EMFQ
Ticker Fund
Name		 Overlap1
vs EMFQ
(%)		 Expense
ratio
(bp)		 Savings
vs EMFQ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EMFQ
(%)
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 19.5 86 -17 1.9 -3.5
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 16.4 86 -17 1.9 -3.5
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 12.4 60 9 0.9 -4.5
KWEB KraneShares CSI China Internet ETF 8.6 69 0 -0.7 -6.1
BPAY BlackRock Future Financial and Technology ETF 8.0 70 -1 8.3 +2.9
JCHI JPMorgan Active China ETF 7.9 65 4 7.9 +2.5
MCH Matthews China Active ETF 7.9 79 -10 6.1 +0.6
ARKF ARK Fintech Innovation ETF 7.8 75 -6 -2.2 -7.6
AOTG AOT Growth and Innovation ETF 7.5 75 -6 3.0 -2.4
EWS iShares MSCI Singapore ETF 7.4 50 19 4.0 -1.4
EBIZ Global X E-Commerce ETF 7.1 50 19 1.2 -4.3
FBZ First Trust Brazil AlphaDEX Fund 6.7 80 -11 11.9 +6.5
ESPO VanEck Video Gaming and eSports ETF 6.3 56 13 4.5 -0.9
MCHI iShares MSCI China ETF 6.2 59 10 8.9 +3.5
FLCH Franklin FTSE China ETF 6.2 19 50 9.6 +4.2
METV Roundhill Ball Metaverse ETF 6.2 59 10 3.4 -2.1
FDNI First Trust Dow Jones International Internet ETF 6.1 65 4 2.8 -2.6
PXH Invesco FTSE RAFI Emerging Markets ETF 6.1 49 20 12.4 +7.0
FXI iShares China Large-Cap ETF 6.0 74 -5 9.6 +4.1
FLN First Trust Latin America AlphaDEX Fund 6.0 80 -11 11.1 +5.7
GXC SPDR S&P China ETF 5.7 59 10 9.0 +3.6
KALL KraneShares MSCI All China Index ETF 5.7 49 20 9.4 +3.9
EMC Global X Emerging Markets Great Consumer ETF 5.7 75 -6 4.9 -0.6
CN Xtrackers MSCI All China Equity ETF 5.5 50 19 8.7 +3.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 5.5 33 36 7.2 +1.7
MEM Matthews Emerging Markets Equity Active ETF 5.4 79 -10 5.7 +0.3
CGXU Capital Group International Focus Equity ETF 5.4 54 15 4.1 -1.3
FINX Global X FinTech ETF 5.3 68 1 3.2 -2.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 5.3 39 30 12.5 +7.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 5.3 36 33 7.5 +2.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 5.2 70 -1 6.3 +0.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 5.2 32 37 5.7 +0.3
BKF iShares MSCI BIC ETF 5.2 69 0 7.1 +1.7
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 5.2 15 54 7.1 +1.7
MINV Matthews Asia Innovators Active ETF 5.2 79 -10 2.8 -2.6
BKEM BNY Mellon Emerging Markets Equity ETF 5.2 11 58 7.7 +2.3
TCHI iShares MSCI China Multisector Tech ETF 5.1 59 10 3.0 -2.4
AIA iShares Asia 50 ETF 5.1 50 19 6.9 +1.5
BLOK Amplify Transformational Data Sharing ETF 5.1 75 -6 1.1 -4.3
BRAZ Global X Brazil Active ETF 5.1 75 -6 10.3 +4.9
ONLN ProShares Online Retail ETF 5.0 58 11 3.1 -2.4
GBUY Goldman Sachs Future Consumer Equity ETF 4.9 75 -6 3.1 -2.3
BITQ Bitwise Crypto Industry Innovators ETF 4.9 85 -16 -4.7 -10.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.8 39 30 -1.3 -6.8
EEMA iShares MSCI Emerging Markets Asia ETF 4.8 49 20 6.7 +1.2
SPEM SPDR Portfolio Emerging Markets ETF 4.8 7 62 7.5 +2.1
KTEC KraneShares Hang Seng TECH Index ETF 4.8 69 0 -3.9 -9.4
FLAX Franklin FTSE Asia Ex Japan ETF 4.7 19 50 7.2 +1.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 4.7 66 3 7.2 +1.8
VWO Vanguard FTSE Emerging Markets ETF 4.7 8 61 7.6 +2.2
EEM iShares MSCI Emerging Markets ETF 4.7 69 0 7.0 +1.5
SCHE Schwab Emerging Markets Equity ETF 4.7 11 58 7.6 +2.2
GMF SPDR S&P Emerging Asia Pacific ETF 4.7 49 20 6.4 +0.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 4.6 30 39 7.5 +2.1
ESGE iShares ESG Aware MSCI EM ETF 4.5 25 44 7.7 +2.3
PGJ Invesco Golden Dragon China ETF 4.4 70 -1 4.9 -0.5
IEMG iShares Core MSCI Emerging Markets ETF 4.4 9 60 7.5 +2.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 4.3 75 -6 5.4 -0.1
ODDS Pacer BlueStar Digital Entertainment ETF 4.3 60 9 3.0 -2.4
EMGF iShares Emerging Markets Equity Factor ETF 4.2 25 44 8.7 +3.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 4.2 45 24 8.6 +3.2
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 4.2 20 49 7.5 +2.1
LDEM iShares ESG MSCI EM Leaders ETF 4.2 17 52 7.7 +2.3
GFOF Grayscale Future of Finance ETF 4.1 70 -1 -4.0 -9.4
DFAE Dimensional Emerging Core Equity Market ETF 4.1 35 34 7.7 +2.3
ECON Columbia Emerging Markets Consumer ETF 4.1 49 20 4.8 -0.7
IPO Renaissance IPO ETF 4.0 60 9 -3.2 -8.6
MOTI VanEck Morningstar International Moat ETF 3.9 58 11 6.9 +1.5
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 3.9 95 -26 11.4 +6.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 3.9 38 31 8.2 +2.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 3.9 59 10 9.6 +4.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 3.8 41 28 7.8 +2.4
DINT Davis Select International ETF 3.8 55 14 4.7 -0.7
DWLD Davis Select Worldwide ETF 3.8 63 6 5.6 +0.2
ANEW ProShares MSCI Transformational Changes ETF 3.7 45 24 3.3 -2.1
BUYZ Franklin Disruptive Commerce ETF 3.7 50 19 2.1 -3.4
JHEM John Hancock Multifactor Emerging Markets ETF 3.7 49 20 8.3 +2.9
ILF iShares Latin America 40 ETF 3.6 48 21 10.3 +4.9
FPXI First Trust International Equity Opportunities ETF 3.6 70 -1 3.6 -1.8
FDEM Fidelity Emerging Markets Multifactor ETF 3.5 25 44 11.9 +6.5
CHAT Roundhill Generative AI & Technology ETF 3.5 75 -6 4.2 -1.2
PNQI Invesco NASDAQ Internet ETF 3.4 60 9 2.6 -2.8
OND ProShares On-Demand ETF 3.3 58 11 -2.5 -7.9
NUEM Nuveen ESG Emerging Markets Equity ETF 3.3 36 33 6.8 +1.4
JIG JPMorgan International Growth ETF 3.3 55 14 4.3 -1.1
AVEM Avantis Emerging Markets Equity ETF 3.2 33 36 9.1 +3.7
ISHP First Trust Nasdaq Retail ETF 3.1 60 9 3.2 -2.3
TIME Clockwise Core Equity & Innovation ETF 3.1 95 -26 2.0 -3.5
IBUY Amplify Online Retail ETF 3.1 65 4 1.8 -3.6
WUGI AXS Esoterica NextG Economy ETF 3.0 75 -6 2.1 -3.3
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -1 2.3 -3.1
MOON Direxion Moonshot Innovators ETF 2.9 65 4 0.0 -5.4
EMXF iShares ESG Advanced MSCI EM ETF 2.8 16 53 7.4 +2.0
DFEV Dimensional Emerging Markets Value ETF 2.7 43 26 10.9 +5.5
GINN Goldman Sachs Innovate Equity ETF 2.7 52 17 2.7 -2.7
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 2.7 32 37 6.3 +0.8
INNO Harbor Disruptive Innovation ETF 2.7 75 -6 -3.5 -8.9
OGIG ALPS O'Shares Global Internet Giants ETF 2.7 48 21 0.5 -5.0
SMCP AlphaMark Actively Managed Small Cap ETF 2.7 90 -21 6.8 +1.4
AADR AdvisorShares Dorsey Wright ADR ETF 2.5 110 -41 5.4 -0.1
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.5 106 -37 2.9 -2.5
ARGT Global X MSCI Argentina ETF 2.5 59 10 7.4 +2.0
CLOD Themes Cloud Computing ETF 2.5 35 34 3.7 -1.8
AIQ Global X Artificial Intelligence & Technology ETF 2.5 68 1 4.2 -1.3
MILN Global X Millennial Consumer ETF 2.4 50 19 2.4 -3.0
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 2.3 40 29 7.1 +1.7
OSCV Opus Small Cap Value ETF 2.3 79 -10 6.4 +1.0
XNTK SPDR NYSE Technology ETF 2.3 35 34 4.0 -1.5
IZRL ARK Israel Innovative Technology ETF 2.2 49 20 1.5 -4.0
CBSE Clough Select Equity ETF 2.2 85 -16 -2.3 -7.7
SFYF SoFi Social 50 ETF 2.2 29 40 -2.6 -8.1
IVRS iShares Future Metaverse Tech and Communications ETF 2.2 47 22 -5.3 -10.7
KOIN Capital Link Global Fintech Leaders ETF 2.2 75 -6 4.6 -0.8
DEHP Dimensional Emerging Markets High Profitability ETF 2.2 41 28 7.3 +1.9
SOCL Global X Social Media ETF 2.2 65 4 -5.8 -11.2
IXP iShares Global Comm Services ETF 2.2 42 27 5.3 -0.1
ARVR First Trust Indxx Metaverse ETF 2.2 70 -1 2.5 -2.9
MRAD SmartETFs Advertising & Marketing Technology ETF 2.2 68 1 4.2 -1.2
CQQQ Invesco China Technology ETF 2.2 70 -1 -5.7 -11.1
FMET Fidelity Metaverse ETF 2.2 39 30 4.4 -1.1
GGME Invesco Next Gen Media and Gaming ETF 2.2 60 9 4.1 -1.3
CGRO CoreValues Alpha Greater China Growth ETF 2.2 75 -6 2.6 -2.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.2 42 27 6.8 +1.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.2 75 -6 3.2 -2.3
TRFM AAM Transformers ETF 2.1 49 20 1.2 -4.2
IWFH iShares Virtual Work and Life Multisector ETF 2.0 47 22 -3.5 -8.9
TMFG Motley Fool Global Opportunities ETF 2.0 85 -16 3.3 -2.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 30 4.9 -0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 2.0 80 -11 4.5 -0.9
ARKW ARK Next Generation Internet ETF 2.0 87 -18 -2.9 -8.3
WRND IQ Global Equity R&D Leaders ETF 2.0 18 51 7.2 +1.8
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 1.9 68 1 8.8 +3.4
RXI iShares Global Consumer Discretionary ETF 1.9 41 28 5.5 +0.1
DSTX Distillate International Fundamental Stability & Value ETF 1.9 55 14 8.0 +2.6
CHIQ Global X MSCI China Consumer Discretionary ETF 1.9 65 4 5.3 -0.1
KOMP SPDR S&P Kensho New Economies Composite ETF 1.9 20 49 2.1 -3.3
ACWX iShares MSCI ACWI ex U.S. ETF 1.9 34 35 6.7 +1.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.8 78 -9 8.8 +3.4
PTEC Global X PropTech ETF 1.8 50 19 1.7 -3.8
FXO First Trust Financials AlphaDEX Fund 1.8 62 7 9.2 +3.8
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 17 5.8 +0.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.8 47 22 0.7 -4.8
FID First Trust S&P International Dividend Aristocrats ETF 1.8 60 9 9.8 +4.4
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 24 4.6 -0.8
EPP iShares MSCI Pacific ex-Japan ETF 1.8 47 22 5.4 -0.1
HAIL SPDR S&P Kensho Smart Mobility ETF 1.8 45 24 -2.0 -7.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.7 41 28 6.7 +1.2
CWI SPDR MSCI ACWI ex-US ETF 1.7 30 39 6.8 +1.4
SDIV Global X Superdividend ETF 1.7 58 11 17.6 +12.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 1.7 30 39 8.5 +3.1
VEU Vanguard FTSE All-World ex-US Index Fund 1.6 8 61 7.2 +1.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.6 61 8 -4.0 -9.4
EMM Global X Emerging Markets ex-China ETF 1.6 75 -6 3.7 -1.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.6 65 4 8.4 +2.9
IXUS iShares Core MSCI Total International Stock ETF 1.6 7 62 6.9 +1.5
BTEK Future Tech ETF 1.6 88 -19 2.1 -3.3
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 40 5.2 -0.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.6 68 1 5.3 -0.2
PSC Principal U.S. Small-Cap ETF 1.6 38 31 6.6 +1.1
EZA iShares MSCI South Africa ETF 1.6 58 11 11.4 +6.0
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 1.6 75 -6 5.2 -0.2
AVES Avantis Emerging Markets Value ETF 1.6 36 33 12.1 +6.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.6 60 9 5.6 +0.1
EEMO Invesco S&P Emerging Markets Momentum ETF 1.5 29 40 6.2 +0.7
VXUS Vanguard Total International Stock ETF 1.5 7 62 7.1 +1.7
NULG Nuveen ESG Large-Cap Growth ETF 1.5 26 43 4.4 -1.0
BWEB Bitwise Web3 ETF 1.4 85 -16 0.9 -4.5
KOCG FIS Knights of Columbus Global Belief ETF 1.4 75 -6 5.3 -0.1
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 1.4 75 -6 1.6 -3.9
NULC Nuveen ESG Large-Cap ETF 1.4 21 48 5.5 +0.1
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 1.4 60 9 10.0 +4.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.4 8 61 4.9 -0.6
EWH iShares MSCI Hong Kong ETF 1.3 50 19 7.0 +1.5
ECNS iShares MSCI China Small-Cap ETF 1.3 59 10 14.2 +8.7
WDIV SPDR S&P Global Dividend ETF 1.3 40 29 10.2 +4.8
MVPS Amplify Thematic All-Stars ETF 1.3 49 20 1.7 -3.8
ROAM Hartford Multifactor Emerging Markets ETF 1.2 44 25 11.7 +6.3
DTEC ALPS Disruptive Technologies ETF 1.1 50 19 3.3 -2.1
FEM First Trust Emerging Markets AlphaDEX Fund 1.1 80 -11 16.3 +10.9
PWB Invesco Large Cap Growth ETF 1.1 56 13 3.1 -2.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.1 61 8 -13.0 -18.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.1 40 29 4.1 -1.3
VCR Vanguard Consumer Discretionary ETF 1.1 10 59 4.7 -0.7
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 1.1 18 51 7.9 +2.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.0 56 13 1.7 -3.8
BKCH Global X Blockchain ETF 1.0 50 19 -5.2 -10.6
DBLV AdvisorShares DoubleLine Value Equity ETF 1.0 90 -21 7.5 +2.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.0 75 -6 3.8 -1.7
IOO iShares Global 100 ETF 1.0 41 28 4.8 -0.6
CZA Invesco Zacks Mid-Cap ETF 1.0 72 -3 6.3 +0.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.9 12 57 7.3 +1.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 34 4.8 -0.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.9 50 19 10.5 +5.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 58 11 4.8 -0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 54 4.7 -0.7
VSGX Vanguard ESG International Stock ETF 0.9 12 57 6.8 +1.4
SCAP InfraCap Small Cap Income ETF 0.9 135 -66 7.2 +1.8
QQQN VictoryShares Nasdaq Next 50 ETF 0.9 18 51 4.5 -0.9
PSCF Invesco S&P SmallCap Financials ETF 0.9 29 40 10.2 +4.8
XSHQ Invesco S&P SmallCap Quality ETF 0.8 29 40 10.1 +4.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 49 5.6 +0.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.8 30 39 7.8 +2.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 44 6.9 +1.4
DEM WisdomTree Emerging Markets High Dividend Fund 0.8 63 6 12.9 +7.5
ACWI iShares MSCI ACWI ETF 0.8 32 37 5.5 +0.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.7 20 49 5.4 0.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 60 5.7 +0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 57 5.1 -0.4
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.7 80 -11 14.2 +8.7
VT Vanguard Total World Stock ETF 0.7 7 62 5.8 +0.4
AVLV Avantis U.S. Large Cap Value ETF 0.7 15 54 7.5 +2.1
JGRO JPMorgan Active Growth ETF 0.7 44 25 3.4 -2.0
DFNL Davis Select Financial ETF 0.7 63 6 6.8 +1.4
IYF iShares U.S. Financials ETF 0.7 40 29 6.3 +0.9
LRGF iShares U.S. Equity Factor ETF 0.6 8 61 5.8 +0.4
VTWG Vanguard Russell 2000 Growth ETF 0.6 15 54 1.7 -3.7
IWO iShares Russell 2000 Growth ETF 0.6 24 45 1.4 -4.0
DGT SPDR Global Dow ETF 0.6 50 19 6.7 +1.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.6 47 22 10.3 +4.8
EIDO iShares MSCI Indonesia ETF 0.6 59 10 7.6 +2.2
IQDF FlexShares International Quality Dividend Index Fund 0.6 47 22 10.7 +5.3
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 46 3.8 -1.6
CGGO Capital Group Global Growth Equity ETF 0.5 47 22 4.3 -1.1
EWUS iShares MSCI United Kingdom Small Cap ETF 0.5 59 10 6.2 +0.8
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 56 2.8 -2.7
QQQM Invesco NASDAQ 100 ETF 0.5 15 54 4.7 -0.7
QQQ Invesco QQQ Trust Series I 0.5 20 49 4.6 -0.8
IXG iShares Global Financials ETF 0.5 42 27 6.8 +1.4
ISRA VanEck Israel ETF 0.5 59 10 8.9 +3.5
IQDE FlexShares International Quality Dividend Defensive Index ET 0.5 47 22 10.7 +5.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.5 80 -11 6.5 +1.1
AFK VanEck Africa Index ETF 0.5 98 -29 10.0 +4.6
QQMG Invesco ESG NASDAQ 100 ETF 0.5 20 49 4.7 -0.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 48 3.9 -1.5
IDX VanEck Indonesia Index ETF 0.5 57 12 7.9 +2.5
IPAC iShares Core MSCI Pacific ETF 0.5 9 60 6.7 +1.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 4 1.6 -3.8
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.5 90 -21 7.0 +1.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 30 4.5 -0.9
SLYG SPDR S&P 600 Small Cap Growth ETF 0.4 15 54 7.1 +1.6
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 54 3.7 -1.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 51 7.0 +1.6
VIDI Vident International Equity Strategy ETF 0.4 61 8 11.9 +6.5
VTWO Vanguard Russell 2000 ETF 0.4 10 59 3.9 -1.6
IWM iShares Russell 2000 ETF 0.4 19 50 3.6 -1.8
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 40 8.3 +2.9
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 33 4.8 -0.6
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 44 5.6 +0.2
ISZE iShares MSCI Intl Size Factor ETF 0.4 30 39 6.6 +1.2
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 57 7.8 +2.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 34 7.5 +2.0
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -6 7.6 +2.2
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 59 5.2 -0.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 54 5.8 +0.4
EFG iShares MSCI EAFE Growth ETF 0.4 36 33 4.1 -1.3
APIE ActivePassive International Equity ETF 0.4 45 24 7.7 +2.3
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.4 15 54 7.6 +2.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 49 6.7 +1.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.3 12 57 4.8 -0.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 44 6.8 +1.4
AVUS Avantis U.S. Equity ETF 0.3 15 54 6.0 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 59 5.2 -0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 54 6.9 +1.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 20 5.0 -0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -6 4.7 -0.7
ILCG iShares Morningstar Growth ETF 0.3 4 65 4.1 -1.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 9 8.4 +3.0
FPAG FPA Global Equity ETF 0.3 49 20 5.7 +0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 31 6.7 +1.3
GDEF Goldman Sachs Defensive Equity ETF 0.3 55 14 4.4 -1.1
IWR iShares Russell Midcap ETF 0.3 19 50 5.7 +0.3
ESGV Vanguard ESG U.S. Stock ETF 0.3 9 60 5.1 -0.4
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 44 5.4 +0.0
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 59 5.1 -0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.3 10 59 5.4 -0.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 51 4.3 -1.1
GLOF iShares Global Equity Factor ETF 0.3 20 49 7.1 +1.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -2 0.9 -4.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.3 9 60 5.0 -0.4
VYMI Vanguard International High Dividend Yield ETF 0.3 22 47 9.7 +4.3
NUSC Nuveen ESG Small-Cap ETF 0.3 31 38 5.2 -0.3
QINT American Century Quality Diversified International ETF 0.3 39 30 7.4 +2.0
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 17 7.6 +2.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.2 10 59 4.9 -0.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 57 7.7 +2.3
JRNY ALPS Global Travel Beneficiaries ETF 0.2 65 4 0.0 -5.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 31 6.7 +1.3
FBCG Fidelity Blue Chip Growth ETF 0.2 59 10 2.6 -2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 54 8.2 +2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.2 10 59 4.8 -0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 62 5.2 -0.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 59 7.8 +2.4
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 27 7.5 +2.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 34 7.6 +2.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 3 66 8.2 +2.8
IJR iShares Core S&P Small Cap ETF 0.2 6 63 8.2 +2.8
IWN iShares Russell 2000 Value ETF 0.2 24 45 5.6 +0.2
VTWV Vanguard Russell 2000 Value ETF 0.2 15 54 5.8 +0.4
RVRB Reverb ETF 0.2 30 39 5.0 -0.5
VFVA Vanguard U.S. Value Factor ETF 0.2 13 56 10.6 +5.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 34 6.4 +1.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 49 6.3 +0.8
EES WisdomTree U.S. SmallCap Fund 0.2 38 31 10.3 +4.9
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.2 35 34 5.4 +0.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 4 7.7 +2.3
EFA iShares MSCI EAFE ETF 0.2 35 34 6.4 +1.0
IWS iShares Russell Mid-Cap Value ETF 0.2 23 46 6.6 +1.2
SXQG ETC 6 Meridian Quality Growth ETF 0.2 100 -31 4.4 -1.0
VOTE TCW Transform 500 ETF 0.2 5 64 5.2 -0.2
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 27 0.0 -5.4
IEFA iShares Core MSCI EAFE ETF 0.2 7 62 2.7 -2.7
EIS iShares MSCI Israel ETF 0.2 58 11 9.5 +4.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 67 5.3 -0.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -1 7.2 +1.8
DFNV Donoghue Forlines Innovation ETF 0.2 69 0 5.0 -0.4
SSLY Syntax Stratified SmallCap ETF 0.2 40 29 7.5 +2.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 62 5.2 -0.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 49 6.7 +1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 60 5.5 +0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 69 5.3 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 58 5.2 -0.2
RNEM First Trust Emerging Markets Equity Select ETF 0.2 75 -6 8.2 +2.8
SUSA iShares MSCI USA ESG Select ETF 0.2 25 44 5.4 -0.1
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 65 6.7 +1.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 60 4.0 -1.5
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -20 4.8 -0.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 66 6.9 +1.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 33 6.4 +1.0
TOK iShares MSCI Kokusai ETF 0.2 26 43 5.3 -0.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 54 8.7 +3.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 56 5.4 -0.1
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 66 5.3 -0.2
BKIE BNY Mellon International Equity ETF 0.2 4 65 6.9 +1.5
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 54 5.2 -0.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 62 6.5 +1.1
URTH iShares MSCI World ETF 0.1 24 45 5.4 -0.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.1 24 45 7.1 +1.7
STXK Strive Small-Cap ETF 0.1 18 51 5.5 +0.1
PBUS Invesco MSCI USA ETF 0.1 4 65 5.3 -0.2
NUDM Nuveen ESG International Developed Markets Equity ETF 0.1 31 38 6.4 +1.0
OCEN IQ Clean Oceans ETF 0.1 45 24 5.3 -0.1
SIZE iShares MSCI USA Size Factor ETF 0.1 15 54 6.0 +0.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.1 4 65 5.7 +0.3
EUSA iShares MSCI USA Equal Weighted ETF 0.1 9 60 6.1 +0.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 44 5.7 +0.2
DEW WisdomTree Global High Dividend Fund 0.1 58 11 9.1 +3.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 40 7.4 +2.0
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 54 7.6 +2.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 29 0.0 -5.4
GWX SPDR S&P International Small Cap ETF 0.1 40 29 6.6 +1.2
SMMD iShares Russell 2500 ETF 0.1 15 54 6.0 +0.6
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 49 6.0 +0.5
DFAS Dimensional U.S. Small Cap ETF 0.1 26 43 6.0 +0.6
EWY iShares MSCI South Korea ETF 0.1 58 11 8.5 +3.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 57 5.4 -0.0
JIRE JPMorgan International Research Enhanced Equity ETF 0.1 24 45 6.7 +1.3
SCHC Schwab International Small-Cap Equity ETF 0.1 11 58 6.4 +1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 37 5.2 -0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 45 7.8 +2.4
DFIS Dimensional International Small Cap ETF 0.1 39 30 6.7 +1.3
ESGD iShares ESG Aware MSCI EAFE ETF 0.1 20 49 6.3 +0.9
XC WisdomTree Emerging Markets Ex-China Fund 0.1 32 37 6.2 +0.8
FLKR Franklin FTSE South Korea ETF 0.1 9 60 9.4 +3.9
REVS Columbia Research Enhanced Value ETF 0.1 19 50 7.7 +2.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 31 8.1 +2.7
IWV iShares Russell 3000 ETF 0.1 20 49 5.0 -0.4
VTHR Vanguard Russell 3000 ETF 0.1 10 59 5.1 -0.3
VBR Vanguard Small Cap Value ETF 0.1 7 62 8.2 +2.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 27 5.1 -0.3
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 44 6.7 +1.3
SCHA Schwab U.S. Small-Cap ETF 0.1 4 65 4.9 -0.5
IWF iShares Russell 1000 Growth ETF 0.1 19 50 4.7 -0.7
IWB iShares Russell 1000 ETF 0.1 15 54 5.1 -0.3
VONG Vanguard Russell 1000 Growth ETF 0.1 8 61 4.8 -0.6
VONE Vanguard Russell 1000 ETF 0.1 8 61 5.2 -0.2
VONV Vanguard Russell 1000 Value ETF 0.1 8 61 6.7 +1.3
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.1 85 -16 -0.9 -6.3
IWD iShares Russell 1000 Value ETF 0.1 19 50 6.6 +1.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 30 7.6 +2.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 63 2.5 -3.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 8 7.2 +1.8
FMIL Fidelity New Millennium ETF 0.1 59 10 4.3 -1.1
ISCB iShares Morningstar Small-Cap ETF 0.1 4 65 5.3 -0.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 30 9.4 +4.0
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 49 7.1 +1.7
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 30 7.3 +1.9
JHMD John Hancock Multifactor Developed International ETF 0.1 39 30 7.4 +2.0
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 63 8.1 +2.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.1 64 5 2.1 -3.4
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 46 8.8 +3.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 55 5.4 -0.0
VB Vanguard Small-Cap ETF 0.0 5 64 5.4 -0.0
AVDE Avantis International Equity ETF 0.0 23 46 7.9 +2.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 30 7.3 +1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.0 17 52 5.4 +0.0
IUS Invesco RAFI Strategic US ETF 0.0 19 50 7.3 +1.8
RECS Columbia Research Enhanced Core ETF 0.0 15 54 5.6 +0.2
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 11 10.1 +4.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.0 4 65 6.1 +0.7
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 0.0 20 49 10.7 +5.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 20 6.7 +1.3
ROSC Hartford Multifactor Small Cap ETF 0.0 34 35 10.1 +4.7
VFH Vanguard Financials ETF 0.0 10 59 6.4 +1.0
FNCL Fidelity MSCI Financials Index ETF 0.0 8 61 6.5 +1.0
RODE Hartford Multifactor Diversified International ETF 0.0 29 40 11.5 +6.1
VXF Vanguard Extended Market ETF 0.0 6 63 3.9 -1.5
IMTM iShares MSCI Intl Momentum Factor ETF 0.0 30 39 6.8 +1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 54 4.9 -0.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 44 7.4 +2.0
IQSI IQ Candriam International Equity ETF 0.0 15 54 6.4 +1.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.0 75 -6 3.8 -1.7
STXG Strive 1000 Growth ETF 0.0 18 51 4.2 -1.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.0 20 49 6.7 +1.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.0 17 52 5.7 +0.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 44 7.1 +1.7
STRV Strive 500 ETF 0.0 5 64 5.2 -0.2
IEUR iShares Core MSCI Europe ETF 0.0 11 58 -1.3 -6.7
SPEU SPDR Portfolio Europe ETF 0.0 7 62 6.6 +1.1
VGK Vanguard FTSE Europe ETF 0.0 11 58 6.8 +1.4
TGRW T. Rowe Price Growth Stock ETF 0.0 52 17 4.2 -1.2
VEA Vanguard FTSE Developed Markets ETF 0.0 5 64 7.0 +1.6
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 51 5.7 +0.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 39 6.8 +1.4
DFAU Dimensional US Core Equity Market ETF 0.0 12 57 5.4 -0.1
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 52 7.1 +1.7
VPL Vanguard FTSE Pacific ETF 0.0 8 61 7.0 +1.5
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.0 44 25 10.3 +4.9
DFUS Dimensional U.S. Equity ETF 0.0 9 60 5.1 -0.3
QUS SPDR MSCI USA StrategicFactors ETF 0.0 15 54 6.0 +0.6
VTI Vanguard Total Stock Market ETF 0.0 3 66 5.1 -0.3
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 39 6.1 +0.6
SCHB Schwab U.S. Broad Market ETF 0.0 3 66 5.2 -0.2
DFUV Dimensional US Marketwide Value ETF 0.0 22 47 7.6 +2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0 3 66 5.1 -0.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.0 3 66 5.4 +0.0
VLU SPDR S&P 1500 Value Tilt ETF 0.0 12 57 7.1 +1.7
DFIC Dimensional International Core Equity 2 ETF 0.0 23 46 7.4 +2.0
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 12 3.6 -1.9
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 45 6.2 +0.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 57 4.5 -0.9
DISV Dimensional International Small Cap Value ETF 0.0 42 27 9.2 +3.8
STXV Strive 1000 Value ETF 0.0 18 51 7.8 +2.4
IPOS Renaissance International IPO ETF 0.0 80 -11 -168.9 -174.3
DFAI Dimensional International Core Equity Market ETF 0.0 18 51 6.9 +1.5
XCEM Columbia EM Core ex-China ETF 0.0 16 53 7.4 +1.9
FRDM Freedom 100 Emerging Markets ETF 0.0 49 20 7.3 +1.9

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Amplify Emerging Markets FinTech 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 7.9 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 69 bp
Equals: ALTAR Score 5.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 CATEGORY
AVERAGE		 1.39
 
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.