Global X Emerging Markets ex-China ETF
ALTAR
Score™		 7.0% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 16.4x P/Sales
ratio		 1.7x
P/BV
ratio		 2.4x Div.
yield		 1.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EMM is an actively managed fund that invests in stocks of emerging market companies of all sizes that are believed to be future leaders within their respective markets.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Global X
Website www.globalxetfs.com/EMM
Inception date May 15, 2023
Assets (mns) $31
Currency USD
Expense ratio 75 bp
Distributions Semi-annual

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 39
Wgt avg mkt cap (mns) $13,535
Large cap (>$10bn) 71.0%
Mid cap ($2-10bn) 19.3%
Small cap (<$2bn) 6.5%
Developed mkts 3.7%
Emerging mkts 94.7%

TOP TEN HOLDINGS
GLOBAL X INDIA ACTIVE ETF 24.6 %
TAIWAN SEMICONDUCTOR-SP ADR 17.2 %
GLOBAL X BRAZIL ACTIVE ETF 7.0 %
SAMSUNG ELECTR-GDR REGS 6.3 %
HYNIX SEMICONDUCTOR INC 3.8 %
MEDIATEK INC 3.6 %
HON HAI PRECISION INDUSTRY 2.1 %
SHINHAN FINANCIAL GROUP LTD 2.0 %
ASPEED TECHNOLOGY, INC. 1.8 %
BIG HIT ENTERTAINMENT CO., LTD. 1.7 %
Total 70.0 %

TOP COUNTRY EXPOSURE
TAIWAN 29.1 %
INDIA 24.0 %
SOUTH KOREA 16.6 %
BRAZIL 5.5 %
SAUDI ARABIA 3.8 %
MEXICO 3.1 %
SOUTH AFRICA 2.8 %
UAE 1.8 %
BRITAIN 1.7 %
UNITED STATES 1.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
24.7% 21.8% -- -- 13.6%

Market Correlations
versus... Beta R-squared
S&P500 0.80 49%
MSCI EAFE 0.40 14%
MSCI Emg. Mkts. 0.42 14%

Technical Indicators
Recent close $32.32
30d moving avg. $32.87
Annualized volatility 14.3%
Short interest (ETF) 0.1%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.3%
Bid/Ask (% of price) 0.62%
ADV underlying (mns) $2,968

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 452 potential alternatives to the Global X Emerging Markets ex-China ETF ETF based on the alternatives' overlap in portfolio holdings with EMM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EMM Expense: 75 bp ALTAR Score™: 7.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EMM
Ticker Fund
Name		 Overlap1
vs EMM
(%)		 Expense
ratio
(bp)		 Savings
vs EMM
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EMM
(%)
EMC Global X Emerging Markets Great Consumer ETF 47.2 75 0 9.0 +2.0
FRDM Freedom 100 Emerging Markets ETF 22.0 49 26 7.4 +0.4
CHPX Global X AI Semiconductor & Quantum ETF 17.7 50 25 3.7 -3.3
UMMA Wahed Dow Jones Islamic World ETF 17.3 65 10 4.9 -2.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 15.8 33 42 8.2 +1.2
GMF SPDR S&P Emerging Asia Pacific ETF 14.3 49 26 9.8 +2.8
AVEM Avantis Emerging Markets Equity ETF 13.8 33 42 8.5 +1.5
FTHF First Trust Emerging Markets Human Flourishing ETF 13.3 75 0 9.4 +2.4
XCEM Columbia EM Core ex-China ETF 12.4 16 59 7.8 +0.8
AVSE Avantis Responsible Emerging Markets Equity ETF 12.3 33 42 8.2 +1.2
JADE JPMorgan Active Developing Markets Equity ETF 12.2 65 10 8.1 +1.1
ECON Columbia Emerging Markets Consumer ETF 12.1 49 26 11.9 +4.9
STXE Strive Emerging Markets Ex-China ETF 12.1 32 43 7.7 +0.7
XC WisdomTree Emerging Markets Ex-China Fund 11.9 32 43 6.3 -0.7
WUGI AXS Esoterica NextG Economy ETF 11.8 75 0 2.4 -4.6
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 11.8 24 51 7.4 +0.4
EMDM First Trust Bloomberg Emerging Market Democracies ETF 11.1 75 0 10.5 +3.5
EMXF iShares ESG Advanced MSCI EM ETF 10.8 16 59 8.2 +1.2
FLTW Franklin FTSE Taiwan ETF 10.3 19 56 6.0 -1.0
EWT iShares MSCI Taiwan ETF 10.2 58 17 6.0 -1.0
AIA iShares Asia 50 ETF 10.1 50 25 13.4 +6.4
IVES Wedbush ETFMG Global Cloud Technology ETF 10.1 68 7 6.5 -0.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 10.0 33 42 10.0 +3.0
EMXC iShares MSCI Emerging Markets ex China ETF 10.0 25 50 7.2 +0.2
DEHP Dimensional Emerging Markets High Profitability ETF 9.9 41 34 6.6 -0.4
MEM Matthews Emerging Markets Equity Active ETF 9.8 79 -4 7.9 +0.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 9.6 20 55 9.8 +2.8
SMH VanEck Semiconductor ETF 9.5 35 40 3.7 -3.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 9.5 15 60 7.7 +0.7
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 9.4 32 43 8.7 +1.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 9.4 45 30 2.7 -4.3
AIS VistaShares Artificial Intelligence Supercycle ETF 9.3 75 0 2.9 -4.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 9.0 50 25 10.5 +3.5
APIE ActivePassive International Equity ETF 8.9 45 30 7.2 +0.2
AIVC Amplify Bloomberg AI Value Chain ETF 8.8 59 16 6.1 -0.9
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 8.7 88 -13 8.6 +1.6
MINV Matthews Asia Innovators Active ETF 8.7 79 -4 7.5 +0.5
DFEV Dimensional Emerging Markets Value ETF 8.2 43 32 12.1 +5.1
DEXC Dimensional Emerging Markets ex China Core EquityETF 8.0 53 22 7.4 +0.4
JIG JPMorgan International Growth ETF 7.9 55 20 5.0 -2.0
EWY iShares MSCI South Korea ETF 7.8 58 17 6.9 -0.1
CGGO Capital Group Global Growth Equity ETF 7.6 47 28 4.5 -2.5
NUEM Nuveen ESG Emerging Markets Equity ETF 7.6 36 39 7.4 +0.4
OSEA Harbor International Compounders ETF 7.5 55 20 4.9 -2.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 7.5 30 45 9.9 +2.9
FLKR Franklin FTSE South Korea ETF 7.2 9 66 7.3 +0.3
IQM Franklin Intelligent Machines ETF 7.2 50 25 2.2 -4.8
JHEM John Hancock Multifactor Emerging Markets ETF 7.1 49 26 9.7 +2.7
FDCF Fidelity Disruptive Communications ETF 7.1 50 25 4.0 -3.0
EEM iShares MSCI Emerging Markets ETF 7.0 69 6 9.9 +2.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 7.0 66 9 9.2 +2.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 6.9 15 60 10.0 +3.0
BKEM BNY Mellon Emerging Markets Equity ETF 6.9 11 64 9.5 +2.5
ESGE iShares ESG Aware MSCI EM ETF 6.8 25 50 10.2 +3.2
FDTX Fidelity Disruptive Technology ETF 6.8 50 25 2.8 -4.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 6.8 30 45 8.7 +1.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 6.8 36 39 9.4 +2.4
EVLU iShares MSCI Emerging Markets Value Factor ETF 6.7 35 40 13.4 +6.4
VNSE Natixis Vaughan Nelson Select ETF 6.7 80 -5 5.0 -2.0
CWI SPDR MSCI ACWI ex-US ETF 6.6 30 45 7.4 +0.4
EEMA iShares MSCI Emerging Markets Asia ETF 6.4 49 26 9.6 +2.6
ROAM Hartford Multifactor Emerging Markets ETF 6.3 44 31 11.5 +4.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 6.3 75 0 3.1 -3.9
MOTO SmartETFs Smart Transportation & Technology ETF 6.1 68 7 6.7 -0.3
BGDV Bahl & Gaynor Dividend ETF 6.1 45 30 4.8 -2.2
IEMG iShares Core MSCI Emerging Markets ETF 6.0 9 66 10.2 +3.2
DFAE Dimensional Emerging Core Equity Market ETF 6.0 35 40 8.9 +1.9
AOTG AOT Growth and Innovation ETF 6.0 75 0 2.1 -4.9
BKCI BNY Mellon Concentrated International ETF 6.0 80 -5 5.1 -1.9
IGPT Invesco AI and Next Gen Software ETF 6.0 60 15 4.6 -2.4
AIQ Global X Artificial Intelligence & Technology ETF 6.0 68 7 3.8 -3.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 5.9 78 -3 9.4 +2.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 5.9 70 5 8.8 +1.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 5.9 32 43 6.4 -0.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 5.8 45 30 9.9 +2.9
XCNY SPDR S&P Emerging Markets ex-China ETF 5.7 15 60 7.3 +0.3
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 5.6 60 15 11.2 +4.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 5.6 41 34 8.4 +1.4
PXH Invesco FTSE RAFI Emerging Markets ETF 5.5 49 26 15.3 +8.3
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 5.2 39 36 16.5 +9.5
EMGF iShares Emerging Markets Equity Factor ETF 5.2 25 50 11.3 +4.3
TINY ProShares Nanotechnology ETF 5.2 58 17 3.8 -3.2
METV Roundhill Ball Metaverse ETF 5.1 59 16 9.6 +2.6
FLAX Franklin FTSE Asia Ex Japan ETF 5.1 19 56 8.7 +1.7
DEM WisdomTree Emerging Markets High Dividend Fund 5.0 63 12 12.8 +5.8
CGDG Capital Group Dividend Growers ETF 5.0 47 28 6.0 -1.0
FDEM Fidelity Emerging Markets Multifactor ETF 5.0 25 50 12.5 +5.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.0 65 10 3.8 -3.2
PATN Pacer Nasdaq International Patent Leaders ETF 5.0 65 10 5.5 -1.5
QTUM Defiance Quantum ETF 4.9 40 35 5.3 -1.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 4.8 50 25 5.7 -1.3
DSTX Distillate International Fundamental Stability & Value ETF 4.8 55 20 7.6 +0.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 4.7 38 37 8.9 +1.9
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 4.7 42 33 6.7 -0.3
CHAT Roundhill Generative AI & Technology ETF 4.7 75 0 8.5 +1.5
SCHE Schwab Emerging Markets Equity ETF 4.6 11 64 11.2 +4.2
SPEM SPDR Portfolio Emerging Markets ETF 4.6 7 68 10.7 +3.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 4.5 59 16 8.7 +1.7
ABLG Abacus FCF International Leaders ETF 4.5 59 16 6.7 -0.3
SOXQ Invesco PHLX Semiconductor ETF 4.3 19 56 4.0 -3.0
RFFC ALPS Active Equity Opportunity ETF 4.3 48 27 4.6 -2.4
VWO Vanguard FTSE Emerging Markets ETF 4.2 7 68 10.5 +3.5
CARZ First Trust NASDAQ Global Auto Index Fund 4.2 70 5 4.2 -2.8
LDEM iShares ESG MSCI EM Leaders ETF 4.2 17 58 13.4 +6.4
IMFL Invesco International Developed Dynamic Multifactor ETF 4.2 34 41 5.8 -1.2
LOGO Alpha Brands Consumption Leaders ETF 3.9 69 6 3.2 -3.8
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.9 47 28 7.7 +0.7
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 3.9 44 31 10.4 +3.4
SOXX iShares Semiconductor ETF 3.9 35 40 4.2 -2.8
FFOG Franklin Focused Growth ETF 3.8 61 14 2.7 -4.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 3.8 65 10 10.7 +3.7
FEOE First Eagle Overseas Equity ETF 3.8 79 -4 6.8 -0.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.7 55 20 4.3 -2.7
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 3.7 40 35 6.8 -0.2
ITOL Tema International Durable Quality ETF 3.7 60 15 5.7 -1.3
TMFG Motley Fool Global Opportunities ETF 3.5 85 -10 4.1 -2.9
EELV Invesco S&P Emerging Markets Low Volatility ETF 3.4 29 46 8.8 +1.9
KSA iShares MSCI Saudi Arabia ETF 3.4 74 1 0.0 -7.0
DARP Grizzle Growth ETF 3.4 75 0 3.0 -4.0
UAE iShares MSCI UAE ETF 3.2 59 16 0.0 -7.0
DIVS SmartETFs Dividend Builder ETF 3.2 65 10 5.2 -1.8
FLSA Franklin FTSE Saudi Arabia ETF 3.2 39 36 0.0 -7.0
GVIP Goldman Sachs Hedge Industry VIP ETF 3.2 45 30 3.3 -3.7
XNTK State Street SPDR NYSE Technology ETF 3.2 35 40 3.7 -3.3
DTCR Global X Data Center & Digital Infrastructure ETF 3.2 50 25 4.1 -2.9
LIVR Intelligent Livermore ETF 3.1 69 6 3.6 -3.4
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 3.1 80 -5 10.0 +3.0
KPOP KPOP and Korean Entertainment ETF 3.1 75 0 1.4 -5.6
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 3.1 25 50 6.5 -0.5
FLMX Franklin FTSE Mexico ETF 3.1 19 56 10.0 +3.0
EWW iShares MSCI Mexico ETF 3.1 50 25 9.5 +2.5
AADR AdvisorShares Dorsey Wright ADR ETF 3.0 110 -35 4.9 -2.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.0 65 10 -1.3 -8.3
CGIE Capital Group International Equity ETF 3.0 54 21 4.9 -2.1
PRAY FIS Christian Stock Fund 2.9 69 6 5.2 -1.8
ARKW ARK Next Generation Internet ETF 2.9 87 -12 0.9 -6.1
ARVR First Trust Indxx Metaverse ETF 2.9 70 5 4.2 -2.8
EZA iShares MSCI South Africa ETF 2.8 58 17 9.8 +2.9
CGXU Capital Group International Focus Equity ETF 2.8 54 21 5.5 -1.5
AFK VanEck Africa Index ETF 2.7 98 -23 13.8 +6.8
IQDF FlexShares International Quality Dividend Index Fund 2.7 47 28 8.4 +1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 10 2.0 -5.0
VPL Vanguard FTSE Pacific ETF 2.6 7 68 6.4 -0.6
NXTG First Trust Indxx NextG ETF 2.6 70 5 5.1 -1.9
FEGE First Eagle Global Equity ETF 2.6 79 -4 6.5 -0.5
VSGX Vanguard ESG International Stock ETF 2.6 10 65 7.5 +0.5
ARKQ ARK Autonomous Technology & Robotics ETF 2.5 75 0 1.3 -5.7
LRGE ClearBridge Large Cap Growth ESG ETF 2.5 59 16 4.4 -2.6
AVES Avantis Emerging Markets Value ETF 2.4 36 39 10.9 +3.9
FLLA Franklin FTSE Latin America ETF 2.4 19 56 12.9 +5.9
SFYF SoFi Social 50 ETF 2.4 29 46 1.0 -6.0
TEMP JPMorgan Climate Change Solutions ETF 2.4 49 26 5.8 -1.2
TMAT Main Thematic Innovation ETF 2.3 164 -89 -1.5 -8.5
UEVM VictoryShares Emerging Markets Value Momentum ETF 2.3 45 30 10.4 +3.4
GINX SGI Enhanced Global Income ETF 2.2 98 -23 7.9 +0.9
VYMI Vanguard International High Dividend Yield ETF 2.2 17 58 9.0 +2.0
ACWX iShares MSCI ACWI ex U.S. ETF 2.2 34 41 7.5 +0.5
OTGL OTG Latin America ETF 2.2 269 -194 8.6 +1.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.2 18 57 7.3 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 2.2 75 0 4.9 -2.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.2 30 45 7.5 +0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.2 9 66 5.6 -1.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.1 41 34 7.2 +0.2
SPDW SPDR Portfolio Developed World ex-US ETF 2.1 3 72 6.7 -0.3
WWJD Inspire International ETF 2.1 80 -5 7.2 +0.2
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 2.1 95 -20 12.2 +5.2
WRND IQ Global Equity R&D Leaders ETF 2.1 18 57 7.8 +0.8
BGRO iShares Large Cap Growth Active ETF 2.1 55 20 2.8 -4.2
FCLD Fidelity Cloud Computing ETF 2.1 39 36 3.6 -3.4
VEU Vanguard FTSE All-World ex-US Index Fund 2.0 4 71 7.7 +0.7
IXN iShares Global Tech ETF 2.0 41 34 3.8 -3.2
IDHQ Invesco S&P International Developed High Quality ETF 2.0 29 46 6.4 -0.6
EDIV SPDR S&P Emerging Markets Dividend ETF 2.0 49 26 9.4 +2.4
YNOT Horizon Digital Frontier ETF 2.0 75 0 3.4 -3.6
ASEA Global X FTSE Southeast Asia ETF 2.0 65 10 6.0 -1.0
ILF iShares Latin America 40 ETF 2.0 48 27 12.3 +5.3
IXUS iShares Core MSCI Total International Stock ETF 1.9 7 68 7.7 +0.7
RGEF Rockefeller Global Equity ETF 1.9 55 20 4.7 -2.3
VXUS Vanguard Total International Stock ETF 1.9 5 70 7.6 +0.6
TIIV AAM Todd International Intrinsic Value ETF 1.9 54 21 11.2 +4.2
RNEM First Trust Emerging Markets Equity Select ETF 1.9 75 0 8.6 +1.6
EYLD Cambria Emerging Shareholder Yield ETF 1.9 66 9 11.8 +4.8
CGGR Capital Group Growth ETF 1.9 39 36 3.5 -3.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.8 68 7 6.8 -0.2
BGIG Bahl & Gaynor Income Growth ETF 1.8 45 30 5.2 -1.8
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.8 86 -11 15.2 +8.2
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.8 86 -11 0.6 -6.4
ISHP First Trust Nasdaq Retail ETF 1.8 60 15 5.8 -1.2
EMMF WisdomTree Emerging Markets Multifactor Fund 1.8 48 27 7.1 +0.1
BINV Brandes International ETF 1.8 70 5 9.2 +2.2
SNSR Global X Internet of Things ETF 1.8 68 7 4.9 -2.1
KNCT Invesco Next Gen Connectivity ETF 1.8 40 35 4.9 -2.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 37 4.6 -2.4
BLOK Amplify Transformational Data Sharing ETF 1.7 75 0 0.6 -6.4
EEMO Invesco S&P Emerging Markets Momentum ETF 1.6 29 46 7.7 +0.7
TTAI FCF International Quality ETF 1.5 59 16 7.4 +0.4
JSTC Adasina Social Justice All Cap Global ETF 1.5 89 -14 4.9 -2.1
BWEB Bitwise Web3 ETF 1.5 85 -10 0.1 -6.9
EMIF iShares Emerging Markets Infrastructure ETF 1.5 60 15 3.4 -3.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 10 8.0 +1.0
GREK Global X MSCI Greece ETF 1.4 57 18 10.9 +3.9
ARGT Global X MSCI Argentina ETF 1.4 59 16 3.7 -3.3
FMET Fidelity Metaverse ETF 1.4 39 36 4.9 -2.1
FDNI First Trust Dow Jones International Internet ETF 1.4 65 10 24.2 +17.3
SOCL Global X Social Media ETF 1.4 65 10 11.4 +4.4
IDX VanEck Indonesia Index ETF 1.4 57 18 7.0 +0.0
EIDO iShares MSCI Indonesia ETF 1.4 59 16 7.8 +0.8
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.4 80 -5 4.2 -2.8
SWP SWP Growth & Income ETF 1.4 99 -24 4.2 -2.8
HAP VanEck Natural Resources ETF 1.3 50 25 8.8 +1.8
RODE Hartford Multifactor Diversified International ETF 1.3 29 46 10.3 +3.4
FFND Future Fund Active ETF 1.3 100 -25 3.9 -3.1
FDLS Inspire Fidelis Multi Factor ETF 1.3 76 -1 4.9 -2.1
DGT State Street SPDR Global Dow ETF 1.3 50 25 6.6 -0.4
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -20 3.2 -3.8
ARKK ARK Innovation ETF 1.2 75 0 -2.7 -9.7
XT iShares Exponential Technologies ETF 1.2 46 29 5.0 -2.0
JGRO JPMorgan Active Growth ETF 1.2 44 31 3.7 -3.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.2 20 55 6.2 -0.8
LOWV AB US Low Volatility Equity ETF 1.2 48 27 5.5 -1.5
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 1.2 85 -10 6.2 -0.8
SETM Sprott Energy Transition Materials ETF 1.2 65 10 2.0 -5.0
GMET VanEck Green Metals ETF 1.2 63 12 7.0 -0.0
COPX Global X Copper Miners ETF 1.2 65 10 5.5 -1.5
DMAT Global X Disruptive Materials ETF 1.2 59 16 6.6 -0.4
ICOP iShares Copper and Metals Mining ETF 1.2 47 28 7.4 +0.4
PICK iShares MSCI Global Metals & Mining Producers ETF 1.2 39 36 10.6 +3.6
BATT Amplify Lithium & Battery Technology ETF 1.2 59 16 1.9 -5.1
COPA Themes Copper Miners ETF 1.2 35 40 4.3 -2.7
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 16 4.3 -2.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 14 2.3 -4.7
SCHF Schwab International Equity ETF 1.1 6 69 7.0 +0.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.1 80 -5 8.6 +1.6
ABEQ Absolute Select Value ETF 1.1 85 -10 4.7 -2.3
BBCA JPMorgan BetaBuilders Canada ETF 1.1 19 56 6.1 -0.9
FLCA Franklin FTSE Canada ETF 1.1 9 66 6.2 -0.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.1 46 29 9.5 +2.5
GDX VanEck Gold Miners ETF 1.1 51 24 3.4 -3.6
IGE iShares North American Natural Resources ETF 1.1 41 34 7.5 +0.5
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 1.1 60 15 2.9 -4.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.1 85 -10 3.5 -3.5
SILJ ETFMG Prime Junior Silver Miners ETF 1.1 69 6 0.5 -6.5
BEEX BeeHive ETF 1.1 84 -9 4.4 -2.6
KAT Scharf ETF 1.1 87 -12 5.3 -1.7
GKAT Scharf Global Opportunity ETF 1.1 57 18 6.4 -0.6
BLES Inspire Global Hope ETF 1.1 61 14 6.9 -0.1
LRGC AB US Large Cap Strategic Equities ETF 1.1 48 27 4.6 -2.4
GVAL Cambria Global Value ETF 1.1 68 7 10.5 +3.5
FEM First Trust Emerging Markets AlphaDEX Fund 1.1 80 -5 11.8 +4.8
DWX SPDR S&P International Dividend ETF 1.1 45 30 7.1 +0.2
FBCG Fidelity Blue Chip Growth ETF 1.1 59 16 3.0 -4.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 55 5.5 -1.5
JIVE JPMorgan International Value ETF 1.0 55 20 10.9 +3.9
VEA Vanguard FTSE Developed Markets ETF 1.0 3 72 6.8 -0.2
ARKX ARK Space Exploration & Innovation ETF 1.0 75 0 0.3 -6.7
JPIN J.P. Morgan Diversified Return International Equity ETF 1.0 37 38 7.8 +0.8
ION ProShares S&P Global Core Battery Metals ETF 1.0 58 17 6.9 -0.1
FLN First Trust Latin America AlphaDEX Fund 1.0 80 -5 12.2 +5.2
FFTY Innovator IBD 50 ETF 1.0 80 -5 -2.0 -9.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 14 -0.6 -7.6
HYP Golden Eagle Dynamic Hypergrowth ETF 0.9 85 -10 -1.2 -8.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.9 20 55 6.6 -0.4
KLMT Invesco MSCI Global Climate 500 ETF 0.9 10 65 5.7 -1.3
GINN Goldman Sachs Innovate Equity ETF 0.9 52 23 3.7 -3.3
RSHO Tema American Reshoring ETF 0.9 75 0 4.7 -2.3
ACWI iShares MSCI ACWI ETF 0.9 32 43 5.5 -1.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.9 25 50 9.1 +2.2
TRFM AAM Transformers ETF 0.9 49 26 1.3 -5.7
IGRO iShares International Dividend Growth ETF 0.9 15 60 7.0 -0.0
TPIF Timothy Plan International ETF 0.9 62 13 6.0 -1.0
JGLO JPMorgan Global Select Equity ETF 0.8 33 42 5.1 -1.9
IDV iShares International Select Dividend ETF 0.8 51 24 10.4 +3.4
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.8 12 63 8.2 +1.2
VT Vanguard Total World Stock ETF 0.8 6 69 5.8 -1.2
UIVM VictoryShares International Value Momentum ETF 0.8 35 40 8.4 +1.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.8 32 43 5.9 -1.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.8 45 30 8.3 +1.3
DEW WisdomTree Global High Dividend Fund 0.7 58 17 8.1 +1.1
FEP First Trust Europe AlphaDEX Fund 0.7 80 -5 7.8 +0.8
CIL VictoryShares International Volatility Wtd ETF 0.7 45 30 6.4 -0.6
RWX SPDR Dow Jones International Real Estate ETF 0.6 59 16 6.9 -0.1
EPHE iShares MSCI Philippines ETF 0.6 59 16 0.0 -7.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.6 58 17 9.6 +2.7
WGMI Valkyrie Bitcoin Miners ETF 0.6 75 0 -5.9 -12.9
PID Invesco International Dividend Achievers ETF 0.6 53 22 5.2 -1.8
GEW Cambria Global EW ETF 0.6 29 46 6.0 -1.0
CCNR ALPS CoreCommodity Natural Resources ETF 0.6 39 36 8.7 +1.7
NUDM Nuveen ESG International Developed Markets Equity ETF 0.6 31 44 5.9 -1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 63 5.0 -2.0
TUR iShares MSCI Turkey ETF 0.6 58 17 15.4 +8.4
DFE WisdomTree Europe SmallCap Dividend Fund 0.5 58 17 8.0 +1.0
EWUS iShares MSCI United Kingdom Small Cap ETF 0.5 59 16 7.9 +0.9
VIGI Vanguard International Dividend Appreciation ETF 0.5 10 65 6.3 -0.7
COLO Global X MSCI Colombia ETF 0.5 62 13 20.0 +13.0
MXI iShares Global Materials ETF 0.5 41 34 7.1 +0.2
EWU iShares MSCI United Kingdom ETF 0.5 50 25 7.9 +0.9
IXG iShares Global Financials ETF 0.5 42 33 6.5 -0.5
RCGE RockCreek Global Equality ETF 0.5 95 -20 6.5 -0.5
IQDG WisdomTree International Quality Dividend Growth Fund 0.5 42 33 6.9 -0.1
ECOW Pacer Emerging Markets Cash Cows 100 ETF 0.5 70 5 12.5 +5.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 63 5.8 -1.2
IXP iShares Global Comm Services ETF 0.5 42 33 6.1 -0.9
GLOF iShares Global Equity Factor ETF 0.5 20 55 6.8 -0.2
DLS WisdomTree International SmallCap Dividend Fund 0.5 58 17 8.0 +1.0
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.4 58 17 6.6 -0.4
KXI iShares Global Consumer Staples ETF 0.4 41 34 5.7 -1.3
GNR SPDR S&P Global Natural Resources ETF 0.4 40 35 10.2 +3.2
BITQ Bitwise Crypto Industry Innovators ETF 0.4 85 -10 -2.3 -9.2
BUYZ Franklin Disruptive Commerce ETF 0.4 50 25 2.6 -4.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.4 8 67 4.4 -2.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.4 9 66 4.9 -2.1
NULC Nuveen ESG Large-Cap ETF 0.4 21 54 4.8 -2.2
NULG Nuveen ESG Large-Cap Growth ETF 0.4 26 49 3.6 -3.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 54 3.9 -3.1
ONLN ProShares Online Retail ETF 0.4 58 17 2.5 -4.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.4 35 40 4.2 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 65 5.1 -1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.4 10 65 5.3 -1.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 39 5.0 -2.0
FDFF Fidelity Disruptive Finance ETF 0.4 50 25 4.7 -2.3
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 60 5.9 -1.1
PNQI Invesco NASDAQ Internet ETF 0.4 60 15 3.8 -3.2
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 55 4.4 -2.6
QQQ Invesco QQQ Trust Series I 0.4 20 55 4.3 -2.7
QQQM Invesco NASDAQ 100 ETF 0.4 15 60 4.4 -2.6
ARKF ARK Fintech Innovation ETF 0.4 75 0 0.3 -6.7
OGIG ALPS O'Shares Global Internet Giants ETF 0.4 48 27 2.3 -4.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.4 58 17 4.6 -2.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.4 60 15 5.0 -2.0
BRAZ Global X Brazil Active ETF 0.4 75 0 12.2 +5.2
EBIZ Global X E-Commerce ETF 0.4 50 25 4.2 -2.8
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.4 25 50 4.0 -3.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 57 3.9 -3.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 57 5.8 -1.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.4 20 55 4.8 -2.2
SUSA iShares MSCI USA ESG Select ETF 0.4 25 50 4.8 -2.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 35 3.9 -3.1
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 65 4.9 -2.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.4 20 55 5.4 -1.6
IBUY Amplify Online Retail ETF 0.4 65 10 1.7 -5.3
LOUP Innovator Deepwater Frontier Tech ETF 0.4 70 5 1.1 -5.9
CLOD Themes Cloud Computing ETF 0.4 35 40 3.6 -3.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.4 49 26 4.3 -2.7
TOGA Tremblant Global ETF 0.4 69 6 1.7 -5.3
USRD Themes US R&D Champions ETF 0.4 29 46 4.8 -2.2
LGCF Themes US Cash Flow Champions ETF 0.4 30 45 8.1 +1.1
BCOR Grayscale Bitcoin Adopters ETF 0.4 59 16 2.5 -4.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.4 49 26 3.8 -3.2
CDIG City Different Investments Global Equity ETF 0.4 75 0 0.7 -6.3
VCR Vanguard Consumer Discretionary ETF 0.4 9 66 4.7 -2.3
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 60 5.8 -1.2
SCHY Schwab International Dividend Equity ETF 0.4 14 61 9.7 +2.7
DISV Dimensional International Small Cap Value ETF 0.4 42 33 8.9 +1.9
FLGB Franklin FTSE United Kingdom ETF 0.4 9 66 7.2 +0.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.4 58 17 6.8 -0.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 51 7.1 +0.1
EPOL iShares MSCI Poland ETF 0.3 59 16 11.1 +4.1
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.3 42 33 9.6 +2.7
AVUS Avantis U.S. Equity ETF 0.3 15 60 5.8 -1.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 36 7.5 +0.5
AVDV Avantis International Small Cap Value ETF 0.3 36 39 8.8 +1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.3 7 68 5.2 -1.8
ILCG iShares Morningstar Growth ETF 0.3 4 71 3.9 -3.1
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.3 10 65 6.7 -0.3
QLC FlexShares US Quality Large Cap Index Fund 0.3 25 50 5.3 -1.7
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 65 5.0 -2.0
LRGF iShares U.S. Equity Factor ETF 0.3 8 67 5.6 -1.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.3 10 65 4.3 -2.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 66 5.2 -1.8
OPTZ Optimize Strategy Index ETF 0.2 50 25 4.9 -2.1
VOTE TCW Transform 500 ETF 0.2 5 70 5.0 -2.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 67 5.0 -2.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 73 5.0 -2.0
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 75 5.0 -2.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 68 4.9 -2.1
BKIE BNY Mellon International Equity ETF 0.2 4 71 6.6 -0.4
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 60 4.9 -2.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 55 3.2 -3.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 36 6.4 -0.6
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.2 10 65 4.3 -2.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 64 5.0 -2.0
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 30 5.5 -1.5
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 10 4.2 -2.8
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 72 4.9 -2.1
IPKW Invesco International BuyBack Achievers ETF 0.2 55 20 8.6 +1.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 5 7.9 +0.9
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 25 7.0 +0.1
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 66 4.9 -2.1
KLMN Invesco MSCI North America Climate ETF 0.2 9 66 5.1 -1.9
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 66 6.3 -0.7
DFAI Dimensional International Core Equity Market ETF 0.2 18 57 6.8 -0.2
SIZE iShares MSCI USA Size Factor ETF 0.2 15 60 6.3 -0.7
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 63 5.6 -1.4
PBUS Invesco MSCI USA ETF 0.2 4 71 5.0 -2.0
RVRB Reverb ETF 0.2 30 45 4.6 -2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 50 5.5 -1.5
EFG iShares MSCI EAFE Growth ETF 0.2 36 39 4.3 -2.7
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 33 7.4 +0.4
SPEU SPDR Portfolio Europe ETF 0.2 7 68 7.1 +0.1
GXLC Global X U.S. 500 ETF 0.2 2 73 4.9 -2.1
ESGD iShares ESG Aware MSCI EAFE ETF 0.1 20 55 6.4 -0.6
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 33 4.8 -2.2
VGK Vanguard FTSE Europe ETF 0.1 6 69 7.2 +0.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 60 5.8 -1.2
AVDE Avantis International Equity ETF 0.1 23 52 7.1 +0.1
QINT American Century Quality Diversified International ETF 0.1 39 36 6.9 -0.1
TOK iShares MSCI Kokusai ETF 0.1 26 49 5.0 -2.0
DFIC Dimensional International Core Equity 2 ETF 0.1 23 52 7.1 +0.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.1 14 61 5.9 -1.1
AVSD Avantis Responsible International Equity ETF 0.1 23 52 5.2 -1.8
URTH iShares MSCI World ETF 0.1 24 51 5.1 -1.9
AVDS Avantis International Small Cap Equity ETF 0.1 30 45 6.7 -0.3
IEUR iShares Core MSCI Europe ETF 0.1 11 64 7.1 +0.2
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 52 8.2 +1.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 26 6.8 -0.2
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 27 6.7 -0.3
SCHC Schwab International Small-Cap Equity ETF 0.1 11 64 7.6 +0.6
IEV iShares Europe ETF 0.1 67 8 6.6 -0.4
IQSI IQ Candriam International Equity ETF 0.1 15 60 6.2 -0.8
DAK Dakota Active Equity ETF 0.1 43 32 4.5 -2.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 67 7.1 +0.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 29 6.5 -0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 35 7.0 +0.0
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 40 4.9 -2.1
DXIV Dimensional International Vector Equity ETF 0.1 34 41 7.4 +0.4
DFIS Dimensional International Small Cap ETF 0.1 39 36 7.0 +0.0
EPS WisdomTree U.S. LargeCap Fund 0.1 8 67 5.8 -1.2
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 66 6.9 -0.1
DWM WisdomTree International Equity Fund 0.1 48 27 6.9 -0.1
FLEE Franklin FTSE Europe ETF 0.1 9 66 6.9 -0.1
IUS Invesco RAFI Strategic US ETF 0.1 19 56 6.9 -0.1
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 45 5.4 -1.6
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 5.8 -1.2
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 55 6.1 -0.9
JHMD John Hancock Multifactor Developed International ETF 0.1 39 36 7.1 +0.1
EFA iShares MSCI EAFE ETF 0.1 35 40 6.5 -0.5
IEFA iShares Core MSCI EAFE ETF 0.1 7 68 6.8 -0.2
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 51 6.2 -0.8
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 71 6.8 -0.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 35 7.0 -0.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 10 8.0 +1.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 39 6.3 -0.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 55 6.5 -0.5
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 60 7.8 +0.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 50 6.8 -0.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 36 5.9 -1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 33 5.3 -1.7
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.0 90 -15 5.1 -1.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 45 6.7 -0.3
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 36 6.8 -0.2
EBI Longview Advantage ETF 0.0 35 40 6.8 -0.2
OAIM OneAscent International Equity ETF 0.0 95 -20 5.3 -1.7

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:		 Global X Emerging Markets ex-China 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 16.2 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 7.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 0.51 CATEGORY
AVERAGE		 1.54
 
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.