WisdomTree Emerging Markets Multifactor Fund
|
- Description
- Performance
- Comps
- Fundamentals
- Valuation
- Rating
The WisdomTree Emerging Markets Multifactor Fund is an actively managed fund that invests in emerging-market firms that score highly on multiple factors. It may hedge foreign currency exposure. The fund seeks capital appreciation. |
Category | Emerging Market Equities |
Fund Sponsor | WisdomTree |
Website | www.wisdomtree.com |
Inception date | Aug 10, 2018 |
Assets (mns) | $23 |
Currency | USD |
Expense ratio | 48 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Proprietary |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 202 |
Wgt avg mkt cap (mns) | $60,230 |
Large cap (>$10bn) | 54.3% |
Mid cap ($2-10bn) | 45.3% |
Small cap (<$2bn) | 0.5% |
Developed mkts | 1.5% |
Emerging mkts | 98.5% |
TAIWAN SEMICONDUCTOR MANUFAC | 6.8 % |
SAMSUNG ELECTRONICS CO LTD | 2.2 % |
WIWYNN CORP. | 2.2 % |
MERITZ FINANCE GROUP INC | 1.7 % |
QUANTA COMPUTER INC | 1.4 % |
PICC PROPERTY & CASUALTY -H | 1.3 % |
VIPSHOP HOLDINGS LTD SPONSORED ADR | 1.2 % |
PEOPLE'S INSURANCE CO GROU-H | 1.1 % |
INDIAN OIL CORPORATION LTD | 1.0 % |
HYUNDAI MOTOR CO | 1.0 % | Total | 19.9 % |
---|
INDIA | 27.1 % | |
TAIWAN | 19.7 % | |
SOUTH KOREA | 10.4 % | |
CHINA | 8.1 % | |
BRAZIL | 7.1 % | |
INDONESIA | 4.4 % | |
MEXICO | 4.1 % | |
MALAYSIA | 4.0 % | |
TURKEY | 3.2 % | |
SOUTH AFRICA | 2.9 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | 20.2% | 3.6% | -- | 2.6% |
versus... | Beta | R-squared |
S&P500 | 0.55 | 56% |
MSCI EAFE | 0.67 | 78% |
MSCI Emg. Mkts. | 0.67 | 82% |
Recent close | $25.94 |
30d moving avg. | $23.60 |
Annualized volatility | 13.1% |
Short interest (ETF) | 1.4% |
Relative strength (RSI) | 72 |
Avg. volume (thou.) | 6 |
Turnover | 0.7% |
Bid/Ask (% of price) | 0.29% |
ADV underlying (mns) | $7,981 |
FINDING ALTERNATIVE FUNDS
Below is a list of 312 potential alternatives to the WisdomTree Emerging Markets Multifactor Fund ETF based on the alternatives' overlap in portfolio holdings with EMMF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | EMMF | Expense: | 48 bp | ALTAR Score™: | 8.6% |
Ticker | Fund Name |
Overlap1 vs EMMF (%) |
Expense ratio (bp) |
Savings vs EMMF (bp) |
ALTAR Score™ (%) |
ALTAR vs EMMF (%) |
DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund | 47.3 | 32 | 16 | 7.1 | -1.5 |
ROAM | Hartford Multifactor Emerging Markets ETF | 35.2 | 44 | 4 | 11.5 | +2.9 |
KEMX | KraneShares MSCI Emerging Markets EX China Index ETF | 33.7 | 24 | 24 | 6.8 | -1.8 |
GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | 32.6 | 45 | 3 | 8.3 | -0.3 |
EMXC | iShares MSCI Emerging Markets ex China ETF | 32.4 | 25 | 23 | -4.1 | -12.7 |
JHEM | John Hancock Multifactor Emerging Markets ETF | 31.9 | 49 | -1 | 8.2 | -0.3 |
XC | WisdomTree Emerging Markets Ex-China Fund | 31.4 | 32 | 16 | -4.7 | -13.3 |
DEHP | Dimensional Emerging Markets High Profitability ETF | 29.0 | 41 | 7 | 6.9 | -1.6 |
STXE | Strive Emerging Markets Ex-China ETF | 28.9 | 32 | 16 | -11.9 | -20.5 |
QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fun | 28.8 | 40 | 8 | 7.1 | -1.4 |
XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 28.3 | 32 | 16 | 6.0 | -2.6 |
DBEM | Xtrackers MSCI Emerging Markets Hedged Equity ETF | 28.0 | 66 | -18 | -0.6 | -9.1 |
QEMM | SPDR MSCI Emerging Markets StrategicFactors ETF | 27.6 | 30 | 18 | 8.4 | -0.2 |
BKEM | BNY Mellon Emerging Markets Equity ETF | 27.5 | 11 | 37 | -12.7 | -21.3 |
EMGF | iShares Emerging Markets Equity Factor ETF | 27.3 | 25 | 23 | 8.5 | -0.0 |
EEM | iShares MSCI Emerging Markets ETF | 27.3 | 69 | -21 | -1.0 | -9.6 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 27.2 | 36 | 12 | -12.9 | -21.4 |
EEMX | SPDR MSCI Emerging Markets Fossil Fuel Free ETF | 27.2 | 30 | 18 | 7.3 | -1.2 |
PXH | Invesco FTSE RAFI Emerging Markets ETF | 26.5 | 49 | -1 | 11.4 | +2.9 |
FNDE | Schwab Fundamental Emerging Markets Large Co. Index ETF | 26.2 | 39 | 9 | 12.0 | +3.5 |
DFAE | Dimensional Emerging Core Equity Market ETF | 26.2 | 35 | 13 | 7.6 | -1.0 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 26.0 | 15 | 33 | 7.3 | -1.3 |
EEMA | iShares MSCI Emerging Markets Asia ETF | 25.7 | 49 | -1 | 6.7 | -1.9 |
IEMG | iShares Core MSCI Emerging Markets ETF | 25.1 | 9 | 39 | 1.1 | -7.4 |
RAYE | Rayliant Quantamental Emerging Market ex-China Equity ETF | 25.1 | 88 | -40 | 6.4 | -2.2 |
FEEM | FlexShares ESG & Climate Emerging Markets Core Index ETF | 24.8 | 18 | 30 | 7.7 | -0.9 |
SCHE | Schwab Emerging Markets Equity ETF | 24.7 | 11 | 37 | 7.4 | -1.1 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 24.5 | 70 | -22 | 6.3 | -2.2 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 24.4 | 33 | 15 | 7.0 | -1.6 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 24.3 | 19 | 29 | 7.2 | -1.4 |
MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | 24.1 | 50 | -2 | 10.3 | +1.8 |
XCEM | Columbia EM Core ex-China ETF | 23.9 | 16 | 32 | -24.3 | -32.8 |
EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | 23.9 | 25 | 23 | 6.7 | -1.8 |
ESGE | iShares ESG Aware MSCI EM ETF | 23.8 | 25 | 23 | 7.5 | -1.1 |
EMXF | iShares ESG Advanced MSCI EM ETF | 23.1 | 16 | 32 | 7.6 | -1.0 |
FDEM | Fidelity Emerging Markets Multifactor ETF | 23.0 | 25 | 23 | 11.5 | +3.0 |
EMSG | Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF | 22.7 | 20 | 28 | 7.4 | -1.1 |
VWO | Vanguard FTSE Emerging Markets ETF | 22.5 | 8 | 40 | -0.0 | -8.6 |
FLIN | Franklin FTSE India ETF | 22.1 | 19 | 29 | 5.4 | -3.1 |
INDA | iShares MSCI India ETF | 22.0 | 65 | -17 | 3.8 | -4.8 |
JPEM | JPMorgan Diversified Return Emerging Markets Equity ETF | 22.0 | 44 | 4 | 9.7 | +1.1 |
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 21.8 | 38 | 10 | 8.0 | -0.6 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 21.5 | 95 | -47 | 10.6 | +2.1 |
EMDM | First Trust Bloomberg Emerging Market Democracies ETF | 21.3 | 75 | -27 | 9.3 | +0.7 |
EEMO | Invesco S&P Emerging Markets Momentum ETF | 21.2 | 29 | 19 | 5.9 | -2.6 |
PIN | Invesco India ETF | 21.2 | 78 | -30 | 4.0 | -4.5 |
SPEM | SPDR Portfolio Emerging Markets ETF | 21.2 | 7 | 41 | 1.6 | -6.9 |
LDEM | iShares ESG MSCI EM Leaders ETF | 21.1 | 17 | 31 | 7.8 | -0.8 |
DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | 21.1 | 41 | 7 | 7.8 | -0.8 |
NUEM | Nuveen ESG Emerging Markets Equity ETF | 20.9 | 36 | 12 | 6.7 | -1.9 |
EELV | Invesco S&P Emerging Markets Low Volatility ETF | 19.2 | 29 | 19 | 8.3 | -0.2 |
FEM | First Trust Emerging Markets AlphaDEX Fund | 18.8 | 80 | -32 | 16.0 | +7.5 |
EPI | WisdomTree India Earnings Fund | 18.5 | 85 | -37 | 7.1 | -1.5 |
EWT | iShares MSCI Taiwan ETF | 18.4 | 58 | -10 | 5.5 | -3.0 |
AVES | Avantis Emerging Markets Value ETF | 18.2 | 36 | 12 | 11.7 | +3.1 |
UEVM | VictoryShares Emerging Markets Value Momentum ETF | 17.8 | 45 | 3 | 12.6 | +4.0 |
TLTE | FlexShares Morningstar Emerging Markets Factor Tilt Index | 17.3 | 59 | -11 | -0.6 | -9.1 |
RNEM | First Trust Emerging Markets Equity Select ETF | 17.2 | 75 | -27 | 8.2 | -0.4 |
NFTY | First Trust India NIFTY 50 Equal Weight ETF | 16.9 | 80 | -32 | 6.3 | -2.3 |
FLTW | Franklin FTSE Taiwan ETF | 16.6 | 19 | 29 | 5.9 | -2.7 |
DEM | WisdomTree Emerging Markets High Dividend Fund | 16.6 | 63 | -15 | 12.4 | +3.8 |
BKF | iShares MSCI BIC ETF | 16.2 | 69 | -21 | 6.9 | -1.7 |
INDY | iShares India 50 ETF | 16.1 | 89 | -41 | 3.8 | -4.7 |
GMF | SPDR S&P Emerging Asia Pacific ETF | 16.1 | 49 | -1 | 6.3 | -2.2 |
DFEV | Dimensional Emerging Markets Value ETF | 15.8 | 43 | 5 | 10.8 | +2.3 |
AVEM | Avantis Emerging Markets Equity ETF | 15.3 | 33 | 15 | 8.7 | +0.2 |
MINV | Matthews Asia Innovators Active ETF | 14.3 | 79 | -31 | 2.9 | -5.6 |
RODE | Hartford Multifactor Diversified International ETF | 13.4 | 29 | 19 | 11.2 | +2.7 |
VIDI | Vident International Equity Strategy ETF | 12.3 | 61 | -13 | 11.3 | +2.7 |
AIA | iShares Asia 50 ETF | 11.3 | 50 | -2 | 7.0 | -1.6 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 10.9 | 42 | 6 | 6.6 | -2.0 |
FLLA | Franklin FTSE Latin America ETF | 10.9 | 19 | 29 | -108.1 | -116.7 |
ECOW | Pacer Emerging Markets Cash Cows 100 ETF | 10.4 | 70 | -22 | 11.2 | +2.7 |
FRDM | Freedom 100 Emerging Markets ETF | 9.9 | 49 | -1 | -737.0 | -745.6 |
KNCT | Invesco Next Gen Connectivity ETF | 9.8 | 40 | 8 | 5.6 | -3.0 |
MEM | Matthews Emerging Markets Equity Active ETF | 9.4 | 79 | -31 | 5.3 | -3.2 |
EYLD | Cambria Emerging Shareholder Yield ETF | 9.4 | 66 | -18 | 12.6 | +4.1 |
EMC | Global X Emerging Markets Great Consumer ETF | 9.1 | 75 | -27 | 5.0 | -3.5 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 8.8 | 34 | 14 | 4.8 | -3.8 |
VSGX | Vanguard ESG International Stock ETF | 8.6 | 12 | 36 | 4.3 | -4.3 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 8.5 | 41 | 7 | 6.5 | -2.0 |
DVYE | iShares Emerging Markets Dividend ETF | 8.4 | 49 | -1 | 16.8 | +8.3 |
EDIV | SPDR S&P Emerging Markets Dividend ETF | 8.1 | 49 | -1 | 10.7 | +2.2 |
IWTR | iShares MSCI Water Management Multisector ETF | 8.1 | 47 | 1 | 4.6 | -3.9 |
PIE | Invesco Dorsey Wright Emerging Markets Momentum ETF | 8.0 | 90 | -42 | 6.7 | -1.8 |
IQDE | FlexShares International Quality Dividend Defensive Index ET | 8.0 | 47 | 1 | 10.1 | +1.6 |
FLN | First Trust Latin America AlphaDEX Fund | 7.9 | 80 | -32 | 9.7 | +1.2 |
EWY | iShares MSCI South Korea ETF | 7.9 | 58 | -10 | 8.2 | -0.3 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 7.8 | 20 | 28 | 10.6 | +2.1 |
ECON | Columbia Emerging Markets Consumer ETF | 7.8 | 49 | -1 | 4.8 | -3.7 |
IXUS | iShares Core MSCI Total International Stock ETF | 7.7 | 7 | 41 | 5.0 | -3.6 |
VXUS | Vanguard Total International Stock ETF | 7.5 | 7 | 41 | 5.2 | -3.4 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 7.5 | 20 | 28 | 6.6 | -2.0 |
INCO | Columbia India Consumer ETF | 7.4 | 75 | -27 | 1.8 | -6.7 |
EEMD | AAM S&P Emerging Markets High Dividend Value ETF | 7.3 | 49 | -1 | 17.9 | +9.3 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 7.2 | 8 | 40 | 5.1 | -3.5 |
EWZ | iShares MSCI Brazil ETF | 7.2 | 58 | -10 | 8.2 | -0.3 |
FLKR | Franklin FTSE South Korea ETF | 7.0 | 9 | 39 | 9.0 | +0.4 |
IXN | iShares Global Tech ETF | 7.0 | 41 | 7 | 4.1 | -4.4 |
FPA | First Trust Asia Pacific ex-Japan AlphaDEX Fund | 6.9 | 80 | -32 | 9.7 | +1.1 |
EMM | Global X Emerging Markets ETF | 6.9 | 75 | -27 | 3.9 | -4.7 |
FLBR | Franklin FTSE Brazil ETF | 6.7 | 19 | 29 | 8.8 | +0.3 |
IQDF | FlexShares International Quality Dividend Index Fund | 6.5 | 47 | 1 | 10.4 | +1.9 |
NXTG | First Trust Indxx NextG ETF | 6.5 | 70 | -22 | 5.7 | -2.8 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 6.5 | 47 | 1 | 9.7 | +1.2 |
VYMI | Vanguard International High Dividend Yield ETF | 6.3 | 22 | 26 | 9.7 | +1.1 |
FBZ | First Trust Brazil AlphaDEX Fund | 6.2 | 80 | -32 | 10.8 | +2.3 |
EMDV | ProShares MSCI Emerging Markets Dividend Growers ETF | 6.2 | 60 | -12 | 9.8 | +1.3 |
NDIA | Global X India Active ETF | 6.0 | 75 | -27 | 6.3 | -2.2 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 5.8 | 30 | 18 | 7.6 | -1.0 |
KEMQ | KraneShares Emerging Markets Consumer Technology Index ETF | 5.8 | 60 | -12 | 0.7 | -7.9 |
GLIN | VanEck India Growth Leaders ETF | 5.3 | 77 | -29 | 4.9 | -3.6 |
SDEM | Global X MSCI SuperDividend Emerging Markets ETF | 5.1 | 67 | -19 | 17.3 | +8.8 |
WWJD | Inspire International ETF | 4.9 | 80 | -32 | 6.9 | -1.7 |
DEW | WisdomTree Global High Dividend Fund | 4.9 | 58 | -10 | 9.0 | +0.4 |
SCHY | Schwab International Dividend Equity ETF | 4.9 | 14 | 34 | 8.8 | +0.2 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 4.8 | 75 | -27 | 2.9 | -5.7 |
ASEA | Global X FTSE Southeast Asia ETF | 4.8 | 65 | -17 | 6.3 | -2.3 |
CGXU | Capital Group International Focus Equity ETF | 4.6 | 54 | -6 | 4.0 | -4.5 |
EDOG | ALPS Emerging Sector Dividend Dogs ETF | 4.6 | 60 | -12 | 13.2 | +4.6 |
EIDO | iShares MSCI Indonesia ETF | 4.4 | 59 | -11 | 6.7 | -1.9 |
CHAT | Roundhill Generative AI & Technology ETF | 4.3 | 75 | -27 | 2.5 | -6.0 |
WRND | IQ Global Equity R&D Leaders ETF | 4.2 | 18 | 30 | 6.9 | -1.7 |
CWI | SPDR MSCI ACWI ex-US ETF | 4.1 | 30 | 18 | 6.6 | -2.0 |
FLMX | Franklin FTSE Mexico ETF | 4.1 | 19 | 29 | 6.9 | -1.7 |
IDX | VanEck Indonesia Index ETF | 4.0 | 57 | -9 | 7.7 | -0.8 |
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 3.9 | 58 | -10 | 10.0 | +1.4 |
GLOF | iShares Global Equity Factor ETF | 3.9 | 20 | 28 | 7.1 | -1.5 |
EWM | iShares MSCI Malaysia ETF | 3.8 | 50 | -2 | 5.6 | -3.0 |
GVAL | Cambria Global Value ETF | 3.8 | 68 | -20 | 12.1 | +3.5 |
CLNR | IQ Cleaner Transport ETF | 3.6 | 45 | 3 | 8.0 | -0.6 |
BLES | Inspire Global Hope ETF | 3.5 | 61 | -13 | 6.2 | -2.4 |
EWW | iShares MSCI Mexico ETF | 3.5 | 50 | -2 | 6.4 | -2.2 |
XT | iShares Exponential Technologies ETF | 3.4 | 46 | 2 | 3.7 | -4.9 |
MOTI | VanEck Morningstar International Moat ETF | 3.3 | 58 | -10 | 6.9 | -1.6 |
ACWI | iShares MSCI ACWI ETF | 3.3 | 32 | 16 | 5.3 | -3.2 |
TUR | iShares MSCI Turkey ETF | 3.2 | 58 | -10 | 21.8 | +13.2 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 3.1 | 20 | 28 | 5.3 | -3.2 |
VPL | Vanguard FTSE Pacific ETF | 2.9 | 8 | 40 | 6.5 | -2.1 |
KDIV | KraneShares S&P Pan Asia Dividend Aristocrats Index ETF | 2.9 | 68 | -20 | 6.9 | -1.6 |
ILF | iShares Latin America 40 ETF | 2.9 | 48 | 0 | 7.9 | -0.6 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 2.8 | 70 | -22 | 3.4 | -5.2 |
DGIN | VanEck Digital India ETF | 2.8 | 71 | -23 | 1.5 | -7.1 |
OBOR | KraneShares MSCI One Belt One Road Index ETF | 2.8 | 79 | -31 | 10.0 | +1.4 |
IGRO | iShares International Dividend Growth ETF | 2.8 | 15 | 33 | 7.3 | -1.3 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 2.8 | 65 | -17 | 7.8 | -0.8 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.8 | 52 | -4 | 5.7 | -2.9 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 2.7 | 25 | 23 | 8.8 | +0.3 |
GGME | Invesco Next Gen Media and Gaming ETF | 2.7 | 60 | -12 | 3.6 | -5.0 |
VT | Vanguard Total World Stock ETF | 2.7 | 7 | 41 | 5.0 | -3.6 |
JSTC | Adasina Social Justice All Cap Global ETF | 2.6 | 89 | -41 | 4.5 | -4.1 |
EZA | iShares MSCI South Africa ETF | 2.6 | 58 | -10 | 11.4 | +2.9 |
INDF | Nifty India Financials ETF | 2.6 | 75 | -27 | 6.0 | -2.5 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 2.5 | 80 | -32 | 10.6 | +2.1 |
IDAT | iShares Future Cloud 5G and Tech ETF | 2.5 | 47 | 1 | 4.1 | -4.4 |
VIGI | Vanguard International Dividend Appreciation ETF | 2.4 | 15 | 33 | 5.4 | -3.2 |
EPHE | iShares MSCI Philippines ETF | 2.4 | 59 | -11 | 8.0 | -0.5 |
AFK | VanEck Africa Index ETF | 2.4 | 98 | -50 | 8.9 | +0.3 |
FILL | iShares MSCI Global Energy Producers ETF | 2.4 | 39 | 9 | 9.5 | +1.0 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 2.3 | 34 | 14 | 10.8 | +2.2 |
KALL | KraneShares MSCI All China Index ETF | 2.3 | 49 | -1 | 9.5 | +1.0 |
ADIV | SmartETFs Asia Pacific Dividend Builder ETF | 2.3 | 78 | -30 | 8.7 | +0.2 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.3 | 12 | 36 | 4.9 | -3.7 |
DSTX | Distillate International Fundamental Stability & Value ETF | 2.3 | 55 | -7 | 7.4 | -1.2 |
AIQ | Global X Artificial Intelligence & Technology ETF | 2.2 | 68 | -20 | 3.7 | -4.8 |
METV | Roundhill Ball Metaverse ETF | 2.2 | 59 | -11 | 3.6 | -5.0 |
DINT | Davis Select International ETF | 2.2 | 55 | -7 | 5.0 | -3.6 |
UMMA | Wahed Dow Jones Islamic World ETF | 2.2 | 65 | -17 | 4.2 | -4.4 |
DWLD | Davis Select Worldwide ETF | 2.2 | 63 | -15 | 5.7 | -2.9 |
FMET | Fidelity Metaverse ETF | 2.2 | 39 | 9 | 4.2 | -4.4 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 2.2 | 56 | -8 | 13.8 | +5.2 |
BTEK | Future Tech ETF | 2.1 | 88 | -40 | 2.2 | -6.4 |
KURE | KraneShares MSCI All China Health Care Index ETF | 2.1 | 65 | -17 | 3.1 | -5.5 |
FCA | First Trust China AlphaDEX Fund | 2.0 | 80 | -32 | 16.1 | +7.6 |
CUT | Invesco MSCI Global Timber ETF | 2.0 | 61 | -13 | 8.4 | -0.2 |
MCH | Matthews China Active ETF | 2.0 | 79 | -31 | 5.8 | -2.8 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 2.0 | 20 | 28 | 6.7 | -1.9 |
CGV | Conductor Global Equity Value ETF | 2.0 | 130 | -82 | 10.2 | +1.7 |
FLCH | Franklin FTSE China ETF | 1.9 | 19 | 29 | 9.6 | +1.1 |
MCHI | iShares MSCI China ETF | 1.8 | 59 | -11 | 9.0 | +0.5 |
TTAI | FCF International Quality ETF | 1.8 | 59 | -11 | 6.7 | -1.8 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 1.8 | 45 | 3 | 8.2 | -0.4 |
FEMS | First Trust Emerging Markets Small Cap AlphaDEX Fund | 1.8 | 80 | -32 | 14.0 | +5.4 |
SCHF | Schwab International Equity ETF | 1.7 | 6 | 42 | 6.9 | -1.7 |
EMIF | iShares Emerging Markets Infrastructure ETF | 1.7 | 60 | -12 | 5.5 | -3.1 |
EPOL | iShares MSCI Poland ETF | 1.7 | 59 | -11 | 10.1 | +1.5 |
VEA | Vanguard FTSE Developed Markets ETF | 1.6 | 5 | 43 | 6.8 | -1.7 |
FTRI | First Trust Indxx Global Natural Resources Income ETF | 1.5 | 70 | -22 | 9.9 | +1.4 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 1.5 | 37 | 11 | 8.6 | 0.0 |
FXI | iShares China Large-Cap ETF | 1.4 | 74 | -26 | 9.8 | +1.2 |
WOOD | iShares Global Timber & Forestry ETF | 1.4 | 42 | 6 | 9.4 | +0.8 |
GXC | SPDR S&P China ETF | 1.4 | 59 | -11 | 9.0 | +0.4 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 1.4 | 46 | 2 | 9.3 | +0.8 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 1.3 | 47 | 1 | 5.7 | -2.9 |
JCHI | JPMorgan Active China ETF | 1.3 | 65 | -17 | 8.0 | -0.5 |
UIVM | VictoryShares International Value Momentum ETF | 1.3 | 35 | 13 | 10.5 | +2.0 |
CXSE | WisdomTree China ex-State-Owned Enterprises Fund | 1.3 | 32 | 16 | 5.5 | -3.1 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 1.2 | 61 | -13 | -0.3 | -8.9 |
THD | iShares MSCI Thailand ETF | 1.2 | 58 | -10 | 5.6 | -2.9 |
KWEB | KraneShares CSI China Internet ETF | 1.2 | 69 | -21 | -0.8 | -9.4 |
TCHI | iShares MSCI China Multisector Tech ETF | 1.2 | 59 | -11 | 2.7 | -5.9 |
AADR | AdvisorShares Dorsey Wright ADR ETF | 1.2 | 110 | -62 | 4.9 | -3.6 |
CHIQ | Global X MSCI China Consumer Discretionary ETF | 1.2 | 65 | -17 | 5.4 | -3.2 |
EBIZ | Global X E-Commerce ETF | 1.2 | 50 | -2 | 1.4 | -7.2 |
PGJ | Invesco Golden Dragon China ETF | 1.2 | 70 | -22 | 5.2 | -3.3 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 1.2 | 45 | 3 | 1.2 | -7.3 |
BNE | Blue Horizon BNE ETF | 1.2 | 87 | -39 | 4.1 | -4.5 |
CN | Xtrackers MSCI All China Equity ETF | 1.2 | 50 | -2 | 1,462.0 | +1,453.5 |
DGT | SPDR Global Dow ETF | 1.2 | 50 | -2 | 6.6 | -2.0 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 1.2 | 24 | 24 | 8.3 | -0.2 |
JIG | JPMorgan International Growth ETF | 1.2 | 55 | -7 | 4.1 | -4.5 |
IOO | iShares Global 100 ETF | 1.1 | 41 | 7 | 4.7 | -3.9 |
KXI | iShares Global Consumer Staples ETF | 1.1 | 41 | 7 | 5.6 | -3.0 |
QINT | American Century Quality Diversified International ETF | 1.1 | 39 | 9 | 7.3 | -1.2 |
FM | iShares Frontier and Select EM ETF | 1.1 | 80 | -32 | 8.9 | +0.4 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 1.0 | 68 | -20 | 5.0 | -3.6 |
ICLN | iShares Global Clean Energy ETF | 1.0 | 41 | 7 | 4.2 | -4.4 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 1.0 | 49 | -1 | 5.7 | -2.9 |
SDIV | Global X Superdividend ETF | 1.0 | 58 | -10 | 16.4 | +7.9 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 1.0 | 45 | 3 | 6.2 | -2.3 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.9 | 49 | -1 | 5.9 | -2.7 |
IDV | iShares International Select Dividend ETF | 0.9 | 51 | -3 | 14.1 | +5.6 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 0.9 | 75 | -27 | 3.1 | -5.4 |
IRBO | iShares Robotics and Artificial Intelligence Multisector ETF | 0.8 | 47 | 1 | 0.6 | -7.9 |
IBUY | Amplify Online Retail ETF | 0.8 | 65 | -17 | 1.6 | -7.0 |
QTUM | Defiance Quantum ETF | 0.8 | 40 | 8 | 3.8 | -4.7 |
OSEA | Harbor International Compounders ETF | 0.8 | 55 | -7 | 3.6 | -5.0 |
FTAG | First Trust Indxx Global Agriculture ETF | 0.8 | 70 | -22 | 10.1 | +1.5 |
HAP | VanEck Natural Resources ETF | 0.8 | 50 | -2 | 8.6 | +0.0 |
CRAK | VanEck Oil Refiners ETF | 0.8 | 61 | -13 | 14.8 | +6.2 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 0.7 | 80 | -32 | 5.5 | -3.0 |
EMQQ | EMQQ The Emerging Markets Internet & Ecommerce ETF | 0.7 | 86 | -38 | 1.8 | -6.8 |
ECH | iShares MSCI Chile ETF | 0.7 | 58 | -10 | -1,544.7 | -1,553.3 |
SATO | Invesco Alerian Galaxy Crypto Economy ETF | 0.7 | 61 | -13 | -7.2 | -15.7 |
FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 0.7 | 80 | -32 | 10.7 | +2.1 |
CIZ | VictoryShares Developed Enhanced Volatility Wtd ETF | 0.7 | 51 | -3 | 6.5 | -2.0 |
CIL | VictoryShares International Volatility Wtd ETF | 0.7 | 45 | 3 | 6.7 | -1.9 |
WDIV | SPDR S&P Global Dividend ETF | 0.7 | 40 | 8 | 9.6 | +1.1 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.7 | 60 | -12 | 9.4 | +0.9 |
BRAZ | Global X Brazil Active ETF | 0.7 | 75 | -27 | 8.1 | -0.5 |
ECNS | iShares MSCI China Small-Cap ETF | 0.6 | 59 | -11 | 11.0 | +2.5 |
GLIF | AGF Global Infrastructure ETF | 0.6 | 45 | 3 | 5.6 | -3.0 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 0.6 | 39 | 9 | 6.6 | -1.9 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 0.6 | 45 | 3 | 4.6 | -4.0 |
OCEN | IQ Clean Oceans ETF | 0.6 | 45 | 3 | 5.1 | -3.4 |
CGUS | Capital Group Core Equity ETF | 0.6 | 33 | 15 | 4.6 | -3.9 |
LNGG | Roundhill Alerian LNG ETF | 0.6 | 65 | -17 | 8.3 | -0.2 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.6 | 9 | 39 | 5.5 | -3.1 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.6 | 62 | -14 | 3.5 | -5.1 |
IGF | iShares Global Infrastructure ETF | 0.6 | 41 | 7 | 5.0 | -3.5 |
GII | SPDR S&P Global Infrastructure ETF | 0.6 | 40 | 8 | 5.2 | -3.4 |
IVRS | iShares Future Metaverse Tech and Communications ETF | 0.5 | 47 | 1 | -2.9 | -11.5 |
FPXI | First Trust International Equity Opportunities ETF | 0.5 | 70 | -22 | 3.3 | -5.2 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 0.5 | 58 | -10 | 4.4 | -4.2 |
TPIF | Timothy Plan International ETF | 0.5 | 62 | -14 | 6.5 | -2.1 |
FDNI | First Trust Dow Jones International Internet ETF | 0.5 | 65 | -17 | 2.5 | -6.1 |
BJK | VanEck Gaming ETF | 0.5 | 65 | -17 | 1.5 | -7.0 |
SNSR | Global X Internet of Things ETF | 0.4 | 68 | -20 | 3.6 | -4.9 |
RXI | iShares Global Consumer Discretionary ETF | 0.4 | 41 | 7 | 5.3 | -3.2 |
GINN | Goldman Sachs Innovate Equity ETF | 0.4 | 52 | -4 | 2.8 | -5.8 |
KOIN | Capital Link Global Fintech Leaders ETF | 0.4 | 75 | -27 | 4.8 | -3.8 |
JETS | U.S. Global Jets ETF | 0.4 | 60 | -12 | -13.5 | -22.0 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.4 | 65 | -17 | 1.9 | -6.6 |
RNRG | Global X Renewable Energy Producers ETF | 0.4 | 66 | -18 | 4.9 | -3.7 |
DWX | SPDR S&P International Dividend ETF | 0.4 | 45 | 3 | 6.7 | -1.8 |
TMFG | Motley Fool Global Opportunities ETF | 0.4 | 85 | -37 | 3.2 | -5.3 |
SHPP | Pacer Industrials and Logistics ETF | 0.4 | 60 | -12 | 8.4 | -0.1 |
BBEU | JPMorgan BetaBuilders Europe ETF | 0.4 | 9 | 39 | 6.6 | -1.9 |
FLEE | Franklin FTSE Europe ETF | 0.3 | 9 | 39 | 6.8 | -1.8 |
IQSI | IQ Candriam International Equity ETF | 0.3 | 15 | 33 | 6.2 | -2.3 |
SPEU | SPDR Portfolio Europe ETF | 0.3 | 7 | 41 | 6.6 | -1.9 |
VGK | Vanguard FTSE Europe ETF | 0.3 | 11 | 37 | 6.8 | -1.8 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 0.3 | 65 | -17 | 12.6 | +4.1 |
IDOG | ALPS International Sector Dividend Dogs ETF | 0.3 | 50 | -2 | 11.3 | +2.7 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 0.3 | 58 | -10 | 12.9 | +4.3 |
BPAY | BlackRock Future Financial and Technology ETF | 0.3 | 70 | -22 | 7.9 | -0.7 |
PNQI | Invesco NASDAQ Internet ETF | 0.3 | 60 | -12 | 2.2 | -6.3 |
HART | IQ Healthy Hearts ETF | 0.3 | 45 | 3 | 5.3 | -3.3 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 0.3 | 9 | 39 | 7.9 | -0.7 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.3 | 3 | 45 | 6.7 | -1.9 |
AQWA | Global X Clean Water ETF | 0.3 | 50 | -2 | 4.3 | -4.3 |
PIO | Invesco Global Water ETF | 0.3 | 75 | -27 | 4.4 | -4.1 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 0.3 | 47 | 1 | 5.4 | -3.1 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.3 | 46 | 2 | 5.5 | -3.1 |
ISHP | First Trust Nasdaq Retail ETF | 0.3 | 60 | -12 | 3.0 | -5.6 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.3 | 20 | 28 | 6.5 | -2.1 |
BKIE | BNY Mellon International Equity ETF | 0.2 | 4 | 44 | 6.8 | -1.8 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.2 | 7 | 41 | 6.3 | -2.3 |
ARGT | Global X MSCI Argentina ETF | 0.2 | 59 | -11 | 5.6 | -3.0 |
IGPT | Invesco AI and Next Gen Software ETF | 0.2 | 60 | -12 | 3.3 | -5.2 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.2 | 45 | 3 | 3.2 | -5.4 |
EXI | iShares Global Industrials ETF | 0.2 | 42 | 6 | 4.6 | -3.9 |
JRNY | ALPS Global Travel Beneficiaries ETF | 0.2 | 65 | -17 | 0.5 | -8.1 |
RING | iShares MSCI Global Gold Miners ETF | 0.2 | 39 | 9 | 6.6 | -2.0 |
IXG | iShares Global Financials ETF | 0.2 | 42 | 6 | 6.7 | -1.8 |
MXI | iShares Global Materials ETF | 0.2 | 41 | 7 | 6.6 | -1.9 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 0.2 | 39 | 9 | 7.4 | -1.2 |
APIE | ActivePassive International Equity ETF | 0.2 | 45 | 3 | 7.7 | -0.9 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 0.2 | 45 | 3 | -4.0 | -12.6 |
EEMS | iShares MSCI Emerging Markets Small Cap ETF | 0.1 | 70 | -22 | 7.1 | -1.5 |
SAGP | Strategas Global Policy Opportunities ETF | 0.1 | 65 | -17 | 4.3 | -4.2 |
IDHQ | Invesco S&P International Developed High Quality ETF | 0.1 | 29 | 19 | 5.9 | -2.6 |
NLR | VanEck Uranium+Nuclear Energy ETF | 0.1 | 61 | -13 | 4.5 | -4.0 |
SLVP | iShares MSCI Global Silver Miners ETF | 0.1 | 39 | 9 | 4.4 | -4.1 |
GDVD | R3 Global Dividend Growth ETF | 0.1 | 88 | -40 | 5.7 | -2.8 |
NIKL | Sprott Nickel Miners ETF | 0.1 | 75 | -27 | 9.3 | +0.7 |
GOEX | Global X Gold Explorers ETF | 0.1 | 65 | -17 | 5.4 | -3.1 |
BATT | Amplify Lithium & Battery Technology ETF | 0.1 | 59 | -11 | 3.6 | -5.0 |
ION | ProShares S&P Global Core Battery Metals ETF | 0.1 | 58 | -10 | 9.9 | +1.4 |
SCHC | Schwab International Small-Cap Equity ETF | 0.1 | 11 | 37 | 5.8 | -2.7 |
VEGI | iShares MSCI Agriculture Producers ETF | 0.1 | 39 | 9 | 9.1 | +0.6 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.0 | 42 | 6 | 4.9 | -3.6 |
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
2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share | ** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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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: |
WisdomTree Emerging Markets Multifactor Fund | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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