WisdomTree Emerging Markets Multifactor Fund
ALTAR
Score™		 8.8% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 10.5x P/Sales
ratio		 0.7x
P/BV
ratio		 1.7x Div.
yield		 3.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium 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.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor WisdomTree
Website www.wisdomtree.com
Inception date Aug 10, 2018
Assets (mns) $35
Currency USD
Expense ratio 48 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 217
Wgt avg mkt cap (mns) $99,780
Large cap (>$10bn) 58.9%
Mid cap ($2-10bn) 40.7%
Small cap (<$2bn) 0.4%
Developed mkts 1.2%
Emerging mkts 98.8%

TOP TEN HOLDINGS
TAIWAN SEMICONDUCTOR MANUFAC 9.1 %
SAMSUNG ELECTRONICS CO LTD 2.3 %
MERITZ FINANCE GROUP INC 1.3 %
WIWYNN CORP. 1.3 %
QUANTA COMPUTER INC 1.3 %
CHINA RESOURCES POWER HOLDIN 1.2 %
LITE-ON TECHNOLOGY CORP 1.1 %
BANK CENTRAL ASIA PT 1.1 %
FUYAO GLASS INDUSTRY GROUP CO., LT 1.1 %
PICC PROPERTY & CASUALTY -H 1.0 %
Total 20.8 %

TOP COUNTRY EXPOSURE
INDIA 26.6 %
TAIWAN 20.5 %
SOUTH KOREA 8.7 %
CHINA 7.7 %
BRAZIL 6.5 %
MALAYSIA 5.1 %
INDONESIA 4.1 %
SOUTH AFRICA 3.1 %
TURKEY 3.0 %
MEXICO 2.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
11.7% 23.9% 6.9% -- 4.2%

Market Correlations
versus... Beta R-squared
S&P500 0.57 60%
MSCI EAFE 0.61 71%
MSCI Emg. Mkts. 0.66 81%

Technical Indicators
Recent close $27.04
30d moving avg. $28.24
Annualized volatility 12.8%
Short interest (ETF) 0.5%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 10
Turnover 0.8%
Bid/Ask (% of price) 0.29%
ADV underlying (mns) $6,829

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 323 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™: 8.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EMMF
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 45.0 32 16 6.9 -1.9
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 34.1 24 24 9.2 +0.4
EMXC iShares MSCI Emerging Markets ex China ETF 32.5 25 23 6.7 -2.1
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 32.1 40 8 8.3 -0.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 31.6 45 3 11.0 +2.2
ROAM Hartford Multifactor Emerging Markets ETF 31.4 44 4 15.8 +7.0
STXE Strive Emerging Markets Ex-China ETF 31.3 32 16 7.0 -1.8
XC WisdomTree Emerging Markets Ex-China Fund 31.3 32 16 6.0 -2.8
JHEM John Hancock Multifactor Emerging Markets ETF 30.2 49 -1 8.2 -0.6
EEMO Invesco S&P Emerging Markets Momentum ETF 30.1 29 19 5.5 -3.3
EMGF iShares Emerging Markets Equity Factor ETF 29.9 25 23 8.5 -0.3
XCNY SPDR S&P Emerging Markets ex-China ETF 28.9 15 33 6.3 -2.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 28.7 66 -18 10.0 +1.2
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 28.5 32 16 6.2 -2.6
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 28.5 88 -40 7.4 -1.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 28.3 30 18 7.3 -1.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 28.3 15 33 7.2 -1.5
EEM iShares MSCI Emerging Markets ETF 28.2 69 -21 6.9 -1.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 28.2 33 15 8.2 -0.5
XCEM Columbia EM Core ex-China ETF 27.9 16 32 7.7 -1.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 27.5 15 33 10.2 +1.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 27.1 30 18 8.1 -0.7
EEMA iShares MSCI Emerging Markets Asia ETF 27.0 49 -1 6.5 -2.3
BKEM BNY Mellon Emerging Markets Equity ETF 26.9 11 37 8.4 -0.4
DEHP Dimensional Emerging Markets High Profitability ETF 26.9 41 7 5.0 -3.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 26.6 36 12 7.8 -1.0
FLAX Franklin FTSE Asia Ex Japan ETF 26.1 19 29 6.9 -1.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 25.9 70 -22 6.2 -2.6
EQLT iShares MSCI Emerging Markets Quality Factor ETF 25.6 35 13 7.4 -1.4
SCHE Schwab Emerging Markets Equity ETF 25.5 11 37 7.1 -1.7
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 25.4 18 30 6.8 -2.0
DFAE Dimensional Emerging Core Equity Market ETF 25.4 35 13 7.3 -1.5
IEMG iShares Core MSCI Emerging Markets ETF 25.3 9 39 7.5 -1.3
ECON Columbia Emerging Markets Consumer ETF 25.0 49 -1 7.3 -1.4
ESGE iShares ESG Aware MSCI EM ETF 24.0 25 23 7.1 -1.6
EMDM First Trust Bloomberg Emerging Market Democracies ETF 23.9 75 -27 8.2 -0.6
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 23.8 39 9 12.5 +3.7
VWO Vanguard FTSE Emerging Markets ETF 23.7 8 40 6.9 -1.9
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 23.3 25 23 6.6 -2.1
FDEM Fidelity Emerging Markets Multifactor ETF 23.3 25 23 12.3 +3.5
PXH Invesco FTSE RAFI Emerging Markets ETF 23.2 49 -1 12.2 +3.5
EMXF iShares ESG Advanced MSCI EM ETF 23.2 16 32 6.8 -2.0
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 22.8 44 4 10.6 +1.9
NUEM Nuveen ESG Emerging Markets Equity ETF 22.7 36 12 6.5 -2.3
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 22.6 20 28 6.8 -2.0
SPEM SPDR Portfolio Emerging Markets ETF 22.4 7 41 7.3 -1.5
FLIN Franklin FTSE India ETF 22.3 19 29 4.7 -4.1
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 22.0 95 -47 10.5 +1.7
PIN Invesco India ETF 21.9 78 -30 4.5 -4.3
INDA iShares MSCI India ETF 21.6 65 -17 4.4 -4.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 21.5 50 -2 13.0 +4.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 21.1 38 10 7.8 -1.0
FTHF First Trust Emerging Markets Human Flourishing ETF 20.9 75 -27 8.9 +0.1
EVLU iShares MSCI Emerging Markets Value Factor ETF 20.5 35 13 12.4 +3.6
UEVM VictoryShares Emerging Markets Value Momentum ETF 20.4 45 3 12.3 +3.5
LDEM iShares ESG MSCI EM Leaders ETF 20.0 17 31 7.6 -1.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 19.9 59 -11 11.3 +2.5
EWT iShares MSCI Taiwan ETF 19.7 58 -10 5.7 -3.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 19.5 41 7 7.4 -1.4
EPI WisdomTree India Earnings Fund 19.2 85 -37 6.1 -2.7
FLTW Franklin FTSE Taiwan ETF 18.2 19 29 5.9 -2.9
RNEM First Trust Emerging Markets Equity Select ETF 16.8 75 -27 7.6 -1.2
GMF SPDR S&P Emerging Asia Pacific ETF 16.8 49 -1 6.1 -2.6
BKF iShares MSCI BIC ETF 16.5 69 -21 6.9 -1.9
AVES Avantis Emerging Markets Value ETF 16.5 36 12 11.6 +2.8
DEM WisdomTree Emerging Markets High Dividend Fund 16.2 63 -15 18.9 +10.1
NFTY First Trust India NIFTY 50 Equal Weight ETF 16.2 80 -32 6.3 -2.5
MINV Matthews Asia Innovators Active ETF 15.9 79 -31 3.0 -5.8
MEM Matthews Emerging Markets Equity Active ETF 15.6 79 -31 5.4 -3.4
INDY iShares India 50 ETF 15.5 89 -41 4.6 -4.2
EELV Invesco S&P Emerging Markets Low Volatility ETF 14.9 29 19 8.7 -0.1
AVEM Avantis Emerging Markets Equity ETF 14.3 33 15 8.9 +0.1
FEM First Trust Emerging Markets AlphaDEX Fund 13.9 80 -32 13.0 +4.3
AIA iShares Asia 50 ETF 13.3 50 -2 6.6 -2.2
DFEV Dimensional Emerging Markets Value ETF 12.3 43 5 11.1 +2.3
PATN Pacer Nasdaq International Patent Leaders ETF 12.2 65 -17 6.5 -2.3
ECOW Pacer Emerging Markets Cash Cows 100 ETF 12.1 70 -22 9.2 +0.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 11.6 42 6 8.1 -0.7
KNCT Invesco Next Gen Connectivity ETF 11.6 40 8 5.6 -3.2
VIDI Vident International Equity Strategy ETF 11.3 61 -13 10.2 +1.4
FRDM Freedom 100 Emerging Markets ETF 11.1 49 -1 7.3 -1.5
RODE Hartford Multifactor Diversified International ETF 11.1 29 19 11.8 +3.0
ACWX iShares MSCI ACWI ex U.S. ETF 9.4 34 14 7.0 -1.8
FLLA Franklin FTSE Latin America ETF 9.2 19 29 13.2 +4.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 9.1 41 7 7.4 -1.4
VSGX Vanguard ESG International Stock ETF 9.0 12 36 6.8 -2.0
FBOT Fidelity Disruptive Automation ETF 9.0 50 -2 3.6 -5.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 8.9 18 30 7.0 -1.8
EYLD Cambria Emerging Shareholder Yield ETF 8.9 66 -18 13.2 +4.4
IQDE FlexShares International Quality Dividend Defensive Index ET 8.7 47 1 14.8 +6.0
EDIV SPDR S&P Emerging Markets Dividend ETF 8.7 49 -1 12.0 +3.2
IQDF FlexShares International Quality Dividend Index Fund 8.7 47 1 12.9 +4.1
VEU Vanguard FTSE All-World ex-US Index Fund 8.5 8 40 7.3 -1.5
EMM Global X Emerging Markets ex-China ETF 8.4 75 -27 4.2 -4.5
EMC Global X Emerging Markets Great Consumer ETF 8.2 75 -27 4.5 -4.3
IWTR iShares MSCI Water Management Multisector ETF 8.2 47 1 5.0 -3.8
IXUS iShares Core MSCI Total International Stock ETF 8.2 7 41 7.2 -1.6
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 8.0 90 -42 6.1 -2.6
VXUS Vanguard Total International Stock ETF 8.0 7 41 7.2 -1.6
DVYE iShares Emerging Markets Dividend ETF 7.8 49 -1 18.8 +10.0
FLN First Trust Latin America AlphaDEX Fund 7.3 80 -32 8.4 -0.3
IXN iShares Global Tech ETF 7.2 41 7 4.5 -4.3
ACWV iShares MSCI Global Min Vol Factor ETF 7.0 20 28 6.3 -2.4
GBUY Goldman Sachs Future Consumer Equity ETF 7.0 75 -27 3.3 -5.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 6.9 47 1 9.4 +0.6
EWY iShares MSCI South Korea ETF 6.9 58 -10 9.8 +1.1
JIG JPMorgan International Growth ETF 6.8 55 -7 4.6 -4.1
IVES Wedbush ETFMG Global Cloud Technology ETF 6.3 68 -20 5.8 -3.0
EWZ iShares MSCI Brazil ETF 6.3 58 -10 10.4 +1.6
AIVC Amplify Bloomberg AI Value Chain ETF 6.2 59 -11 5.8 -2.9
GLIN VanEck India Growth Leaders ETF 6.2 77 -29 5.7 -3.1
CHAT Roundhill Generative AI & Technology ETF 6.0 75 -27 3.8 -4.9
EEMD AAM S&P Emerging Markets High Dividend Value ETF 5.9 49 -1 16.1 +7.4
VYMI Vanguard International High Dividend Yield ETF 5.9 22 26 9.8 +1.1
FLBR Franklin FTSE Brazil ETF 5.9 19 29 13.2 +4.4
SDEM Global X MSCI SuperDividend Emerging Markets ETF 5.9 67 -19 15.0 +6.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 5.8 30 18 8.0 -0.8
FBZ First Trust Brazil AlphaDEX Fund 5.6 80 -32 13.3 +4.5
FLKR Franklin FTSE South Korea ETF 5.5 9 39 10.6 +1.8
CGXU Capital Group International Focus Equity ETF 5.4 54 -6 4.9 -3.9
AGQI First Trust Active Global Quality Income ETF 5.3 85 -37 5.9 -2.9
SCHY Schwab International Dividend Equity ETF 5.3 14 34 9.3 +0.6
EWM iShares MSCI Malaysia ETF 5.1 50 -2 5.5 -3.3
NXTG First Trust Indxx NextG ETF 5.0 70 -22 6.2 -2.5
BIGFX Baron International Growth Retail 4.7 75 -27 3.1 -5.6
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 4.7 60 -12 9.8 +1.0
EDOG ALPS Emerging Sector Dividend Dogs ETF 4.6 60 -12 13.4 +4.6
BTECX Baron Technology 4.6 75 -27 2.4 -6.4
CWI SPDR MSCI ACWI ex-US ETF 4.6 30 18 6.9 -1.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 4.4 60 -12 0.5 -8.3
BDAIX Baron Durable Advantage 4.4 75 -27 3.7 -5.0
DEW WisdomTree Global High Dividend Fund 4.2 58 -10 8.5 -0.3
WWJD Inspire International ETF 4.2 80 -32 7.3 -1.5
ASEA Global X FTSE Southeast Asia ETF 4.1 65 -17 6.3 -2.5
EIDO iShares MSCI Indonesia ETF 4.1 59 -11 7.5 -1.3
GVAL Cambria Global Value ETF 4.0 68 -20 13.1 +4.3
IDX VanEck Indonesia Index ETF 3.8 57 -9 8.8 -0.0
GLOF iShares Global Equity Factor ETF 3.7 20 28 7.0 -1.8
CLNR IQ Cleaner Transport ETF 3.7 45 3 6.8 -2.0
WRND IQ Global Equity R&D Leaders ETF 3.6 18 30 7.5 -1.3
NTZG Nuveen Global Net Zero Transition ETF 3.6 56 -8 4.7 -4.0
NDIA Global X India Active ETF 3.6 75 -27 7.2 -1.6
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 3.6 80 -32 7.6 -1.2
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 3.6 58 -10 10.2 +1.4
OBOR KraneShares MSCI One Belt One Road Index ETF 3.6 79 -31 10.3 +1.5
XT iShares Exponential Technologies ETF 3.5 46 2 4.8 -4.0
JSTC Adasina Social Justice All Cap Global ETF 3.5 89 -41 4.9 -3.9
EMIF iShares Emerging Markets Infrastructure ETF 3.3 60 -12 8.5 -0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.3 20 28 5.2 -3.6
ACWI iShares MSCI ACWI ETF 3.2 32 16 5.3 -3.5
IGRO iShares International Dividend Growth ETF 3.2 15 33 7.5 -1.2
DSTX Distillate International Fundamental Stability & Value ETF 3.1 55 -7 8.0 -0.8
EZA iShares MSCI South Africa ETF 3.1 58 -10 10.3 +1.6
VIGI Vanguard International Dividend Appreciation ETF 3.0 15 33 6.4 -2.4
TUR iShares MSCI Turkey ETF 3.0 58 -10 19.7 +10.9
VT Vanguard Total World Stock ETF 2.8 7 41 5.5 -3.3
INCO Columbia India Consumer ETF 2.8 75 -27 1.5 -7.3
ARTY iShares Future AI & Tech ETF 2.7 47 1 3.8 -5.0
BLES Inspire Global Hope ETF 2.7 61 -13 6.4 -2.3
FCA First Trust China AlphaDEX Fund 2.7 80 -32 16.2 +7.4
AFK VanEck Africa Index ETF 2.7 98 -50 9.1 +0.3
EWW iShares MSCI Mexico ETF 2.6 50 -2 13.2 +4.4
FLMX Franklin FTSE Mexico ETF 2.6 19 29 16.2 +7.5
VPL Vanguard FTSE Pacific ETF 2.6 8 40 7.7 -1.1
EPHE iShares MSCI Philippines ETF 2.6 59 -11 8.9 +0.1
KLMT Invesco MSCI Global Climate 500 ETF 2.6 10 38 5.4 -3.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.6 12 36 4.8 -4.0
ILF iShares Latin America 40 ETF 2.5 48 0 10.4 +1.7
IMFL Invesco International Developed Dynamic Multifactor ETF 2.5 34 14 5.9 -2.9
KALL KraneShares MSCI All China Index ETF 2.4 49 -1 9.0 +0.2
MCHI iShares MSCI China ETF 2.4 59 -11 8.4 -0.4
JGLO JPMorgan Global Select Equity ETF 2.3 33 15 4.5 -4.3
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 -4 5.6 -3.2
CARZ First Trust NASDAQ Global Auto Index Fund 2.3 70 -22 3.8 -5.0
DINT Davis Select International ETF 2.3 55 -7 6.0 -2.7
DWLD Davis Select Worldwide ETF 2.3 63 -15 6.7 -2.1
UMMA Wahed Dow Jones Islamic World ETF 2.3 65 -17 4.6 -4.2
FMET Fidelity Metaverse ETF 2.3 39 9 5.4 -3.4
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 2.3 80 -32 12.3 +3.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.2 45 3 3.1 -5.7
FLCH Franklin FTSE China ETF 2.2 19 29 8.8 +0.1
FILL iShares MSCI Global Energy Producers ETF 2.2 39 9 9.6 +0.8
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 2.2 68 -20 8.2 -0.5
GXC SPDR S&P China ETF 2.0 59 -11 8.3 -0.4
FNDF Schwab Fundamental International Large Co. Index ETF 2.0 25 23 9.9 +1.1
DGIN VanEck Digital India ETF 2.0 71 -23 0.1 -8.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.0 56 -8 13.5 +4.7
DWX SPDR S&P International Dividend ETF 2.0 45 3 6.5 -2.3
HFXI IQ FTSE International Equity Currency Neutral ETF 1.9 20 28 7.1 -1.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -30 9.0 +0.2
METV Roundhill Ball Metaverse ETF 1.9 59 -11 3.4 -5.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.9 65 -17 8.2 -0.6
CHIQ Global X MSCI China Consumer Discretionary ETF 1.8 65 -17 5.9 -2.9
AIQ Global X Artificial Intelligence & Technology ETF 1.8 68 -20 4.0 -4.8
EPOL iShares MSCI Poland ETF 1.7 59 -11 12.9 +4.1
RGEF Rockefeller Global Equity ETF 1.6 55 -7 5.0 -3.8
JPIN J.P. Morgan Diversified Return International Equity ETF 1.6 37 11 8.9 +0.1
IDAT iShares Future Cloud 5G and Tech ETF 1.6 47 1 4.3 -4.5
ECH iShares MSCI Chile ETF 1.5 58 -10 9.8 +1.0
BIOPX Baron Opportunity Retail 1.5 75 -27 1.0 -7.8
FDTX Fidelity Disruptive Technology ETF 1.4 50 -2 2.8 -6.0
GII SPDR S&P Global Infrastructure ETF 1.4 40 8 4.3 -4.5
IGF iShares Global Infrastructure ETF 1.3 41 7 4.3 -4.5
DTCR Global X Data Center & Digital Infrastructure ETF 1.3 50 -2 4.7 -4.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.3 24 24 8.7 -0.1
CXSE WisdomTree China ex-State-Owned Enterprises Fund 1.3 32 16 6.1 -2.7
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 -22 9.7 +0.9
SCHF Schwab International Equity ETF 1.3 6 42 7.5 -1.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.3 45 3 8.9 +0.2
DGT SPDR Global Dow ETF 1.3 50 -2 6.8 -2.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 -13 1.2 -7.6
ICLN iShares Global Clean Energy ETF 1.3 41 7 6.0 -2.8
SDG iShares MSCI Global Sustainable Development Goals ETF 1.2 49 -1 5.6 -3.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.2 46 2 9.3 +0.6
CUT Invesco MSCI Global Timber ETF 1.2 61 -13 8.4 -0.4
WOOD iShares Global Timber & Forestry ETF 1.2 42 6 9.8 +1.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 1.2 80 -32 10.8 +2.0
BTEK Future Tech ETF 1.1 88 -40 2.3 -6.5
TMFG Motley Fool Global Opportunities ETF 1.1 85 -37 3.2 -5.6
MOTI VanEck Morningstar International Moat ETF 1.1 58 -10 5.9 -2.9
VEA Vanguard FTSE Developed Markets ETF 1.1 5 43 7.3 -1.5
MCH Matthews China Active ETF 1.1 79 -31 5.4 -3.4
OSEA Harbor International Compounders ETF 1.1 55 -7 4.3 -4.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.0 80 -32 3.2 -5.6
FXI iShares China Large-Cap ETF 1.0 74 -26 8.2 -0.6
JCHI JPMorgan Active China ETF 1.0 65 -17 8.0 -0.8
CRAK VanEck Oil Refiners ETF 1.0 61 -13 14.7 +6.0
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.0 45 3 5.7 -3.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.9 80 -32 9.1 +0.3
QINT American Century Quality Diversified International ETF 0.9 39 9 7.7 -1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.9 47 1 5.5 -3.3
TTAI FCF International Quality ETF 0.8 59 -11 5.6 -3.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.7 61 -13 -2.4 -11.2
LNGG Roundhill Alerian LNG ETF 0.7 65 -17 9.1 +0.3
ECNS iShares MSCI China Small-Cap ETF 0.7 59 -11 14.2 +5.4
PGJ Invesco Golden Dragon China ETF 0.7 70 -22 4.9 -3.9
LYLD Cambria Large Cap Shareholder Yield ETF 0.7 59 -11 9.1 +0.3
CGUS Capital Group Core Equity ETF 0.7 33 15 4.4 -4.4
FTRI First Trust Indxx Global Natural Resources Income ETF 0.7 70 -22 9.8 +1.0
IOO iShares Global 100 ETF 0.7 41 7 4.8 -3.9
ERTH Invesco MSCI Sustainable Future ETF 0.7 62 -14 3.6 -5.2
TPIF Timothy Plan International ETF 0.6 62 -14 6.8 -2.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 -1 7.0 -1.8
BRAZ Global X Brazil Active ETF 0.6 75 -27 10.1 +1.4
KURE KraneShares MSCI All China Health Care Index ETF 0.6 65 -17 4.3 -4.5
KXI iShares Global Consumer Staples ETF 0.6 41 7 5.7 -3.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 39 5.4 -3.4
FPXI First Trust International Equity Opportunities ETF 0.6 70 -22 4.9 -3.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 9 7.2 -1.6
FID First Trust S&P International Dividend Aristocrats ETF 0.6 60 -12 9.0 +0.2
WDIV SPDR S&P Global Dividend ETF 0.6 40 8 9.4 +0.6
JETS U.S. Global Jets ETF 0.5 60 -12 -13.3 -22.1
VEGI iShares MSCI Agriculture Producers ETF 0.5 39 9 9.2 +0.4
SDIV Global X Superdividend ETF 0.5 58 -10 14.9 +6.1
IPAV Global X Infrastructure Development ex-U.S. ETF 0.5 55 -7 9.7 +0.9
BJK VanEck Gaming ETF 0.5 65 -17 1.4 -7.4
IQRA IQ CBRE Real Assets ETF 0.5 65 -17 5.2 -3.6
CIL VictoryShares International Volatility Wtd ETF 0.5 45 3 7.0 -1.8
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.5 51 -3 7.1 -1.7
RNRG Global X Renewable Energy Producers ETF 0.5 66 -18 5.5 -3.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.5 75 -27 2.9 -5.9
INDF Nifty India Financials ETF 0.5 75 -27 5.3 -3.5
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 9 12.8 +4.1
FDD First Trust Stoxx European Select Dividend Index Fund 0.4 58 -10 13.6 +4.8
IDOG ALPS International Sector Dividend Dogs ETF 0.4 50 -2 12.8 +4.1
SHPP Pacer Industrials and Logistics ETF 0.4 60 -12 9.9 +1.1
IQSI IQ Candriam International Equity ETF 0.4 15 33 6.6 -2.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 39 8.1 -0.7
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 39 7.1 -1.7
IDV iShares International Select Dividend ETF 0.4 51 -3 12.2 +3.5
FLEE Franklin FTSE Europe ETF 0.4 9 39 7.2 -1.6
QTUM Defiance Quantum ETF 0.3 40 8 3.6 -5.2
MOO VanEck Agribusiness ETF 0.3 53 -5 9.7 +1.0
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 1 -4.9 -13.6
VGK Vanguard FTSE Europe ETF 0.3 11 37 7.1 -1.7
SPEU SPDR Portfolio Europe ETF 0.3 7 41 7.1 -1.7
NLR VanEck Uranium+Nuclear Energy ETF 0.3 61 -13 2.9 -5.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.3 45 3 -0.6 -9.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -17 0.2 -8.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 28 7.0 -1.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -22 7.7 -1.1
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -12 3.8 -5.0
ARGT Global X MSCI Argentina ETF 0.3 59 -11 5.4 -3.4
GGME Invesco Next Gen Media and Gaming ETF 0.3 60 -12 3.5 -5.3
SMIN iShares MSCI India Small Cap ETF 0.3 79 -31 3.5 -5.3
SNSR Global X Internet of Things ETF 0.3 68 -20 4.6 -4.1
BKIE BNY Mellon International Equity ETF 0.2 4 44 7.1 -1.7
EXI iShares Global Industrials ETF 0.2 42 6 4.5 -4.2
OCEN IQ Clean Oceans ETF 0.2 45 3 6.1 -2.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.2 39 9 11.0 +2.3
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 3 3.6 -5.2
BNE Blue Horizon BNE ETF 0.2 87 -39 4.6 -4.2
RING iShares MSCI Global Gold Miners ETF 0.2 39 9 5.6 -3.2
SLVP iShares MSCI Global Silver Miners ETF 0.2 39 9 3.2 -5.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 9 7.4 -1.3
IXG iShares Global Financials ETF 0.1 42 6 6.2 -2.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.1 58 -10 4.6 -4.2
MXI iShares Global Materials ETF 0.1 41 7 7.0 -1.8
CRUZ Defiance Hotel Airline and Cruise ETF 0.1 45 3 -4.6 -13.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 45 7.2 -1.6
AQWA Global X Clean Water ETF 0.1 50 -2 4.2 -4.6
CGW Invesco S&P Global Water Index ETF 0.1 57 -9 4.4 -4.4
PIO Invesco Global Water ETF 0.1 75 -27 5.2 -3.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.1 46 2 4.9 -3.9
BLLD JPMorgan Sustainable Infrastructure ETF 0.1 49 -1 5.7 -3.1
EFRA iShares Environmental Infrastructure and Industrials ETF 0.1 47 1 4.9 -3.9
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 19 6.5 -2.3
SCHC Schwab International Small-Cap Equity ETF 0.1 11 37 6.6 -2.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -27 4.3 -4.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -17 8.2 -0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 39 4.9 -3.9
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 13 5.1 -3.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 7 41 6.7 -2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 6 5.1 -3.7
HAP VanEck Natural Resources ETF 0.0 50 -2 10.0 +1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.0 10 38 5.3 -3.5
IBLC iShares Blockchain and Tech ETF 0.0 47 1 -1.7 -10.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 41 4.9 -3.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 48 5.0 -3.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 37 4.9 -3.9
RVRB Reverb ETF 0.0 30 18 4.7 -4.1
GNR SPDR S&P Global Natural Resources ETF 0.0 40 8 9.7 +0.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.0 50 -2 5.7 -3.0

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:		 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™


Calculation of ALTAR Score™
Avg. Return on Equity 14.3 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 48 bp
Equals: ALTAR Score 8.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 CATEGORY
AVERAGE		 1.48
 
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.