iShares MSCI Emerging Markets ex China ETF
ALTAR
Score™
-4.2% info Recommen-
dation
AVOID
2024E    2025E
P/E
ratio
14.1x P/Sales
ratio
1.4x
P/BV
ratio
1.8x Div.
yield
2.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares MSCI Emerging Markets ex China ETF tracks a market-cap- weighted index of emerging-market firms, excluding China. The index covers 85% of the universe by market cap.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor BlackRock
Website www.ishares.com
Inception date Jul 18, 2017
Assets (mns) $10,563
Currency USD
Expense ratio 25 bp
Distributions Semi-Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 705
Wgt avg mkt cap (mns) $109,182
Large cap (>$10bn) 73.7%
Mid cap ($2-10bn) 25.1%
Small cap (<$2bn) 0.2%
Developed mkts 0.9%
Emerging mkts 99.1%

TOP TEN HOLDINGS
TAIWAN SEMICONDUCTOR MANUFAC 10.3 %
SAMSUNG ELECTRONICS CO LTD 4.9 %
RELIANCE INDUSTRIES LTD 2.1 %
INFOSYS TECHNOLOGIES LTD 1.3 %
ICICI BANK LTD 1.3 %
HYNIX SEMICONDUCTOR INC 1.3 %
MEDIATEK INC 1.0 %
HDFC BANK LIMITED 0.9 %
AL RAJHI BANK 0.9 %
VALE SA 0.9 %
Total 24.7 %

TOP COUNTRY EXPOSURE
INDIA 22.3 %
TAIWAN 22.2 %
SOUTH KOREA 16.6 %
BRAZIL 7.2 %
SAUDI ARABIA 5.9 %
MEXICO 3.2 %
SOUTH AFRICA 2.8 %
INDONESIA 2.5 %
THAILAND 2.1 %
MALAYSIA 1.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-2.4% 6.2% 4.5% -- 3.8%

Market Correlations
versus... Beta R-squared
S&P500 0.85 77%
MSCI EAFE 0.93 87%
MSCI Emg. Mkts. 0.84 74%

Technical Indicators
Recent close $56.43
30d moving avg. $52.41
Annualized volatility 17.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 73

Liquidity measures
Avg. volume (thou.) 1,829
Turnover 1.0%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $18,787

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 450 potential alternatives to the iShares MSCI Emerging Markets ex China ETF ETF based on the alternatives' overlap in portfolio holdings with EMXC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EMXC Expense: 25 bp ALTAR Score™: -4.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EMXC
Ticker Fund
Name
Overlap1
vs EMXC
(%)
Expense
ratio
(bp)
Savings
vs EMXC
(bp)
ALTAR
Score™
(%)
ALTAR
vs EMXC
(%)
STXE Strive Emerging Markets Ex-China ETF 76.1 32 -7 -11.9 -7.8
EEM iShares MSCI Emerging Markets ETF 70.3 69 -44 -1.0 +3.1
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 69.6 66 -41 -0.6 +3.6
BKEM BNY Mellon Emerging Markets Equity ETF 67.0 11 14 -12.8 -8.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 66.4 36 -11 -12.9 -8.7
JHEM John Hancock Multifactor Emerging Markets ETF 66.2 49 -24 8.2 +12.3
XC WisdomTree Emerging Markets Ex-China Fund 65.6 32 -7 -4.8 -0.6
EEMA iShares MSCI Emerging Markets Asia ETF 65.1 49 -24 6.7 +10.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 64.3 30 -5 7.4 +11.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 63.5 15 10 7.4 +11.5
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 62.2 24 1 6.8 +11.0
IEMG iShares Core MSCI Emerging Markets ETF 61.2 9 16 1.1 +5.3
AAXJ iShares MSCI All Country Asia ex Japan ETF 59.4 70 -45 6.4 +10.5
SCHE Schwab Emerging Markets Equity ETF 59.0 11 14 7.4 +11.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 56.0 45 -20 8.3 +12.4
FLAX Franklin FTSE Asia Ex Japan ETF 55.1 19 6 7.2 +11.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 55.0 32 -7 6.1 +10.2
XCEM Columbia EM Core ex-China ETF 54.7 16 9 -24.4 -20.3
DFAE Dimensional Emerging Core Equity Market ETF 53.9 35 -10 7.6 +11.7
VWO Vanguard FTSE Emerging Markets ETF 52.6 8 17 -0.0 +4.1
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 50.0 20 5 7.4 +11.6
EMXF iShares ESG Advanced MSCI EM ETF 49.5 16 9 7.5 +11.7
ESGE iShares ESG Aware MSCI EM ETF 48.2 25 0 7.4 +11.6
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 48.0 32 -7 7.0 +11.2
EMDM First Trust Bloomberg Emerging Market Democracies ETF 46.8 75 -50 9.4 +13.5
EMGF iShares Emerging Markets Equity Factor ETF 46.6 25 0 8.6 +12.7
LDEM iShares ESG MSCI EM Leaders ETF 45.9 17 8 7.8 +11.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 45.8 33 -8 6.9 +11.1
SPEM SPDR Portfolio Emerging Markets ETF 44.1 7 18 1.6 +5.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 43.6 30 -5 8.3 +12.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 42.8 38 -13 8.0 +12.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 41.2 59 -34 -0.6 +3.6
PXH Invesco FTSE RAFI Emerging Markets ETF 41.2 49 -24 11.2 +15.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 40.0 50 -25 10.3 +14.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 39.6 41 -16 7.8 +11.9
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 38.5 39 -14 11.9 +16.1
DEHP Dimensional Emerging Markets High Profitability ETF 38.1 41 -16 7.0 +11.1
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 37.2 18 7 7.7 +11.9
EMMF WisdomTree Emerging Markets Multifactor Fund 32.7 48 -23 8.5 +12.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 32.3 88 -63 6.4 +10.6
NUEM Nuveen ESG Emerging Markets Equity ETF 32.2 36 -11 6.7 +10.8
AVEM Avantis Emerging Markets Equity ETF 32.0 33 -8 8.7 +12.9
BKF iShares MSCI BIC ETF 30.3 69 -44 6.9 +11.0
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 30.0 44 -19 9.5 +13.7
DFEV Dimensional Emerging Markets Value ETF 29.9 43 -18 10.7 +14.9
GMF SPDR S&P Emerging Asia Pacific ETF 29.7 49 -24 6.4 +10.6
ROAM Hartford Multifactor Emerging Markets ETF 29.4 44 -19 11.4 +15.6
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 27.6 40 -15 7.1 +11.2
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 27.3 25 0 6.7 +10.8
RNEM First Trust Emerging Markets Equity Select ETF 26.6 75 -50 8.1 +12.3
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 25.6 95 -70 10.6 +14.7
AIA iShares Asia 50 ETF 24.9 50 -25 7.1 +11.2
MINV Matthews Asia Innovators Active ETF 22.9 79 -54 2.9 +7.1
INDA iShares MSCI India ETF 22.3 65 -40 3.7 +7.8
EWT iShares MSCI Taiwan ETF 22.2 58 -33 5.8 +9.9
FLTW Franklin FTSE Taiwan ETF 22.1 19 6 6.2 +10.3
FDEM Fidelity Emerging Markets Multifactor ETF 22.1 25 0 11.3 +15.5
FLIN Franklin FTSE India ETF 21.8 19 6 5.3 +9.4
ACWX iShares MSCI ACWI ex U.S. ETF 20.4 34 -9 4.8 +9.0
EELV Invesco S&P Emerging Markets Low Volatility ETF 20.1 29 -4 8.3 +12.5
FRDM Freedom 100 Emerging Markets ETF 20.0 49 -24 -749.3 -745.1
AVES Avantis Emerging Markets Value ETF 19.9 36 -11 11.7 +15.8
EPI WisdomTree India Earnings Fund 19.9 85 -60 6.7 +10.9
PIN Invesco India ETF 19.7 78 -53 3.9 +8.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 19.2 41 -16 6.6 +10.7
EEMO Invesco S&P Emerging Markets Momentum ETF 18.0 29 -4 5.8 +10.0
VSGX Vanguard ESG International Stock ETF 17.9 12 13 4.3 +8.4
IXUS iShares Core MSCI Total International Stock ETF 17.9 7 18 5.0 +9.2
VYMI Vanguard International High Dividend Yield ETF 17.4 22 3 9.7 +13.8
VEU Vanguard FTSE All-World ex-US Index Fund 17.2 8 17 5.1 +9.3
VXUS Vanguard Total International Stock ETF 17.2 7 18 5.2 +9.4
KNCT Invesco Next Gen Connectivity ETF 16.5 40 -15 5.5 +9.7
FLKR Franklin FTSE South Korea ETF 16.4 9 16 9.0 +13.2
NFTY First Trust India NIFTY 50 Equal Weight ETF 16.4 80 -55 6.1 +10.2
INDY iShares India 50 ETF 16.4 89 -64 3.7 +7.9
EMC Global X Emerging Markets Great Consumer ETF 16.4 75 -50 4.9 +9.1
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 16.1 20 5 10.7 +14.8
EWY iShares MSCI South Korea ETF 16.0 58 -33 8.3 +12.4
DEM WisdomTree Emerging Markets High Dividend Fund 15.8 63 -38 12.3 +16.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 14.6 42 -17 6.6 +10.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 13.2 30 -5 7.7 +11.8
CWI SPDR MSCI ACWI ex-US ETF 13.1 30 -5 6.7 +10.8
MEM Matthews Emerging Markets Equity Active ETF 12.5 79 -54 5.3 +9.4
ACWV iShares MSCI Global Min Vol Factor ETF 12.0 20 5 6.5 +10.7
FLLA Franklin FTSE Latin America ETF 11.2 19 6 -106.0 -101.9
FEM First Trust Emerging Markets AlphaDEX Fund 10.9 80 -55 15.6 +19.8
VPL Vanguard FTSE Pacific ETF 10.8 8 17 6.5 +10.7
EMM Global X Emerging Markets ETF 10.0 75 -50 3.9 +8.0
DEW WisdomTree Global High Dividend Fund 9.7 58 -33 9.1 +13.2
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 9.3 90 -65 6.8 +10.9
RODE Hartford Multifactor Diversified International ETF 8.6 29 -4 11.3 +15.4
IWTR iShares MSCI Water Management Multisector ETF 8.5 47 -22 4.7 +8.8
CGXU Capital Group International Focus Equity ETF 8.2 54 -29 4.1 +8.3
UEVM VictoryShares Emerging Markets Value Momentum ETF 8.2 45 -20 12.4 +16.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.8 20 5 5.4 +9.5
IXN iShares Global Tech ETF 7.7 41 -16 4.1 +8.3
ACWI iShares MSCI ACWI ETF 7.5 32 -7 5.4 +9.5
IQDF FlexShares International Quality Dividend Index Fund 7.4 47 -22 10.5 +14.6
FLBR Franklin FTSE Brazil ETF 7.3 19 6 8.5 +12.7
EWZ iShares MSCI Brazil ETF 7.3 58 -33 7.9 +12.1
NDIA Global X India Active ETF 6.9 75 -50 6.1 +10.3
GLOF iShares Global Equity Factor ETF 6.8 20 5 7.1 +11.2
NXTG First Trust Indxx NextG ETF 6.8 70 -45 5.8 +9.9
VIDI Vident International Equity Strategy ETF 6.8 61 -36 11.4 +15.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.7 12 13 4.9 +9.1
FNDF Schwab Fundamental International Large Co. Index ETF 6.6 25 0 9.0 +13.1
IQDE FlexShares International Quality Dividend Defensive Index ET 6.6 47 -22 10.2 +14.4
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 6.4 60 -35 0.7 +4.9
FLN First Trust Latin America AlphaDEX Fund 6.4 80 -55 9.9 +14.0
CARZ First Trust NASDAQ Global Auto Index Fund 6.3 70 -45 3.4 +7.6
VT Vanguard Total World Stock ETF 6.2 7 18 5.0 +9.1
EDIV SPDR S&P Emerging Markets Dividend ETF 6.0 49 -24 10.7 +14.9
WWJD Inspire International ETF 5.9 80 -55 7.0 +11.1
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 5.9 80 -55 9.8 +13.9
VIGI Vanguard International Dividend Appreciation ETF 5.9 15 10 5.3 +9.5
FLSA Franklin FTSE Saudi Arabia ETF 5.8 39 -14 6.3 +10.4
KSA iShares MSCI Saudi Arabia ETF 5.8 74 -49 5.7 +9.9
FILL iShares MSCI Global Energy Producers ETF 5.8 39 -14 10.0 +14.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 5.8 47 -22 9.8 +13.9
WRND IQ Global Equity R&D Leaders ETF 5.7 18 7 6.9 +11.1
ECON Columbia Emerging Markets Consumer ETF 5.3 49 -24 4.8 +8.9
HFXI IQ FTSE International Equity Currency Neutral ETF 5.2 20 5 6.7 +10.9
GGME Invesco Next Gen Media and Gaming ETF 5.2 60 -35 3.6 +7.8
BLES Inspire Global Hope ETF 5.1 61 -36 6.3 +10.4
INDF Nifty India Financials ETF 5.0 75 -50 5.9 +10.0
FMET Fidelity Metaverse ETF 5.0 39 -14 4.1 +8.3
DINT Davis Select International ETF 4.9 55 -30 5.1 +9.2
IGRO iShares International Dividend Growth ETF 4.9 15 10 7.3 +11.5
ECOW Pacer Emerging Markets Cash Cows 100 ETF 4.9 70 -45 11.3 +15.4
GBUY Goldman Sachs Future Consumer Equity ETF 4.9 75 -50 2.9 +7.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 4.9 80 -55 10.9 +15.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 4.8 45 -20 8.3 +12.4
GVAL Cambria Global Value ETF 4.8 68 -43 12.1 +16.3
FBZ First Trust Brazil AlphaDEX Fund 4.7 80 -55 10.8 +15.0
ASEA Global X FTSE Southeast Asia ETF 4.6 65 -40 6.3 +10.4
SCHY Schwab International Dividend Equity ETF 4.6 14 11 8.6 +12.8
AIQ Global X Artificial Intelligence & Technology ETF 4.5 68 -43 3.7 +7.9
JSTC Adasina Social Justice All Cap Global ETF 4.4 89 -64 4.5 +8.7
ILF iShares Latin America 40 ETF 4.4 48 -23 7.8 +12.0
SDEM Global X MSCI SuperDividend Emerging Markets ETF 4.4 67 -42 16.5 +20.6
SCHF Schwab International Equity ETF 4.4 6 19 7.0 +11.1
CLNR IQ Cleaner Transport ETF 4.3 45 -20 8.2 +12.3
EYLD Cambria Emerging Shareholder Yield ETF 4.3 66 -41 12.8 +17.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.3 65 -40 7.9 +12.0
UMMA Wahed Dow Jones Islamic World ETF 4.3 65 -40 4.2 +8.4
VEA Vanguard FTSE Developed Markets ETF 4.2 5 20 6.9 +11.0
DVYE iShares Emerging Markets Dividend ETF 4.2 49 -24 16.6 +20.7
INCO Columbia India Consumer ETF 4.1 75 -50 1.8 +5.9
JPIN J.P. Morgan Diversified Return International Equity ETF 4.1 37 -12 8.6 +12.8
GLIN VanEck India Growth Leaders ETF 4.0 77 -52 4.6 +8.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.9 46 -21 9.6 +13.8
XT iShares Exponential Technologies ETF 3.9 46 -21 3.7 +7.8
DWLD Davis Select Worldwide ETF 3.9 63 -38 5.7 +9.9
UIVM VictoryShares International Value Momentum ETF 3.9 35 -10 10.7 +14.8
MOTI VanEck Morningstar International Moat ETF 3.9 58 -33 7.0 +11.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 3.8 86 -61 1.8 +5.9
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 3.8 86 -61 1.5 +5.7
IMFL Invesco International Developed Dynamic Multifactor ETF 3.7 34 -9 10.8 +15.0
HAP VanEck Natural Resources ETF 3.6 50 -25 8.9 +13.0
EDOG ALPS Emerging Sector Dividend Dogs ETF 3.5 60 -35 12.9 +17.1
PICK iShares MSCI Global Metals & Mining Producers ETF 3.5 39 -14 11.3 +15.5
TPIF Timothy Plan International ETF 3.4 62 -37 6.5 +10.6
EEMD AAM S&P Emerging Markets High Dividend Value ETF 3.2 49 -24 17.3 +21.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 3.2 24 1 8.4 +12.6
CHAT Roundhill Generative AI & Technology ETF 3.2 75 -50 2.6 +6.7
EWW iShares MSCI Mexico ETF 3.2 50 -25 6.4 +10.5
FLMX Franklin FTSE Mexico ETF 3.2 19 6 6.9 +11.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.1 45 -20 1.2 +5.3
BTEK Future Tech ETF 2.9 88 -63 2.2 +6.3
EZA iShares MSCI South Africa ETF 2.8 58 -33 11.2 +15.3
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 2.8 51 -26 6.6 +10.8
CIL VictoryShares International Volatility Wtd ETF 2.8 45 -20 6.7 +10.9
INQQ India Internet & Ecommerce ETF 2.8 86 -61 2.2 +6.4
METV Roundhill Ball Metaverse ETF 2.8 59 -34 3.6 +7.7
SPDW SPDR Portfolio Developed World ex-US ETF 2.7 3 22 6.8 +10.9
DGIN VanEck Digital India ETF 2.6 71 -46 1.4 +5.5
MOTG VanEck Morningstar Global Wide Moat ETF 2.6 52 -27 5.7 +9.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.6 75 -50 3.1 +7.2
EIDO iShares MSCI Indonesia ETF 2.5 59 -34 6.7 +10.8
CGGO Capital Group Global Growth Equity ETF 2.5 47 -22 4.0 +8.2
DSTX Distillate International Fundamental Stability & Value ETF 2.5 55 -30 7.4 +11.6
AFK VanEck Africa Index ETF 2.4 98 -73 9.4 +13.6
IDX VanEck Indonesia Index ETF 2.3 57 -32 7.6 +11.8
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 2.3 45 -20 6.4 +10.5
THD iShares MSCI Thailand ETF 2.1 58 -33 5.6 +9.7
BNE Blue Horizon BNE ETF 2.1 87 -62 4.2 +8.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.1 49 -24 5.9 +10.1
BRAZ Global X Brazil Active ETF 2.1 75 -50 7.8 +12.0
JIG JPMorgan International Growth ETF 2.1 55 -30 4.1 +8.3
DGT SPDR Global Dow ETF 2.0 50 -25 6.6 +10.8
TTAI FCF International Quality ETF 2.0 59 -34 6.7 +10.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 16 5.5 +9.7
QINT American Century Quality Diversified International ETF 1.9 39 -14 7.4 +11.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.9 45 -20 4.8 +8.9
IGPT Invesco AI and Next Gen Software ETF 1.9 60 -35 3.4 +7.5
MXI iShares Global Materials ETF 1.8 41 -16 6.8 +11.0
EWM iShares MSCI Malaysia ETF 1.8 50 -25 5.7 +9.8
IXG iShares Global Financials ETF 1.8 42 -17 6.9 +11.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -24 5.8 +9.9
FNDC Schwab Fundamental International Small Co. Index ETF 1.7 39 -14 6.7 +10.9
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 1.7 58 -33 10.1 +14.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.7 78 -53 8.7 +12.8
UAE iShares MSCI UAE ETF 1.7 59 -34 8.5 +12.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.6 47 -22 5.6 +9.8
DRIV Global X Autonomous & Electric Vehicles ETF 1.5 68 -43 5.0 +9.2
QTUM Defiance Quantum ETF 1.4 40 -15 3.9 +8.1
FM iShares Frontier and Select EM ETF 1.4 80 -55 9.3 +13.5
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 1.4 68 -43 6.9 +11.1
EPOL iShares MSCI Poland ETF 1.4 59 -34 9.6 +13.8
CGUS Capital Group Core Equity ETF 1.3 33 -8 4.6 +8.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 -36 -0.3 +3.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.3 65 -40 1.9 +6.1
DWX SPDR S&P International Dividend ETF 1.3 45 -20 6.7 +10.9
LOUP Innovator Deepwater Frontier Tech ETF 1.3 70 -45 1.9 +6.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.2 47 -22 0.6 +4.8
FPXI First Trust International Equity Opportunities ETF 1.2 70 -45 3.4 +7.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.2 56 -31 13.7 +17.9
IDV iShares International Select Dividend ETF 1.2 51 -26 14.0 +18.2
OBOR KraneShares MSCI One Belt One Road Index ETF 1.2 79 -54 10.0 +14.2
SNSR Global X Internet of Things ETF 1.2 68 -43 3.7 +7.9
EV Mast Global Battery Recycling & Production ETF 1.2 65 -40 13.7 +17.8
IOO iShares Global 100 ETF 1.2 41 -16 4.7 +8.8
KXI iShares Global Consumer Staples ETF 1.2 41 -16 5.5 +9.7
KOIN Capital Link Global Fintech Leaders ETF 1.1 75 -50 4.9 +9.1
QAT iShares MSCI Qatar ETF 1.1 59 -34 8.4 +12.6
IDAT iShares Future Cloud 5G and Tech ETF 1.1 47 -22 4.2 +8.3
GINN Goldman Sachs Innovate Equity ETF 1.1 52 -27 2.8 +6.9
MOTO SmartETFs Smart Transportation & Technology ETF 1.1 68 -43 6.6 +10.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.1 72 -47 2.4 +6.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.1 12 13 8.4 +12.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.0 65 -40 12.7 +16.9
RXI iShares Global Consumer Discretionary ETF 1.0 41 -16 5.3 +9.4
GCOW Pacer Global Cash Cows Dividend ETF 1.0 60 -35 13.6 +17.7
TUR iShares MSCI Turkey ETF 1.0 58 -33 19.2 +23.3
EPHE iShares MSCI Philippines ETF 0.9 59 -34 7.9 +12.1
IPKW Invesco International BuyBack Achievers ETF 0.9 55 -30 9.6 +13.7
BATT Amplify Lithium & Battery Technology ETF 0.8 59 -34 3.8 +8.0
IDRV iShares Self-driving EV & Tech ETF 0.8 47 -22 -0.4 +3.8
FDNI First Trust Dow Jones International Internet ETF 0.8 65 -40 2.5 +6.6
IVRS iShares Future Metaverse Tech and Communications ETF 0.8 47 -22 -2.9 +1.3
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 -14 9.4 +13.5
NTZG Nuveen Global Net Zero Transition ETF 0.8 56 -31 4.9 +9.1
FID First Trust S&P International Dividend Aristocrats ETF 0.8 60 -35 9.4 +13.6
WDIV SPDR S&P Global Dividend ETF 0.8 40 -15 9.6 +13.7
IDHQ Invesco S&P International Developed High Quality ETF 0.8 29 -4 5.9 +10.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.7 61 -36 -7.4 -3.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.7 58 -33 4.6 +8.7
KPOP KPOP and Korean Entertainment ETF 0.7 75 -50 -8.0 -3.8
CID VictoryShares International High Div Volatility Wtd ETF 0.7 45 -20 9.5 +13.6
ERUS iShares MSCI Russia ETF 0.7 8 17 7.1 +11.2
FTAG First Trust Indxx Global Agriculture ETF 0.7 70 -45 10.2 +14.4
GMET VanEck Green Metals ETF 0.7 63 -38 11.5 +15.7
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.7 10 15 8.0 +12.2
CRAK VanEck Oil Refiners ETF 0.7 61 -36 15.4 +19.5
OSEA Harbor International Compounders ETF 0.7 55 -30 3.6 +7.7
IXP iShares Global Comm Services ETF 0.7 42 -17 5.0 +9.2
GREK Global X MSCI Greece ETF 0.6 57 -32 1.4 +5.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.6 79 -54 5.3 +9.4
LIT Global X Lithium & Battery Tech ETF 0.6 75 -50 10.6 +14.7
SOCL Global X Social Media ETF 0.6 65 -40 -6.8 -2.6
ROBO ROBO Global Robotics & Automation Index ETF 0.6 95 -70 2.7 +6.9
ECH iShares MSCI Chile ETF 0.6 58 -33 -1,644.5 -1,640.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.6 39 -14 -3.2 +0.9
BBEU JPMorgan BetaBuilders Europe ETF 0.6 9 16 6.7 +10.9
SPEU SPDR Portfolio Europe ETF 0.6 7 18 6.7 +10.8
VGK Vanguard FTSE Europe ETF 0.5 11 14 6.8 +11.0
FLEE Franklin FTSE Europe ETF 0.5 9 16 6.9 +11.0
EXI iShares Global Industrials ETF 0.5 42 -17 4.7 +8.8
IQSI IQ Candriam International Equity ETF 0.5 15 10 6.3 +10.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.5 7 18 6.4 +10.5
CGV Conductor Global Equity Value ETF 0.5 130 -105 10.1 +14.3
ERTH Invesco MSCI Sustainable Future ETF 0.5 62 -37 3.5 +7.6
EPU iShares MSCI Peru and Global Exposure ETF 0.5 59 -34 6.3 +10.4
ISHP First Trust Nasdaq Retail ETF 0.5 60 -35 3.0 +7.2
PBD Invesco Global Clean Energy ETF 0.5 75 -50 -2.3 +1.9
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.5 80 -55 13.8 +17.9
JRNY ALPS Global Travel Beneficiaries ETF 0.5 65 -40 0.5 +4.6
OCEN IQ Clean Oceans ETF 0.5 45 -20 5.2 +9.4
SMOG VanEck Low Carbon Energy ETF 0.5 61 -36 3.2 +7.4
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -45 10.2 +14.3
FEUZ First Trust Eurozone AlphaDEX ETF 0.4 80 -55 8.4 +12.5
MVPS Amplify Thematic All-Stars ETF 0.4 49 -24 1.5 +5.7
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.4 85 -60 8.9 +13.0
AGNG Global X Aging Population ETF 0.4 50 -25 3.9 +8.0
URA Global X Uranium ETF 0.4 69 -44 2.1 +6.2
FEP First Trust Europe AlphaDEX Fund 0.4 80 -55 8.8 +12.9
RING iShares MSCI Global Gold Miners ETF 0.4 39 -14 7.5 +11.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 5 6.6 +10.7
MOO VanEck Agribusiness ETF 0.4 53 -28 9.2 +13.4
SDIV Global X Superdividend ETF 0.4 58 -33 16.3 +20.5
ETEC iShares Breakthrough Environmental Solutions ETF 0.4 47 -22 5.7 +9.8
BPAY BlackRock Future Financial and Technology ETF 0.4 70 -45 8.0 +12.2
ICLN iShares Global Clean Energy ETF 0.4 41 -16 4.1 +8.2
BKIE BNY Mellon International Equity ETF 0.4 4 21 6.9 +11.0
IXJ iShares Global Healthcare ETF 0.3 42 -17 5.9 +10.1
GSFP Goldman Sachs Future Planet Equity ETF 0.3 75 -50 4.6 +8.8
DMAT Global X Disruptive Materials ETF 0.3 59 -34 11.5 +15.6
FPAG FPA Global Equity ETF 0.3 49 -24 5.6 +9.7
CUT Invesco MSCI Global Timber ETF 0.3 61 -36 8.6 +12.8
WOOD iShares Global Timber & Forestry ETF 0.3 42 -17 9.7 +13.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 16 7.9 +12.1
GNR SPDR S&P Global Natural Resources ETF 0.3 40 -15 9.9 +14.0
BLLD JPMorgan Sustainable Infrastructure ETF 0.3 49 -24 6.3 +10.4
BECO BlackRock Future Climate and Sustainable Economy ETF 0.3 70 -45 13.2 +17.3
CTEC Global X CleanTech ETF 0.3 50 -25 2.2 +6.4
CGGR Capital Group Growth ETF 0.3 39 -14 3.3 +7.5
JETS U.S. Global Jets ETF 0.3 60 -35 -13.0 -8.9
JXI iShares Global Utilities ETF 0.3 43 -18 7.0 +11.2
SETM Sprott Energy Transition Materials ETF 0.3 65 -40 6.7 +10.8
RNRG Global X Renewable Energy Producers ETF 0.3 66 -41 4.8 +8.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 -14 7.5 +11.6
SCHC Schwab International Small-Cap Equity ETF 0.3 11 14 5.9 +10.1
ESPO VanEck Video Gaming and eSports ETF 0.3 56 -31 3.6 +7.8
EMIF iShares Emerging Markets Infrastructure ETF 0.3 60 -35 5.5 +9.6
TEMP JPMorgan Climate Change Solutions ETF 0.2 49 -24 4.9 +9.1
GXG Global X MSCI Colombia ETF 0.2 62 -37 16.1 +20.3
USVT US Value ETF 0.2 49 -24 11.4 +15.6
CZA Invesco Zacks Mid-Cap ETF 0.2 72 -47 6.2 +10.4
HERO Global X Video Games & Esports ETF 0.2 50 -25 4.4 +8.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.2 75 -50 4.5 +8.7
NERD Roundhill Video Games ETF 0.2 50 -25 6.5 +10.7
COPX Global X Copper Miners ETF 0.2 65 -40 8.2 +12.4
CGW Invesco S&P Global Water Index ETF 0.2 57 -32 3.9 +8.0
HELX Franklin Genomic Advancements ETF 0.2 50 -25 1.8 +5.9
CRUZ Defiance Hotel Airline and Cruise ETF 0.2 45 -20 -4.0 +0.2
EFRA iShares Environmental Infrastructure and Industrials ETF 0.2 47 -22 5.5 +9.6
IWFH iShares Virtual Work and Life Multisector ETF 0.2 47 -22 -3.4 +0.8
SHLD Global X Defense Tech ETF 0.2 50 -25 5.1 +9.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.2 80 -55 5.6 +9.7
IDOG ALPS International Sector Dividend Dogs ETF 0.2 50 -25 11.3 +15.4
FDD First Trust Stoxx European Select Dividend Index Fund 0.2 58 -33 13.1 +17.2
EMFQ Amplify Emerging Markets FinTech ETF 0.2 69 -44 3.6 +7.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -55 10.9 +15.1
RFEU First Trust Riverfront Dynamic Europe ETF 0.2 83 -58 8.7 +12.8
SLVP iShares MSCI Global Silver Miners ETF 0.2 39 -14 5.1 +9.3
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 -25 6.4 +10.6
RWX SPDR Dow Jones International Real Estate ETF 0.2 59 -34 6.3 +10.4
SIL Global X Silver Miners ETF 0.2 65 -40 3.7 +7.8
SEA U.S. Global Sea to Sky Cargo ETF 0.2 60 -35 26.2 +30.4
IHAK iShares Cybersecurity & Tech ETF 0.2 47 -22 2.9 +7.0
BJK VanEck Gaming ETF 0.2 65 -40 1.5 +5.6
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -58 8.9 +13.1
LNGG Roundhill Alerian LNG ETF 0.2 65 -40 8.5 +12.6
AQWA Global X Clean Water ETF 0.1 50 -25 4.3 +8.4
PIO Invesco Global Water ETF 0.1 75 -50 4.5 +8.7
BLDG Cambria Global Real Estate ETF 0.1 60 -35 9.2 +13.3
AVRE Avantis Real Estate ETF 0.1 17 8 6.3 +10.5
DFGR Dimensional Global Real Estate ETF 0.1 22 3 6.7 +10.9
REET iShares Global REIT ETF 0.1 14 11 6.9 +11.0
VRAI Virtus Real Asset Income ETF 0.1 55 -30 8.7 +12.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 7 7.6 +11.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.1 49 -24 5.1 +9.3
PWV Invesco Large Cap Value ETF 0.1 55 -30 8.1 +12.3
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 12 2.7 +6.9
AFLG First Trust Active Factor Large Cap ETF 0.1 55 -30 6.1 +10.2
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 13 5.4 +9.6
JHDV John Hancock U.S. High Dividend ETF 0.1 34 -9 6.3 +10.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 0 6.6 +10.7
EPS WisdomTree U.S. LargeCap Fund 0.1 8 17 6.2 +10.3
FXZ First Trust Materials AlphaDEX Fund 0.1 61 -36 10.3 +14.5
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -25 4.5 +8.6
IYM iShares U.S. Basic Materials ETF 0.1 40 -15 6.9 +11.0
NDIV Amplify Natural Resources Dividend Income ETF 0.1 59 -34 10.6 +14.7
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 13 4.7 +8.8
CCSO Carbon Collective Climate Solutions US Equity ETF 0.1 35 -10 2.3 +6.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 5 6.0 +10.2
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.1 69 -44 8.5 +12.6
RVRB Reverb ETF 0.1 30 -5 4.8 +9.0
VYM Vanguard High Dividend Yield Index ETF 0.1 6 19 7.3 +11.5
GDXJ VanEck Junior Gold Miners ETF 0.1 52 -27 6.7 +10.9
ZSB USCF Sustainable Battery Metals Strategy Fund 0.1 61 -36 18.5 +22.7
IQRA IQ CBRE Real Assets ETF 0.1 65 -40 5.7 +9.9
GDVD R3 Global Dividend Growth ETF 0.1 88 -63 5.7 +9.9
NLR VanEck Uranium+Nuclear Energy ETF 0.1 61 -36 4.7 +8.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 15 5.3 +9.4
SRET Global X SuperDividend REIT ETF 0.1 59 -34 11.2 +15.4
LUXX Roundhill S&P Global Luxury ETF 0.1 45 -20 2.5 +6.6
HART IQ Healthy Hearts ETF 0.1 45 -20 5.1 +9.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 10 5.7 +9.9
SFY SoFi Select 500 ETF 0.1 0 25 5.0 +9.2
TMFG Motley Fool Global Opportunities ETF 0.1 85 -60 3.3 +7.4
SHPP Pacer Industrials and Logistics ETF 0.1 60 -35 8.2 +12.4
ARVR First Trust Indxx Metaverse ETF 0.1 70 -45 2.4 +6.5
INTF iShares International Equity Factor ETF 0.1 15 10 7.9 +12.1
IPOS Renaissance International IPO ETF 0.1 80 -55 -354.5 -350.3
IBLC iShares Blockchain and Tech ETF 0.1 47 -22 -1.4 +2.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -45 3.8 +8.0
IBUY Amplify Online Retail ETF 0.1 65 -40 1.7 +5.8
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 -14 6.5 +10.7
SAGP Strategas Global Policy Opportunities ETF 0.1 65 -40 4.4 +8.5
VPN Global X Data Center REITs & Digital Infrastructure ETF 0.1 50 -25 2.1 +6.2
ARKF ARK Fintech Innovation ETF 0.1 75 -50 -2.4 +1.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -40 7.5 +11.7
BOAT SonicShares Global Shipping ETF 0.1 69 -44 26.5 +30.6
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 0.1 60 -35 8.7 +12.8
SILJ ETFMG Prime Junior Silver Miners ETFMG Prime Junior Silver M 0.1 69 -44 3.3 +7.4
GDX VanEck Gold Miners ETF 0.1 51 -26 6.0 +10.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 0 6.8 +11.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -50 4.5 +8.7
BNGE First Trust S-Network Streaming and Gaming ETF 0.1 70 -45 -1.1 +3.1
BETZ Roundhill Sports Betting & iGaming ETF 0.1 75 -50 1.8 +6.0
RECS Columbia Research Enhanced Core ETF 0.1 15 10 5.4 +9.6
GOEX Global X Gold Explorers ETF 0.1 65 -40 6.1 +10.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 0 6.9 +11.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -17 4.9 +9.1
IXC iShares Global Energy ETF 0.0 44 -19 8.9 +13.0
EMFM Global X MSCI Next Emerging & Frontier ETF 0.0 55 -30 7.8 +11.9
IBRN iShares Neuroscience and Healthcare ETF 0.0 47 -22 -4.2 0.0
RAYS Global X Solar ETF 0.0 51 -26 5.7 +9.9
TAN Invesco Solar ETF 0.0 67 -42 7.4 +11.6
DIVB iShares Core Dividend ETF 0.0 5 20 7.9 +12.1
ARGT Global X MSCI Argentina ETF 0.0 59 -34 5.8 +9.9
ODDS Pacer BlueStar Digital Entertainment ETF 0.0 60 -35 2.0 +6.2
HLAL Wahed FTSE USA Shariah ETF 0.0 50 -25 4.8 +8.9
ILCV iShares Morningstar Value ETF 0.0 4 21 6.6 +10.8
GLIF AGF Global Infrastructure ETF 0.0 45 -20 5.6 +9.8
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 4.5 +8.6
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 8 6.9 +11.1
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 16 4.8 +9.0
VFMF Vanguard U.S. Multifactor ETF 0.0 18 7 8.6 +12.7
IWF iShares Russell 1000 Growth ETF 0.0 19 6 4.4 +8.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -24 4.8 +9.0
VONG Vanguard Russell 1000 Growth ETF 0.0 8 17 4.5 +8.6
SRVR Pacer Data & Infrastructure Real Estate ETF 0.0 55 -30 2.7 +6.8
JHML John Hancock Multifactor Large Cap ETF 0.0 29 -4 5.5 +9.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.0 20 5 7.0 +11.1
IWL iShares Russell Top 200 ETF 0.0 15 10 4.8 +9.0
FINX Global X FinTech ETF 0.0 68 -43 3.0 +7.1
VOTE TCW Transform 500 ETF 0.0 5 20 5.0 +9.2
DFAU Dimensional US Core Equity Market ETF 0.0 12 13 5.2 +9.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 18 5.0 +9.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 23 5.1 +9.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 25 5.1 +9.2
VONE Vanguard Russell 1000 ETF 0.0 8 17 5.0 +9.2
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 22 5.1 +9.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 14 5.1 +9.2
DFUS Dimensional U.S. Equity ETF 0.0 9 16 5.0 +9.1
IWB iShares Russell 1000 ETF 0.0 15 10 5.0 +9.1
NIKL Sprott Nickel Miners ETF 0.0 75 -50 9.1 +13.2
IWV iShares Russell 3000 ETF 0.0 20 5 4.8 +9.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.0 17 8 5.5 +9.7
VTHR Vanguard Russell 3000 ETF 0.0 10 15 4.9 +9.1
DUHP Dimensional US High Profitability ETF 0.0 21 4 6.8 +11.0
GWX SPDR S&P International Small Cap ETF 0.0 40 -15 5.3 +9.5
GVLU Gotham 1000 Value ETF 0.0 50 -25 7.6 +11.7
EGPT VanEck Egypt Index ETF 0.0 124 -99 7.8 +11.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.0 25 0 5.5 +9.7
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 7 5.5 +9.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 70 -45 7.0 +11.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 -4 6.1 +10.2

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  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:
iShares MSCI Emerging Markets ex China ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID

Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -6.8 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 25 bp
Equals: ALTAR Score -4.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.44 CATEGORY
AVERAGE
1.40
 
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.