Columbia International ESG Equity Income ETF
|
- Description
- Performance
- Comps
- Fundamentals
- Valuation
- Rating
The Columbia Sustainable International Equity Income ETF tracks an index composed of 100 equities from developed markets outside of the U.S (excluding REITs). These securities exhibit a minimum ESG rating (as determined by MSCI) and dividend characteristics. |
Category | International Equities |
Fund Sponsor | Columbia |
Website | www.columbiathreadneedleetf.com |
Inception date | Jun 13, 2016 |
Assets (mns) | $8 |
Currency | USD |
Expense ratio | 45 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Fundamental |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 102 |
Wgt avg mkt cap (mns) | $66,881 |
Large cap (>$10bn) | 93.0% |
Mid cap ($2-10bn) | 6.7% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
SAP AG | 5.0 % |
SIEMENS AG-REG | 4.9 % |
BP PLC | 4.2 % |
SHELL PLC | 4.0 % |
TOTAL SA | 3.9 % |
HITACHI LTD | 3.5 % |
MITSUBISHI CORP | 3.4 % |
DAIMLER AG-REGISTERED SHARES | 3.1 % |
MITSUI & CO LTD | 2.7 % |
ITOCHU CORP | 2.4 % | Total | 37.1 % |
---|
JAPAN | 36.9 % | |
GERMANY | 21.7 % | |
BRITAIN | 11.5 % | |
SWEDEN | 7.4 % | |
FRANCE | 5.1 % | |
NORWAY | 2.5 % | |
ITALY | 2.3 % | |
DENMARK | 2.2 % | |
HONG KONG | 1.7 % | |
NETHERLANDS | 1.6 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | 15.9% | 5.5% | -- | 7.3% |
versus... | Beta | R-squared |
S&P500 | 0.72 | 63% |
MSCI EAFE | 0.91 | 91% |
MSCI Emg. Mkts. | 0.73 | 64% |
Recent close | $30.24 |
30d moving avg. | $27.50 |
Annualized volatility | 16.3% |
Short interest (ETF) | 0.1% |
Relative strength (RSI) | 66 |
Avg. volume (thou.) | 0 |
Turnover | 0.0% |
Bid/Ask (% of price) | 0.72% |
ADV underlying (mns) | $7,686 |
FINDING ALTERNATIVE FUNDS
Below is a list of 374 potential alternatives to the Columbia International ESG Equity Income ETF ETF based on the alternatives' overlap in portfolio holdings with ESGN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | ESGN | Expense: | 45 bp | ALTAR Score™: | 9.2% |
Ticker | Fund Name |
Overlap1 vs ESGN (%) |
Expense ratio (bp) |
Savings vs ESGN (bp) |
ALTAR Score™ (%) |
ALTAR vs ESGN (%) |
EWJV | iShares MSCI Japan Value ETF | 26.1 | 15 | 30 | 8.6 | -0.6 |
IVLU | iShares MSCI Intl Value Factor ETF | 24.5 | 30 | 15 | 10.6 | +1.5 |
IDMO | Invesco S&P International Developed Momentum ETF | 23.8 | 25 | 20 | 7.6 | -1.6 |
GSJY | Goldman Sachs ActiveBeta Japan Equity ETF | 23.2 | 25 | 20 | 7.5 | -1.7 |
JPXN | iShares JPX-Nikkei 400 ETF | 22.9 | 48 | -3 | 7.1 | -2.1 |
FIVA | Fidelity International Value Factor ETF | 22.8 | 18 | 27 | 10.3 | +1.1 |
EFV | iShares MSCI EAFE Value ETF | 22.5 | 34 | 11 | 9.1 | -0.1 |
IQIN | IQ 500 International ETF | 22.2 | 25 | 20 | 8.7 | -0.5 |
EWG | iShares MSCI Germany ETF | 21.7 | 50 | -5 | 6.4 | -2.8 |
FLGR | Franklin FTSE Germany ETF | 21.7 | 9 | 36 | 6.9 | -2.3 |
DBGR | Xtrackers MSCI Germany Hedged Equity ETF | 21.7 | 45 | 0 | 6.4 | -2.8 |
EWJ | iShares MSCI Japan ETF | 21.6 | 50 | -5 | 6.3 | -2.9 |
DXJ | WisdomTree Japan Hedged Equity Fund | 21.5 | 48 | -3 | 7.7 | -1.5 |
DAX | Global X DAX Germany ETF | 21.4 | 21 | 24 | 6.9 | -2.3 |
BBJP | JPMorgan BetaBuilders Japan ETF | 21.3 | 19 | 26 | 6.7 | -2.5 |
DOL | WisdomTree International LargeCap Dividend Fund | 21.2 | 48 | -3 | 7.7 | -1.5 |
DBJP | Xtrackers MSCI Japan Hedged Equity ETF | 20.5 | 47 | -2 | 6.2 | -3.0 |
JHID | John Hancock International High Dividend ETF | 19.2 | 46 | -1 | 11.4 | +2.2 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 18.8 | 30 | 15 | 6.9 | -2.3 |
DTH | WisdomTree International High Dividend Fund | 18.7 | 58 | -13 | 10.1 | +0.9 |
FLJP | Franklin FTSE Japan ETF | 18.7 | 9 | 36 | 6.7 | -2.5 |
FEZ | SPDR EURO STOXX 50 ETF | 18.5 | 29 | 16 | 6.1 | -3.1 |
FLJH | Franklin FTSE Japan Hedged ETF | 18.1 | 9 | 36 | 6.5 | -2.6 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 17.7 | 25 | 20 | 8.8 | -0.4 |
EZU | iShares MSCI Eurozone ETF | 17.1 | 52 | -7 | 6.1 | -3.1 |
DWM | WisdomTree International Equity Fund | 17.1 | 48 | -3 | 7.7 | -1.5 |
FLEU | Franklin FTSE Eurozone ETF | 17.0 | 9 | 36 | 6.6 | -2.6 |
JHMD | John Hancock Multifactor Developed International ETF | 16.9 | 39 | 6 | 7.3 | -1.9 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 16.9 | 40 | 5 | 7.7 | -1.5 |
UIVM | VictoryShares International Value Momentum ETF | 16.8 | 35 | 10 | 10.5 | +1.3 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 16.6 | 83 | -38 | 8.8 | -0.3 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 16.6 | 45 | 0 | 8.2 | -1.0 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 16.4 | 9 | 36 | 9.8 | +0.6 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 16.3 | 31 | 14 | 6.1 | -3.1 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 16.3 | 24 | 21 | 6.6 | -2.6 |
DFIV | Dimensional International Value ETF | 16.2 | 27 | 18 | 9.9 | +0.7 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 16.2 | 35 | 10 | 5.9 | -3.2 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 16.1 | 20 | 25 | 6.3 | -2.9 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 16.1 | 83 | -38 | 8.7 | -0.5 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 16.0 | 25 | 20 | 7.3 | -1.9 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 15.6 | 45 | 0 | 6.2 | -3.0 |
IEV | iShares Europe ETF | 15.4 | 67 | -22 | 6.2 | -3.0 |
IQSI | IQ Candriam International Equity ETF | 15.3 | 15 | 30 | 6.2 | -3.0 |
CLNR | IQ Cleaner Transport ETF | 15.3 | 45 | 0 | 8.0 | -1.2 |
EFA | iShares MSCI EAFE ETF | 15.2 | 35 | 10 | 6.3 | -2.9 |
CID | VictoryShares International High Div Volatility Wtd ETF | 15.1 | 45 | 0 | 9.4 | +0.2 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 15.0 | 9 | 36 | 7.9 | -1.3 |
BBEU | JPMorgan BetaBuilders Europe ETF | 15.0 | 9 | 36 | 6.6 | -2.6 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 14.9 | 25 | 20 | 7.3 | -1.9 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 14.8 | 36 | 9 | 6.3 | -2.9 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 14.8 | 46 | -1 | 6.3 | -2.9 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 14.7 | 20 | 25 | 6.5 | -2.7 |
FIDI | Fidelity International High Dividend ETF | 14.6 | 18 | 27 | 9.8 | +0.6 |
FLEE | Franklin FTSE Europe ETF | 14.6 | 9 | 36 | 6.8 | -2.4 |
IXC | iShares Global Energy ETF | 14.6 | 44 | 1 | 8.4 | -0.7 |
DIHP | Dimensional International High Profitability ETF | 14.5 | 29 | 16 | 6.9 | -2.3 |
HEDJ | WisdomTree Europe Hedged Equity Fund | 14.4 | 58 | -13 | 8.2 | -1.0 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 14.4 | 12 | 33 | 5.3 | -3.9 |
FILL | iShares MSCI Global Energy Producers ETF | 14.3 | 39 | 6 | 9.5 | +0.4 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 14.3 | 20 | 25 | 6.7 | -2.5 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 14.2 | 30 | 15 | 6.7 | -2.5 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 14.2 | 29 | 16 | 8.6 | -0.6 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 14.2 | 39 | 6 | 7.4 | -1.8 |
VYMI | Vanguard International High Dividend Yield ETF | 14.1 | 22 | 23 | 9.7 | +0.5 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 14.0 | 37 | 8 | 8.6 | -0.6 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 14.0 | 40 | 5 | 10.4 | +1.2 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 13.9 | 24 | 21 | 8.3 | -0.8 |
VGK | Vanguard FTSE Europe ETF | 13.7 | 11 | 34 | 6.8 | -2.4 |
IEUR | iShares Core MSCI Europe ETF | 13.5 | 11 | 34 | 6.6 | -2.6 |
CIL | VictoryShares International Volatility Wtd ETF | 13.4 | 45 | 0 | 6.7 | -2.5 |
CIZ | VictoryShares Developed Enhanced Volatility Wtd ETF | 13.4 | 51 | -6 | 6.5 | -2.6 |
GNR | SPDR S&P Global Natural Resources ETF | 13.3 | 40 | 5 | 9.5 | +0.3 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 13.3 | 22 | 23 | 6.2 | -3.0 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 13.3 | 14 | 31 | 6.0 | -3.2 |
OEUR | ALPS O'Shares Europe Quality Dividend ETF | 13.2 | 48 | -3 | 5.6 | -3.6 |
BKIE | BNY Mellon International Equity ETF | 13.1 | 4 | 41 | 6.8 | -2.4 |
IEFA | iShares Core MSCI EAFE ETF | 13.1 | 7 | 38 | 6.6 | -2.6 |
DWMF | WisdomTree International Multifactor Fund | 13.1 | 38 | 7 | 7.1 | -2.1 |
INTF | iShares International Equity Factor ETF | 13.0 | 15 | 30 | 7.8 | -1.4 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 13.0 | 20 | 25 | 10.6 | +1.4 |
FJP | First Trust Japan AlphaDEX Fund | 12.8 | 80 | -35 | 9.8 | +0.6 |
TPIF | Timothy Plan International ETF | 12.7 | 62 | -17 | 6.5 | -2.7 |
RODE | Hartford Multifactor Diversified International ETF | 12.6 | 29 | 16 | 11.2 | +2.0 |
IPAC | iShares Core MSCI Pacific ETF | 12.6 | 9 | 36 | 6.3 | -2.9 |
FGM | First Trust Germany AlphaDEX Fund | 12.6 | 80 | -35 | 8.6 | -0.5 |
QINT | American Century Quality Diversified International ETF | 12.5 | 39 | 6 | 7.3 | -1.9 |
SCHF | Schwab International Equity ETF | 12.4 | 6 | 39 | 6.9 | -2.3 |
DFAI | Dimensional International Core Equity Market ETF | 12.3 | 18 | 27 | 6.8 | -2.4 |
IPKW | Invesco International BuyBack Achievers ETF | 12.2 | 55 | -10 | 9.4 | +0.2 |
SPEU | SPDR Portfolio Europe ETF | 12.2 | 7 | 38 | 6.6 | -2.6 |
FDEV | Fidelity International Multifactor ETF | 12.1 | 18 | 27 | 7.2 | -2.0 |
IGRO | iShares International Dividend Growth ETF | 12.0 | 15 | 30 | 7.3 | -1.9 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 12.0 | 20 | 25 | 6.7 | -2.4 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 11.9 | 80 | -35 | 10.6 | +1.4 |
FEP | First Trust Europe AlphaDEX Fund | 11.8 | 80 | -35 | 8.6 | -0.6 |
IDEV | iShares Core MSCI International Developed Markets ETF | 11.7 | 4 | 41 | 6.6 | -2.6 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 11.6 | 3 | 42 | 6.7 | -2.5 |
EXI | iShares Global Industrials ETF | 11.6 | 42 | 3 | 4.6 | -4.6 |
ISZE | iShares MSCI Intl Size Factor ETF | 11.5 | 30 | 15 | 6.6 | -2.6 |
VWID | Virtus WMC International Dividend ETF | 11.4 | 49 | -4 | 9.3 | +0.1 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 11.3 | 65 | -20 | 12.6 | +3.5 |
VEA | Vanguard FTSE Developed Markets ETF | 11.3 | 5 | 40 | 6.8 | -2.4 |
IDHQ | Invesco S&P International Developed High Quality ETF | 11.3 | 29 | 16 | 5.9 | -3.3 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 11.2 | 20 | 25 | 5.9 | -3.3 |
EWU | iShares MSCI United Kingdom ETF | 11.1 | 50 | -5 | 8.0 | -1.2 |
VIGI | Vanguard International Dividend Appreciation ETF | 10.7 | 15 | 30 | 5.4 | -3.8 |
FLGB | Franklin FTSE United Kingdom ETF | 10.7 | 9 | 36 | 8.4 | -0.8 |
CWI | SPDR MSCI ACWI ex-US ETF | 10.6 | 30 | 15 | 6.6 | -2.6 |
BKCI | BNY Mellon Concentrated International ETF | 10.6 | 80 | -35 | 5.0 | -4.2 |
VPL | Vanguard FTSE Pacific ETF | 10.5 | 8 | 37 | 6.5 | -2.7 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 10.5 | 80 | -35 | 8.3 | -0.9 |
IDOG | ALPS International Sector Dividend Dogs ETF | 10.4 | 50 | -5 | 11.3 | +2.1 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 10.1 | 46 | -1 | 9.3 | +0.2 |
IVAL | Alpha Architect International Quantitative Value ETF | 10.1 | 49 | -4 | 6.1 | -3.1 |
GCOW | Pacer Global Cash Cows Dividend ETF | 9.9 | 60 | -15 | 13.4 | +4.2 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 9.8 | 34 | 11 | 4.8 | -4.4 |
AVIV | Avantis International Large Cap Value ETF | 9.7 | 25 | 20 | 8.7 | -0.5 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 9.6 | 80 | -35 | 5.5 | -3.6 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 9.5 | 41 | 4 | 6.5 | -2.7 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility In | 9.4 | 32 | 13 | 6.6 | -2.6 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 9.3 | 8 | 37 | 5.1 | -4.1 |
DGT | SPDR Global Dow ETF | 9.3 | 50 | -5 | 6.6 | -2.6 |
DFIC | Dimensional International Core Equity 2 ETF | 9.1 | 23 | 22 | 7.3 | -1.9 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 9.0 | 39 | 6 | 7.4 | -1.8 |
WLDR | Affinity World Leaders Equity ETF | 8.6 | 67 | -22 | 8.2 | -1.0 |
EFG | iShares MSCI EAFE Growth ETF | 8.6 | 36 | 9 | 4.0 | -5.2 |
VXUS | Vanguard Total International Stock ETF | 8.5 | 7 | 38 | 5.2 | -4.0 |
TEMP | JPMorgan Climate Change Solutions ETF | 8.4 | 49 | -4 | 4.8 | -4.4 |
DMDV | AAM S&P Developed Markets High Dividend Value ETF | 8.4 | 39 | 6 | 11.8 | +2.7 |
IXUS | iShares Core MSCI Total International Stock ETF | 8.3 | 7 | 38 | 5.0 | -4.2 |
HAP | VanEck Natural Resources ETF | 8.3 | 50 | -5 | 8.6 | -0.6 |
SCHY | Schwab International Dividend Equity ETF | 8.3 | 14 | 31 | 8.8 | -0.4 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 8.2 | 47 | -2 | 9.7 | +0.5 |
AIVI | WisdomTree International AI Enhanced Value Fund | 8.1 | 58 | -13 | 8.3 | -0.9 |
WWJD | Inspire International ETF | 8.0 | 80 | -35 | 6.9 | -2.3 |
FYLD | Cambria Foreign Shareholder Yield ETF | 8.0 | 59 | -14 | 11.5 | +2.3 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 8.0 | 80 | -35 | 5.5 | -3.7 |
DSTX | Distillate International Fundamental Stability & Value ETF | 8.0 | 55 | -10 | 7.4 | -1.8 |
DFSI | Dimensional International Sustainability Core 1 ETF | 8.0 | 24 | 21 | 6.1 | -3.1 |
IQLT | iShares MSCI Intl Quality Factor ETF | 7.9 | 30 | 15 | 5.6 | -3.6 |
KOIN | Capital Link Global Fintech Leaders ETF | 7.9 | 75 | -30 | 4.8 | -4.4 |
SHPP | Pacer Industrials and Logistics ETF | 7.8 | 60 | -15 | 8.4 | -0.8 |
AVDE | Avantis International Equity ETF | 7.6 | 23 | 22 | 7.7 | -1.5 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 7.5 | 50 | -5 | 4.8 | -4.4 |
IQDE | FlexShares International Quality Dividend Defensive Index ET | 7.5 | 47 | -2 | 10.1 | +0.9 |
OSEA | Harbor International Compounders ETF | 7.5 | 55 | -10 | 3.6 | -5.6 |
KLDW | Knowledge Leaders Developed World ETF | 7.4 | 75 | -30 | 4.7 | -4.5 |
EWD | iShares MSCI Sweden ETF | 7.4 | 54 | -9 | 5.5 | -3.7 |
WRND | IQ Global Equity R&D Leaders ETF | 7.2 | 18 | 27 | 6.9 | -2.3 |
IQDF | FlexShares International Quality Dividend Index Fund | 7.2 | 47 | -2 | 10.4 | +1.2 |
DIM | WisdomTree International MidCap Dividend Fund | 7.2 | 58 | -13 | 7.5 | -1.7 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 6.7 | 80 | -35 | 4.4 | -4.8 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 6.7 | 30 | 15 | 7.6 | -1.6 |
FICS | First Trust International Developed Capital Strength ETF | 6.6 | 70 | -25 | 5.9 | -3.3 |
VIDI | Vident International Equity Strategy ETF | 6.5 | 61 | -16 | 11.3 | +2.1 |
KOCG | FIS Knights of Columbus Global Belief ETF | 6.5 | 75 | -30 | 5.0 | -4.2 |
FKU | First Trust United Kingdom AlphaDEX Fund | 6.4 | 80 | -35 | 7.5 | -1.7 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 6.2 | 45 | 0 | 4.6 | -4.6 |
MOTO | SmartETFs Smart Transportation & Technology ETF | 6.1 | 68 | -23 | 6.4 | -2.7 |
IBOT | Vaneck Robotics ETF | 6.0 | 47 | -2 | 3.5 | -5.7 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 5.9 | 42 | 3 | 5.6 | -3.6 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 5.9 | 58 | -13 | 5.8 | -3.3 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 5.9 | 58 | -13 | 5.4 | -3.8 |
VSGX | Vanguard ESG International Stock ETF | 5.8 | 12 | 33 | 4.3 | -4.9 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 5.8 | 55 | -10 | 4.9 | -4.3 |
OCEN | IQ Clean Oceans ETF | 5.7 | 45 | 0 | 5.1 | -4.0 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 5.7 | 47 | -2 | 5.7 | -3.5 |
PRNT | 3D Printing ETF | 5.6 | 66 | -21 | -3.9 | -13.0 |
EUFN | iShares MSCI Europe Financials ETF | 5.6 | 51 | -6 | 8.1 | -1.0 |
MOTI | VanEck Morningstar International Moat ETF | 5.5 | 58 | -13 | 6.9 | -2.3 |
CGXU | Capital Group International Focus Equity ETF | 5.4 | 54 | -9 | 4.0 | -5.1 |
GVAL | Cambria Global Value ETF | 5.3 | 68 | -23 | 12.1 | +2.9 |
CLOD | Themes Cloud Computing ETF | 5.3 | 35 | 10 | 3.5 | -5.7 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 5.2 | 65 | -20 | 7.8 | -1.4 |
EWQ | iShares MSCI France ETF | 5.1 | 53 | -8 | 5.3 | -3.9 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 5.1 | 57 | -12 | 11.1 | +2.0 |
DEW | WisdomTree Global High Dividend Fund | 5.0 | 58 | -13 | 9.0 | -0.2 |
QWLD | SPDR MSCI World StrategicFactors ETF | 5.0 | 30 | 15 | 5.9 | -3.3 |
BULD | Pacer BlueStar Engineering the Future ETF | 4.9 | 60 | -15 | 1.1 | -8.1 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 4.8 | 45 | 0 | 6.2 | -2.9 |
IDV | iShares International Select Dividend ETF | 4.8 | 51 | -6 | 14.1 | +4.9 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 4.8 | 20 | 25 | 6.6 | -2.6 |
NXTG | First Trust Indxx NextG ETF | 4.8 | 70 | -25 | 5.7 | -3.5 |
GDVD | R3 Global Dividend Growth ETF | 4.7 | 88 | -43 | 5.7 | -3.5 |
LUX | Tema Luxury ETF | 4.6 | 75 | -30 | 3.3 | -5.9 |
LUXX | Roundhill S&P Global Luxury ETF | 4.6 | 45 | 0 | 2.5 | -6.7 |
BNE | Blue Horizon BNE ETF | 4.6 | 87 | -42 | 4.1 | -5.1 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 4.6 | 49 | -4 | 6.6 | -2.6 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 4.4 | 25 | 20 | 5.8 | -3.4 |
FAN | First Trust Global Wind Energy ETF | 4.4 | 60 | -15 | 5.6 | -3.6 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 4.4 | 25 | 20 | 5.9 | -3.3 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 4.3 | 34 | 11 | 10.8 | +1.6 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 4.3 | 42 | 3 | 6.6 | -2.6 |
BLES | Inspire Global Hope ETF | 4.3 | 61 | -16 | 6.2 | -3.0 |
JXI | iShares Global Utilities ETF | 4.3 | 43 | 2 | 6.9 | -2.3 |
KDIV | KraneShares S&P Pan Asia Dividend Aristocrats Index ETF | 4.2 | 68 | -23 | 6.9 | -2.3 |
NTZG | Nuveen Global Net Zero Transition ETF | 4.2 | 56 | -11 | 4.9 | -4.3 |
DWX | SPDR S&P International Dividend ETF | 4.1 | 45 | 0 | 6.7 | -2.5 |
UMMA | Wahed Dow Jones Islamic World ETF | 4.1 | 65 | -20 | 4.2 | -5.0 |
URTH | iShares MSCI World ETF | 4.0 | 24 | 21 | 5.2 | -4.0 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 4.0 | 68 | -23 | 3.7 | -5.5 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 4.0 | 56 | -11 | 13.8 | +4.6 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 3.8 | 42 | 3 | 4.9 | -4.2 |
GLOF | iShares Global Equity Factor ETF | 3.8 | 20 | 25 | 7.1 | -2.1 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 3.8 | 9 | 36 | 5.5 | -3.7 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 3.8 | 58 | -13 | 12.9 | +3.7 |
ACWI | iShares MSCI ACWI ETF | 3.6 | 32 | 13 | 5.3 | -3.9 |
KNCT | Invesco Next Gen Connectivity ETF | 3.5 | 40 | 5 | 5.6 | -3.6 |
TTAI | FCF International Quality ETF | 3.4 | 59 | -14 | 6.7 | -2.4 |
IOO | iShares Global 100 ETF | 3.4 | 41 | 4 | 4.7 | -4.5 |
XT | iShares Exponential Technologies ETF | 3.3 | 46 | -1 | 3.7 | -5.5 |
VT | Vanguard Total World Stock ETF | 3.2 | 7 | 38 | 5.0 | -4.2 |
TRFK | Pacer Data and Digital Revolution ETF | 3.0 | 60 | -15 | 3.3 | -5.9 |
AIQ | Global X Artificial Intelligence & Technology ETF | 3.0 | 68 | -23 | 3.7 | -5.5 |
IXP | iShares Global Comm Services ETF | 3.0 | 42 | 3 | 5.0 | -4.2 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 2.9 | 70 | -25 | 3.4 | -5.8 |
SEA | U.S. Global Sea to Sky Cargo ETF | 2.9 | 60 | -15 | 26.9 | +17.7 |
SUPL | ProShares Supply Chain Logistics ETF | 2.9 | 58 | -13 | 12.3 | +3.1 |
TOK | iShares MSCI Kokusai ETF | 2.9 | 26 | 19 | 5.1 | -4.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 2.8 | 9 | 36 | 5.3 | -3.9 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 2.7 | 58 | -13 | 4.4 | -4.8 |
MXI | iShares Global Materials ETF | 2.7 | 41 | 4 | 6.6 | -2.6 |
DINT | Davis Select International ETF | 2.6 | 55 | -10 | 5.0 | -4.2 |
JSTC | Adasina Social Justice All Cap Global ETF | 2.6 | 89 | -44 | 4.5 | -4.7 |
IXG | iShares Global Financials ETF | 2.5 | 42 | 3 | 6.7 | -2.5 |
RXI | iShares Global Consumer Discretionary ETF | 2.5 | 41 | 4 | 5.3 | -3.9 |
NORW | Global X MSCI Norway ETF | 2.5 | 50 | -5 | 7.7 | -1.5 |
ENOR | iShares MSCI Norway ETF | 2.5 | 53 | -8 | 7.7 | -1.5 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.4 | 15 | 30 | 7.0 | -2.2 |
KARS | KraneShares Electric Vehicles & Future Mobility Index ETF | 2.3 | 72 | -27 | 2.2 | -7.0 |
EWI | iShares MSCI Italy ETF | 2.3 | 50 | -5 | 8.0 | -1.2 |
JIG | JPMorgan International Growth ETF | 2.3 | 55 | -10 | 4.1 | -5.1 |
IXN | iShares Global Tech ETF | 2.3 | 41 | 4 | 4.1 | -5.1 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 2.2 | 20 | 25 | 5.3 | -3.8 |
IGF | iShares Global Infrastructure ETF | 2.2 | 41 | 4 | 5.0 | -4.2 |
GII | SPDR S&P Global Infrastructure ETF | 2.2 | 40 | 5 | 5.2 | -4.0 |
URA | Global X Uranium ETF | 2.2 | 69 | -24 | 2.0 | -7.2 |
EDEN | iShares MSCI Denmark ETF | 2.2 | 53 | -8 | 6.6 | -2.5 |
QTUM | Defiance Quantum ETF | 2.2 | 40 | 5 | 3.8 | -5.4 |
ROBO | ROBO Global Robotics & Automation Index ETF | 2.2 | 95 | -50 | 2.7 | -6.5 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 2.1 | 59 | -14 | 3.8 | -5.3 |
AGNG | Global X Aging Population ETF | 2.0 | 50 | -5 | 3.9 | -5.3 |
LNGG | Roundhill Alerian LNG ETF | 2.0 | 65 | -20 | 8.3 | -0.9 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.9 | 12 | 33 | 4.9 | -4.3 |
FIXT | Procure Disaster Recovery Strategy ETF | 1.8 | 75 | -30 | 3.8 | -5.4 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 1.8 | 49 | -4 | 5.7 | -3.5 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 1.8 | 68 | -23 | 5.0 | -4.2 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 1.8 | 49 | -4 | 6.3 | -2.9 |
ISHP | First Trust Nasdaq Retail ETF | 1.8 | 60 | -15 | 3.0 | -6.2 |
SXUS | Janus Henderson International Sustainable Equity ETF | 1.8 | 60 | -15 | 4.4 | -4.8 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 1.7 | 75 | -30 | 7.0 | -2.2 |
ION | ProShares S&P Global Core Battery Metals ETF | 1.7 | 58 | -13 | 9.9 | +0.7 |
IXJ | iShares Global Healthcare ETF | 1.7 | 42 | 3 | 6.0 | -3.1 |
BATT | Amplify Lithium & Battery Technology ETF | 1.7 | 59 | -14 | 3.6 | -5.6 |
KXI | iShares Global Consumer Staples ETF | 1.7 | 41 | 4 | 5.6 | -3.6 |
BBAX | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF | 1.7 | 19 | 26 | 5.6 | -3.6 |
EPP | iShares MSCI Pacific ex-Japan ETF | 1.7 | 47 | -2 | 5.2 | -4.0 |
EWH | iShares MSCI Hong Kong ETF | 1.7 | 50 | -5 | 6.9 | -2.3 |
FLHK | Franklin FTSE Hong Kong ETF | 1.7 | 9 | 36 | 7.0 | -2.2 |
SOLR | Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund | 1.7 | 79 | -34 | 5.1 | -4.1 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 1.6 | 70 | -25 | 3.7 | -5.5 |
EWN | iShares MSCI Netherlands ETF | 1.6 | 50 | -5 | 4.5 | -4.7 |
IDAT | iShares Future Cloud 5G and Tech ETF | 1.6 | 47 | -2 | 4.1 | -5.0 |
EFNL | iShares MSCI Finland ETF | 1.5 | 56 | -11 | 7.0 | -2.2 |
FID | First Trust S&P International Dividend Aristocrats ETF | 1.5 | 60 | -15 | 9.4 | +0.2 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 1.5 | 65 | -20 | 1.9 | -7.2 |
AIA | iShares Asia 50 ETF | 1.5 | 50 | -5 | 7.0 | -2.2 |
GLIF | AGF Global Infrastructure ETF | 1.4 | 45 | 0 | 5.6 | -3.6 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 1.4 | 39 | 6 | 11.2 | +2.0 |
FPXI | First Trust International Equity Opportunities ETF | 1.4 | 70 | -25 | 3.3 | -5.9 |
DVYA | iShares Asia/Pacific Dividend ETF | 1.4 | 49 | -4 | 11.1 | +1.9 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 1.4 | 75 | -30 | 2.8 | -6.4 |
WPS | iShares International Developed Property ETF | 1.4 | 48 | -3 | 6.8 | -2.4 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 1.4 | 12 | 33 | 8.4 | -0.8 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 1.3 | 39 | 6 | 6.6 | -2.6 |
EWP | iShares MSCI Spain ETF | 1.3 | 50 | -5 | 8.7 | -0.5 |
FLSW | Franklin FTSE Switzerland ETF | 1.3 | 9 | 36 | 5.1 | -4.1 |
EWL | iShares MSCI Switzerland ETF | 1.3 | 50 | -5 | 4.1 | -5.1 |
WDIV | SPDR S&P Global Dividend ETF | 1.3 | 40 | 5 | 9.6 | +0.4 |
TINY | ProShares Nanotechnology ETF | 1.2 | 58 | -13 | 1.9 | -7.3 |
SNSR | Global X Internet of Things ETF | 1.2 | 68 | -23 | 3.6 | -5.6 |
ARKX | ARK Space Exploration & Innovation ETF | 1.2 | 75 | -30 | 1.6 | -7.6 |
CANC | Tema Oncology ETF | 1.1 | 75 | -30 | -4.1 | -13.3 |
IDRV | iShares Self-driving EV & Tech ETF | 1.1 | 47 | -2 | -0.4 | -9.6 |
CGV | Conductor Global Equity Value ETF | 1.1 | 130 | -85 | 10.2 | +1.0 |
NETZ | TCW Transform Systems ETF | 1.1 | 75 | -30 | 3.4 | -5.8 |
PBD | Invesco Global Clean Energy ETF | 1.1 | 75 | -30 | -2.2 | -11.4 |
GINN | Goldman Sachs Innovate Equity ETF | 1.0 | 52 | -7 | 2.8 | -6.4 |
EWO | iShares MSCI Austria ETF | 1.0 | 50 | -5 | 13.5 | +4.3 |
IQM | Franklin Intelligent Machines ETF | 1.0 | 50 | -5 | 2.9 | -6.3 |
GGME | Invesco Next Gen Media and Gaming ETF | 1.0 | 60 | -15 | 3.6 | -5.6 |
EV | Mast Global Battery Recycling & Production ETF | 0.9 | 65 | -20 | 13.8 | +4.6 |
LIT | Global X Lithium & Battery Tech ETF | 0.9 | 75 | -30 | 9.9 | +0.7 |
MCH | Matthews China Active ETF | 0.9 | 79 | -34 | 5.8 | -3.4 |
GAMR | Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T | 0.9 | 75 | -30 | 4.5 | -4.7 |
SAGP | Strategas Global Policy Opportunities ETF | 0.9 | 65 | -20 | 4.3 | -4.8 |
MDEV | First Trust Indxx Medical Devices ETF | 0.9 | 70 | -25 | 3.4 | -5.8 |
MVPS | Amplify Thematic All-Stars ETF | 0.8 | 49 | -4 | 1.5 | -7.7 |
ICLN | iShares Global Clean Energy ETF | 0.8 | 41 | 4 | 4.2 | -5.0 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 0.8 | 45 | 0 | 1.2 | -8.0 |
IGPT | Invesco AI and Next Gen Software ETF | 0.8 | 60 | -15 | 3.3 | -5.9 |
DFNL | Davis Select Financial ETF | 0.8 | 63 | -18 | 7.0 | -2.2 |
SANE | Subversive Mental Health ETF | 0.8 | 75 | -30 | 0.4 | -8.7 |
IQRA | IQ CBRE Real Assets ETF | 0.8 | 65 | -20 | 5.8 | -3.4 |
ISCF | iShares International SmallCap Equity Factor ETF | 0.7 | 23 | 22 | 8.5 | -0.7 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.7 | 62 | -17 | 3.5 | -5.7 |
EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | 0.7 | 58 | -13 | 9.1 | -0.1 |
DFIS | Dimensional International Small Cap ETF | 0.7 | 39 | 6 | 6.5 | -2.7 |
BTEK | Future Tech ETF | 0.7 | 88 | -43 | 2.2 | -7.0 |
FSZ | First Trust Switzerland AlphaDEX Fund | 0.7 | 80 | -35 | 4.1 | -5.1 |
AADR | AdvisorShares Dorsey Wright ADR ETF | 0.7 | 110 | -65 | 4.9 | -4.3 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 0.6 | 45 | 0 | 6.5 | -2.6 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.6 | 10 | 35 | 8.0 | -1.2 |
ERET | iShares Environmentally Aware Real Estate ETF | 0.6 | 30 | 15 | 6.9 | -2.3 |
IFGL | iShares International Developed Real Estate ETF | 0.6 | 48 | -3 | 6.9 | -2.2 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 0.6 | 70 | -25 | 6.3 | -2.8 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 0.6 | 19 | 26 | 7.2 | -2.0 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 0.5 | 95 | -50 | 10.6 | +1.5 |
ISRA | VanEck Israel ETF | 0.5 | 59 | -14 | 8.3 | -0.9 |
EIS | iShares MSCI Israel ETF | 0.5 | 58 | -13 | 9.0 | -0.2 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.5 | 45 | 0 | 3.2 | -6.0 |
HDRO | Defiance Next Gen H2 ETF | 0.5 | 30 | 15 | -10.6 | -19.7 |
WNDY | Global X Wind Energy ETF | 0.5 | 50 | -5 | 4.9 | -4.3 |
FRNW | Fidelity Clean Energy ETF | 0.5 | 39 | 6 | 3.7 | -5.5 |
GSFP | Goldman Sachs Future Planet Equity ETF | 0.5 | 75 | -30 | 4.5 | -4.7 |
SMOG | VanEck Low Carbon Energy ETF | 0.5 | 61 | -16 | 3.2 | -6.0 |
RNRG | Global X Renewable Energy Producers ETF | 0.5 | 66 | -21 | 4.9 | -4.3 |
FDVV | Fidelity High Dividend ETF | 0.5 | 15 | 30 | 8.5 | -0.7 |
HART | IQ Healthy Hearts ETF | 0.4 | 45 | 0 | 5.3 | -3.9 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.4 | 49 | -4 | 5.9 | -3.3 |
TINT | ProShares Smart Materials ETF | 0.4 | 58 | -13 | 5.6 | -3.6 |
WDNA | WisdomTree BioRevolution Fund | 0.4 | 45 | 0 | -4.3 | -13.4 |
EWK | iShares MSCI Belgium ETF | 0.4 | 50 | -5 | 7.6 | -1.6 |
FTRI | First Trust Indxx Global Natural Resources Income ETF | 0.3 | 70 | -25 | 9.9 | +0.7 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.3 | 33 | 12 | 7.0 | -2.2 |
CIBR | First Trust NASDAQ Cybersecurity ETF | 0.3 | 60 | -15 | 3.6 | -5.6 |
BUG | Global X Cybersecurity ETF | 0.3 | 51 | -6 | 2.2 | -7.0 |
IHAK | iShares Cybersecurity & Tech ETF | 0.3 | 47 | -2 | 2.9 | -6.3 |
DTEC | ALPS Disruptive Technologies ETF | 0.3 | 50 | -5 | 3.5 | -5.7 |
HACK | ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund | 0.3 | 60 | -15 | 3.9 | -5.2 |
SPAM | Themes Cybersecurity ETF | 0.3 | 35 | 10 | 1.9 | -7.3 |
WCBR | WisdomTree Cybersecurity Fund | 0.3 | 45 | 0 | 1.7 | -7.5 |
XDAT | Franklin Exponential Data ETF | 0.3 | 50 | -5 | 2.6 | -6.6 |
ARVR | First Trust Indxx Metaverse ETF | 0.3 | 70 | -25 | 2.4 | -6.8 |
BNGE | First Trust S-Network Streaming and Gaming ETF | 0.3 | 70 | -25 | -1.1 | -10.2 |
ESPO | VanEck Video Gaming and eSports ETF | 0.3 | 56 | -11 | 3.6 | -5.6 |
HERO | Global X Video Games & Esports ETF | 0.3 | 50 | -5 | 4.4 | -4.8 |
NERD | Roundhill Video Games ETF | 0.3 | 50 | -5 | 6.7 | -2.5 |
OND | ProShares On-Demand ETF | 0.3 | 58 | -13 | -2.4 | -11.6 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 0.3 | 60 | -15 | 2.0 | -7.1 |
CRAK | VanEck Oil Refiners ETF | 0.3 | 61 | -16 | 14.8 | +5.6 |
IDNA | iShares Genomics Immunology and Healthcare ETF | 0.3 | 47 | -2 | -4.9 | -14.1 |
NLR | VanEck Uranium+Nuclear Energy ETF | 0.3 | 61 | -16 | 4.5 | -4.7 |
MOO | VanEck Agribusiness ETF | 0.2 | 53 | -8 | 9.2 | 0.0 |
YUMY | VanEck Future of Food ETF | 0.2 | 69 | -24 | 4.9 | -4.3 |
VEGI | iShares MSCI Agriculture Producers ETF | 0.2 | 39 | 6 | 9.1 | -0.1 |
SDIV | Global X Superdividend ETF | 0.2 | 58 | -13 | 16.4 | +7.2 |
BOAT | SonicShares Global Shipping ETF | 0.2 | 69 | -24 | 27.4 | +18.2 |
HJEN | Direxion Hydrogen ETF | 0.2 | 45 | 0 | -0.9 | -10.0 |
PRAY | FIS Christian Stock Fund | 0.2 | 69 | -24 | 5.7 | -3.5 |
FTAG | First Trust Indxx Global Agriculture ETF | 0.2 | 70 | -25 | 10.1 | +0.9 |
RWO | SPDR Dow Jones Global Real Estate ETF | 0.2 | 50 | -5 | 6.5 | -2.7 |
RWX | SPDR Dow Jones International Real Estate ETF | 0.2 | 59 | -14 | 6.3 | -2.9 |
CUT | Invesco MSCI Global Timber ETF | 0.2 | 61 | -16 | 8.4 | -0.8 |
WOOD | iShares Global Timber & Forestry ETF | 0.2 | 42 | 3 | 9.4 | +0.2 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.1 | 46 | -1 | 5.5 | -3.7 |
GDX | VanEck Gold Miners ETF | 0.1 | 51 | -6 | 5.3 | -3.9 |
SGDM | Sprott Gold Miners ETF | 0.1 | 50 | -5 | 6.9 | -2.3 |
DISV | Dimensional International Small Cap Value ETF | 0.1 | 42 | 3 | 8.9 | -0.3 |
AVDV | Avantis International Small Cap Value ETF | 0.1 | 36 | 9 | 7.7 | -1.5 |
IEUS | iShares MSCI Europe Small-Cap ETF | 0.1 | 42 | 3 | 5.7 | -3.5 |
ECLN | First Trust EIP Carbon Impact ETF | 0.1 | 96 | -51 | 5.5 | -3.6 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 0.1 | 40 | 5 | 5.9 | -3.3 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.1 | 75 | -30 | 4.6 | -4.6 |
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: |
Columbia International ESG Equity Income ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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