WisdomTree Europe Quality Dividend Growth Fund
ALTAR
Score™		 6.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 15.8x P/Sales
ratio		 1.5x
P/BV
ratio		 2.4x Div.
yield		 2.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree Europe Dividend Growth Fund is an exchange-traded fund incorporated in the USA. The Fund seeks to provide exposure to European listed, dividend-paying companies with growth characteristics.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree Asset Management
Website www.wisdomtree.com
Inception date May 07, 2014
Assets (mns) $69
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian Bank of New York Mellon
Weighting Dividend
Index replication Optimized
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 231
Wgt avg mkt cap (mns) $122,880
Large cap (>$10bn) 79.2%
Mid cap ($2-10bn) 11.8%
Small cap (<$2bn) 2.3%
Developed mkts 99.8%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ROCHE HOLDING AG-BR 5.0 %
NESTLE SA-REG 4.9 %
LVMH MOET HENNESSY LOUIS VUI 4.7 %
NOVARTIS AG 4.6 %
INDITEX 3.7 %
BANCO BILBAO VIZCAYA ARGENTA 3.2 %
NOVO NORDISK A/S-B 2.8 %
BP PLC 2.7 %
ASTRAZENECA PLC 2.7 %
DEUTSCHE TELEKOM AG 2.5 %
Total 36.8 %

TOP COUNTRY EXPOSURE
SWITZERLAND 18.8 %
BRITAIN 17.4 %
FRANCE 15.6 %
GERMANY 11.2 %
SPAIN 7.8 %
NETHERLANDS 7.4 %
SWEDEN 6.3 %
DENMARK 3.1 %
AUSTRIA 2.3 %
ITALY 1.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
6.9% 25.8% 8.5% 9.3% 6.4%

Market Correlations
versus... Beta R-squared
S&P500 0.56 49%
MSCI EAFE 0.89 89%
MSCI Emg. Mkts. 0.63 54%

Technical Indicators
Recent close $36.56
30d moving avg. $39.43
Annualized volatility 15.5%
Short interest (ETF) 0.0%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 10
Turnover 0.5%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $5,268

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 425 potential alternatives to the WisdomTree Europe Quality Dividend Growth Fund ETF based on the alternatives' overlap in portfolio holdings with EUDG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EUDG Expense: 58 bp ALTAR Score™: 6.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EUDG
Ticker Fund
Name		 Overlap1
vs EUDG
(%)		 Expense
ratio
(bp)		 Savings
vs EUDG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EUDG
(%)
IQDG WisdomTree International Quality Dividend Growth Fund 70.5 42 16 6.0 -0.6
BBEU JPMorgan BetaBuilders Europe ETF 40.8 9 49 6.5 -0.1
FLEE Franklin FTSE Europe ETF 40.2 9 49 6.6 +0.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 39.8 46 12 5.8 -0.8
JIVE JPMorgan International Value ETF 38.9 55 3 9.0 +2.4
IEV iShares Europe ETF 35.1 67 -9 6.2 -0.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 34.5 25 33 6.7 +0.1
IEUR iShares Core MSCI Europe ETF 34.1 11 47 6.7 +0.1
SPEU SPDR Portfolio Europe ETF 33.1 7 51 6.8 +0.2
VGK Vanguard FTSE Europe ETF 32.9 6 52 6.9 +0.3
EFG iShares MSCI EAFE Growth ETF 31.9 36 22 4.0 -2.6
HEDJ WisdomTree Europe Hedged Equity Fund 30.1 58 0 6.3 -0.3
OEFA ALPS O’Shares International Developed Quality Dividend ETF 28.8 48 10 4.6 -2.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 28.3 45 13 6.0 -0.6
IQSI IQ Candriam International Equity ETF 28.2 15 43 5.8 -0.7
IDHQ Invesco S&P International Developed High Quality ETF 28.2 29 29 5.8 -0.7
DIVI Franklin International Core Dividend Tilt Index ETF 28.2 9 49 7.0 +0.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 28.0 36 22 5.7 -0.9
IQLT iShares MSCI Intl Quality Factor ETF 27.6 30 28 5.7 -0.9
GSID Goldman Sachs MarketBeta International Equity ETF 27.3 20 38 6.2 -0.4
DOL WisdomTree International LargeCap Dividend Fund 27.3 48 10 6.1 -0.5
IVSI Applied Finance IVS International LrgETF 27.2 65 -7 6.4 -0.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 27.0 14 44 5.7 -0.9
JIRE JPMorgan International Research Enhanced Equity ETF 26.9 24 34 6.1 -0.4
PIEL Pacer International Export Leaders ETF 26.8 60 -2 4.5 -2.1
HFXI IQ FTSE International Equity Currency Neutral ETF 26.8 20 38 6.1 -0.5
EZU iShares MSCI Eurozone ETF 26.4 52 6 6.0 -0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 26.0 40 18 5.9 -0.7
DWM WisdomTree International Equity Fund 25.8 48 10 5.9 -0.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 25.2 20 38 5.9 -0.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 24.9 30 28 6.3 -0.3
BKIE BNY Mellon International Equity ETF 24.6 4 54 6.3 -0.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 24.5 42 16 4.3 -2.3
JHMD John Hancock Multifactor Developed International ETF 24.5 39 19 6.5 -0.1
EFA iShares MSCI EAFE ETF 24.4 35 23 6.1 -0.5
CGIE Capital Group International Equity ETF 24.1 54 4 4.8 -1.8
STXI Strive International Developed Markets ETF 23.6 29 29 6.0 -0.6
ESGD iShares ESG Aware MSCI EAFE ETF 23.5 20 38 6.1 -0.5
UMMA Wahed Dow Jones Islamic World ETF 23.2 65 -7 4.1 -2.5
FENI Fidelity Enhanced International ETF 22.9 28 30 6.1 -0.5
DIHP Dimensional International High Profitability ETF 22.6 29 29 5.9 -0.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 22.4 20 38 5.9 -0.7
IEFA iShares Core MSCI EAFE ETF 22.3 7 51 6.4 -0.2
FEZ SPDR EURO STOXX 50 ETF 22.1 29 29 6.1 -0.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 21.6 25 33 6.5 -0.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 21.1 9 49 7.7 +1.2
IDEV iShares Core MSCI International Developed Markets ETF 20.1 4 54 6.3 -0.2
IMFL Invesco International Developed Dynamic Multifactor ETF 19.7 34 24 5.4 -1.2
IGRO iShares International Dividend Growth ETF 19.6 15 43 7.0 +0.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 19.6 12 46 5.6 -1.0
DMXF iShares ESG Advanced MSCI EAFE ETF 19.5 12 46 5.3 -1.3
BKCI BNY Mellon Concentrated International ETF 19.2 80 -22 5.1 -1.5
INTF iShares International Equity Factor ETF 19.0 15 43 6.8 +0.3
OSEA Harbor International Compounders ETF 18.8 55 3 4.2 -2.3
FLSW Franklin FTSE Switzerland ETF 18.6 9 49 5.9 -0.7
TTAI FCF International Quality ETF 18.4 59 -1 6.6 0.0
VEA Vanguard FTSE Developed Markets ETF 18.4 3 55 6.4 -0.2
SPDW SPDR Portfolio Developed World ex-US ETF 18.4 3 55 6.3 -0.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 17.9 41 17 6.5 -0.1
EUDV ProShares MSCI Europe Dividend Growers ETF 17.8 55 3 5.8 -0.8
SCHF Schwab International Equity ETF 17.5 6 52 6.4 -0.2
VIGI Vanguard International Dividend Appreciation ETF 17.4 10 48 6.2 -0.3
DFAI Dimensional International Core Equity Market ETF 17.4 18 40 6.3 -0.3
FIVA Fidelity International Value Factor ETF 17.3 18 40 7.9 +1.3
DFSI Dimensional International Sustainability Core 1 ETF 17.3 24 34 5.9 -0.7
FRGN Horizon International Equity ETF 17.2 75 -17 8.7 +2.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 17.1 35 23 6.0 -0.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 16.9 18 40 6.8 +0.2
CIL VictoryShares International Volatility Wtd ETF 16.7 45 13 5.7 -0.8
FICS First Trust International Developed Capital Strength ETF 16.6 70 -12 6.9 +0.3
QINT American Century Quality Diversified International ETF 16.6 39 19 7.0 +0.4
PATN Pacer Nasdaq International Patent Leaders ETF 16.5 65 -7 4.9 -1.6
FLGB Franklin FTSE United Kingdom ETF 16.2 9 49 6.9 +0.4
CWI SPDR MSCI ACWI ex-US ETF 16.2 30 28 6.9 +0.3
JHID John Hancock International High Dividend ETF 16.1 46 12 8.3 +1.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 16.0 39 19 7.3 +0.8
NUDM Nuveen ESG International Developed Markets Equity ETF 15.9 31 27 5.9 -0.7
DTH WisdomTree International High Dividend Fund 15.7 58 0 7.6 +1.1
ACWX iShares MSCI ACWI ex U.S. ETF 15.6 34 24 6.8 +0.2
AVDE Avantis International Equity ETF 15.5 23 35 6.5 -0.0
AVIV Avantis International Large Cap Value ETF 15.4 25 33 7.3 +0.7
RFDI First Trust Riverfront Dynamic Developed International ETF 15.4 83 -25 8.1 +1.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 15.3 32 26 5.4 -1.2
EWU iShares MSCI United Kingdom ETF 15.2 50 8 7.3 +0.7
CGXU Capital Group International Focus Equity ETF 15.1 54 4 4.3 -2.2
EWQ iShares MSCI France ETF 15.0 53 5 6.8 +0.2
AVSD Avantis Responsible International Equity ETF 14.8 23 35 6.3 -0.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 14.5 58 0 7.7 +1.2
GCOW Pacer Global Cash Cows Dividend ETF 14.5 60 -2 9.2 +2.6
ITOL Tema International Durable Quality ETF 14.4 60 -2 5.3 -1.3
VEU Vanguard FTSE All-World ex-US Index Fund 14.3 4 54 7.2 +0.6
IQDF FlexShares International Quality Dividend Index Fund 14.3 47 11 8.1 +1.6
INEQ Columbia International Equity Income ETF 14.2 45 13 7.9 +1.4
IXUS iShares Core MSCI Total International Stock ETF 14.1 7 51 7.0 +0.5
VXUS Vanguard Total International Stock ETF 13.8 5 53 7.1 +0.5
DIM WisdomTree International MidCap Dividend Fund 13.8 58 0 6.5 -0.0
TPIF Timothy Plan International ETF 13.7 62 -4 5.8 -0.8
VSGX Vanguard ESG International Stock ETF 13.7 10 48 7.1 +0.6
DFIC Dimensional International Core Equity 2 ETF 13.6 23 35 6.5 -0.0
EFAD ProShares MSCI EAFE Dividend Growers ETF 13.4 50 8 5.9 -0.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 13.2 45 13 7.3 +0.7
WRND IQ Global Equity R&D Leaders ETF 13.2 18 40 4.3 -2.2
LVHI Franklin International Low Volatility High Dividend Index ET 13.2 40 18 7.7 +1.1
EWL iShares MSCI Switzerland ETF 12.9 50 8 5.6 -0.9
VWID Virtus WMC International Dividend ETF 12.6 49 9 7.6 +1.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 12.5 22 36 5.7 -0.9
IMTM iShares MSCI Intl Momentum Factor ETF 12.4 30 28 5.0 -1.5
DXIV Dimensional International Vector Equity ETF 12.3 34 24 6.9 +0.3
DTAN Sparkline International Intangible Value ETF 12.2 55 3 7.6 +1.0
EUFN iShares MSCI Europe Financials ETF 12.2 51 7 7.8 +1.3
JIG JPMorgan International Growth ETF 12.1 55 3 3.9 -2.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 12.0 39 19 6.4 -0.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 12.0 47 11 8.0 +1.5
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 11.9 65 -7 4.3 -2.2
FDEV Fidelity International Multifactor ETF 11.6 18 40 7.3 +0.7
FIDI Fidelity International High Dividend ETF 11.5 18 40 7.4 +0.8
PPIE Putnam PanAgora ESG International Equity ETF 11.5 49 9 6.8 +0.2
EFV iShares MSCI EAFE Value ETF 11.5 34 24 8.0 +1.4
JPIN J.P. Morgan Diversified Return International Equity ETF 11.5 37 21 7.3 +0.8
CGDG Capital Group Dividend Growers ETF 11.2 47 11 5.3 -1.3
FEUZ First Trust Eurozone AlphaDEX ETF 11.0 80 -22 7.1 +0.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 11.0 24 34 7.1 +0.6
IVLU iShares MSCI Intl Value Factor ETF 10.9 30 28 8.6 +2.0
FNDF Schwab Fundamental International Large Co. Index ETF 10.8 25 33 8.0 +1.5
HART IQ Healthy Hearts ETF 10.7 45 13 5.7 -0.9
FEP First Trust Europe AlphaDEX Fund 10.5 80 -22 7.3 +0.7
IDMO Invesco S&P International Developed Momentum ETF 10.4 25 33 5.5 -1.1
IXJ iShares Global Healthcare ETF 10.4 42 16 6.2 -0.4
VYMI Vanguard International High Dividend Yield ETF 10.3 17 41 8.4 +1.9
EXI iShares Global Industrials ETF 10.2 42 16 3.7 -2.9
FLGR Franklin FTSE Germany ETF 10.1 9 49 6.8 +0.2
DAX Global X DAX Germany ETF 9.8 21 37 6.4 -0.1
AQLT iShares MSCI Global Quality Factor ETF 9.7 18 40 0.0 -6.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 9.6 80 -22 3.8 -2.7
DIVS SmartETFs Dividend Builder ETF 9.5 65 -7 4.6 -2.0
WWJD Inspire International ETF 9.4 80 -22 6.6 0.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 9.4 29 29 7.3 +0.7
FKU First Trust United Kingdom AlphaDEX Fund 9.1 80 -22 7.5 +0.9
HRTS Tema Heart & Health ETF 9.0 75 -17 2.9 -3.7
ICOW Pacer Developed Markets International Cash Cows 100 ETF 8.9 65 -7 8.1 +1.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 8.8 30 28 6.8 +0.2
EWG iShares MSCI Germany ETF 8.7 50 8 6.2 -0.4
CGGO Capital Group Global Growth Equity ETF 8.7 47 11 4.6 -2.0
IPKW Invesco International BuyBack Achievers ETF 8.5 55 3 8.4 +1.8
QWLD SPDR MSCI World StrategicFactors ETF 8.4 30 28 5.3 -1.3
DGT State Street SPDR Global Dow ETF 8.3 50 8 6.1 -0.5
AGNG Global X Aging Population ETF 8.3 50 8 4.2 -2.4
DWMF WisdomTree International Multifactor Fund 8.3 38 20 6.8 +0.2
UIVM VictoryShares International Value Momentum ETF 8.2 35 23 8.7 +2.1
KXI iShares Global Consumer Staples ETF 8.2 41 17 5.1 -1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 8.0 42 16 4.5 -2.1
RXI iShares Global Consumer Discretionary ETF 7.9 41 17 8.1 +1.6
XT iShares Exponential Technologies ETF 7.9 46 12 4.4 -2.2
JGLO JPMorgan Global Select Equity ETF 7.9 33 25 4.5 -2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 7.7 9 49 4.7 -1.9
IOO iShares Global 100 ETF 7.6 41 17 4.2 -2.4
EWP iShares MSCI Spain ETF 7.6 50 8 6.4 -0.1
MOTI VanEck Morningstar International Moat ETF 7.6 58 0 9.5 +3.0
IEUS iShares MSCI Europe Small-Cap ETF 7.5 42 16 7.2 +0.6
DFIV Dimensional International Value ETF 7.4 27 31 8.2 +1.6
CANC Tema Oncology ETF 7.3 75 -17 -2.5 -9.1
RCGE RockCreek Global Equality ETF 7.3 95 -37 6.4 -0.2
TOK iShares MSCI Kokusai ETF 7.1 26 32 4.6 -2.0
DFIS Dimensional International Small Cap ETF 6.9 39 19 6.5 -0.1
FEOE First Eagle Overseas Equity ETF 6.9 79 -21 6.4 -0.2
BLES Inspire Global Hope ETF 6.8 61 -3 6.1 -0.5
SAGP Strategas Global Policy Opportunities ETF 6.7 65 -7 4.8 -1.8
URTH iShares MSCI World ETF 6.7 24 34 4.7 -1.9
JDOC JPMorgan Healthcare Leaders ETF 6.5 65 -7 3.5 -3.0
EWN iShares MSCI Netherlands ETF 6.5 50 8 5.0 -1.5
KLMT Invesco MSCI Global Climate 500 ETF 6.4 10 48 5.4 -1.2
GEW Cambria Global EW ETF 6.2 29 29 5.6 -0.9
FINE Themes European Luxury ETF 6.2 35 23 3.7 -2.9
FGM First Trust Germany AlphaDEX Fund 6.2 80 -22 5.3 -1.3
FNDC Schwab Fundamental International Small Co. Index ETF 6.2 39 19 7.2 +0.6
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 6.1 60 -2 3.3 -3.2
DEW WisdomTree Global High Dividend Fund 6.0 58 0 7.5 +0.9
ACWI iShares MSCI ACWI ETF 5.9 32 26 5.0 -1.5
AGQI First Trust Active Global Quality Income ETF 5.8 85 -27 6.7 +0.1
KOCG FIS Knights of Columbus Global Belief ETF 5.8 75 -17 4.3 -2.2
IDOG ALPS International Sector Dividend Dogs ETF 5.8 50 8 9.7 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.8 25 33 5.7 -0.8
RGEF Rockefeller Global Equity ETF 5.8 55 3 4.2 -2.4
BMED Future Health ETF 5.6 85 -27 1.2 -5.3
MOTG VanEck Morningstar Global Wide Moat ETF 5.6 52 6 7.8 +1.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 5.5 49 9 6.3 -0.3
SCHY Schwab International Dividend Equity ETF 5.5 14 44 8.5 +1.9
SCZ iShares MSCI EAFE Small-Cap ETF 5.4 40 18 6.5 -0.1
VT Vanguard Total World Stock ETF 5.4 6 52 5.4 -1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.4 12 46 4.8 -1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.4 20 38 5.1 -1.5
AIVI WisdomTree International AI Enhanced Value Fund 5.2 58 0 6.6 +0.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.2 9 49 5.3 -1.3
FSZ First Trust Switzerland AlphaDEX Fund 5.2 80 -22 5.2 -1.4
IDLV Invesco S&P International Developed Low Volatility ETF 5.2 25 33 6.3 -0.3
GLOF iShares Global Equity Factor ETF 5.1 20 38 6.0 -0.5
SDG iShares MSCI Global Sustainable Development Goals ETF 5.0 49 9 4.8 -1.8
DSTX Distillate International Fundamental Stability & Value ETF 5.0 55 3 6.8 +0.2
CZAR Themes Natural Monopoly ETF 5.0 35 23 5.4 -1.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 5.0 80 -22 5.6 -1.0
BINV Brandes International ETF 4.9 70 -12 8.9 +2.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.8 65 -7 8.1 +1.5
FEGE First Eagle Global Equity ETF 4.7 79 -21 6.2 -0.4
AVDS Avantis International Small Cap Equity ETF 4.7 30 28 6.3 -0.2
ISCF iShares International SmallCap Equity Factor ETF 4.7 23 35 7.6 +1.0
VIDI Vident International Equity Strategy ETF 4.7 61 -3 9.0 +2.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.6 47 11 5.0 -1.6
PAWZ ProShares Pet Care ETF 4.5 50 8 3.8 -2.8
SCHC Schwab International Small-Cap Equity ETF 4.4 11 47 6.9 +0.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.2 45 13 -0.9 -7.5
GINN Goldman Sachs Innovate Equity ETF 4.2 52 6 4.0 -2.5
IVAL Alpha Architect International Quantitative Value ETF 4.0 49 9 7.9 +1.4
GVAL Cambria Global Value ETF 4.0 68 -10 9.6 +3.1
JSTC Adasina Social Justice All Cap Global ETF 3.9 89 -31 4.8 -1.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 3.9 8 50 6.6 +0.0
IMOM Alpha Architect International Quantitative Momentum ETF 3.9 49 9 4.5 -2.1
IXP iShares Global Comm Services ETF 3.8 42 16 5.6 -1.0
WLDR Affinity World Leaders Equity ETF 3.8 67 -9 6.7 +0.1
WDNA WisdomTree BioRevolution Fund 3.8 45 13 -2.4 -9.0
EWD iShares MSCI Sweden ETF 3.6 54 4 5.2 -1.4
IXG iShares Global Financials ETF 3.6 42 16 6.8 +0.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.6 45 13 2.8 -3.8
OCEN IQ Clean Oceans ETF 3.6 45 13 4.5 -2.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 3.5 80 -22 7.2 +0.6
ICPY Tweedy, Browne International Insider Value ETF 3.5 80 -22 22.7 +16.1
AKRE Akre Focus ETF 3.5 106 -48 4.3 -2.3
KNO AXS Knowledge Leaders ETF 3.4 78 -20 4.6 -1.9
NETZ TCW Transform Systems ETF 3.4 75 -17 1.4 -5.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.4 58 0 3.8 -2.8
DLS WisdomTree International SmallCap Dividend Fund 3.3 58 0 7.7 +1.2
IDV iShares International Select Dividend ETF 3.3 51 7 9.4 +2.9
IXN iShares Global Tech ETF 3.3 41 17 3.4 -3.2
ACWV iShares MSCI Global Min Vol Factor ETF 3.2 20 38 5.7 -0.9
AVDV Avantis International Small Cap Value ETF 3.2 36 22 8.2 +1.6
EDEN iShares MSCI Denmark ETF 3.1 53 5 6.9 +0.3
MOTO SmartETFs Smart Transportation & Technology ETF 3.1 68 -10 6.2 -0.4
GDFN Tema International Defense Innov ETF 3.1 75 -17 2.5 -4.1
CRTC Xtrackers US National Critical Technologies ETF 3.1 35 23 4.3 -2.3
NATO Themes Transatlantic Defense ETF 3.1 35 23 1.7 -4.9
DWX SPDR S&P International Dividend ETF 3.0 45 13 6.9 +0.3
COPY Tweedy, Browne Insider + Value ETF 2.9 80 -22 16.1 +9.5
FID First Trust S&P International Dividend Aristocrats ETF 2.9 60 -2 8.2 +1.6
EWUS iShares MSCI United Kingdom Small Cap ETF 2.8 59 -1 7.6 +1.1
CLNR IQ Cleaner Transport ETF 2.8 45 13 3.9 -2.7
PCGG Polen Capital Global Growth ETF 2.8 85 -27 3.9 -2.7
FDD First Trust Stoxx European Select Dividend Index Fund 2.8 58 0 10.7 +4.2
ANEW ProShares MSCI Transformational Changes ETF 2.7 45 13 4.6 -2.0
IXC iShares Global Energy ETF 2.7 44 14 7.3 +0.7
AGIX KraneShares Artificial Intelligence and Technology ETF 2.7 99 -41 1.6 -5.0
GDOC Goldman Sachs Future Health Care Equity ETF 2.7 75 -17 1.0 -5.6
MEDX Horizon Kinetics Medical ETF 2.7 85 -27 1.5 -5.0
OZEM Roundhill GLP-1 & Weight Loss ETF 2.7 59 -1 5.2 -1.4
THNR Amplify Weight Loss Drug & Treatment ETF 2.7 59 -1 5.7 -0.9
ABLG Abacus FCF International Leaders ETF 2.7 59 -1 6.6 -0.0
ROBO ROBO Global Robotics & Automation Index ETF 2.6 95 -37 2.8 -3.7
BWEB Bitwise Web3 ETF 2.6 85 -27 -0.0 -6.6
WDIV SPDR S&P Global Dividend ETF 2.6 40 18 9.5 +2.9
GLBL Pacer MSCI World Industry Advantage ETF 2.6 65 -7 3.8 -2.8
SHPP Pacer Industrials and Logistics ETF 2.6 60 -2 7.4 +0.8
DISV Dimensional International Small Cap Value ETF 2.6 42 16 8.6 +2.1
DFE WisdomTree Europe SmallCap Dividend Fund 2.5 58 0 7.9 +1.3
WSML iShares MSCI World Small-Cap ETF 2.5 15 43 5.8 -0.8
IBAT iShares Energy Storage & Materials ETF 2.4 47 11 2.1 -4.5
SUPL ProShares Supply Chain Logistics ETF 2.4 58 0 8.2 +1.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.3 70 -12 4.3 -2.2
GNOM Global X Genomics & Biotechnology ETF 2.3 50 8 -3.0 -9.5
ISHP First Trust Nasdaq Retail ETF 2.3 60 -2 5.3 -1.3
EWO iShares MSCI Austria ETF 2.3 50 8 8.9 +2.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.2 49 9 8.2 +1.6
MXI iShares Global Materials ETF 2.2 41 17 6.2 -0.4
SWP SWP Growth & Income ETF 2.2 99 -41 4.3 -2.3
MBOX Freedom Day Dividend ETF 2.1 39 19 7.2 +0.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.1 46 12 7.4 +0.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.1 61 -3 1.5 -5.1
GNR SPDR S&P Global Natural Resources ETF 2.0 40 18 8.3 +1.7
IPAV Global X Infrastructure Development ex-U.S. ETF 2.0 55 3 6.2 -0.4
CARZ First Trust NASDAQ Global Auto Index Fund 2.0 70 -12 3.2 -3.4
NXTG First Trust Indxx NextG ETF 1.9 70 -12 4.8 -1.8
IDNA iShares Genomics Immunology and Healthcare ETF 1.9 47 11 -0.3 -6.8
VCLN Virtus Duff & Phelps Clean Energy ETF 1.9 59 -1 2.7 -3.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.9 79 -21 4.1 -2.5
CLOD Themes Cloud Computing ETF 1.9 35 23 3.5 -3.1
FPAG FPA Global Equity ETF 1.8 49 9 6.3 -0.3
DTEC ALPS Disruptive Technologies ETF 1.8 50 8 3.9 -2.7
FYLD Cambria Foreign Shareholder Yield ETF 1.8 59 -1 10.7 +4.1
SHLD Global X Defense Tech ETF 1.8 50 8 2.4 -4.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.8 68 -10 2.6 -3.9
APIE ActivePassive International Equity ETF 1.8 45 13 6.7 +0.2
DRNZ REX Drone ETF 1.7 65 -7 -1.6 -8.1
LOUP Innovator Deepwater Frontier Tech ETF 1.7 70 -12 1.2 -5.4
TINY ProShares Nanotechnology ETF 1.7 58 0 1.8 -4.8
AIVC Amplify Bloomberg AI Value Chain ETF 1.7 59 -1 5.2 -1.3
SNSR Global X Internet of Things ETF 1.6 68 -10 4.3 -2.2
ARTY iShares Future AI & Tech ETF 1.6 47 11 3.5 -3.1
FDTX Fidelity Disruptive Technology ETF 1.6 50 8 2.2 -4.4
GSIB Themes Global Systemically Important Banks ETF 1.5 35 23 9.9 +3.3
POW VistaShares Electrification Supercycle ETF 1.4 75 -17 2.5 -4.0
KNCT Invesco Next Gen Connectivity ETF 1.4 40 18 4.0 -2.6
OAIM OneAscent International Equity ETF 1.4 95 -37 5.0 -1.5
FFND Future Fund Active ETF 1.4 100 -42 4.6 -2.0
JXI iShares Global Utilities ETF 1.3 43 15 4.9 -1.7
VOLT Tema Electrification ETF 1.3 75 -17 2.8 -3.8
TCAI Tortoise AI Infrastructure ETF 1.3 65 -7 1.8 -4.8
JADE JPMorgan Active Developing Markets Equity ETF 1.2 65 -7 6.7 +0.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.1 75 -17 6.1 -0.5
CCNR ALPS CoreCommodity Natural Resources ETF 1.1 39 19 8.2 +1.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.1 65 -7 1.6 -4.9
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 10 2.6 -4.0
EFAS Global X MSCI SuperDividend EAFE ETF 1.1 57 1 7.8 +1.2
TOKE Cambria Cannabis ETF 1.1 42 16 1.0 -5.6
GWX SPDR S&P International Small Cap ETF 1.0 40 18 6.1 -0.4
PSP Invesco Global Listed Private Equity ETF 1.0 106 -48 7.1 +0.5
AAUM Tema Alternative Asset Managers ETF 1.0 99 -41 5.6 -1.0
GPZ VanEck Alternative Asset Manager ETF 1.0 40 18 5.7 -0.9
CGGR Capital Group Growth ETF 1.0 39 19 2.7 -3.9
FPXI First Trust International Equity Opportunities ETF 1.0 70 -12 4.4 -2.2
HUMN Roundhill Humanoid Robotics ETF 1.0 75 -17 1.4 -5.2
JETS U.S. Global Jets ETF 0.9 60 -2 2.9 -3.7
CGUS Capital Group Core Equity ETF 0.9 33 25 3.8 -2.7
FAN First Trust Global Wind Energy ETF 0.9 60 -2 3.0 -3.6
AIQ Global X Artificial Intelligence & Technology ETF 0.9 68 -10 3.5 -3.1
QTUM Defiance Quantum ETF 0.9 40 18 5.0 -1.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.9 33 25 7.6 +1.0
EIRL iShares MSCI Ireland ETF 0.9 50 8 7.9 +1.3
PBD Invesco Global Clean Energy ETF 0.8 75 -17 0.3 -6.2
EFNL iShares MSCI Finland ETF 0.8 56 2 6.3 -0.3
TMFG Motley Fool Global Opportunities ETF 0.8 85 -27 4.0 -2.6
PRNT 3D Printing ETF 0.8 66 -8 1.5 -5.1
EWI iShares MSCI Italy ETF 0.8 50 8 11.3 +4.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.7 80 -22 9.4 +2.8
ENOR iShares MSCI Norway ETF 0.7 53 5 7.9 +1.3
NORW Global X MSCI Norway ETF 0.7 50 8 7.8 +1.2
FBOT Fidelity Disruptive Automation ETF 0.7 50 8 3.2 -3.4
IQRA IQ CBRE Real Assets ETF 0.7 65 -7 5.8 -0.8
SRVR Pacer Data & Infrastructure Real Estate ETF 0.7 55 3 3.9 -2.7
IBUY Amplify Online Retail ETF 0.6 65 -7 2.4 -4.2
BULD Pacer BlueStar Engineering the Future ETF 0.6 60 -2 0.5 -6.1
AIRL Themes Airlines ETF 0.6 35 23 1.6 -5.0
GINX SGI Enhanced Global Income ETF 0.6 98 -40 7.1 +0.5
IBOT Vaneck Robotics ETF 0.6 47 11 3.8 -2.8
NUKZ Range Nuclear Renaissance Index ETF 0.6 85 -27 1.3 -5.2
UFO Procure Space ETF 0.5 75 -17 0.1 -6.5
JEDI Defiance Drone and Modern Warfare ETF 0.5 69 -11 1.2 -5.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.5 46 12 5.0 -1.6
FDNI First Trust Dow Jones International Internet ETF 0.5 65 -7 21.9 +15.3
HAP VanEck Natural Resources ETF 0.5 50 8 6.7 +0.1
TRFK Pacer Data and Digital Revolution ETF 0.5 60 -2 2.9 -3.7
EMM Global X Emerging Markets ex-China ETF 0.5 75 -17 5.6 -1.0
EMC Global X Emerging Markets Great Consumer ETF 0.5 75 -17 7.9 +1.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.4 75 -17 2.6 -4.0
BUYZ Franklin Disruptive Commerce ETF 0.4 50 8 2.4 -4.2
EWK iShares MSCI Belgium ETF 0.4 50 8 4.2 -2.3
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -17 4.5 -2.1
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 19 8.8 +2.3
ARKX ARK Space Exploration & Innovation ETF 0.4 75 -17 0.1 -6.5
CIBR First Trust NASDAQ Cybersecurity ETF 0.4 60 -2 4.7 -1.9
VEGI iShares MSCI Agriculture Producers ETF 0.4 39 19 7.3 +0.7
GLCR GlacierShares Nasdaq Iceland ETF 0.4 95 -37 2.7 -3.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.4 35 23 3.9 -2.7
TOLL Tema Durable Quality ETF 0.4 75 -17 4.3 -2.3
GGME Invesco Next Gen Media and Gaming ETF 0.4 60 -2 5.0 -1.6
DFNL Davis Select Financial ETF 0.4 63 -5 7.9 +1.4
DINT Davis Select International ETF 0.4 55 3 6.4 -0.2
DWLD Davis Select Worldwide ETF 0.4 63 -5 7.0 +0.4
TINT ProShares Smart Materials ETF 0.4 58 0 6.3 -0.3
AWAY ETFMG Travel Tech ETF 0.4 76 -18 1.2 -5.4
AIS VistaShares Artificial Intelligence Supercycle ETF 0.4 75 -17 1.8 -4.7
DRIV Global X Autonomous & Electric Vehicles ETF 0.3 68 -10 3.9 -2.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 19 1.2 -5.4
ISRA VanEck Israel ETF 0.3 59 -1 6.1 -0.5
VICE AdvisorShares Vice ETF 0.3 99 -41 5.6 -1.0
BGDV Bahl & Gaynor Dividend ETF 0.3 45 13 4.1 -2.4
IQM Franklin Intelligent Machines ETF 0.3 50 8 1.4 -5.2
MOO VanEck Agribusiness ETF 0.3 53 5 8.5 +1.9
BETZ Roundhill Sports Betting & iGaming ETF 0.3 75 -17 3.6 -3.0
BJK VanEck Gaming ETF 0.3 65 -7 4.3 -2.3
BNGE First Trust S-Network Streaming and Gaming ETF 0.3 70 -12 2.9 -3.7
ODDS Pacer BlueStar Digital Entertainment ETF 0.3 60 -2 4.5 -2.1
COPX Global X Copper Miners ETF 0.3 65 -7 4.5 -2.1
GMET VanEck Green Metals ETF 0.3 63 -5 0.5 -6.1
COPA Themes Copper Miners ETF 0.3 35 23 3.4 -3.2
WSGE Warren Street Global Equity ETF 0.3 80 -22 3.1 -3.5
IDRV iShares Self-driving EV & Tech ETF 0.3 47 11 1.4 -5.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.3 39 19 -1.3 -7.9
PIO Invesco Global Water ETF 0.3 75 -17 4.4 -2.2
CGV Conductor Global Equity Value ETF 0.3 130 -72 7.8 +1.3
BATT Amplify Lithium & Battery Technology ETF 0.3 59 -1 2.0 -4.5
MEM Matthews Emerging Markets Equity Active ETF 0.3 79 -21 9.4 +2.9
SETM Sprott Energy Transition Materials ETF 0.3 65 -7 1.7 -4.9
ICOP iShares Copper and Metals Mining ETF 0.3 47 11 6.0 -0.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.3 56 2 10.3 +3.7
RVRB Reverb ETF 0.2 30 28 4.2 -2.4
FTRI First Trust Indxx Global Natural Resources Income ETF 0.2 70 -12 6.1 -0.5
ITEQ BlueStar Israel Technology ETF 0.2 75 -17 1.3 -5.3
PRAY FIS Christian Stock Fund 0.2 69 -11 4.2 -2.4
FDFF Fidelity Disruptive Finance ETF 0.2 50 8 5.7 -0.8
CGW Invesco S&P Global Water Index ETF 0.2 57 1 4.4 -2.1
AFK VanEck Africa Index ETF 0.2 98 -40 11.3 +4.7
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.2 40 18 6.8 +0.3
BPAY BlackRock Future Financial and Technology ETF 0.2 70 -12 5.9 -0.6
MDEV First Trust Indxx Medical Devices ETF 0.2 70 -12 5.0 -1.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 37 3.2 -3.4
FMED Fidelity Disruptive Medicine ETF 0.2 50 8 -1.2 -7.8
EFRA iShares Environmental Infrastructure and Industrials ETF 0.1 47 11 5.0 -1.6
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -2 3.6 -3.0
TBLU Tortoise Global Water ESG ETF 0.1 40 18 4.4 -2.1
IVRS iShares Future Metaverse Tech and Communications ETF 0.1 47 11 5.1 -1.5
SDIV Global X Superdividend ETF 0.1 58 0 13.7 +7.1
SLX VanEck Steel ETF 0.1 56 2 12.2 +5.6
TOGA Tremblant Global ETF 0.1 69 -11 -0.2 -6.7
BOAT SonicShares Global Shipping ETF 0.1 69 -11 22.7 +16.1
EBLU Ecofin Global Water ESG Fund 0.1 40 18 4.4 -2.2
CUT Invesco MSCI Global Timber ETF 0.1 61 -3 8.1 +1.6
WOOD iShares Global Timber & Forestry ETF 0.1 42 16 11.0 +4.4
RW Rainwater Equity ETF 0.1 125 -67 3.0 -3.6
DAK Dakota Active Equity ETF 0.1 43 15 4.0 -2.6
EVX VanEck Environmental Services ETF 0.1 55 3 4.0 -2.6
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.1 10 48 8.3 +1.8
PID Invesco International Dividend Achievers ETF 0.1 53 5 4.1 -2.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.1 20 38 4.4 -2.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.1 15 43 4.5 -2.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 8 5.6 -1.0
LCLG Logan Capital Broad Innovative Growth ETF 0.1 99 -41 3.3 -3.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -7 0.0 -6.6
EBI Longview Advantage ETF 0.0 35 23 6.4 -0.2

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

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 WisdomTree Europe Quality Dividend Growth Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.5 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 6.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.64
 
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.