WisdomTree Europe Quality Dividend Growth Fund
ALTAR
Score™		 6.8% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 16.2x P/Sales
ratio		 1.3x
P/BV
ratio		 2.6x Div.
yield		 2.8%


  • 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) $79
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 219
Wgt avg mkt cap (mns) $112,781
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 6.4 %
NESTLE SA-REG 5.0 %
LVMH MOET HENNESSY LOUIS VUI 5.0 %
NOVARTIS AG 4.9 %
DEUTSCHE TELEKOM AG 3.5 %
BP PLC 3.2 %
UNILEVER PLC 3.0 %
ASTRAZENECA PLC 2.9 %
INDITEX 2.7 %
L'OREAL 2.6 %
Total 39.1 %

TOP COUNTRY EXPOSURE
SWITZERLAND 23.2 %
BRITAIN 21.9 %
FRANCE 14.5 %
GERMANY 12.2 %
NETHERLANDS 6.1 %
SWEDEN 5.3 %
SPAIN 5.2 %
DENMARK 3.2 %
ITALY 1.7 %
FINLAND 1.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
16.8% 8.7% 8.6% 6.6% 5.2%

Market Correlations
versus... Beta R-squared
S&P500 0.81 53%
MSCI EAFE 0.95 77%
MSCI Emg. Mkts. 0.70 44%

Technical Indicators
Recent close $34.98
30d moving avg. $34.86
Annualized volatility 17.8%
Short interest (ETF) 3.7%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $5,268

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 428 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™: 6.8%


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 48.1 42 16 7.0 +0.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 47.8 58 0 7.0 +0.3
OEUR ALPS O'Shares Europe Quality Dividend ETF 43.1 48 10 5.9 -0.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 40.4 46 12 7.0 +0.2
BBEU JPMorgan BetaBuilders Europe ETF 40.0 9 49 7.2 +0.4
FLEE Franklin FTSE Europe ETF 38.9 9 49 7.3 +0.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 35.4 25 33 7.3 +0.5
IEV iShares Europe ETF 34.3 67 -9 6.9 +0.1
IDHQ Invesco S&P International Developed High Quality ETF 33.6 29 29 6.6 -0.1
IEUR iShares Core MSCI Europe ETF 33.0 11 47 7.3 +0.6
EFG iShares MSCI EAFE Growth ETF 32.7 36 22 4.3 -2.4
VGK Vanguard FTSE Europe ETF 32.5 6 52 7.4 +0.6
SPEU SPDR Portfolio Europe ETF 32.0 7 51 7.3 +0.6
IQLT iShares MSCI Intl Quality Factor ETF 30.6 30 28 6.2 -0.5
HEDJ WisdomTree Europe Hedged Equity Fund 28.4 58 0 6.8 -0.0
UMMA Wahed Dow Jones Islamic World ETF 27.8 65 -7 5.1 -1.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 27.7 14 44 6.3 -0.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 27.6 36 22 6.9 +0.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 27.3 42 16 6.7 -0.1
IQSI IQ Candriam International Equity ETF 27.3 15 43 6.7 -0.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 26.4 30 28 7.1 +0.3
DOL WisdomTree International LargeCap Dividend Fund 26.4 48 10 7.4 +0.7
HFXI IQ FTSE International Equity Currency Neutral ETF 26.4 20 38 7.2 +0.5
GSID Goldman Sachs MarketBeta International Equity ETF 26.3 20 38 7.0 +0.3
JIRE JPMorgan International Research Enhanced Equity ETF 25.9 24 34 7.2 +0.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 25.7 20 38 6.7 -0.1
IMFL Invesco International Developed Dynamic Multifactor ETF 25.1 34 24 6.0 -0.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 24.7 45 13 7.1 +0.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 24.5 20 38 6.5 -0.3
CGIE Capital Group International Equity ETF 24.5 54 4 5.0 -1.8
DIVI Franklin International Core Dividend Tilt Index ETF 24.5 9 49 8.1 +1.4
OSEA Harbor International Compounders ETF 24.2 55 3 4.6 -2.1
ESGD iShares ESG Aware MSCI EAFE ETF 24.0 20 38 6.9 +0.2
EFA iShares MSCI EAFE ETF 24.0 35 23 6.9 +0.1
DMXF iShares ESG Advanced MSCI EAFE ETF 23.5 12 46 5.5 -1.2
BKIE BNY Mellon International Equity ETF 23.5 4 54 7.1 +0.4
STXI Strive International Developed Markets ETF 23.1 29 29 7.0 +0.2
RFEU First Trust Riverfront Dynamic Europe ETF 22.9 83 -25 10.4 +3.6
DWM WisdomTree International Equity Fund 22.2 48 10 7.5 +0.7
FENI Fidelity Enhanced International ETF 22.0 28 30 6.7 -0.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 21.9 40 18 7.6 +0.8
NUDM Nuveen ESG International Developed Markets Equity ETF 21.9 31 27 6.3 -0.4
IEFA iShares Core MSCI EAFE ETF 21.8 7 51 7.2 +0.4
FLSW Franklin FTSE Switzerland ETF 21.6 9 49 6.3 -0.4
EZU iShares MSCI Eurozone ETF 21.5 52 6 6.6 -0.1
FLGB Franklin FTSE United Kingdom ETF 21.4 9 49 7.9 +1.2
JHMD John Hancock Multifactor Developed International ETF 21.4 39 19 7.7 +0.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 21.3 25 33 7.2 +0.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 21.2 32 26 5.9 -0.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 21.1 12 46 6.2 -0.6
DIHP Dimensional International High Profitability ETF 21.0 29 29 7.2 +0.5
EWU iShares MSCI United Kingdom ETF 20.9 50 8 8.6 +1.8
VIGI Vanguard International Dividend Appreciation ETF 20.8 10 48 6.2 -0.6
EUDV ProShares MSCI Europe Dividend Growers ETF 20.6 55 3 5.9 -0.9
TTAI FCF International Quality ETF 20.0 59 -1 7.0 +0.2
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 19.7 9 49 9.2 +2.5
BKCI BNY Mellon Concentrated International ETF 19.6 80 -22 5.0 -1.8
IDEV iShares Core MSCI International Developed Markets ETF 19.6 4 54 7.2 +0.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 19.5 35 23 6.8 +0.0
FIVA Fidelity International Value Factor ETF 19.4 18 40 10.2 +3.4
FDEV Fidelity International Multifactor ETF 19.4 18 40 7.5 +0.7
FICS First Trust International Developed Capital Strength ETF 19.0 70 -12 6.3 -0.5
IGRO iShares International Dividend Growth ETF 19.0 15 43 7.2 +0.5
PATN Pacer Nasdaq International Patent Leaders ETF 19.0 65 -7 6.3 -0.4
FEZ SPDR EURO STOXX 50 ETF 18.9 29 29 7.1 +0.3
INTF iShares International Equity Factor ETF 18.5 15 43 7.9 +1.1
VEA Vanguard FTSE Developed Markets ETF 18.3 3 55 7.3 +0.6
RFDI First Trust Riverfront Dynamic Developed International ETF 18.2 83 -25 9.7 +3.0
SPDW SPDR Portfolio Developed World ex-US ETF 18.0 3 55 7.2 +0.5
DIVS SmartETFs Dividend Builder ETF 17.8 65 -7 5.0 -1.8
DFAI Dimensional International Core Equity Market ETF 17.6 18 40 7.3 +0.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 17.4 41 17 7.7 +1.0
SCHF Schwab International Equity ETF 17.4 6 52 7.4 +0.6
DFSI Dimensional International Sustainability Core 1 ETF 16.9 24 34 6.4 -0.3
CIL VictoryShares International Volatility Wtd ETF 16.7 45 13 6.6 -0.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 16.7 18 40 7.8 +1.1
LVHI Franklin International Low Volatility High Dividend Index ET 16.6 40 18 10.9 +4.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 16.4 39 19 6.8 +0.0
EFAV iShares MSCI EAFE Min Vol Factor ETF 15.7 22 36 5.8 -1.0
IQDF FlexShares International Quality Dividend Index Fund 15.5 47 11 9.3 +2.5
ACWX iShares MSCI ACWI ex U.S. ETF 15.3 34 24 7.9 +1.1
CWI SPDR MSCI ACWI ex-US ETF 15.3 30 28 7.8 +1.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 15.1 39 19 8.2 +1.4
QINT American Century Quality Diversified International ETF 14.9 39 19 7.4 +0.6
JIG JPMorgan International Growth ETF 14.8 55 3 4.7 -2.0
EFAD ProShares MSCI EAFE Dividend Growers ETF 14.7 50 8 5.8 -0.9
AVSD Avantis Responsible International Equity ETF 14.4 23 35 5.7 -1.1
VSGX Vanguard ESG International Stock ETF 14.3 10 48 7.9 +1.2
KXI iShares Global Consumer Staples ETF 14.3 41 17 5.6 -1.2
VEU Vanguard FTSE All-World ex-US Index Fund 14.2 4 54 8.2 +1.5
CGDG Capital Group Dividend Growers ETF 14.1 47 11 6.2 -0.5
IXUS iShares Core MSCI Total International Stock ETF 13.9 7 51 8.0 +1.3
DTAN Sparkline International Intangible Value ETF 13.6 55 3 8.2 +1.4
VXUS Vanguard Total International Stock ETF 13.5 5 53 8.0 +1.3
EWL iShares MSCI Switzerland ETF 13.5 50 8 6.1 -0.7
CGXU Capital Group International Focus Equity ETF 13.5 54 4 5.8 -1.0
AVDE Avantis International Equity ETF 13.4 23 35 7.6 +0.9
JHID John Hancock International High Dividend ETF 13.3 46 12 9.9 +3.1
DWMF WisdomTree International Multifactor Fund 13.1 38 20 7.0 +0.2
AVIV Avantis International Large Cap Value ETF 13.1 25 33 9.0 +2.2
EWQ iShares MSCI France ETF 13.1 53 5 7.1 +0.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 13.0 24 34 7.6 +0.8
DIM WisdomTree International MidCap Dividend Fund 13.0 58 0 7.6 +0.8
DFIC Dimensional International Core Equity 2 ETF 12.9 23 35 7.6 +0.8
IMTM iShares MSCI Intl Momentum Factor ETF 12.9 30 28 5.4 -1.4
GCOW Pacer Global Cash Cows Dividend ETF 12.4 60 -2 11.0 +4.2
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 12.1 65 -7 3.6 -3.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 12.1 45 13 8.9 +2.2
PPIE Putnam PanAgora ESG International Equity ETF 12.1 49 9 7.4 +0.7
JPIN J.P. Morgan Diversified Return International Equity ETF 11.9 37 21 8.6 +1.8
TPIF Timothy Plan International ETF 11.8 62 -4 6.2 -0.5
DXIV Dimensional International Vector Equity ETF 11.5 34 24 8.0 +1.2
DAX Global X DAX Germany ETF 11.3 21 37 6.3 -0.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 11.2 47 11 8.5 +1.7
CGGO Capital Group Global Growth Equity ETF 10.9 47 11 4.7 -2.1
HART IQ Healthy Hearts ETF 10.9 45 13 6.7 -0.1
FNDF Schwab Fundamental International Large Co. Index ETF 10.8 25 33 9.6 +2.8
ESGG FlexShares STOXX Global ESG Select Index Fund 10.8 42 16 5.5 -1.3
SCHY Schwab International Dividend Equity ETF 10.8 14 44 9.7 +2.9
EWG iShares MSCI Germany ETF 10.7 50 8 6.0 -0.8
IXJ iShares Global Healthcare ETF 10.4 42 16 7.2 +0.5
EFV iShares MSCI EAFE Value ETF 10.3 34 24 9.4 +2.6
EXI iShares Global Industrials ETF 10.3 42 16 4.5 -2.2
WRND IQ Global Equity R&D Leaders ETF 10.2 18 40 8.4 +1.7
FIDI Fidelity International High Dividend ETF 10.2 18 40 9.0 +2.3
LUX Tema Luxury ETF 10.2 75 -17 4.3 -2.5
VYMI Vanguard International High Dividend Yield ETF 10.0 17 41 9.9 +3.1
FLGR Franklin FTSE Germany ETF 9.9 9 49 6.6 -0.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 9.6 29 29 8.0 +1.2
FGM First Trust Germany AlphaDEX Fund 9.4 80 -22 6.1 -0.7
IDMO Invesco S&P International Developed Momentum ETF 9.3 25 33 5.4 -1.4
VWID Virtus WMC International Dividend ETF 9.2 49 9 8.9 +2.1
ICOW Pacer Developed Markets International Cash Cows 100 ETF 8.8 65 -7 11.6 +4.9
FSZ First Trust Switzerland AlphaDEX Fund 8.8 80 -22 5.1 -1.6
IEUS iShares MSCI Europe Small-Cap ETF 8.7 42 16 7.2 +0.4
IPKW Invesco International BuyBack Achievers ETF 8.6 55 3 13.6 +6.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 8.6 30 28 8.1 +1.3
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 8.5 75 -17 1.2 -5.5
DFIS Dimensional International Small Cap ETF 8.4 39 19 7.4 +0.6
JGLO JPMorgan Global Select Equity ETF 8.4 33 25 4.9 -1.8
DTH WisdomTree International High Dividend Fund 8.4 58 0 8.9 +2.1
WWJD Inspire International ETF 8.2 80 -22 7.3 +0.5
DSTX Distillate International Fundamental Stability & Value ETF 8.1 55 3 8.2 +1.5
QWLD SPDR MSCI World StrategicFactors ETF 7.8 30 28 6.1 -0.7
RXI iShares Global Consumer Discretionary ETF 7.6 41 17 9.2 +2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 7.6 9 49 5.3 -1.5
IOO iShares Global 100 ETF 7.4 41 17 5.0 -1.8
IVLU iShares MSCI Intl Value Factor ETF 7.4 30 28 10.7 +4.0
PCGG Polen Capital Global Growth ETF 7.3 85 -27 3.7 -3.1
IDLV Invesco S&P International Developed Low Volatility ETF 7.3 25 33 6.5 -0.2
CANC Tema Oncology ETF 7.3 75 -17 -2.7 -9.5
RCGE RockCreek Global Equality ETF 7.3 95 -37 6.3 -0.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 7.2 58 0 8.9 +2.2
SAGP Strategas Global Policy Opportunities ETF 7.2 65 -7 5.2 -1.5
FEOE First Eagle Overseas Equity ETF 7.2 79 -21 8.3 +1.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 7.1 80 -22 4.8 -1.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 7.0 80 -22 5.6 -1.2
SDG iShares MSCI Global Sustainable Development Goals ETF 7.0 49 9 6.3 -0.5
IDOG ALPS International Sector Dividend Dogs ETF 6.8 50 8 12.3 +5.5
TOK iShares MSCI Kokusai ETF 6.5 26 32 5.2 -1.6
MOTG VanEck Morningstar Global Wide Moat ETF 6.4 52 6 6.7 -0.1
FEP First Trust Europe AlphaDEX Fund 6.4 80 -22 9.2 +2.4
KLMT Invesco MSCI Global Climate 500 ETF 6.4 10 48 5.9 -0.9
FKU First Trust United Kingdom AlphaDEX Fund 6.4 80 -22 7.3 +0.6
DWX SPDR S&P International Dividend ETF 6.3 45 13 6.2 -0.5
DGT SPDR Global Dow ETF 6.2 50 8 7.3 +0.5
URTH iShares MSCI World ETF 6.1 24 34 5.3 -1.5
BLES Inspire Global Hope ETF 6.1 61 -3 6.8 +0.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 6.0 47 11 5.8 -1.0
SCZ iShares MSCI EAFE Small-Cap ETF 6.0 40 18 7.0 +0.2
KNO AXS Knowledge Leaders ETF 6.0 78 -20 6.0 -0.7
FNDC Schwab Fundamental International Small Co. Index ETF 5.9 39 19 5.9 -0.9
MOTI VanEck Morningstar International Moat ETF 5.8 58 0 11.1 +4.3
KOCG FIS Knights of Columbus Global Belief ETF 5.8 75 -17 5.0 -1.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 5.7 49 9 7.0 +0.2
ISCF iShares International SmallCap Equity Factor ETF 5.6 23 35 8.4 +1.6
AIVI WisdomTree International AI Enhanced Value Fund 5.6 58 0 7.4 +0.7
AGNG Global X Aging Population ETF 5.6 50 8 4.9 -1.9
FINE Themes European Luxury ETF 5.5 35 23 3.3 -3.4
ACWI iShares MSCI ACWI ETF 5.5 32 26 5.7 -1.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.5 20 38 5.8 -1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.4 12 46 5.3 -1.5
GDOC Goldman Sachs Future Health Care Equity ETF 5.4 75 -17 2.8 -3.9
FEUZ First Trust Eurozone AlphaDEX ETF 5.3 80 -22 9.0 +2.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.3 25 33 6.0 -0.8
SCHC Schwab International Small-Cap Equity ETF 5.2 11 47 6.8 +0.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 5.2 70 -12 4.7 -2.1
FEGE First Eagle Global Equity ETF 5.2 79 -21 7.0 +0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.2 9 49 5.9 -0.9
FDTX Fidelity Disruptive Technology ETF 5.1 50 8 2.6 -4.2
VT Vanguard Total World Stock ETF 5.0 6 52 6.0 -0.7
PAWZ ProShares Pet Care ETF 5.0 50 8 3.7 -3.1
IDNA iShares Genomics Immunology and Healthcare ETF 5.0 47 11 -2.2 -9.0
UIVM VictoryShares International Value Momentum ETF 4.9 35 23 9.0 +2.2
EWN iShares MSCI Netherlands ETF 4.8 50 8 5.4 -1.3
DFIV Dimensional International Value ETF 4.7 27 31 10.1 +3.3
AVDS Avantis International Small Cap Equity ETF 4.6 30 28 7.6 +0.8
EWP iShares MSCI Spain ETF 4.5 50 8 7.3 +0.5
SHPP Pacer Industrials and Logistics ETF 4.4 60 -2 8.5 +1.7
BINV Brandes International ETF 4.4 70 -12 9.6 +2.9
GLOF iShares Global Equity Factor ETF 4.4 20 38 6.7 -0.0
DISV Dimensional International Small Cap Value ETF 4.1 42 16 9.5 +2.7
CZAR Themes Natural Monopoly ETF 4.1 35 23 5.4 -1.3
RODE Hartford Multifactor Diversified International ETF 4.1 29 29 12.7 +5.9
IMOM Alpha Architect International Quantitative Momentum ETF 4.1 49 9 3.2 -3.5
EWD iShares MSCI Sweden ETF 4.0 54 4 5.6 -1.2
GINN Goldman Sachs Innovate Equity ETF 4.0 52 6 3.7 -3.1
RAYD Rayliant Quantitative Developed Market Equity ETF 3.9 80 -22 4.4 -2.3
XT iShares Exponential Technologies ETF 3.9 46 12 4.8 -2.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 3.9 8 50 6.8 +0.1
IXN iShares Global Tech ETF 3.9 41 17 3.9 -2.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.8 60 -2 3.6 -3.2
IXP iShares Global Comm Services ETF 3.8 42 16 5.7 -1.1
JSTC Adasina Social Justice All Cap Global ETF 3.7 89 -31 4.8 -2.0
BMED Future Health ETF 3.7 85 -27 0.5 -6.3
CRTC Xtrackers US National Critical Technologies ETF 3.6 35 23 4.8 -1.9
DLS WisdomTree International SmallCap Dividend Fund 3.6 58 0 8.4 +1.6
GNR SPDR S&P Global Natural Resources ETF 3.6 40 18 11.4 +4.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.6 45 13 4.5 -2.3
INEQ Columbia International Equity Income ETF 3.5 45 13 8.4 +1.6
FDT First Trust Developed Markets ex-US AlphaDEX Fund 3.5 80 -22 10.0 +3.2
OCEN IQ Clean Oceans ETF 3.5 45 13 6.3 -0.5
COPY Tweedy, Browne Insider + Value ETF 3.5 80 -22 11.7 +5.0
AVDV Avantis International Small Cap Value ETF 3.4 36 22 10.1 +3.3
IVAL Alpha Architect International Quantitative Value ETF 3.4 49 9 10.7 +3.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.4 65 -7 7.4 +0.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.4 46 12 10.3 +3.6
GLBL Pacer MSCI World Industry Advantage ETF 3.3 65 -7 4.3 -2.5
GSFP Goldman Sachs Future Planet Equity ETF 3.3 75 -17 4.6 -2.2
EDEN iShares MSCI Denmark ETF 3.2 53 5 6.6 -0.1
FILL iShares MSCI Global Energy Producers ETF 3.2 39 19 11.8 +5.1
AGQI First Trust Active Global Quality Income ETF 3.2 85 -27 5.3 -1.5
NETZ TCW Transform Systems ETF 3.1 75 -17 2.5 -4.2
IXC iShares Global Energy ETF 3.1 44 14 10.3 +3.6
CLNR IQ Cleaner Transport ETF 3.1 45 13 6.6 -0.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.0 56 2 2.5 -4.2
ANEW ProShares MSCI Transformational Changes ETF 3.0 45 13 6.1 -0.7
ACWV iShares MSCI Global Min Vol Factor ETF 3.0 20 38 6.0 -0.8
CLOD Themes Cloud Computing ETF 3.0 35 23 3.0 -3.8
DFE WisdomTree Europe SmallCap Dividend Fund 2.9 58 0 8.0 +1.3
ROBO ROBO Global Robotics & Automation Index ETF 2.8 95 -37 3.6 -3.2
TEMP JPMorgan Climate Change Solutions ETF 2.7 49 9 5.7 -1.0
EUFN iShares MSCI Europe Financials ETF 2.7 51 7 8.3 +1.5
SHLD Global X Defense Tech ETF 2.7 50 8 3.4 -3.3
NATO Themes Transatlantic Defense ETF 2.7 35 23 2.4 -4.4
MXI iShares Global Materials ETF 2.7 41 17 7.9 +1.1
RGEF Rockefeller Global Equity ETF 2.7 55 3 4.9 -1.8
BWEB Bitwise Web3 ETF 2.6 85 -27 0.0 -6.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.5 61 -3 1.4 -5.3
ISHP First Trust Nasdaq Retail ETF 2.4 60 -2 5.2 -1.5
SUPL ProShares Supply Chain Logistics ETF 2.4 58 0 11.4 +4.6
OGIG ALPS O'Shares Global Internet Giants ETF 2.3 48 10 1.6 -5.2
WLDR Affinity World Leaders Equity ETF 2.3 67 -9 7.7 +1.0
WDNA WisdomTree BioRevolution Fund 2.2 45 13 -1.3 -8.0
VIDI Vident International Equity Strategy ETF 2.2 61 -3 11.4 +4.6
EWUS iShares MSCI United Kingdom Small Cap ETF 2.1 59 -1 7.4 +0.6
GNOM Global X Genomics & Biotechnology ETF 2.0 50 8 -3.6 -10.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.0 68 -10 2.3 -4.5
DTEC ALPS Disruptive Technologies ETF 2.0 50 8 3.8 -3.0
IDV iShares International Select Dividend ETF 1.9 51 7 11.1 +4.3
CGGR Capital Group Growth ETF 1.9 39 19 3.3 -3.5
ABLG Abacus FCF International Leaders ETF 1.9 59 -1 6.3 -0.4
CARZ First Trust NASDAQ Global Auto Index Fund 1.9 70 -12 5.2 -1.6
IVES Wedbush ETFMG Global Cloud Technology ETF 1.9 68 -10 15.6 +8.8
LOUP Innovator Deepwater Frontier Tech ETF 1.9 70 -12 1.1 -5.6
TINY ProShares Nanotechnology ETF 1.9 58 0 4.2 -2.6
AIVC Amplify Bloomberg AI Value Chain ETF 1.9 59 -1 5.9 -0.8
FID First Trust S&P International Dividend Aristocrats ETF 1.8 60 -2 8.2 +1.4
AADR AdvisorShares Dorsey Wright ADR ETF 1.7 110 -52 5.0 -1.7
GINX SGI Enhanced Global Income ETF 1.7 98 -40 6.9 +0.2
GSIB Themes Global Systemically Important Banks ETF 1.7 35 23 9.7 +2.9
HAP VanEck Natural Resources ETF 1.7 50 8 9.6 +2.9
FPAG FPA Global Equity ETF 1.6 49 9 5.8 -1.0
PICK iShares MSCI Global Metals & Mining Producers ETF 1.6 39 19 13.7 +6.9
VCLN Virtus Duff & Phelps Clean Energy ETF 1.6 59 -1 5.5 -1.3
KNCT Invesco Next Gen Connectivity ETF 1.6 40 18 4.9 -1.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.5 58 0 4.8 -2.0
DEW WisdomTree Global High Dividend Fund 1.5 58 0 8.7 +1.9
IBAT iShares Energy Storage & Materials ETF 1.5 47 11 5.3 -1.4
SNSR Global X Internet of Things ETF 1.5 68 -10 4.4 -2.3
WDIV SPDR S&P Global Dividend ETF 1.4 40 18 9.6 +2.8
EFNL iShares MSCI Finland ETF 1.4 56 2 7.1 +0.4
VOLT Tema Electrification ETF 1.4 75 -17 2.8 -3.9
CCNR ALPS CoreCommodity Natural Resources ETF 1.4 39 19 11.4 +4.7
CGUS Capital Group Core Equity ETF 1.4 33 25 4.4 -2.4
EFAS Global X MSCI SuperDividend EAFE ETF 1.4 57 1 8.5 +1.7
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.4 79 -21 5.1 -1.6
TOKE Cambria Cannabis ETF 1.4 42 16 1.8 -5.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.4 65 -7 -1.3 -8.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.3 65 -7 2.2 -4.6
NORW Global X MSCI Norway ETF 1.3 50 8 9.9 +3.2
GVAL Cambria Global Value ETF 1.3 68 -10 11.1 +4.3
FPXI First Trust International Equity Opportunities ETF 1.2 70 -12 3.5 -3.3
COPX Global X Copper Miners ETF 1.2 65 -7 8.1 +1.3
GMET VanEck Green Metals ETF 1.2 63 -5 9.4 +2.6
COPA Themes Copper Miners ETF 1.2 35 23 6.4 -0.4
TMFG Motley Fool Global Opportunities ETF 1.2 85 -27 3.9 -2.9
AZTD Aztlan Global Stock Selection DM SMID ETF 1.2 75 -17 7.7 +0.9
NXTG First Trust Indxx NextG ETF 1.2 70 -12 5.3 -1.5
FFND Future Fund Active ETF 1.2 100 -42 4.4 -2.4
IPAV Global X Infrastructure Development ex-U.S. ETF 1.1 55 3 7.6 +0.8
ENOR iShares MSCI Norway ETF 1.1 53 5 10.0 +3.2
CGDV Capital Group Dividend Value ETF 1.0 33 25 4.5 -2.2
IXG iShares Global Financials ETF 1.0 42 16 6.8 +0.0
ICOP iShares Copper and Metals Mining ETF 1.0 47 11 8.9 +2.1
ION ProShares S&P Global Core Battery Metals ETF 1.0 58 0 11.4 +4.6
EV Mast Global Battery Recycling & Production ETF 1.0 65 -7 10.6 +3.9
CGW Invesco S&P Global Water Index ETF 1.0 57 1 4.6 -2.1
FYLD Cambria Foreign Shareholder Yield ETF 1.0 59 -1 11.9 +5.1
GWX SPDR S&P International Small Cap ETF 0.9 40 18 6.3 -0.5
IVEG iShares Emergent Food and AgTech Multisector ETF 0.9 47 11 8.9 +2.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 2 11.0 +4.2
OAIM OneAscent International Equity ETF 0.9 95 -37 5.6 -1.1
EWK iShares MSCI Belgium ETF 0.9 50 8 4.6 -2.2
FDD First Trust Stoxx European Select Dividend Index Fund 0.9 58 0 11.7 +4.9
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.9 75 -17 7.8 +1.1
URAN Themes Uranium & Nuclear ETF 0.9 35 23 1.8 -4.9
FBOT Fidelity Disruptive Automation ETF 0.9 50 8 3.7 -3.1
RSHO Tema American Reshoring ETF 0.8 75 -17 4.8 -2.0
MOTO SmartETFs Smart Transportation & Technology ETF 0.8 68 -10 7.3 +0.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.8 85 -27 4.0 -2.7
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 19 8.5 +1.8
EWI iShares MSCI Italy ETF 0.8 50 8 10.2 +3.4
AIQ Global X Artificial Intelligence & Technology ETF 0.8 68 -10 3.8 -3.0
ARKX ARK Space Exploration & Innovation ETF 0.8 75 -17 -0.2 -7.0
CIBR First Trust NASDAQ Cybersecurity ETF 0.8 60 -2 3.7 -3.0
JETS U.S. Global Jets ETF 0.8 60 -2 2.8 -4.0
PIO Invesco Global Water ETF 0.8 75 -17 4.7 -2.1
UFO Procure Space ETF 0.7 75 -17 -1.7 -8.5
BETZ Roundhill Sports Betting & iGaming ETF 0.7 75 -17 2.0 -4.8
BJK VanEck Gaming ETF 0.7 65 -7 4.1 -2.7
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.7 46 12 5.7 -1.1
FDNI First Trust Dow Jones International Internet ETF 0.7 65 -7 18.4 +11.6
TINT ProShares Smart Materials ETF 0.6 58 0 7.3 +0.6
MOO VanEck Agribusiness ETF 0.6 53 5 10.3 +3.5
QTUM Defiance Quantum ETF 0.6 40 18 5.4 -1.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -22 11.2 +4.5
GGME Invesco Next Gen Media and Gaming ETF 0.6 60 -2 4.3 -2.5
BOTT Themes Robotics & Automation ETF 0.6 35 23 4.7 -2.0
IBUY Amplify Online Retail ETF 0.5 65 -7 1.2 -5.5
PBD Invesco Global Clean Energy ETF 0.5 75 -17 0.6 -6.2
JXI iShares Global Utilities ETF 0.5 43 15 6.0 -0.8
AWAY ETFMG Travel Tech ETF 0.5 76 -18 0.0 -6.8
BGRO iShares Large Cap Growth Active ETF 0.5 55 3 3.1 -3.6
GLCR GlacierShares Nasdaq Iceland ETF 0.5 95 -37 4.5 -2.3
EBLU Ecofin Global Water ESG Fund 0.5 40 18 4.3 -2.5
BULD Pacer BlueStar Engineering the Future ETF 0.5 60 -2 1.4 -5.4
FDRR Fidelity Dividend ETF for Rising Rates 0.4 15 43 7.3 +0.5
GII SPDR S&P Global Infrastructure ETF 0.4 40 18 4.8 -2.0
IGF iShares Global Infrastructure ETF 0.4 41 17 4.8 -2.0
DMAT Global X Disruptive Materials ETF 0.4 59 -1 9.3 +2.6
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.4 85 -27 9.9 +3.1
BNGE First Trust S-Network Streaming and Gaming ETF 0.4 70 -12 2.8 -4.0
ODDS Pacer BlueStar Digital Entertainment ETF 0.4 60 -2 2.1 -4.7
MDEV First Trust Indxx Medical Devices ETF 0.4 70 -12 4.4 -2.4
BLLD JPMorgan Sustainable Infrastructure ETF 0.4 49 9 6.1 -0.7
TOLL Tema Monopolies and Oligopolies ETF 0.4 75 -17 3.9 -2.9
IQRA IQ CBRE Real Assets ETF 0.4 65 -7 5.8 -0.9
PTEC Global X PropTech ETF 0.4 50 8 1.8 -5.0
GK AdvisorShares Gerber Kawasaki ETF 0.4 75 -17 2.5 -4.3
HGRO Hedgeye Quality Growth ETF 0.4 70 -12 3.3 -3.5
LOGO Alpha Brands Consumption Leaders ETF 0.4 69 -11 6.2 -0.5
IBOT Vaneck Robotics ETF 0.4 47 11 4.1 -2.7
EWO iShares MSCI Austria ETF 0.4 50 8 11.2 +4.5
RW Rainwater Equity ETF 0.4 125 -67 2.7 -4.1
APIE ActivePassive International Equity ETF 0.4 45 13 7.5 +0.8
PSP Invesco Global Listed Private Equity ETF 0.4 106 -48 6.0 -0.7
CUT Invesco MSCI Global Timber ETF 0.3 61 -3 10.1 +3.4
WOOD iShares Global Timber & Forestry ETF 0.3 42 16 12.1 +5.4
BUYZ Franklin Disruptive Commerce ETF 0.3 50 8 2.3 -4.5
DFNL Davis Select Financial ETF 0.3 63 -5 7.5 +0.8
DINT Davis Select International ETF 0.3 55 3 8.0 +1.3
DWLD Davis Select Worldwide ETF 0.3 63 -5 7.4 +0.7
RVRB Reverb ETF 0.3 30 28 4.7 -2.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.3 39 19 -1.1 -7.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 19 -0.9 -7.6
CZA Invesco Zacks Mid-Cap ETF 0.3 72 -14 6.5 -0.3
PID Invesco International Dividend Achievers ETF 0.3 53 5 5.6 -1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 38 4.8 -2.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.3 15 43 4.6 -2.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 8 5.4 -1.4
LCLG Logan Capital Broad Innovative Growth ETF 0.3 99 -41 4.2 -2.5
PRNT 3D Printing ETF 0.2 66 -8 1.3 -5.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 25 10.2 +3.4
BATT Amplify Lithium & Battery Technology ETF 0.2 59 -1 3.8 -3.0
SETM Sprott Energy Transition Materials ETF 0.2 65 -7 3.6 -3.2
EMM Global X Emerging Markets ex-China ETF 0.2 75 -17 6.0 -0.7
EMC Global X Emerging Markets Great Consumer ETF 0.2 75 -17 8.9 +2.1
SILJ ETFMG Prime Junior Silver Miners ETF 0.2 69 -11 3.1 -3.7
SYNB Putnam BioRevolution ETF 0.2 70 -12 3.0 -3.7
WAR U.S. Global Tech and Aerospace & Defense ETF 0.2 60 -2 3.4 -3.3
IWTR iShares MSCI Water Management Multisector ETF 0.2 47 11 5.6 -1.1
TOGA Tremblant Global ETF 0.2 69 -11 1.5 -5.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 37 3.8 -2.9
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.2 10 48 8.2 +1.5
HELX Franklin Genomic Advancements ETF 0.1 50 8 -0.3 -7.0
FMED Fidelity Disruptive Medicine ETF 0.1 50 8 -1.1 -7.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.1 68 -10 2.4 -4.4
ERTH Invesco MSCI Sustainable Future ETF 0.1 62 -4 3.6 -3.2
FAN First Trust Global Wind Energy ETF 0.1 60 -2 4.5 -2.2
FINX Global X FinTech ETF 0.1 68 -10 2.2 -4.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.1 75 -17 3.0 -3.7
HYDR Global X Hydrogen ETF 0.1 50 8 -5.1 -11.9
IQM Franklin Intelligent Machines ETF 0.1 50 8 2.1 -4.6
ISRA VanEck Israel ETF 0.1 59 -1 6.9 +0.2
ITEQ BlueStar Israel Technology ETF 0.1 75 -17 1.8 -5.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.1 61 -3 -2.3 -9.0
TRFK Pacer Data and Digital Revolution ETF 0.1 60 -2 3.2 -3.6
BPAY BlackRock Future Financial and Technology ETF 0.1 70 -12 6.4 -0.3
BCOR Grayscale Bitcoin Adopters ETF 0.1 59 -1 2.5 -4.3
EFRA iShares Environmental Infrastructure and Industrials ETF 0.1 47 11 5.2 -1.5
BOAT SonicShares Global Shipping ETF 0.1 69 -11 31.2 +24.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 23 9.8 +3.0
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -2 4.2 -2.6
VFVA Vanguard U.S. Value Factor ETF 0.1 13 45 11.2 +4.4
INQQ India Internet & Ecommerce ETF 0.1 86 -28 1.2 -5.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 11 9.3 +2.5
IDRV iShares Self-driving EV & Tech ETF 0.1 47 11 1.6 -5.2
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 18 7.1 +0.4
EIRL iShares MSCI Ireland ETF 0.1 50 8 8.7 +2.0
FDHT Fidelity Digital Health ETF 0.1 39 19 0.9 -5.9
HERO Global X Video Games & Esports ETF 0.1 50 8 3.9 -2.8
NERD Roundhill Video Games ETF 0.1 50 8 3.2 -3.6
SMOG VanEck Low Carbon Energy ETF 0.1 61 -3 1.6 -5.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 38 6.0 -0.8
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 69 -11 2.4 -4.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 19 6.1 -0.7
EBI Longview Advantage ETF 0.0 35 23 6.7 -0.0

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

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RESULTS & ESTIMATES

  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:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 18.0 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 6.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.65 CATEGORY
AVERAGE		 1.62
 
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.