WisdomTree Europe Quality Dividend Growth Fund
ALTAR
Score™		 6.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.6x P/Sales
ratio		 1.3x
P/BV
ratio		 2.7x 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) $84
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 230
Wgt avg mkt cap (mns) $120,591
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 6.3 %
NOVARTIS AG 5.5 %
NESTLE SA-REG 4.7 %
LVMH MOET HENNESSY LOUIS VUI 4.3 %
DEUTSCHE TELEKOM AG 3.5 %
BP PLC 3.4 %
UNILEVER PLC 3.3 %
L'OREAL 3.2 %
ASTRAZENECA PLC 3.0 %
INDITEX 2.4 %
Total 39.6 %

TOP COUNTRY EXPOSURE
SWITZERLAND 24.1 %
BRITAIN 23.2 %
FRANCE 14.4 %
GERMANY 11.2 %
SPAIN 5.6 %
SWEDEN 5.3 %
NETHERLANDS 5.0 %
DENMARK 2.3 %
ITALY 1.8 %
FINLAND 1.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
22.1% 17.6% 6.8% 7.0% 5.4%

Market Correlations
versus... Beta R-squared
S&P500 0.53 42%
MSCI EAFE 0.89 84%
MSCI Emg. Mkts. 0.64 49%

Technical Indicators
Recent close $36.68
30d moving avg. $35.71
Annualized volatility 15.5%
Short interest (ETF) 0.0%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 17
Turnover 0.7%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $5,268

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 432 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 45.9 42 16 6.9 +0.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 45.5 58 0 6.8 +0.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 39.8 46 12 6.5 -0.1
BBEU JPMorgan BetaBuilders Europe ETF 39.4 9 49 7.0 +0.3
FLEE Franklin FTSE Europe ETF 38.5 9 49 7.0 +0.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 35.2 25 33 7.1 +0.5
IDHQ Invesco S&P International Developed High Quality ETF 33.8 29 29 6.3 -0.3
IEV iShares Europe ETF 33.1 67 -9 6.6 -0.1
EFG iShares MSCI EAFE Growth ETF 31.9 36 22 4.1 -2.5
IEUR iShares Core MSCI Europe ETF 31.7 11 47 7.1 +0.4
OEFA ALPS O’Shares International Developed Quality Dividend ETF 31.5 48 10 5.3 -1.3
VGK Vanguard FTSE Europe ETF 31.2 6 52 7.2 +0.6
SPEU SPDR Portfolio Europe ETF 30.8 7 51 7.1 +0.5
IQLT iShares MSCI Intl Quality Factor ETF 30.8 30 28 6.1 -0.6
HEDJ WisdomTree Europe Hedged Equity Fund 28.1 58 0 6.4 -0.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 28.0 14 44 5.9 -0.8
IQSI IQ Candriam International Equity ETF 28.0 15 43 6.2 -0.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 27.3 36 22 6.3 -0.3
UMMA Wahed Dow Jones Islamic World ETF 26.4 65 -7 4.7 -1.9
DOL WisdomTree International LargeCap Dividend Fund 26.3 48 10 6.8 +0.1
HFXI IQ FTSE International Equity Currency Neutral ETF 26.2 20 38 6.6 -0.1
GSID Goldman Sachs MarketBeta International Equity ETF 25.9 20 38 6.5 -0.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 25.9 30 28 6.7 +0.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 24.8 20 38 6.1 -0.6
DIVI Franklin International Core Dividend Tilt Index ETF 24.6 9 49 7.5 +0.9
JIRE JPMorgan International Research Enhanced Equity ETF 24.6 24 34 6.8 +0.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 23.9 42 16 6.5 -0.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 23.6 45 13 6.8 +0.1
OSEA Harbor International Compounders ETF 23.6 55 3 4.8 -1.8
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 23.3 20 38 6.1 -0.6
BKIE BNY Mellon International Equity ETF 23.2 4 54 6.6 -0.0
CGIE Capital Group International Equity ETF 23.2 54 4 4.9 -1.8
RFEU First Trust Riverfront Dynamic Europe ETF 23.0 83 -25 10.0 +3.3
ESGD iShares ESG Aware MSCI EAFE ETF 22.9 20 38 6.3 -0.4
EFA iShares MSCI EAFE ETF 22.9 35 23 6.4 -0.3
FLGB Franklin FTSE United Kingdom ETF 22.7 9 49 7.3 +0.6
FLSW Franklin FTSE Switzerland ETF 22.4 9 49 6.1 -0.5
NUDM Nuveen ESG International Developed Markets Equity ETF 22.4 31 27 5.9 -0.8
DWM WisdomTree International Equity Fund 22.4 48 10 6.9 +0.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 22.3 40 18 7.0 +0.4
FENI Fidelity Enhanced International ETF 22.2 28 30 6.2 -0.5
STXI Strive International Developed Markets ETF 21.9 29 29 6.3 -0.3
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 21.7 32 26 5.9 -0.7
EWU iShares MSCI United Kingdom ETF 21.6 50 8 7.8 +1.2
JHMD John Hancock Multifactor Developed International ETF 21.4 39 19 7.1 +0.5
EZU iShares MSCI Eurozone ETF 21.3 52 6 6.4 -0.2
DIHP Dimensional International High Profitability ETF 21.2 29 29 6.6 -0.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 21.2 25 33 6.9 +0.2
IEFA iShares Core MSCI EAFE ETF 20.6 7 51 6.7 +0.0
FICS First Trust International Developed Capital Strength ETF 20.4 70 -12 7.3 +0.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 20.3 12 46 5.7 -0.9
VIGI Vanguard International Dividend Appreciation ETF 20.0 10 48 6.3 -0.4
EUDV ProShares MSCI Europe Dividend Growers ETF 20.0 55 3 6.1 -0.5
TTAI FCF International Quality ETF 19.8 59 -1 7.4 +0.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 19.7 9 49 8.9 +2.3
IMFL Invesco International Developed Dynamic Multifactor ETF 19.6 34 24 5.8 -0.9
FDEV Fidelity International Multifactor ETF 19.5 18 40 7.4 +0.7
FIVA Fidelity International Value Factor ETF 19.4 18 40 9.1 +2.5
BKCI BNY Mellon Concentrated International ETF 18.9 80 -22 5.1 -1.6
PATN Pacer Nasdaq International Patent Leaders ETF 18.9 65 -7 5.3 -1.3
DMXF iShares ESG Advanced MSCI EAFE ETF 18.8 12 46 5.4 -1.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 18.7 35 23 6.2 -0.4
FEZ SPDR EURO STOXX 50 ETF 18.6 29 29 6.4 -0.3
IDEV iShares Core MSCI International Developed Markets ETF 18.3 4 54 6.7 +0.0
INTF iShares International Equity Factor ETF 18.0 15 43 7.3 +0.6
IGRO iShares International Dividend Growth ETF 18.0 15 43 6.9 +0.3
RFDI First Trust Riverfront Dynamic Developed International ETF 17.7 83 -25 8.9 +2.3
CIL VictoryShares International Volatility Wtd ETF 17.4 45 13 6.4 -0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 17.3 39 19 6.4 -0.2
DIVS SmartETFs Dividend Builder ETF 17.2 65 -7 5.0 -1.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 17.2 41 17 7.1 +0.5
VEA Vanguard FTSE Developed Markets ETF 17.0 3 55 6.8 +0.1
SPDW SPDR Portfolio Developed World ex-US ETF 16.8 3 55 6.6 0.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 16.5 18 40 7.3 +0.6
LVHI Franklin International Low Volatility High Dividend Index ET 16.2 40 18 10.1 +3.5
DFSI Dimensional International Sustainability Core 1 ETF 15.9 24 34 6.1 -0.5
SCHF Schwab International Equity ETF 15.9 6 52 6.8 +0.2
DFAI Dimensional International Core Equity Market ETF 15.8 18 40 6.7 +0.1
IQDF FlexShares International Quality Dividend Index Fund 15.5 47 11 8.4 +1.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 15.1 39 19 7.5 +0.9
KXI iShares Global Consumer Staples ETF 15.1 41 17 5.7 -0.9
QINT American Century Quality Diversified International ETF 15.0 39 19 6.8 +0.2
AVSD Avantis Responsible International Equity ETF 14.8 23 35 5.1 -1.5
JIG JPMorgan International Growth ETF 14.4 55 3 4.7 -2.0
CWI SPDR MSCI ACWI ex-US ETF 14.4 30 28 7.3 +0.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 14.3 50 8 5.8 -0.8
EFAV iShares MSCI EAFE Min Vol Factor ETF 14.3 22 36 5.9 -0.8
EWL iShares MSCI Switzerland ETF 14.2 50 8 6.0 -0.6
ACWX iShares MSCI ACWI ex U.S. ETF 14.1 34 24 7.3 +0.6
DIM WisdomTree International MidCap Dividend Fund 13.9 58 0 7.2 +0.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 13.8 24 34 7.1 +0.4
JHID John Hancock International High Dividend ETF 13.7 46 12 9.2 +2.5
AVDE Avantis International Equity ETF 13.7 23 35 7.0 +0.4
DWMF WisdomTree International Multifactor Fund 13.6 38 20 7.1 +0.4
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 13.4 65 -7 4.6 -2.1
DTAN Sparkline International Intangible Value ETF 13.3 55 3 8.1 +1.5
AVIV Avantis International Large Cap Value ETF 13.2 25 33 8.3 +1.6
VSGX Vanguard ESG International Stock ETF 13.1 10 48 7.5 +0.8
ITOL Tema International Durable Quality ETF 13.0 60 -2 5.7 -1.0
VEU Vanguard FTSE All-World ex-US Index Fund 13.0 4 54 7.6 +1.0
CGDG Capital Group Dividend Growers ETF 12.9 47 11 6.0 -0.7
EWQ iShares MSCI France ETF 12.8 53 5 6.8 +0.1
IXUS iShares Core MSCI Total International Stock ETF 12.7 7 51 7.5 +0.8
JPIN J.P. Morgan Diversified Return International Equity ETF 12.6 37 21 7.8 +1.1
VXUS Vanguard Total International Stock ETF 12.5 5 53 7.6 +0.9
TPIF Timothy Plan International ETF 12.4 62 -4 6.0 -0.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 11.7 45 13 8.3 +1.7
GCOW Pacer Global Cash Cows Dividend ETF 11.6 60 -2 10.4 +3.7
DFIC Dimensional International Core Equity 2 ETF 11.4 23 35 7.1 +0.4
CGXU Capital Group International Focus Equity ETF 11.4 54 4 5.3 -1.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 11.2 47 11 7.7 +1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 10.9 42 16 5.2 -1.4
PPIE Putnam PanAgora ESG International Equity ETF 10.9 49 9 7.1 +0.5
HART IQ Healthy Hearts ETF 10.8 45 13 6.1 -0.6
EFV iShares MSCI EAFE Value ETF 10.3 34 24 8.5 +1.9
EXI iShares Global Industrials ETF 10.3 42 16 4.4 -2.3
FNDF Schwab Fundamental International Large Co. Index ETF 10.2 25 33 8.9 +2.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 10.1 29 29 7.4 +0.8
DXIV Dimensional International Vector Equity ETF 10.0 34 24 7.4 +0.8
FIDI Fidelity International High Dividend ETF 9.9 18 40 8.0 +1.4
SCHY Schwab International Dividend Equity ETF 9.9 14 44 9.6 +3.0
WRND IQ Global Equity R&D Leaders ETF 9.8 18 40 7.5 +0.8
EWG iShares MSCI Germany ETF 9.7 50 8 6.6 -0.1
IXJ iShares Global Healthcare ETF 9.5 42 16 6.7 +0.0
VWID Virtus WMC International Dividend ETF 9.5 49 9 8.0 +1.3
CGGO Capital Group Global Growth Equity ETF 9.4 47 11 4.4 -2.3
VYMI Vanguard International High Dividend Yield ETF 9.2 17 41 9.0 +2.4
DAX Global X DAX Germany ETF 9.0 21 37 7.0 +0.4
IEUS iShares MSCI Europe Small-Cap ETF 8.8 42 16 7.3 +0.6
FLGR Franklin FTSE Germany ETF 8.8 9 49 7.2 +0.6
WWJD Inspire International ETF 8.7 80 -22 7.1 +0.5
DFIS Dimensional International Small Cap ETF 8.7 39 19 7.0 +0.3
CZAR Themes Natural Monopoly ETF 8.6 35 23 5.5 -1.1
DTH WisdomTree International High Dividend Fund 8.5 58 0 8.0 +1.3
FEOE First Eagle Overseas Equity ETF 8.4 79 -21 6.8 +0.2
MOTI VanEck Morningstar International Moat ETF 8.4 58 0 10.5 +3.9
RXI iShares Global Consumer Discretionary ETF 8.3 41 17 8.3 +1.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 7.9 58 0 8.4 +1.7
AGQI First Trust Active Global Quality Income ETF 7.8 85 -27 5.2 -1.5
QWLD SPDR MSCI World StrategicFactors ETF 7.8 30 28 5.7 -0.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 7.6 80 -22 5.9 -0.8
RCGE RockCreek Global Equality ETF 7.5 95 -37 6.6 -0.0
KOKU Xtrackers MSCI Kokusai Equity ETF 7.5 9 49 5.1 -1.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 7.4 80 -22 4.2 -2.5
JDOC JPMorgan Healthcare Leaders ETF 7.4 65 -7 3.8 -2.8
MOTG VanEck Morningstar Global Wide Moat ETF 7.4 52 6 8.8 +2.2
HRTS Tema Heart & Health ETF 7.3 75 -17 2.2 -4.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 7.3 30 28 7.4 +0.8
ICOW Pacer Developed Markets International Cash Cows 100 ETF 7.0 65 -7 10.6 +4.0
IVLU iShares MSCI Intl Value Factor ETF 7.0 30 28 9.6 +3.0
PCGG Polen Capital Global Growth ETF 6.9 85 -27 4.2 -2.5
JGLO JPMorgan Global Select Equity ETF 6.9 33 25 5.0 -1.7
DGT State Street SPDR Global Dow ETF 6.9 50 8 6.6 -0.1
IOO iShares Global 100 ETF 6.9 41 17 4.6 -2.1
IMTM iShares MSCI Intl Momentum Factor ETF 6.8 30 28 5.2 -1.5
SAGP Strategas Global Policy Opportunities ETF 6.7 65 -7 5.5 -1.2
JIVE JPMorgan International Value ETF 6.6 55 3 10.7 +4.0
CANC Tema Oncology ETF 6.6 75 -17 -2.4 -9.0
BLES Inspire Global Hope ETF 6.4 61 -3 6.8 +0.1
FINE Themes European Luxury ETF 6.4 35 23 6.6 -0.0
DSTX Distillate International Fundamental Stability & Value ETF 6.3 55 3 7.6 +0.9
FNDC Schwab Fundamental International Small Co. Index ETF 6.3 39 19 5.7 -1.0
FEGE First Eagle Global Equity ETF 6.2 79 -21 6.5 -0.2
FEP First Trust Europe AlphaDEX Fund 6.1 80 -22 7.9 +1.2
KLMT Invesco MSCI Global Climate 500 ETF 6.1 10 48 5.6 -1.1
AIVI WisdomTree International AI Enhanced Value Fund 6.0 58 0 6.7 +0.1
IDLV Invesco S&P International Developed Low Volatility ETF 5.9 25 33 6.5 -0.1
TOK iShares MSCI Kokusai ETF 5.9 26 32 4.9 -1.8
FEUZ First Trust Eurozone AlphaDEX ETF 5.9 80 -22 7.5 +0.8
IDOG ALPS International Sector Dividend Dogs ETF 5.8 50 8 11.4 +4.8
SCZ iShares MSCI EAFE Small-Cap ETF 5.8 40 18 6.8 +0.2
ISCF iShares International SmallCap Equity Factor ETF 5.8 23 35 8.1 +1.4
KNO AXS Knowledge Leaders ETF 5.8 78 -20 5.6 -1.0
KOCG FIS Knights of Columbus Global Belief ETF 5.7 75 -17 4.9 -1.7
XT iShares Exponential Technologies ETF 5.7 46 12 4.5 -2.2
FGM First Trust Germany AlphaDEX Fund 5.6 80 -22 6.8 +0.2
FKU First Trust United Kingdom AlphaDEX Fund 5.6 80 -22 7.6 +1.0
URTH iShares MSCI World ETF 5.6 24 34 4.9 -1.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 5.4 49 9 6.8 +0.1
IDMO Invesco S&P International Developed Momentum ETF 5.3 25 33 5.7 -0.9
GEW Cambria Global EW ETF 5.3 29 29 5.9 -0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 33 6.0 -0.7
SCHC Schwab International Small-Cap Equity ETF 5.2 11 47 7.3 +0.7
IDNA iShares Genomics Immunology and Healthcare ETF 5.2 47 11 -2.6 -9.2
FDTX Fidelity Disruptive Technology ETF 5.2 50 8 2.6 -4.0
UIVM VictoryShares International Value Momentum ETF 5.1 35 23 8.4 +1.8
EWN iShares MSCI Netherlands ETF 5.0 50 8 5.3 -1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.0 12 46 4.9 -1.8
ACWI iShares MSCI ACWI ETF 5.0 32 26 5.3 -1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.9 20 38 5.3 -1.3
AGNG Global X Aging Population ETF 4.8 50 8 4.5 -2.1
GDOC Goldman Sachs Future Health Care Equity ETF 4.7 75 -17 2.6 -4.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.7 9 49 5.5 -1.2
AVDS Avantis International Small Cap Equity ETF 4.7 30 28 6.6 -0.0
EWP iShares MSCI Spain ETF 4.7 50 8 6.7 +0.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.7 47 11 5.8 -0.9
VT Vanguard Total World Stock ETF 4.6 6 52 5.7 -1.0
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.5 60 -2 4.0 -2.6
SDG iShares MSCI Global Sustainable Development Goals ETF 4.5 49 9 5.1 -1.5
IVAL Alpha Architect International Quantitative Value ETF 4.4 49 9 10.0 +3.3
PAWZ ProShares Pet Care ETF 4.3 50 8 3.8 -2.8
GINN Goldman Sachs Innovate Equity ETF 4.3 52 6 3.6 -3.0
DFIV Dimensional International Value ETF 4.2 27 31 8.9 +2.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 4.1 8 50 7.1 +0.4
EWD iShares MSCI Sweden ETF 4.1 54 4 5.2 -1.5
DISV Dimensional International Small Cap Value ETF 4.0 42 16 8.9 +2.2
RODE Hartford Multifactor Diversified International ETF 4.0 29 29 10.3 +3.7
FSZ First Trust Switzerland AlphaDEX Fund 4.0 80 -22 6.4 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 4.0 80 -22 4.5 -2.2
GLOF iShares Global Equity Factor ETF 3.9 20 38 6.6 -0.0
OCEN IQ Clean Oceans ETF 3.9 45 13 5.3 -1.3
DLS WisdomTree International SmallCap Dividend Fund 3.8 58 0 7.9 +1.3
INEQ Columbia International Equity Income ETF 3.7 45 13 7.6 +0.9
GSFP Goldman Sachs Future Planet Equity ETF 3.6 75 -17 4.4 -2.3
BMED Future Health ETF 3.6 85 -27 0.2 -6.4
IPKW Invesco International BuyBack Achievers ETF 3.6 55 3 8.8 +2.1
AVDV Avantis International Small Cap Value ETF 3.6 36 22 8.6 +2.0
IXN iShares Global Tech ETF 3.5 41 17 3.5 -3.2
CLNR IQ Cleaner Transport ETF 3.5 45 13 5.2 -1.5
GDFN Tema International Defense Innov ETF 3.5 75 -17 3.3 -3.4
ICPY Tweedy, Browne International Insider Value ETF 3.5 80 -22 11.4 +4.7
GNR SPDR S&P Global Natural Resources ETF 3.4 40 18 10.3 +3.6
IXP iShares Global Comm Services ETF 3.4 42 16 5.6 -1.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.4 46 12 9.5 +2.9
IXC iShares Global Energy ETF 3.4 44 14 9.9 +3.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.3 56 2 2.9 -3.8
SHLD Global X Defense Tech ETF 3.2 50 8 3.3 -3.3
NATO Themes Transatlantic Defense ETF 3.2 35 23 2.3 -4.4
BINV Brandes International ETF 3.2 70 -12 9.3 +2.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.2 58 0 4.4 -2.3
ROBO ROBO Global Robotics & Automation Index ETF 3.2 95 -37 3.0 -3.6
AKRE Akre Focus ETF 3.2 106 -48 4.0 -2.7
CRTC Xtrackers US National Critical Technologies ETF 3.2 35 23 4.7 -1.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.1 65 -7 7.9 +1.3
DFE WisdomTree Europe SmallCap Dividend Fund 3.1 58 0 8.0 +1.4
GLBL Pacer MSCI World Industry Advantage ETF 3.1 65 -7 4.1 -2.6
COPY Tweedy, Browne Insider + Value ETF 3.1 80 -22 11.6 +5.0
JSTC Adasina Social Justice All Cap Global ETF 3.0 89 -31 4.8 -1.9
EUFN iShares MSCI Europe Financials ETF 2.9 51 7 7.8 +1.1
ACWV iShares MSCI Global Min Vol Factor ETF 2.9 20 38 5.7 -1.0
TEMP JPMorgan Climate Change Solutions ETF 2.8 49 9 5.8 -0.9
SHPP Pacer Industrials and Logistics ETF 2.8 60 -2 8.3 +1.7
CLOD Themes Cloud Computing ETF 2.8 35 23 3.4 -3.3
DWX SPDR S&P International Dividend ETF 2.8 45 13 7.2 +0.5
ANEW ProShares MSCI Transformational Changes ETF 2.8 45 13 5.3 -1.4
WLDR Affinity World Leaders Equity ETF 2.7 67 -9 7.1 +0.5
BWEB Bitwise Web3 ETF 2.6 85 -27 -0.0 -6.7
MXI iShares Global Materials ETF 2.6 41 17 7.2 +0.6
RGEF Rockefeller Global Equity ETF 2.5 55 3 4.6 -2.1
WDNA WisdomTree BioRevolution Fund 2.5 45 13 -1.9 -8.5
EWUS iShares MSCI United Kingdom Small Cap ETF 2.5 59 -1 7.7 +1.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.3 80 -22 8.4 +1.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.3 45 13 1.7 -4.9
EFAS Global X MSCI SuperDividend EAFE ETF 2.3 57 1 8.4 +1.7
EDEN iShares MSCI Denmark ETF 2.3 53 5 6.2 -0.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.2 61 -3 2.0 -4.6
IDV iShares International Select Dividend ETF 2.2 51 7 10.3 +3.6
GNOM Global X Genomics & Biotechnology ETF 2.2 50 8 -3.2 -9.8
AIVC Amplify Bloomberg AI Value Chain ETF 2.1 59 -1 5.7 -1.0
NETZ TCW Transform Systems ETF 2.0 75 -17 2.5 -4.1
AADR AdvisorShares Dorsey Wright ADR ETF 2.0 110 -52 4.9 -1.8
GSIB Themes Global Systemically Important Banks ETF 2.0 35 23 8.9 +2.3
VCLN Virtus Duff & Phelps Clean Energy ETF 2.0 59 -1 3.9 -2.7
IVES Wedbush ETFMG Global Cloud Technology ETF 2.0 68 -10 5.9 -0.7
LOUP Innovator Deepwater Frontier Tech ETF 2.0 70 -12 1.0 -5.7
TINY ProShares Nanotechnology ETF 2.0 58 0 3.5 -3.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.0 68 -10 1.9 -4.7
DTEC ALPS Disruptive Technologies ETF 2.0 50 8 3.6 -3.0
CARZ First Trust NASDAQ Global Auto Index Fund 1.9 70 -12 4.0 -2.7
CCNR ALPS CoreCommodity Natural Resources ETF 1.7 39 19 8.3 +1.6
HAP VanEck Natural Resources ETF 1.7 50 8 8.8 +2.2
EFNL iShares MSCI Finland ETF 1.7 56 2 6.3 -0.3
POW VistaShares Electrification Supercycle ETF 1.6 75 -17 3.4 -3.2
IBAT iShares Energy Storage & Materials ETF 1.6 47 11 2.6 -4.1
FPAG FPA Global Equity ETF 1.6 49 9 5.6 -1.1
TOKE Cambria Cannabis ETF 1.6 42 16 2.2 -4.4
SNSR Global X Internet of Things ETF 1.6 68 -10 4.6 -2.0
PICK iShares MSCI Global Metals & Mining Producers ETF 1.6 39 19 10.5 +3.9
HUMN Roundhill Humanoid Robotics ETF 1.6 75 -17 1.1 -5.5
VIDI Vident International Equity Strategy ETF 1.5 61 -3 10.3 +3.7
IMOM Alpha Architect International Quantitative Momentum ETF 1.5 49 9 4.7 -2.0
DEW WisdomTree Global High Dividend Fund 1.5 58 0 8.2 +1.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.4 79 -21 5.0 -1.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.4 65 -7 -1.3 -7.9
VOLT Tema Electrification ETF 1.4 75 -17 3.6 -3.1
TCAI Tortoise AI Infrastructure ETF 1.4 65 -7 2.4 -4.3
FFND Future Fund Active ETF 1.4 100 -42 3.8 -2.9
CGGR Capital Group Growth ETF 1.4 39 19 3.4 -3.3
IPAV Global X Infrastructure Development ex-U.S. ETF 1.3 55 3 6.5 -0.1
KNCT Invesco Next Gen Connectivity ETF 1.3 40 18 4.6 -2.1
GINX SGI Enhanced Global Income ETF 1.3 98 -40 7.9 +1.3
GVAL Cambria Global Value ETF 1.3 68 -10 10.5 +3.8
COPX Global X Copper Miners ETF 1.2 65 -7 5.5 -1.1
GMET VanEck Green Metals ETF 1.2 63 -5 7.1 +0.5
COPA Themes Copper Miners ETF 1.2 35 23 4.4 -2.3
ISHP First Trust Nasdaq Retail ETF 1.2 60 -2 5.6 -1.0
TMFG Motley Fool Global Opportunities ETF 1.2 85 -27 4.0 -2.6
FDD First Trust Stoxx European Select Dividend Index Fund 1.2 58 0 11.0 +4.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.2 75 -17 7.2 +0.6
NUKZ Range Nuclear Renaissance Index ETF 1.2 85 -27 1.2 -5.5
URAN Themes Uranium & Nuclear ETF 1.2 35 23 1.3 -5.3
NORW Global X MSCI Norway ETF 1.1 50 8 10.6 +4.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.1 65 -7 1.9 -4.8
NXTG First Trust Indxx NextG ETF 1.1 70 -12 4.8 -1.8
GWX SPDR S&P International Small Cap ETF 1.1 40 18 6.5 -0.2
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 10 2.2 -4.5
ENOR iShares MSCI Norway ETF 1.1 53 5 10.5 +3.8
IXG iShares Global Financials ETF 1.1 42 16 6.5 -0.1
CGW Invesco S&P Global Water Index ETF 1.1 57 1 4.7 -1.9
FDNI First Trust Dow Jones International Internet ETF 1.0 65 -7 23.0 +16.4
ICOP iShares Copper and Metals Mining ETF 1.0 47 11 7.4 +0.7
EWK iShares MSCI Belgium ETF 1.0 50 8 4.3 -2.3
ION ProShares S&P Global Core Battery Metals ETF 1.0 58 0 7.2 +0.6
EV Mast Global Battery Recycling & Production ETF 1.0 65 -7 7.6 +1.0
FBOT Fidelity Disruptive Automation ETF 1.0 50 8 3.3 -3.3
OAIM OneAscent International Equity ETF 1.0 95 -37 5.3 -1.3
FYLD Cambria Foreign Shareholder Yield ETF 1.0 59 -1 11.1 +4.5
JEDI Defiance Drone and Modern Warfare ETF 0.9 69 -11 1.6 -5.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 2 10.6 +4.0
EWI iShares MSCI Italy ETF 0.9 50 8 10.8 +4.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.8 46 12 5.7 -1.0
SUPL ProShares Supply Chain Logistics ETF 0.8 58 0 10.2 +3.5
JETS U.S. Global Jets ETF 0.8 60 -2 2.7 -4.0
PIO Invesco Global Water ETF 0.8 75 -17 4.5 -2.2
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 19 9.1 +2.4
ARKX ARK Space Exploration & Innovation ETF 0.8 75 -17 0.2 -6.4
CIBR First Trust NASDAQ Cybersecurity ETF 0.8 60 -2 4.1 -2.5
MOTO SmartETFs Smart Transportation & Technology ETF 0.8 68 -10 6.4 -0.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.8 85 -27 3.4 -3.2
TINT ProShares Smart Materials ETF 0.8 58 0 5.8 -0.8
AZTD Aztlan Global Stock Selection DM SMID ETF 0.7 75 -17 6.4 -0.3
QTUM Defiance Quantum ETF 0.7 40 18 5.0 -1.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.7 70 -12 3.9 -2.8
AIQ Global X Artificial Intelligence & Technology ETF 0.7 68 -10 3.5 -3.1
BETZ Roundhill Sports Betting & iGaming ETF 0.7 75 -17 1.9 -4.7
BJK VanEck Gaming ETF 0.7 65 -7 4.0 -2.6
UFO Procure Space ETF 0.7 75 -17 0.2 -6.4
MOO VanEck Agribusiness ETF 0.7 53 5 10.6 +4.0
TBLU Tortoise Global Water ESG ETF 0.7 40 18 4.6 -2.0
IBUY Amplify Online Retail ETF 0.7 65 -7 1.7 -5.0
PBD Invesco Global Clean Energy ETF 0.6 75 -17 0.8 -5.9
GGME Invesco Next Gen Media and Gaming ETF 0.6 60 -2 4.9 -1.7
JXI iShares Global Utilities ETF 0.6 43 15 5.7 -1.0
EBLU Ecofin Global Water ESG Fund 0.6 40 18 4.5 -2.1
FID First Trust S&P International Dividend Aristocrats ETF 0.5 60 -2 7.7 +1.1
BGRO iShares Large Cap Growth Active ETF 0.5 55 3 2.6 -4.1
BLLD JPMorgan Sustainable Infrastructure ETF 0.5 49 9 5.9 -0.7
TOLL Tema Durable Quality ETF 0.5 75 -17 5.1 -1.6
IQRA IQ CBRE Real Assets ETF 0.5 65 -7 5.7 -0.9
AWAY ETFMG Travel Tech ETF 0.5 76 -18 -0.1 -6.8
GLCR GlacierShares Nasdaq Iceland ETF 0.5 95 -37 2.8 -3.9
GII SPDR S&P Global Infrastructure ETF 0.5 40 18 4.6 -2.0
IGF iShares Global Infrastructure ETF 0.5 41 17 4.6 -2.0
BULD Pacer BlueStar Engineering the Future ETF 0.5 60 -2 0.4 -6.3
WDIV SPDR S&P Global Dividend ETF 0.5 40 18 8.9 +2.3
DMAT Global X Disruptive Materials ETF 0.5 59 -1 6.6 0.0
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.5 85 -27 6.2 -0.5
BNGE First Trust S-Network Streaming and Gaming ETF 0.5 70 -12 2.6 -4.0
FDRR Fidelity Dividend ETF for Rising Rates 0.5 15 43 6.8 +0.1
ODDS Pacer BlueStar Digital Entertainment ETF 0.5 60 -2 3.0 -3.6
BUYZ Franklin Disruptive Commerce ETF 0.4 50 8 2.5 -4.1
DFNL Davis Select Financial ETF 0.4 63 -5 7.4 +0.7
DINT Davis Select International ETF 0.4 55 3 7.7 +1.0
DWLD Davis Select Worldwide ETF 0.4 63 -5 7.1 +0.5
APIE ActivePassive International Equity ETF 0.4 45 13 7.1 +0.4
GK AdvisorShares Gerber Kawasaki ETF 0.4 75 -17 2.6 -4.1
BGDV Bahl & Gaynor Dividend ETF 0.4 45 13 4.7 -2.0
PSP Invesco Global Listed Private Equity ETF 0.4 106 -48 6.1 -0.5
AAUM Tema Alternative Asset Managers ETF 0.4 99 -41 3.3 -3.3
GPZ VanEck Alternative Asset Manager ETF 0.4 40 18 4.6 -2.0
IBOT Vaneck Robotics ETF 0.4 47 11 3.9 -2.7
MDEV First Trust Indxx Medical Devices ETF 0.4 70 -12 4.7 -2.0
EWO iShares MSCI Austria ETF 0.4 50 8 9.1 +2.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -22 10.6 +4.0
JADE JPMorgan Active Developing Markets Equity ETF 0.3 65 -7 7.7 +1.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 19 -1.3 -7.9
CUT Invesco MSCI Global Timber ETF 0.3 61 -3 10.7 +4.1
WOOD iShares Global Timber & Forestry ETF 0.3 42 16 13.0 +6.3
FPXI First Trust International Equity Opportunities ETF 0.3 70 -12 4.4 -2.3
PID Invesco International Dividend Achievers ETF 0.3 53 5 5.1 -1.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 38 4.3 -2.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.3 15 43 4.5 -2.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 8 5.4 -1.3
LCLG Logan Capital Broad Innovative Growth ETF 0.3 99 -41 3.7 -3.0
BATT Amplify Lithium & Battery Technology ETF 0.3 59 -1 1.9 -4.8
SETM Sprott Energy Transition Materials ETF 0.3 65 -7 2.0 -4.7
EMM Global X Emerging Markets ex-China ETF 0.3 75 -17 6.8 +0.1
EMC Global X Emerging Markets Great Consumer ETF 0.3 75 -17 8.6 +2.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.3 33 25 9.4 +2.7
PRNT 3D Printing ETF 0.2 66 -8 1.8 -4.8
RVRB Reverb ETF 0.2 30 28 4.5 -2.1
CGUS Capital Group Core Equity ETF 0.2 33 25 4.4 -2.3
SYNB Putnam BioRevolution ETF 0.2 70 -12 2.5 -4.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 37 3.7 -2.9
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.2 39 19 -0.8 -7.4
FAN First Trust Global Wind Energy ETF 0.2 60 -2 4.3 -2.4
SILJ ETFMG Prime Junior Silver Miners ETF 0.2 69 -11 0.6 -6.1
HYDR Global X Hydrogen ETF 0.2 50 8 -6.1 -12.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.2 61 -3 -0.6 -7.2
BCOR Grayscale Bitcoin Adopters ETF 0.2 59 -1 2.4 -4.3
WAR U.S. Global Tech and Aerospace & Defense ETF 0.2 60 -2 5.0 -1.7
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.2 10 48 6.7 +0.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.2 68 -10 6.4 -0.2
HELX Franklin Genomic Advancements ETF 0.2 50 8 -0.4 -7.0
IDRV iShares Self-driving EV & Tech ETF 0.2 47 11 3.2 -3.4
ISRA VanEck Israel ETF 0.2 59 -1 7.0 +0.3
ITEQ BlueStar Israel Technology ETF 0.2 75 -17 1.7 -5.0
RSHO Tema American Reshoring ETF 0.2 75 -17 4.6 -2.1
FMED Fidelity Disruptive Medicine ETF 0.2 50 8 -0.6 -7.3
TOGA Tremblant Global ETF 0.2 69 -11 1.7 -5.0
TRFK Pacer Data and Digital Revolution ETF 0.2 60 -2 3.0 -3.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.1 75 -17 2.9 -3.7
IQM Franklin Intelligent Machines ETF 0.1 50 8 2.0 -4.7
AKAF The Frontier Economic Fund 0.1 20 38 6.3 -0.3
FINX Global X FinTech ETF 0.1 68 -10 3.0 -3.7
BPAY BlackRock Future Financial and Technology ETF 0.1 70 -12 6.1 -0.6
ERTH Invesco MSCI Sustainable Future ETF 0.1 62 -4 3.4 -3.3
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -2 4.3 -2.3
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 18 6.7 +0.0
EFRA iShares Environmental Infrastructure and Industrials ETF 0.1 47 11 5.4 -1.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 23 7.3 +0.7
VFVA Vanguard U.S. Value Factor ETF 0.1 13 45 10.5 +3.9
HERO Global X Video Games & Esports ETF 0.1 50 8 4.5 -2.2
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 69 -11 2.0 -4.7
FDHT Fidelity Digital Health ETF 0.1 39 19 1.5 -5.2
NERD Roundhill Video Games ETF 0.1 50 8 6.6 -0.0
INQQ India Internet & Ecommerce ETF 0.1 86 -28 1.3 -5.4
EIRL iShares MSCI Ireland ETF 0.1 50 8 7.9 +1.3
SMOG VanEck Low Carbon Energy ETF 0.1 61 -3 1.5 -5.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 38 5.4 -1.2
CGDV Capital Group Dividend Value ETF 0.0 33 25 4.6 -2.1
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:

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 17.8 %
Divided by: Fwd. P/BV 2.5 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		 1.66 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.