WisdomTree Europe Hedged SmallCap Equity Fund
ALTAR
Score™		 7.1% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 15.4x P/Sales
ratio		 1.0x
P/BV
ratio		 1.6x Div.
yield		 3.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The WisdomTree Europe Hedged SmallCap Equity ETF tracks an index of dividend-paying, eurozone small-cap equities that hedges out euro/USD FX moves for US investors.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree
Website www.wisdomtree.com
Inception date Mar 04, 2015
Assets (mns) $296
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Dividend
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 88
Wgt avg mkt cap (mns) $56,318
Large cap (>$10bn) 15.8%
Mid cap ($2-10bn) 72.6%
Small cap (<$2bn) 11.7%
Developed mkts 99.1%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NOKIA OYJ 2.9 %
GLENCORE INTERNATIONAL PLC 2.7 %
ENI SPA 2.4 %
POLSKI KONCERN NAFTOWY SA 2.3 %
ARCELORMITTAL SA 2.3 %
THYSSENKRUPP AG 2.2 %
ABB LTD. 2.2 %
TOTAL SA 2.0 %
HEXAGON AB-B SHS 1.8 %
AIB GROUP PLC 1.8 %
Total 22.5 %

TOP COUNTRY EXPOSURE
BRITAIN 20.0 %
FRANCE 15.7 %
GERMANY 10.3 %
SWITZERLAND 8.9 %
ITALY 7.0 %
POLAND 6.8 %
FINLAND 5.8 %
SWEDEN 5.2 %
DENMARK 4.9 %
LUXEMBOURG 3.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.5% 12.5% 11.3% 10.8% 9.9%

Market Correlations
versus... Beta R-squared
S&P500 0.75 42%
MSCI EAFE 0.82 74%
MSCI Emg. Mkts. 0.51 47%

Technical Indicators
Recent close $58.29
30d moving avg. $54.06
Annualized volatility 12.4%
Short interest (ETF) 0.1%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $4,257

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 454 potential alternatives to the WisdomTree Europe Hedged SmallCap Equity Fund ETF based on the alternatives' overlap in portfolio holdings with EUSC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EUSC Expense: 58 bp ALTAR Score™: 7.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EUSC
Ticker Fund
Name		 Overlap1
vs EUSC
(%)		 Expense
ratio
(bp)		 Savings
vs EUSC
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EUSC
(%)
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 27.4 25 33 6.3 -0.8
DIVI Franklin International Core Dividend Tilt Index ETF 27.2 9 49 6.6 -0.5
BBEU JPMorgan BetaBuilders Europe ETF 26.8 9 49 6.2 -0.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 26.4 46 12 5.5 -1.6
FLEE Franklin FTSE Europe ETF 26.1 9 49 6.3 -0.8
IEV iShares Europe ETF 22.9 67 -9 5.9 -1.2
IDOG ALPS International Sector Dividend Dogs ETF 22.7 50 8 9.2 +2.1
DOL WisdomTree International LargeCap Dividend Fund 22.4 48 10 5.7 -1.4
VGK Vanguard FTSE Europe ETF 21.1 6 52 6.6 -0.5
IVLU iShares MSCI Intl Value Factor ETF 21.1 30 28 8.1 +1.0
FIVA Fidelity International Value Factor ETF 20.7 18 40 7.3 +0.3
DTH WisdomTree International High Dividend Fund 20.7 58 0 7.4 +0.3
SPEU SPDR Portfolio Europe ETF 20.4 7 51 6.5 -0.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 20.3 45 13 5.6 -1.5
IEUR iShares Core MSCI Europe ETF 20.3 11 47 6.4 -0.7
FENI Fidelity Enhanced International ETF 20.0 28 30 5.8 -1.3
EZU iShares MSCI Eurozone ETF 19.2 52 6 5.6 -1.5
HEZU iShares Currency Hedged MSCI Eurozone ETF 19.2 53 5 5.5 -1.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 19.1 47 11 7.2 +0.2
LVHI Franklin International Low Volatility High Dividend Index ET 18.9 40 18 7.7 +0.6
JHID John Hancock International High Dividend ETF 18.9 46 12 7.9 +0.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 18.9 20 38 5.7 -1.4
IQDF FlexShares International Quality Dividend Index Fund 18.6 47 11 7.6 +0.5
DWM WisdomTree International Equity Fund 18.5 48 10 5.7 -1.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 18.5 40 18 5.7 -1.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 18.4 36 22 5.4 -1.7
EFV iShares MSCI EAFE Value ETF 18.3 34 24 7.6 +0.5
GCOW Pacer Global Cash Cows Dividend ETF 18.1 60 -2 9.4 +2.3
JIRE JPMorgan International Research Enhanced Equity ETF 18.0 24 34 5.9 -1.2
HFXI IQ FTSE International Equity Currency Neutral ETF 17.7 20 38 5.6 -1.5
GSID Goldman Sachs MarketBeta International Equity ETF 17.6 20 38 5.9 -1.2
PPIE Putnam PanAgora ESG International Equity ETF 17.4 49 9 6.2 -0.9
JHMD John Hancock Multifactor Developed International ETF 17.4 39 19 6.2 -0.8
FLGB Franklin FTSE United Kingdom ETF 17.0 9 49 6.8 -0.3
FNDF Schwab Fundamental International Large Co. Index ETF 16.8 25 33 7.4 +0.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 16.6 45 13 6.8 -0.3
RFDI First Trust Riverfront Dynamic Developed International ETF 16.6 83 -25 7.8 +0.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 16.6 25 33 6.2 -0.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 16.5 65 -7 7.8 +0.7
NUDM Nuveen ESG International Developed Markets Equity ETF 16.4 31 27 5.6 -1.5
FIDI Fidelity International High Dividend ETF 16.4 18 40 7.3 +0.2
FEP First Trust Europe AlphaDEX Fund 16.4 80 -22 6.8 -0.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 16.4 14 44 5.3 -1.8
DFIV Dimensional International Value ETF 16.0 27 31 7.8 +0.7
DWMF WisdomTree International Multifactor Fund 15.9 38 20 7.0 -0.1
FDEV Fidelity International Multifactor ETF 15.7 18 40 7.3 +0.3
BKIE BNY Mellon International Equity ETF 15.7 4 54 6.0 -1.1
ESGD iShares ESG Aware MSCI EAFE ETF 15.7 20 38 5.8 -1.3
EWQ iShares MSCI France ETF 15.1 53 5 6.5 -0.6
EFA iShares MSCI EAFE ETF 15.1 35 23 5.8 -1.3
HEFA iShares Currency Hedged MSCI EAFE ETF 15.0 35 23 5.8 -1.3
EWU iShares MSCI United Kingdom ETF 15.0 50 8 7.2 +0.2
STXI Strive International Developed Markets ETF 14.9 29 29 6.2 -0.9
FEUZ First Trust Eurozone AlphaDEX ETF 14.8 80 -22 6.4 -0.7
QINT American Century Quality Diversified International ETF 14.8 39 19 6.6 -0.5
IQSI IQ Candriam International Equity ETF 14.7 15 43 5.6 -1.5
IVSI Applied Finance IVS International Large ETF 14.7 65 -7 6.1 -1.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 14.6 30 28 6.2 -0.9
CGIE Capital Group International Equity ETF 14.1 54 4 4.6 -2.5
FEZ SPDR EURO STOXX 50 ETF 13.9 29 29 5.8 -1.3
FKU First Trust United Kingdom AlphaDEX Fund 13.9 80 -22 7.3 +0.2
INTF iShares International Equity Factor ETF 13.9 15 43 6.5 -0.6
UIVM VictoryShares International Value Momentum ETF 13.8 35 23 8.2 +1.1
JPIN J.P. Morgan Diversified Return International Equity ETF 13.7 37 21 7.2 +0.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 13.7 35 23 5.7 -1.4
IDV iShares International Select Dividend ETF 13.6 51 7 9.1 +2.0
EFAV iShares MSCI EAFE Min Vol Factor ETF 13.4 22 36 5.8 -1.3
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 13.3 20 38 5.7 -1.4
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 13.3 9 49 7.8 +0.7
VYMI Vanguard International High Dividend Yield ETF 13.2 17 41 8.1 +1.0
CIL VictoryShares International Volatility Wtd ETF 13.2 45 13 5.8 -1.3
IEFA iShares Core MSCI EAFE ETF 13.1 7 51 6.1 -1.0
DEW WisdomTree Global High Dividend Fund 13.1 58 0 7.2 +0.2
IMFL Invesco International Developed Dynamic Multifactor ETF 13.1 34 24 5.2 -1.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 12.3 39 19 6.2 -0.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 12.3 58 0 6.4 -0.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 12.2 41 17 6.0 -1.1
IMTM iShares MSCI Intl Momentum Factor ETF 12.1 30 28 4.7 -2.4
DTAN Sparkline International Intangible Value ETF 12.0 55 3 7.1 0.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 12.0 29 29 7.0 -0.0
EUFN iShares MSCI Europe Financials ETF 12.0 51 7 7.1 +0.1
INEQ Columbia International Equity Income ETF 11.9 45 13 7.9 +0.8
SCHF Schwab International Equity ETF 11.7 6 52 6.0 -1.1
AIVI WisdomTree International AI Enhanced Value Fund 11.6 58 0 6.3 -0.8
IDEV iShares Core MSCI International Developed Markets ETF 11.6 4 54 6.0 -1.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 11.5 39 19 7.0 -0.1
IGRO iShares International Dividend Growth ETF 11.3 15 43 6.8 -0.3
IDMO Invesco S&P International Developed Momentum ETF 11.3 25 33 5.3 -1.8
SCHY Schwab International Dividend Equity ETF 11.2 14 44 8.5 +1.4
DFAI Dimensional International Core Equity Market ETF 11.2 18 40 6.1 -1.0
EFAS Global X MSCI SuperDividend EAFE ETF 11.2 57 1 7.3 +0.2
IQLT iShares MSCI Intl Quality Factor ETF 11.2 30 28 5.5 -1.6
FRGN Horizon International Equity ETF 11.1 75 -17 7.8 +0.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 11.1 58 0 5.4 -1.7
IQDG WisdomTree International Quality Dividend Growth Fund 11.0 42 16 5.8 -1.3
VEA Vanguard FTSE Developed Markets ETF 11.0 3 55 6.0 -1.1
SPDW SPDR Portfolio Developed World ex-US ETF 10.9 3 55 5.9 -1.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 10.8 18 40 6.4 -0.7
TPIF Timothy Plan International ETF 10.7 62 -4 5.6 -1.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 10.1 12 46 5.3 -1.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 10.1 24 34 6.9 -0.1
EFG iShares MSCI EAFE Growth ETF 10.0 36 22 3.8 -3.3
CWI SPDR MSCI ACWI ex-US ETF 9.6 30 28 6.5 -0.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 9.5 32 26 5.5 -1.6
EUDV ProShares MSCI Europe Dividend Growers ETF 9.5 55 3 5.7 -1.4
WWJD Inspire International ETF 9.4 80 -22 6.4 -0.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 9.2 50 8 5.7 -1.3
AVIV Avantis International Large Cap Value ETF 9.2 25 33 7.0 -0.1
CGDG Capital Group Dividend Growers ETF 9.2 47 11 5.2 -1.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 9.2 80 -22 5.6 -1.5
ACWX iShares MSCI ACWI ex U.S. ETF 9.2 34 24 6.4 -0.7
PATN Pacer Nasdaq International Patent Leaders ETF 9.0 65 -7 4.0 -3.0
FYLD Cambria Foreign Shareholder Yield ETF 9.0 59 -1 10.2 +3.1
VEU Vanguard FTSE All-World ex-US Index Fund 8.8 4 54 6.7 -0.3
DFIC Dimensional International Core Equity 2 ETF 8.4 23 35 6.3 -0.8
OCEN IQ Clean Oceans ETF 8.4 45 13 4.6 -2.5
DWX SPDR S&P International Dividend ETF 8.2 45 13 6.8 -0.3
VXUS Vanguard Total International Stock ETF 8.1 5 53 6.7 -0.4
DGT State Street SPDR Global Dow ETF 8.0 50 8 5.7 -1.4
GNR SPDR S&P Global Natural Resources ETF 8.0 40 18 8.6 +1.5
IDLV Invesco S&P International Developed Low Volatility ETF 8.0 25 33 6.5 -0.6
AVDE Avantis International Equity ETF 8.0 23 35 6.2 -0.9
CLNR IQ Cleaner Transport ETF 7.9 45 13 3.9 -3.2
HEDJ WisdomTree Europe Hedged Equity Fund 7.9 58 0 5.9 -1.1
IXUS iShares Core MSCI Total International Stock ETF 7.9 7 51 6.6 -0.5
EPOL iShares MSCI Poland ETF 7.9 59 -1 9.1 +2.1
DMXF iShares ESG Advanced MSCI EAFE ETF 7.8 12 46 4.9 -2.1
DIHP Dimensional International High Profitability ETF 7.8 29 29 5.8 -1.3
DFSI Dimensional International Sustainability Core 1 ETF 7.8 24 34 5.7 -1.4
OEFA ALPS O’Shares International Developed Quality Dividend ETF 7.8 48 10 4.7 -2.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 7.7 56 2 9.8 +2.7
IPKW Invesco International BuyBack Achievers ETF 7.6 55 3 8.2 +1.1
IDHQ Invesco S&P International Developed High Quality ETF 7.5 29 29 5.4 -1.7
DIM WisdomTree International MidCap Dividend Fund 7.5 58 0 6.4 -0.7
FLGR Franklin FTSE Germany ETF 7.4 9 49 6.6 -0.5
VIDI Vident International Equity Strategy ETF 7.4 61 -3 8.1 +1.0
DAX Global X DAX Germany ETF 7.3 21 37 6.2 -0.9
RCGE RockCreek Global Equality ETF 7.3 95 -37 6.2 -0.9
EWI iShares MSCI Italy ETF 7.0 50 8 10.8 +3.7
DXIV Dimensional International Vector Equity ETF 6.8 34 24 6.6 -0.5
DSTX Distillate International Fundamental Stability & Value ETF 6.8 55 3 6.7 -0.4
EXI iShares Global Industrials ETF 6.7 42 16 3.6 -3.5
FID First Trust S&P International Dividend Aristocrats ETF 6.7 60 -2 7.8 +0.7
MXI iShares Global Materials ETF 6.6 41 17 6.0 -1.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 6.6 46 12 7.8 +0.7
AVSD Avantis Responsible International Equity ETF 6.6 23 35 6.0 -1.1
EWG iShares MSCI Germany ETF 6.5 50 8 5.9 -1.1
GVAL Cambria Global Value ETF 6.4 68 -10 9.0 +1.9
ESGG FlexShares STOXX Global ESG Select Index Fund 6.3 42 16 4.0 -3.0
VSGX Vanguard ESG International Stock ETF 6.2 10 48 6.6 -0.5
CZAR Themes Natural Monopoly ETF 6.2 35 23 5.4 -1.6
WLDR Affinity World Leaders Equity ETF 6.1 67 -9 5.8 -1.3
WDIV SPDR S&P Global Dividend ETF 6.0 40 18 9.1 +2.0
IXC iShares Global Energy ETF 6.0 44 14 7.3 +0.2
FGM First Trust Germany AlphaDEX Fund 5.9 80 -22 4.9 -2.2
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 5.9 65 -7 4.2 -2.9
TTAI FCF International Quality ETF 5.9 59 -1 6.8 -0.3
FLSW Franklin FTSE Switzerland ETF 5.9 9 49 5.8 -1.3
PICK iShares MSCI Global Metals & Mining Producers ETF 5.8 39 19 8.0 +0.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.8 65 -7 7.3 +0.2
ROBO ROBO Global Robotics & Automation Index ETF 5.8 95 -37 2.3 -4.8
PIEL Pacer International Export Leaders ETF 5.5 60 -2 4.1 -3.0
IPAV Global X Infrastructure Development ex-U.S. ETF 5.5 55 3 5.7 -1.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 5.5 30 28 6.4 -0.7
UMMA Wahed Dow Jones Islamic World ETF 5.3 65 -7 3.5 -3.6
CGGO Capital Group Global Growth Equity ETF 5.2 47 11 4.1 -3.0
VIGI Vanguard International Dividend Appreciation ETF 5.1 10 48 6.1 -1.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 5.1 80 -22 6.7 -0.4
FDD First Trust Stoxx European Select Dividend Index Fund 5.1 58 0 9.8 +2.7
EWD iShares MSCI Sweden ETF 5.1 54 4 5.1 -2.0
MOTI VanEck Morningstar International Moat ETF 5.0 58 0 10.3 +3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 5.0 9 49 4.4 -2.7
IXG iShares Global Financials ETF 5.0 42 16 6.3 -0.8
ICPY Tweedy, Browne International Insider Value ETF 4.9 80 -22 21.6 +14.5
EDEN iShares MSCI Denmark ETF 4.9 53 5 6.4 -0.7
XT iShares Exponential Technologies ETF 4.9 46 12 3.8 -3.2
JXI iShares Global Utilities ETF 4.9 43 15 5.2 -1.9
VCLN Virtus Duff & Phelps Clean Energy ETF 4.8 59 -1 2.2 -4.9
GLOF iShares Global Equity Factor ETF 4.8 20 38 5.6 -1.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.7 60 -2 3.4 -3.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.7 25 33 5.5 -1.6
KOCG FIS Knights of Columbus Global Belief ETF 4.7 75 -17 4.4 -2.6
BLES Inspire Global Hope ETF 4.7 61 -3 5.7 -1.4
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 4.6 75 -17 6.0 -1.0
QWLD SPDR MSCI World StrategicFactors ETF 4.6 30 28 5.2 -1.9
GEW Cambria Global EW ETF 4.6 29 29 5.4 -1.7
BINV Brandes International ETF 4.5 70 -12 8.6 +1.6
RGEF Rockefeller Global Equity ETF 4.5 55 3 3.8 -3.3
ISHP First Trust Nasdaq Retail ETF 4.5 60 -2 5.5 -1.6
DVYE iShares Emerging Markets Dividend ETF 4.4 49 9 17.9 +10.8
MOTG VanEck Morningstar Global Wide Moat ETF 4.4 52 6 8.0 +0.9
EFNL iShares MSCI Finland ETF 4.4 56 2 5.5 -1.6
DIVS SmartETFs Dividend Builder ETF 4.3 65 -7 4.5 -2.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.2 47 11 5.0 -2.1
EV Mast Global Battery Recycling & Production ETF 4.1 65 -7 6.3 -0.8
FPAG FPA Global Equity ETF 4.1 49 9 5.8 -1.3
OAIM OneAscent International Equity ETF 4.1 95 -37 4.7 -2.4
IOO iShares Global 100 ETF 4.0 41 17 3.8 -3.3
HUMN Roundhill Humanoid Robotics ETF 4.0 75 -17 1.1 -6.0
TOK iShares MSCI Kokusai ETF 4.0 26 32 4.3 -2.8
SHLD Global X Defense Tech ETF 3.9 50 8 3.1 -4.0
MOTO SmartETFs Smart Transportation & Technology ETF 3.9 68 -10 5.2 -1.9
NATO Themes Transatlantic Defense ETF 3.9 35 23 1.9 -5.2
URTH iShares MSCI World ETF 3.7 24 34 4.3 -2.8
SAGP Strategas Global Policy Opportunities ETF 3.7 65 -7 4.9 -2.2
CGXU Capital Group International Focus Equity ETF 3.6 54 4 3.8 -3.3
SUPL ProShares Supply Chain Logistics ETF 3.5 58 0 7.4 +0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.5 9 49 4.9 -2.2
COPY Tweedy, Browne Insider + Value ETF 3.5 80 -22 14.9 +7.9
IXJ iShares Global Healthcare ETF 3.5 42 16 6.3 -0.8
CCNR ALPS CoreCommodity Natural Resources ETF 3.5 39 19 8.1 +1.0
EIRL iShares MSCI Ireland ETF 3.5 50 8 7.1 +0.1
AGQI First Trust Active Global Quality Income ETF 3.4 85 -27 6.5 -0.6
KLMT Invesco MSCI Global Climate 500 ETF 3.4 10 48 5.0 -2.1
ACWI iShares MSCI ACWI ETF 3.3 32 26 4.6 -2.4
FBOT Fidelity Disruptive Automation ETF 3.3 50 8 2.9 -4.2
DEM WisdomTree Emerging Markets High Dividend Fund 3.3 63 -5 10.3 +3.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.2 65 -7 1.4 -5.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.2 58 0 3.4 -3.7
NORW Global X MSCI Norway ETF 3.1 50 8 7.6 +0.5
ENOR iShares MSCI Norway ETF 3.1 53 5 7.6 +0.5
FSZ First Trust Switzerland AlphaDEX Fund 3.1 80 -22 5.2 -1.9
EWL iShares MSCI Switzerland ETF 3.1 50 8 5.6 -1.5
VT Vanguard Total World Stock ETF 3.0 6 52 5.0 -2.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.0 79 -21 3.6 -3.4
IBAT iShares Energy Storage & Materials ETF 3.0 47 11 1.5 -5.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.0 80 -22 3.6 -3.5
IQRA IQ CBRE Real Assets ETF 2.8 65 -7 5.9 -1.2
PRNT 3D Printing ETF 2.8 66 -8 1.2 -5.9
FICS First Trust International Developed Capital Strength ETF 2.7 70 -12 6.8 -0.3
POW VistaShares Electrification Supercycle ETF 2.7 75 -17 2.0 -5.1
GMET VanEck Green Metals ETF 2.7 63 -5 0.5 -6.6
COPX Global X Copper Miners ETF 2.7 65 -7 4.3 -2.8
ICOP iShares Copper and Metals Mining ETF 2.7 47 11 5.6 -1.5
COPA Themes Copper Miners ETF 2.7 35 23 3.1 -4.0
DFNL Davis Select Financial ETF 2.7 63 -5 7.7 +0.6
WRND IQ Global Equity R&D Leaders ETF 2.6 18 40 4.0 -3.1
IVAL Alpha Architect International Quantitative Value ETF 2.6 49 9 7.7 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.6 20 38 4.7 -2.4
GINN Goldman Sachs Innovate Equity ETF 2.6 52 6 3.7 -3.4
KXI iShares Global Consumer Staples ETF 2.5 41 17 5.3 -1.7
FDRR Fidelity Dividend ETF for Rising Rates 2.5 15 43 5.7 -1.4
TRFK Pacer Data and Digital Revolution ETF 2.5 60 -2 1.8 -5.3
EMDM First Trust Bloomberg Emerging Market Democracies ETF 2.5 75 -17 6.4 -0.7
HART IQ Healthy Hearts ETF 2.4 45 13 5.8 -1.3
FRNW Fidelity Clean Energy ETF 2.4 39 19 1.7 -5.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.4 12 46 4.4 -2.6
CGV Conductor Global Equity Value ETF 2.3 130 -72 7.7 +0.6
CRAK VanEck Oil Refiners ETF 2.3 61 -3 9.2 +2.1
SHPP Pacer Industrials and Logistics ETF 2.2 60 -2 6.6 -0.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.1 42 16 4.1 -3.0
JGLO JPMorgan Global Select Equity ETF 2.1 33 25 4.3 -2.8
IMOM Alpha Architect International Quantitative Momentum ETF 2.1 49 9 4.2 -2.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.1 85 -27 2.8 -4.3
FDVV Fidelity High Dividend ETF 2.1 15 43 6.6 -0.4
IDNA iShares Genomics Immunology and Healthcare ETF 2.0 47 11 -0.3 -7.3
NUKZ Range Nuclear Renaissance Index ETF 2.0 85 -27 1.3 -5.7
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 2.0 32 26 4.8 -2.3
BKCI BNY Mellon Concentrated International ETF 2.0 80 -22 4.9 -2.2
DIVY Sound Equity Dividend Income ETF 2.0 45 13 8.1 +1.0
NDIV Amplify Natural Resources Dividend Income ETF 2.0 59 -1 11.5 +4.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.0 49 9 7.9 +0.8
CARZ First Trust NASDAQ Global Auto Index Fund 1.9 70 -12 2.2 -4.9
ERTH Invesco MSCI Sustainable Future ETF 1.9 62 -4 3.0 -4.1
AQLT iShares MSCI Global Quality Factor ETF 1.8 18 40 0.0 -7.1
SDEM Global X MSCI SuperDividend Emerging Markets ETF 1.8 67 -9 12.8 +5.7
EYLD Cambria Emerging Shareholder Yield ETF 1.8 66 -8 9.2 +2.1
EMMF WisdomTree Emerging Markets Multifactor Fund 1.8 48 10 8.4 +1.3
FTHF First Trust Emerging Markets Human Flourishing ETF 1.8 75 -17 5.8 -1.3
FLV American Century Focused Large Cap Value ETF 1.8 42 16 6.0 -1.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.7 20 38 5.8 -1.3
HAP VanEck Natural Resources ETF 1.7 50 8 6.8 -0.3
DFIS Dimensional International Small Cap ETF 1.7 39 19 6.1 -0.9
BOAT SonicShares Global Shipping ETF 1.7 69 -11 21.4 +14.3
ICLN iShares Global Clean Energy ETF 1.7 41 17 1.7 -5.4
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.6 70 -12 3.8 -3.3
EBLU Ecofin Global Water ESG Fund 1.6 40 18 4.6 -2.5
CGW Invesco S&P Global Water Index ETF 1.6 57 1 4.6 -2.5
PIO Invesco Global Water ETF 1.6 75 -17 4.5 -2.6
EVX VanEck Environmental Services ETF 1.6 55 3 4.1 -3.0
EFRA iShares Environmental Infrastructure and Industrials ETF 1.6 47 11 5.1 -2.0
TBLU Tortoise Global Water ESG ETF 1.6 40 18 4.6 -2.5
DINT Davis Select International ETF 1.6 55 3 6.1 -1.0
NETZ TCW Transform Systems ETF 1.5 75 -17 1.3 -5.8
SNSR Global X Internet of Things ETF 1.5 68 -10 3.2 -3.9
ARTY iShares Future AI & Tech ETF 1.5 47 11 2.4 -4.7
TCAI Tortoise AI Infrastructure ETF 1.5 65 -7 1.2 -5.9
FAN First Trust Global Wind Energy ETF 1.5 60 -2 2.8 -4.3
IGF iShares Global Infrastructure ETF 1.5 41 17 4.2 -2.8
GII SPDR S&P Global Infrastructure ETF 1.5 40 18 4.3 -2.8
NLR VanEck Uranium+Nuclear Energy ETF 1.5 61 -3 1.7 -5.4
TNUK Tortoise Nuclear Renaissance ETF 1.5 75 -17 0.8 -6.3
AIQ Global X Artificial Intelligence & Technology ETF 1.5 68 -10 2.7 -4.4
AZTD Aztlan Global Stock Selection DM SMID ETF 1.5 75 -17 4.2 -2.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.5 49 9 4.5 -2.6
GSIB Themes Global Systemically Important Banks ETF 1.5 35 23 8.3 +1.3
VOLT Tema Electrification ETF 1.5 75 -17 2.4 -4.7
FTAG First Trust Indxx Global Agriculture ETF 1.5 70 -12 7.2 +0.2
AVRE Avantis Real Estate ETF 1.5 17 41 6.8 -0.3
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 1.5 10 48 8.6 +1.6
IFGL iShares International Developed Real Estate ETF 1.5 48 10 7.5 +0.4
RWX SPDR Dow Jones International Real Estate ETF 1.5 59 -1 7.4 +0.3
VGSR Vert Global Sustainable Real Estate ETF 1.5 47 11 7.0 -0.1
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.5 12 46 8.8 +1.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.5 45 13 1.8 -5.2
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 1.4 88 -30 8.4 +1.3
DRNZ REX Drone ETF 1.4 65 -7 -1.6 -8.7
GGME Invesco Next Gen Media and Gaming ETF 1.4 60 -2 4.4 -2.6
BITQ Bitwise Crypto Industry Innovators ETF 1.4 85 -27 -2.1 -9.2
KNO AXS Knowledge Leaders ETF 1.4 78 -20 4.1 -3.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.3 95 -37 10.0 +2.9
FRDM Freedom 100 Emerging Markets ETF 1.3 49 9 5.3 -1.7
IBOT Vaneck Robotics ETF 1.3 47 11 3.2 -3.8
XC WisdomTree Emerging Markets Ex-China Fund 1.2 32 26 6.6 -0.5
RWO SPDR Dow Jones Global Real Estate ETF 1.2 50 8 6.3 -0.8
UEVM VictoryShares Emerging Markets Value Momentum ETF 1.2 45 13 9.7 +2.6
DISV Dimensional International Small Cap Value ETF 1.2 42 16 8.1 +1.1
TIIV AAM Todd International Intrinsic Value ETF 1.2 54 4 9.7 +2.7
ARKX ARK Space Exploration & Innovation ETF 1.2 75 -17 -0.0 -7.1
CIBR First Trust NASDAQ Cybersecurity ETF 1.2 60 -2 3.5 -3.6
REET iShares Global REIT ETF 1.1 14 44 7.0 -0.1
ERET iShares Environmentally Aware Real Estate ETF 1.1 30 28 6.9 -0.2
CRTC Xtrackers US National Critical Technologies ETF 1.1 35 23 4.2 -2.9
DFGR Dimensional Global Real Estate ETF 1.1 22 36 7.0 -0.1
BMED Future Health ETF 1.1 85 -27 1.3 -5.8
WDNA WisdomTree BioRevolution Fund 1.1 45 13 -2.2 -9.3
CANC Tema Oncology ETF 1.1 75 -17 -2.4 -9.5
HRTS Tema Heart & Health ETF 1.1 75 -17 2.9 -4.2
RXI iShares Global Consumer Discretionary ETF 1.1 41 17 8.2 +1.1
ISCF iShares International SmallCap Equity Factor ETF 1.1 23 35 7.3 +0.2
FEGE First Eagle Global Equity ETF 1.1 79 -21 6.1 -1.0
FEOE First Eagle Overseas Equity ETF 1.1 79 -21 6.2 -0.9
RNEM First Trust Emerging Markets Equity Select ETF 1.1 75 -17 8.2 +1.2
CLOD Themes Cloud Computing ETF 1.1 35 23 3.0 -4.1
ION ProShares S&P Global Core Battery Metals ETF 1.1 58 0 5.9 -1.2
JIG JPMorgan International Growth ETF 1.1 55 3 3.6 -3.4
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.0 86 -28 0.3 -6.8
EBIZ Global X E-Commerce ETF 1.0 50 8 4.9 -2.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 38 4.5 -2.5
BNGE First Trust S-Network Streaming and Gaming ETF 1.0 70 -12 3.1 -4.0
BETZ Roundhill Sports Betting & iGaming ETF 1.0 75 -17 3.5 -3.6
ODDS Pacer BlueStar Digital Entertainment ETF 1.0 60 -2 4.7 -2.4
SMOG VanEck Low Carbon Energy ETF 1.0 61 -3 1.2 -5.9
DTEC ALPS Disruptive Technologies ETF 1.0 50 8 3.6 -3.5
PID Invesco International Dividend Achievers ETF 1.0 53 5 4.0 -3.1
FPXI First Trust International Equity Opportunities ETF 1.0 70 -12 3.7 -3.4
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -31 4.3 -2.8
AVES Avantis Emerging Markets Value ETF 1.0 36 22 8.9 +1.9
ROAM Hartford Multifactor Emerging Markets ETF 0.9 44 14 7.5 +0.4
GINX SGI Enhanced Global Income ETF 0.9 98 -40 6.7 -0.4
AGNG Global X Aging Population ETF 0.9 50 8 4.4 -2.7
EEMO Invesco S&P Emerging Markets Momentum ETF 0.9 29 29 6.6 -0.5
IBUY Amplify Online Retail ETF 0.9 65 -7 2.3 -4.8
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.9 24 34 5.2 -1.8
LDEM iShares ESG MSCI EM Leaders ETF 0.9 17 41 12.9 +5.8
FDNI First Trust Dow Jones International Internet ETF 0.9 65 -7 24.8 +17.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 43 3.9 -3.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.9 39 19 6.8 -0.2
PBD Invesco Global Clean Energy ETF 0.8 75 -17 0.2 -6.9
GLBL Pacer MSCI World Industry Advantage ETF 0.8 65 -7 3.4 -3.7
EWP iShares MSCI Spain ETF 0.8 50 8 6.0 -1.1
GQRE FlexShares Global Quality Real Estate Index Fund 0.8 45 13 7.3 +0.2
DFEV Dimensional Emerging Markets Value ETF 0.8 43 15 9.4 +2.3
IXP iShares Global Comm Services ETF 0.8 42 16 5.7 -1.4
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.8 33 25 6.1 -1.0
ESGE iShares ESG Aware MSCI EM ETF 0.7 25 33 8.3 +1.2
KNCT Invesco Next Gen Connectivity ETF 0.7 40 18 2.9 -4.2
EMXF iShares ESG Advanced MSCI EM ETF 0.7 16 42 6.7 -0.3
AIS VistaShares Artificial Intelligence Supercycle ETF 0.7 75 -17 0.9 -6.2
XCEM Columbia EM Core ex-China ETF 0.7 16 42 4.9 -2.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.7 46 12 5.0 -2.1
TOLL Tema Durable Quality ETF 0.7 75 -17 3.8 -3.3
AIRL Themes Airlines ETF 0.7 35 23 1.6 -5.5
JETS U.S. Global Jets ETF 0.7 60 -2 2.5 -4.6
JHEM John Hancock Multifactor Emerging Markets ETF 0.7 49 9 7.5 +0.5
LCLG Logan Capital Broad Innovative Growth ETF 0.7 99 -41 2.8 -4.3
WTRE WisdomTree New Economy Real Estate Fund 0.7 58 0 -0.3 -7.4
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.7 60 -2 5.4 -1.7
INDS Pacer Industrial Real Estate ETF 0.7 55 3 6.2 -0.9
REAI Intelligent Real Estate ETF 0.7 59 -1 5.6 -1.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.7 45 13 8.1 +1.0
FEM First Trust Emerging Markets AlphaDEX Fund 0.6 80 -22 9.0 +1.9
EMXC iShares MSCI Emerging Markets ex China ETF 0.6 25 33 5.1 -2.0
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.6 35 23 10.0 +3.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.6 68 -10 2.5 -4.6
SPEM SPDR Portfolio Emerging Markets ETF 0.6 7 51 9.5 +2.4
XCNY SPDR S&P Emerging Markets ex-China ETF 0.6 15 43 5.7 -1.4
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.6 86 -28 13.4 +6.3
IGPT Invesco AI and Next Gen Software ETF 0.6 60 -2 2.4 -4.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.6 33 25 6.8 -0.3
GPT Intelligent Alpha Atlas ETF 0.6 69 -11 6.1 -0.9
STXE Strive Emerging Markets Ex-China ETF 0.6 32 26 5.2 -1.9
UFO Procure Space ETF 0.5 75 -17 -0.1 -7.2
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.5 32 26 7.4 +0.3
EIPX FT Energy Income Partners Strategy ETF 0.5 95 -37 5.8 -1.3
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.5 53 5 5.1 -2.0
CGUS Capital Group Core Equity ETF 0.5 33 25 3.6 -3.5
CGDV Capital Group Dividend Value ETF 0.5 33 25 3.8 -3.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 20 3.9 -3.2
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.5 29 29 8.9 +1.8
AVEM Avantis Emerging Markets Equity ETF 0.5 33 25 7.0 -0.0
EEM iShares MSCI Emerging Markets ETF 0.5 69 -11 7.8 +0.7
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.5 69 -11 7.4 +0.3
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 0 8.4 +1.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -8 7.2 +0.1
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 23 7.0 -0.1
IEMG iShares Core MSCI Emerging Markets ETF 0.5 9 49 8.2 +1.1
SCHC Schwab International Small-Cap Equity ETF 0.5 11 47 6.7 -0.4
JDOC JPMorgan Healthcare Leaders ETF 0.5 65 -7 3.5 -3.6
URAN Themes Uranium & Nuclear ETF 0.5 35 23 1.0 -6.1
IXN iShares Global Tech ETF 0.4 41 17 2.6 -4.5
DEHP Dimensional Emerging Markets High Profitability ETF 0.4 41 17 4.8 -2.3
NXTG First Trust Indxx NextG ETF 0.4 70 -12 3.4 -3.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.4 38 20 7.0 -0.1
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 16 6.7 -0.4
FVD First Trust Value Line Dividend Index Fund 0.4 65 -7 5.8 -1.3
QUVU Hartford Quality Value ETF 0.4 46 12 5.6 -1.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 9 6.1 -1.0
JEDI Defiance Drone and Modern Warfare ETF 0.4 69 -11 0.8 -6.3
EMGF iShares Emerging Markets Equity Factor ETF 0.4 25 33 8.9 +1.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.4 30 28 8.0 +0.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.3 41 17 6.9 -0.2
JADE JPMorgan Active Developing Markets Equity ETF 0.3 65 -7 6.1 -1.0
AVSE Avantis Responsible Emerging Markets Equity ETF 0.3 33 25 6.6 -0.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 8 4.6 -2.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 50 6.3 -0.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 28 7.7 +0.6
FDEM Fidelity Emerging Markets Multifactor ETF 0.3 25 33 10.4 +3.3
EIPI FT Energy Income Partners Enhanced Income ETF 0.3 110 -52 5.4 -1.7
SRVR Pacer Data & Infrastructure Real Estate ETF 0.2 55 3 3.7 -3.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 8 8.1 +1.0
AVDS Avantis International Small Cap Equity ETF 0.2 30 28 6.0 -1.1
FDHT Fidelity Digital Health ETF 0.2 39 19 1.7 -5.4
PCGG Polen Capital Global Growth ETF 0.2 85 -27 3.9 -3.2
MDEV First Trust Indxx Medical Devices ETF 0.2 70 -12 5.1 -2.0
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -12 6.5 -0.6
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 18 6.1 -1.0
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.2 42 16 7.6 +0.5
ALRG Allspring LT Large Core ETF 0.2 28 30 3.5 -3.6
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 22 6.1 -1.0
AVDV Avantis International Small Cap Value ETF 0.1 36 22 7.7 +0.6
APIE ActivePassive International Equity ETF 0.1 45 13 6.4 -0.7
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.1 44 14 9.5 +2.4
WSML iShares MSCI World Small-Cap ETF 0.1 15 43 5.4 -1.7
VEXC Vanguard Emerging Markets Ex-China ETF 0.0 7 51 5.7 -1.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 37 2.9 -4.2
SCHE Schwab Emerging Markets Equity ETF 0.0 11 47 9.5 +2.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 47 7.9 +0.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 43 8.8 +1.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 22 7.6 +0.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 43 8.0 +0.9
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 51 9.2 +2.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -1 8.6 +1.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -7 0.0 -7.1

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 Hedged SmallCap Equity Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.6 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 7.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.70 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.