WisdomTree Europe Hedged SmallCap Equity Fund
ALTAR
Score™		 9.0% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 10.6x P/Sales
ratio		 0.7x
P/BV
ratio		 1.2x Div.
yield		 5.0%


  • 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) $45
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
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 236
Wgt avg mkt cap (mns) $4,779
Large cap (>$10bn) 3.4%
Mid cap ($2-10bn) 83.1%
Small cap (<$2bn) 13.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MEDIOLANUM SPA 2.5 %
REXEL SA 2.3 %
BANCO BPM SPA 2.1 %
BE SEMICONDUCTOR INDUSTRIES 2.0 %
HOCHTIEF AG 1.8 %
KLEPIERRE 1.7 %
LA FRANCAISE DES JEUX SA 1.4 %
ITALGAS SPA 1.4 %
A2A SPA 1.4 %
UNIPOL GRUPPO FINANZIARIO SP 1.3 %
Total 18.0 %

TOP COUNTRY EXPOSURE
ITALY 22.8 %
FRANCE 19.6 %
SPAIN 12.0 %
GERMANY 11.4 %
FINLAND 8.7 %
NETHERLANDS 6.9 %
BELGIUM 5.6 %
AUSTRIA 5.4 %
PORTUGAL 2.1 %
IRELAND 0.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
6.9% 18.4% 9.1% -- 8.0%

Market Correlations
versus... Beta R-squared
S&P500 0.71 64%
MSCI EAFE 0.79 75%
MSCI Emg. Mkts. 0.54 37%

Technical Indicators
Recent close $38.43
30d moving avg. $34.45
Annualized volatility 15.7%
Short interest (ETF) 0.9%
Relative strength (RSI) 73

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.3%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $1,530

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 308 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™: 9.0%


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
(%)
FEUZ First Trust Eurozone AlphaDEX ETF 23.4 80 -22 8.3 -0.7
IEUS iShares MSCI Europe Small-Cap ETF 23.0 42 16 0.0 -9.0
DIM WisdomTree International MidCap Dividend Fund 18.0 58 0 7.6 -1.4
FEP First Trust Europe AlphaDEX Fund 16.4 80 -22 8.6 -0.4
DLS WisdomTree International SmallCap Dividend Fund 16.3 58 0 8.7 -0.3
DISV Dimensional International Small Cap Value ETF 15.7 42 16 9.2 +0.2
DFIS Dimensional International Small Cap ETF 15.7 39 19 6.7 -2.3
ISCF iShares International SmallCap Equity Factor ETF 12.5 23 35 8.7 -0.3
SCZ iShares MSCI EAFE Small-Cap ETF 12.0 40 18 0.0 -9.0
DFE WisdomTree Europe SmallCap Dividend Fund 11.7 58 0 10.9 +1.9
SCHC Schwab International Small-Cap Equity ETF 10.5 11 47 6.4 -2.6
HEDJ WisdomTree Europe Hedged Equity Fund 9.9 58 0 8.3 -0.7
FNDC Schwab Fundamental International Small Co. Index ETF 8.8 39 19 6.8 -2.2
EFNL iShares MSCI Finland ETF 8.6 56 2 7.9 -1.1
IDV iShares International Select Dividend ETF 8.6 51 7 12.3 +3.3
IMFL Invesco International Developed Dynamic Multifactor ETF 8.4 34 24 10.6 +1.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 8.1 49 9 6.7 -2.4
GVAL Cambria Global Value ETF 7.9 68 -10 12.3 +3.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 7.9 80 -22 10.7 +1.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 7.7 7 51 6.5 -2.5
AVDV Avantis International Small Cap Value ETF 7.6 36 22 7.9 -1.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 7.1 45 13 6.2 -2.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 7.0 56 2 13.9 +4.9
RFEU First Trust Riverfront Dynamic Europe ETF 6.7 83 -25 8.8 -0.2
EWN iShares MSCI Netherlands ETF 6.3 50 8 4.7 -4.3
DTH WisdomTree International High Dividend Fund 6.3 58 0 10.1 +1.1
FYLD Cambria Foreign Shareholder Yield ETF 6.1 59 -1 11.9 +2.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 5.5 58 0 6.0 -3.0
DFIC Dimensional International Core Equity 2 ETF 5.4 23 35 7.4 -1.6
FGM First Trust Germany AlphaDEX Fund 5.3 80 -22 9.2 +0.2
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5.1 80 -22 11.0 +2.0
RWX SPDR Dow Jones International Real Estate ETF 5.1 59 -1 7.1 -1.9
RFDI First Trust Riverfront Dynamic Developed International ETF 5.0 83 -25 9.0 -0.0
DFSI Dimensional International Sustainability Core 1 ETF 5.0 24 34 6.2 -2.8
EWO iShares MSCI Austria ETF 4.9 50 8 12.5 +3.5
EWK iShares MSCI Belgium ETF 4.7 50 8 7.6 -1.4
UIVM VictoryShares International Value Momentum ETF 4.6 35 23 10.6 +1.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 4.6 39 19 7.3 -1.7
QINT American Century Quality Diversified International ETF 4.2 39 19 7.4 -1.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.2 40 18 7.8 -1.2
INTF iShares International Equity Factor ETF 4.2 15 43 7.8 -1.2
DWM WisdomTree International Equity Fund 4.2 48 10 7.8 -1.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 4.1 24 34 8.5 -0.5
IFGL iShares International Developed Real Estate ETF 4.1 48 10 7.0 -2.1
IEUR iShares Core MSCI Europe ETF 4.0 11 47 -1.3 -10.3
FLEU Franklin FTSE Eurozone ETF 4.0 9 49 6.7 -2.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 4.0 58 0 5.5 -3.5
IQDG WisdomTree International Quality Dividend Growth Fund 3.9 42 16 5.8 -3.2
IMOM Alpha Architect International Quantitative Momentum ETF 3.8 49 9 7.2 -1.8
AVDE Avantis International Equity ETF 3.8 23 35 7.8 -1.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.8 80 -22 5.6 -3.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.8 39 19 7.6 -1.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 3.8 30 28 7.8 -1.2
VGK Vanguard FTSE Europe ETF 3.7 11 47 6.8 -2.2
SPEU SPDR Portfolio Europe ETF 3.7 7 51 6.5 -2.5
PBD Invesco Global Clean Energy ETF 3.7 75 -17 -3.8 -12.8
WPS iShares International Developed Property ETF 3.6 48 10 7.2 -1.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 3.5 25 33 7.3 -1.7
ERTH Invesco MSCI Sustainable Future ETF 3.5 62 -4 3.7 -5.3
EWI iShares MSCI Italy ETF 3.2 50 8 8.1 -0.9
GWX SPDR S&P International Small Cap ETF 3.2 40 18 6.6 -2.4
AVIV Avantis International Large Cap Value ETF 3.0 25 33 8.8 -0.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 3.0 29 29 8.7 -0.3
ISZE iShares MSCI Intl Size Factor ETF 2.9 30 28 6.5 -2.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 2.9 12 46 8.7 -0.3
EUDV ProShares MSCI Europe Dividend Growers ETF 2.8 55 3 4.9 -4.1
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 2.8 10 48 8.1 -0.9
FID First Trust S&P International Dividend Aristocrats ETF 2.7 60 -2 9.9 +0.9
IQIN IQ 500 International ETF 2.7 25 33 8.7 -0.3
DFAI Dimensional International Core Equity Market ETF 2.6 18 40 6.9 -2.2
TTAI FCF International Quality ETF 2.6 59 -1 7.3 -1.7
DWX SPDR S&P International Dividend ETF 2.6 45 13 7.1 -1.9
IVAL Alpha Architect International Quantitative Value ETF 2.5 49 9 5.7 -3.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.5 50 8 5.1 -4.0
IEFA iShares Core MSCI EAFE ETF 2.4 7 51 2.7 -6.3
WDIV SPDR S&P Global Dividend ETF 2.4 40 18 10.2 +1.2
EZU iShares MSCI Eurozone ETF 2.4 52 6 6.1 -2.9
LVHI Franklin International Low Volatility High Dividend Index ET 2.3 40 18 10.1 +1.1
GLIF AGF Global Infrastructure ETF 2.3 45 13 5.5 -3.5
FLGR Franklin FTSE Germany ETF 2.3 9 49 7.0 -2.0
BTEK Future Tech ETF 2.2 88 -30 2.1 -6.9
IDEV iShares Core MSCI International Developed Markets ETF 2.2 4 54 6.7 -2.3
IBOT Vaneck Robotics ETF 2.2 47 11 3.7 -5.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.2 25 33 7.4 -1.6
SPDW SPDR Portfolio Developed World ex-US ETF 2.2 3 55 6.9 -2.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.2 42 16 6.8 -2.2
FDEV Fidelity International Multifactor ETF 2.2 18 40 7.5 -1.5
AVRE Avantis Real Estate ETF 2.1 17 41 6.6 -2.4
JPIN J.P. Morgan Diversified Return International Equity ETF 2.1 37 21 8.7 -0.3
VEA Vanguard FTSE Developed Markets ETF 2.1 5 53 7.0 -2.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -7 1.6 -7.4
EWP iShares MSCI Spain ETF 2.0 50 8 8.5 -0.5
FLEE Franklin FTSE Europe ETF 2.0 9 49 6.8 -2.2
VWID Virtus WMC International Dividend ETF 2.0 49 9 9.4 +0.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.0 45 13 8.5 -0.5
IDOG ALPS International Sector Dividend Dogs ETF 1.9 50 8 11.6 +2.6
ERET iShares Environmentally Aware Real Estate ETF 1.9 30 28 7.2 -1.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.9 45 13 4.9 -4.1
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -37 2.8 -6.2
DWMF WisdomTree International Multifactor Fund 1.7 38 20 7.3 -1.7
RWO SPDR Dow Jones Global Real Estate ETF 1.7 50 8 6.9 -2.1
REET iShares Global REIT ETF 1.7 14 44 7.1 -1.9
PIO Invesco Global Water ETF 1.7 75 -17 4.9 -4.2
GQRE FlexShares Global Quality Real Estate Index Fund 1.7 45 13 6.8 -2.2
IPKW Invesco International BuyBack Achievers ETF 1.7 55 3 9.1 +0.1
FNDF Schwab Fundamental International Large Co. Index ETF 1.6 25 33 9.0 +0.0
IXUS iShares Core MSCI Total International Stock ETF 1.6 7 51 6.9 -2.1
BLDG Cambria Global Real Estate ETF 1.6 60 -2 9.3 +0.3
AZTD Aztlan Global Stock Selection DM SMID ETF 1.6 75 -17 6.6 -2.4
BULD Pacer BlueStar Engineering the Future ETF 1.6 60 -2 1.2 -7.8
VIDI Vident International Equity Strategy ETF 1.6 61 -3 11.9 +2.9
OCEN IQ Clean Oceans ETF 1.6 45 13 5.3 -3.7
JHID John Hancock International High Dividend ETF 1.6 46 12 11.4 +2.4
TEMP JPMorgan Climate Change Solutions ETF 1.6 49 9 4.7 -4.4
VSGX Vanguard ESG International Stock ETF 1.6 12 46 6.8 -2.2
CUT Invesco MSCI Global Timber ETF 1.6 61 -3 8.5 -0.5
VXUS Vanguard Total International Stock ETF 1.6 7 51 7.1 -1.9
SDIV Global X Superdividend ETF 1.5 58 0 17.6 +8.6
EWQ iShares MSCI France ETF 1.5 53 5 5.4 -3.6
IQRA IQ CBRE Real Assets ETF 1.5 65 -7 5.9 -3.1
AIVI WisdomTree International AI Enhanced Value Fund 1.5 58 0 8.0 -1.0
PEX ProShares Global Listed Private Equity ETF 1.5 81 -23 12.1 +3.1
BNE Blue Horizon BNE ETF 1.5 87 -29 5.0 -4.0
FINE Themes European Luxury ETF 1.5 35 23 -2.2 -11.2
DFGR Dimensional Global Real Estate ETF 1.5 22 36 7.0 -2.0
FDD First Trust Stoxx European Select Dividend Index Fund 1.4 58 0 12.9 +3.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.4 70 -12 4.5 -4.5
BETZ Roundhill Sports Betting & iGaming ETF 1.4 75 -17 1.8 -7.2
ODDS Pacer BlueStar Digital Entertainment ETF 1.4 60 -2 3.0 -6.0
BJK VanEck Gaming ETF 1.4 65 -7 1.8 -7.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.4 58 0 4.6 -4.5
FRNW Fidelity Clean Energy ETF 1.4 39 19 3.7 -5.3
FAN First Trust Global Wind Energy ETF 1.4 60 -2 5.5 -3.5
PICK iShares MSCI Global Metals & Mining Producers ETF 1.3 39 19 11.0 +2.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -22 4.5 -4.6
FIXT Procure Disaster Recovery Strategy ETF 1.3 75 -17 5.7 -3.3
CGW Invesco S&P Global Water Index ETF 1.3 57 1 3.8 -5.3
EWG iShares MSCI Germany ETF 1.3 50 8 6.5 -2.6
DBGR Xtrackers MSCI Germany Hedged Equity ETF 1.3 45 13 6.4 -2.6
EFAS Global X MSCI SuperDividend EAFE ETF 1.3 57 1 9.7 +0.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.2 47 11 10.2 +1.2
AHOY Newday Ocean Health ETF 1.2 75 -17 5.6 -3.4
SMOG VanEck Low Carbon Energy ETF 1.2 61 -3 3.0 -6.0
DMXF iShares ESG Advanced MSCI EAFE ETF 1.2 12 46 5.4 -3.6
IGRO iShares International Dividend Growth ETF 1.2 15 43 7.1 -1.9
IQDF FlexShares International Quality Dividend Index Fund 1.2 47 11 10.7 +1.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.2 46 12 6.3 -2.7
DEW WisdomTree Global High Dividend Fund 1.2 58 0 9.0 +0.0
SCHF Schwab International Equity ETF 1.1 6 52 7.0 -2.0
GSFP Goldman Sachs Future Planet Equity ETF 1.1 75 -17 4.5 -4.5
CGV Conductor Global Equity Value ETF 1.1 130 -72 11.3 +2.3
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.1 55 3 3.6 -5.4
LUXX Roundhill S&P Global Luxury ETF 1.1 45 13 2.7 -6.3
LUX Tema Luxury ETF 1.1 75 -17 3.3 -5.7
HART IQ Healthy Hearts ETF 1.0 45 13 5.3 -3.7
TINT ProShares Smart Materials ETF 1.0 58 0 5.7 -3.4
XT iShares Exponential Technologies ETF 1.0 46 12 3.8 -5.2
EFV iShares MSCI EAFE Value ETF 0.9 34 24 9.1 +0.1
VYMI Vanguard International High Dividend Yield ETF 0.9 22 36 9.7 +0.7
VIGI Vanguard International Dividend Appreciation ETF 0.9 15 43 5.5 -3.5
GDVD R3 Global Dividend Growth ETF 0.9 88 -30 5.8 -3.2
ESGD iShares ESG Aware MSCI EAFE ETF 0.9 20 38 6.3 -2.7
LNGG Roundhill Alerian LNG ETF 0.9 65 -7 8.6 -0.4
IQLT iShares MSCI Intl Quality Factor ETF 0.9 30 28 5.7 -3.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.9 20 38 6.2 -2.8
PSP Invesco Global Listed Private Equity ETF 0.9 106 -48 9.0 -0.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.9 30 28 6.8 -2.2
VEU Vanguard FTSE All-World ex-US Index Fund 0.9 8 50 7.2 -1.8
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.9 22 36 6.2 -2.8
BBEU JPMorgan BetaBuilders Europe ETF 0.8 9 49 6.7 -2.3
IVEG iShares Emergent Food and AgTech Multisector ETF 0.8 47 11 8.2 -0.8
BLLD JPMorgan Sustainable Infrastructure ETF 0.8 49 9 6.2 -2.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.8 46 12 5.6 -3.4
EFA iShares MSCI EAFE ETF 0.8 35 23 6.4 -2.7
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 19 9.2 +0.2
EIRL iShares MSCI Ireland ETF 0.8 50 8 5.7 -3.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.8 20 38 6.9 -2.1
ETEC iShares Breakthrough Environmental Solutions ETF 0.8 47 11 5.3 -3.7
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.8 60 -2 3.9 -5.2
INDS Pacer Industrial Real Estate ETF 0.8 55 3 6.2 -2.8
WTRE WisdomTree New Economy Real Estate Fund 0.8 58 0 5.0 -4.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.8 36 22 6.4 -2.7
PRAY FIS Christian Stock Fund 0.8 69 -11 5.8 -3.2
IDLV Invesco S&P International Developed Low Volatility ETF 0.7 25 33 5.8 -3.2
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -17 5.3 -3.8
IEV iShares Europe ETF 0.7 67 -9 6.1 -2.9
SHLD Global X Defense Tech ETF 0.7 50 8 4.8 -4.2
DIHP Dimensional International High Profitability ETF 0.7 29 29 6.9 -2.1
DIVI Franklin International Core Dividend Tilt Index ETF 0.7 9 49 8.0 -1.0
ESGN Columbia International ESG Equity Income ETF 0.7 45 13 9.0 -0.1
MOTG VanEck Morningstar Global Wide Moat ETF 0.7 52 6 5.8 -3.2
EFG iShares MSCI EAFE Growth ETF 0.7 36 22 4.1 -4.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.7 20 38 6.8 -2.2
IMTM iShares MSCI Intl Momentum Factor ETF 0.7 30 28 6.7 -2.3
GBUY Goldman Sachs Future Consumer Equity ETF 0.7 75 -17 3.1 -5.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.7 45 13 6.3 -2.8
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.7 9 49 9.8 +0.8
JSTC Adasina Social Justice All Cap Global ETF 0.7 89 -31 4.7 -4.3
SHPP Pacer Industrials and Logistics ETF 0.6 60 -2 8.9 -0.1
AGNG Global X Aging Population ETF 0.6 50 8 4.1 -4.9
EFRA iShares Environmental Infrastructure and Industrials ETF 0.6 47 11 5.2 -3.8
IQSI IQ Candriam International Equity ETF 0.6 15 43 6.4 -2.6
FIVA Fidelity International Value Factor ETF 0.6 18 40 9.3 +0.3
RNRG Global X Renewable Energy Producers ETF 0.6 66 -8 4.9 -4.1
ICLN iShares Global Clean Energy ETF 0.6 41 17 4.3 -4.7
VT Vanguard Total World Stock ETF 0.6 7 51 5.8 -3.2
DFIV Dimensional International Value ETF 0.6 27 31 9.8 +0.8
EUFN iShares MSCI Europe Financials ETF 0.6 51 7 8.1 -0.9
IGF iShares Global Infrastructure ETF 0.6 41 17 5.0 -4.0
GII SPDR S&P Global Infrastructure ETF 0.6 40 18 5.0 -4.0
IWTR iShares MSCI Water Management Multisector ETF 0.6 47 11 4.8 -4.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 16 5.1 -3.9
GINN Goldman Sachs Innovate Equity ETF 0.6 52 6 2.7 -6.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 38 6.6 -2.4
FIDI Fidelity International High Dividend ETF 0.5 18 40 10.1 +1.1
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -10 4.1 -4.9
FTAG First Trust Indxx Global Agriculture ETF 0.5 70 -12 9.1 +0.1
MOO VanEck Agribusiness ETF 0.5 53 5 9.4 +0.4
PTEC Global X PropTech ETF 0.5 50 8 1.6 -7.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 24 6.7 -2.3
CLNR IQ Cleaner Transport ETF 0.5 45 13 8.2 -0.8
BKIE BNY Mellon International Equity ETF 0.5 4 54 6.9 -2.1
JRNY ALPS Global Travel Beneficiaries ETF 0.5 65 -7 -0.0 -9.0
WOOD iShares Global Timber & Forestry ETF 0.5 42 16 9.6 +0.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 17 6.6 -2.4
TPIF Timothy Plan International ETF 0.5 62 -4 6.7 -2.3
EXI iShares Global Industrials ETF 0.5 42 16 4.6 -4.4
ROOF IQ CBRE NextGen Real Estate ETF 0.5 60 -2 7.9 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 33 6.0 -3.0
DTEC ALPS Disruptive Technologies ETF 0.5 50 8 3.2 -5.8
SDG iShares MSCI Global Sustainable Development Goals ETF 0.5 49 9 5.8 -3.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.5 80 -22 5.4 -3.6
VCLN Virtus Duff & Phelps Clean Energy ETF 0.4 59 -1 3.5 -5.5
BOTZ Global X Robotics & Artificial Intelligence ETF 0.4 69 -11 2.3 -6.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.4 46 12 8.9 -0.2
JHMD John Hancock Multifactor Developed International ETF 0.4 39 19 7.3 -1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 46 5.0 -4.0
BATT Amplify Lithium & Battery Technology ETF 0.4 59 -1 2.9 -6.1
ION ProShares S&P Global Core Battery Metals ETF 0.4 58 0 11.6 +2.6
REMX VanEck Rare Earth/Strategic Metals ETF 0.4 54 4 12.0 +3.0
DMAT Global X Disruptive Materials ETF 0.4 59 -1 10.1 +1.1
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.4 85 -27 8.2 -0.8
LIT Global X Lithium & Battery Tech ETF 0.4 75 -17 10.3 +1.3
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -12 10.7 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 49 5.7 -3.3
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.4 75 -17 4.9 -4.1
IDMO Invesco S&P International Developed Momentum ETF 0.4 25 33 6.8 -2.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 44 6.2 -2.9
ZSB USCF Sustainable Battery Metals Strategy Fund 0.4 61 -3 14.8 +5.8
SOCL Global X Social Media ETF 0.4 65 -7 -5.7 -14.7
NIKL Sprott Nickel Miners ETF 0.3 75 -17 7.6 -1.4
SETM Sprott Energy Transition Materials ETF 0.3 65 -7 5.4 -3.6
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 0.3 20 38 10.7 +1.7
FPXI First Trust International Equity Opportunities ETF 0.3 70 -12 3.6 -5.4
IVLU iShares MSCI Intl Value Factor ETF 0.3 30 28 10.6 +1.6
GLOF iShares Global Equity Factor ETF 0.3 20 38 7.0 -2.0
CIL VictoryShares International Volatility Wtd ETF 0.3 45 13 6.8 -2.2
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.3 51 7 6.8 -2.2
ISHP First Trust Nasdaq Retail ETF 0.3 60 -2 3.1 -5.9
FDNI First Trust Dow Jones International Internet ETF 0.3 65 -7 2.7 -6.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.3 47 11 5.9 -3.1
CARZ First Trust NASDAQ Global Auto Index Fund 0.3 70 -12 3.4 -5.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 19 -3.5 -12.5
TRFK Pacer Data and Digital Revolution ETF 0.3 60 -2 4.1 -4.9
SCHY Schwab International Dividend Equity ETF 0.3 14 44 9.3 +0.3
MXI iShares Global Materials ETF 0.3 41 17 6.7 -2.4
IDHQ Invesco S&P International Developed High Quality ETF 0.3 29 29 5.7 -3.3
UFO Procure Space ETF 0.2 75 -17 -4.0 -13.0
SNSR Global X Internet of Things ETF 0.2 68 -10 4.3 -4.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.2 68 -10 1.1 -7.9
JXI iShares Global Utilities ETF 0.2 43 15 6.7 -2.4
TOK iShares MSCI Kokusai ETF 0.2 26 32 5.3 -3.8
NUDM Nuveen ESG International Developed Markets Equity ETF 0.2 31 27 6.4 -2.6
PRNT 3D Printing ETF 0.2 66 -8 -4.0 -13.0
IQDE FlexShares International Quality Dividend Defensive Index ET 0.2 47 11 10.7 +1.7
GMET VanEck Green Metals ETF 0.2 63 -5 10.1 +1.1
COPX Global X Copper Miners ETF 0.2 65 -7 7.2 -1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 49 5.5 -3.5
URTH iShares MSCI World ETF 0.2 24 34 5.4 -3.6
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -2 3.8 -5.3
KLDW Knowledge Leaders Developed World ETF 0.2 75 -17 4.9 -4.1
HYDR Global X Hydrogen ETF 0.2 50 8 -13.4 -22.4
QTUM Defiance Quantum ETF 0.2 40 18 3.9 -5.1
RODE Hartford Multifactor Diversified International ETF 0.2 29 29 11.5 +2.5
IXG iShares Global Financials ETF 0.2 42 16 6.8 -2.2
BMED Future Health ETF 0.2 85 -27 0.2 -8.8
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.2 47 11 0.6 -8.4
ACWI iShares MSCI ACWI ETF 0.2 32 26 5.5 -3.6
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -2 4.1 -5.0
DKRB Subversive Decarbonization ETF 0.2 75 -17 0.0 -9.0
EATV VegTech Plant-based Innovation & Climate ETF 0.1 75 -17 1.0 -8.0
BLES Inspire Global Hope ETF 0.1 61 -3 6.3 -2.7
WWJD Inspire International ETF 0.1 80 -22 7.1 -1.9
MOTI VanEck Morningstar International Moat ETF 0.1 58 0 6.9 -2.1
WRND IQ Global Equity R&D Leaders ETF 0.1 18 40 7.1 -1.9
KXI iShares Global Consumer Staples ETF 0.1 41 17 5.6 -3.4
NTZG Nuveen Global Net Zero Transition ETF 0.1 56 2 4.9 -4.1
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 28 6.0 -3.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 38 5.6 -3.4
IXN iShares Global Tech ETF 0.1 41 17 4.3 -4.7
PAWZ ProShares Pet Care ETF 0.1 50 8 3.9 -5.1
EDOC Global X Telemedicine & Digital Health ETF Registered 0.1 68 -10 -5.4 -14.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 23 6.4 -2.6
TAN Invesco Solar ETF 0.1 67 -9 6.1 -2.9
BPAY BlackRock Future Financial and Technology ETF 0.1 70 -12 8.1 -0.9
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 28 6.8 -2.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.0 32 26 6.7 -2.3
FILL iShares MSCI Global Energy Producers ETF 0.0 39 19 9.0 +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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 11.2 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 9.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.49 CATEGORY
AVERAGE		 1.51
 
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.