WisdomTree Europe Hedged SmallCap Equity Fund
ALTAR
Score™		 8.0% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 13.6x P/Sales
ratio		 0.9x
P/BV
ratio		 1.4x Div.
yield		 4.1%


  • 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) $196
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 79
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
THYSSENKRUPP AG 2.2 %
HEXAGON AB-B SHS 2.2 %
GLENCORE INTERNATIONAL PLC 2.0 %
ARCELORMITTAL SA 2.0 %
TRYG A/S 1.9 %
BARCLAYS PLC 1.9 %
AIB GROUP PLC 1.8 %
POLSKI KONCERN NAFTOWY SA 1.8 %
BAYERISCHE MOTOREN WERKE AG 1.8 %
ABB LTD. 1.7 %
Total 19.2 %

TOP COUNTRY EXPOSURE
BRITAIN 24.3 %
FRANCE 16.5 %
GERMANY 11.5 %
SWITZERLAND 8.4 %
ITALY 6.8 %
SWEDEN 5.9 %
DENMARK 5.2 %
FINLAND 4.5 %
POLAND 4.5 %
LUXEMBOURG 3.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
34.5% 34.5% 14.3% 10.8% 10.2%

Market Correlations
versus... Beta R-squared
S&P500 0.76 68%
MSCI EAFE 0.99 81%
MSCI Emg. Mkts. 0.76 55%

Technical Indicators
Recent close $51.40
30d moving avg. $50.03
Annualized volatility 12.4%
Short interest (ETF) 0.1%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 76
Turnover 2.0%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $4,257

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 435 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™: 8.0%


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
(%)
BBEU JPMorgan BetaBuilders Europe ETF 26.0 9 49 6.6 -1.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 25.6 25 33 6.7 -1.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 25.3 46 12 5.9 -2.1
FLEE Franklin FTSE Europe ETF 25.3 9 49 6.7 -1.3
DIVI Franklin International Core Dividend Tilt Index ETF 23.5 9 49 7.0 -1.0
FIVA Fidelity International Value Factor ETF 22.8 18 40 8.0 -0.0
DOL WisdomTree International LargeCap Dividend Fund 22.4 48 10 6.1 -1.9
IEV iShares Europe ETF 21.7 67 -9 6.3 -1.8
IVLU iShares MSCI Intl Value Factor ETF 21.2 30 28 8.6 +0.6
FLGB Franklin FTSE United Kingdom ETF 19.9 9 49 7.1 -1.0
DTH WisdomTree International High Dividend Fund 19.8 58 0 7.7 -0.4
VGK Vanguard FTSE Europe ETF 19.7 6 52 7.0 -1.1
JIRE JPMorgan International Research Enhanced Equity ETF 19.3 24 34 6.2 -1.8
IEUR iShares Core MSCI Europe ETF 19.1 11 47 6.8 -1.3
PPIE Putnam PanAgora ESG International Equity ETF 19.1 49 9 6.9 -1.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 19.0 45 13 6.1 -1.9
FENI Fidelity Enhanced International ETF 19.0 28 30 6.2 -1.8
SPEU SPDR Portfolio Europe ETF 18.9 7 51 6.9 -1.1
EZU iShares MSCI Eurozone ETF 18.7 52 6 6.1 -2.0
JHMD John Hancock Multifactor Developed International ETF 18.3 39 19 6.5 -1.5
IDOG ALPS International Sector Dividend Dogs ETF 18.2 50 8 9.7 +1.7
LVHI Franklin International Low Volatility High Dividend Index ET 18.2 40 18 7.8 -0.2
DWM WisdomTree International Equity Fund 17.9 48 10 5.9 -2.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 17.8 40 18 6.0 -2.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 17.7 36 22 5.8 -2.3
HFXI IQ FTSE International Equity Currency Neutral ETF 17.3 20 38 6.1 -1.9
GSID Goldman Sachs MarketBeta International Equity ETF 17.3 20 38 6.2 -1.8
EFV iShares MSCI EAFE Value ETF 17.3 34 24 8.0 -0.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 17.3 47 11 8.0 -0.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 17.2 20 38 5.9 -2.1
FEP First Trust Europe AlphaDEX Fund 16.7 80 -22 7.3 -0.7
NUDM Nuveen ESG International Developed Markets Equity ETF 16.7 31 27 6.0 -2.1
JHID John Hancock International High Dividend ETF 16.6 46 12 8.3 +0.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 16.2 25 33 6.5 -1.5
EWU iShares MSCI United Kingdom ETF 16.1 50 8 7.4 -0.6
IQDF FlexShares International Quality Dividend Index Fund 15.9 47 11 8.1 +0.1
INEQ Columbia International Equity Income ETF 15.8 45 13 7.9 -0.1
FKU First Trust United Kingdom AlphaDEX Fund 15.8 80 -22 7.7 -0.4
BKIE BNY Mellon International Equity ETF 15.7 4 54 6.3 -1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 15.7 45 13 7.3 -0.7
UIVM VictoryShares International Value Momentum ETF 15.3 35 23 8.7 +0.6
GCOW Pacer Global Cash Cows Dividend ETF 15.2 60 -2 9.2 +1.2
FNDF Schwab Fundamental International Large Co. Index ETF 15.1 25 33 8.0 -0.0
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 15.1 9 49 7.8 -0.2
EWQ iShares MSCI France ETF 14.9 53 5 6.8 -1.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 14.9 14 44 5.7 -2.3
RFDI First Trust Riverfront Dynamic Developed International ETF 14.9 83 -25 8.1 +0.1
ESGD iShares ESG Aware MSCI EAFE ETF 14.9 20 38 6.1 -1.9
DFIV Dimensional International Value ETF 14.8 27 31 8.2 +0.2
IQSI IQ Candriam International Equity ETF 14.7 15 43 5.9 -2.1
FEZ SPDR EURO STOXX 50 ETF 14.6 29 29 6.1 -1.9
QINT American Century Quality Diversified International ETF 14.6 39 19 7.0 -1.0
EUDG WisdomTree Europe Quality Dividend Growth Fund 14.5 58 0 6.7 -1.3
EUFN iShares MSCI Europe Financials ETF 14.4 51 7 7.7 -0.3
EFA iShares MSCI EAFE ETF 14.4 35 23 6.1 -1.9
IPKW Invesco International BuyBack Achievers ETF 14.3 55 3 8.4 +0.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 14.2 65 -7 8.1 +0.1
DWMF WisdomTree International Multifactor Fund 14.2 38 20 6.9 -1.1
IVSI Applied Finance IVS International LrgETF 14.2 65 -7 6.5 -1.5
VWID Virtus WMC International Dividend ETF 14.0 49 9 7.7 -0.3
STXI Strive International Developed Markets ETF 14.0 29 29 6.0 -2.0
FEUZ First Trust Eurozone AlphaDEX ETF 13.8 80 -22 7.1 -1.0
DTAN Sparkline International Intangible Value ETF 13.5 55 3 7.6 -0.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 13.5 30 28 6.3 -1.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 13.2 35 23 6.0 -2.0
JPIN J.P. Morgan Diversified Return International Equity ETF 13.2 37 21 7.4 -0.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 13.1 29 29 7.3 -0.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 12.9 20 38 6.0 -2.1
IDMO Invesco S&P International Developed Momentum ETF 12.6 25 33 5.6 -2.4
VYMI Vanguard International High Dividend Yield ETF 12.6 17 41 8.5 +0.5
FIDI Fidelity International High Dividend ETF 12.5 18 40 7.4 -0.6
IEFA iShares Core MSCI EAFE ETF 12.5 7 51 6.4 -1.6
IDV iShares International Select Dividend ETF 12.4 51 7 9.5 +1.4
INTF iShares International Equity Factor ETF 12.3 15 43 6.8 -1.2
SCHY Schwab International Dividend Equity ETF 12.2 14 44 8.5 +0.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 12.2 39 19 6.5 -1.5
IMFL Invesco International Developed Dynamic Multifactor ETF 11.9 34 24 5.5 -2.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 11.9 58 0 5.7 -2.3
DEW WisdomTree Global High Dividend Fund 11.6 58 0 7.6 -0.5
CIL VictoryShares International Volatility Wtd ETF 11.6 45 13 5.8 -2.3
AVIV Avantis International Large Cap Value ETF 11.5 25 33 7.3 -0.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 11.4 41 17 6.5 -1.5
SCHF Schwab International Equity ETF 11.4 6 52 6.4 -1.6
EFAV iShares MSCI EAFE Min Vol Factor ETF 11.3 22 36 5.7 -2.3
IQDG WisdomTree International Quality Dividend Growth Fund 11.2 42 16 6.0 -2.0
IDEV iShares Core MSCI International Developed Markets ETF 11.1 4 54 6.4 -1.6
IMTM iShares MSCI Intl Momentum Factor ETF 11.0 30 28 5.1 -3.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 11.0 39 19 7.4 -0.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 10.8 18 40 6.8 -1.2
SPDW SPDR Portfolio Developed World ex-US ETF 10.7 3 55 6.3 -1.7
FDEV Fidelity International Multifactor ETF 10.6 18 40 7.4 -0.7
DFAI Dimensional International Core Equity Market ETF 10.6 18 40 6.4 -1.7
VEA Vanguard FTSE Developed Markets ETF 10.5 3 55 6.4 -1.6
IGRO iShares International Dividend Growth ETF 10.3 15 43 7.1 -1.0
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 10.1 12 46 5.7 -2.4
FRGN Horizon International Equity ETF 10.1 75 -17 8.7 +0.6
PATN Pacer Nasdaq International Patent Leaders ETF 10.1 65 -7 4.9 -3.1
CGIE Capital Group International Equity ETF 9.9 54 4 4.9 -3.2
TPIF Timothy Plan International ETF 9.9 62 -4 5.8 -2.2
EUDV ProShares MSCI Europe Dividend Growers ETF 9.9 55 3 5.9 -2.1
EFAD ProShares MSCI EAFE Dividend Growers ETF 9.7 50 8 6.0 -2.1
IQLT iShares MSCI Intl Quality Factor ETF 9.6 30 28 5.8 -2.3
CWI SPDR MSCI ACWI ex-US ETF 9.6 30 28 6.9 -1.1
DWX SPDR S&P International Dividend ETF 9.5 45 13 6.9 -1.1
HEDJ WisdomTree Europe Hedged Equity Fund 9.5 58 0 6.4 -1.6
WWJD Inspire International ETF 9.2 80 -22 6.7 -1.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 9.0 24 34 7.2 -0.9
ACWX iShares MSCI ACWI ex U.S. ETF 8.9 34 24 6.8 -1.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 8.9 80 -22 5.6 -2.4
AVDE Avantis International Equity ETF 8.8 23 35 6.6 -1.4
VEU Vanguard FTSE All-World ex-US Index Fund 8.4 4 54 7.2 -0.8
FLGR Franklin FTSE Germany ETF 8.4 9 49 6.9 -1.1
AVSD Avantis Responsible International Equity ETF 8.3 23 35 6.4 -1.6
CLNR IQ Cleaner Transport ETF 8.3 45 13 3.9 -4.1
EFG iShares MSCI EAFE Growth ETF 8.3 36 22 4.0 -4.0
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 8.0 32 26 5.4 -2.6
DFIC Dimensional International Core Equity 2 ETF 8.0 23 35 6.6 -1.4
RCGE RockCreek Global Equality ETF 7.9 95 -37 6.5 -1.6
EFAS Global X MSCI SuperDividend EAFE ETF 7.9 57 1 7.7 -0.3
DGT State Street SPDR Global Dow ETF 7.8 50 8 6.1 -1.9
DAX Global X DAX Germany ETF 7.8 21 37 6.5 -1.5
ITOL Tema International Durable Quality ETF 7.8 60 -2 5.3 -2.7
VXUS Vanguard Total International Stock ETF 7.7 5 53 7.1 -0.9
IXUS iShares Core MSCI Total International Stock ETF 7.7 7 51 7.0 -1.0
DSTX Distillate International Fundamental Stability & Value ETF 7.7 55 3 6.8 -1.2
OCEN IQ Clean Oceans ETF 7.6 45 13 4.5 -3.5
OEFA ALPS O’Shares International Developed Quality Dividend ETF 7.4 48 10 4.6 -3.5
EWG iShares MSCI Germany ETF 7.2 50 8 6.3 -1.7
DXIV Dimensional International Vector Equity ETF 7.1 34 24 6.9 -1.1
FGM First Trust Germany AlphaDEX Fund 7.1 80 -22 5.3 -2.7
DFSI Dimensional International Sustainability Core 1 ETF 7.0 24 34 5.9 -2.1
AIVI WisdomTree International AI Enhanced Value Fund 7.0 58 0 6.6 -1.4
EXI iShares Global Industrials ETF 6.9 42 16 3.7 -4.3
EWI iShares MSCI Italy ETF 6.8 50 8 11.4 +3.3
VIGI Vanguard International Dividend Appreciation ETF 6.7 10 48 6.4 -1.7
DIHP Dimensional International High Profitability ETF 6.7 29 29 6.0 -2.0
DMXF iShares ESG Advanced MSCI EAFE ETF 6.6 12 46 5.4 -2.7
VIDI Vident International Equity Strategy ETF 6.6 61 -3 8.9 +0.9
GVAL Cambria Global Value ETF 6.5 68 -10 9.6 +1.6
IDHQ Invesco S&P International Developed High Quality ETF 6.5 29 29 5.8 -2.2
OSEA Harbor International Compounders ETF 6.5 55 3 4.4 -3.7
DIM WisdomTree International MidCap Dividend Fund 6.5 58 0 6.6 -1.4
TTAI FCF International Quality ETF 6.3 59 -1 6.6 -1.4
GNR SPDR S&P Global Natural Resources ETF 6.1 40 18 8.5 +0.5
VSGX Vanguard ESG International Stock ETF 6.1 10 48 7.2 -0.8
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 6.0 60 -2 3.4 -4.6
FID First Trust S&P International Dividend Aristocrats ETF 6.0 60 -2 8.2 +0.2
FLSW Franklin FTSE Switzerland ETF 6.0 9 49 6.0 -2.0
FYLD Cambria Foreign Shareholder Yield ETF 6.0 59 -1 10.6 +2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 6.0 42 16 4.6 -3.5
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 5.9 65 -7 4.5 -3.5
ROBO ROBO Global Robotics & Automation Index ETF 5.9 95 -37 2.8 -5.2
ICPY Tweedy, Browne International Insider Value ETF 5.9 80 -22 22.8 +14.8
MXI iShares Global Materials ETF 5.9 41 17 6.4 -1.6
PIEL Pacer International Export Leaders ETF 5.8 60 -2 4.6 -3.4
EWD iShares MSCI Sweden ETF 5.7 54 4 5.3 -2.7
RGEF Rockefeller Global Equity ETF 5.7 55 3 4.2 -3.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 5.6 56 2 10.1 +2.1
EPOL iShares MSCI Poland ETF 5.6 59 -1 9.9 +1.9
MOTG VanEck Morningstar Global Wide Moat ETF 5.6 52 6 7.9 -0.1
CZAR Themes Natural Monopoly ETF 5.6 35 23 5.5 -2.5
OAIM OneAscent International Equity ETF 5.5 95 -37 5.0 -3.0
DIVS SmartETFs Dividend Builder ETF 5.4 65 -7 4.7 -3.3
WDIV SPDR S&P Global Dividend ETF 5.4 40 18 9.6 +1.6
FDT First Trust Developed Markets ex-US AlphaDEX Fund 5.3 80 -22 7.2 -0.8
IPAV Global X Infrastructure Development ex-U.S. ETF 5.3 55 3 6.2 -1.8
IXG iShares Global Financials ETF 5.3 42 16 6.7 -1.3
EDEN iShares MSCI Denmark ETF 5.2 53 5 7.0 -1.0
XT iShares Exponential Technologies ETF 5.2 46 12 4.5 -3.6
IMOM Alpha Architect International Quantitative Momentum ETF 5.2 49 9 4.5 -3.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 5.1 30 28 6.8 -1.2
IDLV Invesco S&P International Developed Low Volatility ETF 5.1 25 33 6.4 -1.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.1 65 -7 8.1 +0.1
KOCG FIS Knights of Columbus Global Belief ETF 5.0 75 -17 4.3 -3.7
WLDR Affinity World Leaders Equity ETF 5.0 67 -9 6.7 -1.3
SAGP Strategas Global Policy Opportunities ETF 5.0 65 -7 4.9 -3.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.9 46 12 7.7 -0.4
UMMA Wahed Dow Jones Islamic World ETF 4.9 65 -7 4.1 -3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 4.9 9 49 4.8 -3.2
PRNT 3D Printing ETF 4.8 66 -8 1.5 -6.5
GLOF iShares Global Equity Factor ETF 4.7 20 38 6.1 -2.0
QWLD SPDR MSCI World StrategicFactors ETF 4.7 30 28 5.4 -2.6
BINV Brandes International ETF 4.7 70 -12 9.0 +0.9
PICK iShares MSCI Global Metals & Mining Producers ETF 4.7 39 19 9.1 +1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.7 25 33 5.9 -2.1
BLES Inspire Global Hope ETF 4.6 61 -3 6.2 -1.8
COPY Tweedy, Browne Insider + Value ETF 4.5 80 -22 16.1 +8.1
CGGO Capital Group Global Growth Equity ETF 4.4 47 11 4.6 -3.4
VCLN Virtus Duff & Phelps Clean Energy ETF 4.4 59 -1 2.7 -5.3
GEW Cambria Global EW ETF 4.3 29 29 5.7 -2.3
WRND IQ Global Equity R&D Leaders ETF 4.3 18 40 4.4 -3.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.2 45 13 -0.9 -9.0
IOO iShares Global 100 ETF 4.2 41 17 4.3 -3.8
IXC iShares Global Energy ETF 4.2 44 14 7.0 -1.0
JXI iShares Global Utilities ETF 4.1 43 15 5.1 -2.9
FDD First Trust Stoxx European Select Dividend Index Fund 4.0 58 0 10.7 +2.7
TOK iShares MSCI Kokusai ETF 4.0 26 32 4.7 -3.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.9 65 -7 1.6 -6.4
HUMN Roundhill Humanoid Robotics ETF 3.9 75 -17 1.4 -6.6
MOTI VanEck Morningstar International Moat ETF 3.9 58 0 9.9 +1.9
SHLD Global X Defense Tech ETF 3.8 50 8 2.5 -5.5
GDFN Tema International Defense Innov ETF 3.8 75 -17 2.6 -5.4
URTH iShares MSCI World ETF 3.7 24 34 4.7 -3.3
MOTO SmartETFs Smart Transportation & Technology ETF 3.7 68 -10 6.1 -1.9
FBOT Fidelity Disruptive Automation ETF 3.7 50 8 3.2 -4.8
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.7 75 -17 6.2 -1.8
NATO Themes Transatlantic Defense ETF 3.7 35 23 1.8 -6.2
SUPL ProShares Supply Chain Logistics ETF 3.6 58 0 8.3 +0.3
CGDG Capital Group Dividend Growers ETF 3.6 47 11 5.4 -2.7
IXJ iShares Global Healthcare ETF 3.6 42 16 6.4 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.5 9 49 5.3 -2.7
KNO AXS Knowledge Leaders ETF 3.4 78 -20 4.7 -3.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.4 47 11 5.1 -2.9
ACWI iShares MSCI ACWI ETF 3.3 32 26 5.1 -2.9
EV Mast Global Battery Recycling & Production ETF 3.3 65 -7 6.2 -1.8
KLMT Invesco MSCI Global Climate 500 ETF 3.3 10 48 5.4 -2.6
EIRL iShares MSCI Ireland ETF 3.2 50 8 7.9 -0.1
FICS First Trust International Developed Capital Strength ETF 3.1 70 -12 7.0 -1.0
VT Vanguard Total World Stock ETF 3.0 6 52 5.4 -2.6
FPAG FPA Global Equity ETF 3.0 49 9 6.3 -1.7
EFNL iShares MSCI Finland ETF 3.0 56 2 6.3 -1.7
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.0 80 -22 3.8 -4.2
CGXU Capital Group International Focus Equity ETF 3.0 54 4 4.3 -3.7
ISHP First Trust Nasdaq Retail ETF 2.9 60 -2 5.4 -2.7
GINN Goldman Sachs Innovate Equity ETF 2.9 52 6 4.1 -3.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.8 58 0 3.8 -4.2
EWL iShares MSCI Switzerland ETF 2.8 50 8 5.8 -2.2
CCNR ALPS CoreCommodity Natural Resources ETF 2.8 39 19 8.3 +0.3
DFNL Davis Select Financial ETF 2.7 63 -5 7.9 -0.1
IBAT iShares Energy Storage & Materials ETF 2.7 47 11 2.1 -6.0
AGQI First Trust Active Global Quality Income ETF 2.6 85 -27 6.7 -1.3
BKCI BNY Mellon Concentrated International ETF 2.6 80 -22 5.2 -2.9
DVYE iShares Emerging Markets Dividend ETF 2.6 49 9 17.7 +9.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.4 20 38 5.1 -2.9
ERTH Invesco MSCI Sustainable Future ETF 2.4 62 -4 3.1 -4.9
FSZ First Trust Switzerland AlphaDEX Fund 2.4 80 -22 5.3 -2.8
CGV Conductor Global Equity Value ETF 2.3 130 -72 7.9 -0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.3 12 46 4.8 -3.2
BMED Future Health ETF 2.3 85 -27 1.2 -6.8
POW VistaShares Electrification Supercycle ETF 2.3 75 -17 2.4 -5.6
HART IQ Healthy Hearts ETF 2.3 45 13 5.7 -2.3
KXI iShares Global Consumer Staples ETF 2.2 41 17 5.4 -2.7
IVAL Alpha Architect International Quantitative Value ETF 2.2 49 9 8.0 -0.0
AGNG Global X Aging Population ETF 2.2 50 8 4.3 -3.7
AQLT iShares MSCI Global Quality Factor ETF 2.2 18 40 0.0 -8.0
SHPP Pacer Industrials and Logistics ETF 2.1 60 -2 7.4 -0.6
IQRA IQ CBRE Real Assets ETF 2.1 65 -7 6.0 -2.0
IDNA iShares Genomics Immunology and Healthcare ETF 2.1 47 11 -0.3 -8.3
GMET VanEck Green Metals ETF 2.0 63 -5 0.6 -7.4
COPX Global X Copper Miners ETF 2.0 65 -7 4.7 -3.3
ICOP iShares Copper and Metals Mining ETF 2.0 47 11 6.3 -1.7
COPA Themes Copper Miners ETF 2.0 35 23 3.7 -4.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.9 85 -27 2.8 -5.3
JGLO JPMorgan Global Select Equity ETF 1.9 33 25 4.5 -3.5
CARZ First Trust NASDAQ Global Auto Index Fund 1.8 70 -12 3.2 -4.8
NORW Global X MSCI Norway ETF 1.8 50 8 7.8 -0.2
ENOR iShares MSCI Norway ETF 1.8 53 5 7.9 -0.1
EMDM First Trust Bloomberg Emerging Market Democracies ETF 1.8 75 -17 7.2 -0.8
CRAK VanEck Oil Refiners ETF 1.8 61 -3 9.3 +1.3
JDOC JPMorgan Healthcare Leaders ETF 1.8 65 -7 3.6 -4.4
IBOT Vaneck Robotics ETF 1.8 47 11 3.8 -4.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.8 72 -14 2.3 -5.8
JIG JPMorgan International Growth ETF 1.7 55 3 3.9 -4.1
DINT Davis Select International ETF 1.7 55 3 6.5 -1.6
BOAT SonicShares Global Shipping ETF 1.7 69 -11 21.6 +13.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.7 68 -10 2.6 -5.4
GSIB Themes Global Systemically Important Banks ETF 1.6 35 23 9.7 +1.7
DEM WisdomTree Emerging Markets High Dividend Fund 1.6 63 -5 11.2 +3.2
AIQ Global X Artificial Intelligence & Technology ETF 1.5 68 -10 3.5 -4.5
AVRE Avantis Real Estate ETF 1.5 17 41 7.2 -0.8
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 1.5 10 48 8.4 +0.4
IFGL iShares International Developed Real Estate ETF 1.5 48 10 7.3 -0.7
RWX SPDR Dow Jones International Real Estate ETF 1.5 59 -1 7.2 -0.8
VGSR Vert Global Sustainable Real Estate ETF 1.5 47 11 7.5 -0.6
DRNZ REX Drone ETF 1.5 65 -7 -1.6 -9.6
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.5 12 46 8.6 +0.6
SDG iShares MSCI Global Sustainable Development Goals ETF 1.5 49 9 4.9 -3.1
HAP VanEck Natural Resources ETF 1.5 50 8 6.8 -1.2
FRNW Fidelity Clean Energy ETF 1.4 39 19 2.0 -6.0
ICLN iShares Global Clean Energy ETF 1.4 41 17 2.0 -6.0
NETZ TCW Transform Systems ETF 1.4 75 -17 1.6 -6.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.4 79 -21 4.2 -3.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 13 2.7 -5.3
SNSR Global X Internet of Things ETF 1.4 68 -10 4.3 -3.7
ARTY iShares Future AI & Tech ETF 1.4 47 11 3.5 -4.5
VOLT Tema Electrification ETF 1.4 75 -17 2.7 -5.3
TCAI Tortoise AI Infrastructure ETF 1.4 65 -7 1.7 -6.3
EIPI FT Energy Income Partners Enhanced Income ETF 1.4 110 -52 5.2 -2.8
DIVY Sound Equity Dividend Income ETF 1.4 45 13 8.5 +0.5
NDIV Amplify Natural Resources Dividend Income ETF 1.4 59 -1 10.8 +2.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.4 49 9 8.3 +0.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.4 65 -7 5.3 -2.7
FEOE First Eagle Overseas Equity ETF 1.4 79 -21 6.5 -1.5
GGME Invesco Next Gen Media and Gaming ETF 1.4 60 -2 5.1 -3.0
EBLU Ecofin Global Water ESG Fund 1.4 40 18 4.6 -3.4
CGW Invesco S&P Global Water Index ETF 1.4 57 1 4.5 -3.5
PIO Invesco Global Water ETF 1.4 75 -17 4.4 -3.6
EVX VanEck Environmental Services ETF 1.4 55 3 4.1 -3.9
EFRA iShares Environmental Infrastructure and Industrials ETF 1.4 47 11 5.1 -3.0
TBLU Tortoise Global Water ESG ETF 1.4 40 18 4.5 -3.5
DFIS Dimensional International Small Cap ETF 1.4 39 19 6.5 -1.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.3 42 16 4.3 -3.7
NUKZ Range Nuclear Renaissance Index ETF 1.3 85 -27 1.3 -6.7
NLR VanEck Uranium+Nuclear Energy ETF 1.3 61 -3 1.5 -6.5
TNUK Tortoise Nuclear Renaissance ETF 1.3 75 -17 0.7 -7.3
TRFK Pacer Data and Digital Revolution ETF 1.3 60 -2 2.9 -5.2
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.3 95 -37 10.9 +2.9
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 -12 7.2 -0.8
FPXI First Trust International Equity Opportunities ETF 1.3 70 -12 4.4 -3.6
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 4 10.1 +2.1
RWO SPDR Dow Jones Global Real Estate ETF 1.3 50 8 6.7 -1.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.2 20 38 5.8 -2.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.2 46 12 5.1 -2.9
ANEW ProShares MSCI Transformational Changes ETF 1.2 45 13 4.7 -3.3
REET iShares Global REIT ETF 1.2 14 44 7.4 -0.6
ARKX ARK Space Exploration & Innovation ETF 1.2 75 -17 0.1 -8.0
CIBR First Trust NASDAQ Cybersecurity ETF 1.2 60 -2 4.7 -3.3
JEDI Defiance Drone and Modern Warfare ETF 1.2 69 -11 1.3 -6.8
DISV Dimensional International Small Cap Value ETF 1.2 42 16 8.7 +0.7
DFGR Dimensional Global Real Estate ETF 1.2 22 36 7.5 -0.6
FEM First Trust Emerging Markets AlphaDEX Fund 1.2 80 -22 9.4 +1.4
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.1 86 -28 0.3 -7.8
EBIZ Global X E-Commerce ETF 1.1 50 8 4.7 -3.3
DTEC ALPS Disruptive Technologies ETF 1.1 50 8 3.8 -4.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.1 70 -12 4.3 -3.7
WDNA WisdomTree BioRevolution Fund 1.1 45 13 -2.4 -10.4
CANC Tema Oncology ETF 1.1 75 -17 -2.5 -10.5
HRTS Tema Heart & Health ETF 1.1 75 -17 3.0 -5.0
ERET iShares Environmentally Aware Real Estate ETF 1.1 30 28 7.2 -0.9
TOKE Cambria Cannabis ETF 1.1 42 16 1.0 -7.0
FDFF Fidelity Disruptive Finance ETF 1.1 50 8 5.7 -2.4
EIPX FT Energy Income Partners Strategy ETF 1.1 95 -37 5.7 -2.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.1 20 38 4.4 -3.6
CLOD Themes Cloud Computing ETF 1.0 35 23 3.5 -4.5
ION ProShares S&P Global Core Battery Metals ETF 1.0 58 0 6.0 -2.1
BNGE First Trust S-Network Streaming and Gaming ETF 1.0 70 -12 3.0 -5.1
BJK VanEck Gaming ETF 1.0 65 -7 4.3 -3.7
BETZ Roundhill Sports Betting & iGaming ETF 1.0 75 -17 3.5 -4.5
ODDS Pacer BlueStar Digital Entertainment ETF 1.0 60 -2 4.5 -3.5
ISCF iShares International SmallCap Equity Factor ETF 1.0 23 35 7.6 -0.4
CRTC Xtrackers US National Critical Technologies ETF 1.0 35 23 4.4 -3.7
PID Invesco International Dividend Achievers ETF 1.0 53 5 4.2 -3.8
RXI iShares Global Consumer Discretionary ETF 1.0 41 17 8.3 +0.2
FAN First Trust Global Wind Energy ETF 0.9 60 -2 2.9 -5.1
SMOG VanEck Low Carbon Energy ETF 0.9 61 -3 1.3 -6.7
IGF iShares Global Infrastructure ETF 0.9 41 17 4.2 -3.8
GII SPDR S&P Global Infrastructure ETF 0.9 40 18 4.2 -3.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 26 5.4 -2.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 43 4.5 -3.5
FEGE First Eagle Global Equity ETF 0.9 79 -21 6.3 -1.7
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 -7 3.8 -4.2
UFO Procure Space ETF 0.9 75 -17 0.0 -8.0
AIRL Themes Airlines ETF 0.9 35 23 1.6 -6.4
JETS U.S. Global Jets ETF 0.9 60 -2 2.8 -5.2
PBD Invesco Global Clean Energy ETF 0.8 75 -17 0.3 -7.7
EWP iShares MSCI Spain ETF 0.8 50 8 6.4 -1.7
GQRE FlexShares Global Quality Real Estate Index Fund 0.8 45 13 7.7 -0.3
BLDG Cambria Global Real Estate ETF 0.8 60 -2 11.8 +3.8
ROAM Hartford Multifactor Emerging Markets ETF 0.8 44 14 8.3 +0.3
AIS VistaShares Artificial Intelligence Supercycle ETF 0.7 75 -17 1.8 -6.2
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.7 60 -2 5.8 -2.2
INDS Pacer Industrial Real Estate ETF 0.7 55 3 6.6 -1.4
REAI Intelligent Real Estate ETF 0.7 59 -1 6.0 -2.0
KNCT Invesco Next Gen Connectivity ETF 0.7 40 18 3.9 -4.1
TOLL Tema Durable Quality ETF 0.7 75 -17 4.3 -3.7
LCLG Logan Capital Broad Innovative Growth ETF 0.7 99 -41 3.3 -4.7
EMMF WisdomTree Emerging Markets Multifactor Fund 0.7 48 10 9.2 +1.2
FDNI First Trust Dow Jones International Internet ETF 0.7 65 -7 23.1 +15.1
LDEM iShares ESG MSCI EM Leaders ETF 0.7 17 41 12.8 +4.7
ESGE iShares ESG Aware MSCI EM ETF 0.7 25 33 9.1 +1.1
IBUY Amplify Online Retail ETF 0.7 65 -7 2.4 -5.6
IXP iShares Global Comm Services ETF 0.6 42 16 5.7 -2.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 19 7.2 -0.8
FRDM Freedom 100 Emerging Markets ETF 0.6 49 9 6.3 -1.7
DFEV Dimensional Emerging Markets Value ETF 0.6 43 15 10.5 +2.5
XC WisdomTree Emerging Markets Ex-China Fund 0.6 32 26 6.5 -1.5
IGPT Invesco AI and Next Gen Software ETF 0.6 60 -2 3.6 -4.4
GINX SGI Enhanced Global Income ETF 0.6 98 -40 7.1 -0.9
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.6 35 23 12.0 +4.0
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 13 9.9 +1.9
NXTG First Trust Indxx NextG ETF 0.6 70 -12 4.8 -3.2
PCGG Polen Capital Global Growth ETF 0.6 85 -27 4.0 -4.0
AVES Avantis Emerging Markets Value ETF 0.5 36 22 9.5 +1.5
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 0 8.7 +0.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.5 86 -28 12.1 +4.1
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 29 29 8.1 +0.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.5 33 25 7.0 -1.1
FVD First Trust Value Line Dividend Index Fund 0.5 65 -7 5.8 -2.2
BYRE Principal Real Estate Active Opportunities ETF 0.4 65 -7 7.4 -0.6
RNEM First Trust Emerging Markets Equity Select ETF 0.4 75 -17 8.2 +0.1
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -31 4.8 -3.2
IXN iShares Global Tech ETF 0.4 41 17 3.4 -4.6
SCHC Schwab International Small-Cap Equity ETF 0.4 11 47 6.9 -1.1
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 33 5.8 -2.2
STXE Strive Emerging Markets Ex-China ETF 0.3 32 26 6.1 -1.9
XCNY SPDR S&P Emerging Markets ex-China ETF 0.3 15 43 6.2 -1.8
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 16 7.2 -0.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 8 5.6 -2.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 50 6.7 -1.3
EEM iShares MSCI Emerging Markets ETF 0.3 69 -11 8.7 +0.7
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.3 53 5 5.8 -2.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 28 8.4 +0.4
AVEM Avantis Emerging Markets Equity ETF 0.3 33 25 7.8 -0.2
JHEM John Hancock Multifactor Emerging Markets ETF 0.3 49 9 8.3 +0.3
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 49 9.0 +1.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -8 8.0 -0.0
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 23 7.7 -0.4
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 10.1 +2.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 26 8.2 +0.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 20 7.6 -0.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 8 8.9 +0.9
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 6.1 -1.9
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -30 8.9 +0.9
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.2 42 16 8.0 -0.0
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 42 7.6 -0.5
QUVU Hartford Quality Value ETF 0.2 46 12 6.0 -2.1
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 33 9.9 +1.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 13 8.9 +0.9
XCEM Columbia EM Core ex-China ETF 0.2 16 42 5.7 -2.4
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -12 6.7 -1.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 9 6.4 -1.7
AVDV Avantis International Small Cap Value ETF 0.1 36 22 8.3 +0.3
AVDS Avantis International Small Cap Equity ETF 0.1 30 28 6.4 -1.6
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 18 6.5 -1.5
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 22 6.6 -1.4
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 17 5.4 -2.6
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 17 7.4 -0.6
APIE ActivePassive International Equity ETF 0.1 45 13 6.9 -1.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 25 7.5 -0.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.1 30 28 8.8 +0.8
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 25 7.4 -0.6
WSML iShares MSCI World Small-Cap ETF 0.0 15 43 5.8 -2.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 37 3.2 -4.8
DWLD Davis Select Worldwide ETF 0.0 63 -5 7.1 -0.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -7 0.0 -8.0

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

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.6 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 8.0 %
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.