WisdomTree Europe Hedged SmallCap Equity Fund
ALTAR
Score™		 7.2% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 15.1x P/Sales
ratio		 1.0x
P/BV
ratio		 1.5x Div.
yield		 3.7%


  • 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) $281
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 78
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
GLENCORE INTERNATIONAL PLC 2.6 %
ENI SPA 2.4 %
POLSKI KONCERN NAFTOWY SA 2.3 %
ARCELORMITTAL SA 2.1 %
NOKIA OYJ 2.0 %
TOTAL SA 1.9 %
ABB LTD. 1.8 %
A.P. MOLLER - MAERSK A/S CLASS B 1.8 %
THYSSENKRUPP AG 1.7 %
HEXAGON AB-B SHS 1.7 %
Total 20.2 %

TOP COUNTRY EXPOSURE
BRITAIN 21.2 %
FRANCE 16.0 %
GERMANY 9.0 %
SWITZERLAND 8.8 %
ITALY 7.2 %
POLAND 5.0 %
SWEDEN 5.0 %
DENMARK 5.0 %
FINLAND 4.8 %
LUXEMBOURG 3.5 %

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.
1.5% 23.2% 12.4% 11.3% 10.1%

Market Correlations
versus... Beta R-squared
S&P500 0.82 69%
MSCI EAFE 0.96 81%
MSCI Emg. Mkts. 0.70 56%

Technical Indicators
Recent close $57.37
30d moving avg. $54.06
Annualized volatility 12.4%
Short interest (ETF) 0.1%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 26
Turnover 0.5%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $4,257

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 432 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™: 7.2%


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 25.2 9 49 6.1 -1.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 25.0 25 33 6.2 -1.0
FLEE Franklin FTSE Europe ETF 24.5 9 49 6.1 -1.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 24.5 46 12 5.5 -1.7
FIVA Fidelity International Value Factor ETF 22.5 18 40 7.4 +0.2
DIVI Franklin International Core Dividend Tilt Index ETF 22.4 9 49 6.5 -0.7
IEV iShares Europe ETF 22.4 67 -9 5.7 -1.5
IVLU iShares MSCI Intl Value Factor ETF 22.0 30 28 8.0 +0.8
VGK Vanguard FTSE Europe ETF 20.3 6 52 6.4 -0.8
DOL WisdomTree International LargeCap Dividend Fund 20.3 48 10 5.7 -1.5
IEUR iShares Core MSCI Europe ETF 19.8 11 47 6.2 -1.0
SPEU SPDR Portfolio Europe ETF 19.4 7 51 6.3 -0.8
IDOG ALPS International Sector Dividend Dogs ETF 18.8 50 8 9.0 +1.9
EZU iShares MSCI Eurozone ETF 18.6 52 6 5.5 -1.6
JIRE JPMorgan International Research Enhanced Equity ETF 18.6 24 34 5.7 -1.4
FENI Fidelity Enhanced International ETF 18.6 28 30 5.7 -1.4
EFV iShares MSCI EAFE Value ETF 18.2 34 24 7.4 +0.3
DTH WisdomTree International High Dividend Fund 18.2 58 0 7.2 +0.0
PPIE Putnam PanAgora ESG International Equity ETF 18.1 49 9 6.3 -0.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 18.0 45 13 5.6 -1.6
FLGB Franklin FTSE United Kingdom ETF 17.6 9 49 6.6 -0.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 17.3 36 22 5.4 -1.8
JHMD John Hancock Multifactor Developed International ETF 17.2 39 19 6.0 -1.1
HFXI IQ FTSE International Equity Currency Neutral ETF 16.9 20 38 5.7 -1.5
GSID Goldman Sachs MarketBeta International Equity ETF 16.9 20 38 5.8 -1.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 16.8 20 38 5.4 -1.7
LVHI Franklin International Low Volatility High Dividend Index ET 16.8 40 18 7.5 +0.3
FEP First Trust Europe AlphaDEX Fund 16.5 80 -22 6.7 -0.5
GCOW Pacer Global Cash Cows Dividend ETF 16.5 60 -2 9.1 +2.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 16.4 40 18 5.6 -1.6
DWM WisdomTree International Equity Fund 16.3 48 10 5.5 -1.7
FNDF Schwab Fundamental International Large Co. Index ETF 16.1 25 33 7.5 +0.3
EWU iShares MSCI United Kingdom ETF 16.1 50 8 6.9 -0.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 16.1 47 11 7.3 +0.1
JHID John Hancock International High Dividend ETF 16.0 46 12 7.8 +0.7
NUDM Nuveen ESG International Developed Markets Equity ETF 15.9 31 27 5.5 -1.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 15.8 25 33 6.0 -1.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 15.8 45 13 6.8 -0.3
RFDI First Trust Riverfront Dynamic Developed International ETF 15.8 83 -25 7.6 +0.4
DFIV Dimensional International Value ETF 15.7 27 31 7.7 +0.5
FKU First Trust United Kingdom AlphaDEX Fund 15.6 80 -22 6.9 -0.2
BKIE BNY Mellon International Equity ETF 15.3 4 54 5.9 -1.2
ESGD iShares ESG Aware MSCI EAFE ETF 15.3 20 38 5.7 -1.5
IQDF FlexShares International Quality Dividend Index Fund 15.1 47 11 7.6 +0.4
UIVM VictoryShares International Value Momentum ETF 15.1 35 23 8.1 +1.0
EWQ iShares MSCI France ETF 14.9 53 5 6.3 -0.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 14.9 65 -7 7.7 +0.6
INEQ Columbia International Equity Income ETF 14.7 45 13 7.5 +0.4
EFA iShares MSCI EAFE ETF 14.7 35 23 5.6 -1.5
QINT American Century Quality Diversified International ETF 14.5 39 19 6.5 -0.7
FEZ SPDR EURO STOXX 50 ETF 14.2 29 29 5.6 -1.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 14.1 14 44 5.3 -1.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 14.1 30 28 5.9 -1.2
STXI Strive International Developed Markets ETF 14.1 29 29 6.2 -1.0
FEUZ First Trust Eurozone AlphaDEX ETF 13.9 80 -22 6.4 -0.8
DTAN Sparkline International Intangible Value ETF 13.9 55 3 7.1 -0.1
IQSI IQ Candriam International Equity ETF 13.6 15 43 5.5 -1.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 13.6 9 49 7.5 +0.3
IVSI Applied Finance IVS International LrgETF 13.4 65 -7 5.9 -1.2
VYMI Vanguard International High Dividend Yield ETF 13.3 17 41 7.9 +0.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 13.2 20 38 5.5 -1.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 13.2 35 23 5.6 -1.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 13.0 29 29 6.9 -0.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 12.9 58 0 6.2 -1.0
VWID Virtus WMC International Dividend ETF 12.8 49 9 7.2 +0.1
INTF iShares International Equity Factor ETF 12.8 15 43 6.3 -0.8
IPKW Invesco International BuyBack Achievers ETF 12.8 55 3 7.9 +0.8
IEFA iShares Core MSCI EAFE ETF 12.8 7 51 5.9 -1.2
JPIN J.P. Morgan Diversified Return International Equity ETF 12.6 37 21 6.9 -0.2
EUFN iShares MSCI Europe Financials ETF 12.6 51 7 6.8 -0.3
DWMF WisdomTree International Multifactor Fund 12.5 38 20 6.6 -0.6
FIDI Fidelity International High Dividend ETF 12.1 18 40 7.1 -0.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 12.0 22 36 5.5 -1.7
SCHY Schwab International Dividend Equity ETF 11.8 14 44 8.1 +1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 11.8 39 19 6.1 -1.1
IDV iShares International Select Dividend ETF 11.7 51 7 8.9 +1.7
SCHF Schwab International Equity ETF 11.4 6 52 5.9 -1.2
IDMO Invesco S&P International Developed Momentum ETF 11.3 25 33 5.1 -2.1
IDEV iShares Core MSCI International Developed Markets ETF 11.3 4 54 5.9 -1.3
CIL VictoryShares International Volatility Wtd ETF 11.2 45 13 5.8 -1.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 11.2 41 17 6.1 -1.1
IMTM iShares MSCI Intl Momentum Factor ETF 11.1 30 28 4.6 -2.6
IMFL Invesco International Developed Dynamic Multifactor ETF 10.9 34 24 5.1 -2.0
DFAI Dimensional International Core Equity Market ETF 10.9 18 40 5.9 -1.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 10.9 39 19 6.9 -0.3
SPDW SPDR Portfolio Developed World ex-US ETF 10.9 3 55 5.8 -1.4
AIVI WisdomTree International AI Enhanced Value Fund 10.8 58 0 6.1 -1.0
VEA Vanguard FTSE Developed Markets ETF 10.7 3 55 5.9 -1.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 10.5 18 40 6.3 -0.8
PATN Pacer Nasdaq International Patent Leaders ETF 10.4 65 -7 4.5 -2.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 10.4 12 46 5.2 -2.0
IQDG WisdomTree International Quality Dividend Growth Fund 10.3 42 16 5.6 -1.6
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 10.3 58 0 5.3 -1.9
DEW WisdomTree Global High Dividend Fund 10.3 58 0 7.3 +0.1
DWX SPDR S&P International Dividend ETF 10.0 45 13 6.6 -0.5
FRGN Horizon International Equity ETF 10.0 75 -17 8.0 +0.8
IQLT iShares MSCI Intl Quality Factor ETF 9.9 30 28 5.3 -1.9
IGRO iShares International Dividend Growth ETF 9.8 15 43 6.6 -0.5
CWI SPDR MSCI ACWI ex-US ETF 9.7 30 28 6.4 -0.8
FDEV Fidelity International Multifactor ETF 9.7 18 40 7.0 -0.2
EUDV ProShares MSCI Europe Dividend Growers ETF 9.6 55 3 5.4 -1.8
TPIF Timothy Plan International ETF 9.6 62 -4 5.4 -1.7
AVIV Avantis International Large Cap Value ETF 9.5 25 33 6.8 -0.3
CGIE Capital Group International Equity ETF 9.4 54 4 4.5 -2.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 9.3 50 8 5.5 -1.7
ACWX iShares MSCI ACWI ex U.S. ETF 9.0 34 24 6.3 -0.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 9.0 80 -22 5.3 -1.9
HEDJ WisdomTree Europe Hedged Equity Fund 8.8 58 0 5.9 -1.2
RCGE RockCreek Global Equality ETF 8.7 95 -37 5.9 -1.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 8.6 24 34 6.7 -0.4
VEU Vanguard FTSE All-World ex-US Index Fund 8.6 4 54 6.7 -0.5
WWJD Inspire International ETF 8.6 80 -22 6.0 -1.1
EFAS Global X MSCI SuperDividend EAFE ETF 8.5 57 1 7.2 +0.1
DSTX Distillate International Fundamental Stability & Value ETF 8.4 55 3 6.3 -0.9
AVDE Avantis International Equity ETF 8.3 23 35 6.1 -1.1
EFG iShares MSCI EAFE Growth ETF 8.3 36 22 3.7 -3.5
DGT State Street SPDR Global Dow ETF 8.2 50 8 5.7 -1.4
DFIC Dimensional International Core Equity 2 ETF 8.2 23 35 6.1 -1.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 8.1 32 26 5.2 -2.0
VXUS Vanguard Total International Stock ETF 8.0 5 53 6.6 -0.6
IXUS iShares Core MSCI Total International Stock ETF 7.8 7 51 6.5 -0.7
AVSD Avantis Responsible International Equity ETF 7.8 23 35 5.8 -1.3
CLNR IQ Cleaner Transport ETF 7.7 45 13 3.9 -3.3
OCEN IQ Clean Oceans ETF 7.4 45 13 4.5 -2.6
DXIV Dimensional International Vector Equity ETF 7.3 34 24 6.4 -0.7
GNR SPDR S&P Global Natural Resources ETF 7.2 40 18 8.1 +0.9
FYLD Cambria Foreign Shareholder Yield ETF 7.2 59 -1 10.1 +3.0
EWI iShares MSCI Italy ETF 7.2 50 8 10.3 +3.1
DFSI Dimensional International Sustainability Core 1 ETF 7.1 24 34 5.5 -1.7
ITOL Tema International Durable Quality ETF 7.0 60 -2 4.8 -2.3
DIHP Dimensional International High Profitability ETF 7.0 29 29 5.6 -1.6
OEFA ALPS O’Shares International Developed Quality Dividend ETF 6.9 48 10 4.6 -2.6
EWG iShares MSCI Germany ETF 6.7 50 8 5.7 -1.4
VIDI Vident International Equity Strategy ETF 6.7 61 -3 8.2 +1.1
DAX Global X DAX Germany ETF 6.6 21 37 6.0 -1.1
FLGR Franklin FTSE Germany ETF 6.6 9 49 6.4 -0.8
DMXF iShares ESG Advanced MSCI EAFE ETF 6.6 12 46 4.9 -2.3
MXI iShares Global Materials ETF 6.4 41 17 5.6 -1.5
GVAL Cambria Global Value ETF 6.4 68 -10 8.6 +1.4
RGEF Rockefeller Global Equity ETF 6.4 55 3 3.9 -3.3
EXI iShares Global Industrials ETF 6.4 42 16 3.5 -3.7
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 6.3 60 -2 3.3 -3.8
VIGI Vanguard International Dividend Appreciation ETF 6.3 10 48 6.0 -1.2
TTAI FCF International Quality ETF 6.3 59 -1 6.7 -0.5
VSGX Vanguard ESG International Stock ETF 6.1 10 48 6.6 -0.6
FLSW Franklin FTSE Switzerland ETF 6.0 9 49 5.6 -1.6
FID First Trust S&P International Dividend Aristocrats ETF 6.0 60 -2 7.8 +0.7
PIEL Pacer International Export Leaders ETF 6.0 60 -2 4.2 -3.0
CZAR Themes Natural Monopoly ETF 6.0 35 23 5.2 -1.9
IDHQ Invesco S&P International Developed High Quality ETF 6.0 29 29 5.4 -1.8
DIM WisdomTree International MidCap Dividend Fund 6.0 58 0 6.1 -1.1
EPOL iShares MSCI Poland ETF 5.9 59 -1 8.7 +1.5
ROBO ROBO Global Robotics & Automation Index ETF 5.9 95 -37 2.4 -4.8
ESGG FlexShares STOXX Global ESG Select Index Fund 5.8 42 16 4.2 -2.9
OSEA Harbor International Compounders ETF 5.8 55 3 4.1 -3.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.7 46 12 7.3 +0.2
FGM First Trust Germany AlphaDEX Fund 5.7 80 -22 4.6 -2.5
PICK iShares MSCI Global Metals & Mining Producers ETF 5.6 39 19 7.7 +0.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 5.5 80 -22 6.7 -0.5
IXG iShares Global Financials ETF 5.4 42 16 6.2 -1.0
WDIV SPDR S&P Global Dividend ETF 5.4 40 18 9.1 +1.9
OAIM OneAscent International Equity ETF 5.3 95 -37 4.5 -2.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.3 65 -7 7.4 +0.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 5.2 30 28 6.3 -0.9
XT iShares Exponential Technologies ETF 5.2 46 12 4.1 -3.1
IXC iShares Global Energy ETF 5.2 44 14 7.5 +0.3
ICPY Tweedy, Browne International Insider Value ETF 5.2 80 -22 21.7 +14.5
IDLV Invesco S&P International Developed Low Volatility ETF 5.1 25 33 6.1 -1.0
UMMA Wahed Dow Jones Islamic World ETF 5.1 65 -7 3.7 -3.4
KOCG FIS Knights of Columbus Global Belief ETF 5.0 75 -17 4.4 -2.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 5.0 56 2 9.6 +2.5
IPAV Global X Infrastructure Development ex-U.S. ETF 5.0 55 3 5.6 -1.6
WLDR Affinity World Leaders Equity ETF 5.0 67 -9 6.3 -0.9
EDEN iShares MSCI Denmark ETF 5.0 53 5 6.2 -1.0
QWLD SPDR MSCI World StrategicFactors ETF 4.9 30 28 5.1 -2.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 4.9 65 -7 3.9 -3.2
GLOF iShares Global Equity Factor ETF 4.8 20 38 5.6 -1.5
EWD iShares MSCI Sweden ETF 4.8 54 4 4.7 -2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 4.8 9 49 4.4 -2.7
SAGP Strategas Global Policy Opportunities ETF 4.8 65 -7 4.6 -2.5
MOTG VanEck Morningstar Global Wide Moat ETF 4.7 52 6 7.4 +0.3
VCLN Virtus Duff & Phelps Clean Energy ETF 4.6 59 -1 2.4 -4.7
GEW Cambria Global EW ETF 4.6 29 29 5.4 -1.8
PRNT 3D Printing ETF 4.5 66 -8 1.3 -5.9
CGGO Capital Group Global Growth Equity ETF 4.4 47 11 4.2 -2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.4 25 33 5.4 -1.7
BLES Inspire Global Hope ETF 4.4 61 -3 5.7 -1.5
IOO iShares Global 100 ETF 4.3 41 17 3.9 -3.3
JXI iShares Global Utilities ETF 4.3 43 15 4.9 -2.2
DIVS SmartETFs Dividend Builder ETF 4.3 65 -7 4.4 -2.8
SHLD Global X Defense Tech ETF 4.2 50 8 2.6 -4.6
MOTI VanEck Morningstar International Moat ETF 4.1 58 0 9.3 +2.1
TOK iShares MSCI Kokusai ETF 4.1 26 32 4.3 -2.8
WRND IQ Global Equity R&D Leaders ETF 4.1 18 40 4.0 -3.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.1 45 13 -0.9 -8.1
EV Mast Global Battery Recycling & Production ETF 4.0 65 -7 6.3 -0.9
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.9 75 -17 5.9 -1.3
URTH iShares MSCI World ETF 3.9 24 34 4.4 -2.8
COPY Tweedy, Browne Insider + Value ETF 3.8 80 -22 15.0 +7.9
CGDG Capital Group Dividend Growers ETF 3.8 47 11 5.1 -2.1
NATO Themes Transatlantic Defense ETF 3.8 35 23 1.7 -5.4
BINV Brandes International ETF 3.7 70 -12 8.3 +1.1
IXJ iShares Global Healthcare ETF 3.7 42 16 6.2 -0.9
FDD First Trust Stoxx European Select Dividend Index Fund 3.7 58 0 9.7 +2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.6 9 49 4.9 -2.3
HUMN Roundhill Humanoid Robotics ETF 3.5 75 -17 1.2 -5.9
ACWI iShares MSCI ACWI ETF 3.4 32 26 4.7 -2.5
EFNL iShares MSCI Finland ETF 3.4 56 2 5.6 -1.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.4 65 -7 1.5 -5.7
FPAG FPA Global Equity ETF 3.3 49 9 5.8 -1.4
KLMT Invesco MSCI Global Climate 500 ETF 3.2 10 48 5.0 -2.1
FICS First Trust International Developed Capital Strength ETF 3.1 70 -12 6.5 -0.7
VT Vanguard Total World Stock ETF 3.1 6 52 5.1 -2.1
BKCI BNY Mellon Concentrated International ETF 3.0 80 -22 4.8 -2.4
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.0 80 -22 3.4 -3.8
MOTO SmartETFs Smart Transportation & Technology ETF 3.0 68 -10 5.4 -1.8
FBOT Fidelity Disruptive Automation ETF 3.0 50 8 2.9 -4.3
GINN Goldman Sachs Innovate Equity ETF 2.9 52 6 3.8 -3.4
CCNR ALPS CoreCommodity Natural Resources ETF 2.9 39 19 8.0 +0.8
DVYE iShares Emerging Markets Dividend ETF 2.8 49 9 16.7 +9.5
IBAT iShares Energy Storage & Materials ETF 2.8 47 11 1.7 -5.5
AGQI First Trust Active Global Quality Income ETF 2.8 85 -27 6.5 -0.7
EIRL iShares MSCI Ireland ETF 2.7 50 8 7.2 +0.1
EWL iShares MSCI Switzerland ETF 2.7 50 8 5.3 -1.8
CGXU Capital Group International Focus Equity ETF 2.7 54 4 3.9 -3.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.7 58 0 3.4 -3.7
KNO AXS Knowledge Leaders ETF 2.7 78 -20 4.4 -2.8
DFNL Davis Select Financial ETF 2.7 63 -5 7.2 +0.1
GMET VanEck Green Metals ETF 2.6 63 -5 0.2 -6.9
COPX Global X Copper Miners ETF 2.6 65 -7 3.9 -3.2
ICOP iShares Copper and Metals Mining ETF 2.6 47 11 5.2 -1.9
COPA Themes Copper Miners ETF 2.6 35 23 3.0 -4.1
SUPL ProShares Supply Chain Logistics ETF 2.5 58 0 7.5 +0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.5 20 38 4.8 -2.4
KXI iShares Global Consumer Staples ETF 2.4 41 17 5.3 -1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.4 12 46 4.4 -2.7
FSZ First Trust Switzerland AlphaDEX Fund 2.3 80 -22 5.0 -2.2
CRAK VanEck Oil Refiners ETF 2.3 61 -3 9.5 +2.4
BMED Future Health ETF 2.3 85 -27 1.2 -6.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.3 47 11 4.9 -2.2
CGV Conductor Global Equity Value ETF 2.3 130 -72 7.3 +0.2
HART IQ Healthy Hearts ETF 2.3 45 13 5.7 -1.4
AQLT iShares MSCI Global Quality Factor ETF 2.2 18 40 0.0 -7.2
POW VistaShares Electrification Supercycle ETF 2.2 75 -17 2.1 -5.1
ERTH Invesco MSCI Sustainable Future ETF 2.2 62 -4 2.9 -4.3
EMDM First Trust Bloomberg Emerging Market Democracies ETF 2.1 75 -17 6.4 -0.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.1 85 -27 2.6 -4.5
AGNG Global X Aging Population ETF 2.1 50 8 4.1 -3.1
IDNA iShares Genomics Immunology and Healthcare ETF 2.1 47 11 -0.3 -7.4
IQRA IQ CBRE Real Assets ETF 2.0 65 -7 5.7 -1.5
NORW Global X MSCI Norway ETF 2.0 50 8 7.4 +0.2
ENOR iShares MSCI Norway ETF 2.0 53 5 7.4 +0.3
DEM WisdomTree Emerging Markets High Dividend Fund 2.0 63 -5 10.5 +3.3
ISHP First Trust Nasdaq Retail ETF 2.0 60 -2 4.9 -2.2
DIVY Sound Equity Dividend Income ETF 1.9 45 13 8.0 +0.9
NDIV Amplify Natural Resources Dividend Income ETF 1.9 59 -1 11.2 +4.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.9 49 9 7.8 +0.6
JGLO JPMorgan Global Select Equity ETF 1.9 33 25 4.2 -2.9
IMOM Alpha Architect International Quantitative Momentum ETF 1.8 49 9 4.0 -3.1
BOAT SonicShares Global Shipping ETF 1.8 69 -11 21.2 +14.1
DRNZ REX Drone ETF 1.8 65 -7 -1.6 -8.8
CARZ First Trust NASDAQ Global Auto Index Fund 1.8 70 -12 2.7 -4.5
JDOC JPMorgan Healthcare Leaders ETF 1.7 65 -7 3.5 -3.7
SHPP Pacer Industrials and Logistics ETF 1.7 60 -2 6.8 -0.4
HAP VanEck Natural Resources ETF 1.7 50 8 6.5 -0.7
JIG JPMorgan International Growth ETF 1.6 55 3 3.5 -3.6
IBOT Vaneck Robotics ETF 1.6 47 11 3.4 -3.8
SDG iShares MSCI Global Sustainable Development Goals ETF 1.6 49 9 4.5 -2.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.6 68 -10 2.4 -4.7
FRNW Fidelity Clean Energy ETF 1.6 39 19 1.9 -5.3
ICLN iShares Global Clean Energy ETF 1.6 41 17 1.8 -5.3
DINT Davis Select International ETF 1.5 55 3 5.9 -1.2
DFIS Dimensional International Small Cap ETF 1.5 39 19 6.0 -1.2
NUKZ Range Nuclear Renaissance Index ETF 1.5 85 -27 1.2 -6.0
NLR VanEck Uranium+Nuclear Energy ETF 1.5 61 -3 1.3 -5.9
TNUK Tortoise Nuclear Renaissance ETF 1.5 75 -17 0.6 -6.5
FTAG First Trust Indxx Global Agriculture ETF 1.5 70 -12 6.8 -0.4
GSIB Themes Global Systemically Important Banks ETF 1.4 35 23 8.5 +1.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.4 72 -14 1.9 -5.2
FEOE First Eagle Overseas Equity ETF 1.4 79 -21 6.1 -1.1
EBLU Ecofin Global Water ESG Fund 1.4 40 18 4.3 -2.9
CGW Invesco S&P Global Water Index ETF 1.4 57 1 4.3 -2.9
PIO Invesco Global Water ETF 1.4 75 -17 4.1 -3.1
EVX VanEck Environmental Services ETF 1.4 55 3 4.0 -3.2
EFRA iShares Environmental Infrastructure and Industrials ETF 1.4 47 11 4.8 -2.4
TBLU Tortoise Global Water ESG ETF 1.4 40 18 4.3 -2.9
TRFK Pacer Data and Digital Revolution ETF 1.4 60 -2 2.4 -4.8
GGME Invesco Next Gen Media and Gaming ETF 1.4 60 -2 4.7 -2.4
AVRE Avantis Real Estate ETF 1.3 17 41 6.6 -0.5
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 1.3 10 48 7.9 +0.8
IFGL iShares International Developed Real Estate ETF 1.3 48 10 6.8 -0.3
RWX SPDR Dow Jones International Real Estate ETF 1.3 59 -1 6.7 -0.4
VGSR Vert Global Sustainable Real Estate ETF 1.3 47 11 6.9 -0.2
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.3 12 46 8.0 +0.9
NETZ TCW Transform Systems ETF 1.3 75 -17 1.3 -5.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.3 79 -21 3.8 -3.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.3 45 13 2.3 -4.8
SNSR Global X Internet of Things ETF 1.3 68 -10 3.7 -3.4
ARTY iShares Future AI & Tech ETF 1.3 47 11 2.9 -4.3
VOLT Tema Electrification ETF 1.3 75 -17 2.4 -4.8
TCAI Tortoise AI Infrastructure ETF 1.3 65 -7 1.4 -5.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.3 95 -37 10.0 +2.8
ACWV iShares MSCI Global Min Vol Factor ETF 1.3 20 38 5.6 -1.5
AIQ Global X Artificial Intelligence & Technology ETF 1.3 68 -10 3.1 -4.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.3 46 12 5.1 -2.1
TIIV AAM Todd International Intrinsic Value ETF 1.2 54 4 9.5 +2.3
ISCF iShares International SmallCap Equity Factor ETF 1.2 23 35 7.0 -0.1
DISV Dimensional International Small Cap Value ETF 1.2 42 16 8.0 +0.9
RWO SPDR Dow Jones Global Real Estate ETF 1.2 50 8 6.2 -1.0
ARKX ARK Space Exploration & Innovation ETF 1.2 75 -17 -0.0 -7.2
CIBR First Trust NASDAQ Cybersecurity ETF 1.2 60 -2 4.6 -2.5
WDNA WisdomTree BioRevolution Fund 1.2 45 13 -2.2 -9.4
CANC Tema Oncology ETF 1.2 75 -17 -2.3 -9.5
HRTS Tema Heart & Health ETF 1.2 75 -17 2.9 -4.3
FDFF Fidelity Disruptive Finance ETF 1.1 50 8 5.1 -2.1
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 13 4.5 -2.7
FEM First Trust Emerging Markets AlphaDEX Fund 1.1 80 -22 8.4 +1.3
REET iShares Global REIT ETF 1.1 14 44 6.8 -0.3
ERET iShares Environmentally Aware Real Estate ETF 1.1 30 28 6.6 -0.5
DTEC ALPS Disruptive Technologies ETF 1.1 50 8 3.7 -3.5
DFGR Dimensional Global Real Estate ETF 1.1 22 36 6.9 -0.3
CLOD Themes Cloud Computing ETF 1.1 35 23 3.4 -3.7
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 1.1 32 26 4.9 -2.2
IVAL Alpha Architect International Quantitative Value ETF 1.1 49 9 7.5 +0.4
TOKE Cambria Cannabis ETF 1.1 42 16 1.0 -6.1
ION ProShares S&P Global Core Battery Metals ETF 1.0 58 0 4.7 -2.4
GINX SGI Enhanced Global Income ETF 1.0 98 -40 6.7 -0.5
CRTC Xtrackers US National Critical Technologies ETF 1.0 35 23 4.2 -3.0
FEGE First Eagle Global Equity ETF 0.9 79 -21 5.9 -1.2
PID Invesco International Dividend Achievers ETF 0.9 53 5 4.0 -3.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.9 20 38 4.5 -2.7
RXI iShares Global Consumer Discretionary ETF 0.9 41 17 7.7 +0.5
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.9 86 -28 0.2 -7.0
EBIZ Global X E-Commerce ETF 0.9 50 8 4.3 -2.8
FAN First Trust Global Wind Energy ETF 0.9 60 -2 2.7 -4.5
SMOG VanEck Low Carbon Energy ETF 0.9 61 -3 1.2 -6.0
IGF iShares Global Infrastructure ETF 0.9 41 17 4.1 -3.0
GII SPDR S&P Global Infrastructure ETF 0.9 40 18 4.2 -3.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.9 70 -12 3.8 -3.4
FPXI First Trust International Equity Opportunities ETF 0.9 70 -12 3.8 -3.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 43 4.0 -3.1
BNGE First Trust S-Network Streaming and Gaming ETF 0.9 70 -12 2.8 -4.3
BETZ Roundhill Sports Betting & iGaming ETF 0.9 75 -17 3.3 -3.8
ODDS Pacer BlueStar Digital Entertainment ETF 0.9 60 -2 4.3 -2.8
IXP iShares Global Comm Services ETF 0.9 42 16 5.4 -1.8
GLBL Pacer MSCI World Industry Advantage ETF 0.8 65 -7 3.5 -3.7
EMMF WisdomTree Emerging Markets Multifactor Fund 0.8 48 10 8.6 +1.5
PBD Invesco Global Clean Energy ETF 0.8 75 -17 0.2 -6.9
EWP iShares MSCI Spain ETF 0.8 50 8 5.8 -1.4
ROAM Hartford Multifactor Emerging Markets ETF 0.8 44 14 7.6 +0.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.8 42 16 4.0 -3.2
AIS VistaShares Artificial Intelligence Supercycle ETF 0.8 75 -17 1.4 -5.8
KNCT Invesco Next Gen Connectivity ETF 0.7 40 18 3.5 -3.6
AIRL Themes Airlines ETF 0.7 35 23 1.6 -5.6
JETS U.S. Global Jets ETF 0.7 60 -2 2.5 -4.7
TOLL Tema Durable Quality ETF 0.7 75 -17 4.0 -3.2
UFO Procure Space ETF 0.7 75 -17 -0.1 -7.2
GQRE FlexShares Global Quality Real Estate Index Fund 0.7 45 13 7.1 -0.0
FRDM Freedom 100 Emerging Markets ETF 0.7 49 9 5.6 -1.5
LDEM iShares ESG MSCI EM Leaders ETF 0.7 17 41 11.8 +4.7
IBUY Amplify Online Retail ETF 0.7 65 -7 2.1 -5.1
ESGE iShares ESG Aware MSCI EM ETF 0.7 25 33 8.3 +1.2
FDNI First Trust Dow Jones International Internet ETF 0.7 65 -7 21.5 +14.4
LCLG Logan Capital Broad Innovative Growth ETF 0.6 99 -41 2.9 -4.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 19 6.6 -0.5
WTRE WisdomTree New Economy Real Estate Fund 0.6 58 0 -0.3 -7.5
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.6 60 -2 5.3 -1.9
INDS Pacer Industrial Real Estate ETF 0.6 55 3 5.9 -1.2
REAI Intelligent Real Estate ETF 0.6 59 -1 5.4 -1.7
JEDI Defiance Drone and Modern Warfare ETF 0.6 69 -11 1.0 -6.1
IGPT Invesco AI and Next Gen Software ETF 0.6 60 -2 3.1 -4.0
DFEV Dimensional Emerging Markets Value ETF 0.6 43 15 9.7 +2.5
NXTG First Trust Indxx NextG ETF 0.6 70 -12 4.1 -3.0
XC WisdomTree Emerging Markets Ex-China Fund 0.6 32 26 6.0 -1.2
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 13 9.2 +2.0
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.6 35 23 11.1 +3.9
EIPX FT Energy Income Partners Strategy ETF 0.5 95 -37 5.9 -1.3
AVES Avantis Emerging Markets Value ETF 0.5 36 22 8.7 +1.6
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.5 86 -28 11.4 +4.2
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 0 8.1 +0.9
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 29 29 7.1 -0.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.5 33 25 6.3 -0.8
IXN iShares Global Tech ETF 0.4 41 17 3.0 -4.2
FVD First Trust Value Line Dividend Index Fund 0.4 65 -7 5.6 -1.6
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -31 4.5 -2.7
BYRE Principal Real Estate Active Opportunities ETF 0.4 65 -7 6.9 -0.3
RNEM First Trust Emerging Markets Equity Select ETF 0.4 75 -17 7.5 +0.3
SCHC Schwab International Small-Cap Equity ETF 0.4 11 47 6.3 -0.8
PCGG Polen Capital Global Growth ETF 0.4 85 -27 3.7 -3.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 33 5.3 -1.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 8 5.1 -2.1
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 16 6.5 -0.7
STXE Strive Emerging Markets Ex-China ETF 0.3 32 26 5.6 -1.6
XCNY SPDR S&P Emerging Markets ex-China ETF 0.3 15 43 5.7 -1.5
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.3 53 5 5.3 -1.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 50 6.1 -1.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 28 7.7 +0.5
AVEM Avantis Emerging Markets Equity ETF 0.3 33 25 7.1 -0.0
EEM iShares MSCI Emerging Markets ETF 0.3 69 -11 7.9 +0.7
EIPI FT Energy Income Partners Enhanced Income ETF 0.3 110 -52 5.4 -1.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.3 49 9 7.6 +0.5
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 49 8.2 +1.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 20 7.0 -0.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -8 7.3 +0.2
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 23 7.0 -0.2
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 9.3 +2.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 8 8.2 +1.1
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 5.5 -1.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -30 7.7 +0.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 26 7.5 +0.4
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 33 9.0 +1.9
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.2 42 16 7.3 +0.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -12 6.1 -1.0
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 42 6.9 -0.2
QUVU Hartford Quality Value ETF 0.2 46 12 5.6 -1.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 13 8.1 +1.0
XCEM Columbia EM Core ex-China ETF 0.2 16 42 5.1 -2.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 9 5.9 -1.3
AVDV Avantis International Small Cap Value ETF 0.1 36 22 7.6 +0.4
AVDS Avantis International Small Cap Equity ETF 0.1 30 28 5.9 -1.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 18 6.0 -1.2
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 22 5.9 -1.2
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 17 4.9 -2.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 17 6.8 -0.4
APIE ActivePassive International Equity ETF 0.1 45 13 6.3 -0.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 25 6.8 -0.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.1 30 28 8.1 +1.0
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 25 6.8 -0.4
WSML iShares MSCI World Small-Cap ETF 0.0 15 43 5.3 -1.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 37 2.9 -4.2
DWLD Davis Select Worldwide ETF 0.0 63 -5 6.6 -0.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -7 0.0 -7.2

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 7.2 %
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.