WisdomTree Europe Hedged SmallCap Equity Fund
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- Description
- Performance
- Comps
Fundamentals
Valuation
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. |
Category | International Equities |
Fund Sponsor | WisdomTree |
Website | www.wisdomtree.com |
Inception date | Mar 04, 2015 |
Assets (mns) | $131 |
Currency | USD |
Expense ratio | 58 bp |
Distributions | Quarterly |
Regulation | Open-End Investment Company |
Custodian | Bank of New York Mellon |
Weighting | Dividend |
Index replication | |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 261 |
Wgt avg mkt cap (mns) | $5,648 |
Large cap (>$10bn) | 15.8% |
Mid cap ($2-10bn) | 72.6% |
Small cap (<$2bn) | 11.7% |
Developed mkts | 99.1% |
Emerging mkts | 0.0% |
BANCO BPM SPA | 3.3 % |
BAWAG GROUP AG | 2.4 % |
KLEPIERRE | 2.1 % |
BANCA POPOL EMILIA ROMAGNA | 1.9 % |
BANCA MONTE DEI PASCHI DI SIENA | 1.9 % |
BANKINTER SA | 1.8 % |
MEDIOLANUM SPA | 1.7 % |
ELISA OYJ CLASS A | 1.5 % |
BANCO COMERCIAL PORTUGUES S.A. | 1.4 % |
HOCHTIEF AG | 1.3 % |
Total | 19.2 % |
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ITALY | 21.9 % |
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FRANCE | 16.7 % |
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GERMANY | 11.1 % |
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SPAIN | 10.8 % |
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FINLAND | 7.1 % |
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AUSTRIA | 6.7 % |
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BELGIUM | 6.1 % |
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NETHERLANDS | 4.3 % |
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PORTUGAL | 3.2 % |
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IRELAND | 0.4 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
21.3% | 17.4% | 15.8% | 9.2% | 9.6% |
versus... | Beta | R-squared |
S&P500 | 0.68 | 53% |
MSCI EAFE | 0.73 | 63% |
MSCI Emg. Mkts. | 0.50 | 29% |
Recent close | $46.64 |
30d moving avg. | $44.89 |
Annualized volatility | 15.8% |
Short interest (ETF) | 0.1% |
Relative strength (RSI) | 65 |
Avg. volume (thou.) | 19 |
Turnover | 0.7% |
Bid/Ask (% of price) | 0.10% |
ADV underlying (mns) | $4,257 |
FINDING ALTERNATIVE FUNDS
Below is a list of 296 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™: | 8.9% |
Ticker | Fund Name |
Overlap1 vs EUSC (%) |
Expense ratio (bp) |
Savings vs EUSC (bp) |
ALTAR Score™ (%) |
ALTAR vs EUSC (%) |
FEUZ | First Trust Eurozone AlphaDEX ETF | 23.0 | 80 | -22 | 9.4 | +0.6 |
IEUS | iShares MSCI Europe Small-Cap ETF | 21.6 | 42 | 16 | 7.3 | -1.6 |
DIM | WisdomTree International MidCap Dividend Fund | 18.7 | 58 | 0 | 7.6 | -1.2 |
FEP | First Trust Europe AlphaDEX Fund | 16.2 | 80 | -22 | 9.4 | +0.6 |
DLS | WisdomTree International SmallCap Dividend Fund | 15.8 | 58 | 0 | 8.6 | -0.3 |
DFIS | Dimensional International Small Cap ETF | 15.4 | 39 | 19 | 7.5 | -1.3 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 14.0 | 58 | 0 | 8.1 | -0.8 |
DISV | Dimensional International Small Cap Value ETF | 13.0 | 42 | 16 | 9.7 | +0.8 |
HEDJ | WisdomTree Europe Hedged Equity Fund | 12.1 | 58 | 0 | 6.7 | -2.1 |
ISCF | iShares International SmallCap Equity Factor ETF | 10.4 | 23 | 35 | 8.4 | -0.4 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 10.0 | 40 | 18 | 7.1 | -1.7 |
SCHC | Schwab International Small-Cap Equity ETF | 9.6 | 11 | 47 | 7.0 | -1.9 |
COPY | Tweedy, Browne Insider + Value ETF | 9.1 | 80 | -22 | 12.3 | +3.4 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 8.7 | 39 | 19 | 6.0 | -2.8 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 8.1 | 49 | 9 | 7.1 | -1.7 |
EFNL | iShares MSCI Finland ETF | 7.9 | 56 | 2 | 7.2 | -1.7 |
IDV | iShares International Select Dividend ETF | 7.7 | 51 | 7 | 11.2 | +2.3 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 7.6 | 80 | -22 | 10.2 | +1.3 |
DTH | WisdomTree International High Dividend Fund | 7.6 | 58 | 0 | 8.9 | +0.1 |
RWX | SPDR Dow Jones International Real Estate ETF | 7.6 | 59 | -1 | 7.1 | -1.8 |
AVDV | Avantis International Small Cap Value ETF | 7.5 | 36 | 22 | 10.2 | +1.4 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 7.2 | 58 | 0 | 6.7 | -2.2 |
EWI | iShares MSCI Italy ETF | 7.2 | 50 | 8 | 10.2 | +1.4 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 7.1 | 83 | -25 | 10.3 | +1.5 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 6.8 | 45 | 13 | 7.0 | -1.8 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 6.4 | 7 | 51 | 7.0 | -1.8 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 6.4 | 56 | 2 | 11.3 | +2.4 |
EWO | iShares MSCI Austria ETF | 6.4 | 50 | 8 | 11.2 | +2.4 |
IFGL | iShares International Developed Real Estate ETF | 6.1 | 48 | 10 | 7.2 | -1.7 |
EWK | iShares MSCI Belgium ETF | 6.0 | 50 | 8 | 4.5 | -4.3 |
UIVM | VictoryShares International Value Momentum ETF | 5.6 | 35 | 23 | 9.2 | +0.3 |
ERTH | Invesco MSCI Sustainable Future ETF | 5.5 | 62 | -4 | 3.6 | -5.2 |
FID | First Trust S&P International Dividend Aristocrats ETF | 5.4 | 60 | -2 | 8.2 | -0.7 |
DFIC | Dimensional International Core Equity 2 ETF | 5.2 | 23 | 35 | 7.6 | -1.2 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 5.2 | 70 | -12 | 4.7 | -4.2 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 5.2 | 39 | 19 | 8.3 | -0.6 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 5.0 | 83 | -25 | 9.7 | +0.8 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 5.0 | 57 | 1 | 8.6 | -0.3 |
WDIV | SPDR S&P Global Dividend ETF | 4.9 | 40 | 18 | 9.5 | +0.7 |
DFSI | Dimensional International Sustainability Core 1 ETF | 4.8 | 24 | 34 | 6.5 | -2.4 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 4.8 | 58 | 0 | 7.0 | -1.9 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 4.7 | 40 | 18 | 7.6 | -1.3 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 4.5 | 42 | 16 | 7.1 | -1.8 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 4.5 | 12 | 46 | 8.2 | -0.6 |
DWM | WisdomTree International Equity Fund | 4.4 | 48 | 10 | 7.5 | -1.3 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 4.4 | 10 | 48 | 8.3 | -0.6 |
INTF | iShares International Equity Factor ETF | 4.4 | 15 | 43 | 7.9 | -1.0 |
WWJD | Inspire International ETF | 4.2 | 80 | -22 | 7.4 | -1.5 |
QINT | American Century Quality Diversified International ETF | 4.2 | 39 | 19 | 7.4 | -1.4 |
EWN | iShares MSCI Netherlands ETF | 4.2 | 50 | 8 | 5.5 | -3.4 |
PBD | Invesco Global Clean Energy ETF | 4.1 | 75 | -17 | 0.6 | -8.2 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 4.1 | 80 | -22 | 4.9 | -4.0 |
FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 4.0 | 80 | -22 | 11.5 | +2.7 |
VGSR | Vert Global Sustainable Real Estate ETF | 3.8 | 47 | 11 | 7.3 | -1.6 |
FGM | First Trust Germany AlphaDEX Fund | 3.8 | 80 | -22 | 6.4 | -2.5 |
IPAV | Global X Infrastructure Development ex-U.S. ETF | 3.8 | 55 | 3 | 7.9 | -1.0 |
DWMF | WisdomTree International Multifactor Fund | 3.8 | 38 | 20 | 6.9 | -2.0 |
AVSD | Avantis Responsible International Equity ETF | 3.7 | 23 | 35 | 5.7 | -3.2 |
IEUR | iShares Core MSCI Europe ETF | 3.7 | 11 | 47 | 7.3 | -1.5 |
VGK | Vanguard FTSE Europe ETF | 3.6 | 11 | 47 | 7.4 | -1.5 |
SPEU | SPDR Portfolio Europe ETF | 3.6 | 7 | 51 | 7.3 | -1.5 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 3.6 | 30 | 28 | 8.2 | -0.7 |
AVDE | Avantis International Equity ETF | 3.6 | 23 | 35 | 7.6 | -1.2 |
FYLD | Cambria Foreign Shareholder Yield ETF | 3.5 | 59 | -1 | 11.9 | +3.1 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 3.4 | 75 | -17 | 8.0 | -0.9 |
BOTT | Themes Robotics & Automation ETF | 3.4 | 35 | 23 | 5.0 | -3.9 |
AVIV | Avantis International Large Cap Value ETF | 3.3 | 25 | 33 | 8.9 | +0.1 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 3.3 | 39 | 19 | 6.8 | -2.0 |
GVAL | Cambria Global Value ETF | 3.3 | 68 | -10 | 11.3 | +2.4 |
DTAN | Sparkline International Intangible Value ETF | 3.2 | 55 | 3 | 8.3 | -0.5 |
GWX | SPDR S&P International Small Cap ETF | 3.2 | 40 | 18 | 6.4 | -2.4 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 3.1 | 24 | 34 | 7.6 | -1.3 |
JHID | John Hancock International High Dividend ETF | 3.1 | 46 | 12 | 9.8 | +1.0 |
ERET | iShares Environmentally Aware Real Estate ETF | 3.0 | 30 | 28 | 7.5 | -1.4 |
RWO | SPDR Dow Jones Global Real Estate ETF | 2.9 | 50 | 8 | 7.1 | -1.8 |
FDEV | Fidelity International Multifactor ETF | 2.8 | 18 | 40 | 7.4 | -1.4 |
DWX | SPDR S&P International Dividend ETF | 2.7 | 45 | 13 | 6.2 | -2.7 |
BLES | Inspire Global Hope ETF | 2.6 | 61 | -3 | 6.9 | -1.9 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 2.6 | 25 | 33 | 7.3 | -1.6 |
EZU | iShares MSCI Eurozone ETF | 2.6 | 52 | 6 | 6.7 | -2.1 |
AVRE | Avantis Real Estate ETF | 2.6 | 17 | 41 | 7.1 | -1.7 |
EWP | iShares MSCI Spain ETF | 2.6 | 50 | 8 | 7.5 | -1.4 |
DFAI | Dimensional International Core Equity Market ETF | 2.6 | 18 | 40 | 7.3 | -1.6 |
FLGR | Franklin FTSE Germany ETF | 2.5 | 9 | 49 | 6.8 | -2.0 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 2.5 | 49 | 9 | 3.3 | -5.5 |
TEMP | JPMorgan Climate Change Solutions ETF | 2.4 | 49 | 9 | 5.9 | -2.9 |
REET | iShares Global REIT ETF | 2.4 | 14 | 44 | 7.6 | -1.3 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 2.3 | 37 | 21 | 8.6 | -0.3 |
IEFA | iShares Core MSCI EAFE ETF | 2.3 | 7 | 51 | 7.2 | -1.7 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 2.3 | 42 | 16 | 6.8 | -2.1 |
VIDI | Vident International Equity Strategy ETF | 2.3 | 61 | -3 | 11.5 | +2.7 |
IDEV | iShares Core MSCI International Developed Markets ETF | 2.1 | 4 | 54 | 7.2 | -1.7 |
PABD | iShares Paris-Aligned Climate MSCI World ex USA ETF | 2.1 | 12 | 46 | 6.2 | -2.7 |
FIDI | Fidelity International High Dividend ETF | 2.1 | 18 | 40 | 8.9 | +0.1 |
DFGR | Dimensional Global Real Estate ETF | 2.1 | 22 | 36 | 7.5 | -1.4 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 2.1 | 3 | 55 | 7.2 | -1.6 |
IBOT | Vaneck Robotics ETF | 2.1 | 47 | 11 | 4.4 | -4.5 |
RCGE | RockCreek Global Equality ETF | 2.0 | 95 | -37 | 6.5 | -2.4 |
VEA | Vanguard FTSE Developed Markets ETF | 2.0 | 5 | 53 | 7.4 | -1.5 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 1.9 | 65 | -7 | 2.4 | -6.5 |
ROBO | ROBO Global Robotics & Automation Index ETF | 1.9 | 95 | -37 | 3.8 | -5.0 |
FLEE | Franklin FTSE Europe ETF | 1.9 | 9 | 49 | 7.3 | -1.5 |
TINT | ProShares Smart Materials ETF | 1.8 | 58 | 0 | 7.7 | -1.2 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 1.8 | 45 | 13 | 9.0 | +0.2 |
EWG | iShares MSCI Germany ETF | 1.8 | 50 | 8 | 6.1 | -2.7 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 1.8 | 25 | 33 | 7.2 | -1.7 |
CCNR | ALPS CoreCommodity Natural Resources ETF | 1.7 | 39 | 19 | 11.5 | +2.7 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 1.7 | 20 | 38 | 6.9 | -2.0 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 1.7 | 55 | 3 | 5.8 | -3.1 |
BLDG | Cambria Global Real Estate ETF | 1.6 | 60 | -2 | 12.0 | +3.2 |
VWID | Virtus WMC International Dividend ETF | 1.6 | 49 | 9 | 8.8 | -0.1 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 1.6 | 12 | 46 | 5.5 | -3.3 |
TTAI | FCF International Quality ETF | 1.6 | 59 | -1 | 6.9 | -1.9 |
FRNW | Fidelity Clean Energy ETF | 1.6 | 39 | 19 | 4.1 | -4.7 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 1.6 | 58 | 0 | 4.9 | -3.9 |
EWQ | iShares MSCI France ETF | 1.5 | 53 | 5 | 7.2 | -1.7 |
VSGX | Vanguard ESG International Stock ETF | 1.5 | 12 | 46 | 8.0 | -0.9 |
IXUS | iShares Core MSCI Total International Stock ETF | 1.5 | 7 | 51 | 8.1 | -0.8 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 1.5 | 49 | 9 | 6.2 | -2.6 |
FAN | First Trust Global Wind Energy ETF | 1.5 | 60 | -2 | 4.7 | -4.2 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 1.5 | 80 | -22 | 5.5 | -3.4 |
VXUS | Vanguard Total International Stock ETF | 1.4 | 7 | 51 | 8.1 | -0.7 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 1.4 | 25 | 33 | 6.5 | -2.4 |
NXTG | First Trust Indxx NextG ETF | 1.4 | 70 | -12 | 5.5 | -3.3 |
EUFN | iShares MSCI Europe Financials ETF | 1.4 | 51 | 7 | 8.4 | -0.5 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 1.4 | 50 | 8 | 5.7 | -3.1 |
CGW | Invesco S&P Global Water Index ETF | 1.3 | 57 | 1 | 4.7 | -4.2 |
BETZ | Roundhill Sports Betting & iGaming ETF | 1.3 | 75 | -17 | 2.2 | -6.6 |
BJK | VanEck Gaming ETF | 1.3 | 65 | -7 | 4.6 | -4.2 |
CUT | Invesco MSCI Global Timber ETF | 1.3 | 61 | -3 | 10.4 | +1.5 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 1.3 | 34 | 24 | 6.0 | -2.9 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 1.3 | 29 | 29 | 8.0 | -0.9 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 1.3 | 25 | 33 | 9.7 | +0.9 |
JSTC | Adasina Social Justice All Cap Global ETF | 1.2 | 89 | -31 | 4.9 | -3.9 |
AIRL | Themes Airlines ETF | 1.2 | 35 | 23 | 2.0 | -6.9 |
FIVA | Fidelity International Value Factor ETF | 1.2 | 18 | 40 | 10.2 | +1.4 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 1.2 | 47 | 11 | 8.6 | -0.3 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 1.2 | 46 | 12 | 6.8 | -2.1 |
SCHF | Schwab International Equity ETF | 1.1 | 6 | 52 | 7.5 | -1.4 |
PPIE | Putnam PanAgora ESG International Equity ETF | 1.1 | 49 | 9 | 7.5 | -1.4 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 1.1 | 9 | 49 | 8.1 | -0.7 |
SMOG | VanEck Low Carbon Energy ETF | 1.1 | 61 | -3 | 1.6 | -7.3 |
BINV | Brandes International ETF | 1.1 | 70 | -12 | 9.7 | +0.8 |
EFV | iShares MSCI EAFE Value ETF | 1.1 | 34 | 24 | 9.3 | +0.4 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 1.1 | 30 | 28 | 5.4 | -3.4 |
BULD | Pacer BlueStar Engineering the Future ETF | 1.1 | 60 | -2 | 1.5 | -7.3 |
IVEG | iShares Emergent Food and AgTech Multisector ETF | 1.1 | 47 | 11 | 9.0 | +0.1 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 1.1 | 45 | 13 | 7.9 | -0.9 |
FPXI | First Trust International Equity Opportunities ETF | 1.0 | 70 | -12 | 3.5 | -5.4 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 1.0 | 39 | 19 | 14.2 | +5.3 |
PSP | Invesco Global Listed Private Equity ETF | 1.0 | 106 | -48 | 6.3 | -2.5 |
SCHY | Schwab International Dividend Equity ETF | 1.0 | 14 | 44 | 9.6 | +0.7 |
XT | iShares Exponential Technologies ETF | 1.0 | 46 | 12 | 5.0 | -3.9 |
VYMI | Vanguard International High Dividend Yield ETF | 1.0 | 22 | 36 | 9.8 | +1.0 |
IQDF | FlexShares International Quality Dividend Index Fund | 1.0 | 47 | 11 | 9.3 | +0.5 |
FICS | First Trust International Developed Capital Strength ETF | 1.0 | 70 | -12 | 6.2 | -2.7 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 1.0 | 20 | 38 | 6.6 | -2.3 |
IQLT | iShares MSCI Intl Quality Factor ETF | 1.0 | 30 | 28 | 6.2 | -2.7 |
FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 1.0 | 39 | 19 | -0.9 | -9.8 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 1.0 | 9 | 49 | 9.1 | +0.3 |
CGDG | Capital Group Dividend Growers ETF | 0.9 | 47 | 11 | 6.3 | -2.6 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 0.9 | 20 | 38 | 7.2 | -1.6 |
EFA | iShares MSCI EAFE ETF | 0.9 | 35 | 23 | 6.9 | -2.0 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 0.9 | 58 | 0 | 11.8 | +2.9 |
FINE | Themes European Luxury ETF | 0.9 | 35 | 23 | 3.5 | -5.4 |
IGRO | iShares International Dividend Growth ETF | 0.9 | 15 | 43 | 7.1 | -1.8 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 0.9 | 30 | 28 | 7.1 | -1.7 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 0.8 | 14 | 44 | 6.3 | -2.6 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 0.8 | 8 | 50 | 8.3 | -0.6 |
DFIV | Dimensional International Value ETF | 0.8 | 27 | 31 | 10.1 | +1.2 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 0.8 | 36 | 22 | 6.8 | -2.1 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.8 | 46 | 12 | 5.5 | -3.4 |
CLNR | IQ Cleaner Transport ETF | 0.8 | 45 | 13 | 6.5 | -2.3 |
CGV | Conductor Global Equity Value ETF | 0.8 | 130 | -72 | 8.7 | -0.1 |
BBEU | JPMorgan BetaBuilders Europe ETF | 0.8 | 9 | 49 | 7.2 | -1.7 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 0.8 | 75 | -17 | 7.9 | -1.0 |
EFG | iShares MSCI EAFE Growth ETF | 0.8 | 36 | 22 | 4.4 | -4.5 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 0.8 | 49 | 9 | 6.1 | -2.8 |
AIVI | WisdomTree International AI Enhanced Value Fund | 0.7 | 58 | 0 | 7.3 | -1.5 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 0.7 | 22 | 36 | 5.6 | -3.2 |
IVAL | Alpha Architect International Quantitative Value ETF | 0.7 | 49 | 9 | 10.8 | +1.9 |
IQRA | IQ CBRE Real Assets ETF | 0.7 | 65 | -7 | 5.7 | -3.1 |
OCEN | IQ Clean Oceans ETF | 0.7 | 45 | 13 | 6.2 | -2.6 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 0.7 | 59 | -1 | 5.6 | -3.3 |
IWTR | iShares MSCI Water Management Multisector ETF | 0.7 | 47 | 11 | 5.9 | -3.0 |
IEV | iShares Europe ETF | 0.7 | 67 | -9 | 6.8 | -2.0 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 0.7 | 60 | -2 | 5.9 | -2.9 |
INDS | Pacer Industrial Real Estate ETF | 0.7 | 55 | 3 | 6.8 | -2.1 |
PEX | ProShares Global Listed Private Equity ETF | 0.7 | 81 | -23 | 10.7 | +1.8 |
IVLU | iShares MSCI Intl Value Factor ETF | 0.7 | 30 | 28 | 10.7 | +1.8 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.7 | 42 | 16 | 5.6 | -3.3 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.7 | 75 | -17 | 5.2 | -3.6 |
SHPP | Pacer Industrials and Logistics ETF | 0.7 | 60 | -2 | 8.7 | -0.2 |
IQSI | IQ Candriam International Equity ETF | 0.7 | 15 | 43 | 6.7 | -2.2 |
LUX | Tema Luxury ETF | 0.6 | 75 | -17 | 4.6 | -4.2 |
DEW | WisdomTree Global High Dividend Fund | 0.6 | 58 | 0 | 8.8 | -0.1 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.6 | 12 | 46 | 5.4 | -3.5 |
IGF | iShares Global Infrastructure ETF | 0.6 | 41 | 17 | 4.7 | -4.2 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility In | 0.6 | 32 | 26 | 5.9 | -3.0 |
JHMD | John Hancock Multifactor Developed International ETF | 0.6 | 39 | 19 | 7.7 | -1.2 |
GII | SPDR S&P Global Infrastructure ETF | 0.6 | 40 | 18 | 4.8 | -4.1 |
ICLN | iShares Global Clean Energy ETF | 0.6 | 41 | 17 | 5.8 | -3.0 |
TOGA | Tremblant Global ETF | 0.6 | 69 | -11 | 1.6 | -7.3 |
GINN | Goldman Sachs Innovate Equity ETF | 0.6 | 52 | 6 | 3.9 | -5.0 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 0.6 | 34 | 24 | 7.9 | -1.0 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 0.6 | 70 | -12 | 5.5 | -3.3 |
INEQ | Columbia International Equity Income ETF | 0.6 | 45 | 13 | 8.4 | -0.5 |
PIO | Invesco Global Water ETF | 0.6 | 75 | -17 | 4.8 | -4.0 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 0.6 | 45 | 13 | 4.5 | -4.3 |
OAIM | OneAscent International Equity ETF | 0.6 | 95 | -37 | 5.8 | -3.1 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.5 | 20 | 38 | 7.0 | -1.8 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 0.5 | 20 | 38 | 6.6 | -2.2 |
VT | Vanguard Total World Stock ETF | 0.5 | 7 | 51 | 6.2 | -2.7 |
KNO | AXS Knowledge Leaders ETF | 0.5 | 78 | -20 | 6.1 | -2.7 |
RNRG | Global X Renewable Energy Producers ETF | 0.5 | 66 | -8 | 5.9 | -3.0 |
WNDY | Global X Wind Energy ETF | 0.5 | 50 | 8 | 5.7 | -3.2 |
MNTL | Tema Neuroscience and Mental Health ETF | 0.5 | 75 | -17 | -0.9 | -9.8 |
DIHP | Dimensional International High Profitability ETF | 0.5 | 29 | 29 | 7.2 | -1.7 |
ETEC | iShares Breakthrough Environmental Solutions ETF | 0.5 | 47 | 11 | 3.6 | -5.2 |
AGNG | Global X Aging Population ETF | 0.5 | 50 | 8 | 4.9 | -4.0 |
HART | IQ Healthy Hearts ETF | 0.5 | 45 | 13 | 6.6 | -2.3 |
BKIE | BNY Mellon International Equity ETF | 0.5 | 4 | 54 | 7.1 | -1.7 |
JETS | U.S. Global Jets ETF | 0.5 | 60 | -2 | 3.1 | -5.8 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 0.5 | 40 | 18 | 10.9 | +2.1 |
EAFG | Pacer Developed Markets Cash Cows Growth Leaders ETF | 0.5 | 65 | -7 | 3.7 | -5.1 |
FDTX | Fidelity Disruptive Technology ETF | 0.5 | 50 | 8 | 2.8 | -6.1 |
RODE | Hartford Multifactor Diversified International ETF | 0.5 | 29 | 29 | 11.0 | +2.1 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.5 | 41 | 17 | 7.8 | -1.1 |
FEOE | First Eagle Overseas Equity ETF | 0.5 | 79 | -21 | 8.2 | -0.6 |
AIQ | Global X Artificial Intelligence & Technology ETF | 0.5 | 68 | -10 | 4.0 | -4.9 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.4 | 20 | 38 | 5.9 | -2.9 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.4 | 25 | 33 | 6.0 | -2.8 |
VIGI | Vanguard International Dividend Appreciation ETF | 0.4 | 15 | 43 | 6.1 | -2.8 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.4 | 20 | 38 | 5.9 | -2.9 |
WDNA | WisdomTree BioRevolution Fund | 0.4 | 45 | 13 | -1.3 | -10.2 |
PRAY | FIS Christian Stock Fund | 0.4 | 69 | -11 | 5.2 | -3.7 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 0.4 | 47 | 11 | 5.3 | -3.5 |
GSFP | Goldman Sachs Future Planet Equity ETF | 0.4 | 75 | -17 | 4.7 | -4.2 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.4 | 30 | 28 | 6.2 | -2.6 |
FENI | Fidelity Enhanced International ETF | 0.4 | 28 | 30 | 6.7 | -2.1 |
EIRL | iShares MSCI Ireland ETF | 0.4 | 50 | 8 | 8.7 | -0.2 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 0.4 | 65 | -7 | 11.7 | +2.8 |
EXI | iShares Global Industrials ETF | 0.3 | 42 | 16 | 4.7 | -4.2 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 0.3 | 18 | 40 | 7.9 | -0.9 |
IBAT | iShares Energy Storage & Materials ETF | 0.3 | 47 | 11 | 5.6 | -3.3 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.3 | 9 | 49 | 6.1 | -2.8 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 0.3 | 68 | -10 | 5.8 | -3.1 |
IDRV | iShares Self-driving EV & Tech ETF | 0.3 | 47 | 11 | 1.7 | -7.2 |
FDNI | First Trust Dow Jones International Internet ETF | 0.3 | 65 | -7 | 18.4 | +9.6 |
PTEC | Global X PropTech ETF | 0.3 | 50 | 8 | 1.8 | -7.1 |
GLOF | iShares Global Equity Factor ETF | 0.3 | 20 | 38 | 6.9 | -2.0 |
IPKW | Invesco International BuyBack Achievers ETF | 0.3 | 55 | 3 | 13.5 | +4.6 |
IDMO | Invesco S&P International Developed Momentum ETF | 0.3 | 25 | 33 | 5.5 | -3.4 |
HYDR | Global X Hydrogen ETF | 0.3 | 50 | 8 | -5.5 | -14.3 |
JIG | JPMorgan International Growth ETF | 0.3 | 55 | 3 | 4.8 | -4.1 |
TOK | iShares MSCI Kokusai ETF | 0.2 | 26 | 32 | 5.3 | -3.6 |
URTH | iShares MSCI World ETF | 0.2 | 24 | 34 | 5.4 | -3.5 |
COPX | Global X Copper Miners ETF | 0.2 | 65 | -7 | 8.6 | -0.3 |
GMET | VanEck Green Metals ETF | 0.2 | 63 | -5 | 10.1 | +1.3 |
COPA | Themes Copper Miners ETF | 0.2 | 35 | 23 | 7.0 | -1.9 |
IDHQ | Invesco S&P International Developed High Quality ETF | 0.2 | 29 | 29 | 6.6 | -2.3 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.2 | 9 | 49 | 5.4 | -3.4 |
SDIV | Global X Superdividend ETF | 0.2 | 58 | 0 | 42.0 | +33.1 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 0.2 | 38 | 20 | 4.8 | -4.0 |
PRNT | 3D Printing ETF | 0.2 | 66 | -8 | 1.4 | -7.5 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 0.2 | 31 | 27 | 6.4 | -2.4 |
VOLT | Tema Electrification ETF | 0.2 | 75 | -17 | 3.0 | -5.9 |
ACWI | iShares MSCI ACWI ETF | 0.2 | 32 | 26 | 5.8 | -3.1 |
MXI | iShares Global Materials ETF | 0.2 | 41 | 17 | 8.0 | -0.9 |
DTEC | ALPS Disruptive Technologies ETF | 0.2 | 50 | 8 | 3.9 | -4.9 |
HTEC | ROBO Global Healthcare Technology and Innovation ETF | 0.2 | 68 | -10 | 2.3 | -6.5 |
QTUM | Defiance Quantum ETF | 0.2 | 40 | 18 | 5.7 | -3.2 |
IXP | iShares Global Comm Services ETF | 0.2 | 42 | 16 | 5.8 | -3.0 |
KXI | iShares Global Consumer Staples ETF | 0.2 | 41 | 17 | 5.5 | -3.4 |
MDEV | First Trust Indxx Medical Devices ETF | 0.2 | 70 | -12 | 4.4 | -4.5 |
VEGI | iShares MSCI Agriculture Producers ETF | 0.2 | 39 | 19 | 8.5 | -0.3 |
KNCT | Invesco Next Gen Connectivity ETF | 0.2 | 40 | 18 | 5.2 | -3.7 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.1 | 47 | 11 | 5.8 | -3.1 |
IXG | iShares Global Financials ETF | 0.1 | 42 | 16 | 7.0 | -1.9 |
TRFK | Pacer Data and Digital Revolution ETF | 0.1 | 60 | -2 | 3.4 | -5.4 |
SNSR | Global X Internet of Things ETF | 0.1 | 68 | -10 | 4.7 | -4.1 |
THNR | Amplify Weight Loss Drug & Treatment ETF | 0.1 | 59 | -1 | 5.6 | -3.3 |
CWI | SPDR MSCI ACWI ex-US ETF | 0.1 | 30 | 28 | 7.9 | -0.9 |
KLMT | Invesco MSCI Global Climate 500 ETF | 0.1 | 10 | 48 | 6.0 | -2.8 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 0.1 | 65 | -7 | 6.5 | -2.4 |
DMAT | Global X Disruptive Materials ETF | 0.1 | 59 | -1 | 10.1 | +1.3 |
CTEC | Global X CleanTech ETF | 0.1 | 50 | 8 | 2.8 | -6.0 |
RAYS | Global X Solar ETF | 0.1 | 51 | 7 | 7.5 | -1.3 |
TAN | Invesco Solar ETF | 0.1 | 67 | -9 | 7.8 | -1.0 |
IGPT | Invesco AI and Next Gen Software ETF | 0.1 | 60 | -2 | 4.5 | -4.4 |
IXN | iShares Global Tech ETF | 0.1 | 41 | 17 | 4.1 | -4.7 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 0.1 | 35 | 23 | 6.8 | -2.1 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.0 | 33 | 25 | 10.4 | +1.6 |
GLBL | Pacer MSCI World Industry Advantage ETF | 0.0 | 65 | -7 | 4.4 | -4.4 |
FILL | iShares MSCI Global Energy Producers ETF | 0.0 | 39 | 19 | 11.7 | +2.8 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.0 | 45 | 13 | 6.2 | -2.7 |
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 ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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