WisdomTree Europe Hedged SmallCap Equity Fund
ALTAR
Score™		 9.2% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 11.1x P/Sales
ratio		 0.6x
P/BV
ratio		 1.2x Div.
yield		 5.0%


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

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree
Website www.wisdomtree.com
Inception date Mar 04, 2015
Assets (mns) $45
Currency USD
Expense ratio 58 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 235
Wgt avg mkt cap (mns) $4,994
Large cap (>$10bn) 6.7%
Mid cap ($2-10bn) 80.7%
Small cap (<$2bn) 12.6%
Developed mkts 99.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MEDIOLANUM SPA 2.7 %
BANCO BPM SPA 2.4 %
REXEL SA 2.4 %
KLEPIERRE 1.9 %
HOCHTIEF AG 1.8 %
UNIPOL GRUPPO FINANZIARIO SP 1.8 %
BAWAG GROUP AG 1.6 %
BANKINTER SA 1.6 %
A2A SPA 1.6 %
MERLIN PROPERTIES SOCIMI S.A 1.5 %
Total 19.2 %

TOP COUNTRY EXPOSURE
ITALY 24.0 %
FRANCE 17.4 %
SPAIN 13.7 %
GERMANY 10.7 %
FINLAND 7.5 %
NETHERLANDS 6.5 %
AUSTRIA 5.6 %
BELGIUM 4.8 %
PORTUGAL 2.1 %
IRELAND 0.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
8.6% 22.1% 8.0% -- 7.7%

Market Correlations
versus... Beta R-squared
S&P500 0.69 57%
MSCI EAFE 0.78 75%
MSCI Emg. Mkts. 0.55 37%

Technical Indicators
Recent close $37.83
30d moving avg. $38.60
Annualized volatility 15.9%
Short interest (ETF) 0.1%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.3%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $1,587

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 315 potential alternatives to the WisdomTree Europe Hedged SmallCap Equity Fund ETF based on the alternatives' overlap in portfolio holdings with EUSC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EUSC Expense: 58 bp ALTAR Score™: 9.2%


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
(%)
FEUZ First Trust Eurozone AlphaDEX ETF 20.3 80 -22 6.7 -2.6
IEUS iShares MSCI Europe Small-Cap ETF 20.3 42 16 6.4 -2.8
DIM WisdomTree International MidCap Dividend Fund 17.8 58 0 7.7 -1.5
DFIS Dimensional International Small Cap ETF 15.2 39 19 6.9 -2.4
DLS WisdomTree International SmallCap Dividend Fund 15.2 58 0 8.8 -0.4
DISV Dimensional International Small Cap Value ETF 14.2 42 16 9.1 -0.1
FEP First Trust Europe AlphaDEX Fund 13.8 80 -22 7.8 -1.5
ISCF iShares International SmallCap Equity Factor ETF 12.4 23 35 9.1 -0.1
DFE WisdomTree Europe SmallCap Dividend Fund 10.8 58 0 10.7 +1.5
SCZ iShares MSCI EAFE Small-Cap ETF 10.0 40 18 6.6 -2.7
HEDJ WisdomTree Europe Hedged Equity Fund 9.7 58 0 9.5 +0.2
SCHC Schwab International Small-Cap Equity ETF 8.9 11 47 6.6 -2.7
IDV iShares International Select Dividend ETF 8.3 51 7 12.2 +3.0
EFNL iShares MSCI Finland ETF 8.3 56 2 8.0 -1.2
FNDC Schwab Fundamental International Small Co. Index ETF 7.8 39 19 7.2 -2.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 7.4 56 2 13.5 +4.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 7.2 45 13 6.5 -2.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 7.0 49 9 7.0 -2.3
AVDV Avantis International Small Cap Value ETF 6.9 36 22 8.1 -1.1
RFEU First Trust Riverfront Dynamic Europe ETF 6.9 83 -25 11.1 +1.9
EWN iShares MSCI Netherlands ETF 6.3 50 8 5.1 -4.1
GVAL Cambria Global Value ETF 6.2 68 -10 13.1 +3.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 6.1 80 -22 9.1 -0.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 6.1 7 51 6.7 -2.6
DTH WisdomTree International High Dividend Fund 6.1 58 0 10.1 +0.9
RWX SPDR Dow Jones International Real Estate ETF 5.6 59 -1 7.4 -1.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 5.3 58 0 6.5 -2.7
EWO iShares MSCI Austria ETF 5.1 50 8 14.1 +4.8
QINT American Century Quality Diversified International ETF 5.0 39 19 7.7 -1.5
DFIC Dimensional International Core Equity 2 ETF 4.8 23 35 7.7 -1.5
EWK iShares MSCI Belgium ETF 4.7 50 8 7.9 -1.3
INTF iShares International Equity Factor ETF 4.7 15 43 8.2 -1.1
DTAN Sparkline International Intangible Value ETF 4.5 55 3 9.2 -0.1
FGM First Trust Germany AlphaDEX Fund 4.5 80 -22 6.0 -3.2
RFDI First Trust Riverfront Dynamic Developed International ETF 4.5 83 -25 10.0 +0.7
DFSI Dimensional International Sustainability Core 1 ETF 4.5 24 34 6.5 -2.8
IPAV Global X Infrastructure Development ex-U.S. ETF 4.3 55 3 9.7 +0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.3 40 18 7.9 -1.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 4.2 58 0 6.4 -2.9
PBD Invesco Global Clean Energy ETF 4.1 75 -17 -5.3 -14.5
FYLD Cambria Foreign Shareholder Yield ETF 4.1 59 -1 13.6 +4.4
DWM WisdomTree International Equity Fund 4.1 48 10 8.0 -1.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 4.0 25 33 7.2 -2.1
IQDG WisdomTree International Quality Dividend Growth Fund 4.0 42 16 6.8 -2.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4.0 39 19 7.5 -1.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 4.0 39 19 7.4 -1.8
UIVM VictoryShares International Value Momentum ETF 4.0 35 23 11.0 +1.8
FLEU Franklin FTSE Eurozone ETF 3.9 9 49 7.3 -2.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.9 80 -22 3.2 -6.0
IFGL iShares International Developed Real Estate ETF 3.9 48 10 6.9 -2.3
EFAS Global X MSCI SuperDividend EAFE ETF 3.9 57 1 10.3 +1.0
JHID John Hancock International High Dividend ETF 3.8 46 12 11.3 +2.1
ERTH Invesco MSCI Sustainable Future ETF 3.7 62 -4 3.6 -5.6
IEUR iShares Core MSCI Europe ETF 3.7 11 47 7.1 -2.2
AVDE Avantis International Equity ETF 3.6 23 35 8.1 -1.2
SPEU SPDR Portfolio Europe ETF 3.6 7 51 7.1 -2.2
EWI iShares MSCI Italy ETF 3.6 50 8 8.1 -1.1
VGK Vanguard FTSE Europe ETF 3.5 11 47 7.1 -2.2
AVSD Avantis Responsible International Equity ETF 3.5 23 35 7.1 -2.1
IMOM Alpha Architect International Quantitative Momentum ETF 3.3 49 9 5.7 -3.5
AVIV Avantis International Large Cap Value ETF 3.3 25 33 9.0 -0.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3.3 80 -22 10.8 +1.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 3.2 30 28 8.0 -1.3
TEMP JPMorgan Climate Change Solutions ETF 3.2 49 9 5.5 -3.8
TTAI FCF International Quality ETF 3.2 59 -1 5.6 -3.6
DWX SPDR S&P International Dividend ETF 3.2 45 13 6.5 -2.8
FID First Trust S&P International Dividend Aristocrats ETF 3.0 60 -2 9.0 -0.3
GWX SPDR S&P International Small Cap ETF 3.0 40 18 6.5 -2.8
CCNR ALPS CoreCommodity Natural Resources ETF 3.0 39 19 11.0 +1.8
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 2.9 10 48 7.7 -1.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.8 24 34 8.7 -0.6
EZU iShares MSCI Eurozone ETF 2.7 52 6 6.6 -2.6
IVAL Alpha Architect International Quantitative Value ETF 2.7 49 9 9.5 +0.3
BOTT Themes Robotics & Automation ETF 2.7 35 23 4.7 -4.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 2.7 12 46 8.3 -1.0
WDIV SPDR S&P Global Dividend ETF 2.6 40 18 9.4 +0.1
AZTD Aztlan Global Stock Selection DM SMID ETF 2.6 75 -17 7.8 -1.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.6 25 33 7.2 -2.0
IBOT Vaneck Robotics ETF 2.4 47 11 4.1 -5.1
DFAI Dimensional International Core Equity Market ETF 2.3 18 40 7.3 -1.9
IEFA iShares Core MSCI EAFE ETF 2.3 7 51 7.1 -2.1
VGSR Vert Global Sustainable Real Estate ETF 2.2 47 11 5.6 -3.6
FLGR Franklin FTSE Germany ETF 2.2 9 49 7.0 -2.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.2 45 13 -0.6 -9.8
EWP iShares MSCI Spain ETF 2.1 50 8 8.4 -0.9
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.1 42 16 8.1 -1.2
IDEV iShares Core MSCI International Developed Markets ETF 2.1 4 54 7.1 -2.1
AIVI WisdomTree International AI Enhanced Value Fund 2.1 58 0 8.5 -0.7
AVRE Avantis Real Estate ETF 2.0 17 41 5.9 -3.4
FLEE Franklin FTSE Europe ETF 2.0 9 49 7.2 -2.1
IQIN IQ 500 International ETF 2.0 25 33 9.2 -0.0
VWID Virtus WMC International Dividend ETF 2.0 49 9 9.6 +0.3
JPIN J.P. Morgan Diversified Return International Equity ETF 2.0 37 21 8.9 -0.4
SPDW SPDR Portfolio Developed World ex-US ETF 2.0 3 55 7.2 -2.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.9 45 13 8.9 -0.3
LVHI Franklin International Low Volatility High Dividend Index ET 1.9 40 18 10.1 +0.9
DWMF WisdomTree International Multifactor Fund 1.9 38 20 7.4 -1.8
VEA Vanguard FTSE Developed Markets ETF 1.9 5 53 7.3 -1.9
WWJD Inspire International ETF 1.8 80 -22 7.3 -2.0
OCEN IQ Clean Oceans ETF 1.8 45 13 6.1 -3.2
FDEV Fidelity International Multifactor ETF 1.7 18 40 7.8 -1.5
BTEK Future Tech ETF 1.7 88 -30 2.3 -7.0
CUT Invesco MSCI Global Timber ETF 1.7 61 -3 8.4 -0.8
EWG iShares MSCI Germany ETF 1.7 50 8 6.4 -2.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.6 47 11 9.4 +0.1
BNE Blue Horizon BNE ETF 1.6 87 -29 4.6 -4.6
RWO SPDR Dow Jones Global Real Estate ETF 1.6 50 8 6.1 -3.1
ERET iShares Environmentally Aware Real Estate ETF 1.5 30 28 6.5 -2.8
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.5 50 8 5.3 -3.9
EUDV ProShares MSCI Europe Dividend Growers ETF 1.5 55 3 5.3 -4.0
EWQ iShares MSCI France ETF 1.5 53 5 6.3 -2.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.5 65 -7 0.2 -9.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.5 58 0 4.6 -4.7
FAN First Trust Global Wind Energy ETF 1.5 60 -2 5.5 -3.7
FRNW Fidelity Clean Energy ETF 1.5 39 19 2.6 -6.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.5 80 -22 5.6 -3.6
IDOG ALPS International Sector Dividend Dogs ETF 1.5 50 8 12.8 +3.6
REET iShares Global REIT ETF 1.5 14 44 6.2 -3.0
IXUS iShares Core MSCI Total International Stock ETF 1.4 7 51 7.2 -2.1
FIXT Procure Disaster Recovery Strategy ETF 1.4 75 -17 5.8 -3.4
DMXF iShares ESG Advanced MSCI EAFE ETF 1.4 12 46 5.5 -3.7
PEX ProShares Global Listed Private Equity ETF 1.4 81 -23 11.7 +2.5
SDIV Global X Superdividend ETF 1.4 58 0 14.9 +5.7
GQRE FlexShares Global Quality Real Estate Index Fund 1.4 45 13 5.9 -3.3
FNDF Schwab Fundamental International Large Co. Index ETF 1.4 25 33 9.9 +0.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.4 70 -12 3.5 -5.7
BULD Pacer BlueStar Engineering the Future ETF 1.4 60 -2 1.7 -7.5
ROBO ROBO Global Robotics & Automation Index ETF 1.4 95 -37 3.5 -5.8
VXUS Vanguard Total International Stock ETF 1.4 7 51 7.2 -2.0
VSGX Vanguard ESG International Stock ETF 1.3 12 46 6.8 -2.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.3 12 46 5.9 -3.4
IDLV Invesco S&P International Developed Low Volatility ETF 1.3 25 33 6.2 -3.0
BLDG Cambria Global Real Estate ETF 1.3 60 -2 14.3 +5.0
DFGR Dimensional Global Real Estate ETF 1.3 22 36 6.2 -3.0
BETZ Roundhill Sports Betting & iGaming ETF 1.3 75 -17 1.6 -7.7
BJK VanEck Gaming ETF 1.3 65 -7 1.4 -7.9
ODDS Pacer BlueStar Digital Entertainment ETF 1.3 60 -2 2.3 -6.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.3 46 12 6.5 -2.8
IQRA IQ CBRE Real Assets ETF 1.3 65 -7 5.2 -4.0
IQDF FlexShares International Quality Dividend Index Fund 1.3 47 11 12.9 +3.7
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.2 55 3 2.9 -6.4
SMOG VanEck Low Carbon Energy ETF 1.2 61 -3 2.4 -6.9
FDTX Fidelity Disruptive Technology ETF 1.2 50 8 2.8 -6.5
IGRO iShares International Dividend Growth ETF 1.2 15 43 7.5 -1.7
CGDG Capital Group Dividend Growers ETF 1.2 47 11 6.6 -2.6
PICK iShares MSCI Global Metals & Mining Producers ETF 1.2 39 19 12.8 +3.6
CGW Invesco S&P Global Water Index ETF 1.2 57 1 4.4 -4.8
EQIN Columbia US Equity Income ETF 1.2 35 23 8.3 -0.9
CLNR IQ Cleaner Transport ETF 1.2 45 13 6.8 -2.4
BLES Inspire Global Hope ETF 1.1 61 -3 6.4 -2.8
FINE Themes European Luxury ETF 1.1 35 23 -2.3 -11.5
FENI Fidelity Enhanced International ETF 1.1 28 30 8.1 -1.2
SCHF Schwab International Equity ETF 1.1 6 52 7.5 -1.8
GSFP Goldman Sachs Future Planet Equity ETF 1.1 75 -17 4.2 -5.0
EUFN iShares MSCI Europe Financials ETF 1.1 51 7 8.1 -1.1
LNGG Roundhill Alerian LNG ETF 1.1 65 -7 9.1 -0.1
EFV iShares MSCI EAFE Value ETF 1.1 34 24 9.4 +0.2
ESGD iShares ESG Aware MSCI EAFE ETF 1.1 20 38 6.9 -2.3
DEW WisdomTree Global High Dividend Fund 1.0 58 0 8.5 -0.7
BINV Brandes International ETF 1.0 70 -12 8.5 -0.7
VIDI Vident International Equity Strategy ETF 1.0 61 -3 10.2 +1.0
ETEC iShares Breakthrough Environmental Solutions ETF 1.0 47 11 8.0 -1.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.0 30 28 7.3 -2.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.0 20 38 6.5 -2.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.9 20 38 6.9 -2.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.9 22 36 6.6 -2.7
PIO Invesco Global Water ETF 0.9 75 -17 5.2 -4.1
EFA iShares MSCI EAFE ETF 0.9 35 23 6.9 -2.3
IVEG iShares Emergent Food and AgTech Multisector ETF 0.9 47 11 8.0 -1.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.9 9 49 8.1 -1.1
VYMI Vanguard International High Dividend Yield ETF 0.9 22 36 9.8 +0.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.9 36 22 6.6 -2.7
BLLD JPMorgan Sustainable Infrastructure ETF 0.9 49 9 5.7 -3.6
IQLT iShares MSCI Intl Quality Factor ETF 0.9 30 28 6.2 -3.0
TINT ProShares Smart Materials ETF 0.9 58 0 6.4 -2.8
AHOY Newday Ocean Health ETF 0.9 75 -17 6.2 -3.1
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.9 75 -17 7.9 -1.3
IEV iShares Europe ETF 0.8 67 -9 6.6 -2.6
HFXI IQ FTSE International Equity Currency Neutral ETF 0.8 20 38 7.1 -2.2
BBEU JPMorgan BetaBuilders Europe ETF 0.8 9 49 7.1 -2.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.8 46 12 4.9 -4.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.8 39 19 -1.7 -10.9
PSP Invesco Global Listed Private Equity ETF 0.8 106 -48 7.7 -1.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.8 8 50 7.3 -2.0
HART IQ Healthy Hearts ETF 0.8 45 13 5.0 -4.3
PRAY FIS Christian Stock Fund 0.8 69 -11 5.9 -3.3
IMTM iShares MSCI Intl Momentum Factor ETF 0.8 30 28 6.3 -2.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.8 60 -2 6.4 -2.8
INDS Pacer Industrial Real Estate ETF 0.8 55 3 5.7 -3.6
SHLD Global X Defense Tech ETF 0.8 50 8 4.6 -4.6
NATO Themes Transatlantic Defense ETF 0.8 35 23 3.2 -6.1
MOTG VanEck Morningstar Global Wide Moat ETF 0.7 52 6 5.6 -3.6
LUXX Roundhill S&P Global Luxury ETF 0.7 45 13 2.9 -6.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.7 14 44 6.2 -3.0
IWTR iShares MSCI Water Management Multisector ETF 0.7 47 11 5.0 -4.2
EFG iShares MSCI EAFE Growth ETF 0.7 36 22 4.5 -4.7
GBUY Goldman Sachs Future Consumer Equity ETF 0.7 75 -17 3.3 -5.9
XT iShares Exponential Technologies ETF 0.7 46 12 4.8 -4.5
TOGA Tremblant Global ETF 0.7 69 -11 1.9 -7.4
IPKW Invesco International BuyBack Achievers ETF 0.7 55 3 11.0 +1.8
BTECX Baron Technology 0.7 75 -17 2.4 -6.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.7 45 13 5.7 -3.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.7 29 29 8.6 -0.6
IQSI IQ Candriam International Equity ETF 0.7 15 43 6.6 -2.6
LUX Tema Luxury ETF 0.6 75 -17 3.0 -6.2
FIVA Fidelity International Value Factor ETF 0.6 18 40 10.2 +1.0
VEGI iShares MSCI Agriculture Producers ETF 0.6 39 19 9.2 -0.0
ICLN iShares Global Clean Energy ETF 0.6 41 17 6.0 -3.3
RNRG Global X Renewable Energy Producers ETF 0.6 66 -8 5.5 -3.7
BIGFX Baron International Growth Retail 0.6 75 -17 3.1 -6.1
AGNG Global X Aging Population ETF 0.6 50 8 4.2 -5.0
VIGI Vanguard International Dividend Appreciation ETF 0.6 15 43 6.4 -2.8
TPIF Timothy Plan International ETF 0.6 62 -4 6.8 -2.5
DIHP Dimensional International High Profitability ETF 0.6 29 29 7.6 -1.6
EXI iShares Global Industrials ETF 0.6 42 16 4.5 -4.7
FIDI Fidelity International High Dividend ETF 0.6 18 40 10.9 +1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 16 5.1 -4.1
IVLU iShares MSCI Intl Value Factor ETF 0.6 30 28 11.4 +2.2
IDMO Invesco S&P International Developed Momentum ETF 0.6 25 33 5.9 -3.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.6 20 38 7.0 -2.3
PTEC Global X PropTech ETF 0.6 50 8 1.6 -7.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.6 34 24 7.0 -2.3
GINN Goldman Sachs Innovate Equity ETF 0.6 52 6 2.8 -6.5
VCLN Virtus Duff & Phelps Clean Energy ETF 0.5 59 -1 3.9 -5.4
KOCG FIS Knights of Columbus Global Belief ETF 0.5 75 -17 5.0 -4.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 17 7.4 -1.8
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -31 4.9 -4.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.5 34 24 5.9 -3.4
DTEC ALPS Disruptive Technologies ETF 0.5 50 8 3.7 -5.6
JHMD John Hancock Multifactor Developed International ETF 0.5 39 19 7.8 -1.5
DMAT Global X Disruptive Materials ETF 0.5 59 -1 10.5 +1.3
BKIE BNY Mellon International Equity ETF 0.5 4 54 7.1 -2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 46 4.8 -4.5
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.5 9 49 9.9 +0.7
BATT Amplify Lithium & Battery Technology ETF 0.5 59 -1 -0.1 -9.3
REMX VanEck Rare Earth/Strategic Metals ETF 0.5 54 4 13.9 +4.7
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.5 85 -27 8.6 -0.7
ION ProShares S&P Global Core Battery Metals ETF 0.5 58 0 15.5 +6.3
LIMI Themes Lithium & Battery Metal Miners ETF 0.5 35 23 4.7 -4.5
SDG iShares MSCI Global Sustainable Development Goals ETF 0.5 49 9 5.6 -3.6
FDD First Trust Stoxx European Select Dividend Index Fund 0.5 58 0 13.6 +4.4
FTAG First Trust Indxx Global Agriculture ETF 0.5 70 -12 9.7 +0.4
MOO VanEck Agribusiness ETF 0.5 53 5 9.7 +0.5
VT Vanguard Total World Stock ETF 0.5 7 51 5.5 -3.7
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -10 4.0 -5.2
ZSB USCF Sustainable Battery Metals Strategy Fund 0.5 61 -3 18.6 +9.4
GII SPDR S&P Global Infrastructure ETF 0.5 40 18 4.3 -4.9
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.5 75 -17 4.6 -4.6
IGF iShares Global Infrastructure ETF 0.5 41 17 4.3 -4.9
DFIV Dimensional International Value ETF 0.4 27 31 10.0 +0.7
LIT Global X Lithium & Battery Tech ETF 0.4 75 -17 9.1 -0.2
SETM Sprott Energy Transition Materials ETF 0.4 65 -7 6.0 -3.3
NIKL Sprott Nickel Miners ETF 0.4 75 -17 10.2 +1.0
CIL VictoryShares International Volatility Wtd ETF 0.4 45 13 7.0 -2.3
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.4 51 7 7.1 -2.1
EFRA iShares Environmental Infrastructure and Industrials ETF 0.4 47 11 4.9 -4.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 33 5.6 -3.6
SHPP Pacer Industrials and Logistics ETF 0.4 60 -2 9.9 +0.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.4 46 12 9.3 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 0.4 80 -22 3.8 -5.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.3 65 -7 12.8 +3.5
FDNI First Trust Dow Jones International Internet ETF 0.3 65 -7 2.1 -7.1
SOCL Global X Social Media ETF 0.3 65 -7 -6.4 -15.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 40 7.0 -2.2
SCHY Schwab International Dividend Equity ETF 0.3 14 44 9.3 +0.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 49 5.4 -3.9
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.3 65 -7 4.3 -4.9
CARZ First Trust NASDAQ Global Auto Index Fund 0.3 70 -12 3.8 -5.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.3 68 -10 -0.1 -9.4
EIRL iShares MSCI Ireland ETF 0.3 50 8 7.1 -2.1
MDEV First Trust Indxx Medical Devices ETF 0.3 70 -12 4.3 -5.0
COPX Global X Copper Miners ETF 0.3 65 -7 8.2 -1.0
GMET VanEck Green Metals ETF 0.3 63 -5 10.7 +1.4
OAIM OneAscent International Equity ETF 0.3 95 -37 5.1 -4.1
COPA Themes Copper Miners ETF 0.3 35 23 7.3 -2.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 49 5.2 -4.0
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -2 3.5 -5.7
WRND IQ Global Equity R&D Leaders ETF 0.2 18 40 7.5 -1.7
FBOT Fidelity Disruptive Automation ETF 0.2 50 8 3.6 -5.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 11 5.5 -3.8
CZAR Themes Natural Monopoly ETF 0.2 35 23 6.3 -3.0
TRFK Pacer Data and Digital Revolution ETF 0.2 60 -2 4.0 -5.2
TOK iShares MSCI Kokusai ETF 0.2 26 32 5.0 -4.2
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 29 6.5 -2.8
MXI iShares Global Materials ETF 0.2 41 17 7.0 -2.3
ROOF IQ CBRE NextGen Real Estate ETF 0.2 60 -2 8.1 -1.1
SNSR Global X Internet of Things ETF 0.2 68 -10 4.6 -4.6
GLOF iShares Global Equity Factor ETF 0.2 20 38 7.0 -2.2
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 28 5.9 -3.3
URTH iShares MSCI World ETF 0.2 24 34 5.2 -4.1
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -2 3.8 -5.4
NUDM Nuveen ESG International Developed Markets Equity ETF 0.2 31 27 6.7 -2.6
QTUM Defiance Quantum ETF 0.2 40 18 3.6 -5.6
HYDR Global X Hydrogen ETF 0.2 50 8 -15.6 -24.8
IBAT iShares Energy Storage & Materials ETF 0.2 47 11 3.1 -6.1
JXI iShares Global Utilities ETF 0.2 43 15 5.9 -3.3
IXG iShares Global Financials ETF 0.2 42 16 6.2 -3.1
UFO Procure Space ETF 0.2 75 -17 -2.0 -11.2
KNO AXS Knowledge Leaders ETF 0.2 78 -20 4.9 -4.3
ACWI iShares MSCI ACWI ETF 0.2 32 26 5.3 -4.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 38 5.2 -4.1
PRNT 3D Printing ETF 0.2 66 -8 0.7 -8.6
BMED Future Health ETF 0.2 85 -27 -0.2 -9.5
RODE Hartford Multifactor Diversified International ETF 0.2 29 29 11.8 +2.5
THNR Amplify Weight Loss Drug & Treatment ETF 0.2 59 -1 5.2 -4.1
KXI iShares Global Consumer Staples ETF 0.2 41 17 5.7 -3.5
EATV VegTech Plant-based Innovation & Climate ETF 0.2 75 -17 2.1 -7.1
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 28 6.9 -2.3
PATN Pacer Nasdaq International Patent Leaders ETF 0.1 65 -7 6.5 -2.7
TAN Invesco Solar ETF 0.1 67 -9 10.4 +1.2
IXN iShares Global Tech ETF 0.1 41 17 4.5 -4.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 23 6.6 -2.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.0 32 26 6.0 -3.3
FILL iShares MSCI Global Energy Producers ETF 0.0 39 19 9.6 +0.4
ANEW ProShares MSCI Transformational Changes ETF 0.0 45 13 3.6 -5.7

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

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.1 %
Divided by: Fwd. P/BV 1.1 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 9.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.60
 
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.