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) | $49 |
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 | 235 |
Wgt avg mkt cap (mns) | $5,066 |
Large cap (>$10bn) | 7.4% |
Mid cap ($2-10bn) | 80.9% |
Small cap (<$2bn) | 11.8% |
Developed mkts | 99.0% |
Emerging mkts | 0.0% |
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 % |
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ITALY | 24.0 % |
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FRANCE | 17.4 % |
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SPAIN | 13.7 % |
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GERMANY | 10.7 % |
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FINLAND | 7.5 % |
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NETHERLANDS | 6.5 % |
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AUSTRIA | 5.6 % |
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BELGIUM | 4.8 % |
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PORTUGAL | 2.1 % |
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IRELAND | 0.3 % |
HISTORICAL PERFORMANCE ![info](../images/info2.jpg)
![info](../images/info2.jpg)
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
10.4% | 17.6% | 9.8% | -- | 8.0% |
versus... | Beta | R-squared |
S&P500 | 0.69 | 59% |
MSCI EAFE | 0.80 | 75% |
MSCI Emg. Mkts. | 0.58 | 38% |
Recent close | $37.33 |
30d moving avg. | $37.72 |
Annualized volatility | 16.1% |
Short interest (ETF) | 0.2% |
Relative strength (RSI) | 58 |
Avg. volume (thou.) | 5 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.10% |
ADV underlying (mns) | $1,111 |
FINDING ALTERNATIVE FUNDS
Below is a list of 301 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™: | 9.5% |
Ticker | Fund Name |
Overlap1 vs EUSC (%) |
Expense ratio (bp) |
Savings vs EUSC (bp) |
ALTAR Score™ (%) |
ALTAR vs EUSC (%) |
FEUZ | First Trust Eurozone AlphaDEX ETF | 23.4 | 80 | -22 | 4.7 | -4.8 |
IEUS | iShares MSCI Europe Small-Cap ETF | 19.7 | 42 | 16 | 6.1 | -3.4 |
DIM | WisdomTree International MidCap Dividend Fund | 17.8 | 58 | 0 | 7.7 | -1.8 |
FEP | First Trust Europe AlphaDEX Fund | 16.0 | 80 | -22 | 5.9 | -3.6 |
DLS | WisdomTree International SmallCap Dividend Fund | 15.2 | 58 | 0 | 8.9 | -0.6 |
DFIS | Dimensional International Small Cap ETF | 14.9 | 39 | 19 | 6.8 | -2.7 |
DISV | Dimensional International Small Cap Value ETF | 14.0 | 42 | 16 | 9.3 | -0.2 |
ISCF | iShares International SmallCap Equity Factor ETF | 12.2 | 23 | 35 | 9.1 | -0.4 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 10.8 | 58 | 0 | 11.1 | +1.6 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 10.1 | 40 | 18 | 6.4 | -3.1 |
HEDJ | WisdomTree Europe Hedged Equity Fund | 9.7 | 58 | 0 | 9.4 | -0.1 |
SCHC | Schwab International Small-Cap Equity ETF | 9.1 | 11 | 47 | 6.6 | -2.9 |
EFNL | iShares MSCI Finland ETF | 8.3 | 56 | 2 | 7.9 | -1.6 |
IDV | iShares International Select Dividend ETF | 7.9 | 51 | 7 | 12.3 | +2.8 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 7.8 | 39 | 19 | 7.3 | -2.2 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 7.6 | 80 | -22 | 8.9 | -0.6 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 7.5 | 56 | 2 | 13.8 | +4.3 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 7.2 | 45 | 13 | 6.5 | -3.0 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 6.9 | 49 | 9 | 7.0 | -2.5 |
AVDV | Avantis International Small Cap Value ETF | 6.9 | 36 | 22 | 8.3 | -1.2 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 6.5 | 7 | 51 | 6.7 | -2.8 |
GVAL | Cambria Global Value ETF | 6.3 | 68 | -10 | 13.4 | +3.9 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 6.2 | 83 | -25 | 10.6 | +1.1 |
DTH | WisdomTree International High Dividend Fund | 6.1 | 58 | 0 | 9.9 | +0.4 |
EWN | iShares MSCI Netherlands ETF | 5.9 | 50 | 8 | 4.7 | -4.8 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 5.3 | 58 | 0 | 6.0 | -3.5 |
RWX | SPDR Dow Jones International Real Estate ETF | 5.3 | 59 | -1 | 6.4 | -3.1 |
EWO | iShares MSCI Austria ETF | 5.1 | 50 | 8 | 13.4 | +3.9 |
QINT | American Century Quality Diversified International ETF | 5.0 | 39 | 19 | 7.7 | -1.8 |
FYLD | Cambria Foreign Shareholder Yield ETF | 4.9 | 59 | -1 | 12.9 | +3.4 |
DFIC | Dimensional International Core Equity 2 ETF | 4.7 | 23 | 35 | 7.7 | -1.8 |
EWK | iShares MSCI Belgium ETF | 4.7 | 50 | 8 | 7.6 | -1.9 |
FGM | First Trust Germany AlphaDEX Fund | 4.5 | 80 | -22 | 6.2 | -3.3 |
IPAV | Global X Infrastructure Developement ex-U.S. ETF | 4.5 | 55 | 3 | 9.7 | +0.2 |
DFSI | Dimensional International Sustainability Core 1 ETF | 4.4 | 24 | 34 | 6.3 | -3.2 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 4.4 | 80 | -22 | 3.6 | -5.9 |
FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 4.4 | 80 | -22 | 10.2 | +0.7 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 4.3 | 40 | 18 | 7.9 | -1.6 |
INTF | iShares International Equity Factor ETF | 4.2 | 15 | 43 | 8.2 | -1.3 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 4.2 | 58 | 0 | 6.2 | -3.3 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 4.2 | 83 | -25 | 9.7 | +0.3 |
DWM | WisdomTree International Equity Fund | 4.1 | 48 | 10 | 7.9 | -1.6 |
IFGL | iShares International Developed Real Estate ETF | 4.0 | 48 | 10 | 6.5 | -3.0 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 4.0 | 25 | 33 | 6.9 | -2.6 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 4.0 | 42 | 16 | 6.5 | -3.0 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 4.0 | 39 | 19 | 7.6 | -1.9 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 4.0 | 39 | 19 | 7.5 | -2.0 |
UIVM | VictoryShares International Value Momentum ETF | 4.0 | 35 | 23 | 11.0 | +1.5 |
FLEU | Franklin FTSE Eurozone ETF | 3.9 | 9 | 49 | 7.1 | -2.4 |
PBD | Invesco Global Clean Energy ETF | 3.8 | 75 | -17 | -3.5 | -13.0 |
ERTH | Invesco MSCI Sustainable Future ETF | 3.8 | 62 | -4 | 3.4 | -6.1 |
JHID | John Hancock International High Dividend ETF | 3.8 | 46 | 12 | 11.3 | +1.8 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 3.7 | 57 | 1 | 9.6 | +0.1 |
AVDE | Avantis International Equity ETF | 3.6 | 23 | 35 | 8.1 | -1.4 |
EWI | iShares MSCI Italy ETF | 3.6 | 50 | 8 | 8.6 | -0.9 |
IEUR | iShares Core MSCI Europe ETF | 3.6 | 11 | 47 | 6.8 | -2.7 |
SPEU | SPDR Portfolio Europe ETF | 3.4 | 7 | 51 | 6.8 | -2.7 |
VGK | Vanguard FTSE Europe ETF | 3.4 | 11 | 47 | 6.9 | -2.6 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 3.3 | 30 | 28 | 8.1 | -1.4 |
AVIV | Avantis International Large Cap Value ETF | 3.3 | 25 | 33 | 9.2 | -0.3 |
TEMP | JPMorgan Climate Change Solutions ETF | 3.2 | 49 | 9 | 5.6 | -3.9 |
DWX | SPDR S&P International Dividend ETF | 3.1 | 45 | 13 | 6.3 | -3.2 |
FID | First Trust S&P International Dividend Aristocrats ETF | 3.0 | 60 | -2 | 9.2 | -0.3 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 2.9 | 10 | 48 | 7.6 | -1.9 |
GWX | SPDR S&P International Small Cap ETF | 2.8 | 40 | 18 | 6.7 | -2.8 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 2.8 | 12 | 46 | 7.9 | -1.6 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 2.8 | 24 | 34 | 8.7 | -0.8 |
EZU | iShares MSCI Eurozone ETF | 2.7 | 52 | 6 | 6.5 | -3.0 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 2.6 | 25 | 33 | 7.2 | -2.3 |
WDIV | SPDR S&P Global Dividend ETF | 2.6 | 40 | 18 | 9.6 | +0.1 |
IVAL | Alpha Architect International Quantitative Value ETF | 2.5 | 49 | 9 | 12.0 | +2.5 |
TTAI | FCF International Quality ETF | 2.5 | 59 | -1 | 6.1 | -3.4 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 2.5 | 49 | 9 | 6.7 | -2.8 |
IBOT | Vaneck Robotics ETF | 2.5 | 47 | 11 | 4.2 | -5.3 |
DFAI | Dimensional International Core Equity Market ETF | 2.3 | 18 | 40 | 7.2 | -2.3 |
IEFA | iShares Core MSCI EAFE ETF | 2.2 | 7 | 51 | 7.0 | -2.5 |
FLGR | Franklin FTSE Germany ETF | 2.2 | 9 | 49 | 7.1 | -2.4 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 2.2 | 45 | 13 | -0.3 | -9.8 |
EWP | iShares MSCI Spain ETF | 2.1 | 50 | 8 | 8.3 | -1.2 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 2.1 | 42 | 16 | 7.9 | -1.6 |
AIVI | WisdomTree International AI Enhanced Value Fund | 2.1 | 58 | 0 | 8.2 | -1.3 |
IDEV | iShares Core MSCI International Developed Markets ETF | 2.1 | 4 | 54 | 7.0 | -2.5 |
AVRE | Avantis Real Estate ETF | 2.0 | 17 | 41 | 5.7 | -3.8 |
FLEE | Franklin FTSE Europe ETF | 2.0 | 9 | 49 | 6.9 | -2.6 |
IQIN | IQ 500 International ETF | 2.0 | 25 | 33 | 9.1 | -0.4 |
VWID | Virtus WMC International Dividend ETF | 2.0 | 49 | 9 | 9.3 | -0.2 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 2.0 | 37 | 21 | 8.8 | -0.7 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 2.0 | 65 | -7 | 1.3 | -8.2 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 2.0 | 3 | 55 | 7.1 | -2.4 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 1.9 | 40 | 18 | 10.2 | +0.7 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 1.9 | 45 | 13 | 8.9 | -0.6 |
DWMF | WisdomTree International Multifactor Fund | 1.9 | 38 | 20 | 7.4 | -2.1 |
VEA | Vanguard FTSE Developed Markets ETF | 1.9 | 5 | 53 | 7.2 | -2.3 |
WWJD | Inspire International ETF | 1.8 | 80 | -22 | 7.2 | -2.3 |
OCEN | IQ Clean Oceans ETF | 1.8 | 45 | 13 | 6.0 | -3.5 |
ERET | iShares Environmentally Aware Real Estate ETF | 1.8 | 30 | 28 | 6.4 | -3.1 |
FDEV | Fidelity International Multifactor ETF | 1.7 | 18 | 40 | 7.6 | -1.9 |
BTEK | Future Tech ETF | 1.7 | 88 | -30 | 2.3 | -7.2 |
EWG | iShares MSCI Germany ETF | 1.7 | 50 | 8 | 6.6 | -2.9 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 1.6 | 58 | 0 | 4.9 | -4.6 |
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 | 5.2 | -4.3 |
BLDG | Cambria Global Real Estate ETF | 1.6 | 60 | -2 | 9.1 | -0.4 |
RWO | SPDR Dow Jones Global Real Estate ETF | 1.6 | 50 | 8 | 5.9 | -3.6 |
CUT | Invesco MSCI Global Timber ETF | 1.6 | 61 | -3 | 8.6 | -0.9 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 1.6 | 75 | -17 | 4.7 | -4.8 |
REET | iShares Global REIT ETF | 1.5 | 14 | 44 | 6.2 | -3.3 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 1.5 | 50 | 8 | 5.1 | -4.4 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 1.5 | 55 | 3 | 5.1 | -4.4 |
EWQ | iShares MSCI France ETF | 1.5 | 53 | 5 | 6.0 | -3.5 |
SDIV | Global X Superdividend ETF | 1.5 | 58 | 0 | 15.0 | +5.5 |
FAN | First Trust Global Wind Energy ETF | 1.5 | 60 | -2 | 5.5 | -4.0 |
FRNW | Fidelity Clean Energy ETF | 1.5 | 39 | 19 | 2.4 | -7.1 |
IDOG | ALPS International Sector Dividend Dogs ETF | 1.5 | 50 | 8 | 11.9 | +2.4 |
EAFG | Pacer Developed Markets Cash Cows Growth Leaders ETF | 1.5 | 65 | -7 | 6.3 | -3.2 |
IXUS | iShares Core MSCI Total International Stock ETF | 1.5 | 7 | 51 | 7.2 | -2.3 |
FIXT | Procure Disaster Recovery Strategy ETF | 1.4 | 75 | -17 | 6.2 | -3.3 |
PEX | ProShares Global Listed Private Equity ETF | 1.4 | 81 | -23 | 12.3 | +2.8 |
BULD | Pacer BlueStar Engineering the Future ETF | 1.4 | 60 | -2 | 1.5 | -8.0 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 1.4 | 45 | 13 | 6.0 | -3.5 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 1.4 | 25 | 33 | 9.6 | +0.1 |
VSGX | Vanguard ESG International Stock ETF | 1.4 | 12 | 46 | 6.8 | -2.7 |
DFGR | Dimensional Global Real Estate ETF | 1.4 | 22 | 36 | 6.0 | -3.5 |
VXUS | Vanguard Total International Stock ETF | 1.4 | 7 | 51 | 7.2 | -2.3 |
ROBO | ROBO Global Robotics & Automation Index ETF | 1.4 | 95 | -37 | 3.9 | -5.6 |
PABD | iShares Paris-Aligned Climate MSCI World ex USA ETF | 1.3 | 12 | 46 | 5.7 | -3.8 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 1.3 | 12 | 46 | 5.4 | -4.1 |
BETZ | Roundhill Sports Betting & iGaming ETF | 1.3 | 75 | -17 | 2.0 | -7.5 |
BJK | VanEck Gaming ETF | 1.3 | 65 | -7 | 1.9 | -7.6 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 1.3 | 60 | -2 | 2.6 | -6.9 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 1.3 | 46 | 12 | 6.4 | -3.1 |
IQRA | IQ CBRE Real Assets ETF | 1.3 | 65 | -7 | 5.2 | -4.3 |
IQDF | FlexShares International Quality Dividend Index Fund | 1.3 | 47 | 11 | 12.6 | +3.1 |
SMOG | VanEck Low Carbon Energy ETF | 1.3 | 61 | -3 | 2.8 | -6.7 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 1.2 | 25 | 33 | 5.7 | -3.8 |
NBCT | Neuberger Berman Carbon Transition Infrastructure ETF | 1.2 | 55 | 3 | 3.3 | -6.2 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 1.2 | 39 | 19 | 14.0 | +4.5 |
FDTX | Fidelity Disruptive Technology ETF | 1.2 | 50 | 8 | 3.2 | -6.3 |
CGW | Invesco S&P Global Water Index ETF | 1.2 | 57 | 1 | 3.9 | -5.6 |
EQIN | Columbia US Equity Income ETF | 1.2 | 35 | 23 | 8.6 | -0.9 |
CLNR | IQ Cleaner Transport ETF | 1.2 | 45 | 13 | 7.1 | -2.4 |
IGRO | iShares International Dividend Growth ETF | 1.2 | 15 | 43 | 7.2 | -2.3 |
BLES | Inspire Global Hope ETF | 1.1 | 61 | -3 | 6.6 | -2.9 |
FINE | Themes European Luxury ETF | 1.1 | 35 | 23 | -2.1 | -11.6 |
FENI | Fidelity Enhanced International ETF | 1.1 | 28 | 30 | 8.0 | -1.5 |
EUFN | iShares MSCI Europe Financials ETF | 1.1 | 51 | 7 | 8.3 | -1.2 |
GSFP | Goldman Sachs Future Planet Equity ETF | 1.1 | 75 | -17 | 4.5 | -5.0 |
SCHF | Schwab International Equity ETF | 1.1 | 6 | 52 | 7.4 | -2.1 |
LNGG | Roundhill Alerian LNG ETF | 1.1 | 65 | -7 | 9.4 | -0.1 |
EFV | iShares MSCI EAFE Value ETF | 1.0 | 34 | 24 | 9.2 | -0.3 |
DEW | WisdomTree Global High Dividend Fund | 1.0 | 58 | 0 | 8.7 | -0.7 |
BINV | Brandes International ETF | 1.0 | 70 | -12 | 8.4 | -1.1 |
ETEC | iShares Breakthrough Environmental Solutions ETF | 1.0 | 47 | 11 | 8.4 | -1.1 |
VIDI | Vident International Equity Strategy ETF | 1.0 | 61 | -3 | 10.8 | +1.3 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 0.9 | 80 | -22 | 5.0 | -4.5 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 0.9 | 20 | 38 | 6.7 | -2.8 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 0.9 | 20 | 38 | 6.3 | -3.2 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 0.9 | 20 | 38 | 6.9 | -2.6 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 0.9 | 30 | 28 | 6.9 | -2.6 |
VYMI | Vanguard International High Dividend Yield ETF | 0.9 | 22 | 36 | 9.9 | +0.4 |
XT | iShares Exponential Technologies ETF | 0.9 | 46 | 12 | 4.9 | -4.6 |
PIO | Invesco Global Water ETF | 0.9 | 75 | -17 | 5.4 | -4.1 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 0.9 | 22 | 36 | 6.0 | -3.5 |
IVEG | iShares Emergent Food and AgTech Multisector ETF | 0.9 | 47 | 11 | 8.3 | -1.2 |
SEA | U.S. Global Sea to Sky Cargo ETF | 0.9 | 60 | -2 | 19.0 | +9.5 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 0.9 | 9 | 49 | 7.9 | -1.6 |
EFA | iShares MSCI EAFE ETF | 0.9 | 35 | 23 | 6.7 | -2.8 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 0.9 | 36 | 22 | 6.6 | -2.9 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 0.9 | 49 | 9 | 5.4 | -4.1 |
TINT | ProShares Smart Materials ETF | 0.9 | 58 | 0 | 6.3 | -3.2 |
AHOY | Newday Ocean Health ETF | 0.9 | 75 | -17 | 5.9 | -3.6 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 0.9 | 75 | -17 | 7.5 | -2.0 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 0.8 | 20 | 38 | 7.0 | -2.5 |
BBEU | JPMorgan BetaBuilders Europe ETF | 0.8 | 9 | 49 | 6.9 | -2.6 |
IQLT | iShares MSCI Intl Quality Factor ETF | 0.8 | 30 | 28 | 6.1 | -3.4 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.8 | 46 | 12 | 5.1 | -4.4 |
FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 0.8 | 39 | 19 | -1.8 | -11.3 |
PSP | Invesco Global Listed Private Equity ETF | 0.8 | 106 | -48 | 8.4 | -1.1 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 0.8 | 8 | 50 | 7.3 | -2.2 |
HART | IQ Healthy Hearts ETF | 0.8 | 45 | 13 | 4.6 | -4.9 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 0.8 | 30 | 28 | 6.9 | -2.6 |
PRAY | FIS Christian Stock Fund | 0.8 | 69 | -11 | 6.0 | -3.5 |
LUXX | Roundhill S&P Global Luxury ETF | 0.8 | 45 | 13 | 3.2 | -6.3 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 0.8 | 60 | -2 | 3.3 | -6.2 |
INDS | Pacer Industrial Real Estate ETF | 0.8 | 55 | 3 | 5.2 | -4.3 |
SHLD | Global X Defense Tech ETF | 0.8 | 50 | 8 | 5.0 | -4.5 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 0.7 | 52 | 6 | 5.6 | -3.9 |
EFG | iShares MSCI EAFE Growth ETF | 0.7 | 36 | 22 | 4.4 | -5.1 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 0.7 | 14 | 44 | 6.0 | -3.5 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 0.7 | 70 | -12 | 3.8 | -5.7 |
IEV | iShares Europe ETF | 0.7 | 67 | -9 | 6.4 | -3.1 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 0.7 | 47 | 11 | 4.8 | -4.7 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 0.7 | 75 | -17 | 3.6 | -5.9 |
IPKW | Invesco International BuyBack Achievers ETF | 0.7 | 55 | 3 | 11.3 | +1.8 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 0.7 | 45 | 13 | 6.0 | -3.5 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 0.7 | 29 | 29 | 8.6 | -0.9 |
DIHP | Dimensional International High Profitability ETF | 0.7 | 29 | 29 | 7.5 | -2.0 |
IQSI | IQ Candriam International Equity ETF | 0.7 | 15 | 43 | 6.5 | -3.0 |
IWTR | iShares MSCI Water Management Multisector ETF | 0.6 | 47 | 11 | 5.2 | -4.3 |
VEGI | iShares MSCI Agriculture Producers ETF | 0.6 | 39 | 19 | 9.6 | +0.1 |
FIVA | Fidelity International Value Factor ETF | 0.6 | 18 | 40 | 10.2 | +0.7 |
ICLN | iShares Global Clean Energy ETF | 0.6 | 41 | 17 | 4.9 | -4.6 |
RNRG | Global X Renewable Energy Producers ETF | 0.6 | 66 | -8 | 4.9 | -4.6 |
IGF | iShares Global Infrastructure ETF | 0.6 | 41 | 17 | 4.6 | -4.9 |
GII | SPDR S&P Global Infrastructure ETF | 0.6 | 40 | 18 | 4.6 | -4.9 |
AGNG | Global X Aging Population ETF | 0.6 | 50 | 8 | 3.9 | -5.6 |
TPIF | Timothy Plan International ETF | 0.6 | 62 | -4 | 6.7 | -2.8 |
VIGI | Vanguard International Dividend Appreciation ETF | 0.6 | 15 | 43 | 6.2 | -3.3 |
FIDI | Fidelity International High Dividend ETF | 0.6 | 18 | 40 | 10.6 | +1.1 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.6 | 42 | 16 | 5.2 | -4.3 |
AIQ | Global X Artificial Intelligence & Technology ETF | 0.6 | 68 | -10 | 4.4 | -5.1 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.6 | 20 | 38 | 6.9 | -2.6 |
PTEC | Global X PropTech ETF | 0.6 | 50 | 8 | 1.7 | -7.8 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 0.6 | 34 | 24 | 7.0 | -2.5 |
GINN | Goldman Sachs Innovate Equity ETF | 0.6 | 52 | 6 | 3.1 | -6.4 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.5 | 89 | -31 | 4.9 | -4.6 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 0.5 | 49 | 9 | 5.5 | -4.0 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 0.5 | 59 | -1 | 3.8 | -5.7 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.5 | 41 | 17 | 7.5 | -2.0 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.5 | 12 | 46 | 4.9 | -4.6 |
IVLU | iShares MSCI Intl Value Factor ETF | 0.5 | 30 | 28 | 11.4 | +1.9 |
WOOD | iShares Global Timber & Forestry ETF | 0.5 | 42 | 16 | 10.3 | +0.8 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.5 | 75 | -17 | 5.5 | -4.0 |
DTEC | ALPS Disruptive Technologies ETF | 0.5 | 50 | 8 | 3.3 | -6.2 |
JHMD | John Hancock Multifactor Developed International ETF | 0.5 | 39 | 19 | 7.7 | -1.8 |
VT | Vanguard Total World Stock ETF | 0.5 | 7 | 51 | 5.8 | -3.7 |
BKIE | BNY Mellon International Equity ETF | 0.5 | 4 | 54 | 7.1 | -2.4 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 0.5 | 9 | 49 | 9.6 | +0.1 |
LUX | Tema Luxury ETF | 0.5 | 75 | -17 | 4.1 | -5.4 |
BATT | Amplify Lithium & Battery Technology ETF | 0.5 | 59 | -1 | -0.6 | -10.1 |
DMAT | Global X Disruptive Materials ETF | 0.5 | 59 | -1 | 13.4 | +3.9 |
LIT | Global X Lithium & Battery Tech ETF | 0.5 | 75 | -17 | 10.9 | +1.4 |
REMX | VanEck Rare Earth/Strategic Metals ETF | 0.5 | 54 | 4 | 15.7 | +6.2 |
CRIT | Optica Rare Earths & Critical Materials ETF Optica Rare Eart | 0.5 | 85 | -27 | 10.0 | +0.5 |
ION | ProShares S&P Global Core Battery Metals ETF | 0.5 | 58 | 0 | 18.1 | +8.6 |
DFIV | Dimensional International Value ETF | 0.5 | 27 | 31 | 10.1 | +0.6 |
EXI | iShares Global Industrials ETF | 0.5 | 42 | 16 | 4.8 | -4.7 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 0.5 | 58 | 0 | 13.5 | +4.0 |
MOO | VanEck Agribusiness ETF | 0.5 | 53 | 5 | 9.6 | +0.1 |
ZSB | USCF Sustainable Battery Metals Strategy Fund | 0.5 | 61 | -3 | 20.9 | +11.4 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 0.5 | 75 | -17 | 4.4 | -5.1 |
FTAG | First Trust Indxx Global Agriculture ETF | 0.4 | 70 | -12 | 9.5 | -0.0 |
IDMO | Invesco S&P International Developed Momentum ETF | 0.4 | 25 | 33 | 7.9 | -1.6 |
SETM | Sprott Energy Transition Materials ETF | 0.4 | 65 | -7 | 7.5 | -2.0 |
NIKL | Sprott Nickel Miners ETF | 0.4 | 75 | -17 | 10.7 | +1.3 |
SHPP | Pacer Industrials and Logistics ETF | 0.4 | 60 | -2 | 10.3 | +0.8 |
CIL | VictoryShares International Volatility Wtd ETF | 0.4 | 45 | 13 | 7.0 | -2.5 |
CIZ | VictoryShares Developed Enhanced Volatility Wtd ETF | 0.4 | 51 | 7 | 6.9 | -2.6 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.4 | 25 | 33 | 5.7 | -3.8 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 0.4 | 46 | 12 | 9.7 | +0.2 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 0.4 | 80 | -22 | 4.1 | -5.4 |
FDNI | First Trust Dow Jones International Internet ETF | 0.3 | 65 | -7 | 3.0 | -6.5 |
SOCL | Global X Social Media ETF | 0.3 | 65 | -7 | -6.7 | -16.2 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.3 | 9 | 49 | 5.8 | -3.7 |
IDHQ | Invesco S&P International Developed High Quality ETF | 0.3 | 29 | 29 | 6.2 | -3.3 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 0.3 | 65 | -7 | 12.9 | +3.4 |
SCHY | Schwab International Dividend Equity ETF | 0.3 | 14 | 44 | 9.0 | -0.5 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 0.3 | 70 | -12 | 4.4 | -5.1 |
HTEC | ROBO Global Healthcare Technology and Innovation ETF | 0.3 | 68 | -10 | -0.1 | -9.6 |
EIRL | iShares MSCI Ireland ETF | 0.3 | 50 | 8 | 5.9 | -3.6 |
MDEV | First Trust Indxx Medical Devices ETF | 0.3 | 70 | -12 | 4.2 | -5.3 |
TRFK | Pacer Data and Digital Revolution ETF | 0.3 | 60 | -2 | 4.3 | -5.2 |
COPX | Global X Copper Miners ETF | 0.3 | 65 | -7 | 9.2 | -0.3 |
GMET | VanEck Green Metals ETF | 0.3 | 63 | -5 | 11.9 | +2.5 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.2 | 9 | 49 | 5.5 | -4.0 |
GLOF | iShares Global Equity Factor ETF | 0.2 | 20 | 38 | 7.4 | -2.1 |
JRNY | ALPS Global Travel Beneficiaries ETF | 0.2 | 65 | -7 | -1.3 | -10.8 |
MXI | iShares Global Materials ETF | 0.2 | 41 | 17 | 7.1 | -2.4 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 0.2 | 34 | 24 | 6.4 | -3.1 |
GGME | Invesco Next Gen Media and Gaming ETF | 0.2 | 60 | -2 | 4.1 | -5.4 |
WRND | IQ Global Equity R&D Leaders ETF | 0.2 | 18 | 40 | 7.7 | -1.8 |
FBOT | Fidelity Disruptive Automation ETF | 0.2 | 50 | 8 | 4.1 | -5.4 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.2 | 47 | 11 | 5.4 | -4.1 |
TOK | iShares MSCI Kokusai ETF | 0.2 | 26 | 32 | 5.3 | -4.2 |
ROOF | IQ CBRE NextGen Real Estate ETF | 0.2 | 60 | -2 | 7.8 | -1.7 |
SNSR | Global X Internet of Things ETF | 0.2 | 68 | -10 | 4.8 | -4.7 |
IGPT | Invesco AI and Next Gen Software ETF | 0.2 | 60 | -2 | 4.3 | -5.2 |
JXI | iShares Global Utilities ETF | 0.2 | 43 | 15 | 6.1 | -3.4 |
URTH | iShares MSCI World ETF | 0.2 | 24 | 34 | 5.4 | -4.1 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.2 | 30 | 28 | 5.9 | -3.6 |
IXG | iShares Global Financials ETF | 0.2 | 42 | 16 | 6.7 | -2.8 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 0.2 | 31 | 27 | 6.6 | -2.9 |
QTUM | Defiance Quantum ETF | 0.2 | 40 | 18 | 4.2 | -5.3 |
IBAT | iShares Energy Storage & Materials ETF | 0.2 | 47 | 11 | 3.8 | -5.7 |
ACWI | iShares MSCI ACWI ETF | 0.2 | 32 | 26 | 5.6 | -3.9 |
HYDR | Global X Hydrogen ETF | 0.2 | 50 | 8 | -16.5 | -26.0 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.2 | 20 | 38 | 5.4 | -4.1 |
KNO | AXS Knowledge Leaders ETF | 0.2 | 78 | -20 | 4.8 | -4.7 |
UFO | Procure Space ETF | 0.2 | 75 | -17 | -1.1 | -10.6 |
BMED | Future Health ETF | 0.2 | 85 | -27 | -0.3 | -9.8 |
RODE | Hartford Multifactor Diversified International ETF | 0.2 | 29 | 29 | 11.9 | +2.4 |
EATV | VegTech Plant-based Innovation & Climate ETF | 0.2 | 75 | -17 | 3.5 | -6.0 |
KXI | iShares Global Consumer Staples ETF | 0.1 | 41 | 17 | 5.4 | -4.1 |
CWI | SPDR MSCI ACWI ex-US ETF | 0.1 | 30 | 28 | 7.0 | -2.5 |
PRNT | 3D Printing ETF | 0.1 | 66 | -8 | -0.2 | -9.7 |
TAN | Invesco Solar ETF | 0.1 | 67 | -9 | 9.2 | -0.3 |
IXN | iShares Global Tech ETF | 0.1 | 41 | 17 | 4.7 | -4.8 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 0.1 | 35 | 23 | 6.5 | -3.0 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility In | 0.0 | 32 | 26 | 5.7 | -3.8 |
FILL | iShares MSCI Global Energy Producers ETF | 0.0 | 39 | 19 | 10.6 | +1.1 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.0 | 45 | 13 | 3.8 | -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 ![]() |
** | ** | ** | ** | ** | ** | ** |
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
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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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