iShares MSCI Sweden ETF
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- Description
- Performance
- Comps
- Fundamentals
- Valuation
- Rating
iShares MSCI Sweden Index Fund is an exchange-traded fund incorporated in the USA. The Fund's objective seeks to provide investment results that correspond to the performance of publicly traded securities in the Swedish market, as measured by the MSCI Sweden Index. |
Category | International Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | Mar 12, 1996 |
Assets (mns) | $264 |
Currency | USD |
Expense ratio | 54 bp |
Distributions | Semi-Annually |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Optimized |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 42 |
Wgt avg mkt cap (mns) | $33,433 |
Large cap (>$10bn) | 86.5% |
Mid cap ($2-10bn) | 13.5% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
ATLAS COPCO AB CLASS A | 8.9 % |
VOLVO AB-B SHS | 8.5 % |
INVESTOR AB-B SHS | 8.3 % |
ASSA ABLOY AB CLASS B | 5.6 % |
HEXAGON AB-B SHS | 4.7 % |
SANDVIK AB | 4.7 % |
ATLAS COPCO AB CLASS B | 4.6 % |
SKANDINAVISKA ENSKILDA BANKEN AB C | 4.1 % |
EVOLUTION GAMING GROUP AB | 4.1 % |
SWEDBANK AB - A SHARES | 3.4 % | Total | 56.9 % |
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SWEDEN | 96.7 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | 14.5% | 9.2% | 4.5% | 7.9% |
versus... | Beta | R-squared |
S&P500 | 1.26 | 73% |
MSCI EAFE | 1.41 | 85% |
MSCI Emg. Mkts. | 0.93 | 40% |
Recent close | $39.96 |
30d moving avg. | $35.75 |
Annualized volatility | 26.3% |
Short interest (ETF) | 0.7% |
Relative strength (RSI) | 82 |
Avg. volume (thou.) | 270 |
Turnover | 4.1% |
Bid/Ask (% of price) | 0.03% |
ADV underlying (mns) | $1,285 |
FINDING ALTERNATIVE FUNDS
Below is a list of 213 potential alternatives to the iShares MSCI Sweden ETF ETF based on the alternatives' overlap in portfolio holdings with EWD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | EWD | Expense: | 54 bp | ALTAR Score™: | 5.5% |
Ticker | Fund Name |
Overlap1 vs EWD (%) |
Expense ratio (bp) |
Savings vs EWD (bp) |
ALTAR Score™ (%) |
ALTAR vs EWD (%) |
OSEA | Harbor International Compounders ETF | 7.9 | 55 | -1 | 3.6 | -1.9 |
ESGN | Columbia International ESG Equity Income ETF | 7.4 | 45 | 9 | 9.1 | +3.6 |
FICS | First Trust International Developed Capital Strength ETF | 7.1 | 70 | -16 | 5.9 | +0.4 |
MOTO | SmartETFs Smart Transportation & Technology ETF | 7.1 | 68 | -14 | 6.3 | +0.8 |
EUFN | iShares MSCI Europe Financials ETF | 6.3 | 51 | 3 | 7.9 | +2.4 |
DIVS | SmartETFs Dividend Builder ETF | 6.0 | 65 | -11 | 4.5 | -1.0 |
OEUR | ALPS O'Shares Europe Quality Dividend ETF | 5.8 | 48 | 6 | 5.6 | +0.1 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 5.4 | 80 | -26 | 5.5 | -0.0 |
BBEU | JPMorgan BetaBuilders Europe ETF | 5.0 | 9 | 45 | 6.6 | +1.1 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 4.8 | 12 | 42 | 5.3 | -0.2 |
FIXT | Procure Disaster Recovery Strategy ETF | 4.7 | 75 | -21 | 3.7 | -1.8 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 4.6 | 46 | 8 | 6.1 | +0.6 |
FLEE | Franklin FTSE Europe ETF | 4.6 | 9 | 45 | 6.7 | +1.2 |
ISZE | iShares MSCI Intl Size Factor ETF | 4.5 | 30 | 24 | 6.5 | +1.0 |
FEP | First Trust Europe AlphaDEX Fund | 4.4 | 80 | -26 | 8.5 | +3.0 |
KLDW | Knowledge Leaders Developed World ETF | 4.4 | 75 | -21 | 4.7 | -0.8 |
IEV | iShares Europe ETF | 4.3 | 67 | -13 | 6.1 | +0.6 |
VGK | Vanguard FTSE Europe ETF | 4.3 | 11 | 43 | 6.7 | +1.2 |
SPEU | SPDR Portfolio Europe ETF | 4.3 | 7 | 47 | 6.6 | +1.1 |
TPIF | Timothy Plan International ETF | 4.2 | 62 | -8 | 6.4 | +0.9 |
WWJD | Inspire International ETF | 4.2 | 80 | -26 | 6.8 | +1.3 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 4.1 | 58 | -4 | 5.8 | +0.3 |
BETZ | Roundhill Sports Betting & iGaming ETF | 4.1 | 75 | -21 | 1.8 | -3.7 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 4.1 | 60 | -6 | 2.0 | -3.5 |
BJK | VanEck Gaming ETF | 4.1 | 65 | -11 | 1.5 | -4.0 |
IEUR | iShares Core MSCI Europe ETF | 3.8 | 11 | 43 | 6.6 | +1.1 |
CIZ | VictoryShares Developed Enhanced Volatility Wtd ETF | 3.8 | 51 | 3 | 6.5 | +1.0 |
CIL | VictoryShares International Volatility Wtd ETF | 3.8 | 45 | 9 | 6.6 | +1.1 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 3.8 | 25 | 29 | 7.2 | +1.7 |
EFG | iShares MSCI EAFE Growth ETF | 3.8 | 36 | 18 | 3.9 | -1.6 |
IQLT | iShares MSCI Intl Quality Factor ETF | 3.7 | 30 | 24 | 5.6 | +0.1 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 3.7 | 29 | 25 | 8.5 | +3.0 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 3.6 | 35 | 19 | 5.9 | +0.4 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 3.5 | 42 | 12 | 5.6 | +0.1 |
IVAL | Alpha Architect International Quantitative Value ETF | 3.5 | 49 | 5 | 6.0 | +0.5 |
UIVM | VictoryShares International Value Momentum ETF | 3.4 | 35 | 19 | 10.4 | +4.9 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 3.3 | 58 | -4 | 5.3 | -0.2 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 3.3 | 20 | 34 | 5.8 | +0.3 |
EXI | iShares Global Industrials ETF | 3.2 | 42 | 12 | 4.5 | -1.0 |
QINT | American Century Quality Diversified International ETF | 3.2 | 39 | 15 | 7.2 | +1.7 |
BNGE | First Trust S-Network Streaming and Gaming ETF | 3.1 | 70 | -16 | -1.1 | -6.6 |
IDRV | iShares Self-driving EV & Tech ETF | 3.1 | 47 | 7 | -0.4 | -5.9 |
TEMP | JPMorgan Climate Change Solutions ETF | 3.1 | 49 | 5 | 4.7 | -0.8 |
EFA | iShares MSCI EAFE ETF | 3.1 | 35 | 19 | 6.2 | +0.7 |
CGV | Conductor Global Equity Value ETF | 3.1 | 130 | -76 | 10.1 | +4.6 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 3.0 | 20 | 34 | 6.5 | +1.0 |
FDEV | Fidelity International Multifactor ETF | 3.0 | 18 | 36 | 7.2 | +1.7 |
DSTX | Distillate International Fundamental Stability & Value ETF | 3.0 | 55 | -1 | 7.4 | +1.9 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 3.0 | 36 | 18 | 6.1 | +0.6 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 3.0 | 14 | 40 | 5.9 | +0.4 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 2.8 | 20 | 34 | 6.6 | +1.1 |
JIG | JPMorgan International Growth ETF | 2.8 | 55 | -1 | 4.1 | -1.4 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 2.8 | 20 | 34 | 6.3 | +0.8 |
IQDF | FlexShares International Quality Dividend Index Fund | 2.7 | 47 | 7 | 10.4 | +4.9 |
BKIE | BNY Mellon International Equity ETF | 2.7 | 4 | 50 | 6.7 | +1.2 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 2.6 | 24 | 30 | 6.5 | +1.0 |
JHMD | John Hancock Multifactor Developed International ETF | 2.6 | 39 | 15 | 7.1 | +1.6 |
FIVA | Fidelity International Value Factor ETF | 2.6 | 18 | 36 | 10.1 | +4.6 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 2.6 | 49 | 5 | 5.6 | +0.1 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 2.6 | 24 | 30 | 8.3 | +2.8 |
IEFA | iShares Core MSCI EAFE ETF | 2.6 | 7 | 47 | 6.5 | +1.0 |
DMDV | AAM S&P Developed Markets High Dividend Value ETF | 2.5 | 39 | 15 | 11.7 | +6.2 |
SCHF | Schwab International Equity ETF | 2.5 | 6 | 48 | 6.8 | +1.3 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 2.5 | 70 | -16 | 3.7 | -1.8 |
FIDI | Fidelity International High Dividend ETF | 2.5 | 18 | 36 | 9.6 | +4.1 |
IDEV | iShares Core MSCI International Developed Markets ETF | 2.4 | 4 | 50 | 6.6 | +1.1 |
IBOT | Vaneck Robotics ETF | 2.4 | 47 | 7 | 3.5 | -2.0 |
DIHP | Dimensional International High Profitability ETF | 2.4 | 29 | 25 | 6.8 | +1.3 |
EFV | iShares MSCI EAFE Value ETF | 2.3 | 34 | 20 | 8.9 | +3.4 |
CGGO | Capital Group Global Growth Equity ETF | 2.3 | 47 | 7 | 4.0 | -1.6 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 2.3 | 3 | 51 | 6.6 | +1.1 |
VEA | Vanguard FTSE Developed Markets ETF | 2.3 | 5 | 49 | 6.7 | +1.2 |
DOL | WisdomTree International LargeCap Dividend Fund | 2.3 | 48 | 6 | 7.6 | +2.1 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 2.3 | 34 | 20 | 10.7 | +5.2 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 2.3 | 30 | 24 | 6.7 | +1.2 |
CUT | Invesco MSCI Global Timber ETF | 2.3 | 61 | -7 | 7.9 | +2.4 |
WOOD | iShares Global Timber & Forestry ETF | 2.3 | 42 | 12 | 8.9 | +3.4 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 2.2 | 9 | 45 | 9.7 | +4.2 |
PSP | Invesco Global Listed Private Equity ETF | 2.2 | 106 | -52 | 9.2 | +3.7 |
RODE | Hartford Multifactor Diversified International ETF | 2.2 | 29 | 25 | 11.2 | +5.7 |
DFSI | Dimensional International Sustainability Core 1 ETF | 2.2 | 24 | 30 | 6.0 | +0.5 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 2.2 | 25 | 29 | 7.3 | +1.8 |
NXTG | First Trust Indxx NextG ETF | 2.2 | 70 | -16 | 5.7 | +0.2 |
IDAT | iShares Future Cloud 5G and Tech ETF | 2.2 | 47 | 7 | 4.0 | -1.5 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 2.1 | 31 | 23 | 6.0 | +0.5 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 2.1 | 9 | 45 | 7.8 | +2.3 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 2.1 | 20 | 34 | 6.7 | +1.2 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 2.1 | 45 | 9 | 8.1 | +2.6 |
DWM | WisdomTree International Equity Fund | 2.1 | 48 | 6 | 7.7 | +2.2 |
CGXU | Capital Group International Focus Equity ETF | 2.1 | 54 | 0 | 4.0 | -1.5 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.1 | 52 | 2 | 5.6 | +0.1 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 2.0 | 40 | 14 | 7.6 | +2.1 |
BLES | Inspire Global Hope ETF | 2.0 | 61 | -7 | 6.0 | +0.5 |
IQSI | IQ Candriam International Equity ETF | 2.0 | 15 | 39 | 6.2 | +0.7 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 2.0 | 34 | 20 | 4.7 | -0.8 |
CWI | SPDR MSCI ACWI ex-US ETF | 2.0 | 30 | 24 | 6.5 | +1.0 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 2.0 | 25 | 29 | 5.8 | +0.3 |
DFAI | Dimensional International Core Equity Market ETF | 2.0 | 18 | 36 | 6.7 | +1.2 |
PRNT | 3D Printing ETF | 1.9 | 66 | -12 | -3.7 | -9.2 |
VIDI | Vident International Equity Strategy ETF | 1.9 | 61 | -7 | 11.2 | +5.7 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 1.9 | 41 | 13 | 6.4 | +0.9 |
AVDE | Avantis International Equity ETF | 1.9 | 23 | 31 | 7.6 | +2.1 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 1.9 | 8 | 46 | 5.0 | -0.5 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 1.9 | 80 | -26 | 5.5 | -0.0 |
IDOG | ALPS International Sector Dividend Dogs ETF | 1.9 | 50 | 4 | 11.1 | +5.6 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 1.9 | 25 | 29 | 8.7 | +3.2 |
CID | VictoryShares International High Div Volatility Wtd ETF | 1.8 | 45 | 9 | 9.3 | +3.8 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 1.8 | 30 | 24 | 6.8 | +1.3 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 1.8 | 39 | 15 | 7.3 | +1.8 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 1.8 | 42 | 12 | 6.5 | +1.0 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 1.8 | 47 | 7 | 9.7 | +4.2 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 1.8 | 65 | -11 | 1.9 | -3.6 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 1.8 | 80 | -26 | 10.5 | +5.0 |
VXUS | Vanguard Total International Stock ETF | 1.7 | 7 | 47 | 5.1 | -0.4 |
IXUS | iShares Core MSCI Total International Stock ETF | 1.7 | 7 | 47 | 4.9 | -0.6 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 1.7 | 83 | -29 | 8.6 | +3.1 |
INTF | iShares International Equity Factor ETF | 1.7 | 15 | 39 | 7.7 | +2.2 |
DFIV | Dimensional International Value ETF | 1.7 | 27 | 27 | 9.7 | +4.2 |
ROBO | ROBO Global Robotics & Automation Index ETF | 1.7 | 95 | -41 | 2.6 | -2.9 |
VIGI | Vanguard International Dividend Appreciation ETF | 1.7 | 15 | 39 | 5.4 | -0.1 |
AVIV | Avantis International Large Cap Value ETF | 1.7 | 25 | 29 | 8.5 | +3.0 |
VSGX | Vanguard ESG International Stock ETF | 1.6 | 12 | 42 | 4.2 | -1.3 |
TTAI | FCF International Quality ETF | 1.6 | 59 | -5 | 6.8 | +1.3 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 1.6 | 39 | 15 | 7.2 | +1.7 |
IQIN | IQ 500 International ETF | 1.6 | 25 | 29 | 8.6 | +3.1 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 1.6 | 20 | 34 | 10.5 | +5.0 |
DIM | WisdomTree International MidCap Dividend Fund | 1.6 | 58 | -4 | 7.4 | +1.9 |
DFIC | Dimensional International Core Equity 2 ETF | 1.5 | 23 | 31 | 7.2 | +1.7 |
IVLU | iShares MSCI Intl Value Factor ETF | 1.5 | 30 | 24 | 10.4 | +4.9 |
GNR | SPDR S&P Global Natural Resources ETF | 1.4 | 40 | 14 | 9.2 | +3.7 |
IQDE | FlexShares International Quality Dividend Defensive Index ET | 1.4 | 47 | 7 | 10.1 | +4.6 |
FAN | First Trust Global Wind Energy ETF | 1.4 | 60 | -6 | 5.5 | -0.0 |
SOLR | Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund | 1.4 | 79 | -25 | 5.0 | -0.6 |
SMOG | VanEck Low Carbon Energy ETF | 1.4 | 61 | -7 | 3.1 | -2.4 |
NETZ | TCW Transform Systems ETF | 1.3 | 75 | -21 | 3.3 | -2.2 |
SAGP | Strategas Global Policy Opportunities ETF | 1.3 | 65 | -11 | 4.3 | -1.3 |
SHLD | Global X Defense Tech ETF | 1.3 | 50 | 4 | 4.7 | -0.8 |
VYMI | Vanguard International High Dividend Yield ETF | 1.3 | 22 | 32 | 9.5 | +4.0 |
IXG | iShares Global Financials ETF | 1.3 | 42 | 12 | 6.6 | +1.1 |
UMMA | Wahed Dow Jones Islamic World ETF | 1.3 | 65 | -11 | 4.2 | -1.3 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 1.2 | 80 | -26 | 4.3 | -1.2 |
IDHQ | Invesco S&P International Developed High Quality ETF | 1.2 | 29 | 25 | 5.9 | +0.4 |
GGME | Invesco Next Gen Media and Gaming ETF | 1.2 | 60 | -6 | 3.6 | -1.9 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 1.1 | 56 | -2 | 13.5 | +8.0 |
DTH | WisdomTree International High Dividend Fund | 1.1 | 58 | -4 | 9.9 | +4.4 |
IDV | iShares International Select Dividend ETF | 1.1 | 51 | 3 | 14.0 | +8.5 |
DWMF | WisdomTree International Multifactor Fund | 1.1 | 38 | 16 | 7.0 | +1.5 |
XT | iShares Exponential Technologies ETF | 1.1 | 46 | 8 | 3.7 | -1.8 |
BNE | Blue Horizon BNE ETF | 1.1 | 87 | -33 | 4.0 | -1.5 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.0 | 15 | 39 | 6.8 | +1.3 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 1.0 | 30 | 24 | 7.5 | +2.0 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 1.0 | 39 | 15 | 6.5 | +1.0 |
INDS | Pacer Industrial Real Estate ETF | 0.9 | 55 | -1 | 5.4 | -0.1 |
WTRE | WisdomTree New Economy Real Estate Fund | 0.9 | 58 | -4 | 4.6 | -0.9 |
RWX | SPDR Dow Jones International Real Estate ETF | 0.9 | 59 | -5 | 6.0 | +0.5 |
ROOF | IQ CBRE NextGen Real Estate ETF | 0.9 | 60 | -6 | 7.3 | +1.8 |
FPXI | First Trust International Equity Opportunities ETF | 0.9 | 70 | -16 | 3.4 | -2.1 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 0.9 | 37 | 17 | 8.4 | +2.9 |
IGRO | iShares International Dividend Growth ETF | 0.9 | 15 | 39 | 7.2 | +1.7 |
TRFK | Pacer Data and Digital Revolution ETF | 0.9 | 60 | -6 | 3.2 | -2.3 |
IFGL | iShares International Developed Real Estate ETF | 0.9 | 48 | 6 | 6.7 | +1.2 |
TOK | iShares MSCI Kokusai ETF | 0.9 | 26 | 28 | 5.1 | -0.5 |
VWID | Virtus WMC International Dividend ETF | 0.9 | 49 | 5 | 9.3 | +3.8 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 0.9 | 58 | -4 | 12.5 | +7.0 |
IGPT | Invesco AI and Next Gen Software ETF | 0.9 | 60 | -6 | 3.3 | -2.2 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.9 | 9 | 45 | 5.2 | -0.3 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 0.8 | 45 | 9 | 1.2 | -4.3 |
WRND | IQ Global Equity R&D Leaders ETF | 0.8 | 18 | 36 | 6.8 | +1.3 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.8 | 49 | 5 | 5.8 | +0.3 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.8 | 9 | 45 | 5.4 | -0.1 |
URTH | iShares MSCI World ETF | 0.8 | 24 | 30 | 5.1 | -0.4 |
IDMO | Invesco S&P International Developed Momentum ETF | 0.8 | 25 | 29 | 7.4 | +1.9 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 0.8 | 70 | -16 | 3.3 | -2.2 |
WPS | iShares International Developed Property ETF | 0.8 | 48 | 6 | 6.6 | +1.1 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.7 | 42 | 12 | 4.9 | -0.6 |
IBUY | Amplify Online Retail ETF | 0.7 | 65 | -11 | 1.5 | -4.0 |
ACWI | iShares MSCI ACWI ETF | 0.7 | 32 | 22 | 5.2 | -0.3 |
PBD | Invesco Global Clean Energy ETF | 0.7 | 75 | -21 | -2.2 | -7.7 |
GLIF | AGF Global Infrastructure ETF | 0.7 | 45 | 9 | 5.5 | -0.0 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 0.7 | 83 | -29 | 8.8 | +3.3 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 0.7 | 65 | -11 | 12.5 | +7.0 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.7 | 20 | 34 | 5.3 | -0.2 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.7 | 10 | 44 | 7.7 | +2.2 |
VT | Vanguard Total World Stock ETF | 0.6 | 7 | 47 | 4.9 | -0.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.6 | 30 | 24 | 5.8 | +0.3 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.6 | 12 | 42 | 4.9 | -0.6 |
DGT | SPDR Global Dow ETF | 0.6 | 50 | 4 | 6.4 | +0.9 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 0.6 | 12 | 42 | 8.1 | +2.6 |
KNCT | Invesco Next Gen Connectivity ETF | 0.6 | 40 | 14 | 5.4 | -0.1 |
GLOF | iShares Global Equity Factor ETF | 0.6 | 20 | 34 | 7.0 | +1.5 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.6 | 60 | -6 | 9.3 | +3.8 |
VEGI | iShares MSCI Agriculture Producers ETF | 0.6 | 39 | 15 | 8.9 | +3.4 |
WDIV | SPDR S&P Global Dividend ETF | 0.6 | 40 | 14 | 9.5 | +4.0 |
RXI | iShares Global Consumer Discretionary ETF | 0.5 | 41 | 13 | 5.2 | -0.3 |
DEW | WisdomTree Global High Dividend Fund | 0.5 | 58 | -4 | 8.8 | +3.3 |
PRAY | FIS Christian Stock Fund | 0.5 | 69 | -15 | 5.6 | +0.1 |
WLDR | Affinity World Leaders Equity ETF | 0.5 | 67 | -13 | 7.9 | +2.4 |
IPOS | Renaissance International IPO ETF | 0.5 | 80 | -26 | -349.9 | -355.4 |
KARS | KraneShares Electric Vehicles & Future Mobility Index ETF | 0.5 | 72 | -18 | 2.3 | -3.2 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 0.5 | 46 | 8 | 9.1 | +3.6 |
RWO | SPDR Dow Jones Global Real Estate ETF | 0.4 | 50 | 4 | 6.3 | +0.8 |
HAP | VanEck Natural Resources ETF | 0.4 | 50 | 4 | 8.3 | +2.8 |
KXI | iShares Global Consumer Staples ETF | 0.4 | 41 | 13 | 5.5 | 0.0 |
MXI | iShares Global Materials ETF | 0.4 | 41 | 13 | 6.5 | +1.0 |
GCOW | Pacer Global Cash Cows Dividend ETF | 0.3 | 60 | -6 | 13.3 | +7.8 |
IXN | iShares Global Tech ETF | 0.3 | 41 | 13 | 4.1 | -1.4 |
IXP | iShares Global Comm Services ETF | 0.3 | 42 | 12 | 5.0 | -0.6 |
AIVI | WisdomTree International AI Enhanced Value Fund | 0.2 | 58 | -4 | 8.2 | +2.7 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.2 | 25 | 29 | 5.8 | +0.3 |
ERET | iShares Environmentally Aware Real Estate ETF | 0.2 | 30 | 24 | 6.7 | +1.2 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.2 | 89 | -35 | 4.4 | -1.1 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 0.1 | 22 | 32 | 6.2 | +0.7 |
IXJ | iShares Global Healthcare ETF | 0.1 | 42 | 12 | 6.0 | +0.5 |
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: |
iShares MSCI Sweden ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
UNDERWEIGHT |
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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