iShares MSCI Belgium ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
iShares MSCI Belgium Investable Market Index Fund is an exchange-traded fund incorporated in the USA. The Fund's objective is to provide investment results that correspond to the performance of publicly traded securities in the Belgium market, as measured by the MSCI Belgium Investable Market Index. |
Category | International Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | Mar 12, 1996 |
Assets (mns) | $28 |
Currency | USD |
Expense ratio | 50 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 | 37 |
Wgt avg mkt cap (mns) | $37,805 |
Large cap (>$10bn) | 62.6% |
Mid cap ($2-10bn) | 25.8% |
Small cap (<$2bn) | 8.7% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
ANHEUSER-BUSCH INBEV SA/NV | 23.6 % |
ARGEN-X SE | 12.9 % |
UCB SA | 7.2 % |
AGEAS | 4.9 % |
KBC GROEP NV | 4.6 % |
GROUPE BRUXELLES LAMBERT SA | 3.9 % |
ACKERMANS & VAN HAAREN | 3.1 % |
ELIA SYSTEM OPERATOR SA/NV | 2.9 % |
SYENSQO SA/NV | 2.8 % |
S.A. D'IETEREN N.V. | 2.5 % |
Total | 68.4 % |
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BELGIUM | 77.6 % |
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NETHERLANDS | 12.6 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
19.8% | 14.8% | 8.9% | 4.6% | 5.6% |
versus... | Beta | R-squared |
S&P500 | 0.66 | 37% |
MSCI EAFE | 0.87 | 66% |
MSCI Emg. Mkts. | 0.75 | 48% |
Recent close | $22.21 |
30d moving avg. | $21.45 |
Annualized volatility | 18.4% |
Short interest (ETF) | 0.9% |
Relative strength (RSI) | 65 |
Avg. volume (thou.) | 52 |
Turnover | 4.1% |
Bid/Ask (% of price) | 0.24% |
ADV underlying (mns) | $223 |
FINDING ALTERNATIVE FUNDS
Below is a list of 203 potential alternatives to the iShares MSCI Belgium ETF ETF based on the alternatives' overlap in portfolio holdings with EWK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | EWK | Expense: | 50 bp | ALTAR Score™: | 4.5% |
Ticker | Fund Name |
Overlap1 vs EWK (%) |
Expense ratio (bp) |
Savings vs EWK (bp) |
ALTAR Score™ (%) |
ALTAR vs EWK (%) |
EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | 6.0 | 58 | -8 | 8.9 | +4.3 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 4.5 | 55 | -5 | 5.8 | +1.3 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 4.4 | 80 | -30 | 9.4 | +4.9 |
OAIM | OneAscent International Equity ETF | 3.7 | 95 | -45 | 5.8 | +1.3 |
HEDJ | WisdomTree Europe Hedged Equity Fund | 3.7 | 58 | -8 | 6.7 | +2.2 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 3.6 | 70 | -20 | 4.7 | +0.2 |
AGNG | Global X Aging Population ETF | 3.3 | 50 | 0 | 4.9 | +0.3 |
FEP | First Trust Europe AlphaDEX Fund | 3.2 | 80 | -30 | 9.4 | +4.9 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 3.1 | 45 | 5 | 7.0 | +2.5 |
IEUS | iShares MSCI Europe Small-Cap ETF | 3.0 | 42 | 8 | 7.3 | +2.8 |
MOTI | VanEck Morningstar International Moat ETF | 2.9 | 58 | -8 | 11.1 | +6.6 |
FMED | Fidelity Disruptive Medicine ETF | 2.8 | 50 | 0 | -1.1 | -5.7 |
FPXI | First Trust International Equity Opportunities ETF | 2.7 | 70 | -20 | 3.5 | -1.0 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 2.7 | 58 | -8 | 11.8 | +7.3 |
EZU | iShares MSCI Eurozone ETF | 2.7 | 52 | -2 | 6.7 | +2.2 |
RWX | SPDR Dow Jones International Real Estate ETF | 2.6 | 59 | -9 | 7.1 | +2.5 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 2.6 | 50 | 0 | 5.7 | +1.2 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 2.4 | 35 | 15 | 6.8 | +2.3 |
AIVI | WisdomTree International AI Enhanced Value Fund | 2.4 | 58 | -8 | 7.3 | +2.8 |
PSP | Invesco Global Listed Private Equity ETF | 2.3 | 106 | -56 | 6.3 | +1.8 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 2.3 | 22 | 28 | 5.6 | +1.1 |
BMED | Future Health ETF | 2.2 | 85 | -35 | 0.5 | -4.0 |
IFGL | iShares International Developed Real Estate ETF | 2.2 | 48 | 2 | 7.2 | +2.6 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 2.2 | 25 | 25 | 6.5 | +2.0 |
MNTL | Tema Neuroscience and Mental Health ETF | 2.2 | 75 | -25 | -0.9 | -5.4 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 2.2 | 60 | -10 | 5.9 | +1.4 |
INDS | Pacer Industrial Real Estate ETF | 2.1 | 55 | -5 | 6.8 | +2.2 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 2.1 | 58 | -8 | 8.1 | +3.5 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 2.0 | 80 | -30 | 5.5 | +0.9 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 2.0 | 57 | -7 | 8.6 | +4.0 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 2.0 | 49 | 1 | 3.3 | -1.2 |
PBD | Invesco Global Clean Energy ETF | 1.8 | 75 | -25 | 0.6 | -3.9 |
DIM | WisdomTree International MidCap Dividend Fund | 1.8 | 58 | -8 | 7.6 | +3.1 |
WDNA | WisdomTree BioRevolution Fund | 1.7 | 45 | 5 | -1.3 | -5.9 |
FEZ | SPDR EURO STOXX 50 ETF | 1.7 | 29 | 21 | 7.2 | +2.7 |
VGK | Vanguard FTSE Europe ETF | 1.6 | 11 | 39 | 7.4 | +2.9 |
IEUR | iShares Core MSCI Europe ETF | 1.6 | 11 | 39 | 7.3 | +2.8 |
KXI | iShares Global Consumer Staples ETF | 1.6 | 41 | 9 | 5.5 | +0.9 |
SPEU | SPDR Portfolio Europe ETF | 1.6 | 7 | 43 | 7.3 | +2.8 |
EUFN | iShares MSCI Europe Financials ETF | 1.6 | 51 | -1 | 8.4 | +3.9 |
WWJD | Inspire International ETF | 1.6 | 80 | -30 | 7.4 | +2.8 |
BBEU | JPMorgan BetaBuilders Europe ETF | 1.6 | 9 | 41 | 7.2 | +2.6 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 1.6 | 10 | 40 | 8.3 | +3.8 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 1.5 | 12 | 38 | 8.2 | +3.7 |
TPIF | Timothy Plan International ETF | 1.5 | 62 | -12 | 6.3 | +1.8 |
FID | First Trust S&P International Dividend Aristocrats ETF | 1.4 | 60 | -10 | 8.2 | +3.6 |
IEV | iShares Europe ETF | 1.4 | 67 | -17 | 6.8 | +2.3 |
FLEE | Franklin FTSE Europe ETF | 1.4 | 9 | 41 | 7.3 | +2.8 |
VGSR | Vert Global Sustainable Real Estate ETF | 1.4 | 47 | 3 | 7.3 | +2.8 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 1.4 | 46 | 4 | 6.8 | +2.3 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 1.4 | 40 | 10 | 7.1 | +2.6 |
DLS | WisdomTree International SmallCap Dividend Fund | 1.4 | 58 | -8 | 8.6 | +4.1 |
TINT | ProShares Smart Materials ETF | 1.4 | 58 | -8 | 7.7 | +3.2 |
JSTC | Adasina Social Justice All Cap Global ETF | 1.3 | 89 | -39 | 4.9 | +0.4 |
CIL | VictoryShares International Volatility Wtd ETF | 1.3 | 45 | 5 | 6.7 | +2.2 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 1.3 | 25 | 25 | 7.3 | +2.7 |
DISV | Dimensional International Small Cap Value ETF | 1.3 | 42 | 8 | 9.7 | +5.1 |
CGIE | Capital Group International Equity ETF | 1.3 | 54 | -4 | 5.0 | +0.5 |
UIVM | VictoryShares International Value Momentum ETF | 1.3 | 35 | 15 | 9.2 | +4.6 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 1.2 | 49 | 1 | 7.1 | +2.6 |
KARS | KraneShares Electric Vehicles & Future Mobility Index ETF | 1.2 | 72 | -22 | -0.8 | -5.3 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 1.2 | 45 | 5 | 4.5 | 0.0 |
BATT | Amplify Lithium & Battery Technology ETF | 1.2 | 59 | -9 | 4.0 | -0.5 |
EV | Mast Global Battery Recycling & Production ETF | 1.2 | 65 | -15 | 10.6 | +6.1 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 1.2 | 49 | 1 | 6.1 | +1.5 |
SCHC | Schwab International Small-Cap Equity ETF | 1.2 | 11 | 39 | 7.0 | +2.5 |
IDMO | Invesco S&P International Developed Momentum ETF | 1.2 | 25 | 25 | 5.5 | +1.0 |
WDIV | SPDR S&P Global Dividend ETF | 1.2 | 40 | 10 | 9.5 | +5.0 |
DFIS | Dimensional International Small Cap ETF | 1.1 | 39 | 11 | 7.5 | +3.0 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 1.1 | 20 | 30 | 6.9 | +2.4 |
PABD | iShares Paris-Aligned Climate MSCI World ex USA ETF | 1.1 | 12 | 38 | 6.2 | +1.6 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 1.1 | 31 | 19 | 6.4 | +1.9 |
CGXU | Capital Group International Focus Equity ETF | 1.1 | 54 | -4 | 5.8 | +1.3 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 1.1 | 52 | -2 | 6.8 | +2.3 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 1.1 | 29 | 21 | 8.0 | +3.4 |
EFG | iShares MSCI EAFE Growth ETF | 1.1 | 36 | 14 | 4.4 | -0.2 |
IDV | iShares International Select Dividend ETF | 1.0 | 51 | -1 | 11.2 | +6.6 |
JHMD | John Hancock Multifactor Developed International ETF | 1.0 | 39 | 11 | 7.7 | +3.1 |
DFIC | Dimensional International Core Equity 2 ETF | 1.0 | 23 | 27 | 7.6 | +3.1 |
IEFA | iShares Core MSCI EAFE ETF | 1.0 | 7 | 43 | 7.2 | +2.7 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 1.0 | 30 | 20 | 7.1 | +2.6 |
XT | iShares Exponential Technologies ETF | 1.0 | 46 | 4 | 5.0 | +0.5 |
SDIV | Global X Superdividend ETF | 1.0 | 58 | -8 | 42.0 | +37.5 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 1.0 | 20 | 30 | 6.6 | +2.1 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 1.0 | 80 | -30 | 10.2 | +5.6 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 1.0 | 56 | -6 | 11.3 | +6.8 |
HELX | Franklin Genomic Advancements ETF | 1.0 | 50 | 0 | -0.3 | -4.8 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 1.0 | 58 | -8 | 4.9 | +0.4 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 1.0 | 30 | 20 | 5.4 | +0.9 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 1.0 | 47 | 3 | 8.6 | +4.1 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 1.0 | 20 | 30 | 7.2 | +2.7 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 1.0 | 20 | 30 | 6.6 | +2.1 |
EFA | iShares MSCI EAFE ETF | 1.0 | 35 | 15 | 6.9 | +2.3 |
COPY | Tweedy, Browne Insider + Value ETF | 0.9 | 80 | -30 | 12.3 | +7.8 |
CRIT | Optica Rare Earths & Critical Materials ETF Optica Rare Eart | 0.9 | 85 | -35 | 9.9 | +5.3 |
REET | iShares Global REIT ETF | 0.9 | 14 | 36 | 7.6 | +3.1 |
FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 0.9 | 39 | 11 | -0.9 | -5.4 |
BKIE | BNY Mellon International Equity ETF | 0.9 | 4 | 46 | 7.1 | +2.6 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 0.9 | 39 | 11 | 8.3 | +3.8 |
STXI | Strive International Developed Markets ETF | 0.9 | 29 | 21 | 7.0 | +2.5 |
AVDV | Avantis International Small Cap Value ETF | 0.9 | 36 | 14 | 10.2 | +5.7 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 0.9 | 36 | 14 | 6.8 | +2.2 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 0.9 | 58 | -8 | 7.0 | +2.5 |
IDEV | iShares Core MSCI International Developed Markets ETF | 0.9 | 4 | 46 | 7.2 | +2.7 |
DWM | WisdomTree International Equity Fund | 0.9 | 48 | 2 | 7.5 | +3.0 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 0.9 | 9 | 41 | 8.1 | +3.6 |
DFSI | Dimensional International Sustainability Core 1 ETF | 0.9 | 24 | 26 | 6.5 | +2.0 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 0.9 | 58 | -8 | 6.7 | +2.2 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 0.9 | 12 | 38 | 5.5 | +1.0 |
VEA | Vanguard FTSE Developed Markets ETF | 0.9 | 5 | 45 | 7.4 | +2.9 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.9 | 3 | 47 | 7.2 | +2.7 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 0.9 | 40 | 10 | 7.6 | +3.1 |
IQDF | FlexShares International Quality Dividend Index Fund | 0.9 | 47 | 3 | 9.3 | +4.8 |
DFIV | Dimensional International Value ETF | 0.9 | 27 | 23 | 10.1 | +5.6 |
SCHF | Schwab International Equity ETF | 0.9 | 6 | 44 | 7.5 | +2.9 |
AVRE | Avantis Real Estate ETF | 0.9 | 17 | 33 | 7.1 | +2.6 |
EFV | iShares MSCI EAFE Value ETF | 0.9 | 34 | 16 | 9.3 | +4.8 |
IVLU | iShares MSCI Intl Value Factor ETF | 0.9 | 30 | 20 | 10.7 | +6.1 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 0.9 | 25 | 25 | 7.2 | +2.7 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 0.8 | 42 | 8 | 7.1 | +2.6 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.8 | 7 | 43 | 7.0 | +2.5 |
IXJ | iShares Global Healthcare ETF | 0.8 | 42 | 8 | 7.0 | +2.5 |
TTAI | FCF International Quality ETF | 0.8 | 59 | -9 | 6.9 | +2.4 |
BLES | Inspire Global Hope ETF | 0.8 | 61 | -11 | 6.9 | +2.4 |
ERET | iShares Environmentally Aware Real Estate ETF | 0.8 | 30 | 20 | 7.5 | +2.9 |
DTH | WisdomTree International High Dividend Fund | 0.8 | 58 | -8 | 8.9 | +4.4 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.8 | 20 | 30 | 7.0 | +2.5 |
DFGR | Dimensional Global Real Estate ETF | 0.8 | 22 | 28 | 7.5 | +3.0 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 0.8 | 39 | 11 | 6.0 | +1.5 |
DFAI | Dimensional International Core Equity Market ETF | 0.8 | 18 | 32 | 7.3 | +2.8 |
RWO | SPDR Dow Jones Global Real Estate ETF | 0.8 | 50 | 0 | 7.1 | +2.5 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 0.8 | 47 | 3 | 5.3 | +0.8 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 0.8 | 80 | -30 | 4.9 | +0.4 |
CGDG | Capital Group Dividend Growers ETF | 0.7 | 47 | 3 | 6.3 | +1.8 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.7 | 30 | 20 | 8.2 | +3.7 |
EAFG | Pacer Developed Markets Cash Cows Growth Leaders ETF | 0.7 | 65 | -15 | 3.7 | -0.8 |
KNO | AXS Knowledge Leaders ETF | 0.7 | 78 | -28 | 6.1 | +1.6 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 0.7 | 45 | 5 | 9.0 | +4.5 |
AVSD | Avantis Responsible International Equity ETF | 0.7 | 23 | 27 | 5.7 | +1.2 |
DIHP | Dimensional International High Profitability ETF | 0.7 | 29 | 21 | 7.2 | +2.7 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 0.7 | 24 | 26 | 7.2 | +2.7 |
AVDE | Avantis International Equity ETF | 0.7 | 23 | 27 | 7.6 | +3.1 |
VXUS | Vanguard Total International Stock ETF | 0.7 | 7 | 43 | 8.1 | +3.6 |
DGT | SPDR Global Dow ETF | 0.7 | 50 | 0 | 7.4 | +2.9 |
JIG | JPMorgan International Growth ETF | 0.7 | 55 | -5 | 4.8 | +0.2 |
IXUS | iShares Core MSCI Total International Stock ETF | 0.7 | 7 | 43 | 8.1 | +3.6 |
CWI | SPDR MSCI ACWI ex-US ETF | 0.6 | 30 | 20 | 7.9 | +3.4 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 0.6 | 8 | 42 | 8.3 | +3.7 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 0.6 | 25 | 25 | 9.7 | +5.2 |
VIGI | Vanguard International Dividend Appreciation ETF | 0.6 | 15 | 35 | 6.1 | +1.6 |
DOL | WisdomTree International LargeCap Dividend Fund | 0.6 | 48 | 2 | 7.4 | +2.9 |
VSGX | Vanguard ESG International Stock ETF | 0.6 | 12 | 38 | 8.0 | +3.5 |
AVIV | Avantis International Large Cap Value ETF | 0.6 | 25 | 25 | 8.9 | +4.4 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 0.6 | 34 | 16 | 7.9 | +3.4 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 0.6 | 24 | 26 | 7.6 | +3.1 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 0.6 | 39 | 11 | 6.8 | +2.3 |
FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 0.6 | 80 | -30 | 11.5 | +7.0 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.6 | 41 | 9 | 7.8 | +3.2 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.5 | 62 | -12 | 3.6 | -0.9 |
ISCF | iShares International SmallCap Equity Factor ETF | 0.5 | 23 | 27 | 8.4 | +3.9 |
INTF | iShares International Equity Factor ETF | 0.5 | 15 | 35 | 7.9 | +3.3 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 0.5 | 18 | 32 | 7.9 | +3.4 |
GWX | SPDR S&P International Small Cap ETF | 0.5 | 40 | 10 | 6.4 | +1.9 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 0.5 | 34 | 16 | 6.0 | +1.5 |
FDEV | Fidelity International Multifactor ETF | 0.5 | 18 | 32 | 7.4 | +2.9 |
IQSI | IQ Candriam International Equity ETF | 0.4 | 15 | 35 | 6.7 | +2.1 |
DTAN | Sparkline International Intangible Value ETF | 0.4 | 55 | -5 | 8.3 | +3.8 |
IXG | iShares Global Financials ETF | 0.4 | 42 | 8 | 7.0 | +2.4 |
VIDI | Vident International Equity Strategy ETF | 0.3 | 61 | -11 | 11.5 | +7.0 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 0.3 | 38 | 12 | 4.8 | +0.3 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 0.3 | 14 | 36 | 6.3 | +1.7 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.3 | 42 | 8 | 5.6 | +1.1 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.3 | 30 | 20 | 6.2 | +1.7 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.3 | 25 | 25 | 6.0 | +1.5 |
GLOF | iShares Global Equity Factor ETF | 0.3 | 20 | 30 | 6.9 | +2.4 |
KLMT | Invesco MSCI Global Climate 500 ETF | 0.3 | 10 | 40 | 6.0 | +1.5 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 0.3 | 9 | 41 | 9.1 | +4.6 |
VYMI | Vanguard International High Dividend Yield ETF | 0.3 | 22 | 28 | 9.8 | +5.3 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.3 | 20 | 30 | 5.9 | +1.4 |
TOK | iShares MSCI Kokusai ETF | 0.3 | 26 | 24 | 5.3 | +0.8 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 0.3 | 37 | 13 | 8.6 | +4.1 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 0.3 | 45 | 5 | 7.9 | +3.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.3 | 9 | 41 | 6.1 | +1.6 |
VT | Vanguard Total World Stock ETF | 0.2 | 7 | 43 | 6.2 | +1.6 |
URTH | iShares MSCI World ETF | 0.2 | 24 | 26 | 5.4 | +0.9 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.2 | 9 | 41 | 5.4 | +0.9 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.2 | 46 | 4 | 5.5 | +0.9 |
MXI | iShares Global Materials ETF | 0.2 | 41 | 9 | 8.0 | +3.5 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.2 | 20 | 30 | 5.9 | +1.4 |
WRND | IQ Global Equity R&D Leaders ETF | 0.2 | 18 | 32 | 8.6 | +4.1 |
ACWI | iShares MSCI ACWI ETF | 0.2 | 32 | 18 | 5.8 | +1.3 |
IBAT | iShares Energy Storage & Materials ETF | 0.2 | 47 | 3 | 5.6 | +1.1 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 0.2 | 83 | -33 | 9.7 | +5.2 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 0.2 | 49 | 1 | 6.2 | +1.7 |
IQLT | iShares MSCI Intl Quality Factor ETF | 0.2 | 30 | 20 | 6.2 | +1.7 |
FENI | Fidelity Enhanced International ETF | 0.2 | 28 | 22 | 6.7 | +2.2 |
IGRO | iShares International Dividend Growth ETF | 0.2 | 15 | 35 | 7.1 | +2.6 |
QINT | American Century Quality Diversified International ETF | 0.2 | 39 | 11 | 7.4 | +2.9 |
DEW | WisdomTree Global High Dividend Fund | 0.2 | 58 | -8 | 8.8 | +4.2 |
VWID | Virtus WMC International Dividend ETF | 0.2 | 49 | 1 | 8.8 | +4.3 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 0.2 | 42 | 8 | 6.8 | +2.3 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.1 | 39 | 11 | 14.2 | +9.6 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.1 | 12 | 38 | 5.4 | +0.9 |
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 | |
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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: |
iShares MSCI Belgium ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
AVOID |
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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