iShares MSCI Austria ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
iShares MSCI Austria 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 Austrian market, as measured by the MSCI Austria Investable Market Index. |
Category | International Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | Mar 12, 1996 |
Assets (mns) | $108 |
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 | 19 |
Wgt avg mkt cap (mns) | $11,093 |
Large cap (>$10bn) | 36.9% |
Mid cap ($2-10bn) | 52.9% |
Small cap (<$2bn) | 10.2% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
ERSTE GROUP BANK AG | 22.7 % |
BAWAG GROUP AG | 12.6 % |
OMV AG | 9.9 % |
ANDRITZ AG | 4.6 % |
WIENERBERGER AG | 4.6 % |
VOESTALPINE AG | 4.6 % |
VERBUND AG | 4.5 % |
VIENNA INSURANCE GROUP | 4.4 % |
UNIQA VERSICHERUNGEN AG | 4.1 % |
RAIFFEISEN INTL BANK HOLDING | 3.6 % | Total | 75.6 % |
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AUSTRIA | 100.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
40.2% | 34.5% | 18.7% | 9.6% | 6.3% |
versus... | Beta | R-squared |
S&P500 | 0.75 | 33% |
MSCI EAFE | 0.96 | 56% |
MSCI Emg. Mkts. | 0.72 | 33% |
Recent close | $29.29 |
30d moving avg. | $28.84 |
Annualized volatility | 21.1% |
Short interest (ETF) | 2.3% |
Relative strength (RSI) | 60 |
Avg. volume (thou.) | 91 |
Turnover | 2.5% |
Bid/Ask (% of price) | 0.26% |
ADV underlying (mns) | $78 |
FINDING ALTERNATIVE FUNDS
Below is a list of 179 potential alternatives to the iShares MSCI Austria ETF ETF based on the alternatives' overlap in portfolio holdings with EWO. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | EWO | Expense: | 50 bp | ALTAR Score™: | 11.2% |
Ticker | Fund Name |
Overlap1 vs EWO (%) |
Expense ratio (bp) |
Savings vs EWO (bp) |
ALTAR Score™ (%) |
ALTAR vs EWO (%) |
GVAL | Cambria Global Value ETF | 7.2 | 68 | -18 | 11.0 | -0.2 |
EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | 6.4 | 58 | -8 | 9.0 | -2.3 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 4.8 | 80 | -30 | 9.1 | -2.1 |
CRAK | VanEck Oil Refiners ETF | 4.8 | 61 | -11 | 14.1 | +2.9 |
RNRG | Global X Renewable Energy Producers ETF | 4.5 | 66 | -16 | 5.6 | -5.6 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 3.9 | 75 | -25 | 7.8 | -3.5 |
BOTT | Themes Robotics & Automation ETF | 3.3 | 35 | 15 | 4.7 | -6.5 |
IWTR | iShares MSCI Water Management Multisector ETF | 3.1 | 47 | 3 | 5.6 | -5.6 |
FEP | First Trust Europe AlphaDEX Fund | 3.1 | 80 | -30 | 9.3 | -1.9 |
FRNW | Fidelity Clean Energy ETF | 3.1 | 39 | 11 | 4.0 | -7.3 |
COPY | Tweedy, Browne Insider + Value ETF | 2.6 | 80 | -30 | 11.7 | +0.5 |
IEUS | iShares MSCI Europe Small-Cap ETF | 2.5 | 42 | 8 | 7.2 | -4.0 |
WWJD | Inspire International ETF | 2.3 | 80 | -30 | 7.2 | -4.0 |
PPIE | Putnam PanAgora ESG International Equity ETF | 2.1 | 49 | 1 | 7.4 | -3.8 |
FICS | First Trust International Developed Capital Strength ETF | 1.9 | 70 | -20 | 6.2 | -5.0 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 1.9 | 57 | -7 | 8.4 | -2.8 |
UIVM | VictoryShares International Value Momentum ETF | 1.8 | 35 | 15 | 9.0 | -2.3 |
DIM | WisdomTree International MidCap Dividend Fund | 1.8 | 58 | -8 | 7.6 | -3.7 |
BINV | Brandes International ETF | 1.7 | 70 | -20 | 9.6 | -1.7 |
QINT | American Century Quality Diversified International ETF | 1.6 | 39 | 11 | 7.4 | -3.8 |
IDV | iShares International Select Dividend ETF | 1.4 | 51 | -1 | 11.1 | -0.1 |
IBOT | Vaneck Robotics ETF | 1.3 | 47 | 3 | 4.1 | -7.1 |
JHID | John Hancock International High Dividend ETF | 1.2 | 46 | 4 | 9.9 | -1.4 |
DFIS | Dimensional International Small Cap ETF | 1.2 | 39 | 11 | 7.4 | -3.8 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 1.2 | 80 | -30 | 10.0 | -1.3 |
BLES | Inspire Global Hope ETF | 1.2 | 61 | -11 | 6.8 | -4.5 |
DISV | Dimensional International Small Cap Value ETF | 1.2 | 42 | 8 | 9.5 | -1.7 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 1.2 | 56 | -6 | 11.0 | -0.2 |
INEQ | Columbia International Equity Income ETF | 1.1 | 45 | 5 | 8.3 | -3.0 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 1.1 | 40 | 10 | 7.0 | -4.3 |
SCHC | Schwab International Small-Cap Equity ETF | 1.1 | 11 | 39 | 6.8 | -4.5 |
VWID | Virtus WMC International Dividend ETF | 1.1 | 49 | 1 | 8.8 | -2.4 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 1.0 | 45 | 5 | 7.2 | -4.0 |
TPIF | Timothy Plan International ETF | 1.0 | 62 | -12 | 6.2 | -5.0 |
CGW | Invesco S&P Global Water Index ETF | 1.0 | 57 | -7 | 4.6 | -6.6 |
FYLD | Cambria Foreign Shareholder Yield ETF | 1.0 | 59 | -9 | 11.9 | +0.7 |
EUFN | iShares MSCI Europe Financials ETF | 0.9 | 51 | -1 | 8.4 | -2.8 |
AVDS | Avantis International Small Cap Equity ETF | 0.9 | 30 | 20 | 7.6 | -3.7 |
PBD | Invesco Global Clean Energy ETF | 0.9 | 75 | -25 | 0.6 | -10.7 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 0.9 | 70 | -20 | 4.7 | -6.5 |
ICLN | iShares Global Clean Energy ETF | 0.8 | 41 | 9 | 5.8 | -5.4 |
TEMP | JPMorgan Climate Change Solutions ETF | 0.8 | 49 | 1 | 5.7 | -5.5 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 0.8 | 83 | -33 | 10.4 | -0.8 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.8 | 8 | 42 | 6.8 | -4.4 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.8 | 65 | -15 | 2.2 | -9.0 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 0.7 | 58 | -8 | 8.1 | -3.1 |
DWMF | WisdomTree International Multifactor Fund | 0.7 | 38 | 12 | 7.0 | -4.3 |
INTF | iShares International Equity Factor ETF | 0.7 | 15 | 35 | 7.8 | -3.4 |
WDNA | WisdomTree BioRevolution Fund | 0.7 | 45 | 5 | -1.3 | -12.5 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 0.7 | 65 | -15 | 7.4 | -3.9 |
SMOG | VanEck Low Carbon Energy ETF | 0.7 | 61 | -11 | 1.6 | -9.7 |
CIL | VictoryShares International Volatility Wtd ETF | 0.7 | 45 | 5 | 6.6 | -4.6 |
IDMO | Invesco S&P International Developed Momentum ETF | 0.7 | 25 | 25 | 5.4 | -5.8 |
DTH | WisdomTree International High Dividend Fund | 0.6 | 58 | -8 | 8.9 | -2.3 |
HEDJ | WisdomTree Europe Hedged Equity Fund | 0.6 | 58 | -8 | 6.8 | -4.4 |
IPAV | Global X Infrastructure Development ex-U.S. ETF | 0.6 | 55 | -5 | 7.5 | -3.7 |
EZU | iShares MSCI Eurozone ETF | 0.6 | 52 | -2 | 6.7 | -4.6 |
DFIC | Dimensional International Core Equity 2 ETF | 0.6 | 23 | 27 | 7.6 | -3.7 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 0.6 | 40 | 10 | 7.6 | -3.6 |
IEUR | iShares Core MSCI Europe ETF | 0.6 | 11 | 39 | 7.3 | -3.9 |
DXIV | Dimensional International Vector Equity ETF | 0.6 | 34 | 16 | 8.0 | -3.3 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 0.6 | 80 | -30 | 4.9 | -6.4 |
TTAI | FCF International Quality ETF | 0.6 | 59 | -9 | 7.0 | -4.3 |
VGK | Vanguard FTSE Europe ETF | 0.5 | 6 | 44 | 7.4 | -3.8 |
XT | iShares Exponential Technologies ETF | 0.5 | 46 | 4 | 4.8 | -6.4 |
SPEU | SPDR Portfolio Europe ETF | 0.5 | 7 | 43 | 7.3 | -3.9 |
OCEN | IQ Clean Oceans ETF | 0.5 | 45 | 5 | 6.2 | -5.0 |
VIDI | Vident International Equity Strategy ETF | 0.5 | 61 | -11 | 11.4 | +0.1 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.5 | 49 | 1 | 6.9 | -4.3 |
DWM | WisdomTree International Equity Fund | 0.5 | 48 | 2 | 7.5 | -3.8 |
DFSI | Dimensional International Sustainability Core 1 ETF | 0.5 | 24 | 26 | 6.4 | -4.8 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 0.4 | 39 | 11 | 5.9 | -5.4 |
BBEU | JPMorgan BetaBuilders Europe ETF | 0.4 | 9 | 41 | 7.2 | -4.1 |
AVDV | Avantis International Small Cap Value ETF | 0.4 | 36 | 14 | 10.1 | -1.1 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 0.4 | 25 | 25 | 9.6 | -1.7 |
IQSI | IQ Candriam International Equity ETF | 0.4 | 15 | 35 | 6.6 | -4.6 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 0.4 | 9 | 41 | 9.2 | -2.1 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.4 | 30 | 20 | 8.1 | -3.2 |
BULD | Pacer BlueStar Engineering the Future ETF | 0.4 | 60 | -10 | 1.4 | -9.8 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 0.4 | 9 | 41 | 8.1 | -3.1 |
DOL | WisdomTree International LargeCap Dividend Fund | 0.4 | 48 | 2 | 7.4 | -3.9 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 0.4 | 58 | -8 | 6.7 | -4.5 |
EFV | iShares MSCI EAFE Value ETF | 0.4 | 34 | 16 | 9.3 | -1.9 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 0.4 | 45 | 5 | 8.9 | -2.4 |
DFAI | Dimensional International Core Equity Market ETF | 0.4 | 18 | 32 | 7.3 | -4.0 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 0.4 | 83 | -33 | 9.7 | -1.5 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 0.4 | 12 | 38 | 5.5 | -5.7 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.4 | 89 | -39 | 4.8 | -6.4 |
IVLU | iShares MSCI Intl Value Factor ETF | 0.4 | 30 | 20 | 10.7 | -0.6 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 0.4 | 49 | 1 | 6.2 | -5.0 |
FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 0.4 | 80 | -30 | 11.2 | +0.0 |
FLEE | Franklin FTSE Europe ETF | 0.4 | 9 | 41 | 7.3 | -3.9 |
IEFA | iShares Core MSCI EAFE ETF | 0.3 | 7 | 43 | 7.2 | -4.1 |
IEV | iShares Europe ETF | 0.3 | 67 | -17 | 6.9 | -4.4 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 0.3 | 39 | 11 | 8.2 | -3.1 |
JXI | iShares Global Utilities ETF | 0.3 | 43 | 7 | 5.9 | -5.3 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 0.3 | 25 | 25 | 7.3 | -4.0 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 0.3 | 20 | 30 | 6.9 | -4.3 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.3 | 20 | 30 | 7.0 | -4.3 |
DLS | WisdomTree International SmallCap Dividend Fund | 0.3 | 58 | -8 | 8.4 | -2.8 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 0.3 | 20 | 30 | 6.6 | -4.6 |
VYMI | Vanguard International High Dividend Yield ETF | 0.3 | 17 | 33 | 9.8 | -1.4 |
PABD | iShares Paris-Aligned Climate MSCI World ex USA ETF | 0.3 | 12 | 38 | 6.1 | -5.1 |
IDEV | iShares Core MSCI International Developed Markets ETF | 0.3 | 4 | 46 | 7.2 | -4.1 |
FILL | iShares MSCI Global Energy Producers ETF | 0.3 | 39 | 11 | 12.0 | +0.7 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 0.3 | 35 | 15 | 6.7 | -4.5 |
AVIV | Avantis International Large Cap Value ETF | 0.3 | 25 | 25 | 8.9 | -2.3 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.3 | 39 | 11 | 13.6 | +2.3 |
AVDE | Avantis International Equity ETF | 0.3 | 23 | 27 | 7.6 | -3.7 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 0.3 | 24 | 26 | 7.5 | -3.7 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.3 | 3 | 47 | 7.2 | -4.1 |
VEA | Vanguard FTSE Developed Markets ETF | 0.3 | 3 | 47 | 7.3 | -4.0 |
IXC | iShares Global Energy ETF | 0.3 | 44 | 6 | 10.4 | -0.8 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 0.3 | 46 | 4 | 7.0 | -4.2 |
RODE | Hartford Multifactor Diversified International ETF | 0.3 | 29 | 21 | 12.7 | +1.4 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 0.3 | 31 | 19 | 6.3 | -4.9 |
RWX | SPDR Dow Jones International Real Estate ETF | 0.3 | 59 | -9 | 7.0 | -4.3 |
BKIE | BNY Mellon International Equity ETF | 0.3 | 4 | 46 | 7.1 | -4.2 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 0.3 | 37 | 13 | 8.5 | -2.7 |
AVSD | Avantis Responsible International Equity ETF | 0.3 | 23 | 27 | 5.7 | -5.6 |
JHMD | John Hancock Multifactor Developed International ETF | 0.3 | 39 | 11 | 7.6 | -3.6 |
ISCF | iShares International SmallCap Equity Factor ETF | 0.3 | 23 | 27 | 8.4 | -2.9 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 0.3 | 25 | 25 | 7.1 | -4.1 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 0.2 | 29 | 21 | 7.9 | -3.3 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 0.2 | 30 | 20 | 5.4 | -5.8 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 0.2 | 39 | 11 | 6.7 | -4.5 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 0.2 | 58 | -8 | 7.1 | -4.2 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 0.2 | 20 | 30 | 7.2 | -4.0 |
VSGX | Vanguard ESG International Stock ETF | 0.2 | 10 | 40 | 7.9 | -3.3 |
IXUS | iShares Core MSCI Total International Stock ETF | 0.2 | 7 | 43 | 8.0 | -3.2 |
VXUS | Vanguard Total International Stock ETF | 0.2 | 5 | 45 | 8.0 | -3.2 |
DIHP | Dimensional International High Profitability ETF | 0.2 | 29 | 21 | 7.2 | -4.1 |
GLOF | iShares Global Equity Factor ETF | 0.2 | 20 | 30 | 6.7 | -4.5 |
IXG | iShares Global Financials ETF | 0.2 | 42 | 8 | 6.8 | -4.5 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 0.2 | 42 | 8 | 6.6 | -4.6 |
EFA | iShares MSCI EAFE ETF | 0.2 | 35 | 15 | 6.9 | -4.4 |
IDHQ | Invesco S&P International Developed High Quality ETF | 0.2 | 29 | 21 | 6.6 | -4.7 |
GWX | SPDR S&P International Small Cap ETF | 0.2 | 40 | 10 | 6.3 | -5.0 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 0.2 | 36 | 14 | 6.9 | -4.3 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.2 | 10 | 40 | 8.1 | -3.1 |
CWI | SPDR MSCI ACWI ex-US ETF | 0.2 | 30 | 20 | 7.7 | -3.5 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 0.2 | 12 | 38 | 7.9 | -3.3 |
SCHF | Schwab International Equity ETF | 0.2 | 6 | 44 | 7.4 | -3.9 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 0.2 | 42 | 8 | 7.0 | -4.2 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.2 | 25 | 25 | 6.0 | -5.3 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 0.2 | 18 | 32 | 7.6 | -3.7 |
DFIV | Dimensional International Value ETF | 0.2 | 27 | 23 | 10.0 | -1.2 |
STXI | Strive International Developed Markets ETF | 0.2 | 29 | 21 | 7.0 | -4.3 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 0.2 | 20 | 30 | 6.5 | -4.8 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 0.2 | 30 | 20 | 7.0 | -4.2 |
IQLT | iShares MSCI Intl Quality Factor ETF | 0.2 | 30 | 20 | 6.2 | -5.0 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 0.1 | 4 | 46 | 8.2 | -3.1 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 0.1 | 14 | 36 | 6.3 | -5.0 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 0.1 | 34 | 16 | 7.8 | -3.4 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 0.1 | 24 | 26 | 7.1 | -4.1 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.1 | 41 | 9 | 7.8 | -3.5 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.1 | 12 | 38 | 5.2 | -6.0 |
IFGL | iShares International Developed Real Estate ETF | 0.1 | 48 | 2 | 7.0 | -4.2 |
CCNR | ALPS CoreCommodity Natural Resources ETF | 0.1 | 39 | 11 | 11.4 | +0.1 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.1 | 20 | 30 | 5.8 | -5.4 |
PRNT | 3D Printing ETF | 0.1 | 66 | -16 | 1.3 | -10.0 |
DEW | WisdomTree Global High Dividend Fund | 0.1 | 58 | -8 | 8.7 | -2.6 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.1 | 42 | 8 | 5.4 | -5.8 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.1 | 9 | 41 | 5.9 | -5.4 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.1 | 33 | 17 | 10.1 | -1.1 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 0.1 | 22 | 28 | 5.7 | -5.5 |
RWO | SPDR Dow Jones Global Real Estate ETF | 0.1 | 50 | 0 | 7.1 | -4.2 |
VT | Vanguard Total World Stock ETF | 0.1 | 6 | 44 | 6.0 | -5.2 |
ERET | iShares Environmentally Aware Real Estate ETF | 0.1 | 30 | 20 | 7.4 | -3.8 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.1 | 30 | 20 | 6.1 | -5.2 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.1 | 9 | 41 | 5.3 | -6.0 |
EFG | iShares MSCI EAFE Growth ETF | 0.1 | 36 | 14 | 4.3 | -6.9 |
TOK | iShares MSCI Kokusai ETF | 0.1 | 26 | 24 | 5.2 | -6.1 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 0.1 | 58 | -8 | 4.7 | -6.5 |
URTH | iShares MSCI World ETF | 0.1 | 24 | 26 | 5.2 | -6.0 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.1 | 20 | 30 | 5.9 | -5.3 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.1 | 47 | 3 | 5.8 | -5.5 |
ACWI | iShares MSCI ACWI ETF | 0.1 | 32 | 18 | 5.7 | -5.6 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 0.0 | 34 | 16 | 6.0 | -5.3 |
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 Austria ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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