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) | $59 |
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 | 21 |
Wgt avg mkt cap (mns) | $10,654 |
Large cap (>$10bn) | 44.5% |
Mid cap ($2-10bn) | 42.6% |
Small cap (<$2bn) | 12.9% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
ERSTE GROUP BANK AG | 22.4 % |
OMV AG | 13.2 % |
VERBUND AG | 9.9 % |
BAWAG GROUP AG | 5.0 % |
WIENERBERGER AG | 4.5 % |
VOESTALPINE AG | 4.4 % |
ANDRITZ AG | 4.3 % |
RAIFFEISEN INTL BANK HOLDING | 3.9 % |
CA IMMOBILIEN ANLAGEN AG | 3.7 % |
VIENNA INSURANCE GROUP | 3.4 % | Total | 74.7 % |
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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. |
0.0% | 6.8% | 5.0% | 3.6% | 4.9% |
versus... | Beta | R-squared |
S&P500 | 0.98 | 54% |
MSCI EAFE | 1.23 | 78% |
MSCI Emg. Mkts. | 0.93 | 47% |
Recent close | $21.79 |
30d moving avg. | $20.88 |
Annualized volatility | 23.9% |
Short interest (ETF) | 1.1% |
Relative strength (RSI) | 70 |
Avg. volume (thou.) | 10 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.26% |
ADV underlying (mns) | $152 |
FINDING ALTERNATIVE FUNDS
Below is a list of 175 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™: | 13.1% |
Ticker | Fund Name |
Overlap1 vs EWO (%) |
Expense ratio (bp) |
Savings vs EWO (bp) |
ALTAR Score™ (%) |
ALTAR vs EWO (%) |
GVAL | Cambria Global Value ETF | 9.1 | 68 | -18 | 11.9 | -1.2 |
RNRG | Global X Renewable Energy Producers ETF | 5.3 | 66 | -16 | 4.7 | -8.4 |
EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | 4.9 | 58 | -8 | 8.8 | -4.3 |
CRAK | VanEck Oil Refiners ETF | 4.5 | 61 | -11 | 14.7 | +1.6 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 4.3 | 80 | -30 | 8.1 | -5.0 |
FEP | First Trust Europe AlphaDEX Fund | 2.8 | 80 | -30 | 8.4 | -4.7 |
IWTR | iShares MSCI Water Management Multisector ETF | 2.6 | 47 | 3 | 4.5 | -8.6 |
FRNW | Fidelity Clean Energy ETF | 2.4 | 39 | 11 | 3.6 | -9.5 |
IDOG | ALPS International Sector Dividend Dogs ETF | 2.0 | 50 | 0 | 11.1 | -2.0 |
DMDV | AAM S&P Developed Markets High Dividend Value ETF | 2.0 | 39 | 11 | 11.7 | -1.4 |
FIDI | Fidelity International High Dividend ETF | 1.9 | 18 | 32 | 9.6 | -3.5 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 1.8 | 57 | -7 | 11.0 | -2.1 |
UIVM | VictoryShares International Value Momentum ETF | 1.8 | 35 | 15 | 10.3 | -2.8 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 1.4 | 83 | -33 | 8.6 | -4.5 |
IDV | iShares International Select Dividend ETF | 1.4 | 51 | -1 | 14.0 | +0.9 |
CID | VictoryShares International High Div Volatility Wtd ETF | 1.3 | 45 | 5 | 9.2 | -3.9 |
CGW | Invesco S&P Global Water Index ETF | 1.2 | 57 | -7 | 3.7 | -9.4 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 1.2 | 80 | -30 | 10.4 | -2.7 |
FYLD | Cambria Foreign Shareholder Yield ETF | 1.2 | 59 | -9 | 11.5 | -1.6 |
DIM | WisdomTree International MidCap Dividend Fund | 1.2 | 58 | -8 | 7.4 | -5.7 |
DFIS | Dimensional International Small Cap ETF | 1.1 | 39 | 11 | 6.4 | -6.7 |
VWID | Virtus WMC International Dividend ETF | 1.1 | 49 | 1 | 9.2 | -3.9 |
DTH | WisdomTree International High Dividend Fund | 1.1 | 58 | -8 | 9.9 | -3.2 |
QINT | American Century Quality Diversified International ETF | 1.1 | 39 | 11 | 7.2 | -5.9 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 1.1 | 56 | -6 | 13.5 | +0.4 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 1.0 | 34 | 16 | 10.7 | -2.4 |
DISV | Dimensional International Small Cap Value ETF | 1.0 | 42 | 8 | 8.7 | -4.4 |
ESGN | Columbia International ESG Equity Income ETF | 1.0 | 45 | 5 | 9.1 | -4.0 |
IEUS | iShares MSCI Europe Small-Cap ETF | 1.0 | 42 | 8 | 5.6 | -7.5 |
PBD | Invesco Global Clean Energy ETF | 1.0 | 75 | -25 | -2.2 | -15.3 |
WWJD | Inspire International ETF | 0.9 | 80 | -30 | 6.8 | -6.3 |
IBOT | Vaneck Robotics ETF | 0.9 | 47 | 3 | 3.5 | -9.6 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 0.9 | 45 | 5 | 6.0 | -7.1 |
SCHC | Schwab International Small-Cap Equity ETF | 0.9 | 11 | 39 | 5.7 | -7.4 |
ICLN | iShares Global Clean Energy ETF | 0.8 | 41 | 9 | 4.0 | -9.1 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 0.8 | 65 | -15 | 7.7 | -5.4 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.7 | 65 | -15 | 1.9 | -11.2 |
EUFN | iShares MSCI Europe Financials ETF | 0.7 | 51 | -1 | 7.9 | -5.2 |
INTF | iShares International Equity Factor ETF | 0.7 | 15 | 35 | 7.7 | -5.4 |
AVDV | Avantis International Small Cap Value ETF | 0.7 | 36 | 14 | 7.5 | -5.6 |
OCEN | IQ Clean Oceans ETF | 0.7 | 45 | 5 | 5.1 | -8.0 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 0.7 | 40 | 10 | 5.8 | -7.3 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 0.7 | 83 | -33 | 8.7 | -4.4 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 0.7 | 25 | 25 | 7.2 | -5.9 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 0.6 | 40 | 10 | 7.6 | -5.5 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.6 | 7 | 43 | 6.2 | -6.9 |
IPKW | Invesco International BuyBack Achievers ETF | 0.6 | 55 | -5 | 9.2 | -3.9 |
DWM | WisdomTree International Equity Fund | 0.6 | 48 | 2 | 7.6 | -5.5 |
SMOG | VanEck Low Carbon Energy ETF | 0.6 | 61 | -11 | 3.1 | -10.0 |
FLEU | Franklin FTSE Eurozone ETF | 0.6 | 9 | 41 | 6.5 | -6.6 |
TPIF | Timothy Plan International ETF | 0.6 | 62 | -12 | 6.4 | -6.7 |
TTAI | FCF International Quality ETF | 0.5 | 59 | -9 | 6.8 | -6.3 |
EZU | iShares MSCI Eurozone ETF | 0.5 | 52 | -2 | 6.0 | -7.1 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 0.5 | 24 | 26 | 8.2 | -4.9 |
DFIC | Dimensional International Core Equity 2 ETF | 0.5 | 23 | 27 | 7.2 | -5.9 |
DOL | WisdomTree International LargeCap Dividend Fund | 0.5 | 48 | 2 | 7.6 | -5.5 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 0.5 | 39 | 11 | 6.5 | -6.6 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.5 | 49 | 1 | 5.8 | -7.3 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 0.5 | 49 | 1 | 5.6 | -7.5 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 0.5 | 25 | 25 | 5.8 | -7.3 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 0.4 | 40 | 10 | 10.1 | -3.0 |
CIZ | VictoryShares Developed Enhanced Volatility Wtd ETF | 0.4 | 51 | -1 | 6.5 | -6.6 |
CIL | VictoryShares International Volatility Wtd ETF | 0.4 | 45 | 5 | 6.6 | -6.5 |
VGK | Vanguard FTSE Europe ETF | 0.4 | 11 | 39 | 6.7 | -6.4 |
IQIN | IQ 500 International ETF | 0.4 | 25 | 25 | 8.6 | -4.5 |
BLES | Inspire Global Hope ETF | 0.4 | 61 | -11 | 6.1 | -7.0 |
SPEU | SPDR Portfolio Europe ETF | 0.4 | 7 | 43 | 6.5 | -6.6 |
EATV | VegTech Plant-based Innovation & Climate ETF | 0.4 | 75 | -25 | 0.9 | -12.2 |
ISZE | iShares MSCI Intl Size Factor ETF | 0.4 | 30 | 20 | 6.5 | -6.6 |
IEUR | iShares Core MSCI Europe ETF | 0.4 | 11 | 39 | 6.5 | -6.6 |
JXI | iShares Global Utilities ETF | 0.4 | 43 | 7 | 6.7 | -6.4 |
BBEU | JPMorgan BetaBuilders Europe ETF | 0.4 | 9 | 41 | 6.6 | -6.5 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 0.4 | 25 | 25 | 7.3 | -5.8 |
HEDJ | WisdomTree Europe Hedged Equity Fund | 0.4 | 58 | -8 | 8.0 | -5.1 |
GLOF | iShares Global Equity Factor ETF | 0.4 | 20 | 30 | 7.0 | -6.1 |
XT | iShares Exponential Technologies ETF | 0.4 | 46 | 4 | 3.7 | -9.4 |
RWX | SPDR Dow Jones International Real Estate ETF | 0.4 | 59 | -9 | 6.0 | -7.1 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 0.4 | 80 | -30 | 4.3 | -8.8 |
IVLU | iShares MSCI Intl Value Factor ETF | 0.4 | 30 | 20 | 10.4 | -2.7 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 0.4 | 9 | 41 | 7.8 | -5.3 |
IQSI | IQ Candriam International Equity ETF | 0.3 | 15 | 35 | 6.1 | -7.0 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 0.3 | 25 | 25 | 8.7 | -4.4 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 0.3 | 39 | 11 | 7.2 | -5.9 |
FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 0.3 | 80 | -30 | 10.6 | -2.5 |
WPS | iShares International Developed Property ETF | 0.3 | 48 | 2 | 6.6 | -6.5 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.3 | 30 | 20 | 7.5 | -5.6 |
EFV | iShares MSCI EAFE Value ETF | 0.3 | 34 | 16 | 8.9 | -4.2 |
DFSI | Dimensional International Sustainability Core 1 ETF | 0.3 | 24 | 26 | 6.0 | -7.1 |
FLEE | Franklin FTSE Europe ETF | 0.3 | 9 | 41 | 6.7 | -6.4 |
BULD | Pacer BlueStar Engineering the Future ETF | 0.3 | 60 | -10 | 1.0 | -12.1 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.3 | 39 | 11 | 10.9 | -2.2 |
IQLT | iShares MSCI Intl Quality Factor ETF | 0.3 | 30 | 20 | 5.6 | -7.5 |
DEW | WisdomTree Global High Dividend Fund | 0.3 | 58 | -8 | 8.8 | -4.3 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 0.3 | 20 | 30 | 6.7 | -6.4 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 0.3 | 45 | 5 | 8.0 | -5.1 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 0.3 | 35 | 15 | 5.9 | -7.2 |
IEFA | iShares Core MSCI EAFE ETF | 0.3 | 7 | 43 | 6.5 | -6.6 |
AVIV | Avantis International Large Cap Value ETF | 0.3 | 25 | 25 | 8.6 | -4.5 |
JHID | John Hancock International High Dividend ETF | 0.3 | 46 | 4 | 11.1 | -2.0 |
VYMI | Vanguard International High Dividend Yield ETF | 0.3 | 22 | 28 | 9.5 | -3.6 |
ISCF | iShares International SmallCap Equity Factor ETF | 0.3 | 23 | 27 | 8.4 | -4.7 |
IDEV | iShares Core MSCI International Developed Markets ETF | 0.3 | 4 | 46 | 6.5 | -6.6 |
DLS | WisdomTree International SmallCap Dividend Fund | 0.3 | 58 | -8 | 8.5 | -4.6 |
IEV | iShares Europe ETF | 0.3 | 67 | -17 | 6.1 | -7.0 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.3 | 10 | 40 | 7.8 | -5.3 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 0.3 | 12 | 38 | 5.2 | -7.9 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.3 | 20 | 30 | 6.4 | -6.7 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 0.3 | 12 | 38 | 8.1 | -5.0 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 0.3 | 58 | -8 | 10.6 | -2.5 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 0.3 | 46 | 4 | 6.2 | -6.9 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 0.2 | 20 | 30 | 6.2 | -6.9 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 0.2 | 31 | 19 | 6.0 | -7.1 |
AVDE | Avantis International Equity ETF | 0.2 | 23 | 27 | 7.6 | -5.5 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 0.2 | 9 | 41 | 9.6 | -3.5 |
DFAI | Dimensional International Core Equity Market ETF | 0.2 | 18 | 32 | 6.7 | -6.4 |
AIVI | WisdomTree International AI Enhanced Value Fund | 0.2 | 58 | -8 | 8.2 | -4.9 |
DWMF | WisdomTree International Multifactor Fund | 0.2 | 38 | 12 | 7.0 | -6.1 |
BKIE | BNY Mellon International Equity ETF | 0.2 | 4 | 46 | 6.7 | -6.4 |
FILL | iShares MSCI Global Energy Producers ETF | 0.2 | 39 | 11 | 9.4 | -3.7 |
WDNA | WisdomTree BioRevolution Fund | 0.2 | 45 | 5 | -4.1 | -17.2 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.2 | 3 | 47 | 6.6 | -6.5 |
VEA | Vanguard FTSE Developed Markets ETF | 0.2 | 5 | 45 | 6.7 | -6.4 |
IXC | iShares Global Energy ETF | 0.2 | 44 | 6 | 8.3 | -4.8 |
RODE | Hartford Multifactor Diversified International ETF | 0.2 | 29 | 21 | 11.2 | -1.9 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 0.2 | 39 | 11 | 7.3 | -5.8 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 0.2 | 58 | -8 | 5.8 | -7.3 |
IQDE | FlexShares International Quality Dividend Defensive Index ET | 0.2 | 47 | 3 | 10.1 | -3.0 |
GWX | SPDR S&P International Small Cap ETF | 0.2 | 40 | 10 | 5.1 | -8.0 |
VIDI | Vident International Equity Strategy ETF | 0.2 | 61 | -11 | 11.2 | -1.9 |
IXUS | iShares Core MSCI Total International Stock ETF | 0.2 | 7 | 43 | 4.9 | -8.2 |
IFGL | iShares International Developed Real Estate ETF | 0.2 | 48 | 2 | 6.7 | -6.4 |
VXUS | Vanguard Total International Stock ETF | 0.2 | 7 | 43 | 5.1 | -8.0 |
EFA | iShares MSCI EAFE ETF | 0.2 | 35 | 15 | 6.2 | -6.9 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 0.2 | 24 | 26 | 6.5 | -6.6 |
JHMD | John Hancock Multifactor Developed International ETF | 0.2 | 39 | 11 | 7.1 | -6.0 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 0.2 | 20 | 30 | 6.6 | -6.5 |
VSGX | Vanguard ESG International Stock ETF | 0.2 | 12 | 38 | 4.2 | -8.9 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 0.2 | 37 | 13 | 8.4 | -4.7 |
IDHQ | Invesco S&P International Developed High Quality ETF | 0.2 | 29 | 21 | 5.9 | -7.2 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 0.2 | 45 | 5 | 6.1 | -7.0 |
SCHF | Schwab International Equity ETF | 0.2 | 6 | 44 | 6.8 | -6.3 |
DFIV | Dimensional International Value ETF | 0.2 | 27 | 23 | 9.7 | -3.4 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 0.2 | 58 | -8 | 5.3 | -7.8 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 0.2 | 36 | 14 | 6.1 | -7.0 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 0.2 | 30 | 20 | 6.6 | -6.5 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 0.2 | 20 | 30 | 10.5 | -2.6 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 0.2 | 30 | 20 | 6.8 | -6.3 |
IXG | iShares Global Financials ETF | 0.2 | 42 | 8 | 6.6 | -6.5 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 0.2 | 42 | 8 | 5.6 | -7.5 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.1 | 25 | 25 | 5.8 | -7.3 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 0.1 | 20 | 30 | 5.8 | -7.3 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 0.1 | 29 | 21 | 8.5 | -4.6 |
DIHP | Dimensional International High Profitability ETF | 0.1 | 29 | 21 | 6.8 | -6.3 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 0.1 | 14 | 36 | 5.9 | -7.2 |
CWI | SPDR MSCI ACWI ex-US ETF | 0.1 | 30 | 20 | 6.5 | -6.6 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 0.1 | 8 | 42 | 5.0 | -8.1 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 0.1 | 34 | 16 | 4.7 | -8.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.1 | 9 | 41 | 5.4 | -7.7 |
ERET | iShares Environmentally Aware Real Estate ETF | 0.1 | 30 | 20 | 6.7 | -6.4 |
RWO | SPDR Dow Jones Global Real Estate ETF | 0.1 | 50 | 0 | 6.3 | -6.8 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.1 | 41 | 9 | 6.4 | -6.7 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.1 | 12 | 38 | 4.8 | -8.3 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.1 | 42 | 8 | 4.9 | -8.2 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 0.1 | 58 | -8 | 4.3 | -8.8 |
VT | Vanguard Total World Stock ETF | 0.1 | 7 | 43 | 4.9 | -8.2 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.1 | 20 | 30 | 5.3 | -7.8 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.1 | 47 | 3 | 5.6 | -7.5 |
EFG | iShares MSCI EAFE Growth ETF | 0.1 | 36 | 14 | 3.9 | -9.2 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.1 | 30 | 20 | 5.8 | -7.3 |
TOK | iShares MSCI Kokusai ETF | 0.1 | 26 | 24 | 5.1 | -8.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.0 | 9 | 41 | 5.2 | -7.9 |
URTH | iShares MSCI World ETF | 0.0 | 24 | 26 | 5.1 | -8.0 |
ACWI | iShares MSCI ACWI ETF | 0.0 | 32 | 18 | 5.2 | -7.9 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.0 | 33 | 17 | 7.0 | -6.1 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.0 | 89 | -39 | 4.4 | -8.7 |
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: |
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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