iShares MSCI Taiwan ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The iShares MSCI Taiwan Index fund seeks investment results that correspond to the price and yield performance of the MSCI Taiwan Index. The index consists primarily of large cap stocks traded in the Taiwanese market. |
Category | Emerging Market Equities |
Fund Sponsor | Barclays Global Investors |
Website | www.ishares.com |
Inception date | Jun 20, 2000 |
Assets (mns) | $6,096 |
Currency | USD |
Expense ratio | 58 bp |
Distributions | Annually |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | n/a |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 89 |
Wgt avg mkt cap (mns) | $217,633 |
Large cap (>$10bn) | 63.1% |
Mid cap ($2-10bn) | 36.9% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 0.0% |
Emerging mkts | 100.0% |
TAIWAN SEMICONDUCTOR MANUFAC | 24.7 % |
HON HAI PRECISION INDUSTRY | 5.5 % |
MEDIATEK INC | 4.6 % |
DELTA ELECTRONICS INC | 3.3 % |
QUANTA COMPUTER INC | 2.1 % |
CHINATRUST FINANCIAL HOLDING | 2.0 % |
FUBON FINANCIAL HOLDING CO | 1.9 % |
ACCTON TECHNOLOGY CORP | 1.7 % |
CATHAY FINANCIAL HOLDING CO | 1.5 % |
ASUSTEK COMPUTER INC | 1.5 % | Total | 48.9 % |
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TAIWAN | 98.1 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
13.6% | 9.7% | 13.3% | 13.4% | 5.0% |
versus... | Beta | R-squared |
S&P500 | 1.08 | 52% |
MSCI EAFE | 0.83 | 35% |
MSCI Emg. Mkts. | 0.99 | 54% |
Recent close | $58.73 |
30d moving avg. | $59.53 |
Annualized volatility | 22.7% |
Short interest (ETF) | 10.3% |
Relative strength (RSI) | 54 |
Avg. volume (thou.) | 2,479 |
Turnover | 2.4% |
Bid/Ask (% of price) | 0.02% |
ADV underlying (mns) | $3,063 |
FINDING ALTERNATIVE FUNDS
Below is a list of 176 potential alternatives to the iShares MSCI Taiwan ETF ETF based on the alternatives' overlap in portfolio holdings with EWT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | EWT | Expense: | 58 bp | ALTAR Score™: | 6.9% |
Ticker | Fund Name |
Overlap1 vs EWT (%) |
Expense ratio (bp) |
Savings vs EWT (bp) |
ALTAR Score™ (%) |
ALTAR vs EWT (%) |
FLTW | Franklin FTSE Taiwan ETF | 83.4 | 19 | 39 | 7.0 | +0.1 |
AIA | iShares Asia 50 ETF | 33.6 | 50 | 8 | 13.0 | +6.1 |
KEMX | KraneShares MSCI Emerging Markets EX China Index ETF | 29.3 | 24 | 34 | 8.3 | +1.4 |
XCEM | Columbia EM Core ex-China ETF | 28.5 | 16 | 42 | 8.5 | +1.6 |
EMXC | iShares MSCI Emerging Markets ex China ETF | 27.8 | 25 | 33 | 7.9 | +1.0 |
XC | WisdomTree Emerging Markets Ex-China Fund | 27.8 | 32 | 26 | 6.3 | -0.5 |
EMSG | Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF | 27.0 | 20 | 38 | 10.9 | +4.1 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 26.5 | 15 | 43 | 8.1 | +1.2 |
XCNY | SPDR S&P Emerging Markets ex-China ETF | 24.7 | 15 | 43 | 7.9 | +1.0 |
EEMA | iShares MSCI Emerging Markets Asia ETF | 24.5 | 49 | 9 | 10.5 | +3.6 |
STXE | Strive Emerging Markets Ex-China ETF | 23.8 | 32 | 26 | 8.0 | +1.2 |
RAYE | Rayliant Quantamental Emerging Market ex-China Equity ETF | 22.5 | 88 | -30 | 9.0 | +2.2 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 22.3 | 70 | -12 | 9.5 | +2.6 |
DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund | 21.4 | 32 | 26 | 7.1 | +0.2 |
FTHF | First Trust Emerging Markets Human Flourishing ETF | 21.3 | 75 | -17 | 8.7 | +1.8 |
EEMX | SPDR MSCI Emerging Markets Fossil Fuel Free ETF | 20.8 | 30 | 28 | 10.6 | +3.8 |
EEMO | Invesco S&P Emerging Markets Momentum ETF | 20.8 | 29 | 29 | 6.7 | -0.2 |
ESGE | iShares ESG Aware MSCI EM ETF | 20.8 | 25 | 33 | 10.4 | +3.5 |
SCHE | Schwab Emerging Markets Equity ETF | 19.5 | 11 | 47 | 11.1 | +4.3 |
XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 19.4 | 32 | 26 | 9.4 | +2.5 |
EEM | iShares MSCI Emerging Markets ETF | 19.4 | 69 | -11 | 10.5 | +3.7 |
EMXF | iShares ESG Advanced MSCI EM ETF | 19.2 | 16 | 42 | 8.7 | +1.8 |
EMGF | iShares Emerging Markets Equity Factor ETF | 19.0 | 25 | 33 | 11.9 | +5.1 |
NUEM | Nuveen ESG Emerging Markets Equity ETF | 19.0 | 36 | 22 | 8.1 | +1.2 |
PXH | Invesco FTSE RAFI Emerging Markets ETF | 18.3 | 49 | 9 | 16.0 | +9.1 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 18.2 | 33 | 25 | 10.3 | +3.4 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 18.2 | 19 | 39 | 9.5 | +2.6 |
ECON | Columbia Emerging Markets Consumer ETF | 18.2 | 49 | 9 | 12.7 | +5.8 |
DEHP | Dimensional Emerging Markets High Profitability ETF | 17.8 | 41 | 17 | 6.8 | -0.0 |
VWO | Vanguard FTSE Emerging Markets ETF | 17.8 | 7 | 51 | 10.3 | +3.5 |
SPEM | SPDR Portfolio Emerging Markets ETF | 17.6 | 7 | 51 | 10.7 | +3.9 |
FNDE | Schwab Fundamental Emerging Markets Large Co. Index ETF | 17.6 | 39 | 19 | 16.6 | +9.7 |
MEM | Matthews Emerging Markets Equity Active ETF | 17.4 | 79 | -21 | 8.1 | +1.2 |
DBEM | Xtrackers MSCI Emerging Markets Hedged Equity ETF | 17.4 | 66 | -8 | 9.8 | +2.9 |
GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | 17.4 | 45 | 13 | 10.5 | +3.7 |
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 17.3 | 15 | 43 | 10.4 | +3.6 |
MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | 17.0 | 50 | 8 | 11.2 | +4.3 |
EMMF | WisdomTree Emerging Markets Multifactor Fund | 17.0 | 48 | 10 | 7.5 | +0.7 |
BKEM | BNY Mellon Emerging Markets Equity ETF | 16.9 | 11 | 47 | 10.2 | +3.4 |
DEXC | Dimensional Emerging Markets ex China Core EquityETF | 16.9 | 53 | 5 | 8.0 | +1.1 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 16.8 | 36 | 22 | 10.0 | +3.1 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 16.6 | 95 | -37 | 11.9 | +5.1 |
IEMG | iShares Core MSCI Emerging Markets ETF | 16.6 | 9 | 49 | 10.7 | +3.8 |
JHEM | John Hancock Multifactor Emerging Markets ETF | 16.5 | 49 | 9 | 10.4 | +3.5 |
DFAE | Dimensional Emerging Core Equity Market ETF | 16.4 | 35 | 23 | 9.5 | +2.6 |
QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fun | 16.3 | 40 | 18 | 7.2 | +0.3 |
EMDM | First Trust Bloomberg Emerging Market Democracies ETF | 16.2 | 75 | -17 | 9.8 | +3.0 |
QEMM | SPDR MSCI Emerging Markets StrategicFactors ETF | 15.7 | 30 | 28 | 9.3 | +2.5 |
FDEM | Fidelity Emerging Markets Multifactor ETF | 14.4 | 25 | 33 | 13.0 | +6.1 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 14.4 | 65 | -7 | 6.3 | -0.5 |
EVLU | iShares MSCI Emerging Markets Value Factor ETF | 14.3 | 35 | 23 | 18.8 | +11.9 |
GMF | SPDR S&P Emerging Asia Pacific ETF | 14.2 | 49 | 9 | 9.7 | +2.8 |
LDEM | iShares ESG MSCI EM Leaders ETF | 14.0 | 17 | 41 | 14.1 | +7.2 |
DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | 13.1 | 41 | 17 | 8.8 | +1.9 |
MINV | Matthews Asia Innovators Active ETF | 13.1 | 79 | -21 | 7.3 | +0.5 |
ROAM | Hartford Multifactor Emerging Markets ETF | 13.1 | 44 | 14 | 12.4 | +5.5 |
PIE | Invesco Dorsey Wright Emerging Markets Momentum ETF | 12.9 | 90 | -32 | 6.9 | +0.0 |
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 12.3 | 38 | 20 | 9.4 | +2.5 |
FRDM | Freedom 100 Emerging Markets ETF | 12.2 | 49 | 9 | 8.6 | +1.7 |
UEVM | VictoryShares Emerging Markets Value Momentum ETF | 12.0 | 45 | 13 | 10.8 | +3.9 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 11.9 | 42 | 16 | 7.3 | +0.5 |
AVES | Avantis Emerging Markets Value ETF | 11.5 | 36 | 22 | 11.1 | +4.3 |
DFEV | Dimensional Emerging Markets Value ETF | 11.3 | 43 | 15 | 13.5 | +6.6 |
EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | 10.6 | 25 | 33 | 6.6 | -0.2 |
AVXC | Avantis Emerging Markets Ex-China Equity ETF | 9.9 | 33 | 25 | 8.9 | +2.0 |
TLTE | FlexShares Morningstar Emerging Markets Factor Tilt Index | 9.8 | 59 | -1 | 9.0 | +2.2 |
KNCT | Invesco Next Gen Connectivity ETF | 9.6 | 40 | 18 | 4.9 | -1.9 |
JPEM | JPMorgan Diversified Return Emerging Markets Equity ETF | 9.5 | 44 | 14 | 10.7 | +3.8 |
AIVC | Amplify Bloomberg AI Value Chain ETF | 9.4 | 59 | -1 | 5.7 | -1.1 |
AVEM | Avantis Emerging Markets Equity ETF | 9.4 | 33 | 25 | 8.8 | +2.0 |
RNEM | First Trust Emerging Markets Equity Select ETF | 9.3 | 75 | -17 | 7.8 | +0.9 |
IVES | Wedbush ETFMG Global Cloud Technology ETF | 9.2 | 68 | -10 | 7.4 | +0.6 |
EELV | Invesco S&P Emerging Markets Low Volatility ETF | 8.9 | 29 | 29 | 9.3 | +2.5 |
NXTG | First Trust Indxx NextG ETF | 8.6 | 70 | -12 | 5.5 | -1.4 |
AVSE | Avantis Responsible Emerging Markets Equity ETF | 8.6 | 33 | 25 | 8.6 | +1.8 |
ECOW | Pacer Emerging Markets Cash Cows 100 ETF | 8.3 | 70 | -12 | 13.3 | +6.4 |
IWTR | iShares MSCI Water Management Multisector ETF | 8.2 | 47 | 11 | 5.8 | -1.0 |
DEM | WisdomTree Emerging Markets High Dividend Fund | 6.9 | 63 | -5 | 13.4 | +6.6 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 6.8 | 75 | -17 | 3.2 | -3.6 |
IQDF | FlexShares International Quality Dividend Index Fund | 6.6 | 47 | 11 | 9.0 | +2.2 |
FBOT | Fidelity Disruptive Automation ETF | 6.6 | 50 | 8 | 3.8 | -3.1 |
VSGX | Vanguard ESG International Stock ETF | 6.6 | 10 | 48 | 7.8 | +0.9 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 6.4 | 47 | 11 | 8.5 | +1.7 |
ADIV | SmartETFs Asia Pacific Dividend Builder ETF | 6.3 | 78 | -20 | 9.5 | +2.6 |
EMM | Global X Emerging Markets ex-China ETF | 6.0 | 75 | -17 | 6.6 | -0.2 |
EDIV | SPDR S&P Emerging Markets Dividend ETF | 5.9 | 49 | 9 | 12.0 | +5.2 |
IXN | iShares Global Tech ETF | 5.8 | 41 | 17 | 3.7 | -3.2 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 5.8 | 34 | 24 | 7.8 | +1.0 |
QTUM | Defiance Quantum ETF | 5.5 | 40 | 18 | 5.7 | -1.2 |
CLNR | IQ Cleaner Transport ETF | 5.4 | 45 | 13 | 6.6 | -0.2 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 5.3 | 4 | 54 | 8.2 | +1.4 |
KEMQ | KraneShares Emerging Markets Consumer Technology Index ETF | 5.2 | 60 | -2 | 11.2 | +4.4 |
RODE | Hartford Multifactor Diversified International ETF | 5.1 | 29 | 29 | 11.4 | +4.5 |
AGQI | First Trust Active Global Quality Income ETF | 5.1 | 85 | -27 | 5.0 | -1.9 |
FEM | First Trust Emerging Markets AlphaDEX Fund | 5.1 | 80 | -22 | 11.2 | +4.4 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 5.0 | 18 | 40 | 8.0 | +1.1 |
IXUS | iShares Core MSCI Total International Stock ETF | 4.9 | 7 | 51 | 8.0 | +1.2 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 4.9 | 41 | 17 | 7.5 | +0.7 |
CHAT | Roundhill Generative AI & Technology ETF | 4.8 | 75 | -17 | 9.8 | +2.9 |
VXUS | Vanguard Total International Stock ETF | 4.8 | 5 | 53 | 8.0 | +1.1 |
JIG | JPMorgan International Growth ETF | 4.7 | 55 | 3 | 4.9 | -2.0 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 4.7 | 20 | 38 | 6.2 | -0.7 |
EMC | Global X Emerging Markets Great Consumer ETF | 4.6 | 75 | -17 | 11.2 | +4.3 |
VYMI | Vanguard International High Dividend Yield ETF | 3.7 | 17 | 41 | 9.6 | +2.8 |
IDAT | iShares Future Cloud 5G and Tech ETF | 3.7 | 47 | 11 | 4.7 | -2.2 |
EYLD | Cambria Emerging Shareholder Yield ETF | 3.5 | 66 | -8 | 12.5 | +5.6 |
OCEN | IQ Clean Oceans ETF | 3.5 | 45 | 13 | 6.0 | -0.8 |
IGPT | Invesco AI and Next Gen Software ETF | 3.2 | 60 | -2 | 4.4 | -2.5 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 3.2 | 30 | 28 | 8.0 | +1.1 |
CGXU | Capital Group International Focus Equity ETF | 3.1 | 54 | 4 | 5.7 | -1.2 |
ROBO | ROBO Global Robotics & Automation Index ETF | 3.1 | 95 | -37 | 3.6 | -3.3 |
MOTI | VanEck Morningstar International Moat ETF | 3.0 | 58 | 0 | 12.1 | +5.2 |
XT | iShares Exponential Technologies ETF | 3.0 | 46 | 12 | 5.0 | -1.8 |
SNSR | Global X Internet of Things ETF | 3.0 | 68 | -10 | 4.6 | -2.3 |
ARTY | iShares Future AI & Tech ETF | 2.7 | 47 | 11 | 3.7 | -3.2 |
OAIM | OneAscent International Equity ETF | 2.7 | 95 | -37 | 5.8 | -1.1 |
DWX | SPDR S&P International Dividend ETF | 2.6 | 45 | 13 | 6.2 | -0.7 |
KLMT | Invesco MSCI Global Climate 500 ETF | 2.5 | 10 | 48 | 5.8 | -1.1 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 2.5 | 49 | 9 | 5.9 | -1.0 |
GSFP | Goldman Sachs Future Planet Equity ETF | 2.5 | 75 | -17 | 4.8 | -2.1 |
AIS | VistaShares Artificial Intelligence Supercycle ETF | 2.5 | 75 | -17 | 3.2 | -3.7 |
JSTC | Adasina Social Justice All Cap Global ETF | 2.4 | 89 | -31 | 4.9 | -2.0 |
PBD | Invesco Global Clean Energy ETF | 2.3 | 75 | -17 | -0.3 | -7.2 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.3 | 52 | 6 | 7.8 | +1.0 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 2.3 | 45 | 13 | 2.8 | -4.1 |
VIDI | Vident International Equity Strategy ETF | 2.2 | 61 | -3 | 11.0 | +4.1 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 2.1 | 20 | 38 | 5.7 | -1.2 |
ACWI | iShares MSCI ACWI ETF | 2.1 | 32 | 26 | 5.6 | -1.3 |
CWI | SPDR MSCI ACWI ex-US ETF | 2.0 | 30 | 28 | 7.8 | +0.9 |
DVYE | iShares Emerging Markets Dividend ETF | 2.0 | 49 | 9 | 18.7 | +11.8 |
FCLD | Fidelity Cloud Computing ETF | 1.9 | 39 | 19 | 3.3 | -3.6 |
IBAT | iShares Energy Storage & Materials ETF | 1.9 | 47 | 11 | 3.8 | -3.0 |
GLOF | iShares Global Equity Factor ETF | 1.9 | 20 | 38 | 6.5 | -0.3 |
WWJD | Inspire International ETF | 1.9 | 80 | -22 | 7.4 | +0.6 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.8 | 12 | 46 | 5.2 | -1.6 |
VT | Vanguard Total World Stock ETF | 1.8 | 6 | 52 | 5.9 | -1.0 |
EMDV | ProShares MSCI Emerging Markets Dividend Growers ETF | 1.7 | 60 | -2 | 8.2 | +1.3 |
IHAK | iShares Cybersecurity & Tech ETF | 1.7 | 47 | 11 | 4.1 | -2.7 |
WRND | IQ Global Equity R&D Leaders ETF | 1.7 | 18 | 40 | 8.4 | +1.5 |
SUPL | ProShares Supply Chain Logistics ETF | 1.6 | 58 | 0 | 12.0 | +5.1 |
DEW | WisdomTree Global High Dividend Fund | 1.6 | 58 | 0 | 8.5 | +1.6 |
GAMR | Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T | 1.5 | 75 | -17 | 4.9 | -2.0 |
JGLO | JPMorgan Global Select Equity ETF | 1.4 | 33 | 25 | 5.0 | -1.9 |
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 1.3 | 58 | 0 | 9.9 | +3.0 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 1.2 | 65 | -7 | 2.1 | -4.7 |
ESPO | VanEck Video Gaming and eSports ETF | 1.1 | 56 | 2 | 3.9 | -2.9 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 1.1 | 60 | -2 | 2.2 | -4.7 |
RCGE | RockCreek Global Equality ETF | 1.0 | 95 | -37 | 6.8 | -0.1 |
IPAV | Global X Infrastructure Development ex-U.S. ETF | 1.0 | 55 | 3 | 7.8 | +1.0 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 1.0 | 58 | 0 | 4.8 | -2.0 |
BLES | Inspire Global Hope ETF | 0.9 | 61 | -3 | 6.9 | +0.0 |
AIQ | Global X Artificial Intelligence & Technology ETF | 0.9 | 68 | -10 | 3.9 | -2.9 |
FEMS | First Trust Emerging Markets Small Cap AlphaDEX Fund | 0.8 | 80 | -22 | 13.9 | +7.0 |
TTAI | FCF International Quality ETF | 0.7 | 59 | -1 | 7.2 | +0.4 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.7 | 45 | 13 | 6.2 | -0.7 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.7 | 39 | 19 | 12.6 | +5.8 |
ISHP | First Trust Nasdaq Retail ETF | 0.7 | 60 | -2 | 5.5 | -1.4 |
OND | ProShares On-Demand ETF | 0.6 | 58 | 0 | 0.7 | -6.2 |
HERO | Global X Video Games & Esports ETF | 0.6 | 50 | 8 | 3.9 | -3.0 |
FDNI | First Trust Dow Jones International Internet ETF | 0.6 | 65 | -7 | 21.3 | +14.4 |
IGRO | iShares International Dividend Growth ETF | 0.6 | 15 | 43 | 7.3 | +0.5 |
IXG | iShares Global Financials ETF | 0.6 | 42 | 16 | 6.6 | -0.2 |
SAGP | Strategas Global Policy Opportunities ETF | 0.5 | 65 | -7 | 5.4 | -1.4 |
CGDG | Capital Group Dividend Growers ETF | 0.4 | 47 | 11 | 6.3 | -0.5 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.4 | 60 | -2 | 7.9 | +1.1 |
WDIV | SPDR S&P Global Dividend ETF | 0.4 | 40 | 18 | 9.3 | +2.4 |
HART | IQ Healthy Hearts ETF | 0.4 | 45 | 13 | 6.6 | -0.2 |
ARVR | First Trust Indxx Metaverse ETF | 0.4 | 70 | -12 | 4.1 | -2.8 |
IXP | iShares Global Comm Services ETF | 0.3 | 42 | 16 | 5.5 | -1.3 |
VIGI | Vanguard International Dividend Appreciation ETF | 0.3 | 10 | 48 | 6.4 | -0.5 |
HAP | VanEck Natural Resources ETF | 0.3 | 50 | 8 | 9.4 | +2.6 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.3 | 62 | -4 | 3.8 | -3.1 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.3 | 10 | 48 | 8.2 | +1.3 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 0.2 | 45 | 13 | 4.0 | -2.9 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 0.2 | 12 | 46 | 8.2 | +1.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.2 | 9 | 49 | 5.8 | -1.1 |
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 | |
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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 Taiwan 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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