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) | $6,259 |
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 | 90 |
Wgt avg mkt cap (mns) | $167,576 |
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 | 24.1 % |
HON HAI PRECISION INDUSTRY | 5.0 % |
MEDIATEK INC | 4.6 % |
DELTA ELECTRONICS INC | 2.3 % |
QUANTA COMPUTER INC | 2.2 % |
CHINATRUST FINANCIAL HOLDING | 2.2 % |
FUBON FINANCIAL HOLDING CO | 2.1 % |
CATHAY FINANCIAL HOLDING CO | 1.7 % |
ASUSTEK COMPUTER INC | 1.5 % |
CHUNGHWA TELECOM CO., LTD | 1.5 % | Total | 47.2 % |
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TAIWAN | 98.9 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
10.9% | 6.3% | 14.7% | 11.3% | 4.9% |
versus... | Beta | R-squared |
S&P500 | 0.97 | 48% |
MSCI EAFE | 0.81 | 35% |
MSCI Emg. Mkts. | 1.03 | 59% |
Recent close | $59.44 |
30d moving avg. | $55.36 |
Annualized volatility | 22.5% |
Short interest (ETF) | 11.6% |
Relative strength (RSI) | 66 |
Avg. volume (thou.) | 4,167 |
Turnover | 4.0% |
Bid/Ask (% of price) | 0.02% |
ADV underlying (mns) | $3,063 |
FINDING ALTERNATIVE FUNDS
Below is a list of 177 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™: | 6.3% |
Ticker | Fund Name |
Overlap1 vs EWT (%) |
Expense ratio (bp) |
Savings vs EWT (bp) |
ALTAR Score™ (%) |
ALTAR vs EWT (%) |
FLTW | Franklin FTSE Taiwan ETF | 85.2 | 19 | 39 | 6.5 | +0.2 |
AIA | iShares Asia 50 ETF | 33.0 | 50 | 8 | 13.3 | +7.0 |
KEMX | KraneShares MSCI Emerging Markets EX China Index ETF | 29.7 | 24 | 34 | 8.1 | +1.8 |
XCEM | Columbia EM Core ex-China ETF | 28.6 | 16 | 42 | 8.0 | +1.7 |
XC | WisdomTree Emerging Markets Ex-China Fund | 27.9 | 32 | 26 | 6.0 | -0.3 |
EMXC | iShares MSCI Emerging Markets ex China ETF | 27.1 | 25 | 33 | 7.6 | +1.3 |
EMSG | Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF | 26.6 | 20 | 38 | 10.7 | +4.4 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 26.6 | 15 | 43 | 8.1 | +1.8 |
EEMA | iShares MSCI Emerging Markets Asia ETF | 24.0 | 49 | 9 | 10.1 | +3.8 |
XCNY | SPDR S&P Emerging Markets ex-China ETF | 23.9 | 15 | 43 | 7.6 | +1.3 |
STXE | Strive Emerging Markets Ex-China ETF | 23.0 | 32 | 26 | 7.7 | +1.5 |
RAYE | Rayliant Quantamental Emerging Market ex-China Equity ETF | 22.9 | 88 | -30 | 9.3 | +3.0 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 21.9 | 70 | -12 | 9.3 | +3.0 |
DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund | 21.5 | 32 | 26 | 6.8 | +0.5 |
FTHF | First Trust Emerging Markets Human Flourishing ETF | 21.2 | 75 | -17 | 8.4 | +2.1 |
ESGE | iShares ESG Aware MSCI EM ETF | 20.5 | 25 | 33 | 10.1 | +3.8 |
EEMX | SPDR MSCI Emerging Markets Fossil Fuel Free ETF | 20.4 | 30 | 28 | 10.3 | +4.0 |
EEMO | Invesco S&P Emerging Markets Momentum ETF | 19.9 | 29 | 29 | 6.5 | +0.2 |
XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 19.5 | 32 | 26 | 9.2 | +2.9 |
NUEM | Nuveen ESG Emerging Markets Equity ETF | 19.2 | 36 | 22 | 7.8 | +1.5 |
EEM | iShares MSCI Emerging Markets ETF | 19.0 | 69 | -11 | 10.2 | +4.0 |
SCHE | Schwab Emerging Markets Equity ETF | 19.0 | 11 | 47 | 11.1 | +4.8 |
EMXF | iShares ESG Advanced MSCI EM ETF | 18.9 | 16 | 42 | 8.4 | +2.1 |
EMGF | iShares Emerging Markets Equity Factor ETF | 18.7 | 25 | 33 | 11.8 | +5.6 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 18.3 | 19 | 39 | 9.5 | +3.2 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 18.2 | 33 | 25 | 10.0 | +3.7 |
ECON | Columbia Emerging Markets Consumer ETF | 18.2 | 49 | 9 | 12.3 | +6.1 |
PXH | Invesco FTSE RAFI Emerging Markets ETF | 18.0 | 49 | 9 | 15.9 | +9.6 |
GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | 17.5 | 45 | 13 | 10.5 | +4.2 |
DBEM | Xtrackers MSCI Emerging Markets Hedged Equity ETF | 17.5 | 66 | -8 | 9.9 | +3.6 |
FNDE | Schwab Fundamental Emerging Markets Large Co. Index ETF | 17.4 | 39 | 19 | 16.1 | +9.8 |
DEHP | Dimensional Emerging Markets High Profitability ETF | 17.4 | 41 | 17 | 6.8 | +0.5 |
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 17.4 | 15 | 43 | 10.3 | +4.1 |
SPEM | SPDR Portfolio Emerging Markets ETF | 17.3 | 7 | 51 | 10.6 | +4.3 |
MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | 17.3 | 50 | 8 | 11.4 | +5.1 |
MEM | Matthews Emerging Markets Equity Active ETF | 17.1 | 79 | -21 | 8.0 | +1.7 |
EMMF | WisdomTree Emerging Markets Multifactor Fund | 17.0 | 48 | 10 | 7.7 | +1.5 |
BKEM | BNY Mellon Emerging Markets Equity ETF | 17.0 | 11 | 47 | 10.1 | +3.8 |
VWO | Vanguard FTSE Emerging Markets ETF | 17.0 | 7 | 51 | 10.5 | +4.2 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 16.9 | 36 | 22 | 9.8 | +3.5 |
JHEM | John Hancock Multifactor Emerging Markets ETF | 16.7 | 49 | 9 | 10.4 | +4.1 |
DEXC | Dimensional Emerging Markets ex China Core EquityETF | 16.6 | 53 | 5 | 7.6 | +1.3 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 16.5 | 95 | -37 | 12.7 | +6.5 |
QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fun | 16.3 | 40 | 18 | 7.1 | +0.8 |
DFAE | Dimensional Emerging Core Equity Market ETF | 16.2 | 35 | 23 | 9.4 | +3.1 |
IEMG | iShares Core MSCI Emerging Markets ETF | 16.2 | 9 | 49 | 10.5 | +4.2 |
EMDM | First Trust Bloomberg Emerging Market Democracies ETF | 16.2 | 75 | -17 | 9.7 | +3.4 |
QEMM | SPDR MSCI Emerging Markets StrategicFactors ETF | 15.7 | 30 | 28 | 9.9 | +3.6 |
FDEM | Fidelity Emerging Markets Multifactor ETF | 14.4 | 25 | 33 | 12.9 | +6.6 |
GMF | SPDR S&P Emerging Asia Pacific ETF | 14.2 | 49 | 9 | 9.5 | +3.2 |
EVLU | iShares MSCI Emerging Markets Value Factor ETF | 13.9 | 35 | 23 | 19.2 | +12.9 |
LDEM | iShares ESG MSCI EM Leaders ETF | 13.9 | 17 | 41 | 13.1 | +6.8 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 13.7 | 65 | -7 | 6.2 | -0.0 |
ROAM | Hartford Multifactor Emerging Markets ETF | 13.0 | 44 | 14 | 11.9 | +5.6 |
DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | 13.0 | 41 | 17 | 8.8 | +2.5 |
MINV | Matthews Asia Innovators Active ETF | 12.9 | 79 | -21 | 7.7 | +1.4 |
UEVM | VictoryShares Emerging Markets Value Momentum ETF | 12.1 | 45 | 13 | 10.6 | +4.3 |
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 12.1 | 38 | 20 | 9.4 | +3.1 |
AVES | Avantis Emerging Markets Value ETF | 12.0 | 36 | 22 | 11.5 | +5.2 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 11.9 | 42 | 16 | 6.7 | +0.4 |
FRDM | Freedom 100 Emerging Markets ETF | 11.8 | 49 | 9 | 8.6 | +2.3 |
PIE | Invesco Dorsey Wright Emerging Markets Momentum ETF | 11.6 | 90 | -32 | 7.6 | +1.4 |
DFEV | Dimensional Emerging Markets Value ETF | 11.5 | 43 | 15 | 13.2 | +6.9 |
EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | 11.1 | 25 | 33 | 6.4 | +0.1 |
AVXC | Avantis Emerging Markets Ex-China Equity ETF | 10.1 | 33 | 25 | 8.6 | +2.3 |
TLTE | FlexShares Morningstar Emerging Markets Factor Tilt Index | 9.8 | 59 | -1 | 11.7 | +5.4 |
RNEM | First Trust Emerging Markets Equity Select ETF | 9.7 | 75 | -17 | 6.9 | +0.6 |
AVEM | Avantis Emerging Markets Equity ETF | 9.5 | 33 | 25 | 9.1 | +2.8 |
JPEM | JPMorgan Diversified Return Emerging Markets Equity ETF | 9.5 | 44 | 14 | 10.9 | +4.6 |
IVES | Wedbush ETFMG Global Cloud Technology ETF | 9.3 | 68 | -10 | 15.2 | +8.9 |
KNCT | Invesco Next Gen Connectivity ETF | 9.2 | 40 | 18 | 4.9 | -1.4 |
EELV | Invesco S&P Emerging Markets Low Volatility ETF | 9.2 | 29 | 29 | 8.7 | +2.4 |
ECOW | Pacer Emerging Markets Cash Cows 100 ETF | 8.7 | 70 | -12 | 14.4 | +8.1 |
AVSE | Avantis Responsible Emerging Markets Equity ETF | 8.7 | 33 | 25 | 8.6 | +2.3 |
NXTG | First Trust Indxx NextG ETF | 8.3 | 70 | -12 | 5.2 | -1.0 |
AIVC | Amplify Bloomberg AI Value Chain ETF | 8.0 | 59 | -1 | 5.9 | -0.4 |
IWTR | iShares MSCI Water Management Multisector ETF | 7.8 | 47 | 11 | 5.6 | -0.7 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 7.0 | 75 | -17 | 3.0 | -3.3 |
DEM | WisdomTree Emerging Markets High Dividend Fund | 6.9 | 63 | -5 | 13.1 | +6.8 |
FBOT | Fidelity Disruptive Automation ETF | 6.7 | 50 | 8 | 3.7 | -2.6 |
IQDF | FlexShares International Quality Dividend Index Fund | 6.6 | 47 | 11 | 9.2 | +2.9 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 6.4 | 47 | 11 | 8.5 | +2.2 |
VSGX | Vanguard ESG International Stock ETF | 6.4 | 10 | 48 | 7.9 | +1.6 |
ADIV | SmartETFs Asia Pacific Dividend Builder ETF | 6.4 | 78 | -20 | 9.3 | +3.1 |
EMM | Global X Emerging Markets ex-China ETF | 6.2 | 75 | -17 | 6.0 | -0.3 |
IXN | iShares Global Tech ETF | 5.8 | 41 | 17 | 3.8 | -2.5 |
FEM | First Trust Emerging Markets AlphaDEX Fund | 5.6 | 80 | -22 | 12.1 | +5.8 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 5.6 | 34 | 24 | 7.8 | +1.5 |
AGQI | First Trust Active Global Quality Income ETF | 5.6 | 85 | -27 | 5.2 | -1.1 |
CLNR | IQ Cleaner Transport ETF | 5.5 | 45 | 13 | 6.6 | +0.3 |
KEMQ | KraneShares Emerging Markets Consumer Technology Index ETF | 5.4 | 60 | -2 | 10.3 | +4.0 |
EDIV | SPDR S&P Emerging Markets Dividend ETF | 5.4 | 49 | 9 | 11.8 | +5.5 |
RODE | Hartford Multifactor Diversified International ETF | 5.2 | 29 | 29 | 12.7 | +6.4 |
QTUM | Defiance Quantum ETF | 5.2 | 40 | 18 | 5.3 | -1.0 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 5.1 | 4 | 54 | 8.2 | +1.9 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 5.1 | 18 | 40 | 7.7 | +1.4 |
CHAT | Roundhill Generative AI & Technology ETF | 5.0 | 75 | -17 | 7.9 | +1.6 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 4.9 | 41 | 17 | 7.7 | +1.5 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 4.9 | 20 | 38 | 5.9 | -0.4 |
IXUS | iShares Core MSCI Total International Stock ETF | 4.8 | 7 | 51 | 8.0 | +1.7 |
JIG | JPMorgan International Growth ETF | 4.7 | 55 | 3 | 4.7 | -1.6 |
VXUS | Vanguard Total International Stock ETF | 4.7 | 5 | 53 | 8.0 | +1.7 |
EMC | Global X Emerging Markets Great Consumer ETF | 4.2 | 75 | -17 | 8.8 | +2.5 |
DWX | SPDR S&P International Dividend ETF | 4.2 | 45 | 13 | 6.2 | -0.1 |
EYLD | Cambria Emerging Shareholder Yield ETF | 3.9 | 66 | -8 | 12.2 | +5.9 |
VYMI | Vanguard International High Dividend Yield ETF | 3.8 | 17 | 41 | 9.8 | +3.5 |
OCEN | IQ Clean Oceans ETF | 3.7 | 45 | 13 | 6.3 | -0.0 |
IDAT | iShares Future Cloud 5G and Tech ETF | 3.6 | 47 | 11 | 4.7 | -1.6 |
ROBO | ROBO Global Robotics & Automation Index ETF | 3.3 | 95 | -37 | 3.5 | -2.8 |
IGPT | Invesco AI and Next Gen Software ETF | 3.2 | 60 | -2 | 4.2 | -2.1 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 3.2 | 30 | 28 | 8.1 | +1.8 |
CGXU | Capital Group International Focus Equity ETF | 3.1 | 54 | 4 | 5.7 | -0.6 |
XT | iShares Exponential Technologies ETF | 3.1 | 46 | 12 | 4.7 | -1.5 |
SNSR | Global X Internet of Things ETF | 3.0 | 68 | -10 | 4.4 | -1.9 |
MOTI | VanEck Morningstar International Moat ETF | 2.9 | 58 | 0 | 11.0 | +4.7 |
OAIM | OneAscent International Equity ETF | 2.7 | 95 | -37 | 5.6 | -0.6 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 2.6 | 49 | 9 | 6.2 | -0.1 |
KLMT | Invesco MSCI Global Climate 500 ETF | 2.5 | 10 | 48 | 5.9 | -0.4 |
AIS | VistaShares Artificial Intelligence Supercycle ETF | 2.5 | 75 | -17 | 3.6 | -2.7 |
JSTC | Adasina Social Justice All Cap Global ETF | 2.4 | 89 | -31 | 4.8 | -1.5 |
ARTY | iShares Future AI & Tech ETF | 2.4 | 47 | 11 | 3.2 | -3.1 |
DVYE | iShares Emerging Markets Dividend ETF | 2.4 | 49 | 9 | 18.6 | +12.4 |
GSFP | Goldman Sachs Future Planet Equity ETF | 2.3 | 75 | -17 | 4.6 | -1.7 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.2 | 52 | 6 | 6.7 | +0.4 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 2.1 | 20 | 38 | 5.8 | -0.5 |
DTCR | Global X Data Center & Digital Infrastructure ETF | 2.1 | 50 | 8 | 4.3 | -2.0 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 2.0 | 45 | 13 | 2.8 | -3.5 |
VIDI | Vident International Equity Strategy ETF | 2.0 | 61 | -3 | 11.3 | +5.0 |
CWI | SPDR MSCI ACWI ex-US ETF | 2.0 | 30 | 28 | 7.7 | +1.5 |
ACWI | iShares MSCI ACWI ETF | 2.0 | 32 | 26 | 5.6 | -0.6 |
GLOF | iShares Global Equity Factor ETF | 1.9 | 20 | 38 | 6.7 | +0.4 |
FCLD | Fidelity Cloud Computing ETF | 1.9 | 39 | 19 | 3.1 | -3.2 |
WWJD | Inspire International ETF | 1.9 | 80 | -22 | 7.2 | +1.0 |
PBD | Invesco Global Clean Energy ETF | 1.9 | 75 | -17 | 0.5 | -5.8 |
SUPL | ProShares Supply Chain Logistics ETF | 1.9 | 58 | 0 | 11.3 | +5.0 |
VT | Vanguard Total World Stock ETF | 1.7 | 6 | 52 | 6.0 | -0.3 |
EMDV | ProShares MSCI Emerging Markets Dividend Growers ETF | 1.7 | 60 | -2 | 7.1 | +0.8 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.7 | 12 | 46 | 5.2 | -1.1 |
WRND | IQ Global Equity R&D Leaders ETF | 1.7 | 18 | 40 | 8.3 | +2.1 |
DEW | WisdomTree Global High Dividend Fund | 1.6 | 58 | 0 | 8.6 | +2.4 |
GAMR | Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T | 1.5 | 75 | -17 | 4.9 | -1.4 |
IBAT | iShares Energy Storage & Materials ETF | 1.4 | 47 | 11 | 5.2 | -1.0 |
IHAK | iShares Cybersecurity & Tech ETF | 1.4 | 47 | 11 | 3.4 | -2.8 |
JGLO | JPMorgan Global Select Equity ETF | 1.4 | 33 | 25 | 4.9 | -1.4 |
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 1.4 | 58 | 0 | 9.6 | +3.4 |
ESPO | VanEck Video Gaming and eSports ETF | 1.2 | 56 | 2 | 4.2 | -2.1 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 1.2 | 60 | -2 | 2.1 | -4.2 |
IPAV | Global X Infrastructure Development ex-U.S. ETF | 1.1 | 55 | 3 | 7.5 | +1.2 |
RCGE | RockCreek Global Equality ETF | 1.0 | 95 | -37 | 6.3 | -0.0 |
BLES | Inspire Global Hope ETF | 0.9 | 61 | -3 | 6.7 | +0.5 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 0.9 | 58 | 0 | 4.7 | -1.6 |
FEMS | First Trust Emerging Markets Small Cap AlphaDEX Fund | 0.9 | 80 | -22 | 14.3 | +8.0 |
AIQ | Global X Artificial Intelligence & Technology ETF | 0.9 | 68 | -10 | 3.8 | -2.5 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.8 | 65 | -7 | 2.2 | -4.1 |
ISHP | First Trust Nasdaq Retail ETF | 0.8 | 60 | -2 | 5.2 | -1.1 |
TTAI | FCF International Quality ETF | 0.7 | 59 | -1 | 7.0 | +0.7 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.7 | 39 | 19 | 13.6 | +7.3 |
OND | ProShares On-Demand ETF | 0.7 | 58 | 0 | 0.7 | -5.6 |
HERO | Global X Video Games & Esports ETF | 0.7 | 50 | 8 | 3.9 | -2.4 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.7 | 45 | 13 | 6.0 | -0.3 |
FDNI | First Trust Dow Jones International Internet ETF | 0.7 | 65 | -7 | 18.5 | +12.2 |
IXG | iShares Global Financials ETF | 0.6 | 42 | 16 | 6.7 | +0.4 |
SAGP | Strategas Global Policy Opportunities ETF | 0.6 | 65 | -7 | 5.2 | -1.1 |
IGRO | iShares International Dividend Growth ETF | 0.5 | 15 | 43 | 7.2 | +0.9 |
CGDG | Capital Group Dividend Growers ETF | 0.4 | 47 | 11 | 6.2 | -0.1 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.4 | 60 | -2 | 8.1 | +1.8 |
WDIV | SPDR S&P Global Dividend ETF | 0.4 | 40 | 18 | 9.5 | +3.2 |
ARVR | First Trust Indxx Metaverse ETF | 0.4 | 70 | -12 | 4.0 | -2.3 |
HART | IQ Healthy Hearts ETF | 0.4 | 45 | 13 | 6.6 | +0.3 |
IXP | iShares Global Comm Services ETF | 0.4 | 42 | 16 | 5.6 | -0.7 |
HAP | VanEck Natural Resources ETF | 0.4 | 50 | 8 | 9.6 | +3.3 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.3 | 62 | -4 | 3.5 | -2.7 |
VIGI | Vanguard International Dividend Appreciation ETF | 0.3 | 10 | 48 | 6.1 | -0.1 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.3 | 10 | 48 | 8.1 | +1.8 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 0.2 | 45 | 13 | 4.5 | -1.8 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 0.2 | 12 | 46 | 7.9 | +1.6 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.2 | 9 | 49 | 5.8 | -0.4 |
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: |
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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