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) | $6,347 |
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 | 24.3 % |
MEDIATEK INC | 5.1 % |
HON HAI PRECISION INDUSTRY | 4.8 % |
DELTA ELECTRONICS INC | 2.6 % |
CHINATRUST FINANCIAL HOLDING | 2.1 % |
QUANTA COMPUTER INC | 2.1 % |
FUBON FINANCIAL HOLDING CO | 2.0 % |
CATHAY FINANCIAL HOLDING CO | 1.6 % |
E.SUN FINANCIAL HOLDING CO | 1.5 % |
ASUSTEK COMPUTER INC | 1.5 % | Total | 47.5 % |
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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 | $59.48 |
30d moving avg. | $56.10 |
Annualized volatility | 22.5% |
Short interest (ETF) | 11.6% |
Relative strength (RSI) | 61 |
Avg. volume (thou.) | 3,518 |
Turnover | 3.3% |
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 | 85.0 | 19 | 39 | 6.5 | +0.2 |
AIA | iShares Asia 50 ETF | 33.5 | 50 | 8 | 13.0 | +6.7 |
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 | 8.1 | +1.8 |
XC | WisdomTree Emerging Markets Ex-China Fund | 27.9 | 32 | 26 | 6.1 | -0.2 |
EMXC | iShares MSCI Emerging Markets ex China ETF | 27.2 | 25 | 33 | 7.7 | +1.4 |
EMSG | Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF | 26.7 | 20 | 38 | 10.6 | +4.3 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 26.6 | 15 | 43 | 8.0 | +1.7 |
EEMA | iShares MSCI Emerging Markets Asia ETF | 24.3 | 49 | 9 | 10.0 | +3.7 |
XCNY | SPDR S&P Emerging Markets ex-China ETF | 24.1 | 15 | 43 | 7.6 | +1.3 |
STXE | Strive Emerging Markets Ex-China ETF | 23.0 | 32 | 26 | 7.8 | +1.5 |
RAYE | Rayliant Quantamental Emerging Market ex-China Equity ETF | 22.7 | 88 | -30 | 9.4 | +3.1 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 22.0 | 70 | -12 | 9.1 | +2.8 |
FTHF | First Trust Emerging Markets Human Flourishing ETF | 21.5 | 75 | -17 | 8.5 | +2.2 |
DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund | 21.5 | 32 | 26 | 6.8 | +0.5 |
ESGE | iShares ESG Aware MSCI EM ETF | 20.6 | 25 | 33 | 10.0 | +3.7 |
EEMX | SPDR MSCI Emerging Markets Fossil Fuel Free ETF | 20.5 | 30 | 28 | 10.2 | +3.9 |
EEMO | Invesco S&P Emerging Markets Momentum ETF | 20.3 | 29 | 29 | 6.4 | +0.1 |
XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 19.5 | 32 | 26 | 9.2 | +2.9 |
EEM | iShares MSCI Emerging Markets ETF | 19.2 | 69 | -11 | 10.2 | +3.9 |
SCHE | Schwab Emerging Markets Equity ETF | 19.1 | 11 | 47 | 11.0 | +4.7 |
EMXF | iShares ESG Advanced MSCI EM ETF | 19.1 | 16 | 42 | 8.4 | +2.1 |
NUEM | Nuveen ESG Emerging Markets Equity ETF | 19.1 | 36 | 22 | 7.7 | +1.4 |
EMGF | iShares Emerging Markets Equity Factor ETF | 18.8 | 25 | 33 | 11.7 | +5.4 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 18.3 | 19 | 39 | 9.3 | +3.0 |
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 | +6.0 |
PXH | Invesco FTSE RAFI Emerging Markets ETF | 18.1 | 49 | 9 | 15.8 | +9.5 |
DEHP | Dimensional Emerging Markets High Profitability ETF | 17.7 | 41 | 17 | 6.8 | +0.5 |
GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | 17.5 | 45 | 13 | 10.4 | +4.1 |
DBEM | Xtrackers MSCI Emerging Markets Hedged Equity ETF | 17.5 | 66 | -8 | 9.7 | +3.4 |
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 17.4 | 15 | 43 | 10.3 | +4.0 |
SPEM | SPDR Portfolio Emerging Markets ETF | 17.3 | 7 | 51 | 10.5 | +4.2 |
MEM | Matthews Emerging Markets Equity Active ETF | 17.3 | 79 | -21 | 7.9 | +1.6 |
MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | 17.2 | 50 | 8 | 11.3 | +5.0 |
VWO | Vanguard FTSE Emerging Markets ETF | 17.2 | 7 | 51 | 10.4 | +4.1 |
FNDE | Schwab Fundamental Emerging Markets Large Co. Index ETF | 17.1 | 39 | 19 | 16.1 | +9.8 |
BKEM | BNY Mellon Emerging Markets Equity ETF | 17.0 | 11 | 47 | 10.0 | +3.7 |
EMMF | WisdomTree Emerging Markets Multifactor Fund | 17.0 | 48 | 10 | 7.8 | +1.5 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 16.9 | 36 | 22 | 9.7 | +3.4 |
JHEM | John Hancock Multifactor Emerging Markets ETF | 16.7 | 49 | 9 | 10.4 | +4.1 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 16.7 | 95 | -37 | 12.6 | +6.3 |
DEXC | Dimensional Emerging Markets ex China Core EquityETF | 16.6 | 53 | 5 | 7.7 | +1.4 |
IEMG | iShares Core MSCI Emerging Markets ETF | 16.4 | 9 | 49 | 10.4 | +4.1 |
QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fun | 16.3 | 40 | 18 | 7.0 | +0.7 |
DFAE | Dimensional Emerging Core Equity Market ETF | 16.3 | 35 | 23 | 9.3 | +3.0 |
EMDM | First Trust Bloomberg Emerging Market Democracies ETF | 16.2 | 75 | -17 | 9.9 | +3.6 |
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 | 12.7 | +6.4 |
GMF | SPDR S&P Emerging Asia Pacific ETF | 14.2 | 49 | 9 | 9.4 | +3.1 |
LDEM | iShares ESG MSCI EM Leaders ETF | 14.1 | 17 | 41 | 13.0 | +6.7 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 13.9 | 65 | -7 | 6.3 | -0.0 |
EVLU | iShares MSCI Emerging Markets Value Factor ETF | 13.6 | 35 | 23 | 19.3 | +13.0 |
DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | 13.1 | 41 | 17 | 8.8 | +2.5 |
PIE | Invesco Dorsey Wright Emerging Markets Momentum ETF | 13.1 | 90 | -32 | 7.6 | +1.3 |
ROAM | Hartford Multifactor Emerging Markets ETF | 13.1 | 44 | 14 | 11.9 | +5.6 |
MINV | Matthews Asia Innovators Active ETF | 13.0 | 79 | -21 | 7.4 | +1.1 |
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 12.2 | 38 | 20 | 9.3 | +3.0 |
UEVM | VictoryShares Emerging Markets Value Momentum ETF | 12.1 | 45 | 13 | 10.7 | +4.4 |
AVES | Avantis Emerging Markets Value ETF | 12.0 | 36 | 22 | 11.5 | +5.2 |
FRDM | Freedom 100 Emerging Markets ETF | 11.9 | 49 | 9 | 8.7 | +2.4 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 11.9 | 42 | 16 | 6.8 | +0.5 |
DFEV | Dimensional Emerging Markets Value ETF | 11.2 | 43 | 15 | 13.2 | +6.9 |
EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | 11.0 | 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 | 11.6 | +5.3 |
RNEM | First Trust Emerging Markets Equity Select ETF | 9.6 | 75 | -17 | 7.1 | +0.8 |
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 | 11.0 | +4.7 |
KNCT | Invesco Next Gen Connectivity ETF | 9.3 | 40 | 18 | 5.0 | -1.3 |
EELV | Invesco S&P Emerging Markets Low Volatility ETF | 9.2 | 29 | 29 | 8.8 | +2.5 |
IVES | Wedbush ETFMG Global Cloud Technology ETF | 9.2 | 68 | -10 | 15.3 | +9.0 |
AVSE | Avantis Responsible Emerging Markets Equity ETF | 8.7 | 33 | 25 | 8.5 | +2.2 |
ECOW | Pacer Emerging Markets Cash Cows 100 ETF | 8.6 | 70 | -12 | 14.5 | +8.2 |
NXTG | First Trust Indxx NextG ETF | 8.5 | 70 | -12 | 5.3 | -1.0 |
AIVC | Amplify Bloomberg AI Value Chain ETF | 7.9 | 59 | -1 | 5.9 | -0.4 |
IWTR | iShares MSCI Water Management Multisector ETF | 7.8 | 47 | 11 | 5.7 | -0.6 |
DEM | WisdomTree Emerging Markets High Dividend Fund | 6.9 | 63 | -5 | 13.2 | +6.9 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 6.9 | 75 | -17 | 3.1 | -3.2 |
FBOT | Fidelity Disruptive Automation ETF | 6.7 | 50 | 8 | 3.6 | -2.7 |
IQDF | FlexShares International Quality Dividend Index Fund | 6.6 | 47 | 11 | 9.3 | +3.0 |
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 | 6.3 | 78 | -20 | 9.2 | +2.9 |
IXN | iShares Global Tech ETF | 5.8 | 41 | 17 | 3.8 | -2.5 |
EMM | Global X Emerging Markets ex-China ETF | 5.8 | 75 | -17 | 6.0 | -0.3 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 5.7 | 34 | 24 | 7.9 | +1.6 |
CLNR | IQ Cleaner Transport ETF | 5.4 | 45 | 13 | 6.6 | +0.3 |
KEMQ | KraneShares Emerging Markets Consumer Technology Index ETF | 5.4 | 60 | -2 | 10.1 | +3.8 |
FEM | First Trust Emerging Markets AlphaDEX Fund | 5.4 | 80 | -22 | 12.1 | +5.8 |
EDIV | SPDR S&P Emerging Markets Dividend ETF | 5.3 | 49 | 9 | 11.8 | +5.5 |
QTUM | Defiance Quantum ETF | 5.3 | 40 | 18 | 5.3 | -1.0 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 5.2 | 4 | 54 | 8.2 | +1.9 |
RODE | Hartford Multifactor Diversified International ETF | 5.1 | 29 | 29 | 12.7 | +6.4 |
CHAT | Roundhill Generative AI & Technology ETF | 5.1 | 75 | -17 | 7.7 | +1.4 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 5.1 | 18 | 40 | 7.9 | +1.6 |
EMC | Global X Emerging Markets Great Consumer ETF | 5.0 | 75 | -17 | 8.8 | +2.5 |
AGQI | First Trust Active Global Quality Income ETF | 4.9 | 85 | -27 | 5.3 | -1.0 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 4.9 | 41 | 17 | 7.7 | +1.4 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 4.9 | 20 | 38 | 6.0 | -0.3 |
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 |
DWX | SPDR S&P International Dividend ETF | 4.1 | 45 | 13 | 6.3 | -0.0 |
IDAT | iShares Future Cloud 5G and Tech ETF | 3.8 | 47 | 11 | 4.7 | -1.6 |
VYMI | Vanguard International High Dividend Yield ETF | 3.8 | 17 | 41 | 9.9 | +3.6 |
EYLD | Cambria Emerging Shareholder Yield ETF | 3.7 | 66 | -8 | 12.3 | +6.0 |
OCEN | IQ Clean Oceans ETF | 3.6 | 45 | 13 | 6.3 | -0.0 |
IGPT | Invesco AI and Next Gen Software ETF | 3.4 | 60 | -2 | 4.1 | -2.2 |
ROBO | ROBO Global Robotics & Automation Index ETF | 3.3 | 95 | -37 | 3.5 | -2.8 |
SNSR | Global X Internet of Things ETF | 3.2 | 68 | -10 | 4.4 | -1.9 |
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 | 4.8 | -1.5 |
MOTI | VanEck Morningstar International Moat ETF | 3.0 | 58 | 0 | 11.1 | +4.8 |
OAIM | OneAscent International Equity ETF | 2.7 | 95 | -37 | 5.7 | -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 |
ARTY | iShares Future AI & Tech ETF | 2.5 | 47 | 11 | 3.2 | -3.1 |
GSFP | Goldman Sachs Future Planet Equity ETF | 2.5 | 75 | -17 | 4.7 | -1.7 |
AIS | VistaShares Artificial Intelligence Supercycle ETF | 2.5 | 75 | -17 | 3.5 | -2.8 |
JSTC | Adasina Social Justice All Cap Global ETF | 2.4 | 89 | -31 | 4.8 | -1.5 |
DVYE | iShares Emerging Markets Dividend ETF | 2.3 | 49 | 9 | 18.8 | +12.5 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.2 | 52 | 6 | 6.7 | +0.4 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 2.2 | 45 | 13 | 2.8 | -3.5 |
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 | 4.2 | -2.1 |
CWI | SPDR MSCI ACWI ex-US ETF | 2.1 | 30 | 28 | 7.8 | +1.5 |
ACWI | iShares MSCI ACWI ETF | 2.0 | 32 | 26 | 5.7 | -0.7 |
VIDI | Vident International Equity Strategy ETF | 1.9 | 61 | -3 | 11.3 | +5.0 |
PBD | Invesco Global Clean Energy ETF | 1.9 | 75 | -17 | 0.5 | -5.8 |
FCLD | Fidelity Cloud Computing ETF | 1.9 | 39 | 19 | 3.1 | -3.2 |
GLOF | iShares Global Equity Factor ETF | 1.9 | 20 | 38 | 6.7 | +0.4 |
WWJD | Inspire International ETF | 1.9 | 80 | -22 | 7.3 | +1.0 |
EMDV | ProShares MSCI Emerging Markets Dividend Growers ETF | 1.8 | 60 | -2 | 7.1 | +0.8 |
VT | Vanguard Total World Stock ETF | 1.7 | 6 | 52 | 6.0 | -0.3 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.7 | 12 | 46 | 5.2 | -1.1 |
SUPL | ProShares Supply Chain Logistics ETF | 1.7 | 58 | 0 | 11.5 | +5.2 |
WRND | IQ Global Equity R&D Leaders ETF | 1.7 | 18 | 40 | 8.4 | +2.1 |
IBAT | iShares Energy Storage & Materials ETF | 1.6 | 47 | 11 | 5.2 | -1.1 |
DEW | WisdomTree Global High Dividend Fund | 1.6 | 58 | 0 | 8.7 | +2.4 |
GAMR | Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T | 1.5 | 75 | -17 | 4.7 | -1.6 |
IHAK | iShares Cybersecurity & Tech ETF | 1.5 | 47 | 11 | 3.6 | -2.7 |
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 1.4 | 58 | 0 | 9.7 | +3.4 |
JGLO | JPMorgan Global Select Equity ETF | 1.4 | 33 | 25 | 4.9 | -1.4 |
ESPO | VanEck Video Gaming and eSports ETF | 1.1 | 56 | 2 | 4.1 | -2.2 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 1.1 | 60 | -2 | 2.0 | -4.3 |
RCGE | RockCreek Global Equality ETF | 1.0 | 95 | -37 | 6.4 | +0.1 |
IPAV | Global X Infrastructure Development ex-U.S. ETF | 1.0 | 55 | 3 | 7.6 | +1.3 |
BLES | Inspire Global Hope ETF | 0.9 | 61 | -3 | 6.8 | +0.5 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.9 | 65 | -7 | 2.2 | -4.1 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 0.9 | 58 | 0 | 4.6 | -1.7 |
FEMS | First Trust Emerging Markets Small Cap AlphaDEX Fund | 0.8 | 80 | -22 | 14.3 | +8.0 |
AIQ | Global X Artificial Intelligence & Technology ETF | 0.8 | 68 | -10 | 3.7 | -2.6 |
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 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.7 | 45 | 13 | 6.1 | -0.2 |
ISHP | First Trust Nasdaq Retail ETF | 0.7 | 60 | -2 | 5.2 | -1.1 |
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 |
FDNI | First Trust Dow Jones International Internet ETF | 0.7 | 65 | -7 | 18.0 | +11.7 |
IXG | iShares Global Financials ETF | 0.6 | 42 | 16 | 6.8 | +0.5 |
SAGP | Strategas Global Policy Opportunities ETF | 0.6 | 65 | -7 | 5.2 | -1.1 |
IGRO | iShares International Dividend Growth ETF | 0.5 | 15 | 43 | 7.3 | +1.0 |
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 | 9.6 | +3.3 |
HART | IQ Healthy Hearts ETF | 0.4 | 45 | 13 | 6.8 | +0.5 |
ARVR | First Trust Indxx Metaverse ETF | 0.4 | 70 | -12 | 4.0 | -2.3 |
IXP | iShares Global Comm Services ETF | 0.4 | 42 | 16 | 5.7 | -0.6 |
HAP | VanEck Natural Resources ETF | 0.3 | 50 | 8 | 9.7 | +3.4 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.3 | 62 | -4 | 3.5 | -2.8 |
VIGI | Vanguard International Dividend Appreciation ETF | 0.3 | 10 | 48 | 6.3 | -0.0 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.3 | 10 | 48 | 8.3 | +2.0 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 0.2 | 45 | 13 | 4.5 | -1.8 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.2 | 9 | 49 | 5.9 | -0.4 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 0.2 | 12 | 46 | 8.0 | +1.7 |
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
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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