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) | $6,541 |
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 | 23.3 % |
HON HAI PRECISION INDUSTRY | 5.8 % |
MEDIATEK INC | 4.8 % |
DELTA ELECTRONICS INC | 4.1 % |
FUBON FINANCIAL HOLDING CO | 1.9 % |
QUANTA COMPUTER INC | 1.9 % |
CHINATRUST FINANCIAL HOLDING | 1.8 % |
ACCTON TECHNOLOGY CORP | 1.8 % |
CATHAY FINANCIAL HOLDING CO | 1.5 % |
ASUSTEK COMPUTER INC | 1.5 % | Total | 48.4 % |
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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 | $63.02 |
30d moving avg. | $60.06 |
Annualized volatility | 22.7% |
Short interest (ETF) | 10.3% |
Relative strength (RSI) | 64 |
Avg. volume (thou.) | 2,507 |
Turnover | 2.4% |
Bid/Ask (% of price) | 0.02% |
ADV underlying (mns) | $3,063 |
FINDING ALTERNATIVE FUNDS
Below is a list of 174 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™: | 6.4% |
Ticker | Fund Name |
Overlap1 vs EWT (%) |
Expense ratio (bp) |
Savings vs EWT (bp) |
ALTAR Score™ (%) |
ALTAR vs EWT (%) |
FLTW | Franklin FTSE Taiwan ETF | 90.8 | 19 | 39 | 6.5 | +0.1 |
KEMX | KraneShares MSCI Emerging Markets EX China Index ETF | 34.5 | 24 | 34 | 7.9 | +1.5 |
XCEM | Columbia EM Core ex-China ETF | 33.7 | 16 | 42 | 8.1 | +1.7 |
XC | WisdomTree Emerging Markets Ex-China Fund | 33.5 | 32 | 26 | 6.2 | -0.1 |
AIA | iShares Asia 50 ETF | 33.0 | 50 | 8 | 12.0 | +5.6 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 31.7 | 15 | 43 | 7.7 | +1.3 |
EMSG | Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF | 30.9 | 20 | 38 | 10.3 | +4.0 |
EMXC | iShares MSCI Emerging Markets ex China ETF | 28.1 | 25 | 33 | 7.5 | +1.2 |
RAYE | Rayliant Quantamental Emerging Market ex-China Equity ETF | 27.0 | 88 | -30 | 8.6 | +2.2 |
DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund | 25.4 | 32 | 26 | 6.8 | +0.4 |
XCNY | SPDR S&P Emerging Markets ex-China ETF | 24.9 | 15 | 43 | 7.6 | +1.3 |
EEMA | iShares MSCI Emerging Markets Asia ETF | 24.0 | 49 | 9 | 9.9 | +3.6 |
STXE | Strive Emerging Markets Ex-China ETF | 24.0 | 32 | 26 | 7.7 | +1.3 |
NUEM | Nuveen ESG Emerging Markets Equity ETF | 23.6 | 36 | 22 | 7.7 | +1.4 |
XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 23.3 | 32 | 26 | 8.9 | +2.6 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 22.2 | 33 | 25 | 9.8 | +3.4 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 21.9 | 70 | -12 | 9.0 | +2.6 |
MEM | Matthews Emerging Markets Equity Active ETF | 21.7 | 79 | -21 | 7.6 | +1.2 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 21.7 | 19 | 39 | 9.0 | +2.6 |
EEMO | Invesco S&P Emerging Markets Momentum ETF | 21.4 | 29 | 29 | 6.4 | +0.0 |
FTHF | First Trust Emerging Markets Human Flourishing ETF | 21.3 | 75 | -17 | 8.1 | +1.7 |
ESGE | iShares ESG Aware MSCI EM ETF | 20.9 | 25 | 33 | 9.9 | +3.5 |
ECON | Columbia Emerging Markets Consumer ETF | 20.8 | 49 | 9 | 12.1 | +5.7 |
EEMX | SPDR MSCI Emerging Markets Fossil Fuel Free ETF | 20.7 | 30 | 28 | 10.1 | +3.8 |
DBEM | Xtrackers MSCI Emerging Markets Hedged Equity ETF | 20.7 | 66 | -8 | 9.4 | +3.0 |
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 20.4 | 15 | 43 | 10.0 | +3.6 |
GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | 20.2 | 45 | 13 | 10.1 | +3.7 |
BKEM | BNY Mellon Emerging Markets Equity ETF | 20.2 | 11 | 47 | 9.7 | +3.4 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 20.0 | 36 | 22 | 9.5 | +3.1 |
SCHE | Schwab Emerging Markets Equity ETF | 19.4 | 11 | 47 | 10.7 | +4.3 |
EMGF | iShares Emerging Markets Equity Factor ETF | 19.3 | 25 | 33 | 11.4 | +5.0 |
EEM | iShares MSCI Emerging Markets ETF | 19.2 | 69 | -11 | 10.0 | +3.6 |
QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fun | 19.0 | 40 | 18 | 6.9 | +0.5 |
EMXF | iShares ESG Advanced MSCI EM ETF | 18.9 | 16 | 42 | 8.3 | +2.0 |
EMMF | WisdomTree Emerging Markets Multifactor Fund | 18.8 | 48 | 10 | 7.3 | +1.0 |
JHEM | John Hancock Multifactor Emerging Markets ETF | 18.5 | 49 | 9 | 9.9 | +3.6 |
MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | 18.3 | 50 | 8 | 10.7 | +4.4 |
PXH | Invesco FTSE RAFI Emerging Markets ETF | 18.0 | 49 | 9 | 15.3 | +8.9 |
VWO | Vanguard FTSE Emerging Markets ETF | 18.0 | 7 | 51 | 10.0 | +3.6 |
DEHP | Dimensional Emerging Markets High Profitability ETF | 17.6 | 41 | 17 | 6.5 | +0.2 |
SPEM | SPDR Portfolio Emerging Markets ETF | 17.4 | 7 | 51 | 10.3 | +3.9 |
FNDE | Schwab Fundamental Emerging Markets Large Co. Index ETF | 17.2 | 39 | 19 | 15.9 | +9.5 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 17.2 | 95 | -37 | 11.5 | +5.1 |
DEXC | Dimensional Emerging Markets ex China Core EquityETF | 17.1 | 53 | 5 | 7.7 | +1.3 |
FDEM | Fidelity Emerging Markets Multifactor ETF | 17.1 | 25 | 33 | 12.4 | +6.1 |
EMDM | First Trust Bloomberg Emerging Market Democracies ETF | 16.4 | 75 | -17 | 9.2 | +2.8 |
DFAE | Dimensional Emerging Core Equity Market ETF | 16.4 | 35 | 23 | 9.1 | +2.7 |
IEMG | iShares Core MSCI Emerging Markets ETF | 16.2 | 9 | 49 | 10.2 | +3.9 |
QEMM | SPDR MSCI Emerging Markets StrategicFactors ETF | 15.9 | 30 | 28 | 9.0 | +2.6 |
MINV | Matthews Asia Innovators Active ETF | 15.9 | 79 | -21 | 7.0 | +0.6 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 14.7 | 65 | -7 | 6.0 | -0.3 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 13.9 | 42 | 16 | 7.0 | +0.7 |
EVLU | iShares MSCI Emerging Markets Value Factor ETF | 13.9 | 35 | 23 | 17.7 | +11.4 |
GMF | SPDR S&P Emerging Asia Pacific ETF | 13.8 | 49 | 9 | 9.3 | +2.9 |
PIE | Invesco Dorsey Wright Emerging Markets Momentum ETF | 13.4 | 90 | -32 | 6.7 | +0.3 |
LDEM | iShares ESG MSCI EM Leaders ETF | 13.4 | 17 | 41 | 13.5 | +7.2 |
DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | 13.1 | 41 | 17 | 8.4 | +2.1 |
ROAM | Hartford Multifactor Emerging Markets ETF | 13.0 | 44 | 14 | 11.9 | +5.5 |
FRDM | Freedom 100 Emerging Markets ETF | 12.5 | 49 | 9 | 8.1 | +1.7 |
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 12.3 | 38 | 20 | 9.0 | +2.6 |
EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | 12.0 | 25 | 33 | 6.5 | +0.1 |
AVES | Avantis Emerging Markets Value ETF | 11.5 | 36 | 22 | 10.8 | +4.4 |
TLTE | FlexShares Morningstar Emerging Markets Factor Tilt Index | 11.4 | 59 | -1 | 8.6 | +2.3 |
UEVM | VictoryShares Emerging Markets Value Momentum ETF | 11.2 | 45 | 13 | 10.6 | +4.2 |
DFEV | Dimensional Emerging Markets Value ETF | 11.0 | 43 | 15 | 13.0 | +6.6 |
IVES | Wedbush ETFMG Global Cloud Technology ETF | 10.4 | 68 | -10 | 6.7 | +0.3 |
AVEM | Avantis Emerging Markets Equity ETF | 10.4 | 33 | 25 | 8.4 | +2.1 |
JPEM | JPMorgan Diversified Return Emerging Markets Equity ETF | 10.0 | 44 | 14 | 10.4 | +4.0 |
AVXC | Avantis Emerging Markets Ex-China Equity ETF | 10.0 | 33 | 25 | 8.5 | +2.1 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 9.7 | 75 | -17 | 3.0 | -3.4 |
KNCT | Invesco Next Gen Connectivity ETF | 9.6 | 40 | 18 | 4.7 | -1.7 |
NXTG | First Trust Indxx NextG ETF | 9.2 | 70 | -12 | 5.2 | -1.2 |
AIVC | Amplify Bloomberg AI Value Chain ETF | 9.1 | 59 | -1 | 5.2 | -1.2 |
RNEM | First Trust Emerging Markets Equity Select ETF | 9.1 | 75 | -17 | 7.6 | +1.2 |
EELV | Invesco S&P Emerging Markets Low Volatility ETF | 8.7 | 29 | 29 | 9.1 | +2.8 |
AVSE | Avantis Responsible Emerging Markets Equity ETF | 8.6 | 33 | 25 | 8.2 | +1.9 |
FBOT | Fidelity Disruptive Automation ETF | 8.2 | 50 | 8 | 3.6 | -2.7 |
ECOW | Pacer Emerging Markets Cash Cows 100 ETF | 8.0 | 70 | -12 | 13.0 | +6.7 |
CLNR | IQ Cleaner Transport ETF | 7.3 | 45 | 13 | 6.6 | +0.3 |
IQDF | FlexShares International Quality Dividend Index Fund | 7.3 | 47 | 11 | 8.8 | +2.4 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 7.1 | 47 | 11 | 8.2 | +1.8 |
DEM | WisdomTree Emerging Markets High Dividend Fund | 7.1 | 63 | -5 | 13.1 | +6.7 |
ADIV | SmartETFs Asia Pacific Dividend Builder ETF | 6.9 | 78 | -20 | 9.1 | +2.7 |
VSGX | Vanguard ESG International Stock ETF | 6.8 | 10 | 48 | 7.5 | +1.1 |
IXN | iShares Global Tech ETF | 6.1 | 41 | 17 | 3.5 | -2.9 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 5.9 | 18 | 40 | 7.8 | +1.4 |
JIG | JPMorgan International Growth ETF | 5.9 | 55 | 3 | 4.7 | -1.7 |
KEMQ | KraneShares Emerging Markets Consumer Technology Index ETF | 5.9 | 60 | -2 | 10.3 | +3.9 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 5.9 | 34 | 24 | 7.6 | +1.2 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 5.9 | 41 | 17 | 7.4 | +1.0 |
EMM | Global X Emerging Markets ex-China ETF | 5.8 | 75 | -17 | 6.3 | -0.0 |
EDIV | SPDR S&P Emerging Markets Dividend ETF | 5.8 | 49 | 9 | 11.7 | +5.3 |
QTUM | Defiance Quantum ETF | 5.6 | 40 | 18 | 5.3 | -1.1 |
OCEN | IQ Clean Oceans ETF | 5.4 | 45 | 13 | 6.0 | -0.3 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 5.4 | 4 | 54 | 7.9 | +1.6 |
AGQI | First Trust Active Global Quality Income ETF | 5.2 | 85 | -27 | 4.8 | -1.6 |
FEM | First Trust Emerging Markets AlphaDEX Fund | 5.1 | 80 | -22 | 10.9 | +4.6 |
IXUS | iShares Core MSCI Total International Stock ETF | 5.0 | 7 | 51 | 7.7 | +1.4 |
VXUS | Vanguard Total International Stock ETF | 5.0 | 5 | 53 | 7.7 | +1.4 |
CHAT | Roundhill Generative AI & Technology ETF | 4.9 | 75 | -17 | 8.8 | +2.4 |
RODE | Hartford Multifactor Diversified International ETF | 4.9 | 29 | 29 | 11.4 | +5.0 |
ROBO | ROBO Global Robotics & Automation Index ETF | 4.6 | 95 | -37 | 3.4 | -3.0 |
EMC | Global X Emerging Markets Great Consumer ETF | 4.6 | 75 | -17 | 10.8 | +4.4 |
GSFP | Goldman Sachs Future Planet Equity ETF | 4.1 | 75 | -17 | 4.8 | -1.6 |
CGXU | Capital Group International Focus Equity ETF | 4.0 | 54 | 4 | 5.4 | -0.9 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 3.9 | 20 | 38 | 6.2 | -0.2 |
VYMI | Vanguard International High Dividend Yield ETF | 3.7 | 17 | 41 | 9.4 | +3.0 |
OAIM | OneAscent International Equity ETF | 3.4 | 95 | -37 | 5.6 | -0.8 |
EYLD | Cambria Emerging Shareholder Yield ETF | 3.3 | 66 | -8 | 12.1 | +5.7 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 3.3 | 30 | 28 | 7.7 | +1.3 |
IGPT | Invesco AI and Next Gen Software ETF | 3.2 | 60 | -2 | 4.1 | -2.3 |
XT | iShares Exponential Technologies ETF | 3.0 | 46 | 12 | 4.9 | -1.5 |
MOTI | VanEck Morningstar International Moat ETF | 3.0 | 58 | 0 | 11.8 | +5.4 |
SNSR | Global X Internet of Things ETF | 3.0 | 68 | -10 | 4.5 | -1.9 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 2.7 | 49 | 9 | 5.7 | -0.6 |
ARTY | iShares Future AI & Tech ETF | 2.6 | 47 | 11 | 3.5 | -2.9 |
KLMT | Invesco MSCI Global Climate 500 ETF | 2.6 | 10 | 48 | 5.6 | -0.7 |
DWX | SPDR S&P International Dividend ETF | 2.5 | 45 | 13 | 6.1 | -0.3 |
FCLD | Fidelity Cloud Computing ETF | 2.5 | 39 | 19 | 3.1 | -3.3 |
JSTC | Adasina Social Justice All Cap Global ETF | 2.4 | 89 | -31 | 4.8 | -1.6 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.3 | 52 | 6 | 7.6 | +1.2 |
AIS | VistaShares Artificial Intelligence Supercycle ETF | 2.3 | 75 | -17 | 2.8 | -3.6 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 2.2 | 45 | 13 | 2.6 | -3.8 |
IBAT | iShares Energy Storage & Materials ETF | 2.2 | 47 | 11 | 3.6 | -2.8 |
VIDI | Vident International Equity Strategy ETF | 2.1 | 61 | -3 | 10.6 | +4.3 |
WRND | IQ Global Equity R&D Leaders ETF | 2.1 | 18 | 40 | 8.0 | +1.6 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 2.1 | 20 | 38 | 5.6 | -0.8 |
ACWI | iShares MSCI ACWI ETF | 2.1 | 32 | 26 | 5.4 | -0.9 |
GLOF | iShares Global Equity Factor ETF | 2.0 | 20 | 38 | 6.3 | -0.0 |
CWI | SPDR MSCI ACWI ex-US ETF | 2.0 | 30 | 28 | 7.5 | +1.1 |
PBD | Invesco Global Clean Energy ETF | 2.0 | 75 | -17 | -0.3 | -6.7 |
WWJD | Inspire International ETF | 1.9 | 80 | -22 | 7.2 | +0.9 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.9 | 12 | 46 | 5.1 | -1.3 |
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 1.9 | 58 | 0 | 9.6 | +3.2 |
DVYE | iShares Emerging Markets Dividend ETF | 1.8 | 49 | 9 | 18.1 | +11.7 |
IHAK | iShares Cybersecurity & Tech ETF | 1.8 | 47 | 11 | 4.1 | -2.3 |
VT | Vanguard Total World Stock ETF | 1.8 | 6 | 52 | 5.8 | -0.6 |
JGLO | JPMorgan Global Select Equity ETF | 1.7 | 33 | 25 | 4.9 | -1.4 |
EMDV | ProShares MSCI Emerging Markets Dividend Growers ETF | 1.6 | 60 | -2 | 8.1 | +1.7 |
DEW | WisdomTree Global High Dividend Fund | 1.6 | 58 | 0 | 8.3 | +1.9 |
SDEM | Global X MSCI SuperDividend Emerging Markets ETF | 1.5 | 67 | -9 | 13.5 | +7.1 |
GAMR | Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T | 1.5 | 75 | -17 | 4.6 | -1.8 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 1.5 | 65 | -7 | 2.0 | -4.4 |
SUPL | ProShares Supply Chain Logistics ETF | 1.4 | 58 | 0 | 11.9 | +5.5 |
TINY | ProShares Nanotechnology ETF | 1.2 | 58 | 0 | 4.8 | -1.6 |
ESPO | VanEck Video Gaming and eSports ETF | 1.1 | 56 | 2 | 3.7 | -2.7 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 1.1 | 60 | -2 | 2.1 | -4.3 |
RCGE | RockCreek Global Equality ETF | 1.0 | 95 | -37 | 6.6 | +0.2 |
BLES | Inspire Global Hope ETF | 1.0 | 61 | -3 | 6.8 | +0.4 |
IPAV | Global X Infrastructure Development ex-U.S. ETF | 0.9 | 55 | 3 | 7.6 | +1.2 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 0.9 | 58 | 0 | 4.6 | -1.8 |
AIQ | Global X Artificial Intelligence & Technology ETF | 0.9 | 68 | -10 | 3.6 | -2.7 |
TTAI | FCF International Quality ETF | 0.7 | 59 | -1 | 7.3 | +0.9 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.7 | 39 | 19 | 12.1 | +5.8 |
HERO | Global X Video Games & Esports ETF | 0.6 | 50 | 8 | 3.7 | -2.7 |
OND | ProShares On-Demand ETF | 0.6 | 58 | 0 | 0.6 | -5.7 |
ISHP | First Trust Nasdaq Retail ETF | 0.6 | 60 | -2 | 5.3 | -1.1 |
SAGP | Strategas Global Policy Opportunities ETF | 0.6 | 65 | -7 | 5.4 | -1.0 |
FDNI | First Trust Dow Jones International Internet ETF | 0.6 | 65 | -7 | 20.1 | +13.7 |
IXG | iShares Global Financials ETF | 0.5 | 42 | 16 | 6.5 | +0.1 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.5 | 45 | 13 | 6.1 | -0.3 |
IGRO | iShares International Dividend Growth ETF | 0.5 | 15 | 43 | 7.2 | +0.8 |
CGDG | Capital Group Dividend Growers ETF | 0.5 | 47 | 11 | 6.2 | -0.2 |
ARVR | First Trust Indxx Metaverse ETF | 0.4 | 70 | -12 | 3.9 | -2.4 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.4 | 60 | -2 | 7.8 | +1.4 |
WDIV | SPDR S&P Global Dividend ETF | 0.4 | 40 | 18 | 9.1 | +2.8 |
HART | IQ Healthy Hearts ETF | 0.4 | 45 | 13 | 6.7 | +0.3 |
VIGI | Vanguard International Dividend Appreciation ETF | 0.4 | 10 | 48 | 6.3 | -0.1 |
HAP | VanEck Natural Resources ETF | 0.3 | 50 | 8 | 9.3 | +2.9 |
IXP | iShares Global Comm Services ETF | 0.3 | 42 | 16 | 5.3 | -1.1 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.3 | 62 | -4 | 3.6 | -2.8 |
FEMS | First Trust Emerging Markets Small Cap AlphaDEX Fund | 0.2 | 80 | -22 | 13.5 | +7.1 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 0.2 | 45 | 13 | 4.0 | -2.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.2 | 9 | 49 | 5.6 | -0.8 |
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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