iShares MSCI United Kingdom ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The iShares MSCI United Kingdom Index fund seeks investment results that correspond to the price and yield performance of the MSCI UK Index. The index consists primarily of large cap stocks traded in the British market. |
Category | International Equities |
Fund Sponsor | Barclays Global Investors |
Website | www.ishares.com |
Inception date | Mar 12, 1996 |
Assets (mns) | $3,038 |
Currency | USD |
Expense ratio | 50 bp |
Distributions | Semi-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 | 74 |
Wgt avg mkt cap (mns) | $93,028 |
Large cap (>$10bn) | 94.1% |
Mid cap ($2-10bn) | 6.0% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
ASTRAZENECA PLC | 8.0 % |
HSBC HOLDINGS PLC | 7.9 % |
SHELL PLC | 7.8 % |
UNILEVER PLC | 5.6 % |
REED ELSEVIER PLC | 3.7 % |
BRITISH AMERICAN TOBACCO PLC | 3.4 % |
BP PLC | 3.0 % |
ROLLS-ROYCE GROUP PLC | 2.9 % |
GSK PLC | 2.9 % |
BAE SYSTEMS PLC | 2.8 % | Total | 47.9 % |
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BRITAIN | 94.9 % |
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IRELAND | 2.0 % |
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SWITZERLAND | 1.9 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
17.2% | 16.3% | 12.8% | 4.7% | 5.5% |
versus... | Beta | R-squared |
S&P500 | 0.67 | 46% |
MSCI EAFE | 0.84 | 76% |
MSCI Emg. Mkts. | 0.64 | 46% |
Recent close | $39.61 |
30d moving avg. | $39.75 |
Annualized volatility | 15.9% |
Short interest (ETF) | 1.6% |
Relative strength (RSI) | 56 |
Avg. volume (thou.) | 1,509 |
Turnover | 2.0% |
Bid/Ask (% of price) | 0.03% |
ADV underlying (mns) | $2,532 |
FINDING ALTERNATIVE FUNDS
Below is a list of 316 potential alternatives to the iShares MSCI United Kingdom ETF ETF based on the alternatives' overlap in portfolio holdings with EWU. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | EWU | Expense: | 50 bp | ALTAR Score™: | 8.6% |
Ticker | Fund Name |
Overlap1 vs EWU (%) |
Expense ratio (bp) |
Savings vs EWU (bp) |
ALTAR Score™ (%) |
ALTAR vs EWU (%) |
FLGB | Franklin FTSE United Kingdom ETF | 79.3 | 9 | 41 | 8.0 | -0.6 |
FKU | First Trust United Kingdom AlphaDEX Fund | 39.0 | 80 | -30 | 7.4 | -1.2 |
EUFN | iShares MSCI Europe Financials ETF | 23.8 | 51 | -1 | 8.4 | -0.2 |
IEV | iShares Europe ETF | 22.2 | 67 | -17 | 6.9 | -1.7 |
IPKW | Invesco International BuyBack Achievers ETF | 22.0 | 55 | -5 | 13.6 | +5.0 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 20.9 | 58 | -8 | 6.7 | -1.9 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 20.5 | 83 | -33 | 10.4 | +1.8 |
OEUR | ALPS O'Shares Europe Quality Dividend ETF | 20.3 | 48 | 2 | 5.9 | -2.7 |
BBEU | JPMorgan BetaBuilders Europe ETF | 19.6 | 9 | 41 | 7.2 | -1.4 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 19.5 | 46 | 4 | 7.0 | -1.6 |
IEUR | iShares Core MSCI Europe ETF | 19.4 | 11 | 39 | 7.3 | -1.3 |
VGK | Vanguard FTSE Europe ETF | 19.4 | 6 | 44 | 7.4 | -1.2 |
FLEE | Franklin FTSE Europe ETF | 18.7 | 9 | 41 | 7.3 | -1.3 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 18.5 | 83 | -33 | 9.7 | +1.1 |
IDHQ | Invesco S&P International Developed High Quality ETF | 18.2 | 29 | 21 | 6.6 | -2.0 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 18.1 | 25 | 25 | 7.3 | -1.3 |
SPEU | SPDR Portfolio Europe ETF | 18.0 | 7 | 43 | 7.3 | -1.3 |
IQLT | iShares MSCI Intl Quality Factor ETF | 17.4 | 30 | 20 | 6.2 | -2.4 |
EFV | iShares MSCI EAFE Value ETF | 17.3 | 34 | 16 | 9.3 | +0.7 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 16.6 | 34 | 16 | 6.0 | -2.6 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 16.3 | 9 | 41 | 9.2 | +0.6 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 16.1 | 37 | 13 | 8.5 | -0.1 |
IVLU | iShares MSCI Intl Value Factor ETF | 15.8 | 30 | 20 | 10.7 | +2.1 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 15.2 | 24 | 26 | 7.1 | -1.5 |
IDMO | Invesco S&P International Developed Momentum ETF | 15.1 | 25 | 25 | 5.4 | -3.2 |
CGIE | Capital Group International Equity ETF | 15.0 | 54 | -4 | 5.0 | -3.6 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 14.7 | 30 | 20 | 7.0 | -1.6 |
STXI | Strive International Developed Markets ETF | 14.5 | 29 | 21 | 7.0 | -1.6 |
EFA | iShares MSCI EAFE ETF | 14.4 | 35 | 15 | 6.9 | -1.7 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 14.3 | 58 | -8 | 7.1 | -1.5 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 14.1 | 40 | 10 | 10.9 | +2.3 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 14.0 | 42 | 8 | 7.0 | -1.6 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 14.0 | 20 | 30 | 6.9 | -1.7 |
GCOW | Pacer Global Cash Cows Dividend ETF | 13.8 | 60 | -10 | 10.9 | +2.3 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 13.5 | 45 | 5 | 8.9 | +0.3 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 13.2 | 25 | 25 | 9.6 | +1.0 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 13.2 | 31 | 19 | 6.3 | -2.3 |
TTAI | FCF International Quality ETF | 13.1 | 59 | -9 | 7.0 | -1.6 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 13.1 | 30 | 20 | 5.4 | -3.2 |
JHMD | John Hancock Multifactor Developed International ETF | 12.9 | 39 | 11 | 7.6 | -1.0 |
IDV | iShares International Select Dividend ETF | 12.9 | 51 | -1 | 11.1 | +2.5 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 12.9 | 36 | 14 | 6.9 | -1.7 |
DOL | WisdomTree International LargeCap Dividend Fund | 12.8 | 48 | 2 | 7.4 | -1.2 |
FDEV | Fidelity International Multifactor ETF | 12.8 | 18 | 32 | 7.4 | -1.2 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 12.8 | 20 | 30 | 6.5 | -2.1 |
FICS | First Trust International Developed Capital Strength ETF | 12.7 | 70 | -20 | 6.2 | -2.4 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 12.7 | 9 | 41 | 8.1 | -0.5 |
OSEA | Harbor International Compounders ETF | 12.7 | 55 | -5 | 4.6 | -4.0 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 12.7 | 55 | -5 | 5.8 | -2.8 |
SCHY | Schwab International Dividend Equity ETF | 12.5 | 14 | 36 | 9.6 | +1.0 |
DWMF | WisdomTree International Multifactor Fund | 12.4 | 38 | 12 | 7.0 | -1.6 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 12.4 | 20 | 30 | 7.0 | -1.6 |
FIVA | Fidelity International Value Factor ETF | 12.4 | 18 | 32 | 10.2 | +1.6 |
IEFA | iShares Core MSCI EAFE ETF | 12.3 | 7 | 43 | 7.2 | -1.4 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 12.3 | 20 | 30 | 7.2 | -1.4 |
JIG | JPMorgan International Growth ETF | 12.2 | 55 | -5 | 4.7 | -3.9 |
IQSI | IQ Candriam International Equity ETF | 12.0 | 15 | 35 | 6.6 | -2.0 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 11.7 | 14 | 36 | 6.3 | -2.3 |
KXI | iShares Global Consumer Staples ETF | 11.7 | 41 | 9 | 5.5 | -3.1 |
DTAN | Sparkline International Intangible Value ETF | 11.7 | 55 | -5 | 8.1 | -0.5 |
EFG | iShares MSCI EAFE Growth ETF | 11.6 | 36 | 14 | 4.3 | -4.3 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 11.6 | 35 | 15 | 6.7 | -1.9 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 11.5 | 39 | 11 | 6.7 | -1.9 |
FIDI | Fidelity International High Dividend ETF | 11.4 | 18 | 32 | 9.0 | +0.4 |
SCHF | Schwab International Equity ETF | 11.4 | 6 | 44 | 7.4 | -1.2 |
AIVI | WisdomTree International AI Enhanced Value Fund | 11.3 | 58 | -8 | 7.4 | -1.2 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 11.2 | 65 | -15 | 11.5 | +3.0 |
BKIE | BNY Mellon International Equity ETF | 11.1 | 4 | 46 | 7.1 | -1.5 |
DFAI | Dimensional International Core Equity Market ETF | 11.1 | 18 | 32 | 7.3 | -1.3 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 10.9 | 46 | 4 | 10.2 | +1.6 |
IDEV | iShares Core MSCI International Developed Markets ETF | 10.9 | 4 | 46 | 7.2 | -1.4 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 10.9 | 20 | 30 | 6.6 | -2.0 |
VYMI | Vanguard International High Dividend Yield ETF | 10.9 | 17 | 33 | 9.8 | +1.2 |
FEOE | First Eagle Overseas Equity ETF | 10.9 | 79 | -29 | 8.2 | -0.4 |
DTH | WisdomTree International High Dividend Fund | 10.8 | 58 | -8 | 8.9 | +0.3 |
FILL | iShares MSCI Global Energy Producers ETF | 10.8 | 39 | 11 | 12.0 | +3.4 |
IXC | iShares Global Energy ETF | 10.8 | 44 | 6 | 10.4 | +1.8 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 10.8 | 25 | 25 | 7.1 | -1.5 |
VEA | Vanguard FTSE Developed Markets ETF | 10.5 | 3 | 47 | 7.3 | -1.3 |
DWM | WisdomTree International Equity Fund | 10.3 | 48 | 2 | 7.5 | -1.1 |
FEP | First Trust Europe AlphaDEX Fund | 10.3 | 80 | -30 | 9.3 | +0.7 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 10.3 | 40 | 10 | 7.6 | -1.0 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 10.1 | 3 | 47 | 7.2 | -1.4 |
AGQI | First Trust Active Global Quality Income ETF | 10.0 | 85 | -35 | 5.3 | -3.3 |
CIL | VictoryShares International Volatility Wtd ETF | 9.7 | 45 | 5 | 6.6 | -2.0 |
UMMA | Wahed Dow Jones Islamic World ETF | 9.7 | 65 | -15 | 5.1 | -3.5 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 9.6 | 22 | 28 | 5.7 | -2.9 |
PABD | iShares Paris-Aligned Climate MSCI World ex USA ETF | 9.6 | 12 | 38 | 6.1 | -2.5 |
VWID | Virtus WMC International Dividend ETF | 9.5 | 49 | 1 | 8.8 | +0.2 |
FENI | Fidelity Enhanced International ETF | 9.5 | 28 | 22 | 6.7 | -1.9 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 9.4 | 42 | 8 | 6.6 | -2.0 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility In | 9.4 | 32 | 18 | 5.9 | -2.7 |
CWI | SPDR MSCI ACWI ex-US ETF | 9.2 | 30 | 20 | 7.7 | -0.9 |
GNR | SPDR S&P Global Natural Resources ETF | 9.2 | 40 | 10 | 11.3 | +2.7 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 9.1 | 29 | 21 | 7.9 | -0.7 |
QINT | American Century Quality Diversified International ETF | 9.0 | 39 | 11 | 7.4 | -1.2 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 9.0 | 34 | 16 | 7.8 | -0.8 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 9.0 | 50 | 0 | 5.8 | -2.8 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 8.9 | 24 | 26 | 7.5 | -1.1 |
CGXU | Capital Group International Focus Equity ETF | 8.7 | 54 | -4 | 5.7 | -2.9 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 8.7 | 58 | -8 | 11.7 | +3.1 |
INTF | iShares International Equity Factor ETF | 8.5 | 15 | 35 | 7.8 | -0.8 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 8.4 | 4 | 46 | 8.2 | -0.4 |
VIGI | Vanguard International Dividend Appreciation ETF | 8.0 | 10 | 40 | 6.1 | -2.5 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 8.0 | 57 | -7 | 8.4 | -0.2 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 8.0 | 41 | 9 | 7.8 | -0.8 |
RCGE | RockCreek Global Equality ETF | 8.0 | 95 | -45 | 6.3 | -2.3 |
CGDG | Capital Group Dividend Growers ETF | 7.8 | 47 | 3 | 6.2 | -2.4 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 7.8 | 18 | 32 | 7.6 | -1.0 |
VXUS | Vanguard Total International Stock ETF | 7.8 | 5 | 45 | 8.0 | -0.6 |
IXUS | iShares Core MSCI Total International Stock ETF | 7.7 | 7 | 43 | 8.0 | -0.6 |
IDOG | ALPS International Sector Dividend Dogs ETF | 7.7 | 50 | 0 | 12.2 | +3.6 |
MOTI | VanEck Morningstar International Moat ETF | 7.7 | 58 | -8 | 11.0 | +2.4 |
FEGE | First Eagle Global Equity ETF | 7.5 | 79 | -29 | 7.0 | -1.6 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 7.4 | 12 | 38 | 5.5 | -3.1 |
IGRO | iShares International Dividend Growth ETF | 7.4 | 15 | 35 | 7.2 | -1.4 |
GVAL | Cambria Global Value ETF | 7.4 | 68 | -18 | 11.0 | +2.4 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 7.4 | 39 | 11 | 8.2 | -0.4 |
UIVM | VictoryShares International Value Momentum ETF | 7.3 | 35 | 15 | 9.0 | +0.4 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 7.1 | 25 | 25 | 6.5 | -2.1 |
JHID | John Hancock International High Dividend ETF | 7.0 | 46 | 4 | 9.9 | +1.3 |
DIHP | Dimensional International High Profitability ETF | 6.9 | 29 | 21 | 7.2 | -1.4 |
DWX | SPDR S&P International Dividend ETF | 6.9 | 45 | 5 | 6.2 | -2.4 |
IDNA | iShares Genomics Immunology and Healthcare ETF | 6.8 | 47 | 3 | -2.2 | -10.8 |
DFSI | Dimensional International Sustainability Core 1 ETF | 6.8 | 24 | 26 | 6.4 | -2.2 |
FYLD | Cambria Foreign Shareholder Yield ETF | 6.7 | 59 | -9 | 11.9 | +3.3 |
AVIV | Avantis International Large Cap Value ETF | 6.7 | 25 | 25 | 8.9 | +0.3 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 6.7 | 52 | -2 | 6.7 | -1.9 |
EAFG | Pacer Developed Markets Cash Cows Growth Leaders ETF | 6.6 | 65 | -15 | 3.6 | -5.0 |
PPIE | Putnam PanAgora ESG International Equity ETF | 6.5 | 49 | 1 | 7.4 | -1.2 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 6.5 | 80 | -30 | 5.5 | -3.1 |
DIVS | SmartETFs Dividend Builder ETF | 6.4 | 65 | -15 | 4.9 | -3.7 |
INEQ | Columbia International Equity Income ETF | 6.4 | 45 | 5 | 8.3 | -0.3 |
DFIV | Dimensional International Value ETF | 6.3 | 27 | 23 | 10.0 | +1.4 |
FOWF | Pacer Solactive Whitney Fututre of Warfare ETF | 6.3 | 60 | -10 | 3.6 | -5.0 |
VSGX | Vanguard ESG International Stock ETF | 6.1 | 10 | 40 | 7.9 | -0.7 |
NATO | Themes Transatlantic Defense ETF | 6.1 | 35 | 15 | 2.4 | -6.2 |
DGT | SPDR Global Dow ETF | 5.9 | 50 | 0 | 7.2 | -1.4 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 5.9 | 45 | 5 | 4.5 | -4.1 |
TPIF | Timothy Plan International ETF | 5.8 | 62 | -12 | 6.2 | -2.4 |
HART | IQ Healthy Hearts ETF | 5.6 | 45 | 5 | 6.6 | -2.0 |
DFIC | Dimensional International Core Equity 2 ETF | 5.6 | 23 | 27 | 7.6 | -1.0 |
SAGP | Strategas Global Policy Opportunities ETF | 5.5 | 65 | -15 | 5.2 | -3.4 |
DIM | WisdomTree International MidCap Dividend Fund | 5.5 | 58 | -8 | 7.6 | -1.0 |
IQDF | FlexShares International Quality Dividend Index Fund | 5.3 | 47 | 3 | 9.3 | +0.7 |
IXJ | iShares Global Healthcare ETF | 5.1 | 42 | 8 | 7.2 | -1.4 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 5.1 | 80 | -30 | 10.0 | +1.4 |
IXG | iShares Global Financials ETF | 5.1 | 42 | 8 | 6.8 | -1.8 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 5.1 | 65 | -15 | 6.3 | -2.3 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 5.0 | 42 | 8 | 5.4 | -3.2 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 5.0 | 47 | 3 | 8.5 | -0.1 |
EXI | iShares Global Industrials ETF | 4.9 | 42 | 8 | 4.5 | -4.1 |
DXIV | Dimensional International Vector Equity ETF | 4.9 | 34 | 16 | 8.0 | -0.6 |
WLDR | Affinity World Leaders Equity ETF | 4.8 | 67 | -17 | 7.7 | -0.9 |
DSTX | Distillate International Fundamental Stability & Value ETF | 4.8 | 55 | -5 | 8.1 | -0.5 |
JXI | iShares Global Utilities ETF | 4.8 | 43 | 7 | 5.9 | -2.7 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 4.8 | 80 | -30 | 4.9 | -3.7 |
MXI | iShares Global Materials ETF | 4.7 | 41 | 9 | 7.8 | -0.8 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 4.6 | 70 | -20 | 4.7 | -3.9 |
AVSD | Avantis Responsible International Equity ETF | 4.5 | 23 | 27 | 5.7 | -2.9 |
TOKE | Cambria Cannabis ETF | 4.5 | 42 | 8 | 1.8 | -6.8 |
OCEN | IQ Clean Oceans ETF | 4.5 | 45 | 5 | 6.2 | -2.4 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 4.3 | 39 | 11 | 13.6 | +5.0 |
CGGO | Capital Group Global Growth Equity ETF | 4.2 | 47 | 3 | 4.7 | -3.9 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 4.2 | 75 | -25 | 2.8 | -5.8 |
AVDE | Avantis International Equity ETF | 4.2 | 23 | 27 | 7.6 | -1.0 |
CANC | Tema Oncology ETF | 4.1 | 75 | -25 | -2.7 | -11.3 |
HRTS | Tema GLP-1 Obesity & Cardiometabolic ETF | 4.1 | 75 | -25 | 1.2 | -7.4 |
IOO | iShares Global 100 ETF | 4.0 | 41 | 9 | 5.0 | -3.6 |
IVAL | Alpha Architect International Quantitative Value ETF | 3.9 | 49 | 1 | 10.6 | +2.0 |
BKCI | BNY Mellon Concentrated International ETF | 3.9 | 80 | -30 | 5.0 | -3.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 3.9 | 30 | 20 | 6.1 | -2.5 |
WWJD | Inspire International ETF | 3.8 | 80 | -30 | 7.2 | -1.4 |
TOK | iShares MSCI Kokusai ETF | 3.8 | 26 | 24 | 5.2 | -3.4 |
KOCG | FIS Knights of Columbus Global Belief ETF | 3.7 | 75 | -25 | 5.1 | -3.5 |
DEW | WisdomTree Global High Dividend Fund | 3.7 | 58 | -8 | 8.7 | +0.1 |
KLMT | Invesco MSCI Global Climate 500 ETF | 3.6 | 10 | 40 | 5.9 | -2.7 |
URTH | iShares MSCI World ETF | 3.6 | 24 | 26 | 5.2 | -3.4 |
TMFG | Motley Fool Global Opportunities ETF | 3.6 | 85 | -35 | 3.9 | -4.7 |
CRTC | Xtrackers US National Critical Technologies ETF | 3.5 | 35 | 15 | 4.9 | -3.7 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 3.5 | 9 | 41 | 5.3 | -3.3 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 3.5 | 30 | 20 | 8.1 | -0.5 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 3.4 | 49 | 1 | 6.1 | -2.5 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 3.4 | 46 | 4 | 5.6 | -3.0 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 3.3 | 25 | 25 | 6.0 | -2.6 |
KNO | AXS Knowledge Leaders ETF | 3.3 | 78 | -28 | 6.0 | -2.6 |
ACWI | iShares MSCI ACWI ETF | 3.2 | 32 | 18 | 5.7 | -2.9 |
RODE | Hartford Multifactor Diversified International ETF | 3.2 | 29 | 21 | 12.7 | +4.1 |
CGDV | Capital Group Dividend Value ETF | 3.2 | 33 | 17 | 4.6 | -4.0 |
COPY | Tweedy, Browne Insider + Value ETF | 3.2 | 80 | -30 | 11.7 | +3.2 |
RGEF | Rockefeller Global Equity ETF | 3.1 | 55 | -5 | 4.9 | -3.7 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 3.0 | 9 | 41 | 5.9 | -2.7 |
CZAR | Themes Natural Monopoly ETF | 3.0 | 35 | 15 | 5.4 | -3.2 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 3.0 | 56 | -6 | 11.0 | +2.4 |
FDFF | Fidelity Disruptive Finance ETF | 2.9 | 50 | 0 | 4.0 | -4.6 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 2.9 | 47 | 3 | 5.8 | -2.8 |
VT | Vanguard Total World Stock ETF | 2.9 | 6 | 44 | 6.0 | -2.6 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 2.8 | 20 | 30 | 5.8 | -2.8 |
SHLD | Global X Defense Tech ETF | 2.8 | 50 | 0 | 3.5 | -5.1 |
DMAT | Global X Disruptive Materials ETF | 2.8 | 59 | -9 | 9.4 | +0.8 |
GLOF | iShares Global Equity Factor ETF | 2.8 | 20 | 30 | 6.7 | -1.9 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 2.8 | 58 | -8 | 4.7 | -3.9 |
WRND | IQ Global Equity R&D Leaders ETF | 2.7 | 18 | 32 | 8.4 | -0.2 |
NBCC | Neuberger Berman Next Generation Connected Consumer ETF | 2.7 | 56 | -6 | 2.5 | -6.1 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 2.7 | 49 | 1 | 3.2 | -5.4 |
CLNR | IQ Cleaner Transport ETF | 2.6 | 45 | 5 | 6.6 | -2.0 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.6 | 12 | 38 | 5.2 | -3.4 |
BCDF | Horizon Kinetics Blockchain Development ETF | 2.6 | 85 | -35 | 3.9 | -4.7 |
JSTC | Adasina Social Justice All Cap Global ETF | 2.4 | 89 | -39 | 4.8 | -3.8 |
IQRA | IQ CBRE Real Assets ETF | 2.4 | 65 | -15 | 5.8 | -2.8 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 2.4 | 80 | -30 | 4.5 | -4.1 |
CGUS | Capital Group Core Equity ETF | 2.4 | 33 | 17 | 4.4 | -4.2 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 2.3 | 65 | -15 | 7.4 | -1.2 |
GINN | Goldman Sachs Innovate Equity ETF | 2.3 | 52 | -2 | 3.7 | -4.9 |
BLES | Inspire Global Hope ETF | 2.3 | 61 | -11 | 6.8 | -1.8 |
IGF | iShares Global Infrastructure ETF | 2.2 | 41 | 9 | 4.8 | -3.8 |
GII | SPDR S&P Global Infrastructure ETF | 2.2 | 40 | 10 | 4.7 | -3.9 |
VIDI | Vident International Equity Strategy ETF | 2.2 | 61 | -11 | 11.4 | +2.8 |
RXI | iShares Global Consumer Discretionary ETF | 2.2 | 41 | 9 | 9.1 | +0.5 |
OAIM | OneAscent International Equity ETF | 2.2 | 95 | -45 | 5.6 | -3.0 |
INFL | Horizon Kinetics Inflation Beneficiaries ETF | 2.1 | 85 | -35 | 4.0 | -4.6 |
FPXI | First Trust International Equity Opportunities ETF | 2.1 | 70 | -20 | 3.5 | -5.1 |
PEX | ProShares Global Listed Private Equity ETF | 2.0 | 81 | -31 | 10.6 | +2.0 |
PSP | Invesco Global Listed Private Equity ETF | 2.0 | 106 | -56 | 6.1 | -2.5 |
GNOM | Global X Genomics & Biotechnology ETF | 2.0 | 50 | 0 | -3.6 | -12.2 |
XT | iShares Exponential Technologies ETF | 2.0 | 46 | 4 | 4.8 | -3.8 |
RSHO | Tema American Reshoring ETF | 1.9 | 75 | -25 | 4.8 | -3.8 |
GMET | VanEck Green Metals ETF | 1.8 | 63 | -13 | 9.3 | +0.7 |
COPX | Global X Copper Miners ETF | 1.8 | 65 | -15 | 7.9 | -0.7 |
ICOP | iShares Copper and Metals Mining ETF | 1.8 | 47 | 3 | 8.7 | +0.1 |
COPA | Themes Copper Miners ETF | 1.8 | 35 | 15 | 6.3 | -2.3 |
FPAG | FPA Global Equity ETF | 1.5 | 49 | 1 | 5.8 | -2.8 |
EV | Mast Global Battery Recycling & Production ETF | 1.5 | 65 | -15 | 10.6 | +2.0 |
HAP | VanEck Natural Resources ETF | 1.5 | 50 | 0 | 9.6 | +1.0 |
IXP | iShares Global Comm Services ETF | 1.5 | 42 | 8 | 5.6 | -3.0 |
PIO | Invesco Global Water ETF | 1.4 | 75 | -25 | 4.7 | -3.9 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 1.2 | 39 | 11 | 5.9 | -2.7 |
NXTG | First Trust Indxx NextG ETF | 1.2 | 70 | -20 | 5.3 | -3.3 |
DISV | Dimensional International Small Cap Value ETF | 1.2 | 42 | 8 | 9.5 | +0.9 |
ION | ProShares S&P Global Core Battery Metals ETF | 1.1 | 58 | -8 | 11.3 | +2.7 |
ISHP | First Trust Nasdaq Retail ETF | 1.1 | 60 | -10 | 5.2 | -3.4 |
CCNR | ALPS CoreCommodity Natural Resources ETF | 1.1 | 39 | 11 | 11.4 | +2.8 |
GLBL | Pacer MSCI World Industry Advantage ETF | 1.1 | 65 | -15 | 4.2 | -4.4 |
DTEC | ALPS Disruptive Technologies ETF | 1.0 | 50 | 0 | 3.8 | -4.8 |
TEMP | JPMorgan Climate Change Solutions ETF | 1.0 | 49 | 1 | 5.7 | -2.9 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 1.0 | 59 | -9 | 5.5 | -3.1 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 1.0 | 75 | -25 | 7.8 | -0.8 |
ICLN | iShares Global Clean Energy ETF | 1.0 | 41 | 9 | 5.8 | -2.8 |
DFIS | Dimensional International Small Cap ETF | 1.0 | 39 | 11 | 7.4 | -1.2 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.9 | 60 | -10 | 8.1 | -0.5 |
WDIV | SPDR S&P Global Dividend ETF | 0.9 | 40 | 10 | 9.5 | +0.9 |
FDNI | First Trust Dow Jones International Internet ETF | 0.9 | 65 | -15 | 18.4 | +9.8 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 0.8 | 75 | -25 | 7.7 | -0.9 |
EBLU | Ecofin Global Water ESG Fund | 0.8 | 40 | 10 | 4.2 | -4.4 |
FTRI | First Trust Indxx Global Natural Resources Income ETF | 0.8 | 70 | -20 | 8.1 | -0.5 |
AQWA | Global X Clean Water ETF | 0.8 | 50 | 0 | 4.9 | -3.7 |
CGW | Invesco S&P Global Water Index ETF | 0.8 | 57 | -7 | 4.6 | -4.0 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 0.8 | 47 | 3 | 5.2 | -3.4 |
AVDV | Avantis International Small Cap Value ETF | 0.7 | 36 | 14 | 10.1 | +1.5 |
AVRE | Avantis Real Estate ETF | 0.7 | 17 | 33 | 7.1 | -1.5 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.7 | 10 | 40 | 8.1 | -0.5 |
DFGR | Dimensional Global Real Estate ETF | 0.7 | 22 | 28 | 7.5 | -1.1 |
ERET | iShares Environmentally Aware Real Estate ETF | 0.7 | 30 | 20 | 7.4 | -1.2 |
IFGL | iShares International Developed Real Estate ETF | 0.7 | 48 | 2 | 7.0 | -1.6 |
REET | iShares Global REIT ETF | 0.7 | 14 | 36 | 7.6 | -1.0 |
RWO | SPDR Dow Jones Global Real Estate ETF | 0.7 | 50 | 0 | 7.1 | -1.5 |
RWX | SPDR Dow Jones International Real Estate ETF | 0.7 | 59 | -9 | 7.0 | -1.6 |
VGSR | Vert Global Sustainable Real Estate ETF | 0.7 | 47 | 3 | 7.3 | -1.3 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 0.7 | 12 | 38 | 7.9 | -0.7 |
ABLG | Abacus FCF International Leaders ETF | 0.7 | 59 | -9 | 6.3 | -2.3 |
LUX | Tema Luxury ETF | 0.6 | 75 | -25 | 4.3 | -4.3 |
FINE | Themes European Luxury ETF | 0.6 | 35 | 15 | 3.3 | -5.3 |
PCGG | Polen Capital Global Growth ETF | 0.6 | 85 | -35 | 3.7 | -4.9 |
CLOD | Themes Cloud Computing ETF | 0.6 | 35 | 15 | 3.0 | -5.6 |
BOTT | Themes Robotics & Automation ETF | 0.6 | 35 | 15 | 4.7 | -3.9 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 0.6 | 38 | 12 | 4.6 | -4.0 |
AIQ | Global X Artificial Intelligence & Technology ETF | 0.6 | 68 | -18 | 3.8 | -4.8 |
SDIV | Global X Superdividend ETF | 0.5 | 58 | -8 | 40.4 | +31.8 |
KNCT | Invesco Next Gen Connectivity ETF | 0.5 | 40 | 10 | 4.9 | -3.7 |
HTEC | ROBO Global Healthcare Technology and Innovation ETF | 0.5 | 68 | -18 | 2.2 | -6.4 |
MDEV | First Trust Indxx Medical Devices ETF | 0.5 | 70 | -20 | 4.3 | -4.3 |
AGNG | Global X Aging Population ETF | 0.5 | 50 | 0 | 4.9 | -3.7 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 0.5 | 49 | 1 | 6.2 | -2.4 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 0.4 | 60 | -10 | 5.9 | -2.7 |
INDS | Pacer Industrial Real Estate ETF | 0.4 | 55 | -5 | 6.7 | -1.9 |
ISCF | iShares International SmallCap Equity Factor ETF | 0.4 | 23 | 27 | 8.4 | -0.2 |
CGV | Conductor Global Equity Value ETF | 0.4 | 130 | -80 | 8.7 | +0.1 |
IGPT | Invesco AI and Next Gen Software ETF | 0.4 | 60 | -10 | 4.2 | -4.4 |
CRIT | Optica Rare Earths & Critical Materials ETF Optica Rare Eart | 0.4 | 85 | -35 | 9.9 | +1.3 |
SETM | Sprott Energy Transition Materials ETF | 0.4 | 65 | -15 | 3.6 | -5.0 |
EMC | Global X Emerging Markets Great Consumer ETF | 0.4 | 75 | -25 | 8.8 | +0.2 |
EMM | Global X Emerging Markets ex-China ETF | 0.4 | 75 | -25 | 6.0 | -2.6 |
BATT | Amplify Lithium & Battery Technology ETF | 0.4 | 59 | -9 | 3.8 | -4.8 |
BPAY | BlackRock Future Financial and Technology ETF | 0.3 | 70 | -20 | 6.4 | -2.2 |
FINX | Global X FinTech ETF | 0.3 | 68 | -18 | 2.2 | -6.4 |
IPAY | ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund | 0.3 | 75 | -25 | 4.3 | -4.3 |
PRNT | 3D Printing ETF | 0.3 | 66 | -16 | 1.3 | -7.3 |
JGLO | JPMorgan Global Select Equity ETF | 0.3 | 33 | 17 | 4.9 | -3.7 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.3 | 49 | 1 | 6.9 | -1.7 |
BINV | Brandes International ETF | 0.3 | 70 | -20 | 9.6 | +1.0 |
CUT | Invesco MSCI Global Timber ETF | 0.3 | 61 | -11 | 10.0 | +1.4 |
WOOD | iShares Global Timber & Forestry ETF | 0.3 | 42 | 8 | 11.9 | +3.3 |
EIRL | iShares MSCI Ireland ETF | 0.2 | 50 | 0 | 8.7 | +0.2 |
IVEG | iShares Emergent Food and AgTech Multisector ETF | 0.2 | 47 | 3 | 8.8 | +0.2 |
IXN | iShares Global Tech ETF | 0.2 | 41 | 9 | 3.9 | -4.7 |
DINT | Davis Select International ETF | 0.2 | 55 | -5 | 8.0 | -0.6 |
DWLD | Davis Select Worldwide ETF | 0.2 | 63 | -13 | 7.5 | -1.1 |
BNGE | First Trust S-Network Streaming and Gaming ETF | 0.2 | 70 | -20 | 2.8 | -5.8 |
BJK | VanEck Gaming ETF | 0.2 | 65 | -15 | 4.1 | -4.5 |
BETZ | Roundhill Sports Betting & iGaming ETF | 0.2 | 75 | -25 | 2.0 | -6.6 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 0.2 | 60 | -10 | 2.1 | -6.5 |
IBUY | Amplify Online Retail ETF | 0.1 | 65 | -15 | 1.2 | -7.4 |
AVDS | Avantis International Small Cap Equity ETF | 0.1 | 30 | 20 | 7.6 | -1.0 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.1 | 20 | 30 | 5.9 | -2.7 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.1 | 33 | 17 | 10.1 | +1.5 |
UAE | iShares MSCI UAE ETF | 0.0 | 59 | -9 | 0.0 | -8.6 |
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 | |
---|---|---|---|---|---|---|---|
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 | |
---|---|---|---|
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 United Kingdom ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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