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) | $3,275 |
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 | 8.1 % |
HSBC HOLDINGS PLC | 7.7 % |
SHELL PLC | 7.6 % |
UNILEVER PLC | 5.9 % |
REED ELSEVIER PLC | 3.8 % |
BRITISH AMERICAN TOBACCO PLC | 3.2 % |
ROLLS-ROYCE GROUP PLC | 3.1 % |
BP PLC | 3.0 % |
GSK PLC | 2.9 % |
LONDON STOCK EXCHANGE GROUP | 2.7 % | Total | 48.0 % |
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BRITAIN | 96.2 % |
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IRELAND | 2.0 % |
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SWITZERLAND | 1.8 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
12.4% | 14.3% | 12.7% | 3.9% | 5.4% |
versus... | Beta | R-squared |
S&P500 | 0.70 | 49% |
MSCI EAFE | 0.90 | 87% |
MSCI Emg. Mkts. | 0.71 | 53% |
Recent close | $38.90 |
30d moving avg. | $37.04 |
Annualized volatility | 16.4% |
Short interest (ETF) | 1.2% |
Relative strength (RSI) | 57 |
Avg. volume (thou.) | 1,801 |
Turnover | 2.1% |
Bid/Ask (% of price) | 0.03% |
ADV underlying (mns) | $2,532 |
FINDING ALTERNATIVE FUNDS
Below is a list of 314 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 | 80.8 | 9 | 41 | 8.0 | -0.6 |
FKU | First Trust United Kingdom AlphaDEX Fund | 39.0 | 80 | -30 | 7.6 | -1.0 |
EUFN | iShares MSCI Europe Financials ETF | 23.5 | 51 | -1 | 8.3 | -0.3 |
IEV | iShares Europe ETF | 22.6 | 67 | -17 | 6.9 | -1.7 |
IPKW | Invesco International BuyBack Achievers ETF | 21.5 | 55 | -5 | 14.5 | +6.0 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 21.1 | 58 | -8 | 6.8 | -1.8 |
OEUR | ALPS O'Shares Europe Quality Dividend ETF | 20.6 | 48 | 2 | 5.9 | -2.7 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 20.5 | 83 | -33 | 10.6 | +2.0 |
BBEU | JPMorgan BetaBuilders Europe ETF | 19.9 | 9 | 41 | 7.2 | -1.4 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 19.9 | 46 | 4 | 6.6 | -2.0 |
IEUR | iShares Core MSCI Europe ETF | 19.8 | 11 | 39 | 7.4 | -1.2 |
VGK | Vanguard FTSE Europe ETF | 19.6 | 11 | 39 | 7.4 | -1.2 |
FLEE | Franklin FTSE Europe ETF | 19.0 | 9 | 41 | 7.3 | -1.3 |
SPEU | SPDR Portfolio Europe ETF | 18.4 | 7 | 43 | 7.4 | -1.2 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 18.4 | 83 | -33 | 9.8 | +1.2 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 18.2 | 25 | 25 | 7.4 | -1.2 |
IQLT | iShares MSCI Intl Quality Factor ETF | 17.5 | 30 | 20 | 6.3 | -2.3 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 17.0 | 34 | 16 | 6.0 | -2.6 |
IVLU | iShares MSCI Intl Value Factor ETF | 16.7 | 30 | 20 | 11.0 | +2.4 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 16.4 | 37 | 13 | 8.8 | +0.2 |
EFV | iShares MSCI EAFE Value ETF | 16.4 | 34 | 16 | 9.4 | +0.8 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 16.3 | 9 | 41 | 9.3 | +0.7 |
IDHQ | Invesco S&P International Developed High Quality ETF | 16.2 | 29 | 21 | 6.7 | -1.9 |
IDMO | Invesco S&P International Developed Momentum ETF | 15.3 | 25 | 25 | 5.5 | -3.1 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 15.2 | 24 | 26 | 7.4 | -1.2 |
CGIE | Capital Group International Equity ETF | 15.1 | 54 | -4 | 5.0 | -3.6 |
EFA | iShares MSCI EAFE ETF | 14.8 | 35 | 15 | 7.0 | -1.6 |
STXI | Strive International Developed Markets ETF | 14.6 | 29 | 21 | 7.1 | -1.5 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 14.6 | 20 | 30 | 7.0 | -1.6 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 14.4 | 30 | 20 | 7.1 | -1.5 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 14.4 | 58 | -8 | 6.8 | -1.8 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 14.2 | 42 | 8 | 7.1 | -1.5 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 14.1 | 45 | 5 | 9.2 | +0.6 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 14.0 | 40 | 10 | 10.8 | +2.3 |
TTAI | FCF International Quality ETF | 13.3 | 59 | -9 | 7.1 | -1.5 |
JHMD | John Hancock Multifactor Developed International ETF | 13.2 | 39 | 11 | 7.8 | -0.8 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 13.2 | 25 | 25 | 10.0 | +1.4 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 13.1 | 36 | 14 | 6.7 | -1.9 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 13.1 | 31 | 19 | 6.5 | -2.1 |
EFG | iShares MSCI EAFE Growth ETF | 13.0 | 36 | 14 | 4.4 | -4.2 |
FICS | First Trust International Developed Capital Strength ETF | 13.0 | 70 | -20 | 6.1 | -2.5 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 13.0 | 9 | 41 | 8.2 | -0.4 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 12.9 | 20 | 30 | 6.5 | -2.1 |
DOL | WisdomTree International LargeCap Dividend Fund | 12.8 | 48 | 2 | 7.5 | -1.1 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 12.8 | 55 | -5 | 5.8 | -2.8 |
IDV | iShares International Select Dividend ETF | 12.8 | 51 | -1 | 12.0 | +3.4 |
FDEV | Fidelity International Multifactor ETF | 12.8 | 18 | 32 | 7.7 | -0.9 |
OSEA | Harbor International Compounders ETF | 12.7 | 55 | -5 | 4.7 | -3.9 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 12.6 | 20 | 30 | 7.2 | -1.4 |
IEFA | iShares Core MSCI EAFE ETF | 12.6 | 7 | 43 | 7.3 | -1.3 |
SCHY | Schwab International Dividend Equity ETF | 12.6 | 14 | 36 | 9.7 | +1.2 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 12.5 | 20 | 30 | 7.3 | -1.3 |
DWMF | WisdomTree International Multifactor Fund | 12.4 | 38 | 12 | 7.0 | -1.6 |
FIVA | Fidelity International Value Factor ETF | 12.3 | 18 | 32 | 10.5 | +1.9 |
IQSI | IQ Candriam International Equity ETF | 12.3 | 15 | 35 | 6.7 | -1.9 |
JIG | JPMorgan International Growth ETF | 12.3 | 55 | -5 | 4.7 | -3.9 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 12.2 | 14 | 36 | 6.4 | -2.2 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 12.1 | 46 | 4 | 10.6 | +2.1 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 12.0 | 35 | 15 | 6.8 | -1.8 |
KXI | iShares Global Consumer Staples ETF | 11.9 | 41 | 9 | 5.4 | -3.2 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 11.7 | 39 | 11 | 6.9 | -1.7 |
DTAN | Sparkline International Intangible Value ETF | 11.7 | 55 | -5 | 8.4 | -0.2 |
SCHF | Schwab International Equity ETF | 11.7 | 6 | 44 | 7.6 | -1.0 |
FIDI | Fidelity International High Dividend ETF | 11.5 | 18 | 32 | 9.2 | +0.6 |
BKIE | BNY Mellon International Equity ETF | 11.3 | 4 | 46 | 7.3 | -1.3 |
FEOE | First Eagle Overseas Equity ETF | 11.3 | 79 | -29 | 8.4 | -0.2 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 11.3 | 20 | 30 | 6.7 | -1.9 |
IDEV | iShares Core MSCI International Developed Markets ETF | 11.2 | 4 | 46 | 7.3 | -1.3 |
DFAI | Dimensional International Core Equity Market ETF | 11.1 | 18 | 32 | 7.5 | -1.1 |
AIVI | WisdomTree International AI Enhanced Value Fund | 11.0 | 58 | -8 | 7.4 | -1.2 |
DTH | WisdomTree International High Dividend Fund | 10.8 | 58 | -8 | 9.1 | +0.5 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 10.8 | 25 | 25 | 7.4 | -1.2 |
VYMI | Vanguard International High Dividend Yield ETF | 10.8 | 22 | 28 | 9.9 | +1.3 |
VEA | Vanguard FTSE Developed Markets ETF | 10.8 | 5 | 45 | 7.5 | -1.1 |
FILL | iShares MSCI Global Energy Producers ETF | 10.6 | 39 | 11 | 12.3 | +3.7 |
IXC | iShares Global Energy ETF | 10.6 | 44 | 6 | 10.7 | +2.1 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 10.6 | 3 | 47 | 7.4 | -1.2 |
FEP | First Trust Europe AlphaDEX Fund | 10.3 | 80 | -30 | 9.6 | +1.0 |
DWM | WisdomTree International Equity Fund | 10.3 | 48 | 2 | 7.7 | -0.9 |
GNR | SPDR S&P Global Natural Resources ETF | 10.3 | 40 | 10 | 11.7 | +3.1 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 10.3 | 40 | 10 | 7.7 | -0.9 |
UMMA | Wahed Dow Jones Islamic World ETF | 10.2 | 65 | -15 | 5.3 | -3.3 |
PABD | iShares Paris-Aligned Climate MSCI World ex USA ETF | 10.0 | 12 | 38 | 6.3 | -2.3 |
CIL | VictoryShares International Volatility Wtd ETF | 9.7 | 45 | 5 | 6.8 | -1.8 |
CGXU | Capital Group International Focus Equity ETF | 9.7 | 54 | -4 | 5.8 | -2.8 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 9.7 | 80 | -30 | 5.5 | -3.1 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 9.7 | 22 | 28 | 5.8 | -2.8 |
FENI | Fidelity Enhanced International ETF | 9.6 | 28 | 22 | 6.9 | -1.7 |
VWID | Virtus WMC International Dividend ETF | 9.5 | 49 | 1 | 8.9 | +0.3 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 9.5 | 30 | 20 | 5.5 | -3.1 |
CWI | SPDR MSCI ACWI ex-US ETF | 9.5 | 30 | 20 | 8.0 | -0.6 |
AGQI | First Trust Active Global Quality Income ETF | 9.5 | 85 | -35 | 5.0 | -3.6 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility In | 9.5 | 32 | 18 | 6.0 | -2.6 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 9.4 | 42 | 8 | 6.7 | -1.9 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 9.3 | 34 | 16 | 8.0 | -0.6 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 9.2 | 25 | 25 | 6.6 | -2.0 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 9.1 | 29 | 21 | 8.1 | -0.5 |
QINT | American Century Quality Diversified International ETF | 9.1 | 39 | 11 | 7.6 | -1.0 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 9.0 | 50 | 0 | 5.9 | -2.7 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 8.9 | 24 | 26 | 7.7 | -0.9 |
MOTI | VanEck Morningstar International Moat ETF | 8.9 | 58 | -8 | 12.9 | +4.3 |
INTF | iShares International Equity Factor ETF | 8.8 | 15 | 35 | 7.9 | -0.7 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 8.6 | 8 | 42 | 8.4 | -0.2 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 8.6 | 58 | -8 | 12.0 | +3.4 |
RCGE | RockCreek Global Equality ETF | 8.4 | 95 | -45 | 6.4 | -2.2 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 8.4 | 52 | -2 | 6.9 | -1.7 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 8.3 | 57 | -7 | 8.4 | -0.2 |
VIGI | Vanguard International Dividend Appreciation ETF | 8.2 | 15 | 35 | 6.2 | -2.4 |
IDNA | iShares Genomics Immunology and Healthcare ETF | 8.2 | 47 | 3 | -2.1 | -10.6 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 8.1 | 41 | 9 | 7.7 | -0.9 |
FEGE | First Eagle Global Equity ETF | 8.1 | 79 | -29 | 7.2 | -1.4 |
VXUS | Vanguard Total International Stock ETF | 8.0 | 7 | 43 | 8.2 | -0.4 |
IXUS | iShares Core MSCI Total International Stock ETF | 8.0 | 7 | 43 | 8.2 | -0.4 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 8.0 | 18 | 32 | 8.0 | -0.6 |
CGDG | Capital Group Dividend Growers ETF | 7.9 | 47 | 3 | 6.3 | -2.3 |
IDOG | ALPS International Sector Dividend Dogs ETF | 7.7 | 50 | 0 | 12.6 | +4.0 |
IGRO | iShares International Dividend Growth ETF | 7.7 | 15 | 35 | 7.3 | -1.3 |
GVAL | Cambria Global Value ETF | 7.6 | 68 | -18 | 11.1 | +2.5 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 7.5 | 12 | 38 | 5.5 | -3.1 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 7.5 | 39 | 11 | 8.6 | -0.0 |
UIVM | VictoryShares International Value Momentum ETF | 7.3 | 35 | 15 | 9.6 | +1.0 |
DIHP | Dimensional International High Profitability ETF | 7.0 | 29 | 21 | 7.3 | -1.3 |
JHID | John Hancock International High Dividend ETF | 7.0 | 46 | 4 | 11.0 | +2.4 |
DIVS | SmartETFs Dividend Builder ETF | 6.9 | 65 | -15 | 5.0 | -3.6 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 6.8 | 65 | -15 | 12.1 | +3.5 |
DWX | SPDR S&P International Dividend ETF | 6.8 | 45 | 5 | 6.2 | -2.4 |
AVIV | Avantis International Large Cap Value ETF | 6.7 | 25 | 25 | 9.1 | +0.5 |
FYLD | Cambria Foreign Shareholder Yield ETF | 6.7 | 59 | -9 | 12.1 | +3.5 |
EAFG | Pacer Developed Markets Cash Cows Growth Leaders ETF | 6.6 | 65 | -15 | 3.7 | -4.9 |
DFSI | Dimensional International Sustainability Core 1 ETF | 6.6 | 24 | 26 | 6.6 | -2.0 |
PPIE | Putnam PanAgora ESG International Equity ETF | 6.5 | 49 | 1 | 7.6 | -1.0 |
DGT | SPDR Global Dow ETF | 6.5 | 50 | 0 | 7.5 | -1.1 |
INEQ | Columbia International Equity Income ETF | 6.4 | 45 | 5 | 8.7 | +0.2 |
VSGX | Vanguard ESG International Stock ETF | 6.3 | 12 | 38 | 8.0 | -0.6 |
DFIV | Dimensional International Value ETF | 6.3 | 27 | 23 | 10.2 | +1.7 |
MXI | iShares Global Materials ETF | 6.0 | 41 | 9 | 8.0 | -0.6 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 6.0 | 45 | 5 | 4.4 | -4.2 |
NATO | Themes Transatlantic Defense ETF | 5.9 | 35 | 15 | 2.8 | -5.8 |
FOWF | Pacer Solactive Whitney Fututre of Warfare ETF | 5.9 | 60 | -10 | 3.8 | -4.8 |
TPIF | Timothy Plan International ETF | 5.8 | 62 | -12 | 6.4 | -2.2 |
DFIC | Dimensional International Core Equity 2 ETF | 5.7 | 23 | 27 | 7.8 | -0.8 |
HART | IQ Healthy Hearts ETF | 5.6 | 45 | 5 | 6.6 | -2.0 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 5.6 | 39 | 11 | 14.0 | +5.5 |
DIM | WisdomTree International MidCap Dividend Fund | 5.5 | 58 | -8 | 7.8 | -0.8 |
SAGP | Strategas Global Policy Opportunities ETF | 5.5 | 65 | -15 | 5.4 | -3.2 |
IQDF | FlexShares International Quality Dividend Index Fund | 5.3 | 47 | 3 | 9.3 | +0.7 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 5.2 | 65 | -15 | 6.6 | -2.0 |
DSTX | Distillate International Fundamental Stability & Value ETF | 5.1 | 55 | -5 | 8.4 | -0.2 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 5.1 | 80 | -30 | 10.5 | +1.9 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 5.1 | 42 | 8 | 5.6 | -3.0 |
IXJ | iShares Global Healthcare ETF | 5.1 | 42 | 8 | 7.2 | -1.4 |
IXG | iShares Global Financials ETF | 5.0 | 42 | 8 | 6.8 | -1.8 |
EXI | iShares Global Industrials ETF | 5.0 | 42 | 8 | 4.6 | -4.0 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 5.0 | 47 | 3 | 8.6 | -0.0 |
IVAL | Alpha Architect International Quantitative Value ETF | 4.9 | 49 | 1 | 11.5 | +2.9 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 4.9 | 80 | -30 | 5.1 | -3.5 |
WLDR | Affinity World Leaders Equity ETF | 4.8 | 67 | -17 | 7.9 | -0.7 |
AVSD | Avantis Responsible International Equity ETF | 4.8 | 23 | 27 | 5.9 | -2.7 |
JXI | iShares Global Utilities ETF | 4.7 | 43 | 7 | 5.9 | -2.7 |
OCEN | IQ Clean Oceans ETF | 4.4 | 45 | 5 | 6.6 | -2.0 |
IOO | iShares Global 100 ETF | 4.4 | 41 | 9 | 5.2 | -3.4 |
TOKE | Cambria Cannabis ETF | 4.4 | 42 | 8 | -0.3 | -8.9 |
AVDE | Avantis International Equity ETF | 4.4 | 23 | 27 | 7.9 | -0.7 |
CANC | Tema Oncology ETF | 4.3 | 75 | -25 | -2.6 | -11.2 |
CGGO | Capital Group Global Growth Equity ETF | 4.3 | 47 | 3 | 4.9 | -3.7 |
KROP | Global X AgTech & Food Innovation ETF | 4.3 | 50 | 0 | 6.3 | -2.3 |
DMAT | Global X Disruptive Materials ETF | 4.2 | 59 | -9 | 10.7 | +2.1 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 4.2 | 75 | -25 | 2.8 | -5.8 |
ABLG | Abacus FCF International Leaders ETF | 4.2 | 59 | -9 | 6.2 | -2.4 |
HRTS | Tema GLP-1 Obesity & Cardiometabolic ETF | 4.1 | 75 | -25 | 1.0 | -7.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 4.1 | 30 | 20 | 6.2 | -2.4 |
BKCI | BNY Mellon Concentrated International ETF | 4.0 | 80 | -30 | 5.1 | -3.5 |
TOK | iShares MSCI Kokusai ETF | 4.0 | 26 | 24 | 5.3 | -3.3 |
KOCG | FIS Knights of Columbus Global Belief ETF | 3.9 | 75 | -25 | 5.1 | -3.5 |
WWJD | Inspire International ETF | 3.8 | 80 | -30 | 7.4 | -1.2 |
URTH | iShares MSCI World ETF | 3.8 | 24 | 26 | 5.4 | -3.2 |
DEW | WisdomTree Global High Dividend Fund | 3.7 | 58 | -8 | 8.8 | +0.2 |
TMFG | Motley Fool Global Opportunities ETF | 3.6 | 85 | -35 | 3.8 | -4.8 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 3.6 | 9 | 41 | 5.4 | -3.2 |
CRTC | Xtrackers US National Critical Technologies ETF | 3.5 | 35 | 15 | 5.1 | -3.5 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 3.5 | 30 | 20 | 8.4 | -0.2 |
ACWI | iShares MSCI ACWI ETF | 3.4 | 32 | 18 | 5.8 | -2.8 |
KLMT | Invesco MSCI Global Climate 500 ETF | 3.4 | 10 | 40 | 6.0 | -2.6 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 3.4 | 46 | 4 | 5.5 | -3.1 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 3.3 | 49 | 1 | 6.2 | -2.4 |
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 | 6.1 | -2.5 |
RODE | Hartford Multifactor Diversified International ETF | 3.2 | 29 | 21 | 11.0 | +2.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 3.2 | 9 | 41 | 6.1 | -2.5 |
RGEF | Rockefeller Global Equity ETF | 3.2 | 55 | -5 | 5.1 | -3.5 |
JSTC | Adasina Social Justice All Cap Global ETF | 3.2 | 89 | -39 | 4.5 | -4.1 |
CGDV | Capital Group Dividend Value ETF | 3.2 | 33 | 17 | 4.8 | -3.8 |
COPY | Tweedy, Browne Insider + Value ETF | 3.1 | 80 | -30 | 12.6 | +4.0 |
CZAR | Themes Natural Monopoly ETF | 3.1 | 35 | 15 | 5.6 | -3.0 |
FDFF | Fidelity Disruptive Finance ETF | 3.1 | 50 | 0 | 4.1 | -4.5 |
GLOF | iShares Global Equity Factor ETF | 3.1 | 20 | 30 | 6.9 | -1.7 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 3.1 | 49 | 1 | 4.6 | -4.0 |
VT | Vanguard Total World Stock ETF | 3.0 | 7 | 43 | 6.2 | -2.4 |
GMET | VanEck Green Metals ETF | 3.0 | 63 | -13 | 10.7 | +2.1 |
ICOP | iShares Copper and Metals Mining ETF | 3.0 | 47 | 3 | 9.8 | +1.2 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 3.0 | 20 | 30 | 5.9 | -2.7 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 2.9 | 56 | -6 | 12.3 | +3.7 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 2.9 | 47 | 3 | 5.8 | -2.8 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 2.8 | 58 | -8 | 5.0 | -3.6 |
BCDF | Horizon Kinetics Blockchain Development ETF | 2.7 | 85 | -35 | 4.0 | -4.6 |
WRND | IQ Global Equity R&D Leaders ETF | 2.7 | 18 | 32 | 8.9 | +0.3 |
NBCC | Neuberger Berman Next Generation Connected Consumer ETF | 2.7 | 56 | -6 | 2.6 | -6.0 |
GCOW | Pacer Global Cash Cows Dividend ETF | 2.7 | 60 | -10 | 11.1 | +2.5 |
CLNR | IQ Cleaner Transport ETF | 2.6 | 45 | 5 | 6.9 | -1.7 |
SHLD | Global X Defense Tech ETF | 2.6 | 50 | 0 | 3.4 | -5.2 |
ION | ProShares S&P Global Core Battery Metals ETF | 2.5 | 58 | -8 | 12.6 | +4.0 |
HAP | VanEck Natural Resources ETF | 2.4 | 50 | 0 | 10.1 | +1.5 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 2.4 | 80 | -30 | 4.6 | -4.0 |
IQRA | IQ CBRE Real Assets ETF | 2.4 | 65 | -15 | 5.7 | -2.9 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.4 | 12 | 38 | 5.3 | -3.3 |
CGUS | Capital Group Core Equity ETF | 2.4 | 33 | 17 | 4.6 | -4.0 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 2.3 | 65 | -15 | 8.2 | -0.4 |
GINN | Goldman Sachs Innovate Equity ETF | 2.3 | 52 | -2 | 4.1 | -4.5 |
BLES | Inspire Global Hope ETF | 2.3 | 61 | -11 | 6.9 | -1.7 |
RSHO | Tema American Reshoring ETF | 2.2 | 75 | -25 | 4.9 | -3.7 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 2.2 | 70 | -20 | 4.9 | -3.7 |
IGF | iShares Global Infrastructure ETF | 2.2 | 41 | 9 | 4.7 | -3.9 |
GII | SPDR S&P Global Infrastructure ETF | 2.2 | 40 | 10 | 4.7 | -3.9 |
RXI | iShares Global Consumer Discretionary ETF | 2.2 | 41 | 9 | 8.9 | +0.3 |
OAIM | OneAscent International Equity ETF | 2.2 | 95 | -45 | 6.2 | -2.4 |
VIDI | Vident International Equity Strategy ETF | 2.1 | 61 | -11 | 11.3 | +2.7 |
XT | iShares Exponential Technologies ETF | 2.1 | 46 | 4 | 5.6 | -3.0 |
PEX | ProShares Global Listed Private Equity ETF | 2.1 | 81 | -31 | 10.6 | +2.0 |
PSP | Invesco Global Listed Private Equity ETF | 2.1 | 106 | -56 | 5.8 | -2.8 |
INFL | Horizon Kinetics Inflation Beneficiaries ETF | 2.0 | 85 | -35 | 3.9 | -4.7 |
FPXI | First Trust International Equity Opportunities ETF | 1.9 | 70 | -20 | 3.6 | -5.0 |
COPX | Global X Copper Miners ETF | 1.7 | 65 | -15 | 8.8 | +0.2 |
COPA | Themes Copper Miners ETF | 1.7 | 35 | 15 | 7.4 | -1.2 |
PIO | Invesco Global Water ETF | 1.5 | 75 | -25 | 4.8 | -3.8 |
IXP | iShares Global Comm Services ETF | 1.5 | 42 | 8 | 6.3 | -2.3 |
CCNR | ALPS CoreCommodity Natural Resources ETF | 1.4 | 39 | 11 | 12.1 | +3.5 |
CGV | Conductor Global Equity Value ETF | 1.3 | 130 | -80 | 9.3 | +0.7 |
FPAG | FPA Global Equity ETF | 1.3 | 49 | 1 | 6.1 | -2.5 |
EV | Mast Global Battery Recycling & Production ETF | 1.3 | 65 | -15 | 10.8 | +2.2 |
AFK | VanEck Africa Index ETF | 1.3 | 98 | -48 | 12.3 | +3.7 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 1.2 | 39 | 11 | 6.2 | -2.4 |
GLBL | Pacer MSCI World Industry Advantage ETF | 1.2 | 65 | -15 | 4.5 | -4.1 |
NXTG | First Trust Indxx NextG ETF | 1.1 | 70 | -20 | 5.6 | -3.0 |
ISHP | First Trust Nasdaq Retail ETF | 1.1 | 60 | -10 | 5.8 | -2.8 |
DTEC | ALPS Disruptive Technologies ETF | 1.1 | 50 | 0 | 3.8 | -4.8 |
TEMP | JPMorgan Climate Change Solutions ETF | 1.0 | 49 | 1 | 5.9 | -2.7 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 1.0 | 59 | -9 | 5.8 | -2.8 |
ICLN | iShares Global Clean Energy ETF | 1.0 | 41 | 9 | 6.0 | -2.6 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 1.0 | 75 | -25 | 8.1 | -0.5 |
FDNI | First Trust Dow Jones International Internet ETF | 0.9 | 65 | -15 | 19.3 | +10.7 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.9 | 60 | -10 | 8.5 | -0.1 |
WDIV | SPDR S&P Global Dividend ETF | 0.9 | 40 | 10 | 9.7 | +1.2 |
DISV | Dimensional International Small Cap Value ETF | 0.8 | 42 | 8 | 9.8 | +1.2 |
DFIS | Dimensional International Small Cap ETF | 0.8 | 39 | 11 | 7.8 | -0.8 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 0.8 | 75 | -25 | 8.0 | -0.6 |
EBLU | Ecofin Global Water ESG Fund | 0.8 | 40 | 10 | 4.3 | -4.3 |
AQWA | Global X Clean Water ETF | 0.8 | 50 | 0 | 5.0 | -3.6 |
CGW | Invesco S&P Global Water Index ETF | 0.8 | 57 | -7 | 4.7 | -3.9 |
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 | 10.6 | +2.0 |
LUX | Tema Luxury ETF | 0.7 | 75 | -25 | 4.3 | -4.3 |
FINE | Themes European Luxury ETF | 0.7 | 35 | 15 | 6.7 | -1.9 |
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 | 8.4 | -0.2 |
DFGR | Dimensional Global Real Estate ETF | 0.7 | 22 | 28 | 7.4 | -1.2 |
ERET | iShares Environmentally Aware Real Estate ETF | 0.7 | 30 | 20 | 7.5 | -1.1 |
IFGL | iShares International Developed Real Estate ETF | 0.7 | 48 | 2 | 7.3 | -1.3 |
REET | iShares Global REIT ETF | 0.7 | 14 | 36 | 7.5 | -1.1 |
RWO | SPDR Dow Jones Global Real Estate ETF | 0.7 | 50 | 0 | 7.0 | -1.6 |
RWX | SPDR Dow Jones International Real Estate ETF | 0.7 | 59 | -9 | 7.1 | -1.5 |
VGSR | Vert Global Sustainable Real Estate ETF | 0.7 | 47 | 3 | 7.2 | -1.4 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 0.7 | 12 | 38 | 8.3 | -0.3 |
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 |
AIQ | Global X Artificial Intelligence & Technology ETF | 0.6 | 68 | -18 | 4.2 | -4.4 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 0.6 | 38 | 12 | 4.8 | -3.8 |
BOTT | Themes Robotics & Automation ETF | 0.6 | 35 | 15 | 5.1 | -3.5 |
KNCT | Invesco Next Gen Connectivity ETF | 0.5 | 40 | 10 | 5.2 | -3.4 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 0.5 | 49 | 1 | 6.3 | -2.3 |
SDIV | Global X Superdividend ETF | 0.5 | 58 | -8 | 42.2 | +33.6 |
HTEC | ROBO Global Healthcare Technology and Innovation ETF | 0.5 | 68 | -18 | 2.6 | -6.0 |
AGNG | Global X Aging Population ETF | 0.5 | 50 | 0 | 5.0 | -3.6 |
MDEV | First Trust Indxx Medical Devices ETF | 0.5 | 70 | -20 | 4.3 | -4.3 |
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 | 8.7 | +0.1 |
IGPT | Invesco AI and Next Gen Software ETF | 0.4 | 60 | -10 | 4.8 | -3.8 |
BPAY | BlackRock Future Financial and Technology ETF | 0.4 | 70 | -20 | 7.3 | -1.3 |
FINX | Global X FinTech ETF | 0.4 | 68 | -18 | 2.5 | -6.1 |
IPAY | ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund | 0.4 | 75 | -25 | 4.4 | -4.2 |
CRIT | Optica Rare Earths & Critical Materials ETF Optica Rare Eart | 0.3 | 85 | -35 | 10.5 | +1.9 |
EMC | Global X Emerging Markets Great Consumer ETF | 0.3 | 75 | -25 | 8.2 | -0.4 |
EMM | Global X Emerging Markets ex-China ETF | 0.3 | 75 | -25 | 6.0 | -2.6 |
SETM | Sprott Energy Transition Materials ETF | 0.3 | 65 | -15 | 4.4 | -4.2 |
BATT | Amplify Lithium & Battery Technology ETF | 0.3 | 59 | -9 | 3.7 | -4.9 |
BINV | Brandes International ETF | 0.3 | 70 | -20 | 9.9 | +1.3 |
PRNT | 3D Printing ETF | 0.3 | 66 | -16 | 1.4 | -7.2 |
JGLO | JPMorgan Global Select Equity ETF | 0.3 | 33 | 17 | 5.1 | -3.5 |
CUT | Invesco MSCI Global Timber ETF | 0.3 | 61 | -11 | 10.1 | +1.5 |
WOOD | iShares Global Timber & Forestry ETF | 0.3 | 42 | 8 | 11.8 | +3.3 |
EIRL | iShares MSCI Ireland ETF | 0.2 | 50 | 0 | 8.8 | +0.2 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.2 | 49 | 1 | 7.4 | -1.2 |
IBUY | Amplify Online Retail ETF | 0.2 | 65 | -15 | 3.0 | -5.6 |
IVEG | iShares Emergent Food and AgTech Multisector ETF | 0.2 | 47 | 3 | 9.0 | +0.4 |
IXN | iShares Global Tech ETF | 0.2 | 41 | 9 | 4.1 | -4.5 |
DINT | Davis Select International ETF | 0.2 | 55 | -5 | 8.2 | -0.4 |
DWLD | Davis Select Worldwide ETF | 0.2 | 63 | -13 | 7.6 | -1.0 |
BNGE | First Trust S-Network Streaming and Gaming ETF | 0.2 | 70 | -20 | 3.2 | -5.4 |
BJK | VanEck Gaming ETF | 0.2 | 65 | -15 | 4.3 | -4.3 |
BETZ | Roundhill Sports Betting & iGaming ETF | 0.2 | 75 | -25 | 2.2 | -6.4 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 0.2 | 60 | -10 | 2.3 | -6.3 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.1 | 20 | 30 | 5.8 | -2.8 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.1 | 33 | 17 | 10.5 | +1.9 |
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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