iShares MSCI Eurozone ETF
ALTAR
Score™		 5.8% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 16.8x P/Sales
ratio		 1.7x
P/BV
ratio		 2.2x Div.
yield		 2.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares MSCI EMU Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the European Monetary Union (EMU) markets, as measured by the MSCI EMU Index.

FUND BASICS
Category International Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date Jul 25, 2000
Assets (mns) $9,324
Currency USD
Expense ratio 52 bp
Distributions Semi-Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication n/a
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 225
Wgt avg mkt cap (mns) $121,712
Large cap (>$10bn) 96.0%
Mid cap ($2-10bn) 3.8%
Small cap (<$2bn) 0.0%
Developed mkts 99.9%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ASML HOLDING NV 6.6 %
SAP AG 3.5 %
SIEMENS AG-REG 3.0 %
LVMH MOET HENNESSY LOUIS VUI 2.6 %
BANCO SANTANDER SA 2.4 %
ALLIANZ SE-REG 2.3 %
SCHNEIDER ELECTRIC SA 2.0 %
IBERDROLA SA 1.9 %
EADS NV 1.9 %
BANCO BILBAO VIZCAYA ARGENTA 1.8 %
Total 27.9 %

TOP COUNTRY EXPOSURE
GERMANY 26.4 %
FRANCE 26.4 %
NETHERLANDS 17.1 %
SPAIN 10.6 %
ITALY 8.4 %
FINLAND 3.1 %
BELGIUM 2.5 %
IRELAND 1.6 %
AUSTRIA 0.8 %
BRITAIN 0.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
40.0% 40.0% 10.7% 9.1% 4.3%

Market Correlations
versus... Beta R-squared
S&P500 0.70 55%
MSCI EAFE 1.07 92%
MSCI Emg. Mkts. 0.80 59%

Technical Indicators
Recent close $64.93
30d moving avg. $64.39
Annualized volatility 17.4%
Short interest (ETF) 0.9%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 1,541
Turnover 1.1%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $9,009

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 454 potential alternatives to the iShares MSCI Eurozone ETF ETF based on the alternatives' overlap in portfolio holdings with EZU. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EZU Expense: 52 bp ALTAR Score™: 5.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EZU
Ticker Fund
Name		 Overlap1
vs EZU
(%)		 Expense
ratio
(bp)		 Savings
vs EZU
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EZU
(%)
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 84.0 45 7 6.2 +0.4
FEZ SPDR EURO STOXX 50 ETF 66.4 29 23 5.7 -0.1
IEV iShares Europe ETF 52.3 67 -15 5.8 +0.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 49.3 46 6 6.0 +0.2
BBEU JPMorgan BetaBuilders Europe ETF 49.1 9 43 6.3 +0.5
FLEE Franklin FTSE Europe ETF 48.7 9 43 6.3 +0.6
IEUR iShares Core MSCI Europe ETF 48.3 11 41 6.4 +0.6
VGK Vanguard FTSE Europe ETF 46.1 6 46 6.5 +0.7
SPEU SPDR Portfolio Europe ETF 45.7 7 45 6.4 +0.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 43.9 25 27 6.5 +0.7
HEDJ WisdomTree Europe Hedged Equity Fund 41.5 58 -6 5.8 -0.0
EFG iShares MSCI EAFE Growth ETF 36.7 36 16 3.7 -2.1
DIVI Franklin International Core Dividend Tilt Index ETF 36.4 9 43 7.0 +1.2
DMXF iShares ESG Advanced MSCI EAFE ETF 35.8 12 40 5.1 -0.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 35.8 20 32 5.5 -0.3
EFA iShares MSCI EAFE ETF 35.5 35 17 5.8 +0.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 34.3 35 17 5.8 +0.0
EFV iShares MSCI EAFE Value ETF 34.2 34 18 7.8 +2.1
ESGD iShares ESG Aware MSCI EAFE ETF 34.1 20 32 5.8 +0.0
IMTM iShares MSCI Intl Momentum Factor ETF 34.0 30 22 4.7 -1.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 33.9 14 38 5.6 -0.2
JIRE JPMorgan International Research Enhanced Equity ETF 33.0 24 28 6.3 +0.6
DOL WisdomTree International LargeCap Dividend Fund 32.6 48 4 6.2 +0.4
IVLU iShares MSCI Intl Value Factor ETF 32.5 30 22 8.8 +3.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 32.4 36 16 5.9 +0.1
STXI Strive International Developed Markets ETF 32.1 29 23 5.7 -0.1
JIVE JPMorgan International Value ETF 31.7 55 -3 9.6 +3.9
JHMD John Hancock Multifactor Developed International ETF 31.5 39 13 6.6 +0.8
FENI Fidelity Enhanced International ETF 30.6 28 24 5.7 -0.1
IDMO Invesco S&P International Developed Momentum ETF 30.3 25 27 5.2 -0.6
HFXI IQ FTSE International Equity Currency Neutral ETF 30.3 20 32 6.0 +0.2
IEFA iShares Core MSCI EAFE ETF 30.2 7 45 6.2 +0.4
GSID Goldman Sachs MarketBeta International Equity ETF 30.2 20 32 5.9 +0.1
OEFA ALPS O’Shares International Developed Quality Dividend ETF 30.1 48 4 4.6 -1.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 29.8 30 22 6.1 +0.3
EWQ iShares MSCI France ETF 29.7 53 -1 6.3 +0.5
FEUZ First Trust Eurozone AlphaDEX ETF 28.9 80 -28 6.7 +0.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 28.7 25 27 6.3 +0.5
IQLT iShares MSCI Intl Quality Factor ETF 28.3 30 22 5.4 -0.4
DWM WisdomTree International Equity Fund 28.2 48 4 6.4 +0.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 28.1 40 12 6.5 +0.7
IQSI IQ Candriam International Equity ETF 27.9 15 37 5.7 -0.1
CGIE Capital Group International Equity ETF 27.8 54 -2 4.3 -1.5
BKIE BNY Mellon International Equity ETF 27.0 4 48 6.1 +0.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 26.9 12 40 5.3 -0.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 26.9 58 -6 5.9 +0.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 26.9 20 32 5.7 -0.1
SCHF Schwab International Equity ETF 26.8 6 46 6.3 +0.5
IDEV iShares Core MSCI International Developed Markets ETF 26.7 4 48 6.1 +0.4
EWG iShares MSCI Germany ETF 26.5 50 2 5.9 +0.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 26.4 45 7 7.5 +1.8
NUDM Nuveen ESG International Developed Markets Equity ETF 26.3 31 21 5.8 +0.1
FLGR Franklin FTSE Germany ETF 26.1 9 43 6.6 +0.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 25.6 58 -6 6.0 +0.2
IQDG WisdomTree International Quality Dividend Growth Fund 25.5 42 10 6.1 +0.3
DAX Global X DAX Germany ETF 25.2 21 31 6.4 +0.6
CIL VictoryShares International Volatility Wtd ETF 24.9 45 7 5.8 +0.0
EUFN iShares MSCI Europe Financials ETF 24.9 51 1 6.9 +1.1
IDHQ Invesco S&P International Developed High Quality ETF 24.9 29 23 5.4 -0.4
DIHP Dimensional International High Profitability ETF 24.4 29 23 5.8 +0.1
INTF iShares International Equity Factor ETF 24.4 15 37 6.6 +0.8
VEA Vanguard FTSE Developed Markets ETF 24.4 3 49 6.2 +0.4
SPDW SPDR Portfolio Developed World ex-US ETF 24.3 3 49 6.1 +0.3
PATN Pacer Nasdaq International Patent Leaders ETF 24.3 65 -13 4.6 -1.1
FNDF Schwab Fundamental International Large Co. Index ETF 24.2 25 27 8.2 +2.4
DFSI Dimensional International Sustainability Core 1 ETF 23.5 24 28 5.5 -0.3
DFAI Dimensional International Core Equity Market ETF 23.5 18 34 6.1 +0.3
DFIV Dimensional International Value ETF 23.3 27 25 8.1 +2.4
DTH WisdomTree International High Dividend Fund 22.9 58 -6 7.5 +1.7
PPIE Putnam PanAgora ESG International Equity ETF 22.3 49 3 7.0 +1.2
FIVA Fidelity International Value Factor ETF 21.8 18 34 8.1 +2.3
CWI SPDR MSCI ACWI ex-US ETF 21.7 30 22 6.5 +0.7
DFIC Dimensional International Core Equity 2 ETF 21.6 23 29 6.4 +0.6
ACWX iShares MSCI ACWI ex U.S. ETF 21.6 34 18 6.5 +0.7
QINT American Century Quality Diversified International ETF 21.6 39 13 6.2 +0.4
TPIF Timothy Plan International ETF 21.4 62 -10 5.4 -0.4
VYMI Vanguard International High Dividend Yield ETF 20.9 17 35 8.2 +2.5
OSEA Harbor International Compounders ETF 20.7 55 -3 4.4 -1.4
AVDE Avantis International Equity ETF 20.4 23 29 6.4 +0.6
AVSD Avantis Responsible International Equity ETF 20.3 23 29 4.7 -1.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 20.3 41 11 6.5 +0.7
FEP First Trust Europe AlphaDEX Fund 19.8 80 -28 7.0 +1.2
LVHI Franklin International Low Volatility High Dividend Index ET 19.8 40 12 9.2 +3.5
IMFL Invesco International Developed Dynamic Multifactor ETF 19.6 34 18 5.0 -0.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 19.6 42 10 5.6 -0.1
AVIV Avantis International Large Cap Value ETF 19.3 25 27 7.5 +1.7
VEU Vanguard FTSE All-World ex-US Index Fund 19.1 4 48 6.9 +1.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 19.0 22 30 5.6 -0.2
UMMA Wahed Dow Jones Islamic World ETF 18.9 65 -13 3.9 -1.8
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 18.5 58 -6 7.3 +1.5
IXUS iShares Core MSCI Total International Stock ETF 18.5 7 45 6.8 +1.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 18.4 18 34 6.5 +0.7
VWID Virtus WMC International Dividend ETF 18.3 49 3 7.4 +1.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 18.0 39 13 6.9 +1.1
DXIV Dimensional International Vector Equity ETF 18.0 34 18 6.7 +0.9
VXUS Vanguard Total International Stock ETF 17.8 5 47 6.9 +1.1
DTAN Sparkline International Intangible Value ETF 17.3 55 -3 7.5 +1.8
RFDI First Trust Riverfront Dynamic Developed International ETF 17.0 83 -31 8.1 +2.3
BKCI BNY Mellon Concentrated International ETF 16.8 80 -28 4.6 -1.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 16.7 39 13 5.8 +0.0
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 16.7 9 43 8.4 +2.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 16.6 32 20 5.5 -0.3
IGRO iShares International Dividend Growth ETF 16.5 15 37 6.3 +0.5
VSGX Vanguard ESG International Stock ETF 16.4 10 42 6.7 +0.9
EXI iShares Global Industrials ETF 15.1 42 10 3.7 -2.1
UIVM VictoryShares International Value Momentum ETF 15.1 35 17 7.6 +1.8
ITOL Tema International Durable Quality ETF 14.9 60 -8 4.8 -1.0
EUDV ProShares MSCI Europe Dividend Growers ETF 14.9 55 -3 5.5 -0.3
DWMF WisdomTree International Multifactor Fund 14.8 38 14 6.5 +0.7
CGXU Capital Group International Focus Equity ETF 14.5 54 -2 4.8 -1.0
EWN iShares MSCI Netherlands ETF 14.5 50 2 4.7 -1.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 14.3 30 22 6.6 +0.9
INEQ Columbia International Equity Income ETF 14.2 45 7 7.6 +1.8
FIDI Fidelity International High Dividend ETF 14.0 18 34 7.5 +1.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 13.8 80 -28 5.5 -0.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 13.7 29 23 6.9 +1.2
JIG JPMorgan International Growth ETF 13.6 55 -3 4.0 -1.8
CGGO Capital Group Global Growth Equity ETF 13.5 47 5 3.8 -2.0
DEW WisdomTree Global High Dividend Fund 13.5 58 -6 7.6 +1.8
DGT State Street SPDR Global Dow ETF 13.5 50 2 6.0 +0.3
WWJD Inspire International ETF 13.0 80 -28 6.5 +0.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 12.9 24 28 6.4 +0.7
RCGE RockCreek Global Equality ETF 12.9 95 -43 6.1 +0.4
JHID John Hancock International High Dividend ETF 12.6 46 6 8.4 +2.6
FGM First Trust Germany AlphaDEX Fund 12.5 80 -28 6.0 +0.2
CGDG Capital Group Dividend Growers ETF 12.4 47 5 5.4 -0.3
JPIN J.P. Morgan Diversified Return International Equity ETF 12.3 37 15 7.3 +1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 12.2 65 -13 7.3 +1.5
IXG iShares Global Financials ETF 12.1 42 10 6.0 +0.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 11.9 80 -28 3.5 -2.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 11.6 65 -13 9.8 +4.0
GCOW Pacer Global Cash Cows Dividend ETF 11.5 60 -8 9.7 +3.9
IDLV Invesco S&P International Developed Low Volatility ETF 11.3 25 27 6.2 +0.5
EFAD ProShares MSCI EAFE Dividend Growers ETF 11.2 50 2 5.5 -0.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 11.1 47 5 7.0 +1.3
CLNR IQ Cleaner Transport ETF 10.8 45 7 4.9 -0.9
IQDF FlexShares International Quality Dividend Index Fund 10.8 47 5 7.6 +1.9
FICS First Trust International Developed Capital Strength ETF 10.7 70 -18 6.5 +0.7
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 10.7 65 -13 4.0 -1.8
RXI iShares Global Consumer Discretionary ETF 10.7 41 11 7.3 +1.6
EWP iShares MSCI Spain ETF 10.6 50 2 6.0 +0.3
OCEN IQ Clean Oceans ETF 10.5 45 7 5.1 -0.7
WRND IQ Global Equity R&D Leaders ETF 10.4 18 34 6.7 +0.9
SCHY Schwab International Dividend Equity ETF 10.2 14 38 8.8 +3.1
IMOM Alpha Architect International Quantitative Momentum ETF 10.2 49 3 3.9 -1.9
IDOG ALPS International Sector Dividend Dogs ETF 10.1 50 2 10.8 +5.1
FDEV Fidelity International Multifactor ETF 9.9 18 34 6.6 +0.8
QWLD SPDR MSCI World StrategicFactors ETF 9.9 30 22 5.2 -0.6
ESGG FlexShares STOXX Global ESG Select Index Fund 9.8 42 10 4.8 -1.0
IDV iShares International Select Dividend ETF 9.6 51 1 9.5 +3.7
TOK iShares MSCI Kokusai ETF 9.2 26 26 4.4 -1.4
VIGI Vanguard International Dividend Appreciation ETF 9.0 10 42 5.8 +0.0
KOKU Xtrackers MSCI Kokusai Equity ETF 8.8 9 43 4.6 -1.2
EWI iShares MSCI Italy ETF 8.8 50 2 8.8 +3.1
URTH iShares MSCI World ETF 8.8 24 28 4.5 -1.3
GEW Cambria Global EW ETF 8.7 29 23 5.4 -0.4
BLES Inspire Global Hope ETF 8.6 61 -9 6.1 +0.3
XT iShares Exponential Technologies ETF 8.0 46 6 4.3 -1.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 7.9 58 -6 3.8 -1.9
KOCG FIS Knights of Columbus Global Belief ETF 7.9 75 -23 4.4 -1.4
JGLO JPMorgan Global Select Equity ETF 7.9 33 19 4.4 -1.4
KLMT Invesco MSCI Global Climate 500 ETF 7.8 10 42 5.1 -0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.8 25 27 5.5 -0.3
ACWI iShares MSCI ACWI ETF 7.8 32 20 4.8 -1.0
BINV Brandes International ETF 7.7 70 -18 8.4 +2.6
IOO iShares Global 100 ETF 7.6 41 11 4.0 -1.8
FDD First Trust Stoxx European Select Dividend Index Fund 7.6 58 -6 9.9 +4.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 7.5 47 5 5.8 +0.1
MOTG VanEck Morningstar Global Wide Moat ETF 7.4 52 0 8.8 +3.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.3 20 32 4.9 -0.9
WLDR Affinity World Leaders Equity ETF 7.3 67 -15 6.5 +0.7
DIM WisdomTree International MidCap Dividend Fund 7.2 58 -6 6.5 +0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.1 9 43 5.0 -0.8
POW VistaShares Electrification Supercycle ETF 6.9 75 -23 2.8 -2.9
CZAR Themes Natural Monopoly ETF 6.9 35 17 5.0 -0.8
DWX SPDR S&P International Dividend ETF 6.8 45 7 6.8 +1.1
GLOF iShares Global Equity Factor ETF 6.8 20 32 6.0 +0.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 6.7 80 -28 7.3 +1.5
MOTI VanEck Morningstar International Moat ETF 6.7 58 -6 9.3 +3.5
VT Vanguard Total World Stock ETF 6.7 6 46 5.2 -0.6
AIVI WisdomTree International AI Enhanced Value Fund 6.6 58 -6 6.2 +0.4
EFAS Global X MSCI SuperDividend EAFE ETF 6.4 57 -5 7.7 +2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.4 12 40 4.4 -1.3
NATO Themes Transatlantic Defense ETF 6.3 35 17 1.6 -4.2
GDFN Tema International Defense Innov ETF 6.3 75 -23 2.0 -3.8
FAN First Trust Global Wind Energy ETF 6.3 60 -8 3.8 -2.0
FEOE First Eagle Overseas Equity ETF 6.2 79 -27 6.0 +0.2
JXI iShares Global Utilities ETF 6.2 43 9 5.3 -0.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 6.1 60 -8 3.2 -2.5
VIDI Vident International Equity Strategy ETF 6.0 61 -9 9.2 +3.4
AGQI First Trust Active Global Quality Income ETF 5.9 85 -33 4.6 -1.2
TTAI FCF International Quality ETF 5.6 59 -7 6.5 +0.7
IXJ iShares Global Healthcare ETF 5.6 42 10 5.8 -0.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 5.5 56 -4 10.1 +4.4
IPKW Invesco International BuyBack Achievers ETF 5.5 55 -3 8.0 +2.3
LOUP Innovator Deepwater Frontier Tech ETF 5.4 70 -18 0.7 -5.1
RGEF Rockefeller Global Equity ETF 5.4 55 -3 4.0 -1.8
NETZ TCW Transform Systems ETF 5.3 75 -23 2.0 -3.8
MOTO SmartETFs Smart Transportation & Technology ETF 5.3 68 -16 5.5 -0.2
FYLD Cambria Foreign Shareholder Yield ETF 5.3 59 -7 10.3 +4.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 5.3 79 -27 4.5 -1.3
KXI iShares Global Consumer Staples ETF 5.2 41 11 5.1 -0.6
PCGG Polen Capital Global Growth ETF 5.2 85 -33 3.6 -2.2
CLOD Themes Cloud Computing ETF 5.1 35 17 3.1 -2.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 5.1 70 -18 3.3 -2.4
ICPY Tweedy, Browne International Insider Value ETF 5.0 80 -28 10.0 +4.2
OAIM OneAscent International Equity ETF 5.0 95 -43 4.7 -1.1
JSTC Adasina Social Justice All Cap Global ETF 5.0 89 -37 4.3 -1.5
DSTX Distillate International Fundamental Stability & Value ETF 4.9 55 -3 6.7 +1.0
FEGE First Eagle Global Equity ETF 4.8 79 -27 5.7 -0.1
FINE Themes European Luxury ETF 4.7 35 17 6.5 +0.7
TINY ProShares Nanotechnology ETF 4.5 58 -6 2.7 -3.1
DFIS Dimensional International Small Cap ETF 4.5 39 13 6.2 +0.4
IXN iShares Global Tech ETF 4.5 41 11 3.0 -2.8
GII SPDR S&P Global Infrastructure ETF 4.5 40 12 4.4 -1.3
IGF iShares Global Infrastructure ETF 4.5 41 11 4.4 -1.3
IQRA IQ CBRE Real Assets ETF 4.4 65 -13 5.4 -0.4
COPY Tweedy, Browne Insider + Value ETF 4.3 80 -28 10.3 +4.6
IBAT iShares Energy Storage & Materials ETF 4.2 47 5 2.4 -3.4
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 4.2 75 -23 6.6 +0.8
CARZ First Trust NASDAQ Global Auto Index Fund 4.2 70 -18 3.4 -2.4
GINN Goldman Sachs Innovate Equity ETF 4.2 52 0 3.3 -2.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.1 45 7 2.2 -3.6
FPAG FPA Global Equity ETF 3.9 49 3 5.0 -0.8
PRNT 3D Printing ETF 3.8 66 -14 1.7 -4.1
DIVS SmartETFs Dividend Builder ETF 3.7 65 -13 4.6 -1.2
MXI iShares Global Materials ETF 3.7 41 11 6.1 +0.4
SHPP Pacer Industrials and Logistics ETF 3.6 60 -8 7.7 +2.0
IXP iShares Global Comm Services ETF 3.6 42 10 5.5 -0.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.5 65 -13 -1.1 -6.9
ROBO ROBO Global Robotics & Automation Index ETF 3.5 95 -43 2.7 -3.0
VCLN Virtus Duff & Phelps Clean Energy ETF 3.5 59 -7 3.7 -2.1
TCAI Tortoise AI Infrastructure ETF 3.5 65 -13 1.9 -3.9
SMOG VanEck Low Carbon Energy ETF 3.4 61 -9 1.5 -4.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.4 45 7 1.6 -4.1
FBOT Fidelity Disruptive Automation ETF 3.4 50 2 2.8 -3.0
ACWV iShares MSCI Global Min Vol Factor ETF 3.4 20 32 5.4 -0.4
VOLT Tema Electrification ETF 3.3 75 -23 3.1 -2.7
NXTG First Trust Indxx NextG ETF 3.3 70 -18 4.4 -1.3
EFNL iShares MSCI Finland ETF 3.2 56 -4 5.9 +0.2
QTUM Defiance Quantum ETF 3.2 40 12 4.3 -1.5
GNR SPDR S&P Global Natural Resources ETF 3.1 40 12 8.9 +3.2
IPAV Global X Infrastructure Development ex-U.S. ETF 3.1 55 -3 5.9 +0.2
EWK iShares MSCI Belgium ETF 3.1 50 2 4.0 -1.8
AIQ Global X Artificial Intelligence & Technology ETF 3.0 68 -16 3.0 -2.8
HART IQ Healthy Hearts ETF 3.0 45 7 5.4 -0.4
ISCF iShares International SmallCap Equity Factor ETF 3.0 23 29 7.4 +1.6
HAP VanEck Natural Resources ETF 3.0 50 2 7.6 +1.8
AIVC Amplify Bloomberg AI Value Chain ETF 3.0 59 -7 4.5 -1.3
FDTX Fidelity Disruptive Technology ETF 3.0 50 2 2.2 -3.6
FID First Trust S&P International Dividend Aristocrats ETF 2.9 60 -8 7.3 +1.5
IXC iShares Global Energy ETF 2.9 44 8 9.2 +3.4
TOLL Tema Durable Quality ETF 2.9 75 -23 4.2 -1.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.8 46 6 8.1 +2.4
SNSR Global X Internet of Things ETF 2.8 68 -16 4.3 -1.5
WDIV SPDR S&P Global Dividend ETF 2.8 40 12 8.4 +2.6
FNDC Schwab Fundamental International Small Co. Index ETF 2.8 39 13 5.3 -0.5
JDOC JPMorgan Healthcare Leaders ETF 2.7 65 -13 3.4 -2.4
UFO Procure Space ETF 2.6 75 -23 0.0 -5.8
BWEB Bitwise Web3 ETF 2.6 85 -33 -0.1 -5.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -13 1.7 -4.1
CCNR ALPS CoreCommodity Natural Resources ETF 2.6 39 13 7.3 +1.5
KNCT Invesco Next Gen Connectivity ETF 2.6 40 12 4.0 -1.7
AKRE Akre Focus ETF 2.6 106 -54 3.5 -2.3
DTEC ALPS Disruptive Technologies ETF 2.5 50 2 3.5 -2.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.4 46 6 5.4 -0.4
IQM Franklin Intelligent Machines ETF 2.4 50 2 1.5 -4.3
SHLD Global X Defense Tech ETF 2.3 50 2 2.3 -3.5
ISHP First Trust Nasdaq Retail ETF 2.2 60 -8 5.2 -0.6
ICLN iShares Global Clean Energy ETF 2.2 41 11 2.8 -3.0
IVAL Alpha Architect International Quantitative Value ETF 2.2 49 3 9.0 +3.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.2 49 3 6.2 +0.4
IDNA iShares Genomics Immunology and Healthcare ETF 2.1 47 5 -2.9 -8.6
FPXI First Trust International Equity Opportunities ETF 2.1 70 -18 3.6 -2.2
DRIV Global X Autonomous & Electric Vehicles ETF 2.1 68 -16 4.1 -1.7
KNO AXS Knowledge Leaders ETF 2.1 78 -26 5.1 -0.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.1 75 -23 2.4 -3.4
ARTY iShares Future AI & Tech ETF 2.0 47 5 2.9 -2.9
GSIB Themes Global Systemically Important Banks ETF 2.0 35 17 8.4 +2.6
GLBL Pacer MSCI World Industry Advantage ETF 2.0 65 -13 3.6 -2.2
DISV Dimensional International Small Cap Value ETF 1.9 42 10 8.0 +2.2
FDNI First Trust Dow Jones International Internet ETF 1.9 65 -13 19.4 +13.6
DIVY Sound Equity Dividend Income ETF 1.7 45 7 9.2 +3.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.7 49 3 8.2 +2.4
EIPI FT Energy Income Partners Enhanced Income ETF 1.7 110 -58 6.3 +0.5
EIPX FT Energy Income Partners Strategy ETF 1.7 95 -43 7.2 +1.4
SDG iShares MSCI Global Sustainable Development Goals ETF 1.7 49 3 4.9 -0.9
PBD Invesco Global Clean Energy ETF 1.7 75 -23 0.6 -5.1
GINX SGI Enhanced Global Income ETF 1.6 98 -46 7.0 +1.2
ARKX ARK Space Exploration & Innovation ETF 1.6 75 -23 0.0 -5.7
WUGI AXS Esoterica NextG Economy ETF 1.5 75 -23 2.4 -3.4
JETS U.S. Global Jets ETF 1.5 60 -8 2.2 -3.6
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 -2 10.0 +4.2
EIRL iShares MSCI Ireland ETF 1.3 50 2 7.1 +1.4
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 -18 7.5 +1.8
SAGP Strategas Global Policy Opportunities ETF 1.2 65 -13 4.7 -1.1
DINT Davis Select International ETF 1.2 55 -3 6.9 +1.1
JADE JPMorgan Active Developing Markets Equity ETF 1.1 65 -13 6.5 +0.7
FDRR Fidelity Dividend ETF for Rising Rates 1.1 15 37 6.3 +0.5
DFNL Davis Select Financial ETF 1.1 63 -11 6.7 +1.0
DWLD Davis Select Worldwide ETF 1.1 63 -11 6.5 +0.8
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 4 2.0 -3.8
BMED Future Health ETF 1.1 85 -33 0.2 -5.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 -9 1.8 -4.0
CRTC Xtrackers US National Critical Technologies ETF 1.0 35 17 4.2 -1.6
TMFG Motley Fool Global Opportunities ETF 1.0 85 -33 3.6 -2.1
TRFK Pacer Data and Digital Revolution ETF 1.0 60 -8 2.7 -3.1
AIS VistaShares Artificial Intelligence Supercycle ETF 1.0 75 -23 1.9 -3.8
ANEW ProShares MSCI Transformational Changes ETF 1.0 45 7 4.7 -1.1
BULD Pacer BlueStar Engineering the Future ETF 1.0 60 -8 0.3 -5.5
LST Leuthold Select Industries ETF 1.0 91 -39 4.8 -0.9
WAR U.S. Global Tech and Aerospace & Defense ETF 0.9 60 -8 4.6 -1.2
FDFF Fidelity Disruptive Finance ETF 0.9 50 2 4.0 -1.8
IBUY Amplify Online Retail ETF 0.9 65 -13 1.4 -4.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.9 39 13 -1.3 -7.0
BUYZ Franklin Disruptive Commerce ETF 0.8 50 2 2.1 -3.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.8 33 19 8.2 +2.4
HELX Franklin Genomic Advancements ETF 0.8 50 2 -0.4 -6.1
BCDF Horizon Kinetics Blockchain Development ETF 0.8 85 -33 3.6 -2.1
ERTH Invesco MSCI Sustainable Future ETF 0.8 62 -10 3.2 -2.6
IFGL iShares International Developed Real Estate ETF 0.8 48 4 6.6 +0.8
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.8 12 40 8.0 +2.3
ERET iShares Environmentally Aware Real Estate ETF 0.8 30 22 7.0 +1.2
EWO iShares MSCI Austria ETF 0.8 50 2 8.0 +2.3
GVAL Cambria Global Value ETF 0.8 68 -16 9.2 +3.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.7 72 -20 -1.3 -7.0
MDEV First Trust Indxx Medical Devices ETF 0.7 70 -18 4.3 -1.5
IBOT Vaneck Robotics ETF 0.7 47 5 3.4 -2.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.7 35 17 3.7 -2.1
CGGR Capital Group Growth ETF 0.7 39 13 2.8 -3.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.7 68 -16 1.7 -4.1
WDNA WisdomTree BioRevolution Fund 0.7 45 7 -1.9 -7.7
FVD First Trust Value Line Dividend Index Fund 0.7 65 -13 5.7 -0.1
IDRV iShares Self-driving EV & Tech ETF 0.7 47 5 3.1 -2.6
AGNG Global X Aging Population ETF 0.6 50 2 4.0 -1.8
SUPL ProShares Supply Chain Logistics ETF 0.6 58 -6 9.5 +3.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.6 85 -33 2.9 -2.9
PKW Invesco Buyback Achievers ETF 0.6 62 -10 7.2 +1.4
STXM Strive Mid-Cap ETF 0.6 18 34 5.5 -0.3
FINX Global X FinTech ETF 0.6 68 -16 2.7 -3.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.6 75 -23 5.1 -0.7
BPAY BlackRock Future Financial and Technology ETF 0.6 70 -18 6.0 +0.2
FMED Fidelity Disruptive Medicine ETF 0.6 50 2 -0.6 -6.4
SRVR Pacer Data & Infrastructure Real Estate ETF 0.6 55 -3 4.2 -1.6
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.6 10 42 6.4 +0.6
MOO VanEck Agribusiness ETF 0.6 53 -1 9.5 +3.7
ARKF ARK Fintech Innovation ETF 0.6 75 -23 0.1 -5.7
FDHT Fidelity Digital Health ETF 0.6 39 13 1.3 -4.5
JEDI Defiance Drone and Modern Warfare ETF 0.5 69 -17 1.0 -4.8
RWO SPDR Dow Jones Global Real Estate ETF 0.5 50 2 6.6 +0.8
RWX SPDR Dow Jones International Real Estate ETF 0.5 59 -7 6.6 +0.8
APIE ActivePassive International Equity ETF 0.5 45 7 6.5 +0.7
AWAY ETFMG Travel Tech ETF 0.5 76 -24 -0.1 -5.9
FRNW Fidelity Clean Energy ETF 0.4 39 13 2.1 -3.7
REET iShares Global REIT ETF 0.4 14 38 7.2 +1.4
DFGR Dimensional Global Real Estate ETF 0.4 22 30 7.4 +1.6
VGSR Vert Global Sustainable Real Estate ETF 0.4 47 5 7.1 +1.3
IVRS iShares Future Metaverse Tech and Communications ETF 0.4 47 5 3.1 -2.7
CIBR First Trust NASDAQ Cybersecurity ETF 0.4 60 -8 3.7 -2.0
CZA Invesco Zacks Mid-Cap ETF 0.3 72 -20 6.8 +1.0
GURU Global X Guru Index ETF 0.3 75 -23 2.5 -3.3
JAVA JPMorgan Active Value ETF 0.3 44 8 5.6 -0.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.3 79 -27 5.0 -0.8
GOP Unusual Whales Subversive Republican Trading ETF 0.3 50 2 4.7 -1.1
APUE ActivePassive U.S. Equity ETF 0.3 45 7 4.0 -1.8
FDLS Inspire Fidelis Multi Factor ETF 0.3 76 -24 4.1 -1.7
TAX Cambria Tax Aware ETF 0.3 49 3 5.1 -0.6
GGME Invesco Next Gen Media and Gaming ETF 0.3 60 -8 4.4 -1.4
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -8 3.4 -2.4
CRAK VanEck Oil Refiners ETF 0.3 61 -9 11.0 +5.2
HEAL Global X HealthTech ETF 0.3 50 2 -1.6 -7.3
CGW Invesco S&P Global Water Index ETF 0.3 57 -5 4.3 -1.5
EBLU Ecofin Global Water ESG Fund 0.3 40 12 4.2 -1.6
EVX VanEck Environmental Services ETF 0.3 55 -3 2.2 -3.5
PIO Invesco Global Water ETF 0.3 75 -23 3.9 -1.9
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 5 4.9 -0.9
TBLU Tortoise Global Water ESG ETF 0.3 40 12 4.3 -1.5
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 13 8.6 +2.9
FDVV Fidelity High Dividend ETF 0.3 15 37 7.1 +1.3
AKAF The Frontier Economic Fund 0.3 20 32 5.5 -0.2
CUT Invesco MSCI Global Timber ETF 0.3 61 -9 10.0 +4.2
WOOD iShares Global Timber & Forestry ETF 0.3 42 10 11.8 +6.0
NUKZ Range Nuclear Renaissance Index ETF 0.3 85 -33 0.9 -4.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 31 3.2 -2.6
BUZZ VanEck Social Sentiment ETF 0.3 75 -23 -0.8 -6.5
TIME Clockwise Core Equity & Innovation ETF 0.3 95 -43 3.3 -2.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.3 66 -14 7.7 +1.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 37 6.6 +0.8
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.3 45 7 8.5 +2.7
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.3 45 7 1.4 -4.4
IVES Wedbush ETFMG Global Cloud Technology ETF 0.3 68 -16 4.9 -0.9
TMAT Main Thematic Innovation ETF 0.3 164 -112 -1.5 -7.3
TRFM AAM Transformers ETF 0.3 49 3 1.0 -4.8
REAI Intelligent Real Estate ETF 0.3 59 -7 14.4 +8.6
CHAT Roundhill Generative AI & Technology ETF 0.3 75 -23 6.5 +0.7
SPAM Themes Cybersecurity ETF 0.3 35 17 2.6 -3.2
CHPX Global X AI Semiconductor & Quantum ETF 0.3 50 2 2.6 -3.2
AIPO Defiance AI & Power Infrastructure ETF 0.3 69 -17 0.9 -4.9
YNOT Horizon Digital Frontier ETF 0.3 75 -23 2.5 -3.2
ARVR First Trust Indxx Metaverse ETF 0.3 70 -18 3.6 -2.2
FMET Fidelity Metaverse ETF 0.3 39 13 4.4 -1.4
OPTZ Optimize Strategy Index ETF 0.3 50 2 4.2 -1.6
AVDV Avantis International Small Cap Value ETF 0.3 36 16 7.7 +1.9
FLGB Franklin FTSE United Kingdom ETF 0.2 9 43 6.7 +0.9
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 32 3.4 -2.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.2 60 -8 4.5 -1.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.2 20 32 4.3 -1.5
QQLV Invesco QQQ Low Volatility ETF 0.2 25 27 4.4 -1.4
WTRE WisdomTree New Economy Real Estate Fund 0.2 58 -6 4.8 -1.0
TINT ProShares Smart Materials ETF 0.2 58 -6 5.0 -0.8
EV Mast Global Battery Recycling & Production ETF 0.2 65 -13 7.2 +1.4
QQQ Invesco QQQ Trust Series I 0.2 20 32 3.5 -2.3
QQQM Invesco NASDAQ 100 ETF 0.2 15 37 3.5 -2.3
FDCF Fidelity Disruptive Communications ETF 0.2 50 2 3.4 -2.3
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.2 40 12 6.1 +0.4
AVRE Avantis Real Estate ETF 0.2 17 35 6.9 +1.2
GQRE FlexShares Global Quality Real Estate Index Fund 0.2 45 7 7.5 +1.7
QUVU Hartford Quality Value ETF 0.2 46 6 6.7 +0.9
STXV Strive 1000 Value ETF 0.2 18 34 7.2 +1.4
URAN Themes Uranium & Nuclear ETF 0.2 35 17 1.1 -4.7
RVRB Reverb ETF 0.2 30 22 4.1 -1.7
NLR VanEck Uranium+Nuclear Energy ETF 0.1 61 -9 1.4 -4.4
RNRG Global X Renewable Energy Producers ETF 0.1 66 -14 5.0 -0.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 14 4.0 -1.8
BLDG Cambria Global Real Estate ETF 0.1 60 -8 10.9 +5.2
BYRE Principal Real Estate Active Opportunities ETF 0.1 65 -13 6.3 +0.5
AVDS Avantis International Small Cap Equity ETF 0.1 30 22 5.9 +0.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.1 39 13 -0.8 -6.5
GDOC Goldman Sachs Future Health Care Equity ETF 0.1 75 -23 2.3 -3.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.1 68 -16 6.0 +0.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.1 20 32 2.6 -3.2
IPOS Renaissance International IPO ETF 0.1 80 -28 1.7 -4.1
AIRL Themes Airlines ETF 0.1 35 17 2.0 -3.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 20 4.4 -1.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 16 8.0 +2.2
TOGA Tremblant Global ETF 0.1 69 -17 1.3 -4.4
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.1 86 -34 12.5 +6.7
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.1 86 -34 0.4 -5.3
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.1 60 -8 8.9 +3.2
OND ProShares On-Demand ETF 0.1 58 -6 -0.6 -6.3
SCHC Schwab International Small-Cap Equity ETF 0.1 11 41 6.7 +1.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 44 6.5 +0.7
PEX ProShares Global Listed Private Equity ETF 0.1 81 -29 11.1 +5.3
PSP Invesco Global Listed Private Equity ETF 0.1 106 -54 5.6 -0.2
AAUM Tema Alternative Asset Managers ETF 0.1 99 -47 3.0 -2.8
FPWR First Trust EIP Power Solutions ETF 0.1 96 -44 4.6 -1.2
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 17 4.6 -1.2
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 43 4.2 -1.6
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 37 6.3 +0.5
BETZ Roundhill Sports Betting & iGaming ETF 0.0 75 -23 2.3 -3.4
BJK VanEck Gaming ETF 0.0 65 -13 3.9 -1.8
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 13 6.0 +0.2
STXG Strive 1000 Growth ETF 0.0 18 34 3.2 -2.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 45 9.3 +3.6

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 info ** ** ** ** ** ** **
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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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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 Eurozone 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™


Calculation of ALTAR Score™
Avg. Return on Equity 13.9 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 52 bp
Equals: ALTAR Score 5.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.64
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.