First Trust Stoxx European Select Dividend Index Fund
ALTAR
Score™		 9.4% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 12.3x P/Sales
ratio		 1.3x
P/BV
ratio		 1.4x Div.
yield		 4.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust Dow Jones STOXX Select Dividend 30 Index Fund seeks to track the performance of the Dow Jones STOXX Select Dividend 30 Index.

FUND BASICS
Category International Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Aug 27, 2007
Assets (mns) $891
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Dividend
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 34
Wgt avg mkt cap (mns) $47,887
Large cap (>$10bn) 77.4%
Mid cap ($2-10bn) 22.6%
Small cap (<$2bn) 0.0%
Developed mkts 97.1%
Emerging mkts 2.9%

TOP TEN HOLDINGS
LEGAL & GENERAL GROUP PLC 6.2 %
B&M EUROPEAN VALUE RETAIL SA. 4.5 %
AEGON LTD 4.4 %
DET NORSKE OLJESELSKAP ASA 4.4 %
ABN AMRO GROUP N.V. SHS DEPOSITARY 4.1 %
TAYLOR WIMPEY PLC 4.1 %
INVESTEC PLC 4.0 %
TELEPERFORMANCE 4.0 %
NATWEST GROUP PLC 3.9 %
NN GROUP NV 3.6 %
Total 43.2 %

TOP COUNTRY EXPOSURE
BRITAIN 24.2 %
FRANCE 24.0 %
NETHERLANDS 21.9 %
GERMANY 7.0 %
LUXEMBOURG 4.5 %
NORWAY 4.4 %
POLAND 3.2 %
ITALY 3.1 %
BELGIUM 2.9 %
SWITZERLAND 2.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
9.7% 26.3% 11.7% 10.1% 2.4%

Market Correlations
versus... Beta R-squared
S&P500 0.84 43%
MSCI EAFE 0.92 79%
MSCI Emg. Mkts. 0.49 47%

Technical Indicators
Recent close $20.11
30d moving avg. $18.94
Annualized volatility 16.5%
Short interest (ETF) 0.2%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 114
Turnover 0.3%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $1,591

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 277 potential alternatives to the First Trust Stoxx European Select Dividend Index Fund ETF based on the alternatives' overlap in portfolio holdings with FDD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FDD Expense: 58 bp ALTAR Score™: 9.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FDD
Ticker Fund
Name		 Overlap1
vs FDD
(%)		 Expense
ratio
(bp)		 Savings
vs FDD
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FDD
(%)
IDV iShares International Select Dividend ETF 23.0 51 7 9.0 -0.4
EUFN iShares MSCI Europe Financials ETF 22.3 51 7 6.4 -3.0
EFAS Global X MSCI SuperDividend EAFE ETF 20.0 57 1 7.0 -2.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 15.4 56 2 9.4 +0.1
RFDI First Trust Riverfront Dynamic Developed International ETF 12.9 83 -25 7.3 -2.1
EFV iShares MSCI EAFE Value ETF 12.4 34 24 7.3 -2.1
EWN iShares MSCI Netherlands ETF 11.3 50 8 4.5 -4.8
LVHI Franklin International Low Volatility High Dividend Index ET 11.3 40 18 7.3 -2.1
JHID John Hancock International High Dividend ETF 10.8 46 12 7.7 -1.7
DTH WisdomTree International High Dividend Fund 10.3 58 0 7.1 -2.3
IDOG ALPS International Sector Dividend Dogs ETF 10.0 50 8 9.1 -0.3
IEV iShares Europe ETF 9.8 67 -9 5.7 -3.6
FEZ SPDR EURO STOXX 50 ETF 9.8 29 29 5.6 -3.8
IVLU iShares MSCI Intl Value Factor ETF 9.8 30 28 7.8 -1.5
EZU iShares MSCI Eurozone ETF 9.2 52 6 5.5 -3.8
VGK Vanguard FTSE Europe ETF 9.2 6 52 6.4 -3.0
HEZU iShares Currency Hedged MSCI Eurozone ETF 9.1 53 5 5.4 -4.0
IEUR iShares Core MSCI Europe ETF 8.9 11 47 6.3 -3.1
EWQ iShares MSCI France ETF 8.9 53 5 6.4 -3.0
FYLD Cambria Foreign Shareholder Yield ETF 8.9 59 -1 9.9 +0.5
EWU iShares MSCI United Kingdom ETF 8.8 50 8 7.0 -2.4
SPEU SPDR Portfolio Europe ETF 8.8 7 51 6.4 -3.0
FIDI Fidelity International High Dividend ETF 8.7 18 40 6.9 -2.4
DIVI Franklin International Core Dividend Tilt Index ETF 8.5 9 49 6.5 -2.9
FICS First Trust International Developed Capital Strength ETF 8.4 70 -12 6.5 -2.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 8.2 9 49 7.4 -1.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 7.9 45 13 5.4 -4.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 7.9 25 33 6.2 -3.2
IXG iShares Global Financials ETF 7.5 42 16 5.8 -3.6
VYMI Vanguard International High Dividend Yield ETF 7.5 17 41 7.7 -1.7
UIVM VictoryShares International Value Momentum ETF 7.5 35 23 7.8 -1.6
DWMF WisdomTree International Multifactor Fund 7.3 38 20 6.8 -2.5
DOL WisdomTree International LargeCap Dividend Fund 7.2 48 10 5.5 -3.9
FLEE Franklin FTSE Europe ETF 7.1 9 49 6.2 -3.1
BBEU JPMorgan BetaBuilders Europe ETF 7.1 9 49 6.1 -3.3
NUDM Nuveen ESG International Developed Markets Equity ETF 7.0 31 27 5.3 -4.0
DFIV Dimensional International Value ETF 6.9 27 31 7.5 -1.9
ESGD iShares ESG Aware MSCI EAFE ETF 6.8 20 38 5.6 -3.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6.8 20 38 5.5 -3.9
IPKW Invesco International BuyBack Achievers ETF 6.7 55 3 7.8 -1.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 6.7 58 0 9.1 -0.2
FEUZ First Trust Eurozone AlphaDEX ETF 6.7 80 -22 6.4 -2.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 6.7 46 12 5.3 -4.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 6.6 35 23 5.6 -3.8
INEQ Columbia International Equity Income ETF 6.6 45 13 7.6 -1.8
FID First Trust S&P International Dividend Aristocrats ETF 6.5 60 -2 7.6 -1.8
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 6.3 80 -22 5.2 -4.1
EFA iShares MSCI EAFE ETF 6.3 35 23 5.6 -3.7
HEFA iShares Currency Hedged MSCI EAFE ETF 6.3 35 23 5.6 -3.7
FNDF Schwab Fundamental International Large Co. Index ETF 6.3 25 33 7.3 -2.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 6.2 30 28 5.9 -3.4
IQLT iShares MSCI Intl Quality Factor ETF 6.1 30 28 5.4 -4.0
FIVA Fidelity International Value Factor ETF 6.1 18 40 7.1 -2.3
IMTM iShares MSCI Intl Momentum Factor ETF 6.0 30 28 4.7 -4.7
INTF iShares International Equity Factor ETF 5.9 15 43 6.4 -3.0
DMXF iShares ESG Advanced MSCI EAFE ETF 5.9 12 46 4.8 -4.5
STXI Strive International Developed Markets ETF 5.9 29 29 6.3 -3.1
FLGR Franklin FTSE Germany ETF 5.7 9 49 6.6 -2.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 5.7 14 44 5.2 -4.2
QINT American Century Quality Diversified International ETF 5.6 39 19 6.5 -2.9
IEFA iShares Core MSCI EAFE ETF 5.5 7 51 6.0 -3.4
IDHQ Invesco S&P International Developed High Quality ETF 5.5 29 29 5.0 -4.4
FLGB Franklin FTSE United Kingdom ETF 5.5 9 49 6.5 -2.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 5.4 40 18 5.6 -3.8
EWG iShares MSCI Germany ETF 5.4 50 8 5.9 -3.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 5.4 45 13 6.7 -2.7
DWM WisdomTree International Equity Fund 5.4 48 10 5.5 -3.9
DAX Global X DAX Germany ETF 5.3 21 37 6.1 -3.2
IVSI Applied Finance IVS International Large ETF 5.2 65 -7 5.8 -3.6
JHMD John Hancock Multifactor Developed International ETF 5.2 39 19 6.1 -3.3
DEW WisdomTree Global High Dividend Fund 5.1 58 0 6.9 -2.4
IDMO Invesco S&P International Developed Momentum ETF 5.0 25 33 5.1 -4.3
FKU First Trust United Kingdom AlphaDEX Fund 5.0 80 -22 7.0 -2.4
JIRE JPMorgan International Research Enhanced Equity ETF 5.0 24 34 5.6 -3.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.9 12 46 5.2 -4.1
IDEV iShares Core MSCI International Developed Markets ETF 4.8 4 54 5.9 -3.4
IDLV Invesco S&P International Developed Low Volatility ETF 4.8 25 33 6.1 -3.2
AIVI WisdomTree International AI Enhanced Value Fund 4.8 58 0 6.0 -3.3
FENI Fidelity Enhanced International ETF 4.8 28 30 5.7 -3.7
DFAI Dimensional International Core Equity Market ETF 4.8 18 40 5.9 -3.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 4.8 25 33 6.0 -3.4
FGM First Trust Germany AlphaDEX Fund 4.8 80 -22 5.0 -4.3
WDIV SPDR S&P Global Dividend ETF 4.7 40 18 8.8 -0.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 4.7 29 29 6.9 -2.5
GCOW Pacer Global Cash Cows Dividend ETF 4.6 60 -2 9.1 -0.2
VEA Vanguard FTSE Developed Markets ETF 4.5 3 55 5.9 -3.5
SCHF Schwab International Equity ETF 4.5 6 52 5.9 -3.5
NORW Global X MSCI Norway ETF 4.4 50 8 8.1 -1.3
ENOR iShares MSCI Norway ETF 4.4 53 5 7.9 -1.4
CIL VictoryShares International Volatility Wtd ETF 4.4 45 13 5.9 -3.5
SPDW SPDR Portfolio Developed World ex-US ETF 4.3 3 55 5.8 -3.5
AVIV Avantis International Large Cap Value ETF 4.3 25 33 6.8 -2.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.3 36 22 5.1 -4.2
DFSI Dimensional International Sustainability Core 1 ETF 4.3 24 34 5.6 -3.8
GSID Goldman Sachs MarketBeta International Equity ETF 4.3 20 38 5.7 -3.6
FRGN Horizon International Equity ETF 4.2 75 -17 7.8 -1.5
IQSI IQ Candriam International Equity ETF 4.1 15 43 5.5 -3.9
RCGE RockCreek Global Equality ETF 4.0 95 -37 5.8 -3.6
OAIM OneAscent International Equity ETF 4.0 95 -37 4.6 -4.8
HFXI IQ FTSE International Equity Currency Neutral ETF 4.0 20 38 5.6 -3.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.0 65 -7 7.3 -2.1
IVAL Alpha Architect International Quantitative Value ETF 3.8 49 9 7.5 -1.9
BKIE BNY Mellon International Equity ETF 3.8 4 54 17.7 +8.3
CWI SPDR MSCI ACWI ex-US ETF 3.8 30 28 6.4 -3.0
IQDF FlexShares International Quality Dividend Index Fund 3.8 47 11 7.4 -2.0
ACWX iShares MSCI ACWI ex U.S. ETF 3.8 34 24 6.3 -3.0
SCHY Schwab International Dividend Equity ETF 3.7 14 44 8.2 -1.2
FEP First Trust Europe AlphaDEX Fund 3.7 80 -22 6.7 -2.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.7 47 11 7.2 -2.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.6 22 36 5.6 -3.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 3.6 39 19 6.9 -2.5
JPIN J.P. Morgan Diversified Return International Equity ETF 3.6 37 21 7.0 -2.4
VEU Vanguard FTSE All-World ex-US Index Fund 3.6 4 54 6.7 -2.7
AVSD Avantis Responsible International Equity ETF 3.5 23 35 5.8 -3.5
VIDI Vident International Equity Strategy ETF 3.5 61 -3 8.4 -1.0
MOTO SmartETFs Smart Transportation & Technology ETF 3.4 68 -10 5.6 -3.7
IGRO iShares International Dividend Growth ETF 3.4 15 43 6.5 -2.9
DTAN Sparkline International Intangible Value ETF 3.4 55 3 7.0 -2.3
DWX SPDR S&P International Dividend ETF 3.4 45 13 6.6 -2.8
IXUS iShares Core MSCI Total International Stock ETF 3.3 7 51 6.6 -2.8
VXUS Vanguard Total International Stock ETF 3.3 5 53 6.6 -2.8
OEFA ALPS O’Shares International Developed Quality Dividend ETF 3.3 48 10 4.7 -4.6
FDEV Fidelity International Multifactor ETF 3.3 18 40 7.1 -2.3
DFIC Dimensional International Core Equity 2 ETF 3.2 23 35 6.2 -3.2
DIM WisdomTree International MidCap Dividend Fund 3.2 58 0 6.2 -3.2
AVDE Avantis International Equity ETF 3.2 23 35 6.1 -3.2
GSIB Themes Global Systemically Important Banks ETF 3.2 35 23 7.5 -1.9
CRAK VanEck Oil Refiners ETF 3.1 61 -3 8.1 -1.3
EPOL iShares MSCI Poland ETF 3.1 59 -1 8.4 -1.0
DXIV Dimensional International Vector Equity ETF 3.1 34 24 6.5 -2.9
GVAL Cambria Global Value ETF 3.1 68 -10 8.4 -0.9
DGT State Street SPDR Global Dow ETF 3.1 50 8 5.6 -3.8
EWK iShares MSCI Belgium ETF 2.9 50 8 3.8 -5.5
VSGX Vanguard ESG International Stock ETF 2.9 10 48 6.6 -2.8
EUDG WisdomTree Europe Quality Dividend Growth Fund 2.8 58 0 6.2 -3.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2.8 39 19 6.2 -3.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.7 46 12 7.9 -1.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.7 68 -10 3.5 -5.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 2.6 58 0 5.2 -4.1
WWJD Inspire International ETF 2.6 80 -22 6.2 -3.2
MXI iShares Global Materials ETF 2.6 41 17 6.2 -3.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.6 70 -12 4.1 -5.3
PICK iShares MSCI Global Metals & Mining Producers ETF 2.6 39 19 8.4 -0.9
AGQI First Trust Active Global Quality Income ETF 2.6 85 -27 6.2 -3.1
IQDG WisdomTree International Quality Dividend Growth Fund 2.6 42 16 5.6 -3.7
DIHP Dimensional International High Profitability ETF 2.6 29 29 5.7 -3.7
ISCF iShares International SmallCap Equity Factor ETF 2.5 23 35 7.3 -2.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.5 41 17 5.9 -3.4
DVYE iShares Emerging Markets Dividend ETF 2.5 49 9 17.6 +8.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.5 18 40 6.3 -3.1
TPIF Timothy Plan International ETF 2.4 62 -4 5.5 -3.9
EWL iShares MSCI Switzerland ETF 2.4 50 8 5.5 -3.9
FLSW Franklin FTSE Switzerland ETF 2.4 9 49 5.6 -3.7
SDIV Global X Superdividend ETF 2.4 58 0 13.6 +4.3
EWI iShares MSCI Italy ETF 2.3 50 8 10.6 +1.3
CGIE Capital Group International Equity ETF 2.3 54 4 4.5 -4.9
EUDV ProShares MSCI Europe Dividend Growers ETF 2.3 55 3 5.7 -3.7
IDRV iShares Self-driving EV & Tech ETF 2.2 47 11 1.5 -7.8
CGDG Capital Group Dividend Growers ETF 2.2 47 11 5.1 -4.3
IOO iShares Global 100 ETF 2.1 41 17 3.8 -5.5
DISV Dimensional International Small Cap Value ETF 2.1 42 16 8.0 -1.4
CLNR IQ Cleaner Transport ETF 2.1 45 13 4.0 -5.4
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 28 5.1 -4.3
GEW Cambria Global EW ETF 2.0 29 29 5.3 -4.1
WLDR Affinity World Leaders Equity ETF 2.0 67 -9 5.7 -3.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 28 6.5 -2.9
ICPY Tweedy, Browne International Insider Value ETF 1.9 80 -22 20.5 +11.1
EMDM First Trust Bloomberg Emerging Market Democracies ETF 1.9 75 -17 6.5 -2.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.8 20 38 5.6 -3.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.8 32 26 5.2 -4.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.8 80 -22 3.8 -5.5
EWUS iShares MSCI United Kingdom Small Cap ETF 1.8 59 -1 7.1 -2.3
IEUS iShares MSCI Europe Small-Cap ETF 1.7 42 16 6.7 -2.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.7 24 34 6.9 -2.5
FTRI First Trust Indxx Global Natural Resources Income ETF 1.7 70 -12 6.9 -2.5
DEM WisdomTree Emerging Markets High Dividend Fund 1.6 63 -5 10.4 +1.0
TOK iShares MSCI Kokusai ETF 1.6 26 32 4.3 -5.1
EDEN iShares MSCI Denmark ETF 1.6 53 5 6.2 -3.2
URTH iShares MSCI World ETF 1.6 24 34 4.3 -5.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 38 4.7 -4.6
COPY Tweedy, Browne Insider + Value ETF 1.5 80 -22 14.3 +4.9
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.4 95 -37 10.1 +0.7
JGLO JPMorgan Global Select Equity ETF 1.4 33 25 4.3 -5.1
IMFL Invesco International Developed Dynamic Multifactor ETF 1.4 34 24 5.1 -4.2
HEDJ WisdomTree Europe Hedged Equity Fund 1.4 58 0 6.0 -3.4
ESGG FlexShares STOXX Global ESG Select Index Fund 1.4 42 16 4.0 -5.4
ACWI iShares MSCI ACWI ETF 1.4 32 26 4.7 -4.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 8 5.6 -3.8
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 48 4.9 -4.5
VT Vanguard Total World Stock ETF 1.2 6 52 5.0 -4.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 49 4.9 -4.5
BLES Inspire Global Hope ETF 1.2 61 -3 5.7 -3.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.2 25 33 5.4 -4.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 49 4.4 -5.0
GLOF iShares Global Equity Factor ETF 1.2 20 38 5.6 -3.8
QTUM Defiance Quantum ETF 1.1 40 18 3.9 -5.4
DSTX Distillate International Fundamental Stability & Value ETF 1.1 55 3 6.4 -3.0
UMMA Wahed Dow Jones Islamic World ETF 1.0 65 -7 3.6 -5.7
PBD Invesco Global Clean Energy ETF 1.0 75 -17 0.4 -9.0
DFIS Dimensional International Small Cap ETF 0.9 39 19 6.2 -3.2
IXP iShares Global Comm Services ETF 0.9 42 16 6.0 -3.4
RXI iShares Global Consumer Discretionary ETF 0.9 41 17 8.2 -1.2
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 4.5 -4.8
FSZ First Trust Switzerland AlphaDEX Fund 0.9 80 -22 5.2 -4.2
ERTH Invesco MSCI Sustainable Future ETF 0.9 62 -4 3.3 -6.1
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 26 4.9 -4.5
FDRR Fidelity Dividend ETF for Rising Rates 0.8 15 43 5.6 -3.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.8 80 -22 7.1 -2.2
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 6.8 -2.6
SCZ iShares MSCI EAFE Small-Cap ETF 0.8 40 18 6.1 -3.2
DFEV Dimensional Emerging Markets Value ETF 0.8 43 15 9.8 +0.4
EEMO Invesco S&P Emerging Markets Momentum ETF 0.7 29 29 7.2 -2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 46 4.5 -4.9
RWX SPDR Dow Jones International Real Estate ETF 0.7 59 -1 7.0 -2.4
FEM First Trust Emerging Markets AlphaDEX Fund 0.7 80 -22 9.2 -0.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 38 5.6 -3.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.6 88 -30 8.4 -1.0
ROAM Hartford Multifactor Emerging Markets ETF 0.6 44 14 7.9 -1.5
EMMF WisdomTree Emerging Markets Multifactor Fund 0.6 48 10 8.9 -0.5
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 13 9.5 +0.1
AQLT iShares MSCI Global Quality Factor ETF 0.6 18 40 0.0 -9.4
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -12 2.5 -6.8
AFK VanEck Africa Index ETF 0.5 98 -40 11.5 +2.1
LDEM iShares ESG MSCI EM Leaders ETF 0.5 17 41 12.9 +3.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.5 8 50 6.5 -2.8
NXTG First Trust Indxx NextG ETF 0.5 70 -12 3.7 -5.7
IFGL iShares International Developed Real Estate ETF 0.5 48 10 7.2 -2.2
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -7 3.4 -5.9
AVDS Avantis International Small Cap Equity ETF 0.4 30 28 6.1 -3.3
AVDV Avantis International Small Cap Value ETF 0.4 36 22 7.9 -1.5
RNEM First Trust Emerging Markets Equity Select ETF 0.4 75 -17 7.8 -1.6
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.4 35 23 10.3 +0.9
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 13 7.1 -2.2
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -22 9.7 +0.3
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 19 8.5 -0.9
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.4 10 48 8.4 -1.0
STXE Strive Emerging Markets Ex-China ETF 0.4 32 26 5.4 -3.9
AVES Avantis Emerging Markets Value ETF 0.4 36 22 9.4 +0.0
CZAR Themes Natural Monopoly ETF 0.3 35 23 5.2 -4.1
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.3 12 46 8.4 -1.0
TTAI FCF International Quality ETF 0.3 59 -1 6.9 -2.4
VGSR Vert Global Sustainable Real Estate ETF 0.3 47 11 6.8 -2.6
IXC iShares Global Energy ETF 0.3 44 14 7.2 -2.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 25 6.4 -3.0
KNCT Invesco Next Gen Connectivity ETF 0.3 40 18 3.1 -6.2
WSML iShares MSCI World Small-Cap ETF 0.3 15 43 5.4 -4.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 33 5.3 -4.1
PATN Pacer Nasdaq International Patent Leaders ETF 0.2 65 -7 4.2 -5.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 16 4.1 -5.3
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 9.5 +0.2
SDG iShares MSCI Global Sustainable Development Goals ETF 0.2 49 9 4.6 -4.8
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 43 5.8 -3.6
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 9 7.8 -1.6
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 33 8.4 -0.9
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 8 8.6 -0.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 5 5.4 -4.0
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.2 69 -11 7.8 -1.6
EEM iShares MSCI Emerging Markets ETF 0.2 69 -11 8.0 -1.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 20 7.3 -2.1
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 8 6.1 -3.3
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 23 7.2 -2.1
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 5.4 -4.0
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 49 8.4 -0.9
REET iShares Global REIT ETF 0.2 14 44 6.7 -2.7
AVEM Avantis Emerging Markets Equity ETF 0.2 33 25 7.3 -2.1
ERET iShares Environmentally Aware Real Estate ETF 0.2 30 28 6.6 -2.7
DFGR Dimensional Global Real Estate ETF 0.2 22 36 6.8 -2.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 28 7.7 -1.7
XCEM Columbia EM Core ex-China ETF 0.2 16 42 5.2 -4.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -8 7.5 -1.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 13 8.2 -1.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 19 6.8 -2.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 25 6.9 -2.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 9 6.1 -3.3
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 33 9.2 -0.2
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 17 5.1 -4.3
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -31 4.3 -5.1

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:		 First Trust Stoxx European Select Dividend Index Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.4 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 9.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.72 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.