First Trust Stoxx European Select Dividend Index Fund
ALTAR
Score™		 9.3% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 11.7x P/Sales
ratio		 1.2x
P/BV
ratio		 1.3x Div.
yield		 5.0%


  • 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) $803
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 33
Wgt avg mkt cap (mns) $43,693
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
DET NORSKE OLJESELSKAP ASA 5.1 %
RIO TINTO PLC 4.6 %
LEGAL & GENERAL GROUP PLC 4.4 %
POLSKI KONCERN NAFTOWY SA 4.4 %
ABN AMRO GROUP N.V. SHS DEPOSITARY 4.3 %
NN GROUP NV 4.1 %
HSBC HOLDINGS PLC 4.1 %
A.P. MOLLER - MAERSK A/S CLASS A 4.1 %
INVESTEC PLC 4.0 %
TAYLOR WIMPEY PLC 3.8 %
Total 42.9 %

TOP COUNTRY EXPOSURE
BRITAIN 27.5 %
NETHERLANDS 18.1 %
FRANCE 12.9 %
GERMANY 10.6 %
DENMARK 6.8 %
ITALY 6.6 %
NORWAY 5.1 %
POLAND 4.4 %
SWITZERLAND 2.8 %
SPAIN 2.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
4.9% 59.3% 13.6% 10.0% 2.2%

Market Correlations
versus... Beta R-squared
S&P500 0.60 43%
MSCI EAFE 0.98 81%
MSCI Emg. Mkts. 0.71 51%

Technical Indicators
Recent close $18.75
30d moving avg. $17.95
Annualized volatility 16.5%
Short interest (ETF) 0.2%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 393
Turnover 0.9%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $1,591

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 278 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™: 9.3%


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 21.1 51 7 8.7 -0.6
EFAS Global X MSCI SuperDividend EAFE ETF 19.8 57 1 7.1 -2.2
EUFN iShares MSCI Europe Financials ETF 18.7 51 7 6.8 -2.5
RFDI First Trust Riverfront Dynamic Developed International ETF 13.6 83 -25 7.5 -1.8
IPKW Invesco International BuyBack Achievers ETF 13.5 55 3 7.5 -1.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 13.3 56 2 9.2 -0.1
EFV iShares MSCI EAFE Value ETF 11.4 34 24 7.2 -2.1
FIDI Fidelity International High Dividend ETF 11.2 18 40 6.8 -2.4
DIVI Franklin International Core Dividend Tilt Index ETF 11.1 9 49 6.5 -2.8
AIVI WisdomTree International AI Enhanced Value Fund 10.8 58 0 5.6 -3.7
LVHI Franklin International Low Volatility High Dividend Index ET 10.6 40 18 8.5 -0.7
IDOG ALPS International Sector Dividend Dogs ETF 10.5 50 8 9.8 +0.5
VWID Virtus WMC International Dividend ETF 10.5 49 9 6.8 -2.5
EWU iShares MSCI United Kingdom ETF 10.3 50 8 6.6 -2.7
EWN iShares MSCI Netherlands ETF 9.9 50 8 4.5 -4.8
IEV iShares Europe ETF 9.4 67 -9 5.5 -3.7
IVLU iShares MSCI Intl Value Factor ETF 9.3 30 28 8.0 -1.3
DTH WisdomTree International High Dividend Fund 9.3 58 0 6.8 -2.4
IDMO Invesco S&P International Developed Momentum ETF 9.1 25 33 5.0 -4.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 8.6 25 33 6.2 -3.1
VGK Vanguard FTSE Europe ETF 8.5 6 52 6.2 -3.1
IEUR iShares Core MSCI Europe ETF 8.4 11 47 6.1 -3.2
JHID John Hancock International High Dividend ETF 8.2 46 12 7.8 -1.5
FICS First Trust International Developed Capital Strength ETF 8.2 70 -12 6.3 -3.0
SPEU SPDR Portfolio Europe ETF 8.2 7 51 6.1 -3.2
DFIV Dimensional International Value ETF 7.9 27 31 7.4 -1.9
UIVM VictoryShares International Value Momentum ETF 7.7 35 23 6.9 -2.4
EZU iShares MSCI Eurozone ETF 7.7 52 6 5.5 -3.8
IMOM Alpha Architect International Quantitative Momentum ETF 7.5 49 9 3.6 -5.7
IMTM iShares MSCI Intl Momentum Factor ETF 7.5 30 28 4.5 -4.8
FEZ SPDR EURO STOXX 50 ETF 7.3 29 29 5.4 -3.8
VYMI Vanguard International High Dividend Yield ETF 7.2 17 41 7.6 -1.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 7.1 80 -22 5.1 -4.2
DOL WisdomTree International LargeCap Dividend Fund 7.1 48 10 5.7 -3.6
FGM First Trust Germany AlphaDEX Fund 7.1 80 -22 5.4 -3.9
BBEU JPMorgan BetaBuilders Europe ETF 7.1 9 49 6.0 -3.3
QINT American Century Quality Diversified International ETF 7.1 39 19 5.8 -3.5
FDEV Fidelity International Multifactor ETF 7.1 18 40 6.2 -3.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 6.9 45 13 5.9 -3.4
FLEE Franklin FTSE Europe ETF 6.9 9 49 6.0 -3.2
FKU First Trust United Kingdom AlphaDEX Fund 6.8 80 -22 6.1 -3.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 6.7 46 12 5.8 -3.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6.7 45 13 6.8 -2.4
IXG iShares Global Financials ETF 6.6 42 16 5.9 -3.4
NUDM Nuveen ESG International Developed Markets Equity ETF 6.5 31 27 5.4 -3.9
GCOW Pacer Global Cash Cows Dividend ETF 6.5 60 -2 8.7 -0.6
FEP First Trust Europe AlphaDEX Fund 6.5 80 -22 6.5 -2.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 6.5 30 28 5.7 -3.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6.4 20 38 5.2 -4.1
AGQI First Trust Active Global Quality Income ETF 6.4 85 -27 4.3 -5.0
FENI Fidelity Enhanced International ETF 6.3 28 30 5.2 -4.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 6.3 35 23 5.4 -3.9
FNDF Schwab Fundamental International Large Co. Index ETF 6.2 25 33 7.5 -1.8
STXI Strive International Developed Markets ETF 6.1 29 29 5.4 -3.9
INTF iShares International Equity Factor ETF 6.0 15 43 6.2 -3.1
EFA iShares MSCI EAFE ETF 6.0 35 23 5.4 -3.8
FLGR Franklin FTSE Germany ETF 6.0 9 49 6.4 -2.9
EWG iShares MSCI Germany ETF 5.9 50 8 5.7 -3.5
FIVA Fidelity International Value Factor ETF 5.9 18 40 7.5 -1.8
INEQ Columbia International Equity Income ETF 5.8 45 13 6.9 -2.4
FEUZ First Trust Eurozone AlphaDEX ETF 5.8 80 -22 6.1 -3.2
ESGD iShares ESG Aware MSCI EAFE ETF 5.7 20 38 5.4 -3.9
EWQ iShares MSCI France ETF 5.7 53 5 5.9 -3.3
FYLD Cambria Foreign Shareholder Yield ETF 5.7 59 -1 9.3 -0.0
FLGB Franklin FTSE United Kingdom ETF 5.6 9 49 6.4 -2.9
DAX Global X DAX Germany ETF 5.5 21 37 6.2 -3.1
FID First Trust S&P International Dividend Aristocrats ETF 5.4 60 -2 6.8 -2.5
DWMF WisdomTree International Multifactor Fund 5.3 38 20 6.0 -3.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 5.3 25 33 5.9 -3.4
IEFA iShares Core MSCI EAFE ETF 5.2 7 51 5.8 -3.5
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 5.2 9 49 7.7 -1.6
JHMD John Hancock Multifactor Developed International ETF 5.2 39 19 6.1 -3.2
DMXF iShares ESG Advanced MSCI EAFE ETF 5.1 12 46 4.8 -4.5
EWI iShares MSCI Italy ETF 5.0 50 8 8.4 -0.8
IQLT iShares MSCI Intl Quality Factor ETF 5.0 30 28 5.1 -4.1
DWX SPDR S&P International Dividend ETF 5.0 45 13 6.3 -3.0
DWM WisdomTree International Equity Fund 5.0 48 10 6.0 -3.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.9 40 18 6.1 -3.2
JIRE JPMorgan International Research Enhanced Equity ETF 4.9 24 34 5.9 -3.3
CIL VictoryShares International Volatility Wtd ETF 4.8 45 13 5.6 -3.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 4.8 29 29 6.4 -2.9
IDHQ Invesco S&P International Developed High Quality ETF 4.7 29 29 5.1 -4.2
IDEV iShares Core MSCI International Developed Markets ETF 4.6 4 54 5.8 -3.5
MOTO SmartETFs Smart Transportation & Technology ETF 4.6 68 -10 5.1 -4.2
DFAI Dimensional International Core Equity Market ETF 4.6 18 40 5.7 -3.6
IDLV Invesco S&P International Developed Low Volatility ETF 4.6 25 33 5.9 -3.4
MXI iShares Global Materials ETF 4.6 41 17 5.6 -3.7
DEW WisdomTree Global High Dividend Fund 4.6 58 0 7.0 -2.3
PICK iShares MSCI Global Metals & Mining Producers ETF 4.6 39 19 7.8 -1.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 4.5 20 38 5.3 -4.0
PPIE Putnam PanAgora ESG International Equity ETF 4.5 49 9 6.5 -2.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.4 36 22 5.6 -3.7
VEA Vanguard FTSE Developed Markets ETF 4.4 3 55 5.8 -3.5
AVIV Avantis International Large Cap Value ETF 4.4 25 33 6.9 -2.4
CRAK VanEck Oil Refiners ETF 4.4 61 -3 9.7 +0.4
EPOL iShares MSCI Poland ETF 4.4 59 -1 9.1 -0.2
GSID Goldman Sachs MarketBeta International Equity ETF 4.3 20 38 5.5 -3.8
HFXI IQ FTSE International Equity Currency Neutral ETF 4.3 20 38 5.7 -3.6
WWJD Inspire International ETF 4.2 80 -22 6.0 -3.3
SCHF Schwab International Equity ETF 4.2 6 52 5.8 -3.5
SPDW SPDR Portfolio Developed World ex-US ETF 4.2 3 55 5.7 -3.6
ENOR iShares MSCI Norway ETF 4.1 53 5 8.2 -1.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 4.1 22 36 5.2 -4.1
NORW Global X MSCI Norway ETF 4.1 50 8 8.4 -0.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.1 12 46 5.0 -4.3
DMAT Global X Disruptive Materials ETF 4.1 59 -1 4.6 -4.7
JPIN J.P. Morgan Diversified Return International Equity ETF 4.0 37 21 6.7 -2.6
WDIV SPDR S&P Global Dividend ETF 4.0 40 18 7.8 -1.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 4.0 58 0 7.0 -2.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 4.0 14 44 5.2 -4.1
TPIF Timothy Plan International ETF 3.9 62 -4 5.0 -4.3
SDIV Global X Superdividend ETF 3.9 58 0 14.7 +5.4
BKIE BNY Mellon International Equity ETF 3.8 4 54 5.7 -3.6
OEFA ALPS O’Shares International Developed Quality Dividend ETF 3.8 48 10 4.6 -4.7
CWI SPDR MSCI ACWI ex-US ETF 3.7 30 28 6.1 -3.2
ACWX iShares MSCI ACWI ex U.S. ETF 3.7 34 24 6.1 -3.2
DVYE iShares Emerging Markets Dividend ETF 3.7 49 9 15.4 +6.1
EWUS iShares MSCI United Kingdom Small Cap ETF 3.7 59 -1 6.7 -2.5
IQSI IQ Candriam International Equity ETF 3.6 15 43 5.3 -4.0
RCGE RockCreek Global Equality ETF 3.6 95 -37 5.9 -3.4
DFSI Dimensional International Sustainability Core 1 ETF 3.6 24 34 5.2 -4.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 3.5 39 19 6.4 -2.9
EDEN iShares MSCI Denmark ETF 3.5 53 5 5.6 -3.7
VEU Vanguard FTSE All-World ex-US Index Fund 3.5 4 54 6.5 -2.8
VIDI Vident International Equity Strategy ETF 3.4 61 -3 8.5 -0.8
AVSD Avantis Responsible International Equity ETF 3.3 23 35 4.4 -4.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.3 39 19 5.4 -3.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.3 65 -7 7.1 -2.2
IXUS iShares Core MSCI Total International Stock ETF 3.3 7 51 6.4 -2.9
VXUS Vanguard Total International Stock ETF 3.2 5 53 6.5 -2.8
DXIV Dimensional International Vector Equity ETF 3.2 34 24 6.2 -3.1
DRIV Global X Autonomous & Electric Vehicles ETF 3.2 68 -10 3.9 -5.3
AVDE Avantis International Equity ETF 3.1 23 35 5.9 -3.4
DFIC Dimensional International Core Equity 2 ETF 3.1 23 35 5.9 -3.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.1 47 11 6.5 -2.8
DTAN Sparkline International Intangible Value ETF 3.1 55 3 7.0 -2.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 3.0 65 -7 9.0 -0.3
DGT State Street SPDR Global Dow ETF 3.0 50 8 5.6 -3.6
IQDG WisdomTree International Quality Dividend Growth Fund 3.0 42 16 5.8 -3.5
IDRV iShares Self-driving EV & Tech ETF 3.0 47 11 3.0 -6.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 2.9 58 0 5.8 -3.5
GVAL Cambria Global Value ETF 2.9 68 -10 8.5 -0.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.8 41 17 6.2 -3.1
FLSW Franklin FTSE Switzerland ETF 2.8 9 49 5.3 -4.0
EWL iShares MSCI Switzerland ETF 2.8 50 8 4.9 -4.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 2.8 58 0 5.6 -3.7
SCHY Schwab International Dividend Equity ETF 2.7 14 44 8.0 -1.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.7 75 -17 6.1 -3.2
NUKZ Range Nuclear Renaissance Index ETF 2.7 85 -27 0.9 -8.4
GSIB Themes Global Systemically Important Banks ETF 2.7 35 23 8.0 -1.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.6 18 40 6.1 -3.2
VSGX Vanguard ESG International Stock ETF 2.6 10 48 6.3 -3.0
EWP iShares MSCI Spain ETF 2.6 50 8 5.7 -3.6
ICPY Tweedy, Browne International Insider Value ETF 2.6 80 -22 9.3 +0.1
CLNR IQ Cleaner Transport ETF 2.6 45 13 4.9 -4.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.6 24 34 5.9 -3.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.5 46 12 7.4 -1.9
EWK iShares MSCI Belgium ETF 2.5 50 8 3.7 -5.6
IMFL Invesco International Developed Dynamic Multifactor ETF 2.4 34 24 4.6 -4.7
DIHP Dimensional International High Profitability ETF 2.4 29 29 5.5 -3.8
EUDV ProShares MSCI Europe Dividend Growers ETF 2.4 55 3 5.3 -4.0
DIM WisdomTree International MidCap Dividend Fund 2.4 58 0 6.0 -3.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.3 70 -12 3.2 -6.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.3 32 26 5.2 -4.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.2 80 -22 3.2 -6.1
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 43 6.1 -3.2
QWLD SPDR MSCI World StrategicFactors ETF 2.1 30 28 5.0 -4.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 33 5.3 -4.0
BLES Inspire Global Hope ETF 2.1 61 -3 5.7 -3.5
FDVV Fidelity High Dividend ETF 2.1 15 43 6.7 -2.6
FSZ First Trust Switzerland AlphaDEX Fund 2.0 80 -22 5.3 -3.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.0 80 -22 6.5 -2.8
ISCF iShares International SmallCap Equity Factor ETF 2.0 23 35 7.0 -2.3
GEW Cambria Global EW ETF 2.0 29 29 5.3 -4.0
EMDM First Trust Bloomberg Emerging Market Democracies ETF 2.0 75 -17 7.4 -1.9
COPY Tweedy, Browne Insider + Value ETF 2.0 80 -22 9.6 +0.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 28 6.2 -3.1
IOO iShares Global 100 ETF 1.9 41 17 3.9 -5.4
OAIM OneAscent International Equity ETF 1.9 95 -37 4.3 -5.0
WLDR Affinity World Leaders Equity ETF 1.8 67 -9 6.1 -3.2
IQDF FlexShares International Quality Dividend Index Fund 1.8 47 11 7.1 -2.2
STCE Schwab Crypto Thematic ETF 1.8 30 28 4.0 -5.3
IVAL Alpha Architect International Quantitative Value ETF 1.8 49 9 8.0 -1.3
IEUS iShares MSCI Europe Small-Cap ETF 1.7 42 16 6.3 -3.0
ITOL Tema International Durable Quality ETF 1.7 60 -2 4.7 -4.6
CGIE Capital Group International Equity ETF 1.7 54 4 4.2 -5.1
FTRI First Trust Indxx Global Natural Resources Income ETF 1.7 70 -12 5.9 -3.3
TOK iShares MSCI Kokusai ETF 1.6 26 32 4.3 -5.0
CZAR Themes Natural Monopoly ETF 1.6 35 23 4.9 -4.4
DISV Dimensional International Small Cap Value ETF 1.5 42 16 7.3 -2.0
URTH iShares MSCI World ETF 1.5 24 34 4.4 -4.9
CGDG Capital Group Dividend Growers ETF 1.5 47 11 5.2 -4.1
UMMA Wahed Dow Jones Islamic World ETF 1.5 65 -7 3.6 -5.7
DEM WisdomTree Emerging Markets High Dividend Fund 1.5 63 -5 11.1 +1.8
IGRO iShares International Dividend Growth ETF 1.5 15 43 6.0 -3.3
QTUM Defiance Quantum ETF 1.5 40 18 4.2 -5.1
GLOF iShares Global Equity Factor ETF 1.4 20 38 5.8 -3.5
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 48 4.9 -4.4
ESGG FlexShares STOXX Global ESG Select Index Fund 1.4 42 16 4.6 -4.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 8 5.3 -4.0
ACWI iShares MSCI ACWI ETF 1.4 32 26 4.7 -4.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 38 4.7 -4.6
RXI iShares Global Consumer Discretionary ETF 1.3 41 17 7.3 -2.0
FPAG FPA Global Equity ETF 1.3 49 9 4.8 -4.5
FPXI First Trust International Equity Opportunities ETF 1.3 70 -12 3.2 -6.0
IPAV Global X Infrastructure Development ex-U.S. ETF 1.3 55 3 5.3 -4.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.3 65 -7 3.8 -5.5
VT Vanguard Total World Stock ETF 1.2 6 52 5.0 -4.3
JXI iShares Global Utilities ETF 1.2 43 15 5.0 -4.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 49 4.8 -4.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 49 4.5 -4.8
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.2 95 -37 9.5 +0.3
CGXU Capital Group International Focus Equity ETF 1.1 54 4 4.5 -4.8
URAN Themes Uranium & Nuclear ETF 1.1 35 23 1.1 -8.2
FEM First Trust Emerging Markets AlphaDEX Fund 1.0 80 -22 9.5 +0.2
AVDV Avantis International Small Cap Value ETF 1.0 36 22 7.0 -2.3
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 4.4 -4.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 26 4.9 -4.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.9 46 12 4.9 -4.3
DFIS Dimensional International Small Cap ETF 0.9 39 19 5.8 -3.5
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 6.3 -3.0
IXP iShares Global Comm Services ETF 0.8 42 16 5.3 -4.0
PBD Invesco Global Clean Energy ETF 0.8 75 -17 0.6 -8.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.8 20 38 5.2 -4.1
ROAM Hartford Multifactor Emerging Markets ETF 0.8 44 14 9.6 +0.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.7 40 18 5.8 -3.4
BINV Brandes International ETF 0.7 70 -12 7.6 -1.7
EMMF WisdomTree Emerging Markets Multifactor Fund 0.7 48 10 5.6 -3.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.7 70 -12 3.2 -6.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 46 4.4 -4.9
ERTH Invesco MSCI Sustainable Future ETF 0.6 62 -4 3.0 -6.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 50 6.1 -3.2
NXTG First Trust Indxx NextG ETF 0.6 70 -12 4.1 -5.2
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 13 9.0 -0.3
AVDS Avantis International Small Cap Equity ETF 0.6 30 28 5.5 -3.8
DFEV Dimensional Emerging Markets Value ETF 0.6 43 15 9.6 +0.4
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -31 4.2 -5.1
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.5 35 23 10.9 +1.6
CCNR ALPS CoreCommodity Natural Resources ETF 0.5 39 19 6.6 -2.7
GLBL Pacer MSCI World Industry Advantage ETF 0.5 65 -7 3.6 -5.7
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 29 29 6.7 -2.6
JGLO JPMorgan Global Select Equity ETF 0.4 33 25 4.3 -5.0
AFK VanEck Africa Index ETF 0.4 98 -40 10.6 +1.3
LDEM iShares ESG MSCI EM Leaders ETF 0.4 17 41 10.7 +1.4
AVES Avantis Emerging Markets Value ETF 0.4 36 22 8.8 -0.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.4 45 13 1.6 -7.7
KNCT Invesco Next Gen Connectivity ETF 0.3 40 18 3.7 -5.6
HEDJ WisdomTree Europe Hedged Equity Fund 0.3 58 0 5.5 -3.7
STXE Strive Emerging Markets Ex-China ETF 0.3 32 26 5.6 -3.7
RNEM First Trust Emerging Markets Equity Select ETF 0.3 75 -17 7.5 -1.8
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 25 6.3 -3.0
IXC iShares Global Energy ETF 0.3 44 14 7.9 -1.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.3 47 11 5.3 -4.0
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 33 8.0 -1.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 19 4.9 -4.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 33 5.3 -4.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 16 5.5 -3.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 8 8.4 -0.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 9 7.7 -1.5
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 5.6 -3.6
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -30 7.1 -2.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 28 7.1 -2.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 9 5.7 -3.6
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 8.9 -0.4
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 43 5.9 -3.4
EEM iShares MSCI Emerging Markets ETF 0.2 69 -11 7.6 -1.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -8 7.2 -2.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 13 7.9 -1.4
XCEM Columbia EM Core ex-China ETF 0.2 16 42 6.0 -3.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -22 8.3 -1.0
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 5 5.6 -3.7
AVEM Avantis Emerging Markets Equity ETF 0.1 33 25 6.7 -2.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 20 7.0 -2.3
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 49 8.0 -1.3
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 23 6.9 -2.3
EXI iShares Global Industrials ETF 0.1 42 16 3.4 -5.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 25 7.6 -1.7
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 17 4.9 -4.4

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 12.9 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 9.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.66 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.