First Trust Stoxx European Select Dividend Index Fund
ALTAR
Score™		 10.5% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 10.8x P/Sales
ratio		 1.1x
P/BV
ratio		 1.2x Div.
yield		 5.2%


  • 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) $815
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) $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
DET NORSKE OLJESELSKAP ASA 6.4 %
POLSKI KONCERN NAFTOWY SA 5.1 %
RIO TINTO PLC 4.6 %
A.P. MOLLER - MAERSK A/S CLASS A 4.5 %
ABN AMRO GROUP N.V. SHS DEPOSITARY 4.2 %
LEGAL & GENERAL GROUP PLC 4.2 %
NN GROUP NV 4.1 %
INVESTEC PLC 3.8 %
HSBC HOLDINGS PLC 3.8 %
RUBIS SCA 3.7 %
Total 44.3 %

TOP COUNTRY EXPOSURE
BRITAIN 26.1 %
NETHERLANDS 17.4 %
FRANCE 12.7 %
GERMANY 9.9 %
DENMARK 7.3 %
ITALY 6.7 %
NORWAY 6.4 %
POLAND 5.2 %
SPAIN 3.0 %
SWITZERLAND 2.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
7.1% 51.6% 12.9% 10.4% 2.3%

Market Correlations
versus... Beta R-squared
S&P500 0.62 45%
MSCI EAFE 0.98 82%
MSCI Emg. Mkts. 0.71 52%

Technical Indicators
Recent close $17.61
30d moving avg. $18.37
Annualized volatility 16.5%
Short interest (ETF) 0.2%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 293
Turnover 0.6%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $1,591

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 282 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™: 10.5%


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 19.8 51 7 9.3 -1.2
EFAS Global X MSCI SuperDividend EAFE ETF 19.6 57 1 7.6 -3.0
EUFN iShares MSCI Europe Financials ETF 17.8 51 7 7.7 -2.8
IPKW Invesco International BuyBack Achievers ETF 13.1 55 3 8.2 -2.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 12.9 56 2 10.2 -0.4
RFDI First Trust Riverfront Dynamic Developed International ETF 12.8 83 -25 8.0 -2.5
FIDI Fidelity International High Dividend ETF 11.2 18 40 7.3 -3.2
IDOG ALPS International Sector Dividend Dogs ETF 11.0 50 8 9.6 -0.9
DIVI Franklin International Core Dividend Tilt Index ETF 11.0 9 49 7.0 -3.6
EFV iShares MSCI EAFE Value ETF 10.7 34 24 7.9 -2.6
AIVI WisdomTree International AI Enhanced Value Fund 10.7 58 0 6.6 -4.0
LVHI Franklin International Low Volatility High Dividend Index ET 10.6 40 18 7.6 -2.9
VWID Virtus WMC International Dividend ETF 10.4 49 9 7.6 -3.0
EWU iShares MSCI United Kingdom ETF 9.5 50 8 7.3 -3.3
EWN iShares MSCI Netherlands ETF 9.5 50 8 5.1 -5.5
DTH WisdomTree International High Dividend Fund 9.3 58 0 7.5 -3.0
IDMO Invesco S&P International Developed Momentum ETF 9.0 25 33 5.5 -5.1
IEV iShares Europe ETF 8.9 67 -9 6.2 -4.4
IVLU iShares MSCI Intl Value Factor ETF 8.9 30 28 8.5 -2.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 8.6 25 33 6.7 -3.9
JHID John Hancock International High Dividend ETF 8.2 46 12 8.2 -2.3
VGK Vanguard FTSE Europe ETF 8.1 6 52 6.9 -3.7
IEUR iShares Core MSCI Europe ETF 7.9 11 47 6.7 -3.9
SPEU SPDR Portfolio Europe ETF 7.9 7 51 6.8 -3.8
FICS First Trust International Developed Capital Strength ETF 7.8 70 -12 6.9 -3.7
UIVM VictoryShares International Value Momentum ETF 7.7 35 23 8.5 -2.0
IMTM iShares MSCI Intl Momentum Factor ETF 7.4 30 28 5.0 -5.6
EZU iShares MSCI Eurozone ETF 7.4 52 6 6.0 -4.5
DFIV Dimensional International Value ETF 7.4 27 31 8.1 -2.4
DOL WisdomTree International LargeCap Dividend Fund 7.1 48 10 6.0 -4.5
BBEU JPMorgan BetaBuilders Europe ETF 7.1 9 49 6.5 -4.0
QINT American Century Quality Diversified International ETF 7.1 39 19 7.0 -3.6
FDEV Fidelity International Multifactor ETF 7.1 18 40 7.2 -3.3
FEZ SPDR EURO STOXX 50 ETF 7.0 29 29 6.1 -4.4
FLEE Franklin FTSE Europe ETF 6.9 9 49 6.6 -3.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 6.8 45 13 6.0 -4.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 6.7 46 12 5.8 -4.8
FGM First Trust Germany AlphaDEX Fund 6.7 80 -22 5.2 -5.4
VYMI Vanguard International High Dividend Yield ETF 6.7 17 41 8.4 -2.2
FKU First Trust United Kingdom AlphaDEX Fund 6.7 80 -22 7.5 -3.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6.7 45 13 7.2 -3.4
IXG iShares Global Financials ETF 6.4 42 16 6.7 -3.8
NUDM Nuveen ESG International Developed Markets Equity ETF 6.4 31 27 5.9 -4.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 6.3 30 28 6.3 -4.3
FENI Fidelity Enhanced International ETF 6.3 28 30 6.1 -4.5
FEP First Trust Europe AlphaDEX Fund 6.3 80 -22 7.2 -3.3
GCOW Pacer Global Cash Cows Dividend ETF 6.1 60 -2 9.2 -1.4
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6.1 20 38 5.9 -4.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 5.9 35 23 6.0 -4.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 5.9 80 -22 5.5 -5.0
FIVA Fidelity International Value Factor ETF 5.9 18 40 7.8 -2.7
FNDF Schwab Fundamental International Large Co. Index ETF 5.8 25 33 7.9 -2.6
FLGR Franklin FTSE Germany ETF 5.8 9 49 6.8 -3.7
STXI Strive International Developed Markets ETF 5.7 29 29 6.0 -4.5
INTF iShares International Equity Factor ETF 5.7 15 43 6.8 -3.8
EWQ iShares MSCI France ETF 5.7 53 5 6.8 -3.8
EFA iShares MSCI EAFE ETF 5.6 35 23 6.0 -4.5
FLGB Franklin FTSE United Kingdom ETF 5.6 9 49 6.9 -3.6
EWG iShares MSCI Germany ETF 5.6 50 8 6.2 -4.3
INEQ Columbia International Equity Income ETF 5.6 45 13 7.9 -2.7
FEUZ First Trust Eurozone AlphaDEX ETF 5.6 80 -22 7.0 -3.6
FYLD Cambria Foreign Shareholder Yield ETF 5.5 59 -1 10.5 -0.1
ESGD iShares ESG Aware MSCI EAFE ETF 5.3 20 38 6.1 -4.5
DWMF WisdomTree International Multifactor Fund 5.3 38 20 6.7 -3.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 5.3 25 33 6.4 -4.1
DAX Global X DAX Germany ETF 5.3 21 37 6.4 -4.1
DWX SPDR S&P International Dividend ETF 5.2 45 13 6.9 -3.7
AGQI First Trust Active Global Quality Income ETF 5.2 85 -27 6.7 -3.9
JHMD John Hancock Multifactor Developed International ETF 5.2 39 19 6.5 -4.1
CRAK VanEck Oil Refiners ETF 5.1 61 -3 9.1 -1.4
EPOL iShares MSCI Poland ETF 5.1 59 -1 9.9 -0.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 5.1 9 49 7.7 -2.8
FID First Trust S&P International Dividend Aristocrats ETF 5.0 60 -2 8.1 -2.4
IVSI Applied Finance IVS International LrgETF 5.0 65 -7 6.4 -4.1
DWM WisdomTree International Equity Fund 5.0 48 10 5.8 -4.7
IEFA iShares Core MSCI EAFE ETF 4.9 7 51 6.4 -4.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.9 40 18 5.9 -4.7
JIRE JPMorgan International Research Enhanced Equity ETF 4.9 24 34 6.1 -4.4
EWI iShares MSCI Italy ETF 4.9 50 8 11.2 +0.7
CIL VictoryShares International Volatility Wtd ETF 4.8 45 13 5.7 -4.8
DMXF iShares ESG Advanced MSCI EAFE ETF 4.8 12 46 5.3 -5.2
IQLT iShares MSCI Intl Quality Factor ETF 4.8 30 28 5.7 -4.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 4.8 29 29 7.2 -3.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 4.7 22 36 5.6 -4.9
NORW Global X MSCI Norway ETF 4.6 50 8 7.5 -3.0
ENOR iShares MSCI Norway ETF 4.6 53 5 7.5 -3.0
IDLV Invesco S&P International Developed Low Volatility ETF 4.6 25 33 6.3 -4.3
DEW WisdomTree Global High Dividend Fund 4.6 58 0 7.5 -3.1
PICK iShares MSCI Global Metals & Mining Producers ETF 4.6 39 19 8.9 -1.6
IDHQ Invesco S&P International Developed High Quality ETF 4.5 29 29 5.8 -4.8
MOTO SmartETFs Smart Transportation & Technology ETF 4.5 68 -10 6.2 -4.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 4.5 20 38 5.8 -4.7
PPIE Putnam PanAgora ESG International Equity ETF 4.5 49 9 6.8 -3.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.4 36 22 5.7 -4.9
AVIV Avantis International Large Cap Value ETF 4.4 25 33 7.2 -3.3
IDEV iShares Core MSCI International Developed Markets ETF 4.3 4 54 6.3 -4.2
GSID Goldman Sachs MarketBeta International Equity ETF 4.3 20 38 6.1 -4.4
DVYE iShares Emerging Markets Dividend ETF 4.3 49 9 17.7 +7.1
MXI iShares Global Materials ETF 4.3 41 17 6.3 -4.3
HFXI IQ FTSE International Equity Currency Neutral ETF 4.3 20 38 6.0 -4.5
DFAI Dimensional International Core Equity Market ETF 4.3 18 40 6.3 -4.3
WWJD Inspire International ETF 4.2 80 -22 6.6 -4.0
VEA Vanguard FTSE Developed Markets ETF 4.1 3 55 6.3 -4.2
JPIN J.P. Morgan Diversified Return International Equity ETF 4.0 37 21 7.3 -3.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 4.0 58 0 7.6 -2.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 4.0 14 44 5.7 -4.9
TPIF Timothy Plan International ETF 3.9 62 -4 5.7 -4.8
EDEN iShares MSCI Denmark ETF 3.9 53 5 6.8 -3.7
SPDW SPDR Portfolio Developed World ex-US ETF 3.9 3 55 6.2 -4.3
SCHF Schwab International Equity ETF 3.9 6 52 6.4 -4.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 3.9 12 46 5.6 -5.0
BKIE BNY Mellon International Equity ETF 3.8 4 54 6.3 -4.3
WDIV SPDR S&P Global Dividend ETF 3.8 40 18 9.5 -1.1
IQSI IQ Candriam International Equity ETF 3.6 15 43 5.9 -4.7
RCGE RockCreek Global Equality ETF 3.6 95 -37 6.4 -4.2
EWUS iShares MSCI United Kingdom Small Cap ETF 3.5 59 -1 7.6 -2.9
CWI SPDR MSCI ACWI ex-US ETF 3.5 30 28 6.8 -3.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 3.5 39 19 7.3 -3.2
OEFA ALPS O’Shares International Developed Quality Dividend ETF 3.5 48 10 4.6 -6.0
VIDI Vident International Equity Strategy ETF 3.5 61 -3 8.9 -1.7
DFSI Dimensional International Sustainability Core 1 ETF 3.4 24 34 5.9 -4.7
ACWX iShares MSCI ACWI ex U.S. ETF 3.4 34 24 6.8 -3.8
AVSD Avantis Responsible International Equity ETF 3.3 23 35 6.3 -4.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.3 39 19 6.4 -4.1
VEU Vanguard FTSE All-World ex-US Index Fund 3.2 4 54 7.1 -3.4
DTAN Sparkline International Intangible Value ETF 3.2 55 3 7.6 -2.9
AVDE Avantis International Equity ETF 3.1 23 35 6.5 -4.0
DRIV Global X Autonomous & Electric Vehicles ETF 3.1 68 -10 3.9 -6.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.1 47 11 7.9 -2.6
DXIV Dimensional International Vector Equity ETF 3.1 34 24 6.8 -3.7
GVAL Cambria Global Value ETF 3.1 68 -10 9.5 -1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.1 65 -7 8.0 -2.5
VXUS Vanguard Total International Stock ETF 3.0 5 53 7.0 -3.5
IXUS iShares Core MSCI Total International Stock ETF 3.0 7 51 7.0 -3.6
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.0 75 -17 6.0 -4.5
EWP iShares MSCI Spain ETF 3.0 50 8 6.3 -4.2
DFIC Dimensional International Core Equity 2 ETF 3.0 23 35 6.5 -4.0
IMOM Alpha Architect International Quantitative Momentum ETF 3.0 49 9 4.3 -6.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 2.9 58 0 5.6 -4.9
IQDG WisdomTree International Quality Dividend Growth Fund 2.9 42 16 6.0 -4.6
SDIV Global X Superdividend ETF 2.9 58 0 13.5 +3.0
DGT State Street SPDR Global Dow ETF 2.8 50 8 6.1 -4.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.8 41 17 6.4 -4.1
NUKZ Range Nuclear Renaissance Index ETF 2.8 85 -27 1.3 -9.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 2.8 58 0 6.6 -3.9
IDRV iShares Self-driving EV & Tech ETF 2.7 47 11 1.4 -9.1
SCHY Schwab International Dividend Equity ETF 2.7 14 44 8.5 -2.1
ICOW Pacer Developed Markets International Cash Cows 100 ETF 2.7 65 -7 8.0 -2.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.6 18 40 6.8 -3.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.6 24 34 7.0 -3.5
FLSW Franklin FTSE Switzerland ETF 2.5 9 49 6.0 -4.6
EWL iShares MSCI Switzerland ETF 2.5 50 8 5.7 -4.8
GSIB Themes Global Systemically Important Banks ETF 2.5 35 23 9.7 -0.8
VSGX Vanguard ESG International Stock ETF 2.5 10 48 7.1 -3.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.5 46 12 7.5 -3.1
CLNR IQ Cleaner Transport ETF 2.5 45 13 3.9 -6.7
ICPY Tweedy, Browne International Insider Value ETF 2.4 80 -22 22.7 +12.2
DIHP Dimensional International High Profitability ETF 2.4 29 29 5.9 -4.6
IMFL Invesco International Developed Dynamic Multifactor ETF 2.4 34 24 5.3 -5.2
EWK iShares MSCI Belgium ETF 2.4 50 8 4.3 -6.3
EUDV ProShares MSCI Europe Dividend Growers ETF 2.4 55 3 5.8 -4.7
DIM WisdomTree International MidCap Dividend Fund 2.4 58 0 6.5 -4.0
EMDM First Trust Bloomberg Emerging Market Democracies ETF 2.3 75 -17 7.1 -3.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.3 32 26 5.3 -5.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.2 80 -22 3.8 -6.8
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 43 6.2 -4.4
ISCF iShares International SmallCap Equity Factor ETF 2.1 23 35 7.5 -3.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 33 5.7 -4.8
BLES Inspire Global Hope ETF 2.1 61 -3 6.1 -4.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.1 70 -12 4.2 -6.3
FDVV Fidelity High Dividend ETF 2.1 15 43 7.1 -3.4
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 28 5.3 -5.2
IVAL Alpha Architect International Quantitative Value ETF 1.9 49 9 7.9 -2.6
FTRI First Trust Indxx Global Natural Resources Income ETF 1.9 70 -12 6.3 -4.3
COPY Tweedy, Browne Insider + Value ETF 1.9 80 -22 16.1 +5.6
FRGN Horizon International Equity ETF 1.9 75 -17 8.6 -2.0
OAIM OneAscent International Equity ETF 1.9 95 -37 4.9 -5.6
GEW Cambria Global EW ETF 1.8 29 29 5.6 -4.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.8 30 28 6.8 -3.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.8 80 -22 7.1 -3.5
FSZ First Trust Switzerland AlphaDEX Fund 1.8 80 -22 5.2 -5.3
WLDR Affinity World Leaders Equity ETF 1.8 67 -9 6.7 -3.9
IQDF FlexShares International Quality Dividend Index Fund 1.8 47 11 8.1 -2.5
IOO iShares Global 100 ETF 1.8 41 17 4.2 -6.3
IEUS iShares MSCI Europe Small-Cap ETF 1.7 42 16 7.2 -3.4
STCE Schwab Crypto Thematic ETF 1.7 30 28 3.0 -7.5
CGIE Capital Group International Equity ETF 1.7 54 4 4.8 -5.8
QTUM Defiance Quantum ETF 1.6 40 18 4.9 -5.6
CZAR Themes Natural Monopoly ETF 1.6 35 23 5.5 -5.1
ITOL Tema International Durable Quality ETF 1.5 60 -2 5.3 -5.3
TOK iShares MSCI Kokusai ETF 1.5 26 32 4.6 -5.9
DEM WisdomTree Emerging Markets High Dividend Fund 1.5 63 -5 11.2 +0.7
IGRO iShares International Dividend Growth ETF 1.5 15 43 7.0 -3.5
CGDG Capital Group Dividend Growers ETF 1.5 47 11 5.3 -5.2
DISV Dimensional International Small Cap Value ETF 1.5 42 16 8.6 -2.0
URTH iShares MSCI World ETF 1.4 24 34 4.7 -5.9
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 48 5.4 -5.2
ESGG FlexShares STOXX Global ESG Select Index Fund 1.4 42 16 4.5 -6.0
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 8 5.9 -4.6
GLOF iShares Global Equity Factor ETF 1.4 20 38 6.0 -4.5
UMMA Wahed Dow Jones Islamic World ETF 1.4 65 -7 4.1 -6.5
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.3 95 -37 10.9 +0.3
ACWI iShares MSCI ACWI ETF 1.3 32 26 5.0 -5.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 38 5.1 -5.4
RXI iShares Global Consumer Discretionary ETF 1.3 41 17 8.2 -2.3
JXI iShares Global Utilities ETF 1.2 43 15 4.9 -5.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 49 4.7 -5.8
URAN Themes Uranium & Nuclear ETF 1.2 35 23 0.9 -9.7
FEM First Trust Emerging Markets AlphaDEX Fund 1.2 80 -22 9.4 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 49 5.2 -5.3
VT Vanguard Total World Stock ETF 1.2 6 52 5.4 -5.2
CGXU Capital Group International Focus Equity ETF 1.1 54 4 4.3 -6.2
FPAG FPA Global Equity ETF 1.1 49 9 6.3 -4.3
FPXI First Trust International Equity Opportunities ETF 1.1 70 -12 4.3 -6.2
IPAV Global X Infrastructure Development ex-U.S. ETF 1.1 55 3 6.2 -4.4
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.1 65 -7 4.4 -6.2
AVDV Avantis International Small Cap Value ETF 1.0 36 22 8.1 -2.4
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 4.3 -6.2
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 26 5.4 -5.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.9 46 12 5.0 -5.5
IXP iShares Global Comm Services ETF 0.8 42 16 5.6 -4.9
DFIS Dimensional International Small Cap ETF 0.8 39 19 6.4 -4.1
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 6.8 -3.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.8 20 38 5.7 -4.8
PBD Invesco Global Clean Energy ETF 0.8 75 -17 0.3 -10.2
ROAM Hartford Multifactor Emerging Markets ETF 0.8 44 14 8.3 -2.2
AQLT iShares MSCI Global Quality Factor ETF 0.8 18 40 0.0 -10.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.7 40 18 6.5 -4.1
PIEL Pacer International Export Leaders ETF 0.7 60 -2 4.5 -6.0
BINV Brandes International ETF 0.7 70 -12 8.9 -1.7
EMMF WisdomTree Emerging Markets Multifactor Fund 0.7 48 10 9.2 -1.3
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 -12 3.2 -7.4
DFEV Dimensional Emerging Markets Value ETF 0.6 43 15 10.5 -0.1
NXTG First Trust Indxx NextG ETF 0.6 70 -12 4.7 -5.8
ERTH Invesco MSCI Sustainable Future ETF 0.6 62 -4 3.1 -7.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 46 4.8 -5.8
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.6 35 23 12.0 +1.4
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 13 9.8 -0.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 50 6.6 -4.0
CCNR ALPS CoreCommodity Natural Resources ETF 0.6 39 19 8.2 -2.4
AVDS Avantis International Small Cap Equity ETF 0.6 30 28 6.3 -4.2
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -31 4.8 -5.7
LDEM iShares ESG MSCI EM Leaders ETF 0.5 17 41 12.6 +2.1
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 29 29 8.0 -2.5
GLBL Pacer MSCI World Industry Advantage ETF 0.5 65 -7 3.8 -6.7
JGLO JPMorgan Global Select Equity ETF 0.4 33 25 4.5 -6.0
AFK VanEck Africa Index ETF 0.4 98 -40 11.1 +0.5
AVES Avantis Emerging Markets Value ETF 0.4 36 22 9.4 -1.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.4 45 13 -0.9 -11.5
KNCT Invesco Next Gen Connectivity ETF 0.3 40 18 3.9 -6.6
HEDJ WisdomTree Europe Hedged Equity Fund 0.3 58 0 6.4 -4.2
RNEM First Trust Emerging Markets Equity Select ETF 0.3 75 -17 8.1 -2.4
STXE Strive Emerging Markets Ex-China ETF 0.3 32 26 6.1 -4.4
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 33 9.1 -1.5
IXC iShares Global Energy ETF 0.3 44 14 7.1 -3.4
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 25 7.0 -3.6
WSML iShares MSCI World Small-Cap ETF 0.3 15 43 5.8 -4.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.3 47 11 5.0 -5.5
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 33 5.9 -4.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 19 7.1 -3.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 16 4.2 -6.3
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 8 8.8 -1.7
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 28 8.4 -2.2
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 43 6.2 -4.3
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 10.0 -0.6
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 9 8.2 -2.3
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 6.1 -4.4
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -30 8.8 -1.7
EEM iShares MSCI Emerging Markets ETF 0.2 69 -11 8.6 -1.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 9 6.3 -4.3
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 5 5.8 -4.7
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 49 8.9 -1.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 20 7.6 -2.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -8 7.9 -2.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 13 8.9 -1.7
XCEM Columbia EM Core ex-China ETF 0.2 16 42 5.7 -4.9
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 23 7.6 -2.9
AVEM Avantis Emerging Markets Equity ETF 0.1 33 25 7.8 -2.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -22 9.3 -1.3
EXI iShares Global Industrials ETF 0.1 42 16 3.7 -6.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 25 7.5 -3.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 17 5.4 -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 1.2 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 10.5 %
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.