First Trust Stoxx European Select Dividend Index Fund
ALTAR
Score™		 9.3% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 12.5x P/Sales
ratio		 1.3x
P/BV
ratio		 1.4x Div.
yield		 4.5%


  • 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) $931
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 5.8 %
TELEPERFORMANCE 5.4 %
B&M EUROPEAN VALUE RETAIL SA. 4.5 %
TAYLOR WIMPEY PLC 4.4 %
DET NORSKE OLJESELSKAP ASA 4.3 %
ABN AMRO GROUP N.V. SHS DEPOSITARY 4.3 %
AEGON LTD 4.2 %
INVESTEC PLC 4.0 %
NATWEST GROUP PLC 3.8 %
ASR NEDERLAND NV 3.6 %
Total 44.3 %

TOP COUNTRY EXPOSURE
FRANCE 24.2 %
BRITAIN 23.9 %
NETHERLANDS 22.0 %
GERMANY 7.2 %
LUXEMBOURG 4.5 %
NORWAY 4.3 %
ITALY 3.0 %
POLAND 3.0 %
BELGIUM 3.0 %
SWITZERLAND 2.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
21.3% 35.6% 13.3% 11.1% 2.9%

Market Correlations
versus... Beta R-squared
S&P500 0.80 44%
MSCI EAFE 0.87 77%
MSCI Emg. Mkts. 0.42 45%

Technical Indicators
Recent close $20.42
30d moving avg. $19.62
Annualized volatility 16.5%
Short interest (ETF) 0.0%
Relative strength (RSI) 68

Liquidity measures
Avg. volume (thou.) 120
Turnover 0.3%
Bid/Ask (% of price) 0.26%
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
(%)
EUFN iShares MSCI Europe Financials ETF 21.7 51 7 6.4 -2.9
EFAS Global X MSCI SuperDividend EAFE ETF 19.0 57 1 7.0 -2.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 16.0 56 2 9.2 -0.1
RFDI First Trust Riverfront Dynamic Developed International ETF 12.8 83 -25 7.3 -2.0
EWN iShares MSCI Netherlands ETF 12.5 50 8 4.5 -4.8
EFV iShares MSCI EAFE Value ETF 12.4 34 24 7.2 -2.1
LVHI Franklin International Low Volatility High Dividend Index ET 11.3 40 18 7.4 -1.9
JHID John Hancock International High Dividend ETF 10.8 46 12 7.7 -1.6
DTH WisdomTree International High Dividend Fund 10.3 58 0 7.0 -2.3
FEZ SPDR EURO STOXX 50 ETF 10.0 29 29 5.7 -3.6
IEV iShares Europe ETF 9.9 67 -9 5.9 -3.4
IDOG ALPS International Sector Dividend Dogs ETF 9.8 50 8 9.0 -0.3
IVLU iShares MSCI Intl Value Factor ETF 9.7 30 28 7.7 -1.6
HEZU iShares Currency Hedged MSCI Eurozone ETF 9.3 53 5 5.4 -3.8
EZU iShares MSCI Eurozone ETF 9.3 52 6 5.6 -3.7
VGK Vanguard FTSE Europe ETF 9.3 6 52 6.5 -2.8
IEUR iShares Core MSCI Europe ETF 9.1 11 47 6.4 -2.9
SPEU SPDR Portfolio Europe ETF 9.0 7 51 6.5 -2.8
EWU iShares MSCI United Kingdom ETF 8.8 50 8 7.2 -2.1
FICS First Trust International Developed Capital Strength ETF 8.7 70 -12 6.8 -2.5
FIDI Fidelity International High Dividend ETF 8.7 18 40 6.9 -2.3
FYLD Cambria Foreign Shareholder Yield ETF 8.6 59 -1 9.5 +0.2
DIVI Franklin International Core Dividend Tilt Index ETF 8.5 9 49 6.4 -2.9
EWQ iShares MSCI France ETF 8.5 53 5 6.7 -2.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 8.0 9 49 7.6 -1.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 7.9 80 -22 5.4 -3.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 7.9 45 13 5.5 -3.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 7.9 25 33 6.3 -3.0
VYMI Vanguard International High Dividend Yield ETF 7.5 17 41 7.6 -1.7
UIVM VictoryShares International Value Momentum ETF 7.5 35 23 7.7 -1.6
IXG iShares Global Financials ETF 7.4 42 16 5.8 -3.5
DWMF WisdomTree International Multifactor Fund 7.3 38 20 6.8 -2.5
IMTM iShares MSCI Intl Momentum Factor ETF 7.2 30 28 4.6 -4.7
DOL WisdomTree International LargeCap Dividend Fund 7.2 48 10 5.5 -3.8
FID First Trust S&P International Dividend Aristocrats ETF 7.1 60 -2 7.5 -1.8
FLEE Franklin FTSE Europe ETF 7.1 9 49 6.3 -3.0
BBEU JPMorgan BetaBuilders Europe ETF 7.1 9 49 6.2 -3.1
JIVE JPMorgan International Value ETF 7.0 55 3 7.8 -1.5
NUDM Nuveen ESG International Developed Markets Equity ETF 7.0 31 27 5.4 -3.9
DFIV Dimensional International Value ETF 6.9 27 31 7.4 -1.9
IPKW Invesco International BuyBack Achievers ETF 6.9 55 3 7.7 -1.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6.8 20 38 5.5 -3.8
DWX SPDR S&P International Dividend ETF 6.7 45 13 6.6 -2.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 6.7 58 0 9.2 -0.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 6.7 46 12 5.4 -3.9
CEFA Global X S&P Catholic Values Developed ex-US ETF 6.6 35 23 5.5 -3.8
INEQ Columbia International Equity Income ETF 6.6 45 13 7.5 -1.8
FEUZ First Trust Eurozone AlphaDEX ETF 6.6 80 -22 6.5 -2.8
ESGD iShares ESG Aware MSCI EAFE ETF 6.5 20 38 5.6 -3.6
HEFA iShares Currency Hedged MSCI EAFE ETF 6.4 35 23 5.7 -3.6
EFA iShares MSCI EAFE ETF 6.3 35 23 5.6 -3.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 6.1 30 28 5.9 -3.3
IQLT iShares MSCI Intl Quality Factor ETF 6.1 30 28 5.4 -3.9
FIVA Fidelity International Value Factor ETF 6.1 18 40 7.0 -2.3
INTF iShares International Equity Factor ETF 6.0 15 43 6.3 -3.0
DMXF iShares ESG Advanced MSCI EAFE ETF 5.9 12 46 4.8 -4.5
FNDF Schwab Fundamental International Large Co. Index ETF 5.9 25 33 7.1 -2.2
STXI Strive International Developed Markets ETF 5.9 29 29 6.4 -2.9
FLGR Franklin FTSE Germany ETF 5.8 9 49 6.7 -2.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 5.7 14 44 5.2 -4.1
FLGB Franklin FTSE United Kingdom ETF 5.6 9 49 6.6 -2.6
QINT American Century Quality Diversified International ETF 5.6 39 19 6.4 -2.8
IEFA iShares Core MSCI EAFE ETF 5.5 7 51 5.9 -3.4
IDHQ Invesco S&P International Developed High Quality ETF 5.5 29 29 5.0 -4.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 5.4 40 18 5.6 -3.7
EWG iShares MSCI Germany ETF 5.4 50 8 6.0 -3.3
DAX Global X DAX Germany ETF 5.4 21 37 6.2 -3.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 5.4 45 13 6.5 -2.8
DWM WisdomTree International Equity Fund 5.4 48 10 5.5 -3.8
WDIV SPDR S&P Global Dividend ETF 5.3 40 18 8.8 -0.5
IVSI Applied Finance IVS International Large ETF 5.2 65 -7 5.8 -3.5
JHMD John Hancock Multifactor Developed International ETF 5.2 39 19 6.1 -3.2
DEW WisdomTree Global High Dividend Fund 5.1 58 0 7.0 -2.3
FKU First Trust United Kingdom AlphaDEX Fund 5.0 80 -22 7.1 -2.2
IDMO Invesco S&P International Developed Momentum ETF 5.0 25 33 5.0 -4.3
JIRE JPMorgan International Research Enhanced Equity ETF 5.0 24 34 5.7 -3.6
FGM First Trust Germany AlphaDEX Fund 5.0 80 -22 5.0 -4.2
DFAI Dimensional International Core Equity Market ETF 4.9 18 40 5.9 -3.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.9 12 46 5.3 -4.0
IDEV iShares Core MSCI International Developed Markets ETF 4.9 4 54 5.9 -3.4
IDLV Invesco S&P International Developed Low Volatility ETF 4.8 25 33 6.2 -3.0
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 -3.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 4.8 25 33 6.0 -3.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 4.7 29 29 6.9 -2.4
VEA Vanguard FTSE Developed Markets ETF 4.6 3 55 5.8 -3.5
SCHF Schwab International Equity ETF 4.5 6 52 5.8 -3.5
GCOW Pacer Global Cash Cows Dividend ETF 4.5 60 -2 9.2 -0.1
FRGN Horizon International Equity ETF 4.3 75 -17 7.7 -1.6
NORW Global X MSCI Norway ETF 4.3 50 8 7.6 -1.7
ENOR iShares MSCI Norway ETF 4.3 53 5 7.5 -1.7
SPDW SPDR Portfolio Developed World ex-US ETF 4.3 3 55 5.7 -3.6
AVIV Avantis International Large Cap Value ETF 4.3 25 33 6.7 -2.6
DFSI Dimensional International Sustainability Core 1 ETF 4.3 24 34 5.5 -3.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.3 36 22 5.2 -4.1
GSID Goldman Sachs MarketBeta International Equity ETF 4.3 20 38 5.7 -3.6
IQSI IQ Candriam International Equity ETF 4.1 15 43 5.5 -3.8
OAIM OneAscent International Equity ETF 4.0 95 -37 4.3 -5.0
HFXI IQ FTSE International Equity Currency Neutral ETF 4.0 20 38 5.5 -3.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.9 65 -7 7.1 -2.2
RCGE RockCreek Global Equality ETF 3.9 95 -37 5.9 -3.3
ACWX iShares MSCI ACWI ex U.S. ETF 3.8 34 24 6.2 -3.1
BKIE BNY Mellon International Equity ETF 3.8 4 54 17.5 +8.2
CWI SPDR MSCI ACWI ex-US ETF 3.8 30 28 6.3 -3.0
IQDF FlexShares International Quality Dividend Index Fund 3.8 47 11 7.2 -2.1
SCHY Schwab International Dividend Equity ETF 3.7 14 44 8.4 -0.9
FEP First Trust Europe AlphaDEX Fund 3.7 80 -22 6.7 -2.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.7 47 11 7.0 -2.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 3.6 39 19 6.7 -2.6
JPIN J.P. Morgan Diversified Return International Equity ETF 3.6 37 21 6.8 -2.4
VEU Vanguard FTSE All-World ex-US Index Fund 3.6 4 54 6.6 -2.7
AVSD Avantis Responsible International Equity ETF 3.5 23 35 5.8 -3.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.5 22 36 5.5 -3.8
MOTO SmartETFs Smart Transportation & Technology ETF 3.4 68 -10 5.6 -3.7
VIDI Vident International Equity Strategy ETF 3.4 61 -3 7.9 -1.4
IXUS iShares Core MSCI Total International Stock ETF 3.4 7 51 6.5 -2.8
VXUS Vanguard Total International Stock ETF 3.4 5 53 6.5 -2.8
IGRO iShares International Dividend Growth ETF 3.4 15 43 6.6 -2.7
DFIC Dimensional International Core Equity 2 ETF 3.3 23 35 6.1 -3.2
FDEV Fidelity International Multifactor ETF 3.3 18 40 7.0 -2.3
DRIV Global X Autonomous & Electric Vehicles ETF 3.2 68 -10 3.5 -5.8
DIM WisdomTree International MidCap Dividend Fund 3.2 58 0 6.1 -3.1
AVDE Avantis International Equity ETF 3.2 23 35 6.1 -3.2
DGT State Street SPDR Global Dow ETF 3.2 50 8 5.5 -3.7
DXIV Dimensional International Vector Equity ETF 3.2 34 24 6.4 -2.9
OEFA ALPS O’Shares International Developed Quality Dividend ETF 3.2 48 10 4.8 -4.5
GVAL Cambria Global Value ETF 3.1 68 -10 8.0 -1.3
GSIB Themes Global Systemically Important Banks ETF 3.1 35 23 7.3 -2.0
CRAK VanEck Oil Refiners ETF 3.0 61 -3 6.7 -2.5
EPOL iShares MSCI Poland ETF 3.0 59 -1 7.9 -1.4
EWK iShares MSCI Belgium ETF 3.0 50 8 3.9 -5.4
VSGX Vanguard ESG International Stock ETF 2.9 10 48 6.4 -2.9
DTAN Sparkline International Intangible Value ETF 2.8 55 3 7.0 -2.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 2.8 58 0 6.4 -2.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2.8 39 19 6.1 -3.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.7 70 -12 4.1 -5.2
MXI iShares Global Materials ETF 2.7 41 17 5.9 -3.4
PICK iShares MSCI Global Metals & Mining Producers ETF 2.7 39 19 7.9 -1.4
AGQI First Trust Active Global Quality Income ETF 2.7 85 -27 6.3 -3.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.7 46 12 7.3 -2.0
DIHP Dimensional International High Profitability ETF 2.7 29 29 5.7 -3.6
ISCF iShares International SmallCap Equity Factor ETF 2.7 23 35 7.1 -2.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 2.6 58 0 5.3 -3.9
WWJD Inspire International ETF 2.6 80 -22 6.1 -3.1
IQDG WisdomTree International Quality Dividend Growth Fund 2.6 42 16 5.7 -3.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.5 41 17 5.9 -3.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.5 18 40 6.2 -3.1
TPIF Timothy Plan International ETF 2.4 62 -4 5.5 -3.8
DVYE iShares Emerging Markets Dividend ETF 2.4 49 9 16.7 +7.4
IDRV iShares Self-driving EV & Tech ETF 2.4 47 11 1.5 -7.7
SDIV Global X Superdividend ETF 2.4 58 0 13.8 +4.5
EWI iShares MSCI Italy ETF 2.3 50 8 10.9 +1.7
CGIE Capital Group International Equity ETF 2.3 54 4 4.5 -4.8
EUDV ProShares MSCI Europe Dividend Growers ETF 2.3 55 3 5.9 -3.3
CGDG Capital Group Dividend Growers ETF 2.2 47 11 5.1 -4.1
FLSW Franklin FTSE Switzerland ETF 2.2 9 49 6.0 -3.3
EWL iShares MSCI Switzerland ETF 2.2 50 8 5.8 -3.5
IOO iShares Global 100 ETF 2.2 41 17 3.8 -5.5
IMOM Alpha Architect International Quantitative Momentum ETF 2.1 49 9 4.5 -4.7
DISV Dimensional International Small Cap Value ETF 2.1 42 16 7.7 -1.6
CLNR IQ Cleaner Transport ETF 2.1 45 13 4.0 -5.3
GEW Cambria Global EW ETF 2.0 29 29 5.3 -4.0
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 28 5.1 -4.2
WLDR Affinity World Leaders Equity ETF 2.0 67 -9 5.4 -3.9
IVAL Alpha Architect International Quantitative Value ETF 1.9 49 9 7.3 -2.0
EWUS iShares MSCI United Kingdom Small Cap ETF 1.9 59 -1 7.2 -2.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 28 6.2 -3.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.8 20 38 5.6 -3.7
IEUS iShares MSCI Europe Small-Cap ETF 1.8 42 16 6.8 -2.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 1.8 75 -17 6.0 -3.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.8 32 26 5.3 -4.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.8 80 -22 3.7 -5.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.7 24 34 6.8 -2.5
FTRI First Trust Indxx Global Natural Resources Income ETF 1.7 70 -12 6.2 -3.1
DEM WisdomTree Emerging Markets High Dividend Fund 1.6 63 -5 9.8 +0.5
TOK iShares MSCI Kokusai ETF 1.6 26 32 4.3 -5.0
EDEN iShares MSCI Denmark ETF 1.5 53 5 6.1 -3.2
URTH iShares MSCI World ETF 1.5 24 34 4.3 -5.0
ICPY Tweedy, Browne International Insider Value ETF 1.5 80 -22 20.4 +11.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 38 4.7 -4.6
JGLO JPMorgan Global Select Equity ETF 1.4 33 25 4.3 -5.0
IMFL Invesco International Developed Dynamic Multifactor ETF 1.4 34 24 5.1 -4.1
HEDJ WisdomTree Europe Hedged Equity Fund 1.4 58 0 6.1 -3.2
ACWI iShares MSCI ACWI ETF 1.4 32 26 4.6 -4.7
ABLG Abacus FCF International Leaders ETF 1.4 59 -1 6.6 -2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 1.4 42 16 4.0 -5.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 8 5.6 -3.6
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.4 95 -37 9.4 +0.1
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 48 4.9 -4.4
VT Vanguard Total World Stock ETF 1.3 6 52 4.9 -4.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 49 4.8 -4.5
BLES Inspire Global Hope ETF 1.2 61 -3 5.7 -3.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.2 25 33 5.5 -3.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 49 4.4 -4.9
COPY Tweedy, Browne Insider + Value ETF 1.2 80 -22 14.2 +5.0
GLOF iShares Global Equity Factor ETF 1.2 20 38 5.5 -3.8
UMMA Wahed Dow Jones Islamic World ETF 1.1 65 -7 3.6 -5.7
DSTX Distillate International Fundamental Stability & Value ETF 1.1 55 3 6.4 -2.9
QTUM Defiance Quantum ETF 1.0 40 18 3.8 -5.5
RXI iShares Global Consumer Discretionary ETF 1.0 41 17 8.7 -0.6
PBD Invesco Global Clean Energy ETF 1.0 75 -17 0.4 -8.9
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 4.6 -4.7
DFIS Dimensional International Small Cap ETF 0.9 39 19 6.0 -3.3
ERTH Invesco MSCI Sustainable Future ETF 0.9 62 -4 3.4 -5.9
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 26 4.6 -4.7
SCHC Schwab International Small-Cap Equity ETF 0.9 11 47 6.5 -2.8
IXP iShares Global Comm Services ETF 0.9 42 16 5.8 -3.5
FSZ First Trust Switzerland AlphaDEX Fund 0.9 80 -22 5.4 -3.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.8 80 -22 6.6 -2.7
FDRR Fidelity Dividend ETF for Rising Rates 0.8 15 43 5.5 -3.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.8 40 18 6.0 -3.3
DFEV Dimensional Emerging Markets Value ETF 0.8 43 15 9.0 -0.3
EEMO Invesco S&P Emerging Markets Momentum ETF 0.7 29 29 6.3 -3.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 46 4.4 -4.9
FEM First Trust Emerging Markets AlphaDEX Fund 0.7 80 -22 8.5 -0.8
RWX SPDR Dow Jones International Real Estate ETF 0.7 59 -1 7.3 -2.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 38 5.6 -3.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.6 88 -30 8.5 -0.8
ROAM Hartford Multifactor Emerging Markets ETF 0.6 44 14 7.3 -2.0
EMMF WisdomTree Emerging Markets Multifactor Fund 0.6 48 10 8.4 -0.9
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 13 9.5 +0.3
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 -12 2.4 -6.9
AQLT iShares MSCI Global Quality Factor ETF 0.6 18 40 0.0 -9.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.5 8 50 6.3 -3.0
LDEM iShares ESG MSCI EM Leaders ETF 0.5 17 41 12.6 +3.3
AFK VanEck Africa Index ETF 0.5 98 -40 10.4 +1.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.5 80 -22 8.7 -0.6
GLBL Pacer MSCI World Industry Advantage ETF 0.5 65 -7 3.4 -5.9
IFGL iShares International Developed Real Estate ETF 0.4 48 10 7.6 -1.7
NXTG First Trust Indxx NextG ETF 0.4 70 -12 3.4 -5.9
AVDS Avantis International Small Cap Equity ETF 0.4 30 28 5.9 -3.4
AVDV Avantis International Small Cap Value ETF 0.4 36 22 7.4 -1.9
RNEM First Trust Emerging Markets Equity Select ETF 0.4 75 -17 7.8 -1.4
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.4 35 23 9.8 +0.5
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 13 7.6 -1.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 19 7.8 -1.4
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.4 10 48 8.8 -0.5
STXE Strive Emerging Markets Ex-China ETF 0.4 32 26 5.0 -4.3
AVES Avantis Emerging Markets Value ETF 0.4 36 22 8.9 -0.4
CZAR Themes Natural Monopoly ETF 0.3 35 23 5.3 -4.0
TTAI FCF International Quality ETF 0.3 59 -1 7.1 -2.2
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.3 12 46 8.8 -0.5
VGSR Vert Global Sustainable Real Estate ETF 0.3 47 11 7.2 -2.1
IXC iShares Global Energy ETF 0.3 44 14 6.7 -2.6
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 25 5.9 -3.4
PATN Pacer Nasdaq International Patent Leaders ETF 0.3 65 -7 4.0 -5.2
KNCT Invesco Next Gen Connectivity ETF 0.3 40 18 2.9 -6.3
WSML iShares MSCI World Small-Cap ETF 0.3 15 43 5.3 -4.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 33 4.9 -4.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 16 4.1 -5.1
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 9.4 +0.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 9 7.3 -2.0
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 43 5.5 -3.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 8 7.9 -1.4
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.2 69 -11 7.6 -1.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 20 6.8 -2.4
EEM iShares MSCI Emerging Markets ETF 0.2 69 -11 7.7 -1.6
SDG iShares MSCI Global Sustainable Development Goals ETF 0.2 49 9 4.6 -4.7
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 33 8.0 -1.3
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 8 6.4 -2.9
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 5.0 -4.3
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 23 6.8 -2.5
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 49 8.0 -1.2
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 5 4.9 -4.4
AVEM Avantis Emerging Markets Equity ETF 0.2 33 25 6.9 -2.4
REET iShares Global REIT ETF 0.2 14 44 7.1 -2.2
DFGR Dimensional Global Real Estate ETF 0.2 22 36 7.2 -2.1
ERET iShares Environmentally Aware Real Estate ETF 0.2 30 28 7.0 -2.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 28 7.3 -2.0
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 4.8 -4.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -8 7.3 -2.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 19 6.6 -2.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 25 6.6 -2.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 9 5.9 -3.4
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 33 8.7 -0.6
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 17 4.7 -4.5
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -31 4.3 -5.0

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 1.4 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		 1.72 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.