First Trust Stoxx European Select Dividend Index Fund
ALTAR
Score™		 9.8% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 11.1x P/Sales
ratio		 1.1x
P/BV
ratio		 1.3x Div.
yield		 5.3%


  • 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) $731
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 %
LEGAL & GENERAL GROUP PLC 4.6 %
ABN AMRO GROUP N.V. SHS DEPOSITARY 4.4 %
A.P. MOLLER - MAERSK A/S CLASS A 4.2 %
RIO TINTO PLC 4.1 %
NN GROUP NV 4.1 %
TAYLOR WIMPEY PLC 4.0 %
POLSKI KONCERN NAFTOWY SA 3.9 %
INVESTEC PLC 3.9 %
HSBC HOLDINGS PLC 3.9 %
Total 42.2 %

TOP COUNTRY EXPOSURE
BRITAIN 27.2 %
NETHERLANDS 18.5 %
FRANCE 12.4 %
GERMANY 11.2 %
DENMARK 7.0 %
ITALY 6.6 %
NORWAY 5.1 %
POLAND 3.9 %
SWITZERLAND 2.9 %
SPAIN 2.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
61.0% 61.0% 12.4% 9.0% 1.9%

Market Correlations
versus... Beta R-squared
S&P500 0.60 43%
MSCI EAFE 0.97 82%
MSCI Emg. Mkts. 0.71 50%

Technical Indicators
Recent close $17.72
30d moving avg. $17.18
Annualized volatility 16.5%
Short interest (ETF) 0.2%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 311
Turnover 0.8%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $1,591

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 279 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™: 9.8%


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
(%)
JIVE JPMorgan International Value ETF 49.0 55 3 9.7 -0.2
IDV iShares International Select Dividend ETF 21.3 51 7 9.5 -0.3
EFAS Global X MSCI SuperDividend EAFE ETF 20.0 57 1 7.6 -2.2
EUFN iShares MSCI Europe Financials ETF 18.4 51 7 6.8 -3.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 13.4 56 2 10.1 +0.3
RFDI First Trust Riverfront Dynamic Developed International ETF 13.4 83 -25 8.0 -1.8
IPKW Invesco International BuyBack Achievers ETF 13.3 55 3 7.9 -1.9
EFV iShares MSCI EAFE Value ETF 11.5 34 24 7.8 -2.0
FIDI Fidelity International High Dividend ETF 11.2 18 40 7.4 -2.4
DIVI Franklin International Core Dividend Tilt Index ETF 11.1 9 49 6.9 -2.9
AIVI WisdomTree International AI Enhanced Value Fund 10.8 58 0 6.2 -3.6
VWID Virtus WMC International Dividend ETF 10.6 49 9 7.4 -2.5
LVHI Franklin International Low Volatility High Dividend Index ET 10.6 40 18 9.2 -0.6
IDOG ALPS International Sector Dividend Dogs ETF 10.2 50 8 10.6 +0.8
EWU iShares MSCI United Kingdom ETF 9.8 50 8 6.9 -2.9
EWN iShares MSCI Netherlands ETF 9.7 50 8 4.6 -5.2
IVLU iShares MSCI Intl Value Factor ETF 9.3 30 28 8.7 -1.1
DTH WisdomTree International High Dividend Fund 9.3 58 0 7.4 -2.4
IDMO Invesco S&P International Developed Momentum ETF 9.2 25 33 5.1 -4.7
IEV iShares Europe ETF 9.1 67 -9 5.7 -4.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 8.6 25 33 6.4 -3.4
VGK Vanguard FTSE Europe ETF 8.3 6 52 6.4 -3.5
JHID John Hancock International High Dividend ETF 8.2 46 12 8.4 -1.4
IEUR iShares Core MSCI Europe ETF 8.1 11 47 6.3 -3.5
DFIV Dimensional International Value ETF 8.0 27 31 8.1 -1.7
SPEU SPDR Portfolio Europe ETF 7.9 7 51 6.3 -3.5
FICS First Trust International Developed Capital Strength ETF 7.9 70 -12 6.4 -3.4
UIVM VictoryShares International Value Momentum ETF 7.7 35 23 7.5 -2.3
EZU iShares MSCI Eurozone ETF 7.6 52 6 5.6 -4.2
IMOM Alpha Architect International Quantitative Momentum ETF 7.3 49 9 3.9 -6.0
VYMI Vanguard International High Dividend Yield ETF 7.3 17 41 8.2 -1.6
FKU First Trust United Kingdom AlphaDEX Fund 7.2 80 -22 6.5 -3.3
IMTM iShares MSCI Intl Momentum Factor ETF 7.2 30 28 4.7 -5.1
FEZ SPDR EURO STOXX 50 ETF 7.2 29 29 5.5 -4.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 7.2 80 -22 5.5 -4.3
DOL WisdomTree International LargeCap Dividend Fund 7.1 48 10 6.1 -3.7
BBEU JPMorgan BetaBuilders Europe ETF 7.1 9 49 6.2 -3.6
QINT American Century Quality Diversified International ETF 7.1 39 19 6.1 -3.7
FDEV Fidelity International Multifactor ETF 7.1 18 40 6.5 -3.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 7.0 45 13 6.0 -3.8
FLEE Franklin FTSE Europe ETF 6.9 9 49 6.2 -3.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 6.7 46 12 5.9 -3.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6.7 45 13 7.5 -2.3
FGM First Trust Germany AlphaDEX Fund 6.7 80 -22 5.8 -4.0
GCOW Pacer Global Cash Cows Dividend ETF 6.6 60 -2 9.7 -0.1
NUDM Nuveen ESG International Developed Markets Equity ETF 6.6 31 27 5.7 -4.1
FEP First Trust Europe AlphaDEX Fund 6.5 80 -22 6.9 -3.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 6.4 30 28 6.0 -3.8
FENI Fidelity Enhanced International ETF 6.3 28 30 5.6 -4.3
IXG iShares Global Financials ETF 6.2 42 16 5.9 -4.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6.2 20 38 5.4 -4.4
FLGR Franklin FTSE Germany ETF 6.2 9 49 6.4 -3.4
FNDF Schwab Fundamental International Large Co. Index ETF 6.2 25 33 8.2 -1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 6.2 35 23 5.7 -4.1
EWG iShares MSCI Germany ETF 6.0 50 8 5.7 -4.1
FYLD Cambria Foreign Shareholder Yield ETF 6.0 59 -1 10.4 +0.5
INTF iShares International Equity Factor ETF 6.0 15 43 6.5 -3.3
STXI Strive International Developed Markets ETF 6.0 29 29 5.6 -4.2
INEQ Columbia International Equity Income ETF 5.9 45 13 7.5 -2.3
FIVA Fidelity International Value Factor ETF 5.9 18 40 8.0 -1.8
EFA iShares MSCI EAFE ETF 5.9 35 23 5.7 -4.1
FEUZ First Trust Eurozone AlphaDEX ETF 5.9 80 -22 6.5 -3.3
FLGB Franklin FTSE United Kingdom ETF 5.6 9 49 6.6 -3.2
ESGD iShares ESG Aware MSCI EAFE ETF 5.6 20 38 5.7 -4.1
DAX Global X DAX Germany ETF 5.5 21 37 6.2 -3.7
AGQI First Trust Active Global Quality Income ETF 5.5 85 -27 4.6 -5.3
EWQ iShares MSCI France ETF 5.4 53 5 6.0 -3.8
DWMF WisdomTree International Multifactor Fund 5.3 38 20 6.4 -3.5
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 5.3 9 49 8.3 -1.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 5.3 25 33 6.2 -3.6
JHMD John Hancock Multifactor Developed International ETF 5.2 39 19 6.5 -3.4
IEFA iShares Core MSCI EAFE ETF 5.1 7 51 6.1 -3.8
DMXF iShares ESG Advanced MSCI EAFE ETF 5.0 12 46 5.0 -4.8
IQLT iShares MSCI Intl Quality Factor ETF 5.0 30 28 5.3 -4.5
DWM WisdomTree International Equity Fund 5.0 48 10 6.3 -3.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.9 40 18 6.4 -3.4
EWI iShares MSCI Italy ETF 4.9 50 8 8.6 -1.3
JIRE JPMorgan International Research Enhanced Equity ETF 4.9 24 34 6.3 -3.6
CIL VictoryShares International Volatility Wtd ETF 4.8 45 13 5.7 -4.1
IDHQ Invesco S&P International Developed High Quality ETF 4.8 29 29 5.3 -4.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 4.8 29 29 6.9 -3.0
MOTO SmartETFs Smart Transportation & Technology ETF 4.7 68 -10 5.5 -4.3
FID First Trust S&P International Dividend Aristocrats ETF 4.7 60 -2 7.3 -2.5
DWX SPDR S&P International Dividend ETF 4.7 45 13 6.8 -3.0
IDLV Invesco S&P International Developed Low Volatility ETF 4.6 25 33 6.2 -3.6
DEW WisdomTree Global High Dividend Fund 4.6 58 0 7.6 -2.2
IDEV iShares Core MSCI International Developed Markets ETF 4.5 4 54 6.0 -3.8
DFAI Dimensional International Core Equity Market ETF 4.5 18 40 6.0 -3.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 4.5 20 38 5.6 -4.3
PPIE Putnam PanAgora ESG International Equity ETF 4.5 49 9 6.9 -2.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.4 36 22 5.8 -4.0
MXI iShares Global Materials ETF 4.4 41 17 6.2 -3.6
AVIV Avantis International Large Cap Value ETF 4.4 25 33 7.4 -2.4
VEA Vanguard FTSE Developed Markets ETF 4.4 3 55 6.1 -3.7
GSID Goldman Sachs MarketBeta International Equity ETF 4.3 20 38 5.8 -4.0
ENOR iShares MSCI Norway ETF 4.3 53 5 9.4 -0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 4.3 20 38 5.9 -3.9
NORW Global X MSCI Norway ETF 4.3 50 8 9.5 -0.3
WWJD Inspire International ETF 4.2 80 -22 6.4 -3.4
PICK iShares MSCI Global Metals & Mining Producers ETF 4.1 39 19 8.8 -1.0
SPDW SPDR Portfolio Developed World ex-US ETF 4.1 3 55 6.0 -3.8
SCHF Schwab International Equity ETF 4.1 6 52 6.2 -3.6
JPIN J.P. Morgan Diversified Return International Equity ETF 4.0 37 21 7.2 -2.6
SDIV Global X Superdividend ETF 4.0 58 0 15.5 +5.6
EFAV iShares MSCI EAFE Min Vol Factor ETF 4.0 22 36 5.5 -4.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 4.0 58 0 7.3 -2.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 4.0 14 44 5.5 -4.3
TPIF Timothy Plan International ETF 3.9 62 -4 5.4 -4.4
CRAK VanEck Oil Refiners ETF 3.9 61 -3 11.1 +1.3
EPOL iShares MSCI Poland ETF 3.9 59 -1 9.5 -0.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 3.9 12 46 5.2 -4.7
WDIV SPDR S&P Global Dividend ETF 3.9 40 18 8.4 -1.5
BKIE BNY Mellon International Equity ETF 3.8 4 54 6.0 -3.8
DMAT Global X Disruptive Materials ETF 3.7 59 -1 4.9 -4.9
IQSI IQ Candriam International Equity ETF 3.6 15 43 5.6 -4.2
CWI SPDR MSCI ACWI ex-US ETF 3.6 30 28 6.4 -3.4
ACWX iShares MSCI ACWI ex U.S. ETF 3.6 34 24 6.4 -3.4
EWUS iShares MSCI United Kingdom Small Cap ETF 3.6 59 -1 6.9 -2.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 3.5 39 19 6.8 -3.1
DFSI Dimensional International Sustainability Core 1 ETF 3.5 24 34 5.4 -4.4
RCGE RockCreek Global Equality ETF 3.4 95 -37 6.0 -3.8
OEFA ALPS O’Shares International Developed Quality Dividend ETF 3.4 48 10 4.6 -5.2
DVYE iShares Emerging Markets Dividend ETF 3.4 49 9 16.9 +7.1
VEU Vanguard FTSE All-World ex-US Index Fund 3.4 4 54 6.8 -3.0
AVSD Avantis Responsible International Equity ETF 3.3 23 35 4.6 -5.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.3 39 19 5.8 -4.0
VIDI Vident International Equity Strategy ETF 3.3 61 -3 9.3 -0.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 3.2 65 -7 9.8 -0.1
EDEN iShares MSCI Denmark ETF 3.2 53 5 5.4 -4.4
DXIV Dimensional International Vector Equity ETF 3.2 34 24 6.6 -3.2
VXUS Vanguard Total International Stock ETF 3.2 5 53 6.8 -3.0
IXUS iShares Core MSCI Total International Stock ETF 3.2 7 51 6.7 -3.1
IDRV iShares Self-driving EV & Tech ETF 3.2 47 11 3.0 -6.8
AVDE Avantis International Equity ETF 3.1 23 35 6.3 -3.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.1 65 -7 7.1 -2.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.1 47 11 7.0 -2.8
DFIC Dimensional International Core Equity 2 ETF 3.1 23 35 6.3 -3.5
DTAN Sparkline International Intangible Value ETF 3.1 55 3 7.3 -2.5
IQDG WisdomTree International Quality Dividend Growth Fund 3.0 42 16 5.9 -3.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 2.9 58 0 5.8 -4.0
FLSW Franklin FTSE Switzerland ETF 2.9 9 49 5.5 -4.3
EWL iShares MSCI Switzerland ETF 2.9 50 8 5.1 -4.7
DGT State Street SPDR Global Dow ETF 2.9 50 8 5.9 -3.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.8 41 17 6.4 -3.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.8 68 -10 4.1 -5.8
SCHY Schwab International Dividend Equity ETF 2.8 14 44 8.8 -1.0
GVAL Cambria Global Value ETF 2.8 68 -10 9.3 -0.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 2.8 58 0 5.7 -4.1
GSIB Themes Global Systemically Important Banks ETF 2.7 35 23 8.2 -1.6
CLNR IQ Cleaner Transport ETF 2.7 45 13 4.9 -4.9
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.7 75 -17 6.7 -3.1
NUKZ Range Nuclear Renaissance Index ETF 2.7 85 -27 0.9 -8.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.6 18 40 6.4 -3.4
EWP iShares MSCI Spain ETF 2.6 50 8 5.9 -3.9
VSGX Vanguard ESG International Stock ETF 2.6 10 48 6.6 -3.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.6 24 34 6.4 -3.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.5 46 12 8.4 -1.4
IMFL Invesco International Developed Dynamic Multifactor ETF 2.4 34 24 5.0 -4.8
EWK iShares MSCI Belgium ETF 2.4 50 8 4.1 -5.8
EUDV ProShares MSCI Europe Dividend Growers ETF 2.4 55 3 5.4 -4.5
DIM WisdomTree International MidCap Dividend Fund 2.4 58 0 6.4 -3.4
ICPY Tweedy, Browne International Insider Value ETF 2.3 80 -22 10.1 +0.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.3 70 -12 3.3 -6.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.3 32 26 5.5 -4.4
DIHP Dimensional International High Profitability ETF 2.2 29 29 5.8 -4.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.2 80 -22 3.4 -6.4
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 43 6.1 -3.7
FSZ First Trust Switzerland AlphaDEX Fund 2.2 80 -22 5.6 -4.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 33 5.4 -4.4
BLES Inspire Global Hope ETF 2.1 61 -3 6.1 -3.7
FDVV Fidelity High Dividend ETF 2.1 15 43 7.0 -2.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.1 80 -22 7.3 -2.5
QWLD SPDR MSCI World StrategicFactors ETF 2.1 30 28 5.1 -4.7
ISCF iShares International SmallCap Equity Factor ETF 2.0 23 35 7.3 -2.5
GEW Cambria Global EW ETF 1.9 29 29 5.3 -4.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 28 6.6 -3.2
IVAL Alpha Architect International Quantitative Value ETF 1.9 49 9 8.9 -0.9
OAIM OneAscent International Equity ETF 1.9 95 -37 4.6 -5.2
COPY Tweedy, Browne Insider + Value ETF 1.8 80 -22 10.3 +0.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 1.8 75 -17 8.4 -1.5
WLDR Affinity World Leaders Equity ETF 1.8 67 -9 6.4 -3.4
IQDF FlexShares International Quality Dividend Index Fund 1.8 47 11 7.6 -2.2
IOO iShares Global 100 ETF 1.8 41 17 3.9 -6.0
IEUS iShares MSCI Europe Small-Cap ETF 1.7 42 16 6.5 -3.3
ITOL Tema International Durable Quality ETF 1.7 60 -2 4.7 -5.1
CGIE Capital Group International Equity ETF 1.7 54 4 4.2 -5.6
FTRI First Trust Indxx Global Natural Resources Income ETF 1.6 70 -12 6.6 -3.3
DISV Dimensional International Small Cap Value ETF 1.6 42 16 8.0 -1.8
CGDG Capital Group Dividend Growers ETF 1.6 47 11 5.3 -4.5
TOK iShares MSCI Kokusai ETF 1.5 26 32 4.3 -5.5
DEM WisdomTree Emerging Markets High Dividend Fund 1.5 63 -5 11.9 +2.1
URTH iShares MSCI World ETF 1.4 24 34 4.4 -5.5
IGRO iShares International Dividend Growth ETF 1.4 15 43 6.2 -3.6
UMMA Wahed Dow Jones Islamic World ETF 1.4 65 -7 3.8 -6.0
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 48 4.9 -4.9
GLOF iShares Global Equity Factor ETF 1.4 20 38 5.9 -4.0
ESGG FlexShares STOXX Global ESG Select Index Fund 1.4 42 16 4.7 -5.1
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 8 5.4 -4.5
STCE Schwab Crypto Thematic ETF 1.4 30 28 3.2 -6.6
FPXI First Trust International Equity Opportunities ETF 1.4 70 -12 3.5 -6.3
IPAV Global X Infrastructure Development ex-U.S. ETF 1.4 55 3 5.9 -3.9
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.4 65 -7 4.0 -5.8
FPAG FPA Global Equity ETF 1.3 49 9 4.9 -4.9
ACWI iShares MSCI ACWI ETF 1.3 32 26 4.7 -5.1
RXI iShares Global Consumer Discretionary ETF 1.3 41 17 7.0 -2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 38 4.7 -5.1
QTUM Defiance Quantum ETF 1.2 40 18 4.2 -5.6
JXI iShares Global Utilities ETF 1.2 43 15 5.4 -4.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 49 4.5 -5.3
VT Vanguard Total World Stock ETF 1.2 6 52 5.1 -4.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 49 4.8 -5.0
CGXU Capital Group International Focus Equity ETF 1.1 54 4 4.6 -5.2
URAN Themes Uranium & Nuclear ETF 1.1 35 23 1.1 -8.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.0 95 -37 10.1 +0.3
AVDV Avantis International Small Cap Value ETF 1.0 36 22 7.7 -2.1
FEM First Trust Emerging Markets AlphaDEX Fund 0.9 80 -22 10.1 +0.3
CZAR Themes Natural Monopoly ETF 0.9 35 23 4.8 -5.0
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 4.4 -5.4
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 26 5.3 -4.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.9 46 12 5.5 -4.4
DFIS Dimensional International Small Cap ETF 0.9 39 19 6.2 -3.6
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 6.7 -3.1
PBD Invesco Global Clean Energy ETF 0.8 75 -17 0.6 -9.2
ROAM Hartford Multifactor Emerging Markets ETF 0.8 44 14 10.3 +0.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.7 40 18 6.2 -3.6
BINV Brandes International ETF 0.7 70 -12 8.2 -1.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.7 70 -12 3.4 -6.5
EMMF WisdomTree Emerging Markets Multifactor Fund 0.7 48 10 6.0 -3.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 38 5.3 -4.5
IXP iShares Global Comm Services ETF 0.7 42 16 5.2 -4.6
ERTH Invesco MSCI Sustainable Future ETF 0.6 62 -4 3.1 -6.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 46 4.3 -5.5
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 13 9.4 -0.5
AVDS Avantis International Small Cap Equity ETF 0.6 30 28 5.9 -3.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 50 6.5 -3.4
NXTG First Trust Indxx NextG ETF 0.5 70 -12 4.4 -5.4
CCNR ALPS CoreCommodity Natural Resources ETF 0.5 39 19 7.4 -2.4
DFEV Dimensional Emerging Markets Value ETF 0.5 43 15 10.4 +0.6
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -31 4.2 -5.6
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 29 29 6.8 -3.0
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.5 35 23 11.8 +1.9
GLBL Pacer MSCI World Industry Advantage ETF 0.5 65 -7 3.4 -6.4
JGLO JPMorgan Global Select Equity ETF 0.4 33 25 4.3 -5.5
AFK VanEck Africa Index ETF 0.4 98 -40 10.9 +1.1
AVES Avantis Emerging Markets Value ETF 0.4 36 22 9.5 -0.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.4 45 13 1.6 -8.2
LDEM iShares ESG MSCI EM Leaders ETF 0.4 17 41 11.2 +1.4
KNCT Invesco Next Gen Connectivity ETF 0.3 40 18 3.9 -5.9
HEDJ WisdomTree Europe Hedged Equity Fund 0.3 58 0 5.6 -4.3
IXC iShares Global Energy ETF 0.3 44 14 9.4 -0.4
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 25 6.9 -3.0
STXE Strive Emerging Markets Ex-China ETF 0.3 32 26 6.2 -3.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.3 47 11 5.7 -4.1
RNEM First Trust Emerging Markets Equity Select ETF 0.3 75 -17 7.7 -2.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 19 5.3 -4.6
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 33 8.4 -1.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 16 5.4 -4.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 8 9.2 -0.6
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 33 5.8 -4.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 9 8.2 -1.6
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 6.3 -3.5
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -30 7.3 -2.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 9 6.1 -3.7
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 28 7.5 -2.3
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 43 6.3 -3.6
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 9.2 -0.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -22 9.4 -0.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -8 7.6 -2.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 13 8.4 -1.5
XCEM Columbia EM Core ex-China ETF 0.2 16 42 6.5 -3.3
EEM iShares MSCI Emerging Markets ETF 0.1 69 -11 8.0 -1.8
AVEM Avantis Emerging Markets Equity ETF 0.1 33 25 7.2 -2.6
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 5 6.1 -3.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 20 7.5 -2.4
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 49 8.4 -1.4
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 23 7.4 -2.4
EXI iShares Global Industrials ETF 0.1 42 16 3.7 -6.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 25 8.1 -1.7
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 17 5.2 -4.6

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 1.2 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 9.8 %
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.