First Trust Stoxx European Select Dividend Index Fund
ALTAR
Score™		 11.7% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 9.9x P/Sales
ratio		 1.0x
P/BV
ratio		 1.1x Div.
yield		 5.6%


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

FUND BASICS
Category International Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Aug 27, 2007
Assets (mns) $606
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) $38,073
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 5.9 %
LEGAL & GENERAL GROUP PLC 5.0 %
TAYLOR WIMPEY PLC 4.7 %
ABN AMRO GROUP N.V. SHS DEPOSITARY 4.3 %
NN GROUP NV 4.1 %
PHILIPS LIGHTING NV 4.1 %
POLSKI KONCERN NAFTOWY SA 4.1 %
A.P. MOLLER - MAERSK A/S CLASS A 4.0 %
RUBIS SCA 3.7 %
RIO TINTO PLC 3.6 %
Total 43.5 %

TOP COUNTRY EXPOSURE
BRITAIN 22.9 %
NETHERLANDS 19.2 %
FRANCE 12.8 %
GERMANY 11.4 %
DENMARK 6.8 %
ITALY 6.3 %
NORWAY 5.9 %
POLAND 4.1 %
SWITZERLAND 2.9 %
BELGIUM 2.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
38.1% 34.1% 13.6% 6.6% 0.9%

Market Correlations
versus... Beta R-squared
S&P500 0.62 29%
MSCI EAFE 0.88 61%
MSCI Emg. Mkts. 0.70 40%

Technical Indicators
Recent close $15.65
30d moving avg. $15.44
Annualized volatility 18.7%
Short interest (ETF) 4.4%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 476
Turnover 1.2%
Bid/Ask (% of price) 0.11%
ADV underlying (mns) $1,591

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 272 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™: 11.7%


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 21.0 51 7 11.0 -0.7
EFAS Global X MSCI SuperDividend EAFE ETF 19.6 57 1 8.5 -3.2
EUFN iShares MSCI Europe Financials ETF 18.0 51 7 8.4 -3.3
VWID Virtus WMC International Dividend ETF 14.2 49 9 8.9 -2.8
IDOG ALPS International Sector Dividend Dogs ETF 14.2 50 8 12.2 +0.6
LVHI Franklin International Low Volatility High Dividend Index ET 14.1 40 18 10.8 -0.8
RFDI First Trust Riverfront Dynamic Developed International ETF 12.3 83 -25 9.8 -1.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 12.1 56 2 10.9 -0.7
IPKW Invesco International BuyBack Achievers ETF 12.0 55 3 13.5 +1.9
EFV iShares MSCI EAFE Value ETF 11.2 34 24 9.4 -2.3
FIDI Fidelity International High Dividend ETF 11.0 18 40 9.0 -2.7
JHID John Hancock International High Dividend ETF 10.8 46 12 9.9 -1.8
DIVI Franklin International Core Dividend Tilt Index ETF 9.5 9 49 8.2 -3.5
AIVI WisdomTree International AI Enhanced Value Fund 9.4 58 0 7.4 -4.3
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 9.2 9 49 9.2 -2.5
IDMO Invesco S&P International Developed Momentum ETF 9.2 25 33 5.4 -6.3
FEP First Trust Europe AlphaDEX Fund 9.1 80 -22 9.2 -2.5
EWN iShares MSCI Netherlands ETF 9.1 50 8 5.4 -6.2
IVLU iShares MSCI Intl Value Factor ETF 8.9 30 28 10.7 -0.9
DTH WisdomTree International High Dividend Fund 8.8 58 0 8.9 -2.8
EWU iShares MSCI United Kingdom ETF 8.6 50 8 8.6 -3.1
IEV iShares Europe ETF 8.4 67 -9 6.9 -4.8
FEUZ First Trust Eurozone AlphaDEX ETF 8.4 80 -22 9.0 -2.7
DFIV Dimensional International Value ETF 8.0 27 31 10.1 -1.6
VGK Vanguard FTSE Europe ETF 7.7 6 52 7.4 -4.3
IMTM iShares MSCI Intl Momentum Factor ETF 7.7 30 28 5.5 -6.2
IEUR iShares Core MSCI Europe ETF 7.6 11 47 7.3 -4.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 7.5 25 33 7.3 -4.4
SPEU SPDR Portfolio Europe ETF 7.5 7 51 7.3 -4.3
EZU iShares MSCI Eurozone ETF 7.5 52 6 6.7 -5.0
DOL WisdomTree International LargeCap Dividend Fund 7.4 48 10 7.4 -4.2
FEZ SPDR EURO STOXX 50 ETF 7.3 29 29 7.1 -4.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 7.2 45 13 7.1 -4.5
DWX SPDR S&P International Dividend ETF 7.1 45 13 6.3 -5.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 7.0 45 13 8.9 -2.7
VYMI Vanguard International High Dividend Yield ETF 7.0 17 41 9.9 -1.8
FGM First Trust Germany AlphaDEX Fund 6.9 80 -22 6.1 -5.6
FENI Fidelity Enhanced International ETF 6.8 28 30 6.7 -4.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 6.7 46 12 7.0 -4.7
BBEU JPMorgan BetaBuilders Europe ETF 6.7 9 49 7.2 -4.5
UIVM VictoryShares International Value Momentum ETF 6.5 35 23 9.0 -2.7
FKU First Trust United Kingdom AlphaDEX Fund 6.4 80 -22 7.4 -4.3
FYLD Cambria Foreign Shareholder Yield ETF 6.4 59 -1 11.8 +0.2
FNDF Schwab Fundamental International Large Co. Index ETF 6.2 25 33 9.6 -2.1
FLGR Franklin FTSE Germany ETF 6.2 9 49 6.7 -5.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 6.2 80 -22 5.6 -6.1
FLEE Franklin FTSE Europe ETF 6.0 9 49 7.4 -4.3
RFEU First Trust Riverfront Dynamic Europe ETF 5.9 83 -25 10.5 -1.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 5.9 30 28 7.1 -4.6
IXG iShares Global Financials ETF 5.9 42 16 6.8 -4.9
ESGD iShares ESG Aware MSCI EAFE ETF 5.8 20 38 7.0 -4.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 5.8 35 23 6.8 -4.9
JHMD John Hancock Multifactor Developed International ETF 5.8 39 19 7.7 -4.0
GCOW Pacer Global Cash Cows Dividend ETF 5.7 60 -2 10.9 -0.7
STXI Strive International Developed Markets ETF 5.7 29 29 7.0 -4.7
EWG iShares MSCI Germany ETF 5.7 50 8 6.0 -5.7
FICS First Trust International Developed Capital Strength ETF 5.6 70 -12 6.3 -5.4
EFA iShares MSCI EAFE ETF 5.6 35 23 6.9 -4.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 5.6 20 38 6.5 -5.2
INTF iShares International Equity Factor ETF 5.5 15 43 7.9 -3.8
DWM WisdomTree International Equity Fund 5.5 48 10 7.5 -4.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 5.5 40 18 7.6 -4.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 5.5 29 29 8.0 -3.7
DAX Global X DAX Germany ETF 5.4 21 37 6.4 -5.3
EWQ iShares MSCI France ETF 5.3 53 5 7.1 -4.5
MOTO SmartETFs Smart Transportation & Technology ETF 5.3 68 -10 7.2 -4.5
IVAL Alpha Architect International Quantitative Value ETF 5.2 49 9 10.7 -1.0
EWI iShares MSCI Italy ETF 5.2 50 8 10.3 -1.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 5.1 80 -22 10.0 -1.7
IQLT iShares MSCI Intl Quality Factor ETF 5.1 30 28 6.3 -5.4
IDHQ Invesco S&P International Developed High Quality ETF 5.1 29 29 6.7 -5.0
IDLV Invesco S&P International Developed Low Volatility ETF 4.9 25 33 6.5 -5.2
IEFA iShares Core MSCI EAFE ETF 4.8 7 51 7.2 -4.5
JIRE JPMorgan International Research Enhanced Equity ETF 4.7 24 34 7.2 -4.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 4.6 25 33 7.2 -4.5
FID First Trust S&P International Dividend Aristocrats ETF 4.6 60 -2 8.2 -3.5
NORW Global X MSCI Norway ETF 4.5 50 8 10.1 -1.6
FLGB Franklin FTSE United Kingdom ETF 4.5 9 49 7.9 -3.8
DWMF WisdomTree International Multifactor Fund 4.5 38 20 7.1 -4.6
ENOR iShares MSCI Norway ETF 4.5 53 5 10.1 -1.6
FIVA Fidelity International Value Factor ETF 4.5 18 40 10.2 -1.5
CIL VictoryShares International Volatility Wtd ETF 4.4 45 13 6.7 -5.0
WWJD Inspire International ETF 4.4 80 -22 7.3 -4.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.4 36 22 6.9 -4.8
RCGE RockCreek Global Equality ETF 4.4 95 -37 6.4 -5.3
DFAI Dimensional International Core Equity Market ETF 4.4 18 40 7.3 -4.4
IDEV iShares Core MSCI International Developed Markets ETF 4.3 4 54 7.2 -4.5
JPIN J.P. Morgan Diversified Return International Equity ETF 4.3 37 21 8.6 -3.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 4.3 20 38 6.7 -5.0
HFXI IQ FTSE International Equity Currency Neutral ETF 4.3 20 38 7.2 -4.5
VEA Vanguard FTSE Developed Markets ETF 4.2 3 55 7.3 -4.3
GSID Goldman Sachs MarketBeta International Equity ETF 4.1 20 38 7.0 -4.6
RODE Hartford Multifactor Diversified International ETF 4.1 29 29 12.7 +1.0
CRAK VanEck Oil Refiners ETF 4.1 61 -3 13.9 +2.2
EPOL iShares MSCI Poland ETF 4.1 59 -1 11.0 -0.7
SCHF Schwab International Equity ETF 4.0 6 52 7.4 -4.3
DFSI Dimensional International Sustainability Core 1 ETF 4.0 24 34 6.5 -5.2
SPDW SPDR Portfolio Developed World ex-US ETF 3.9 3 55 7.2 -4.5
MXI iShares Global Materials ETF 3.9 41 17 7.8 -3.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 3.9 14 44 6.3 -5.3
TPIF Timothy Plan International ETF 3.8 62 -4 6.2 -5.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.8 47 11 8.5 -3.2
WRND IQ Global Equity R&D Leaders ETF 3.8 18 40 8.4 -3.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.8 22 36 5.8 -5.9
AVIV Avantis International Large Cap Value ETF 3.7 25 33 8.9 -2.7
WDIV SPDR S&P Global Dividend ETF 3.7 40 18 9.6 -2.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 3.7 12 46 6.2 -5.5
DEW WisdomTree Global High Dividend Fund 3.7 58 0 8.7 -3.0
BKIE BNY Mellon International Equity ETF 3.7 4 54 7.1 -4.5
IQDF FlexShares International Quality Dividend Index Fund 3.7 47 11 9.3 -2.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 3.7 39 19 8.2 -3.5
PICK iShares MSCI Global Metals & Mining Producers ETF 3.6 39 19 13.4 +1.7
ACWX iShares MSCI ACWI ex U.S. ETF 3.5 34 24 7.9 -3.8
CGXU Capital Group International Focus Equity ETF 3.5 54 4 5.8 -5.9
EDEN iShares MSCI Denmark ETF 3.5 53 5 6.7 -5.0
DGT SPDR Global Dow ETF 3.5 50 8 7.3 -4.4
CWI SPDR MSCI ACWI ex-US ETF 3.5 30 28 7.8 -3.9
DMAT Global X Disruptive Materials ETF 3.5 59 -1 9.1 -2.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.4 39 19 6.8 -4.9
VEU Vanguard FTSE All-World ex-US Index Fund 3.3 4 54 8.2 -3.4
IDRV iShares Self-driving EV & Tech ETF 3.3 47 11 1.6 -10.1
DVYE iShares Emerging Markets Dividend ETF 3.2 49 9 18.8 +7.1
DFIC Dimensional International Core Equity 2 ETF 3.1 23 35 7.6 -4.1
DTAN Sparkline International Intangible Value ETF 3.1 55 3 8.2 -3.5
IQSI IQ Candriam International Equity ETF 3.1 15 43 6.7 -4.9
IXUS iShares Core MSCI Total International Stock ETF 3.1 7 51 8.1 -3.6
VXUS Vanguard Total International Stock ETF 3.1 5 53 8.1 -3.6
AVDE Avantis International Equity ETF 3.1 23 35 7.6 -4.1
QINT American Century Quality Diversified International ETF 3.0 39 19 7.4 -4.2
DMXF iShares ESG Advanced MSCI EAFE ETF 3.0 12 46 5.6 -6.1
DXIV Dimensional International Vector Equity ETF 3.0 34 24 8.0 -3.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.9 65 -7 7.4 -4.2
FLSW Franklin FTSE Switzerland ETF 2.9 9 49 6.3 -5.3
EWL iShares MSCI Switzerland ETF 2.9 50 8 6.1 -5.6
AGQI First Trust Active Global Quality Income ETF 2.9 85 -27 5.3 -6.4
SCHY Schwab International Dividend Equity ETF 2.9 14 44 9.6 -2.0
GSIB Themes Global Systemically Important Banks ETF 2.9 35 23 9.7 -2.0
PPIE Putnam PanAgora ESG International Equity ETF 2.9 49 9 7.5 -4.2
GVAL Cambria Global Value ETF 2.9 68 -10 11.1 -0.6
VIDI Vident International Equity Strategy ETF 2.8 61 -3 11.3 -0.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.8 41 17 7.7 -3.9
CLNR IQ Cleaner Transport ETF 2.8 45 13 6.6 -5.1
EWK iShares MSCI Belgium ETF 2.7 50 8 4.6 -7.1
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.7 75 -17 7.8 -3.8
EWP iShares MSCI Spain ETF 2.7 50 8 7.4 -4.3
INEQ Columbia International Equity Income ETF 2.6 45 13 8.3 -3.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.6 18 40 7.9 -3.8
AVSD Avantis Responsible International Equity ETF 2.6 23 35 5.7 -6.0
VSGX Vanguard ESG International Stock ETF 2.6 10 48 8.0 -3.7
ICOW Pacer Developed Markets International Cash Cows 100 ETF 2.6 65 -7 11.6 -0.1
DIHP Dimensional International High Profitability ETF 2.6 29 29 7.2 -4.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.5 46 12 10.3 -1.4
NUDM Nuveen ESG International Developed Markets Equity ETF 2.5 31 27 6.4 -5.3
EWUS iShares MSCI United Kingdom Small Cap ETF 2.4 59 -1 7.5 -4.2
FDEV Fidelity International Multifactor ETF 2.4 18 40 7.5 -4.2
RAYD Rayliant Quantitative Developed Market Equity ETF 2.4 80 -22 4.5 -7.2
BLES Inspire Global Hope ETF 2.3 61 -3 6.8 -4.9
EUDV ProShares MSCI Europe Dividend Growers ETF 2.2 55 3 6.0 -5.7
FSZ First Trust Switzerland AlphaDEX Fund 2.2 80 -22 5.1 -6.6
EMDM First Trust Bloomberg Emerging Market Democracies ETF 2.2 75 -17 10.0 -1.7
FDRR Fidelity Dividend ETF for Rising Rates 2.1 15 43 7.2 -4.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.0 24 34 7.6 -4.1
DIM WisdomTree International MidCap Dividend Fund 2.0 58 0 7.6 -4.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.0 30 28 8.1 -3.6
COPY Tweedy, Browne Insider + Value ETF 1.9 80 -22 11.7 +0.1
FPXI First Trust International Equity Opportunities ETF 1.9 70 -12 3.5 -8.2
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 28 6.1 -5.6
FTRI First Trust Indxx Global Natural Resources Income ETF 1.9 70 -12 8.1 -3.6
BINV Brandes International ETF 1.9 70 -12 9.7 -2.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.9 65 -7 3.7 -8.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.8 25 33 6.0 -5.7
DISV Dimensional International Small Cap Value ETF 1.8 42 16 9.5 -2.2
IOO iShares Global 100 ETF 1.7 41 17 5.0 -6.7
FDVV Fidelity High Dividend ETF 1.7 15 43 7.8 -3.9
ISCF iShares International SmallCap Equity Factor ETF 1.7 23 35 8.3 -3.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.6 32 26 6.0 -5.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.5 70 -12 4.7 -7.0
LUX Tema Luxury ETF 1.5 75 -17 4.3 -7.4
CGIE Capital Group International Equity ETF 1.5 54 4 5.0 -6.7
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 16 5.5 -6.2
TOK iShares MSCI Kokusai ETF 1.5 26 32 5.2 -6.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.5 58 0 8.8 -2.9
OAIM OneAscent International Equity ETF 1.4 95 -37 5.6 -6.0
DRIV Global X Autonomous & Electric Vehicles ETF 1.4 68 -10 5.4 -6.3
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 48 5.9 -5.8
IMFL Invesco International Developed Dynamic Multifactor ETF 1.4 34 24 6.0 -5.7
URTH iShares MSCI World ETF 1.4 24 34 5.3 -6.4
IEUS iShares MSCI Europe Small-Cap ETF 1.4 42 16 7.2 -4.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 38 5.8 -5.9
GLOF iShares Global Equity Factor ETF 1.3 20 38 6.7 -4.9
QTUM Defiance Quantum ETF 1.3 40 18 5.4 -6.2
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 8 5.9 -5.8
ACWI iShares MSCI ACWI ETF 1.3 32 26 5.7 -6.0
URAN Themes Uranium & Nuclear ETF 1.2 35 23 1.8 -9.8
FPAG FPA Global Equity ETF 1.2 49 9 5.8 -5.9
IPAV Global X Infrastructure Development ex-U.S. ETF 1.2 55 3 7.5 -4.1
RXI iShares Global Consumer Discretionary ETF 1.2 41 17 9.2 -2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 49 5.3 -6.4
JXI iShares Global Utilities ETF 1.1 43 15 5.9 -5.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 49 5.9 -5.8
EWD iShares MSCI Sweden ETF 1.1 54 4 5.6 -6.1
VT Vanguard Total World Stock ETF 1.1 6 52 6.0 -5.7
NXTG First Trust Indxx NextG ETF 1.1 70 -12 5.3 -6.3
FEM First Trust Emerging Markets AlphaDEX Fund 1.1 80 -22 12.2 +0.6
AVDV Avantis International Small Cap Value ETF 1.1 36 22 10.0 -1.6
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.0 95 -37 12.8 +1.2
PBD Invesco Global Clean Energy ETF 0.9 75 -17 0.5 -11.1
DLS WisdomTree International SmallCap Dividend Fund 0.9 58 0 8.4 -3.3
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 5.1 -6.6
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.9 58 0 6.8 -4.9
STCE Schwab Crypto Thematic ETF 0.9 30 28 1.0 -10.7
CZAR Themes Natural Monopoly ETF 0.9 35 23 5.5 -6.2
DFIS Dimensional International Small Cap ETF 0.8 39 19 7.4 -4.3
FILL iShares MSCI Global Energy Producers ETF 0.8 39 19 11.7 +0.0
CCNR ALPS CoreCommodity Natural Resources ETF 0.8 39 19 11.3 -0.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.8 46 12 5.7 -6.0
IXP iShares Global Comm Services ETF 0.8 42 16 5.7 -6.0
UMMA Wahed Dow Jones Islamic World ETF 0.8 65 -7 5.2 -6.5
PRAY FIS Christian Stock Fund 0.7 69 -11 5.1 -6.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 38 6.0 -5.7
ERTH Invesco MSCI Sustainable Future ETF 0.7 62 -4 3.6 -8.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.6 40 18 7.0 -4.7
TEMP JPMorgan Climate Change Solutions ETF 0.6 49 9 5.8 -5.9
DFEV Dimensional Emerging Markets Value ETF 0.6 43 15 13.3 +1.6
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.6 32 26 6.9 -4.8
SCHC Schwab International Small-Cap Equity ETF 0.6 11 47 6.8 -4.9
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 -12 5.2 -6.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 46 5.2 -6.4
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.5 80 -22 4.9 -6.8
ROAM Hartford Multifactor Emerging Markets ETF 0.5 44 14 12.0 +0.3
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.5 35 23 19.3 +7.7
IGRO iShares International Dividend Growth ETF 0.5 15 43 7.3 -4.4
AVDS Avantis International Small Cap Equity ETF 0.5 30 28 7.5 -4.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.5 45 13 4.5 -7.2
GLBL Pacer MSCI World Industry Advantage ETF 0.5 65 -7 4.3 -7.4
KNCT Invesco Next Gen Connectivity ETF 0.5 40 18 5.0 -6.7
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.5 29 29 8.8 -2.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 8 50 6.8 -4.8
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -31 4.8 -6.9
LDEM iShares ESG MSCI EM Leaders ETF 0.4 17 41 13.3 +1.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -22 11.1 -0.6
IXC iShares Global Energy ETF 0.3 44 14 10.3 -1.4
STXE Strive Emerging Markets Ex-China ETF 0.3 32 26 7.9 -3.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.3 47 11 5.8 -5.8
HEDJ WisdomTree Europe Hedged Equity Fund 0.3 58 0 6.8 -4.9
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 33 10.2 -1.5
RNEM First Trust Emerging Markets Equity Select ETF 0.2 75 -17 7.1 -4.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 9 7.0 -4.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 33 7.8 -3.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 25 8.7 -3.0
TTAI FCF International Quality ETF 0.2 59 -1 7.0 -4.7
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 9 10.5 -1.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 28 9.9 -1.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 19 5.9 -5.8
IBLC iShares Blockchain and Tech ETF 0.2 47 11 -3.6 -15.2
AVES Avantis Emerging Markets Value ETF 0.2 36 22 11.6 -0.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 8.2 -3.5
EEM iShares MSCI Emerging Markets ETF 0.2 69 -11 10.4 -1.3
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 10.7 -1.0
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 43 7.7 -3.9
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 5 7.8 -3.9
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 20 9.5 -2.2
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 49 10.6 -1.1
AVEM Avantis Emerging Markets Equity ETF 0.1 33 25 9.2 -2.5
XCEM Columbia EM Core ex-China ETF 0.1 16 42 8.2 -3.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -8 9.9 -1.7
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 23 9.5 -2.2
EFG iShares MSCI EAFE Growth ETF 0.1 36 22 4.4 -7.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 13 10.6 -1.1
EXI iShares Global Industrials ETF 0.1 42 16 4.5 -7.1
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 25 10.2 -1.5
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 17 6.9 -4.8

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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 1.1 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 11.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.66 CATEGORY
AVERAGE		 1.62
 
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.