First Trust Stoxx European Select Dividend Index Fund
ALTAR
Score™		 11.4% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 9.7x P/Sales
ratio		 1.0x
P/BV
ratio		 1.2x Div.
yield		 5.7%


  • 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) $626
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) $38,263
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 5.5 %
LEGAL & GENERAL GROUP PLC 4.5 %
TAYLOR WIMPEY PLC 4.4 %
POLSKI KONCERN NAFTOWY SA 4.3 %
INVESTEC PLC 4.3 %
NN GROUP NV 4.0 %
RIO TINTO PLC 4.0 %
ABN AMRO GROUP N.V. SHS DEPOSITARY 4.0 %
A.P. MOLLER - MAERSK A/S CLASS A 3.9 %
RUBIS SCA 3.9 %
Total 42.9 %

TOP COUNTRY EXPOSURE
BRITAIN 27.0 %
NETHERLANDS 18.1 %
FRANCE 12.4 %
GERMANY 10.6 %
DENMARK 6.9 %
ITALY 6.6 %
NORWAY 5.5 %
POLAND 4.3 %
SWITZERLAND 3.0 %
SPAIN 2.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
45.1% 37.7% 15.5% 7.3% 1.2%

Market Correlations
versus... Beta R-squared
S&P500 0.51 16%
MSCI EAFE 0.75 45%
MSCI Emg. Mkts. 0.63 38%

Technical Indicators
Recent close $16.12
30d moving avg. $16.06
Annualized volatility 16.5%
Short interest (ETF) 0.0%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 266
Turnover 0.7%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $1,591

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 271 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™: 11.4%


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 20.5 51 7 10.5 -0.9
EFAS Global X MSCI SuperDividend EAFE ETF 19.7 57 1 8.5 -2.9
EUFN iShares MSCI Europe Financials ETF 17.6 51 7 7.9 -3.5
LVHI Franklin International Low Volatility High Dividend Index ET 14.6 40 18 10.2 -1.3
VWID Virtus WMC International Dividend ETF 14.1 49 9 8.5 -2.9
IDOG ALPS International Sector Dividend Dogs ETF 14.1 50 8 11.9 +0.5
IPKW Invesco International BuyBack Achievers ETF 13.0 55 3 12.6 +1.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 12.8 56 2 10.8 -0.6
JHID John Hancock International High Dividend ETF 12.7 46 12 9.4 -2.0
RFDI First Trust Riverfront Dynamic Developed International ETF 12.4 83 -25 9.3 -2.1
FIDI Fidelity International High Dividend ETF 11.9 18 40 8.7 -2.8
EFV iShares MSCI EAFE Value ETF 10.9 34 24 9.0 -2.5
AIVI WisdomTree International AI Enhanced Value Fund 10.0 58 0 7.2 -4.2
DIVI Franklin International Core Dividend Tilt Index ETF 10.0 9 49 7.9 -3.6
DTH WisdomTree International High Dividend Fund 9.4 58 0 8.5 -2.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 9.4 9 49 9.3 -2.1
IDMO Invesco S&P International Developed Momentum ETF 9.2 25 33 5.3 -6.2
EWU iShares MSCI United Kingdom ETF 9.0 50 8 8.0 -3.4
EWN iShares MSCI Netherlands ETF 8.7 50 8 5.2 -6.3
IVLU iShares MSCI Intl Value Factor ETF 8.7 30 28 10.2 -1.2
IEV iShares Europe ETF 8.4 67 -9 6.8 -4.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 8.1 25 33 7.3 -4.2
DOL WisdomTree International LargeCap Dividend Fund 8.1 48 10 7.1 -4.3
IMTM iShares MSCI Intl Momentum Factor ETF 7.9 30 28 5.4 -6.0
DFIV Dimensional International Value ETF 7.8 27 31 9.6 -1.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 7.7 45 13 6.7 -4.7
VGK Vanguard FTSE Europe ETF 7.7 6 52 7.5 -4.0
FICS First Trust International Developed Capital Strength ETF 7.7 70 -12 7.6 -3.9
IEUR iShares Core MSCI Europe ETF 7.6 11 47 7.4 -4.1
SPEU SPDR Portfolio Europe ETF 7.4 7 51 7.4 -4.1
FENI Fidelity Enhanced International ETF 7.3 28 30 6.5 -5.0
FYLD Cambria Foreign Shareholder Yield ETF 7.3 59 -1 11.8 +0.4
EZU iShares MSCI Eurozone ETF 7.1 52 6 6.6 -4.8
BBEU JPMorgan BetaBuilders Europe ETF 7.1 9 49 7.2 -4.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 7.1 46 12 6.5 -4.9
VYMI Vanguard International High Dividend Yield ETF 6.8 17 41 9.6 -1.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6.7 45 13 8.6 -2.8
FKU First Trust United Kingdom AlphaDEX Fund 6.6 80 -22 7.3 -4.1
FEZ SPDR EURO STOXX 50 ETF 6.6 29 29 7.0 -4.4
FGM First Trust Germany AlphaDEX Fund 6.5 80 -22 6.3 -5.2
FLEE Franklin FTSE Europe ETF 6.4 9 49 7.2 -4.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 6.3 80 -22 6.1 -5.3
UIVM VictoryShares International Value Momentum ETF 6.3 35 23 9.0 -2.5
FEP First Trust Europe AlphaDEX Fund 6.2 80 -22 9.0 -2.4
GCOW Pacer Global Cash Cows Dividend ETF 6.0 60 -2 11.1 -0.4
FLGR Franklin FTSE Germany ETF 6.0 9 49 7.3 -4.1
JHMD John Hancock Multifactor Developed International ETF 6.0 39 19 7.5 -4.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 6.0 40 18 7.4 -4.1
DWM WisdomTree International Equity Fund 5.9 48 10 7.4 -4.1
IXG iShares Global Financials ETF 5.9 42 16 6.7 -4.7
FNDF Schwab Fundamental International Large Co. Index ETF 5.9 25 33 9.3 -2.2
RFEU First Trust Riverfront Dynamic Europe ETF 5.9 83 -25 10.4 -1.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 5.8 29 29 7.8 -3.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 5.8 30 28 7.0 -4.5
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 5.8 20 38 6.3 -5.2
EWG iShares MSCI Germany ETF 5.7 50 8 6.6 -4.9
FEUZ First Trust Eurozone AlphaDEX ETF 5.6 80 -22 9.1 -2.3
INTF iShares International Equity Factor ETF 5.6 15 43 7.5 -3.9
STXI Strive International Developed Markets ETF 5.5 29 29 6.6 -4.9
CEFA Global X S&P Catholic Values Developed ex-US ETF 5.5 35 23 6.5 -4.9
EFA iShares MSCI EAFE ETF 5.4 35 23 6.6 -4.8
ESGD iShares ESG Aware MSCI EAFE ETF 5.4 20 38 6.6 -4.8
JIRE JPMorgan International Research Enhanced Equity ETF 5.4 24 34 7.1 -4.4
DAX Global X DAX Germany ETF 5.3 21 37 6.9 -4.5
EWI iShares MSCI Italy ETF 5.2 50 8 10.7 -0.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 5.1 25 33 7.1 -4.4
MOTO SmartETFs Smart Transportation & Technology ETF 5.1 68 -10 6.9 -4.6
WWJD Inspire International ETF 5.1 80 -22 7.3 -4.2
IQLT iShares MSCI Intl Quality Factor ETF 5.0 30 28 6.2 -5.2
CIL VictoryShares International Volatility Wtd ETF 5.0 45 13 6.6 -4.8
IDHQ Invesco S&P International Developed High Quality ETF 4.9 29 29 6.5 -4.9
IMOM Alpha Architect International Quantitative Momentum ETF 4.9 49 9 3.1 -8.3
EWQ iShares MSCI France ETF 4.8 53 5 7.2 -4.2
FLGB Franklin FTSE United Kingdom ETF 4.8 9 49 7.4 -4.0
DWMF WisdomTree International Multifactor Fund 4.8 38 20 7.2 -4.3
FIVA Fidelity International Value Factor ETF 4.7 18 40 9.7 -1.8
IEFA iShares Core MSCI EAFE ETF 4.7 7 51 6.9 -4.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.7 36 22 6.3 -5.2
IDLV Invesco S&P International Developed Low Volatility ETF 4.6 25 33 6.5 -4.9
DWX SPDR S&P International Dividend ETF 4.6 45 13 6.3 -5.2
HFXI IQ FTSE International Equity Currency Neutral ETF 4.5 20 38 6.8 -4.7
NORW Global X MSCI Norway ETF 4.5 50 8 11.0 -0.4
ENOR iShares MSCI Norway ETF 4.4 53 5 11.3 -0.2
GSID Goldman Sachs MarketBeta International Equity ETF 4.4 20 38 6.8 -4.6
FID First Trust S&P International Dividend Aristocrats ETF 4.4 60 -2 8.0 -3.5
JPIN J.P. Morgan Diversified Return International Equity ETF 4.4 37 21 8.3 -3.1
RODE Hartford Multifactor Diversified International ETF 4.4 29 29 11.5 +0.0
TPIF Timothy Plan International ETF 4.4 62 -4 6.2 -5.2
CRAK VanEck Oil Refiners ETF 4.3 61 -3 12.6 +1.1
EPOL iShares MSCI Poland ETF 4.3 59 -1 10.9 -0.6
MXI iShares Global Materials ETF 4.3 41 17 7.7 -3.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 4.3 14 44 6.1 -5.4
DFAI Dimensional International Core Equity Market ETF 4.2 18 40 7.1 -4.4
IDEV iShares Core MSCI International Developed Markets ETF 4.2 4 54 6.9 -4.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 4.2 20 38 6.3 -5.1
DEW WisdomTree Global High Dividend Fund 4.1 58 0 8.5 -2.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 4.1 39 19 7.9 -3.6
AVIV Avantis International Large Cap Value ETF 4.1 25 33 8.4 -3.0
VEA Vanguard FTSE Developed Markets ETF 4.1 3 55 7.1 -4.4
CGXU Capital Group International Focus Equity ETF 4.0 54 4 5.2 -6.2
PICK iShares MSCI Global Metals & Mining Producers ETF 4.0 39 19 11.3 -0.2
DMAT Global X Disruptive Materials ETF 4.0 59 -1 6.6 -4.9
BKIE BNY Mellon International Equity ETF 3.9 4 54 7.0 -4.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.8 22 36 5.9 -5.6
RCGE RockCreek Global Equality ETF 3.8 95 -37 6.8 -4.7
SPDW SPDR Portfolio Developed World ex-US ETF 3.8 3 55 6.8 -4.6
IVAL Alpha Architect International Quantitative Value ETF 3.7 49 9 9.9 -1.6
SCHF Schwab International Equity ETF 3.7 6 52 7.1 -4.3
WRND IQ Global Equity R&D Leaders ETF 3.7 18 40 7.7 -3.7
WDIV SPDR S&P Global Dividend ETF 3.7 40 18 9.4 -2.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.6 39 19 6.7 -4.8
DVYE iShares Emerging Markets Dividend ETF 3.6 49 9 18.4 +6.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 3.5 12 46 5.9 -5.5
QINT American Century Quality Diversified International ETF 3.5 39 19 7.2 -4.2
DFSI Dimensional International Sustainability Core 1 ETF 3.4 24 34 6.3 -5.1
VIDI Vident International Equity Strategy ETF 3.4 61 -3 10.5 -0.9
EWUS iShares MSCI United Kingdom Small Cap ETF 3.4 59 -1 7.6 -3.8
ACWX iShares MSCI ACWI ex U.S. ETF 3.4 34 24 7.5 -4.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.3 47 11 8.0 -3.4
CWI SPDR MSCI ACWI ex-US ETF 3.3 30 28 7.4 -4.1
AVDE Avantis International Equity ETF 3.3 23 35 7.3 -4.2
IQSI IQ Candriam International Equity ETF 3.3 15 43 6.6 -4.8
IQDF FlexShares International Quality Dividend Index Fund 3.2 47 11 8.8 -2.6
EDEN iShares MSCI Denmark ETF 3.2 53 5 7.2 -4.2
VEU Vanguard FTSE All-World ex-US Index Fund 3.1 4 54 7.9 -3.5
DXIV Dimensional International Vector Equity ETF 3.1 34 24 7.8 -3.6
DTAN Sparkline International Intangible Value ETF 3.0 55 3 8.6 -2.9
DFIC Dimensional International Core Equity 2 ETF 3.0 23 35 7.4 -4.1
IDRV iShares Self-driving EV & Tech ETF 3.0 47 11 1.6 -9.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 3.0 41 17 7.1 -4.4
IXUS iShares Core MSCI Total International Stock ETF 3.0 7 51 7.7 -3.8
FLSW Franklin FTSE Switzerland ETF 2.9 9 49 6.5 -5.0
EWL iShares MSCI Switzerland ETF 2.9 50 8 6.4 -5.1
SDIV Global X Superdividend ETF 2.9 58 0 41.6 +30.2
AVSD Avantis Responsible International Equity ETF 2.9 23 35 5.6 -5.9
DMXF iShares ESG Advanced MSCI EAFE ETF 2.9 12 46 5.4 -6.0
VXUS Vanguard Total International Stock ETF 2.9 5 53 7.7 -3.7
NUDM Nuveen ESG International Developed Markets Equity ETF 2.9 31 27 6.1 -5.3
SCHY Schwab International Dividend Equity ETF 2.8 14 44 9.7 -1.7
GVAL Cambria Global Value ETF 2.8 68 -10 10.2 -1.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 -7 7.6 -3.8
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.8 75 -17 7.2 -4.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.8 18 40 7.8 -3.7
GSIB Themes Global Systemically Important Banks ETF 2.8 35 23 9.0 -2.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.8 80 -22 4.4 -7.0
EWP iShares MSCI Spain ETF 2.7 50 8 6.9 -4.6
PPIE Putnam PanAgora ESG International Equity ETF 2.7 49 9 7.3 -4.2
FDEV Fidelity International Multifactor ETF 2.7 18 40 7.6 -3.9
CLNR IQ Cleaner Transport ETF 2.6 45 13 6.7 -4.7
INEQ Columbia International Equity Income ETF 2.6 45 13 8.0 -3.5
BLES Inspire Global Hope ETF 2.6 61 -3 6.8 -4.7
DRIV Global X Autonomous & Electric Vehicles ETF 2.6 68 -10 4.3 -7.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.6 46 12 9.9 -1.6
AGQI First Trust Active Global Quality Income ETF 2.6 85 -27 4.8 -6.6
DGT SPDR Global Dow ETF 2.5 50 8 6.8 -4.7
EWK iShares MSCI Belgium ETF 2.5 50 8 4.4 -7.0
VSGX Vanguard ESG International Stock ETF 2.4 10 48 7.5 -3.9
IMFL Invesco International Developed Dynamic Multifactor ETF 2.4 34 24 5.9 -5.5
BINV Brandes International ETF 2.4 70 -12 9.2 -2.2
ICOW Pacer Developed Markets International Cash Cows 100 ETF 2.4 65 -7 11.5 +0.1
DIHP Dimensional International High Profitability ETF 2.3 29 29 7.1 -4.3
FDRR Fidelity Dividend ETF for Rising Rates 2.3 15 43 6.8 -4.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.2 80 -22 4.9 -6.6
NUKZ Range Nuclear Renaissance Index ETF 2.2 85 -27 1.6 -9.9
EUDV ProShares MSCI Europe Dividend Growers ETF 2.2 55 3 6.5 -5.0
FSZ First Trust Switzerland AlphaDEX Fund 2.1 80 -22 5.5 -6.0
EMDM First Trust Bloomberg Emerging Market Democracies ETF 2.1 75 -17 8.4 -3.0
FDVV Fidelity High Dividend ETF 2.0 15 43 7.6 -3.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.0 80 -22 9.2 -2.2
DIM WisdomTree International MidCap Dividend Fund 2.0 58 0 7.6 -3.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.9 25 33 6.0 -5.5
ISCF iShares International SmallCap Equity Factor ETF 1.9 23 35 8.2 -3.2
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 28 5.9 -5.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 28 7.7 -3.7
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.8 32 26 6.2 -5.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.8 24 34 7.5 -3.9
FTRI First Trust Indxx Global Natural Resources Income ETF 1.8 70 -12 7.7 -3.7
COPY Tweedy, Browne Insider + Value ETF 1.7 80 -22 11.9 +0.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.7 58 0 8.6 -2.8
CGIE Capital Group International Equity ETF 1.7 54 4 5.0 -6.4
DISV Dimensional International Small Cap Value ETF 1.7 42 16 8.9 -2.5
IEUS iShares MSCI Europe Small-Cap ETF 1.7 42 16 7.4 -4.1
IOO iShares Global 100 ETF 1.6 41 17 4.5 -7.0
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 16 5.2 -6.2
AVDV Avantis International Small Cap Value ETF 1.5 36 22 9.2 -2.2
OAIM OneAscent International Equity ETF 1.5 95 -37 5.6 -5.8
TOK iShares MSCI Kokusai ETF 1.4 26 32 4.9 -6.6
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 48 5.6 -5.9
UMMA Wahed Dow Jones Islamic World ETF 1.3 65 -7 5.1 -6.3
URTH iShares MSCI World ETF 1.3 24 34 4.9 -6.5
FPAG FPA Global Equity ETF 1.3 49 9 5.8 -5.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.3 70 -12 5.0 -6.4
IPAV Global X Infrastructure Development ex-U.S. ETF 1.3 55 3 7.6 -3.8
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.3 65 -7 4.1 -7.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 49 5.1 -6.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 38 5.5 -6.0
GLOF iShares Global Equity Factor ETF 1.2 20 38 6.3 -5.2
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.2 50 8 6.1 -5.3
ACWI iShares MSCI ACWI ETF 1.2 32 26 5.4 -6.1
RXI iShares Global Consumer Discretionary ETF 1.2 41 17 9.2 -2.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.2 58 0 7.0 -4.4
FPXI First Trust International Equity Opportunities ETF 1.2 70 -12 4.1 -7.3
QTUM Defiance Quantum ETF 1.2 40 18 4.7 -6.8
JXI iShares Global Utilities ETF 1.1 43 15 5.6 -5.9
DLS WisdomTree International SmallCap Dividend Fund 1.1 58 0 8.3 -3.2
VT Vanguard Total World Stock ETF 1.1 6 52 5.7 -5.7
URAN Themes Uranium & Nuclear ETF 1.1 35 23 1.1 -10.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 49 5.5 -6.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.0 95 -37 11.3 -0.1
FEM First Trust Emerging Markets AlphaDEX Fund 1.0 80 -22 11.2 -0.3
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 5.3 -6.1
FILL iShares MSCI Global Energy Producers ETF 0.9 39 19 11.7 +0.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.9 46 12 5.8 -5.7
CZAR Themes Natural Monopoly ETF 0.9 35 23 5.8 -5.6
DFIS Dimensional International Small Cap ETF 0.9 39 19 7.3 -4.1
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 6.6 -4.9
PBD Invesco Global Clean Energy ETF 0.8 75 -17 -0.4 -11.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.8 32 26 6.6 -4.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.7 39 19 10.0 -1.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.7 40 18 6.9 -4.5
STCE Schwab Crypto Thematic ETF 0.7 30 28 0.6 -10.9
ROAM Hartford Multifactor Emerging Markets ETF 0.7 44 14 11.5 +0.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 38 6.3 -5.1
CARZ First Trust NASDAQ Global Auto Index Fund 0.7 70 -12 4.1 -7.3
ERTH Invesco MSCI Sustainable Future ETF 0.6 62 -4 3.5 -7.9
IXP iShares Global Comm Services ETF 0.6 42 16 5.5 -5.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 50 6.1 -5.3
TEMP JPMorgan Climate Change Solutions ETF 0.6 49 9 5.8 -5.7
DFEV Dimensional Emerging Markets Value ETF 0.6 43 15 12.6 +1.2
IGRO iShares International Dividend Growth ETF 0.6 15 43 7.3 -4.1
NXTG First Trust Indxx NextG ETF 0.5 70 -12 4.9 -6.6
AVDS Avantis International Small Cap Equity ETF 0.5 30 28 7.3 -4.2
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.5 35 23 16.4 +5.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 46 5.0 -6.5
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 29 29 6.5 -4.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.5 45 13 4.0 -7.4
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -7 4.0 -7.5
AFK VanEck Africa Index ETF 0.4 98 -40 11.5 +0.0
LDEM iShares ESG MSCI EM Leaders ETF 0.4 17 41 13.5 +2.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.4 47 11 5.9 -5.6
KNCT Invesco Next Gen Connectivity ETF 0.3 40 18 4.3 -7.2
HEDJ WisdomTree Europe Hedged Equity Fund 0.3 58 0 6.4 -5.0
JSTC Adasina Social Justice All Cap Global ETF 0.3 89 -31 4.9 -6.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 19 5.8 -5.7
STXE Strive Emerging Markets Ex-China ETF 0.3 32 26 7.2 -4.3
IXC iShares Global Energy ETF 0.3 44 14 10.2 -1.3
RNEM First Trust Emerging Markets Equity Select ETF 0.3 75 -17 7.8 -3.7
JHEM John Hancock Multifactor Emerging Markets ETF 0.3 49 9 9.6 -1.9
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 33 9.6 -1.9
AVES Avantis Emerging Markets Value ETF 0.2 36 22 10.8 -0.6
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 33 7.1 -4.4
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 7.4 -4.0
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 25 8.2 -3.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 28 8.9 -2.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 9 6.9 -4.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -22 10.5 -1.0
AVEM Avantis Emerging Markets Equity ETF 0.2 33 25 8.2 -3.3
XCEM Columbia EM Core ex-China ETF 0.2 16 42 7.7 -3.8
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 43 7.4 -4.0
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 10.2 -1.3
EEM iShares MSCI Emerging Markets ETF 0.2 69 -11 9.6 -1.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -8 8.9 -2.6
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 5 7.4 -4.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 20 8.8 -2.6
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 49 9.9 -1.5
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 23 8.8 -2.6
EFG iShares MSCI EAFE Growth ETF 0.1 36 22 4.3 -7.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 13 9.8 -1.7
EXI iShares Global Industrials ETF 0.1 42 16 4.5 -7.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 25 9.4 -2.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 17 6.3 -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 13.5 %
Divided by: Fwd. P/BV 1.1 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 11.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 CATEGORY
AVERAGE		 1.63
 
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.