First Trust Stoxx European Select Dividend Index Fund
ALTAR
Score™		 9.6% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 11.9x P/Sales
ratio		 1.2x
P/BV
ratio		 1.3x Div.
yield		 4.8%


  • 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) $871
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 5.7 %
TAYLOR WIMPEY PLC 5.0 %
PHILIPS LIGHTING NV 4.8 %
DET NORSKE OLJESELSKAP ASA 4.6 %
INVESTEC PLC 4.2 %
AEGON LTD 4.0 %
B&M EUROPEAN VALUE RETAIL SA. 3.8 %
NATWEST GROUP PLC 3.8 %
TELEPERFORMANCE 3.7 %
FONCIERE DES REGIONS 3.5 %
Total 43.1 %

TOP COUNTRY EXPOSURE
BRITAIN 24.6 %
FRANCE 21.6 %
NETHERLANDS 21.0 %
GERMANY 10.7 %
NORWAY 4.6 %
LUXEMBOURG 3.8 %
BELGIUM 2.9 %
POLAND 2.8 %
ITALY 2.7 %
DENMARK 2.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-23.6% -26.5% 9.9% 1.2% -6.8%

Market Correlations
versus... Beta R-squared
S&P500 1.02 11%
MSCI EAFE 0.76 5%
MSCI Emg. Mkts. 0.74 7%

Technical Indicators
Recent close $19.33
30d moving avg. $26.34
Annualized volatility 16.5%
Short interest (ETF) 0.2%
Relative strength (RSI) 34

Liquidity measures
Avg. volume (thou.) 187
Turnover 0.4%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $1,591

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 281 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™: 9.6%


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 23.9 51 7 8.9 -0.7
EUFN iShares MSCI Europe Financials ETF 18.7 51 7 6.8 -2.8
EFAS Global X MSCI SuperDividend EAFE ETF 17.4 57 1 7.2 -2.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 16.4 56 2 9.6 +0.0
IPKW Invesco International BuyBack Achievers ETF 13.3 55 3 7.9 -1.7
RFDI First Trust Riverfront Dynamic Developed International ETF 11.6 83 -25 7.5 -2.1
FIDI Fidelity International High Dividend ETF 11.2 18 40 7.0 -2.6
VWID Virtus WMC International Dividend ETF 10.7 49 9 7.2 -2.4
EFV iShares MSCI EAFE Value ETF 10.5 34 24 7.4 -2.2
LVHI Franklin International Low Volatility High Dividend Index ET 10.3 40 18 7.5 -2.1
EWN iShares MSCI Netherlands ETF 10.3 50 8 4.6 -5.0
DIVI Franklin International Core Dividend Tilt Index ETF 10.1 9 49 6.5 -3.2
IDOG ALPS International Sector Dividend Dogs ETF 9.9 50 8 9.0 -0.6
IVLU iShares MSCI Intl Value Factor ETF 9.1 30 28 8.0 -1.6
FICS First Trust International Developed Capital Strength ETF 8.9 70 -12 6.5 -3.1
IEV iShares Europe ETF 8.7 67 -9 5.7 -3.9
EWU iShares MSCI United Kingdom ETF 8.5 50 8 6.8 -2.8
IDMO Invesco S&P International Developed Momentum ETF 8.5 25 33 5.0 -4.6
VGK Vanguard FTSE Europe ETF 8.1 6 52 6.4 -3.2
JHID John Hancock International High Dividend ETF 8.0 46 12 7.8 -1.8
IEUR iShares Core MSCI Europe ETF 7.8 11 47 6.2 -3.4
SPEU SPDR Portfolio Europe ETF 7.8 7 51 6.3 -3.3
EZU iShares MSCI Eurozone ETF 7.7 52 6 5.5 -4.1
FEZ SPDR EURO STOXX 50 ETF 7.6 29 29 5.6 -4.0
DTH WisdomTree International High Dividend Fund 7.6 58 0 7.1 -2.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 7.5 25 33 6.2 -3.5
FYLD Cambria Foreign Shareholder Yield ETF 7.5 59 -1 10.1 +0.5
FGM First Trust Germany AlphaDEX Fund 7.3 80 -22 4.6 -5.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 7.2 45 13 5.6 -4.1
QINT American Century Quality Diversified International ETF 7.1 39 19 6.4 -3.2
IMTM iShares MSCI Intl Momentum Factor ETF 7.0 30 28 4.6 -5.1
VYMI Vanguard International High Dividend Yield ETF 6.8 17 41 7.9 -1.7
NUDM Nuveen ESG International Developed Markets Equity ETF 6.7 31 27 5.5 -4.2
IXG iShares Global Financials ETF 6.7 42 16 6.1 -3.5
DFIV Dimensional International Value ETF 6.7 27 31 7.6 -2.0
FLGR Franklin FTSE Germany ETF 6.6 9 49 6.3 -3.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6.6 45 13 6.8 -2.8
FLEE Franklin FTSE Europe ETF 6.5 9 49 6.1 -3.5
BBEU JPMorgan BetaBuilders Europe ETF 6.5 9 49 6.0 -3.6
UIVM VictoryShares International Value Momentum ETF 6.4 35 23 8.0 -1.6
FIVA Fidelity International Value Factor ETF 6.4 18 40 7.4 -2.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 6.3 46 12 5.5 -4.2
EWG iShares MSCI Germany ETF 6.1 50 8 5.7 -3.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 6.1 9 49 7.5 -2.1
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6.0 20 38 5.4 -4.2
FNDF Schwab Fundamental International Large Co. Index ETF 5.9 25 33 7.4 -2.2
FENI Fidelity Enhanced International ETF 5.9 28 30 5.7 -3.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 5.9 30 28 5.9 -3.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 5.8 35 23 5.5 -4.1
FID First Trust S&P International Dividend Aristocrats ETF 5.8 60 -2 7.8 -1.8
DAX Global X DAX Germany ETF 5.8 21 37 6.0 -3.7
EWQ iShares MSCI France ETF 5.8 53 5 6.2 -3.4
DOL WisdomTree International LargeCap Dividend Fund 5.6 48 10 5.6 -4.0
FLGB Franklin FTSE United Kingdom ETF 5.6 9 49 6.5 -3.1
EFA iShares MSCI EAFE ETF 5.5 35 23 5.6 -4.0
FEUZ First Trust Eurozone AlphaDEX ETF 5.5 80 -22 6.3 -3.3
ESGD iShares ESG Aware MSCI EAFE ETF 5.4 20 38 5.6 -4.0
STXI Strive International Developed Markets ETF 5.4 29 29 6.2 -3.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 5.4 68 -10 0.6 -9.0
INTF iShares International Equity Factor ETF 5.3 15 43 6.3 -3.3
IQLT iShares MSCI Intl Quality Factor ETF 5.2 30 28 5.3 -4.3
IDHQ Invesco S&P International Developed High Quality ETF 5.1 29 29 5.3 -4.3
FKU First Trust United Kingdom AlphaDEX Fund 5.1 80 -22 6.9 -2.7
GCOW Pacer Global Cash Cows Dividend ETF 5.1 60 -2 9.1 -0.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 5.1 80 -22 5.3 -4.3
DMXF iShares ESG Advanced MSCI EAFE ETF 5.0 12 46 4.9 -4.7
JIRE JPMorgan International Research Enhanced Equity ETF 4.9 24 34 5.7 -3.9
IEFA iShares Core MSCI EAFE ETF 4.9 7 51 5.9 -3.7
AIVI WisdomTree International AI Enhanced Value Fund 4.8 58 0 6.1 -3.5
FEP First Trust Europe AlphaDEX Fund 4.7 80 -22 6.6 -3.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 4.7 25 33 6.0 -3.6
MOTO SmartETFs Smart Transportation & Technology ETF 4.7 68 -10 5.4 -4.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 4.7 29 29 6.9 -2.7
NORW Global X MSCI Norway ETF 4.6 50 8 7.5 -2.1
ENOR iShares MSCI Norway ETF 4.6 53 5 7.5 -2.1
INEQ Columbia International Equity Income ETF 4.6 45 13 7.5 -2.1
FDEV Fidelity International Multifactor ETF 4.5 18 40 7.0 -2.6
JHMD John Hancock Multifactor Developed International ETF 4.4 39 19 6.0 -3.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.4 12 46 5.1 -4.5
IVSI Applied Finance IVS International LrgETF 4.4 65 -7 5.9 -3.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 4.3 20 38 5.4 -4.2
IDEV iShares Core MSCI International Developed Markets ETF 4.3 4 54 5.9 -3.7
WDIV SPDR S&P Global Dividend ETF 4.3 40 18 9.1 -0.6
DFAI Dimensional International Core Equity Market ETF 4.2 18 40 5.9 -3.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.1 36 22 5.3 -4.3
VEA Vanguard FTSE Developed Markets ETF 4.1 3 55 5.9 -3.7
SCHF Schwab International Equity ETF 4.1 6 52 5.9 -3.7
DWM WisdomTree International Equity Fund 4.1 48 10 5.5 -4.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.0 40 18 5.6 -4.0
CIL VictoryShares International Volatility Wtd ETF 4.0 45 13 5.8 -3.8
HFXI IQ FTSE International Equity Currency Neutral ETF 4.0 20 38 5.6 -4.0
GSID Goldman Sachs MarketBeta International Equity ETF 4.0 20 38 5.7 -3.9
PPIE Putnam PanAgora ESG International Equity ETF 3.9 49 9 6.3 -3.3
SPDW SPDR Portfolio Developed World ex-US ETF 3.9 3 55 5.8 -3.8
IVAL Alpha Architect International Quantitative Value ETF 3.9 49 9 7.5 -2.1
DEW WisdomTree Global High Dividend Fund 3.8 58 0 7.3 -2.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 3.8 14 44 5.2 -4.4
RCGE RockCreek Global Equality ETF 3.7 95 -37 5.9 -3.7
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.7 22 36 5.5 -4.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 3.7 58 0 7.2 -2.4
DWMF WisdomTree International Multifactor Fund 3.6 38 20 6.5 -3.1
IDLV Invesco S&P International Developed Low Volatility ETF 3.6 25 33 6.1 -3.5
AVIV Avantis International Large Cap Value ETF 3.6 25 33 6.8 -2.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 3.5 39 19 6.8 -2.8
DFSI Dimensional International Sustainability Core 1 ETF 3.5 24 34 5.4 -4.2
CWI SPDR MSCI ACWI ex-US ETF 3.5 30 28 6.3 -3.3
BKIE BNY Mellon International Equity ETF 3.5 4 54 5.9 -3.7
IQSI IQ Candriam International Equity ETF 3.5 15 43 5.5 -4.1
VIDI Vident International Equity Strategy ETF 3.5 61 -3 8.2 -1.4
DTAN Sparkline International Intangible Value ETF 3.5 55 3 7.0 -2.6
DWX SPDR S&P International Dividend ETF 3.5 45 13 6.6 -3.0
ACWX iShares MSCI ACWI ex U.S. ETF 3.4 34 24 6.3 -3.4
JPIN J.P. Morgan Diversified Return International Equity ETF 3.4 37 21 6.9 -2.8
AVSD Avantis Responsible International Equity ETF 3.2 23 35 5.8 -3.8
VEU Vanguard FTSE All-World ex-US Index Fund 3.2 4 54 6.6 -3.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.2 65 -7 7.4 -2.2
GSIB Themes Global Systemically Important Banks ETF 3.2 35 23 8.5 -1.1
DRIV Global X Autonomous & Electric Vehicles ETF 3.1 68 -10 3.2 -6.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.1 39 19 6.0 -3.6
DGT State Street SPDR Global Dow ETF 3.1 50 8 5.7 -3.9
VXUS Vanguard Total International Stock ETF 3.1 5 53 6.5 -3.1
GVAL Cambria Global Value ETF 3.1 68 -10 8.6 -1.1
DXIV Dimensional International Vector Equity ETF 3.0 34 24 6.4 -3.2
OEFA ALPS O’Shares International Developed Quality Dividend ETF 3.0 48 10 4.6 -5.0
IDRV iShares Self-driving EV & Tech ETF 3.0 47 11 1.2 -8.5
IXUS iShares Core MSCI Total International Stock ETF 3.0 7 51 6.5 -3.2
DIM WisdomTree International MidCap Dividend Fund 3.0 58 0 6.1 -3.6
EWK iShares MSCI Belgium ETF 2.9 50 8 3.8 -5.8
AGQI First Trust Active Global Quality Income ETF 2.9 85 -27 6.5 -3.1
MXI iShares Global Materials ETF 2.9 41 17 5.6 -4.0
PICK iShares MSCI Global Metals & Mining Producers ETF 2.9 39 19 7.6 -2.0
CLNR IQ Cleaner Transport ETF 2.9 45 13 3.9 -5.7
SDIV Global X Superdividend ETF 2.8 58 0 12.9 +3.3
TPIF Timothy Plan International ETF 2.8 62 -4 5.4 -4.2
CRAK VanEck Oil Refiners ETF 2.8 61 -3 9.5 -0.1
EPOL iShares MSCI Poland ETF 2.8 59 -1 8.6 -1.0
DFIC Dimensional International Core Equity 2 ETF 2.8 23 35 6.1 -3.5
AVDE Avantis International Equity ETF 2.7 23 35 6.0 -3.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.6 41 17 6.0 -3.6
VSGX Vanguard ESG International Stock ETF 2.6 10 48 6.5 -3.1
WWJD Inspire International ETF 2.6 80 -22 6.0 -3.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.5 46 12 7.3 -2.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.4 18 40 6.3 -3.3
SCHY Schwab International Dividend Equity ETF 2.4 14 44 8.1 -1.5
EUDV ProShares MSCI Europe Dividend Growers ETF 2.4 55 3 5.4 -4.2
FRGN Horizon International Equity ETF 2.3 75 -17 7.9 -1.7
FLSW Franklin FTSE Switzerland ETF 2.2 9 49 5.6 -4.0
EWL iShares MSCI Switzerland ETF 2.2 50 8 5.3 -4.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.2 80 -22 3.3 -6.3
DIHP Dimensional International High Profitability ETF 2.2 29 29 5.6 -4.0
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 43 5.9 -3.8
EUDG WisdomTree Europe Quality Dividend Growth Fund 2.2 58 0 6.2 -3.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.2 47 11 7.2 -2.4
ISCF iShares International SmallCap Equity Factor ETF 2.1 23 35 7.0 -2.6
EMDM First Trust Bloomberg Emerging Market Democracies ETF 2.1 75 -17 6.3 -3.3
ICPY Tweedy, Browne International Insider Value ETF 2.1 80 -22 21.5 +11.9
FDVV Fidelity High Dividend ETF 2.1 15 43 6.7 -2.9
DISV Dimensional International Small Cap Value ETF 2.1 42 16 8.0 -1.6
IQDG WisdomTree International Quality Dividend Growth Fund 2.1 42 16 5.5 -4.1
FTRI First Trust Indxx Global Natural Resources Income ETF 2.1 70 -12 6.1 -3.5
DVYE iShares Emerging Markets Dividend ETF 2.1 49 9 16.6 +7.0
EWUS iShares MSCI United Kingdom Small Cap ETF 2.1 59 -1 7.0 -2.6
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 2.1 58 0 5.2 -4.4
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 28 5.1 -4.5
EWI iShares MSCI Italy ETF 2.0 50 8 10.2 +0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.0 25 33 5.5 -4.1
IOO iShares Global 100 ETF 1.9 41 17 3.9 -5.7
IEUS iShares MSCI Europe Small-Cap ETF 1.9 42 16 6.4 -3.2
OAIM OneAscent International Equity ETF 1.9 95 -37 4.5 -5.1
DEM WisdomTree Emerging Markets High Dividend Fund 1.8 63 -5 10.4 +0.8
GEW Cambria Global EW ETF 1.8 29 29 5.4 -4.2
WLDR Affinity World Leaders Equity ETF 1.8 67 -9 6.3 -3.3
IQDF FlexShares International Quality Dividend Index Fund 1.8 47 11 7.5 -2.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.8 32 26 5.2 -4.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.8 30 28 6.2 -3.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.7 24 34 6.7 -2.9
IMFL Invesco International Developed Dynamic Multifactor ETF 1.7 34 24 5.1 -4.5
DSTX Distillate International Fundamental Stability & Value ETF 1.7 55 3 6.2 -3.4
CGIE Capital Group International Equity ETF 1.7 54 4 4.5 -5.1
COPY Tweedy, Browne Insider + Value ETF 1.6 80 -22 14.9 +5.3
ITOL Tema International Durable Quality ETF 1.6 60 -2 4.8 -4.8
QTUM Defiance Quantum ETF 1.6 40 18 4.2 -5.4
EDEN iShares MSCI Denmark ETF 1.6 53 5 6.2 -3.4
CGDG Capital Group Dividend Growers ETF 1.6 47 11 5.1 -4.5
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.5 65 -7 7.7 -1.9
TOK iShares MSCI Kokusai ETF 1.5 26 32 4.3 -5.3
URTH iShares MSCI World ETF 1.4 24 34 4.4 -5.3
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 48 5.0 -4.6
IGRO iShares International Dividend Growth ETF 1.4 15 43 6.6 -3.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 38 4.7 -4.9
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 8 5.5 -4.1
CZAR Themes Natural Monopoly ETF 1.3 35 23 5.2 -4.4
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.3 95 -37 10.0 +0.4
BLES Inspire Global Hope ETF 1.3 61 -3 5.7 -3.9
ACWI iShares MSCI ACWI ETF 1.3 32 26 4.7 -4.9
ERTH Invesco MSCI Sustainable Future ETF 1.3 62 -4 2.9 -6.7
HEDJ WisdomTree Europe Hedged Equity Fund 1.3 58 0 5.9 -3.7
RXI iShares Global Consumer Discretionary ETF 1.2 41 17 7.6 -2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 1.2 42 16 4.2 -5.4
GLOF iShares Global Equity Factor ETF 1.2 20 38 5.6 -4.0
VT Vanguard Total World Stock ETF 1.2 6 52 5.0 -4.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 49 4.9 -4.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 49 4.4 -5.2
FEM First Trust Emerging Markets AlphaDEX Fund 1.1 80 -22 8.4 -1.2
CGXU Capital Group International Focus Equity ETF 1.1 54 4 3.9 -5.7
UMMA Wahed Dow Jones Islamic World ETF 1.1 65 -7 3.7 -5.9
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 1.1 32 26 4.9 -4.8
IXP iShares Global Comm Services ETF 1.1 42 16 5.4 -4.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.0 70 -12 3.8 -5.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.0 80 -22 6.6 -3.0
DFIS Dimensional International Small Cap ETF 1.0 39 19 6.0 -3.7
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 4.4 -5.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.8 20 38 5.6 -4.0
EMMF WisdomTree Emerging Markets Multifactor Fund 0.8 48 10 8.6 -1.0
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 6.3 -3.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.8 40 18 5.9 -3.7
PBD Invesco Global Clean Energy ETF 0.8 75 -17 0.2 -9.4
RWX SPDR Dow Jones International Real Estate ETF 0.8 59 -1 6.7 -2.9
ROAM Hartford Multifactor Emerging Markets ETF 0.8 44 14 7.6 -2.0
FSZ First Trust Switzerland AlphaDEX Fund 0.7 80 -22 5.0 -4.6
AVDV Avantis International Small Cap Value ETF 0.7 36 22 7.5 -2.1
BINV Brandes International ETF 0.7 70 -12 8.2 -1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 46 4.4 -5.2
AQLT iShares MSCI Global Quality Factor ETF 0.7 18 40 0.0 -9.6
NXTG First Trust Indxx NextG ETF 0.6 70 -12 4.2 -5.4
DFEV Dimensional Emerging Markets Value ETF 0.6 43 15 9.6 +0.0
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 -12 2.6 -7.0
CCNR ALPS CoreCommodity Natural Resources ETF 0.6 39 19 8.0 -1.6
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 13 9.1 -0.5
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.6 35 23 11.0 +1.4
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -31 4.5 -5.2
IFGL iShares International Developed Real Estate ETF 0.5 48 10 6.8 -2.8
LDEM iShares ESG MSCI EM Leaders ETF 0.5 17 41 11.7 +2.1
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 29 29 7.0 -2.6
AVDS Avantis International Small Cap Equity ETF 0.5 30 28 5.8 -3.8
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -7 3.5 -6.1
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 13 7.1 -2.5
JGLO JPMorgan Global Select Equity ETF 0.4 33 25 4.2 -5.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 8 50 6.0 -3.6
AVES Avantis Emerging Markets Value ETF 0.4 36 22 8.7 -0.9
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.4 10 48 7.9 -1.7
VGSR Vert Global Sustainable Real Estate ETF 0.4 47 11 6.9 -2.7
AFK VanEck Africa Index ETF 0.3 98 -40 9.9 +0.3
KNCT Invesco Next Gen Connectivity ETF 0.3 40 18 3.5 -6.1
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.3 12 46 8.0 -1.7
RNEM First Trust Emerging Markets Equity Select ETF 0.3 75 -17 7.4 -2.2
TTAI FCF International Quality ETF 0.3 59 -1 6.7 -3.0
STXE Strive Emerging Markets Ex-China ETF 0.3 32 26 5.5 -4.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.3 45 13 -0.9 -10.5
IXC iShares Global Energy ETF 0.3 44 14 7.5 -2.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.3 42 16 3.9 -5.7
WSML iShares MSCI World Small-Cap ETF 0.3 15 43 5.3 -4.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -22 8.6 -1.0
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 33 8.3 -1.3
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 25 6.3 -3.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 33 5.2 -4.4
SDG iShares MSCI Global Sustainable Development Goals ETF 0.2 49 9 4.5 -5.1
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 8 6.2 -3.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 8 8.2 -1.4
REET iShares Global REIT ETF 0.2 14 44 6.8 -2.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 9 7.6 -2.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 34 5.4 -4.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 28 7.6 -2.0
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 51 9.2 -0.4
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 43 5.6 -4.0
DFGR Dimensional Global Real Estate ETF 0.2 22 36 6.9 -2.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -30 8.3 -1.3
ERET iShares Environmentally Aware Real Estate ETF 0.2 30 28 6.6 -3.0
EEM iShares MSCI Emerging Markets ETF 0.2 69 -11 7.8 -1.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 5 5.2 -4.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 9 5.8 -3.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 20 6.9 -2.7
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 49 8.1 -1.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -8 7.3 -2.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 13 8.1 -1.5
XCEM Columbia EM Core ex-China ETF 0.2 16 42 5.1 -4.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 19 6.5 -3.1
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 23 6.9 -2.7
AVEM Avantis Emerging Markets Equity ETF 0.1 33 25 7.1 -2.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 25 6.9 -2.7
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 17 4.9 -4.7

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 1.3 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 9.6 %
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.