Fidelity International High Dividend ETF
ALTAR
Score™		 7.2% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.1x P/Sales
ratio		 1.2x
P/BV
ratio		 1.5x Div.
yield		 4.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Fidelity International High Dividend ETF is an exchange-traded fund incorporated in the USA. The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity International High Dividend I

FUND BASICS
Category International Equities
Fund Sponsor Fidelity
Website screener.fidelity.com
Inception date Jan 16, 2018
Assets (mns) $334
Currency USD
Expense ratio 18 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Tiered
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 131
Wgt avg mkt cap (mns) $78,657
Large cap (>$10bn) 83.9%
Mid cap ($2-10bn) 13.5%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
STATOILHYDRO ASA 3.7 %
TOTAL SA 3.7 %
CANADIAN NATURAL RESOURCES 2.8 %
ENBRIDGE INC 2.7 %
DAITO TRUST CONSTRUCT CO LTD 2.7 %
NESTLE SA-REG 2.6 %
KLEPIERRE 2.6 %
ENEL SPA 2.6 %
GDF SUEZ 2.5 %
WOODSIDE ENERGY GROUP LTD 2.5 %
Total 28.4 %

TOP COUNTRY EXPOSURE
JAPAN 18.1 %
FRANCE 17.7 %
CANADA 13.9 %
BRITAIN 10.3 %
AUSTRALIA 10.1 %
SWITZERLAND 5.0 %
GERMANY 4.9 %
NORWAY 4.3 %
ITALY 3.1 %
HONG KONG 2.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
8.9% 30.2% 11.7% -- 5.8%

Market Correlations
versus... Beta R-squared
S&P500 0.55 33%
MSCI EAFE 0.74 83%
MSCI Emg. Mkts. 0.43 45%

Technical Indicators
Recent close $28.10
30d moving avg. $28.16
Annualized volatility 14.0%
Short interest (ETF) 0.3%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 62
Turnover 0.5%
Bid/Ask (% of price) 0.21%
ADV underlying (mns) $9,469

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 454 potential alternatives to the Fidelity International High Dividend ETF ETF based on the alternatives' overlap in portfolio holdings with FIDI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FIDI Expense: 18 bp ALTAR Score™: 7.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FIDI
Ticker Fund
Name		 Overlap1
vs FIDI
(%)		 Expense
ratio
(bp)		 Savings
vs FIDI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FIDI
(%)
DIVI Franklin International Core Dividend Tilt Index ETF 32.6 9 9 6.4 -0.7
JHID John Hancock International High Dividend ETF 28.9 46 -28 7.7 +0.6
DOL WisdomTree International LargeCap Dividend Fund 27.1 48 -30 5.5 -1.7
FIVA Fidelity International Value Factor ETF 26.4 18 0 7.1 -0.0
LVHI Franklin International Low Volatility High Dividend Index ET 26.3 40 -22 7.6 +0.4
DTH WisdomTree International High Dividend Fund 26.1 58 -40 7.3 +0.1
EFV iShares MSCI EAFE Value ETF 23.8 34 -16 7.5 +0.3
STXI Strive International Developed Markets ETF 23.1 29 -11 6.2 -0.9
IDOG ALPS International Sector Dividend Dogs ETF 23.0 50 -32 8.9 +1.8
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 22.8 9 9 7.7 +0.6
DWM WisdomTree International Equity Fund 22.4 48 -30 5.5 -1.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 22.3 40 -22 5.6 -1.6
BKIE BNY Mellon International Equity ETF 22.0 4 14 5.9 -1.3
VYMI Vanguard International High Dividend Yield ETF 21.8 17 1 7.9 +0.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 21.7 45 -27 6.5 -0.7
IVLU iShares MSCI Intl Value Factor ETF 21.7 30 -12 7.8 +0.7
GCOW Pacer Global Cash Cows Dividend ETF 21.6 60 -42 9.3 +2.1
JIRE JPMorgan International Research Enhanced Equity ETF 21.3 24 -6 5.7 -1.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 21.3 25 -7 6.1 -1.1
IQDF FlexShares International Quality Dividend Index Fund 21.0 47 -29 7.3 +0.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 20.7 36 -18 5.3 -1.9
IDV iShares International Select Dividend ETF 20.4 51 -33 8.9 +1.8
HFXI IQ FTSE International Equity Currency Neutral ETF 20.4 20 -2 5.4 -1.7
GSID Goldman Sachs MarketBeta International Equity ETF 20.3 20 -2 5.7 -1.4
SCHY Schwab International Dividend Equity ETF 20.3 14 4 8.4 +1.2
JHMD John Hancock Multifactor Developed International ETF 19.4 39 -21 6.1 -1.1
IGRO iShares International Dividend Growth ETF 19.2 15 3 6.7 -0.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 19.0 30 -12 6.1 -1.1
EFAS Global X MSCI SuperDividend EAFE ETF 19.0 57 -39 7.4 +0.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 18.8 25 -7 6.2 -1.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 18.7 20 -2 5.5 -1.6
BBEU JPMorgan BetaBuilders Europe ETF 18.7 9 9 6.1 -1.1
FNDF Schwab Fundamental International Large Co. Index ETF 18.6 25 -7 7.1 -0.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 18.5 46 -28 5.4 -1.7
FLEE Franklin FTSE Europe ETF 18.2 9 9 6.2 -1.0
EFA iShares MSCI EAFE ETF 18.1 35 -17 5.6 -1.6
INTF iShares International Equity Factor ETF 18.0 15 3 6.4 -0.8
HEFA iShares Currency Hedged MSCI EAFE ETF 18.0 35 -17 5.6 -1.5
RFDI First Trust Riverfront Dynamic Developed International ETF 18.0 83 -65 7.6 +0.4
FENI Fidelity Enhanced International ETF 17.9 28 -10 5.7 -1.5
IDEV iShares Core MSCI International Developed Markets ETF 17.6 4 14 5.9 -1.3
DFIV Dimensional International Value ETF 17.1 27 -9 7.6 +0.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 17.1 32 -14 5.4 -1.8
DEW WisdomTree Global High Dividend Fund 17.0 58 -40 7.2 +0.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 17.0 39 -21 6.8 -0.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 16.9 14 4 5.2 -2.0
IMTM iShares MSCI Intl Momentum Factor ETF 16.9 30 -12 4.5 -2.7
ESGD iShares ESG Aware MSCI EAFE ETF 16.9 20 -2 5.6 -1.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 16.8 41 -23 5.8 -1.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 16.8 47 -29 6.9 -0.2
IVSI Applied Finance IVS International Large ETF 16.8 65 -47 5.9 -1.3
IDLV Invesco S&P International Developed Low Volatility ETF 16.5 25 -7 6.4 -0.8
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 16.5 20 -2 5.6 -1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 16.5 35 -17 5.6 -1.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 16.4 29 -11 6.9 -0.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 16.4 58 -40 7.3 +0.1
VEA Vanguard FTSE Developed Markets ETF 16.4 3 15 5.7 -1.4
SPDW SPDR Portfolio Developed World ex-US ETF 16.3 3 15 5.6 -1.5
CIL VictoryShares International Volatility Wtd ETF 16.3 45 -27 5.8 -1.3
IQSI IQ Candriam International Equity ETF 16.2 15 3 5.4 -1.7
IEFA iShares Core MSCI EAFE ETF 16.0 7 11 5.9 -1.3
SCHF Schwab International Equity ETF 16.0 6 12 5.7 -1.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 16.0 18 0 6.1 -1.0
IEV iShares Europe ETF 15.9 67 -49 5.8 -1.4
CWI SPDR MSCI ACWI ex-US ETF 15.8 30 -12 6.3 -0.9
AIVI WisdomTree International AI Enhanced Value Fund 15.7 58 -40 6.2 -1.0
DFAI Dimensional International Core Equity Market ETF 15.7 18 0 5.9 -1.3
FDEV Fidelity International Multifactor ETF 15.7 18 0 7.2 +0.1
QINT American Century Quality Diversified International ETF 15.6 39 -21 6.4 -0.7
CGIE Capital Group International Equity ETF 14.9 54 -36 4.5 -2.7
IQLT iShares MSCI Intl Quality Factor ETF 14.7 30 -12 5.4 -1.8
EFAV iShares MSCI EAFE Min Vol Factor ETF 14.6 22 -4 5.7 -1.5
SPEU SPDR Portfolio Europe ETF 14.5 7 11 6.4 -0.8
CGDG Capital Group Dividend Growers ETF 14.5 47 -29 5.1 -2.0
IEUR iShares Core MSCI Europe ETF 14.5 11 7 6.3 -0.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 14.4 12 6 5.2 -2.0
VGK Vanguard FTSE Europe ETF 14.4 6 12 6.5 -0.7
ACWX iShares MSCI ACWI ex U.S. ETF 14.3 34 -16 6.1 -1.1
INEQ Columbia International Equity Income ETF 14.3 45 -27 7.7 +0.6
AVIV Avantis International Large Cap Value ETF 14.2 25 -7 6.8 -0.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 14.0 65 -47 7.6 +0.4
UIVM VictoryShares International Value Momentum ETF 14.0 35 -17 8.0 +0.8
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 13.9 80 -62 5.5 -1.6
DWMF WisdomTree International Multifactor Fund 13.8 38 -20 6.9 -0.3
JPIN J.P. Morgan Diversified Return International Equity ETF 13.8 37 -19 7.0 -0.2
VEU Vanguard FTSE All-World ex-US Index Fund 13.6 4 14 6.5 -0.7
IMFL Invesco International Developed Dynamic Multifactor ETF 13.3 34 -16 5.0 -2.2
DIHP Dimensional International High Profitability ETF 13.2 29 -11 5.6 -1.5
IDHQ Invesco S&P International Developed High Quality ETF 13.2 29 -11 5.1 -2.0
IPAC iShares Core MSCI Pacific ETF 13.0 9 9 5.3 -1.8
VXUS Vanguard Total International Stock ETF 12.8 5 13 6.4 -0.8
IXUS iShares Core MSCI Total International Stock ETF 12.7 7 11 6.3 -0.8
IDMO Invesco S&P International Developed Momentum ETF 12.7 25 -7 5.1 -2.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 12.6 45 -27 5.5 -1.7
FRGN Horizon International Equity ETF 12.6 75 -57 7.4 +0.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 12.3 56 -38 9.6 +2.4
EWJV iShares MSCI Japan Value ETF 12.2 15 3 6.8 -0.4
EZU iShares MSCI Eurozone ETF 12.2 52 -34 5.5 -1.7
HEZU iShares Currency Hedged MSCI Eurozone ETF 12.1 53 -35 5.3 -1.8
EWQ iShares MSCI France ETF 12.0 53 -35 6.4 -0.8
IXG iShares Global Financials ETF 12.0 42 -24 6.2 -0.9
TPIF Timothy Plan International ETF 11.9 62 -44 5.5 -1.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 11.9 39 -21 6.1 -1.1
FEZ SPDR EURO STOXX 50 ETF 11.8 29 -11 5.6 -1.6
DFIC Dimensional International Core Equity 2 ETF 11.7 23 -5 6.1 -1.1
PPIE Putnam PanAgora ESG International Equity ETF 11.5 49 -31 6.2 -0.9
AVDE Avantis International Equity ETF 11.5 23 -5 6.1 -1.1
DXJ WisdomTree Japan Hedged Equity Fund 11.3 48 -30 5.1 -2.0
AVSD Avantis Responsible International Equity ETF 11.3 23 -5 5.8 -1.4
VSGX Vanguard ESG International Stock ETF 11.1 10 8 6.3 -0.8
VPL Vanguard FTSE Pacific ETF 11.1 7 11 4.9 -2.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 11.0 58 -40 6.3 -0.9
DGT State Street SPDR Global Dow ETF 10.7 50 -32 5.5 -1.7
BBCA JPMorgan BetaBuilders Canada ETF 10.6 19 -1 5.3 -1.9
FLCA Franklin FTSE Canada ETF 10.6 9 9 5.3 -1.8
BBJP JPMorgan BetaBuilders Japan ETF 10.5 19 -1 5.1 -2.0
VIGI Vanguard International Dividend Appreciation ETF 10.5 10 8 6.0 -1.2
DFSI Dimensional International Sustainability Core 1 ETF 10.5 24 -6 5.6 -1.6
EWJ iShares MSCI Japan ETF 10.5 50 -32 4.7 -2.4
DBJP Xtrackers MSCI Japan Hedged Equity ETF 10.5 47 -29 4.5 -2.7
HEWJ iShares Currency Hedged MSCI Japan ETF 10.4 50 -32 5.2 -2.0
DMXF iShares ESG Advanced MSCI EAFE ETF 10.4 12 6 4.8 -2.4
OEFA ALPS O’Shares International Developed Quality Dividend ETF 10.3 48 -30 4.7 -2.5
PATN Pacer Nasdaq International Patent Leaders ETF 10.3 65 -47 3.7 -3.4
NUDM Nuveen ESG International Developed Markets Equity ETF 10.2 31 -13 5.4 -1.7
FLJH Franklin FTSE Japan Hedged ETF 10.0 9 9 4.9 -2.2
IQDG WisdomTree International Quality Dividend Growth Fund 10.0 42 -24 5.6 -1.5
FLJP Franklin FTSE Japan ETF 9.9 9 9 5.2 -2.0
JPXN iShares JPX-Nikkei 400 ETF 9.9 48 -30 5.2 -1.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 9.8 58 -40 5.3 -1.9
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 9.8 25 -7 5.3 -1.8
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 9.3 19 -1 5.4 -1.8
PID Invesco International Dividend Achievers ETF 9.2 53 -35 4.0 -3.2
CGXU Capital Group International Focus Equity ETF 9.1 54 -36 3.6 -3.6
DXIV Dimensional International Vector Equity ETF 9.1 34 -16 6.4 -0.7
DWX SPDR S&P International Dividend ETF 9.0 45 -27 6.7 -0.4
EPP iShares MSCI Pacific ex-Japan ETF 9.0 47 -29 4.9 -2.2
FYLD Cambria Foreign Shareholder Yield ETF 8.8 59 -41 10.0 +2.8
FID First Trust S&P International Dividend Aristocrats ETF 8.7 60 -42 7.6 +0.4
IXC iShares Global Energy ETF 8.6 44 -26 7.2 0.0
EWA iShares MSCI Australia ETF 8.5 50 -32 5.2 -1.9
FEUZ First Trust Eurozone AlphaDEX ETF 8.5 80 -62 6.3 -0.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 8.4 24 -6 6.9 -0.3
FICS First Trust International Developed Capital Strength ETF 8.4 70 -52 6.7 -0.4
EUFN iShares MSCI Europe Financials ETF 8.4 51 -33 7.0 -0.2
FLAU Franklin FTSE Australia ETF 8.3 9 9 5.8 -1.4
QWLD SPDR MSCI World StrategicFactors ETF 8.3 30 -12 5.1 -2.0
GEW Cambria Global EW ETF 8.3 29 -11 5.3 -1.9
ESGG FlexShares STOXX Global ESG Select Index Fund 8.1 42 -24 3.9 -3.3
DTAN Sparkline International Intangible Value ETF 7.9 55 -37 6.9 -0.2
EUDV ProShares MSCI Europe Dividend Growers ETF 7.8 55 -37 5.6 -1.6
KXI iShares Global Consumer Staples ETF 7.8 41 -23 5.4 -1.8
UMMA Wahed Dow Jones Islamic World ETF 7.7 65 -47 3.2 -3.9
KLMT Invesco MSCI Global Climate 500 ETF 7.7 10 8 4.8 -2.4
EWC iShares MSCI Canada ETF 7.7 50 -32 5.0 -2.2
NDIV Amplify Natural Resources Dividend Income ETF 7.6 59 -41 11.1 +3.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.6 65 -47 7.0 -0.2
FLGB Franklin FTSE United Kingdom ETF 7.6 9 9 6.8 -0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.5 25 -7 5.5 -1.7
WDIV SPDR S&P Global Dividend ETF 7.4 40 -22 9.0 +1.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 7.4 30 -12 6.2 -1.0
FEP First Trust Europe AlphaDEX Fund 7.2 80 -62 6.6 -0.6
KOKU Xtrackers MSCI Kokusai Equity ETF 7.2 9 9 4.3 -2.9
FDD First Trust Stoxx European Select Dividend Index Fund 7.1 58 -40 9.5 +2.3
URTH iShares MSCI World ETF 6.9 24 -6 4.2 -3.0
RCGE RockCreek Global Equality ETF 6.8 95 -77 6.1 -1.1
EFAD ProShares MSCI EAFE Dividend Growers ETF 6.7 50 -32 5.6 -1.5
WWJD Inspire International ETF 6.6 80 -62 6.2 -1.0
IGF iShares Global Infrastructure ETF 6.6 41 -23 4.2 -3.0
GII SPDR S&P Global Infrastructure ETF 6.6 40 -22 4.3 -2.9
CLNR IQ Cleaner Transport ETF 6.4 45 -27 3.9 -3.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 6.3 46 -28 7.5 +0.3
EFG iShares MSCI EAFE Growth ETF 6.2 36 -18 3.6 -3.5
JXI iShares Global Utilities ETF 6.2 43 -25 5.2 -2.0
FEOE First Eagle Overseas Equity ETF 6.2 79 -61 6.0 -1.2
ACWI iShares MSCI ACWI ETF 6.2 32 -14 4.5 -2.7
DIVY Sound Equity Dividend Income ETF 6.1 45 -27 8.1 +0.9
IVAL Alpha Architect International Quantitative Value ETF 6.1 49 -31 7.6 +0.4
BINV Brandes International ETF 6.1 70 -52 8.5 +1.3
TOK iShares MSCI Kokusai ETF 6.0 26 -8 4.2 -3.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.9 47 -29 4.9 -2.2
ICPY Tweedy, Browne International Insider Value ETF 5.9 80 -62 21.1 +13.9
EWU iShares MSCI United Kingdom ETF 5.9 50 -32 7.1 -0.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.8 9 9 4.7 -2.5
IOO iShares Global 100 ETF 5.8 41 -23 3.7 -3.5
CGGO Capital Group Global Growth Equity ETF 5.8 47 -29 3.8 -3.3
IQRA IQ CBRE Real Assets ETF 5.8 65 -47 5.9 -1.3
GNR SPDR S&P Global Natural Resources ETF 5.7 40 -22 8.2 +1.1
VT Vanguard Total World Stock ETF 5.5 6 12 4.9 -2.3
JGLO JPMorgan Global Select Equity ETF 5.5 33 -15 4.2 -3.0
DVGR DAC 3D Dividend Growth ETF 5.5 65 -47 4.6 -2.6
OAIM OneAscent International Equity ETF 5.3 95 -77 4.4 -2.7
IPKW Invesco International BuyBack Achievers ETF 5.2 55 -37 8.0 +0.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.1 20 -2 4.6 -2.6
EXI iShares Global Industrials ETF 5.0 42 -24 3.5 -3.6
COPY Tweedy, Browne Insider + Value ETF 5.0 80 -62 14.7 +7.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 5.0 42 -24 3.9 -3.3
FEGE First Eagle Global Equity ETF 5.0 79 -61 5.9 -1.2
FLSW Franklin FTSE Switzerland ETF 4.9 9 9 5.7 -1.5
AQLT iShares MSCI Global Quality Factor ETF 4.9 18 0 0.0 -7.2
FLGR Franklin FTSE Germany ETF 4.9 9 9 6.4 -0.8
DAX Global X DAX Germany ETF 4.9 21 -3 6.0 -1.1
RXI iShares Global Consumer Discretionary ETF 4.9 41 -23 8.1 +0.9
TTAI FCF International Quality ETF 4.8 59 -41 6.8 -0.4
GLBL Pacer MSCI World Industry Advantage ETF 4.8 65 -47 3.2 -3.9
BKCI BNY Mellon Concentrated International ETF 4.8 80 -62 4.7 -2.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 4.7 80 -62 3.3 -3.8
AGQI First Trust Active Global Quality Income ETF 4.7 85 -67 6.3 -0.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 4.7 80 -62 6.3 -0.8
GLOF iShares Global Equity Factor ETF 4.7 20 -2 5.4 -1.8
VIDI Vident International Equity Strategy ETF 4.6 61 -43 7.8 +0.6
EWL iShares MSCI Switzerland ETF 4.6 50 -32 5.5 -1.7
EWG iShares MSCI Germany ETF 4.6 50 -32 5.8 -1.4
SHPP Pacer Industrials and Logistics ETF 4.6 60 -42 6.5 -0.7
DRIV Global X Autonomous & Electric Vehicles ETF 4.5 68 -50 2.6 -4.5
DSTX Distillate International Fundamental Stability & Value ETF 4.5 55 -37 6.5 -0.7
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 4.5 65 -47 4.0 -3.2
RWX SPDR Dow Jones International Real Estate ETF 4.4 59 -41 7.2 +0.1
RGEF Rockefeller Global Equity ETF 4.4 55 -37 3.7 -3.5
MOTO SmartETFs Smart Transportation & Technology ETF 4.4 68 -50 4.8 -2.4
FJP First Trust Japan AlphaDEX Fund 4.4 80 -62 7.3 +0.1
NORW Global X MSCI Norway ETF 4.3 50 -32 7.4 +0.3
ENOR iShares MSCI Norway ETF 4.3 53 -35 7.4 +0.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.1 46 -28 5.0 -2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.9 12 6 4.3 -2.9
PIEL Pacer International Export Leaders ETF 3.9 60 -42 3.9 -3.3
FGM First Trust Germany AlphaDEX Fund 3.9 80 -62 4.8 -2.3
GINN Goldman Sachs Innovate Equity ETF 3.9 52 -34 3.6 -3.6
KNO AXS Knowledge Leaders ETF 3.8 78 -60 3.8 -3.4
DIVS SmartETFs Dividend Builder ETF 3.8 65 -47 4.4 -2.8
DIM WisdomTree International MidCap Dividend Fund 3.8 58 -40 6.2 -0.9
BLES Inspire Global Hope ETF 3.7 61 -43 5.6 -1.6
DVYA iShares Asia/Pacific Dividend ETF 3.6 49 -31 6.9 -0.3
JIG JPMorgan International Growth ETF 3.5 55 -37 3.4 -3.7
FDRR Fidelity Dividend ETF for Rising Rates 3.5 15 3 5.6 -1.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.5 49 -31 7.9 +0.7
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 3.5 10 8 8.5 +1.3
KOCG FIS Knights of Columbus Global Belief ETF 3.5 75 -57 4.4 -2.7
FAN First Trust Global Wind Energy ETF 3.5 60 -42 2.7 -4.5
MBOX Freedom Day Dividend ETF 3.4 39 -21 6.6 -0.5
SUPL ProShares Supply Chain Logistics ETF 3.4 58 -40 7.4 +0.2
CGUS Capital Group Core Equity ETF 3.3 33 -15 3.5 -3.7
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 3.2 58 -40 5.4 -1.7
EWI iShares MSCI Italy ETF 3.1 50 -32 10.6 +3.4
XT iShares Exponential Technologies ETF 3.1 46 -28 3.7 -3.5
UDI USCF Dividend Income Fund 3.1 65 -47 6.6 -0.5
IFGL iShares International Developed Real Estate ETF 3.1 48 -30 7.3 +0.2
SWP SWP Growth & Income ETF 3.0 99 -81 4.1 -3.1
RAYJ Rayliant SMDAM Japan Equity ETF 3.0 72 -54 2.8 -4.3
CGDV Capital Group Dividend Value ETF 2.9 33 -15 3.7 -3.4
IVRA Invesco Real Assets ESG ETF 2.9 59 -41 6.2 -0.9
SAGP Strategas Global Policy Opportunities ETF 2.9 65 -47 4.8 -2.3
GINX SGI Enhanced Global Income ETF 2.8 98 -80 6.6 -0.6
EWH iShares MSCI Hong Kong ETF 2.8 50 -32 5.2 -1.9
MOTI VanEck Morningstar International Moat ETF 2.7 58 -40 10.1 +2.9
POW VistaShares Electrification Supercycle ETF 2.7 75 -57 1.9 -5.3
VNQI Vanguard Global ex-U.S. Real Estate ETF 2.7 12 6 8.6 +1.4
DIVZ TrueShares Low Volatility Equity Income ETF 2.7 65 -47 6.0 -1.2
UMI USCF Midstream Energy Income Fund ETF 2.7 85 -67 3.9 -3.3
ENFR Alerian Energy Infrastructure ETF 2.7 35 -17 4.2 -2.9
TPYP Tortoise North American Pipeline Fund 2.7 40 -22 4.8 -2.3
USAI Pacer American Energy Independence ETF 2.7 75 -57 3.4 -3.7
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 2.7 59 -41 2.9 -4.3
MLPI NEOS MLP & Engy Infras Hi Inc ETF 2.7 68 -50 4.1 -3.1
CZAR Themes Natural Monopoly ETF 2.6 35 -17 5.4 -1.8
PAWZ ProShares Pet Care ETF 2.6 50 -32 4.4 -2.8
EWP iShares MSCI Spain ETF 2.6 50 -32 5.9 -1.2
CARZ First Trust NASDAQ Global Auto Index Fund 2.6 70 -52 2.0 -5.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.6 75 -57 6.0 -1.2
SMOG VanEck Low Carbon Energy ETF 2.6 61 -43 1.1 -6.0
IGE iShares North American Natural Resources ETF 2.5 41 -23 5.5 -1.6
IMOM Alpha Architect International Quantitative Momentum ETF 2.5 49 -31 4.0 -3.1
GSIB Themes Global Systemically Important Banks ETF 2.5 35 -17 8.2 +1.0
IPAV Global X Infrastructure Development ex-U.S. ETF 2.5 55 -37 5.5 -1.6
FTRI First Trust Indxx Global Natural Resources Income ETF 2.4 70 -52 6.4 -0.7
FKU First Trust United Kingdom AlphaDEX Fund 2.3 80 -62 7.1 -0.1
JSTC Adasina Social Justice All Cap Global ETF 2.2 89 -71 4.2 -3.0
CCNR ALPS CoreCommodity Natural Resources ETF 2.2 39 -21 7.7 +0.5
WRND IQ Global Equity R&D Leaders ETF 2.1 18 0 3.8 -3.3
FDVV Fidelity High Dividend ETF 2.1 15 3 6.6 -0.6
IXJ iShares Global Healthcare ETF 2.1 42 -24 6.3 -0.8
FSZ First Trust Switzerland AlphaDEX Fund 2.0 80 -62 5.1 -2.1
TBG TBG Dividend Focus ETF 1.9 59 -41 6.2 -1.0
HYDR Global X Hydrogen ETF 1.9 50 -32 -4.4 -11.6
EV Mast Global Battery Recycling & Production ETF 1.9 65 -47 6.3 -0.8
GQRE FlexShares Global Quality Real Estate Index Fund 1.9 45 -27 7.3 +0.1
GVAL Cambria Global Value ETF 1.8 68 -50 8.7 +1.5
FLV American Century Focused Large Cap Value ETF 1.8 42 -24 6.0 -1.2
AVRE Avantis Real Estate ETF 1.8 17 1 6.8 -0.4
FTWO Strive FAANG 2.0 ETF 1.7 49 -31 3.8 -3.3
BOAT SonicShares Global Shipping ETF 1.7 69 -51 21.5 +14.3
IDRV iShares Self-driving EV & Tech ETF 1.7 47 -29 1.2 -6.0
DISV Dimensional International Small Cap Value ETF 1.7 42 -24 7.9 +0.7
ISCF iShares International SmallCap Equity Factor ETF 1.7 23 -5 7.1 -0.1
IBOT Vaneck Robotics ETF 1.6 47 -29 3.0 -4.1
CZA Invesco Zacks Mid-Cap ETF 1.6 72 -54 5.9 -1.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.5 20 -2 5.7 -1.5
KLMN Invesco MSCI North America Climate ETF 1.5 9 9 4.2 -3.0
HEDJ WisdomTree Europe Hedged Equity Fund 1.5 58 -40 5.9 -1.3
WLDR Affinity World Leaders Equity ETF 1.5 67 -49 5.5 -1.6
ERTH Invesco MSCI Sustainable Future ETF 1.5 62 -44 2.9 -4.3
EWUS iShares MSCI United Kingdom Small Cap ETF 1.5 59 -41 7.2 +0.0
QUVU Hartford Quality Value ETF 1.5 46 -28 5.6 -1.6
JDOC JPMorgan Healthcare Leaders ETF 1.4 65 -47 3.5 -3.6
RWO SPDR Dow Jones Global Real Estate ETF 1.4 50 -32 6.3 -0.8
HAP VanEck Natural Resources ETF 1.4 50 -32 6.5 -0.6
FPAG FPA Global Equity ETF 1.4 49 -31 5.7 -1.5
ISHP First Trust Nasdaq Retail ETF 1.3 60 -42 5.3 -1.8
FBCV Fidelity Blue Chip Value ETF 1.3 59 -41 5.7 -1.4
DFIS Dimensional International Small Cap ETF 1.3 39 -21 6.0 -1.2
HART IQ Healthy Hearts ETF 1.3 45 -27 5.8 -1.4
REET iShares Global REIT ETF 1.2 14 4 7.0 -0.2
DFNL Davis Select Financial ETF 1.2 63 -45 7.6 +0.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 1.2 70 -52 6.4 -0.8
FLAX Franklin FTSE Asia Ex Japan ETF 1.2 19 -1 6.6 -0.5
SDIV Global X Superdividend ETF 1.2 58 -40 13.6 +6.5
VUSV Vanguard Wellington U.S. Value Active ETF 1.2 30 -12 5.6 -1.5
IXN iShares Global Tech ETF 1.2 41 -23 2.4 -4.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 -43 1.5 -5.7
EIRL iShares MSCI Ireland ETF 1.2 50 -32 7.0 -0.1
BMED Future Health ETF 1.2 85 -67 1.2 -5.9
ASEA Global X FTSE Southeast Asia ETF 1.2 65 -47 5.4 -1.8
AIA iShares Asia 50 ETF 1.2 50 -32 7.0 -0.2
EWS iShares MSCI Singapore ETF 1.2 50 -32 4.1 -3.1
ERET iShares Environmentally Aware Real Estate ETF 1.2 30 -12 6.9 -0.3
DINT Davis Select International ETF 1.2 55 -37 5.8 -1.3
DFGR Dimensional Global Real Estate ETF 1.1 22 -4 7.0 -0.2
TIIV AAM Todd International Intrinsic Value ETF 1.1 54 -36 9.5 +2.4
EWN iShares MSCI Netherlands ETF 1.1 50 -32 4.4 -2.8
MXI iShares Global Materials ETF 1.1 41 -23 5.7 -1.5
AKAF The Frontier Economic Fund 1.1 20 -2 5.1 -2.1
CVAR Cultivar ETF 1.1 87 -69 7.1 -0.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.1 45 -27 -0.9 -8.1
OCEN IQ Clean Oceans ETF 1.1 45 -27 4.6 -2.6
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 -34 7.8 +0.6
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.0 80 -62 6.3 -0.9
HRTS Tema Heart & Health ETF 1.0 75 -57 2.9 -4.2
RVRB Reverb ETF 1.0 30 -12 3.9 -3.3
VRAI Virtus Real Asset Income ETF 1.0 55 -37 8.2 +1.0
GPT Intelligent Alpha Atlas ETF 1.0 69 -51 5.9 -1.2
BULD Pacer BlueStar Engineering the Future ETF 1.0 60 -42 0.2 -6.9
ANEW ProShares MSCI Transformational Changes ETF 0.9 45 -27 4.3 -2.9
ION ProShares S&P Global Core Battery Metals ETF 0.9 58 -40 5.4 -1.8
CRTC Xtrackers US National Critical Technologies ETF 0.9 35 -17 4.0 -3.2
URA Global X Uranium ETF 0.9 69 -51 0.7 -6.4
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 -31 4.3 -2.9
ACSI American Customer Satisfaction ETF 0.9 65 -47 4.5 -2.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 -20 3.7 -3.4
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.9 60 -42 3.4 -3.8
TMFG Motley Fool Global Opportunities ETF 0.9 85 -67 3.7 -3.5
GKAT Scharf Global Opportunity ETF 0.9 57 -39 5.6 -1.6
DWLD Davis Select Worldwide ETF 0.9 63 -45 6.5 -0.6
VGSR Vert Global Sustainable Real Estate ETF 0.9 47 -29 7.0 -0.2
AGNG Global X Aging Population ETF 0.8 50 -32 4.4 -2.8
PCGG Polen Capital Global Growth ETF 0.8 85 -67 3.8 -3.4
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.8 70 -52 3.6 -3.5
WDNA WisdomTree BioRevolution Fund 0.8 45 -27 -2.2 -9.3
CANC Tema Oncology ETF 0.8 75 -57 -2.4 -9.5
EDEN iShares MSCI Denmark ETF 0.8 53 -35 6.3 -0.8
IDNA iShares Genomics Immunology and Healthcare ETF 0.8 47 -29 -0.3 -7.4
EWD iShares MSCI Sweden ETF 0.8 54 -36 4.9 -2.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.8 58 -40 3.2 -4.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.7 39 -21 7.4 +0.2
FRNW Fidelity Clean Energy ETF 0.7 39 -21 1.6 -5.6
TOLL Tema Durable Quality ETF 0.7 75 -57 3.7 -3.5
IEUS iShares MSCI Europe Small-Cap ETF 0.7 42 -24 6.5 -0.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.7 78 -60 9.4 +2.2
BITQ Bitwise Crypto Industry Innovators ETF 0.7 85 -67 -2.0 -9.2
FDFF Fidelity Disruptive Finance ETF 0.7 50 -32 5.5 -1.6
BLOK Amplify Transformational Data Sharing ETF 0.7 75 -57 -0.2 -7.3
AGIX KraneShares Artificial Intelligence and Technology ETF 0.6 99 -81 0.9 -6.3
TINY ProShares Nanotechnology ETF 0.6 58 -40 1.2 -5.9
AVDS Avantis International Small Cap Equity ETF 0.6 30 -12 5.8 -1.3
FBOT Fidelity Disruptive Automation ETF 0.5 50 -32 2.7 -4.5
ARKX ARK Space Exploration & Innovation ETF 0.5 75 -57 -0.1 -7.2
EIPX FT Energy Income Partners Strategy ETF 0.5 95 -77 5.8 -1.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.5 45 -27 -1.3 -8.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.5 68 -50 2.4 -4.8
FPXI First Trust International Equity Opportunities ETF 0.5 70 -52 3.4 -3.8
AIVC Amplify Bloomberg AI Value Chain ETF 0.5 59 -41 3.0 -4.2
NANR SPDR S&P North American Natural Resources ETF 0.4 35 -17 6.1 -1.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 -22 5.9 -1.2
GDOC Goldman Sachs Future Health Care Equity ETF 0.4 75 -57 1.0 -6.2
HELX Franklin Genomic Advancements ETF 0.4 50 -32 -1.4 -8.5
PINK Simplify Health Care ETF 0.4 50 -32 0.8 -6.3
YLDE ClearBridge Dividend Strategy ESG ETF 0.4 60 -42 5.2 -1.9
APIE ActivePassive International Equity ETF 0.4 45 -27 6.2 -0.9
MEDX Horizon Kinetics Medical ETF 0.4 85 -67 1.5 -5.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.4 65 -47 5.0 -2.2
OZEM Roundhill GLP-1 & Weight Loss ETF 0.4 59 -41 5.4 -1.7
THNR Amplify Weight Loss Drug & Treatment ETF 0.4 59 -41 5.9 -1.3
GNOM Global X Genomics & Biotechnology ETF 0.4 50 -32 -2.5 -9.7
CIBR First Trust NASDAQ Cybersecurity ETF 0.4 60 -42 3.3 -3.8
GVLU Gotham 1000 Value ETF 0.4 50 -32 8.2 +1.1
FVD First Trust Value Line Dividend Index Fund 0.4 65 -47 5.8 -1.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 -21 6.6 -0.5
CGGR Capital Group Growth ETF 0.4 39 -21 2.4 -4.7
GDX VanEck Gold Miners ETF 0.3 51 -33 2.9 -4.3
AUAU Global X Gold Miners ETF 0.3 35 -17 2.5 -4.6
SLVP iShares MSCI Global Silver Miners ETF 0.3 39 -21 3.9 -3.2
SCHC Schwab International Small-Cap Equity ETF 0.3 11 7 6.4 -0.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -47 1.2 -5.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.3 68 -50 0.5 -6.7
QTUM Defiance Quantum ETF 0.3 40 -22 3.2 -4.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.3 20 -2 -3.4 -10.5
AVDV Avantis International Small Cap Value ETF 0.3 36 -18 7.4 +0.3
WSGE Warren Street Global Equity ETF 0.3 80 -62 2.8 -4.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.3 49 -31 5.9 -1.3
FTAG First Trust Indxx Global Agriculture ETF 0.3 70 -52 7.2 +0.1
DIVL Madison Dividend Value ETF 0.3 65 -47 4.8 -2.4
VEGI iShares MSCI Agriculture Producers ETF 0.3 39 -21 7.5 +0.4
SLX VanEck Steel ETF 0.3 56 -38 9.6 +2.4
EIPI FT Energy Income Partners Enhanced Income ETF 0.2 110 -92 5.3 -1.9
SRVR Pacer Data & Infrastructure Real Estate ETF 0.2 55 -37 3.6 -3.6
BATT Amplify Lithium & Battery Technology ETF 0.2 59 -41 1.7 -5.5
COPA Themes Copper Miners ETF 0.2 35 -17 2.8 -4.4
COPX Global X Copper Miners ETF 0.2 65 -47 3.8 -3.4
ICOP iShares Copper and Metals Mining ETF 0.2 47 -29 5.1 -2.1
WSML iShares MSCI World Small-Cap ETF 0.2 15 3 5.2 -2.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 10 6.1 -1.1
KNCT Invesco Next Gen Connectivity ETF 0.2 40 -22 2.6 -4.5
SGDM Sprott Gold Miners ETF 0.2 50 -32 2.8 -4.4
GDXJ VanEck Junior Gold Miners ETF 0.2 52 -34 2.8 -4.3
ABLD Abacus FCF Real Assets Leaders ETF 0.2 69 -51 6.5 -0.6
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 0.2 60 -42 2.2 -5.0
AUMI Themes Gold Miners ETF 0.2 35 -17 3.3 -3.9
GOEX Global X Gold Explorers ETF 0.2 65 -47 2.2 -5.0
RING iShares MSCI Global Gold Miners ETF 0.2 39 -21 3.4 -3.8
FDTX Fidelity Disruptive Technology ETF 0.2 50 -32 1.4 -5.8
OGIG ALPS O'Shares Global Internet Giants ETF 0.2 48 -30 2.4 -4.8
CLOD Themes Cloud Computing ETF 0.2 35 -17 2.9 -4.3
MDEV First Trust Indxx Medical Devices ETF 0.2 70 -52 5.0 -2.1
ALRG Allspring LT Large Core ETF 0.2 28 -10 3.4 -3.8
PNQI Invesco NASDAQ Internet ETF 0.1 60 -42 3.7 -3.4
WCBR WisdomTree Cybersecurity Fund 0.1 45 -27 2.1 -5.0
XDAT Franklin Exponential Data ETF 0.1 50 -32 1.1 -6.1
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.1 60 -42 2.5 -4.6
SPAM Themes Cybersecurity ETF 0.1 35 -17 1.9 -5.2
BUG Global X Cybersecurity ETF 0.1 51 -33 2.4 -4.8
IHAK iShares Cybersecurity & Tech ETF 0.1 47 -29 3.4 -3.8
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 -32 5.5 -1.7
SILJ ETFMG Prime Junior Silver Miners ETF 0.1 69 -51 0.4 -6.8
AGMI Themes Silver Miners ETF 0.1 35 -17 3.8 -3.4
SIL Global X Silver Miners ETF 0.1 65 -47 1.7 -5.5
NXTG First Trust Indxx NextG ETF 0.1 70 -52 3.2 -4.0
STXV Strive 1000 Value ETF 0.1 18 0 6.7 -0.4
TRFK Pacer Data and Digital Revolution ETF 0.1 60 -42 1.6 -5.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.0 20 -2 0.7 -6.5
DAK Dakota Active Equity ETF 0.0 43 -25 3.6 -3.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 -3 2.7 -4.4
STRV Strive 500 ETF 0.0 5 13 4.0 -3.2
AMZA InfraCap MLP ETF 0.0 164 -146 5.7 -1.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 -15 6.3 -0.9
EBI Longview Advantage ETF 0.0 35 -17 5.8 -1.4

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:		 Fidelity International High Dividend ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.1 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 18 bp
Equals: ALTAR Score 7.2 %
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.