First Trust United Kingdom AlphaDEX Fund
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
First Trust United Kingdom AlphaDEX Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the Defined United Kingdom Index. |
Category | International Equities |
Fund Sponsor | First Trust Advisors LP |
Website | www.ftportfolios.com |
Inception date | Feb 14, 2012 |
Assets (mns) | $23 |
Currency | USD |
Expense ratio | 80 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Brown Brothers Harriman & Co |
Weighting | Tiered |
Index replication | Full |
Uses derivatives | No |
Options available | No |
No. of constituents | 77 |
Wgt avg mkt cap (mns) | $10,508 |
Large cap (>$10bn) | 16.0% |
Mid cap ($2-10bn) | 56.2% |
Small cap (<$2bn) | 0.7% |
Developed mkts | 99.7% |
Emerging mkts | 0.4% |
3I GROUP PLC | 2.5 % |
TAYLOR WIMPEY PLC | 2.5 % |
INTL CONSOLIDATED AIRLINE-DI | 2.4 % |
KINGFISHER PLC | 2.4 % |
CENTRICA PLC | 2.4 % |
BP PLC | 2.3 % |
BT GROUP PLC | 2.2 % |
PERSIMMON PLC | 2.2 % |
NATWEST GROUP PLC | 2.1 % |
UNITE GROUP PLC | 2.1 % | Total | 23.1 % |
---|
![]() |
BRITAIN | 92.1 % |
![]() |
IRELAND | 3.0 % |
![]() |
SWITZERLAND | 1.8 % |
![]() |
BERMUDA | 1.7 % |
![]() |
LUXEMBOURG | 1.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
9.1% | -8.0% | 0.6% | 3.4% | 4.1% |
versus... | Beta | R-squared |
S&P500 | 1.24 | 73% |
MSCI EAFE | 1.37 | 87% |
MSCI Emg. Mkts. | 1.12 | 67% |
Recent close | $32.46 |
30d moving avg. | $33.62 |
Annualized volatility | 30.4% |
Short interest (ETF) | 3.1% |
Relative strength (RSI) | 41 |
Avg. volume (thou.) | 10 |
Turnover | 1.4% |
Bid/Ask (% of price) | 0.23% |
ADV underlying (mns) | $3,344 |
FINDING ALTERNATIVE FUNDS
Below is a list of 306 potential alternatives to the First Trust United Kingdom AlphaDEX Fund ETF based on the alternatives' overlap in portfolio holdings with FKU. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | FKU | Expense: | 80 bp | ALTAR Score™: | 10.1% |
Ticker | Fund Name |
Overlap1 vs FKU (%) |
Expense ratio (bp) |
Savings vs FKU (bp) |
ALTAR Score™ (%) |
ALTAR vs FKU (%) |
FLGB | Franklin FTSE United Kingdom ETF | 34.8 | 9 | 71 | 9.3 | -0.8 |
EWU | iShares MSCI United Kingdom ETF | 31.9 | 50 | 30 | 8.9 | -1.1 |
FEP | First Trust Europe AlphaDEX Fund | 21.9 | 80 | 0 | 9.8 | -0.2 |
EWUS | iShares MSCI United Kingdom Small Cap ETF | 20.1 | 59 | 21 | 7.9 | -2.2 |
FLEH | Franklin FTSE Europe Hedged ETF | 14.1 | 9 | 71 | 8.2 | -1.9 |
FLEE | Franklin FTSE Europe ETF | 14.0 | 9 | 71 | 8.0 | -2.1 |
BBEU | JPMorgan BetaBuilders Europe ETF | 13.9 | 9 | 71 | 8.0 | -2.0 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 13.8 | 25 | 55 | 8.2 | -1.9 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 13.5 | 46 | 34 | 7.7 | -2.3 |
IEV | iShares Europe ETF | 13.2 | 58 | 22 | 7.4 | -2.7 |
JPIN | JPMorgan Diversified Return International Equity ETF | 12.9 | 37 | 43 | 9.5 | -0.5 |
VGK | Vanguard FTSE Europe ETF | 12.6 | 8 | 72 | 7.8 | -2.2 |
IDMO | Invesco S&P International Developed Momentum ETF | 12.6 | 25 | 55 | 9.5 | -0.6 |
IEUR | iShares Core MSCI Europe ETF | 12.5 | 9 | 71 | 7.7 | -2.4 |
EFV | iShares MSCI EAFE Value ETF | 12.4 | 35 | 45 | 10.3 | +0.2 |
IVLU | iShares Edge MSCI Intl Value Factor ETF | 11.6 | 30 | 50 | 12.1 | +2.1 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 11.6 | 45 | 35 | 9.2 | -0.9 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 11.5 | 25 | 55 | 9.6 | -0.5 |
DOL | WisdomTree International LargeCap Dividend Fund | 11.3 | 48 | 32 | 9.6 | -0.5 |
SPEU | SPDR Portfolio Europe ETF | 11.2 | 9 | 71 | 7.6 | -2.4 |
JHMD | John Hancock Multifactor Developed International ETF | 10.9 | 39 | 41 | 8.6 | -1.5 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 10.9 | 83 | -3 | 8.7 | -1.3 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 10.3 | 39 | 41 | 9.0 | -1.0 |
FDT | First Trust Developed Markets ex-US Alphadex Fund | 10.3 | 80 | 0 | 11.3 | +1.3 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 10.1 | 24 | 56 | 7.8 | -2.2 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 10.0 | 40 | 40 | 9.6 | -0.5 |
IMTM | iShares Edge MSCI Intl Momentum Factor ETF | 9.8 | 30 | 50 | 8.5 | -1.6 |
DWM | WisdomTree International Equity Fund | 9.8 | 48 | 32 | 9.4 | -0.7 |
JIDA | JPMorgan ActiveBuilders International Equity ETF | 9.8 | 25 | 55 | 7.6 | -2.4 |
PXUS | Principal International Adaptive Multi-Factor ETF | 9.7 | 24 | 56 | 7.7 | -2.4 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 9.6 | 35 | 45 | 7.8 | -2.2 |
FIVA | Fidelity International Value Factor ETF | 9.6 | 39 | 41 | 11.3 | +1.2 |
DTH | WisdomTree International High Dividend Fund | 9.6 | 58 | 22 | 11.4 | +1.4 |
ESGD | iShares MSCI EAFE ESG Optimized ETF | 9.6 | 20 | 60 | 7.5 | -2.6 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 9.5 | 20 | 60 | 7.9 | -2.1 |
DMDV | AAM S&P Developed Markets High Dividend Value ETF | 9.4 | 39 | 41 | 18.9 | +8.9 |
VYMI | Vanguard International High Dividend Yield ETF | 9.4 | 22 | 58 | 11.3 | +1.3 |
HFXI | IQ 50 Percent Hedged FTSE International ETF | 9.3 | 20 | 60 | 8.1 | -1.9 |
GNR | SPDR S&P Global Natural Resources ETF | 9.2 | 40 | 40 | 10.5 | +0.5 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 9.2 | 46 | 34 | 10.0 | -0.0 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 9.2 | 25 | 55 | 8.9 | -1.1 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 9.2 | 58 | 22 | 14.4 | +4.4 |
UIVM | VictoryShares USAA MSCI International Value Momentum ETF | 9.1 | 35 | 45 | 10.3 | +0.3 |
EFA | iShares MSCI EAFE ETF | 9.1 | 32 | 48 | 7.7 | -2.4 |
IQSI | IQ Candriam ESG International Equity ETF | 8.9 | 15 | 65 | 7.8 | -2.2 |
IQIN | IQ 500 International ETF | 8.9 | 25 | 55 | 8.7 | -1.4 |
DWMF | WisdomTree International Multifactor Fund | 8.8 | 38 | 42 | 9.3 | -0.7 |
IDHQ | Invesco S&P International Developed Quality ETF | 8.7 | 29 | 51 | 8.3 | -1.8 |
SCHF | Schwab International Equity ETF | 8.6 | 6 | 74 | 8.2 | -1.8 |
IEFA | iShares Core MSCI EAFE ETF | 8.6 | 7 | 73 | 7.7 | -2.4 |
QINT | American Century Quality Diversified International ETF | 8.6 | 39 | 41 | 9.6 | -0.5 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 8.6 | 83 | -3 | 12.3 | +2.2 |
DFAI | Dimensional International Core Equity Market ETF | 8.5 | 18 | 62 | 7.9 | -2.2 |
PBDM | Invesco PureBeta FTSE Developed ex-North America ETF | 8.5 | 7 | 73 | 8.0 | -2.0 |
BKIE | BNY Mellon International Equity ETF | 8.5 | 4 | 76 | 8.4 | -1.7 |
FIDI | Fidelity International High Dividend ETF | 8.3 | 39 | 41 | 13.2 | +3.1 |
FDEV | Fidelity Targeted International Factor ETF | 8.1 | 39 | 41 | 7.9 | -2.1 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 8.1 | 30 | 50 | 8.6 | -1.4 |
IDEV | iShares Core MSCI International Developed Markets ETF | 8.0 | 4 | 76 | 7.8 | -2.3 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 7.9 | 20 | 60 | 7.2 | -2.8 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 7.8 | 4 | 76 | 7.6 | -2.4 |
VEA | Vanguard FTSE Developed Markets ETF | 7.8 | 5 | 75 | 8.0 | -2.1 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF | 7.7 | 20 | 60 | 10.5 | +0.4 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 7.7 | 29 | 51 | 10.1 | +0.1 |
DEEF | Xtrackers FTSE Developed ex US Comprehensive Factor ETF | 7.7 | 24 | 56 | 8.9 | -1.2 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 7.6 | 14 | 66 | 7.3 | -2.7 |
FYLD | Cambria Foreign Shareholder Yield ETF | 7.5 | 59 | 21 | 14.1 | +4.1 |
QEFA | SPDR MSCI EAFE Quality Mix ETF | 7.5 | 30 | 50 | 7.8 | -2.3 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 7.4 | 20 | 60 | 12.7 | +2.6 |
RESD | WisdomTree International ESG Fund | 7.3 | 30 | 50 | 7.8 | -2.3 |
CEFA | Global X S&P Catholic Values Developed ex-U.S. ETF | 7.3 | 35 | 45 | 7.8 | -2.3 |
RDMX | SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF | 7.2 | 12 | 68 | 7.6 | -2.5 |
IQDE | FlexShares International Quality Dividend Defensive Index ET | 7.2 | 47 | 33 | 10.7 | +0.6 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 7.1 | 20 | 60 | 7.4 | -2.7 |
HAP | VanEck Natural Resources ETF | 7.0 | 49 | 31 | 9.4 | -0.7 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 6.9 | 34 | 46 | 11.2 | +1.2 |
INTF | iShares Edge MSCI Multifactor Intl ETF | 6.9 | 15 | 65 | 9.1 | -0.9 |
IDV | iShares International Select Dividend ETF | 6.9 | 49 | 31 | 16.3 | +6.3 |
LVHI | Legg Mason International Low Volatility High Dividend ETF | 6.9 | 40 | 40 | 9.9 | -0.2 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 6.9 | 41 | 39 | 8.2 | -1.9 |
GVAL | Cambria Global Value ETF | 6.8 | 71 | 9 | 14.5 | +4.4 |
CWI | SPDR MSCI ACWI ex-US ETF | 6.8 | 30 | 50 | 8.1 | -2.0 |
IEUS | iShares MSCI Europe Small-Cap ETF | 6.8 | 40 | 40 | 6.3 | -3.8 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 6.6 | 55 | 25 | 12.1 | +2.1 |
EUFN | iShares MSCI Europe Financials ETF | 6.6 | 48 | 32 | 11.4 | +1.4 |
IQLT | iShares Edge MSCI Intl Quality Factor ETF | 6.6 | 30 | 50 | 8.2 | -1.8 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 6.6 | 32 | 48 | 8.1 | -2.0 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 6.5 | 39 | 41 | 8.6 | -1.5 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 6.4 | 7 | 73 | 8.3 | -1.8 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 6.2 | 58 | 22 | 6.5 | -3.6 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 6.2 | 47 | 33 | 11.6 | +1.6 |
IQDF | FlexShares International Quality Dividend Index Fund | 6.2 | 47 | 33 | 11.9 | +1.9 |
IXUS | ishares Core MSCI Total International Stock ETF | 6.2 | 7 | 73 | 8.0 | -2.0 |
UMMA | Wahed Dow Jones Islamic World ETF | 6.1 | 65 | 15 | 5.3 | -4.8 |
CIL | VictoryShares International Volatility Weighted Index ETF | 6.0 | 45 | 35 | 7.9 | -2.1 |
VWID | Virtus WMC International Dividend ETF | 5.9 | 49 | 31 | 10.3 | +0.3 |
VXUS | Vanguard Total International Stock ETF | 5.9 | 7 | 73 | 8.1 | -1.9 |
AVIV | Avantis International Large Cap Value ETF | 5.9 | 25 | 55 | 10.3 | +0.2 |
MXI | iShares Global Materials ETF | 5.9 | 40 | 40 | 8.3 | -1.7 |
CID | VictoryShares Intl High Dividend Volatility Wtd Index ETF | 5.7 | 45 | 35 | 10.9 | +0.8 |
IVAL | Alpha Architect International Quantitative Value ETF | 5.6 | 60 | 20 | 13.1 | +3.1 |
BKIS | BNY Mellon Sustainable International Equity ETF | 5.6 | 70 | 10 | 5.6 | -4.5 |
ISZE | iShares Edge MSCI Intl Size Factor ETF | 5.6 | 30 | 50 | 7.4 | -2.6 |
DFIV | Dimensional International Value ETF | 5.6 | 30 | 50 | 10.0 | -0.1 |
DGT | SPDR Global Dow ETF | 5.5 | 50 | 30 | 8.4 | -1.7 |
DIHP | Dimensional International High Profitability ETF | 5.4 | 29 | 51 | 9.0 | -1.1 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility Id | 5.2 | 32 | 48 | 7.1 | -3.0 |
DFIC | Dimensional International Core Equity 2 ETF | 5.1 | 23 | 57 | 8.4 | -1.7 |
RWX | SPDR Dow Jones International Real Estate ETF | 5.1 | 59 | 21 | 6.6 | -3.5 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 5.1 | 39 | 41 | 12.8 | +2.8 |
RNDM | First Trust Developed International Equity Select ETF | 5.1 | 65 | 15 | 7.1 | -3.0 |
WLDR | Affinity World Leaders Equity ETF | 5.0 | 67 | 13 | 10.6 | +0.6 |
IOO | iShares Global 100 ETF | 4.9 | 40 | 40 | 7.2 | -2.8 |
OEUR | ALPS O'shares Europe Quality Dividend ETF | 4.9 | 48 | 32 | 8.3 | -1.8 |
PIZ | Invesco DWA Developed Markets Momentum ETF | 4.9 | 80 | 0 | 6.3 | -3.7 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 4.7 | 58 | 22 | 5.9 | -4.2 |
GCOW | Pacer Global High Dividend ETF | 4.7 | 60 | 20 | 16.1 | +6.0 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 4.6 | 42 | 38 | 5.9 | -4.1 |
MOTI | VanEck Morningstar International Moat ETF | 4.6 | 57 | 23 | 9.1 | -0.9 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 4.5 | 65 | 15 | 16.8 | +6.7 |
DIM | WisdomTree International MidCap Dividend Fund | 4.5 | 58 | 22 | 9.8 | -0.3 |
EFAV | iShares Edge MSCI Min Vol EAFE ETF | 4.5 | 20 | 60 | 6.6 | -3.4 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 4.4 | 12 | 68 | 6.6 | -3.5 |
IXC | iShares Global Energy ETF | 4.3 | 40 | 40 | 9.5 | -0.6 |
FILL | iShares MSCI Global Energy Producers ETF | 4.3 | 39 | 41 | 10.5 | +0.5 |
IDOG | ALPS International Sector Dividend Dogs ETF | 4.3 | 50 | 30 | 13.6 | +3.6 |
AVDV | Avantis International Small Cap Value ETF | 4.3 | 36 | 44 | 10.3 | +0.2 |
SCHY | Schwab International Dividend Equity ETF | 4.2 | 14 | 66 | 9.2 | -0.9 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 4.2 | 39 | 41 | 6.8 | -3.3 |
AIVI | WisdomTree International AI Enhanced Value Fund | 4.2 | 58 | 22 | 8.9 | -1.1 |
GMET | VanEck Green Metals ETF | 4.1 | 59 | 21 | 10.0 | -0.0 |
IFGL | iShares International Developed Real Estate ETF | 4.0 | 48 | 32 | 7.9 | -2.2 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 4.0 | 42 | 38 | 7.1 | -3.0 |
VSGX | Vanguard ESG International Stock ETF | 4.0 | 12 | 68 | 7.8 | -2.2 |
RODE | Hartford Multifactor Diversified International ETF | 3.9 | 29 | 51 | 13.6 | +3.6 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 3.9 | 42 | 38 | 6.6 | -3.4 |
ESGN | Columbia Sustainable International Equity Income ETF | 3.9 | 45 | 35 | 9.0 | -1.1 |
OCEN | IQ Clean Oceans ETF | 3.8 | 45 | 35 | 6.8 | -3.3 |
AVDE | Avantis International Equity ETF | 3.8 | 23 | 57 | 9.3 | -0.8 |
DSTX | Distillate International Fundamental Stability & Value ETF | 3.8 | 55 | 25 | 8.6 | -1.5 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 3.8 | 49 | 31 | 5.5 | -4.6 |
TTAI | TrimTabs All Cap International Free-Cash-Flow ETF | 3.7 | 61 | 19 | 9.3 | -0.8 |
CUT | Invesco MSCI Global Timber ETF | 3.7 | 60 | 20 | 9.8 | -0.2 |
WPS | iShares International Developed Property ETF | 3.7 | 48 | 32 | 8.1 | -2.0 |
EFG | iShares MSCI EAFE Growth ETF | 3.6 | 35 | 45 | 5.2 | -4.8 |
NTZG | Nuveen Global Net Zero Transition ETF | 3.5 | 55 | 25 | 6.1 | -4.0 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 3.5 | 75 | 5 | 3.6 | -6.4 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 3.5 | 70 | 10 | 6.2 | -3.9 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 3.4 | 39 | 41 | 6.5 | -3.6 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 3.4 | 9 | 71 | 7.2 | -2.9 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 3.4 | 31 | 49 | 8.9 | -1.2 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 3.3 | 80 | 0 | 6.1 | -3.9 |
TPIF | Timothy Plan International ETF | 3.3 | 62 | 18 | 7.4 | -2.6 |
TOK | iShares MSCI Kokusai ETF | 3.3 | 25 | 55 | 7.0 | -3.1 |
DEW | WisdomTree Global High Dividend Fund | 3.2 | 58 | 22 | 11.0 | +0.9 |
ISCF | iShares Edge MSCI Multifactor Intl Small-Cap ETF | 3.2 | 40 | 40 | 10.6 | +0.5 |
COPX | Global X Copper Miners ETF | 3.1 | 65 | 15 | 8.1 | -2.0 |
URTH | iShares MSCI World ETF | 3.1 | 24 | 56 | 7.1 | -3.0 |
FID | First Trust S&P International Dividend Aristocrats ETF | 2.9 | 60 | 20 | 11.5 | +1.4 |
WWJD | Inspire International ESG ETF | 2.9 | 69 | 11 | 7.6 | -2.4 |
WKLY | SoFi Weekly Dividend ETF | 2.9 | 49 | 31 | 9.4 | -0.6 |
GRNR | Global X Green Building ETF | 2.9 | 45 | 35 | 9.2 | -0.8 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 2.9 | 12 | 68 | 10.5 | +0.5 |
ION | ProShares S&P Global Core Battery Metals ETF | 2.8 | 58 | 22 | 10.1 | +0.0 |
JIG | JPMorgan International Growth ETF | 2.8 | 55 | 25 | 5.2 | -4.9 |
VIDI | Vident International Equity Fund | 2.8 | 61 | 19 | 12.3 | +2.3 |
ACWI | iShares MSCI ACWI ETF | 2.7 | 32 | 48 | 7.2 | -2.9 |
KLDW | Gavekal Knowledge Leaders Developed World ETF | 2.7 | 75 | 5 | 5.3 | -4.8 |
FICS | First Trust International Developed Capital Strength ETF | 2.7 | 70 | 10 | 7.0 | -3.0 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 2.7 | 51 | 29 | 6.6 | -3.5 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 2.7 | 56 | 24 | 6.2 | -3.8 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 2.7 | 45 | 35 | 3.2 | -6.8 |
HAUZ | Xtrackers International Real Estate ETF | 2.7 | 10 | 70 | 9.3 | -0.8 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.6 | 52 | 28 | 7.1 | -3.0 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 2.6 | 9 | 71 | 7.0 | -3.0 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 2.6 | 25 | 55 | 6.7 | -3.4 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 2.6 | 57 | 23 | 14.0 | +3.9 |
VT | Vanguard Total World Stock ETF | 2.6 | 7 | 73 | 7.3 | -2.8 |
PSP | Invesco Global Listed Private Equity ETF | 2.5 | 144 | -64 | 12.6 | +2.5 |
PEX | ProShares Global Listed Private Equity ETF | 2.5 | 341 | -261 | 13.2 | +3.1 |
ROOF | IQ US Real Estate Small Cap ETF | 2.5 | 60 | 20 | 7.2 | -2.8 |
WDIV | SPDR Global Dividend ETF | 2.5 | 40 | 40 | 11.8 | +1.8 |
SDG | iShares Sustainable MSCI Global Impact ETF | 2.5 | 49 | 31 | 7.2 | -2.9 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 2.4 | 20 | 60 | 7.5 | -2.5 |
BATT | Amplify Lithium & Battery Technology ETF | 2.3 | 59 | 21 | 4.9 | -5.2 |
DMAT | Global X Disruptive Materials ETF | 2.3 | 59 | 21 | 9.5 | -0.5 |
KXI | iShares Global Consumer Staples ETF | 2.3 | 40 | 40 | 5.7 | -4.3 |
IGRO | iShares International Dividend Growth ETF | 2.3 | 15 | 65 | 9.4 | -0.7 |
JXI | iShares Global Utilities ETF | 2.3 | 40 | 40 | 6.4 | -3.7 |
ACWF | iShares MSCI Global Multifactor ETF | 2.3 | 35 | 45 | 9.8 | -0.2 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 2.3 | 75 | 5 | 7.2 | -2.8 |
IXG | iShares Global Financials ETF | 2.2 | 40 | 40 | 10.4 | +0.4 |
QWLD | SPDR MSCI World StrategicFactors ETF | 2.2 | 30 | 50 | 7.6 | -2.5 |
IPKW | Invesco International BuyBack Achievers ETF | 2.1 | 55 | 25 | 11.6 | +1.6 |
UPWD | JPMorgan Social Advancement ETF | 2.1 | 49 | 31 | 6.7 | -3.3 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 2.1 | 45 | 35 | 4.8 | -5.3 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 2.1 | 39 | 41 | 7.2 | -2.8 |
DKRB | Subversive Decarbonization ETF | 2.1 | 75 | 5 | 5.1 | -5.0 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 2.1 | 60 | 20 | 5.5 | -4.5 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 2.1 | 60 | 20 | 7.1 | -3.0 |
BFIT | Global X Health & Wellness ETF | 2.1 | 50 | 30 | 6.0 | -4.0 |
WOOD | iShares Global Timber & Forestry ETF | 2.0 | 40 | 40 | 11.3 | +1.2 |
RXI | iShares Global Consumer Discretionary ETF | 2.0 | 40 | 40 | 6.7 | -3.4 |
GENY | Principal Millennials Index ETF | 2.0 | 45 | 35 | 6.7 | -3.3 |
RWO | SPDR Dow Jones Global Real Estate ETF | 2.0 | 50 | 30 | 7.1 | -3.0 |
NXTG | First Trust Indxx NextG ETF | 2.0 | 70 | 10 | 6.9 | -3.2 |
WRND | IQ Global Equity R&D Leaders ETF | 1.9 | 18 | 62 | 8.5 | -1.6 |
BTEK | BlackRock Future Tech ETF | 1.9 | 88 | -8 | 0.8 | -9.3 |
FEMA | Procure Disaster Recovery Strategy ETF | 1.8 | 75 | 5 | 5.9 | -4.2 |
BKCI | BNY Mellon Concentrated International ETF | 1.8 | 80 | 0 | 4.5 | -5.6 |
AVRE | Avantis Real Estate ETF | 1.8 | 17 | 63 | 6.7 | -3.4 |
REET | iShares Global REIT ETF | 1.8 | 14 | 66 | 7.5 | -2.6 |
FRNW | Fidelity Clean Energy ETF | 1.8 | 39 | 41 | 2.0 | -8.1 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 1.8 | 75 | 5 | 5.9 | -4.1 |
FPAG | FPA Global Equity ETF | 1.8 | 49 | 31 | 6.8 | -3.2 |
INFL | Horizon Kinetics Inflation Beneficiaries ETF | 1.8 | 85 | -5 | 6.1 | -4.0 |
RNRG | Global X Renewable Energy Producers ETF | 1.8 | 65 | 15 | 3.8 | -6.3 |
DFIS | Dimensional International Small Cap ETF | 1.7 | 39 | 41 | 6.4 | -3.7 |
JSTC | Adasina Social Justice All Cap Global ETF | 1.7 | 89 | -9 | 6.7 | -3.4 |
GSFP | Goldman Sachs Future Planet Equity ETF | 1.7 | 75 | 5 | 4.0 | -6.0 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 1.7 | 47 | 33 | 5.3 | -4.7 |
FDVV | Fidelity Core Dividend ETF | 1.7 | 29 | 51 | 12.1 | +2.1 |
RITA | ETFB Green SRI REITs ETF | 1.6 | 50 | 30 | 5.2 | -4.8 |
JZRO | Janus Henderson Net Zero Transition Resources ETF | 1.6 | 60 | 20 | 7.7 | -2.4 |
EATV | VegTech Plant-based Innovation & Climate ETF | 1.6 | 75 | 5 | 5.1 | -5.0 |
EXI | iShares Global Industrials ETF | 1.6 | 40 | 40 | 6.5 | -3.5 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 1.6 | 25 | 55 | 7.8 | -2.3 |
BIDS | Amplify Digital & Online Trading ETF | 1.6 | 59 | 21 | 8.4 | -1.6 |
GLIF | AGFiQ Global Infrastructure ETF | 1.6 | 45 | 35 | 6.2 | -3.8 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.5 | 12 | 68 | 6.7 | -3.4 |
AFK | VanEck Africa Index ETF | 1.5 | 77 | 3 | 11.6 | +1.5 |
ERSX | ERShares NextGen Entrepreneurs ETF | 1.5 | 75 | 5 | 6.8 | -3.2 |
STCE | Schwab Crypto Thematic ETF | 1.5 | 30 | 50 | -3.9 | -14.0 |
CGUS | Capital Group Core Equity ETF | 1.5 | 33 | 47 | 6.7 | -3.3 |
BLES | Inspire Global Hope Large Cap ETF | 1.5 | 49 | 31 | 7.2 | -2.8 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 1.5 | 45 | 35 | 7.7 | -2.4 |
WTRE | WisdomTree New Economy Real Estate Fund | 1.5 | 58 | 22 | 5.3 | -4.8 |
ERET | iShares Environmentally Aware Real Estate ETF | 1.5 | 30 | 50 | 7.6 | -2.5 |
CIZ | VictoryShares Developed Enhanced Volatility Weighted Index E | 1.5 | 45 | 35 | 7.9 | -2.1 |
IXP | iShares Global Comm Services ETF | 1.5 | 40 | 40 | 8.0 | -2.1 |
SAGP | Strategas Global Policy Opportunities ETF | 1.4 | 65 | 15 | 7.7 | -2.3 |
SCHC | Schwab International Small-Cap Equity ETF | 1.4 | 11 | 69 | 6.6 | -3.5 |
VIGI | Vanguard International Dividend Appreciation ETF | 1.4 | 15 | 65 | 6.6 | -3.4 |
HART | IQ Healthy Hearts ETF | 1.3 | 45 | 35 | 6.2 | -3.9 |
SETM | Sprott Energy Transition Materials ETF | 1.3 | 65 | 15 | 5.4 | -4.7 |
DWX | SPDR S&P International Dividend ETF | 1.3 | 45 | 35 | 8.8 | -1.3 |
CGGO | Capital Group Global Growth Equity ETF | 1.3 | 47 | 33 | 4.9 | -5.2 |
TEMP | JPMorgan Climate Change Solutions ETF | 1.2 | 49 | 31 | 4.6 | -5.5 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 1.2 | 7 | 73 | 6.9 | -3.2 |
BECO | BlackRock Future Climate and Sustainable Economy ETF | 1.2 | 70 | 10 | 5.0 | -5.0 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 1.2 | 60 | 20 | 2.9 | -7.2 |
MOTO | SmartETFs Smart Transportation & Technology ETF | 1.2 | 68 | 12 | 7.7 | -2.4 |
SOLR | SmartETFs Sustainable Energy II Fund | 1.2 | 79 | 1 | 3.8 | -6.3 |
CTEC | Global X CleanTech ETF | 1.2 | 50 | 30 | 2.9 | -7.2 |
MJ | ETFMG Alternative Harvest ETF | 1.2 | 75 | 5 | 0.0 | -10.1 |
TOKE | Cambria Cannabis ETF | 1.2 | 42 | 38 | -21.3 | -31.3 |
SMOG | VanEck Low Carbon Energy ETF | 1.2 | 55 | 25 | 3.4 | -6.7 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 1.2 | 65 | 15 | 9.0 | -1.1 |
EDUT | Global X Education ETF | 1.1 | 50 | 30 | 1.8 | -8.3 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 1.1 | 50 | 30 | 3.7 | -6.4 |
CGV | Conductor Global Equity Value ETF | 1.1 | 128 | -48 | 13.4 | +3.4 |
BSEA | ETFMG Breakwave Sea Decarbonization Tech ETF | 1.1 | 75 | 5 | 0.9 | -9.2 |
JETS | US Global Jets ETF | 1.1 | 60 | 20 | -16.0 | -26.1 |
SUBS | Fount Subscription Economy ETF | 1.1 | 70 | 10 | 5.4 | -4.7 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 1.0 | 59 | 21 | 4.0 | -6.1 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.0 | 29 | 51 | 9.8 | -0.2 |
SDIV | Global X SuperDividend ETF | 1.0 | 58 | 22 | 19.7 | +9.6 |
HOTL | Kelly Hotel & Lodging Sector ETF | 1.0 | 78 | 2 | 3.1 | -7.0 |
BNE | Blue Horizon BNE ETF | 0.9 | 87 | -7 | 5.2 | -4.8 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 0.9 | 68 | 12 | 5.0 | -5.0 |
IXJ | iShares Global Healthcare ETF | 0.9 | 40 | 40 | 8.2 | -1.9 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 0.9 | 75 | 5 | 1.8 | -8.3 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.9 | 47 | 33 | 6.3 | -3.7 |
CGXU | Capital Group International Focus Equity ETF | 0.8 | 54 | 26 | 4.3 | -5.8 |
SRET | Global X SuperDividend REIT ETF | 0.8 | 58 | 22 | 9.9 | -0.2 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde | 0.7 | 63 | 17 | 5.1 | -4.9 |
JRNY | ALPS Global Travel Beneficiaries ETF | 0.6 | 65 | 15 | 0.8 | -9.2 |
HACK | ETFMG Prime Cyber Security ETF | 0.5 | 60 | 20 | 4.9 | -5.1 |
CIRC | JPMorgan Sustainable Consumption ETF | 0.5 | 49 | 31 | 5.8 | -4.2 |
XT | iShares Exponential Technologies ETF | 0.5 | 46 | 34 | 3.8 | -6.3 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 0.5 | 45 | 35 | -7.3 | -17.4 |
IGF | iShares Global Infrastructure ETF | 0.5 | 40 | 40 | 4.8 | -5.3 |
GII | SPDR S&P Global Infrastructure ETF | 0.5 | 40 | 40 | 4.8 | -5.3 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.5 | 47 | 33 | 5.6 | -4.4 |
SGDM | Sprott Gold Miners ETF | 0.5 | 50 | 30 | 5.3 | -4.8 |
GDX | VanEck Gold Miners ETF | 0.5 | 51 | 29 | 4.7 | -5.4 |
GOEX | Global X Gold Explorers ETF | 0.5 | 65 | 15 | 6.1 | -4.0 |
KOIN | Innovation Shares NextGen Protocol ETF | 0.5 | 75 | 5 | 7.6 | -2.4 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.4 | 49 | 31 | 6.2 | -3.8 |
DIVS | SmartETFs Dividend Builder ETF | 0.4 | 65 | 15 | 5.9 | -4.2 |
KROP | Global X AgTech & Food Innovation ETF | 0.4 | 50 | 30 | -2.1 | -12.1 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.4 | 75 | 5 | 8.0 | -2.0 |
IVEG | iShares Emergent Food and AgTech Multisector ETF | 0.4 | 47 | 33 | 9.0 | -1.0 |
FDNI | First Trust Dow Jones International Internet ETF | 0.4 | 65 | 15 | 2.8 | -7.2 |
CGDV | Capital Group Dividend Value ETF | 0.4 | 33 | 47 | 6.9 | -3.2 |
SIL | Global X Silver Miners ETF | 0.4 | 65 | 15 | 2.3 | -7.7 |
CGGR | Capital Group Growth ETF | 0.3 | 39 | 41 | 5.0 | -5.1 |
DISV | Dimensional International Small Cap Value ETF | 0.3 | 42 | 38 | 10.3 | +0.2 |
ROAM | Hartford Multifactor Emerging Markets ETF | 0.3 | 44 | 36 | 13.3 | +3.2 |
JEMA | JPMorgan Emerging Markets Equity Core ETF | 0.2 | 39 | 41 | 8.0 | -2.0 |
DEM | WisdomTree Emerging Markets High Dividend Fund | 0.1 | 63 | 17 | 15.9 | +5.9 |
RSX | VanEck Russia ETF | 0.0 | 70 | 10 | 0.0 | -10.1 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 0.0 | 58 | 22 | 10.0 | -0.1 |
DLS | WisdomTree International SmallCap Dividend Fund | 0.0 | 58 | 22 | 9.4 | -0.7 |
BNGE | First Trust S-Network Streaming and Gaming ETF | 0.0 | 70 | 10 | 0.7 | -9.4 |
GWX | SPDR S&P International Small Cap ETF | 0.0 | 40 | 40 | 6.1 | -3.9 |
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
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
Content on this tab for subscribers only
VALUATION METRICS
2022 | 2023E | 2024E | |
---|---|---|---|
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 United Kingdom AlphaDEX Fund | |||
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™
|
MODERN PORTFOLIO THEORY
![]() |
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|