Schwab Fundamental Emerging Markets Large Co. Index ETF
ALTAR
Score™		 13.1% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 10.6x P/Sales
ratio		 0.9x
P/BV
ratio		 1.0x Div.
yield		 3.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Schwab Fundamental Emerging Markets Large Company Index ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track as closely as possible, before fees and expenses, the total return of the Russell Fundamental Emerging Markets Large Company Index.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Charles Schwab Investment Mana
Website www.schwabetfs.com
Inception date Aug 15, 2013
Assets (mns) $10,392
Currency USD
Expense ratio 39 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust Co
Weighting Fundamental
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 392
Wgt avg mkt cap (mns) $142,452
Large cap (>$10bn) 76.5%
Mid cap ($2-10bn) 18.8%
Small cap (<$2bn) 2.2%
Developed mkts 6.7%
Emerging mkts 93.3%

TOP TEN HOLDINGS
TAIWAN SEMICONDUCTOR MANUFAC 5.8 %
HON HAI PRECISION INDUSTRY 2.8 %
ALIBABA GROUP HOLDING LTD. 2.7 %
CHINA CONSTRUCTION BANK-H 2.6 %
VALE SA 2.6 %
PETROBRAS - PETROLEO BRAS-PR 2.6 %
PETROBRAS - PETROLEO BRAS 2.4 %
TENCENT HOLDINGS LTD 1.8 %
MEDIATEK INC 1.6 %
IND & COMM BK OF CHINA - H 1.6 %
Total 26.4 %

TOP COUNTRY EXPOSURE
TAIWAN 23.7 %
CHINA 22.7 %
BRAZIL 12.6 %
INDIA 8.1 %
SOUTH AFRICA 4.9 %
HONG KONG 3.5 %
MEXICO 2.8 %
THAILAND 2.6 %
SAUDI ARABIA 2.0 %
TURKEY 1.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
17.4% 27.3% 10.4% 10.2% 7.3%

Market Correlations
versus... Beta R-squared
S&P500 0.94 56%
MSCI EAFE 0.84 66%
MSCI Emg. Mkts. 0.58 80%

Technical Indicators
Recent close $42.65
30d moving avg. $40.78
Annualized volatility 14.8%
Short interest (ETF) 2.9%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 1,494
Turnover 0.6%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $12,266

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 443 potential alternatives to the Schwab Fundamental Emerging Markets Large Co. Index ETF ETF based on the alternatives' overlap in portfolio holdings with FNDE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FNDE Expense: 39 bp ALTAR Score™: 13.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FNDE
Ticker Fund
Name		 Overlap1
vs FNDE
(%)		 Expense
ratio
(bp)		 Savings
vs FNDE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FNDE
(%)
SCHE Schwab Emerging Markets Equity ETF 44.3 11 28 9.3 -3.8
JHEM John Hancock Multifactor Emerging Markets ETF 42.5 49 -10 7.3 -5.8
VWO Vanguard FTSE Emerging Markets ETF 40.9 7 32 9.1 -4.0
LDEM iShares ESG MSCI EM Leaders ETF 39.3 17 22 12.6 -0.5
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 39.0 69 -30 7.6 -5.5
EEM iShares MSCI Emerging Markets ETF 39.0 69 -30 7.7 -5.4
ECON Columbia Emerging Markets Consumer ETF 38.4 49 -10 6.4 -6.7
SPEM SPDR Portfolio Emerging Markets ETF 38.2 7 32 9.4 -3.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 37.3 15 24 7.9 -5.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 36.8 50 -11 7.9 -5.2
VEXC Vanguard Emerging Markets Ex-China ETF 36.7 7 32 5.5 -7.6
BKEM BNY Mellon Emerging Markets Equity ETF 36.7 11 28 23.9 +10.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 36.3 30 9 7.8 -5.3
IEMG iShares Core MSCI Emerging Markets ETF 36.3 9 30 8.0 -5.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 36.0 36 3 7.4 -5.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 36.0 66 -27 7.3 -5.8
GMF SPDR S&P Emerging Asia Pacific ETF 35.9 49 -10 8.5 -4.6
EMGF iShares Emerging Markets Equity Factor ETF 35.9 25 14 8.7 -4.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 35.3 30 9 7.3 -5.8
XCNY SPDR S&P Emerging Markets ex-China ETF 34.8 15 24 5.5 -7.6
EEMA iShares MSCI Emerging Markets Asia ETF 34.6 49 -10 7.4 -5.7
EVLU iShares MSCI Emerging Markets Value Factor ETF 34.0 35 4 9.8 -3.3
EMXF iShares ESG Advanced MSCI EM ETF 33.9 16 23 6.5 -6.6
BKF iShares MSCI BIC ETF 33.7 69 -30 15.1 +2.0
DFAE Dimensional Emerging Core Equity Market ETF 33.6 35 4 6.8 -6.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 33.1 45 -6 7.9 -5.2
AVEM Avantis Emerging Markets Equity ETF 32.9 33 6 6.9 -6.2
ESGE iShares ESG Aware MSCI EM ETF 32.5 25 14 8.0 -5.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 32.2 70 -31 6.7 -6.4
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 32.1 24 15 5.0 -8.1
EMXC iShares MSCI Emerging Markets ex China ETF 31.8 25 14 4.9 -8.2
DFEV Dimensional Emerging Markets Value ETF 31.5 43 -4 9.0 -4.1
STXE Strive Emerging Markets Ex-China ETF 31.1 32 7 5.0 -8.1
FLAX Franklin FTSE Asia Ex Japan ETF 31.0 19 20 7.0 -6.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 30.6 15 24 8.8 -4.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 29.8 38 1 6.8 -6.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 29.4 59 -20 8.3 -4.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 29.3 32 7 7.4 -5.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 29.1 41 -2 6.8 -6.3
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 28.4 44 -5 9.2 -3.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 27.7 33 6 6.6 -6.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 27.6 75 -36 6.0 -7.1
AIA iShares Asia 50 ETF 27.1 50 -11 7.4 -5.7
XCEM Columbia EM Core ex-China ETF 26.5 16 23 4.8 -8.3
EMMF WisdomTree Emerging Markets Multifactor Fund 25.9 48 -9 8.4 -4.7
ROAM Hartford Multifactor Emerging Markets ETF 25.7 44 -5 7.3 -5.8
FDEM Fidelity Emerging Markets Multifactor ETF 25.6 25 14 10.2 -2.9
AVSE Avantis Responsible Emerging Markets Equity ETF 25.5 33 6 6.5 -6.6
DEHP Dimensional Emerging Markets High Profitability ETF 24.4 41 -2 4.7 -8.4
DEM WisdomTree Emerging Markets High Dividend Fund 24.1 63 -24 9.8 -3.3
JADE JPMorgan Active Developing Markets Equity ETF 24.0 65 -26 5.8 -7.3
NUEM Nuveen ESG Emerging Markets Equity ETF 23.9 36 3 5.7 -7.4
RNEM First Trust Emerging Markets Equity Select ETF 23.7 75 -36 7.8 -5.3
MCHI iShares MSCI China ETF 23.5 59 -20 21.4 +8.3
UEVM VictoryShares Emerging Markets Value Momentum ETF 23.2 45 -6 9.5 -3.6
GXC SPDR S & P China ETF 23.1 59 -20 19.8 +6.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 22.9 88 -49 8.5 -4.6
FLCH Franklin FTSE China ETF 22.4 19 20 19.1 +6.0
FLTW Franklin FTSE Taiwan ETF 22.2 19 20 3.1 -10.0
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 22.0 32 7 4.6 -8.5
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 21.8 95 -56 9.4 -3.7
AVXC Avantis Emerging Markets Ex-China Equity ETF 21.2 33 6 5.9 -7.2
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 21.1 40 -1 6.0 -7.1
DEXC Dimensional Emerging Markets ex China Core EquityETF 21.0 53 -14 4.9 -8.2
EMC Global X Emerging Markets Great Consumer ETF 20.7 75 -36 7.1 -6.0
EWT iShares MSCI Taiwan ETF 20.6 58 -19 2.7 -10.4
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 20.3 25 14 5.9 -7.2
MEM Matthews Emerging Markets Equity Active ETF 20.0 79 -40 8.5 -4.6
FXI iShares China Large-Cap ETF 19.8 74 -35 21.6 +8.6
FTHF First Trust Emerging Markets Human Flourishing ETF 19.7 75 -36 5.3 -7.8
AVES Avantis Emerging Markets Value ETF 19.3 36 3 8.9 -4.2
DVYE iShares Emerging Markets Dividend ETF 17.3 49 -10 16.7 +3.6
ACWX iShares MSCI ACWI ex U.S. ETF 16.8 34 5 6.2 -6.9
PATN Pacer Nasdaq International Patent Leaders ETF 16.1 65 -26 4.0 -9.1
FEM First Trust Emerging Markets AlphaDEX Fund 16.0 80 -41 8.5 -4.6
VSGX Vanguard ESG International Stock ETF 16.0 10 29 6.4 -6.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 16.0 18 21 6.2 -6.9
EELV Invesco S&P Emerging Markets Low Volatility ETF 15.8 29 10 8.7 -4.4
VEU Vanguard FTSE All-World ex-US Index Fund 15.7 4 35 6.6 -6.5
XC WisdomTree Emerging Markets Ex-China Fund 15.5 32 7 6.5 -6.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 15.4 41 -2 5.9 -7.2
FLLA Franklin FTSE Latin America ETF 15.4 19 20 10.4 -2.7
VXUS Vanguard Total International Stock ETF 14.7 5 34 6.5 -6.6
IXUS iShares Core MSCI Total International Stock ETF 14.7 7 32 6.5 -6.6
VYMI Vanguard International High Dividend Yield ETF 14.5 17 22 7.6 -5.5
FRDM Freedom 100 Emerging Markets ETF 14.5 49 -10 5.2 -7.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 13.7 47 -8 7.0 -6.1
FRGN Horizon International Equity ETF 13.5 75 -36 7.7 -5.4
EMM Global X Emerging Markets ex-China ETF 13.3 75 -36 4.5 -8.6
EEMO Invesco S&P Emerging Markets Momentum ETF 13.2 29 10 6.3 -6.8
IQDF FlexShares International Quality Dividend Index Fund 12.4 47 -8 7.2 -5.9
EWZ iShares MSCI Brazil ETF 12.2 58 -19 10.1 -3.0
FLBR Franklin FTSE Brazil ETF 12.1 19 20 11.2 -1.9
JCHI JPMorgan Active China ETF 11.9 65 -26 16.2 +3.1
JIVE JPMorgan International Value ETF 11.9 55 -16 7.8 -5.3
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 11.3 60 -21 9.3 -3.8
EYLD Cambria Emerging Shareholder Yield ETF 11.2 66 -27 8.4 -4.7
MINV Matthews Asia Innovators Active ETF 10.9 79 -40 5.8 -7.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 10.9 30 9 6.2 -6.9
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 10.9 90 -51 3.4 -9.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 10.2 78 -39 9.2 -3.9
FLN First Trust Latin America AlphaDEX Fund 10.0 80 -41 9.7 -3.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 9.8 42 -3 4.1 -9.0
MCH Matthews China Active ETF 9.7 79 -40 15.4 +2.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 9.6 32 7 15.4 +2.3
CWI SPDR MSCI ACWI ex-US ETF 9.5 30 9 6.3 -6.8
ACWV iShares MSCI Global Min Vol Factor ETF 9.5 20 19 5.6 -7.5
AIVC Amplify Bloomberg AI Value Chain ETF 8.9 59 -20 3.5 -9.6
CGXU Capital Group International Focus Equity ETF 8.9 54 -15 3.7 -9.4
ECOW Pacer Emerging Markets Cash Cows 100 ETF 8.7 70 -31 9.4 -3.7
DOL WisdomTree International LargeCap Dividend Fund 8.2 48 -9 5.5 -7.6
INDA iShares MSCI India ETF 7.9 65 -26 4.7 -8.4
JIG JPMorgan International Growth ETF 7.9 55 -16 3.6 -9.5
AQLT iShares MSCI Global Quality Factor ETF 7.8 18 21 0.0 -13.1
KNCT Invesco Next Gen Connectivity ETF 7.4 40 -1 2.9 -10.2
GVAL Cambria Global Value ETF 7.4 68 -29 8.0 -5.1
TCHI iShares MSCI China Multisector Tech ETF 7.4 59 -20 15.6 +2.5
VIDI Vident International Equity Strategy ETF 7.4 61 -22 7.9 -5.2
KTEC KraneShares Hang Seng TECH Index ETF 7.3 69 -30 24.8 +11.7
IXN iShares Global Tech ETF 7.2 41 -2 2.6 -10.5
FLIN Franklin FTSE India ETF 7.1 19 20 4.2 -8.9
PICK iShares MSCI Global Metals & Mining Producers ETF 7.0 39 0 7.9 -5.2
NFTY First Trust India NIFTY 50 Equal Weight ETF 6.9 80 -41 5.1 -8.0
INDY iShares India 50 ETF 6.8 89 -50 5.5 -7.6
EPI WisdomTree India Earnings Fund 6.6 85 -46 5.2 -7.9
NXTG First Trust Indxx NextG ETF 6.5 70 -31 3.4 -9.7
MOTG VanEck Morningstar Global Wide Moat ETF 6.4 52 -13 8.1 -5.0
WRND IQ Global Equity R&D Leaders ETF 6.4 18 21 4.1 -9.0
IGRO iShares International Dividend Growth ETF 6.4 15 24 6.6 -6.5
KWEB KraneShares CSI China Internet ETF 6.3 69 -30 28.4 +15.3
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 6.3 86 -47 13.8 +0.7
FDNI First Trust Dow Jones International Internet ETF 6.3 65 -26 26.8 +13.7
EDIV SPDR S&P Emerging Markets Dividend ETF 6.2 49 -10 8.9 -4.2
MOTI VanEck Morningstar International Moat ETF 6.2 58 -19 10.2 -2.9
ACWI iShares MSCI ACWI ETF 6.1 32 7 4.6 -8.5
FBOT Fidelity Disruptive Automation ETF 6.1 50 -11 2.9 -10.2
KLMT Invesco MSCI Global Climate 500 ETF 5.8 10 29 4.9 -8.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.8 65 -26 7.1 -6.0
CLNR IQ Cleaner Transport ETF 5.8 45 -6 4.0 -9.1
ANEW ProShares MSCI Transformational Changes ETF 5.6 45 -6 4.3 -8.8
FCA First Trust China AlphaDEX Fund 5.6 80 -41 8.4 -4.7
ARTY iShares Future AI & Tech ETF 5.6 47 -8 2.4 -10.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.5 20 19 4.7 -8.4
VT Vanguard Total World Stock ETF 5.5 6 33 4.9 -8.2
SDEM Global X MSCI SuperDividend Emerging Markets ETF 5.5 67 -28 12.0 -1.1
SCHY Schwab International Dividend Equity ETF 5.2 14 25 8.4 -4.7
OAIM OneAscent International Equity ETF 5.1 95 -56 4.3 -8.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.1 46 -7 7.3 -5.8
GLOF iShares Global Equity Factor ETF 5.1 20 19 5.5 -7.6
CHIQ Global X MSCI China Consumer Discretionary ETF 5.0 65 -26 15.9 +2.8
WWJD Inspire International ETF 4.9 80 -41 6.1 -7.0
JSTC Adasina Social Justice All Cap Global ETF 4.9 89 -50 4.3 -8.8
GSIB Themes Global Systemically Important Banks ETF 4.7 35 4 7.3 -5.8
EZA iShares MSCI South Africa ETF 4.7 58 -19 8.8 -4.3
OBOR KraneShares MSCI One Belt One Road Index ETF 4.5 79 -40 7.0 -6.1
AGIX KraneShares Artificial Intelligence and Technology ETF 4.5 99 -60 1.1 -12.0
AGQI First Trust Active Global Quality Income ETF 4.3 85 -46 6.3 -6.8
ILF iShares Latin America 40 ETF 4.2 48 -9 9.4 -3.7
TINY ProShares Nanotechnology ETF 4.1 58 -19 1.5 -11.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.1 12 27 4.4 -8.7
GEW Cambria Global EW ETF 4.0 29 10 5.3 -7.8
BLES Inspire Global Hope ETF 3.8 61 -22 5.7 -7.4
AFK VanEck Africa Index ETF 3.7 98 -59 10.4 -2.7
IXG iShares Global Financials ETF 3.6 42 -3 5.8 -7.3
CHAT Roundhill Generative AI & Technology ETF 3.6 75 -36 4.3 -8.8
XT iShares Exponential Technologies ETF 3.6 46 -7 4.0 -9.1
SDIV Global X Superdividend ETF 3.5 58 -19 13.8 +0.7
CGRO CoreValues Alpha Greater China Growth ETF 3.4 75 -36 5.8 -7.3
METV Roundhill Ball Metaverse ETF 3.4 59 -20 7.4 -5.7
RXI iShares Global Consumer Discretionary ETF 3.4 41 -2 8.7 -4.4
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 3.3 60 -21 6.6 -6.5
ASEA Global X FTSE Southeast Asia ETF 3.3 65 -26 5.0 -8.1
DGT State Street SPDR Global Dow ETF 3.1 50 -11 5.5 -7.6
DEW WisdomTree Global High Dividend Fund 3.1 58 -19 7.0 -6.1
GINN Goldman Sachs Innovate Equity ETF 3.1 52 -13 3.7 -9.4
CQQQ Invesco China Technology ETF 3.1 70 -31 17.7 +4.6
AIQ Global X Artificial Intelligence & Technology ETF 3.0 68 -29 2.7 -10.4
EEMS iShares MSCI Emerging Markets Small Cap ETF 3.0 70 -31 6.4 -6.7
QTUM Defiance Quantum ETF 3.0 40 -1 3.8 -9.3
FID First Trust S&P International Dividend Aristocrats ETF 2.9 60 -21 7.5 -5.6
ARVR First Trust Indxx Metaverse ETF 2.8 70 -31 3.5 -9.6
EWW iShares MSCI Mexico ETF 2.8 50 -11 8.6 -4.5
FLMX Franklin FTSE Mexico ETF 2.7 19 20 9.0 -4.1
WDIV SPDR S&P Global Dividend ETF 2.7 40 -1 8.8 -4.3
OGIG ALPS O'Shares Global Internet Giants ETF 2.6 48 -9 2.5 -10.6
EDOG ALPS Emerging Sector Dividend Dogs ETF 2.6 60 -21 10.4 -2.7
ABLG Abacus FCF International Leaders ETF 2.6 59 -20 6.6 -6.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.6 9 30 4.8 -8.3
DWX SPDR S&P International Dividend ETF 2.5 45 -6 6.6 -6.5
IXP iShares Global Comm Services ETF 2.5 42 -3 5.8 -7.3
ROBO ROBO Global Robotics & Automation Index ETF 2.5 95 -56 2.5 -10.6
AIS VistaShares Artificial Intelligence Supercycle ETF 2.4 75 -36 1.0 -12.1
THD iShares MSCI Thailand ETF 2.4 58 -19 0.0 -13.1
FEOE First Eagle Overseas Equity ETF 2.3 79 -40 6.0 -7.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.3 75 -36 1.9 -11.2
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.3 75 -36 3.2 -9.9
PIN Invesco India ETF 2.3 78 -39 5.4 -7.7
BNGE First Trust S-Network Streaming and Gaming ETF 2.2 70 -31 3.0 -10.1
CCNR ALPS CoreCommodity Natural Resources ETF 2.2 39 0 7.8 -5.3
OSEA Harbor International Compounders ETF 2.2 55 -16 4.5 -8.6
BUYZ Franklin Disruptive Commerce ETF 2.2 50 -11 2.6 -10.5
DTCR Global X Data Center & Digital Infrastructure ETF 2.1 50 -11 3.5 -9.6
FMET Fidelity Metaverse ETF 2.1 39 0 4.3 -8.8
DSTX Distillate International Fundamental Stability & Value ETF 2.1 55 -16 6.4 -6.7
NDIA Global X India Active ETF 2.0 75 -36 5.2 -7.9
FDCF Fidelity Disruptive Communications ETF 2.0 50 -11 1.8 -11.3
FLSA Franklin FTSE Saudi Arabia ETF 2.0 39 0 0.0 -13.1
KSA iShares MSCI Saudi Arabia ETF 2.0 74 -35 0.0 -13.1
VIGI Vanguard International Dividend Appreciation ETF 2.0 10 29 5.9 -7.2
CHPX Global X AI Semiconductor & Quantum ETF 2.0 50 -11 1.7 -11.4
IPAV Global X Infrastructure Development ex-U.S. ETF 2.0 55 -16 5.9 -7.2
ESPO VanEck Video Gaming and eSports ETF 1.9 56 -17 6.3 -6.8
ODDS Pacer BlueStar Digital Entertainment ETF 1.9 60 -21 4.5 -8.6
IGPT Invesco AI and Next Gen Software ETF 1.9 60 -21 2.4 -10.7
FCLD Fidelity Cloud Computing ETF 1.9 39 0 2.7 -10.4
IBUY Amplify Online Retail ETF 1.8 65 -26 2.3 -10.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 1.8 58 -19 8.4 -4.7
SOCL Global X Social Media ETF 1.8 65 -26 13.7 +0.6
HAP VanEck Natural Resources ETF 1.8 50 -11 6.2 -6.9
IBLC iShares Blockchain and Tech ETF 1.8 47 -8 -1.3 -14.4
PCGG Polen Capital Global Growth ETF 1.8 85 -46 3.9 -9.2
UMMA Wahed Dow Jones Islamic World ETF 1.8 65 -26 3.6 -9.5
TUR iShares MSCI Turkey ETF 1.7 58 -19 13.1 +0.0
RCGE RockCreek Global Equality ETF 1.7 95 -56 5.9 -7.2
GGME Invesco Next Gen Media and Gaming ETF 1.7 60 -21 4.4 -8.7
GMET VanEck Green Metals ETF 1.7 63 -24 0.8 -12.3
KOCG FIS Knights of Columbus Global Belief ETF 1.6 75 -36 4.6 -8.5
FDTX Fidelity Disruptive Technology ETF 1.6 50 -11 1.6 -11.5
SNSR Global X Internet of Things ETF 1.6 68 -29 3.5 -9.6
FEGE First Eagle Global Equity ETF 1.6 79 -40 5.9 -7.2
DINT Davis Select International ETF 1.5 55 -16 6.1 -7.0
SUPL ProShares Supply Chain Logistics ETF 1.5 58 -19 7.7 -5.4
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.5 80 -41 7.0 -6.1
BWEB Bitwise Web3 ETF 1.4 85 -46 -0.1 -13.2
ISHP First Trust Nasdaq Retail ETF 1.4 60 -21 5.5 -7.6
DWLD Davis Select Worldwide ETF 1.4 63 -24 7.0 -6.1
OCEN IQ Clean Oceans ETF 1.4 45 -6 4.6 -8.5
UIVM VictoryShares International Value Momentum ETF 1.3 35 4 7.7 -5.4
TTAI FCF International Quality ETF 1.3 59 -20 7.1 -6.0
ION ProShares S&P Global Core Battery Metals ETF 1.3 58 -19 6.4 -6.7
MXI iShares Global Materials ETF 1.2 41 -2 5.9 -7.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.2 80 -41 6.6 -6.5
AVEE Avantis Emerging Markets Small Cap Equity ETF 1.2 42 -3 7.6 -5.5
CRAK VanEck Oil Refiners ETF 1.1 61 -22 6.7 -6.4
JGLO JPMorgan Global Select Equity ETF 1.1 33 6 4.3 -8.8
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.1 12 27 8.8 -4.3
TIIV AAM Todd International Intrinsic Value ETF 1.0 54 -15 9.4 -3.7
KXI iShares Global Consumer Staples ETF 1.0 41 -2 5.5 -7.6
FPXI First Trust International Equity Opportunities ETF 0.9 70 -31 4.1 -9.0
EIDO iShares MSCI Indonesia ETF 0.9 59 -20 10.7 -2.4
IDX VanEck Indonesia Index ETF 0.9 57 -18 9.4 -3.7
DTAN Sparkline International Intangible Value ETF 0.9 55 -16 7.0 -6.1
BRAZ Global X Brazil Active ETF 0.9 75 -36 9.7 -3.4
BATT Amplify Lithium & Battery Technology ETF 0.9 59 -20 2.0 -11.1
INCO Columbia India Consumer ETF 0.9 75 -36 2.2 -10.9
OTGL OTG Latin America ETF 0.8 269 -230 7.5 -5.6
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.8 72 -33 2.6 -10.5
IXC iShares Global Energy ETF 0.8 44 -5 6.7 -6.4
IOO iShares Global 100 ETF 0.8 41 -2 3.8 -9.3
CGGO Capital Group Global Growth Equity ETF 0.8 47 -8 4.1 -9.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 -26 1.4 -11.7
CGV Conductor Global Equity Value ETF 0.8 130 -91 7.6 -5.5
SDG iShares MSCI Global Sustainable Development Goals ETF 0.8 49 -10 4.6 -8.5
EBIZ Global X E-Commerce ETF 0.7 50 -11 4.9 -8.2
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.7 10 29 8.8 -4.3
BAI iShares AI Innovation and Tech Active ETF 0.7 55 -16 1.0 -12.1
EWM iShares MSCI Malaysia ETF 0.7 50 -11 6.6 -6.5
PGJ Invesco Golden Dragon China ETF 0.7 70 -31 17.3 +4.2
IPKW Invesco International BuyBack Achievers ETF 0.7 55 -16 7.7 -5.4
GLIN VanEck India Growth Leaders ETF 0.7 77 -38 5.5 -7.6
CGIE Capital Group International Equity ETF 0.7 54 -15 4.5 -8.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.7 70 -31 4.1 -9.0
OND ProShares On-Demand ETF 0.7 58 -19 0.6 -12.5
PBD Invesco Global Clean Energy ETF 0.7 75 -36 0.4 -12.7
UAE iShares MSCI UAE ETF 0.6 59 -20 0.0 -13.1
ICOP iShares Copper and Metals Mining ETF 0.6 47 -8 5.3 -7.8
CGGR Capital Group Growth ETF 0.6 39 0 2.6 -10.5
FPAG FPA Global Equity ETF 0.6 49 -10 5.6 -7.5
DFNL Davis Select Financial ETF 0.6 63 -24 7.0 -6.1
APIE ActivePassive International Equity ETF 0.6 45 -6 6.3 -6.8
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.6 80 -41 12.1 -1.0
ECH iShares MSCI Chile ETF 0.6 58 -19 7.7 -5.4
SMOG VanEck Low Carbon Energy ETF 0.5 61 -22 1.3 -11.8
ERTH Invesco MSCI Sustainable Future ETF 0.5 62 -23 3.4 -9.7
FTRI First Trust Indxx Global Natural Resources Income ETF 0.5 70 -31 6.2 -6.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.5 20 19 4.2 -8.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.5 35 4 3.5 -9.6
CDIG City Different Investments Global Equity ETF 0.5 75 -36 -1.6 -14.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 0.5 57 -18 2.5 -10.6
ONLN ProShares Online Retail ETF 0.5 58 -19 1.4 -11.7
VPL Vanguard FTSE Pacific ETF 0.5 7 32 4.9 -8.2
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -31 2.4 -10.7
DRIV Global X Autonomous & Electric Vehicles ETF 0.5 68 -29 3.5 -9.6
MOTO SmartETFs Smart Transportation & Technology ETF 0.5 68 -29 5.6 -7.5
SHPP Pacer Industrials and Logistics ETF 0.5 60 -21 6.7 -6.4
GNR SPDR S&P Global Natural Resources ETF 0.4 40 -1 7.8 -5.3
AGMI Themes Silver Miners ETF 0.4 35 4 3.6 -9.5
COPX Global X Copper Miners ETF 0.4 65 -26 4.0 -9.1
DRGN Themes China Generative Artificial Intelligence ETF 0.4 39 0 10.7 -2.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.4 47 -8 5.0 -8.1
FYLD Cambria Foreign Shareholder Yield ETF 0.4 59 -20 9.5 -3.6
GREK Global X MSCI Greece ETF 0.4 57 -18 7.8 -5.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.4 58 -19 3.6 -9.5
BOAT SonicShares Global Shipping ETF 0.4 69 -30 16.9 +3.8
SLX VanEck Steel ETF 0.4 56 -17 10.0 -3.1
EMIF iShares Emerging Markets Infrastructure ETF 0.4 60 -21 2.9 -10.2
IBAT iShares Energy Storage & Materials ETF 0.4 47 -8 1.6 -11.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.4 45 -6 1.9 -11.2
POW VistaShares Electrification Supercycle ETF 0.4 75 -36 2.4 -10.7
EWZS iShares MSCI Brazil Small-Cap ETF 0.4 59 -20 12.0 -1.1
QAT iShares MSCI Qatar ETF 0.4 59 -20 53.5 +40.4
BOTZ Global X Robotics & Artificial Intelligence ETF 0.4 69 -30 2.1 -11.0
HUMN Roundhill Humanoid Robotics ETF 0.4 75 -36 1.5 -11.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.4 65 -26 6.6 -6.5
JPIN J.P. Morgan Diversified Return International Equity ETF 0.3 37 2 6.8 -6.3
SRVR Pacer Data & Infrastructure Real Estate ETF 0.3 55 -16 4.3 -8.8
KGRN KraneShares MSCI China Clean Technology Index ETF 0.3 79 -40 4.1 -9.0
IGF iShares Global Infrastructure ETF 0.3 41 -2 4.5 -8.6
WOOD iShares Global Timber & Forestry ETF 0.3 42 -3 11.1 -2.0
CGDG Capital Group Dividend Growers ETF 0.3 47 -8 5.1 -8.0
MOO VanEck Agribusiness ETF 0.3 53 -14 8.5 -4.6
GII SPDR S&P Global Infrastructure ETF 0.3 40 -1 4.5 -8.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.3 46 -7 5.4 -7.7
GPT Intelligent Alpha Atlas ETF 0.3 69 -30 6.2 -6.9
KURE KraneShares MSCI All China Health Care Index ETF 0.3 65 -26 2.7 -10.4
JXI iShares Global Utilities ETF 0.3 43 -4 5.5 -7.6
TRFM AAM Transformers ETF 0.3 49 -10 1.0 -12.1
DGIN VanEck Digital India ETF 0.3 71 -32 1.4 -11.7
RING iShares MSCI Global Gold Miners ETF 0.3 39 0 3.1 -10.0
NUDM Nuveen ESG International Developed Markets Equity ETF 0.3 31 8 5.4 -7.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 -1 5.6 -7.5
LVHI Franklin International Low Volatility High Dividend Index ET 0.3 40 -1 7.4 -5.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.3 80 -41 5.4 -7.7
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 14 5.0 -8.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 10 6.9 -6.2
DVYA iShares Asia/Pacific Dividend ETF 0.3 49 -10 6.7 -6.4
FENI Fidelity Enhanced International ETF 0.3 28 11 5.7 -7.4
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 19 5.6 -7.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.3 32 7 5.3 -7.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.3 30 9 5.9 -7.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.3 22 17 5.5 -7.6
DWM WisdomTree International Equity Fund 0.3 48 -9 5.5 -7.6
FDEV Fidelity International Multifactor ETF 0.3 18 21 7.0 -6.1
FIVA Fidelity International Value Factor ETF 0.3 18 21 7.0 -6.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.3 56 -17 9.2 -3.9
EWH iShares MSCI Hong Kong ETF 0.3 50 -11 5.3 -7.8
DTH WisdomTree International High Dividend Fund 0.3 58 -19 7.0 -6.1
IDV iShares International Select Dividend ETF 0.3 51 -12 8.9 -4.2
EPP iShares MSCI Pacific ex-Japan ETF 0.3 47 -8 4.9 -8.2
DWMF WisdomTree International Multifactor Fund 0.3 38 1 6.8 -6.3
FTAG First Trust Indxx Global Agriculture ETF 0.3 70 -31 6.7 -6.4
BINV Brandes International ETF 0.3 70 -31 8.4 -4.7
LIT Global X Lithium & Battery Tech ETF 0.3 75 -36 5.6 -7.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 0 1.2 -11.9
IDRV iShares Self-driving EV & Tech ETF 0.3 47 -8 1.5 -11.6
IPAC iShares Core MSCI Pacific ETF 0.3 9 30 5.2 -7.9
DFIV Dimensional International Value ETF 0.2 27 12 7.4 -5.7
QQQ Invesco QQQ Trust Series I 0.2 20 19 3.3 -9.8
QQQM Invesco NASDAQ 100 ETF 0.2 15 24 3.4 -9.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 19 5.5 -7.6
TMFG Motley Fool Global Opportunities ETF 0.2 85 -46 3.8 -9.3
FDLS Inspire Fidelis Multi Factor ETF 0.2 76 -37 3.1 -10.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.2 15 24 5.0 -8.1
CZA Invesco Zacks Mid-Cap ETF 0.2 72 -33 5.8 -7.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 35 17.2 +4.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 27 4.8 -8.3
CUT Invesco MSCI Global Timber ETF 0.2 61 -22 8.2 -4.9
EFV iShares MSCI EAFE Value ETF 0.2 34 5 7.2 -5.9
ECNS iShares MSCI China Small-Cap ETF 0.2 59 -20 10.2 -2.9
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 9 4.6 -8.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.2 14 25 5.2 -7.9
GCOW Pacer Global Cash Cows Dividend ETF 0.2 60 -21 9.2 -3.9
SCHF Schwab International Equity ETF 0.2 6 33 5.8 -7.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 15 6.8 -6.3
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -41 6.5 -6.6
FEP First Trust Europe AlphaDEX Fund 0.2 80 -41 6.7 -6.4
AUAU Global X Gold Miners ETF 0.2 35 4 2.3 -10.8
JETS U.S. Global Jets ETF 0.2 60 -21 2.7 -10.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 14 6.0 -7.1
VEA Vanguard FTSE Developed Markets ETF 0.2 3 36 5.8 -7.3
ICLN iShares Global Clean Energy ETF 0.2 41 -2 2.1 -11.0
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 9 7.7 -5.4
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 9 5.1 -8.0
VCLN Virtus Duff & Phelps Clean Energy ETF 0.2 59 -20 2.7 -10.4
RNRG Global X Renewable Energy Producers ETF 0.2 66 -27 4.9 -8.2
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 19 3.3 -9.8
PNQI Invesco NASDAQ Internet ETF 0.2 60 -21 3.7 -9.4
IDOG ALPS International Sector Dividend Dogs ETF 0.2 50 -11 9.0 -4.1
AVDE Avantis International Equity ETF 0.2 23 16 6.1 -7.0
OZEM Roundhill GLP-1 & Weight Loss ETF 0.1 59 -20 5.7 -7.4
THNR Amplify Weight Loss Drug & Treatment ETF 0.1 59 -20 5.9 -7.2
RFDI First Trust Riverfront Dynamic Developed International ETF 0.1 83 -44 7.3 -5.8
DIVS SmartETFs Dividend Builder ETF 0.1 65 -26 4.4 -8.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 4 5.5 -7.6
KROP Global X AgTech & Food Innovation ETF 0.1 50 -11 6.2 -6.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 19 5.7 -7.4
VEGI iShares MSCI Agriculture Producers ETF 0.1 39 0 7.1 -6.0
AVIV Avantis International Large Cap Value ETF 0.1 25 14 6.7 -6.4
CGW Invesco S&P Global Water Index ETF 0.1 57 -18 4.6 -8.5
PIO Invesco Global Water ETF 0.1 75 -36 4.7 -8.4
EFRA iShares Environmental Infrastructure and Industrials ETF 0.1 47 -8 5.2 -7.9
NUKZ Range Nuclear Renaissance Index ETF 0.1 85 -46 1.5 -11.6
JIRE JPMorgan International Research Enhanced Equity ETF 0.1 24 15 5.7 -7.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 18 3.0 -10.1
AVSD Avantis Responsible International Equity ETF 0.1 23 16 5.8 -7.3
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 19 5.5 -7.6
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1 35 4 5.7 -7.4
BKIE BNY Mellon International Equity ETF 0.1 4 35 17.5 +4.4
EFA iShares MSCI EAFE ETF 0.1 35 4 5.6 -7.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 14 5.5 -7.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 3 5.2 -7.9
COLO Global X MSCI Colombia ETF 0.1 62 -23 12.9 -0.2
IEFA iShares Core MSCI EAFE ETF 0.1 7 32 5.9 -7.2
IQSI IQ Candriam International Equity ETF 0.1 15 24 5.5 -7.6
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 35 5.9 -7.2
DFAI Dimensional International Core Equity Market ETF 0.1 18 21 5.9 -7.2
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 5 5.1 -8.0
JHMD John Hancock Multifactor Developed International ETF 0.1 39 0 6.1 -7.0
CTEC Global X CleanTech ETF 0.1 50 -11 -0.0 -13.1
ARGT Global X MSCI Argentina ETF 0.1 59 -20 3.2 -9.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 36 5.7 -7.4
FLGB Franklin FTSE United Kingdom ETF 0.1 9 30 6.6 -6.5
EXI iShares Global Industrials ETF 0.1 42 -3 3.7 -9.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 31 6.3 -6.8
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.1 65 -26 7.9 -5.2
EPU iShares MSCI Peru and Global Exposure ETF 0.1 59 -20 4.2 -8.9
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 19 -3.4 -16.5
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -36 0.1 -13.0
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 15 5.5 -7.6
FLEE Franklin FTSE Europe ETF 0.0 9 30 6.3 -6.8
FINX Global X FinTech ETF 0.0 68 -29 2.9 -10.2
DXIV Dimensional International Vector Equity ETF 0.0 34 5 6.4 -6.7
DFIC Dimensional International Core Equity 2 ETF 0.0 23 16 6.1 -7.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.0 20 19 0.8 -12.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.0 9 30 4.4 -8.7
URTH iShares MSCI World ETF 0.0 24 15 4.3 -8.8
INTF iShares International Equity Factor ETF 0.0 15 24 6.3 -6.8
TOK iShares MSCI Kokusai ETF 0.0 26 13 4.3 -8.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 0 6.7 -6.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 28 4.1 -9.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -6 6.5 -6.6
VRAI Virtus Real Asset Income ETF 0.0 55 -16 8.2 -4.9
POWR iShares U.S. Power Infrastructure ETF 0.0 40 -1 4.3 -8.8

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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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:		 Schwab Fundamental Emerging Markets Large Co. Index ETF
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 13.1 %
Divided by: Fwd. P/BV 1.0 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 13.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.53
 
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.