WisdomTree Europe Hedged Equity Fund
ALTAR
Score™		 8.4% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 10.7x P/Sales
ratio		 1.0x
P/BV
ratio		 1.5x Div.
yield		 3.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree Europe Hedged Equity Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the performance of the WisdomTree Europe Hedged Equity Index. The Fund seeks to provide exposure to Eurozone stocks while neutralizing currency risk relative to the US Dollar.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree Investments Inc
Website www.wisdomtree.com
Inception date Dec 31, 2009
Assets (mns) $1,897
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Dividend
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 146
Wgt avg mkt cap (mns) $102,985
Large cap (>$10bn) 90.3%
Mid cap ($2-10bn) 8.9%
Small cap (<$2bn) 0.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
FIAT CHRYSLER AUTOMOBILES NV 9.2 %
BANCO BILBAO VIZCAYA ARGENTA 6.8 %
ASML HOLDING NV 4.9 %
SIEMENS AG-REG 4.0 %
DAIMLER AG-REGISTERED SHARES 3.5 %
LVMH MOET HENNESSY LOUIS VUI 3.4 %
BAYERISCHE MOTOREN WERKE AG 3.3 %
DEUTSCHE TELEKOM AG 3.0 %
L'OREAL 3.0 %
BANCO SANTANDER SA 2.6 %
Total 43.9 %

TOP COUNTRY EXPOSURE
GERMANY 24.5 %
FRANCE 22.9 %
NETHERLANDS 16.9 %
SPAIN 13.2 %
BRITAIN 9.2 %
FINLAND 3.8 %
BELGIUM 3.1 %
ITALY 3.0 %
IRELAND 0.5 %
AUSTRIA 0.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
8.1% -41.6% -3.7% 1.6% 3.3%

Market Correlations
versus... Beta R-squared
S&P500 0.99 25%
MSCI EAFE 1.15 31%
MSCI Emg. Mkts. 0.95 22%

Technical Indicators
Recent close $47.14
30d moving avg. $41.07
Annualized volatility 35.4%
Short interest (ETF) 0.6%
Relative strength (RSI) 80

Liquidity measures
Avg. volume (thou.) 208
Turnover 0.5%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $6,643

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 362 potential alternatives to the WisdomTree Europe Hedged Equity Fund ETF based on the alternatives' overlap in portfolio holdings with HEDJ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: HEDJ Expense: 58 bp ALTAR Score™: 8.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH HEDJ
Ticker Fund
Name		 Overlap1
vs HEDJ
(%)		 Expense
ratio
(bp)		 Savings
vs HEDJ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs HEDJ
(%)
FLEU Franklin FTSE Eurozone ETF 49.1 9 49 6.7 -1.7
EZU iShares MSCI Eurozone ETF 48.2 52 6 6.2 -2.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 48.0 45 13 6.2 -2.2
FEZ SPDR EURO STOXX 50 ETF 46.9 29 29 6.2 -2.2
OEUR ALPS O'Shares Europe Quality Dividend ETF 33.6 48 10 5.7 -2.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 29.2 46 12 6.3 -2.1
BBEU JPMorgan BetaBuilders Europe ETF 28.9 9 49 6.7 -1.7
FLEE Franklin FTSE Europe ETF 28.8 9 49 6.8 -1.6
IEV iShares Europe ETF 28.6 67 -9 6.1 -2.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 28.2 58 0 6.0 -2.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 28.2 25 33 7.4 -1.0
IEUR iShares Core MSCI Europe ETF 27.1 11 47 -1.3 -9.7
SPEU SPDR Portfolio Europe ETF 25.8 7 51 6.6 -1.8
EFG iShares MSCI EAFE Growth ETF 25.4 36 22 4.1 -4.3
VGK Vanguard FTSE Europe ETF 25.4 11 47 6.8 -1.6
EWG iShares MSCI Germany ETF 23.1 50 8 6.5 -1.9
FLGR Franklin FTSE Germany ETF 23.1 9 49 7.1 -1.3
DBGR Xtrackers MSCI Germany Hedged Equity ETF 23.0 45 13 6.4 -2.0
EWQ iShares MSCI France ETF 22.2 53 5 5.4 -3.0
DOL WisdomTree International LargeCap Dividend Fund 21.8 48 10 7.7 -0.6
DAX Global X DAX Germany ETF 21.4 21 37 6.9 -1.5
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 20.8 20 38 6.3 -2.1
DMXF iShares ESG Advanced MSCI EAFE ETF 20.0 12 46 5.4 -3.0
IDHQ Invesco S&P International Developed High Quality ETF 19.6 29 29 5.8 -2.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 19.4 35 23 6.4 -2.0
EFA iShares MSCI EAFE ETF 19.4 35 23 6.4 -2.0
IQSI IQ Candriam International Equity ETF 19.4 15 43 6.4 -2.0
ESGD iShares ESG Aware MSCI EAFE ETF 19.4 20 38 6.3 -2.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 19.2 36 22 6.4 -2.0
IQDG WisdomTree International Quality Dividend Growth Fund 18.7 42 16 5.8 -2.6
IQLT iShares MSCI Intl Quality Factor ETF 18.6 30 28 5.7 -2.7
OSEA Harbor International Compounders ETF 18.5 55 3 3.7 -4.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 18.5 14 44 6.2 -2.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 18.5 58 0 5.6 -2.8
GSID Goldman Sachs MarketBeta International Equity ETF 18.4 20 38 6.7 -1.7
JIRE JPMorgan International Research Enhanced Equity ETF 18.2 24 34 6.7 -1.7
UMMA Wahed Dow Jones Islamic World ETF 18.2 65 -7 4.3 -4.1
FEUZ First Trust Eurozone AlphaDEX ETF 18.2 80 -22 8.3 -0.1
DWM WisdomTree International Equity Fund 18.0 48 10 7.8 -0.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 17.8 40 18 7.8 -0.5
RFEU First Trust Riverfront Dynamic Europe ETF 17.8 83 -25 8.7 +0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 17.5 20 38 6.8 -1.6
IEFA iShares Core MSCI EAFE ETF 17.3 7 51 2.7 -5.7
FGM First Trust Germany AlphaDEX Fund 17.0 80 -22 9.2 +0.8
LUX Tema Luxury ETF 16.7 75 -17 3.3 -5.1
JHMD John Hancock Multifactor Developed International ETF 16.7 39 19 7.4 -1.0
NUDM Nuveen ESG International Developed Markets Equity ETF 16.7 31 27 6.4 -2.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 16.5 20 38 6.9 -1.5
BKIE BNY Mellon International Equity ETF 16.4 4 54 6.9 -1.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 16.1 30 28 6.8 -1.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 16.1 25 33 7.4 -1.0
SCHF Schwab International Equity ETF 15.8 6 52 7.0 -1.4
BKCI BNY Mellon Concentrated International ETF 15.6 80 -22 5.2 -3.2
IVLU iShares MSCI Intl Value Factor ETF 15.5 30 28 10.6 +2.3
IDEV iShares Core MSCI International Developed Markets ETF 15.5 4 54 6.7 -1.7
IQIN IQ 500 International ETF 15.2 25 33 8.8 +0.4
EWN iShares MSCI Netherlands ETF 15.1 50 8 4.7 -3.7
LUXX Roundhill S&P Global Luxury ETF 14.8 45 13 2.7 -5.7
ESGN Columbia International ESG Equity Income ETF 14.4 45 13 9.0 +0.6
DFSI Dimensional International Sustainability Core 1 ETF 14.3 24 34 6.2 -2.2
IMTM iShares MSCI Intl Momentum Factor ETF 14.3 30 28 6.8 -1.6
VEA Vanguard FTSE Developed Markets ETF 14.2 5 53 7.0 -1.4
DTH WisdomTree International High Dividend Fund 14.1 58 0 10.1 +1.8
SPDW SPDR Portfolio Developed World ex-US ETF 14.1 3 55 6.9 -1.5
DIVI Franklin International Core Dividend Tilt Index ETF 14.0 9 49 8.0 -0.4
CGXU Capital Group International Focus Equity ETF 14.0 54 4 4.1 -4.2
FIVA Fidelity International Value Factor ETF 13.5 18 40 9.3 +0.9
FICS First Trust International Developed Capital Strength ETF 13.3 70 -12 6.1 -2.3
JIG JPMorgan International Growth ETF 13.1 55 3 4.3 -4.1
FEP First Trust Europe AlphaDEX Fund 13.0 80 -22 8.6 +0.3
INTF iShares International Equity Factor ETF 12.9 15 43 7.8 -0.6
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 12.7 51 7 6.8 -1.6
CWI SPDR MSCI ACWI ex-US ETF 12.7 30 28 6.8 -1.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 12.6 32 26 6.7 -1.7
DFAI Dimensional International Core Equity Market ETF 12.6 18 40 6.9 -1.5
JHID John Hancock International High Dividend ETF 12.6 46 12 11.5 +3.1
QINT American Century Quality Diversified International ETF 12.6 39 19 7.4 -1.0
CIL VictoryShares International Volatility Wtd ETF 12.5 45 13 6.9 -1.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 12.5 39 19 7.6 -0.8
ACWX iShares MSCI ACWI ex U.S. ETF 12.5 34 24 6.7 -1.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 12.4 41 17 6.7 -1.7
DIHP Dimensional International High Profitability ETF 12.2 29 29 6.9 -1.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 12.1 45 13 8.5 +0.1
CGGO Capital Group Global Growth Equity ETF 12.1 47 11 4.3 -4.1
CLNR IQ Cleaner Transport ETF 12.0 45 13 8.3 -0.1
FNDF Schwab Fundamental International Large Co. Index ETF 11.6 25 33 9.1 +0.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 11.5 39 19 7.3 -1.1
EWI iShares MSCI Italy ETF 11.4 50 8 8.2 -0.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 11.4 22 36 6.2 -2.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 11.3 80 -22 5.4 -3.0
VEU Vanguard FTSE All-World ex-US Index Fund 11.3 8 50 7.2 -1.2
IDOG ALPS International Sector Dividend Dogs ETF 11.3 50 8 11.6 +3.2
EFV iShares MSCI EAFE Value ETF 11.2 34 24 9.1 +0.7
IXUS iShares Core MSCI Total International Stock ETF 11.2 7 51 6.9 -1.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 10.8 47 11 10.3 +1.9
EWP iShares MSCI Spain ETF 10.8 50 8 8.5 +0.1
LVHI Franklin International Low Volatility High Dividend Index ET 10.8 40 18 10.2 +1.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 10.8 42 16 6.8 -1.6
VXUS Vanguard Total International Stock ETF 10.6 7 51 7.1 -1.3
DMDV AAM S&P Developed Markets High Dividend Value ETF 10.5 39 19 12.7 +4.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 10.5 80 -22 5.6 -2.7
FDEV Fidelity International Multifactor ETF 10.5 18 40 7.5 -0.9
RXI iShares Global Consumer Discretionary ETF 10.4 41 17 5.5 -2.8
SXUS Janus Henderson International Sustainable Equity ETF 10.3 60 -2 4.6 -3.8
DWMF WisdomTree International Multifactor Fund 10.2 38 20 7.3 -1.1
DFIC Dimensional International Core Equity 2 ETF 10.1 23 35 7.4 -1.0
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 10.0 9 49 9.8 +1.4
EUDV ProShares MSCI Europe Dividend Growers ETF 9.9 55 3 5.0 -3.4
AVDE Avantis International Equity ETF 9.9 23 35 7.9 -0.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 9.9 58 0 9.1 +0.7
VSGX Vanguard ESG International Stock ETF 9.8 12 46 6.8 -1.6
RFDI First Trust Riverfront Dynamic Developed International ETF 9.7 83 -25 9.0 +0.6
WRND IQ Global Equity R&D Leaders ETF 9.7 18 40 7.2 -1.2
DFIV Dimensional International Value ETF 9.7 27 31 9.8 +1.4
DSTX Distillate International Fundamental Stability & Value ETF 9.5 55 3 8.0 -0.4
TPIF Timothy Plan International ETF 9.4 62 -4 6.7 -1.7
VIGI Vanguard International Dividend Appreciation ETF 9.3 15 43 5.6 -2.8
AVIV Avantis International Large Cap Value ETF 9.2 25 33 8.9 +0.5
ISZE iShares MSCI Intl Size Factor ETF 9.1 30 28 6.6 -1.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 9.1 24 34 8.6 +0.2
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 9.0 20 38 10.7 +2.3
DIM WisdomTree International MidCap Dividend Fund 9.0 58 0 7.7 -0.7
IDMO Invesco S&P International Developed Momentum ETF 8.8 25 33 7.0 -1.4
UIVM VictoryShares International Value Momentum ETF 8.7 35 23 10.7 +2.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 8.6 29 29 8.8 +0.4
MOTI VanEck Morningstar International Moat ETF 8.5 58 0 6.9 -1.5
EXI iShares Global Industrials ETF 8.4 42 16 4.7 -3.7
KXI iShares Global Consumer Staples ETF 8.3 41 17 5.6 -2.8
IQDF FlexShares International Quality Dividend Index Fund 8.3 47 11 10.7 +2.3
EUFN iShares MSCI Europe Financials ETF 8.2 51 7 8.1 -0.3
JRNY ALPS Global Travel Beneficiaries ETF 8.1 65 -7 0.0 -8.4
IGRO iShares International Dividend Growth ETF 8.0 15 43 7.1 -1.3
VYMI Vanguard International High Dividend Yield ETF 7.8 22 36 9.7 +1.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.8 65 -7 8.4 -0.0
WWJD Inspire International ETF 7.5 80 -22 7.1 -1.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 7.5 50 8 5.1 -3.3
OCEN IQ Clean Oceans ETF 7.4 45 13 5.3 -3.1
TEMP JPMorgan Climate Change Solutions ETF 7.2 49 9 4.7 -3.7
GCOW Pacer Global Cash Cows Dividend ETF 7.1 60 -2 13.6 +5.2
NTZG Nuveen Global Net Zero Transition ETF 6.9 56 2 4.9 -3.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 6.8 30 28 7.8 -0.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.7 45 13 4.9 -3.5
MOTG VanEck Morningstar Global Wide Moat ETF 6.7 52 6 5.8 -2.6
IDLV Invesco S&P International Developed Low Volatility ETF 6.6 25 33 5.8 -2.5
KOCG FIS Knights of Columbus Global Belief ETF 6.5 75 -17 5.3 -3.1
RODE Hartford Multifactor Diversified International ETF 6.5 29 29 11.5 +3.2
ESGG FlexShares STOXX Global ESG Select Index Fund 6.4 42 16 5.1 -3.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 6.4 80 -22 10.8 +2.4
IQDE FlexShares International Quality Dividend Defensive Index ET 6.3 47 11 10.7 +2.3
VWID Virtus WMC International Dividend ETF 6.2 49 9 9.4 +1.0
VIDI Vident International Equity Strategy ETF 6.2 61 -3 11.9 +3.5
FINE Themes European Luxury ETF 6.0 35 23 -2.2 -10.6
JPIN J.P. Morgan Diversified Return International Equity ETF 6.0 37 21 8.7 +0.3
FIDI Fidelity International High Dividend ETF 6.0 18 40 10.1 +1.7
IOO iShares Global 100 ETF 5.9 41 17 4.8 -3.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 5.8 65 -7 12.8 +4.4
DGT SPDR Global Dow ETF 5.8 50 8 6.7 -1.7
EFAS Global X MSCI SuperDividend EAFE ETF 5.7 57 1 9.7 +1.3
BULD Pacer BlueStar Engineering the Future ETF 5.7 60 -2 1.2 -7.2
IEUS iShares MSCI Europe Small-Cap ETF 5.6 42 16 0.0 -8.4
KOKU Xtrackers MSCI Kokusai Equity ETF 5.5 9 49 5.5 -2.9
TOK iShares MSCI Kokusai ETF 5.4 26 32 5.3 -3.1
IPKW Invesco International BuyBack Achievers ETF 5.3 55 3 9.1 +0.7
BNE Blue Horizon BNE ETF 5.1 87 -29 5.0 -3.4
URTH iShares MSCI World ETF 5.1 24 34 5.4 -3.0
KOIN Capital Link Global Fintech Leaders ETF 5.0 75 -17 4.6 -3.8
QWLD SPDR MSCI World StrategicFactors ETF 5.0 30 28 6.1 -2.3
CID VictoryShares International High Div Volatility Wtd ETF 5.0 45 13 9.5 +1.1
IBOT Vaneck Robotics ETF 5.0 47 11 3.7 -4.7
IDV iShares International Select Dividend ETF 4.9 51 7 12.3 +3.9
GVAL Cambria Global Value ETF 4.7 68 -10 12.3 +4.0
AGQI First Trust Active Global Quality Income ETF 4.7 85 -27 5.8 -2.6
IXN iShares Global Tech ETF 4.7 41 17 4.3 -4.1
TINY ProShares Nanotechnology ETF 4.7 58 0 1.9 -6.5
XT iShares Exponential Technologies ETF 4.7 46 12 3.9 -4.5
TTAI FCF International Quality ETF 4.7 59 -1 7.4 -1.0
TOLL Tema Monopolies and Oligopolies ETF 4.7 75 -17 2.6 -5.8
DFIS Dimensional International Small Cap ETF 4.6 39 19 6.7 -1.7
FYLD Cambria Foreign Shareholder Yield ETF 4.5 59 -1 12.0 +3.6
ACWI iShares MSCI ACWI ETF 4.5 32 26 5.5 -2.9
PRNT 3D Printing ETF 4.4 66 -8 -4.1 -12.4
MOTO SmartETFs Smart Transportation & Technology ETF 4.4 68 -10 6.6 -1.8
BLES Inspire Global Hope ETF 4.4 61 -3 6.3 -2.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.4 9 49 5.7 -2.7
CARZ First Trust NASDAQ Global Auto Index Fund 4.4 70 -12 3.5 -4.9
HART IQ Healthy Hearts ETF 4.3 45 13 5.3 -3.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.3 20 38 5.6 -2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 4.3 80 -22 4.5 -3.9
AIVI WisdomTree International AI Enhanced Value Fund 4.2 58 0 8.0 -0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.2 12 46 5.1 -3.3
WLDR Affinity World Leaders Equity ETF 4.1 67 -9 8.5 +0.1
IMOM Alpha Architect International Quantitative Momentum ETF 4.1 49 9 7.3 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.0 25 33 6.1 -2.3
VT Vanguard Total World Stock ETF 4.0 7 51 5.8 -2.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.0 58 0 4.6 -3.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.8 70 -12 4.6 -3.8
EFNL iShares MSCI Finland ETF 3.8 56 2 8.0 -0.4
IVAL Alpha Architect International Quantitative Value ETF 3.7 49 9 5.8 -2.6
GDVD R3 Global Dividend Growth ETF 3.7 88 -30 5.8 -2.6
FNDC Schwab Fundamental International Small Co. Index ETF 3.7 39 19 6.9 -1.5
SCZ iShares MSCI EAFE Small-Cap ETF 3.7 40 18 0.0 -8.4
GBUY Goldman Sachs Future Consumer Equity ETF 3.6 75 -17 3.1 -5.3
IXJ iShares Global Healthcare ETF 3.6 42 16 6.1 -2.3
AIQ Global X Artificial Intelligence & Technology ETF 3.6 68 -10 4.2 -4.2
ISCF iShares International SmallCap Equity Factor ETF 3.5 23 35 8.8 +0.4
SCHY Schwab International Dividend Equity ETF 3.5 14 44 9.3 +0.9
TINT ProShares Smart Materials ETF 3.4 58 0 5.6 -2.7
KLDW Knowledge Leaders Developed World ETF 3.4 75 -17 4.9 -3.5
DIVS SmartETFs Dividend Builder ETF 3.4 65 -7 4.7 -3.7
JSTC Adasina Social Justice All Cap Global ETF 3.3 89 -31 4.8 -3.6
DISV Dimensional International Small Cap Value ETF 3.2 42 16 9.2 +0.8
IXP iShares Global Comm Services ETF 3.2 42 16 5.3 -3.1
DEW WisdomTree Global High Dividend Fund 3.2 58 0 9.1 +0.7
BECO BlackRock Future Climate and Sustainable Economy ETF 3.2 70 -12 13.7 +5.3
FDD First Trust Stoxx European Select Dividend Index Fund 3.2 58 0 12.9 +4.5
EWK iShares MSCI Belgium ETF 3.0 50 8 7.6 -0.7
IMFL Invesco International Developed Dynamic Multifactor ETF 3.0 34 24 10.6 +2.3
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -12 2.3 -6.1
SCHC Schwab International Small-Cap Equity ETF 2.9 11 47 6.4 -2.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.9 49 9 6.7 -1.7
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.9 79 -21 5.1 -3.2
GLOF iShares Global Equity Factor ETF 2.9 20 38 7.1 -1.3
FPXI First Trust International Equity Opportunities ETF 2.9 70 -12 3.6 -4.8
SNSR Global X Internet of Things ETF 2.8 68 -10 4.3 -4.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.8 47 11 5.9 -2.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 2.8 45 13 6.2 -2.1
INNO Harbor Disruptive Innovation ETF 2.8 75 -17 -3.5 -11.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.7 56 2 13.9 +5.5
GSFP Goldman Sachs Future Planet Equity ETF 2.7 75 -17 4.5 -3.8
MXI iShares Global Materials ETF 2.7 41 17 6.6 -1.7
NETZ TCW Transform Systems ETF 2.7 75 -17 3.4 -5.0
ROBO ROBO Global Robotics & Automation Index ETF 2.7 95 -37 2.8 -5.5
DINT Davis Select International ETF 2.6 55 3 4.7 -3.7
IDNA iShares Genomics Immunology and Healthcare ETF 2.6 47 11 -5.2 -13.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.5 68 -10 3.4 -5.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.4 7 51 6.5 -1.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.4 56 2 1.7 -6.7
CLOD Themes Cloud Computing ETF 2.4 35 23 3.7 -4.7
IDRV iShares Self-driving EV & Tech ETF 2.4 47 11 -0.5 -8.9
SYNB Putnam BioRevolution ETF 2.4 70 -12 2.9 -5.5
DTEC ALPS Disruptive Technologies ETF 2.3 50 8 3.3 -5.1
VERS ProShares Metaverse ETF 2.3 58 0 -8.3 -16.7
CGGR Capital Group Growth ETF 2.3 39 19 3.5 -4.9
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.3 55 3 3.6 -4.7
FID First Trust S&P International Dividend Aristocrats ETF 2.3 60 -2 9.8 +1.5
IXG iShares Global Financials ETF 2.2 42 16 6.8 -1.6
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -7 4.5 -3.9
IVEG iShares Emergent Food and AgTech Multisector ETF 2.2 47 11 8.3 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 43 7.9 -0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.2 65 -7 1.6 -6.8
BTEK Future Tech ETF 2.2 88 -30 2.1 -6.3
FPAG FPA Global Equity ETF 2.1 49 9 5.7 -2.7
SHPP Pacer Industrials and Logistics ETF 2.0 60 -2 8.9 +0.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.9 68 -10 5.3 -3.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.9 47 11 0.7 -7.7
GINN Goldman Sachs Innovate Equity ETF 1.9 52 6 2.7 -5.7
AVDV Avantis International Small Cap Value ETF 1.8 36 22 8.0 -0.4
OGIG ALPS O'Shares Global Internet Giants ETF 1.8 48 10 0.5 -7.9
CGUS Capital Group Core Equity ETF 1.8 33 25 4.7 -3.7
WDIV SPDR S&P Global Dividend ETF 1.8 40 18 10.2 +1.9
KNCT Invesco Next Gen Connectivity ETF 1.7 40 18 5.9 -2.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.6 72 -14 2.2 -6.2
JETS U.S. Global Jets ETF 1.6 60 -2 -15.6 -24.0
NXTG First Trust Indxx NextG ETF 1.5 70 -12 6.0 -2.4
HDRO Defiance Next Gen H2 ETF 1.5 30 28 -11.1 -19.5
HJEN Direxion Hydrogen ETF 1.5 45 13 -3.2 -11.6
TMFG Motley Fool Global Opportunities ETF 1.5 85 -27 3.3 -5.1
DLS WisdomTree International SmallCap Dividend Fund 1.5 58 0 8.8 +0.4
ROYA Tema Global Royalties ETF 1.4 75 -17 4.6 -3.8
MEM Matthews Emerging Markets Equity Active ETF 1.4 79 -21 5.7 -2.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 -3 -4.0 -12.4
GLIF AGF Global Infrastructure ETF 1.3 45 13 5.5 -2.9
MVPS Amplify Thematic All-Stars ETF 1.3 49 9 1.7 -6.7
QTUM Defiance Quantum ETF 1.3 40 18 3.9 -4.5
IQM Franklin Intelligent Machines ETF 1.3 50 8 3.1 -5.3
TRFK Pacer Data and Digital Revolution ETF 1.3 60 -2 4.0 -4.3
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 -12 9.1 +0.8
ACWV iShares MSCI Global Min Vol Factor ETF 1.2 20 38 6.7 -1.7
UFO Procure Space ETF 1.2 75 -17 -4.0 -12.4
ARKX ARK Space Exploration & Innovation ETF 1.1 75 -17 1.7 -6.7
IDAT iShares Future Cloud 5G and Tech ETF 1.0 47 11 4.5 -3.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.0 46 12 5.6 -2.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 1.0 80 -22 11.0 +2.6
MOO VanEck Agribusiness ETF 1.0 53 5 9.4 +1.0
DWX SPDR S&P International Dividend ETF 1.0 45 13 7.1 -1.3
HAP VanEck Natural Resources ETF 0.9 50 8 9.5 +1.1
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.8 75 -17 4.9 -3.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.8 68 -10 1.1 -7.2
VCLN Virtus Duff & Phelps Clean Energy ETF 0.8 59 -1 3.5 -4.9
PBD Invesco Global Clean Energy ETF 0.8 75 -17 -3.9 -12.3
AGNG Global X Aging Population ETF 0.7 50 8 4.1 -4.3
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 13 3.3 -5.0
WDNA WisdomTree BioRevolution Fund 0.7 45 13 -4.5 -12.9
CANC Tema Oncology ETF 0.7 75 -17 -4.4 -12.8
FDVV Fidelity High Dividend ETF 0.7 15 43 8.9 +0.6
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 0 10.9 +2.5
AWAY ETFMG Travel Tech ETF 0.6 76 -18 -4.1 -12.5
SUPL ProShares Supply Chain Logistics ETF 0.6 58 0 13.1 +4.7
CHAT Roundhill Generative AI & Technology ETF 0.6 75 -17 4.2 -4.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.5 75 -17 3.2 -5.2
IQRA IQ CBRE Real Assets ETF 0.5 65 -7 5.9 -2.5
FIXT Procure Disaster Recovery Strategy ETF 0.5 75 -17 5.7 -2.7
EIRL iShares MSCI Ireland ETF 0.5 50 8 5.8 -2.6
FAN First Trust Global Wind Energy ETF 0.4 60 -2 5.5 -2.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 19 11.0 +2.6
EWO iShares MSCI Austria ETF 0.4 50 8 12.5 +4.1
ISHP First Trust Nasdaq Retail ETF 0.4 60 -2 3.2 -5.2
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.4 18 40 7.9 -0.5
FDNI First Trust Dow Jones International Internet ETF 0.4 65 -7 2.8 -5.6
BUYZ Franklin Disruptive Commerce ETF 0.4 50 8 2.1 -6.3
DFNL Davis Select Financial ETF 0.4 63 -5 6.8 -1.6
DWLD Davis Select Worldwide ETF 0.4 63 -5 5.6 -2.8
SHLD Global X Defense Tech ETF 0.4 50 8 4.8 -3.5
SDG iShares MSCI Global Sustainable Development Goals ETF 0.3 49 9 5.8 -2.6
LNGG Roundhill Alerian LNG ETF 0.3 65 -7 8.5 +0.2
CGV Conductor Global Equity Value ETF 0.3 130 -72 11.3 +3.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.3 45 13 1.4 -7.0
ARVR First Trust Indxx Metaverse ETF 0.3 70 -12 2.5 -5.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 19 -3.5 -11.9
ETEC iShares Breakthrough Environmental Solutions ETF 0.3 47 11 5.3 -3.1
GWX SPDR S&P International Small Cap ETF 0.3 40 18 6.6 -1.8
PRAY FIS Christian Stock Fund 0.3 69 -11 5.9 -2.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -17 4.7 -3.7
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -4 3.7 -4.7
FMIL Fidelity New Millennium ETF 0.3 59 -1 4.3 -4.1
SDIV Global X Superdividend ETF 0.2 58 0 17.6 +9.2
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -2 3.8 -4.6
FMET Fidelity Metaverse ETF 0.2 39 19 4.4 -4.0
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -2 4.1 -4.3
IVRS iShares Future Metaverse Tech and Communications ETF 0.2 47 11 -5.3 -13.7
AHOY Newday Ocean Health ETF 0.2 75 -17 5.6 -2.8
BOTZ Global X Robotics & Artificial Intelligence ETF 0.2 69 -11 2.3 -6.1
CUT Invesco MSCI Global Timber ETF 0.2 61 -3 8.6 +0.2
CRUZ Defiance Hotel Airline and Cruise ETF 0.1 45 13 -4.9 -13.3
PIO Invesco Global Water ETF 0.1 75 -17 4.9 -3.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.1 47 11 5.2 -3.2
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -17 6.6 -1.8
IGF iShares Global Infrastructure ETF 0.1 41 17 5.0 -3.4
GII SPDR S&P Global Infrastructure ETF 0.1 40 18 5.0 -3.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.1 46 12 8.8 +0.4
VEGI iShares MSCI Agriculture Producers ETF 0.1 39 19 9.2 +0.8
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 18 7.1 -1.3
NIKL Sprott Nickel Miners ETF 0.1 75 -17 7.5 -0.9
SETM Sprott Energy Transition Materials ETF 0.1 65 -7 5.3 -3.1
REMX VanEck Rare Earth/Strategic Metals ETF 0.1 54 4 11.9 +3.5
DMAT Global X Disruptive Materials ETF 0.1 59 -1 9.9 +1.6
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.1 85 -27 8.1 -0.3
LIT Global X Lithium & Battery Tech ETF 0.1 75 -17 10.2 +1.8
ZSB USCF Sustainable Battery Metals Strategy Fund 0.1 61 -3 14.8 +6.4
BATT Amplify Lithium & Battery Technology ETF 0.1 59 -1 2.9 -5.5
ION ProShares S&P Global Core Battery Metals ETF 0.1 58 0 11.6 +3.2
SANE Subversive Mental Health ETF 0.0 75 -17 0.0 -8.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 25 7.2 -1.2
EATV VegTech Plant-based Innovation & Climate ETF 0.0 75 -17 1.0 -7.4
HYDR Global X Hydrogen ETF 0.0 50 8 -13.6 -21.9
TAN Invesco Solar ETF 0.0 67 -9 6.2 -2.2
ICLN iShares Global Clean Energy ETF 0.0 41 17 4.3 -4.1
FRNW Fidelity Clean Energy ETF 0.0 39 19 3.7 -4.7
BLLD JPMorgan Sustainable Infrastructure ETF 0.0 49 9 6.2 -2.2
SMOG VanEck Low Carbon Energy ETF 0.0 61 -3 3.0 -5.4
RNRG Global X Renewable Energy Producers ETF 0.0 66 -8 4.9 -3.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 51 7.5 -0.9

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%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 WisdomTree Europe Hedged Equity 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™


Calculation of ALTAR Score™
Avg. Return on Equity 13.1 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 8.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.46 CATEGORY
AVERAGE		 1.51
 
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.