WisdomTree Europe Hedged Equity Fund
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- Description
- Performance
- Comps
Fundamentals
Valuation
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. |
Category | International Equities |
Fund Sponsor | WisdomTree Investments Inc |
Website | www.wisdomtree.com |
Inception date | Dec 31, 2009 |
Assets (mns) | $1,705 |
Currency | USD |
Expense ratio | 58 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Bank of New York Mellon |
Weighting | Dividend |
Index replication | Optimized |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 133 |
Wgt avg mkt cap (mns) | $97,400 |
Large cap (>$10bn) | 86.6% |
Mid cap ($2-10bn) | 11.4% |
Small cap (<$2bn) | 1.7% |
Developed mkts | 99.4% |
Emerging mkts | 0.0% |
BANCO BILBAO VIZCAYA ARGENTA | 6.8 % |
DEUTSCHE TELEKOM AG | 5.5 % |
BANCO SANTANDER SA | 4.7 % |
LVMH MOET HENNESSY LOUIS VUI | 4.5 % |
SIEMENS AG-REG | 4.5 % |
SANOFI-AVENTIS | 4.2 % |
MUENCHENER RUECKVER AG-REG | 3.3 % |
SAP AG | 3.0 % |
L'OREAL | 2.6 % |
ASML HOLDING NV | 2.6 % | Total | 41.7 % |
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GERMANY | 26.8 % |
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FRANCE | 22.6 % |
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SPAIN | 17.8 % |
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NETHERLANDS | 13.8 % |
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ITALY | 4.7 % |
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FINLAND | 4.7 % |
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BELGIUM | 3.3 % |
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LUXEMBOURG | 1.0 % |
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SWITZERLAND | 0.7 % |
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AUSTRIA | 0.6 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
10.1% | 7.2% | 12.6% | 7.9% | 8.2% |
versus... | Beta | R-squared |
S&P500 | 1.03 | 22% |
MSCI EAFE | 1.09 | 26% |
MSCI Emg. Mkts. | 0.91 | 19% |
Recent close | $48.32 |
30d moving avg. | $49.27 |
Annualized volatility | 35.5% |
Short interest (ETF) | 0.4% |
Relative strength (RSI) | 49 |
Avg. volume (thou.) | 177 |
Turnover | 0.5% |
Bid/Ask (% of price) | 0.25% |
ADV underlying (mns) | $6,948 |
FINDING ALTERNATIVE FUNDS
Below is a list of 346 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™: | 6.8% |
Ticker | Fund Name |
Overlap1 vs HEDJ (%) |
Expense ratio (bp) |
Savings vs HEDJ (bp) |
ALTAR Score™ (%) |
ALTAR vs HEDJ (%) |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 44.4 | 45 | 13 | 7.2 | +0.4 |
EZU | iShares MSCI Eurozone ETF | 41.6 | 52 | 6 | 6.7 | -0.1 |
FEZ | SPDR EURO STOXX 50 ETF | 40.4 | 29 | 29 | 7.1 | +0.3 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 28.4 | 58 | 0 | 6.7 | -0.1 |
OEUR | ALPS O'Shares Europe Quality Dividend ETF | 27.0 | 48 | 10 | 5.9 | -0.9 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 26.7 | 46 | 12 | 7.0 | +0.2 |
BBEU | JPMorgan BetaBuilders Europe ETF | 26.5 | 9 | 49 | 7.2 | +0.4 |
IEV | iShares Europe ETF | 25.5 | 67 | -9 | 6.9 | +0.0 |
FLEE | Franklin FTSE Europe ETF | 24.8 | 9 | 49 | 7.3 | +0.5 |
EWG | iShares MSCI Germany ETF | 23.9 | 50 | 8 | 6.0 | -0.8 |
IEUR | iShares Core MSCI Europe ETF | 23.7 | 11 | 47 | 7.3 | +0.5 |
DAX | Global X DAX Germany ETF | 23.2 | 21 | 37 | 6.4 | -0.4 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 23.0 | 25 | 33 | 7.3 | +0.5 |
SPEU | SPDR Portfolio Europe ETF | 22.9 | 7 | 51 | 7.3 | +0.5 |
VGK | Vanguard FTSE Europe ETF | 22.5 | 6 | 52 | 7.4 | +0.6 |
EWQ | iShares MSCI France ETF | 22.3 | 53 | 5 | 7.1 | +0.3 |
EFG | iShares MSCI EAFE Growth ETF | 21.8 | 36 | 22 | 4.3 | -2.5 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 19.8 | 35 | 23 | 6.7 | -0.1 |
FLGR | Franklin FTSE Germany ETF | 19.5 | 9 | 49 | 6.7 | -0.1 |
CGXU | Capital Group International Focus Equity ETF | 19.4 | 54 | 4 | 5.7 | -1.1 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 19.4 | 24 | 34 | 7.1 | +0.3 |
CGIE | Capital Group International Equity ETF | 19.1 | 54 | 4 | 5.0 | -1.8 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 18.4 | 34 | 24 | 6.0 | -0.8 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 18.2 | 20 | 38 | 6.5 | -0.3 |
DTAN | Sparkline International Intangible Value ETF | 18.2 | 55 | 3 | 8.1 | +1.3 |
BKCI | BNY Mellon Concentrated International ETF | 18.0 | 80 | -22 | 5.0 | -1.9 |
FENI | Fidelity Enhanced International ETF | 17.9 | 28 | 30 | 6.7 | -0.1 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 17.9 | 36 | 22 | 6.9 | +0.1 |
IQSI | IQ Candriam International Equity ETF | 17.8 | 15 | 43 | 6.6 | -0.2 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 17.7 | 58 | 0 | 7.1 | +0.3 |
DOL | WisdomTree International LargeCap Dividend Fund | 17.6 | 48 | 10 | 7.4 | +0.6 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 17.5 | 42 | 16 | 7.0 | +0.2 |
STXI | Strive International Developed Markets ETF | 17.3 | 29 | 29 | 7.0 | +0.1 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 17.3 | 20 | 38 | 6.9 | +0.1 |
OSEA | Harbor International Compounders ETF | 17.2 | 55 | 3 | 4.6 | -2.2 |
EFA | iShares MSCI EAFE ETF | 17.1 | 35 | 23 | 6.9 | +0.1 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 17.1 | 12 | 46 | 5.5 | -1.3 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 16.8 | 20 | 38 | 7.2 | +0.4 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 16.8 | 20 | 38 | 7.0 | +0.2 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 16.3 | 65 | -7 | 6.3 | -0.5 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility In | 16.1 | 32 | 26 | 5.9 | -0.9 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 15.5 | 31 | 27 | 6.3 | -0.5 |
IEFA | iShares Core MSCI EAFE ETF | 15.2 | 7 | 51 | 7.2 | +0.3 |
UMMA | Wahed Dow Jones Islamic World ETF | 15.1 | 65 | -7 | 5.1 | -1.7 |
BKIE | BNY Mellon International Equity ETF | 15.0 | 4 | 54 | 7.1 | +0.3 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 14.9 | 14 | 44 | 6.3 | -0.5 |
PABD | iShares Paris-Aligned Climate MSCI World ex USA ETF | 14.7 | 12 | 46 | 6.1 | -0.7 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 14.6 | 20 | 38 | 6.6 | -0.2 |
EWP | iShares MSCI Spain ETF | 14.5 | 50 | 8 | 7.3 | +0.5 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 14.5 | 40 | 18 | 7.6 | +0.8 |
DWM | WisdomTree International Equity Fund | 14.1 | 48 | 10 | 7.5 | +0.7 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 13.7 | 30 | 28 | 7.0 | +0.2 |
QINT | American Century Quality Diversified International ETF | 13.6 | 39 | 19 | 7.4 | +0.6 |
SCHF | Schwab International Equity ETF | 13.5 | 6 | 52 | 7.4 | +0.6 |
IDEV | iShares Core MSCI International Developed Markets ETF | 13.5 | 4 | 54 | 7.2 | +0.4 |
EWN | iShares MSCI Netherlands ETF | 13.5 | 50 | 8 | 5.4 | -1.4 |
IQLT | iShares MSCI Intl Quality Factor ETF | 13.4 | 30 | 28 | 6.2 | -0.6 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 13.4 | 25 | 33 | 7.1 | +0.3 |
JHMD | John Hancock Multifactor Developed International ETF | 13.3 | 39 | 19 | 7.6 | +0.8 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 13.2 | 30 | 28 | 5.4 | -1.4 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 12.9 | 9 | 49 | 8.1 | +1.3 |
JIG | JPMorgan International Growth ETF | 12.9 | 55 | 3 | 4.7 | -2.1 |
FGM | First Trust Germany AlphaDEX Fund | 12.6 | 80 | -22 | 6.2 | -0.6 |
IDHQ | Invesco S&P International Developed High Quality ETF | 12.5 | 29 | 29 | 6.6 | -0.2 |
DFSI | Dimensional International Sustainability Core 1 ETF | 12.4 | 24 | 34 | 6.4 | -0.4 |
CIL | VictoryShares International Volatility Wtd ETF | 12.4 | 45 | 13 | 6.6 | -0.2 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 12.4 | 3 | 55 | 7.2 | +0.4 |
VEA | Vanguard FTSE Developed Markets ETF | 12.2 | 3 | 55 | 7.3 | +0.5 |
EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | 12.1 | 58 | 0 | 9.0 | +2.2 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 12.1 | 55 | 3 | 5.8 | -1.0 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 12.0 | 83 | -25 | 10.4 | +3.6 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 12.0 | 80 | -22 | 9.1 | +2.3 |
INTF | iShares International Equity Factor ETF | 12.0 | 15 | 43 | 7.8 | +1.0 |
EUFN | iShares MSCI Europe Financials ETF | 11.9 | 51 | 7 | 8.4 | +1.6 |
DFAI | Dimensional International Core Equity Market ETF | 11.7 | 18 | 40 | 7.3 | +0.4 |
IVLU | iShares MSCI Intl Value Factor ETF | 11.6 | 30 | 28 | 10.7 | +3.9 |
JGLO | JPMorgan Global Select Equity ETF | 11.6 | 33 | 25 | 4.9 | -1.9 |
IDMO | Invesco S&P International Developed Momentum ETF | 11.5 | 25 | 33 | 5.4 | -1.4 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 11.2 | 41 | 17 | 7.8 | +1.0 |
CWI | SPDR MSCI ACWI ex-US ETF | 10.8 | 30 | 28 | 7.7 | +0.9 |
LUX | Tema Luxury ETF | 10.8 | 75 | -17 | 4.3 | -2.6 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 10.8 | 34 | 24 | 7.8 | +1.0 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 10.7 | 22 | 36 | 5.7 | -1.1 |
DIHP | Dimensional International High Profitability ETF | 10.6 | 29 | 29 | 7.2 | +0.4 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 10.6 | 18 | 40 | 7.6 | +0.7 |
FIVA | Fidelity International Value Factor ETF | 10.6 | 18 | 40 | 10.2 | +3.4 |
FICS | First Trust International Developed Capital Strength ETF | 10.4 | 70 | -12 | 6.2 | -0.6 |
CGGO | Capital Group Global Growth Equity ETF | 10.4 | 47 | 11 | 4.7 | -2.1 |
EFV | iShares MSCI EAFE Value ETF | 10.3 | 34 | 24 | 9.3 | +2.5 |
JHID | John Hancock International High Dividend ETF | 10.2 | 46 | 12 | 9.9 | +3.0 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 10.1 | 39 | 19 | 8.2 | +1.4 |
INEQ | Columbia International Equity Income ETF | 10.0 | 45 | 13 | 8.3 | +1.4 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 9.8 | 39 | 19 | 6.7 | -0.1 |
EAFG | Pacer Developed Markets Cash Cows Growth Leaders ETF | 9.8 | 65 | -7 | 3.6 | -3.2 |
IGRO | iShares International Dividend Growth ETF | 9.8 | 15 | 43 | 7.2 | +0.3 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 9.7 | 45 | 13 | 8.9 | +2.1 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 9.6 | 4 | 54 | 8.2 | +1.4 |
IXUS | iShares Core MSCI Total International Stock ETF | 9.6 | 7 | 51 | 8.0 | +1.2 |
VIGI | Vanguard International Dividend Appreciation ETF | 9.3 | 10 | 48 | 6.1 | -0.7 |
DFIC | Dimensional International Core Equity 2 ETF | 9.2 | 23 | 35 | 7.6 | +0.8 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 9.2 | 25 | 33 | 9.6 | +2.7 |
FEP | First Trust Europe AlphaDEX Fund | 9.1 | 80 | -22 | 9.3 | +2.5 |
VXUS | Vanguard Total International Stock ETF | 9.0 | 5 | 53 | 8.0 | +1.2 |
DWMF | WisdomTree International Multifactor Fund | 8.8 | 38 | 20 | 7.0 | +0.2 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 8.7 | 80 | -22 | 4.9 | -2.0 |
AVDE | Avantis International Equity ETF | 8.5 | 23 | 35 | 7.6 | +0.8 |
AVSD | Avantis Responsible International Equity ETF | 8.5 | 23 | 35 | 5.7 | -1.2 |
TPIF | Timothy Plan International ETF | 8.5 | 62 | -4 | 6.2 | -0.6 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 8.4 | 50 | 8 | 5.8 | -1.0 |
EXI | iShares Global Industrials ETF | 8.1 | 42 | 16 | 4.5 | -2.3 |
KXI | iShares Global Consumer Staples ETF | 8.1 | 41 | 17 | 5.5 | -1.3 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 8.0 | 9 | 49 | 9.2 | +2.4 |
AVIV | Avantis International Large Cap Value ETF | 8.0 | 25 | 33 | 8.9 | +2.1 |
VSGX | Vanguard ESG International Stock ETF | 8.0 | 10 | 48 | 7.9 | +1.1 |
FDEV | Fidelity International Multifactor ETF | 8.0 | 18 | 40 | 7.4 | +0.6 |
DFIV | Dimensional International Value ETF | 8.0 | 27 | 31 | 10.0 | +3.2 |
DXIV | Dimensional International Vector Equity ETF | 7.8 | 34 | 24 | 8.0 | +1.2 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 7.7 | 65 | -7 | 11.5 | +4.7 |
WWJD | Inspire International ETF | 7.5 | 80 | -22 | 7.2 | +0.4 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 7.5 | 42 | 16 | 6.6 | -0.2 |
DIM | WisdomTree International MidCap Dividend Fund | 7.4 | 58 | 0 | 7.6 | +0.8 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 7.4 | 29 | 29 | 7.9 | +1.1 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 7.3 | 42 | 16 | 5.4 | -1.4 |
FDTX | Fidelity Disruptive Technology ETF | 7.2 | 50 | 8 | 2.6 | -4.2 |
OCEN | IQ Clean Oceans ETF | 7.2 | 45 | 13 | 6.2 | -0.6 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 7.2 | 24 | 34 | 7.5 | +0.7 |
PPIE | Putnam PanAgora ESG International Equity ETF | 7.0 | 49 | 9 | 7.4 | +0.6 |
WRND | IQ Global Equity R&D Leaders ETF | 6.8 | 18 | 40 | 8.4 | +1.6 |
UIVM | VictoryShares International Value Momentum ETF | 6.7 | 35 | 23 | 9.0 | +2.2 |
RCGE | RockCreek Global Equality ETF | 6.7 | 95 | -37 | 6.3 | -0.5 |
CLNR | IQ Cleaner Transport ETF | 6.6 | 45 | 13 | 6.6 | -0.3 |
CGDG | Capital Group Dividend Growers ETF | 6.5 | 47 | 11 | 6.2 | -0.6 |
KOCG | FIS Knights of Columbus Global Belief ETF | 6.5 | 75 | -17 | 5.1 | -1.8 |
PCGG | Polen Capital Global Growth ETF | 6.3 | 85 | -27 | 3.7 | -3.1 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 6.2 | 30 | 28 | 8.1 | +1.3 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 6.2 | 80 | -22 | 5.5 | -1.3 |
BINV | Brandes International ETF | 6.1 | 70 | -12 | 9.6 | +2.7 |
MOTI | VanEck Morningstar International Moat ETF | 5.9 | 58 | 0 | 11.0 | +4.2 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 5.9 | 37 | 21 | 8.5 | +1.7 |
VYMI | Vanguard International High Dividend Yield ETF | 5.9 | 17 | 41 | 9.8 | +3.0 |
DGT | SPDR Global Dow ETF | 5.8 | 50 | 8 | 7.2 | +0.4 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 5.8 | 52 | 6 | 6.7 | -0.1 |
PRNT | 3D Printing ETF | 5.7 | 66 | -8 | 1.3 | -5.5 |
HART | IQ Healthy Hearts ETF | 5.7 | 45 | 13 | 6.6 | -0.2 |
FINE | Themes European Luxury ETF | 5.6 | 35 | 23 | 3.3 | -3.5 |
FEOE | First Eagle Overseas Equity ETF | 5.6 | 79 | -21 | 8.2 | +1.4 |
IOO | iShares Global 100 ETF | 5.5 | 41 | 17 | 5.0 | -1.8 |
TTAI | FCF International Quality ETF | 5.5 | 59 | -1 | 7.0 | +0.2 |
OAIM | OneAscent International Equity ETF | 5.4 | 95 | -37 | 5.6 | -1.2 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 5.4 | 83 | -25 | 9.7 | +2.9 |
EFNL | iShares MSCI Finland ETF | 5.3 | 56 | 2 | 7.1 | +0.3 |
DTH | WisdomTree International High Dividend Fund | 5.3 | 58 | 0 | 8.9 | +2.1 |
MOTO | SmartETFs Smart Transportation & Technology ETF | 5.3 | 68 | -10 | 7.2 | +0.4 |
IDOG | ALPS International Sector Dividend Dogs ETF | 5.2 | 50 | 8 | 12.2 | +5.4 |
RXI | iShares Global Consumer Discretionary ETF | 5.1 | 41 | 17 | 9.1 | +2.3 |
IEUS | iShares MSCI Europe Small-Cap ETF | 5.1 | 42 | 16 | 7.2 | +0.4 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 5.0 | 65 | -7 | 7.4 | +0.6 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 5.0 | 25 | 33 | 6.5 | -0.3 |
DFIS | Dimensional International Small Cap ETF | 4.9 | 39 | 19 | 7.4 | +0.6 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 4.8 | 9 | 49 | 5.3 | -1.5 |
DSTX | Distillate International Fundamental Stability & Value ETF | 4.8 | 55 | 3 | 8.1 | +1.3 |
MXI | iShares Global Materials ETF | 4.8 | 41 | 17 | 7.8 | +1.0 |
VIDI | Vident International Equity Strategy ETF | 4.8 | 61 | -3 | 11.4 | +4.6 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 4.7 | 47 | 11 | 8.5 | +1.7 |
VWID | Virtus WMC International Dividend ETF | 4.7 | 49 | 9 | 8.8 | +2.0 |
FOWF | Pacer Solactive Whitney Fututre of Warfare ETF | 4.7 | 60 | -2 | 3.6 | -3.2 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 4.7 | 80 | -22 | 10.0 | +3.2 |
AIVI | WisdomTree International AI Enhanced Value Fund | 4.7 | 58 | 0 | 7.4 | +0.6 |
IPKW | Invesco International BuyBack Achievers ETF | 4.7 | 55 | 3 | 13.6 | +6.8 |
TEMP | JPMorgan Climate Change Solutions ETF | 4.6 | 49 | 9 | 5.7 | -1.1 |
KNO | AXS Knowledge Leaders ETF | 4.6 | 78 | -20 | 6.0 | -0.8 |
BLES | Inspire Global Hope ETF | 4.6 | 61 | -3 | 6.8 | -0.1 |
TOK | iShares MSCI Kokusai ETF | 4.5 | 26 | 32 | 5.2 | -1.7 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 4.5 | 70 | -12 | 4.7 | -2.1 |
IBAT | iShares Energy Storage & Materials ETF | 4.5 | 47 | 11 | 5.4 | -1.5 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 4.5 | 47 | 11 | 5.8 | -1.1 |
RGEF | Rockefeller Global Equity ETF | 4.5 | 55 | 3 | 4.9 | -1.9 |
KLMT | Invesco MSCI Global Climate 500 ETF | 4.4 | 10 | 48 | 5.9 | -0.9 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 4.4 | 25 | 33 | 6.0 | -0.9 |
CZAR | Themes Natural Monopoly ETF | 4.4 | 35 | 23 | 5.4 | -1.4 |
URTH | iShares MSCI World ETF | 4.3 | 24 | 34 | 5.2 | -1.6 |
RODE | Hartford Multifactor Diversified International ETF | 4.3 | 29 | 29 | 12.7 | +5.9 |
IXN | iShares Global Tech ETF | 4.1 | 41 | 17 | 3.9 | -2.9 |
QWLD | SPDR MSCI World StrategicFactors ETF | 4.1 | 30 | 28 | 6.1 | -0.7 |
IQDF | FlexShares International Quality Dividend Index Fund | 4.1 | 47 | 11 | 9.3 | +2.5 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 4.0 | 65 | -7 | 2.2 | -4.6 |
NETZ | TCW Transform Systems ETF | 4.0 | 75 | -17 | 2.6 | -4.2 |
IDNA | iShares Genomics Immunology and Healthcare ETF | 3.9 | 47 | 11 | -2.2 | -9.0 |
DISV | Dimensional International Small Cap Value ETF | 3.9 | 42 | 16 | 9.5 | +2.7 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 3.9 | 49 | 9 | 3.2 | -3.6 |
ACWI | iShares MSCI ACWI ETF | 3.8 | 32 | 26 | 5.7 | -1.2 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 3.8 | 58 | 0 | 4.7 | -2.1 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 3.8 | 12 | 46 | 5.2 | -1.6 |
FBOT | Fidelity Disruptive Automation ETF | 3.7 | 50 | 8 | 3.7 | -3.1 |
SCHY | Schwab International Dividend Equity ETF | 3.7 | 14 | 44 | 9.6 | +2.8 |
EWK | iShares MSCI Belgium ETF | 3.7 | 50 | 8 | 4.5 | -2.3 |
FEGE | First Eagle Global Equity ETF | 3.6 | 79 | -21 | 7.0 | +0.2 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 3.6 | 9 | 49 | 5.9 | -0.9 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 3.6 | 20 | 38 | 5.8 | -1.0 |
IPAV | Global X Infrastructure Development ex-U.S. ETF | 3.6 | 55 | 3 | 7.5 | +0.7 |
IXP | iShares Global Comm Services ETF | 3.5 | 42 | 16 | 5.6 | -1.2 |
IXJ | iShares Global Healthcare ETF | 3.4 | 42 | 16 | 7.2 | +0.4 |
VT | Vanguard Total World Stock ETF | 3.3 | 6 | 52 | 6.0 | -0.8 |
DWX | SPDR S&P International Dividend ETF | 3.3 | 45 | 13 | 6.2 | -0.7 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 3.2 | 45 | 13 | 4.5 | -2.3 |
CLOD | Themes Cloud Computing ETF | 3.2 | 35 | 23 | 3.0 | -3.8 |
DIVS | SmartETFs Dividend Builder ETF | 3.2 | 65 | -7 | 4.9 | -1.9 |
GCOW | Pacer Global Cash Cows Dividend ETF | 3.2 | 60 | -2 | 10.9 | +4.1 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 3.2 | 70 | -12 | 5.2 | -1.6 |
COPY | Tweedy, Browne Insider + Value ETF | 3.2 | 80 | -22 | 11.7 | +4.9 |
AGQI | First Trust Active Global Quality Income ETF | 3.1 | 85 | -27 | 5.3 | -1.6 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 3.1 | 39 | 19 | 5.9 | -1.0 |
EWI | iShares MSCI Italy ETF | 3.1 | 50 | 8 | 10.1 | +3.3 |
GSFP | Goldman Sachs Future Planet Equity ETF | 3.1 | 75 | -17 | 4.6 | -2.2 |
ROBO | ROBO Global Robotics & Automation Index ETF | 3.1 | 95 | -37 | 3.5 | -3.3 |
JSTC | Adasina Social Justice All Cap Global ETF | 3.1 | 89 | -31 | 4.8 | -2.0 |
XT | iShares Exponential Technologies ETF | 3.1 | 46 | 12 | 4.8 | -2.0 |
SHPP | Pacer Industrials and Logistics ETF | 3.0 | 60 | -2 | 8.4 | +1.6 |
ISCF | iShares International SmallCap Equity Factor ETF | 2.9 | 23 | 35 | 8.4 | +1.5 |
AIQ | Global X Artificial Intelligence & Technology ETF | 2.9 | 68 | -10 | 3.8 | -3.0 |
FIDI | Fidelity International High Dividend ETF | 2.7 | 18 | 40 | 9.0 | +2.2 |
FPAG | FPA Global Equity ETF | 2.7 | 49 | 9 | 5.8 | -1.1 |
BWEB | Bitwise Web3 ETF | 2.6 | 85 | -27 | 0.0 | -6.8 |
TINY | ProShares Nanotechnology ETF | 2.6 | 58 | 0 | 4.1 | -2.7 |
LOUP | Innovator Deepwater Frontier Tech ETF | 2.6 | 70 | -12 | 1.1 | -5.7 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 2.5 | 40 | 18 | 7.0 | +0.2 |
IXG | iShares Global Financials ETF | 2.5 | 42 | 16 | 6.8 | -0.1 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 2.5 | 80 | -22 | 4.5 | -2.3 |
DTEC | ALPS Disruptive Technologies ETF | 2.5 | 50 | 8 | 3.8 | -3.1 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 2.5 | 61 | -3 | 1.5 | -5.4 |
IVES | Wedbush ETFMG Global Cloud Technology ETF | 2.5 | 68 | -10 | 15.6 | +8.8 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 2.4 | 49 | 9 | 6.9 | +0.1 |
OGIG | ALPS O'Shares Global Internet Giants ETF | 2.3 | 48 | 10 | 1.6 | -5.2 |
SCHC | Schwab International Small-Cap Equity ETF | 2.3 | 11 | 47 | 6.8 | -0.1 |
AVDV | Avantis International Small Cap Value ETF | 2.3 | 36 | 22 | 10.1 | +3.3 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 2.3 | 75 | -17 | 7.7 | +0.9 |
SOLR | Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund | 2.2 | 79 | -21 | 5.1 | -1.7 |
SNSR | Global X Internet of Things ETF | 2.2 | 68 | -10 | 4.4 | -2.4 |
AVDS | Avantis International Small Cap Equity ETF | 2.1 | 30 | 28 | 7.6 | +0.8 |
AIVC | Amplify Bloomberg AI Value Chain ETF | 2.1 | 59 | -1 | 6.0 | -0.8 |
VOLT | Tema Electrification ETF | 2.1 | 75 | -17 | 2.8 | -4.0 |
DLS | WisdomTree International SmallCap Dividend Fund | 2.1 | 58 | 0 | 8.4 | +1.6 |
TEKX | SPDR Galaxy Transformative Tech Accelerators ETF | 2.1 | 65 | -7 | -1.3 | -8.1 |
KNCT | Invesco Next Gen Connectivity ETF | 2.0 | 40 | 18 | 4.9 | -1.9 |
NBCC | Neuberger Berman Next Generation Connected Consumer ETF | 2.0 | 56 | 2 | 2.5 | -4.3 |
TMFG | Motley Fool Global Opportunities ETF | 1.9 | 85 | -27 | 3.9 | -2.9 |
GLOF | iShares Global Equity Factor ETF | 1.9 | 20 | 38 | 6.7 | -0.1 |
NATO | Themes Transatlantic Defense ETF | 1.9 | 35 | 23 | 2.4 | -4.5 |
RSHO | Tema American Reshoring ETF | 1.9 | 75 | -17 | 4.8 | -2.0 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 1.9 | 58 | 0 | 8.1 | +1.3 |
BOTT | Themes Robotics & Automation ETF | 1.8 | 35 | 23 | 4.7 | -2.1 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 1.8 | 20 | 38 | 5.9 | -0.9 |
DEW | WisdomTree Global High Dividend Fund | 1.8 | 58 | 0 | 8.7 | +1.9 |
BULD | Pacer BlueStar Engineering the Future ETF | 1.8 | 60 | -2 | 1.4 | -5.4 |
IBOT | Vaneck Robotics ETF | 1.7 | 47 | 11 | 4.1 | -2.7 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 1.7 | 8 | 50 | 6.8 | +0.0 |
GINN | Goldman Sachs Innovate Equity ETF | 1.5 | 52 | 6 | 3.7 | -3.1 |
MNTL | Tema Neuroscience and Mental Health ETF | 1.5 | 75 | -17 | -0.9 | -7.7 |
CGGR | Capital Group Growth ETF | 1.5 | 39 | 19 | 3.3 | -3.6 |
IVAL | Alpha Architect International Quantitative Value ETF | 1.4 | 49 | 9 | 10.6 | +3.7 |
SAGP | Strategas Global Policy Opportunities ETF | 1.4 | 65 | -7 | 5.2 | -1.6 |
FPXI | First Trust International Equity Opportunities ETF | 1.3 | 70 | -12 | 3.5 | -3.4 |
IVEG | iShares Emergent Food and AgTech Multisector ETF | 1.3 | 47 | 11 | 8.8 | +2.0 |
CCNR | ALPS CoreCommodity Natural Resources ETF | 1.3 | 39 | 19 | 11.4 | +4.6 |
HTEC | ROBO Global Healthcare Technology and Innovation ETF | 1.3 | 68 | -10 | 2.2 | -4.6 |
FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 1.2 | 80 | -22 | 11.2 | +4.4 |
BGRO | iShares Large Cap Growth Active ETF | 1.2 | 55 | 3 | 3.1 | -3.7 |
SUPL | ProShares Supply Chain Logistics ETF | 1.2 | 58 | 0 | 11.3 | +4.5 |
AWAY | ETFMG Travel Tech ETF | 1.2 | 76 | -18 | 0.0 | -6.8 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 1.2 | 40 | 18 | 10.9 | +4.1 |
WLDR | Affinity World Leaders Equity ETF | 1.1 | 67 | -9 | 7.7 | +0.9 |
ANEW | ProShares MSCI Transformational Changes ETF | 1.1 | 45 | 13 | 6.0 | -0.8 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 1.1 | 56 | 2 | 11.0 | +4.2 |
GLBL | Pacer MSCI World Industry Advantage ETF | 1.1 | 65 | -7 | 4.2 | -2.6 |
MDEV | First Trust Indxx Medical Devices ETF | 1.1 | 70 | -12 | 4.3 | -2.5 |
KEMQ | KraneShares Emerging Markets Consumer Technology Index ETF | 1.0 | 60 | -2 | 10.3 | +3.5 |
IDAT | iShares Future Cloud 5G and Tech ETF | 1.0 | 47 | 11 | 4.7 | -2.1 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 1.0 | 46 | 12 | 5.6 | -1.2 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 1.0 | 57 | 1 | 8.4 | +1.6 |
FDHT | Fidelity Digital Health ETF | 1.0 | 39 | 19 | 0.9 | -6.0 |
NXTG | First Trust Indxx NextG ETF | 1.0 | 70 | -12 | 5.3 | -1.6 |
JETS | U.S. Global Jets ETF | 1.0 | 60 | -2 | 2.8 | -4.0 |
CGV | Conductor Global Equity Value ETF | 1.0 | 130 | -72 | 8.7 | +1.9 |
CGUS | Capital Group Core Equity ETF | 1.0 | 33 | 25 | 4.4 | -2.5 |
CGDV | Capital Group Dividend Value ETF | 1.0 | 33 | 25 | 4.6 | -2.3 |
TINT | ProShares Smart Materials ETF | 1.0 | 58 | 0 | 7.3 | +0.4 |
PBD | Invesco Global Clean Energy ETF | 0.9 | 75 | -17 | 0.6 | -6.3 |
RW | Rainwater Equity ETF | 0.9 | 125 | -67 | 2.7 | -4.2 |
SHLD | Global X Defense Tech ETF | 0.9 | 50 | 8 | 3.5 | -3.3 |
TRFK | Pacer Data and Digital Revolution ETF | 0.9 | 60 | -2 | 3.2 | -3.6 |
HGRO | Hedgeye Quality Growth ETF | 0.9 | 70 | -12 | 3.3 | -3.5 |
LOGO | Alpha Brands Consumption Leaders ETF | 0.8 | 69 | -11 | 6.2 | -0.6 |
GK | AdvisorShares Gerber Kawasaki ETF | 0.8 | 75 | -17 | 2.5 | -4.3 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 0.8 | 49 | 9 | 6.1 | -0.7 |
IQRA | IQ CBRE Real Assets ETF | 0.8 | 65 | -7 | 5.8 | -1.1 |
TOLL | Tema Monopolies and Oligopolies ETF | 0.8 | 75 | -17 | 3.9 | -2.9 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 0.8 | 59 | -1 | 5.5 | -1.3 |
FTAG | First Trust Indxx Global Agriculture ETF | 0.8 | 70 | -12 | 8.2 | +1.4 |
WDNA | WisdomTree BioRevolution Fund | 0.8 | 45 | 13 | -1.3 | -8.1 |
EWO | iShares MSCI Austria ETF | 0.6 | 50 | 8 | 11.2 | +4.4 |
GVAL | Cambria Global Value ETF | 0.6 | 68 | -10 | 11.0 | +4.2 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.6 | 33 | 25 | 10.1 | +3.3 |
IQM | Franklin Intelligent Machines ETF | 0.6 | 50 | 8 | 2.2 | -4.7 |
FAN | First Trust Global Wind Energy ETF | 0.6 | 60 | -2 | 4.5 | -2.3 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.6 | 60 | -2 | 8.1 | +1.3 |
WDIV | SPDR S&P Global Dividend ETF | 0.6 | 40 | 18 | 9.5 | +2.7 |
CUT | Invesco MSCI Global Timber ETF | 0.6 | 61 | -3 | 10.0 | +3.1 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 0.6 | 38 | 20 | 4.6 | -2.2 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 0.5 | 49 | 9 | 6.2 | -0.6 |
BMED | Future Health ETF | 0.5 | 85 | -27 | 0.5 | -6.3 |
FMED | Fidelity Disruptive Medicine ETF | 0.5 | 50 | 8 | -1.1 | -8.0 |
AGNG | Global X Aging Population ETF | 0.5 | 50 | 8 | 4.9 | -1.9 |
EIRL | iShares MSCI Ireland ETF | 0.5 | 50 | 8 | 8.7 | +1.9 |
IDRV | iShares Self-driving EV & Tech ETF | 0.5 | 47 | 11 | 1.6 | -5.2 |
IDV | iShares International Select Dividend ETF | 0.4 | 51 | 7 | 11.1 | +4.3 |
CGW | Invesco S&P Global Water Index ETF | 0.4 | 57 | 1 | 4.6 | -2.2 |
ETEC | iShares Breakthrough Environmental Solutions ETF | 0.4 | 47 | 11 | 3.5 | -3.4 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.4 | 39 | 19 | 13.6 | +6.7 |
PRAY | FIS Christian Stock Fund | 0.4 | 69 | -11 | 5.0 | -1.8 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 0.3 | 75 | -17 | 3.1 | -3.7 |
QTUM | Defiance Quantum ETF | 0.3 | 40 | 18 | 5.4 | -1.4 |
FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 0.3 | 39 | 19 | -0.9 | -7.7 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 0.3 | 68 | -10 | 2.4 | -4.4 |
IXC | iShares Global Energy ETF | 0.3 | 44 | 14 | 10.4 | +3.6 |
GWX | SPDR S&P International Small Cap ETF | 0.3 | 40 | 18 | 6.3 | -0.5 |
UFO | Procure Space ETF | 0.3 | 75 | -17 | -1.8 | -8.6 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 0.3 | 58 | 0 | 11.7 | +4.9 |
FMET | Fidelity Metaverse ETF | 0.3 | 39 | 19 | 4.8 | -2.0 |
ARKX | ARK Space Exploration & Innovation ETF | 0.3 | 75 | -17 | -0.2 | -7.0 |
GGME | Invesco Next Gen Media and Gaming ETF | 0.3 | 60 | -2 | 4.3 | -2.6 |
IGPT | Invesco AI and Next Gen Software ETF | 0.3 | 60 | -2 | 4.2 | -2.6 |
ARTY | iShares Future AI & Tech ETF | 0.3 | 47 | 11 | 3.3 | -3.5 |
IVRS | iShares Future Metaverse Tech and Communications ETF | 0.3 | 47 | 11 | 2.7 | -4.1 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.3 | 62 | -4 | 3.6 | -3.2 |
PIO | Invesco Global Water ETF | 0.3 | 75 | -17 | 4.7 | -2.1 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 0.3 | 47 | 11 | 5.2 | -1.6 |
AIS | VistaShares Artificial Intelligence Supercycle ETF | 0.2 | 75 | -17 | 3.6 | -3.2 |
RVRB | Reverb ETF | 0.2 | 30 | 28 | 4.7 | -2.2 |
SYNB | Putnam BioRevolution ETF | 0.1 | 70 | -12 | 3.0 | -3.8 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.1 | 21 | 37 | 3.8 | -3.0 |
FRNW | Fidelity Clean Energy ETF | 0.0 | 39 | 19 | 4.0 | -2.8 |
IGF | iShares Global Infrastructure ETF | 0.0 | 41 | 17 | 4.8 | -2.1 |
GII | SPDR S&P Global Infrastructure ETF | 0.0 | 40 | 18 | 4.7 | -2.1 |
FYLD | Cambria Foreign Shareholder Yield ETF | 0.0 | 59 | -1 | 11.9 | +5.1 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 0.0 | 68 | -10 | 5.4 | -1.4 |
HYDR | Global X Hydrogen ETF | 0.0 | 50 | 8 | -5.2 | -12.0 |
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 ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
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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: |
WisdomTree Europe Hedged Equity Fund | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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