WisdomTree Europe Hedged Equity Fund
ALTAR
Score™		 5.6% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 16.4x P/Sales
ratio		 1.5x
P/BV
ratio		 2.3x Div.
yield		 2.5%


  • 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) $1,848
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 135
Wgt avg mkt cap (mns) $115,404
Large cap (>$10bn) 86.6%
Mid cap ($2-10bn) 11.4%
Small cap (<$2bn) 1.7%
Developed mkts 99.4%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BANCO BILBAO VIZCAYA ARGENTA 6.2 %
LVMH MOET HENNESSY LOUIS VUI 5.7 %
BANCO SANTANDER SA 4.8 %
ASML HOLDING NV 4.4 %
SANOFI-AVENTIS 4.2 %
DEUTSCHE TELEKOM AG 4.0 %
SIEMENS AG-REG 3.8 %
L'OREAL 3.2 %
BAYERISCHE MOTOREN WERKE AG 2.8 %
SAP AG 2.5 %
Total 41.5 %

TOP COUNTRY EXPOSURE
GERMANY 23.6 %
FRANCE 23.5 %
SPAIN 17.9 %
NETHERLANDS 15.2 %
ITALY 5.2 %
FINLAND 4.5 %
BELGIUM 4.2 %
LUXEMBOURG 1.1 %
AUSTRIA 0.7 %
IRELAND 0.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
21.4% 21.4% 12.5% 9.7% 8.6%

Market Correlations
versus... Beta R-squared
S&P500 0.76 64%
MSCI EAFE 0.96 73%
MSCI Emg. Mkts. 0.71 47%

Technical Indicators
Recent close $54.70
30d moving avg. $53.28
Annualized volatility 34.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 37
Turnover 0.1%
Bid/Ask (% of price) 0.36%
ADV underlying (mns) $6,948

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 361 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™: 5.6%


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
(%)
EZU iShares MSCI Eurozone ETF 41.5 52 6 5.7 +0.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 41.2 45 13 6.0 +0.4
FEZ SPDR EURO STOXX 50 ETF 39.6 29 29 5.6 -0.0
EUDG WisdomTree Europe Quality Dividend Growth Fund 30.1 58 0 5.8 +0.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 28.6 58 0 5.9 +0.3
IQDG WisdomTree International Quality Dividend Growth Fund 28.6 42 16 6.0 +0.3
BBEU JPMorgan BetaBuilders Europe ETF 26.4 9 49 6.2 +0.6
JIVE JPMorgan International Value ETF 25.8 55 3 9.4 +3.8
IEV iShares Europe ETF 25.6 67 -9 5.8 +0.1
FLEE Franklin FTSE Europe ETF 25.6 9 49 6.3 +0.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 25.5 46 12 5.9 +0.3
IEUR iShares Core MSCI Europe ETF 23.9 11 47 6.3 +0.7
OEFA ALPS O’Shares International Developed Quality Dividend ETF 23.8 48 10 4.6 -1.0
EWQ iShares MSCI France ETF 23.2 53 5 6.2 +0.6
SPEU SPDR Portfolio Europe ETF 23.0 7 51 6.3 +0.7
VGK Vanguard FTSE Europe ETF 22.9 6 52 6.4 +0.8
EFG iShares MSCI EAFE Growth ETF 22.7 36 22 3.6 -2.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 21.5 25 33 6.4 +0.8
DAX Global X DAX Germany ETF 20.8 21 37 6.3 +0.7
FLGR Franklin FTSE Germany ETF 20.8 9 49 6.5 +0.9
EWG iShares MSCI Germany ETF 20.7 50 8 5.9 +0.3
CGIE Capital Group International Equity ETF 20.3 54 4 4.2 -1.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 19.4 35 23 5.7 +0.1
FEUZ First Trust Eurozone AlphaDEX ETF 19.2 80 -22 6.5 +0.9
BKCI BNY Mellon Concentrated International ETF 19.0 80 -22 4.5 -1.1
DTAN Sparkline International Intangible Value ETF 18.6 55 3 7.3 +1.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 18.2 20 38 5.4 -0.2
JIRE JPMorgan International Research Enhanced Equity ETF 18.2 24 34 6.3 +0.7
OSEA Harbor International Compounders ETF 18.2 55 3 4.4 -1.2
PATN Pacer Nasdaq International Patent Leaders ETF 18.1 65 -7 4.5 -1.1
IQSI IQ Candriam International Equity ETF 17.6 15 43 5.6 -0.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 17.2 14 44 5.5 -0.1
EFA iShares MSCI EAFE ETF 17.1 35 23 5.8 +0.1
DMXF iShares ESG Advanced MSCI EAFE ETF 17.0 12 46 5.0 -0.6
STXI Strive International Developed Markets ETF 17.0 29 29 5.6 +0.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 17.0 36 22 5.8 +0.2
ESGD iShares ESG Aware MSCI EAFE ETF 16.7 20 38 5.7 +0.1
GSID Goldman Sachs MarketBeta International Equity ETF 16.5 20 38 5.8 +0.2
DIVI Franklin International Core Dividend Tilt Index ETF 16.5 9 49 6.9 +1.3
DOL WisdomTree International LargeCap Dividend Fund 16.0 48 10 6.1 +0.5
HFXI IQ FTSE International Equity Currency Neutral ETF 16.0 20 38 5.9 +0.3
JHMD John Hancock Multifactor Developed International ETF 15.9 39 19 6.5 +0.9
FENI Fidelity Enhanced International ETF 15.7 28 30 5.6 -0.1
EWP iShares MSCI Spain ETF 15.6 50 8 5.9 +0.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 15.6 42 16 5.6 -0.1
UMMA Wahed Dow Jones Islamic World ETF 15.5 65 -7 3.8 -1.8
NUDM Nuveen ESG International Developed Markets Equity ETF 15.3 31 27 5.7 +0.1
IEFA iShares Core MSCI EAFE ETF 15.2 7 51 6.1 +0.5
CGXU Capital Group International Focus Equity ETF 14.7 54 4 4.7 -0.9
BKIE BNY Mellon International Equity ETF 14.6 4 54 6.0 +0.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 14.4 12 46 5.2 -0.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 14.3 20 38 5.6 -0.1
FEP First Trust Europe AlphaDEX Fund 14.3 80 -22 6.8 +1.2
EWN iShares MSCI Netherlands ETF 14.1 50 8 4.6 -1.1
DWM WisdomTree International Equity Fund 14.1 48 10 6.3 +0.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 14.1 40 18 6.4 +0.8
IQLT iShares MSCI Intl Quality Factor ETF 13.5 30 28 5.3 -0.3
IDEV iShares Core MSCI International Developed Markets ETF 13.4 4 54 6.0 +0.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 13.4 30 28 6.0 +0.4
SCHF Schwab International Equity ETF 13.2 6 52 6.2 +0.5
INEQ Columbia International Equity Income ETF 13.2 45 13 7.5 +1.9
IDHQ Invesco S&P International Developed High Quality ETF 13.1 29 29 5.3 -0.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 12.6 25 33 6.2 +0.6
QINT American Century Quality Diversified International ETF 12.5 39 19 6.1 +0.5
IMFL Invesco International Developed Dynamic Multifactor ETF 12.2 34 24 5.0 -0.7
INTF iShares International Equity Factor ETF 12.2 15 43 6.5 +0.9
SPDW SPDR Portfolio Developed World ex-US ETF 12.2 3 55 6.0 +0.4
VEA Vanguard FTSE Developed Markets ETF 12.2 3 55 6.1 +0.5
DIHP Dimensional International High Profitability ETF 12.2 29 29 5.8 +0.2
IMTM iShares MSCI Intl Momentum Factor ETF 12.1 30 28 4.7 -0.9
EUDV ProShares MSCI Europe Dividend Growers ETF 12.1 55 3 5.4 -0.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 11.6 32 26 5.5 -0.1
IVLU iShares MSCI Intl Value Factor ETF 11.6 30 28 8.6 +3.0
ICOW Pacer Developed Markets International Cash Cows 100 ETF 11.4 65 -7 9.6 +4.0
DFAI Dimensional International Core Equity Market ETF 11.4 18 40 6.0 +0.4
DFSI Dimensional International Sustainability Core 1 ETF 11.1 24 34 5.4 -0.2
CWI SPDR MSCI ACWI ex-US ETF 11.0 30 28 6.4 +0.8
FIVA Fidelity International Value Factor ETF 10.9 18 40 7.9 +2.3
CGGO Capital Group Global Growth Equity ETF 10.6 47 11 3.7 -1.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 10.6 41 17 6.4 +0.8
ACWX iShares MSCI ACWI ex U.S. ETF 10.5 34 24 6.4 +0.8
FGM First Trust Germany AlphaDEX Fund 10.4 80 -22 5.7 +0.1
CIL VictoryShares International Volatility Wtd ETF 10.3 45 13 5.7 +0.1
EFV iShares MSCI EAFE Value ETF 10.2 34 24 7.7 +2.1
EUFN iShares MSCI Europe Financials ETF 10.1 51 7 6.8 +1.1
WRND IQ Global Equity R&D Leaders ETF 10.1 18 40 6.6 +1.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 10.1 18 40 6.4 +0.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 10.0 45 13 7.4 +1.8
DFIV Dimensional International Value ETF 9.7 27 31 8.0 +2.4
PPIE Putnam PanAgora ESG International Equity ETF 9.6 49 9 6.9 +1.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 9.6 39 19 6.7 +1.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 9.5 58 0 7.3 +1.7
FNDF Schwab Fundamental International Large Co. Index ETF 9.5 25 33 8.0 +2.4
CLNR IQ Cleaner Transport ETF 9.4 45 13 4.9 -0.7
VEU Vanguard FTSE All-World ex-US Index Fund 9.4 4 54 6.8 +1.2
IXUS iShares Core MSCI Total International Stock ETF 9.3 7 51 6.7 +1.0
JIG JPMorgan International Growth ETF 9.2 55 3 4.0 -1.6
IGRO iShares International Dividend Growth ETF 9.2 15 43 6.2 +0.6
DFIC Dimensional International Core Equity 2 ETF 9.0 23 35 6.3 +0.7
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 9.0 65 -7 3.9 -1.7
ITOL Tema International Durable Quality ETF 9.0 60 -2 4.7 -0.9
EFAD ProShares MSCI EAFE Dividend Growers ETF 9.0 50 8 5.4 -0.2
VSGX Vanguard ESG International Stock ETF 8.9 10 48 6.6 +1.0
VXUS Vanguard Total International Stock ETF 8.9 5 53 6.7 +1.1
JHID John Hancock International High Dividend ETF 8.7 46 12 8.3 +2.7
AVIV Avantis International Large Cap Value ETF 8.6 25 33 7.4 +1.8
AVDE Avantis International Equity ETF 8.5 23 35 6.3 +0.7
FICS First Trust International Developed Capital Strength ETF 8.4 70 -12 6.5 +0.9
IDMO Invesco S&P International Developed Momentum ETF 8.4 25 33 5.1 -0.5
IDOG ALPS International Sector Dividend Dogs ETF 8.4 50 8 10.5 +4.9
KXI iShares Global Consumer Staples ETF 8.4 41 17 5.1 -0.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8.3 39 19 5.7 +0.1
DIM WisdomTree International MidCap Dividend Fund 8.0 58 0 6.4 +0.8
AVSD Avantis Responsible International Equity ETF 8.0 23 35 4.6 -1.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 7.9 80 -22 3.4 -2.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 7.9 22 36 5.6 -0.1
DXIV Dimensional International Vector Equity ETF 7.8 34 24 6.5 +0.9
DWMF WisdomTree International Multifactor Fund 7.8 38 20 6.4 +0.8
DTH WisdomTree International High Dividend Fund 7.8 58 0 7.4 +1.7
VIGI Vanguard International Dividend Appreciation ETF 7.7 10 48 5.8 +0.1
EXI iShares Global Industrials ETF 7.7 42 16 3.6 -2.0
TPIF Timothy Plan International ETF 7.4 62 -4 5.4 -0.3
WWJD Inspire International ETF 7.3 80 -22 6.3 +0.7
RFDI First Trust Riverfront Dynamic Developed International ETF 7.3 83 -25 7.9 +2.3
OCEN IQ Clean Oceans ETF 7.2 45 13 5.1 -0.6
FINE Themes European Luxury ETF 7.0 35 23 6.5 +0.8
CGDG Capital Group Dividend Growers ETF 6.9 47 11 5.4 -0.2
GCOW Pacer Global Cash Cows Dividend ETF 6.6 60 -2 9.6 +4.0
KOCG FIS Knights of Columbus Global Belief ETF 6.5 75 -17 4.4 -1.2
RXI iShares Global Consumer Discretionary ETF 6.4 41 17 7.1 +1.5
DGT State Street SPDR Global Dow ETF 6.4 50 8 5.9 +0.3
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 6.3 9 49 8.3 +2.7
MOTG VanEck Morningstar Global Wide Moat ETF 6.3 52 6 8.7 +3.0
FDEV Fidelity International Multifactor ETF 6.2 18 40 6.6 +0.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 6.1 80 -22 7.1 +1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.0 65 -7 7.0 +1.4
JGLO JPMorgan Global Select Equity ETF 6.0 33 25 4.4 -1.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 6.0 30 28 6.5 +0.9
RCGE RockCreek Global Equality ETF 6.0 95 -37 6.0 +0.4
FEOE First Eagle Overseas Equity ETF 5.9 79 -21 5.9 +0.3
IEUS iShares MSCI Europe Small-Cap ETF 5.8 42 16 6.5 +0.9
HART IQ Healthy Hearts ETF 5.8 45 13 5.4 -0.2
UIVM VictoryShares International Value Momentum ETF 5.7 35 23 7.4 +1.8
AIVI WisdomTree International AI Enhanced Value Fund 5.6 58 0 6.1 +0.5
VYMI Vanguard International High Dividend Yield ETF 5.5 17 41 8.1 +2.5
IOO iShares Global 100 ETF 5.5 41 17 4.0 -1.7
MOTI VanEck Morningstar International Moat ETF 5.4 58 0 9.1 +3.5
MOTO SmartETFs Smart Transportation & Technology ETF 5.4 68 -10 5.3 -0.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 5.3 29 29 6.9 +1.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 5.3 24 34 6.3 +0.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 5.2 45 13 1.6 -4.0
VWID Virtus WMC International Dividend ETF 5.2 49 9 7.3 +1.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.2 58 0 3.8 -1.8
IBAT iShares Energy Storage & Materials ETF 5.2 47 11 2.3 -3.3
TTAI FCF International Quality ETF 5.1 59 -1 6.5 +0.9
CZAR Themes Natural Monopoly ETF 5.0 35 23 4.9 -0.7
EFNL iShares MSCI Finland ETF 4.9 56 2 5.7 +0.1
FIDI Fidelity International High Dividend ETF 4.9 18 40 7.3 +1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 4.8 42 16 4.7 -0.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 4.6 80 -22 5.5 -0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 4.6 9 49 4.5 -1.1
MXI iShares Global Materials ETF 4.6 41 17 6.0 +0.4
DFIS Dimensional International Small Cap ETF 4.6 39 19 6.1 +0.5
PCGG Polen Capital Global Growth ETF 4.5 85 -27 3.6 -2.1
TOK iShares MSCI Kokusai ETF 4.5 26 32 4.3 -1.3
BINV Brandes International ETF 4.4 70 -12 8.2 +2.6
KNO AXS Knowledge Leaders ETF 4.4 78 -20 4.9 -0.7
PRNT 3D Printing ETF 4.4 66 -8 1.6 -4.0
TINY ProShares Nanotechnology ETF 4.4 58 0 2.6 -3.0
JPIN J.P. Morgan Diversified Return International Equity ETF 4.4 37 21 7.2 +1.6
IPAV Global X Infrastructure Development ex-U.S. ETF 4.4 55 3 5.8 +0.2
QWLD SPDR MSCI World StrategicFactors ETF 4.3 30 28 5.1 -0.5
KLMT Invesco MSCI Global Climate 500 ETF 4.3 10 48 5.0 -0.6
BLES Inspire Global Hope ETF 4.3 61 -3 6.0 +0.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 4.3 47 11 6.9 +1.2
IPKW Invesco International BuyBack Achievers ETF 4.2 55 3 7.9 +2.3
URTH iShares MSCI World ETF 4.2 24 34 4.4 -1.2
EWK iShares MSCI Belgium ETF 4.2 50 8 3.9 -1.7
IXN iShares Global Tech ETF 4.2 41 17 2.9 -2.7
ICPY Tweedy, Browne International Insider Value ETF 4.2 80 -22 9.7 +4.1
LVHI Franklin International Low Volatility High Dividend Index ET 4.0 40 18 9.2 +3.5
IDNA iShares Genomics Immunology and Healthcare ETF 4.0 47 11 -2.7 -8.4
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.9 60 -2 3.2 -2.4
DIVS SmartETFs Dividend Builder ETF 3.9 65 -7 4.6 -1.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.8 45 13 2.1 -3.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.8 47 11 5.7 +0.1
DISV Dimensional International Small Cap Value ETF 3.8 42 16 7.8 +2.2
IXJ iShares Global Healthcare ETF 3.8 42 16 5.7 +0.0
ACWI iShares MSCI ACWI ETF 3.8 32 26 4.7 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.7 12 46 4.4 -1.3
AGQI First Trust Active Global Quality Income ETF 3.7 85 -27 4.5 -1.1
GEW Cambria Global EW ETF 3.7 29 29 5.4 -0.3
RGEF Rockefeller Global Equity ETF 3.7 55 3 3.9 -1.7
FEGE First Eagle Global Equity ETF 3.6 79 -21 5.5 -0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.6 20 38 4.8 -0.8
COPY Tweedy, Browne Insider + Value ETF 3.6 80 -22 10.0 +4.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.6 9 49 4.9 -0.8
IXP iShares Global Comm Services ETF 3.5 42 16 5.3 -0.3
ROBO ROBO Global Robotics & Automation Index ETF 3.5 95 -37 2.7 -3.0
FBOT Fidelity Disruptive Automation ETF 3.5 50 8 2.8 -2.9
NETZ TCW Transform Systems ETF 3.5 75 -17 2.0 -3.6
IVAL Alpha Architect International Quantitative Value ETF 3.4 49 9 8.8 +3.2
IDLV Invesco S&P International Developed Low Volatility ETF 3.4 25 33 6.2 +0.6
SCHY Schwab International Dividend Equity ETF 3.4 14 44 8.7 +3.1
DSTX Distillate International Fundamental Stability & Value ETF 3.4 55 3 6.6 +0.9
AKRE Akre Focus ETF 3.3 106 -48 3.4 -2.2
VT Vanguard Total World Stock ETF 3.3 6 52 5.1 -0.5
LOUP Innovator Deepwater Frontier Tech ETF 3.3 70 -12 0.6 -5.0
CARZ First Trust NASDAQ Global Auto Index Fund 3.3 70 -12 3.2 -2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.2 25 33 5.4 -0.2
IQDF FlexShares International Quality Dividend Index Fund 3.1 47 11 7.5 +1.9
DWX SPDR S&P International Dividend ETF 3.0 45 13 6.8 +1.2
ISCF iShares International SmallCap Equity Factor ETF 3.0 23 35 7.2 +1.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.0 65 -7 1.6 -4.0
VIDI Vident International Equity Strategy ETF 2.9 61 -3 8.9 +3.3
FYLD Cambria Foreign Shareholder Yield ETF 2.9 59 -1 10.1 +4.4
AIQ Global X Artificial Intelligence & Technology ETF 2.9 68 -10 2.9 -2.7
SHPP Pacer Industrials and Logistics ETF 2.9 60 -2 7.6 +2.0
AIVC Amplify Bloomberg AI Value Chain ETF 2.8 59 -1 4.3 -1.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.8 72 -14 -1.2 -6.9
DEW WisdomTree Global High Dividend Fund 2.7 58 0 7.5 +1.9
SCZ iShares MSCI EAFE Small-Cap ETF 2.7 40 18 6.1 +0.5
EWI iShares MSCI Italy ETF 2.7 50 8 8.7 +3.1
CLOD Themes Cloud Computing ETF 2.7 35 23 3.1 -2.5
BWEB Bitwise Web3 ETF 2.6 85 -27 -0.1 -5.7
FNDC Schwab Fundamental International Small Co. Index ETF 2.6 39 19 5.2 -0.5
SCHC Schwab International Small-Cap Equity ETF 2.6 11 47 6.6 +1.0
FDTX Fidelity Disruptive Technology ETF 2.6 50 8 2.2 -3.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.5 79 -21 4.4 -1.2
AVDV Avantis International Small Cap Value ETF 2.5 36 22 7.5 +1.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.4 49 9 6.0 +0.4
AVDS Avantis International Small Cap Equity ETF 2.3 30 28 5.8 +0.2
IXG iShares Global Financials ETF 2.3 42 16 5.9 +0.3
FTAG First Trust Indxx Global Agriculture ETF 2.2 70 -12 7.3 +1.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.2 68 -10 1.6 -4.0
IMOM Alpha Architect International Quantitative Momentum ETF 2.2 49 9 3.8 -1.8
JSTC Adasina Social Justice All Cap Global ETF 2.2 89 -31 4.2 -1.4
WLDR Affinity World Leaders Equity ETF 2.1 67 -9 6.4 +0.8
SNSR Global X Internet of Things ETF 2.0 68 -10 4.1 -1.5
CCNR ALPS CoreCommodity Natural Resources ETF 2.0 39 19 7.1 +1.5
POW VistaShares Electrification Supercycle ETF 2.0 75 -17 2.7 -2.9
MDEV First Trust Indxx Medical Devices ETF 2.0 70 -12 4.2 -1.4
DFE WisdomTree Europe SmallCap Dividend Fund 2.0 58 0 7.1 +1.5
ARTY iShares Future AI & Tech ETF 1.9 47 11 2.8 -2.8
FDHT Fidelity Digital Health ETF 1.9 39 19 1.3 -4.3
OAIM OneAscent International Equity ETF 1.9 95 -37 4.6 -1.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.9 70 -12 3.3 -2.4
GLOF iShares Global Equity Factor ETF 1.9 20 38 5.9 +0.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.8 8 50 6.4 +0.7
DLS WisdomTree International SmallCap Dividend Fund 1.8 58 0 7.1 +1.5
DTEC ALPS Disruptive Technologies ETF 1.7 50 8 3.4 -2.2
GINN Goldman Sachs Innovate Equity ETF 1.7 52 6 3.2 -2.4
ACWV iShares MSCI Global Min Vol Factor ETF 1.7 20 38 5.3 -0.3
JDOC JPMorgan Healthcare Leaders ETF 1.7 65 -7 3.3 -2.3
XT iShares Exponential Technologies ETF 1.6 46 12 4.2 -1.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.6 65 -7 -1.1 -6.7
VOLT Tema Electrification ETF 1.6 75 -17 3.1 -2.5
TCAI Tortoise AI Infrastructure ETF 1.6 65 -7 1.8 -3.8
SAGP Strategas Global Policy Opportunities ETF 1.6 65 -7 4.6 -1.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.5 56 2 10.0 +4.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.5 46 12 5.3 -0.3
IBOT Vaneck Robotics ETF 1.5 47 11 3.3 -2.4
FPAG FPA Global Equity ETF 1.5 49 9 4.9 -0.7
BULD Pacer BlueStar Engineering the Future ETF 1.5 60 -2 0.2 -5.4
TMFG Motley Fool Global Opportunities ETF 1.5 85 -27 3.6 -2.0
NXTG First Trust Indxx NextG ETF 1.4 70 -12 4.3 -1.3
TOLL Tema Durable Quality ETF 1.4 75 -17 4.2 -1.4
KNCT Invesco Next Gen Connectivity ETF 1.3 40 18 3.9 -1.7
NATO Themes Transatlantic Defense ETF 1.3 35 23 1.6 -4.0
GDFN Tema International Defense Innov ETF 1.3 75 -17 2.1 -3.6
TINT ProShares Smart Materials ETF 1.3 58 0 4.8 -0.8
VCLN Virtus Duff & Phelps Clean Energy ETF 1.2 59 -1 3.5 -2.1
PBD Invesco Global Clean Energy ETF 1.2 75 -17 0.6 -5.0
FPXI First Trust International Equity Opportunities ETF 1.2 70 -12 3.4 -2.2
CGUS Capital Group Core Equity ETF 1.1 33 25 3.8 -1.8
IQRA IQ CBRE Real Assets ETF 1.1 65 -7 5.4 -0.2
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 10 2.0 -3.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 -3 1.8 -3.8
QTUM Defiance Quantum ETF 1.0 40 18 4.2 -1.4
BMED Future Health ETF 1.0 85 -27 0.2 -5.5
JADE JPMorgan Active Developing Markets Equity ETF 1.0 65 -7 6.3 +0.7
HEAL Global X HealthTech ETF 1.0 50 8 -1.5 -7.2
CGGR Capital Group Growth ETF 1.0 39 19 2.7 -2.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 23 3.6 -2.0
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 -7 3.5 -2.1
ANEW ProShares MSCI Transformational Changes ETF 0.9 45 13 4.6 -1.0
AGNG Global X Aging Population ETF 0.8 50 8 3.9 -1.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -17 2.3 -3.3
VICE AdvisorShares Vice ETF 0.8 99 -41 5.9 +0.3
BGDV Bahl & Gaynor Dividend ETF 0.8 45 13 4.0 -1.6
SUPL ProShares Supply Chain Logistics ETF 0.8 58 0 9.3 +3.6
AWAY ETFMG Travel Tech ETF 0.8 76 -18 -0.1 -5.8
JETS U.S. Global Jets ETF 0.8 60 -2 2.1 -3.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.7 39 19 -1.3 -6.9
EWO iShares MSCI Austria ETF 0.7 50 8 7.7 +2.1
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.7 33 25 8.0 +2.4
WDNA WisdomTree BioRevolution Fund 0.6 45 13 -1.9 -7.5
IQM Franklin Intelligent Machines ETF 0.6 50 8 1.5 -4.1
IDRV iShares Self-driving EV & Tech ETF 0.6 47 11 3.0 -2.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -22 9.1 +3.5
FMED Fidelity Disruptive Medicine ETF 0.6 50 8 -0.6 -6.2
BOTZ Global X Robotics & Artificial Intelligence ETF 0.5 69 -11 1.7 -3.9
GVAL Cambria Global Value ETF 0.5 68 -10 8.9 +3.3
AZTD Aztlan Global Stock Selection DM SMID ETF 0.5 75 -17 5.2 -0.4
GWX SPDR S&P International Small Cap ETF 0.5 40 18 5.8 +0.2
FID First Trust S&P International Dividend Aristocrats ETF 0.5 60 -2 7.2 +1.6
WDIV SPDR S&P Global Dividend ETF 0.5 40 18 8.3 +2.6
SHLD Global X Defense Tech ETF 0.5 50 8 2.3 -3.3
UFO Procure Space ETF 0.5 75 -17 0.0 -5.6
CUT Invesco MSCI Global Timber ETF 0.5 61 -3 9.7 +4.1
IDV iShares International Select Dividend ETF 0.5 51 7 9.3 +3.7
DRIV Global X Autonomous & Electric Vehicles ETF 0.5 68 -10 3.9 -1.7
WAR U.S. Global Tech and Aerospace & Defense ETF 0.5 60 -2 4.5 -1.2
TRFK Pacer Data and Digital Revolution ETF 0.4 60 -2 2.6 -3.0
EIRL iShares MSCI Ireland ETF 0.4 50 8 7.0 +1.4
FAN First Trust Global Wind Energy ETF 0.4 60 -2 3.6 -2.0
PRAY FIS Christian Stock Fund 0.4 69 -11 4.3 -1.3
AIS VistaShares Artificial Intelligence Supercycle ETF 0.4 75 -17 1.8 -3.8
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 19 8.4 +2.8
FDD First Trust Stoxx European Select Dividend Index Fund 0.3 58 0 9.7 +4.1
CGW Invesco S&P Global Water Index ETF 0.3 57 1 4.2 -1.5
ETEC iShares Breakthrough Environmental Solutions ETF 0.3 47 11 3.0 -2.6
SLX VanEck Steel ETF 0.3 56 2 11.3 +5.7
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -4 3.1 -2.5
IXC iShares Global Energy ETF 0.2 44 14 9.0 +3.4
PIO Invesco Global Water ETF 0.2 75 -17 3.8 -1.9
EVX VanEck Environmental Services ETF 0.2 55 3 2.2 -3.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.2 47 11 4.7 -0.9
HAP VanEck Natural Resources ETF 0.2 50 8 7.4 +1.8
MOO VanEck Agribusiness ETF 0.2 53 5 9.3 +3.7
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 23 4.1 -1.5
FMET Fidelity Metaverse ETF 0.1 39 19 4.3 -1.3
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 -2 4.3 -1.3
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -2 3.2 -2.4
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -17 0.0 -5.6
IVRS iShares Future Metaverse Tech and Communications ETF 0.1 47 11 3.1 -2.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 37 3.1 -2.5
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 20 3.9 -1.7
SRVR Pacer Data & Infrastructure Real Estate ETF 0.1 55 3 4.1 -1.5
ION ProShares S&P Global Core Battery Metals ETF 0.1 58 0 5.0 -0.6
REMX VanEck Rare Earth/Strategic Metals ETF 0.1 54 4 2.4 -3.2
LIT Global X Lithium & Battery Tech ETF 0.1 75 -17 5.2 -0.4
LIMI Themes Lithium & Battery Metal Miners ETF 0.1 35 23 2.9 -2.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.1 68 -10 6.0 +0.3
RVRB Reverb ETF 0.1 30 28 4.0 -1.6
SDG iShares MSCI Global Sustainable Development Goals ETF 0.0 49 9 4.8 -0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.0 4 54 5.0 -0.6
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 41 6.0 +0.4
HELX Franklin Genomic Advancements ETF 0.0 50 8 -0.4 -6.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.0 24 34 7.3 +1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0 18 40 6.9 +1.3
JQUA JPMorgan U.S. Quality Factor ETF 0.0 12 46 5.1 -0.5
QLV FlexShares US Quality Low Volatility Index Fund 0.0 22 36 5.1 -0.5
VFMF Vanguard U.S. Multifactor ETF 0.0 18 40 6.6 +1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.0 15 43 5.2 -0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 0.0 12 46 5.7 +0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 47 4.2 -1.4
IGF iShares Global Infrastructure ETF 0.0 41 17 4.4 -1.2
GII SPDR S&P Global Infrastructure ETF 0.0 40 18 4.4 -1.2
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 9 4.8 -0.8
IPOS Renaissance International IPO ETF 0.0 80 -22 1.6 -4.0

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 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:		 WisdomTree Europe Hedged Equity Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.9 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 5.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.64
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.