WisdomTree Europe Hedged Equity Fund
|
- 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) | $1,720 |
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 | 148 |
Wgt avg mkt cap (mns) | $93,307 |
Large cap (>$10bn) | 89.6% |
Mid cap ($2-10bn) | 9.5% |
Small cap (<$2bn) | 0.9% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
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 % |
---|
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
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | -44.6% | -4.8% | 0.9% | 2.7% |
versus... | Beta | R-squared |
S&P500 | 1.00 | 25% |
MSCI EAFE | 1.17 | 31% |
MSCI Emg. Mkts. | 0.94 | 21% |
Recent close | $47.19 |
30d moving avg. | $41.07 |
Annualized volatility | 36.1% |
Short interest (ETF) | 0.7% |
Relative strength (RSI) | 80 |
Avg. volume (thou.) | 320 |
Turnover | 0.9% |
Bid/Ask (% of price) | 0.25% |
ADV underlying (mns) | $6,929 |
FINDING ALTERNATIVE FUNDS
Below is a list of 358 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™: | 8.2% |
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 | 6.6 | -1.6 |
EZU | iShares MSCI Eurozone ETF | 48.5 | 52 | 6 | 6.1 | -2.1 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 48.0 | 45 | 13 | 6.2 | -2.0 |
FEZ | SPDR EURO STOXX 50 ETF | 47.1 | 29 | 29 | 6.1 | -2.1 |
OEUR | ALPS O'Shares Europe Quality Dividend ETF | 34.0 | 48 | 10 | 5.6 | -2.6 |
IEV | iShares Europe ETF | 29.2 | 67 | -9 | 6.2 | -2.0 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 29.2 | 46 | 12 | 6.3 | -1.9 |
BBEU | JPMorgan BetaBuilders Europe ETF | 28.9 | 9 | 49 | 6.6 | -1.6 |
FLEE | Franklin FTSE Europe ETF | 28.8 | 9 | 49 | 6.8 | -1.4 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 28.2 | 58 | 0 | 5.8 | -2.3 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 28.2 | 25 | 33 | 7.3 | -0.9 |
IEUR | iShares Core MSCI Europe ETF | 27.5 | 11 | 47 | 6.6 | -1.5 |
SPEU | SPDR Portfolio Europe ETF | 26.2 | 7 | 51 | 6.6 | -1.6 |
VGK | Vanguard FTSE Europe ETF | 26.1 | 11 | 47 | 6.8 | -1.4 |
EFG | iShares MSCI EAFE Growth ETF | 25.4 | 36 | 22 | 4.0 | -4.2 |
FLGR | Franklin FTSE Germany ETF | 23.1 | 9 | 49 | 6.9 | -1.3 |
EWG | iShares MSCI Germany ETF | 23.0 | 50 | 8 | 6.4 | -1.7 |
DBGR | Xtrackers MSCI Germany Hedged Equity ETF | 23.0 | 45 | 13 | 6.4 | -1.7 |
EWQ | iShares MSCI France ETF | 22.2 | 53 | 5 | 5.3 | -2.8 |
DOL | WisdomTree International LargeCap Dividend Fund | 21.8 | 48 | 10 | 7.7 | -0.5 |
DAX | Global X DAX Germany ETF | 21.4 | 21 | 37 | 6.9 | -1.3 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 20.9 | 20 | 38 | 5.9 | -2.3 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 20.0 | 12 | 46 | 5.3 | -2.9 |
IDHQ | Invesco S&P International Developed High Quality ETF | 19.6 | 29 | 29 | 5.9 | -2.3 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 19.6 | 20 | 38 | 6.3 | -1.9 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 19.6 | 35 | 23 | 5.9 | -2.2 |
EFA | iShares MSCI EAFE ETF | 19.6 | 35 | 23 | 6.3 | -1.9 |
IQSI | IQ Candriam International Equity ETF | 19.4 | 15 | 43 | 6.2 | -2.0 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 19.2 | 36 | 22 | 6.3 | -1.9 |
IQLT | iShares MSCI Intl Quality Factor ETF | 18.8 | 30 | 28 | 5.6 | -2.5 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 18.7 | 42 | 16 | 5.6 | -2.6 |
OSEA | Harbor International Compounders ETF | 18.5 | 55 | 3 | 3.6 | -4.6 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 18.5 | 14 | 44 | 6.0 | -2.2 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 18.5 | 58 | 0 | 5.4 | -2.8 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 18.4 | 20 | 38 | 6.5 | -1.7 |
UMMA | Wahed Dow Jones Islamic World ETF | 18.3 | 65 | -7 | 4.2 | -4.0 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 18.2 | 24 | 34 | 6.6 | -1.6 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 18.1 | 80 | -22 | 8.3 | +0.1 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 18.1 | 83 | -25 | 8.7 | +0.5 |
DWM | WisdomTree International Equity Fund | 18.0 | 48 | 10 | 7.7 | -0.4 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 17.8 | 40 | 18 | 7.7 | -0.4 |
IEFA | iShares Core MSCI EAFE ETF | 17.5 | 7 | 51 | 6.6 | -1.6 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 17.5 | 20 | 38 | 6.7 | -1.5 |
FGM | First Trust Germany AlphaDEX Fund | 17.2 | 80 | -22 | 8.6 | +0.5 |
JHMD | John Hancock Multifactor Developed International ETF | 16.7 | 39 | 19 | 7.3 | -0.9 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 16.7 | 31 | 27 | 6.1 | -2.1 |
LUX | Tema Luxury ETF | 16.6 | 75 | -17 | 3.3 | -4.9 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 16.5 | 20 | 38 | 6.7 | -1.4 |
BKIE | BNY Mellon International Equity ETF | 16.4 | 4 | 54 | 6.8 | -1.4 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 16.3 | 30 | 28 | 6.7 | -1.5 |
IDMO | Invesco S&P International Developed Momentum ETF | 16.2 | 25 | 33 | 7.6 | -0.6 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 16.1 | 25 | 33 | 7.3 | -0.9 |
SCHF | Schwab International Equity ETF | 15.9 | 6 | 52 | 6.9 | -1.3 |
IVLU | iShares MSCI Intl Value Factor ETF | 15.8 | 30 | 28 | 10.6 | +2.5 |
IDEV | iShares Core MSCI International Developed Markets ETF | 15.7 | 4 | 54 | 6.6 | -1.5 |
BKCI | BNY Mellon Concentrated International ETF | 15.6 | 80 | -22 | 5.0 | -3.2 |
IQIN | IQ 500 International ETF | 15.2 | 25 | 33 | 8.7 | +0.6 |
EWN | iShares MSCI Netherlands ETF | 15.1 | 50 | 8 | 4.5 | -3.7 |
LUXX | Roundhill S&P Global Luxury ETF | 14.7 | 45 | 13 | 2.5 | -5.7 |
ESGN | Columbia International ESG Equity Income ETF | 14.4 | 45 | 13 | 9.2 | +1.0 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 14.4 | 30 | 28 | 6.9 | -1.3 |
VEA | Vanguard FTSE Developed Markets ETF | 14.4 | 5 | 53 | 6.8 | -1.4 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 14.2 | 3 | 55 | 6.7 | -1.5 |
DTH | WisdomTree International High Dividend Fund | 14.1 | 58 | 0 | 10.1 | +1.9 |
DFSI | Dimensional International Sustainability Core 1 ETF | 14.1 | 24 | 34 | 6.1 | -2.1 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 14.0 | 9 | 49 | 7.9 | -0.3 |
CGXU | Capital Group International Focus Equity ETF | 14.0 | 54 | 4 | 4.0 | -4.1 |
FIVA | Fidelity International Value Factor ETF | 13.5 | 18 | 40 | 10.3 | +2.1 |
JIG | JPMorgan International Growth ETF | 13.1 | 55 | 3 | 4.1 | -4.1 |
CWI | SPDR MSCI ACWI ex-US ETF | 12.9 | 30 | 28 | 6.6 | -1.6 |
FEP | First Trust Europe AlphaDEX Fund | 12.9 | 80 | -22 | 8.6 | +0.4 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 12.8 | 45 | 13 | 8.2 | +0.0 |
INTF | iShares International Equity Factor ETF | 12.7 | 15 | 43 | 7.8 | -0.4 |
DFAI | Dimensional International Core Equity Market ETF | 12.7 | 18 | 40 | 6.8 | -1.4 |
CIZ | VictoryShares Developed Enhanced Volatility Wtd ETF | 12.7 | 51 | 7 | 6.5 | -1.6 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility In | 12.6 | 32 | 26 | 6.6 | -1.6 |
JHID | John Hancock International High Dividend ETF | 12.6 | 46 | 12 | 11.4 | +3.2 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 12.6 | 34 | 24 | 4.8 | -3.4 |
QINT | American Century Quality Diversified International ETF | 12.6 | 39 | 19 | 7.3 | -0.8 |
IDOG | ALPS International Sector Dividend Dogs ETF | 12.6 | 50 | 8 | 11.3 | +3.1 |
CIL | VictoryShares International Volatility Wtd ETF | 12.5 | 45 | 13 | 6.7 | -1.5 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 12.5 | 39 | 19 | 7.4 | -0.8 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 12.4 | 41 | 17 | 6.5 | -1.7 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 12.2 | 80 | -22 | 5.5 | -2.6 |
CGGO | Capital Group Global Growth Equity ETF | 12.1 | 47 | 11 | 4.0 | -4.2 |
CLNR | IQ Cleaner Transport ETF | 12.0 | 45 | 13 | 8.0 | -0.2 |
DIHP | Dimensional International High Profitability ETF | 11.8 | 29 | 29 | 6.9 | -1.3 |
DSTX | Distillate International Fundamental Stability & Value ETF | 11.8 | 55 | 3 | 7.4 | -0.8 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 11.7 | 25 | 33 | 8.8 | +0.7 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 11.5 | 39 | 19 | 7.4 | -0.8 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 11.4 | 8 | 50 | 5.1 | -3.1 |
EFV | iShares MSCI EAFE Value ETF | 11.4 | 34 | 24 | 9.1 | +0.9 |
EWI | iShares MSCI Italy ETF | 11.4 | 50 | 8 | 8.0 | -0.2 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 11.3 | 22 | 36 | 6.2 | -2.0 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 11.3 | 80 | -22 | 5.5 | -2.7 |
IXUS | iShares Core MSCI Total International Stock ETF | 11.3 | 7 | 51 | 5.0 | -3.2 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 10.8 | 47 | 11 | 9.7 | +1.6 |
DMDV | AAM S&P Developed Markets High Dividend Value ETF | 10.8 | 39 | 19 | 11.8 | +3.7 |
EWP | iShares MSCI Spain ETF | 10.8 | 50 | 8 | 8.7 | +0.5 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 10.8 | 40 | 18 | 10.4 | +2.2 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 10.8 | 42 | 16 | 6.6 | -1.6 |
VXUS | Vanguard Total International Stock ETF | 10.7 | 7 | 51 | 5.2 | -3.0 |
RXI | iShares Global Consumer Discretionary ETF | 10.5 | 41 | 17 | 5.3 | -2.8 |
FDEV | Fidelity International Multifactor ETF | 10.5 | 18 | 40 | 7.2 | -1.0 |
SXUS | Janus Henderson International Sustainable Equity ETF | 10.3 | 60 | -2 | 4.4 | -3.8 |
DFIC | Dimensional International Core Equity 2 ETF | 10.2 | 23 | 35 | 7.3 | -0.9 |
DWMF | WisdomTree International Multifactor Fund | 10.2 | 38 | 20 | 7.1 | -1.1 |
FICS | First Trust International Developed Capital Strength ETF | 10.0 | 70 | -12 | 5.9 | -2.3 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 10.0 | 9 | 49 | 9.8 | +1.7 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 9.9 | 55 | 3 | 4.9 | -3.3 |
AVDE | Avantis International Equity ETF | 9.9 | 23 | 35 | 7.7 | -0.5 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 9.9 | 83 | -25 | 8.8 | +0.7 |
EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | 9.9 | 58 | 0 | 9.1 | +0.9 |
VSGX | Vanguard ESG International Stock ETF | 9.8 | 12 | 46 | 4.3 | -3.9 |
WRND | IQ Global Equity R&D Leaders ETF | 9.7 | 18 | 40 | 6.9 | -1.3 |
DFIV | Dimensional International Value ETF | 9.6 | 27 | 31 | 9.9 | +1.7 |
TPIF | Timothy Plan International ETF | 9.4 | 62 | -4 | 6.5 | -1.7 |
VIGI | Vanguard International Dividend Appreciation ETF | 9.3 | 15 | 43 | 5.4 | -2.8 |
AVIV | Avantis International Large Cap Value ETF | 9.2 | 25 | 33 | 8.7 | +0.6 |
MOTI | VanEck Morningstar International Moat ETF | 9.2 | 58 | 0 | 6.9 | -1.2 |
ISZE | iShares MSCI Intl Size Factor ETF | 9.1 | 30 | 28 | 6.6 | -1.6 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 9.1 | 24 | 34 | 8.3 | +0.2 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 9.0 | 20 | 38 | 10.6 | +2.4 |
DIM | WisdomTree International MidCap Dividend Fund | 9.0 | 58 | 0 | 7.5 | -0.7 |
UIVM | VictoryShares International Value Momentum ETF | 8.7 | 35 | 23 | 10.5 | +2.3 |
EXI | iShares Global Industrials ETF | 8.6 | 42 | 16 | 4.6 | -3.6 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 8.6 | 29 | 29 | 8.6 | +0.4 |
KXI | iShares Global Consumer Staples ETF | 8.5 | 41 | 17 | 5.6 | -2.6 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 8.4 | 52 | 6 | 5.7 | -2.5 |
IGRO | iShares International Dividend Growth ETF | 8.3 | 15 | 43 | 7.3 | -0.9 |
EUFN | iShares MSCI Europe Financials ETF | 8.3 | 51 | 7 | 8.1 | -0.0 |
IQDF | FlexShares International Quality Dividend Index Fund | 8.3 | 47 | 11 | 10.4 | +2.3 |
VYMI | Vanguard International High Dividend Yield ETF | 7.9 | 22 | 36 | 9.7 | +1.5 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 7.6 | 65 | -7 | 7.8 | -0.4 |
WWJD | Inspire International ETF | 7.5 | 80 | -22 | 6.9 | -1.3 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 7.5 | 50 | 8 | 4.8 | -3.4 |
GCOW | Pacer Global Cash Cows Dividend ETF | 7.4 | 60 | -2 | 13.4 | +5.2 |
OCEN | IQ Clean Oceans ETF | 7.4 | 45 | 13 | 5.1 | -3.0 |
JRNY | ALPS Global Travel Beneficiaries ETF | 7.3 | 65 | -7 | 0.5 | -7.7 |
TEMP | JPMorgan Climate Change Solutions ETF | 7.2 | 49 | 9 | 4.8 | -3.4 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 7.0 | 30 | 28 | 7.6 | -0.6 |
NTZG | Nuveen Global Net Zero Transition ETF | 6.9 | 56 | 2 | 4.9 | -3.3 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 6.7 | 45 | 13 | 4.6 | -3.6 |
KOCG | FIS Knights of Columbus Global Belief ETF | 6.7 | 75 | -17 | 5.0 | -3.2 |
RODE | Hartford Multifactor Diversified International ETF | 6.5 | 29 | 29 | 11.2 | +3.0 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 6.5 | 80 | -22 | 10.6 | +2.5 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 6.4 | 42 | 16 | 4.9 | -3.2 |
VIDI | Vident International Equity Strategy ETF | 6.3 | 61 | -3 | 11.3 | +3.1 |
IQDE | FlexShares International Quality Dividend Defensive Index ET | 6.3 | 47 | 11 | 10.1 | +1.9 |
VWID | Virtus WMC International Dividend ETF | 6.2 | 49 | 9 | 9.3 | +1.2 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 6.2 | 65 | -7 | 12.6 | +4.5 |
IOO | iShares Global 100 ETF | 6.1 | 41 | 17 | 4.7 | -3.5 |
FINE | Themes European Luxury ETF | 6.0 | 35 | 23 | -2.0 | -10.1 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 6.0 | 57 | 1 | 11.1 | +3.0 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 6.0 | 37 | 21 | 8.6 | +0.4 |
FIDI | Fidelity International High Dividend ETF | 6.0 | 18 | 40 | 9.8 | +1.6 |
DGT | SPDR Global Dow ETF | 5.9 | 50 | 8 | 6.6 | -1.6 |
TOLL | Tema Monopolies and Oligopolies ETF | 5.7 | 75 | -17 | 2.3 | -5.9 |
BULD | Pacer BlueStar Engineering the Future ETF | 5.6 | 60 | -2 | 1.1 | -7.1 |
TOK | iShares MSCI Kokusai ETF | 5.5 | 26 | 32 | 5.1 | -3.0 |
IPKW | Invesco International BuyBack Achievers ETF | 5.5 | 55 | 3 | 9.4 | +1.2 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 5.5 | 9 | 49 | 5.3 | -2.9 |
IEUS | iShares MSCI Europe Small-Cap ETF | 5.5 | 42 | 16 | 5.7 | -2.5 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 5.4 | 25 | 33 | 5.8 | -2.4 |
BNE | Blue Horizon BNE ETF | 5.2 | 87 | -29 | 4.1 | -4.1 |
URTH | iShares MSCI World ETF | 5.1 | 24 | 34 | 5.2 | -2.9 |
QWLD | SPDR MSCI World StrategicFactors ETF | 5.1 | 30 | 28 | 5.9 | -2.3 |
KOIN | Capital Link Global Fintech Leaders ETF | 5.0 | 75 | -17 | 4.8 | -3.4 |
DFIS | Dimensional International Small Cap ETF | 5.0 | 39 | 19 | 6.5 | -1.7 |
CID | VictoryShares International High Div Volatility Wtd ETF | 5.0 | 45 | 13 | 9.4 | +1.2 |
IBOT | Vaneck Robotics ETF | 5.0 | 47 | 11 | 3.5 | -4.6 |
IXN | iShares Global Tech ETF | 4.9 | 41 | 17 | 4.1 | -4.1 |
TINY | ProShares Nanotechnology ETF | 4.7 | 58 | 0 | 1.9 | -6.3 |
TTAI | FCF International Quality ETF | 4.7 | 59 | -1 | 6.7 | -1.4 |
GVAL | Cambria Global Value ETF | 4.7 | 68 | -10 | 12.1 | +3.9 |
XT | iShares Exponential Technologies ETF | 4.7 | 46 | 12 | 3.7 | -4.5 |
ACWI | iShares MSCI ACWI ETF | 4.6 | 32 | 26 | 5.3 | -2.9 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 4.4 | 9 | 49 | 5.5 | -2.7 |
MOTO | SmartETFs Smart Transportation & Technology ETF | 4.4 | 68 | -10 | 6.4 | -1.7 |
BLES | Inspire Global Hope ETF | 4.4 | 61 | -3 | 6.2 | -2.0 |
PRNT | 3D Printing ETF | 4.4 | 66 | -8 | -3.9 | -12.0 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 4.4 | 20 | 38 | 5.3 | -2.8 |
HART | IQ Healthy Hearts ETF | 4.3 | 45 | 13 | 5.3 | -2.9 |
FYLD | Cambria Foreign Shareholder Yield ETF | 4.3 | 59 | -1 | 11.5 | +3.3 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 4.3 | 80 | -22 | 4.4 | -3.8 |
AIVI | WisdomTree International AI Enhanced Value Fund | 4.2 | 58 | 0 | 8.3 | +0.1 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 4.2 | 12 | 46 | 4.9 | -3.3 |
WLDR | Affinity World Leaders Equity ETF | 4.1 | 67 | -9 | 8.2 | 0.0 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 4.1 | 70 | -12 | 3.4 | -4.8 |
VT | Vanguard Total World Stock ETF | 4.1 | 7 | 51 | 5.0 | -3.2 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 4.1 | 58 | 0 | 4.4 | -3.8 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 4.0 | 25 | 33 | 5.9 | -2.3 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 3.8 | 70 | -12 | 3.7 | -4.5 |
EFNL | iShares MSCI Finland ETF | 3.8 | 56 | 2 | 7.0 | -1.2 |
GDVD | R3 Global Dividend Growth ETF | 3.7 | 88 | -30 | 5.7 | -2.5 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 3.7 | 39 | 19 | 6.6 | -1.6 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 3.7 | 49 | 9 | 6.6 | -1.6 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 3.6 | 75 | -17 | 2.9 | -5.3 |
AIQ | Global X Artificial Intelligence & Technology ETF | 3.6 | 68 | -10 | 3.7 | -4.5 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 3.6 | 40 | 18 | 5.9 | -2.3 |
ISCF | iShares International SmallCap Equity Factor ETF | 3.5 | 23 | 35 | 8.5 | +0.4 |
IXJ | iShares Global Healthcare ETF | 3.5 | 42 | 16 | 6.0 | -2.1 |
TINT | ProShares Smart Materials ETF | 3.4 | 58 | 0 | 5.6 | -2.6 |
KLDW | Knowledge Leaders Developed World ETF | 3.4 | 75 | -17 | 4.7 | -3.5 |
DIVS | SmartETFs Dividend Builder ETF | 3.4 | 65 | -7 | 4.5 | -3.7 |
DISV | Dimensional International Small Cap Value ETF | 3.3 | 42 | 16 | 8.9 | +0.7 |
JSTC | Adasina Social Justice All Cap Global ETF | 3.3 | 89 | -31 | 4.5 | -3.7 |
IXP | iShares Global Comm Services ETF | 3.3 | 42 | 16 | 5.0 | -3.2 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 3.3 | 58 | 0 | 12.9 | +4.7 |
DEW | WisdomTree Global High Dividend Fund | 3.2 | 58 | 0 | 9.0 | +0.8 |
BECO | BlackRock Future Climate and Sustainable Economy ETF | 3.2 | 70 | -12 | 12.9 | +4.7 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 3.1 | 49 | 9 | 5.9 | -2.3 |
EWK | iShares MSCI Belgium ETF | 3.0 | 50 | 8 | 7.6 | -0.6 |
SCHC | Schwab International Small-Cap Equity ETF | 3.0 | 11 | 47 | 5.8 | -2.3 |
GLOF | iShares Global Equity Factor ETF | 3.0 | 20 | 38 | 7.1 | -1.1 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 3.0 | 34 | 24 | 10.8 | +2.6 |
IVAL | Alpha Architect International Quantitative Value ETF | 3.0 | 49 | 9 | 6.1 | -2.1 |
SOLR | Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund | 2.9 | 79 | -21 | 5.1 | -3.1 |
FPXI | First Trust International Equity Opportunities ETF | 2.9 | 70 | -12 | 3.3 | -4.9 |
LOUP | Innovator Deepwater Frontier Tech ETF | 2.8 | 70 | -12 | 1.9 | -6.3 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 2.8 | 47 | 11 | 5.7 | -2.5 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 2.8 | 45 | 13 | 6.2 | -1.9 |
SNSR | Global X Internet of Things ETF | 2.8 | 68 | -10 | 3.6 | -4.6 |
INNO | Harbor Disruptive Innovation ETF | 2.8 | 75 | -17 | -3.6 | -11.8 |
MXI | iShares Global Materials ETF | 2.8 | 41 | 17 | 6.6 | -1.6 |
SCHY | Schwab International Dividend Equity ETF | 2.7 | 14 | 44 | 8.8 | +0.6 |
GSFP | Goldman Sachs Future Planet Equity ETF | 2.7 | 75 | -17 | 4.5 | -3.7 |
NETZ | TCW Transform Systems ETF | 2.7 | 75 | -17 | 3.4 | -4.8 |
ROBO | ROBO Global Robotics & Automation Index ETF | 2.7 | 95 | -37 | 2.7 | -5.5 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 2.7 | 56 | 2 | 13.8 | +5.6 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 2.7 | 68 | -10 | 5.0 | -3.2 |
DINT | Davis Select International ETF | 2.6 | 55 | 3 | 5.0 | -3.2 |
IDNA | iShares Genomics Immunology and Healthcare ETF | 2.6 | 47 | 11 | -4.9 | -13.1 |
DTEC | ALPS Disruptive Technologies ETF | 2.5 | 50 | 8 | 3.5 | -4.7 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 2.4 | 7 | 51 | 6.3 | -1.9 |
NBCC | Neuberger Berman Next Generation Connected Consumer ETF | 2.4 | 56 | 2 | 0.0 | -8.2 |
CLOD | Themes Cloud Computing ETF | 2.4 | 35 | 23 | 3.5 | -4.7 |
IDRV | iShares Self-driving EV & Tech ETF | 2.4 | 47 | 11 | -0.4 | -8.6 |
SYNB | Putnam BioRevolution ETF | 2.4 | 70 | -12 | 2.9 | -5.3 |
VERS | ProShares Metaverse ETF | 2.3 | 58 | 0 | -7.5 | -15.7 |
CGGR | Capital Group Growth ETF | 2.3 | 39 | 19 | 3.3 | -4.9 |
NBCT | Neuberger Berman Carbon Transition Infrastructure ETF | 2.3 | 55 | 3 | 0.0 | -8.2 |
FID | First Trust S&P International Dividend Aristocrats ETF | 2.3 | 60 | -2 | 9.4 | +1.2 |
IXG | iShares Global Financials ETF | 2.3 | 42 | 16 | 6.7 | -1.4 |
SAGP | Strategas Global Policy Opportunities ETF | 2.2 | 65 | -7 | 4.3 | -3.8 |
IVEG | iShares Emergent Food and AgTech Multisector ETF | 2.2 | 47 | 11 | 7.9 | -0.3 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.2 | 15 | 43 | 7.0 | -1.2 |
BTEK | Future Tech ETF | 2.2 | 88 | -30 | 2.2 | -6.0 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 2.2 | 65 | -7 | 1.9 | -6.2 |
IDV | iShares International Select Dividend ETF | 2.1 | 51 | 7 | 14.1 | +5.9 |
FPAG | FPA Global Equity ETF | 2.1 | 49 | 9 | 5.5 | -2.6 |
SHPP | Pacer Industrials and Logistics ETF | 2.0 | 60 | -2 | 8.4 | +0.3 |
IRBO | iShares Robotics and Artificial Intelligence Multisector ETF | 1.9 | 47 | 11 | 0.6 | -7.6 |
GINN | Goldman Sachs Innovate Equity ETF | 1.9 | 52 | 6 | 2.8 | -5.4 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 1.9 | 68 | -10 | 3.7 | -4.5 |
AVDV | Avantis International Small Cap Value ETF | 1.8 | 36 | 22 | 7.7 | -0.5 |
CGUS | Capital Group Core Equity ETF | 1.8 | 33 | 25 | 4.6 | -3.6 |
WDIV | SPDR S&P Global Dividend ETF | 1.8 | 40 | 18 | 9.6 | +1.5 |
KNCT | Invesco Next Gen Connectivity ETF | 1.7 | 40 | 18 | 5.6 | -2.6 |
KARS | KraneShares Electric Vehicles & Future Mobility Index ETF | 1.6 | 72 | -14 | 2.2 | -6.0 |
JETS | U.S. Global Jets ETF | 1.6 | 60 | -2 | -13.5 | -21.7 |
NXTG | First Trust Indxx NextG ETF | 1.5 | 70 | -12 | 5.7 | -2.5 |
HDRO | Defiance Next Gen H2 ETF | 1.5 | 30 | 28 | -10.6 | -18.7 |
HJEN | Direxion Hydrogen ETF | 1.5 | 45 | 13 | -0.9 | -9.0 |
TMFG | Motley Fool Global Opportunities ETF | 1.5 | 85 | -27 | 3.2 | -5.0 |
DLS | WisdomTree International SmallCap Dividend Fund | 1.5 | 58 | 0 | 8.6 | +0.4 |
ROYA | Tema Global Royalties ETF | 1.4 | 75 | -17 | 4.5 | -3.7 |
MEM | Matthews Emerging Markets Equity Active ETF | 1.4 | 79 | -21 | 5.3 | -2.9 |
GLIF | AGF Global Infrastructure ETF | 1.3 | 45 | 13 | 5.6 | -2.6 |
QTUM | Defiance Quantum ETF | 1.3 | 40 | 18 | 3.8 | -4.4 |
IQM | Franklin Intelligent Machines ETF | 1.3 | 50 | 8 | 2.9 | -5.3 |
MVPS | Amplify Thematic All-Stars ETF | 1.3 | 49 | 9 | 1.5 | -6.7 |
TRFK | Pacer Data and Digital Revolution ETF | 1.3 | 60 | -2 | 3.3 | -4.9 |
YUMY | VanEck Future of Food ETF | 1.3 | 69 | -11 | 4.9 | -3.3 |
FTAG | First Trust Indxx Global Agriculture ETF | 1.3 | 70 | -12 | 10.1 | +1.9 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 1.2 | 20 | 38 | 6.6 | -1.6 |
UFO | Procure Space ETF | 1.2 | 75 | -17 | -1.4 | -9.6 |
ARKX | ARK Space Exploration & Innovation ETF | 1.1 | 75 | -17 | 1.6 | -6.6 |
IDAT | iShares Future Cloud 5G and Tech ETF | 1.0 | 47 | 11 | 4.1 | -4.0 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 1.0 | 46 | 12 | 5.5 | -2.7 |
HAP | VanEck Natural Resources ETF | 1.0 | 50 | 8 | 8.6 | +0.4 |
MOO | VanEck Agribusiness ETF | 1.0 | 53 | 5 | 9.2 | +1.0 |
DWX | SPDR S&P International Dividend ETF | 0.9 | 45 | 13 | 6.7 | -1.5 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 0.8 | 75 | -17 | 4.7 | -3.5 |
HTEC | ROBO Global Healthcare Technology and Innovation ETF | 0.8 | 68 | -10 | 1.1 | -7.1 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 0.8 | 59 | -1 | 3.8 | -4.3 |
MDEV | First Trust Indxx Medical Devices ETF | 0.8 | 70 | -12 | 3.4 | -4.8 |
PBD | Invesco Global Clean Energy ETF | 0.8 | 75 | -17 | -2.2 | -10.4 |
AGNG | Global X Aging Population ETF | 0.7 | 50 | 8 | 3.9 | -4.3 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.7 | 45 | 13 | 3.2 | -5.0 |
CHAT | Roundhill Generative AI & Technology ETF | 0.7 | 75 | -17 | 2.5 | -5.6 |
WDNA | WisdomTree BioRevolution Fund | 0.7 | 45 | 13 | -4.3 | -12.4 |
CANC | Tema Oncology ETF | 0.7 | 75 | -17 | -4.1 | -12.3 |
FDVV | Fidelity High Dividend ETF | 0.7 | 15 | 43 | 8.5 | +0.3 |
DFE | WisdomTree Europe SmallCap Dividend Fund | 0.7 | 58 | 0 | 10.8 | +2.6 |
SUPL | ProShares Supply Chain Logistics ETF | 0.6 | 58 | 0 | 12.3 | +4.1 |
AWAY | ETFMG Travel Tech ETF | 0.6 | 76 | -18 | -3.7 | -11.9 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 0.5 | 75 | -17 | 3.1 | -5.0 |
IQRA | IQ CBRE Real Assets ETF | 0.5 | 65 | -7 | 5.8 | -2.4 |
FIXT | Procure Disaster Recovery Strategy ETF | 0.5 | 75 | -17 | 3.8 | -4.4 |
EIRL | iShares MSCI Ireland ETF | 0.5 | 50 | 8 | 5.1 | -3.1 |
FAN | First Trust Global Wind Energy ETF | 0.4 | 60 | -2 | 5.6 | -2.6 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.4 | 39 | 19 | 11.2 | +3.0 |
EWO | iShares MSCI Austria ETF | 0.4 | 50 | 8 | 13.5 | +5.4 |
DWLD | Davis Select Worldwide ETF | 0.4 | 63 | -5 | 5.7 | -2.5 |
ISHP | First Trust Nasdaq Retail ETF | 0.4 | 60 | -2 | 3.0 | -5.2 |
FEEM | FlexShares ESG & Climate Emerging Markets Core Index ETF | 0.4 | 18 | 40 | 7.7 | -0.5 |
FDNI | First Trust Dow Jones International Internet ETF | 0.4 | 65 | -7 | 2.5 | -5.7 |
BUYZ | Franklin Disruptive Commerce ETF | 0.4 | 50 | 8 | 1.8 | -6.4 |
DFNL | Davis Select Financial ETF | 0.4 | 63 | -5 | 7.0 | -1.2 |
FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 0.4 | 80 | -22 | 10.7 | +2.5 |
SHLD | Global X Defense Tech ETF | 0.4 | 50 | 8 | 4.9 | -3.3 |
LNGG | Roundhill Alerian LNG ETF | 0.3 | 65 | -7 | 8.3 | +0.1 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 0.3 | 49 | 9 | 5.7 | -2.5 |
CGV | Conductor Global Equity Value ETF | 0.3 | 130 | -72 | 10.2 | +2.0 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 0.3 | 45 | 13 | 1.2 | -6.9 |
ARVR | First Trust Indxx Metaverse ETF | 0.3 | 70 | -12 | 2.4 | -5.8 |
FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 0.3 | 39 | 19 | -3.2 | -11.4 |
ETEC | iShares Breakthrough Environmental Solutions ETF | 0.3 | 47 | 11 | 5.3 | -2.8 |
GWX | SPDR S&P International Small Cap ETF | 0.3 | 40 | 18 | 5.2 | -3.0 |
PRAY | FIS Christian Stock Fund | 0.3 | 69 | -11 | 5.7 | -2.5 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.3 | 75 | -17 | 4.6 | -3.6 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.3 | 62 | -4 | 3.5 | -4.7 |
FMIL | Fidelity New Millennium ETF | 0.3 | 59 | -1 | 4.0 | -4.2 |
SDIV | Global X Superdividend ETF | 0.2 | 58 | 0 | 16.4 | +8.2 |
IGPT | Invesco AI and Next Gen Software ETF | 0.2 | 60 | -2 | 3.3 | -4.8 |
FMET | Fidelity Metaverse ETF | 0.2 | 39 | 19 | 4.2 | -4.0 |
GGME | Invesco Next Gen Media and Gaming ETF | 0.2 | 60 | -2 | 3.6 | -4.6 |
IVRS | iShares Future Metaverse Tech and Communications ETF | 0.2 | 47 | 11 | -2.9 | -11.1 |
AHOY | Newday Ocean Health ETF | 0.2 | 75 | -17 | 5.6 | -2.6 |
BOTZ | Global X Robotics & Artificial Intelligence ETF | 0.2 | 69 | -11 | 1.6 | -6.5 |
CUT | Invesco MSCI Global Timber ETF | 0.2 | 61 | -3 | 8.4 | +0.2 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 0.1 | 45 | 13 | -4.0 | -12.2 |
PIO | Invesco Global Water ETF | 0.1 | 75 | -17 | 4.4 | -3.7 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 0.1 | 47 | 11 | 5.4 | -2.8 |
VEGI | iShares MSCI Agriculture Producers ETF | 0.1 | 39 | 19 | 9.1 | +0.9 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 0.1 | 46 | 12 | 9.3 | +1.2 |
QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fun | 0.1 | 40 | 18 | 7.1 | -1.0 |
LIT | Global X Lithium & Battery Tech ETF | 0.1 | 75 | -17 | 9.9 | +1.8 |
CRIT | Optica Rare Earths & Critical Materials ETF Optica Rare Eart | 0.1 | 85 | -27 | 8.1 | -0.1 |
BATT | Amplify Lithium & Battery Technology ETF | 0.1 | 59 | -1 | 3.6 | -4.6 |
ZSB | USCF Sustainable Battery Metals Strategy Fund | 0.1 | 61 | -3 | 17.7 | +9.5 |
ION | ProShares S&P Global Core Battery Metals ETF | 0.1 | 58 | 0 | 9.9 | +1.7 |
SETM | Sprott Energy Transition Materials ETF | 0.1 | 65 | -7 | 6.2 | -2.0 |
NIKL | Sprott Nickel Miners ETF | 0.1 | 75 | -17 | 9.3 | +1.1 |
REMX | VanEck Rare Earth/Strategic Metals ETF | 0.1 | 54 | 4 | 11.8 | +3.6 |
DMAT | Global X Disruptive Materials ETF | 0.1 | 59 | -1 | 10.5 | +2.3 |
SANE | Subversive Mental Health ETF | 0.0 | 75 | -17 | 0.4 | -7.7 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.0 | 33 | 25 | 7.0 | -1.2 |
EATV | VegTech Plant-based Innovation & Climate ETF | 0.0 | 75 | -17 | 0.9 | -7.3 |
HYDR | Global X Hydrogen ETF | 0.0 | 50 | 8 | -12.4 | -20.6 |
FRNW | Fidelity Clean Energy ETF | 0.0 | 39 | 19 | 3.7 | -4.5 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 0.0 | 49 | 9 | 6.3 | -1.9 |
SMOG | VanEck Low Carbon Energy ETF | 0.0 | 61 | -3 | 3.2 | -5.0 |
RNRG | Global X Renewable Energy Producers ETF | 0.0 | 66 | -8 | 4.9 | -3.3 |
TAN | Invesco Solar ETF | 0.0 | 67 | -9 | 7.3 | -0.8 |
ICLN | iShares Global Clean Energy ETF | 0.0 | 41 | 17 | 4.2 | -4.0 |
SPEM | SPDR Portfolio Emerging Markets ETF | 0.0 | 7 | 51 | 1.6 | -6.6 |
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 | |
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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
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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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