WisdomTree Europe Hedged Equity Fund
ALTAR
Score™		 9.5% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 10.5x P/Sales
ratio		 0.9x
P/BV
ratio		 1.4x Div.
yield		 4.1%


  • 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) $1,482
Currency USD
Expense ratio 58 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 146
Wgt avg mkt cap (mns) $90,317
Large cap (>$10bn) 89.7%
Mid cap ($2-10bn) 9.5%
Small cap (<$2bn) 0.8%
Developed mkts 99.6%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BANCO BILBAO VIZCAYA ARGENTA 7.8 %
FIAT CHRYSLER AUTOMOBILES N.V. 6.5 %
ASML HOLDING NV 4.9 %
SIEMENS AG-REG 4.0 %
DEUTSCHE TELEKOM AG 3.6 %
BANCO SANTANDER SA 3.3 %
DAIMLER AG-REGISTERED SHARES 3.2 %
SANOFI-AVENTIS 3.0 %
L'OREAL 2.9 %
LVMH MOET HENNESSY LOUIS VUI 2.9 %
Total 42.1 %

TOP COUNTRY EXPOSURE
GERMANY 24.9 %
FRANCE 23.3 %
NETHERLANDS 17.1 %
SPAIN 15.4 %
BRITAIN 6.5 %
FINLAND 3.9 %
BELGIUM 3.5 %
ITALY 3.0 %
AUSTRIA 0.4 %
IRELAND 0.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.7% 11.4% -6.8% 0.6% 2.5%

Market Correlations
versus... Beta R-squared
S&P500 0.99 24%
MSCI EAFE 1.09 30%
MSCI Emg. Mkts. 0.96 23%

Technical Indicators
Recent close $42.88
30d moving avg. $44.27
Annualized volatility 35.2%
Short interest (ETF) 0.1%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 97
Turnover 0.3%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $6,971

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 392 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™: 9.5%


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
(%)
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 48.5 45 13 6.5 -2.9
EZU iShares MSCI Eurozone ETF 46.6 52 6 6.6 -2.8
FLEU Franklin FTSE Eurozone ETF 45.7 9 49 7.3 -2.2
FEZ SPDR EURO STOXX 50 ETF 44.3 29 29 6.8 -2.6
BBEU JPMorgan BetaBuilders Europe ETF 28.1 9 49 7.1 -2.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 27.8 46 12 6.5 -3.0
OEUR ALPS O'Shares Europe Quality Dividend ETF 27.2 48 10 5.7 -3.8
IEV iShares Europe ETF 26.5 67 -9 6.6 -2.8
FLEE Franklin FTSE Europe ETF 26.3 9 49 7.2 -2.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 26.3 58 0 6.5 -3.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 25.7 25 33 7.2 -2.3
IEUR iShares Core MSCI Europe ETF 24.9 11 47 7.1 -2.4
SPEU SPDR Portfolio Europe ETF 24.3 7 51 7.1 -2.4
VGK Vanguard FTSE Europe ETF 23.2 11 47 7.1 -2.4
EWG iShares MSCI Germany ETF 22.4 50 8 6.4 -3.1
EWQ iShares MSCI France ETF 22.4 53 5 6.3 -3.2
EFG iShares MSCI EAFE Growth ETF 21.7 36 22 4.5 -4.9
DAX Global X DAX Germany ETF 21.4 21 37 6.9 -2.5
FLGR Franklin FTSE Germany ETF 20.9 9 49 7.0 -2.4
DTAN Sparkline International Intangible Value ETF 20.0 55 3 9.2 -0.3
IQSI IQ Candriam International Equity ETF 19.9 15 43 6.6 -2.8
JIRE JPMorgan International Research Enhanced Equity ETF 19.4 24 34 7.1 -2.3
DOL WisdomTree International LargeCap Dividend Fund 19.4 48 10 7.9 -1.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 19.0 35 23 6.6 -2.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 18.9 20 38 6.5 -2.9
DMXF iShares ESG Advanced MSCI EAFE ETF 18.7 12 46 5.5 -3.9
EQIN Columbia US Equity Income ETF 18.7 35 23 8.3 -1.2
ESGD iShares ESG Aware MSCI EAFE ETF 18.5 20 38 6.9 -2.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 18.4 36 22 6.6 -2.9
STXI Strive International Developed Markets ETF 17.9 29 29 6.9 -2.6
OSEA Harbor International Compounders ETF 17.9 55 3 4.3 -5.2
GSID Goldman Sachs MarketBeta International Equity ETF 17.8 20 38 7.0 -2.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 17.7 58 0 6.4 -3.1
IQDG WisdomTree International Quality Dividend Growth Fund 17.7 42 16 6.8 -2.7
EFA iShares MSCI EAFE ETF 17.5 35 23 6.9 -2.6
PATN Pacer Nasdaq International Patent Leaders ETF 17.2 65 -7 6.5 -3.0
HFXI IQ FTSE International Equity Currency Neutral ETF 17.0 20 38 7.1 -2.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 16.8 14 44 6.2 -3.3
NUDM Nuveen ESG International Developed Markets Equity ETF 16.7 31 27 6.7 -2.8
CGIE Capital Group International Equity ETF 16.6 54 4 4.9 -4.5
FGM First Trust Germany AlphaDEX Fund 16.6 80 -22 6.0 -3.5
FENI Fidelity Enhanced International ETF 16.5 28 30 8.1 -1.4
IMFL Invesco International Developed Dynamic Multifactor ETF 16.5 34 24 5.9 -3.6
IQIN IQ 500 International ETF 16.4 25 33 9.2 -0.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 16.3 20 38 6.9 -2.5
EWN iShares MSCI Netherlands ETF 16.2 50 8 5.1 -4.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 16.2 40 18 7.9 -1.5
DWM WisdomTree International Equity Fund 16.1 48 10 8.0 -1.5
BKIE BNY Mellon International Equity ETF 15.9 4 54 7.1 -2.4
UMMA Wahed Dow Jones Islamic World ETF 15.9 65 -7 4.6 -4.9
IDHQ Invesco S&P International Developed High Quality ETF 15.8 29 29 6.5 -3.0
IEFA iShares Core MSCI EAFE ETF 15.5 7 51 7.1 -2.3
FEUZ First Trust Eurozone AlphaDEX ETF 15.5 80 -22 6.7 -2.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 15.4 12 46 5.9 -3.6
BKCI BNY Mellon Concentrated International ETF 15.3 80 -22 4.2 -5.3
JHMD John Hancock Multifactor Developed International ETF 15.1 39 19 7.8 -1.7
IQLT iShares MSCI Intl Quality Factor ETF 15.1 30 28 6.2 -3.2
CGXU Capital Group International Focus Equity ETF 14.9 54 4 4.9 -4.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 14.8 25 33 7.2 -2.2
DIVI Franklin International Core Dividend Tilt Index ETF 14.7 9 49 8.1 -1.3
LUX Tema Luxury ETF 14.6 75 -17 3.0 -6.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 14.5 30 28 7.3 -2.2
LUXX Roundhill S&P Global Luxury ETF 14.3 45 13 2.9 -6.6
QINT American Century Quality Diversified International ETF 14.3 39 19 7.7 -1.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 14.2 32 26 6.0 -3.5
JIG JPMorgan International Growth ETF 14.1 55 3 4.6 -4.8
SCHF Schwab International Equity ETF 13.9 6 52 7.5 -2.0
RFEU First Trust Riverfront Dynamic Europe ETF 13.8 83 -25 11.1 +1.7
IVLU iShares MSCI Intl Value Factor ETF 13.8 30 28 11.4 +2.0
EWP iShares MSCI Spain ETF 13.7 50 8 8.4 -1.1
IDEV iShares Core MSCI International Developed Markets ETF 13.7 4 54 7.1 -2.4
CLNR IQ Cleaner Transport ETF 13.0 45 13 6.8 -2.6
DFSI Dimensional International Sustainability Core 1 ETF 12.7 24 34 6.5 -3.0
SPDW SPDR Portfolio Developed World ex-US ETF 12.6 3 55 7.2 -2.3
FIVA Fidelity International Value Factor ETF 12.6 18 40 10.2 +0.8
VEA Vanguard FTSE Developed Markets ETF 12.4 5 53 7.3 -2.1
CIL VictoryShares International Volatility Wtd ETF 12.3 45 13 7.0 -2.5
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 12.2 51 7 7.1 -2.4
DFAI Dimensional International Core Equity Market ETF 12.2 18 40 7.3 -2.2
INTF iShares International Equity Factor ETF 12.0 15 43 8.2 -1.3
EFV iShares MSCI EAFE Value ETF 11.8 34 24 9.4 -0.0
IDMO Invesco S&P International Developed Momentum ETF 11.8 25 33 5.9 -3.6
JHID John Hancock International High Dividend ETF 11.6 46 12 11.3 +1.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 11.5 41 17 7.4 -2.0
DTH WisdomTree International High Dividend Fund 11.5 58 0 10.1 +0.7
CGGO Capital Group Global Growth Equity ETF 11.5 47 11 4.6 -4.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 11.2 39 19 7.4 -2.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 11.2 39 19 7.5 -1.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 11.2 45 13 8.9 -0.5
CWI SPDR MSCI ACWI ex-US ETF 11.1 30 28 6.9 -2.5
IMTM iShares MSCI Intl Momentum Factor ETF 11.1 30 28 6.3 -3.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 11.0 22 36 6.6 -2.9
DIHP Dimensional International High Profitability ETF 11.0 29 29 7.6 -1.8
SXUS Janus Henderson International Sustainable Equity ETF 10.9 60 -2 4.2 -5.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 10.9 18 40 7.0 -2.4
ACWX iShares MSCI ACWI ex U.S. ETF 10.8 34 24 7.0 -2.5
EUDV ProShares MSCI Europe Dividend Growers ETF 10.7 55 3 5.3 -4.2
FNDF Schwab Fundamental International Large Co. Index ETF 10.5 25 33 9.9 +0.4
DWMF WisdomTree International Multifactor Fund 10.4 38 20 7.4 -2.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 10.2 80 -22 5.6 -3.9
WRND IQ Global Equity R&D Leaders ETF 10.0 18 40 7.5 -2.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 9.9 42 16 8.1 -1.4
DFIC Dimensional International Core Equity 2 ETF 9.8 23 35 7.7 -1.7
IDOG ALPS International Sector Dividend Dogs ETF 9.7 50 8 12.8 +3.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 9.7 58 0 9.2 -0.2
FDEV Fidelity International Multifactor ETF 9.6 18 40 7.8 -1.7
IXUS iShares Core MSCI Total International Stock ETF 9.6 7 51 7.2 -2.3
FEP First Trust Europe AlphaDEX Fund 9.6 80 -22 7.8 -1.7
VEU Vanguard FTSE All-World ex-US Index Fund 9.5 8 50 7.3 -2.2
FICS First Trust International Developed Capital Strength ETF 9.3 70 -12 5.3 -4.2
VIGI Vanguard International Dividend Appreciation ETF 9.3 15 43 6.4 -3.0
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 9.3 9 49 9.9 +0.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 9.2 65 -7 12.8 +3.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 9.1 29 29 8.6 -0.9
EUFN iShares MSCI Europe Financials ETF 9.0 51 7 8.1 -1.3
AVDE Avantis International Equity ETF 9.0 23 35 8.1 -1.4
VXUS Vanguard Total International Stock ETF 9.0 7 51 7.2 -2.3
AVIV Avantis International Large Cap Value ETF 8.9 25 33 9.0 -0.5
DIM WisdomTree International MidCap Dividend Fund 8.9 58 0 7.7 -1.8
TPIF Timothy Plan International ETF 8.8 62 -4 6.8 -2.7
UIVM VictoryShares International Value Momentum ETF 8.8 35 23 11.0 +1.6
AVSD Avantis Responsible International Equity ETF 8.7 23 35 7.1 -2.4
IGRO iShares International Dividend Growth ETF 8.6 15 43 7.5 -1.9
DFIV Dimensional International Value ETF 8.6 27 31 10.0 +0.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 8.4 47 11 9.4 -0.1
VSGX Vanguard ESG International Stock ETF 8.3 12 46 6.8 -2.7
OCEN IQ Clean Oceans ETF 8.2 45 13 6.1 -3.4
IDLV Invesco S&P International Developed Low Volatility ETF 8.2 25 33 6.2 -3.2
LVHI Franklin International Low Volatility High Dividend Index ET 8.0 40 18 10.1 +0.6
TEMP JPMorgan Climate Change Solutions ETF 8.0 49 9 5.5 -4.0
AGQI First Trust Active Global Quality Income ETF 7.9 85 -27 5.9 -3.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 7.8 50 8 5.3 -4.1
EXI iShares Global Industrials ETF 7.7 42 16 4.5 -4.9
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 7.7 65 -7 4.3 -5.1
TTAI FCF International Quality ETF 7.6 59 -1 5.6 -3.9
IQDF FlexShares International Quality Dividend Index Fund 7.5 47 11 12.9 +3.4
KXI iShares Global Consumer Staples ETF 7.5 41 17 5.7 -3.7
MOTI VanEck Morningstar International Moat ETF 7.4 58 0 5.9 -3.6
WWJD Inspire International ETF 7.1 80 -22 7.3 -2.2
RXI iShares Global Consumer Discretionary ETF 7.1 41 17 5.4 -4.1
IQDE FlexShares International Quality Dividend Defensive Index ET 7.1 47 11 14.8 +5.4
VYMI Vanguard International High Dividend Yield ETF 7.1 22 36 9.8 +0.4
MOTG VanEck Morningstar Global Wide Moat ETF 7.1 52 6 5.6 -3.8
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 7.0 80 -22 3.2 -6.3
DSTX Distillate International Fundamental Stability & Value ETF 6.9 55 3 8.0 -1.5
JGLO JPMorgan Global Select Equity ETF 6.9 33 25 4.5 -5.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 6.6 24 34 8.7 -0.8
PCGG Polen Capital Global Growth ETF 6.6 85 -27 3.5 -6.0
RFDI First Trust Riverfront Dynamic Developed International ETF 6.6 83 -25 10.0 +0.5
NTZG Nuveen Global Net Zero Transition ETF 6.6 56 2 4.7 -4.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 6.5 30 28 8.0 -1.5
DMDV AAM S&P Developed Markets High Dividend Value ETF 6.4 39 19 12.1 +2.6
CGDG Capital Group Dividend Growers ETF 6.4 47 11 6.6 -2.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.4 65 -7 8.2 -1.3
VWID Virtus WMC International Dividend ETF 6.3 49 9 9.6 +0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 6.3 42 16 5.1 -4.3
CZAR Themes Natural Monopoly ETF 6.2 35 23 6.3 -3.2
RODE Hartford Multifactor Diversified International ETF 6.0 29 29 11.8 +2.3
FDTX Fidelity Disruptive Technology ETF 5.8 50 8 2.8 -6.7
BINV Brandes International ETF 5.7 70 -12 8.5 -1.0
JPIN J.P. Morgan Diversified Return International Equity ETF 5.7 37 21 8.9 -0.6
FIDI Fidelity International High Dividend ETF 5.7 18 40 10.9 +1.5
BULD Pacer BlueStar Engineering the Future ETF 5.6 60 -2 1.7 -7.7
DGT SPDR Global Dow ETF 5.6 50 8 6.8 -2.7
VIDI Vident International Equity Strategy ETF 5.3 61 -3 10.2 +0.7
IMOM Alpha Architect International Quantitative Momentum ETF 5.3 49 9 5.7 -3.8
IEUS iShares MSCI Europe Small-Cap ETF 5.2 42 16 6.4 -3.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 5.2 45 13 -0.6 -10.0
KOKU Xtrackers MSCI Kokusai Equity ETF 5.1 9 49 5.2 -4.3
BNE Blue Horizon BNE ETF 5.1 87 -29 4.6 -4.9
IBOT Vaneck Robotics ETF 5.1 47 11 4.1 -5.3
OAIM OneAscent International Equity ETF 4.9 95 -37 5.1 -4.3
CARZ First Trust NASDAQ Global Auto Index Fund 4.9 70 -12 3.8 -5.6
DFIS Dimensional International Small Cap ETF 4.8 39 19 6.9 -2.6
PRNT 3D Printing ETF 4.8 66 -8 0.7 -8.8
KOCG FIS Knights of Columbus Global Belief ETF 4.8 75 -17 5.0 -4.4
XT iShares Exponential Technologies ETF 4.7 46 12 4.8 -4.7
GCOW Pacer Global Cash Cows Dividend ETF 4.6 60 -2 12.5 +3.1
DIVS SmartETFs Dividend Builder ETF 4.6 65 -7 5.0 -4.4
FINE Themes European Luxury ETF 4.5 35 23 -2.3 -11.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.5 25 33 5.6 -3.8
CID VictoryShares International High Div Volatility Wtd ETF 4.5 45 13 11.9 +2.5
IOO iShares Global 100 ETF 4.5 41 17 4.8 -4.6
IBAT iShares Energy Storage & Materials ETF 4.5 47 11 3.1 -6.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.5 58 0 4.6 -4.9
BLES Inspire Global Hope ETF 4.4 61 -3 6.4 -3.0
KLMT Invesco MSCI Global Climate 500 ETF 4.3 10 48 5.4 -4.0
TOK iShares MSCI Kokusai ETF 4.3 26 32 5.0 -4.4
TINY ProShares Nanotechnology ETF 4.3 58 0 1.9 -7.6
EFNL iShares MSCI Finland ETF 4.3 56 2 8.0 -1.4
HART IQ Healthy Hearts ETF 4.2 45 13 5.0 -4.5
QWLD SPDR MSCI World StrategicFactors ETF 4.2 30 28 5.9 -3.5
IDV iShares International Select Dividend ETF 4.1 51 7 12.2 +2.8
IXN iShares Global Tech ETF 4.1 41 17 4.5 -5.0
URTH iShares MSCI World ETF 4.1 24 34 5.2 -4.3
AIVI WisdomTree International AI Enhanced Value Fund 4.0 58 0 8.5 -1.0
MOTO SmartETFs Smart Transportation & Technology ETF 3.9 68 -10 7.3 -2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.9 12 46 4.8 -4.7
BIGFX Baron International Growth Retail 3.8 75 -17 3.1 -6.3
GDVD R3 Global Dividend Growth ETF 3.8 88 -30 5.5 -3.9
SCHY Schwab International Dividend Equity ETF 3.8 14 44 9.3 -0.1
KNO AXS Knowledge Leaders ETF 3.7 78 -20 4.9 -4.5
FYLD Cambria Foreign Shareholder Yield ETF 3.7 59 -1 13.6 +4.2
DWX SPDR S&P International Dividend ETF 3.7 45 13 6.5 -3.0
ACWI iShares MSCI ACWI ETF 3.6 32 26 5.3 -4.2
EWK iShares MSCI Belgium ETF 3.5 50 8 7.9 -1.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.5 47 11 5.5 -4.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.5 9 49 5.4 -4.1
IXJ iShares Global Healthcare ETF 3.5 42 16 6.5 -2.9
IXP iShares Global Comm Services ETF 3.5 42 16 5.1 -4.4
DISV Dimensional International Small Cap Value ETF 3.5 42 16 9.1 -0.3
ISCF iShares International SmallCap Equity Factor ETF 3.4 23 35 9.1 -0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.4 20 38 5.2 -4.3
AIQ Global X Artificial Intelligence & Technology ETF 3.4 68 -10 4.0 -5.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 3.3 80 -22 9.1 -0.4
SCZ iShares MSCI EAFE Small-Cap ETF 3.3 40 18 6.6 -2.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.2 79 -21 5.1 -4.4
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.2 55 3 2.9 -6.6
VT Vanguard Total World Stock ETF 3.2 7 51 5.5 -3.9
RGEF Rockefeller Global Equity ETF 3.1 55 3 5.0 -4.5
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -12 1.3 -8.2
FNDC Schwab Fundamental International Small Co. Index ETF 3.1 39 19 7.2 -2.3
GVAL Cambria Global Value ETF 3.1 68 -10 13.1 +3.6
IDNA iShares Genomics Immunology and Healthcare ETF 3.0 47 11 -4.3 -13.7
SNSR Global X Internet of Things ETF 3.0 68 -10 4.6 -4.8
GSFP Goldman Sachs Future Planet Equity ETF 3.0 75 -17 4.2 -5.2
DINT Davis Select International ETF 2.9 55 3 6.0 -3.4
FBOT Fidelity Disruptive Automation ETF 2.9 50 8 3.6 -5.8
SCHC Schwab International Small-Cap Equity ETF 2.9 11 47 6.6 -2.9
MXI iShares Global Materials ETF 2.9 41 17 7.0 -2.5
CLOD Themes Cloud Computing ETF 2.9 35 23 2.6 -6.8
GBUY Goldman Sachs Future Consumer Equity ETF 2.8 75 -17 3.3 -6.1
IPAV Global X Infrastructure Development ex-U.S. ETF 2.8 55 3 9.7 +0.2
NETZ TCW Transform Systems ETF 2.8 75 -17 3.6 -5.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.7 70 -12 3.5 -5.9
ROBO ROBO Global Robotics & Automation Index ETF 2.7 95 -37 3.5 -6.0
BWEB Bitwise Web3 ETF 2.6 85 -27 0.7 -8.7
IDRV iShares Self-driving EV & Tech ETF 2.6 47 11 -0.4 -9.9
DEW WisdomTree Global High Dividend Fund 2.6 58 0 8.5 -0.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.6 56 2 13.5 +4.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.5 49 9 7.0 -2.5
FID First Trust S&P International Dividend Aristocrats ETF 2.5 60 -2 9.0 -0.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.5 65 -7 1.6 -7.8
EFAS Global X MSCI SuperDividend EAFE ETF 2.4 57 1 10.3 +0.8
FDD First Trust Stoxx European Select Dividend Index Fund 2.4 58 0 13.6 +4.2
GLOF iShares Global Equity Factor ETF 2.4 20 38 7.0 -2.5
IVEG iShares Emergent Food and AgTech Multisector ETF 2.4 47 11 8.0 -1.4
SHPP Pacer Industrials and Logistics ETF 2.3 60 -2 9.9 +0.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.2 7 51 6.7 -2.8
BTEK Future Tech ETF 2.2 88 -30 2.3 -7.2
OGIG ALPS O'Shares Global Internet Giants ETF 2.2 48 10 1.9 -7.6
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.2 56 2 1.1 -8.3
DTEC ALPS Disruptive Technologies ETF 2.1 50 8 3.7 -5.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.1 65 -7 0.2 -9.2
KNCT Invesco Next Gen Connectivity ETF 2.0 40 18 5.6 -3.9
TOLL Tema Monopolies and Oligopolies ETF 2.0 75 -17 3.3 -6.1
AVDV Avantis International Small Cap Value ETF 2.0 36 22 8.1 -1.3
WLDR Affinity World Leaders Equity ETF 2.0 67 -9 8.1 -1.4
FPAG FPA Global Equity ETF 2.0 49 9 5.4 -4.0
WDIV SPDR S&P Global Dividend ETF 1.9 40 18 9.4 -0.1
FPXI First Trust International Equity Opportunities ETF 1.9 70 -12 4.9 -4.6
IXG iShares Global Financials ETF 1.9 42 16 6.2 -3.3
CGGR Capital Group Growth ETF 1.9 39 19 3.2 -6.2
BECO BlackRock Future Climate and Sustainable Economy ETF 1.8 70 -12 11.9 +2.5
SYNB Putnam BioRevolution ETF 1.8 70 -12 3.0 -6.4
FDRR Fidelity Dividend ETF for Rising Rates 1.8 15 43 7.4 -2.1
NXTG First Trust Indxx NextG ETF 1.8 70 -12 6.2 -3.2
AIVC Amplify Bloomberg AI Value Chain ETF 1.8 59 -1 5.8 -3.6
IVES Wedbush ETFMG Global Cloud Technology ETF 1.8 68 -10 5.8 -3.7
GINN Goldman Sachs Innovate Equity ETF 1.7 52 6 2.8 -6.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.7 49 9 10.4 +0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 1.6 80 -22 3.8 -5.6
HDRO Defiance Next Gen H2 ETF 1.6 30 28 -21.5 -31.0
IVAL Alpha Architect International Quantitative Value ETF 1.6 49 9 9.5 +0.1
TMFG Motley Fool Global Opportunities ETF 1.6 85 -27 3.2 -6.2
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.5 45 13 5.7 -3.8
EWI iShares MSCI Italy ETF 1.5 50 8 8.1 -1.4
TRFK Pacer Data and Digital Revolution ETF 1.5 60 -2 4.0 -5.4
SAGP Strategas Global Policy Opportunities ETF 1.4 65 -7 5.3 -4.2
AZTD Aztlan Global Stock Selection DM SMID ETF 1.4 75 -17 7.8 -1.7
FTAG First Trust Indxx Global Agriculture ETF 1.4 70 -12 9.7 +0.2
DLS WisdomTree International SmallCap Dividend Fund 1.3 58 0 8.8 -0.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 -3 1.2 -8.2
IQM Franklin Intelligent Machines ETF 1.3 50 8 3.2 -6.2
NATO Themes Transatlantic Defense ETF 1.3 35 23 3.2 -6.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.2 20 38 6.3 -3.1
CHAT Roundhill Generative AI & Technology ETF 1.2 75 -17 3.8 -5.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.2 46 12 4.9 -4.6
CCNR ALPS CoreCommodity Natural Resources ETF 1.2 39 19 11.0 +1.6
IDAT iShares Future Cloud 5G and Tech ETF 1.2 47 11 4.3 -5.2
WDNA WisdomTree BioRevolution Fund 1.1 45 13 -3.8 -13.2
IPKW Invesco International BuyBack Achievers ETF 1.0 55 3 11.0 +1.6
AGNG Global X Aging Population ETF 1.0 50 8 4.2 -5.2
MOO VanEck Agribusiness ETF 1.0 53 5 9.7 +0.3
BLLD JPMorgan Sustainable Infrastructure ETF 1.0 49 9 5.7 -3.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 1.0 75 -17 4.6 -4.9
IQRA IQ CBRE Real Assets ETF 1.0 65 -7 5.2 -4.3
VCLN Virtus Duff & Phelps Clean Energy ETF 1.0 59 -1 3.9 -5.6
GLBL Pacer MSCI World Industry Advantage ETF 1.0 65 -7 4.7 -4.8
PBD Invesco Global Clean Energy ETF 1.0 75 -17 -5.3 -14.7
HAP VanEck Natural Resources ETF 0.9 50 8 10.0 +0.5
KROP Global X AgTech & Food Innovation ETF 0.9 50 8 4.7 -4.8
BOTT Themes Robotics & Automation ETF 0.9 35 23 4.7 -4.7
VICE AdvisorShares Vice ETF 0.9 99 -41 5.0 -4.4
BGRO iShares Large Cap Growth Active ETF 0.9 55 3 3.6 -5.9
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.9 60 -2 0.5 -9.0
TINT ProShares Smart Materials ETF 0.9 58 0 6.4 -3.0
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 13 3.6 -5.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.8 68 -10 -0.1 -9.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.8 39 19 -1.7 -11.1
FMED Fidelity Disruptive Medicine ETF 0.8 50 8 -0.4 -9.8
MDEV First Trust Indxx Medical Devices ETF 0.8 70 -12 4.3 -5.2
HAIL SPDR S&P Kensho Smart Mobility ETF 0.7 45 13 -3.0 -12.5
CANC Tema Oncology ETF 0.7 75 -17 -3.6 -13.0
SUPL ProShares Supply Chain Logistics ETF 0.7 58 0 14.2 +4.8
AWAY ETFMG Travel Tech ETF 0.7 76 -18 -5.2 -14.7
JETS U.S. Global Jets ETF 0.7 60 -2 -13.3 -22.7
DRIV Global X Autonomous & Electric Vehicles ETF 0.7 68 -10 4.8 -4.6
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 0 10.7 +1.3
FAN First Trust Global Wind Energy ETF 0.6 60 -2 5.5 -3.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -22 10.8 +1.4
BTECX Baron Technology 0.6 75 -17 2.4 -7.1
FIXT Procure Disaster Recovery Strategy ETF 0.6 75 -17 5.8 -3.6
FDVV Fidelity High Dividend ETF 0.6 15 43 8.7 -0.8
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -31 4.9 -4.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.5 75 -17 2.9 -6.6
BUYZ Franklin Disruptive Commerce ETF 0.5 50 8 1.8 -7.6
DFNL Davis Select Financial ETF 0.5 63 -5 6.6 -2.8
DWLD Davis Select Worldwide ETF 0.5 63 -5 6.7 -2.8
ISHP First Trust Nasdaq Retail ETF 0.5 60 -2 2.9 -6.6
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.5 18 40 6.8 -2.6
FDNI First Trust Dow Jones International Internet ETF 0.5 65 -7 2.1 -7.3
IBUY Amplify Online Retail ETF 0.5 65 -7 1.4 -8.1
LNGG Roundhill Alerian LNG ETF 0.4 65 -7 9.1 -0.4
ETEC iShares Breakthrough Environmental Solutions ETF 0.4 47 11 8.0 -1.5
EWO iShares MSCI Austria ETF 0.4 50 8 14.1 +4.6
SHLD Global X Defense Tech ETF 0.4 50 8 4.6 -4.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 25 8.2 -1.2
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 19 12.8 +3.4
CGUS Capital Group Core Equity ETF 0.4 33 25 4.4 -5.0
QTUM Defiance Quantum ETF 0.4 40 18 3.6 -5.9
PRAY FIS Christian Stock Fund 0.3 69 -11 5.9 -3.5
EIRL iShares MSCI Ireland ETF 0.3 50 8 7.1 -2.4
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -4 3.6 -5.8
MVPS Amplify Thematic All-Stars ETF 0.3 49 9 2.7 -6.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -17 4.3 -5.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.3 45 13 3.1 -6.3
ARVR First Trust Indxx Metaverse ETF 0.3 70 -12 0.8 -8.7
GWX SPDR S&P International Small Cap ETF 0.2 40 18 6.5 -3.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.2 68 -10 2.1 -7.4
RVRB Reverb ETF 0.2 30 28 4.7 -4.8
THNR Amplify Weight Loss Drug & Treatment ETF 0.2 59 -1 5.2 -4.3
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -2 3.8 -5.7
UFO Procure Space ETF 0.2 75 -17 -2.0 -11.4
STXV Strive 1000 Value ETF 0.2 18 40 7.5 -1.9
FMIL Fidelity New Millennium ETF 0.2 59 -1 4.8 -4.7
CUT Invesco MSCI Global Timber ETF 0.2 61 -3 8.4 -1.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.2 38 20 4.8 -4.7
PIO Invesco Global Water ETF 0.2 75 -17 5.2 -4.3
EFRA iShares Environmental Infrastructure and Industrials ETF 0.2 47 11 4.9 -4.6
FMET Fidelity Metaverse ETF 0.2 39 19 5.4 -4.1
ARKX ARK Space Exploration & Innovation ETF 0.2 75 -17 2.4 -7.1
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -2 3.5 -5.9
ARTY iShares Future AI & Tech ETF 0.2 47 11 3.8 -5.7
IVRS iShares Future Metaverse Tech and Communications ETF 0.2 47 11 -4.9 -14.3
KOMP SPDR S&P Kensho New Economies Composite ETF 0.1 20 38 1.0 -8.4
CRUZ Defiance Hotel Airline and Cruise ETF 0.1 45 13 -4.6 -14.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 37 3.8 -5.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.1 46 12 9.3 -0.1
VEGI iShares MSCI Agriculture Producers ETF 0.1 39 19 9.2 -0.2
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.1 85 -27 8.6 -0.9
ION ProShares S&P Global Core Battery Metals ETF 0.1 58 0 15.5 +6.1
ZSB USCF Sustainable Battery Metals Strategy Fund 0.1 61 -3 18.6 +9.2
NIKL Sprott Nickel Miners ETF 0.1 75 -17 10.2 +0.7
SETM Sprott Energy Transition Materials ETF 0.1 65 -7 6.0 -3.5
REMX VanEck Rare Earth/Strategic Metals ETF 0.1 54 4 13.9 +4.5
DMAT Global X Disruptive Materials ETF 0.1 59 -1 10.5 +1.0
LIT Global X Lithium & Battery Tech ETF 0.1 75 -17 9.1 -0.4
BATT Amplify Lithium & Battery Technology ETF 0.1 59 -1 -0.1 -9.6
LIMI Themes Lithium & Battery Metal Miners ETF 0.1 35 23 4.7 -4.8
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 23 5.1 -4.4
STRV Strive 500 ETF 0.1 5 53 4.9 -4.5
EATV VegTech Plant-based Innovation & Climate ETF 0.1 75 -17 2.1 -7.3
SDG iShares MSCI Global Sustainable Development Goals ETF 0.1 49 9 5.6 -3.8
HYDR Global X Hydrogen ETF 0.0 50 8 -15.6 -25.0
FRNW Fidelity Clean Energy ETF 0.0 39 19 2.6 -6.9
SMOG VanEck Low Carbon Energy ETF 0.0 61 -3 2.4 -7.1
RNRG Global X Renewable Energy Producers ETF 0.0 66 -8 5.5 -3.9
TAN Invesco Solar ETF 0.0 67 -9 10.4 +1.0
ICLN iShares Global Clean Energy ETF 0.0 41 17 6.0 -3.5
TGRW T. Rowe Price Growth Stock ETF 0.0 52 6 3.7 -5.8
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 51 7.3 -2.1

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.0 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 9.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.60
 
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.