WisdomTree Europe Hedged Equity Fund
ALTAR
Score™		 5.9% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.8x 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) $1,855
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 133
Wgt avg mkt cap (mns) $120,259
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
ASML HOLDING NV 7.4 %
BANCO BILBAO VIZCAYA ARGENTA 6.3 %
BANCO SANTANDER SA 5.0 %
SIEMENS AG-REG 4.2 %
LVMH MOET HENNESSY LOUIS VUI 4.2 %
DEUTSCHE TELEKOM AG 3.6 %
SANOFI-AVENTIS 3.5 %
L'OREAL 3.1 %
ANHEUSER-BUSCH INBEV SA/NV 2.6 %
BASF SE 2.1 %
Total 42.1 %

TOP COUNTRY EXPOSURE
GERMANY 21.9 %
FRANCE 20.6 %
SPAIN 19.1 %
NETHERLANDS 18.6 %
ITALY 5.7 %
BELGIUM 4.7 %
FINLAND 4.5 %
LUXEMBOURG 1.7 %
AUSTRIA 0.7 %
IRELAND 0.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
9.8% 17.4% 10.6% 10.6% 9.0%

Market Correlations
versus... Beta R-squared
S&P500 0.89 52%
MSCI EAFE 0.87 75%
MSCI Emg. Mkts. 0.41 43%

Technical Indicators
Recent close $57.23
30d moving avg. $56.97
Annualized volatility 34.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 53
Turnover 0.2%
Bid/Ask (% of price) 0.46%
ADV underlying (mns) $6,948

Distributions


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™: 5.9%


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
(%)
FEZ SPDR EURO STOXX 50 ETF 41.6 29 29 5.6 -0.4
EZU iShares MSCI Eurozone ETF 41.6 52 6 5.5 -0.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 41.0 45 13 5.4 -0.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 30.9 58 0 6.3 +0.3
IQDG WisdomTree International Quality Dividend Growth Fund 28.9 42 16 5.6 -0.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 28.8 58 0 5.2 -0.7
BBEU JPMorgan BetaBuilders Europe ETF 27.3 9 49 6.1 +0.1
FLEE Franklin FTSE Europe ETF 26.6 9 49 6.2 +0.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 25.6 46 12 5.3 -0.7
IEV iShares Europe ETF 24.8 67 -9 5.7 -0.2
IEUR iShares Core MSCI Europe ETF 23.3 11 47 6.2 +0.3
SPEU SPDR Portfolio Europe ETF 22.7 7 51 6.3 +0.4
VGK Vanguard FTSE Europe ETF 22.2 6 52 6.4 +0.5
EFG iShares MSCI EAFE Growth ETF 21.3 36 22 3.7 -2.2
OEFA ALPS O’Shares International Developed Quality Dividend ETF 21.2 48 10 4.8 -1.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 21.1 25 33 6.1 +0.2
EWQ iShares MSCI France ETF 20.3 53 5 6.6 +0.7
DAX Global X DAX Germany ETF 20.0 21 37 6.0 +0.1
CGIE Capital Group International Equity ETF 19.9 54 4 4.4 -1.5
EWG iShares MSCI Germany ETF 19.7 50 8 5.8 -0.1
IQSI IQ Candriam International Equity ETF 19.5 15 43 5.4 -0.5
BKCI BNY Mellon Concentrated International ETF 19.5 80 -22 4.9 -1.1
FLGR Franklin FTSE Germany ETF 19.4 9 49 6.5 +0.6
IVSI Applied Finance IVS International Large ETF 19.0 65 -7 5.7 -0.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 18.2 35 23 5.4 -0.5
JIRE JPMorgan International Research Enhanced Equity ETF 18.1 24 34 5.6 -0.4
PIEL Pacer International Export Leaders ETF 18.1 60 -2 3.9 -2.0
OSEA Harbor International Compounders ETF 17.9 55 3 4.4 -1.6
DTAN Sparkline International Intangible Value ETF 17.8 55 3 6.8 +0.9
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 17.7 42 16 4.0 -1.9
EWN iShares MSCI Netherlands ETF 17.7 50 8 4.4 -1.5
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 17.5 20 38 5.4 -0.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 17.4 14 44 5.1 -0.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 16.7 36 22 5.1 -0.9
PATN Pacer Nasdaq International Patent Leaders ETF 16.5 65 -7 4.0 -1.9
GSID Goldman Sachs MarketBeta International Equity ETF 16.5 20 38 5.6 -0.3
DMXF iShares ESG Advanced MSCI EAFE ETF 16.4 12 46 4.7 -1.3
HEFA iShares Currency Hedged MSCI EAFE ETF 16.3 35 23 5.6 -0.4
FEUZ First Trust Eurozone AlphaDEX ETF 16.3 80 -22 6.4 +0.5
EWP iShares MSCI Spain ETF 16.2 50 8 5.5 -0.4
EFA iShares MSCI EAFE ETF 16.2 35 23 5.5 -0.4
JHMD John Hancock Multifactor Developed International ETF 15.9 39 19 6.0 +0.0
FENI Fidelity Enhanced International ETF 15.8 28 30 5.6 -0.4
NUDM Nuveen ESG International Developed Markets Equity ETF 15.8 31 27 5.3 -0.7
STXI Strive International Developed Markets ETF 15.6 29 29 6.3 +0.4
ESGD iShares ESG Aware MSCI EAFE ETF 15.5 20 38 5.5 -0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 15.0 20 38 5.4 -0.5
BKIE BNY Mellon International Equity ETF 14.7 4 54 17.2 +11.3
DOL WisdomTree International LargeCap Dividend Fund 14.7 48 10 5.4 -0.6
IEFA iShares Core MSCI EAFE ETF 14.4 7 51 5.8 -0.1
FGM First Trust Germany AlphaDEX Fund 14.3 80 -22 5.0 -1.0
IMFL Invesco International Developed Dynamic Multifactor ETF 14.1 34 24 5.0 -0.9
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 14.0 65 -7 4.1 -1.9
QINT American Century Quality Diversified International ETF 13.9 39 19 6.3 +0.4
DIVI Franklin International Core Dividend Tilt Index ETF 13.8 9 49 6.3 +0.4
UMMA Wahed Dow Jones Islamic World ETF 13.8 65 -7 3.5 -2.4
DWM WisdomTree International Equity Fund 13.8 48 10 5.4 -0.5
IDHQ Invesco S&P International Developed High Quality ETF 13.8 29 29 4.8 -1.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 13.7 40 18 5.5 -0.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 13.7 12 46 5.1 -0.8
EUDV ProShares MSCI Europe Dividend Growers ETF 13.2 55 3 5.7 -0.2
IQLT iShares MSCI Intl Quality Factor ETF 12.7 30 28 5.3 -0.7
IDEV iShares Core MSCI International Developed Markets ETF 12.6 4 54 5.8 -0.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 12.3 30 28 5.8 -0.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 12.3 25 33 5.9 -0.1
SCHF Schwab International Equity ETF 12.1 6 52 5.7 -0.3
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 11.8 32 26 5.1 -0.8
WRND IQ Global Equity R&D Leaders ETF 11.8 18 40 4.0 -1.9
INTF iShares International Equity Factor ETF 11.7 15 43 6.2 +0.3
DWMF WisdomTree International Multifactor Fund 11.5 38 20 6.7 +0.8
IVLU iShares MSCI Intl Value Factor ETF 11.4 30 28 7.6 +1.7
DIHP Dimensional International High Profitability ETF 11.2 29 29 5.6 -0.3
SPDW SPDR Portfolio Developed World ex-US ETF 11.2 3 55 5.6 -0.3
VEA Vanguard FTSE Developed Markets ETF 11.1 3 55 5.7 -0.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 11.1 20 38 5.5 -0.5
FEP First Trust Europe AlphaDEX Fund 10.9 80 -22 6.6 +0.7
JIG JPMorgan International Growth ETF 10.8 55 3 3.5 -2.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 10.8 65 -7 7.8 +1.8
IMTM iShares MSCI Intl Momentum Factor ETF 10.8 30 28 4.5 -1.4
EUFN iShares MSCI Europe Financials ETF 10.6 51 7 6.3 +0.3
FIVA Fidelity International Value Factor ETF 10.2 18 40 6.9 +1.0
DFAI Dimensional International Core Equity Market ETF 10.2 18 40 5.8 -0.1
EFV iShares MSCI EAFE Value ETF 10.1 34 24 7.1 +1.2
CWI SPDR MSCI ACWI ex-US ETF 10.0 30 28 6.2 +0.3
FNDF Schwab Fundamental International Large Co. Index ETF 9.8 25 33 7.0 +1.1
FRGN Horizon International Equity ETF 9.8 75 -17 7.6 +1.6
DFSI Dimensional International Sustainability Core 1 ETF 9.7 24 34 5.4 -0.5
EFAD ProShares MSCI EAFE Dividend Growers ETF 9.7 50 8 5.5 -0.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 9.7 39 19 6.6 +0.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 9.6 18 40 6.1 +0.2
ACWX iShares MSCI ACWI ex U.S. ETF 9.6 34 24 6.1 +0.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 9.6 41 17 5.8 -0.1
GCOW Pacer Global Cash Cows Dividend ETF 9.6 60 -2 9.0 +3.1
IGRO iShares International Dividend Growth ETF 9.4 15 43 6.4 +0.5
CGGO Capital Group Global Growth Equity ETF 9.4 47 11 4.0 -1.9
DFIV Dimensional International Value ETF 9.3 27 31 7.3 +1.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 9.2 45 13 6.4 +0.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 9.0 39 19 6.0 +0.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 8.8 58 0 9.2 +3.2
VEU Vanguard FTSE All-World ex-US Index Fund 8.6 4 54 6.5 +0.5
IXUS iShares Core MSCI Total International Stock ETF 8.6 7 51 6.3 +0.4
IDOG ALPS International Sector Dividend Dogs ETF 8.5 50 8 8.9 +3.0
IDMO Invesco S&P International Developed Momentum ETF 8.4 25 33 4.9 -1.0
WWJD Inspire International ETF 8.4 80 -22 6.0 +0.1
VSGX Vanguard ESG International Stock ETF 8.3 10 48 6.3 +0.4
DIM WisdomTree International MidCap Dividend Fund 8.3 58 0 6.1 +0.1
KXI iShares Global Consumer Staples ETF 8.3 41 17 5.4 -0.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 8.3 79 -21 3.7 -2.2
DFIC Dimensional International Core Equity 2 ETF 8.2 23 35 6.0 +0.1
VXUS Vanguard Total International Stock ETF 8.2 5 53 6.4 +0.4
JHID John Hancock International High Dividend ETF 8.0 46 12 7.5 +1.6
AVDE Avantis International Equity ETF 7.9 23 35 5.9 +0.0
AVIV Avantis International Large Cap Value ETF 7.7 25 33 6.6 +0.6
CGXU Capital Group International Focus Equity ETF 7.7 54 4 3.7 -2.3
AVSD Avantis Responsible International Equity ETF 7.7 23 35 5.7 -0.2
CLNR IQ Cleaner Transport ETF 7.7 45 13 4.0 -2.0
EXI iShares Global Industrials ETF 7.6 42 16 3.6 -2.3
DTH WisdomTree International High Dividend Fund 7.5 58 0 6.9 +1.0
TPIF Timothy Plan International ETF 7.5 62 -4 5.4 -0.6
INEQ Columbia International Equity Income ETF 7.3 45 13 7.4 +1.4
OCEN IQ Clean Oceans ETF 7.2 45 13 4.6 -1.3
FDEV Fidelity International Multifactor ETF 7.2 18 40 6.9 +1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.2 65 -7 7.0 +1.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 7.1 9 49 7.4 +1.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 7.0 22 36 5.5 -0.5
DXIV Dimensional International Vector Equity ETF 6.8 34 24 6.3 +0.3
RFDI First Trust Riverfront Dynamic Developed International ETF 6.7 83 -25 7.2 +1.3
AGQI First Trust Active Global Quality Income ETF 6.7 85 -27 6.2 +0.2
FEOE First Eagle Overseas Equity ETF 6.6 79 -21 5.9 -0.0
FINE Themes European Luxury ETF 6.5 35 23 3.8 -2.2
KOCG FIS Knights of Columbus Global Belief ETF 6.5 75 -17 4.6 -1.4
DGT State Street SPDR Global Dow ETF 6.4 50 8 5.5 -0.5
CZAR Themes Natural Monopoly ETF 6.3 35 23 5.3 -0.6
MOTG VanEck Morningstar Global Wide Moat ETF 6.3 52 6 7.8 +1.9
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 6.0 80 -22 3.7 -2.3
IEUS iShares MSCI Europe Small-Cap ETF 5.8 42 16 6.6 +0.6
JIVE JPMorgan International Value ETF 5.7 55 3 7.7 +1.7
FICS First Trust International Developed Capital Strength ETF 5.7 70 -12 6.6 +0.6
IBAT iShares Energy Storage & Materials ETF 5.7 47 11 1.6 -4.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 5.7 80 -22 5.3 -0.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 5.6 24 34 6.7 +0.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 5.4 29 29 6.8 +0.9
MOTO SmartETFs Smart Transportation & Technology ETF 5.4 68 -10 5.6 -0.3
VYMI Vanguard International High Dividend Yield ETF 5.4 17 41 7.5 +1.6
HART IQ Healthy Hearts ETF 5.4 45 13 6.0 +0.1
IOO iShares Global 100 ETF 5.3 41 17 3.8 -2.2
AIVI WisdomTree International AI Enhanced Value Fund 5.3 58 0 5.9 -0.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.3 58 0 3.7 -2.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 5.2 30 28 6.1 +0.2
RXI iShares Global Consumer Discretionary ETF 5.0 41 17 8.5 +2.5
CGDG Capital Group Dividend Growers ETF 5.0 47 11 5.1 -0.9
TTAI FCF International Quality ETF 5.0 59 -1 7.0 +1.1
JGLO JPMorgan Global Select Equity ETF 4.9 33 25 4.2 -1.7
RCGE RockCreek Global Equality ETF 4.9 95 -37 5.8 -0.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 4.9 47 11 6.9 +0.9
PRNT 3D Printing ETF 4.9 66 -8 1.2 -4.8
TINY ProShares Nanotechnology ETF 4.8 58 0 1.4 -4.5
VIGI Vanguard International Dividend Appreciation ETF 4.8 10 48 5.8 -0.2
EWK iShares MSCI Belgium ETF 4.7 50 8 3.7 -2.2
BLES Inspire Global Hope ETF 4.7 61 -3 5.6 -0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 4.7 9 49 4.3 -1.6
BINV Brandes International ETF 4.6 70 -12 8.1 +2.2
FYLD Cambria Foreign Shareholder Yield ETF 4.6 59 -1 9.5 +3.5
IPAV Global X Infrastructure Development ex-U.S. ETF 4.5 55 3 5.8 -0.1
DFIS Dimensional International Small Cap ETF 4.5 39 19 5.9 -0.1
MXI iShares Global Materials ETF 4.5 41 17 5.7 -0.2
JPIN J.P. Morgan Diversified Return International Equity ETF 4.5 37 21 6.8 +0.8
ESGG FlexShares STOXX Global ESG Select Index Fund 4.4 42 16 3.9 -2.0
KLMT Invesco MSCI Global Climate 500 ETF 4.3 10 48 4.8 -1.1
EFNL iShares MSCI Finland ETF 4.3 56 2 5.5 -0.4
MOTI VanEck Morningstar International Moat ETF 4.2 58 0 9.8 +3.9
PCGG Polen Capital Global Growth ETF 4.2 85 -27 3.9 -2.0
CARZ First Trust NASDAQ Global Auto Index Fund 4.2 70 -12 2.4 -3.5
TOK iShares MSCI Kokusai ETF 4.2 26 32 4.2 -1.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 4.2 80 -22 6.5 +0.6
QWLD SPDR MSCI World StrategicFactors ETF 4.2 30 28 5.0 -0.9
SCHY Schwab International Dividend Equity ETF 4.1 14 44 8.3 +2.3
IMOM Alpha Architect International Quantitative Momentum ETF 4.1 49 9 4.5 -1.5
DISV Dimensional International Small Cap Value ETF 4.0 42 16 7.5 +1.6
URTH iShares MSCI World ETF 4.0 24 34 4.2 -1.7
UIVM VictoryShares International Value Momentum ETF 3.9 35 23 7.5 +1.6
DSTX Distillate International Fundamental Stability & Value ETF 3.9 55 3 6.2 +0.3
IXN iShares Global Tech ETF 3.8 41 17 2.6 -3.3
FEGE First Eagle Global Equity ETF 3.8 79 -21 5.7 -0.2
LVHI Franklin International Low Volatility High Dividend Index ET 3.8 40 18 7.3 +1.4
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.8 70 -12 4.1 -1.8
IQDF FlexShares International Quality Dividend Index Fund 3.8 47 11 7.1 +1.2
ROBO ROBO Global Robotics & Automation Index ETF 3.8 95 -37 2.5 -3.5
DIVS SmartETFs Dividend Builder ETF 3.8 65 -7 4.3 -1.7
GEW Cambria Global EW ETF 3.8 29 29 5.2 -0.7
IXP iShares Global Comm Services ETF 3.7 42 16 5.9 -0.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.5 25 33 5.5 -0.5
ACWI iShares MSCI ACWI ETF 3.5 32 26 4.5 -1.4
EWI iShares MSCI Italy ETF 3.5 50 8 10.9 +5.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.4 12 46 4.4 -1.6
AQLT iShares MSCI Global Quality Factor ETF 3.4 18 40 0.0 -5.9
FBOT Fidelity Disruptive Automation ETF 3.3 50 8 2.9 -3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.3 20 38 4.6 -1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.2 9 49 4.7 -1.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.2 47 11 5.0 -0.9
IDLV Invesco S&P International Developed Low Volatility ETF 3.1 25 33 6.1 +0.2
VT Vanguard Total World Stock ETF 3.1 6 52 4.9 -1.1
IDNA iShares Genomics Immunology and Healthcare ETF 3.1 47 11 -0.3 -6.3
IVAL Alpha Architect International Quantitative Value ETF 3.1 49 9 7.3 +1.4
AIQ Global X Artificial Intelligence & Technology ETF 3.0 68 -10 2.7 -3.2
RGEF Rockefeller Global Equity ETF 2.9 55 3 3.8 -2.2
TRFK Pacer Data and Digital Revolution ETF 2.9 60 -2 1.9 -4.0
ISCF iShares International SmallCap Equity Factor ETF 2.9 23 35 7.0 +1.1
IXJ iShares Global Healthcare ETF 2.8 42 16 5.9 0.0
SCZ iShares MSCI EAFE Small-Cap ETF 2.8 40 18 5.9 -0.0
SCHC Schwab International Small-Cap Equity ETF 2.8 11 47 6.4 +0.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.8 49 9 5.8 -0.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.7 65 -7 1.3 -4.6
AGIX KraneShares Artificial Intelligence and Technology ETF 2.7 99 -41 1.1 -4.8
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.6 60 -2 3.4 -2.5
KNO AXS Knowledge Leaders ETF 2.6 78 -20 3.9 -2.1
BWEB Bitwise Web3 ETF 2.6 85 -27 -0.1 -6.0
FNDC Schwab Fundamental International Small Co. Index ETF 2.6 39 19 6.5 +0.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.6 56 2 9.0 +3.1
IXG iShares Global Financials ETF 2.6 42 16 5.7 -0.3
AVDV Avantis International Small Cap Value ETF 2.6 36 22 7.3 +1.3
VIDI Vident International Equity Strategy ETF 2.5 61 -3 7.8 +1.9
DEW WisdomTree Global High Dividend Fund 2.4 58 0 6.9 +1.0
ARTY iShares Future AI & Tech ETF 2.4 47 11 2.3 -3.6
SAGP Strategas Global Policy Opportunities ETF 2.4 65 -7 4.7 -1.2
AVDS Avantis International Small Cap Equity ETF 2.4 30 28 5.7 -0.2
DWX SPDR S&P International Dividend ETF 2.3 45 13 6.6 +0.6
SNSR Global X Internet of Things ETF 2.3 68 -10 3.5 -2.5
FPAG FPA Global Equity ETF 2.3 49 9 5.5 -0.5
FTAG First Trust Indxx Global Agriculture ETF 2.3 70 -12 6.6 +0.6
AKRE Akre Focus ETF 2.3 106 -48 4.1 -1.9
ICPY Tweedy, Browne International Insider Value ETF 2.3 80 -22 19.9 +14.0
OAIM OneAscent International Equity ETF 2.2 95 -37 4.3 -1.7
NXTG First Trust Indxx NextG ETF 2.2 70 -12 3.4 -2.5
CHAT Roundhill Generative AI & Technology ETF 2.2 75 -17 4.3 -1.7
POW VistaShares Electrification Supercycle ETF 2.1 75 -17 2.4 -3.5
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -31 4.3 -1.7
CCNR ALPS CoreCommodity Natural Resources ETF 2.1 39 19 7.7 +1.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.1 8 50 6.1 +0.2
DFE WisdomTree Europe SmallCap Dividend Fund 2.1 58 0 7.3 +1.4
COPY Tweedy, Browne Insider + Value ETF 2.0 80 -22 13.9 +8.0
VCLN Virtus Duff & Phelps Clean Energy ETF 2.0 59 -1 2.7 -3.2
FID First Trust S&P International Dividend Aristocrats ETF 2.0 60 -2 7.4 +1.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.0 59 -1 3.5 -2.4
IDV iShares International Select Dividend ETF 2.0 51 7 8.8 +2.9
XT iShares Exponential Technologies ETF 1.9 46 12 3.9 -2.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.9 68 -10 1.9 -4.0
DLS WisdomTree International SmallCap Dividend Fund 1.9 58 0 7.1 +1.2
BULD Pacer BlueStar Engineering the Future ETF 1.9 60 -2 0.3 -5.7
GLOF iShares Global Equity Factor ETF 1.8 20 38 5.4 -0.6
FDTX Fidelity Disruptive Technology ETF 1.8 50 8 1.6 -4.3
QTUM Defiance Quantum ETF 1.8 40 18 3.8 -2.1
WLDR Affinity World Leaders Equity ETF 1.8 67 -9 5.4 -0.5
NETZ TCW Transform Systems ETF 1.8 75 -17 1.5 -4.5
MDEV First Trust Indxx Medical Devices ETF 1.7 70 -12 4.6 -1.3
WDIV SPDR S&P Global Dividend ETF 1.7 40 18 8.6 +2.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.7 72 -14 2.5 -3.4
EFAS Global X MSCI SuperDividend EAFE ETF 1.7 57 1 6.9 +1.0
IBOT Vaneck Robotics ETF 1.7 47 11 3.3 -2.7
FDHT Fidelity Digital Health ETF 1.7 39 19 1.8 -4.2
FIDI Fidelity International High Dividend ETF 1.7 18 40 6.9 +0.9
SHPP Pacer Industrials and Logistics ETF 1.6 60 -2 6.6 +0.7
CLOD Themes Cloud Computing ETF 1.6 35 23 3.0 -3.0
FPXI First Trust International Equity Opportunities ETF 1.5 70 -12 4.0 -2.0
ACWV iShares MSCI Global Min Vol Factor ETF 1.5 20 38 5.5 -0.4
PBD Invesco Global Clean Energy ETF 1.5 75 -17 0.4 -5.6
DTEC ALPS Disruptive Technologies ETF 1.5 50 8 3.4 -2.5
DINT Davis Select International ETF 1.5 55 3 5.9 -0.1
DWLD Davis Select Worldwide ETF 1.5 63 -5 6.8 +0.9
VOLT Tema Electrification ETF 1.5 75 -17 2.7 -3.3
FDD First Trust Stoxx European Select Dividend Index Fund 1.4 58 0 9.1 +3.2
TCAI Tortoise AI Infrastructure ETF 1.4 65 -7 1.5 -4.5
GINN Goldman Sachs Innovate Equity ETF 1.4 52 6 3.6 -2.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.4 46 12 5.3 -0.7
NATO Themes Transatlantic Defense ETF 1.3 35 23 2.0 -4.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.3 39 19 1.1 -4.8
TOLL Tema Durable Quality ETF 1.3 75 -17 3.9 -2.0
QQLV Invesco QQQ Low Volatility ETF 1.2 25 33 4.2 -1.7
TINT ProShares Smart Materials ETF 1.2 58 0 5.6 -0.3
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 10 2.4 -3.6
WSML iShares MSCI World Small-Cap ETF 1.1 15 43 5.2 -0.7
TMFG Motley Fool Global Opportunities ETF 1.1 85 -27 3.8 -2.2
IQM Franklin Intelligent Machines ETF 1.0 50 8 1.2 -4.7
HEAL Global X HealthTech ETF 1.0 50 8 -1.4 -7.3
SDG iShares MSCI Global Sustainable Development Goals ETF 1.0 49 9 4.4 -1.5
IPKW Invesco International BuyBack Achievers ETF 1.0 55 3 7.6 +1.7
JADE JPMorgan Active Developing Markets Equity ETF 1.0 65 -7 5.7 -0.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.0 75 -17 1.9 -4.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 23 3.4 -2.5
IBLC iShares Blockchain and Tech ETF 0.9 47 11 -1.3 -7.2
HUMN Roundhill Humanoid Robotics ETF 0.9 75 -17 1.4 -4.5
DRIV Global X Autonomous & Electric Vehicles ETF 0.9 68 -10 3.4 -2.6
LOUP Innovator Deepwater Frontier Tech ETF 0.8 70 -12 1.0 -5.0
WAR U.S. Global Tech and Aerospace & Defense ETF 0.8 60 -2 0.2 -5.8
AGNG Global X Aging Population ETF 0.8 50 8 4.1 -1.9
KNCT Invesco Next Gen Connectivity ETF 0.8 40 18 3.0 -3.0
FAN First Trust Global Wind Energy ETF 0.7 60 -2 3.0 -2.9
EWO iShares MSCI Austria ETF 0.7 50 8 6.8 +0.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 20 3.8 -2.1
BGDV Bahl & Gaynor Dividend ETF 0.7 45 13 3.9 -2.0
SUPL ProShares Supply Chain Logistics ETF 0.7 58 0 7.6 +1.6
AWAY ETFMG Travel Tech ETF 0.7 76 -18 1.0 -5.0
JETS U.S. Global Jets ETF 0.7 60 -2 2.6 -3.4
CGUS Capital Group Core Equity ETF 0.6 33 25 3.5 -2.4
IDRV iShares Self-driving EV & Tech ETF 0.6 47 11 1.5 -4.5
GVAL Cambria Global Value ETF 0.6 68 -10 8.0 +2.1
FMED Fidelity Disruptive Medicine ETF 0.6 50 8 -1.0 -7.0
JDOC JPMorgan Healthcare Leaders ETF 0.6 65 -7 3.2 -2.7
BMED Future Health ETF 0.6 85 -27 0.9 -5.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.5 80 -22 8.6 +2.7
WDNA WisdomTree BioRevolution Fund 0.5 45 13 -1.8 -7.7
GWX SPDR S&P International Small Cap ETF 0.5 40 18 5.6 -0.3
AIS VistaShares Artificial Intelligence Supercycle ETF 0.5 75 -17 1.0 -5.0
SLX VanEck Steel ETF 0.5 56 2 9.8 +3.9
SHLD Global X Defense Tech ETF 0.5 50 8 3.2 -2.7
UFO Procure Space ETF 0.5 75 -17 0.1 -5.9
DRNZ REX Drone ETF 0.5 65 -7 -1.9 -7.8
ANEW ProShares MSCI Transformational Changes ETF 0.5 45 13 4.1 -1.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.5 33 25 6.5 +0.6
CUT Invesco MSCI Global Timber ETF 0.4 61 -3 8.0 +2.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 19 7.7 +1.7
EIRL iShares MSCI Ireland ETF 0.4 50 8 6.5 +0.6
CGGR Capital Group Growth ETF 0.3 39 19 2.6 -3.3
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 23 4.1 -1.9
CGW Invesco S&P Global Water Index ETF 0.3 57 1 4.5 -1.4
ETEC iShares Breakthrough Environmental Solutions ETF 0.3 47 11 3.3 -2.7
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -4 3.3 -2.6
BOTZ Global X Robotics & Artificial Intelligence ETF 0.3 69 -11 2.0 -3.9
IXC iShares Global Energy ETF 0.2 44 14 6.9 +0.9
QQQ Invesco QQQ Trust Series I 0.2 20 38 3.3 -2.7
QQQM Invesco NASDAQ 100 ETF 0.2 15 43 3.3 -2.6
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 38 3.2 -2.7
ARB AltShares Merger Arbitrage ETF 0.2 77 -19 2.7 -3.3
PIO Invesco Global Water ETF 0.2 75 -17 4.5 -1.4
EFRA iShares Environmental Infrastructure and Industrials ETF 0.2 47 11 5.0 -0.9
EVX VanEck Environmental Services ETF 0.2 55 3 4.1 -1.9
MOO VanEck Agribusiness ETF 0.2 53 5 8.3 +2.4
KROP Global X AgTech & Food Innovation ETF 0.2 50 8 5.9 0.0
HAP VanEck Natural Resources ETF 0.2 50 8 6.2 +0.3
GNR SPDR S&P Global Natural Resources ETF 0.2 40 18 7.8 +1.9
ION ProShares S&P Global Core Battery Metals ETF 0.1 58 0 6.1 +0.2
LIT Global X Lithium & Battery Tech ETF 0.1 75 -17 5.4 -0.6
LIMI Themes Lithium & Battery Metal Miners ETF 0.1 35 23 3.3 -2.6
REMX VanEck Rare Earth/Strategic Metals ETF 0.1 54 4 3.2 -2.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 37 2.9 -3.0
SRVR Pacer Data & Infrastructure Real Estate ETF 0.1 55 3 4.3 -1.6
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -2 2.4 -3.5
GKAT Scharf Global Opportunity ETF 0.1 57 1 5.7 -0.3
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -17 0.0 -5.9
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 -2 4.4 -1.5
FMET Fidelity Metaverse ETF 0.1 39 19 4.3 -1.6
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -17 4.2 -1.8
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -7 3.4 -2.6
RVRB Reverb ETF 0.1 30 28 3.7 -2.2
IGF iShares Global Infrastructure ETF 0.0 41 17 4.4 -1.6
GII SPDR S&P Global Infrastructure ETF 0.0 40 18 4.4 -1.6
ABLG Abacus FCF International Leaders ETF 0.0 59 -1 6.5 +0.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -7 0.0 -5.9

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

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RESULTS & ESTIMATES

  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:

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™


Calculation of ALTAR Score™
Avg. Return on Equity 13.9 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 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.