VanEck Indonesia Index ETF
ALTAR
Score™		 9.5% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 10.2x P/Sales
ratio		 1.0x
P/BV
ratio		 1.2x Div.
yield		 5.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
VanEck Vectors Indonesia Index ETF is an exchange traded fund incorporated in the USA. The Fund's objective is to replicate as closely as possible the price and yield performance of the VanEck Vectors Indonesia Index.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Van Eck Associates Corp
Website www.vaneck.com
Inception date Jan 15, 2009
Assets (mns) $32
Currency USD
Expense ratio 57 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 69
Wgt avg mkt cap (mns) $14,545
Large cap (>$10bn) 47.6%
Mid cap ($2-10bn) 36.7%
Small cap (<$2bn) 15.7%
Developed mkts 4.8%
Emerging mkts 95.2%

TOP TEN HOLDINGS
BANK RAKYAT INDONESIA 8.5 %
BANK CENTRAL ASIA PT 8.3 %
PT TELEKOMUNIKASI INDONESIA (PERSE 8.1 %
BANK MANDIRI TBK 7.7 %
ASTRA INTERNATIONAL TBK PT 5.6 %
BARITO RENEWABLE 3.5 %
PT GOTO GOJEK TOKOPEDIA TBK 3.1 %
PT AMMAN MINERAL INTERNASIONAL TBK 2.9 %
BANK NEGARA INDONESIA PT 2.8 %
BARITO PACIFIC TBK PT 2.4 %
Total 52.9 %

TOP COUNTRY EXPOSURE
INDONESIA 83.1 %
SINGAPORE 3.7 %
HONG KONG 2.0 %
THAILAND 1.8 %
AUSTRALIA 1.6 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-34.2% -24.4% -7.6% -3.5% 4.0%

Market Correlations
versus... Beta R-squared
S&P500 0.59 8%
MSCI EAFE 0.65 16%
MSCI Emg. Mkts. 0.41 11%

Technical Indicators
Recent close $11.31
30d moving avg. $11.52
Annualized volatility 18.2%
Short interest (ETF) 0.5%
Relative strength (RSI) 38

Liquidity measures
Avg. volume (thou.) 136
Turnover 4.9%
Bid/Ask (% of price) 0.53%
ADV underlying (mns) $151

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 192 potential alternatives to the VanEck Indonesia Index ETF ETF based on the alternatives' overlap in portfolio holdings with IDX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IDX Expense: 57 bp ALTAR Score™: 9.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IDX
Ticker Fund
Name		 Overlap1
vs IDX
(%)		 Expense
ratio
(bp)		 Savings
vs IDX
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IDX
(%)
JIVE JPMorgan International Value ETF 9.7 55 2 8.0 -1.5
DVYE iShares Emerging Markets Dividend ETF 7.6 49 8 17.7 +8.2
ASEA Global X FTSE Southeast Asia ETF 7.6 65 -8 5.3 -4.2
EDOG ALPS Emerging Sector Dividend Dogs ETF 6.1 60 -3 10.4 +0.8
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 4.0 80 -23 11.6 +2.1
PID Invesco International Dividend Achievers ETF 3.8 53 4 4.0 -5.5
NIKL Sprott Nickel Miners ETF 3.6 75 -18 8.2 -1.3
GOEX Global X Gold Explorers ETF 3.6 65 -8 2.2 -7.4
SDEM Global X MSCI SuperDividend Emerging Markets ETF 3.5 67 -10 12.3 +2.8
OBOR KraneShares MSCI One Belt One Road Index ETF 3.3 79 -22 7.2 -2.4
XC WisdomTree Emerging Markets Ex-China Fund 3.0 32 25 6.3 -3.2
SDIV Global X Superdividend ETF 2.4 58 -1 13.7 +4.2
FEM First Trust Emerging Markets AlphaDEX Fund 2.4 80 -23 8.5 -1.0
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 2.4 69 -12 6.9 -2.7
CGV Conductor Global Equity Value ETF 2.4 130 -73 7.4 -2.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.2 78 -21 9.3 -0.2
IPOS Renaissance International IPO ETF 2.2 80 -23 0.0 -9.5
IQDF FlexShares International Quality Dividend Index Fund 2.1 47 10 7.2 -2.3
DEM WisdomTree Emerging Markets High Dividend Fund 2.1 63 -6 9.8 +0.3
ROAM Hartford Multifactor Emerging Markets ETF 2.1 44 13 7.1 -2.5
ECOW Pacer Emerging Markets Cash Cows 100 ETF 2.0 70 -13 9.3 -0.3
ION ProShares S&P Global Core Battery Metals ETF 2.0 58 -1 5.2 -4.3
RNRG Global X Renewable Energy Producers ETF 2.0 66 -9 4.3 -5.2
WWJD Inspire International ETF 1.8 80 -23 6.2 -3.4
VIDI Vident International Equity Strategy ETF 1.8 61 -4 7.8 -1.8
EMMF WisdomTree Emerging Markets Multifactor Fund 1.7 48 9 7.9 -1.6
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 1.7 58 -1 7.9 -1.6
UEVM VictoryShares Emerging Markets Value Momentum ETF 1.7 45 12 9.3 -0.3
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 1.5 90 -33 3.3 -6.2
JADE JPMorgan Active Developing Markets Equity ETF 1.5 65 -8 5.6 -3.9
SETM Sprott Energy Transition Materials ETF 1.4 65 -8 1.5 -8.0
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 1.4 44 13 9.2 -0.4
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.4 86 -29 0.3 -9.3
RNEM First Trust Emerging Markets Equity Select ETF 1.3 75 -18 7.9 -1.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 1.3 59 -2 7.9 -1.7
AVXC Avantis Emerging Markets Ex-China Equity ETF 1.3 33 24 5.6 -3.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.3 47 10 6.9 -2.7
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 1.1 24 33 4.8 -4.8
CUT Invesco MSCI Global Timber ETF 1.1 61 -4 8.3 -1.2
AVES Avantis Emerging Markets Value ETF 1.1 36 21 8.4 -1.2
GMET VanEck Green Metals ETF 1.0 63 -6 0.6 -9.0
XCNY SPDR S&P Emerging Markets ex-China ETF 1.0 15 42 5.4 -4.2
CARZ First Trust NASDAQ Global Auto Index Fund 1.0 70 -13 2.0 -7.5
ICPY Tweedy, Browne International Insider Value ETF 1.0 80 -23 20.9 +11.4
COPY Tweedy, Browne Insider + Value ETF 1.0 80 -23 14.5 +5.0
FDEM Fidelity Emerging Markets Multifactor ETF 0.9 25 32 9.7 +0.1
PXH Invesco FTSE RAFI Emerging Markets ETF 0.9 49 8 12.9 +3.4
AVEM Avantis Emerging Markets Equity ETF 0.9 33 24 6.5 -3.0
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.9 39 18 13.2 +3.7
THD iShares MSCI Thailand ETF 0.9 58 -1 0.0 -9.5
GDX VanEck Gold Miners ETF 0.9 51 6 2.9 -6.6
BLES Inspire Global Hope ETF 0.9 61 -4 5.6 -3.9
MOO VanEck Agribusiness ETF 0.9 53 4 9.3 -0.3
GMF SPDR S&P Emerging Asia Pacific ETF 0.9 49 8 8.2 -1.4
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.9 70 -13 6.1 -3.4
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.8 88 -31 7.5 -2.0
DVYA iShares Asia/Pacific Dividend ETF 0.8 49 8 7.1 -2.5
VEXC Vanguard Emerging Markets Ex-China ETF 0.8 7 50 5.4 -4.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.8 49 8 7.0 -2.6
XCEM Columbia EM Core ex-China ETF 0.8 16 41 4.5 -5.1
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.8 35 22 9.6 +0.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.8 32 25 6.8 -2.7
GVAL Cambria Global Value ETF 0.8 68 -11 8.3 -1.3
BINV Brandes International ETF 0.8 70 -13 8.4 -1.1
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.7 33 24 6.2 -3.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.7 36 21 7.0 -2.5
VEGI iShares MSCI Agriculture Producers ETF 0.7 39 18 7.8 -1.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.7 53 4 4.6 -5.0
FLAX Franklin FTSE Asia Ex Japan ETF 0.7 19 38 6.6 -3.0
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.7 32 25 4.4 -5.1
BKEM BNY Mellon Emerging Markets Equity ETF 0.7 11 46 7.3 -2.2
GDXJ VanEck Junior Gold Miners ETF 0.7 52 5 2.9 -6.7
AVSE Avantis Responsible Emerging Markets Equity ETF 0.7 33 24 6.1 -3.4
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.7 15 42 7.4 -2.2
SPEM SPDR Portfolio Emerging Markets ETF 0.7 7 50 9.0 -0.5
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.7 42 15 7.2 -2.4
ECON Columbia Emerging Markets Consumer ETF 0.7 49 8 6.0 -3.6
ICOP iShares Copper and Metals Mining ETF 0.7 47 10 5.1 -4.5
EMXF iShares ESG Advanced MSCI EM ETF 0.7 16 41 6.3 -3.3
FRDM Freedom 100 Emerging Markets ETF 0.7 49 8 4.8 -4.8
EDIV SPDR S&P Emerging Markets Dividend ETF 0.6 49 8 8.7 -0.8
VWO Vanguard FTSE Emerging Markets ETF 0.6 7 50 8.8 -0.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.6 66 -9 6.6 -2.9
SCHE Schwab Emerging Markets Equity ETF 0.6 11 46 9.1 -0.5
DFEV Dimensional Emerging Markets Value ETF 0.6 43 14 8.7 -0.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -23 8.7 -0.8
EEMA iShares MSCI Emerging Markets Asia ETF 0.5 49 8 7.0 -2.5
FTRI First Trust Indxx Global Natural Resources Income ETF 0.5 70 -13 6.6 -2.9
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.5 72 -15 2.0 -7.5
EMGF iShares Emerging Markets Equity Factor ETF 0.5 25 32 8.2 -1.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.5 65 -8 6.2 -3.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.5 15 42 8.2 -1.3
AFK VanEck Africa Index ETF 0.5 98 -41 10.5 +1.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.5 38 19 6.5 -3.1
DLS WisdomTree International SmallCap Dividend Fund 0.5 58 -1 7.3 -2.3
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 32 6.3 -3.2
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 22 6.4 -3.1
WOOD iShares Global Timber & Forestry ETF 0.5 42 15 11.4 +1.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.5 30 27 7.1 -2.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.5 25 32 4.6 -4.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.5 46 11 7.7 -1.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.4 50 7 7.5 -2.0
EEMO Invesco S&P Emerging Markets Momentum ETF 0.4 29 28 5.7 -3.8
IEMG iShares Core MSCI Emerging Markets ETF 0.4 9 48 7.7 -1.9
STXE Strive Emerging Markets Ex-China ETF 0.4 32 25 4.7 -4.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.4 70 -13 6.3 -3.2
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.4 95 -38 9.4 -0.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.4 45 12 7.4 -2.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.4 41 16 4.4 -5.2
AVDS Avantis International Small Cap Equity ETF 0.4 30 27 5.9 -3.6
CGXU Capital Group International Focus Equity ETF 0.4 54 3 3.5 -6.0
AVDV Avantis International Small Cap Value ETF 0.4 36 21 7.6 -2.0
EEM iShares MSCI Emerging Markets ETF 0.4 69 -12 7.2 -2.3
NUEM Nuveen ESG Emerging Markets Equity ETF 0.4 36 21 5.6 -3.9
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.4 86 -29 13.1 +3.6
IGRO iShares International Dividend Growth ETF 0.4 15 42 6.7 -2.8
EYLD Cambria Emerging Shareholder Yield ETF 0.4 66 -9 8.5 -1.1
RCGE RockCreek Global Equality ETF 0.3 95 -38 6.0 -3.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.3 30 27 7.3 -2.2
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 34 7.2 -2.3
SCHY Schwab International Dividend Equity ETF 0.3 14 43 8.3 -1.2
ICLN iShares Global Clean Energy ETF 0.3 41 16 1.7 -7.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 49 6.1 -3.4
DISV Dimensional International Small Cap Value ETF 0.3 42 15 7.9 -1.6
VYMI Vanguard International High Dividend Yield ETF 0.3 17 40 7.8 -1.7
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 18 7.5 -2.1
VIGI Vanguard International Dividend Appreciation ETF 0.3 10 47 6.0 -3.5
FEOE First Eagle Overseas Equity ETF 0.3 79 -22 6.0 -3.5
DTH WisdomTree International High Dividend Fund 0.2 58 -1 7.2 -2.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 39 6.1 -3.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 18 6.6 -2.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.2 30 27 6.1 -3.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 16 5.8 -3.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 18 6.8 -2.7
VSGX Vanguard ESG International Stock ETF 0.2 10 47 6.3 -3.3
VXUS Vanguard Total International Stock ETF 0.2 5 52 6.4 -3.2
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 20 6.9 -2.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 8 5.9 -3.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 53 6.4 -3.1
GCOW Pacer Global Cash Cows Dividend ETF 0.2 60 -3 9.4 -0.2
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 50 6.4 -3.2
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 27 6.2 -3.3
GLOF iShares Global Equity Factor ETF 0.2 20 37 5.4 -4.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 37 5.7 -3.8
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 32 7.6 -1.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 17 6.0 -3.5
HAP VanEck Natural Resources ETF 0.1 50 7 6.8 -2.8
SCHC Schwab International Small-Cap Equity ETF 0.1 11 46 6.4 -3.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 33 6.8 -2.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 23 6.1 -3.4
DFIS Dimensional International Small Cap ETF 0.1 39 18 6.0 -3.5
DXIV Dimensional International Vector Equity ETF 0.1 34 23 6.4 -3.1
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -1 6.2 -3.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 7 4.5 -5.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 16 6.4 -3.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 48 4.7 -4.8
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.1 19 38 5.4 -4.2
IPAC iShares Core MSCI Pacific ETF 0.1 9 48 5.4 -4.1
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 40 12.1 +2.6
VT Vanguard Total World Stock ETF 0.1 6 51 4.9 -4.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 18 6.0 -3.5
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.1 10 47 8.4 -1.2
VPL Vanguard FTSE Pacific ETF 0.1 7 50 4.9 -4.6
APIE ActivePassive International Equity ETF 0.1 45 12 6.2 -3.3
DFIC Dimensional International Core Equity 2 ETF 0.1 23 34 6.1 -3.4
INEQ Columbia International Equity Income ETF 0.1 45 12 7.7 -1.8
ACWI iShares MSCI ACWI ETF 0.1 32 25 4.5 -5.0
DEW WisdomTree Global High Dividend Fund 0.1 58 -1 7.2 -2.4
WSML iShares MSCI World Small-Cap ETF 0.0 15 42 5.2 -4.3
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.0 12 45 8.4 -1.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.0 25 32 5.8 -3.8
AQLT iShares MSCI Global Quality Factor ETF 0.0 18 39 0.0 -9.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 45 4.3 -5.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 37 4.6 -4.9
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.0 42 15 3.8 -5.7
AVDE Avantis International Equity ETF 0.0 23 34 6.1 -3.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 17 5.6 -4.0
DFAI Dimensional International Core Equity Market ETF 0.0 18 39 5.9 -3.6
XT iShares Exponential Technologies ETF 0.0 46 11 3.8 -5.8
VEA Vanguard FTSE Developed Markets ETF 0.0 3 54 5.7 -3.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 32 7.1 -2.4
IEFA iShares Core MSCI EAFE ETF 0.0 7 50 6.0 -3.5
DWM WisdomTree International Equity Fund 0.0 48 9 5.5 -4.0
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 53 5.9 -3.6
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -32 4.1 -5.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 54 5.6 -3.9
BKIE BNY Mellon International Equity ETF 0.0 4 53 5.9 -3.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 37 5.7 -3.8
JHMD John Hancock Multifactor Developed International ETF 0.0 39 18 6.0 -3.5
SCHF Schwab International Equity ETF 0.0 6 51 5.7 -3.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 12 6.5 -3.0
AVIV Avantis International Large Cap Value ETF 0.0 25 32 6.8 -2.7

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:		 VanEck Indonesia Index ETF
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 11.9 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 57 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		 1.53
 
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.