iShares Europe ETF
ALTAR
Score™		 6.1% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 13.5x P/Sales
ratio		 1.4x
P/BV
ratio		 1.8x Div.
yield		 3.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares S&P Europe 350 Index fund seeks investment results that correspond to the price and yield performance of Standard & Poor's Europe 350 Index. The index consists primarily of large cap stocks traded in Europe's developed-country equity markets.

FUND BASICS
Category International Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date Jul 25, 2000
Assets (mns) $1,664
Currency USD
Expense ratio 67 bp
Distributions Semi-Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication n/a
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 362
Wgt avg mkt cap (mns) $123,671
Large cap (>$10bn) 95.3%
Mid cap ($2-10bn) 4.5%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NOVO NORDISK A/S-B 3.9 %
ASML HOLDING NV 3.4 %
NESTLE SA-REG 2.6 %
SHELL PLC 2.2 %
LVMH MOET HENNESSY LOUIS VUI 2.1 %
ASTRAZENECA PLC 2.0 %
NOVARTIS AG 1.9 %
SAP AG 1.7 %
ROCHE HOLDING LTD 1.7 %
TOTAL SA 1.6 %
Total 23.0 %

TOP COUNTRY EXPOSURE
BRITAIN 21.0 %
FRANCE 16.5 %
SWITZERLAND 14.9 %
GERMANY 12.8 %
NETHERLANDS 8.5 %
DENMARK 5.6 %
SWEDEN 4.3 %
SPAIN 4.1 %
ITALY 3.6 %
IRELAND 1.9 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.6% 10.4% 7.3% 4.0% 4.8%

Market Correlations
versus... Beta R-squared
S&P500 0.95 76%
MSCI EAFE 1.10 96%
MSCI Emg. Mkts. 0.85 60%

Technical Indicators
Recent close $54.57
30d moving avg. $50.07
Annualized volatility 19.3%
Short interest (ETF) 0.3%
Relative strength (RSI) 78

Liquidity measures
Avg. volume (thou.) 305
Turnover 1.0%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $22,846

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 455 potential alternatives to the iShares Europe ETF ETF based on the alternatives' overlap in portfolio holdings with IEV. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IEV Expense: 67 bp ALTAR Score™: 6.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IEV
Ticker Fund
Name		 Overlap1
vs IEV
(%)		 Expense
ratio
(bp)		 Savings
vs IEV
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IEV
(%)
DBEU Xtrackers MSCI Europe Hedged Equity ETF 89.4 46 21 6.3 +0.2
BBEU JPMorgan BetaBuilders Europe ETF 88.9 9 58 6.7 +0.6
FLEE Franklin FTSE Europe ETF 88.5 9 58 6.8 +0.7
IEUR iShares Core MSCI Europe ETF 83.5 11 56 -1.3 -7.4
VGK Vanguard FTSE Europe ETF 82.1 11 56 6.8 +0.7
SPEU SPDR Portfolio Europe ETF 81.3 7 60 6.6 +0.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 71.6 25 42 7.4 +1.3
EFA iShares MSCI EAFE ETF 61.8 35 32 6.4 +0.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 61.4 20 47 6.3 +0.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 58.5 36 31 6.4 +0.3
IQSI IQ Candriam International Equity ETF 57.0 15 52 6.4 +0.3
ESGD iShares ESG Aware MSCI EAFE ETF 56.4 20 47 6.3 +0.2
GSID Goldman Sachs MarketBeta International Equity ETF 55.9 20 47 6.7 +0.6
DOL WisdomTree International LargeCap Dividend Fund 54.9 48 19 7.7 +1.7
HFXI IQ FTSE International Equity Currency Neutral ETF 54.5 20 47 6.8 +0.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 53.6 30 37 6.8 +0.8
IEFA iShares Core MSCI EAFE ETF 53.4 7 60 2.7 -3.4
EFG iShares MSCI EAFE Growth ETF 51.9 36 31 4.1 -2.0
JHMD John Hancock Multifactor Developed International ETF 51.9 39 28 7.4 +1.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 50.5 35 32 6.4 +0.3
FLEU Franklin FTSE Eurozone ETF 50.0 9 58 6.7 +0.6
BKIE BNY Mellon International Equity ETF 50.0 4 63 6.9 +0.8
DWM WisdomTree International Equity Fund 49.9 48 19 7.8 +1.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 49.9 40 27 7.8 +1.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 49.9 45 22 6.2 +0.2
EZU iShares MSCI Eurozone ETF 49.8 52 15 6.2 +0.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 48.3 14 53 6.2 +0.1
DIVI Franklin International Core Dividend Tilt Index ETF 47.9 9 58 8.0 +1.9
JIRE JPMorgan International Research Enhanced Equity ETF 47.8 24 43 6.7 +0.6
IDEV iShares Core MSCI International Developed Markets ETF 47.7 4 63 6.7 +0.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 47.7 45 22 8.5 +2.4
DMXF iShares ESG Advanced MSCI EAFE ETF 47.1 12 55 5.4 -0.7
IQLT iShares MSCI Intl Quality Factor ETF 47.0 30 37 5.7 -0.4
EFV iShares MSCI EAFE Value ETF 46.8 34 33 9.1 +3.0
VEA Vanguard FTSE Developed Markets ETF 45.3 5 62 7.0 +0.9
SCHF Schwab International Equity ETF 44.9 6 61 7.0 +0.9
SPDW SPDR Portfolio Developed World ex-US ETF 44.9 3 64 6.9 +0.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 44.5 20 47 6.9 +0.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 44.4 25 42 7.4 +1.4
DFAI Dimensional International Core Equity Market ETF 43.5 18 49 6.9 +0.8
CWI SPDR MSCI ACWI ex-US ETF 40.9 30 37 6.8 +0.7
VYMI Vanguard International High Dividend Yield ETF 39.9 22 45 9.7 +3.6
ACWX iShares MSCI ACWI ex U.S. ETF 39.7 34 33 6.7 +0.6
FNDF Schwab Fundamental International Large Co. Index ETF 39.6 25 42 9.1 +3.0
EUDG WisdomTree Europe Quality Dividend Growth Fund 39.2 58 9 6.0 -0.1
RFEU First Trust Riverfront Dynamic Europe ETF 38.5 83 -16 8.7 +2.7
IDHQ Invesco S&P International Developed High Quality ETF 38.4 29 38 5.8 -0.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 38.0 41 26 6.7 +0.6
OEUR ALPS O'Shares Europe Quality Dividend ETF 38.0 48 19 5.7 -0.4
IQIN IQ 500 International ETF 37.9 25 42 8.8 +2.7
INTF iShares International Equity Factor ETF 37.7 15 52 7.8 +1.8
VEU Vanguard FTSE All-World ex-US Index Fund 37.2 8 59 7.2 +1.1
IVLU iShares MSCI Intl Value Factor ETF 37.0 30 37 10.6 +4.6
UMMA Wahed Dow Jones Islamic World ETF 36.8 65 2 4.3 -1.8
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 36.8 51 16 6.8 +0.7
CIL VictoryShares International Volatility Wtd ETF 36.4 45 22 6.9 +0.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 36.0 39 28 7.6 +1.5
IMTM iShares MSCI Intl Momentum Factor ETF 35.5 30 37 6.8 +0.8
DFSI Dimensional International Sustainability Core 1 ETF 35.0 24 43 6.2 +0.2
FEZ SPDR EURO STOXX 50 ETF 34.8 29 38 6.2 +0.1
IXUS iShares Core MSCI Total International Stock ETF 34.3 7 60 6.9 +0.8
VXUS Vanguard Total International Stock ETF 33.8 7 60 7.1 +1.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 31.8 39 28 7.3 +1.2
ISZE iShares MSCI Intl Size Factor ETF 31.6 30 37 6.6 +0.5
DIHP Dimensional International High Profitability ETF 31.5 29 38 6.9 +0.8
VSGX Vanguard ESG International Stock ETF 31.0 12 55 6.8 +0.8
DFIC Dimensional International Core Equity 2 ETF 30.8 23 44 7.4 +1.3
FIVA Fidelity International Value Factor ETF 30.7 18 49 9.3 +3.2
NUDM Nuveen ESG International Developed Markets Equity ETF 28.7 31 36 6.4 +0.3
HEDJ WisdomTree Europe Hedged Equity Fund 28.6 58 9 8.4 +2.3
AVDE Avantis International Equity ETF 28.1 23 44 7.9 +1.8
DFIV Dimensional International Value ETF 27.9 27 40 9.8 +3.7
TPIF Timothy Plan International ETF 27.4 62 5 6.7 +0.6
IQDG WisdomTree International Quality Dividend Growth Fund 26.8 42 25 5.8 -0.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 26.8 58 9 5.6 -0.5
FDEV Fidelity International Multifactor ETF 26.6 18 49 7.5 +1.4
RFDI First Trust Riverfront Dynamic Developed International ETF 26.5 83 -16 9.0 +2.9
QINT American Century Quality Diversified International ETF 26.0 39 28 7.4 +1.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 25.4 22 45 6.2 +0.1
DTH WisdomTree International High Dividend Fund 24.6 58 9 10.1 +4.1
FEP First Trust Europe AlphaDEX Fund 24.2 80 -13 8.6 +2.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 23.9 32 35 6.7 +0.6
DWMF WisdomTree International Multifactor Fund 22.8 38 29 7.3 +1.2
OSEA Harbor International Compounders ETF 22.7 55 12 3.7 -2.4
FICS First Trust International Developed Capital Strength ETF 22.7 70 -3 6.1 +0.0
JIG JPMorgan International Growth ETF 22.6 55 12 4.3 -1.8
JPIN J.P. Morgan Diversified Return International Equity ETF 22.5 37 30 8.7 +2.6
FLGB Franklin FTSE United Kingdom ETF 22.4 9 58 8.3 +2.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 22.0 24 43 8.6 +2.5
EWU iShares MSCI United Kingdom ETF 22.0 50 17 7.8 +1.8
VIGI Vanguard International Dividend Appreciation ETF 21.9 15 52 5.6 -0.5
IGRO iShares International Dividend Growth ETF 21.9 15 52 7.1 +1.0
IQDE FlexShares International Quality Dividend Defensive Index ET 21.6 47 20 10.7 +4.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 21.2 30 37 7.8 +1.7
BKCI BNY Mellon Concentrated International ETF 21.2 80 -13 5.2 -0.9
IQDF FlexShares International Quality Dividend Index Fund 21.2 47 20 10.7 +4.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 20.9 80 -13 5.4 -0.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 20.3 29 38 8.8 +2.7
EUDV ProShares MSCI Europe Dividend Growers ETF 20.2 55 12 5.0 -1.1
CGGO Capital Group Global Growth Equity ETF 19.3 47 20 4.3 -1.8
WWJD Inspire International ETF 19.2 80 -13 7.1 +1.1
FEUZ First Trust Eurozone AlphaDEX ETF 19.1 80 -13 8.3 +2.2
AVIV Avantis International Large Cap Value ETF 19.1 25 42 8.9 +2.8
DGT SPDR Global Dow ETF 19.0 50 17 6.7 +0.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 18.6 42 25 6.8 +0.7
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 18.6 20 47 10.7 +4.6
CGXU Capital Group International Focus Equity ETF 18.6 54 13 4.1 -1.9
IXG iShares Global Financials ETF 18.5 42 25 6.8 +0.8
FIDI Fidelity International High Dividend ETF 18.4 18 49 10.1 +4.0
QWLD SPDR MSCI World StrategicFactors ETF 18.1 30 37 6.1 -0.0
EUFN iShares MSCI Europe Financials ETF 18.0 51 16 8.1 +2.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 18.0 80 -13 5.6 -0.4
EWQ iShares MSCI France ETF 17.9 53 14 5.4 -0.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 17.7 9 58 9.8 +3.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 17.3 47 20 10.3 +4.2
TOK iShares MSCI Kokusai ETF 17.2 26 41 5.3 -0.8
ESGG FlexShares STOXX Global ESG Select Index Fund 17.0 42 25 5.1 -1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 16.8 9 58 5.5 -0.6
IDMO Invesco S&P International Developed Momentum ETF 16.7 25 42 7.0 +0.9
IOO iShares Global 100 ETF 16.7 41 26 4.8 -1.3
IDLV Invesco S&P International Developed Low Volatility ETF 16.6 25 42 5.8 -0.2
VWID Virtus WMC International Dividend ETF 16.2 49 18 9.4 +3.3
URTH iShares MSCI World ETF 16.2 24 43 5.4 -0.7
CID VictoryShares International High Div Volatility Wtd ETF 16.0 45 22 9.5 +3.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 15.9 50 17 5.1 -1.0
EXI iShares Global Industrials ETF 15.7 42 25 4.7 -1.4
ESGN Columbia International ESG Equity Income ETF 15.7 45 22 9.0 +2.9
UIVM VictoryShares International Value Momentum ETF 15.6 35 32 10.7 +4.6
RODE Hartford Multifactor Diversified International ETF 15.2 29 38 11.5 +5.5
ACWI iShares MSCI ACWI ETF 14.5 32 35 5.5 -0.6
TTAI FCF International Quality ETF 14.5 59 8 7.4 +1.3
DEW WisdomTree Global High Dividend Fund 14.5 58 9 9.1 +3.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 14.3 9 58 5.7 -0.4
BLES Inspire Global Hope ETF 14.1 61 6 6.3 +0.2
FKU First Trust United Kingdom AlphaDEX Fund 14.0 80 -13 7.5 +1.4
IXJ iShares Global Healthcare ETF 14.0 42 25 6.1 +0.0
EWL iShares MSCI Switzerland ETF 13.8 50 17 4.1 -2.0
WRND IQ Global Equity R&D Leaders ETF 13.7 18 49 7.2 +1.1
FLSW Franklin FTSE Switzerland ETF 13.6 9 58 5.1 -1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 13.3 65 2 8.4 +2.3
DIVS SmartETFs Dividend Builder ETF 13.3 65 2 4.7 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 13.1 20 47 5.6 -0.5
DBGR Xtrackers MSCI Germany Hedged Equity ETF 12.9 45 22 6.4 +0.3
EWG iShares MSCI Germany ETF 12.9 50 17 6.5 +0.4
AIVI WisdomTree International AI Enhanced Value Fund 12.8 58 9 8.0 +2.0
FLGR Franklin FTSE Germany ETF 12.7 9 58 7.1 +1.0
VT Vanguard Total World Stock ETF 12.7 7 60 5.8 -0.3
AGQI First Trust Active Global Quality Income ETF 12.6 85 -18 5.8 -0.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 12.5 80 -13 10.8 +4.7
DAX Global X DAX Germany ETF 12.4 21 46 6.9 +0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 12.0 12 55 5.1 -1.0
IDOG ALPS International Sector Dividend Dogs ETF 12.0 50 17 11.6 +5.5
RAYD Rayliant Quantitative Developed Market Equity ETF 11.8 80 -13 4.5 -1.6
JHID John Hancock International High Dividend ETF 11.7 46 21 11.5 +5.4
GDVD R3 Global Dividend Growth ETF 11.5 88 -21 5.8 -0.3
MOTG VanEck Morningstar Global Wide Moat ETF 11.5 52 15 5.8 -0.3
IPKW Invesco International BuyBack Achievers ETF 11.4 55 12 9.1 +3.0
NTZG Nuveen Global Net Zero Transition ETF 11.2 56 11 4.9 -1.2
GLOF iShares Global Equity Factor ETF 11.0 20 47 7.1 +1.0
RXI iShares Global Consumer Discretionary ETF 10.7 41 26 5.5 -0.5
KXI iShares Global Consumer Staples ETF 10.5 41 26 5.6 -0.5
DMDV AAM S&P Developed Markets High Dividend Value ETF 10.1 39 28 12.7 +6.6
DWX SPDR S&P International Dividend ETF 9.8 45 22 7.1 +1.0
LVHI Franklin International Low Volatility High Dividend Index ET 9.8 40 27 10.2 +4.1
IDV iShares International Select Dividend ETF 9.8 51 16 12.3 +6.2
WLDR Affinity World Leaders Equity ETF 9.8 67 0 8.5 +2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 9.7 25 42 6.1 -0.0
HART IQ Healthy Hearts ETF 9.6 45 22 5.3 -0.7
KOCG FIS Knights of Columbus Global Belief ETF 9.6 75 -8 5.3 -0.8
GVAL Cambria Global Value ETF 9.5 68 -1 12.3 +6.3
FYLD Cambria Foreign Shareholder Yield ETF 9.5 59 8 12.0 +5.9
DSTX Distillate International Fundamental Stability & Value ETF 9.1 55 12 8.0 +2.0
SCHY Schwab International Dividend Equity ETF 8.9 14 53 9.3 +3.2
VIDI Vident International Equity Strategy ETF 8.9 61 6 11.9 +5.8
SXUS Janus Henderson International Sustainable Equity ETF 8.2 60 7 4.6 -1.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 8.0 46 21 8.8 +2.7
FSZ First Trust Switzerland AlphaDEX Fund 8.0 80 -13 4.1 -2.0
FDD First Trust Stoxx European Select Dividend Index Fund 7.9 58 9 12.9 +6.8
MOTI VanEck Morningstar International Moat ETF 7.8 58 9 6.9 +0.8
GNR SPDR S&P Global Natural Resources ETF 7.7 40 27 9.2 +3.1
OCEN IQ Clean Oceans ETF 7.5 45 22 5.3 -0.8
TEMP JPMorgan Climate Change Solutions ETF 7.4 49 18 4.7 -1.4
EWN iShares MSCI Netherlands ETF 7.3 50 17 4.7 -1.4
KOIN Capital Link Global Fintech Leaders ETF 7.3 75 -8 4.6 -1.5
DIM WisdomTree International MidCap Dividend Fund 7.2 58 9 7.7 +1.6
CLNR IQ Cleaner Transport ETF 7.1 45 22 8.3 +2.2
MXI iShares Global Materials ETF 7.1 41 26 6.6 +0.6
FID First Trust S&P International Dividend Aristocrats ETF 7.1 60 7 9.8 +3.8
SDG iShares MSCI Global Sustainable Development Goals ETF 7.0 49 18 5.8 -0.3
FGM First Trust Germany AlphaDEX Fund 7.0 80 -13 9.2 +3.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 7.0 56 11 13.9 +7.8
LUX Tema Luxury ETF 6.8 75 -8 3.3 -2.8
EFAS Global X MSCI SuperDividend EAFE ETF 6.8 57 10 9.7 +3.6
TOLL Tema Monopolies and Oligopolies ETF 6.7 75 -8 2.6 -3.5
LUXX Roundhill S&P Global Luxury ETF 6.6 45 22 2.7 -3.4
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 6.6 45 22 6.2 +0.2
XT iShares Exponential Technologies ETF 6.5 46 21 3.9 -2.2
SAGP Strategas Global Policy Opportunities ETF 6.3 65 2 4.5 -1.6
GDOC Goldman Sachs Future Health Care Equity ETF 6.3 75 -8 3.2 -2.9
JSTC Adasina Social Justice All Cap Global ETF 6.1 89 -22 4.8 -1.3
WDIV SPDR S&P Global Dividend ETF 6.0 40 27 10.2 +4.2
BNE Blue Horizon BNE ETF 6.0 87 -20 5.0 -1.1
IXC iShares Global Energy ETF 5.9 44 23 8.2 +2.1
FILL iShares MSCI Global Energy Producers ETF 5.9 39 28 9.0 +2.9
IXN iShares Global Tech ETF 5.8 41 26 4.3 -1.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.7 58 9 4.6 -1.5
JRNY ALPS Global Travel Beneficiaries ETF 5.7 65 2 0.0 -6.1
GCOW Pacer Global Cash Cows Dividend ETF 5.7 60 7 13.6 +7.5
EDEN iShares MSCI Denmark ETF 5.6 53 14 6.2 +0.1
GINN Goldman Sachs Innovate Equity ETF 5.4 52 15 2.7 -3.4
IMOM Alpha Architect International Quantitative Momentum ETF 5.4 49 18 7.3 +1.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 5.1 70 -3 4.6 -1.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.9 45 22 4.9 -1.2
GSFP Goldman Sachs Future Planet Equity ETF 4.9 75 -8 4.5 -1.5
ICOW Pacer Developed Markets International Cash Cows 100 ETF 4.9 65 2 12.8 +6.7
FINE Themes European Luxury ETF 4.6 35 32 -2.2 -8.3
KLDW Knowledge Leaders Developed World ETF 4.5 75 -8 4.9 -1.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.4 47 20 5.9 -0.2
GLIF AGF Global Infrastructure ETF 4.4 45 22 5.5 -0.6
EWD iShares MSCI Sweden ETF 4.2 54 13 6.0 -0.1
AGNG Global X Aging Population ETF 4.2 50 17 4.1 -2.0
EWI iShares MSCI Italy ETF 4.1 50 17 8.2 +2.1
CANC Tema Oncology ETF 4.0 75 -8 -4.4 -10.5
BECO BlackRock Future Climate and Sustainable Economy ETF 4.0 70 -3 13.7 +7.6
EWP iShares MSCI Spain ETF 4.0 50 17 8.5 +2.4
JXI iShares Global Utilities ETF 3.8 43 24 6.7 +0.6
INNO Harbor Disruptive Innovation ETF 3.7 75 -8 -3.5 -9.6
BLLD JPMorgan Sustainable Infrastructure ETF 3.6 49 18 6.2 +0.1
CGUS Capital Group Core Equity ETF 3.6 33 34 4.7 -1.4
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.5 55 12 3.6 -2.4
ROBO ROBO Global Robotics & Automation Index ETF 3.5 95 -28 2.8 -3.2
ACWV iShares MSCI Global Min Vol Factor ETF 3.5 20 47 6.7 +0.6
LOUP Innovator Deepwater Frontier Tech ETF 3.5 70 -3 2.3 -3.8
TINY ProShares Nanotechnology ETF 3.4 58 9 1.9 -4.2
IVAL Alpha Architect International Quantitative Value ETF 3.2 49 18 5.8 -0.3
FPAG FPA Global Equity ETF 3.2 49 18 5.7 -0.4
NETZ TCW Transform Systems ETF 3.1 75 -8 3.4 -2.7
IMFL Invesco International Developed Dynamic Multifactor ETF 3.1 34 33 10.6 +4.6
FNDC Schwab Fundamental International Small Co. Index ETF 3.1 39 28 6.9 +0.8
IXP iShares Global Comm Services ETF 3.0 42 25 5.3 -0.8
HAP VanEck Natural Resources ETF 3.0 50 17 9.5 +3.4
VCLN Virtus Duff & Phelps Clean Energy ETF 2.9 59 8 3.5 -2.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.9 79 -12 5.1 -0.9
CARZ First Trust NASDAQ Global Auto Index Fund 2.9 70 -3 3.5 -2.6
CGGR Capital Group Growth ETF 2.9 39 28 3.5 -2.6
GBUY Goldman Sachs Future Consumer Equity ETF 2.8 75 -8 3.1 -3.0
IDNA iShares Genomics Immunology and Healthcare ETF 2.8 47 20 -5.2 -11.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.8 61 6 -4.0 -10.1
DTEC ALPS Disruptive Technologies ETF 2.7 50 17 3.3 -2.8
BMED Future Health ETF 2.7 85 -18 0.2 -5.9
PAWZ ProShares Pet Care ETF 2.6 50 17 4.0 -2.1
IDRV iShares Self-driving EV & Tech ETF 2.6 47 20 -0.5 -6.6
NXTG First Trust Indxx NextG ETF 2.6 70 -3 6.0 -0.1
IBOT Vaneck Robotics ETF 2.6 47 20 3.7 -2.4
CLOD Themes Cloud Computing ETF 2.6 35 32 3.7 -2.4
SHPP Pacer Industrials and Logistics ETF 2.6 60 7 8.9 +2.8
ANEW ProShares MSCI Transformational Changes ETF 2.6 45 22 3.3 -2.7
AIQ Global X Artificial Intelligence & Technology ETF 2.5 68 -1 4.2 -1.9
MVPS Amplify Thematic All-Stars ETF 2.5 49 18 1.7 -4.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 2 1.6 -4.5
GII SPDR S&P Global Infrastructure ETF 2.4 40 27 5.0 -1.1
IGF iShares Global Infrastructure ETF 2.4 41 26 5.0 -1.1
FAN First Trust Global Wind Energy ETF 2.3 60 7 5.5 -0.6
QTUM Defiance Quantum ETF 2.3 40 27 3.9 -2.2
KNCT Invesco Next Gen Connectivity ETF 2.2 40 27 5.9 -0.2
MOTO SmartETFs Smart Transportation & Technology ETF 2.2 68 -1 6.6 +0.5
SNSR Global X Internet of Things ETF 2.2 68 -1 4.3 -1.8
RSHO Tema American Reshoring ETF 2.2 75 -8 3.6 -2.5
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.1 75 -8 4.9 -1.2
PRNT 3D Printing ETF 2.1 66 1 -4.1 -10.1
DINT Davis Select International ETF 2.1 55 12 4.7 -1.4
SANE Subversive Mental Health ETF 2.1 75 -8 0.0 -6.1
ISCF iShares International SmallCap Equity Factor ETF 2.1 23 44 8.8 +2.7
PICK iShares MSCI Global Metals & Mining Producers ETF 2.0 39 28 11.0 +4.9
FDRR Fidelity Dividend ETF for Rising Rates 2.0 15 52 7.9 +1.9
DFIS Dimensional International Small Cap ETF 2.0 39 28 6.7 +0.6
VERS ProShares Metaverse ETF 2.0 58 9 -8.3 -14.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 2.0 47 20 0.7 -5.4
BULD Pacer BlueStar Engineering the Future ETF 2.0 60 7 1.2 -4.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.9 46 21 5.6 -0.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.9 68 -1 1.1 -4.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.8 68 -1 5.3 -0.8
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.8 75 -8 7.8 +1.7
SMOG VanEck Low Carbon Energy ETF 1.8 61 6 3.0 -3.1
IQRA IQ CBRE Real Assets ETF 1.7 65 2 5.9 -0.2
WDNA WisdomTree BioRevolution Fund 1.7 45 22 -4.5 -10.6
TINT ProShares Smart Materials ETF 1.7 58 9 5.6 -0.4
ISHP First Trust Nasdaq Retail ETF 1.6 60 7 3.2 -2.9
OGIG ALPS O'Shares Global Internet Giants ETF 1.6 48 19 0.5 -5.6
LNGG Roundhill Alerian LNG ETF 1.6 65 2 8.5 +2.5
IQM Franklin Intelligent Machines ETF 1.5 50 17 3.1 -3.0
JETS U.S. Global Jets ETF 1.5 60 7 -15.6 -21.7
ARKX ARK Space Exploration & Innovation ETF 1.4 75 -8 1.7 -4.4
IVEG iShares Emergent Food and AgTech Multisector ETF 1.4 47 20 8.3 +2.2
FDVV Fidelity High Dividend ETF 1.4 15 52 8.9 +2.9
DRIV Global X Autonomous & Electric Vehicles ETF 1.4 68 -1 3.4 -2.7
EWK iShares MSCI Belgium ETF 1.4 50 17 7.6 +1.6
MEM Matthews Emerging Markets Equity Active ETF 1.4 79 -12 5.7 -0.4
SYNB Putnam BioRevolution ETF 1.3 70 -3 2.9 -3.2
EFNL iShares MSCI Finland ETF 1.2 56 11 8.0 +1.9
IWTR iShares MSCI Water Management Multisector ETF 1.2 47 20 4.8 -1.3
FDNI First Trust Dow Jones International Internet ETF 1.2 65 2 2.8 -3.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.2 72 -5 2.2 -3.9
UFO Procure Space ETF 1.2 75 -8 -4.0 -10.1
APIE ActivePassive International Equity ETF 1.2 45 22 7.7 +1.7
KROP Global X AgTech & Food Innovation ETF 1.2 50 17 4.7 -1.4
GMET VanEck Green Metals ETF 1.1 63 4 9.8 +3.7
PBD Invesco Global Clean Energy ETF 1.0 75 -8 -3.9 -10.0
DISV Dimensional International Small Cap Value ETF 1.0 42 25 9.2 +3.2
HJEN Direxion Hydrogen ETF 1.0 45 22 -3.2 -9.3
HDRO Defiance Next Gen H2 ETF 1.0 30 37 -11.1 -17.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -18 4.9 -1.2
BTEK Future Tech ETF 1.0 88 -21 2.1 -4.0
ION ProShares S&P Global Core Battery Metals ETF 1.0 58 9 11.6 +5.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.0 56 11 1.7 -4.4
AADR AdvisorShares Dorsey Wright ADR ETF 0.9 110 -43 5.4 -0.7
IDAT iShares Future Cloud 5G and Tech ETF 0.9 47 20 4.5 -1.6
FMIL Fidelity New Millennium ETF 0.9 59 8 4.3 -1.8
DFNL Davis Select Financial ETF 0.9 63 4 6.8 +0.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.9 49 18 6.7 +0.6
IBUY Amplify Online Retail ETF 0.9 65 2 1.8 -4.3
SHLD Global X Defense Tech ETF 0.9 50 17 4.8 -1.2
SEA U.S. Global Sea to Sky Cargo ETF 0.8 60 7 24.1 +18.0
SUPL ProShares Supply Chain Logistics ETF 0.8 58 9 13.1 +7.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -8 3.2 -2.9
NORW Global X MSCI Norway ETF 0.8 50 17 7.5 +1.4
ENOR iShares MSCI Norway ETF 0.8 53 14 7.6 +1.5
EV Mast Global Battery Recycling & Production ETF 0.8 65 2 12.8 +6.7
TOKE Cambria Cannabis ETF 0.8 42 25 -6.2 -12.3
DWLD Davis Select Worldwide ETF 0.8 63 4 5.6 -0.5
BCDF Horizon Kinetics Blockchain Development ETF 0.8 85 -18 -0.7 -6.8
BOTZ Global X Robotics & Artificial Intelligence ETF 0.8 69 -2 2.3 -3.8
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.8 10 57 8.2 +2.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.7 58 9 9.1 +3.0
FTAG First Trust Indxx Global Agriculture ETF 0.7 70 -3 9.1 +3.1
COPX Global X Copper Miners ETF 0.7 65 2 6.9 +0.8
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 0.7 75 -8 -35.0 -41.1
BATT Amplify Lithium & Battery Technology ETF 0.7 59 8 2.9 -3.2
ERET iShares Environmentally Aware Real Estate ETF 0.7 30 37 7.3 +1.2
IFGL iShares International Developed Real Estate ETF 0.7 48 19 7.0 +0.9
WPS iShares International Developed Property ETF 0.7 48 19 7.2 +1.1
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.7 12 55 8.7 +2.6
PSP Invesco Global Listed Private Equity ETF 0.7 106 -39 9.1 +3.0
IEUS iShares MSCI Europe Small-Cap ETF 0.7 42 25 0.0 -6.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.7 40 27 0.0 -6.1
FPXI First Trust International Equity Opportunities ETF 0.7 70 -3 3.6 -2.5
AHOY Newday Ocean Health ETF 0.7 75 -8 5.6 -0.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.7 39 28 -3.5 -9.6
BPAY BlackRock Future Financial and Technology ETF 0.7 70 -3 8.3 +2.2
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.6 85 -18 8.1 +2.0
CGDV Capital Group Dividend Value ETF 0.6 33 34 5.8 -0.3
PIO Invesco Global Water ETF 0.6 75 -8 4.9 -1.2
GGME Invesco Next Gen Media and Gaming ETF 0.6 60 7 4.1 -2.0
TMFG Motley Fool Global Opportunities ETF 0.6 85 -18 3.3 -2.8
BJK VanEck Gaming ETF 0.6 65 2 1.8 -4.3
ODDS Pacer BlueStar Digital Entertainment ETF 0.6 60 7 3.0 -3.1
EIRL iShares MSCI Ireland ETF 0.6 50 17 5.8 -0.3
CUT Invesco MSCI Global Timber ETF 0.6 61 6 8.6 +2.5
IGPT Invesco AI and Next Gen Software ETF 0.6 60 7 3.8 -2.3
TRFK Pacer Data and Digital Revolution ETF 0.6 60 7 4.0 -2.0
CHAT Roundhill Generative AI & Technology ETF 0.6 75 -8 4.2 -1.9
FIXT Procure Disaster Recovery Strategy ETF 0.5 75 -8 5.7 -0.4
DIVZ TrueShares Low Volatility Equity Income ETF 0.5 65 2 8.6 +2.5
DSTL Distillate US Fundamental Stability & Value ETF 0.5 39 28 7.8 +1.7
MAGA Point Bridge America First ETF 0.5 72 -5 6.3 +0.2
POWA Invesco Bloomberg Pricing Power ETF 0.5 40 27 5.1 -1.0
FINX Global X FinTech ETF 0.5 68 -1 3.2 -2.9
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.5 75 -8 5.4 -0.7
EATV VegTech Plant-based Innovation & Climate ETF 0.5 75 -8 1.0 -5.1
ICLN iShares Global Clean Energy ETF 0.5 41 26 4.3 -1.8
EBLU Ecofin Global Water ESG Fund 0.5 40 27 3.9 -2.2
ETEC iShares Breakthrough Environmental Solutions ETF 0.5 47 20 5.3 -0.8
RWO SPDR Dow Jones Global Real Estate ETF 0.5 50 17 6.9 +0.9
RWX SPDR Dow Jones International Real Estate ETF 0.5 59 8 7.2 +1.1
HELX Franklin Genomic Advancements ETF 0.5 50 17 1.7 -4.4
EFRA iShares Environmental Infrastructure and Industrials ETF 0.5 47 20 5.2 -0.9
ERTH Invesco MSCI Sustainable Future ETF 0.5 62 5 3.7 -2.4
EWUS iShares MSCI United Kingdom Small Cap ETF 0.5 59 8 6.2 +0.2
WOOD iShares Global Timber & Forestry ETF 0.5 42 25 9.6 +3.5
RVRB Reverb ETF 0.4 30 37 5.0 -1.1
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.4 18 49 7.9 +1.8
BUYZ Franklin Disruptive Commerce ETF 0.4 50 17 2.1 -4.0
DMAT Global X Disruptive Materials ETF 0.4 59 8 9.9 +3.9
ARKF ARK Fintech Innovation ETF 0.4 75 -8 -2.2 -8.3
WUGI AXS Esoterica NextG Economy ETF 0.4 75 -8 2.1 -3.9
CGV Conductor Global Equity Value ETF 0.4 130 -63 11.3 +5.3
FRNW Fidelity Clean Energy ETF 0.4 39 28 3.7 -2.4
ROYA Tema Global Royalties ETF 0.4 75 -8 4.6 -1.5
MOO VanEck Agribusiness ETF 0.4 53 14 9.4 +3.3
CACG ClearBridge All Cap Growth ESG ETF 0.4 54 13 3.4 -2.7
LRGE ClearBridge Large Cap Growth ESG ETF 0.4 59 8 3.4 -2.7
AVDV Avantis International Small Cap Value ETF 0.4 36 31 8.0 +1.9
DFGR Dimensional Global Real Estate ETF 0.4 22 45 7.1 +1.0
REET iShares Global REIT ETF 0.4 14 53 7.1 +1.1
BITQ Bitwise Crypto Industry Innovators ETF 0.4 85 -18 -4.7 -10.8
STXV Strive 1000 Value ETF 0.4 18 49 7.8 +1.7
AFK VanEck Africa Index ETF 0.4 98 -31 10.0 +4.0
WNDY Global X Wind Energy ETF 0.3 50 17 5.2 -0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -8 4.7 -1.4
CGW Invesco S&P Global Water Index ETF 0.3 57 10 3.8 -2.3
PEX ProShares Global Listed Private Equity ETF 0.3 81 -14 12.2 +6.1
WTRE WisdomTree New Economy Real Estate Fund 0.3 58 9 5.0 -1.0
FFTY Innovator IBD 50 ETF 0.3 80 -13 0.1 -6.0
FDHT Fidelity Digital Health ETF 0.3 39 28 -2.4 -8.5
AVRE Avantis Real Estate ETF 0.3 17 50 6.6 +0.6
CTEC Global X CleanTech ETF 0.3 50 17 1.0 -5.1
BETZ Roundhill Sports Betting & iGaming ETF 0.3 75 -8 1.9 -4.2
EWO iShares MSCI Austria ETF 0.3 50 17 12.5 +6.4
VEGN US Vegan Climate ETF 0.3 60 7 4.7 -1.4
AWAY ETFMG Travel Tech ETF 0.3 76 -9 -4.1 -10.2
FMET Fidelity Metaverse ETF 0.3 39 28 4.4 -1.7
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 20 -5.3 -11.4
CRUZ Defiance Hotel Airline and Cruise ETF 0.3 45 22 -4.9 -11.0
CRAK VanEck Oil Refiners ETF 0.2 61 6 13.1 +7.0
GQRE FlexShares Global Quality Real Estate Index Fund 0.2 45 22 6.9 +0.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 22 1.4 -4.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 34 7.2 +1.1
SRVR Pacer Data & Infrastructure Real Estate ETF 0.2 55 12 2.9 -3.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.2 39 28 -1.3 -7.4
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.2 75 -8 5.2 -0.9
AQWA Global X Clean Water ETF 0.2 50 17 4.3 -1.8
RNRG Global X Renewable Energy Producers ETF 0.2 66 1 4.9 -1.2
CIBR First Trust NASDAQ Cybersecurity ETF 0.2 60 7 3.9 -2.2
RITA ETFB Green SRI REITs ETF 0.1 50 17 6.0 -0.1
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.1 60 7 3.9 -2.2
INDS Pacer Industrial Real Estate ETF 0.1 55 12 6.2 +0.1
ROOF IQ CBRE NextGen Real Estate ETF 0.1 60 7 7.9 +1.8
STRV Strive 500 ETF 0.1 5 62 5.2 -0.9
VEGI iShares MSCI Agriculture Producers ETF 0.1 39 28 9.2 +3.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.1 20 47 5.4 -0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.1 15 52 4.7 -1.3
NLR VanEck Uranium+Nuclear Energy ETF 0.1 61 6 4.5 -1.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 60 6.5 +0.4
IWFH iShares Virtual Work and Life Multisector ETF 0.1 47 20 -3.5 -9.6
SETM Sprott Energy Transition Materials ETF 0.1 65 2 5.3 -0.8
EMC Global X Emerging Markets Great Consumer ETF 0.1 75 -8 4.9 -1.2
EMM Global X Emerging Markets ex-China ETF 0.1 75 -8 3.7 -2.4
SDIV Global X Superdividend ETF 0.1 58 9 17.6 +11.5
IPOS Renaissance International IPO ETF 0.1 80 -13 -168.9 -175.0
FTRI First Trust Indxx Global Natural Resources Income ETF 0.1 70 -3 10.6 +4.5
ECLN First Trust EIP Carbon Impact ETF 0.1 96 -29 5.3 -0.8
GWX SPDR S&P International Small Cap ETF 0.1 40 27 6.6 +0.5
BOAT SonicShares Global Shipping ETF 0.1 69 -2 29.1 +23.0
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.1 86 -19 1.9 -4.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.1 86 -19 1.9 -4.2
OND ProShares On-Demand ETF 0.1 58 9 -2.5 -8.5
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 27 7.1 +1.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 46 3.9 -2.2
PRAY FIS Christian Stock Fund 0.1 69 -2 5.9 -0.2
PTEC Global X PropTech ETF 0.1 50 17 1.7 -4.4
NANC Unusual Whales Subversive Democratic Trading ETF 0.0 75 -8 3.8 -2.3
HYDR Global X Hydrogen ETF 0.0 50 17 -13.6 -19.6
SCHC Schwab International Small-Cap Equity ETF 0.0 11 56 6.4 +0.3
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 60 7.5 +1.4
ARB AltShares Merger Arbitrage ETF -1.6 77 -10 -0.2 -6.3

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:		 iShares Europe ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.0 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 67 bp
Equals: ALTAR Score 6.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.49 CATEGORY
AVERAGE		 1.51
 
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.