iShares Europe ETF
ALTAR
Score™		 6.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 14.3x P/Sales
ratio		 1.5x
P/BV
ratio		 2.0x Div.
yield		 3.2%


  • 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) $2,130
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 364
Wgt avg mkt cap (mns) $103,084
Large cap (>$10bn) 95.0%
Mid cap ($2-10bn) 4.7%
Small cap (<$2bn) 0.0%
Developed mkts 99.9%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SAP AG 2.6 %
ASML HOLDING NV 2.4 %
NESTLE SA-REG 2.4 %
ROCHE HOLDING LTD 1.9 %
NOVARTIS AG 1.9 %
ASTRAZENECA PLC 1.8 %
NOVO NORDISK A/S-B 1.8 %
HSBC HOLDINGS PLC 1.7 %
SHELL PLC 1.7 %
SIEMENS AG-REG 1.6 %
Total 19.9 %

TOP COUNTRY EXPOSURE
BRITAIN 22.6 %
FRANCE 15.5 %
GERMANY 15.5 %
SWITZERLAND 15.4 %
NETHERLANDS 7.7 %
SPAIN 5.1 %
SWEDEN 4.6 %
ITALY 4.5 %
DENMARK 3.5 %
FINLAND 1.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
15.8% 14.2% 13.1% 5.6% 4.5%

Market Correlations
versus... Beta R-squared
S&P500 0.88 59%
MSCI EAFE 1.06 92%
MSCI Emg. Mkts. 0.83 56%

Technical Indicators
Recent close $62.01
30d moving avg. $58.24
Annualized volatility 18.8%
Short interest (ETF) 0.5%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 364
Turnover 1.1%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $15,042

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 458 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™: 6.9%


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
(%)
IEUR iShares Core MSCI Europe ETF 86.3 11 56 7.4 +0.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 85.2 46 21 6.6 -0.3
BBEU JPMorgan BetaBuilders Europe ETF 84.2 9 58 7.2 +0.3
VGK Vanguard FTSE Europe ETF 84.1 11 56 7.4 +0.5
SPEU SPDR Portfolio Europe ETF 83.6 7 60 7.4 +0.5
FLEE Franklin FTSE Europe ETF 81.0 9 58 7.3 +0.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 65.1 25 42 7.4 +0.5
EFA iShares MSCI EAFE ETF 63.5 35 32 7.0 +0.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 63.2 20 47 6.5 -0.4
STXI Strive International Developed Markets ETF 61.4 29 38 7.1 +0.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 58.1 36 31 6.7 -0.2
ESGD iShares ESG Aware MSCI EAFE ETF 58.0 20 47 7.0 +0.1
HFXI IQ FTSE International Equity Currency Neutral ETF 56.4 20 47 7.3 +0.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 56.1 30 37 7.1 +0.2
IEFA iShares Core MSCI EAFE ETF 54.7 7 60 7.3 +0.4
GSID Goldman Sachs MarketBeta International Equity ETF 54.6 20 47 7.2 +0.2
EFV iShares MSCI EAFE Value ETF 53.1 34 33 9.4 +2.5
EZU iShares MSCI Eurozone ETF 51.9 52 15 6.8 -0.1
DOL WisdomTree International LargeCap Dividend Fund 51.5 48 19 7.5 +0.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 51.2 35 32 6.8 -0.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 50.8 45 22 6.7 -0.2
IQSI IQ Candriam International Equity ETF 50.7 15 52 6.7 -0.2
IQLT iShares MSCI Intl Quality Factor ETF 50.1 30 37 6.3 -0.6
JHMD John Hancock Multifactor Developed International ETF 49.6 39 28 7.8 +0.9
DIVI Franklin International Core Dividend Tilt Index ETF 49.4 9 58 8.2 +1.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 49.2 45 22 9.2 +2.3
BKIE BNY Mellon International Equity ETF 49.0 4 63 7.3 +0.4
IDEV iShares Core MSCI International Developed Markets ETF 48.6 4 63 7.3 +0.4
EFG iShares MSCI EAFE Growth ETF 48.6 36 31 4.4 -2.5
JIRE JPMorgan International Research Enhanced Equity ETF 48.0 24 43 7.4 +0.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 46.9 12 55 6.3 -0.7
SCHF Schwab International Equity ETF 46.1 6 61 7.6 +0.7
SPDW SPDR Portfolio Developed World ex-US ETF 46.0 3 64 7.4 +0.5
VEA Vanguard FTSE Developed Markets ETF 45.9 5 62 7.5 +0.6
DWM WisdomTree International Equity Fund 45.2 48 19 7.7 +0.8
DFAI Dimensional International Core Equity Market ETF 45.1 18 49 7.5 +0.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 45.0 14 53 6.4 -0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 44.8 40 27 7.7 +0.8
DMXF iShares ESG Advanced MSCI EAFE ETF 43.6 12 55 5.5 -1.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 42.8 25 42 7.4 +0.4
FENI Fidelity Enhanced International ETF 41.2 28 39 6.9 -0.0
VYMI Vanguard International High Dividend Yield ETF 40.9 22 45 9.9 +3.0
IVLU iShares MSCI Intl Value Factor ETF 40.9 30 37 11.0 +4.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 40.9 20 47 6.7 -0.2
CWI SPDR MSCI ACWI ex-US ETF 40.8 30 37 8.0 +1.1
ACWX iShares MSCI ACWI ex U.S. ETF 40.1 34 33 8.0 +1.1
FNDF Schwab Fundamental International Large Co. Index ETF 39.5 25 42 10.0 +3.1
CIL VictoryShares International Volatility Wtd ETF 39.2 45 22 6.8 -0.1
INTF iShares International Equity Factor ETF 38.7 15 52 7.9 +1.0
IDHQ Invesco S&P International Developed High Quality ETF 38.6 29 38 6.7 -0.2
IMTM iShares MSCI Intl Momentum Factor ETF 38.5 30 37 5.5 -1.4
VEU Vanguard FTSE All-World ex-US Index Fund 37.0 8 59 8.4 +1.5
OEUR ALPS O'Shares Europe Quality Dividend ETF 36.6 48 19 5.9 -1.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 36.2 41 26 7.7 +0.8
DFSI Dimensional International Sustainability Core 1 ETF 36.2 24 43 6.6 -0.3
IMFL Invesco International Developed Dynamic Multifactor ETF 35.9 34 33 6.0 -0.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 35.0 58 9 6.8 -0.1
FEZ SPDR EURO STOXX 50 ETF 34.9 29 38 7.1 +0.2
IXUS iShares Core MSCI Total International Stock ETF 34.7 7 60 8.2 +1.3
UMMA Wahed Dow Jones Islamic World ETF 34.6 65 2 5.3 -1.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 34.4 18 49 8.0 +1.1
VXUS Vanguard Total International Stock ETF 34.1 7 60 8.2 +1.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 33.9 39 28 6.9 +0.0
DFIC Dimensional International Core Equity 2 ETF 32.8 23 44 7.8 +0.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 31.7 39 28 8.6 +1.7
FIVA Fidelity International Value Factor ETF 31.5 18 49 10.5 +3.6
VSGX Vanguard ESG International Stock ETF 31.4 12 55 8.0 +1.1
NUDM Nuveen ESG International Developed Markets Equity ETF 30.9 31 36 6.5 -0.4
IDMO Invesco S&P International Developed Momentum ETF 30.5 25 42 5.5 -1.4
RFEU First Trust Riverfront Dynamic Europe ETF 30.2 83 -16 10.6 +3.6
DIHP Dimensional International High Profitability ETF 30.1 29 38 7.3 +0.4
AVDE Avantis International Equity ETF 29.8 23 44 7.9 +1.0
EFAV iShares MSCI EAFE Min Vol Factor ETF 29.4 22 45 5.8 -1.1
AVSD Avantis Responsible International Equity ETF 29.4 23 44 5.9 -1.1
TPIF Timothy Plan International ETF 28.3 62 5 6.4 -0.5
RFDI First Trust Riverfront Dynamic Developed International ETF 28.3 83 -16 9.8 +2.9
CGIE Capital Group International Equity ETF 27.9 54 13 5.0 -1.9
DFIV Dimensional International Value ETF 27.7 27 40 10.2 +3.3
DWMF WisdomTree International Multifactor Fund 26.3 38 29 7.0 +0.1
FDEV Fidelity International Multifactor ETF 25.9 18 49 7.7 +0.7
HEDJ WisdomTree Europe Hedged Equity Fund 25.6 58 9 6.4 -0.5
QINT American Century Quality Diversified International ETF 25.3 39 28 7.6 +0.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 25.3 80 -13 5.5 -1.4
DTH WisdomTree International High Dividend Fund 24.7 58 9 9.1 +2.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 24.7 32 35 6.0 -1.0
PATN Pacer Nasdaq International Patent Leaders ETF 24.3 65 2 6.6 -0.3
JPIN J.P. Morgan Diversified Return International Equity ETF 24.2 37 30 8.8 +1.9
FEP First Trust Europe AlphaDEX Fund 24.0 80 -13 9.6 +2.7
IDLV Invesco S&P International Developed Low Volatility ETF 23.5 25 42 6.6 -0.3
LVHI Franklin International Low Volatility High Dividend Index ET 23.3 40 27 10.8 +3.9
IGRO iShares International Dividend Growth ETF 23.2 15 52 7.3 +0.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 22.9 30 37 8.4 +1.5
EUFN iShares MSCI Europe Financials ETF 22.6 51 16 8.3 +1.4
EWU iShares MSCI United Kingdom ETF 22.6 50 17 8.6 +1.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 22.2 24 43 7.7 +0.8
DTAN Sparkline International Intangible Value ETF 21.8 55 12 8.4 +1.5
IXG iShares Global Financials ETF 21.8 42 25 6.8 -0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 21.6 42 25 5.6 -1.3
FLGB Franklin FTSE United Kingdom ETF 21.3 9 58 8.0 +1.1
IQDG WisdomTree International Quality Dividend Growth Fund 21.0 42 25 7.1 +0.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 20.9 58 9 6.8 -0.1
DGT SPDR Global Dow ETF 20.9 50 17 7.5 +0.5
FICS First Trust International Developed Capital Strength ETF 20.7 70 -3 6.1 -0.8
AVIV Avantis International Large Cap Value ETF 20.6 25 42 9.1 +2.2
EUDV ProShares MSCI Europe Dividend Growers ETF 20.5 55 12 5.8 -1.1
VIGI Vanguard International Dividend Appreciation ETF 20.5 15 52 6.2 -0.7
QWLD SPDR MSCI World StrategicFactors ETF 20.0 30 37 6.2 -0.8
VWID Virtus WMC International Dividend ETF 20.0 49 18 8.9 +2.0
OSEA Harbor International Compounders ETF 19.9 55 12 4.7 -2.3
FIDI Fidelity International High Dividend ETF 19.8 18 49 9.2 +2.3
FEUZ First Trust Eurozone AlphaDEX ETF 19.8 80 -13 9.6 +2.7
IQDF FlexShares International Quality Dividend Index Fund 19.5 47 20 9.3 +2.4
UIVM VictoryShares International Value Momentum ETF 18.9 35 32 9.6 +2.7
RCGE RockCreek Global Equality ETF 18.9 95 -28 6.4 -0.5
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 18.8 9 58 9.3 +2.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 18.8 29 38 8.1 +1.2
JIG JPMorgan International Growth ETF 18.7 55 12 4.7 -2.2
CGXU Capital Group International Focus Equity ETF 18.5 54 13 5.8 -1.1
EXI iShares Global Industrials ETF 18.0 42 25 4.6 -2.3
PPIE Putnam PanAgora ESG International Equity ETF 17.9 49 18 7.6 +0.7
TTAI FCF International Quality ETF 17.5 59 8 7.1 +0.2
TOK iShares MSCI Kokusai ETF 17.2 26 41 5.3 -1.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 17.0 47 20 8.6 +1.6
EWQ iShares MSCI France ETF 16.7 53 14 7.1 +0.2
JHID John Hancock International High Dividend ETF 16.6 46 21 11.0 +4.1
EFAD ProShares MSCI EAFE Dividend Growers ETF 16.6 50 17 5.9 -1.0
URTH iShares MSCI World ETF 16.3 24 43 5.4 -1.5
IOO iShares Global 100 ETF 16.3 41 26 5.2 -1.7
DEW WisdomTree Global High Dividend Fund 16.0 58 9 8.8 +1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 15.8 9 58 5.4 -1.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 15.6 80 -13 5.1 -1.9
WWJD Inspire International ETF 15.5 80 -13 7.4 +0.4
KLMT Invesco MSCI Global Climate 500 ETF 15.4 10 57 6.0 -0.9
EWG iShares MSCI Germany ETF 15.4 50 17 6.3 -0.6
FDT First Trust Developed Markets ex-US AlphaDEX Fund 15.2 80 -13 10.5 +3.6
DAX Global X DAX Germany ETF 15.0 21 46 6.6 -0.3
FKU First Trust United Kingdom AlphaDEX Fund 14.9 80 -13 7.6 +0.7
ACWI iShares MSCI ACWI ETF 14.6 32 35 5.8 -1.1
EWL iShares MSCI Switzerland ETF 14.6 50 17 6.0 -0.9
CGGO Capital Group Global Growth Equity ETF 14.4 47 20 4.9 -2.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 14.4 65 2 3.7 -3.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 14.2 65 2 8.2 +1.3
FLGR Franklin FTSE Germany ETF 13.9 9 58 6.8 -0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 13.9 9 58 6.1 -0.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 13.8 42 25 6.7 -0.2
CGDG Capital Group Dividend Growers ETF 13.8 47 20 6.3 -0.6
IXJ iShares Global Healthcare ETF 13.6 42 25 7.2 +0.3
BKCI BNY Mellon Concentrated International ETF 13.4 80 -13 5.1 -1.9
RODE Hartford Multifactor Diversified International ETF 13.4 29 38 11.0 +4.1
IPKW Invesco International BuyBack Achievers ETF 12.8 55 12 14.5 +7.6
VT Vanguard Total World Stock ETF 12.8 7 60 6.2 -0.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 12.7 20 47 5.9 -1.0
WRND IQ Global Equity R&D Leaders ETF 12.6 18 49 8.9 +2.0
DWX SPDR S&P International Dividend ETF 12.4 45 22 6.2 -0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 12.4 25 42 6.0 -0.9
FGM First Trust Germany AlphaDEX Fund 12.2 80 -13 8.3 +1.4
SCHY Schwab International Dividend Equity ETF 12.0 14 53 9.7 +2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 12.0 12 55 5.3 -1.6
BLES Inspire Global Hope ETF 12.0 61 6 6.9 -0.0
MOTG VanEck Morningstar Global Wide Moat ETF 11.9 52 15 6.9 -0.0
FLSW Franklin FTSE Switzerland ETF 11.6 9 58 6.2 -0.7
GLOF iShares Global Equity Factor ETF 11.5 20 47 6.9 -0.0
DSTX Distillate International Fundamental Stability & Value ETF 11.3 55 12 8.4 +1.5
FEOE First Eagle Overseas Equity ETF 11.1 79 -12 8.4 +1.4
INEQ Columbia International Equity Income ETF 11.0 45 22 8.7 +1.8
IDOG ALPS International Sector Dividend Dogs ETF 10.9 50 17 12.6 +5.7
IDV iShares International Select Dividend ETF 10.6 51 16 12.0 +5.1
AIVI WisdomTree International AI Enhanced Value Fund 10.6 58 9 7.4 +0.5
JGLO JPMorgan Global Select Equity ETF 10.5 33 34 5.1 -1.8
KXI iShares Global Consumer Staples ETF 10.2 41 26 5.4 -1.5
AGQI First Trust Active Global Quality Income ETF 10.2 85 -18 5.0 -1.9
VIDI Vident International Equity Strategy ETF 9.8 61 6 11.3 +4.4
KOCG FIS Knights of Columbus Global Belief ETF 9.7 75 -8 5.1 -1.8
DIVS SmartETFs Dividend Builder ETF 9.6 65 2 5.0 -1.9
FSZ First Trust Switzerland AlphaDEX Fund 9.5 80 -13 4.9 -2.0
FEGE First Eagle Global Equity ETF 9.4 79 -12 7.2 +0.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 9.3 65 2 12.1 +5.1
IMOM Alpha Architect International Quantitative Momentum ETF 8.9 49 18 4.6 -2.3
RXI iShares Global Consumer Discretionary ETF 8.8 41 26 8.9 +2.0
FDD First Trust Stoxx European Select Dividend Index Fund 8.7 58 9 12.0 +5.1
CZAR Themes Natural Monopoly ETF 8.6 35 32 5.6 -1.3
FYLD Cambria Foreign Shareholder Yield ETF 8.4 59 8 12.1 +5.2
EFAS Global X MSCI SuperDividend EAFE ETF 8.4 57 10 8.4 +1.4
GCOW Pacer Global Cash Cows Dividend ETF 7.9 60 7 11.1 +4.2
MOTI VanEck Morningstar International Moat ETF 7.8 58 9 12.9 +6.0
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 7.7 60 7 3.8 -3.1
JSTC Adasina Social Justice All Cap Global ETF 7.7 89 -22 4.5 -2.4
DIM WisdomTree International MidCap Dividend Fund 7.6 58 9 7.8 +0.9
HART IQ Healthy Hearts ETF 7.5 45 22 6.6 -0.3
ABLG Abacus FCF International Leaders ETF 7.5 59 8 6.2 -0.7
WLDR Affinity World Leaders Equity ETF 7.5 67 0 7.9 +1.0
GLBL Pacer MSCI World Industry Advantage ETF 7.4 65 2 4.5 -2.4
BINV Brandes International ETF 7.2 70 -3 9.9 +3.0
GVAL Cambria Global Value ETF 7.2 68 -1 11.1 +4.2
RGEF Rockefeller Global Equity ETF 6.9 55 12 5.1 -1.8
OCEN IQ Clean Oceans ETF 6.7 45 22 6.6 -0.3
EWN iShares MSCI Netherlands ETF 6.6 50 17 5.6 -1.3
RAYD Rayliant Quantitative Developed Market Equity ETF 6.5 80 -13 4.6 -2.3
XT iShares Exponential Technologies ETF 6.4 46 21 5.6 -1.3
KNO AXS Knowledge Leaders ETF 6.4 78 -11 6.1 -0.8
COPY Tweedy, Browne Insider + Value ETF 6.3 80 -13 12.6 +5.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 6.3 56 11 12.3 +5.4
CLNR IQ Cleaner Transport ETF 6.2 45 22 6.9 -0.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.1 45 22 4.4 -2.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 6.1 58 9 5.0 -1.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.9 46 21 10.6 +3.7
GINN Goldman Sachs Innovate Equity ETF 5.8 52 15 4.1 -2.8
FDTX Fidelity Disruptive Technology ETF 5.8 50 17 2.8 -4.1
TEMP JPMorgan Climate Change Solutions ETF 5.7 49 18 5.9 -1.0
MXI iShares Global Materials ETF 5.7 41 26 8.0 +1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.6 47 20 5.8 -1.2
IXN iShares Global Tech ETF 5.6 41 26 4.1 -2.8
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 5.6 75 -8 1.0 -5.9
PCGG Polen Capital Global Growth ETF 5.6 85 -18 3.7 -3.3
IDNA iShares Genomics Immunology and Healthcare ETF 5.5 47 20 -2.1 -9.0
GNR SPDR S&P Global Natural Resources ETF 5.5 40 27 11.7 +4.8
CRTC Xtrackers US National Critical Technologies ETF 5.4 35 32 5.1 -1.8
OAIM OneAscent International Equity ETF 5.4 95 -28 6.2 -0.7
SDG iShares MSCI Global Sustainable Development Goals ETF 5.2 49 18 6.3 -0.6
EWP iShares MSCI Spain ETF 5.0 50 17 7.7 +0.8
IVAL Alpha Architect International Quantitative Value ETF 4.9 49 18 11.5 +4.6
LUX Tema Luxury ETF 4.9 75 -8 4.3 -2.6
EWI iShares MSCI Italy ETF 4.7 50 17 10.0 +3.1
EWD iShares MSCI Sweden ETF 4.4 54 13 5.4 -1.5
NATO Themes Transatlantic Defense ETF 4.4 35 32 2.8 -4.1
IXC iShares Global Energy ETF 4.4 44 23 10.7 +3.8
SAGP Strategas Global Policy Opportunities ETF 4.4 65 2 5.4 -1.6
FILL iShares MSCI Global Energy Producers ETF 4.3 39 28 12.3 +5.4
JXI iShares Global Utilities ETF 4.3 43 24 5.9 -1.0
GSFP Goldman Sachs Future Planet Equity ETF 4.3 75 -8 4.7 -2.2
FID First Trust S&P International Dividend Aristocrats ETF 4.2 60 7 8.5 +1.6
SHPP Pacer Industrials and Logistics ETF 4.2 60 7 8.3 +1.4
BLLD JPMorgan Sustainable Infrastructure ETF 4.2 49 18 6.2 -0.8
GDOC Goldman Sachs Future Health Care Equity ETF 4.2 75 -8 2.8 -4.1
ACWV iShares MSCI Global Min Vol Factor ETF 4.1 20 47 5.8 -1.1
WDIV SPDR S&P Global Dividend ETF 4.0 40 27 9.7 +2.8
FINE Themes European Luxury ETF 3.9 35 32 6.7 -0.2
FNDC Schwab Fundamental International Small Co. Index ETF 3.7 39 28 6.2 -0.7
CANC Tema Oncology ETF 3.7 75 -8 -2.6 -9.5
CLOD Themes Cloud Computing ETF 3.5 35 32 3.0 -4.0
EDEN iShares MSCI Denmark ETF 3.5 53 14 6.9 -0.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.5 65 2 3.2 -3.7
FPAG FPA Global Equity ETF 3.4 49 18 6.1 -0.9
IXP iShares Global Comm Services ETF 3.4 42 25 6.3 -0.6
IBAT iShares Energy Storage & Materials ETF 3.3 47 20 5.6 -1.3
AGNG Global X Aging Population ETF 3.3 50 17 5.0 -1.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.1 70 -3 4.9 -2.0
IQRA IQ CBRE Real Assets ETF 3.1 65 2 5.7 -1.2
IBOT Vaneck Robotics ETF 3.0 47 20 4.7 -2.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.0 79 -12 5.7 -1.2
MOTO SmartETFs Smart Transportation & Technology ETF 2.9 68 -1 7.6 +0.7
GII SPDR S&P Global Infrastructure ETF 2.9 40 27 4.7 -2.2
IGF iShares Global Infrastructure ETF 2.9 41 26 4.7 -2.2
NXTG First Trust Indxx NextG ETF 2.9 70 -3 5.6 -1.3
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -3 1.4 -5.5
KNCT Invesco Next Gen Connectivity ETF 2.9 40 27 5.2 -1.7
ROBO ROBO Global Robotics & Automation Index ETF 2.8 95 -28 3.8 -3.1
CCNR ALPS CoreCommodity Natural Resources ETF 2.8 39 28 12.1 +5.2
DFIS Dimensional International Small Cap ETF 2.8 39 28 7.8 +0.9
FAN First Trust Global Wind Energy ETF 2.8 60 7 4.9 -2.0
AIQ Global X Artificial Intelligence & Technology ETF 2.8 68 -1 4.2 -2.8
VOLT Tema Electrification ETF 2.8 75 -8 3.1 -3.9
RSHO Tema American Reshoring ETF 2.7 75 -8 4.9 -2.0
CARZ First Trust NASDAQ Global Auto Index Fund 2.7 70 -3 6.0 -0.9
PRNT 3D Printing ETF 2.6 66 1 1.4 -5.5
DTEC ALPS Disruptive Technologies ETF 2.6 50 17 3.8 -3.1
NETZ TCW Transform Systems ETF 2.6 75 -8 3.0 -4.0
HAP VanEck Natural Resources ETF 2.4 50 17 10.1 +3.2
IVES Wedbush ETFMG Global Cloud Technology ETF 2.4 68 -1 8.3 +1.4
TINY ProShares Nanotechnology ETF 2.4 58 9 5.4 -1.5
PAWZ ProShares Pet Care ETF 2.4 50 17 3.7 -3.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.4 61 6 1.4 -5.5
IPAV Global X Infrastructure Development ex-U.S. ETF 2.4 55 12 7.9 +0.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.4 46 21 5.5 -1.5
QTUM Defiance Quantum ETF 2.3 40 27 6.6 -0.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.3 56 11 2.6 -4.3
OGIG ALPS O'Shares Global Internet Giants ETF 2.3 48 19 1.6 -5.3
ISCF iShares International SmallCap Equity Factor ETF 2.3 23 44 8.7 +1.8
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.2 75 -8 8.1 +1.2
AIVC Amplify Bloomberg AI Value Chain ETF 2.2 59 8 6.5 -0.4
SNSR Global X Internet of Things ETF 2.1 68 -1 4.6 -2.4
WDNA WisdomTree BioRevolution Fund 2.1 45 22 -1.7 -8.6
BULD Pacer BlueStar Engineering the Future ETF 2.1 60 7 1.6 -5.3
FBOT Fidelity Disruptive Automation ETF 2.1 50 17 3.8 -3.2
BWEB Bitwise Web3 ETF 2.1 85 -18 0.2 -6.8
VCLN Virtus Duff & Phelps Clean Energy ETF 2.1 59 8 5.8 -1.1
OZEM Roundhill GLP-1 & Weight Loss ETF 1.9 59 8 -0.7 -7.6
THNR Amplify Weight Loss Drug & Treatment ETF 1.9 59 8 6.1 -0.8
SMOG VanEck Low Carbon Energy ETF 1.9 61 6 1.6 -5.4
ISHP First Trust Nasdaq Retail ETF 1.9 60 7 5.8 -1.1
SHLD Global X Defense Tech ETF 1.8 50 17 3.4 -3.5
GSIB Themes Global Systemically Important Banks ETF 1.8 35 32 10.3 +3.4
DISV Dimensional International Small Cap Value ETF 1.7 42 25 9.8 +2.9
KROP Global X AgTech & Food Innovation ETF 1.6 50 17 6.3 -0.6
IVEG iShares Emergent Food and AgTech Multisector ETF 1.5 47 20 9.0 +2.0
TMFG Motley Fool Global Opportunities ETF 1.5 85 -18 3.8 -3.1
PICK iShares MSCI Global Metals & Mining Producers ETF 1.5 39 28 14.0 +7.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.5 49 18 7.4 +0.5
BMED Future Health ETF 1.5 85 -18 0.5 -6.4
FDNI First Trust Dow Jones International Internet ETF 1.5 65 2 19.3 +12.3
FDFF Fidelity Disruptive Finance ETF 1.5 50 17 4.1 -2.9
ICLN iShares Global Clean Energy ETF 1.4 41 26 6.0 -0.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.4 85 -18 3.9 -3.0
EWK iShares MSCI Belgium ETF 1.4 50 17 4.7 -2.3
FPXI First Trust International Equity Opportunities ETF 1.4 70 -3 3.6 -3.3
FRNW Fidelity Clean Energy ETF 1.3 39 28 4.3 -2.6
JETS U.S. Global Jets ETF 1.3 60 7 3.8 -3.1
BCDF Horizon Kinetics Blockchain Development ETF 1.3 85 -18 4.0 -2.9
MDEV First Trust Indxx Medical Devices ETF 1.3 70 -3 4.3 -2.6
ARKX ARK Space Exploration & Innovation ETF 1.3 75 -8 -0.4 -7.3
UFO Procure Space ETF 1.2 75 -8 -1.8 -8.7
CGGR Capital Group Growth ETF 1.2 39 28 3.4 -3.5
DINT Davis Select International ETF 1.2 55 12 8.2 +1.3
EFNL iShares MSCI Finland ETF 1.2 56 11 7.2 +0.3
TOLL Tema Monopolies and Oligopolies ETF 1.2 75 -8 3.7 -3.2
IDRV iShares Self-driving EV & Tech ETF 1.2 47 20 2.5 -4.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.1 65 2 -1.5 -8.4
DFNL Davis Select Financial ETF 1.1 63 4 7.8 +0.9
IBUY Amplify Online Retail ETF 1.1 65 2 3.0 -4.0
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 22 6.2 -0.7
IDAT iShares Future Cloud 5G and Tech ETF 1.0 47 20 5.0 -1.9
DWLD Davis Select Worldwide ETF 1.0 63 4 7.6 +0.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.0 68 -1 2.6 -4.4
DMAT Global X Disruptive Materials ETF 1.0 59 8 10.7 +3.8
TOKE Cambria Cannabis ETF 1.0 42 25 -0.3 -7.2
PBD Invesco Global Clean Energy ETF 0.9 75 -8 0.5 -6.4
WAR U.S. Global Tech and Aerospace & Defense ETF 0.9 60 7 3.7 -3.2
CGUS Capital Group Core Equity ETF 0.9 33 34 4.6 -2.4
AADR AdvisorShares Dorsey Wright ADR ETF 0.9 110 -43 5.0 -1.9
FFND Future Fund Active ETF 0.9 100 -33 4.6 -2.4
GINX SGI Enhanced Global Income ETF 0.9 98 -31 7.4 +0.4
ENOR iShares MSCI Norway ETF 0.9 53 14 10.2 +3.3
NORW Global X MSCI Norway ETF 0.9 50 17 10.2 +3.3
DRIV Global X Autonomous & Electric Vehicles ETF 0.8 68 -1 6.6 -0.3
IEUS iShares MSCI Europe Small-Cap ETF 0.8 42 25 7.4 +0.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.8 40 27 7.4 +0.4
IQM Franklin Intelligent Machines ETF 0.8 50 17 2.3 -4.7
PSP Invesco Global Listed Private Equity ETF 0.8 106 -39 5.8 -1.1
SUPL ProShares Supply Chain Logistics ETF 0.8 58 9 10.7 +3.8
HELX Franklin Genomic Advancements ETF 0.8 50 17 -0.2 -7.1
CGV Conductor Global Equity Value ETF 0.8 130 -63 9.3 +2.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.8 33 34 10.5 +3.6
GMET VanEck Green Metals ETF 0.8 63 4 10.7 +3.8
APIE ActivePassive International Equity ETF 0.8 45 22 7.6 +0.7
BOTZ Global X Robotics & Artificial Intelligence ETF 0.8 69 -2 2.5 -4.4
BPAY BlackRock Future Financial and Technology ETF 0.8 70 -3 7.3 +0.4
PIO Invesco Global Water ETF 0.8 75 -8 4.8 -2.1
CGDV Capital Group Dividend Value ETF 0.7 33 34 4.8 -2.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.7 58 9 8.7 +1.8
IFGL iShares International Developed Real Estate ETF 0.7 48 19 7.3 +0.4
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.7 12 55 8.3 +1.4
ERET iShares Environmentally Aware Real Estate ETF 0.7 30 37 7.5 +0.5
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.7 10 57 8.4 +1.5
IWTR iShares MSCI Water Management Multisector ETF 0.7 47 20 6.0 -0.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 29 4.8 -2.1
FMED Fidelity Disruptive Medicine ETF 0.7 50 17 -1.1 -8.0
ION ProShares S&P Global Core Battery Metals ETF 0.7 58 9 12.6 +5.7
EWUS iShares MSCI United Kingdom Small Cap ETF 0.7 59 8 7.4 +0.5
ICOP iShares Copper and Metals Mining ETF 0.7 47 20 9.8 +2.9
FINX Global X FinTech ETF 0.6 68 -1 2.5 -4.5
BUYZ Franklin Disruptive Commerce ETF 0.6 50 17 2.3 -4.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.6 75 -8 4.4 -2.5
FTAG First Trust Indxx Global Agriculture ETF 0.6 70 -3 8.4 +1.5
CGW Invesco S&P Global Water Index ETF 0.6 57 10 4.7 -2.2
EBLU Ecofin Global Water ESG Fund 0.6 40 27 4.3 -2.7
ETEC iShares Breakthrough Environmental Solutions ETF 0.5 47 20 3.7 -3.2
FDRR Fidelity Dividend ETF for Rising Rates 0.5 15 52 7.6 +0.7
EV Mast Global Battery Recycling & Production ETF 0.5 65 2 10.8 +3.8
EIRL iShares MSCI Ireland ETF 0.5 50 17 8.8 +1.9
IGPT Invesco AI and Next Gen Software ETF 0.5 60 7 4.8 -2.1
TRFK Pacer Data and Digital Revolution ETF 0.5 60 7 3.5 -3.4
ARKF ARK Fintech Innovation ETF 0.5 75 -8 -0.4 -7.3
TOGA Tremblant Global ETF 0.5 69 -2 1.7 -5.2
TINT ProShares Smart Materials ETF 0.5 58 9 7.7 +0.8
AZTD Aztlan Global Stock Selection DM SMID ETF 0.5 75 -8 8.0 +1.1
RWO SPDR Dow Jones Global Real Estate ETF 0.5 50 17 7.0 +0.1
RWX SPDR Dow Jones International Real Estate ETF 0.5 59 8 7.1 +0.2
PEX ProShares Global Listed Private Equity ETF 0.5 81 -14 10.6 +3.7
LST Leuthold Select Industries ETF 0.5 91 -24 5.6 -1.3
AVDV Avantis International Small Cap Value ETF 0.5 36 31 10.6 +3.7
FDHT Fidelity Digital Health ETF 0.4 39 28 0.9 -6.0
GGME Invesco Next Gen Media and Gaming ETF 0.4 60 7 4.5 -2.4
COPX Global X Copper Miners ETF 0.4 65 2 8.8 +1.9
COPA Themes Copper Miners ETF 0.4 35 32 7.4 +0.5
RUNN Running Oak Efficient Growth ETF 0.4 58 9 4.8 -2.1
BKWO BNY Mellon Women's Opportunities ETF 0.4 50 17 3.8 -3.2
ERTH Invesco MSCI Sustainable Future ETF 0.4 62 5 3.5 -3.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 28 -1.2 -8.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.4 75 -8 3.2 -3.7
RVRB Reverb ETF 0.4 30 37 4.8 -2.1
BOTT Themes Robotics & Automation ETF 0.4 35 32 5.1 -1.8
EFRA iShares Environmental Infrastructure and Industrials ETF 0.4 47 20 5.2 -1.7
CUT Invesco MSCI Global Timber ETF 0.4 61 6 10.1 +3.2
MOO VanEck Agribusiness ETF 0.3 53 14 10.5 +3.6
EWO iShares MSCI Austria ETF 0.3 50 17 11.2 +4.3
MNTL Tema Neuroscience and Mental Health ETF 0.3 75 -8 -0.9 -7.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.3 68 -1 0.3 -6.6
REET iShares Global REIT ETF 0.3 14 53 7.5 +0.6
DFGR Dimensional Global Real Estate ETF 0.3 22 45 7.4 +0.5
VGSR Vert Global Sustainable Real Estate ETF 0.3 47 20 7.2 +0.3
AFK VanEck Africa Index ETF 0.3 98 -31 12.3 +5.4
LRGE ClearBridge Large Cap Growth ESG ETF 0.3 59 8 3.9 -3.0
AWAY ETFMG Travel Tech ETF 0.3 76 -9 -0.1 -7.0
FDVV Fidelity High Dividend ETF 0.3 15 52 8.1 +1.2
WOOD iShares Global Timber & Forestry ETF 0.3 42 25 11.8 +4.9
ARTY iShares Future AI & Tech ETF 0.3 47 20 3.6 -3.3
AIS VistaShares Artificial Intelligence Supercycle ETF 0.3 75 -8 3.9 -3.0
AVRE Avantis Real Estate ETF 0.2 17 50 7.1 +0.2
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.2 60 7 12.3 +5.4
CTEC Global X CleanTech ETF 0.2 50 17 3.0 -3.9
FMET Fidelity Metaverse ETF 0.2 39 28 5.2 -1.7
IVRS iShares Future Metaverse Tech and Communications ETF 0.2 47 20 2.8 -4.1
CIBR First Trust NASDAQ Cybersecurity ETF 0.2 60 7 3.9 -3.0
SRVR Pacer Data & Infrastructure Real Estate ETF 0.2 55 12 3.8 -3.1
WTRE WisdomTree New Economy Real Estate Fund 0.2 58 9 9.1 +2.1
FDCF Fidelity Disruptive Communications ETF 0.2 50 17 3.3 -3.6
WNDY Global X Wind Energy ETF 0.2 50 17 4.9 -2.0
SDIV Global X Superdividend ETF 0.2 58 9 42.2 +35.3
AQWA Global X Clean Water ETF 0.2 50 17 5.0 -1.9
HEAL Global X HealthTech ETF 0.2 50 17 -0.7 -7.6
CRAK VanEck Oil Refiners ETF 0.2 61 6 15.9 +9.0
BETZ Roundhill Sports Betting & iGaming ETF 0.2 75 -8 2.2 -4.7
BJK VanEck Gaming ETF 0.2 65 2 4.3 -2.6
BNGE First Trust S-Network Streaming and Gaming ETF 0.2 70 -3 3.2 -3.7
ODDS Pacer BlueStar Digital Entertainment ETF 0.2 60 7 2.3 -4.6
NLR VanEck Uranium+Nuclear Energy ETF 0.1 61 6 2.8 -4.2
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.1 85 -18 10.5 +3.6
SYNB Putnam BioRevolution ETF 0.1 70 -3 2.9 -4.0
VEGI iShares MSCI Agriculture Producers ETF 0.1 39 28 8.6 +1.6
RNRG Global X Renewable Energy Producers ETF 0.1 66 1 5.9 -1.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.1 39 28 -1.0 -7.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 46 4.0 -2.9
SCHC Schwab International Small-Cap Equity ETF 0.1 11 56 7.1 +0.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 60 7.1 +0.2
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.1 60 7 5.9 -1.0
INDS Pacer Industrial Real Estate ETF 0.1 55 12 6.7 -0.2
BATT Amplify Lithium & Battery Technology ETF 0.1 59 8 3.7 -3.2
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 27 7.2 +0.3
URAN Themes Uranium & Nuclear ETF 0.1 35 32 2.2 -4.7
SILJ ETFMG Prime Junior Silver Miners ETF 0.1 69 -2 2.7 -4.2
GLCR GlacierShares Nasdaq Iceland ETF 0.1 95 -28 4.0 -3.0
SETM Sprott Energy Transition Materials ETF 0.1 65 2 4.4 -2.5
EMM Global X Emerging Markets ex-China ETF 0.1 75 -8 6.0 -0.9
EMC Global X Emerging Markets Great Consumer ETF 0.1 75 -8 8.2 +1.3
BOAT SonicShares Global Shipping ETF 0.1 69 -2 27.5 +20.6
PRAY FIS Christian Stock Fund 0.1 69 -2 5.4 -1.5
PTEC Global X PropTech ETF 0.1 50 17 1.6 -5.3
ECLN First Trust EIP Carbon Impact ETF 0.1 96 -29 4.1 -2.8
FTRI First Trust Indxx Global Natural Resources Income ETF 0.1 70 -3 8.6 +1.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.1 86 -19 13.5 +6.6
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.1 86 -19 0.3 -6.6
OND ProShares On-Demand ETF 0.1 58 9 0.8 -6.2
GQRE FlexShares Global Quality Real Estate Index Fund 0.0 45 22 7.8 +0.9
IPOS Renaissance International IPO ETF 0.0 80 -13 2.6 -4.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.0 72 -5 -0.9 -7.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.0 80 -13 12.3 +5.4
HYDR Global X Hydrogen ETF 0.0 50 17 -7.7 -14.6
EBI Longview Advantage ETF 0.0 35 32 6.9 -0.1

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

  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:		 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 14.6 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 67 bp
Equals: ALTAR Score 6.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.61
 
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.