iShares Europe ETF
ALTAR
Score™		 5.8% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 16.5x P/Sales
ratio		 1.8x
P/BV
ratio		 2.3x Div.
yield		 2.8%


  • 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) $1,695
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 363
Wgt avg mkt cap (mns) $118,770
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
ASML HOLDING NV 3.7 %
ROCHE HOLDING LTD 2.2 %
ASTRAZENECA PLC 2.2 %
HSBC HOLDINGS PLC 2.0 %
NOVARTIS AG 2.0 %
SAP AG 1.9 %
NESTLE SA-REG 1.8 %
SIEMENS AG-REG 1.6 %
SHELL PLC 1.5 %
LVMH MOET HENNESSY LOUIS VUI 1.4 %
Total 20.5 %

TOP COUNTRY EXPOSURE
BRITAIN 21.1 %
SWITZERLAND 15.0 %
FRANCE 14.2 %
GERMANY 14.1 %
NETHERLANDS 9.3 %
SPAIN 5.7 %
SWEDEN 4.9 %
ITALY 4.6 %
DENMARK 3.1 %
FINLAND 1.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
35.6% 35.6% 10.6% 8.5% 5.1%

Market Correlations
versus... Beta R-squared
S&P500 0.61 51%
MSCI EAFE 0.99 94%
MSCI Emg. Mkts. 0.72 58%

Technical Indicators
Recent close $70.62
30d moving avg. $68.67
Annualized volatility 15.6%
Short interest (ETF) 1.1%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 241
Turnover 1.0%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $15,042

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 465 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™: 5.8%


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 85.1 11 56 6.3 +0.5
BBEU JPMorgan BetaBuilders Europe ETF 84.0 9 58 6.2 +0.5
VGK Vanguard FTSE Europe ETF 83.8 6 61 6.4 +0.6
FLEE Franklin FTSE Europe ETF 83.4 9 58 6.2 +0.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 83.0 46 21 5.9 +0.2
SPEU SPDR Portfolio Europe ETF 81.6 7 60 6.3 +0.5
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 62.5 20 47 5.4 -0.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 62.4 25 42 6.4 +0.6
EFA iShares MSCI EAFE ETF 61.9 35 32 5.7 -0.0
STXI Strive International Developed Markets ETF 58.2 29 38 5.6 -0.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 55.1 30 37 6.0 +0.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 54.9 36 31 5.8 +0.1
ESGD iShares ESG Aware MSCI EAFE ETF 54.6 20 47 5.7 -0.1
IEFA iShares Core MSCI EAFE ETF 53.4 7 60 6.1 +0.3
HFXI IQ FTSE International Equity Currency Neutral ETF 53.0 20 47 5.9 +0.2
GSID Goldman Sachs MarketBeta International Equity ETF 52.8 20 47 5.8 +0.1
EZU iShares MSCI Eurozone ETF 52.3 52 15 5.7 -0.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 51.1 45 22 6.0 +0.3
DIVI Franklin International Core Dividend Tilt Index ETF 50.7 9 58 6.9 +1.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 50.7 35 32 5.7 -0.1
EFV iShares MSCI EAFE Value ETF 50.4 34 33 7.7 +2.0
IQSI IQ Candriam International Equity ETF 49.0 15 52 5.6 -0.2
JHMD John Hancock Multifactor Developed International ETF 48.5 39 28 6.5 +0.7
EFG iShares MSCI EAFE Growth ETF 48.1 36 31 3.6 -2.1
IDEV iShares Core MSCI International Developed Markets ETF 47.1 4 63 6.0 +0.3
DOL WisdomTree International LargeCap Dividend Fund 47.0 48 19 6.1 +0.3
IQLT iShares MSCI Intl Quality Factor ETF 46.9 30 37 5.3 -0.4
JIRE JPMorgan International Research Enhanced Equity ETF 46.9 24 43 6.3 +0.5
BKIE BNY Mellon International Equity ETF 46.8 4 63 6.0 +0.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 45.8 14 53 5.5 -0.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 45.0 12 55 5.2 -0.6
SPDW SPDR Portfolio Developed World ex-US ETF 44.1 3 64 6.0 +0.2
VEA Vanguard FTSE Developed Markets ETF 44.0 3 64 6.1 +0.3
SCHF Schwab International Equity ETF 43.8 6 61 6.2 +0.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 43.0 45 22 7.4 +1.6
DFAI Dimensional International Core Equity Market ETF 42.8 18 49 6.0 +0.2
DWM WisdomTree International Equity Fund 42.2 48 19 6.3 +0.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 42.1 40 27 6.4 +0.6
FENI Fidelity Enhanced International ETF 41.2 28 39 5.6 -0.2
IVLU iShares MSCI Intl Value Factor ETF 41.0 30 37 8.6 +2.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 40.3 25 42 6.2 +0.5
VYMI Vanguard International High Dividend Yield ETF 39.4 17 50 8.1 +2.4
DMXF iShares ESG Advanced MSCI EAFE ETF 39.4 12 55 5.0 -0.8
CWI SPDR MSCI ACWI ex-US ETF 39.1 30 37 6.4 +0.7
INTF iShares International Equity Factor ETF 38.7 15 52 6.5 +0.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 38.2 20 47 5.6 -0.2
ACWX iShares MSCI ACWI ex U.S. ETF 37.6 34 33 6.4 +0.7
FNDF Schwab Fundamental International Large Co. Index ETF 36.7 25 42 8.0 +2.3
FEZ SPDR EURO STOXX 50 ETF 36.4 29 38 5.6 -0.2
CIL VictoryShares International Volatility Wtd ETF 36.0 45 22 5.7 -0.1
IMTM iShares MSCI Intl Momentum Factor ETF 35.7 30 37 4.7 -1.1
EUDG WisdomTree Europe Quality Dividend Growth Fund 35.7 58 9 5.8 0.0
DFSI Dimensional International Sustainability Core 1 ETF 35.3 24 43 5.4 -0.3
VEU Vanguard FTSE All-World ex-US Index Fund 34.8 4 63 6.8 +1.0
OEFA ALPS O’Shares International Developed Quality Dividend ETF 34.5 48 19 4.6 -1.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 34.5 41 26 6.4 +0.6
IXUS iShares Core MSCI Total International Stock ETF 32.6 7 60 6.7 +0.9
JIVE JPMorgan International Value ETF 32.3 55 12 9.4 +3.7
IDHQ Invesco S&P International Developed High Quality ETF 32.1 29 38 5.3 -0.4
VXUS Vanguard Total International Stock ETF 32.1 5 62 6.7 +1.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 32.0 18 49 6.4 +0.7
DFIC Dimensional International Core Equity 2 ETF 31.8 23 44 6.3 +0.5
IMFL Invesco International Developed Dynamic Multifactor ETF 31.7 34 33 5.0 -0.8
UMMA Wahed Dow Jones Islamic World ETF 31.4 65 2 3.8 -1.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 30.9 58 9 5.9 +0.1
DIHP Dimensional International High Profitability ETF 30.9 29 38 5.8 +0.0
IQDG WisdomTree International Quality Dividend Growth Fund 30.9 42 25 6.0 +0.2
CGIE Capital Group International Equity ETF 30.4 54 13 4.2 -1.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 30.0 39 28 6.7 +1.0
VSGX Vanguard ESG International Stock ETF 29.7 10 57 6.6 +0.8
NUDM Nuveen ESG International Developed Markets Equity ETF 29.6 31 36 5.7 -0.0
AVDE Avantis International Equity ETF 29.3 23 44 6.3 +0.5
FIVA Fidelity International Value Factor ETF 28.9 18 49 7.9 +2.2
AVSD Avantis Responsible International Equity ETF 28.7 23 44 4.6 -1.1
DFIV Dimensional International Value ETF 28.2 27 40 8.0 +2.2
RFDI First Trust Riverfront Dynamic Developed International ETF 28.0 83 -16 7.9 +2.2
TPIF Timothy Plan International ETF 27.9 62 5 5.4 -0.4
EFAV iShares MSCI EAFE Min Vol Factor ETF 27.7 22 45 5.6 -0.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 27.4 39 28 5.7 -0.0
IGRO iShares International Dividend Growth ETF 26.7 15 52 6.2 +0.5
QINT American Century Quality Diversified International ETF 26.6 39 28 6.1 +0.3
IDMO Invesco S&P International Developed Momentum ETF 26.1 25 42 5.1 -0.6
DTH WisdomTree International High Dividend Fund 26.0 58 9 7.4 +1.6
PATN Pacer Nasdaq International Patent Leaders ETF 25.9 65 2 4.5 -1.3
HEDJ WisdomTree Europe Hedged Equity Fund 25.6 58 9 5.6 -0.1
DXIV Dimensional International Vector Equity ETF 25.5 34 33 6.5 +0.8
LVHI Franklin International Low Volatility High Dividend Index ET 25.2 40 27 9.2 +3.4
PPIE Putnam PanAgora ESG International Equity ETF 24.5 49 18 6.9 +1.2
EUFN iShares MSCI Europe Financials ETF 24.0 51 16 6.8 +1.0
AVIV Avantis International Large Cap Value ETF 23.0 25 42 7.4 +1.6
JPIN J.P. Morgan Diversified Return International Equity ETF 22.9 37 30 7.2 +1.4
IXG iShares Global Financials ETF 22.4 42 25 5.9 +0.2
FEP First Trust Europe AlphaDEX Fund 22.3 80 -13 6.8 +1.0
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 22.2 58 9 7.3 +1.6
DTAN Sparkline International Intangible Value ETF 21.7 55 12 7.3 +1.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 21.6 42 25 5.6 -0.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 21.5 30 37 6.5 +0.8
EWU iShares MSCI United Kingdom ETF 20.9 50 17 6.9 +1.2
DEW WisdomTree Global High Dividend Fund 20.5 58 9 7.5 +1.7
DGT State Street SPDR Global Dow ETF 20.3 50 17 5.9 +0.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 20.1 32 35 5.5 -0.3
FEUZ First Trust Eurozone AlphaDEX ETF 19.9 80 -13 6.5 +0.7
DWMF WisdomTree International Multifactor Fund 19.8 38 29 6.4 +0.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 19.6 9 58 8.3 +2.6
FLGB Franklin FTSE United Kingdom ETF 19.6 9 58 6.6 +0.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 19.2 24 43 6.3 +0.6
FICS First Trust International Developed Capital Strength ETF 19.0 70 -3 6.5 +0.7
VWID Virtus WMC International Dividend ETF 18.9 49 18 7.3 +1.6
OSEA Harbor International Compounders ETF 18.8 55 12 4.4 -1.4
EUDV ProShares MSCI Europe Dividend Growers ETF 18.8 55 12 5.4 -0.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 18.5 47 20 6.9 +1.1
GCOW Pacer Global Cash Cows Dividend ETF 18.4 60 7 9.6 +3.8
EXI iShares Global Industrials ETF 18.3 42 25 3.6 -2.1
IQDF FlexShares International Quality Dividend Index Fund 18.2 47 20 7.5 +1.7
QWLD SPDR MSCI World StrategicFactors ETF 18.2 30 37 5.1 -0.6
FIDI Fidelity International High Dividend ETF 18.0 18 49 7.3 +1.6
VIGI Vanguard International Dividend Appreciation ETF 17.8 10 57 5.8 0.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 17.6 65 2 3.9 -1.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 17.5 29 38 6.9 +1.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 16.9 80 -13 5.5 -0.3
RCGE RockCreek Global Equality ETF 16.9 95 -28 6.0 +0.3
JHID John Hancock International High Dividend ETF 16.5 46 21 8.3 +2.5
FDEV Fidelity International Multifactor ETF 16.4 18 49 6.6 +0.8
UIVM VictoryShares International Value Momentum ETF 16.2 35 32 7.4 +1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 16.1 42 25 4.7 -1.1
CGXU Capital Group International Focus Equity ETF 16.1 54 13 4.7 -1.1
TOK iShares MSCI Kokusai ETF 16.1 26 41 4.3 -1.4
EWQ iShares MSCI France ETF 16.0 53 14 6.2 +0.4
GEW Cambria Global EW ETF 15.9 29 38 5.4 -0.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 15.9 50 17 5.4 -0.3
CGDG Capital Group Dividend Growers ETF 15.7 47 20 5.4 -0.4
JIG JPMorgan International Growth ETF 15.4 55 12 4.0 -1.8
IDLV Invesco S&P International Developed Low Volatility ETF 15.3 25 42 6.2 +0.5
URTH iShares MSCI World ETF 15.3 24 43 4.4 -1.3
TTAI FCF International Quality ETF 15.2 59 8 6.5 +0.7
WRND IQ Global Equity R&D Leaders ETF 15.0 18 49 6.6 +0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 15.0 9 58 4.5 -1.2
INEQ Columbia International Equity Income ETF 14.8 45 22 7.5 +1.7
ITOL Tema International Durable Quality ETF 14.7 60 7 4.7 -1.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 14.5 80 -13 3.4 -2.4
WWJD Inspire International ETF 14.5 80 -13 6.3 +0.6
CGGO Capital Group Global Growth Equity ETF 14.4 47 20 3.7 -2.0
IOO iShares Global 100 ETF 14.2 41 26 3.9 -1.8
KLMT Invesco MSCI Global Climate 500 ETF 14.2 10 57 5.0 -0.8
EWG iShares MSCI Germany ETF 14.1 50 17 5.9 +0.1
EWL iShares MSCI Switzerland ETF 14.1 50 17 5.2 -0.6
IXJ iShares Global Healthcare ETF 14.0 42 25 5.7 -0.1
FLGR Franklin FTSE Germany ETF 14.0 9 58 6.5 +0.7
DAX Global X DAX Germany ETF 13.9 21 46 6.3 +0.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 13.8 65 2 7.0 +1.3
XT iShares Exponential Technologies ETF 13.8 46 21 4.2 -1.6
ACWI iShares MSCI ACWI ETF 13.6 32 35 4.7 -1.0
BKCI BNY Mellon Concentrated International ETF 13.4 80 -13 4.5 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 12.8 9 58 4.9 -0.9
FKU First Trust United Kingdom AlphaDEX Fund 12.0 80 -13 6.4 +0.6
VT Vanguard Total World Stock ETF 12.0 6 61 5.1 -0.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 11.9 20 47 4.8 -1.0
GLOF iShares Global Equity Factor ETF 11.9 20 47 5.9 +0.2
CZAR Themes Natural Monopoly ETF 11.7 35 32 4.9 -0.9
BLES Inspire Global Hope ETF 11.5 61 6 6.0 +0.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 11.2 25 42 5.4 -0.3
IDV iShares International Select Dividend ETF 11.0 51 16 9.3 +3.6
FLSW Franklin FTSE Switzerland ETF 10.9 9 58 5.5 -0.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 10.8 65 2 9.6 +3.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 10.4 12 55 4.4 -1.4
SCHY Schwab International Dividend Equity ETF 10.4 14 53 8.7 +3.0
IPKW Invesco International BuyBack Achievers ETF 10.4 55 12 7.9 +2.1
AIVI WisdomTree International AI Enhanced Value Fund 10.2 58 9 6.1 +0.4
FEOE First Eagle Overseas Equity ETF 10.2 79 -12 5.9 +0.1
FDD First Trust Stoxx European Select Dividend Index Fund 9.1 58 9 9.7 +4.0
AGQI First Trust Active Global Quality Income ETF 9.0 85 -18 4.5 -1.2
WLDR Affinity World Leaders Equity ETF 9.0 67 0 6.4 +0.6
FEGE First Eagle Global Equity ETF 8.9 79 -12 5.5 -0.2
MOTG VanEck Morningstar Global Wide Moat ETF 8.7 52 15 8.7 +2.9
MOTI VanEck Morningstar International Moat ETF 8.6 58 9 9.1 +3.3
JGLO JPMorgan Global Select Equity ETF 8.5 33 34 4.3 -1.4
IDOG ALPS International Sector Dividend Dogs ETF 8.5 50 17 10.5 +4.8
DWX SPDR S&P International Dividend ETF 8.3 45 22 6.8 +1.0
RXI iShares Global Consumer Discretionary ETF 8.2 41 26 7.1 +1.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 8.2 80 -13 7.1 +1.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 8.1 58 9 3.8 -2.0
KOCG FIS Knights of Columbus Global Belief ETF 8.1 75 -8 4.4 -1.3
VIDI Vident International Equity Strategy ETF 7.9 61 6 8.9 +3.2
RGEF Rockefeller Global Equity ETF 7.8 55 12 3.9 -1.8
KXI iShares Global Consumer Staples ETF 7.6 41 26 5.1 -0.6
EWN iShares MSCI Netherlands ETF 7.6 50 17 4.6 -1.2
FGM First Trust Germany AlphaDEX Fund 7.3 80 -13 5.7 -0.1
HART IQ Healthy Hearts ETF 7.3 45 22 5.4 -0.4
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 7.3 60 7 3.2 -2.6
ICPY Tweedy, Browne International Insider Value ETF 7.2 80 -13 9.7 +4.0
DIM WisdomTree International MidCap Dividend Fund 7.2 58 9 6.4 +0.6
FSZ First Trust Switzerland AlphaDEX Fund 7.0 80 -13 5.6 -0.2
OCEN IQ Clean Oceans ETF 7.0 45 22 5.1 -0.7
FYLD Cambria Foreign Shareholder Yield ETF 6.9 59 8 10.1 +4.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 6.9 70 -3 3.3 -2.5
EFAS Global X MSCI SuperDividend EAFE ETF 6.9 57 10 7.7 +1.9
BINV Brandes International ETF 6.8 70 -3 8.2 +2.4
COPY Tweedy, Browne Insider + Value ETF 6.7 80 -13 10.0 +4.3
CLNR IQ Cleaner Transport ETF 6.6 45 22 4.9 -0.9
JSTC Adasina Social Justice All Cap Global ETF 6.5 89 -22 4.2 -1.6
DSTX Distillate International Fundamental Stability & Value ETF 6.5 55 12 6.6 +0.8
JDOC JPMorgan Healthcare Leaders ETF 6.4 65 2 3.3 -2.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 6.3 56 11 10.0 +4.2
IMOM Alpha Architect International Quantitative Momentum ETF 5.7 49 18 3.8 -1.9
DIVS SmartETFs Dividend Builder ETF 5.7 65 2 4.6 -1.2
EWP iShares MSCI Spain ETF 5.7 50 17 5.9 +0.1
HRTS Tema Heart & Health ETF 5.7 75 -8 1.9 -3.9
GINN Goldman Sachs Innovate Equity ETF 5.7 52 15 3.2 -2.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.6 46 21 8.0 +2.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 5.6 45 22 1.6 -4.1
SAGP Strategas Global Policy Opportunities ETF 5.3 65 2 4.6 -1.2
NATO Themes Transatlantic Defense ETF 5.1 35 32 1.6 -4.2
IXN iShares Global Tech ETF 5.1 41 26 2.9 -2.9
GDFN Tema International Defense Innov ETF 5.0 75 -8 2.1 -3.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.0 47 20 5.7 -0.0
GNR SPDR S&P Global Natural Resources ETF 4.9 40 27 8.8 +3.0
CRTC Xtrackers US National Critical Technologies ETF 4.9 35 32 4.1 -1.6
MXI iShares Global Materials ETF 4.8 41 26 6.0 +0.2
EWI iShares MSCI Italy ETF 4.8 50 17 8.7 +3.0
GLBL Pacer MSCI World Industry Advantage ETF 4.8 65 2 3.5 -2.2
POW VistaShares Electrification Supercycle ETF 4.8 75 -8 2.7 -3.0
EWD iShares MSCI Sweden ETF 4.7 54 13 4.5 -1.3
JXI iShares Global Utilities ETF 4.6 43 24 5.3 -0.4
LOUP Innovator Deepwater Frontier Tech ETF 4.5 70 -3 0.6 -5.1
GVAL Cambria Global Value ETF 4.4 68 -1 8.9 +3.1
ACWV iShares MSCI Global Min Vol Factor ETF 4.4 20 47 5.3 -0.4
IDNA iShares Genomics Immunology and Healthcare ETF 4.3 47 20 -2.7 -8.5
CANC Tema Oncology ETF 4.2 75 -8 -2.5 -8.2
IXC iShares Global Energy ETF 4.1 44 23 9.0 +3.2
KNO AXS Knowledge Leaders ETF 4.0 78 -11 4.9 -0.8
SDG iShares MSCI Global Sustainable Development Goals ETF 3.9 49 18 4.8 -0.9
FID First Trust S&P International Dividend Aristocrats ETF 3.9 60 7 7.2 +1.4
FPAG FPA Global Equity ETF 3.8 49 18 4.9 -0.9
FINE Themes European Luxury ETF 3.7 35 32 6.5 +0.7
WDIV SPDR S&P Global Dividend ETF 3.7 40 27 8.3 +2.5
IQRA IQ CBRE Real Assets ETF 3.7 65 2 5.4 -0.4
TINY ProShares Nanotechnology ETF 3.7 58 9 2.6 -3.2
FAN First Trust Global Wind Energy ETF 3.6 60 7 3.6 -2.1
WDNA WisdomTree BioRevolution Fund 3.5 45 22 -1.9 -7.6
OAIM OneAscent International Equity ETF 3.5 95 -28 4.6 -1.2
BMED Future Health ETF 3.4 85 -18 0.2 -5.6
DFIS Dimensional International Small Cap ETF 3.4 39 28 6.1 +0.3
SHPP Pacer Industrials and Logistics ETF 3.4 60 7 7.6 +1.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.3 65 2 1.6 -4.1
CCNR ALPS CoreCommodity Natural Resources ETF 3.3 39 28 7.1 +1.3
PCGG Polen Capital Global Growth ETF 3.3 85 -18 3.6 -2.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.3 79 -12 4.4 -1.4
IBAT iShares Energy Storage & Materials ETF 3.2 47 20 2.3 -3.5
MOTO SmartETFs Smart Transportation & Technology ETF 3.1 68 -1 5.3 -0.4
NETZ TCW Transform Systems ETF 3.1 75 -8 2.0 -3.7
EDEN iShares MSCI Denmark ETF 3.1 53 14 5.3 -0.4
QTUM Defiance Quantum ETF 3.0 40 27 4.2 -1.6
ROBO ROBO Global Robotics & Automation Index ETF 3.0 95 -28 2.7 -3.1
VOLT Tema Electrification ETF 3.0 75 -8 3.1 -2.7
GII SPDR S&P Global Infrastructure ETF 3.0 40 27 4.4 -1.4
IGF iShares Global Infrastructure ETF 3.0 41 26 4.4 -1.4
AGNG Global X Aging Population ETF 2.9 50 17 3.9 -1.8
IXP iShares Global Comm Services ETF 2.9 42 25 5.3 -0.5
CLOD Themes Cloud Computing ETF 2.8 35 32 3.1 -2.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.8 45 22 2.1 -3.7
NXTG First Trust Indxx NextG ETF 2.8 70 -3 4.3 -1.4
FNDC Schwab Fundamental International Small Co. Index ETF 2.8 39 28 5.2 -0.6
HAP VanEck Natural Resources ETF 2.8 50 17 7.4 +1.7
AIVC Amplify Bloomberg AI Value Chain ETF 2.8 59 8 4.3 -1.4
CARZ First Trust NASDAQ Global Auto Index Fund 2.7 70 -3 3.2 -2.5
AIQ Global X Artificial Intelligence & Technology ETF 2.7 68 -1 2.9 -2.8
GDOC Goldman Sachs Future Health Care Equity ETF 2.6 75 -8 2.3 -3.5
PRNT 3D Printing ETF 2.5 66 1 1.6 -4.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.5 75 -8 6.5 +0.8
KNCT Invesco Next Gen Connectivity ETF 2.5 40 27 3.9 -1.8
VCLN Virtus Duff & Phelps Clean Energy ETF 2.5 59 8 3.5 -2.2
ISCF iShares International SmallCap Equity Factor ETF 2.4 23 44 7.2 +1.5
FDTX Fidelity Disruptive Technology ETF 2.4 50 17 2.2 -3.6
FBOT Fidelity Disruptive Automation ETF 2.4 50 17 2.8 -3.0
OZEM Roundhill GLP-1 & Weight Loss ETF 2.3 59 8 3.8 -2.0
THNR Amplify Weight Loss Drug & Treatment ETF 2.3 59 8 5.7 -0.1
SNSR Global X Internet of Things ETF 2.3 68 -1 4.1 -1.6
DTEC ALPS Disruptive Technologies ETF 2.3 50 17 3.4 -2.4
GSIB Themes Global Systemically Important Banks ETF 2.2 35 32 8.3 +2.5
SMOG VanEck Low Carbon Energy ETF 2.2 61 6 1.4 -4.4
IPAV Global X Infrastructure Development ex-U.S. ETF 2.1 55 12 5.8 +0.0
GNOM Global X Genomics & Biotechnology ETF 2.1 50 17 -3.6 -9.3
BWEB Bitwise Web3 ETF 2.1 85 -18 -0.1 -5.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.1 61 6 1.8 -3.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.1 46 21 5.3 -0.4
DISV Dimensional International Small Cap Value ETF 2.0 42 25 7.8 +2.0
SHLD Global X Defense Tech ETF 2.0 50 17 2.3 -3.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.9 65 2 -1.1 -6.9
TCAI Tortoise AI Infrastructure ETF 1.9 65 2 1.8 -3.9
FPXI First Trust International Equity Opportunities ETF 1.9 70 -3 3.4 -2.3
IVAL Alpha Architect International Quantitative Value ETF 1.9 49 18 8.8 +3.1
TOLL Tema Durable Quality ETF 1.9 75 -8 4.2 -1.6
PAWZ ProShares Pet Care ETF 1.8 50 17 3.5 -2.3
SRVR Pacer Data & Infrastructure Real Estate ETF 1.7 55 12 4.1 -1.7
PICK iShares MSCI Global Metals & Mining Producers ETF 1.6 39 28 8.4 +2.7
EWK iShares MSCI Belgium ETF 1.6 50 17 3.9 -1.8
DRIV Global X Autonomous & Electric Vehicles ETF 1.5 68 -1 3.9 -1.9
IBOT Vaneck Robotics ETF 1.5 47 20 3.3 -2.5
ISHP First Trust Nasdaq Retail ETF 1.5 60 7 5.1 -0.7
UFO Procure Space ETF 1.5 75 -8 0.0 -5.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.5 49 18 6.0 +0.2
GINX SGI Enhanced Global Income ETF 1.5 98 -31 6.9 +1.2
ICLN iShares Global Clean Energy ETF 1.5 41 26 2.7 -3.0
AKRE Akre Focus ETF 1.4 106 -39 3.4 -2.3
IQM Franklin Intelligent Machines ETF 1.4 50 17 1.5 -4.3
ARTY iShares Future AI & Tech ETF 1.4 47 20 2.8 -2.9
EFNL iShares MSCI Finland ETF 1.3 56 11 5.7 -0.0
FDNI First Trust Dow Jones International Internet ETF 1.3 65 2 19.1 +13.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.3 75 -8 2.3 -3.4
ARKX ARK Space Exploration & Innovation ETF 1.3 75 -8 0.0 -5.7
TMFG Motley Fool Global Opportunities ETF 1.2 85 -18 3.6 -2.2
RSHO Tema American Reshoring ETF 1.2 75 -8 3.6 -2.2
IDRV iShares Self-driving EV & Tech ETF 1.2 47 20 3.0 -2.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.2 85 -18 2.8 -2.9
JETS U.S. Global Jets ETF 1.2 60 7 2.1 -3.7
FDFF Fidelity Disruptive Finance ETF 1.2 50 17 3.9 -1.8
DFNL Davis Select Financial ETF 1.2 63 4 6.6 +0.9
IEUS iShares MSCI Europe Small-Cap ETF 1.1 42 25 6.5 +0.7
SCZ iShares MSCI EAFE Small-Cap ETF 1.1 40 27 6.1 +0.4
PBD Invesco Global Clean Energy ETF 1.1 75 -8 0.6 -5.2
FFND Future Fund Active ETF 1.1 100 -33 3.1 -2.6
DINT Davis Select International ETF 1.1 55 12 6.7 +1.0
JADE JPMorgan Active Developing Markets Equity ETF 1.1 65 2 6.3 +0.6
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 19 2.0 -3.8
TOKE Cambria Cannabis ETF 1.0 42 25 1.9 -3.8
MDEV First Trust Indxx Medical Devices ETF 1.0 70 -3 4.2 -1.6
NUKZ Range Nuclear Renaissance Index ETF 1.0 85 -18 0.9 -4.9
IBUY Amplify Online Retail ETF 1.0 65 2 1.4 -4.4
DIVY Sound Equity Dividend Income ETF 1.0 45 22 9.0 +3.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 18 8.0 +2.3
EIPI FT Energy Income Partners Enhanced Income ETF 1.0 110 -43 6.2 +0.5
EIPX FT Energy Income Partners Strategy ETF 1.0 95 -28 7.1 +1.3
TIIV AAM Todd International Intrinsic Value ETF 1.0 54 13 9.8 +4.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.9 68 -1 1.6 -4.1
EIRL iShares MSCI Ireland ETF 0.9 50 17 7.0 +1.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 29 3.9 -1.9
DMAT Global X Disruptive Materials ETF 0.9 59 8 4.7 -1.1
BCDF Horizon Kinetics Blockchain Development ETF 0.9 85 -18 3.7 -2.1
BOTZ Global X Robotics & Artificial Intelligence ETF 0.9 69 -2 1.7 -4.1
CGUS Capital Group Core Equity ETF 0.8 33 34 3.8 -2.0
CGDV Capital Group Dividend Value ETF 0.8 33 34 4.0 -1.7
EWUS iShares MSCI United Kingdom Small Cap ETF 0.8 59 8 6.8 +1.0
WUGI AXS Esoterica NextG Economy ETF 0.8 75 -8 2.4 -3.4
DWLD Davis Select Worldwide ETF 0.8 63 4 6.4 +0.7
APIE ActivePassive International Equity ETF 0.8 45 22 6.4 +0.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.7 33 34 8.0 +2.2
GMET VanEck Green Metals ETF 0.7 63 4 5.2 -0.5
ENOR iShares MSCI Norway ETF 0.7 53 14 9.0 +3.3
NORW Global X MSCI Norway ETF 0.7 50 17 9.2 +3.5
CGGR Capital Group Growth ETF 0.7 39 28 2.7 -3.0
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 22 4.6 -1.1
EV Mast Global Battery Recycling & Production ETF 0.7 65 2 7.2 +1.4
FTAG First Trust Indxx Global Agriculture ETF 0.7 70 -3 7.3 +1.6
COPX Global X Copper Miners ETF 0.7 65 2 4.1 -1.6
COPA Themes Copper Miners ETF 0.7 35 32 3.5 -2.3
AAUM Tema Alternative Asset Managers ETF 0.7 99 -32 2.9 -2.9
FMED Fidelity Disruptive Medicine ETF 0.7 50 17 -0.6 -6.4
PIO Invesco Global Water ETF 0.7 75 -8 3.7 -2.0
IFGL iShares International Developed Real Estate ETF 0.6 48 19 6.5 +0.8
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.6 12 55 8.0 +2.2
ERET iShares Environmentally Aware Real Estate ETF 0.6 30 37 7.0 +1.3
AVDS Avantis International Small Cap Equity ETF 0.6 30 37 5.8 +0.0
BUYZ Franklin Disruptive Commerce ETF 0.6 50 17 2.1 -3.6
PSP Invesco Global Listed Private Equity ETF 0.6 106 -39 5.4 -0.3
FDRR Fidelity Dividend ETF for Rising Rates 0.6 15 52 6.2 +0.4
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.6 10 57 6.3 +0.6
ION ProShares S&P Global Core Battery Metals ETF 0.6 58 9 5.0 -0.7
AVDV Avantis International Small Cap Value ETF 0.6 36 31 7.5 +1.7
ERTH Invesco MSCI Sustainable Future ETF 0.6 62 5 3.1 -2.7
LST Leuthold Select Industries ETF 0.6 91 -24 4.7 -1.0
AKAF The Frontier Economic Fund 0.6 20 47 5.4 -0.4
BULD Pacer BlueStar Engineering the Future ETF 0.6 60 7 0.2 -5.5
ICOP iShares Copper and Metals Mining ETF 0.6 47 20 5.6 -0.1
TRFK Pacer Data and Digital Revolution ETF 0.5 60 7 2.6 -3.2
AIS VistaShares Artificial Intelligence Supercycle ETF 0.5 75 -8 1.8 -3.9
CGW Invesco S&P Global Water Index ETF 0.5 57 10 4.2 -1.6
EBLU Ecofin Global Water ESG Fund 0.5 40 27 4.2 -1.6
TBLU Tortoise Global Water ESG ETF 0.5 40 27 4.2 -1.6
GGME Invesco Next Gen Media and Gaming ETF 0.5 60 7 4.3 -1.4
FINX Global X FinTech ETF 0.5 68 -1 2.6 -3.1
BPAY BlackRock Future Financial and Technology ETF 0.5 70 -3 5.8 +0.0
SUPL ProShares Supply Chain Logistics ETF 0.5 58 9 9.3 +3.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.5 39 28 -1.3 -7.0
WAR U.S. Global Tech and Aerospace & Defense ETF 0.5 60 7 4.5 -1.3
IGPT Invesco AI and Next Gen Software ETF 0.5 60 7 3.2 -2.6
MOO VanEck Agribusiness ETF 0.5 53 14 9.3 +3.5
RWO SPDR Dow Jones Global Real Estate ETF 0.5 50 17 6.6 +0.9
RWX SPDR Dow Jones International Real Estate ETF 0.5 59 8 6.5 +0.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.5 75 -8 4.9 -0.8
FRNW Fidelity Clean Energy ETF 0.4 39 28 2.0 -3.7
HELX Franklin Genomic Advancements ETF 0.4 50 17 -0.4 -6.1
SDIV Global X Superdividend ETF 0.4 58 9 15.0 +9.3
FVD First Trust Value Line Dividend Index Fund 0.4 65 2 5.6 -0.1
TINT ProShares Smart Materials ETF 0.4 58 9 4.8 -1.0
ARKF ARK Fintech Innovation ETF 0.4 75 -8 0.1 -5.6
EWO iShares MSCI Austria ETF 0.4 50 17 7.7 +2.0
JEDI Defiance Drone and Modern Warfare ETF 0.4 69 -2 1.0 -4.8
GPZ VanEck Alternative Asset Manager ETF 0.4 40 27 4.2 -1.6
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 20 4.7 -1.0
FDVV Fidelity High Dividend ETF 0.3 15 52 7.0 +1.2
REET iShares Global REIT ETF 0.3 14 53 7.2 +1.5
DFGR Dimensional Global Real Estate ETF 0.3 22 45 7.4 +1.7
VGSR Vert Global Sustainable Real Estate ETF 0.3 47 20 7.1 +1.4
CTEC Global X CleanTech ETF 0.3 50 17 0.6 -5.2
PEX ProShares Global Listed Private Equity ETF 0.3 81 -14 10.9 +5.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.3 68 -1 6.0 +0.2
RUNN Running Oak Efficient Growth ETF 0.3 58 9 4.3 -1.4
CUT Invesco MSCI Global Timber ETF 0.3 61 6 9.7 +3.9
RVRB Reverb ETF 0.3 30 37 4.0 -1.8
FDHT Fidelity Digital Health ETF 0.3 39 28 1.3 -4.4
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 20 3.1 -2.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -3 6.3 +0.5
WOOD iShares Global Timber & Forestry ETF 0.3 42 25 11.5 +5.8
HUMN Roundhill Humanoid Robotics ETF 0.3 75 -8 0.9 -4.9
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.3 72 -5 -1.2 -7.0
AWAY ETFMG Travel Tech ETF 0.3 76 -9 -0.1 -5.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.2 35 32 3.6 -2.1
AVRE Avantis Real Estate ETF 0.2 17 50 7.0 +1.2
ETEC iShares Breakthrough Environmental Solutions ETF 0.2 47 20 3.0 -2.7
CIBR First Trust NASDAQ Cybersecurity ETF 0.2 60 7 3.7 -2.0
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.2 40 27 6.0 +0.3
EVX VanEck Environmental Services ETF 0.2 55 12 2.2 -3.6
CRAK VanEck Oil Refiners ETF 0.2 61 6 10.6 +4.9
HEAL Global X HealthTech ETF 0.2 50 17 -1.5 -7.3
AQWA Global X Clean Water ETF 0.2 50 17 4.5 -1.3
QUVU Hartford Quality Value ETF 0.2 46 21 6.6 +0.8
BATT Amplify Lithium & Battery Technology ETF 0.2 59 8 1.6 -4.2
CGV Conductor Global Equity Value ETF 0.2 130 -63 6.6 +0.9
FMET Fidelity Metaverse ETF 0.1 39 28 4.3 -1.4
RW Rainwater Equity ETF 0.1 125 -58 2.3 -3.5
WTRE WisdomTree New Economy Real Estate Fund 0.1 58 9 4.8 -0.9
FDCF Fidelity Disruptive Communications ETF 0.1 50 17 3.4 -2.4
SCHC Schwab International Small-Cap Equity ETF 0.1 11 56 6.6 +0.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 59 6.3 +0.6
SILJ ETFMG Prime Junior Silver Miners ETF 0.1 69 -2 0.1 -5.7
VEGI iShares MSCI Agriculture Producers ETF 0.1 39 28 7.9 +2.2
BETZ Roundhill Sports Betting & iGaming ETF 0.1 75 -8 2.3 -3.4
BJK VanEck Gaming ETF 0.1 65 2 3.9 -1.9
BNGE First Trust S-Network Streaming and Gaming ETF 0.1 70 -3 2.5 -3.3
ODDS Pacer BlueStar Digital Entertainment ETF 0.1 60 7 2.9 -2.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 46 3.1 -2.7
RNRG Global X Renewable Energy Producers ETF 0.1 66 1 4.9 -0.9
MEM Matthews Emerging Markets Equity Active ETF 0.1 79 -12 6.2 +0.5
SETM Sprott Energy Transition Materials ETF 0.1 65 2 1.2 -4.5
EMM Global X Emerging Markets ex-China ETF 0.1 75 -8 5.5 -0.2
EMC Global X Emerging Markets Great Consumer ETF 0.1 75 -8 6.9 +1.2
KAT Scharf ETF 0.1 87 -20 4.6 -1.1
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.1 60 7 5.4 -0.4
INDS Pacer Industrial Real Estate ETF 0.1 55 12 6.2 +0.4
REAI Intelligent Real Estate ETF 0.1 59 8 14.4 +8.7
URAN Themes Uranium & Nuclear ETF 0.1 35 32 1.0 -4.7
BOAT SonicShares Global Shipping ETF 0.1 69 -2 24.7 +19.0
GLCR GlacierShares Nasdaq Iceland ETF 0.1 95 -28 2.2 -3.6
NLR VanEck Uranium+Nuclear Energy ETF 0.1 61 6 1.3 -4.4
PRAY FIS Christian Stock Fund 0.1 69 -2 4.3 -1.5
IPOS Renaissance International IPO ETF 0.0 80 -13 1.6 -4.2
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.0 86 -19 12.1 +6.3
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.0 86 -19 0.4 -5.3
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.0 60 7 8.7 +2.9
OND ProShares On-Demand ETF 0.0 58 9 -0.6 -6.3
HYDR Global X Hydrogen ETF 0.0 50 17 -7.1 -12.8
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.0 39 28 -0.8 -6.5
SLX VanEck Steel ETF 0.0 56 11 11.3 +5.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.0 80 -13 9.1 +3.4
EBI Longview Advantage ETF 0.0 35 32 5.7 -0.0

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:

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 14.5 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 67 bp
Equals: ALTAR Score 5.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 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.