iShares Europe ETF
ALTAR
Score™		 6.2% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 13.6x P/Sales
ratio		 1.4x
P/BV
ratio		 1.9x 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) $1,705
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) $132,927
Large cap (>$10bn) 95.2%
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 %
ASTRAZENECA PLC 2.2 %
SHELL PLC 2.1 %
ROCHE HOLDING LTD 2.0 %
NOVARTIS AG 2.0 %
SAP AG 1.9 %
LVMH MOET HENNESSY LOUIS VUI 1.8 %
HSBC HOLDINGS PLC 1.5 %
Total 23.4 %

TOP COUNTRY EXPOSURE
BRITAIN 22.8 %
SWITZERLAND 15.9 %
FRANCE 15.7 %
GERMANY 12.8 %
NETHERLANDS 8.7 %
DENMARK 5.7 %
SWEDEN 4.5 %
SPAIN 4.3 %
ITALY 3.8 %
FINLAND 1.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
2.1% 7.6% 6.6% 3.6% 4.8%

Market Correlations
versus... Beta R-squared
S&P500 0.93 75%
MSCI EAFE 1.09 96%
MSCI Emg. Mkts. 0.84 58%

Technical Indicators
Recent close $54.91
30d moving avg. $55.62
Annualized volatility 19.4%
Short interest (ETF) 0.8%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 241
Turnover 0.8%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $21,508

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™: 6.2%


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
(%)
BBEU JPMorgan BetaBuilders Europe ETF 85.8 9 58 6.9 +0.7
IEUR iShares Core MSCI Europe ETF 85.5 11 56 6.6 +0.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 83.7 46 21 6.5 +0.3
SPEU SPDR Portfolio Europe ETF 83.0 7 60 6.6 +0.4
VGK Vanguard FTSE Europe ETF 81.3 11 56 6.7 +0.5
FLEE Franklin FTSE Europe ETF 79.8 9 58 6.9 +0.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 66.9 25 42 6.9 +0.7
EFA iShares MSCI EAFE ETF 62.4 35 32 6.5 +0.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 62.3 20 47 6.1 -0.1
ESGD iShares ESG Aware MSCI EAFE ETF 57.2 20 47 6.4 +0.3
IQSI IQ Candriam International Equity ETF 56.6 15 52 6.4 +0.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 55.2 30 37 6.7 +0.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 54.5 36 31 6.5 +0.4
IEFA iShares Core MSCI EAFE ETF 53.9 7 60 6.7 +0.6
HFXI IQ FTSE International Equity Currency Neutral ETF 53.6 20 47 6.8 +0.7
GSID Goldman Sachs MarketBeta International Equity ETF 53.4 20 47 6.6 +0.5
IQLT iShares MSCI Intl Quality Factor ETF 52.5 30 37 6.0 -0.2
EFV iShares MSCI EAFE Value ETF 51.0 34 33 8.9 +2.7
DOL WisdomTree International LargeCap Dividend Fund 50.7 48 19 7.7 +1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 50.4 35 32 6.2 +0.0
EFG iShares MSCI EAFE Growth ETF 50.0 36 31 4.3 -1.9
FLEU Franklin FTSE Eurozone ETF 49.5 9 58 6.9 +0.7
EZU iShares MSCI Eurozone ETF 49.4 52 15 6.3 +0.2
DMXF iShares ESG Advanced MSCI EAFE ETF 49.1 12 55 5.1 -1.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 48.4 45 22 8.6 +2.4
IDEV iShares Core MSCI International Developed Markets ETF 48.2 4 63 6.8 +0.6
JHMD John Hancock Multifactor Developed International ETF 47.8 39 28 7.4 +1.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 47.7 45 22 6.6 +0.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 47.6 14 53 5.8 -0.3
DIVI Franklin International Core Dividend Tilt Index ETF 47.6 9 58 7.6 +1.4
BKIE BNY Mellon International Equity ETF 47.5 4 63 6.9 +0.7
JIRE JPMorgan International Research Enhanced Equity ETF 47.2 24 43 6.8 +0.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 47.0 40 27 7.8 +1.7
DWM WisdomTree International Equity Fund 46.8 48 19 7.8 +1.6
SPDW SPDR Portfolio Developed World ex-US ETF 45.2 3 64 6.8 +0.7
SCHF Schwab International Equity ETF 45.2 6 61 7.1 +1.0
VEA Vanguard FTSE Developed Markets ETF 44.3 5 62 6.9 +0.7
DFAI Dimensional International Core Equity Market ETF 44.3 18 49 7.0 +0.8
IDHQ Invesco S&P International Developed High Quality ETF 43.7 29 38 6.2 +0.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 42.2 25 42 7.0 +0.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 41.6 20 47 6.8 +0.6
VYMI Vanguard International High Dividend Yield ETF 41.4 22 45 9.6 +3.4
CWI SPDR MSCI ACWI ex-US ETF 40.5 30 37 6.7 +0.6
FNDF Schwab Fundamental International Large Co. Index ETF 40.0 25 42 9.2 +3.1
RFEU First Trust Riverfront Dynamic Europe ETF 39.6 83 -16 8.8 +2.7
ACWX iShares MSCI ACWI ex U.S. ETF 39.5 34 33 6.8 +0.6
OEUR ALPS O'Shares Europe Quality Dividend ETF 39.5 48 19 5.9 -0.2
IVLU iShares MSCI Intl Value Factor ETF 39.0 30 37 10.9 +4.8
INTF iShares International Equity Factor ETF 38.1 15 52 8.0 +1.8
IQIN IQ 500 International ETF 37.6 25 42 8.7 +2.6
FENI Fidelity Enhanced International ETF 37.6 28 39 8.0 +1.9
UMMA Wahed Dow Jones Islamic World ETF 37.4 65 2 4.6 -1.6
IMTM iShares MSCI Intl Momentum Factor ETF 36.9 30 37 6.6 +0.4
CIL VictoryShares International Volatility Wtd ETF 36.4 45 22 6.8 +0.7
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 36.4 51 16 6.7 +0.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 35.6 41 26 6.7 +0.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 34.8 58 9 5.9 -0.3
DFSI Dimensional International Sustainability Core 1 ETF 34.6 24 43 6.1 -0.0
IMFL Invesco International Developed Dynamic Multifactor ETF 34.1 34 33 10.7 +4.6
IXUS iShares Core MSCI Total International Stock ETF 34.1 7 60 7.0 +0.8
FEZ SPDR EURO STOXX 50 ETF 33.6 29 38 6.5 +0.3
VEU Vanguard FTSE All-World ex-US Index Fund 32.7 8 59 7.0 +0.8
ISZE iShares MSCI Intl Size Factor ETF 32.4 30 37 6.7 +0.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 31.6 39 28 7.2 +1.0
DFIC Dimensional International Core Equity 2 ETF 31.3 23 44 7.5 +1.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 30.8 39 28 7.7 +1.5
DIHP Dimensional International High Profitability ETF 30.3 29 38 7.4 +1.3
VXUS Vanguard Total International Stock ETF 28.2 7 60 6.9 +0.8
NUDM Nuveen ESG International Developed Markets Equity ETF 28.1 31 36 6.3 +0.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 28.1 22 45 5.9 -0.3
FIVA Fidelity International Value Factor ETF 27.6 18 49 9.8 +3.7
DFIV Dimensional International Value ETF 27.5 27 40 9.7 +3.6
TPIF Timothy Plan International ETF 27.2 62 5 6.5 +0.4
AVDE Avantis International Equity ETF 27.0 23 44 7.8 +1.6
QINT American Century Quality Diversified International ETF 26.9 39 28 7.7 +1.5
RFDI First Trust Riverfront Dynamic Developed International ETF 26.8 83 -16 8.8 +2.6
HEDJ WisdomTree Europe Hedged Equity Fund 26.5 58 9 9.3 +3.2
VSGX Vanguard ESG International Stock ETF 26.4 12 55 6.5 +0.4
FDEV Fidelity International Multifactor ETF 26.2 18 49 7.4 +1.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 25.1 32 35 5.7 -0.5
DWMF WisdomTree International Multifactor Fund 25.0 38 29 7.4 +1.2
FEP First Trust Europe AlphaDEX Fund 24.3 80 -13 5.5 -0.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 24.1 80 -13 5.2 -1.0
IQDG WisdomTree International Quality Dividend Growth Fund 24.0 42 25 6.1 -0.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 23.9 58 9 6.0 -0.1
FICS First Trust International Developed Capital Strength ETF 23.7 70 -3 4.3 -1.9
JPIN J.P. Morgan Diversified Return International Equity ETF 23.4 37 30 8.5 +2.3
EWU iShares MSCI United Kingdom ETF 23.1 50 17 7.9 +1.8
DTH WisdomTree International High Dividend Fund 23.1 58 9 10.0 +3.8
OSEA Harbor International Compounders ETF 23.1 55 12 3.9 -2.2
VIGI Vanguard International Dividend Appreciation ETF 22.4 15 52 5.7 -0.4
IGRO iShares International Dividend Growth ETF 22.1 15 52 7.1 +1.0
IDLV Invesco S&P International Developed Low Volatility ETF 21.8 25 42 5.8 -0.3
FLGB Franklin FTSE United Kingdom ETF 21.7 9 58 8.2 +2.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 21.6 30 37 7.9 +1.7
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 21.2 80 -13 3.5 -2.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 21.0 24 43 8.3 +2.2
ESGG FlexShares STOXX Global ESG Select Index Fund 21.0 42 25 5.2 -1.0
IQDE FlexShares International Quality Dividend Defensive Index ET 20.8 47 20 8.2 +2.1
JIG JPMorgan International Growth ETF 20.8 55 12 4.3 -1.9
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 20.0 65 2 5.8 -0.3
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 19.5 20 47 10.2 +4.0
IQDF FlexShares International Quality Dividend Index Fund 19.4 47 20 8.9 +2.8
DGT SPDR Global Dow ETF 19.3 50 17 6.6 +0.5
FEUZ First Trust Eurozone AlphaDEX ETF 19.3 80 -13 4.3 -1.8
EUDV ProShares MSCI Europe Dividend Growers ETF 19.3 55 12 4.9 -1.2
BKCI BNY Mellon Concentrated International ETF 19.2 80 -13 3.8 -2.4
IXG iShares Global Financials ETF 19.1 42 25 6.6 +0.5
QWLD SPDR MSCI World StrategicFactors ETF 18.9 30 37 5.9 -0.3
EUFN iShares MSCI Europe Financials ETF 18.6 51 16 8.0 +1.9
VWID Virtus WMC International Dividend ETF 18.5 49 18 9.2 +3.1
EQIN Columbia US Equity Income ETF 18.5 35 32 8.4 +2.3
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 18.2 9 58 9.5 +3.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 18.1 29 38 8.6 +2.4
CGXU Capital Group International Focus Equity ETF 18.0 54 13 5.1 -1.1
CID VictoryShares International High Div Volatility Wtd ETF 17.9 45 22 9.0 +2.8
TTAI FCF International Quality ETF 17.8 59 8 6.6 +0.4
CGGO Capital Group Global Growth Equity ETF 17.6 47 20 4.8 -1.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 17.4 47 20 9.1 +2.9
WWJD Inspire International ETF 17.4 80 -13 6.9 +0.8
IDMO Invesco S&P International Developed Momentum ETF 16.9 25 42 7.6 +1.4
EWQ iShares MSCI France ETF 16.8 53 14 5.8 -0.3
TOK iShares MSCI Kokusai ETF 16.7 26 41 5.2 -0.9
UIVM VictoryShares International Value Momentum ETF 16.5 35 32 10.5 +4.3
FKU First Trust United Kingdom AlphaDEX Fund 16.4 80 -13 7.1 +1.0
IXJ iShares Global Healthcare ETF 16.1 42 25 5.8 -0.3
EXI iShares Global Industrials ETF 16.1 42 25 4.9 -1.3
FIDI Fidelity International High Dividend ETF 16.1 18 49 10.4 +4.3
AVIV Avantis International Large Cap Value ETF 16.0 25 42 8.8 +2.6
URTH iShares MSCI World ETF 15.7 24 43 5.4 -0.8
IOO iShares Global 100 ETF 15.5 41 26 4.9 -1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 15.4 9 58 5.4 -0.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 14.9 50 17 5.0 -1.2
EWL iShares MSCI Switzerland ETF 14.8 50 17 4.0 -2.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 14.7 42 25 7.4 +1.3
ACWI iShares MSCI ACWI ETF 14.1 32 35 5.5 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 13.7 9 58 5.7 -0.5
JGLO JPMorgan Global Select Equity ETF 13.7 33 34 4.5 -1.7
DEW WisdomTree Global High Dividend Fund 13.7 58 9 8.7 +2.5
AGQI First Trust Active Global Quality Income ETF 13.5 85 -18 5.4 -0.8
IDOG ALPS International Sector Dividend Dogs ETF 13.5 50 17 11.5 +5.3
LVHI Franklin International Low Volatility High Dividend Index ET 13.4 40 27 10.3 +4.2
BLES Inspire Global Hope ETF 13.3 61 6 6.4 +0.2
RODE Hartford Multifactor Diversified International ETF 13.0 29 38 11.4 +5.3
EWG iShares MSCI Germany ETF 12.9 50 17 6.5 +0.3
JHID John Hancock International High Dividend ETF 12.9 46 21 11.0 +4.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 12.9 65 2 8.3 +2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 12.6 20 47 5.3 -0.9
DAX Global X DAX Germany ETF 12.5 21 46 6.9 +0.7
MOTG VanEck Morningstar Global Wide Moat ETF 12.4 52 15 5.7 -0.5
NTZG Nuveen Global Net Zero Transition ETF 12.4 56 11 4.8 -1.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 12.3 80 -13 8.1 +1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 12.3 12 55 4.8 -1.3
VT Vanguard Total World Stock ETF 12.1 7 60 5.8 -0.4
FLGR Franklin FTSE Germany ETF 11.8 9 58 7.1 +0.9
WRND IQ Global Equity R&D Leaders ETF 11.7 18 49 7.1 +0.9
IPKW Invesco International BuyBack Achievers ETF 11.6 55 12 9.5 +3.4
GLOF iShares Global Equity Factor ETF 11.0 20 47 7.2 +1.0
DIVS SmartETFs Dividend Builder ETF 10.8 65 2 5.1 -1.1
KXI iShares Global Consumer Staples ETF 10.7 41 26 5.5 -0.6
DWX SPDR S&P International Dividend ETF 10.6 45 22 6.6 +0.5
FLSW Franklin FTSE Switzerland ETF 10.5 9 58 5.0 -1.2
SCHY Schwab International Dividend Equity ETF 10.5 14 53 8.9 +2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 10.4 80 -13 4.5 -1.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 10.4 25 42 5.7 -0.4
FSZ First Trust Switzerland AlphaDEX Fund 10.3 80 -13 3.9 -2.3
DMDV AAM S&P Developed Markets High Dividend Value ETF 10.2 39 28 13.1 +6.9
RXI iShares Global Consumer Discretionary ETF 10.2 41 26 5.8 -0.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 10.1 65 2 12.3 +6.1
AIVI WisdomTree International AI Enhanced Value Fund 10.1 58 9 8.0 +1.8
HART IQ Healthy Hearts ETF 10.0 45 22 5.2 -0.9
FGM First Trust Germany AlphaDEX Fund 10.0 80 -13 9.7 +3.5
IDV iShares International Select Dividend ETF 9.8 51 16 12.0 +5.8
KOCG FIS Knights of Columbus Global Belief ETF 9.5 75 -8 5.4 -0.8
DSTX Distillate International Fundamental Stability & Value ETF 9.5 55 12 8.6 +2.5
FYLD Cambria Foreign Shareholder Yield ETF 9.4 59 8 12.2 +6.0
VIDI Vident International Equity Strategy ETF 9.3 61 6 11.9 +5.7
BINV Brandes International ETF 9.3 70 -3 8.2 +2.1
GDVD R3 Global Dividend Growth ETF 9.3 88 -21 5.6 -0.6
SXUS Janus Henderson International Sustainable Equity ETF 9.1 60 7 4.1 -2.1
SDG iShares MSCI Global Sustainable Development Goals ETF 8.8 49 18 5.6 -0.6
MOTI VanEck Morningstar International Moat ETF 8.4 58 9 6.2 +0.1
IMOM Alpha Architect International Quantitative Momentum ETF 8.3 49 18 7.3 +1.1
FDD First Trust Stoxx European Select Dividend Index Fund 7.8 58 9 12.9 +6.7
EFAS Global X MSCI SuperDividend EAFE ETF 7.8 57 10 9.7 +3.6
WLDR Affinity World Leaders Equity ETF 7.7 67 0 8.4 +2.2
EWN iShares MSCI Netherlands ETF 7.5 50 17 4.6 -1.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 7.5 46 21 9.3 +3.1
FID First Trust S&P International Dividend Aristocrats ETF 7.4 60 7 9.4 +3.3
OCEN IQ Clean Oceans ETF 7.4 45 22 5.6 -0.6
GCOW Pacer Global Cash Cows Dividend ETF 7.3 60 7 12.1 +6.0
DIM WisdomTree International MidCap Dividend Fund 7.3 58 9 7.5 +1.4
XT iShares Exponential Technologies ETF 7.2 46 21 4.7 -1.5
GNR SPDR S&P Global Natural Resources ETF 7.2 40 27 9.8 +3.7
GVAL Cambria Global Value ETF 6.9 68 -1 12.9 +6.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 6.7 56 11 13.6 +7.4
GDOC Goldman Sachs Future Health Care Equity ETF 6.6 75 -8 3.4 -2.8
TEMP JPMorgan Climate Change Solutions ETF 6.3 49 18 5.3 -0.9
MXI iShares Global Materials ETF 6.3 41 26 6.8 +0.6
WDIV SPDR S&P Global Dividend ETF 6.3 40 27 9.6 +3.4
SAGP Strategas Global Policy Opportunities ETF 6.3 65 2 5.3 -0.9
CLNR IQ Cleaner Transport ETF 6.2 45 22 6.3 +0.2
BNE Blue Horizon BNE ETF 6.1 87 -20 5.2 -1.0
TOLL Tema Monopolies and Oligopolies ETF 6.0 75 -8 2.8 -3.4
LUX Tema Luxury ETF 6.0 75 -8 3.9 -2.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 5.9 70 -3 3.8 -2.4
LUXX Roundhill S&P Global Luxury ETF 5.9 45 22 3.0 -3.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.8 58 9 4.7 -1.4
EDEN iShares MSCI Denmark ETF 5.7 53 14 5.8 -0.3
IXN iShares Global Tech ETF 5.6 41 26 4.3 -1.8
IXC iShares Global Energy ETF 5.6 44 23 9.1 +2.9
FILL iShares MSCI Global Energy Producers ETF 5.5 39 28 10.0 +3.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 5.2 45 22 5.8 -0.3
GINN Goldman Sachs Innovate Equity ETF 5.0 52 15 2.7 -3.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.9 47 20 5.7 -0.5
KLDW Knowledge Leaders Developed World ETF 4.9 75 -8 4.8 -1.4
GSFP Goldman Sachs Future Planet Equity ETF 4.6 75 -8 4.5 -1.7
AGNG Global X Aging Population ETF 4.5 50 17 3.9 -2.2
FDTX Fidelity Disruptive Technology ETF 4.5 50 17 3.0 -3.2
EWD iShares MSCI Sweden ETF 4.5 54 13 6.1 -0.0
JSTC Adasina Social Justice All Cap Global ETF 4.4 89 -22 4.9 -1.3
CANC Tema Oncology ETF 4.4 75 -8 -4.1 -10.2
FINE Themes European Luxury ETF 4.3 35 32 -2.7 -8.8
EWP iShares MSCI Spain ETF 4.2 50 17 7.9 +1.8
EWI iShares MSCI Italy ETF 4.2 50 17 8.3 +2.1
IDNA iShares Genomics Immunology and Healthcare ETF 4.0 47 20 -4.0 -10.2
JXI iShares Global Utilities ETF 3.9 43 24 6.3 +0.2
BLLD JPMorgan Sustainable Infrastructure ETF 3.8 49 18 5.6 -0.5
ACWV iShares MSCI Global Min Vol Factor ETF 3.8 20 47 6.2 +0.0
CRTC Xtrackers US National Critical Technologies ETF 3.8 35 32 5.4 -0.8
SHPP Pacer Industrials and Logistics ETF 3.6 60 7 8.5 +2.3
INNO Harbor Disruptive Innovation ETF 3.5 75 -8 -1.5 -7.7
JRNY ALPS Global Travel Beneficiaries ETF 3.4 65 2 -1.2 -7.4
TINY ProShares Nanotechnology ETF 3.4 58 9 1.4 -4.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.4 45 22 -0.5 -6.6
BECO BlackRock Future Climate and Sustainable Economy ETF 3.3 70 -3 12.8 +6.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.3 55 12 3.5 -2.7
IXP iShares Global Comm Services ETF 3.2 42 25 5.4 -0.7
FPAG FPA Global Equity ETF 3.2 49 18 5.5 -0.7
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -3 1.9 -4.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.0 79 -12 4.9 -1.3
HAP VanEck Natural Resources ETF 3.0 50 17 10.0 +3.8
GBUY Goldman Sachs Future Consumer Equity ETF 3.0 75 -8 3.7 -2.5
CGUS Capital Group Core Equity ETF 2.9 33 34 4.6 -1.5
FNDC Schwab Fundamental International Small Co. Index ETF 2.9 39 28 7.0 +0.8
CARZ First Trust NASDAQ Global Auto Index Fund 2.9 70 -3 2.9 -3.2
IVAL Alpha Architect International Quantitative Value ETF 2.8 49 18 10.2 +4.1
VCLN Virtus Duff & Phelps Clean Energy ETF 2.8 59 8 3.4 -2.8
NXTG First Trust Indxx NextG ETF 2.8 70 -3 5.9 -0.3
CLOD Themes Cloud Computing ETF 2.7 35 32 3.7 -2.4
IDRV iShares Self-driving EV & Tech ETF 2.7 47 20 -0.4 -6.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.6 61 6 2.7 -3.5
ROBO ROBO Global Robotics & Automation Index ETF 2.6 95 -28 3.3 -2.9
PAWZ ProShares Pet Care ETF 2.6 50 17 3.6 -2.6
IBOT Vaneck Robotics ETF 2.6 47 20 3.7 -2.4
DTEC ALPS Disruptive Technologies ETF 2.5 50 17 3.2 -3.0
AIQ Global X Artificial Intelligence & Technology ETF 2.5 68 -1 4.0 -2.1
KNCT Invesco Next Gen Connectivity ETF 2.5 40 27 5.7 -0.5
DFIS Dimensional International Small Cap ETF 2.5 39 28 6.4 +0.2
GII SPDR S&P Global Infrastructure ETF 2.5 40 27 4.8 -1.3
IGF iShares Global Infrastructure ETF 2.5 41 26 4.8 -1.4
FAN First Trust Global Wind Energy ETF 2.4 60 7 5.3 -0.9
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.4 75 -8 4.6 -1.5
PRNT 3D Printing ETF 2.3 66 1 -1.2 -7.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.3 65 2 1.3 -4.9
SNSR Global X Internet of Things ETF 2.3 68 -1 4.3 -1.9
ISCF iShares International SmallCap Equity Factor ETF 2.3 23 44 8.7 +2.6
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.2 75 -8 7.6 +1.4
QTUM Defiance Quantum ETF 2.2 40 27 4.4 -1.8
DINT Davis Select International ETF 2.2 55 12 6.2 +0.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.2 46 21 5.3 -0.8
IQRA IQ CBRE Real Assets ETF 2.1 65 2 5.5 -0.7
CGGR Capital Group Growth ETF 2.0 39 28 3.6 -2.5
NETZ TCW Transform Systems ETF 2.0 75 -8 3.8 -2.4
FDRR Fidelity Dividend ETF for Rising Rates 2.0 15 52 7.7 +1.5
PICK iShares MSCI Global Metals & Mining Producers ETF 2.0 39 28 12.7 +6.6
BULD Pacer BlueStar Engineering the Future ETF 1.9 60 7 1.2 -4.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.9 47 20 1.9 -4.2
WDNA WisdomTree BioRevolution Fund 1.9 45 22 -3.7 -9.8
SMOG VanEck Low Carbon Energy ETF 1.8 61 6 2.7 -3.4
BMED Future Health ETF 1.8 85 -18 -0.3 -6.4
MVPS Amplify Thematic All-Stars ETF 1.7 49 18 3.1 -3.1
RSHO Tema American Reshoring ETF 1.7 75 -8 3.6 -2.6
MOTO SmartETFs Smart Transportation & Technology ETF 1.7 68 -1 7.1 +1.0
ISHP First Trust Nasdaq Retail ETF 1.6 60 7 3.2 -3.0
KROP Global X AgTech & Food Innovation ETF 1.6 50 17 4.7 -1.4
OGIG ALPS O'Shares Global Internet Giants ETF 1.6 48 19 0.6 -5.6
FBOT Fidelity Disruptive Automation ETF 1.5 50 17 3.8 -2.4
IQM Franklin Intelligent Machines ETF 1.5 50 17 3.5 -2.6
FDVV Fidelity High Dividend ETF 1.4 15 52 9.0 +2.8
LNGG Roundhill Alerian LNG ETF 1.4 65 2 8.5 +2.3
EWK iShares MSCI Belgium ETF 1.4 50 17 7.6 +1.4
MDEV First Trust Indxx Medical Devices ETF 1.4 70 -3 4.3 -1.9
JETS U.S. Global Jets ETF 1.3 60 7 -15.6 -21.8
IVEG iShares Emergent Food and AgTech Multisector ETF 1.3 47 20 8.2 +2.0
TMFG Motley Fool Global Opportunities ETF 1.3 85 -18 3.4 -2.8
DISV Dimensional International Small Cap Value ETF 1.3 42 25 8.8 +2.6
CGDV Capital Group Dividend Value ETF 1.2 33 34 5.7 -0.4
DRIV Global X Autonomous & Electric Vehicles ETF 1.2 68 -1 5.7 -0.5
BTEK Future Tech ETF 1.2 88 -21 2.3 -3.9
ARKX ARK Space Exploration & Innovation ETF 1.2 75 -8 2.2 -4.0
SYNB Putnam BioRevolution ETF 1.2 70 -3 2.9 -3.3
EFNL iShares MSCI Finland ETF 1.2 56 11 8.0 +1.8
ICLN iShares Global Clean Energy ETF 1.2 41 26 4.8 -1.4
APIE ActivePassive International Equity ETF 1.1 45 22 7.6 +1.4
FMIL Fidelity New Millennium ETF 1.1 59 8 4.6 -1.5
FDNI First Trust Dow Jones International Internet ETF 1.1 65 2 3.0 -3.2
GMET VanEck Green Metals ETF 1.1 63 4 10.6 +4.5
FDFF Fidelity Disruptive Finance ETF 1.1 50 17 4.6 -1.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.0 68 -1 0.3 -5.9
FFLC Fidelity Fundamental Large Cap Core ETF 1.0 38 29 5.1 -1.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.0 49 18 6.4 +0.3
IDAT iShares Future Cloud 5G and Tech ETF 1.0 47 20 4.4 -1.8
UFO Procure Space ETF 1.0 75 -8 -1.1 -7.2
ANEW ProShares MSCI Transformational Changes ETF 1.0 45 22 3.6 -2.6
HDRO Defiance Next Gen H2 ETF 1.0 30 37 -13.0 -19.2
HJEN Direxion Hydrogen ETF 1.0 45 22 -6.7 -12.9
DFNL Davis Select Financial ETF 0.9 63 4 7.2 +1.0
ION ProShares S&P Global Core Battery Metals ETF 0.9 58 9 13.0 +6.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.9 85 -18 4.6 -1.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.9 75 -8 3.1 -3.1
SHLD Global X Defense Tech ETF 0.9 50 17 5.0 -1.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 0.9 56 11 1.3 -4.9
SUPL ProShares Supply Chain Logistics ETF 0.9 58 9 14.1 +8.0
MJ ETFMG Alternative Harvest 0.9 75 -8 -35.1 -41.3
TOKE Cambria Cannabis ETF 0.9 42 25 2.2 -4.0
AADR AdvisorShares Dorsey Wright ADR ETF 0.9 110 -43 5.9 -0.2
PBD Invesco Global Clean Energy ETF 0.9 75 -8 -7.0 -13.1
FPXI First Trust International Equity Opportunities ETF 0.9 70 -3 4.0 -2.2
EV Mast Global Battery Recycling & Production ETF 0.8 65 2 13.2 +7.0
DWLD Davis Select Worldwide ETF 0.8 63 4 7.0 +0.8
SEA U.S. Global Sea to Sky Cargo ETF 0.8 60 7 17.7 +11.5
BOTZ Global X Robotics & Artificial Intelligence ETF 0.8 69 -2 2.5 -3.7
BCDF Horizon Kinetics Blockchain Development ETF 0.8 85 -18 4.9 -1.2
ENOR iShares MSCI Norway ETF 0.8 53 14 7.6 +1.5
NORW Global X MSCI Norway ETF 0.8 50 17 7.6 +1.4
CHAT Roundhill Generative AI & Technology ETF 0.8 75 -8 4.0 -2.1
IFGL iShares International Developed Real Estate ETF 0.7 48 19 6.6 +0.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.7 12 55 8.0 +1.8
WPS iShares International Developed Property ETF 0.7 48 19 7.0 +0.8
ERET iShares Environmentally Aware Real Estate ETF 0.7 30 37 6.7 +0.6
COPX Global X Copper Miners ETF 0.7 65 2 8.0 +1.8
PSP Invesco Global Listed Private Equity ETF 0.7 106 -39 8.0 +1.8
PIO Invesco Global Water ETF 0.7 75 -8 5.8 -0.3
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.7 10 57 7.6 +1.4
IEUS iShares MSCI Europe Small-Cap ETF 0.7 42 25 5.8 -0.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.7 40 27 6.2 0.0
AHOY Newday Ocean Health ETF 0.7 75 -8 5.5 -0.7
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.7 58 9 9.2 +3.0
FTAG First Trust Indxx Global Agriculture ETF 0.7 70 -3 9.2 +3.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.6 68 -1 4.2 -2.0
EATV VegTech Plant-based Innovation & Climate ETF 0.6 75 -8 3.6 -2.5
IWTR iShares MSCI Water Management Multisector ETF 0.6 47 20 4.9 -1.2
EWUS iShares MSCI United Kingdom Small Cap ETF 0.6 59 8 5.6 -0.6
TINT ProShares Smart Materials ETF 0.6 58 9 5.6 -0.6
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.6 85 -18 8.7 +2.5
BPAY BlackRock Future Financial and Technology ETF 0.6 70 -3 8.9 +2.7
IGPT Invesco AI and Next Gen Software ETF 0.6 60 7 4.3 -1.9
BJK VanEck Gaming ETF 0.6 65 2 1.9 -4.3
ODDS Pacer BlueStar Digital Entertainment ETF 0.6 60 7 2.3 -3.9
FIXT Procure Disaster Recovery Strategy ETF 0.5 75 -8 5.9 -0.3
CUT Invesco MSCI Global Timber ETF 0.5 61 6 8.2 +2.1
GGME Invesco Next Gen Media and Gaming ETF 0.5 60 7 3.9 -2.3
EBLU Ecofin Global Water ESG Fund 0.5 40 27 3.9 -2.2
EIRL iShares MSCI Ireland ETF 0.5 50 17 5.7 -0.5
DMAT Global X Disruptive Materials ETF 0.5 59 8 12.1 +5.9
ETEC iShares Breakthrough Environmental Solutions ETF 0.5 47 20 8.0 +1.8
RWO SPDR Dow Jones Global Real Estate ETF 0.5 50 17 6.3 +0.1
RWX SPDR Dow Jones International Real Estate ETF 0.5 59 8 6.6 +0.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.5 33 34 7.1 +0.9
IBUY Amplify Online Retail ETF 0.5 65 2 1.5 -4.6
BUYZ Franklin Disruptive Commerce ETF 0.5 50 17 2.2 -4.0
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.5 18 49 7.0 +0.9
HELX Franklin Genomic Advancements ETF 0.5 50 17 0.1 -6.1
EFRA iShares Environmental Infrastructure and Industrials ETF 0.5 47 20 4.9 -1.2
FINX Global X FinTech ETF 0.4 68 -1 3.4 -2.8
FMED Fidelity Disruptive Medicine ETF 0.4 50 17 -0.1 -6.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 28 -2.7 -8.9
ERTH Invesco MSCI Sustainable Future ETF 0.4 62 5 3.2 -2.9
TRFK Pacer Data and Digital Revolution ETF 0.4 60 7 4.6 -1.5
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.4 75 -8 5.7 -0.4
AVDV Avantis International Small Cap Value ETF 0.4 36 31 7.7 +1.5
CACG ClearBridge All Cap Growth ESG ETF 0.4 54 13 3.6 -2.5
LRGE ClearBridge Large Cap Growth ESG ETF 0.4 59 8 3.7 -2.5
WOOD iShares Global Timber & Forestry ETF 0.4 42 25 9.4 +3.3
ROYA Tema Global Royalties ETF 0.4 75 -8 4.4 -1.7
CGV Conductor Global Equity Value ETF 0.4 130 -63 10.5 +4.3
FRNW Fidelity Clean Energy ETF 0.4 39 28 3.7 -2.5
MOO VanEck Agribusiness ETF 0.4 53 14 9.6 +3.4
REET iShares Global REIT ETF 0.4 14 53 6.6 +0.4
DFGR Dimensional Global Real Estate ETF 0.4 22 45 6.5 +0.3
AFK VanEck Africa Index ETF 0.4 98 -31 8.8 +2.7
FDHT Fidelity Digital Health ETF 0.4 39 28 -1.9 -8.1
CGW Invesco S&P Global Water Index ETF 0.4 57 10 3.7 -2.4
PEX ProShares Global Listed Private Equity ETF 0.4 81 -14 11.5 +5.4
ARKF ARK Fintech Innovation ETF 0.4 75 -8 -0.3 -6.4
WTRE WisdomTree New Economy Real Estate Fund 0.3 58 9 4.8 -1.3
RVRB Reverb ETF 0.3 30 37 5.0 -1.2
WNDY Global X Wind Energy ETF 0.3 50 17 5.4 -0.8
AVRE Avantis Real Estate ETF 0.3 17 50 6.1 -0.0
EWO iShares MSCI Austria ETF 0.3 50 17 12.5 +6.3
AWAY ETFMG Travel Tech ETF 0.3 76 -9 -4.3 -10.4
CTEC Global X CleanTech ETF 0.3 50 17 2.5 -3.6
FMET Fidelity Metaverse ETF 0.2 39 28 5.1 -1.1
IVRS iShares Future Metaverse Tech and Communications ETF 0.2 47 20 -3.9 -10.0
BETZ Roundhill Sports Betting & iGaming ETF 0.2 75 -8 1.8 -4.3
BNGE First Trust S-Network Streaming and Gaming ETF 0.2 70 -3 -2.1 -8.3
CRUZ Defiance Hotel Airline and Cruise ETF 0.2 45 22 -5.1 -11.3
CRAK VanEck Oil Refiners ETF 0.2 61 6 13.9 +7.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.2 75 -8 5.0 -1.2
SRVR Pacer Data & Infrastructure Real Estate ETF 0.2 55 12 2.0 -4.1
FDCF Fidelity Disruptive Communications ETF 0.2 50 17 2.7 -3.4
SDIV Global X Superdividend ETF 0.2 58 9 15.0 +8.9
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.2 39 28 -0.7 -6.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.2 60 7 0.5 -5.6
AQWA Global X Clean Water ETF 0.2 50 17 4.1 -2.0
RNRG Global X Renewable Energy Producers ETF 0.2 66 1 4.6 -1.5
CIBR First Trust NASDAQ Cybersecurity ETF 0.2 60 7 4.2 -1.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.1 60 7 3.6 -2.6
INDS Pacer Industrial Real Estate ETF 0.1 55 12 5.5 -0.7
RITA ETFB Green SRI REITs ETF 0.1 50 17 5.1 -1.0
ROOF IQ CBRE NextGen Real Estate ETF 0.1 60 7 7.0 +0.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 46 4.0 -2.2
FTRI First Trust Indxx Global Natural Resources Income ETF 0.1 70 -3 10.0 +3.8
NLR VanEck Uranium+Nuclear Energy ETF 0.1 61 6 4.0 -2.2
VEGI iShares MSCI Agriculture Producers ETF 0.1 39 28 9.5 +3.3
ECLN First Trust EIP Carbon Impact ETF 0.1 96 -29 5.0 -1.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.1 72 -5 0.1 -6.0
EDOC Global X Telemedicine & Digital Health ETF Registered 0.1 68 -1 -4.2 -10.4
GNOM Global X Genomics & Biotechnology ETF 0.1 50 17 -5.1 -11.3
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 49 6.5 +0.3
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -8 4.4 -1.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.1 20 47 5.6 -0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.1 15 52 4.7 -1.5
QQQN VictoryShares Nasdaq Next 50 ETF 0.1 18 49 4.4 -1.8
SETM Sprott Energy Transition Materials ETF 0.1 65 2 6.4 +0.3
EMM Global X Emerging Markets ex-China ETF 0.1 75 -8 3.8 -2.3
EMC Global X Emerging Markets Great Consumer ETF 0.1 75 -8 4.8 -1.4
IWFH iShares Virtual Work and Life Multisector ETF 0.1 47 20 -4.2 -10.4
SILJ ETFMG Prime Junior Silver Miners ETF 0.1 69 -2 1.4 -4.8
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 40 8.7 +2.5
BATT Amplify Lithium & Battery Technology ETF 0.1 59 8 0.6 -5.6
BOAT SonicShares Global Shipping ETF 0.1 69 -2 31.0 +24.8
IPOS Renaissance International IPO ETF 0.1 80 -13 -0.6 -6.7
ARB AltShares Merger Arbitrage ETF 0.1 77 -10 3.2 -3.0
PTEC Global X PropTech ETF 0.1 50 17 1.6 -4.5
PRAY FIS Christian Stock Fund 0.1 69 -2 6.0 -0.2
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.0 86 -19 2.0 -4.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.0 86 -19 1.6 -4.5
OND ProShares On-Demand ETF 0.0 58 9 -2.2 -8.3
HYDR Global X Hydrogen ETF 0.0 50 17 -14.3 -20.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.0 75 -8 3.9 -2.2
SCHC Schwab International Small-Cap Equity ETF 0.0 11 56 6.2 +0.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 7 60 6.4 +0.2
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 60 7.4 +1.2

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 12.1 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 67 bp
Equals: ALTAR Score 6.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 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.