WisdomTree International Hedged Quality Dividend Growth Fund
ALTAR
Score™
5.4% info Recommen-
dation
UNDERWEIGHT
2024E    2025E
P/E
ratio
18.0x P/Sales
ratio
1.8x
P/BV
ratio
3.2x Div.
yield
2.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree International Hedged Dividend Growth Fund is an exchange-traded fund incorporated in the USA. The Fund seeks to provide exposure to developed market companies while at the same time neutralizing exposure to fluctuations between the value of foreign currencies and the U.S. dollar.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree Asset Management In
Website www.wisdomtree.com
Inception date May 07, 2014
Assets (mns) $2,255
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian State Street Bank & Trust Co
Weighting Dividend
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 261
Wgt avg mkt cap (mns) $104,806
Large cap (>$10bn) 81.3%
Mid cap ($2-10bn) 15.7%
Small cap (<$2bn) 2.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
LVMH MOET HENNESSY LOUIS VUI 5.0 %
INDITEX 4.3 %
ASML HOLDING NV 3.9 %
NOVARTIS AG 3.4 %
ASTRAZENECA PLC 3.1 %
NOVO NORDISK A/S-B 3.0 %
DEUTSCHE POST AG-REG 2.9 %
ROCHE HOLDING LTD 2.6 %
DIAGEO PLC 2.4 %
GLAXOSMITHKLINE PLC 2.4 %
Total 33.1 %

TOP COUNTRY EXPOSURE
BRITAIN 16.8 %
JAPAN 15.1 %
SWITZERLAND 13.2 %
NETHERLANDS 10.4 %
FRANCE 10.3 %
AUSTRALIA 6.9 %
SPAIN 6.2 %
GERMANY 4.9 %
DENMARK 4.3 %
SWEDEN 3.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.8% 13.7% 11.8% -- 9.1%

Market Correlations
versus... Beta R-squared
S&P500 0.79 87%
MSCI EAFE 0.80 84%
MSCI Emg. Mkts. 0.55 43%

Technical Indicators
Recent close $44.66
30d moving avg. $40.16
Annualized volatility 14.9%
Short interest (ETF) 0.4%
Relative strength (RSI) 78

Liquidity measures
Avg. volume (thou.) 360
Turnover 0.7%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $14,352

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 422 potential alternatives to the WisdomTree International Hedged Quality Dividend Growth Fund ETF based on the alternatives' overlap in portfolio holdings with IHDG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IHDG Expense: 58 bp ALTAR Score™: 5.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHDG
Ticker Fund
Name
Overlap1
vs IHDG
(%)
Expense
ratio
(bp)
Savings
vs IHDG
(bp)
ALTAR
Score™
(%)
ALTAR
vs IHDG
(%)
IQDG WisdomTree International Quality Dividend Growth Fund 95.2 42 16 5.6 +0.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 56.7 58 0 5.8 +0.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 52.7 42 16 6.6 +1.2
EFG iShares MSCI EAFE Growth ETF 36.5 36 22 4.0 -1.4
IDHQ Invesco S&P International Developed High Quality ETF 34.4 29 29 5.9 +0.5
IQLT iShares MSCI Intl Quality Factor ETF 34.4 30 28 5.7 +0.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 30.8 14 44 6.0 +0.6
OEUR ALPS O'Shares Europe Quality Dividend ETF 29.5 48 10 5.6 +0.2
BBEU JPMorgan BetaBuilders Europe ETF 28.3 9 49 6.7 +1.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 28.1 46 12 6.4 +1.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 28.0 30 28 6.8 +1.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 27.9 25 33 7.4 +2.0
UMMA Wahed Dow Jones Islamic World ETF 27.7 65 -7 4.2 -1.2
FLEE Franklin FTSE Europe ETF 27.6 9 49 6.9 +1.5
IEV iShares Europe ETF 27.5 67 -9 6.3 +0.9
RFEU First Trust Riverfront Dynamic Europe ETF 27.5 83 -25 8.7 +3.3
DIHP Dimensional International High Profitability ETF 27.1 29 29 6.9 +1.5
IEUR iShares Core MSCI Europe ETF 26.6 11 47 6.7 +1.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 26.5 20 38 6.0 +0.6
IQSI IQ Candriam International Equity ETF 26.4 15 43 6.3 +0.9
DMXF iShares ESG Advanced MSCI EAFE ETF 26.2 12 46 5.4 -0.0
SPEU SPDR Portfolio Europe ETF 25.6 7 51 6.7 +1.3
JIRE JPMorgan International Research Enhanced Equity ETF 25.0 24 34 6.7 +1.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 24.8 36 22 6.3 +1.0
EFA iShares MSCI EAFE ETF 24.8 35 23 6.4 +1.0
ESGD iShares ESG Aware MSCI EAFE ETF 24.4 20 38 6.4 +1.0
GSID Goldman Sachs MarketBeta International Equity ETF 24.3 20 38 6.6 +1.2
VGK Vanguard FTSE Europe ETF 23.2 11 47 6.8 +1.4
IEFA iShares Core MSCI EAFE ETF 22.8 7 51 6.6 +1.3
HFXI IQ FTSE International Equity Currency Neutral ETF 22.8 20 38 6.7 +1.4
DIVI Franklin International Core Dividend Tilt Index ETF 22.5 9 49 7.9 +2.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 22.5 20 38 6.8 +1.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 21.8 25 33 7.4 +2.0
BKIE BNY Mellon International Equity ETF 21.7 4 54 6.9 +1.5
VIGI Vanguard International Dividend Appreciation ETF 21.5 15 43 5.3 -0.1
TTAI FCF International Quality ETF 21.3 59 -1 6.7 +1.3
IGRO iShares International Dividend Growth ETF 21.1 15 43 7.3 +1.9
JHMD John Hancock Multifactor Developed International ETF 20.6 39 19 7.4 +2.0
IDEV iShares Core MSCI International Developed Markets ETF 20.6 4 54 6.7 +1.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 20.3 35 23 6.1 +0.7
IQDF FlexShares International Quality Dividend Index Fund 20.0 47 11 10.5 +5.1
DOL WisdomTree International LargeCap Dividend Fund 20.0 48 10 7.8 +2.4
SCHF Schwab International Equity ETF 19.9 6 52 7.0 +1.6
EZU iShares MSCI Eurozone ETF 19.8 52 6 6.2 +0.8
DFSI Dimensional International Sustainability Core 1 ETF 19.5 24 34 6.2 +0.8
OSEA Harbor International Compounders ETF 19.5 55 3 3.6 -1.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 19.3 45 13 6.3 +0.9
FLEU Franklin FTSE Eurozone ETF 19.2 9 49 6.7 +1.3
IMTM iShares MSCI Intl Momentum Factor ETF 19.0 30 28 7.1 +1.7
INTF iShares International Equity Factor ETF 18.8 15 43 7.9 +2.5
SPDW SPDR Portfolio Developed World ex-US ETF 18.8 3 55 6.8 +1.4
NUDM Nuveen ESG International Developed Markets Equity ETF 18.8 31 27 6.2 +0.8
JIG JPMorgan International Growth ETF 18.7 55 3 4.1 -1.3
HEDJ WisdomTree Europe Hedged Equity Fund 18.5 58 0 8.3 +2.9
FDEV Fidelity International Multifactor ETF 18.3 18 40 7.2 +1.8
BKCI BNY Mellon Concentrated International ETF 18.2 80 -22 5.0 -0.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 18.1 47 11 9.8 +4.4
DWM WisdomTree International Equity Fund 18.1 48 10 7.9 +2.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 17.9 40 18 7.8 +2.5
VEA Vanguard FTSE Developed Markets ETF 17.5 5 53 6.9 +1.5
QINT American Century Quality Diversified International ETF 17.4 39 19 7.4 +2.0
DFAI Dimensional International Core Equity Market ETF 17.3 18 40 6.9 +1.5
FEZ SPDR EURO STOXX 50 ETF 17.2 29 29 6.2 +0.8
RFDI First Trust Riverfront Dynamic Developed International ETF 16.4 83 -25 8.9 +3.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 16.1 39 19 7.5 +2.1
CWI SPDR MSCI ACWI ex-US ETF 16.1 30 28 6.7 +1.3
ACWX iShares MSCI ACWI ex U.S. ETF 16.0 34 24 4.8 -0.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 16.0 41 17 6.6 +1.2
FICS First Trust International Developed Capital Strength ETF 15.8 70 -12 5.9 +0.5
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 15.6 51 7 6.6 +1.2
TPIF Timothy Plan International ETF 15.5 62 -4 6.5 +1.1
CIL VictoryShares International Volatility Wtd ETF 15.5 45 13 6.7 +1.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 15.1 80 -22 5.6 +0.2
IXUS iShares Core MSCI Total International Stock ETF 14.8 7 51 5.0 -0.4
EFAV iShares MSCI EAFE Min Vol Factor ETF 14.8 22 36 6.2 +0.8
CGGO Capital Group Global Growth Equity ETF 14.8 47 11 4.0 -1.4
DIM WisdomTree International MidCap Dividend Fund 14.5 58 0 7.6 +2.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 14.5 39 19 7.5 +2.1
VSGX Vanguard ESG International Stock ETF 14.5 12 46 4.3 -1.1
CGXU Capital Group International Focus Equity ETF 14.3 54 4 4.1 -1.3
FLGB Franklin FTSE United Kingdom ETF 13.9 9 49 8.5 +3.1
IPAC iShares Core MSCI Pacific ETF 13.9 9 49 6.4 +1.0
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 13.9 32 26 6.7 +1.3
VEU Vanguard FTSE All-World ex-US Index Fund 13.8 8 50 5.1 -0.3
FIVA Fidelity International Value Factor ETF 13.4 18 40 10.3 +4.9
IXJ iShares Global Healthcare ETF 13.4 42 16 5.9 +0.5
IQDE FlexShares International Quality Dividend Defensive Index ET 13.2 47 11 10.2 +4.8
JPXN iShares JPX-Nikkei 400 ETF 13.1 48 10 7.2 +1.8
VXUS Vanguard Total International Stock ETF 13.1 7 51 5.2 -0.2
ISZE iShares MSCI Intl Size Factor ETF 13.0 30 28 6.6 +1.3
FLSW Franklin FTSE Switzerland ETF 12.8 9 49 5.1 -0.3
DFIC Dimensional International Core Equity 2 ETF 12.7 23 35 7.4 +2.0
EWL iShares MSCI Switzerland ETF 12.4 50 8 4.1 -1.3
VPL Vanguard FTSE Pacific ETF 12.3 8 50 6.5 +1.2
AVDE Avantis International Equity ETF 12.2 23 35 7.9 +2.5
FLJP Franklin FTSE Japan ETF 12.1 9 49 6.8 +1.4
LUXX Roundhill S&P Global Luxury ETF 12.0 45 13 2.5 -2.9
FLJH Franklin FTSE Japan Hedged ETF 11.9 9 49 6.6 +1.3
DXJ WisdomTree Japan Hedged Equity Fund 11.8 48 10 7.8 +2.5
BBJP JPMorgan BetaBuilders Japan ETF 11.8 19 39 6.8 +1.4
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 11.7 9 49 9.8 +4.4
EWJ iShares MSCI Japan ETF 11.7 50 8 6.4 +1.0
SCHY Schwab International Dividend Equity ETF 11.6 14 44 8.6 +3.2
DBJP Xtrackers MSCI Japan Hedged Equity ETF 11.5 47 11 6.3 +0.9
EWQ iShares MSCI France ETF 11.5 53 5 5.4 +0.0
DWMF WisdomTree International Multifactor Fund 11.5 38 20 7.2 +1.8
IQIN IQ 500 International ETF 11.4 25 33 8.9 +3.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 11.3 24 34 8.4 +3.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 11.0 29 29 8.6 +3.2
RXI iShares Global Consumer Discretionary ETF 10.9 41 17 5.3 -0.1
AVIV Avantis International Large Cap Value ETF 10.9 25 33 8.9 +3.5
JPIN J.P. Morgan Diversified Return International Equity ETF 10.8 37 21 8.6 +3.3
WWJD Inspire International ETF 10.8 80 -22 7.0 +1.6
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 10.6 25 33 7.7 +2.3
EWU iShares MSCI United Kingdom ETF 10.4 50 8 8.0 +2.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 10.2 45 13 8.3 +2.9
IDMO Invesco S&P International Developed Momentum ETF 10.1 25 33 7.8 +2.4
HART IQ Healthy Hearts ETF 10.0 45 13 5.1 -0.3
DSTX Distillate International Fundamental Stability & Value ETF 9.8 55 3 7.4 +2.1
TOLL Tema Monopolies and Oligopolies ETF 9.7 75 -17 2.3 -3.1
FNDF Schwab Fundamental International Large Co. Index ETF 9.6 25 33 9.0 +3.6
MOTG VanEck Morningstar Global Wide Moat ETF 9.1 52 6 5.7 +0.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 9.1 30 28 7.7 +2.3
GDVD R3 Global Dividend Growth ETF 8.9 88 -30 5.7 +0.3
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 8.6 20 38 10.7 +5.3
EWN iShares MSCI Netherlands ETF 8.6 50 8 4.5 -0.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 8.2 80 -22 5.5 +0.1
QWLD SPDR MSCI World StrategicFactors ETF 8.2 30 28 5.9 +0.5
FSZ First Trust Switzerland AlphaDEX Fund 8.1 80 -22 4.1 -1.3
DIVS SmartETFs Dividend Builder ETF 8.1 65 -7 4.5 -0.9
EXI iShares Global Industrials ETF 8.1 42 16 4.7 -0.7
EFV iShares MSCI EAFE Value ETF 8.1 34 24 9.3 +3.9
IVLU iShares MSCI Intl Value Factor ETF 7.8 30 28 10.9 +5.5
ESGG FlexShares STOXX Global ESG Select Index Fund 7.8 42 16 4.9 -0.5
FNDC Schwab Fundamental International Small Co. Index ETF 7.6 39 19 6.7 +1.3
WRND IQ Global Equity R&D Leaders ETF 7.6 18 40 6.9 +1.5
SDG iShares MSCI Global Sustainable Development Goals ETF 7.6 49 9 5.8 +0.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 7.5 49 9 5.9 +0.5
LUX Tema Luxury ETF 7.4 75 -17 3.3 -2.1
SCZ iShares MSCI EAFE Small-Cap ETF 7.4 40 18 6.0 +0.6
DFIS Dimensional International Small Cap ETF 7.4 39 19 6.6 +1.2
MOTI VanEck Morningstar International Moat ETF 7.4 58 0 7.0 +1.6
GDOC Goldman Sachs Future Health Care Equity ETF 7.3 75 -17 2.7 -2.7
SXUS Janus Henderson International Sustainable Equity ETF 7.3 60 -2 4.4 -1.0
DTH WisdomTree International High Dividend Fund 7.3 58 0 10.2 +4.9
JHID John Hancock International High Dividend ETF 7.2 46 12 11.5 +6.1
FIDI Fidelity International High Dividend ETF 7.2 18 40 9.8 +4.4
FINE Themes European Luxury ETF 7.0 35 23 -2.0 -7.3
CID VictoryShares International High Div Volatility Wtd ETF 7.0 45 13 9.5 +4.1
SAGP Strategas Global Policy Opportunities ETF 7.0 65 -7 4.4 -1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.7 20 38 5.4 -0.0
IPKW Invesco International BuyBack Achievers ETF 6.6 55 3 9.6 +4.2
NTZG Nuveen Global Net Zero Transition ETF 6.6 56 2 4.9 -0.5
CANC Tema Oncology ETF 6.5 75 -17 -4.0 -9.4
MXI iShares Global Materials ETF 6.5 41 17 6.8 +1.5
IDOG ALPS International Sector Dividend Dogs ETF 6.5 50 8 11.3 +5.9
URTH iShares MSCI World ETF 6.5 24 34 5.3 -0.1
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 6.5 19 39 5.5 +0.1
EPP iShares MSCI Pacific ex-Japan ETF 6.5 47 11 5.1 -0.3
IDLV Invesco S&P International Developed Low Volatility ETF 6.4 25 33 5.8 +0.4
FLAU Franklin FTSE Australia ETF 6.4 9 49 5.6 +0.2
BLES Inspire Global Hope ETF 6.4 61 -3 6.3 +0.9
VYMI Vanguard International High Dividend Yield ETF 6.3 22 36 9.7 +4.3
IMOM Alpha Architect International Quantitative Momentum ETF 6.3 49 9 6.6 +1.2
VWID Virtus WMC International Dividend ETF 6.1 49 9 9.3 +3.9
FKU First Trust United Kingdom AlphaDEX Fund 6.0 80 -22 7.5 +2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.0 12 46 4.9 -0.5
IEUS iShares MSCI Europe Small-Cap ETF 6.0 42 16 5.8 +0.4
EWP iShares MSCI Spain ETF 6.0 50 8 9.0 +3.6
ESGN Columbia International ESG Equity Income ETF 5.9 45 13 9.4 +4.0
ISCF iShares International SmallCap Equity Factor ETF 5.9 23 35 8.7 +3.3
IXN iShares Global Tech ETF 5.9 41 17 4.1 -1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 5.8 9 49 5.3 -0.1
ACWI iShares MSCI ACWI ETF 5.8 32 26 5.4 -0.0
EWA iShares MSCI Australia ETF 5.8 50 8 5.0 -0.4
IOO iShares Global 100 ETF 5.8 41 17 4.7 -0.7
TOK iShares MSCI Kokusai ETF 5.7 26 32 5.2 -0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 5.6 80 -22 4.5 -0.9
DMDV AAM S&P Developed Markets High Dividend Value ETF 5.5 39 19 11.8 +6.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 5.4 65 -7 12.7 +7.3
LVHI Franklin International Low Volatility High Dividend Index ET 5.4 40 18 10.5 +5.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.3 9 49 5.5 +0.1
IMFL Invesco International Developed Dynamic Multifactor ETF 5.1 34 24 10.8 +5.4
FEP First Trust Europe AlphaDEX Fund 5.1 80 -22 8.8 +3.4
AIVI WisdomTree International AI Enhanced Value Fund 5.1 58 0 8.3 +2.9
BULD Pacer BlueStar Engineering the Future ETF 5.1 60 -2 1.0 -4.4
GLOF iShares Global Equity Factor ETF 5.0 20 38 7.1 +1.7
RODE Hartford Multifactor Diversified International ETF 4.9 29 29 11.3 +5.9
SCHC Schwab International Small-Cap Equity ETF 4.9 11 47 5.9 +0.6
VT Vanguard Total World Stock ETF 4.9 7 51 5.0 -0.4
JRNY ALPS Global Travel Beneficiaries ETF 4.8 65 -7 0.5 -4.9
JSTC Adasina Social Justice All Cap Global ETF 4.7 89 -31 4.5 -0.9
XT iShares Exponential Technologies ETF 4.6 46 12 3.7 -1.7
KXI iShares Global Consumer Staples ETF 4.4 41 17 5.5 +0.1
DFIV Dimensional International Value ETF 4.4 27 31 10.2 +4.8
DLS WisdomTree International SmallCap Dividend Fund 4.3 58 0 8.7 +3.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.3 25 33 5.9 +0.5
FLGR Franklin FTSE Germany ETF 4.3 9 49 7.1 +1.7
EDEN iShares MSCI Denmark ETF 4.3 53 5 6.8 +1.5
AGNG Global X Aging Population ETF 4.3 50 8 3.9 -1.5
DBGR Xtrackers MSCI Germany Hedged Equity ETF 4.3 45 13 6.6 +1.2
EWG iShares MSCI Germany ETF 4.3 50 8 6.6 +1.2
EUFN iShares MSCI Europe Financials ETF 4.2 51 7 8.6 +3.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 4.0 58 0 9.2 +3.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 4.0 7 51 6.4 +1.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.9 70 -12 3.8 -1.6
UIVM VictoryShares International Value Momentum ETF 3.8 35 23 10.7 +5.3
DGT SPDR Global Dow ETF 3.7 50 8 6.6 +1.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.6 75 -17 3.1 -2.3
DAX Global X DAX Germany ETF 3.6 21 37 7.1 +1.7
GBUY Goldman Sachs Future Consumer Equity ETF 3.5 75 -17 2.9 -2.5
SHPP Pacer Industrials and Logistics ETF 3.4 60 -2 8.2 +2.8
KLDW Knowledge Leaders Developed World ETF 3.3 75 -17 4.8 -0.6
EWD iShares MSCI Sweden ETF 3.3 54 4 5.6 +0.2
IBOT Vaneck Robotics ETF 3.3 47 11 3.6 -1.8
GCOW Pacer Global Cash Cows Dividend ETF 3.2 60 -2 13.6 +8.2
ISHP First Trust Nasdaq Retail ETF 3.2 60 -2 3.0 -2.4
KOCG FIS Knights of Columbus Global Belief ETF 3.2 75 -17 5.1 -0.3
GINN Goldman Sachs Innovate Equity ETF 3.2 52 6 2.8 -2.6
SEA U.S. Global Sea to Sky Cargo ETF 3.0 60 -2 26.2 +20.8
IVAL Alpha Architect International Quantitative Value ETF 3.0 49 9 6.2 +0.8
LOUP Innovator Deepwater Frontier Tech ETF 3.0 70 -12 1.9 -3.5
FEUZ First Trust Eurozone AlphaDEX ETF 2.9 80 -22 8.4 +3.0
DWX SPDR S&P International Dividend ETF 2.8 45 13 6.7 +1.3
TEMP JPMorgan Climate Change Solutions ETF 2.7 49 9 4.9 -0.5
DINT Davis Select International ETF 2.7 55 3 5.1 -0.3
INNO Harbor Disruptive Innovation ETF 2.7 75 -17 -3.6 -9.0
FIXT Procure Disaster Recovery Strategy ETF 2.7 75 -17 4.0 -1.4
EWUS iShares MSCI United Kingdom Small Cap ETF 2.6 59 -1 6.1 +0.7
IDNA iShares Genomics Immunology and Healthcare ETF 2.6 47 11 -4.9 -10.3
DISV Dimensional International Small Cap Value ETF 2.6 42 16 9.3 +3.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.6 45 13 4.8 -0.6
IWTR iShares MSCI Water Management Multisector ETF 2.6 47 11 4.7 -0.7
FJP First Trust Japan AlphaDEX Fund 2.6 80 -22 10.0 +4.6
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 2.6 80 -22 9.8 +4.4
NETZ TCW Transform Systems ETF 2.5 75 -17 3.6 -1.8
AVDV Avantis International Small Cap Value ETF 2.5 36 22 7.9 +2.5
EWJV iShares MSCI Japan Value ETF 2.5 15 43 8.8 +3.4
AADR AdvisorShares Dorsey Wright ADR ETF 2.5 110 -52 5.2 -0.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.5 65 -7 7.9 +2.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.4 80 -22 10.9 +5.5
WLDR Affinity World Leaders Equity ETF 2.4 67 -9 8.4 +3.0
CGGR Capital Group Growth ETF 2.4 39 19 3.3 -2.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.4 47 11 5.6 +0.2
PICK iShares MSCI Global Metals & Mining Producers ETF 2.3 39 19 11.3 +5.9
FID First Trust S&P International Dividend Aristocrats ETF 2.3 60 -2 9.4 +4.0
BTEK Future Tech ETF 2.3 88 -30 2.2 -3.2
FGM First Trust Germany AlphaDEX Fund 2.1 80 -22 8.8 +3.4
BMED Future Health ETF 2.1 85 -27 0.5 -4.9
DTEC ALPS Disruptive Technologies ETF 2.1 50 8 3.5 -1.9
SCJ iShares MSCI Japan Small-Cap ETF 2.1 50 8 6.1 +0.7
BOTZ Global X Robotics & Artificial Intelligence ETF 2.1 69 -11 1.7 -3.7
ROBO ROBO Global Robotics & Automation Index ETF 2.0 95 -37 2.7 -2.7
ACWV iShares MSCI Global Min Vol Factor ETF 2.0 20 38 6.5 +1.2
BECO BlackRock Future Climate and Sustainable Economy ETF 1.9 70 -12 13.2 +7.8
GWX SPDR S&P International Small Cap ETF 1.8 40 18 5.3 -0.1
TOKE Cambria Cannabis ETF 1.8 42 16 -25.7 -31.1
GNR SPDR S&P Global Natural Resources ETF 1.8 40 18 9.9 +4.5
QTUM Defiance Quantum ETF 1.8 40 18 3.9 -1.5
WDIV SPDR S&P Global Dividend ETF 1.8 40 18 9.6 +4.2
UFO Procure Space ETF 1.8 75 -17 -1.4 -6.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.8 46 12 9.6 +4.2
SANE Subversive Mental Health ETF 1.8 75 -17 0.5 -4.9
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.7 75 -17 7.0 +1.6
FDD First Trust Stoxx European Select Dividend Index Fund 1.7 58 0 13.1 +7.7
NLR VanEck Uranium+Nuclear Energy ETF 1.7 61 -3 4.7 -0.7
WDNA WisdomTree BioRevolution Fund 1.7 45 13 -4.2 -9.6
DEW WisdomTree Global High Dividend Fund 1.6 58 0 9.1 +3.7
GSFP Goldman Sachs Future Planet Equity ETF 1.6 75 -17 4.6 -0.8
DFE WisdomTree Europe SmallCap Dividend Fund 1.6 58 0 10.9 +5.5
AIQ Global X Artificial Intelligence & Technology ETF 1.6 68 -10 3.7 -1.7
MDEV First Trust Indxx Medical Devices ETF 1.6 70 -12 3.4 -2.0
VIDI Vident International Equity Strategy ETF 1.5 61 -3 11.4 +6.0
FPXI First Trust International Equity Opportunities ETF 1.5 70 -12 3.4 -2.0
CGUS Capital Group Core Equity ETF 1.5 33 25 4.6 -0.8
YUMY VanEck Future of Food ETF 1.5 69 -11 4.9 -0.5
PSP Invesco Global Listed Private Equity ETF 1.5 106 -48 9.4 +4.1
BLLD JPMorgan Sustainable Infrastructure ETF 1.5 49 9 6.3 +0.9
IBUY Amplify Online Retail ETF 1.5 65 -7 1.7 -3.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.4 65 -7 1.9 -3.5
DFJ WisdomTree Japan SmallCap Dividend Fund 1.4 58 0 7.6 +2.2
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 1.4 58 0 7.4 +2.0
ARKX ARK Space Exploration & Innovation ETF 1.4 75 -17 1.6 -3.8
MEM Matthews Emerging Markets Equity Active ETF 1.4 79 -21 5.3 -0.1
FDVV Fidelity High Dividend ETF 1.3 15 43 8.5 +3.1
EATV VegTech Plant-based Innovation & Climate ETF 1.3 75 -17 1.0 -4.4
IXG iShares Global Financials ETF 1.3 42 16 6.9 +1.5
HAP VanEck Natural Resources ETF 1.3 50 8 8.9 +3.5
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 1.3 68 -10 6.9 +1.5
GGME Invesco Next Gen Media and Gaming ETF 1.3 60 -2 3.6 -1.8
TMFG Motley Fool Global Opportunities ETF 1.3 85 -27 3.3 -2.1
BATT Amplify Lithium & Battery Technology ETF 1.2 59 -1 3.8 -1.6
LIT Global X Lithium & Battery Tech ETF 1.2 75 -17 10.6 +5.2
ODDS Pacer BlueStar Digital Entertainment ETF 1.2 60 -2 2.0 -3.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.2 47 11 0.6 -4.8
FDNI First Trust Dow Jones International Internet ETF 1.2 65 -7 2.5 -2.9
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 1.1 10 48 8.0 +2.6
ROYA Tema Global Royalties ETF 1.1 75 -17 4.7 -0.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.1 68 -10 1.0 -4.4
EFNL iShares MSCI Finland ETF 1.1 56 2 6.9 +1.5
BJK VanEck Gaming ETF 1.1 65 -7 1.5 -3.9
CUT Invesco MSCI Global Timber ETF 1.1 61 -3 8.6 +3.3
IXP iShares Global Comm Services ETF 1.1 42 16 5.0 -0.4
OCEN IQ Clean Oceans ETF 1.0 45 13 5.2 -0.2
IGPT Invesco AI and Next Gen Software ETF 1.0 60 -2 3.4 -2.0
FPAG FPA Global Equity ETF 1.0 49 9 5.6 +0.2
EWI iShares MSCI Italy ETF 1.0 50 8 8.3 +2.9
JETS U.S. Global Jets ETF 1.0 60 -2 -13.0 -18.4
BNGE First Trust S-Network Streaming and Gaming ETF 0.9 70 -12 -1.1 -6.5
WOOD iShares Global Timber & Forestry ETF 0.9 42 16 9.7 +4.4
GLIF AGF Global Infrastructure ETF 0.9 45 13 5.6 +0.2
GVAL Cambria Global Value ETF 0.9 68 -10 12.1 +6.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.9 80 -22 10.9 +5.5
IDAT iShares Future Cloud 5G and Tech ETF 0.9 47 11 4.2 -1.2
BETZ Roundhill Sports Betting & iGaming ETF 0.9 75 -17 1.8 -3.6
APIE ActivePassive International Equity ETF 0.9 45 13 7.8 +2.4
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.8 85 -27 8.9 +3.5
AZTD Aztlan Global Stock Selection DM SMID ETF 0.8 75 -17 4.1 -1.3
NORW Global X MSCI Norway ETF 0.8 50 8 7.8 +2.4
ZSB USCF Sustainable Battery Metals Strategy Fund 0.8 61 -3 18.5 +13.1
WPS iShares International Developed Property ETF 0.8 48 10 6.9 +1.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.8 12 46 8.4 +3.0
IQM Franklin Intelligent Machines ETF 0.7 50 8 2.9 -2.5
DFGR Dimensional Global Real Estate ETF 0.7 22 36 6.7 +1.3
AVRE Avantis Real Estate ETF 0.7 17 41 6.3 +0.9
SPRE SP Funds S&P Global REIT Sharia ETF 0.7 55 3 4.9 -0.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.7 72 -14 2.4 -3.0
ENOR iShares MSCI Norway ETF 0.7 53 5 7.9 +2.5
PBD Invesco Global Clean Energy ETF 0.7 75 -17 -2.3 -7.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.7 45 13 1.2 -4.2
CLOD Themes Cloud Computing ETF 0.7 35 23 3.3 -2.1
EWK iShares MSCI Belgium ETF 0.7 50 8 7.4 +2.0
REMX VanEck Rare Earth/Strategic Metals ETF 0.6 54 4 12.5 +7.1
DMAT Global X Disruptive Materials ETF 0.6 59 -1 11.5 +6.1
SETM Sprott Energy Transition Materials ETF 0.6 65 -7 6.7 +1.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.6 68 -10 4.0 -1.4
CGV Conductor Global Equity Value ETF 0.6 130 -72 10.1 +4.7
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 0.5 75 -17 -85.3 -90.7
WTRE WisdomTree New Economy Real Estate Fund 0.5 58 0 4.8 -0.6
IQRA IQ CBRE Real Assets ETF 0.5 65 -7 5.7 +0.3
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.5 75 -17 4.7 -0.7
GMET VanEck Green Metals ETF 0.5 63 -5 11.5 +6.1
CLNR IQ Cleaner Transport ETF 0.5 45 13 8.2 +2.8
FTRI First Trust Indxx Global Natural Resources Income ETF 0.5 70 -12 10.2 +4.8
FLHK Franklin FTSE Hong Kong ETF 0.5 9 49 6.9 +1.5
AIA iShares Asia 50 ETF 0.5 50 8 7.1 +1.7
EWH iShares MSCI Hong Kong ETF 0.5 50 8 6.7 +1.3
FDHT Fidelity Digital Health ETF 0.5 39 19 -2.3 -7.7
DRIV Global X Autonomous & Electric Vehicles ETF 0.5 68 -10 5.0 -0.4
LITP Sprott Lithium Miners ETF 0.5 65 -7 11.5 +6.1
IDRV iShares Self-driving EV & Tech ETF 0.5 47 11 -0.4 -5.8
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -12 3.4 -2.0
BUYZ Franklin Disruptive Commerce ETF 0.5 50 8 1.8 -3.6
NXTG First Trust Indxx NextG ETF 0.4 70 -12 5.8 +0.4
KNCT Invesco Next Gen Connectivity ETF 0.4 40 18 5.5 +0.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.4 56 2 13.7 +8.4
IDV iShares International Select Dividend ETF 0.4 51 7 14.0 +8.6
FDRR Fidelity Dividend ETF for Rising Rates 0.4 15 43 7.0 +1.6
JXI iShares Global Utilities ETF 0.4 43 15 7.0 +1.6
OBOR KraneShares MSCI One Belt One Road Index ETF 0.4 79 -21 10.0 +4.6
EWS iShares MSCI Singapore ETF 0.4 50 8 4.3 -1.1
DFNL Davis Select Financial ETF 0.4 63 -5 7.1 +1.7
DWLD Davis Select Worldwide ETF 0.4 63 -5 5.7 +0.3
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.4 18 40 7.7 +2.3
SYNB Putnam BioRevolution ETF 0.4 70 -12 2.9 -2.5
ESPO VanEck Video Gaming and eSports ETF 0.4 56 2 3.6 -1.8
PTEC Global X PropTech ETF 0.4 50 8 1.5 -3.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -17 4.5 -0.9
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -4 3.5 -1.9
PRNT 3D Printing ETF 0.3 66 -8 -3.8 -9.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3 70 -12 6.4 +1.0
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.3 75 -17 1.6 -3.8
ISRA VanEck Israel ETF 0.3 59 -1 8.3 +2.9
SHLD Global X Defense Tech ETF 0.3 50 8 5.1 -0.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 39 7.2 +1.8
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.3 45 13 6.4 +1.0
FTAG First Trust Indxx Global Agriculture ETF 0.3 70 -12 10.2 +4.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.3 33 25 6.9 +1.6
ETEC iShares Breakthrough Environmental Solutions ETF 0.3 47 11 5.7 +0.3
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 11 5.5 +0.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.2 75 -17 4.5 -0.9
NERD Roundhill Video Games ETF 0.2 50 8 6.5 +1.1
AHOY Newday Ocean Health ETF 0.2 75 -17 5.7 +0.3
PRAY FIS Christian Stock Fund 0.2 69 -11 5.7 +0.3
EIRL iShares MSCI Ireland ETF 0.2 50 8 5.2 -0.2
ARVR First Trust Indxx Metaverse ETF 0.2 70 -12 2.4 -3.0
HERO Global X Video Games & Esports ETF 0.2 50 8 4.4 -1.0
PIO Invesco Global Water ETF 0.2 75 -17 4.5 -0.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.2 61 -3 -0.3 -5.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.2 61 -3 -7.4 -12.8
TRFK Pacer Data and Digital Revolution ETF 0.2 60 -2 3.3 -2.1
BNE Blue Horizon BNE ETF 0.2 87 -29 4.2 -1.2
CGW Invesco S&P Global Water Index ETF 0.2 57 1 3.9 -1.5
EIS iShares MSCI Israel ETF 0.2 58 0 9.0 +3.6
AFK VanEck Africa Index ETF 0.2 98 -40 9.4 +4.0
RVRB Reverb ETF 0.2 30 28 4.8 -0.6
GQRE FlexShares Global Quality Real Estate Index Fund 0.2 45 13 6.6 +1.2
EWO iShares MSCI Austria ETF 0.2 50 8 13.6 +8.2
FYLD Cambria Foreign Shareholder Yield ETF 0.2 59 -1 11.7 +6.3
IZRL ARK Israel Innovative Technology ETF 0.2 49 9 1.1 -4.3
VEGI iShares MSCI Agriculture Producers ETF 0.2 39 19 9.4 +4.0
GFOF Grayscale Future of Finance ETF 0.1 70 -12 -4.1 -9.5
NIKL Sprott Nickel Miners ETF 0.1 75 -17 9.1 +3.7
SMOG VanEck Low Carbon Energy ETF 0.1 61 -3 3.2 -2.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.1 79 -21 5.3 -0.1
FILL iShares MSCI Global Energy Producers ETF 0.1 39 19 10.0 +4.6
SNSR Global X Internet of Things ETF 0.1 68 -10 3.7 -1.7
COPX Global X Copper Miners ETF 0.1 65 -7 8.2 +2.9
SOCL Global X Social Media ETF 0.1 65 -7 -6.8 -12.1
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 18 7.1 +1.7
SLVP iShares MSCI Global Silver Miners ETF 0.1 39 19 5.1 -0.3
STCE Schwab Crypto Thematic ETF 0.1 30 28 -5.6 -11.0
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.0 60 -2 0.7 -4.7
IVEG iShares Emergent Food and AgTech Multisector ETF 0.0 47 11 8.0 +2.6
IVES Wedbush ETFMG Global Cloud Technology ETF 0.0 68 -10 1.3 -4.1
AQWA Global X Clean Water ETF 0.0 50 8 4.3 -1.1
EBLU Ecofin Global Water ESG Fund 0.0 40 18 4.0 -1.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 0 4.6 -0.8
GNOM Global X Genomics & Biotechnology ETF 0.0 50 8 -4.6 -10.0
IWFH iShares Virtual Work and Life Multisector ETF 0.0 47 11 -3.4 -8.8
NANC Unusual Whales Subversive Democratic Trading ETF 0.0 75 -17 3.7 -1.7
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 51 1.6 -3.8

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:
WisdomTree International Hedged Quality Dividend Growth Fund
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 18.8 %
Divided by: Fwd. P/BV 3.2 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 5.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.50 CATEGORY
AVERAGE
1.51
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.