WisdomTree International Hedged Quality Dividend Growth Fund
ALTAR
Score™		 7.0% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 16.9x P/Sales
ratio		 1.3x
P/BV
ratio		 2.7x Div.
yield		 2.8%


  • 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) $2,528
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 268
Wgt avg mkt cap (mns) $77,074
Large cap (>$10bn) 79.7%
Mid cap ($2-10bn) 15.1%
Small cap (<$2bn) 3.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BP PLC 5.0 %
INDITEX 4.3 %
SAP AG 3.8 %
NOVO NORDISK A/S-B 3.7 %
GSK PLC 3.7 %
DEUTSCHE POST AG-REG 3.1 %
ASML HOLDING NV 3.0 %
UBS GROUP AG 2.7 %
NINTENDO CO LTD 2.4 %
HERMES INTERNATIONAL 2.3 %
Total 34.1 %

TOP COUNTRY EXPOSURE
BRITAIN 17.9 %
JAPAN 16.9 %
GERMANY 11.7 %
NETHERLANDS 9.1 %
SWITZERLAND 8.8 %
AUSTRALIA 5.8 %
SPAIN 5.5 %
SWEDEN 5.4 %
DENMARK 5.2 %
FRANCE 3.8 %

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.
3.6% -1.0% 9.5% 8.6% 8.6%

Market Correlations
versus... Beta R-squared
S&P500 0.76 77%
MSCI EAFE 0.67 64%
MSCI Emg. Mkts. 0.45 30%

Technical Indicators
Recent close $45.42
30d moving avg. $45.27
Annualized volatility 13.9%
Short interest (ETF) 0.0%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 360
Turnover 0.7%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $9,457

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 470 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™: 7.0%


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 95.6 42 16 7.1 +0.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 56.8 42 16 6.8 -0.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 47.8 58 0 6.8 -0.2
EFG iShares MSCI EAFE Growth ETF 31.2 36 22 4.4 -2.6
DMXF iShares ESG Advanced MSCI EAFE ETF 28.2 12 46 5.6 -1.4
IQLT iShares MSCI Intl Quality Factor ETF 25.4 30 28 6.3 -0.7
CGIE Capital Group International Equity ETF 24.6 54 4 5.0 -2.0
IDHQ Invesco S&P International Developed High Quality ETF 24.2 29 29 6.7 -0.3
BBEU JPMorgan BetaBuilders Europe ETF 24.1 9 49 7.2 +0.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 24.0 46 12 7.0 -0.1
UMMA Wahed Dow Jones Islamic World ETF 24.0 65 -7 5.1 -1.9
FLEE Franklin FTSE Europe ETF 23.4 9 49 7.4 +0.4
IQSI IQ Candriam International Equity ETF 22.2 15 43 6.7 -0.3
OEUR ALPS O'Shares Europe Quality Dividend ETF 21.9 48 10 5.9 -1.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 21.8 36 22 6.9 -0.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 21.8 25 33 7.3 +0.3
GSID Goldman Sachs MarketBeta International Equity ETF 21.5 20 38 7.0 +0.0
HFXI IQ FTSE International Equity Currency Neutral ETF 21.5 20 38 7.2 +0.2
JIRE JPMorgan International Research Enhanced Equity ETF 21.3 24 34 7.2 +0.1
ESGD iShares ESG Aware MSCI EAFE ETF 21.0 20 38 7.0 -0.0
IEV iShares Europe ETF 21.0 67 -9 6.9 -0.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 20.9 14 44 6.3 -0.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 20.4 30 28 7.1 +0.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 20.4 12 46 6.2 -0.8
VGK Vanguard FTSE Europe ETF 20.3 6 52 7.4 +0.4
IEUR iShares Core MSCI Europe ETF 20.2 11 47 7.4 +0.3
DIVI Franklin International Core Dividend Tilt Index ETF 20.2 9 49 8.2 +1.2
BKCI BNY Mellon Concentrated International ETF 20.2 80 -22 5.0 -2.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 20.1 20 38 6.5 -0.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 20.0 20 38 6.7 -0.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 19.9 35 23 6.8 -0.2
EFA iShares MSCI EAFE ETF 19.8 35 23 6.9 -0.1
SPEU SPDR Portfolio Europe ETF 19.7 7 51 7.3 +0.3
BKIE BNY Mellon International Equity ETF 19.2 4 54 7.1 +0.1
DIHP Dimensional International High Profitability ETF 19.1 29 29 7.2 +0.2
IMFL Invesco International Developed Dynamic Multifactor ETF 19.1 34 24 6.0 -1.0
NUDM Nuveen ESG International Developed Markets Equity ETF 18.7 31 27 6.4 -0.6
JHMD John Hancock Multifactor Developed International ETF 18.4 39 19 7.7 +0.7
IEFA iShares Core MSCI EAFE ETF 18.3 7 51 7.2 +0.2
FENI Fidelity Enhanced International ETF 18.2 28 30 6.7 -0.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 18.2 25 33 7.2 +0.2
STXI Strive International Developed Markets ETF 18.1 29 29 7.0 +0.0
HEDJ WisdomTree Europe Hedged Equity Fund 17.7 58 0 6.8 -0.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 17.5 45 13 7.1 +0.1
CGXU Capital Group International Focus Equity ETF 16.9 54 4 5.8 -1.2
RFDI First Trust Riverfront Dynamic Developed International ETF 16.6 83 -25 9.8 +2.8
TTAI FCF International Quality ETF 16.6 59 -1 7.0 -0.0
IDEV iShares Core MSCI International Developed Markets ETF 16.4 4 54 7.2 +0.2
QINT American Century Quality Diversified International ETF 16.4 39 19 7.4 +0.4
DFSI Dimensional International Sustainability Core 1 ETF 16.3 24 34 6.5 -0.6
DOL WisdomTree International LargeCap Dividend Fund 16.3 48 10 7.4 +0.4
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 16.0 65 -7 3.7 -3.4
VEA Vanguard FTSE Developed Markets ETF 15.5 3 55 7.3 +0.3
SCHF Schwab International Equity ETF 15.4 6 52 7.4 +0.4
DFAI Dimensional International Core Equity Market ETF 15.3 18 40 7.3 +0.3
SPDW SPDR Portfolio Developed World ex-US ETF 15.2 3 55 7.2 +0.2
VIGI Vanguard International Dividend Appreciation ETF 15.2 10 48 6.3 -0.7
FDEV Fidelity International Multifactor ETF 15.0 18 40 7.5 +0.4
OSEA Harbor International Compounders ETF 15.0 55 3 4.7 -2.3
DWM WisdomTree International Equity Fund 14.9 48 10 7.5 +0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 14.8 40 18 7.6 +0.6
EZU iShares MSCI Eurozone ETF 14.6 52 6 6.7 -0.3
CIL VictoryShares International Volatility Wtd ETF 14.6 45 13 6.7 -0.3
FLGB Franklin FTSE United Kingdom ETF 14.5 9 49 7.9 +0.9
INTF iShares International Equity Factor ETF 14.4 15 43 7.9 +0.9
EWU iShares MSCI United Kingdom ETF 14.4 50 8 8.5 +1.5
EFAD ProShares MSCI EAFE Dividend Growers ETF 14.1 50 8 5.9 -1.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 14.1 39 19 6.8 -0.2
IGRO iShares International Dividend Growth ETF 14.0 15 43 7.3 +0.3
RFEU First Trust Riverfront Dynamic Europe ETF 13.7 83 -25 10.5 +3.5
IQDF FlexShares International Quality Dividend Index Fund 13.7 47 11 9.3 +2.3
TPIF Timothy Plan International ETF 13.7 62 -4 6.2 -0.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 13.7 41 17 7.7 +0.7
AVSD Avantis Responsible International Equity ETF 13.6 23 35 5.7 -1.3
VSGX Vanguard ESG International Stock ETF 13.6 10 48 7.9 +0.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 13.6 18 40 7.9 +0.9
FIVA Fidelity International Value Factor ETF 13.5 18 40 10.2 +3.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 13.3 24 34 7.6 +0.6
JIG JPMorgan International Growth ETF 13.3 55 3 4.7 -2.3
CGDG Capital Group Dividend Growers ETF 13.2 47 11 6.2 -0.8
JPIN J.P. Morgan Diversified Return International Equity ETF 13.1 37 21 8.6 +1.6
JPXN iShares JPX-Nikkei 400 ETF 13.0 48 10 7.3 +0.3
EUDV ProShares MSCI Europe Dividend Growers ETF 13.0 55 3 6.0 -1.1
DXJ WisdomTree Japan Hedged Equity Fund 13.0 48 10 8.1 +1.1
FEZ SPDR EURO STOXX 50 ETF 12.9 29 29 7.2 +0.1
IMTM iShares MSCI Intl Momentum Factor ETF 12.6 30 28 5.4 -1.6
IPAC iShares Core MSCI Pacific ETF 12.5 9 49 6.9 -0.2
ACWX iShares MSCI ACWI ex U.S. ETF 12.5 34 24 7.9 +0.9
AVDE Avantis International Equity ETF 12.5 23 35 7.6 +0.6
CWI SPDR MSCI ACWI ex-US ETF 12.3 30 28 7.8 +0.8
EWJ iShares MSCI Japan ETF 12.2 50 8 6.9 -0.1
VEU Vanguard FTSE All-World ex-US Index Fund 12.0 4 54 8.2 +1.2
DIM WisdomTree International MidCap Dividend Fund 11.9 58 0 7.6 +0.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 11.8 39 19 8.2 +1.2
DBJP Xtrackers MSCI Japan Hedged Equity ETF 11.8 47 11 7.0 -0.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 11.7 47 11 8.5 +1.5
FLJP Franklin FTSE Japan ETF 11.7 9 49 6.9 -0.1
DFIC Dimensional International Core Equity 2 ETF 11.6 23 35 7.6 +0.6
BBJP JPMorgan BetaBuilders Japan ETF 11.6 19 39 7.4 +0.3
IXUS iShares Core MSCI Total International Stock ETF 11.6 7 51 8.0 +1.0
FLJH Franklin FTSE Japan Hedged ETF 11.6 9 49 6.7 -0.3
VXUS Vanguard Total International Stock ETF 11.5 5 53 8.1 +1.1
PATN Pacer Nasdaq International Patent Leaders ETF 11.5 65 -7 6.3 -0.7
SCHY Schwab International Dividend Equity ETF 11.4 14 44 9.6 +2.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 11.1 32 26 6.0 -1.1
VPL Vanguard FTSE Pacific ETF 11.1 7 51 7.2 +0.2
IPKW Invesco International BuyBack Achievers ETF 10.9 55 3 13.6 +6.5
JHID John Hancock International High Dividend ETF 10.9 46 12 9.8 +2.8
EFAV iShares MSCI EAFE Min Vol Factor ETF 10.7 22 36 5.8 -1.2
FICS First Trust International Developed Capital Strength ETF 10.6 70 -12 6.3 -0.7
IDMO Invesco S&P International Developed Momentum ETF 10.4 25 33 5.4 -1.6
DXIV Dimensional International Vector Equity ETF 10.4 34 24 8.0 +1.0
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 10.3 25 33 7.6 +0.6
WWJD Inspire International ETF 10.2 80 -22 7.3 +0.3
PPIE Putnam PanAgora ESG International Equity ETF 10.1 49 9 7.5 +0.5
DWMF WisdomTree International Multifactor Fund 10.1 38 20 7.0 +0.0
DAX Global X DAX Germany ETF 10.0 21 37 6.4 -0.6
AVIV Avantis International Large Cap Value ETF 9.9 25 33 8.9 +1.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 9.7 65 -7 11.6 +4.6
CGGO Capital Group Global Growth Equity ETF 9.2 47 11 4.7 -2.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 8.9 45 13 8.9 +1.9
FNDF Schwab Fundamental International Large Co. Index ETF 8.7 25 33 9.6 +2.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 8.5 80 -22 4.9 -2.2
IXJ iShares Global Healthcare ETF 8.4 42 16 7.2 +0.2
EWG iShares MSCI Germany ETF 8.3 50 8 6.0 -1.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 8.2 29 29 8.0 +1.0
LVHI Franklin International Low Volatility High Dividend Index ET 8.2 40 18 10.8 +3.8
FDTX Fidelity Disruptive Technology ETF 8.0 50 8 2.6 -4.4
ESGG FlexShares STOXX Global ESG Select Index Fund 8.0 42 16 5.5 -1.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 7.9 30 28 8.1 +1.1
SHPP Pacer Industrials and Logistics ETF 7.8 60 -2 8.5 +1.5
IDOG ALPS International Sector Dividend Dogs ETF 7.8 50 8 12.3 +5.3
SAGP Strategas Global Policy Opportunities ETF 7.7 65 -7 5.2 -1.8
EXI iShares Global Industrials ETF 7.6 42 16 4.5 -2.5
FLGR Franklin FTSE Germany ETF 7.6 9 49 6.7 -0.3
RXI iShares Global Consumer Discretionary ETF 7.2 41 17 9.2 +2.2
FLSW Franklin FTSE Switzerland ETF 7.2 9 49 6.3 -0.7
EWN iShares MSCI Netherlands ETF 7.1 50 8 5.4 -1.6
PCGG Polen Capital Global Growth ETF 7.1 85 -27 3.8 -3.3
FIDI Fidelity International High Dividend ETF 7.0 18 40 9.0 +2.0
GCOW Pacer Global Cash Cows Dividend ETF 7.0 60 -2 11.0 +4.0
DTH WisdomTree International High Dividend Fund 6.9 58 0 8.9 +1.8
SCZ iShares MSCI EAFE Small-Cap ETF 6.8 40 18 7.0 -0.0
BLES Inspire Global Hope ETF 6.6 61 -3 6.8 -0.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 6.4 49 9 7.0 -0.1
AIVI WisdomTree International AI Enhanced Value Fund 6.4 58 0 7.4 +0.4
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 6.3 80 -22 5.6 -1.4
FPXE First Trust IPOX Europe Equity Opportunities ETF 6.2 70 -12 4.6 -2.4
IEUS iShares MSCI Europe Small-Cap ETF 6.2 42 16 7.2 +0.2
DFIS Dimensional International Small Cap ETF 6.2 39 19 7.4 +0.4
DTAN Sparkline International Intangible Value ETF 6.2 55 3 8.2 +1.2
AGNG Global X Aging Population ETF 6.2 50 8 4.9 -2.1
FNDC Schwab Fundamental International Small Co. Index ETF 6.2 39 19 5.9 -1.2
IDLV Invesco S&P International Developed Low Volatility ETF 6.1 25 33 6.5 -0.5
WRND IQ Global Equity R&D Leaders ETF 6.0 18 40 8.4 +1.4
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 6.0 9 49 9.2 +2.2
QWLD SPDR MSCI World StrategicFactors ETF 6.0 30 28 6.1 -0.9
CZAR Themes Natural Monopoly ETF 6.0 35 23 5.4 -1.6
MXI iShares Global Materials ETF 6.0 41 17 7.9 +0.9
VWID Virtus WMC International Dividend ETF 5.9 49 9 8.9 +1.9
IVLU iShares MSCI Intl Value Factor ETF 5.8 30 28 10.7 +3.7
IXN iShares Global Tech ETF 5.7 41 17 3.9 -3.2
RGEF Rockefeller Global Equity ETF 5.7 55 3 4.9 -2.1
DIVS SmartETFs Dividend Builder ETF 5.7 65 -7 5.0 -2.0
MOTI VanEck Morningstar International Moat ETF 5.6 58 0 11.1 +4.1
IVAL Alpha Architect International Quantitative Value ETF 5.6 49 9 10.7 +3.7
GDOC Goldman Sachs Future Health Care Equity ETF 5.5 75 -17 2.8 -4.2
DSTX Distillate International Fundamental Stability & Value ETF 5.5 55 3 8.2 +1.2
DFIV Dimensional International Value ETF 5.4 27 31 10.1 +3.0
FGM First Trust Germany AlphaDEX Fund 5.4 80 -22 6.1 -0.9
KNO AXS Knowledge Leaders ETF 5.4 78 -20 6.0 -1.0
EFV iShares MSCI EAFE Value ETF 5.4 34 24 9.4 +2.4
GNR SPDR S&P Global Natural Resources ETF 5.3 40 18 11.4 +4.4
FLAU Franklin FTSE Australia ETF 5.3 9 49 6.2 -0.8
EWL iShares MSCI Switzerland ETF 5.2 50 8 6.1 -0.9
EDEN iShares MSCI Denmark ETF 5.2 53 5 6.7 -0.3
EPP iShares MSCI Pacific ex-Japan ETF 5.1 47 11 5.4 -1.6
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 5.1 19 39 6.0 -1.0
JGLO JPMorgan Global Select Equity ETF 5.1 33 25 4.9 -2.1
KLMT Invesco MSCI Global Climate 500 ETF 4.9 10 48 5.9 -1.1
URTH iShares MSCI World ETF 4.9 24 34 5.2 -1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.9 20 38 5.8 -1.2
EWP iShares MSCI Spain ETF 4.9 50 8 7.3 +0.3
EWA iShares MSCI Australia ETF 4.9 50 8 5.8 -1.2
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 4.9 75 -17 1.2 -5.8
KOKU Xtrackers MSCI Kokusai Equity ETF 4.9 9 49 5.3 -1.7
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 4.8 58 0 8.8 +1.8
AVDS Avantis International Small Cap Equity ETF 4.7 30 28 7.5 +0.5
BINV Brandes International ETF 4.7 70 -12 9.7 +2.7
ISCF iShares International SmallCap Equity Factor ETF 4.7 23 35 8.3 +1.3
HART IQ Healthy Hearts ETF 4.7 45 13 6.7 -0.4
XT iShares Exponential Technologies ETF 4.7 46 12 4.8 -2.2
MOTG VanEck Morningstar Global Wide Moat ETF 4.6 52 6 6.7 -0.3
UIVM VictoryShares International Value Momentum ETF 4.6 35 23 8.9 +1.9
CLOD Themes Cloud Computing ETF 4.6 35 23 3.1 -3.9
ANEW ProShares MSCI Transformational Changes ETF 4.5 45 13 6.1 -0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.5 25 33 6.0 -1.1
VYMI Vanguard International High Dividend Yield ETF 4.4 17 41 9.8 +2.8
EWD iShares MSCI Sweden ETF 4.4 54 4 5.6 -1.4
ACWI iShares MSCI ACWI ETF 4.4 32 26 5.7 -1.3
FKU First Trust United Kingdom AlphaDEX Fund 4.4 80 -22 7.4 +0.4
JSTC Adasina Social Justice All Cap Global ETF 4.4 89 -31 4.8 -2.2
FPAG FPA Global Equity ETF 4.4 49 9 5.8 -1.3
LUX Tema Luxury ETF 4.4 75 -17 4.3 -2.7
SUPL ProShares Supply Chain Logistics ETF 4.3 58 0 11.4 +4.4
VT Vanguard Total World Stock ETF 4.3 6 52 6.0 -1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.2 9 49 5.9 -1.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.2 46 12 10.3 +3.3
DLS WisdomTree International SmallCap Dividend Fund 4.2 58 0 8.3 +1.3
TOK iShares MSCI Kokusai ETF 4.1 26 32 5.2 -1.9
SCHC Schwab International Small-Cap Equity ETF 4.1 11 47 6.7 -0.3
TMFG Motley Fool Global Opportunities ETF 4.0 85 -27 4.0 -3.1
CRTC Xtrackers US National Critical Technologies ETF 4.0 35 23 4.8 -2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.9 12 46 5.3 -1.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.8 45 13 4.5 -2.5
BULD Pacer BlueStar Engineering the Future ETF 3.8 60 -2 1.4 -5.6
PICK iShares MSCI Global Metals & Mining Producers ETF 3.8 39 19 13.5 +6.5
FINE Themes European Luxury ETF 3.8 35 23 3.4 -3.6
RCGE RockCreek Global Equality ETF 3.8 95 -37 6.4 -0.7
GLOF iShares Global Equity Factor ETF 3.7 20 38 6.7 -0.3
DGT SPDR Global Dow ETF 3.7 50 8 7.3 +0.3
IDNA iShares Genomics Immunology and Healthcare ETF 3.7 47 11 -2.2 -9.2
RODE Hartford Multifactor Diversified International ETF 3.7 29 29 12.7 +5.7
FEP First Trust Europe AlphaDEX Fund 3.7 80 -22 9.2 +2.2
IPAV Global X Infrastructure Development ex-U.S. ETF 3.6 55 3 7.5 +0.5
INEQ Columbia International Equity Income ETF 3.6 45 13 8.4 +1.3
EUFN iShares MSCI Europe Financials ETF 3.6 51 7 8.3 +1.3
GGME Invesco Next Gen Media and Gaming ETF 3.4 60 -2 4.3 -2.7
IXP iShares Global Comm Services ETF 3.4 42 16 5.7 -1.3
FILL iShares MSCI Global Energy Producers ETF 3.4 39 19 11.8 +4.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.3 47 11 5.8 -1.2
AGQI First Trust Active Global Quality Income ETF 3.3 85 -27 5.3 -1.7
BNGE First Trust S-Network Streaming and Gaming ETF 3.3 70 -12 2.8 -4.3
ODDS Pacer BlueStar Digital Entertainment ETF 3.3 60 -2 2.1 -5.0
TINY ProShares Nanotechnology ETF 3.2 58 0 4.2 -2.8
TEMP JPMorgan Climate Change Solutions ETF 3.2 49 9 5.8 -1.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 3.2 8 50 6.8 -0.2
IXC iShares Global Energy ETF 3.2 44 14 10.4 +3.3
RAYD Rayliant Quantitative Developed Market Equity ETF 3.2 80 -22 4.4 -2.6
HAP VanEck Natural Resources ETF 3.1 50 8 9.6 +2.6
COPY Tweedy, Browne Insider + Value ETF 3.1 80 -22 11.7 +4.7
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -12 1.1 -5.9
DWX SPDR S&P International Dividend ETF 2.9 45 13 6.2 -0.8
EWQ iShares MSCI France ETF 2.9 53 5 7.2 +0.2
IOO iShares Global 100 ETF 2.9 41 17 5.0 -2.1
NETZ TCW Transform Systems ETF 2.9 75 -17 2.5 -4.5
SDG iShares MSCI Global Sustainable Development Goals ETF 2.8 49 9 6.2 -0.8
ISHP First Trust Nasdaq Retail ETF 2.8 60 -2 5.2 -1.8
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -17 5.1 -2.0
GINN Goldman Sachs Innovate Equity ETF 2.8 52 6 3.7 -3.3
SCJ iShares MSCI Japan Small-Cap ETF 2.7 50 8 6.8 -0.2
OGIG ALPS O'Shares Global Internet Giants ETF 2.7 48 10 1.6 -5.4
IVES Wedbush ETFMG Global Cloud Technology ETF 2.7 68 -10 15.7 +8.6
AADR AdvisorShares Dorsey Wright ADR ETF 2.7 110 -52 5.1 -1.9
GSIB Themes Global Systemically Important Banks ETF 2.7 35 23 9.6 +2.6
FEUZ First Trust Eurozone AlphaDEX ETF 2.7 80 -22 9.0 +2.0
HERO Global X Video Games & Esports ETF 2.7 50 8 4.0 -3.0
NERD Roundhill Video Games ETF 2.7 50 8 3.2 -3.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.7 80 -22 9.9 +2.9
AVDV Avantis International Small Cap Value ETF 2.7 36 22 10.0 +3.0
QTUM Defiance Quantum ETF 2.7 40 18 5.4 -1.6
ESPO VanEck Video Gaming and eSports ETF 2.6 56 2 4.3 -2.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.6 75 -17 4.9 -2.1
ARVR First Trust Indxx Metaverse ETF 2.6 70 -12 4.1 -2.9
IBOT Vaneck Robotics ETF 2.5 47 11 4.1 -2.9
EFAS Global X MSCI SuperDividend EAFE ETF 2.5 57 1 8.5 +1.5
IDV iShares International Select Dividend ETF 2.5 51 7 11.0 +4.0
FJP First Trust Japan AlphaDEX Fund 2.4 80 -22 9.4 +2.4
BMED Future Health ETF 2.4 85 -27 0.5 -6.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.4 59 -1 6.0 -1.0
DISV Dimensional International Small Cap Value ETF 2.4 42 16 9.5 +2.4
WLDR Affinity World Leaders Equity ETF 2.4 67 -9 7.7 +0.7
IBAT iShares Energy Storage & Materials ETF 2.3 47 11 5.3 -1.7
GWX SPDR S&P International Small Cap ETF 2.3 40 18 6.2 -0.8
FBOT Fidelity Disruptive Automation ETF 2.3 50 8 3.7 -3.3
GINX SGI Enhanced Global Income ETF 2.3 98 -40 7.0 -0.1
ION ProShares S&P Global Core Battery Metals ETF 2.3 58 0 11.0 +4.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 -7 7.4 +0.4
DINT Davis Select International ETF 2.2 55 3 8.1 +1.1
MDEV First Trust Indxx Medical Devices ETF 2.1 70 -12 4.4 -2.6
TOKE Cambria Cannabis ETF 2.1 42 16 1.7 -5.3
FID First Trust S&P International Dividend Aristocrats ETF 2.1 60 -2 8.1 +1.1
OAIM OneAscent International Equity ETF 2.0 95 -37 5.7 -1.4
CCNR ALPS CoreCommodity Natural Resources ETF 2.0 39 19 11.4 +4.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.9 68 -10 2.3 -4.8
CGGR Capital Group Growth ETF 1.9 39 19 3.2 -3.8
COPX Global X Copper Miners ETF 1.8 65 -7 8.2 +1.2
GMET VanEck Green Metals ETF 1.8 63 -5 9.3 +2.3
COPA Themes Copper Miners ETF 1.8 35 23 6.5 -0.6
FPXI First Trust International Equity Opportunities ETF 1.8 70 -12 3.5 -3.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.8 75 -17 3.1 -3.9
DTEC ALPS Disruptive Technologies ETF 1.8 50 8 3.8 -3.2
FSZ First Trust Switzerland AlphaDEX Fund 1.8 80 -22 5.1 -1.9
CANC Tema Oncology ETF 1.8 75 -17 -2.6 -9.6
EWJV iShares MSCI Japan Value ETF 1.8 15 43 9.6 +2.6
WAR U.S. Global Tech and Aerospace & Defense ETF 1.7 60 -2 3.6 -3.5
WDIV SPDR S&P Global Dividend ETF 1.7 40 18 9.5 +2.5
VIDI Vident International Equity Strategy ETF 1.7 61 -3 11.3 +4.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.7 60 -2 3.5 -3.5
AIQ Global X Artificial Intelligence & Technology ETF 1.7 68 -10 3.8 -3.2
IMOM Alpha Architect International Quantitative Momentum ETF 1.6 49 9 3.3 -3.8
EV Mast Global Battery Recycling & Production ETF 1.6 65 -7 10.6 +3.6
ICOP iShares Copper and Metals Mining ETF 1.5 47 11 9.0 +2.0
EWUS iShares MSCI United Kingdom Small Cap ETF 1.5 59 -1 7.5 +0.4
DFE WisdomTree Europe SmallCap Dividend Fund 1.5 58 0 8.1 +1.1
RSHO Tema American Reshoring ETF 1.5 75 -17 4.7 -2.3
KXI iShares Global Consumer Staples ETF 1.4 41 17 5.6 -1.4
GSFP Goldman Sachs Future Planet Equity ETF 1.4 75 -17 4.6 -2.4
NORW Global X MSCI Norway ETF 1.4 50 8 10.1 +3.1
CGUS Capital Group Core Equity ETF 1.4 33 25 4.3 -2.7
CGDV Capital Group Dividend Value ETF 1.4 33 25 4.5 -2.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.4 20 38 6.0 -1.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.4 61 -3 1.4 -5.6
DEW WisdomTree Global High Dividend Fund 1.3 58 0 8.6 +1.6
CGW Invesco S&P Global Water Index ETF 1.3 57 1 4.7 -2.4
DFJ WisdomTree Japan SmallCap Dividend Fund 1.3 58 0 8.0 +1.0
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 1.3 58 0 8.1 +1.1
AZTD Aztlan Global Stock Selection DM SMID ETF 1.3 75 -17 7.7 +0.7
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.2 85 -27 4.0 -3.0
NXTG First Trust Indxx NextG ETF 1.2 70 -12 5.3 -1.7
METV Roundhill Ball Metaverse ETF 1.2 59 -1 5.4 -1.6
FFND Future Fund Active ETF 1.2 100 -42 4.4 -2.6
GVAL Cambria Global Value ETF 1.2 68 -10 11.1 +4.1
OZEM Roundhill GLP-1 & Weight Loss ETF 1.1 59 -1 -0.6 -7.6
THNR Amplify Weight Loss Drug & Treatment ETF 1.1 59 -1 5.8 -1.2
FLHK Franklin FTSE Hong Kong ETF 1.1 9 49 7.1 +0.1
PIO Invesco Global Water ETF 1.1 75 -17 4.8 -2.3
FYLD Cambria Foreign Shareholder Yield ETF 1.1 59 -1 11.8 +4.8
IXG iShares Global Financials ETF 1.0 42 16 6.8 -0.3
ENOR iShares MSCI Norway ETF 1.0 53 5 10.1 +3.1
GLBL Pacer MSCI World Industry Advantage ETF 1.0 65 -7 4.2 -2.8
BETZ Roundhill Sports Betting & iGaming ETF 1.0 75 -17 2.0 -5.1
BJK VanEck Gaming ETF 1.0 65 -7 4.1 -3.0
EFNL iShares MSCI Finland ETF 1.0 56 2 7.2 +0.2
IVEG iShares Emergent Food and AgTech Multisector ETF 1.0 47 11 9.0 +2.0
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.0 56 2 2.5 -4.5
TINT ProShares Smart Materials ETF 0.9 58 0 7.3 +0.3
FDNI First Trust Dow Jones International Internet ETF 0.9 65 -7 18.6 +11.6
EWK iShares MSCI Belgium ETF 0.9 50 8 4.5 -2.5
ROBO ROBO Global Robotics & Automation Index ETF 0.9 95 -37 3.6 -3.5
IBUY Amplify Online Retail ETF 0.9 65 -7 1.2 -5.8
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 19 8.6 +1.6
WDNA WisdomTree BioRevolution Fund 0.8 45 13 -1.3 -8.3
BOTZ Global X Robotics & Artificial Intelligence ETF 0.8 69 -11 2.4 -4.6
IDAT iShares Future Cloud 5G and Tech ETF 0.8 47 11 4.8 -2.3
MOTO SmartETFs Smart Transportation & Technology ETF 0.8 68 -10 7.2 +0.2
EBLU Ecofin Global Water ESG Fund 0.8 40 18 4.3 -2.7
IGPT Invesco AI and Next Gen Software ETF 0.8 60 -2 4.2 -2.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 -7 2.2 -4.8
AWAY ETFMG Travel Tech ETF 0.8 76 -18 0.0 -7.0
JETS U.S. Global Jets ETF 0.8 60 -2 2.6 -4.4
IQM Franklin Intelligent Machines ETF 0.8 50 8 2.1 -4.9
EWI iShares MSCI Italy ETF 0.8 50 8 10.2 +3.2
BUYZ Franklin Disruptive Commerce ETF 0.7 50 8 2.3 -4.7
MOO VanEck Agribusiness ETF 0.7 53 5 10.4 +3.4
BGRO iShares Large Cap Growth Active ETF 0.7 55 3 3.1 -3.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 2 10.9 +3.9
BOTT Themes Robotics & Automation ETF 0.7 35 23 4.7 -2.3
SHLD Global X Defense Tech ETF 0.6 50 8 3.4 -3.7
NATO Themes Transatlantic Defense ETF 0.6 35 23 2.3 -4.7
FDHT Fidelity Digital Health ETF 0.6 39 19 0.9 -6.2
DMAT Global X Disruptive Materials ETF 0.6 59 -1 9.1 +2.1
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.6 85 -27 9.9 +2.9
OCEN IQ Clean Oceans ETF 0.6 45 13 6.3 -0.7
CRAK VanEck Oil Refiners ETF 0.6 61 -3 14.0 +7.0
FEOE First Eagle Overseas Equity ETF 0.6 79 -21 8.3 +1.3
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 -12 5.2 -1.8
GK AdvisorShares Gerber Kawasaki ETF 0.6 75 -17 2.5 -4.5
HGRO Hedgeye Quality Growth ETF 0.6 70 -12 3.3 -3.7
LOGO Alpha Brands Consumption Leaders ETF 0.6 69 -11 6.3 -0.8
KNCT Invesco Next Gen Connectivity ETF 0.5 40 18 5.0 -2.0
JAPN Horizon Kinetics Japan Owner Operator ETF 0.5 85 -27 4.6 -2.4
PSP Invesco Global Listed Private Equity ETF 0.5 106 -48 5.9 -1.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.5 46 12 5.6 -1.4
DFNL Davis Select Financial ETF 0.5 63 -5 7.5 +0.5
DWLD Davis Select Worldwide ETF 0.5 63 -5 7.4 +0.4
FEGE First Eagle Global Equity ETF 0.5 79 -21 7.0 +0.0
GLCR GlacierShares Nasdaq Iceland ETF 0.5 95 -37 4.5 -2.5
EWH iShares MSCI Hong Kong ETF 0.5 50 8 5.5 -1.5
MINV Matthews Asia Innovators Active ETF 0.5 79 -21 7.6 +0.6
AIA iShares Asia 50 ETF 0.4 50 8 13.4 +6.4
PTEC Global X PropTech ETF 0.4 50 8 1.8 -5.3
HELX Franklin Genomic Advancements ETF 0.4 50 8 -0.3 -7.3
FMED Fidelity Disruptive Medicine ETF 0.4 50 8 -1.1 -8.1
APIE ActivePassive International Equity ETF 0.4 45 13 7.5 +0.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 25 10.2 +3.2
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.4 10 48 8.2 +1.2
JXI iShares Global Utilities ETF 0.4 43 15 5.9 -1.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.4 78 -20 9.3 +2.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -22 11.1 +4.1
CGV Conductor Global Equity Value ETF 0.4 130 -72 8.7 +1.7
RVRB Reverb ETF 0.3 30 28 4.6 -2.4
CUT Invesco MSCI Global Timber ETF 0.3 61 -3 10.1 +3.1
WOOD iShares Global Timber & Forestry ETF 0.3 42 16 12.1 +5.1
PRNT 3D Printing ETF 0.3 66 -8 1.3 -5.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 39 9.5 +2.5
SILJ ETFMG Prime Junior Silver Miners ETF 0.3 69 -11 2.8 -4.2
CZA Invesco Zacks Mid-Cap ETF 0.3 72 -14 6.5 -0.5
PID Invesco International Dividend Achievers ETF 0.3 53 5 5.6 -1.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 38 4.8 -2.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.3 15 43 4.5 -2.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 8 5.4 -1.6
LCLG Logan Capital Broad Innovative Growth ETF 0.3 99 -41 4.2 -2.8
BATT Amplify Lithium & Battery Technology ETF 0.3 59 -1 3.6 -3.4
SETM Sprott Energy Transition Materials ETF 0.3 65 -7 3.3 -3.7
EMM Global X Emerging Markets ex-China ETF 0.3 75 -17 6.1 -0.9
EMC Global X Emerging Markets Great Consumer ETF 0.3 75 -17 8.9 +1.9
ABLG Abacus FCF International Leaders ETF 0.3 59 -1 6.5 -0.5
VCLN Virtus Duff & Phelps Clean Energy ETF 0.3 59 -1 5.5 -1.5
IWTR iShares MSCI Water Management Multisector ETF 0.3 47 11 5.7 -1.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.3 61 -3 -2.2 -9.2
TRFK Pacer Data and Digital Revolution ETF 0.3 60 -2 3.2 -3.9
BCOR Grayscale Bitcoin Adopters ETF 0.3 59 -1 2.3 -4.7
GII SPDR S&P Global Infrastructure ETF 0.2 40 18 4.8 -2.3
IGF iShares Global Infrastructure ETF 0.2 41 17 4.8 -2.3
ARTY iShares Future AI & Tech ETF 0.2 47 11 3.2 -3.8
CLNR IQ Cleaner Transport ETF 0.2 45 13 6.6 -0.4
EWO iShares MSCI Austria ETF 0.2 50 8 11.1 +4.1
IVRS iShares Future Metaverse Tech and Communications ETF 0.2 47 11 2.6 -4.4
ISRA VanEck Israel ETF 0.2 59 -1 7.1 +0.1
ITEQ BlueStar Israel Technology ETF 0.2 75 -17 1.8 -5.2
IZRL ARK Israel Innovative Technology ETF 0.2 49 9 2.1 -4.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -12 9.3 +2.3
OND ProShares On-Demand ETF 0.2 58 0 0.7 -6.3
FAN First Trust Global Wind Energy ETF 0.2 60 -2 4.5 -2.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.2 58 0 4.8 -2.3
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.2 80 -22 9.5 +2.5
PBD Invesco Global Clean Energy ETF 0.2 75 -17 0.5 -6.5
CLOU Global X Cloud Computing ETF 0.2 68 -10 2.2 -4.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.2 39 19 -0.9 -7.9
EIS iShares MSCI Israel ETF 0.2 58 0 7.7 +0.7
SDIV Global X Superdividend ETF 0.2 58 0 39.5 +32.5
MNTL Tema Neuroscience and Mental Health ETF 0.2 75 -17 -0.9 -7.9
EFRA iShares Environmental Infrastructure and Industrials ETF 0.2 47 11 5.2 -1.8
ETEC iShares Breakthrough Environmental Solutions ETF 0.1 47 11 3.5 -3.6
IDRV iShares Self-driving EV & Tech ETF 0.1 47 11 1.5 -5.5
SNSR Global X Internet of Things ETF 0.1 68 -10 4.5 -2.5
SRVR Pacer Data & Infrastructure Real Estate ETF 0.1 55 3 3.8 -3.2
SPAM Themes Cybersecurity ETF 0.1 35 23 2.0 -5.0
SOCL Global X Social Media ETF 0.1 65 -7 7.9 +0.9
IFGL iShares International Developed Real Estate ETF 0.1 48 10 7.2 +0.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 37 3.8 -3.2
ERTH Invesco MSCI Sustainable Future ETF 0.1 62 -4 3.6 -3.4
PSI Invesco Semiconductors ETF 0.1 57 1 4.4 -2.6
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 18 7.1 +0.1
TRFM AAM Transformers ETF 0.1 49 9 1.5 -5.5
RW Rainwater Equity ETF 0.1 125 -67 2.7 -4.4
DRIV Global X Autonomous & Electric Vehicles ETF 0.1 68 -10 5.3 -1.7
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.1 75 -17 4.4 -2.6
IPOS Renaissance International IPO ETF 0.1 80 -22 9.7 +2.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.1 39 19 -1.0 -8.0
HEAL Global X HealthTech ETF 0.1 50 8 -0.7 -7.8
GQRE FlexShares Global Quality Real Estate Index Fund 0.1 45 13 7.9 +0.9
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.1 60 -2 10.4 +3.4
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.1 12 46 8.0 +1.0
INQQ India Internet & Ecommerce ETF 0.1 86 -28 1.2 -5.8
BOAT SonicShares Global Shipping ETF 0.1 69 -11 30.9 +23.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 23 9.8 +2.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 38 6.0 -1.1
FTRI First Trust Indxx Global Natural Resources Income ETF 0.0 70 -12 8.1 +1.1
PSC Principal U.S. Small-Cap ETF 0.0 38 20 6.9 -0.1
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 45 5.7 -1.3
VFQY Vanguard U.S. Quality Factor ETF 0.0 13 45 6.4 -0.6
SYNB Putnam BioRevolution ETF 0.0 70 -12 3.0 -4.0
AQWA Global X Clean Water ETF 0.0 50 8 4.9 -2.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 19 6.1 -0.9
VFVA Vanguard U.S. Value Factor ETF 0.0 13 45 11.3 +4.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 11 9.3 +2.3
FFOX FundX Future Fund Opportunities ETF 0.0 100 -42 4.4 -2.6
EBI Longview Advantage ETF 0.0 35 23 6.7 -0.3

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  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:		 WisdomTree International Hedged Quality Dividend Growth Fund
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 19.1 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 7.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.65 CATEGORY
AVERAGE		 1.62
 
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.