WisdomTree International Hedged Quality Dividend Growth Fund
ALTAR
Score™		 5.9% info Recommen-
dation		 UNDERWEIGHT
2021E    2022E
P/E
ratio		 16.7x P/Sales
ratio		 2.7x
P/BV
ratio		 3.8x Div.
yield		 3.6%


  • 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) $994
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 244
Wgt avg mkt cap (mns) $113,055
Large cap (>$10bn) 84.2%
Mid cap ($2-10bn) 10.4%
Small cap (<$2bn) 1.3%
Developed mkts 99.9%
Emerging mkts 0.1%

TOP TEN HOLDINGS
RIO TINTO PLC 6.8 %
BHP BILLITON LTD 5.9 %
UNILEVER PLC 5.7 %
LVMH MOET HENNESSY LOUIS VUI 5.2 %
GLAXOSMITHKLINE PLC 3.8 %
SOFTBANK CORP. 3.8 %
ROCHE HOLDING AG-GENUSSCHEIN 3.7 %
SAP AG 3.3 %
LINDE PLC 3.0 %
ASML HOLDING NV 2.6 %
Total 43.7 %

TOP COUNTRY EXPOSURE
BRITAIN 25.3 %
JAPAN 17.5 %
AUSTRALIA 11.6 %
SWITZERLAND 10.8 %
FRANCE 6.9 %
GERMANY 6.0 %
DENMARK 4.8 %
NETHERLANDS 4.0 %
HONG KONG 3.9 %
SWEDEN 3.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
11.0% 28.2% 12.2% -- 10.6%

Market Correlations
versus... Beta R-squared
S&P500 0.72 81%
MSCI EAFE 0.72 81%
MSCI Emg. Mkts. 0.54 56%

Technical Indicators
Recent close $43.88
30d moving avg. $43.43
Annualized volatility 14.7%
Short interest (ETF) 0.0%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 81
Turnover 0.4%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $14,301

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 450 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™: 5.9%


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 93.6 42 16 6.3 +0.4
DFAI Dimensional International Core Equity Market ETF 48.5 18 40 6.2 +0.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 41.3 58 0 6.3 +0.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 40.6 58 0 10.7 +4.9
IQLT iShares Edge MSCI Intl Quality Factor ETF 33.9 30 28 5.5 -0.4
EFG iShares MSCI EAFE Growth ETF 33.2 40 18 4.4 -1.4
IDHQ Invesco S&P International Developed Quality ETF 33.1 29 29 5.1 -0.8
RFDI First Trust Riverfront Dynamic Developed International ETF 28.6 83 -25 5.4 -0.5
QEFA SPDR MSCI EAFE Quality Mix ETF 28.0 30 28 6.2 +0.3
RFEU First Trust Riverfront Dynamic Europe ETF 26.4 83 -25 6.0 +0.2
OEUR O'shares FTSE Europe Quality Dividend ETF 26.2 48 10 5.3 -0.6
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 25.5 61 -3 5.2 -0.7
DOL WisdomTree International LargeCap Dividend Fund 25.1 48 10 6.9 +1.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 24.3 14 44 6.0 +0.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF 23.9 20 38 8.5 +2.6
IQSI IQ Candriam ESG International Equity ETF 23.7 15 43 6.5 +0.6
RESD WisdomTree International ESG Fund 23.3 30 28 6.1 +0.2
DMXF iShares ESG Advanced MSCI EAFE ETF 23.1 12 46 6.3 +0.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 22.7 20 38 6.4 +0.5
ESGD iShares MSCI EAFE ESG Optimized ETF 21.9 20 38 6.4 +0.5
EFA iShares MSCI EAFE ETF 21.9 32 26 6.4 +0.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 21.9 40 18 7.0 +1.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 21.4 36 22 5.9 +0.0
DWM WisdomTree International Equity Fund 21.4 48 10 7.0 +1.1
IEV iShares Europe ETF 21.3 59 -1 6.4 +0.5
GSID Goldman Sachs MarketBeta International Equity ETF 21.2 20 38 6.2 +0.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 21.0 46 12 5.7 -0.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 21.0 25 33 6.1 +0.2
FLEE Franklin FTSE Europe ETF 20.8 9 49 6.6 +0.8
IDMO Invesco S&P International Developed Momentum ETF 20.6 25 33 4.4 -1.4
IMTM iShares Edge MSCI Intl Momentum Factor ETF 20.5 30 28 5.0 -0.9
FLEH Franklin FTSE Europe Hedged ETF 20.4 9 49 6.4 +0.5
BKIE BNY Mellon International Equity ETF 20.2 4 54 6.7 +0.8
SPEU SPDR Portfolio Europe ETF 20.1 9 49 6.5 +0.7
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 20.1 32 26 5.8 -0.1
BBEU JPMorgan BetaBuilders Europe ETF 20.1 9 49 6.7 +0.8
HFXI IQ 50 Percent Hedged FTSE International ETF 20.0 20 38 6.5 +0.6
IEFA iShares Core MSCI EAFE ETF 19.8 7 51 6.5 +0.7
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 19.7 35 23 6.3 +0.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 19.7 25 33 6.1 +0.2
VIGI Vanguard International Dividend Appreciation ETF 19.7 20 38 4.9 -0.9
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 19.6 7 51 6.6 +0.7
EFAV iShares Edge MSCI Min Vol EAFE ETF 19.6 20 38 5.0 -0.9
RBIN Nationwide Risk-Based International Equity ETF 19.6 42 16 5.9 +0.0
FICS First Trust International Developed Capital Strength ETF 19.5 70 -12 4.7 -1.2
IEUR iShares Core MSCI Europe ETF 19.5 9 49 6.6 +0.7
NUDM Nuveen ESG International Developed Markets Equity ETF 19.3 40 18 5.8 -0.0
PDEV Principal International Multi-Factor Core Index ETF 19.1 25 33 6.9 +1.1
HEDJ WisdomTree Europe Hedged Equity Fund 18.8 58 0 5.4 -0.5
FDEV Fidelity Targeted International Factor ETF 18.6 39 19 5.9 +0.1
JHMD John Hancock Multifactor Developed International ETF 18.4 39 19 6.4 +0.5
VGK Vanguard FTSE Europe ETF 18.4 8 50 6.4 +0.5
SCHF Schwab International Equity ETF 18.1 6 52 6.6 +0.7
IDEV iShares Core MSCI International Developed Markets ETF 17.9 5 53 6.5 +0.6
EWU iShares MSCI United Kingdom ETF 17.3 51 7 6.9 +1.1
FLGB Franklin FTSE United Kingdom ETF 17.2 9 49 7.2 +1.3
JIG JPMorgan International Growth ETF 17.1 55 3 2.4 -3.5
IGRO iShares International Dividend Growth ETF 16.8 15 43 7.0 +1.1
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 16.7 20 38 9.4 +3.5
SPDW SPDR Portfolio Developed World ex-US ETF 16.7 4 54 6.3 +0.4
LVHI Legg Mason International Low Volatility High Dividend ETF 16.6 40 18 8.2 +2.3
ZGBR SPDR Solactive United Kingdom ETF 16.6 14 44 0.0 -5.9
ACSG Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 16.4 16 42 6.0 +0.2
VEA Vanguard FTSE Developed Markets ETF 16.4 5 53 6.4 +0.6
DWMF WisdomTree International Multifactor Fund 16.1 38 20 6.2 +0.3
EUDV ProShares MSCI Europe Dividend Growers ETF 16.1 56 2 4.8 -1.1
FEZ SPDR EURO STOXX 50 ETF 15.7 29 29 5.7 -0.2
QINT American Century Quality Diversified International ETF 15.5 39 19 6.6 +0.7
IPAC iShares Core MSCI Pacific ETF 15.5 9 49 6.4 +0.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 15.0 39 19 6.0 +0.1
CIL VictoryShares International Volatility Weighted Index ETF 14.9 45 13 6.5 +0.6
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 14.8 45 13 6.5 +0.6
VWID Virtus WMC International Dividend ETF 14.4 49 9 7.4 +1.5
TPIF Timothy Plan International ETF 14.4 62 -4 6.2 +0.3
IQDE FlexShares International Quality Dividend Defensive Index ET 14.1 47 11 8.0 +2.2
IQDF FlexShares International Quality Dividend Index Fund 14.1 47 11 8.2 +2.3
ACWX iShares MSCI ACWI ex U.S. ETF 14.0 32 26 6.5 +0.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 13.9 51 7 4.8 -1.1
PIZ Invesco DWA Developed Markets Momentum ETF 13.9 80 -22 5.2 -0.7
EZU iShares MSCI Eurozone ETF 13.9 51 7 5.7 -0.2
VPL Vanguard FTSE Pacific ETF 13.8 8 50 6.5 +0.7
CWI SPDR MSCI ACWI ex-US ETF 13.8 30 28 6.4 +0.5
VSGX Vanguard ESG International Stock ETF 13.8 17 41 6.3 +0.5
RNDM First Trust Developed International Equity Select ETF 13.7 65 -7 5.8 -0.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 13.7 41 17 6.1 +0.2
EURZ Xtrackers Eurozone Equity ETF 13.4 9 49 6.0 +0.2
VEU Vanguard FTSE All-World ex-US Index Fund 13.3 8 50 6.6 +0.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 13.2 47 11 5.5 -0.4
IDLV Invesco S&P International Developed Low Volatility ETF 12.8 25 33 5.9 +0.1
DOO WisdomTree International Dividend ex-Financials Fund 12.8 58 0 7.5 +1.7
IXUS ishares Core MSCI Total International Stock ETF 12.7 9 49 6.6 +0.7
RFAP First Trust Riverfront Dynamic Asia Pacific ETF 12.5 83 -25 5.5 -0.4
IDLB Invesco FTSE International Low Beta Equal Weight ETF 12.4 45 13 5.9 +0.1
FIVA Fidelity International Value Factor ETF 12.3 39 19 8.5 +2.7
FLJP Franklin FTSE Japan ETF 12.3 9 49 6.8 +1.0
VXUS Vanguard Total International Stock ETF 12.2 8 50 6.5 +0.7
EWJ iShares MSCI Japan ETF 12.2 51 7 6.4 +0.5
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 12.2 25 33 6.6 +0.7
DBJP Xtrackers MSCI Japan Hedged Equity ETF 12.1 46 12 6.3 +0.5
FLJH Franklin FTSE Japan Hedged ETF 12.1 9 49 6.7 +0.9
JPXN iShares JPX-Nikkei 400 ETF 12.0 48 10 6.4 +0.5
EPP iShares MSCI Pacific ex-Japan ETF 11.7 48 10 5.5 -0.4
JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF 11.6 9 49 6.7 +0.8
PQIN PGIM QMA Strategic Alpha International Equity ETF 11.6 29 29 7.3 +1.4
GDVD Principal Active Global Dividend Income ETF 11.6 58 0 0.0 -5.9
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 11.6 19 39 5.8 -0.1
BBJP JPMorgan BetaBuilders Japan ETF 11.5 19 39 6.6 +0.7
FLAU Franklin FTSE Australia ETF 11.4 9 49 5.6 -0.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 11.4 39 19 7.0 +1.2
DTH WisdomTree International High Dividend Fund 11.3 58 0 8.4 +2.6
IXJ iShares Global Healthcare ETF 11.3 46 12 6.2 +0.3
ISZE iShares Edge MSCI Intl Size Factor ETF 11.3 30 28 6.3 +0.4
DEFA iShares Adaptive Currency Hedged MSCI EAFE ETF 11.2 35 23 6.3 +0.4
HEFA iShares Currency Hedged MSCI EAFE ETF 11.2 35 23 6.2 +0.3
DXJ WisdomTree Japan Hedged Equity Fund 10.9 48 10 7.4 +1.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 10.9 29 29 7.4 +1.5
ZJPN SPDR Solactive Japan ETF 10.8 14 44 0.0 -5.9
EWA iShares MSCI Australia ETF 10.8 51 7 5.1 -0.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 10.8 80 -22 5.8 -0.1
MXI iShares Global Materials ETF 10.6 45 13 5.5 -0.3
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 10.5 24 34 6.8 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 10.4 30 28 5.5 -0.4
AVDE Avantis International Equity ETF 10.4 23 35 6.8 +0.9
JPIN JPMorgan Diversified Return International Equity ETF 10.4 37 21 7.6 +1.8
IDOG ALPS International Sector Dividend Dogs ETF 10.1 50 8 8.2 +2.4
HEWU iShares Currency Hedged MSCI United Kingdom ETF 10.0 51 7 6.6 +0.8
IQIN IQ 500 International ETF 10.0 25 33 7.6 +1.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 9.6 45 13 7.3 +1.4
FLSW Franklin FTSE Switzerland ETF 9.4 9 49 4.9 -1.0
DIM WisdomTree International MidCap Dividend Fund 9.3 58 0 6.9 +1.0
HEWJ iShares Currency Hedged MSCI Japan ETF 9.1 51 7 6.3 +0.4
EWL iShares MSCI Switzerland ETF 9.0 51 7 4.4 -1.5
EWJE iShares MSCI Japan Equal Weighted ETF 8.9 15 43 6.3 +0.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 8.9 47 11 8.9 +3.1
IDV iShares International Select Dividend ETF 8.9 49 9 9.6 +3.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 8.8 42 16 4.9 -1.0
HJPX iShares Currency Hedged JPX-Nikkei 400 ETF 8.7 48 10 6.3 +0.4
WWJD Inspire International ESG ETF 8.5 80 -22 5.5 -0.4
ISDX Invesco RAFI Strategic Developed ex-US ETF 8.5 23 35 6.4 +0.6
GXF Global X FTSE Nordic Region ETF 8.4 51 7 10.3 +4.4
RODE Hartford Multifactor Diversified International ETF 8.4 29 29 9.8 +4.0
DIVS SmartETFs Dividend Builder ETF 8.3 65 -7 5.5 -0.3
HEZU iShares Currency Hedged MSCI Eurozone ETF 8.3 54 4 5.4 -0.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 8.1 46 12 5.9 +0.1
INTF iShares Edge MSCI Multifactor Intl ETF 8.1 30 28 7.8 +1.9
FNDF Schwab Fundamental International Large Co. Index ETF 7.7 25 33 7.8 +1.9
ACWV iShares MSCI Global Min Vol Factor ETF 7.7 20 38 5.5 -0.4
DSTX Distillate International Fundamental Stability & Value ETF 7.7 55 3 7.1 +1.2
DWCR Arrow DWA Country Rotation ETF 7.5 136 -78 4.8 -1.1
EXI iShares Global Industrials ETF 7.4 46 12 4.8 -1.0
FIDI Fidelity International High Dividend ETF 7.2 39 19 8.2 +2.4
GRES IQ Global Resources ETF 7.2 78 -20 7.3 +1.5
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF 7.0 35 23 6.3 +0.4
RXI iShares Global Consumer Discretionary ETF 7.0 46 12 3.9 -2.0
UIVM VictoryShares USAA MSCI International Value Momentum ETF 7.0 35 23 8.3 +2.4
VYMI Vanguard International High Dividend Yield ETF 6.9 27 31 8.9 +3.0
GNR SPDR S&P Global Natural Resources ETF 6.8 40 18 6.2 +0.4
URTH iShares MSCI World ETF 6.8 24 34 5.1 -0.8
IMFL Invesco International Developed Dynamic Multifactor ETF 6.7 34 24 7.4 +1.5
SDG iShares Sustainable MSCI Global Impact ETF 6.7 49 9 6.4 +0.5
FLFR Franklin FTSE France ETF 6.6 9 49 5.5 -0.4
EFV iShares MSCI EAFE Value ETF 6.5 39 19 8.3 +2.4
XT iShares Exponential Technologies ETF 6.4 47 11 4.7 -1.1
IDHD Invesco S&P Intl Developed High Dividend Low Volatility ETF 6.4 30 28 7.6 +1.7
EWQ iShares MSCI France ETF 6.4 51 7 5.2 -0.7
IXN iShares Global Tech ETF 6.4 46 12 4.2 -1.7
SDGA Impact Shares Sustainable Development Goals Global ETF 6.3 75 -17 5.4 -0.5
IOO iShares Global 100 ETF 6.1 40 18 4.8 -1.0
FSZ First Trust Switzerland AlphaDEX Fund 6.0 80 -22 3.8 -2.1
ACWI iShares MSCI ACWI ETF 5.9 32 26 5.2 -0.6
EFAS Global X MSCI SuperDividend EAFE ETF 5.9 56 2 8.1 +2.2
DXGE WisdomTree Germany Hedged Equity Fund 5.9 48 10 7.4 +1.6
AGNG Global X Aging Population ETF 5.8 50 8 3.2 -2.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.8 20 38 5.4 -0.4
LOWC SPDR MSCI ACWI Low Carbon Target ETF 5.7 20 38 5.5 -0.4
EWG iShares MSCI Germany ETF 5.6 51 7 6.4 +0.6
KLDW Gavekal Knowledge Leaders Developed World ETF 5.6 75 -17 3.8 -2.0
DBGR Xtrackers MSCI Germany Hedged Equity ETF 5.6 45 13 6.2 +0.3
FLGR Franklin FTSE Germany ETF 5.5 9 49 6.9 +1.1
FEP First Trust Europe AlphaDEX Fund 5.5 80 -22 7.7 +1.8
BLES Inspire Global Hope Large Cap ETF 5.5 52 6 5.0 -0.9
VT Vanguard Total World Stock ETF 5.4 8 50 5.4 -0.5
FPXI First Trust International Equity Opportunities ETF 5.4 70 -12 2.1 -3.7
FDT First Trust Developed Markets ex-US Alphadex Fund 5.4 80 -22 8.2 +2.3
TOK iShares MSCI Kokusai ETF 5.3 25 33 5.0 -0.9
ZDEU SPDR Solactive Germany ETF 5.3 14 44 0.0 -5.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.3 9 49 5.3 -0.6
IVAL Alpha Architect International Quantitative Value ETF 5.3 59 -1 8.2 +2.3
DGT SPDR Global Dow ETF 5.3 50 8 6.5 +0.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 5.3 49 9 4.5 -1.4
KXI iShares Global Consumer Staples ETF 5.1 46 12 5.1 -0.8
DMDV AAM S&P Developed Markets High Dividend Value ETF 5.1 39 19 9.0 +3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 5.0 9 49 5.0 -0.8
IVLU iShares Edge MSCI Intl Value Factor ETF 5.0 30 28 9.9 +4.0
FNDC Schwab Fundamental International Small Co. Index ETF 5.0 39 19 5.1 -0.8
HEWG iShares Currency Hedged MSCI Germany ETF 5.0 53 5 6.1 +0.3
SCZ iShares MSCI Eafe Small-Cap ETF 5.0 40 18 5.3 -0.5
HAP VanEck Vectors Natural Resources ETF 4.9 50 8 5.4 -0.5
IMOM Alpha Architect International Quantitative Momentum ETF 4.8 59 -1 3.3 -2.5
FYLD Cambria Foreign Shareholder Yield ETF 4.8 59 -1 7.1 +1.2
EDEN iShares MSCI Denmark Capped ETF 4.8 53 5 6.9 +1.0
JSTC Adasina Social Justice All Cap Global ETF 4.7 89 -31 5.4 -0.5
KOIN Innovation Shares NextGen Protocol ETF 4.6 95 -37 3.7 -2.1
EWJV iShares MSCI Japan Value ETF 4.6 15 43 8.8 +2.9
CID VictoryShares Intl High Dividend Volatility Wtd Index ETF 4.6 45 13 8.3 +2.5
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 4.5 52 6 4.9 -0.9
ESGN Columbia Sustainable International Equity Income ETF 4.4 45 13 8.8 +3.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.2 65 -7 8.3 +2.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 4.2 65 -7 10.4 +4.5
FJP First Trust Japan AlphaDEX Fund 4.2 80 -22 8.1 +2.3
ACWF iShares MSCI Global Multifactor ETF 4.1 35 23 7.1 +1.2
DAX Global X DAX Germany ETF 4.0 20 38 6.8 +0.9
HTEC ROBO Global Healthcare Technology & Innovation ETF 3.9 68 -10 1.1 -4.8
IEUS iShares MSCI Europe Small-Cap ETF 3.9 40 18 5.2 -0.7
EWN iShares MSCI Netherlands ETF 3.8 51 7 4.1 -1.7
FDD First Trust Stoxx European Select Dividend Index Fund 3.8 58 0 9.1 +3.3
JOYY Infusive Compounding Global Equities ETF 3.7 50 8 3.8 -2.1
FKU First Trust United Kingdom AlphaDEX Fund 3.6 80 -22 7.6 +1.8
FID First Trust S&P International Dividend Aristocrats ETF 3.5 60 -2 8.5 +2.6
DEW WisdomTree Global High Dividend Fund 3.3 58 0 8.4 +2.6
HART IQ Healthy Hearts ETF 3.3 45 13 4.7 -1.2
DINT Davis Select International ETF 3.3 65 -7 4.8 -1.1
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF 3.0 43 15 5.1 -0.7
SCHC Schwab International Small-Cap Equity ETF 3.0 11 47 5.2 -0.7
IPKW Invesco International BuyBack Achievers ETF 3.0 55 3 6.4 +0.6
ANEW ProShares MSCI Transformational Changes ETF 2.9 45 13 2.6 -3.3
DWX SPDR S&P International Dividend ETF 2.9 45 13 7.1 +1.2
DLS WisdomTree International SmallCap Dividend Fund 2.8 58 0 8.0 +2.2
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Eq 2.7 48 10 8.0 +2.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 2.7 80 -22 7.9 +2.1
FEUZ First Trust Eurozone AlphaDEX ETF 2.7 80 -22 8.0 +2.1
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.7 50 8 3.4 -2.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.6 11 47 5.5 -0.4
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 2.6 58 0 4.5 -1.4
EFNL iShares MSCI Finland Capped ETF 2.6 53 5 5.0 -0.8
WDIV SPDR Global Dividend ETF 2.6 40 18 8.6 +2.7
WLDR Affinity World Leaders Equity ETF 2.6 67 -9 8.0 +2.1
EWD iShares MSCI Sweden ETF 2.6 51 7 12.3 +6.4
GCOW Pacer Global High Dividend ETF 2.6 60 -2 9.8 +4.0
MOTI VanEck Vectors Morningstar International Moat ETF 2.6 58 0 7.9 +2.1
DVYA iShares Asia/Pacific Dividend ETF 2.5 49 9 11.0 +5.2
VIDI Vident International Equity Fund 2.5 59 -1 9.4 +3.6
DRW WisdomTree Global ex-US Real Estate Fund 2.5 58 0 9.1 +3.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 2.5 58 0 7.0 +1.1
AIIQ AI Powered International Equity ETF 2.5 79 -21 3.4 -2.4
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 2.4 40 18 7.4 +1.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.3 70 -12 2.3 -3.5
ZHOK SPDR Solactive Hong Kong ETF 2.1 14 44 0.0 -5.9
EUFN iShares MSCI Europe Financials ETF 2.1 48 10 10.5 +4.7
FLHK Franklin FTSE Hong Kong ETF 1.9 9 49 6.4 +0.5
AIA iShares Asia 50 ETF 1.9 50 8 6.2 +0.3
EWH iShares MSCI Hong Kong ETF 1.9 51 7 5.8 -0.0
NXTG First Trust Indxx NextG ETF 1.8 70 -12 5.3 -0.6
DTEC ALPS Disruptive Technologies ETF 1.8 50 8 3.0 -2.9
QTUM Defiance Quantum ETF 1.7 40 18 4.6 -1.2
FLAX Franklin FTSE Asia Ex Japan ETF 1.7 19 39 6.7 +0.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 1.7 70 -12 6.0 +0.1
IQM Franklin Intelligent Machines ETF 1.7 50 8 1.9 -4.0
PSP Invesco Global Listed Private Equity ETF 1.7 158 -100 5.6 -0.3
HAUZ Xtrackers International Real Estate ETF 1.6 10 48 7.3 +1.5
CHIR Global X MSCI China Real Estate ETF 1.6 66 -8 22.1 +16.2
FCA First Trust China AlphaDEX Fund 1.6 80 -22 15.2 +9.3
EDIV SPDR S&P Emerging Markets Dividend ETF 1.6 49 9 9.8 +3.9
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 1.6 61 -3 8.2 +2.4
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.6 12 46 8.7 +2.8
BNE Blue Horizon BNE ETF 1.5 87 -29 3.1 -2.8
URA Global X Uranium ETF 1.5 69 -11 -1.1 -7.0
SCJ iShares MSCI Japan Small-Cap ETF 1.5 51 7 5.9 +0.0
ISVL iShares International Developed Small Cap Value Factor ETF 1.4 30 28 7.4 +1.5
EWUS iShares MSCI United Kingdom Small Cap ETF 1.4 59 -1 5.3 -0.6
AVDV Avantis International Small Cap Value ETF 1.4 36 22 6.8 +1.0
GWX SPDR S&P International Small Cap ETF 1.3 40 18 5.1 -0.8
AIQ Global X Future Analytics Tech ETF 1.3 68 -10 3.3 -2.6
FDRR Fidelity Dividend ETF for Rising Rates 1.3 29 29 6.5 +0.6
PBD Invesco Global Clean Energy ETF 1.3 75 -17 0.0 -5.9
FILL iShares MSCI Global Energy Producers ETF 1.2 39 19 5.8 -0.1
JEMA JPMorgan Emerging Markets Equity Core ETF 1.2 39 19 6.9 +1.1
IDRV iShares Self-driving EV & Tech ETF 1.2 47 11 6.3 +0.5
DFE WisdomTree Europe SmallCap Dividend Fund 1.2 58 0 7.8 +1.9
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 1.1 58 0 8.2 +2.3
DFJ WisdomTree Japan SmallCap Dividend Fund 1.1 58 0 8.2 +2.3
CRAK VanEck Vectors Oil Refiners ETF 1.1 60 -2 7.8 +1.9
IXC iShares Global Energy ETF 1.1 46 12 5.3 -0.5
KESG KraneShares MSCI China ESG Leaders Index ETF 1.1 59 -1 8.5 +2.6
SULR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.1 79 -21 5.1 -0.8
SMOG VanEck Vectors Low Carbon Energy ETF 1.1 62 -4 3.2 -2.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 59 -1 10.9 +5.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.1 65 -7 2.9 -3.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.1 47 11 1.2 -4.7
FAN First Trust Global Wind Energy ETF 1.0 62 -4 6.1 +0.2
ICLN iShares Global Clean Energy ETF 1.0 46 12 5.0 -0.8
FDVV Fidelity Core Dividend ETF 1.0 29 29 6.4 +0.5
FEM First Trust Emerging Markets AlphaDEX Fund 1.0 80 -22 12.4 +6.6
PIO Invesco Global Water ETF 0.9 75 -17 3.8 -2.1
SMEZ SPDR EURO STOXX Small Cap ETF 0.9 45 13 0.0 -5.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.9 80 -22 7.3 +1.4
GENY Principal Millennials Index ETF 0.9 45 13 4.6 -1.2
IXG iShares Global Financials ETF 0.9 46 12 8.3 +2.5
FGM First Trust Germany AlphaDEX Fund 0.8 80 -22 5.5 -0.3
EKAR Innovation Shares NextGen Vehicles & Technology ETF 0.8 95 -37 5.0 -0.9
CGW Invesco S&P Global Water Index ETF 0.8 57 1 3.6 -2.3
BMED BlackRock Future Health ETF 0.8 85 -27 -0.8 -6.7
MOTO SmartETFs Smart Transportation & Technology ETF 0.8 68 -10 8.7 +2.8
DRIV Global X Autonomous & Electric Vehicles ETF 0.8 68 -10 4.5 -1.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.8 70 -12 3.4 -2.4
THNQ ROBO Global Artificial Intelligence ETF 0.8 68 -10 1.6 -4.2
FLIY Franklin FTSE Italy ETF 0.8 9 49 8.3 +2.4
EWI iShares MSCI Italy ETF 0.8 51 7 7.7 +1.8
ROBO Robo Global Robotics & Automation Index ETF 0.7 95 -37 3.8 -2.1
PXH Invesco FTSE RAFI Emerging Markets ETF 0.7 50 8 11.9 +6.0
WPS iShares International Developed Property ETF 0.7 48 10 6.3 +0.5
JXI iShares Global Utilities ETF 0.7 46 12 5.7 -0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.7 47 11 5.6 -0.3
GII SPDR S&P Global Infrastructure ETF 0.7 40 18 4.1 -1.8
IGF iShares Global Infrastructure ETF 0.7 46 12 4.1 -1.8
RNRG Global X Renewable Energy Producers ETF 0.7 65 -7 2.5 -3.4
BLDG Cambria Global Real Estate ETF 0.7 59 -1 6.7 +0.8
GQRE FlexShares Global Quality Real Estate Index Fund 0.7 45 13 5.7 -0.2
BTEK BlackRock Future Tech ETF 0.6 88 -30 -0.2 -6.1
BOTZ Global X Robotics & Artificial Intelligence ETF 0.6 68 -10 2.4 -3.5
EBLU Ecofin Global Water ESG Fund 0.6 40 18 3.8 -2.1
NUEM Nuveen ESG Emerging Markets Equity ETF 0.6 45 13 6.0 +0.1
DEM WisdomTree Emerging Markets High Dividend Fund 0.6 63 -5 12.7 +6.9
GAMR ETFMG Video Game Tech ETF 0.6 75 -17 3.3 -2.6
KALL KraneShares MSCI All China Index ETF 0.6 49 9 7.7 +1.8
GLIF AGFiQ Global Infrastructure ETF 0.6 45 13 4.3 -1.6
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.6 95 -37 8.7 +2.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.6 85 -27 3.6 -2.3
FLCH Franklin FTSE China ETF 0.5 19 39 7.9 +2.0
GXC SPDR S&P China ETF 0.5 59 -1 7.3 +1.5
MCHI iShares MSCI China ETF 0.5 59 -1 7.2 +1.3
RWX SPDR Dow Jones International Real Estate ETF 0.5 59 -1 5.4 -0.5
RWO SPDR Dow Jones Global Real Estate ETF 0.5 50 8 5.2 -0.7
LDEM iShares ESG MSCI EM Leaders ETF 0.5 16 42 6.8 +0.9
GBLD Invesco MSCI Green Building ETF 0.5 39 19 6.9 +1.0
IPOS Renaissance International IPO ETF 0.5 80 -22 1.6 -4.3
CN Xtrackers MSCI All China Equity ETF 0.4 50 8 7.6 +1.7
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.4 20 38 6.1 +0.2
BKF iShares MSCI BRIC ETF 0.4 70 -12 6.6 +0.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.4 49 9 6.4 +0.5
EEMA iShares MSCI Emerging Markets Asia ETF 0.4 50 8 6.7 +0.9
LUXE Emles Luxury Goods ETF 0.4 60 -2 3.3 -2.5
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 0.4 25 33 2.7 -3.2
OGIG O'Shares Global Internet Giants ETF 0.4 48 10 1.0 -4.9
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 30 28 9.3 +3.4
PID Invesco International Dividend Achievers ETF 0.4 53 5 6.4 +0.5
AADR AdvisorShares Dorsey Wright ADR ETF 0.4 110 -52 6.0 +0.1
BETZ Roundhill Sports Betting & iGaming ETF 0.4 75 -17 3.2 -2.7
QQQN VictoryShares Nasdaq Next 50 ETF 0.4 18 40 3.0 -2.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.4 15 43 2.3 -3.5
BJK VanEck Vectors Gaming ETF 0.4 65 -7 1.9 -4.0
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -12 9.6 +3.7
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 19 11.8 +5.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 28 7.9 +2.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.3 59 -1 10.2 +4.4
CEZ VictoryShares Emerging Market Volatility Wtd ETF 0.3 50 8 0.0 -5.9
EWS iShares MSCI Singapore ETF 0.3 51 7 6.7 +0.9
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 33 6.8 +0.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.3 30 28 6.8 +0.9
PZD Invesco Cleantech ETF 0.3 58 0 4.9 -1.0
RBUS Nationwide Risk-Based U.S. Equity ETF 0.3 30 28 4.8 -1.1
CTEC Global X CleanTech ETF 0.3 50 8 3.1 -2.7
ESPO VanEck Vectors Video Gaming & eSports ETF 0.3 55 3 3.0 -2.9
SCHE Schwab Emerging Markets Equity ETF 0.3 11 47 7.2 +1.3
SPEM SPDR Portfolio Emerging Markets ETF 0.3 11 47 7.0 +1.1
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.3 16 42 7.2 +1.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 49 9 7.3 +1.4
VWO Vanguard FTSE Emerging Markets ETF 0.3 10 48 7.1 +1.2
LIT Global X Lithium & Battery Tech ETF 0.3 75 -17 2.3 -3.6
BATT Amplify Advanced Battery Metals & Materials ETF 0.3 59 -1 1.9 -3.9
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 47 7.1 +1.3
EEM iShares MSCI Emerging Markets ETF 0.3 70 -12 6.3 +0.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.3 66 -8 6.2 +0.4
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.3 45 13 6.9 +1.0
IEMG iShares Core MSCI Emerging Markets ETF 0.3 13 45 6.9 +1.1
DFAE Dimensional Emerging Core Equity Market ETF 0.3 35 23 7.2 +1.3
IHAK iShares Cybersecurity & Tech ETF 0.3 47 11 3.0 -2.9
CIBR First Trust NASDAQ CEA Cybersecurity ETF 0.3 60 -2 2.9 -2.9
HACK ETFMG Prime Cyber Security ETF 0.3 60 -2 2.8 -3.1
XDAT Franklin Exponential Data ETF 0.3 50 8 1.5 -4.4
BUG Global X Cybersecurity ETF 0.3 50 8 1.4 -4.4
WCBR WisdomTree Cybersecurity Fund 0.3 45 13 1.0 -4.9
FTAG First Trust Indxx Global Agriculture ETF 0.2 70 -12 5.4 -0.5
AVEM Avantis Emerging Markets Equity ETF 0.2 33 25 8.2 +2.3
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.2 32 26 8.2 +2.4
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 9 7.2 +1.4
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 42 6.9 +1.1
RESE WisdomTree Emerging Markets ESG Fund 0.2 32 26 6.9 +1.1
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.2 32 26 5.8 -0.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 26 5.7 -0.2
CHNA Loncar China BioPharma ETF 0.2 79 -21 3.5 -2.3
KURE KraneShares MSCI All China Health Care Index ETF 0.2 65 -7 1.7 -4.2
CHIH Global X MSCI China Health Care ETF 0.2 65 -7 1.6 -4.3
GVAL Cambria Global Value ETF 0.2 65 -7 8.3 +2.4
PGAL Global X FTSE Portugal 20 ETF 0.2 58 0 6.6 +0.7
GDX VanEck Vectors Gold Miners ETF 0.2 52 6 4.3 -1.6
NKEF Sample Portfolio 0.2 0 58 3.4 -2.5
BFIT Global X Health & Wellness ETF 0.2 50 8 3.8 -2.0
EWP iShares MSCI Spain ETF 0.2 51 7 7.4 +1.5
ECNS iShares MSCI China Small-Cap ETF 0.2 59 -1 13.1 +7.3
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.2 35 23 9.1 +3.3
FEMS First Trust Emerging Markets Small Cap Alphadex Fund 0.2 80 -22 14.5 +8.6
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 63 -5 10.6 +4.7
JGLD Amplify Pure Junior Gold Miners ETF 0.2 49 9 4.2 -1.7
GDXJ VanEck Vectors Junior Gold Miners ETF 0.2 53 5 4.0 -1.9
ECLN First Trust EIP Carbon Impact ETF 0.2 97 -39 3.4 -2.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 22 6.8 +0.9
SOCL Global X Social Media ETF 0.1 65 -7 2.0 -3.8
EWGS iShares MSCI Germany Small Cap ETF 0.1 59 -1 4.8 -1.1
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.1 70 -12 6.2 +0.4
BUYZ Franklin Disruptive Commerce ETF 0.1 50 8 -0.2 -6.0
IBUY Amplify Online Retail ETF 0.1 65 -7 -1.1 -7.0
XBUY Amplify International Online Retail ETF 0.1 69 -11 -1.6 -7.4
SIL Global X Silver Miners ETF 0.1 65 -7 2.8 -3.1
EWK iShares MSCI Belgium Capped ETF 0.1 51 7 6.1 +0.2
IVES Wedbush ETFMG Global Cloud Technology ETF 0.1 68 -10 2.0 -3.9
EIS iShares MSCI Israel ETF 0.1 59 -1 6.7 +0.8
ISRA VanEck Vectors Israel ETF 0.1 62 -4 5.4 -0.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.1 78 -20 8.1 +2.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -12 6.1 +0.2
MOO VanEck Vectors Agribusiness ETF 0.1 56 2 4.4 -1.5
FINX Global X FinTech Thematic ETF 0.1 68 -10 2.5 -3.4
BFTR Future Innovators ETF 0.1 80 -22 -1.2 -7.1
ENOR iShares MSCI Norway ETF 0.1 53 5 8.0 +2.1
NORW Global X MSCI Norway ETF 0.1 50 8 7.9 +2.1
ATEC-AU BetaShares S&P/ASX Australian Technology ETF 0.1 48 10 0.9 -4.9
SLVP iShares MSCI Global Silver Miners ETF 0.1 39 19 2.7 -3.1
SGDJ Sprott Junior Gold Miners ETF 0.1 50 8 4.8 -1.1
GOEX Global X Gold Explorers ETF 0.1 65 -7 4.1 -1.8
WOOD iShares Global Timber & Forestry ETF 0.0 46 12 9.1 +3.2
RING iShares MSCI Global Gold Miners ETF 0.0 39 19 4.9 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 -17 2.8 -3.1
ITEQ BlueStar Israel Technology ETF 0.0 75 -17 1.6 -4.3
IZRL ARK Israel Innovative Technology ETF 0.0 49 9 -1.1 -7.0
SNSR Global X Internet of Things Thematic ETF 0.0 68 -10 3.6 -2.3
VEGI iShares MSCI Global Agriculture Producers ETF 0.0 39 19 4.6 -1.3
HERO Global X Video Games & Esports ETF 0.0 50 8 4.0 -1.9
HERU-GB Global X Video Games & Esports UCITS ETF 0.0 50 8 3.7 -2.2
OLD The Long-Term Care ETF 0.0 30 28 5.1 -0.8
MRAD SmartETFs Advertising & Marketing Technology ETF 0.0 68 -10 1.1 -4.7
SUBZ Roundhill Streaming Services & Technology ETF 0.0 75 -17 -1.7 -7.6
IXP iShares Global Comm Services ETF 0.0 46 12 5.2 -0.7
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 0.0 60 -2 2.0 -3.9
FDNI First Trust Dow Jones International Internet ETF 0.0 65 -7 1.9 -4.0
IWFH iShares Virtual Work and Life Multisector ETF 0.0 47 11 0.5 -5.3
VNM VanEck Vectors Vietnam ETF 0.0 66 -8 4.6 -1.3
GOAU U.S. Global GO GOLD & Precious Metal Miners ETF 0.0 60 -2 4.1 -1.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.0 47 11 4.5 -1.4
EDOC-GB Global X Telemedicine & Digital Health UCITS ETF 0.0 68 -10 1.1 -4.8
EDOC Global X Telemedicine & Digital Health ETF 0.0 68 -10 -0.1 -6.0

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

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RESULTS & ESTIMATES

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
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 23.6 %
Divided by: Fwd. P/BV 3.7 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.52
 
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.