Columbia International Equity Income ETF
ALTAR
Score™		 7.5% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 14.2x P/Sales
ratio		 1.2x
P/BV
ratio		 1.8x Div.
yield		 3.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Columbia Sustainable U.S. Equity Income ETF tracks an index composed of 100 U.S. equities (excluding REITs) that exhibit a minimum ESG rating (as determined by MSCI) and dividend characteristics.

FUND BASICS
Category US Equities
Fund Sponsor Columbia
Website www.columbiathreadneedleetf.com
Inception date Jun 13, 2016
Assets (mns) $91
Currency USD
Expense ratio 45 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Fundamental
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 102
Wgt avg mkt cap (mns) $90,214
Large cap (>$10bn) 87.7%
Mid cap ($2-10bn) 12.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNICREDIT S.P.A. 5.0 %
DBS GROUP HOLDINGS LTD 4.7 %
BHP BILLITON LTD 4.5 %
DEUTSCHE TELEKOM AG 4.3 %
SHELL PLC 4.2 %
TOTAL SA 4.0 %
ANHEUSER BUSCH INBEV SA/NV COMMON 3.3 %
VINCI SA 3.3 %
MUNCHENER RUCKVERSICHERUNGS-GESELL 3.0 %
NATWEST GROUP PLC 2.9 %
Total 39.2 %

TOP COUNTRY EXPOSURE
JAPAN 26.1 %
BRITAIN 12.7 %
GERMANY 9.9 %
FRANCE 9.6 %
AUSTRALIA 8.0 %
SINGAPORE 5.5 %
ITALY 5.0 %
NETHERLANDS 3.0 %
ISRAEL 2.7 %
HONG KONG 2.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
14.1% 24.0% 13.7% 10.2% 10.5%

Market Correlations
versus... Beta R-squared
S&P500 0.65 39%
MSCI EAFE 0.78 83%
MSCI Emg. Mkts. 0.34 39%

Technical Indicators
Recent close $41.92
30d moving avg. $40.42
Annualized volatility 22.2%
Short interest (ETF) 1.5%
Short interest (Underlying) 2.5%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.3%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $31,041

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 414 potential alternatives to the Columbia International Equity Income ETF ETF based on the alternatives' overlap in portfolio holdings with INEQ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: INEQ Expense: 45 bp ALTAR Score™: 7.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH INEQ
Ticker Fund
Name		 Overlap1
vs INEQ
(%)		 Expense
ratio
(bp)		 Savings
vs INEQ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs INEQ
(%)
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 20.4 9 36 7.6 +0.1
GCOW Pacer Global Cash Cows Dividend ETF 19.1 60 -15 9.2 +1.7
IVLU iShares MSCI Intl Value Factor ETF 18.4 30 15 7.7 +0.2
JHID John Hancock International High Dividend ETF 17.3 46 -1 7.7 +0.2
LVHI Franklin International Low Volatility High Dividend Index ET 17.2 40 5 7.4 -0.1
SCHY Schwab International Dividend Equity ETF 17.1 14 31 8.4 +0.9
IPKW Invesco International BuyBack Achievers ETF 16.6 55 -10 7.7 +0.2
UIVM VictoryShares International Value Momentum ETF 16.6 35 10 7.7 +0.2
FDEV Fidelity International Multifactor ETF 16.2 18 27 7.0 -0.5
FIVA Fidelity International Value Factor ETF 16.0 18 27 7.0 -0.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 15.7 22 23 5.5 -2.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 15.5 29 16 6.9 -0.6
DFIV Dimensional International Value ETF 15.1 27 18 7.4 -0.1
EFV iShares MSCI EAFE Value ETF 15.0 34 11 7.2 -0.3
RFDI First Trust Riverfront Dynamic Developed International ETF 14.6 83 -38 7.3 -0.2
EWJV iShares MSCI Japan Value ETF 14.5 15 30 6.2 -1.3
JPIN J.P. Morgan Diversified Return International Equity ETF 14.3 37 8 6.8 -0.6
JHMD John Hancock Multifactor Developed International ETF 14.3 39 6 6.1 -1.4
FNDF Schwab Fundamental International Large Co. Index ETF 14.1 25 20 7.1 -0.4
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 14.1 19 26 5.2 -2.3
AIVI WisdomTree International AI Enhanced Value Fund 14.0 58 -13 6.0 -1.5
IMFL Invesco International Developed Dynamic Multifactor ETF 13.9 34 11 5.1 -2.3
QINT American Century Quality Diversified International ETF 13.7 39 6 6.4 -1.0
IVSI Applied Finance IVS International Large ETF 13.7 65 -20 5.8 -1.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 13.6 35 10 5.5 -2.0
GNR SPDR S&P Global Natural Resources ETF 13.1 40 5 7.8 +0.4
EPP iShares MSCI Pacific ex-Japan ETF 13.0 47 -2 4.9 -2.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 12.8 30 15 5.9 -1.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 12.8 32 13 5.3 -2.2
DWMF WisdomTree International Multifactor Fund 12.8 38 7 6.8 -0.7
FENI Fidelity Enhanced International ETF 12.5 28 17 5.7 -1.8
IDOG ALPS International Sector Dividend Dogs ETF 12.4 50 -5 9.0 +1.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 12.3 45 0 6.5 -1.0
DTH WisdomTree International High Dividend Fund 12.3 58 -13 7.0 -0.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 12.0 46 -1 7.3 -0.2
FIDI Fidelity International High Dividend ETF 12.0 18 27 6.9 -0.5
INTF iShares International Equity Factor ETF 11.9 15 30 6.3 -1.2
JIRE JPMorgan International Research Enhanced Equity ETF 11.8 24 21 5.7 -1.8
FEZ SPDR EURO STOXX 50 ETF 11.8 29 16 5.7 -1.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 11.7 25 20 6.0 -1.5
IPAC iShares Core MSCI Pacific ETF 11.6 9 36 5.2 -2.3
AVIV Avantis International Large Cap Value ETF 11.4 25 20 6.7 -0.8
JPXN iShares JPX-Nikkei 400 ETF 11.4 48 -3 5.0 -2.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 11.3 24 21 6.8 -0.7
DVYA iShares Asia/Pacific Dividend ETF 11.3 49 -4 6.7 -0.8
IDV iShares International Select Dividend ETF 11.2 51 -6 8.9 +1.4
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 11.1 25 20 5.0 -2.4
HEWJ iShares Currency Hedged MSCI Japan ETF 11.0 50 -5 5.2 -2.3
VYMI Vanguard International High Dividend Yield ETF 11.0 17 28 7.6 +0.1
EWU iShares MSCI United Kingdom ETF 11.0 50 -5 7.2 -0.3
CGIE Capital Group International Equity ETF 10.9 54 -9 4.5 -3.0
FJP First Trust Japan AlphaDEX Fund 10.7 80 -35 7.2 -0.3
EWJ iShares MSCI Japan ETF 10.7 50 -5 4.5 -2.9
IQLT iShares MSCI Intl Quality Factor ETF 10.7 30 15 5.4 -2.1
HEFA iShares Currency Hedged MSCI EAFE ETF 10.6 35 10 5.7 -1.8
BBJP JPMorgan BetaBuilders Japan ETF 10.6 19 26 5.0 -2.5
EFA iShares MSCI EAFE ETF 10.5 35 10 5.6 -1.9
FLGB Franklin FTSE United Kingdom ETF 10.5 9 36 6.6 -0.8
GSID Goldman Sachs MarketBeta International Equity ETF 10.3 20 25 5.7 -1.8
DOL WisdomTree International LargeCap Dividend Fund 10.3 48 -3 5.5 -2.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 10.3 25 20 6.3 -1.2
DIHP Dimensional International High Profitability ETF 10.2 29 16 5.7 -1.8
DIVI Franklin International Core Dividend Tilt Index ETF 10.2 9 36 6.4 -1.1
IQDF FlexShares International Quality Dividend Index Fund 10.1 47 -2 7.2 -0.3
DXJ WisdomTree Japan Hedged Equity Fund 10.1 48 -3 5.1 -2.4
FRGN Horizon International Equity ETF 10.1 75 -30 7.7 +0.2
IDMO Invesco S&P International Developed Momentum ETF 9.9 25 20 5.0 -2.5
DTAN Sparkline International Intangible Value ETF 9.9 55 -10 7.0 -0.4
FLGR Franklin FTSE Germany ETF 9.9 9 36 6.7 -0.8
IVAL Alpha Architect International Quantitative Value ETF 9.9 49 -4 7.3 -0.2
STXI Strive International Developed Markets ETF 9.8 29 16 6.4 -1.1
JIVE JPMorgan International Value ETF 9.8 55 -10 7.8 +0.3
EUFN iShares MSCI Europe Financials ETF 9.7 51 -6 6.4 -1.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 9.7 47 -2 4.5 -3.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 9.6 36 9 5.2 -2.3
FLJP Franklin FTSE Japan ETF 9.5 9 36 5.0 -2.5
HFXI IQ FTSE International Equity Currency Neutral ETF 9.5 20 25 5.5 -2.0
IEFA iShares Core MSCI EAFE ETF 9.4 7 38 5.9 -1.6
FLJH Franklin FTSE Japan Hedged ETF 9.3 9 36 4.9 -2.5
DWM WisdomTree International Equity Fund 9.3 48 -3 5.5 -2.0
DFAI Dimensional International Core Equity Market ETF 9.3 18 27 5.9 -1.6
EWQ iShares MSCI France ETF 9.2 53 -8 6.7 -0.8
ESGD iShares ESG Aware MSCI EAFE ETF 9.2 20 25 5.6 -1.8
BKIE BNY Mellon International Equity ETF 9.2 4 41 17.5 +10.0
HEZU iShares Currency Hedged MSCI Eurozone ETF 9.2 53 -8 5.4 -2.0
EZU iShares MSCI Eurozone ETF 9.2 52 -7 5.6 -1.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 9.1 80 -35 6.6 -0.9
IMTM iShares MSCI Intl Momentum Factor ETF 9.1 30 15 4.6 -2.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 9.1 40 5 5.6 -1.9
VPL Vanguard FTSE Pacific ETF 9.0 7 38 4.9 -2.5
DAX Global X DAX Germany ETF 9.0 21 24 6.2 -1.3
IEV iShares Europe ETF 8.8 67 -22 5.9 -1.6
IXC iShares Global Energy ETF 8.7 44 1 6.7 -0.8
TPIF Timothy Plan International ETF 8.7 62 -17 5.5 -2.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 8.6 47 -2 7.0 -0.5
BBEU JPMorgan BetaBuilders Europe ETF 8.6 9 36 6.2 -1.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 8.5 80 -35 5.4 -2.1
FLEE Franklin FTSE Europe ETF 8.5 9 36 6.3 -1.2
EWG iShares MSCI Germany ETF 8.4 50 -5 6.0 -1.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8.4 39 6 6.1 -1.4
IDEV iShares Core MSCI International Developed Markets ETF 8.2 4 41 5.9 -1.6
SCHF Schwab International Equity ETF 8.2 6 39 5.8 -1.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 8.1 45 0 5.5 -2.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 8.1 46 -1 5.4 -2.1
DIM WisdomTree International MidCap Dividend Fund 8.1 58 -13 6.1 -1.3
VGK Vanguard FTSE Europe ETF 8.0 6 39 6.5 -1.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 8.0 65 -20 4.2 -3.3
IEUR iShares Core MSCI Europe ETF 8.0 11 34 6.4 -1.1
DFIC Dimensional International Core Equity 2 ETF 7.9 23 22 6.1 -1.4
DXIV Dimensional International Vector Equity ETF 7.8 34 11 6.4 -1.1
FLAU Franklin FTSE Australia ETF 7.8 9 36 5.8 -1.7
SPDW SPDR Portfolio Developed World ex-US ETF 7.7 3 42 5.7 -1.8
VEA Vanguard FTSE Developed Markets ETF 7.7 3 42 5.8 -1.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 7.5 58 -13 5.3 -2.1
IQDG WisdomTree International Quality Dividend Growth Fund 7.5 42 3 5.7 -1.8
WLDR Affinity World Leaders Equity ETF 7.4 67 -22 5.4 -2.1
FYLD Cambria Foreign Shareholder Yield ETF 7.4 59 -14 9.5 +2.0
FKU First Trust United Kingdom AlphaDEX Fund 7.3 80 -35 7.1 -0.4
HEDJ WisdomTree Europe Hedged Equity Fund 7.3 58 -13 6.1 -1.4
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 7.2 20 25 5.5 -2.0
SPEU SPDR Portfolio Europe ETF 7.2 7 38 6.5 -1.0
TTAI FCF International Quality ETF 7.1 59 -14 7.1 -0.4
MXI iShares Global Materials ETF 7.1 41 4 5.9 -1.6
DSTX Distillate International Fundamental Stability & Value ETF 7.0 55 -10 6.4 -1.1
AVDE Avantis International Equity ETF 6.9 23 22 6.1 -1.4
CGDG Capital Group Dividend Growers ETF 6.7 47 -2 5.1 -2.3
CWI SPDR MSCI ACWI ex-US ETF 6.7 30 15 6.3 -1.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 6.6 39 6 6.7 -0.8
FDD First Trust Stoxx European Select Dividend Index Fund 6.6 58 -13 9.3 +1.8
BKCI BNY Mellon Concentrated International ETF 6.5 80 -35 5.0 -2.5
AVSD Avantis Responsible International Equity ETF 6.5 23 22 5.8 -1.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 6.4 20 25 5.6 -1.9
EWA iShares MSCI Australia ETF 6.4 50 -5 5.2 -2.2
IQSI IQ Candriam International Equity ETF 6.4 15 30 5.5 -2.0
FEUZ First Trust Eurozone AlphaDEX ETF 6.3 80 -35 6.5 -1.0
ACWX iShares MSCI ACWI ex U.S. ETF 6.2 34 11 6.2 -1.3
DWX SPDR S&P International Dividend ETF 6.2 45 0 6.6 -0.8
VEU Vanguard FTSE All-World ex-US Index Fund 6.2 4 41 6.6 -0.9
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 6.2 58 -13 9.2 +1.7
IDLV Invesco S&P International Developed Low Volatility ETF 6.1 25 20 6.2 -1.2
FEP First Trust Europe AlphaDEX Fund 6.1 80 -35 6.7 -0.7
PICK iShares MSCI Global Metals & Mining Producers ETF 6.1 39 6 7.9 +0.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 6.0 18 27 6.2 -1.3
EFG iShares MSCI EAFE Growth ETF 5.9 36 9 3.8 -3.7
DMXF iShares ESG Advanced MSCI EAFE ETF 5.8 12 33 4.8 -2.7
NUDM Nuveen ESG International Developed Markets Equity ETF 5.8 31 14 5.4 -2.1
BINV Brandes International ETF 5.7 70 -25 8.4 +0.9
FGM First Trust Germany AlphaDEX Fund 5.6 80 -35 5.0 -2.4
IPAV Global X Infrastructure Development ex-U.S. ETF 5.6 55 -10 5.9 -1.6
IXUS iShares Core MSCI Total International Stock ETF 5.6 7 38 6.5 -1.0
VXUS Vanguard Total International Stock ETF 5.5 5 40 6.5 -1.0
DEW WisdomTree Global High Dividend Fund 5.5 58 -13 7.0 -0.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 5.5 41 4 5.9 -1.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.5 47 -2 5.0 -2.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 5.4 58 -13 6.4 -1.0
DFSI Dimensional International Sustainability Core 1 ETF 5.4 24 21 5.5 -1.9
EWS iShares MSCI Singapore ETF 5.4 50 -5 3.6 -3.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 5.3 12 33 5.3 -2.2
WWJD Inspire International ETF 5.3 80 -35 6.1 -1.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 5.2 14 31 5.2 -2.3
OSEA Harbor International Compounders ETF 5.1 55 -10 4.5 -3.0
PIEL Pacer International Export Leaders ETF 5.1 60 -15 4.1 -3.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 5.1 30 15 6.2 -1.2
ASEA Global X FTSE Southeast Asia ETF 5.0 65 -20 5.0 -2.4
EWI iShares MSCI Italy ETF 5.0 50 -5 10.9 +3.5
IXP iShares Global Comm Services ETF 5.0 42 3 5.8 -1.7
ACWV iShares MSCI Global Min Vol Factor ETF 4.9 20 25 5.6 -1.9
FTRI First Trust Indxx Global Natural Resources Income ETF 4.9 70 -25 6.2 -1.3
VIDI Vident International Equity Strategy ETF 4.7 61 -16 7.9 +0.4
FDFF Fidelity Disruptive Finance ETF 4.7 50 -5 5.1 -2.4
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 4.6 58 -13 5.6 -1.9
JGLO JPMorgan Global Select Equity ETF 4.5 33 12 4.3 -3.2
QWLD SPDR MSCI World StrategicFactors ETF 4.5 30 15 5.1 -2.4
EV Mast Global Battery Recycling & Production ETF 4.5 65 -20 6.4 -1.1
COPX Global X Copper Miners ETF 4.5 65 -20 4.0 -3.5
ICOP iShares Copper and Metals Mining ETF 4.5 47 -2 5.3 -2.2
BATT Amplify Lithium & Battery Technology ETF 4.5 59 -14 2.0 -5.5
OEFA ALPS O’Shares International Developed Quality Dividend ETF 4.2 48 -3 4.8 -2.7
VSGX Vanguard ESG International Stock ETF 4.2 10 35 6.4 -1.1
DGT State Street SPDR Global Dow ETF 4.2 50 -5 5.5 -1.9
IMOM Alpha Architect International Quantitative Momentum ETF 4.2 49 -4 4.5 -2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.1 25 20 5.5 -2.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.1 46 -1 5.4 -2.1
CZAR Themes Natural Monopoly ETF 4.1 35 10 5.3 -2.2
NDIV Amplify Natural Resources Dividend Income ETF 4.0 59 -14 10.9 +3.5
GLOF iShares Global Equity Factor ETF 3.9 20 25 5.5 -2.0
IDHQ Invesco S&P International Developed High Quality ETF 3.8 29 16 5.0 -2.5
COPA Themes Copper Miners ETF 3.8 35 10 2.8 -4.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.8 78 -33 9.2 +1.7
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 3.7 80 -35 7.0 -0.4
IGRO iShares International Dividend Growth ETF 3.5 15 30 6.6 -0.9
UMMA Wahed Dow Jones Islamic World ETF 3.4 65 -20 3.6 -3.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.4 65 -20 7.1 -0.4
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.4 80 -35 3.7 -3.8
CGGO Capital Group Global Growth Equity ETF 3.3 47 -2 4.1 -3.4
IXG iShares Global Financials ETF 3.2 42 3 5.8 -1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 3.2 42 3 4.0 -3.5
CCNR ALPS CoreCommodity Natural Resources ETF 3.2 39 6 7.8 +0.4
DIVY Sound Equity Dividend Income ETF 3.1 45 0 7.7 +0.2
AIA iShares Asia 50 ETF 3.1 50 -5 7.4 -0.1
KXI iShares Global Consumer Staples ETF 3.1 41 4 5.5 -2.0
GVAL Cambria Global Value ETF 3.0 68 -23 8.0 +0.5
GEW Cambria Global EW ETF 3.0 29 16 5.3 -2.2
JXI iShares Global Utilities ETF 3.0 43 2 5.5 -2.0
EWN iShares MSCI Netherlands ETF 3.0 50 -5 4.5 -3.0
RCGE RockCreek Global Equality ETF 2.9 95 -50 5.9 -1.5
DFNL Davis Select Financial ETF 2.9 63 -18 7.0 -0.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.9 56 -11 9.2 +1.7
FICS First Trust International Developed Capital Strength ETF 2.8 70 -25 6.8 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.7 9 36 4.8 -2.7
FID First Trust S&P International Dividend Aristocrats ETF 2.7 60 -15 7.5 +0.0
SCZ iShares MSCI EAFE Small-Cap ETF 2.7 40 5 6.0 -1.5
ISRA VanEck Israel ETF 2.7 59 -14 6.0 -1.5
EIS iShares MSCI Israel ETF 2.7 58 -13 6.7 -0.8
BLES Inspire Global Hope ETF 2.7 61 -16 5.7 -1.8
AGQI First Trust Active Global Quality Income ETF 2.7 85 -40 6.3 -1.2
SCJ iShares MSCI Japan Small-Cap ETF 2.6 50 -5 5.3 -2.2
RGEF Rockefeller Global Equity ETF 2.6 55 -10 3.8 -3.7
MOTO SmartETFs Smart Transportation & Technology ETF 2.6 68 -23 5.6 -1.9
CGXU Capital Group International Focus Equity ETF 2.6 54 -9 3.7 -3.8
KOCG FIS Knights of Columbus Global Belief ETF 2.6 75 -30 4.6 -2.9
URTH iShares MSCI World ETF 2.6 24 21 4.3 -3.2
GDOC Goldman Sachs Future Health Care Equity ETF 2.5 75 -30 0.9 -6.6
OAIM OneAscent International Equity ETF 2.4 95 -50 4.3 -3.2
IDNA iShares Genomics Immunology and Healthcare ETF 2.4 47 -2 -0.3 -7.8
ACWI iShares MSCI ACWI ETF 2.2 32 13 4.6 -2.9
IXJ iShares Global Healthcare ETF 2.2 42 3 6.2 -1.3
EXI iShares Global Industrials ETF 2.2 42 3 3.7 -3.8
ION ProShares S&P Global Core Battery Metals ETF 2.2 58 -13 6.4 -1.0
WDIV SPDR S&P Global Dividend ETF 2.2 40 5 8.8 +1.3
VT Vanguard Total World Stock ETF 2.1 6 39 4.9 -2.5
SLX VanEck Steel ETF 2.1 56 -11 10.0 +2.5
FLSW Franklin FTSE Switzerland ETF 2.1 9 36 6.0 -1.5
EWL iShares MSCI Switzerland ETF 2.1 50 -5 5.8 -1.7
IOO iShares Global 100 ETF 2.1 41 4 3.8 -3.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.1 49 -4 7.8 +0.3
KNO AXS Knowledge Leaders ETF 2.1 78 -33 4.0 -3.5
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 35 4.9 -2.6
CLNR IQ Cleaner Transport ETF 2.1 45 0 4.0 -3.5
BLOK Amplify Transformational Data Sharing ETF 2.1 75 -30 -0.1 -7.6
TOK iShares MSCI Kokusai ETF 2.0 26 19 4.3 -3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 2.0 9 36 4.4 -3.1
JIG JPMorgan International Growth ETF 2.0 55 -10 3.6 -3.9
EWH iShares MSCI Hong Kong ETF 2.0 50 -5 5.3 -2.2
VNQI Vanguard Global ex-U.S. Real Estate ETF 2.0 12 33 8.8 +1.4
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 1.9 95 -50 9.4 +1.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.9 60 -15 3.5 -4.0
VIGI Vanguard International Dividend Appreciation ETF 1.9 10 35 5.9 -1.5
URA Global X Uranium ETF 1.9 69 -24 1.0 -6.5
RXI iShares Global Consumer Discretionary ETF 1.8 41 4 8.7 +1.2
FRNW Fidelity Clean Energy ETF 1.8 39 6 2.1 -5.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 1.7 70 -25 6.7 -0.7
EFAS Global X MSCI SuperDividend EAFE ETF 1.7 57 -12 7.0 -0.5
SAGP Strategas Global Policy Opportunities ETF 1.6 65 -20 4.9 -2.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.6 50 -5 5.6 -1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 25 4.7 -2.8
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 30 5.5 -2.0
FLV American Century Focused Large Cap Value ETF 1.5 42 3 5.8 -1.7
FNDC Schwab Fundamental International Small Co. Index ETF 1.5 39 6 6.6 -0.9
FLAX Franklin FTSE Asia Ex Japan ETF 1.4 19 26 7.0 -0.5
MDEV First Trust Indxx Medical Devices ETF 1.4 70 -25 4.9 -2.6
GQRE FlexShares Global Quality Real Estate Index Fund 1.4 45 0 7.6 +0.1
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 1.4 10 35 8.8 +1.3
PSP Invesco Global Listed Private Equity ETF 1.3 106 -61 6.8 -0.7
PEX ProShares Global Listed Private Equity ETF 1.3 81 -36 11.3 +3.8
BITQ Bitwise Crypto Industry Innovators ETF 1.3 85 -40 -2.2 -9.6
ISCF iShares International SmallCap Equity Factor ETF 1.3 23 22 7.1 -0.3
CRTC Xtrackers US National Critical Technologies ETF 1.3 35 10 4.1 -3.4
KNCT Invesco Next Gen Connectivity ETF 1.2 40 5 2.9 -4.5
GINX SGI Enhanced Global Income ETF 1.2 98 -53 6.3 -1.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.2 75 -30 1.9 -5.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.2 42 3 4.1 -3.3
FPAG FPA Global Equity ETF 1.2 49 -4 5.6 -1.9
AQLT iShares MSCI Global Quality Factor ETF 1.2 18 27 0.0 -7.5
JDOC JPMorgan Healthcare Leaders ETF 1.2 65 -20 3.4 -4.1
PATN Pacer Nasdaq International Patent Leaders ETF 1.1 65 -20 4.0 -3.4
WRND IQ Global Equity R&D Leaders ETF 1.1 18 27 4.1 -3.4
TIIV AAM Todd International Intrinsic Value ETF 1.1 54 -9 9.4 +2.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.1 49 -4 5.9 -1.6
NXTG First Trust Indxx NextG ETF 1.1 70 -25 3.4 -4.1
DIVS SmartETFs Dividend Builder ETF 1.1 65 -20 4.4 -3.1
AKAF The Frontier Economic Fund 1.0 20 25 5.3 -2.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.0 49 -4 4.6 -2.9
DISV Dimensional International Small Cap Value ETF 1.0 42 3 7.7 +0.2
HRTS Tema Heart & Health ETF 1.0 75 -30 2.9 -4.6
WSML iShares MSCI World Small-Cap ETF 0.9 15 30 5.3 -2.2
FEOE First Eagle Overseas Equity ETF 0.9 79 -34 6.0 -1.5
SHPP Pacer Industrials and Logistics ETF 0.9 60 -15 6.7 -0.8
IFGL iShares International Developed Real Estate ETF 0.9 48 -3 7.6 +0.2
HAP VanEck Natural Resources ETF 0.9 50 -5 6.2 -1.2
ERET iShares Environmentally Aware Real Estate ETF 0.9 30 15 7.0 -0.4
ISHP First Trust Nasdaq Retail ETF 0.9 60 -15 5.5 -2.0
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -44 4.3 -3.2
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 6 7.1 -0.4
RAYJ Rayliant SMDAM Japan Equity ETF 0.8 72 -27 3.2 -4.3
AIRL Themes Airlines ETF 0.8 35 10 1.7 -5.8
JETS U.S. Global Jets ETF 0.8 60 -15 2.7 -4.8
EIPX FT Energy Income Partners Strategy ETF 0.8 95 -50 5.6 -1.9
EFRA iShares Environmental Infrastructure and Industrials ETF 0.8 47 -2 5.2 -2.3
DFIS Dimensional International Small Cap ETF 0.8 39 6 6.0 -1.5
TOLL Tema Durable Quality ETF 0.8 75 -30 3.8 -3.7
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -7 3.7 -3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 33 4.4 -3.1
HART IQ Healthy Hearts ETF 0.6 45 0 6.0 -1.5
VCLN Virtus Duff & Phelps Clean Energy ETF 0.6 59 -14 2.7 -4.8
IDX VanEck Indonesia Index ETF 0.6 57 -12 9.4 +1.9
CGV Conductor Global Equity Value ETF 0.6 130 -85 7.6 +0.1
GLBL Pacer MSCI World Industry Advantage ETF 0.6 65 -20 3.4 -4.1
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 -25 2.4 -5.1
EDEN iShares MSCI Denmark ETF 0.6 53 -8 6.1 -1.4
FEGE First Eagle Global Equity ETF 0.6 79 -34 5.9 -1.6
IQM Franklin Intelligent Machines ETF 0.6 50 -5 1.2 -6.3
GXC SPDR S & P China ETF 0.5 59 -14 19.8 +12.4
EIPI FT Energy Income Partners Enhanced Income ETF 0.5 110 -65 5.3 -2.2
OZEM Roundhill GLP-1 & Weight Loss ETF 0.5 59 -14 5.7 -1.8
OCEN IQ Clean Oceans ETF 0.5 45 0 4.6 -2.8
ICLN iShares Global Clean Energy ETF 0.5 41 4 2.1 -5.4
ICPY Tweedy, Browne International Insider Value ETF 0.5 80 -35 20.4 +13.0
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -35 14.2 +6.8
AVDS Avantis International Small Cap Equity ETF 0.5 30 15 5.9 -1.6
EVX VanEck Environmental Services ETF 0.5 55 -10 4.1 -3.3
ETEC iShares Breakthrough Environmental Solutions ETF 0.5 47 -2 3.3 -4.1
MOO VanEck Agribusiness ETF 0.5 53 -8 8.5 +1.0
MNRS Grayscale Bitcoin Miners ETF 0.4 59 -14 -2.3 -9.8
STCE Schwab Crypto Thematic ETF 0.4 30 15 2.6 -4.9
FVD First Trust Value Line Dividend Index Fund 0.4 65 -20 5.7 -1.8
AGNG Global X Aging Population ETF 0.4 50 -5 4.3 -3.2
IDRV iShares Self-driving EV & Tech ETF 0.4 47 -2 1.5 -5.9
OBOR KraneShares MSCI One Belt One Road Index ETF 0.4 79 -34 7.0 -0.5
BOAT SonicShares Global Shipping ETF 0.4 69 -24 16.9 +9.4
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.4 70 -25 4.1 -3.4
FPXI First Trust International Equity Opportunities ETF 0.4 70 -25 4.1 -3.4
EWO iShares MSCI Austria ETF 0.4 50 -5 6.9 -0.6
SUPL ProShares Supply Chain Logistics ETF 0.4 58 -13 7.7 +0.3
EDIV SPDR S&P Emerging Markets Dividend ETF 0.4 49 -4 8.9 +1.4
FDVV Fidelity High Dividend ETF 0.4 15 30 6.5 -1.0
ENOR iShares MSCI Norway ETF 0.3 53 -8 7.5 +0.1
NORW Global X MSCI Norway ETF 0.3 50 -5 7.6 +0.1
EWP iShares MSCI Spain ETF 0.3 50 -5 5.6 -1.9
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 3 6.8 -0.7
EWK iShares MSCI Belgium ETF 0.3 50 -5 3.9 -3.6
XT iShares Exponential Technologies ETF 0.3 46 -1 4.0 -3.5
AUAU Global X Gold Miners ETF 0.3 35 10 2.3 -5.1
AGMI Themes Silver Miners ETF 0.3 35 10 3.6 -3.9
GDX VanEck Gold Miners ETF 0.3 51 -6 2.6 -4.8
SILJ ETFMG Prime Junior Silver Miners ETF 0.3 69 -24 0.4 -7.1
SIL Global X Silver Miners ETF 0.3 65 -20 1.6 -5.9
SLVP iShares MSCI Global Silver Miners ETF 0.3 39 6 3.7 -3.8
ROBO ROBO Global Robotics & Automation Index ETF 0.3 95 -50 2.5 -5.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -20 1.4 -6.1
IBOT Vaneck Robotics ETF 0.3 47 -2 3.4 -4.1
YNOT Horizon Digital Frontier ETF 0.3 75 -30 2.6 -4.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.3 44 1 9.2 +1.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.3 75 -30 4.3 -3.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 -4 8.5 +1.1
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 -15 0.3 -7.2
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -35 8.7 +1.2
FLCH Franklin FTSE China ETF 0.2 19 26 19.1 +11.6
EEMO Invesco S&P Emerging Markets Momentum ETF 0.2 29 16 6.3 -1.2
JAPN Horizon Kinetics Japan Owner Operator ETF 0.2 85 -40 5.4 -2.0
HERO Global X Video Games & Esports ETF 0.2 50 -5 5.6 -1.9
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.2 60 -15 9.3 +1.8
FDNI First Trust Dow Jones International Internet ETF 0.2 65 -20 26.8 +19.4
NERD Roundhill Video Games ETF 0.2 50 -5 7.4 -0.1
BCOR Grayscale Bitcoin Adopters ETF 0.2 59 -14 1.8 -5.7
ARVR First Trust Indxx Metaverse ETF 0.2 70 -25 3.5 -3.9
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.2 86 -41 13.8 +6.3
ESPO VanEck Video Gaming and eSports ETF 0.2 56 -11 6.3 -1.2
OND ProShares On-Demand ETF 0.2 58 -13 0.6 -6.9
ODDS Pacer BlueStar Digital Entertainment ETF 0.2 60 -15 4.5 -2.9
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -15 4.4 -3.1
SOCL Global X Social Media ETF 0.2 65 -20 13.7 +6.2
BNGE First Trust S-Network Streaming and Gaming ETF 0.2 70 -25 3.0 -4.5
FMET Fidelity Metaverse ETF 0.2 39 6 4.3 -3.2
AVDV Avantis International Small Cap Value ETF 0.1 36 9 7.4 -0.1
ALRG Allspring LT Large Core ETF 0.1 28 17 3.5 -4.0
IXN iShares Global Tech ETF 0.1 41 4 2.6 -4.9
MJSC MUFG Japan Small Cap Active ETF 0.1 85 -40 4.5 -2.9
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 38 9.4 +1.9
IBUY Amplify Online Retail ETF 0.1 65 -20 2.3 -5.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 4 4.7 -2.7
CHIQ Global X MSCI China Consumer Discretionary ETF 0.1 65 -20 15.9 +8.4
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 13 15.4 +7.9
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 1 7.3 -0.2
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 9 5.7 -1.7
MCHI iShares MSCI China ETF 0.1 59 -14 21.4 +14.0
SCHE Schwab Emerging Markets Equity ETF 0.1 11 34 9.3 +1.8
FDEM Fidelity Emerging Markets Multifactor ETF 0.1 25 20 10.2 +2.8
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 4 6.8 -0.7
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 38 9.1 +1.6
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 12 6.5 -1.0
CLOU Global X Cloud Computing ETF 0.1 68 -23 2.2 -5.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 30 7.9 +0.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 12 6.6 -0.9
BKF iShares MSCI BIC ETF 0.1 69 -24 15.1 +7.7
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 28 12.6 +5.1
AVEM Avantis Emerging Markets Equity ETF 0.1 33 12 6.9 -0.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -14 8.3 +0.8
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 29 6.5 -1.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 15 7.3 -0.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 -13 3.6 -3.8
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 -4 7.4 -0.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 -4 7.3 -0.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.0 49 -4 13.0 +5.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 0 7.9 +0.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 13 7.4 -0.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 7 6.8 -0.6
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 10 6.8 -0.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 15 7.8 +0.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -21 7.3 -0.2
EEM iShares MSCI Emerging Markets ETF 0.0 69 -24 7.7 +0.2
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -24 7.6 +0.1
EMGF iShares Emerging Markets Equity Factor ETF 0.0 25 20 8.7 +1.2
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 36 8.0 +0.6

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:		 Columbia International Equity Income ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.3 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 45 bp
Equals: ALTAR Score 7.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 CATEGORY
AVERAGE		 1.58
 
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.