Columbia International Equity Income ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
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. |
Category | US Equities |
Fund Sponsor | Columbia |
Website | www.columbiathreadneedleetf.com |
Inception date | Jun 13, 2016 |
Assets (mns) | $34 |
Currency | USD |
Expense ratio | 45 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Fundamental |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 104 |
Wgt avg mkt cap (mns) | $63,701 |
Large cap (>$10bn) | 87.7% |
Mid cap ($2-10bn) | 12.3% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
SIEMENS AG-REG | 4.6 % |
TOTAL SA | 4.3 % |
MITSUBISHI UFJ FINANCIAL GRO | 4.2 % |
SHELL PLC | 4.2 % |
HITACHI LTD | 3.9 % |
SUMITOMO MITSUI FINANCIAL GR | 3.8 % |
IBERDROLA SA | 3.8 % |
MIZUHO FINANCIAL GROUP INC | 2.7 % |
TOKIO MARINE HOLDINGS INC | 2.5 % |
MITSUBISHI CORP | 2.4 % | Total | 36.5 % |
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JAPAN | 47.6 % |
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GERMANY | 10.7 % |
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SWEDEN | 9.2 % |
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BRITAIN | 6.4 % |
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SPAIN | 4.8 % |
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FRANCE | 4.6 % |
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ITALY | 2.4 % |
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NETHERLANDS | 2.3 % |
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HONG KONG | 2.3 % |
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FINLAND | 2.1 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
6.7% | 7.8% | 9.7% | -- | 7.3% |
versus... | Beta | R-squared |
S&P500 | 0.75 | 27% |
MSCI EAFE | 1.01 | 50% |
MSCI Emg. Mkts. | 0.55 | 15% |
Recent close | $32.44 |
30d moving avg. | $32.31 |
Annualized volatility | 24.8% |
Short interest (ETF) | 0.2% |
Short interest (Underlying) | 2.5% |
Relative strength (RSI) | 57 |
Avg. volume (thou.) | 4 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.45% |
ADV underlying (mns) | $31,041 |
FINDING ALTERNATIVE FUNDS
Below is a list of 368 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™: | 8.7% |
Ticker | Fund Name |
Overlap1 vs INEQ (%) |
Expense ratio (bp) |
Savings vs INEQ (bp) |
ALTAR Score™ (%) |
ALTAR vs INEQ (%) |
EWJ | iShares MSCI Japan ETF | 33.6 | 50 | -5 | 7.1 | -1.6 |
BBJP | JPMorgan BetaBuilders Japan ETF | 32.9 | 19 | 26 | 7.6 | -1.1 |
DBJP | Xtrackers MSCI Japan Hedged Equity ETF | 32.1 | 47 | -2 | 7.1 | -1.6 |
GSJY | Goldman Sachs ActiveBeta Japan Equity ETF | 31.1 | 25 | 20 | 7.4 | -1.3 |
DXJ | WisdomTree Japan Hedged Equity Fund | 29.3 | 48 | -3 | 8.4 | -0.3 |
JPXN | iShares JPX-Nikkei 400 ETF | 29.2 | 48 | -3 | 7.5 | -1.2 |
EWJV | iShares MSCI Japan Value ETF | 28.5 | 15 | 30 | 9.8 | +1.1 |
FLJP | Franklin FTSE Japan ETF | 27.8 | 9 | 36 | 7.0 | -1.7 |
FLJH | Franklin FTSE Japan Hedged ETF | 27.3 | 9 | 36 | 6.7 | -2.0 |
EFV | iShares MSCI EAFE Value ETF | 20.1 | 34 | 11 | 9.4 | +0.8 |
IVLU | iShares MSCI Intl Value Factor ETF | 19.8 | 30 | 15 | 11.1 | +2.5 |
IPAC | iShares Core MSCI Pacific ETF | 18.9 | 9 | 36 | 7.1 | -1.6 |
IDMO | Invesco S&P International Developed Momentum ETF | 18.0 | 25 | 20 | 5.7 | -3.0 |
DFIV | Dimensional International Value ETF | 17.2 | 27 | 18 | 10.4 | +1.7 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 17.2 | 14 | 31 | 6.0 | -2.7 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 17.0 | 31 | 14 | 6.6 | -2.1 |
ESGD | iShares ESG Aware MSCI EAFE ETF | 16.9 | 20 | 25 | 7.1 | -1.5 |
FENI | Fidelity Enhanced International ETF | 16.9 | 28 | 17 | 7.0 | -1.7 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 16.8 | 25 | 20 | 10.1 | +1.4 |
VPL | Vanguard FTSE Pacific ETF | 16.7 | 8 | 37 | 7.7 | -1.0 |
DOL | WisdomTree International LargeCap Dividend Fund | 16.7 | 48 | -3 | 7.5 | -1.2 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 16.7 | 45 | 0 | 9.3 | +0.6 |
CEFA | Global X S&P Catholic Values Developed ex-US ETF | 16.5 | 35 | 10 | 5.9 | -2.8 |
FJP | First Trust Japan AlphaDEX Fund | 15.8 | 80 | -35 | 10.3 | +1.6 |
EFA | iShares MSCI EAFE ETF | 15.3 | 35 | 10 | 7.0 | -1.7 |
HFXI | IQ FTSE International Equity Currency Neutral ETF | 15.2 | 20 | 25 | 7.4 | -1.3 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 15.1 | 36 | 9 | 6.9 | -1.8 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | 15.0 | 9 | 36 | 9.2 | +0.5 |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | 14.8 | 22 | 23 | 5.8 | -2.9 |
JHMD | John Hancock Multifactor Developed International ETF | 14.8 | 39 | 6 | 7.8 | -0.9 |
IGRO | iShares International Dividend Growth ETF | 14.8 | 15 | 30 | 7.3 | -1.4 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 14.7 | 20 | 25 | 7.1 | -1.6 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 14.7 | 24 | 21 | 7.4 | -1.3 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 14.6 | 30 | 15 | 7.3 | -1.4 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 14.5 | 25 | 20 | 7.5 | -1.2 |
LVHI | Franklin International Low Volatility High Dividend Index ET | 14.2 | 40 | 5 | 11.0 | +2.3 |
TPIF | Timothy Plan International ETF | 14.1 | 62 | -17 | 6.5 | -2.2 |
QINT | American Century Quality Diversified International ETF | 14.1 | 39 | 6 | 7.6 | -1.1 |
PPIE | Putnam PanAgora ESG International Equity ETF | 13.9 | 49 | -4 | 7.8 | -0.9 |
DTAN | Sparkline International Intangible Value ETF | 13.9 | 55 | -10 | 7.2 | -1.5 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 13.9 | 40 | 5 | 7.5 | -1.1 |
DWM | WisdomTree International Equity Fund | 13.9 | 48 | -3 | 7.7 | -1.0 |
CIL | VictoryShares International Volatility Wtd ETF | 13.8 | 45 | 0 | 7.0 | -1.7 |
VYMI | Vanguard International High Dividend Yield ETF | 13.7 | 22 | 23 | 10.0 | +1.3 |
ICOW | Pacer Developed Markets International Cash Cows 100 ETF | 13.7 | 65 | -20 | 12.2 | +3.5 |
STXI | Strive International Developed Markets ETF | 13.6 | 29 | 16 | 5.9 | -2.7 |
JHID | John Hancock International High Dividend ETF | 13.6 | 46 | -1 | 10.3 | +1.6 |
FEZ | SPDR EURO STOXX 50 ETF | 13.6 | 29 | 16 | 7.2 | -1.5 |
FDEV | Fidelity International Multifactor ETF | 13.6 | 18 | 27 | 7.7 | -1.0 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 13.5 | 20 | 25 | 6.7 | -2.0 |
CLNR | IQ Cleaner Transport ETF | 13.2 | 45 | 0 | 7.3 | -1.4 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 13.2 | 30 | 15 | 5.6 | -3.0 |
IPKW | Invesco International BuyBack Achievers ETF | 13.2 | 55 | -10 | 15.3 | +6.6 |
BKIE | BNY Mellon International Equity ETF | 13.2 | 4 | 41 | 7.3 | -1.4 |
IEFA | iShares Core MSCI EAFE ETF | 13.1 | 7 | 38 | 7.4 | -1.3 |
EZU | iShares MSCI Eurozone ETF | 13.0 | 52 | -7 | 6.8 | -1.9 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 12.9 | 29 | 16 | 8.2 | -0.5 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility In | 12.8 | 32 | 13 | 6.1 | -2.6 |
TEMP | JPMorgan Climate Change Solutions ETF | 12.7 | 49 | -4 | 5.9 | -2.8 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 12.7 | 20 | 25 | 6.6 | -2.1 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 12.6 | 9 | 36 | 8.2 | -0.4 |
IQSI | IQ Candriam International Equity ETF | 12.4 | 15 | 30 | 6.7 | -2.0 |
SCHF | Schwab International Equity ETF | 12.4 | 6 | 39 | 7.7 | -1.0 |
VWID | Virtus WMC International Dividend ETF | 12.3 | 49 | -4 | 8.8 | +0.1 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 12.2 | 12 | 33 | 5.8 | -2.9 |
FIVA | Fidelity International Value Factor ETF | 12.2 | 18 | 27 | 10.5 | +1.8 |
JPIN | J.P. Morgan Diversified Return International Equity ETF | 12.1 | 37 | 8 | 8.9 | +0.2 |
VIGI | Vanguard International Dividend Appreciation ETF | 12.1 | 15 | 30 | 6.2 | -2.5 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 12.0 | 25 | 20 | 7.2 | -1.4 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 11.9 | 45 | 0 | 6.6 | -2.1 |
DTH | WisdomTree International High Dividend Fund | 11.9 | 58 | -13 | 9.1 | +0.4 |
INTF | iShares International Equity Factor ETF | 11.9 | 15 | 30 | 8.1 | -0.5 |
DFAI | Dimensional International Core Equity Market ETF | 11.9 | 18 | 27 | 7.6 | -1.1 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 11.8 | 39 | 6 | 7.0 | -1.7 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 11.8 | 3 | 42 | 7.5 | -1.2 |
IDEV | iShares Core MSCI International Developed Markets ETF | 11.8 | 4 | 41 | 7.4 | -1.3 |
RODE | Hartford Multifactor Diversified International ETF | 11.5 | 29 | 16 | 9.9 | +1.2 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 11.5 | 46 | -1 | 6.8 | -1.9 |
DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 11.5 | 24 | 21 | 6.4 | -2.3 |
IQLT | iShares MSCI Intl Quality Factor ETF | 11.4 | 30 | 15 | 6.3 | -2.4 |
FILL | iShares MSCI Global Energy Producers ETF | 11.4 | 39 | 6 | 11.4 | +2.8 |
IEV | iShares Europe ETF | 11.3 | 67 | -22 | 6.9 | -1.7 |
VEA | Vanguard FTSE Developed Markets ETF | 11.3 | 5 | 40 | 7.6 | -1.1 |
IXC | iShares Global Energy ETF | 11.3 | 44 | 1 | 9.8 | +1.2 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 11.2 | 83 | -38 | 10.0 | +1.3 |
BBEU | JPMorgan BetaBuilders Europe ETF | 11.1 | 9 | 36 | 7.2 | -1.4 |
IDHQ | Invesco S&P International Developed High Quality ETF | 11.0 | 29 | 16 | 6.7 | -2.0 |
FLEE | Franklin FTSE Europe ETF | 10.9 | 9 | 36 | 7.0 | -1.7 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 10.7 | 83 | -38 | 10.0 | +1.4 |
CGIE | Capital Group International Equity ETF | 10.7 | 54 | -9 | 5.1 | -3.6 |
FLGR | Franklin FTSE Germany ETF | 10.7 | 9 | 36 | 6.8 | -1.9 |
EWG | iShares MSCI Germany ETF | 10.7 | 50 | -5 | 6.5 | -2.2 |
DIHP | Dimensional International High Profitability ETF | 10.4 | 29 | 16 | 7.4 | -1.3 |
WWJD | Inspire International ETF | 10.3 | 80 | -35 | 7.6 | -1.1 |
GNR | SPDR S&P Global Natural Resources ETF | 10.3 | 40 | 5 | 11.4 | +2.7 |
SCHY | Schwab International Dividend Equity ETF | 10.3 | 14 | 31 | 9.8 | +1.1 |
UIVM | VictoryShares International Value Momentum ETF | 10.2 | 35 | 10 | 9.5 | +0.8 |
EFG | iShares MSCI EAFE Growth ETF | 10.2 | 36 | 9 | 4.5 | -4.2 |
IEUR | iShares Core MSCI Europe ETF | 10.1 | 11 | 34 | 7.4 | -1.3 |
EXI | iShares Global Industrials ETF | 10.1 | 42 | 3 | 4.9 | -3.8 |
HEDJ | WisdomTree Europe Hedged Equity Fund | 10.0 | 58 | -13 | 6.6 | -2.1 |
CWI | SPDR MSCI ACWI ex-US ETF | 10.0 | 30 | 15 | 8.2 | -0.5 |
DWMF | WisdomTree International Multifactor Fund | 10.0 | 38 | 7 | 6.9 | -1.8 |
VGK | Vanguard FTSE Europe ETF | 9.8 | 11 | 34 | 7.5 | -1.2 |
DAX | Global X DAX Germany ETF | 9.8 | 21 | 24 | 6.8 | -1.9 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 9.7 | 34 | 11 | 8.1 | -0.5 |
DSTX | Distillate International Fundamental Stability & Value ETF | 9.6 | 55 | -10 | 8.4 | -0.3 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 9.5 | 65 | -20 | 4.0 | -4.7 |
PABD | iShares Paris-Aligned Climate MSCI World ex USA ETF | 9.5 | 12 | 33 | 6.2 | -2.5 |
MOTO | SmartETFs Smart Transportation & Technology ETF | 9.4 | 68 | -23 | 7.8 | -0.9 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 9.4 | 41 | 4 | 7.1 | -1.6 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 9.3 | 18 | 27 | 8.1 | -0.6 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 9.3 | 46 | -1 | 10.4 | +1.7 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 9.2 | 80 | -35 | 5.7 | -3.0 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 9.1 | 8 | 37 | 8.5 | -0.2 |
GCOW | Pacer Global Cash Cows Dividend ETF | 9.0 | 60 | -15 | 10.9 | +2.2 |
SPEU | SPDR Portfolio Europe ETF | 9.0 | 7 | 38 | 7.5 | -1.2 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 9.0 | 80 | -35 | 10.0 | +1.3 |
FEP | First Trust Europe AlphaDEX Fund | 9.0 | 80 | -35 | 9.3 | +0.6 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 8.9 | 39 | 6 | 8.3 | -0.3 |
DFIC | Dimensional International Core Equity 2 ETF | 8.8 | 23 | 22 | 7.9 | -0.7 |
OEUR | ALPS O'Shares Europe Quality Dividend ETF | 8.8 | 48 | -3 | 5.9 | -2.8 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 8.4 | 80 | -35 | 9.2 | +0.5 |
IXUS | iShares Core MSCI Total International Stock ETF | 8.2 | 7 | 38 | 8.3 | -0.4 |
VXUS | Vanguard Total International Stock ETF | 8.2 | 7 | 38 | 8.3 | -0.4 |
IQDF | FlexShares International Quality Dividend Index Fund | 8.2 | 47 | -2 | 9.5 | +0.8 |
DFSI | Dimensional International Sustainability Core 1 ETF | 8.2 | 24 | 21 | 6.6 | -2.1 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 7.9 | 47 | -2 | 9.0 | +0.3 |
OCEN | IQ Clean Oceans ETF | 7.8 | 45 | 0 | 5.7 | -3.0 |
IVAL | Alpha Architect International Quantitative Value ETF | 7.8 | 49 | -4 | 10.6 | +2.0 |
DIM | WisdomTree International MidCap Dividend Fund | 7.6 | 58 | -13 | 7.7 | -1.0 |
AVIV | Avantis International Large Cap Value ETF | 7.6 | 25 | 20 | 9.3 | +0.6 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 7.5 | 34 | 11 | 6.2 | -2.5 |
AVSD | Avantis Responsible International Equity ETF | 7.5 | 23 | 22 | 6.8 | -1.9 |
AVDE | Avantis International Equity ETF | 7.5 | 23 | 22 | 8.0 | -0.7 |
EWD | iShares MSCI Sweden ETF | 7.3 | 54 | -9 | 5.6 | -3.1 |
FIDI | Fidelity International High Dividend ETF | 7.2 | 18 | 27 | 9.0 | +0.3 |
IDV | iShares International Select Dividend ETF | 6.8 | 51 | -6 | 11.6 | +2.9 |
CGXU | Capital Group International Focus Equity ETF | 6.8 | 54 | -9 | 5.9 | -2.8 |
JXI | iShares Global Utilities ETF | 6.7 | 43 | 2 | 6.0 | -2.7 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 6.6 | 47 | -2 | 5.7 | -3.0 |
OSEA | Harbor International Compounders ETF | 6.6 | 55 | -10 | 4.7 | -4.0 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 6.6 | 45 | 0 | 0.0 | -8.7 |
FAN | First Trust Global Wind Energy ETF | 6.6 | 60 | -15 | 5.3 | -3.4 |
CGDG | Capital Group Dividend Growers ETF | 6.6 | 47 | -2 | 6.3 | -2.4 |
WLDR | Affinity World Leaders Equity ETF | 6.6 | 67 | -22 | 8.3 | -0.4 |
EWU | iShares MSCI United Kingdom ETF | 6.3 | 50 | -5 | 8.6 | -0.1 |
AGQI | First Trust Active Global Quality Income ETF | 6.3 | 85 | -40 | 6.6 | -2.1 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 6.3 | 25 | 20 | 6.3 | -2.4 |
BKCI | BNY Mellon Concentrated International ETF | 6.3 | 80 | -35 | 4.9 | -3.7 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 6.2 | 30 | 15 | 8.6 | -0.1 |
DWX | SPDR S&P International Dividend ETF | 6.2 | 45 | 0 | 6.6 | -2.1 |
EUFN | iShares MSCI Europe Financials ETF | 6.2 | 51 | -6 | 8.5 | -0.2 |
FLGB | Franklin FTSE United Kingdom ETF | 6.1 | 9 | 36 | 8.0 | -0.7 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 6.1 | 50 | -5 | 5.8 | -2.9 |
FYLD | Cambria Foreign Shareholder Yield ETF | 6.1 | 59 | -14 | 12.5 | +3.8 |
BLES | Inspire Global Hope ETF | 6.1 | 61 | -16 | 6.8 | -1.8 |
FGM | First Trust Germany AlphaDEX Fund | 6.0 | 80 | -35 | 9.0 | +0.4 |
VSGX | Vanguard ESG International Stock ETF | 6.0 | 12 | 33 | 8.2 | -0.5 |
EFAS | Global X MSCI SuperDividend EAFE ETF | 5.8 | 57 | -12 | 8.5 | -0.2 |
DGT | SPDR Global Dow ETF | 5.8 | 50 | -5 | 7.5 | -1.2 |
IXG | iShares Global Financials ETF | 5.7 | 42 | 3 | 7.2 | -1.4 |
WRND | IQ Global Equity R&D Leaders ETF | 5.7 | 18 | 27 | 7.9 | -0.8 |
JIG | JPMorgan International Growth ETF | 5.6 | 55 | -10 | 4.8 | -3.9 |
IDOG | ALPS International Sector Dividend Dogs ETF | 5.6 | 50 | -5 | 12.2 | +3.6 |
IBOT | Vaneck Robotics ETF | 5.6 | 47 | -2 | 4.6 | -4.1 |
BULD | Pacer BlueStar Engineering the Future ETF | 5.6 | 60 | -15 | 2.0 | -6.6 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 5.5 | 49 | -4 | 4.8 | -3.9 |
RGEF | Rockefeller Global Equity ETF | 5.4 | 55 | -10 | 5.2 | -3.5 |
AIVI | WisdomTree International AI Enhanced Value Fund | 5.4 | 58 | -13 | 7.5 | -1.2 |
BINV | Brandes International ETF | 5.3 | 70 | -25 | 9.5 | +0.9 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 5.2 | 42 | 3 | 5.4 | -3.3 |
EWQ | iShares MSCI France ETF | 5.1 | 53 | -8 | 7.0 | -1.7 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 5.0 | 75 | -30 | 7.3 | -1.4 |
PRNT | 3D Printing ETF | 4.9 | 66 | -21 | 1.5 | -7.2 |
KOCG | FIS Knights of Columbus Global Belief ETF | 4.9 | 75 | -30 | 5.4 | -3.3 |
EAFG | Pacer Developed Markets Cash Cows Growth Leaders ETF | 4.9 | 65 | -20 | 4.1 | -4.6 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 4.8 | 65 | -20 | 8.6 | -0.1 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 4.8 | 59 | -14 | 6.2 | -2.5 |
QWLD | SPDR MSCI World StrategicFactors ETF | 4.8 | 30 | 15 | 5.9 | -2.7 |
EWP | iShares MSCI Spain ETF | 4.8 | 50 | -5 | 7.8 | -0.9 |
COPY | Tweedy, Browne Insider + Value ETF | 4.7 | 80 | -35 | 12.6 | +3.9 |
DEW | WisdomTree Global High Dividend Fund | 4.6 | 58 | -13 | 7.7 | -1.0 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 4.6 | 80 | -35 | 4.9 | -3.8 |
HAP | VanEck Natural Resources ETF | 4.5 | 50 | -5 | 10.0 | +1.4 |
FBOT | Fidelity Disruptive Automation ETF | 4.4 | 50 | -5 | 4.0 | -4.7 |
GSFP | Goldman Sachs Future Planet Equity ETF | 4.4 | 75 | -30 | 4.8 | -3.9 |
URA | Global X Uranium ETF | 4.4 | 69 | -24 | 3.5 | -5.2 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 4.4 | 55 | -10 | 6.9 | -1.8 |
VIDI | Vident International Equity Strategy ETF | 4.3 | 61 | -16 | 12.0 | +3.3 |
ICLN | iShares Global Clean Energy ETF | 4.3 | 41 | 4 | 6.4 | -2.3 |
GVAL | Cambria Global Value ETF | 4.3 | 68 | -23 | 11.3 | +2.6 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 4.2 | 25 | 20 | 6.0 | -2.7 |
NXTG | First Trust Indxx NextG ETF | 4.2 | 70 | -25 | 5.8 | -2.9 |
KLMT | Invesco MSCI Global Climate 500 ETF | 4.1 | 10 | 35 | 6.1 | -2.6 |
SMOG | VanEck Low Carbon Energy ETF | 4.0 | 61 | -16 | 1.5 | -7.2 |
FKU | First Trust United Kingdom AlphaDEX Fund | 4.0 | 80 | -35 | 7.9 | -0.8 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 3.9 | 20 | 25 | 5.9 | -2.8 |
URTH | iShares MSCI World ETF | 3.9 | 24 | 21 | 5.5 | -3.2 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 3.8 | 9 | 36 | 6.1 | -2.6 |
GLOF | iShares Global Equity Factor ETF | 3.8 | 20 | 25 | 6.8 | -1.9 |
SOLR | Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund | 3.8 | 79 | -34 | 5.9 | -2.8 |
GII | SPDR S&P Global Infrastructure ETF | 3.7 | 40 | 5 | 4.9 | -3.8 |
IGF | iShares Global Infrastructure ETF | 3.7 | 41 | 4 | 4.9 | -3.8 |
UMMA | Wahed Dow Jones Islamic World ETF | 3.7 | 65 | -20 | 5.3 | -3.4 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 3.6 | 58 | -13 | 5.5 | -3.2 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 3.6 | 58 | -13 | 7.1 | -1.6 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 3.6 | 42 | 3 | 7.2 | -1.5 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 3.5 | 58 | -13 | 6.5 | -2.2 |
ACWI | iShares MSCI ACWI ETF | 3.5 | 32 | 13 | 6.0 | -2.7 |
JSTC | Adasina Social Justice All Cap Global ETF | 3.3 | 89 | -44 | 4.5 | -4.2 |
FICS | First Trust International Developed Capital Strength ETF | 3.3 | 70 | -25 | 5.7 | -3.0 |
OAIM | OneAscent International Equity ETF | 3.2 | 95 | -50 | 6.2 | -2.5 |
CZAR | Themes Natural Monopoly ETF | 3.1 | 35 | 10 | 2.8 | -5.9 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 3.1 | 49 | -4 | 4.8 | -3.9 |
VT | Vanguard Total World Stock ETF | 3.1 | 7 | 38 | 6.3 | -2.4 |
JGLO | JPMorgan Global Select Equity ETF | 3.0 | 33 | 12 | 5.1 | -3.6 |
KNO | AXS Knowledge Leaders ETF | 3.0 | 78 | -33 | 6.1 | -2.6 |
AIQ | Global X Artificial Intelligence & Technology ETF | 3.0 | 68 | -23 | 4.7 | -4.0 |
MXI | iShares Global Materials ETF | 3.0 | 41 | 4 | 8.0 | -0.6 |
FPXI | First Trust International Equity Opportunities ETF | 2.9 | 70 | -25 | 3.9 | -4.8 |
IOO | iShares Global 100 ETF | 2.8 | 41 | 4 | 5.4 | -3.3 |
KNCT | Invesco Next Gen Connectivity ETF | 2.8 | 40 | 5 | 5.1 | -3.6 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 2.8 | 12 | 33 | 7.7 | -1.0 |
KXI | iShares Global Consumer Staples ETF | 2.7 | 41 | 4 | 5.4 | -3.3 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 2.6 | 56 | -11 | 12.6 | +3.9 |
CCNR | ALPS CoreCommodity Natural Resources ETF | 2.6 | 39 | 6 | 11.0 | +2.3 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 2.6 | 58 | -13 | 12.4 | +3.7 |
IXP | iShares Global Comm Services ETF | 2.4 | 42 | 3 | 6.7 | -2.0 |
EWI | iShares MSCI Italy ETF | 2.4 | 50 | -5 | 10.0 | +1.3 |
DINT | Davis Select International ETF | 2.3 | 55 | -10 | 8.3 | -0.4 |
RXI | iShares Global Consumer Discretionary ETF | 2.3 | 41 | 4 | 9.2 | +0.5 |
IQRA | IQ CBRE Real Assets ETF | 2.3 | 65 | -20 | 2.7 | -6.0 |
BBAX | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF | 2.3 | 19 | 26 | 6.3 | -2.4 |
FLHK | Franklin FTSE Hong Kong ETF | 2.3 | 9 | 36 | 6.8 | -1.8 |
EPP | iShares MSCI Pacific ex-Japan ETF | 2.3 | 47 | -2 | 5.7 | -3.0 |
EWH | iShares MSCI Hong Kong ETF | 2.3 | 50 | -5 | 6.1 | -2.6 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 2.3 | 70 | -25 | 6.0 | -2.7 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 2.2 | 20 | 25 | 6.0 | -2.7 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 2.2 | 9 | 36 | 5.5 | -3.2 |
EFNL | iShares MSCI Finland ETF | 2.1 | 56 | -11 | 7.4 | -1.3 |
TOK | iShares MSCI Kokusai ETF | 2.1 | 26 | 19 | 5.2 | -3.5 |
IDAT | iShares Future Cloud 5G and Tech ETF | 2.1 | 47 | -2 | 4.8 | -3.9 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 2.1 | 10 | 35 | 7.5 | -1.2 |
ERET | iShares Environmentally Aware Real Estate ETF | 2.1 | 30 | 15 | 3.1 | -5.6 |
IFGL | iShares International Developed Real Estate ETF | 2.1 | 48 | -3 | 6.3 | -2.4 |
CGGO | Capital Group Global Growth Equity ETF | 2.0 | 47 | -2 | 5.0 | -3.7 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 2.0 | 42 | 3 | 6.8 | -1.9 |
VOLT | Tema Electrification ETF | 2.0 | 75 | -30 | 3.3 | -5.4 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 2.0 | 68 | -23 | 2.7 | -6.0 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 1.9 | 49 | -4 | 6.0 | -2.7 |
EWN | iShares MSCI Netherlands ETF | 1.8 | 50 | -5 | 5.9 | -2.8 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 1.8 | 65 | -20 | 3.5 | -5.2 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.8 | 12 | 33 | 5.1 | -3.5 |
AIA | iShares Asia 50 ETF | 1.8 | 50 | -5 | 14.7 | +6.0 |
TTAI | FCF International Quality ETF | 1.7 | 59 | -14 | 6.9 | -1.8 |
LUX | Tema Luxury ETF | 1.7 | 75 | -30 | 2.6 | -6.1 |
IXJ | iShares Global Healthcare ETF | 1.7 | 42 | 3 | 6.6 | -2.1 |
CANC | Tema Oncology ETF | 1.6 | 75 | -30 | -2.0 | -10.7 |
NORW | Global X MSCI Norway ETF | 1.6 | 50 | -5 | 10.2 | +1.5 |
ENOR | iShares MSCI Norway ETF | 1.6 | 53 | -8 | 10.2 | +1.5 |
EDEN | iShares MSCI Denmark ETF | 1.5 | 53 | -8 | 6.9 | -1.8 |
ROBO | ROBO Global Robotics & Automation Index ETF | 1.5 | 95 | -50 | 4.0 | -4.7 |
TRFK | Pacer Data and Digital Revolution ETF | 1.4 | 60 | -15 | 3.9 | -4.8 |
QTUM | Defiance Quantum ETF | 1.4 | 40 | 5 | 7.7 | -1.0 |
DIVS | SmartETFs Dividend Builder ETF | 1.3 | 65 | -20 | 4.9 | -3.7 |
GINN | Goldman Sachs Innovate Equity ETF | 1.2 | 52 | -7 | 4.4 | -4.3 |
XT | iShares Exponential Technologies ETF | 1.2 | 46 | -1 | 5.5 | -3.2 |
EWO | iShares MSCI Austria ETF | 1.1 | 50 | -5 | 11.9 | +3.2 |
GLBL | Pacer MSCI World Industry Advantage ETF | 1.1 | 65 | -20 | 5.0 | -3.7 |
DFIS | Dimensional International Small Cap ETF | 1.1 | 39 | 6 | 7.9 | -0.8 |
ION | ProShares S&P Global Core Battery Metals ETF | 1.1 | 58 | -13 | 11.2 | +2.5 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 1.1 | 39 | 6 | 6.3 | -2.4 |
KEMQ | KraneShares Emerging Markets Consumer Technology Index ETF | 1.1 | 60 | -15 | 13.3 | +4.6 |
RWO | SPDR Dow Jones Global Real Estate ETF | 1.1 | 50 | -5 | 2.9 | -5.8 |
RWX | SPDR Dow Jones International Real Estate ETF | 1.1 | 59 | -14 | 5.9 | -2.8 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 1.1 | 46 | -1 | 4.9 | -3.8 |
TINT | ProShares Smart Materials ETF | 1.1 | 58 | -13 | 3.1 | -5.6 |
THNR | Amplify Weight Loss Drug & Treatment ETF | 1.1 | 59 | -14 | 5.8 | -2.9 |
CGV | Conductor Global Equity Value ETF | 1.0 | 130 | -85 | 9.2 | +0.5 |
NETZ | TCW Transform Systems ETF | 1.0 | 75 | -30 | 3.4 | -5.3 |
IPAV | Global X Infrastructure Development ex-U.S. ETF | 1.0 | 55 | -10 | 4.5 | -4.2 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.0 | 15 | 30 | 7.6 | -1.1 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 0.9 | 68 | -23 | 6.8 | -1.9 |
CUT | Invesco MSCI Global Timber ETF | 0.9 | 61 | -16 | 9.1 | +0.5 |
WOOD | iShares Global Timber & Forestry ETF | 0.9 | 42 | 3 | 9.5 | +0.8 |
PBD | Invesco Global Clean Energy ETF | 0.9 | 75 | -30 | 0.4 | -8.3 |
MCH | Matthews China Active ETF | 0.8 | 79 | -34 | 15.3 | +6.6 |
IBAT | iShares Energy Storage & Materials ETF | 0.8 | 47 | -2 | 5.3 | -3.4 |
FLSW | Franklin FTSE Switzerland ETF | 0.8 | 9 | 36 | 6.2 | -2.5 |
EV | Mast Global Battery Recycling & Production ETF | 0.8 | 65 | -20 | 11.6 | +2.9 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 0.8 | 70 | -25 | 9.8 | +1.2 |
MDEV | First Trust Indxx Medical Devices ETF | 0.8 | 70 | -25 | 1.2 | -7.5 |
FDVV | Fidelity High Dividend ETF | 0.7 | 15 | 30 | 7.5 | -1.2 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 0.7 | 95 | -50 | 13.1 | +4.4 |
ISRA | VanEck Israel ETF | 0.7 | 59 | -14 | 7.8 | -0.9 |
EIS | iShares MSCI Israel ETF | 0.7 | 58 | -13 | 8.6 | -0.1 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 0.7 | 19 | 26 | 10.8 | +2.2 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 0.7 | 80 | -35 | 4.7 | -4.0 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.7 | 60 | -15 | 9.1 | +0.4 |
WDIV | SPDR S&P Global Dividend ETF | 0.7 | 40 | 5 | 9.6 | +1.0 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.7 | 49 | -4 | 7.3 | -1.3 |
JETS | U.S. Global Jets ETF | 0.7 | 60 | -15 | 4.2 | -4.5 |
TOLL | Tema Monopolies and Oligopolies ETF | 0.7 | 75 | -30 | 3.8 | -4.9 |
KARS | KraneShares Electric Vehicles & Future Mobility Index ETF | 0.6 | 72 | -27 | -1.2 | -9.8 |
SAGP | Strategas Global Policy Opportunities ETF | 0.6 | 65 | -20 | 5.3 | -3.4 |
CZA | Invesco Zacks Mid-Cap ETF | 0.6 | 72 | -27 | 5.9 | -2.8 |
PID | Invesco International Dividend Achievers ETF | 0.6 | 53 | -8 | 5.8 | -2.9 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 0.6 | 20 | 25 | 4.5 | -4.2 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 0.6 | 15 | 30 | 5.7 | -3.0 |
LCLG | Logan Capital Broad Innovative Growth ETF | 0.6 | 99 | -54 | 4.6 | -4.1 |
PRAY | FIS Christian Stock Fund | 0.6 | 69 | -24 | 5.5 | -3.2 |
CRAK | VanEck Oil Refiners ETF | 0.6 | 61 | -16 | 15.4 | +6.7 |
EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | 0.6 | 58 | -13 | 9.0 | +0.3 |
DTEC | ALPS Disruptive Technologies ETF | 0.6 | 50 | -5 | 4.0 | -4.6 |
IGPT | Invesco AI and Next Gen Software ETF | 0.5 | 60 | -15 | 4.9 | -3.8 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 0.5 | 75 | -30 | 8.4 | -0.2 |
ISCF | iShares International SmallCap Equity Factor ETF | 0.5 | 23 | 22 | 8.6 | -0.1 |
HDRO | Defiance Next Gen H2 ETF | 0.5 | 30 | 15 | -10.1 | -18.7 |
BCDF | Horizon Kinetics Blockchain Development ETF | 0.5 | 85 | -40 | 4.5 | -4.2 |
IXN | iShares Global Tech ETF | 0.5 | 41 | 4 | 4.5 | -4.2 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.5 | 33 | 12 | 10.6 | +1.9 |
OZEM | Roundhill GLP-1 & Weight Loss ETF | 0.5 | 59 | -14 | 1.1 | -7.6 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 0.4 | 45 | 0 | 4.1 | -4.6 |
TDIV | First Trust NASDAQ Technology Dividend Index Fund | 0.4 | 50 | -5 | 6.5 | -2.2 |
WCBR | WisdomTree Cybersecurity Fund | 0.4 | 45 | 0 | 1.9 | -6.8 |
XDAT | Franklin Exponential Data ETF | 0.4 | 50 | -5 | 2.1 | -6.6 |
CIBR | First Trust NASDAQ Cybersecurity ETF | 0.4 | 60 | -15 | 4.2 | -4.5 |
BUG | Global X Cybersecurity ETF | 0.4 | 51 | -6 | 2.8 | -5.9 |
IHAK | iShares Cybersecurity & Tech ETF | 0.4 | 47 | -2 | 3.8 | -4.9 |
HACK | ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund | 0.4 | 60 | -15 | 3.0 | -5.7 |
SPAM | Themes Cybersecurity ETF | 0.4 | 35 | 10 | 1.7 | -7.0 |
CLOD | Themes Cloud Computing ETF | 0.4 | 35 | 10 | 2.1 | -6.6 |
IDRV | iShares Self-driving EV & Tech ETF | 0.3 | 47 | -2 | 2.5 | -6.2 |
ISHP | First Trust Nasdaq Retail ETF | 0.3 | 60 | -15 | 5.5 | -3.2 |
SUPL | ProShares Supply Chain Logistics ETF | 0.3 | 58 | -13 | 5.4 | -3.3 |
BOAT | SonicShares Global Shipping ETF | 0.3 | 69 | -24 | 31.6 | +22.9 |
SHPP | Pacer Industrials and Logistics ETF | 0.3 | 60 | -15 | 5.1 | -3.6 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 0.3 | 70 | -25 | 4.5 | -4.2 |
BMED | Future Health ETF | 0.3 | 85 | -40 | 2.4 | -6.2 |
NLR | VanEck Uranium+Nuclear Energy ETF | 0.3 | 61 | -16 | 3.4 | -5.3 |
URAN | Themes Uranium & Nuclear ETF | 0.3 | 35 | 10 | 2.7 | -6.0 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.3 | 45 | 0 | 7.0 | -1.6 |
FTRI | First Trust Indxx Global Natural Resources Income ETF | 0.3 | 70 | -25 | 8.6 | -0.1 |
DISV | Dimensional International Small Cap Value ETF | 0.2 | 42 | 3 | 9.7 | +1.0 |
FTAG | First Trust Indxx Global Agriculture ETF | 0.2 | 70 | -25 | 8.1 | -0.6 |
FRNW | Fidelity Clean Energy ETF | 0.2 | 39 | 6 | 4.2 | -4.5 |
RNRG | Global X Renewable Energy Producers ETF | 0.2 | 66 | -21 | 6.1 | -2.6 |
IWTR | iShares MSCI Water Management Multisector ETF | 0.2 | 47 | -2 | 6.5 | -2.2 |
CRIT | Optica Rare Earths & Critical Materials ETF Optica Rare Eart | 0.2 | 85 | -40 | 8.0 | -0.7 |
GMET | VanEck Green Metals ETF | 0.2 | 63 | -18 | 10.8 | +2.1 |
COPX | Global X Copper Miners ETF | 0.2 | 65 | -20 | 8.9 | +0.2 |
DMAT | Global X Disruptive Materials ETF | 0.2 | 59 | -14 | 9.2 | +0.5 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.2 | 39 | 6 | 14.1 | +5.4 |
BATT | Amplify Lithium & Battery Technology ETF | 0.2 | 59 | -14 | 3.8 | -4.9 |
LIMI | Themes Lithium & Battery Metal Miners ETF | 0.2 | 35 | 10 | 0.0 | -8.7 |
MOO | VanEck Agribusiness ETF | 0.2 | 53 | -8 | 10.8 | +2.2 |
VEGI | iShares MSCI Agriculture Producers ETF | 0.2 | 39 | 6 | 8.8 | +0.1 |
BPAY | BlackRock Future Financial and Technology ETF | 0.2 | 70 | -25 | 7.5 | -1.2 |
FSZ | First Trust Switzerland AlphaDEX Fund | 0.2 | 80 | -35 | 5.0 | -3.7 |
FINX | Global X FinTech ETF | 0.2 | 68 | -23 | 2.6 | -6.0 |
EWL | iShares MSCI Switzerland ETF | 0.2 | 50 | -5 | 5.9 | -2.8 |
INDS | Pacer Industrial Real Estate ETF | 0.2 | 55 | -10 | 3.9 | -4.7 |
APIE | ActivePassive International Equity ETF | 0.2 | 45 | 0 | 7.7 | -1.0 |
IDNA | iShares Genomics Immunology and Healthcare ETF | 0.2 | 47 | -2 | -2.1 | -10.8 |
AGNG | Global X Aging Population ETF | 0.1 | 50 | -5 | 4.2 | -4.5 |
CRTC | Xtrackers US National Critical Technologies ETF | 0.1 | 35 | 10 | 5.3 | -3.4 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.1 | 21 | 24 | 4.3 | -4.4 |
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 ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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