Invesco International BuyBack Achievers ETF
ALTAR
Score™		 15.3% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 7.2x P/Sales
ratio		 0.8x
P/BV
ratio		 1.1x Div.
yield		 3.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Invesco International BuyBack Achievers Portfolio is an exchange-traded fund incorporated in the USA. The Fund is based on the NASDAQ International BuyBack AchieversTM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index.

FUND BASICS
Category International Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Feb 24, 2014
Assets (mns) $194
Currency USD
Expense ratio 55 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Grantor Trust
Custodian Bank of New York Mellon/The
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 122
Wgt avg mkt cap (mns) $108,987
Large cap (>$10bn) 84.6%
Mid cap ($2-10bn) 12.1%
Small cap (<$2bn) 3.3%
Developed mkts 94.8%
Emerging mkts 5.2%

TOP TEN HOLDINGS
ALIBABA GROUP HOLDING LTD. 7.2 %
UNICREDIT S.P.A. 6.3 %
PROSUS N.V. CLASS N 5.2 %
HSBC HOLDINGS PLC 5.0 %
TOTAL SA 5.0 %
BP PLC 4.9 %
SHELL PLC 4.8 %
SAP AG 4.7 %
BAE SYSTEMS PLC 3.3 %
ING GROEP NV 2.8 %
Total 49.3 %

TOP COUNTRY EXPOSURE
BRITAIN 29.3 %
JAPAN 11.7 %
CHINA 11.0 %
NETHERLANDS 8.6 %
GERMANY 7.3 %
ITALY 6.4 %
FRANCE 5.1 %
CANADA 4.8 %
NORWAY 2.3 %
SOUTH KOREA 1.9 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
13.6% 22.7% 12.9% 8.6% 8.4%

Market Correlations
versus... Beta R-squared
S&P500 0.75 55%
MSCI EAFE 0.94 89%
MSCI Emg. Mkts. 0.77 60%

Technical Indicators
Recent close $45.76
30d moving avg. $45.88
Annualized volatility 17.3%
Short interest (ETF) 4.5%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 101
Turnover 2.4%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $3,321

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 451 potential alternatives to the Invesco International BuyBack Achievers ETF ETF based on the alternatives' overlap in portfolio holdings with IPKW. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IPKW Expense: 55 bp ALTAR Score™: 15.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IPKW
Ticker Fund
Name		 Overlap1
vs IPKW
(%)		 Expense
ratio
(bp)		 Savings
vs IPKW
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IPKW
(%)
EWU iShares MSCI United Kingdom ETF 22.0 50 5 8.6 -6.8
FILL iShares MSCI Global Energy Producers ETF 16.6 39 16 11.4 -3.9
FLGB Franklin FTSE United Kingdom ETF 15.5 9 46 8.0 -7.3
IXC iShares Global Energy ETF 15.3 44 11 9.8 -5.5
FDNI First Trust Dow Jones International Internet ETF 14.9 65 -10 19.5 +4.1
FKU First Trust United Kingdom AlphaDEX Fund 14.7 80 -25 7.9 -7.4
FEZ SPDR EURO STOXX 50 ETF 14.7 29 26 7.2 -8.2
RFDI First Trust Riverfront Dynamic Developed International ETF 14.4 83 -28 10.0 -5.3
EUFN iShares MSCI Europe Financials ETF 14.3 51 4 8.5 -6.8
FYLD Cambria Foreign Shareholder Yield ETF 13.9 59 -4 12.5 -2.9
IVLU iShares MSCI Intl Value Factor ETF 13.2 30 25 11.1 -4.2
FDD First Trust Stoxx European Select Dividend Index Fund 13.2 58 -3 12.4 -2.9
INEQ Columbia International Equity Income ETF 13.2 45 10 8.7 -6.6
IEV iShares Europe ETF 13.0 67 -12 6.9 -8.4
EFV iShares MSCI EAFE Value ETF 13.0 34 21 9.4 -5.9
CGIE Capital Group International Equity ETF 12.6 54 1 5.1 -10.2
IDV iShares International Select Dividend ETF 12.3 51 4 11.6 -3.7
EZU iShares MSCI Eurozone ETF 11.7 52 3 6.8 -8.5
IEUR iShares Core MSCI Europe ETF 11.7 11 44 7.4 -7.9
GNR SPDR S&P Global Natural Resources ETF 11.6 40 15 11.4 -3.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 11.6 45 10 9.3 -6.0
VGK Vanguard FTSE Europe ETF 11.5 11 44 7.5 -7.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 11.3 58 -3 7.1 -8.3
IQDG WisdomTree International Quality Dividend Growth Fund 11.3 42 13 7.2 -8.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 11.2 45 10 6.6 -8.7
FXI iShares China Large-Cap ETF 11.2 74 -19 18.1 +2.8
FEP First Trust Europe AlphaDEX Fund 11.1 80 -25 9.3 -6.0
RFEU First Trust Riverfront Dynamic Europe ETF 11.1 83 -28 10.0 -5.3
IDMO Invesco S&P International Developed Momentum ETF 10.7 25 30 5.7 -9.6
BBEU JPMorgan BetaBuilders Europe ETF 10.7 9 46 7.2 -8.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 10.7 46 9 6.8 -8.6
FNDF Schwab Fundamental International Large Co. Index ETF 10.7 25 30 10.1 -5.2
DTH WisdomTree International High Dividend Fund 10.6 58 -3 9.1 -6.3
SPEU SPDR Portfolio Europe ETF 10.5 7 48 7.5 -7.9
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 10.1 86 -31 13.7 -1.6
IMTM iShares MSCI Intl Momentum Factor ETF 10.0 30 25 5.6 -9.7
KTEC KraneShares Hang Seng TECH Index ETF 9.9 69 -14 19.6 +4.3
KWEB KraneShares CSI China Internet ETF 9.9 69 -14 25.8 +10.5
MCH Matthews China Active ETF 9.9 79 -24 15.3 0.0
CHIQ Global X MSCI China Consumer Discretionary ETF 9.9 65 -10 13.7 -1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 9.9 35 20 5.9 -9.5
FLEE Franklin FTSE Europe ETF 9.9 9 46 7.0 -8.3
MCHI iShares MSCI China ETF 9.8 59 -4 17.8 +2.5
FIVA Fidelity International Value Factor ETF 9.8 18 37 10.5 -4.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 9.8 46 9 10.4 -4.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 9.7 80 -25 10.0 -5.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 9.7 25 30 7.2 -8.1
FLCH Franklin FTSE China ETF 9.7 19 36 17.2 +1.9
GXC SPDR S&P China ETF 9.7 59 -4 16.7 +1.4
CXSE WisdomTree China ex-State-Owned Enterprises Fund 9.5 32 23 17.8 +2.4
ESGD iShares ESG Aware MSCI EAFE ETF 9.4 20 35 7.1 -8.2
STXI Strive International Developed Markets ETF 9.4 29 26 5.9 -9.4
KALL KraneShares MSCI All China Index ETF 9.3 49 6 15.3 -0.1
JPIN J.P. Morgan Diversified Return International Equity ETF 9.2 37 18 8.9 -6.4
PXH Invesco FTSE RAFI Emerging Markets ETF 9.1 49 6 16.7 +1.3
EFA iShares MSCI EAFE ETF 9.0 35 20 7.0 -8.3
RXI iShares Global Consumer Discretionary ETF 9.0 41 14 9.2 -6.1
DTAN Sparkline International Intangible Value ETF 8.9 55 0 7.2 -8.1
UIVM VictoryShares International Value Momentum ETF 8.9 35 20 9.5 -5.9
DFIV Dimensional International Value ETF 8.9 27 28 10.4 -5.0
EWN iShares MSCI Netherlands ETF 8.8 50 5 5.9 -9.5
FDEV Fidelity International Multifactor ETF 8.8 18 37 7.7 -7.6
FENI Fidelity Enhanced International ETF 8.8 28 27 7.0 -8.3
DOL WisdomTree International LargeCap Dividend Fund 8.8 48 7 7.5 -7.8
INTF iShares International Equity Factor ETF 8.8 15 40 8.1 -7.2
LVHI Franklin International Low Volatility High Dividend Index ET 8.8 40 15 11.0 -4.3
AIA iShares Asia 50 ETF 8.6 50 5 14.7 -0.6
EUDG WisdomTree Europe Quality Dividend Growth Fund 8.6 58 -3 6.5 -8.8
JHMD John Hancock Multifactor Developed International ETF 8.5 39 16 7.8 -7.5
BKCI BNY Mellon Concentrated International ETF 8.4 80 -25 4.9 -10.4
VYMI Vanguard International High Dividend Yield ETF 8.4 22 33 10.0 -5.3
OEUR ALPS O'Shares Europe Quality Dividend ETF 8.2 48 7 5.9 -9.4
EFAS Global X MSCI SuperDividend EAFE ETF 8.2 57 -2 8.5 -6.8
IEFA iShares Core MSCI EAFE ETF 8.2 7 48 7.4 -8.0
DFAI Dimensional International Core Equity Market ETF 7.9 18 37 7.6 -7.8
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 7.9 20 35 11.3 -4.0
JIRE JPMorgan International Research Enhanced Equity ETF 7.9 24 31 7.4 -7.9
BKF iShares MSCI BIC ETF 7.9 69 -14 13.0 -2.3
HFXI IQ FTSE International Equity Currency Neutral ETF 7.8 20 35 7.4 -7.9
CGXU Capital Group International Focus Equity ETF 7.8 54 1 5.9 -9.5
JHID John Hancock International High Dividend ETF 7.7 46 9 10.3 -5.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 7.7 30 25 7.3 -8.1
IMFL Invesco International Developed Dynamic Multifactor ETF 7.7 34 21 6.2 -9.1
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 7.7 60 -5 13.3 -2.1
IDEV iShares Core MSCI International Developed Markets ETF 7.7 4 51 7.4 -8.0
CLOD Themes Cloud Computing ETF 7.6 35 20 2.1 -13.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 7.6 36 19 6.9 -8.4
SCHF Schwab International Equity ETF 7.6 6 49 7.7 -7.6
SPDW SPDR Portfolio Developed World ex-US ETF 7.6 3 52 7.5 -7.8
CGDG Capital Group Dividend Growers ETF 7.6 47 8 6.3 -9.0
GSID Goldman Sachs MarketBeta International Equity ETF 7.6 20 35 7.1 -8.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 7.6 40 15 7.5 -7.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 7.6 20 35 6.7 -8.6
CWI SPDR MSCI ACWI ex-US ETF 7.5 30 25 8.2 -7.1
MOTI VanEck Morningstar International Moat ETF 7.5 58 -3 12.8 -2.5
IVAL Alpha Architect International Quantitative Value ETF 7.5 49 6 10.6 -4.7
EVLU iShares MSCI Emerging Markets Value Factor ETF 7.4 35 20 21.6 +6.2
DWM WisdomTree International Equity Fund 7.4 48 7 7.7 -7.6
EFAV iShares MSCI EAFE Min Vol Factor ETF 7.4 22 33 5.8 -9.5
VEA Vanguard FTSE Developed Markets ETF 7.3 5 50 7.6 -7.8
FLGR Franklin FTSE Germany ETF 7.3 9 46 6.8 -8.5
EWG iShares MSCI Germany ETF 7.3 50 5 6.5 -8.8
DIVI Franklin International Core Dividend Tilt Index ETF 7.3 9 46 8.2 -7.1
DAX Global X DAX Germany ETF 7.3 21 34 6.8 -8.6
JCHI JPMorgan Active China ETF 7.2 65 -10 16.8 +1.5
ACWX iShares MSCI ACWI ex U.S. ETF 7.2 34 21 8.1 -7.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 7.2 29 26 8.2 -7.1
FEUZ First Trust Eurozone AlphaDEX ETF 7.2 80 -25 9.2 -6.1
TCHI iShares MSCI China Multisector Tech ETF 7.2 59 -4 22.4 +7.0
EWI iShares MSCI Italy ETF 7.1 50 5 10.0 -5.3
SHPP Pacer Industrials and Logistics ETF 7.1 60 -5 5.1 -10.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 7.0 39 16 8.3 -7.0
DSTX Distillate International Fundamental Stability & Value ETF 7.0 55 0 8.4 -6.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 7.0 25 30 7.5 -7.8
BKIE BNY Mellon International Equity ETF 6.8 4 51 7.3 -8.0
VEU Vanguard FTSE All-World ex-US Index Fund 6.8 8 47 8.5 -6.9
LDEM iShares ESG MSCI EM Leaders ETF 6.8 17 38 12.9 -2.5
VIGI Vanguard International Dividend Appreciation ETF 6.7 15 40 6.2 -9.1
IXUS iShares Core MSCI Total International Stock ETF 6.6 7 48 8.3 -7.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 6.6 20 35 6.6 -8.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 6.6 9 46 9.2 -6.2
VXUS Vanguard Total International Stock ETF 6.5 7 48 8.3 -7.0
DMXF iShares ESG Advanced MSCI EAFE ETF 6.3 12 43 5.8 -9.6
QINT American Century Quality Diversified International ETF 6.2 39 16 7.6 -7.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 6.2 18 37 8.1 -7.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 6.1 41 14 7.1 -8.2
ECON Columbia Emerging Markets Consumer ETF 6.1 49 6 12.9 -2.4
IMOM Alpha Architect International Quantitative Momentum ETF 6.0 49 6 4.8 -10.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 6.0 39 16 7.0 -8.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 5.9 32 23 6.1 -9.2
EEMA iShares MSCI Emerging Markets Asia ETF 5.8 49 6 10.7 -4.6
GCOW Pacer Global Cash Cows Dividend ETF 5.8 60 -5 10.9 -4.4
AGQI First Trust Active Global Quality Income ETF 5.7 85 -30 6.6 -8.7
FJP First Trust Japan AlphaDEX Fund 5.7 80 -25 10.3 -5.0
SCHY Schwab International Dividend Equity ETF 5.5 14 41 9.8 -5.5
VWID Virtus WMC International Dividend ETF 5.5 49 6 8.8 -6.5
DGT SPDR Global Dow ETF 5.5 50 5 7.5 -7.9
MOTG VanEck Morningstar Global Wide Moat ETF 5.4 52 3 6.7 -8.6
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 5.4 39 16 16.9 +1.6
FGM First Trust Germany AlphaDEX Fund 5.4 80 -25 9.0 -6.3
CIL VictoryShares International Volatility Wtd ETF 5.3 45 10 7.0 -8.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 5.3 70 -15 9.8 -5.5
ICOW Pacer Developed Markets International Cash Cows 100 ETF 5.3 65 -10 12.2 -3.2
MINV Matthews Asia Innovators Active ETF 5.3 79 -24 7.7 -7.6
DINT Davis Select International ETF 5.2 55 0 8.3 -7.0
VSGX Vanguard ESG International Stock ETF 5.2 12 43 8.2 -7.2
DWLD Davis Select Worldwide ETF 5.1 63 -8 7.8 -7.5
FLAX Franklin FTSE Asia Ex Japan ETF 5.1 19 36 10.8 -4.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 5.0 80 -25 4.9 -10.4
IQLT iShares MSCI Intl Quality Factor ETF 5.0 30 25 6.3 -9.0
EWQ iShares MSCI France ETF 5.0 53 2 7.0 -8.3
AIVI WisdomTree International AI Enhanced Value Fund 5.0 58 -3 7.5 -7.8
EFG iShares MSCI EAFE Growth ETF 4.9 36 19 4.5 -10.8
IDOG ALPS International Sector Dividend Dogs ETF 4.8 50 5 12.2 -3.1
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 4.8 65 -10 4.1 -11.2
DFIC Dimensional International Core Equity 2 ETF 4.8 23 32 7.9 -7.4
DFEV Dimensional Emerging Markets Value ETF 4.8 43 12 14.5 -0.9
RODE Hartford Multifactor Diversified International ETF 4.8 29 26 9.9 -5.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.7 12 43 6.2 -9.2
SCHE Schwab Emerging Markets Equity ETF 4.7 11 44 11.6 -3.8
OSEA Harbor International Compounders ETF 4.7 55 0 4.7 -10.6
PCGG Polen Capital Global Growth ETF 4.7 85 -30 3.8 -11.5
DIHP Dimensional International High Profitability ETF 4.7 29 26 7.4 -7.9
FDEM Fidelity Emerging Markets Multifactor ETF 4.7 25 30 13.5 -1.8
JHEM John Hancock Multifactor Emerging Markets ETF 4.7 49 6 10.5 -4.8
GMF SPDR S&P Emerging Asia Pacific ETF 4.7 49 6 10.0 -5.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 4.7 15 40 10.8 -4.6
EWJV iShares MSCI Japan Value ETF 4.6 15 40 9.8 -5.6
EUDV ProShares MSCI Europe Dividend Growers ETF 4.6 55 0 6.9 -8.5
IQDF FlexShares International Quality Dividend Index Fund 4.6 47 8 9.5 -5.8
MEM Matthews Emerging Markets Equity Active ETF 4.6 79 -24 8.5 -6.8
BKEM BNY Mellon Emerging Markets Equity ETF 4.6 11 44 11.8 -3.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 4.6 36 19 11.2 -4.1
FIDI Fidelity International High Dividend ETF 4.6 18 37 9.0 -6.3
IDHQ Invesco S&P International Developed High Quality ETF 4.6 29 26 6.7 -8.7
EEM iShares MSCI Emerging Markets ETF 4.6 69 -14 10.7 -4.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 4.6 30 25 10.6 -4.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 4.6 24 31 6.4 -8.9
HEDJ WisdomTree Europe Hedged Equity Fund 4.5 58 -3 6.6 -8.8
SHLD Global X Defense Tech ETF 4.5 50 5 3.8 -11.5
PATN Pacer Nasdaq International Patent Leaders ETF 4.5 65 -10 4.0 -11.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 4.4 30 25 8.6 -6.7
IGRO iShares International Dividend Growth ETF 4.4 15 40 7.3 -8.0
FICS First Trust International Developed Capital Strength ETF 4.4 70 -15 5.7 -9.6
CHAT Roundhill Generative AI & Technology ETF 4.4 75 -20 14.8 -0.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 4.4 66 -11 10.2 -5.2
EMC Global X Emerging Markets Great Consumer ETF 4.3 75 -20 8.5 -6.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 4.3 45 10 11.0 -4.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 4.2 59 -4 13.7 -1.7
VWO Vanguard FTSE Emerging Markets ETF 4.2 8 47 10.9 -4.4
DEW WisdomTree Global High Dividend Fund 4.2 58 -3 7.7 -7.6
TPIF Timothy Plan International ETF 4.2 62 -7 6.5 -8.8
DWMF WisdomTree International Multifactor Fund 4.2 38 17 6.9 -8.4
IXG iShares Global Financials ETF 4.2 42 13 7.2 -8.1
IVES Wedbush ETFMG Global Cloud Technology ETF 4.2 68 -13 9.3 -6.1
IQSI IQ Candriam International Equity ETF 4.2 15 40 6.7 -8.7
IEMG iShares Core MSCI Emerging Markets ETF 4.1 9 46 10.9 -4.4
ANEW ProShares MSCI Transformational Changes ETF 4.1 45 10 7.0 -8.3
EMGF iShares Emerging Markets Equity Factor ETF 4.1 25 30 12.4 -2.9
AIVC Amplify Bloomberg AI Value Chain ETF 4.1 59 -4 8.6 -6.7
DIM WisdomTree International MidCap Dividend Fund 4.1 58 -3 7.7 -7.6
NUDM Nuveen ESG International Developed Markets Equity ETF 4.0 31 24 6.6 -8.7
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 4.0 32 23 9.6 -5.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 4.0 49 6 7.3 -8.0
DFSI Dimensional International Sustainability Core 1 ETF 4.0 24 31 6.6 -8.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 4.0 95 -40 13.1 -2.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 3.9 14 41 6.0 -9.3
SPEM SPDR Portfolio Emerging Markets ETF 3.9 7 48 10.9 -4.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 3.9 33 22 10.6 -4.7
WRND IQ Global Equity R&D Leaders ETF 3.8 18 37 7.9 -7.5
PPIE Putnam PanAgora ESG International Equity ETF 3.8 49 6 7.8 -7.5
ESGE iShares ESG Aware MSCI EM ETF 3.7 25 30 10.7 -4.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.7 47 8 9.0 -6.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.7 65 -10 8.6 -6.8
SCHC Schwab International Small-Cap Equity ETF 3.6 11 44 7.1 -8.2
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 3.6 25 30 7.4 -7.9
AVDE Avantis International Equity ETF 3.6 23 32 8.0 -7.4
VIDI Vident International Equity Strategy ETF 3.5 61 -6 12.0 -3.3
CGGO Capital Group Global Growth Equity ETF 3.5 47 8 5.0 -10.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.5 45 10 0.0 -15.3
DFAE Dimensional Emerging Core Equity Market ETF 3.4 35 20 10.2 -5.2
FNDC Schwab Fundamental International Small Co. Index ETF 3.4 39 16 6.3 -9.0
UMMA Wahed Dow Jones Islamic World ETF 3.4 65 -10 5.3 -10.1
DFIS Dimensional International Small Cap ETF 3.4 39 16 7.9 -7.5
AVSD Avantis Responsible International Equity ETF 3.3 23 32 6.8 -8.5
IDLV Invesco S&P International Developed Low Volatility ETF 3.3 25 30 6.3 -9.0
NATO Themes Transatlantic Defense ETF 3.3 35 20 3.2 -12.1
KOCG FIS Knights of Columbus Global Belief ETF 3.3 75 -20 5.4 -10.0
AVDV Avantis International Small Cap Value ETF 3.3 36 19 10.9 -4.4
DWX SPDR S&P International Dividend ETF 3.3 45 10 6.6 -8.8
CLNR IQ Cleaner Transport ETF 3.2 45 10 7.3 -8.1
AVIV Avantis International Large Cap Value ETF 3.2 25 30 9.3 -6.1
CCNR ALPS CoreCommodity Natural Resources ETF 3.2 39 16 11.0 -4.3
DISV Dimensional International Small Cap Value ETF 3.2 42 13 9.7 -5.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 3.1 7 48 7.0 -8.3
FDTX Fidelity Disruptive Technology ETF 3.1 50 5 3.0 -12.3
IBUY Amplify Online Retail ETF 3.1 65 -10 3.7 -11.7
GLOF iShares Global Equity Factor ETF 3.1 20 35 6.8 -8.5
KNO AXS Knowledge Leaders ETF 3.1 78 -23 6.1 -9.2
ISCF iShares International SmallCap Equity Factor ETF 3.0 23 32 8.6 -6.7
SCJ iShares MSCI Japan Small-Cap ETF 3.0 50 5 6.8 -8.5
IEUS iShares MSCI Europe Small-Cap ETF 3.0 42 13 7.2 -8.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 3.0 38 17 9.9 -5.4
METV Roundhill Ball Metaverse ETF 2.9 59 -4 8.2 -7.1
WLDR Affinity World Leaders Equity ETF 2.9 67 -12 8.3 -7.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 2.8 41 14 9.4 -6.0
TTAI FCF International Quality ETF 2.8 59 -4 6.9 -8.4
KLMT Invesco MSCI Global Climate 500 ETF 2.8 10 45 6.1 -9.3
QWLD SPDR MSCI World StrategicFactors ETF 2.8 30 25 5.9 -9.4
JPXN iShares JPX-Nikkei 400 ETF 2.8 48 7 7.5 -7.8
SCZ iShares MSCI EAFE Small-Cap ETF 2.7 40 15 7.4 -7.9
EWJ iShares MSCI Japan ETF 2.7 50 5 7.1 -8.2
IOO iShares Global 100 ETF 2.7 41 14 5.4 -10.0
FLJH Franklin FTSE Japan Hedged ETF 2.7 9 46 6.7 -8.7
CGRO CoreValues Alpha Greater China Growth ETF 2.7 75 -20 4.0 -11.4
ESGG FlexShares STOXX Global ESG Select Index Fund 2.7 42 13 5.4 -9.9
FLJP Franklin FTSE Japan ETF 2.7 9 46 7.0 -8.3
DXJ WisdomTree Japan Hedged Equity Fund 2.7 48 7 8.4 -6.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.6 9 46 6.1 -9.3
ACWI iShares MSCI ACWI ETF 2.6 32 23 6.0 -9.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.6 50 5 5.8 -9.5
LUX Tema Luxury ETF 2.6 75 -20 2.6 -12.7
MOTO SmartETFs Smart Transportation & Technology ETF 2.6 68 -13 7.8 -7.6
BBJP JPMorgan BetaBuilders Japan ETF 2.6 19 36 7.6 -7.8
DBJP Xtrackers MSCI Japan Hedged Equity ETF 2.6 47 8 7.1 -8.2
JIG JPMorgan International Growth ETF 2.5 55 0 4.8 -10.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 2.5 80 -25 5.7 -9.6
VT Vanguard Total World Stock ETF 2.4 7 48 6.3 -9.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 2.4 80 -25 11.8 -3.6
FPAG FPA Global Equity ETF 2.4 49 6 6.3 -9.0
URTH iShares MSCI World ETF 2.4 24 31 5.5 -9.8
TOK iShares MSCI Kokusai ETF 2.3 26 29 5.2 -10.2
GVAL Cambria Global Value ETF 2.2 68 -13 11.3 -4.1
DLS WisdomTree International SmallCap Dividend Fund 2.2 58 -3 8.9 -6.4
FEM First Trust Emerging Markets AlphaDEX Fund 2.2 80 -25 13.8 -1.5
NORW Global X MSCI Norway ETF 2.2 50 5 10.2 -5.1
ENOR iShares MSCI Norway ETF 2.2 53 2 10.2 -5.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.1 56 -1 12.6 -2.7
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 -25 4.7 -10.6
OCEN IQ Clean Oceans ETF 2.1 45 10 5.7 -9.6
VPL Vanguard FTSE Pacific ETF 2.1 8 47 7.7 -7.7
WWJD Inspire International ETF 2.1 80 -25 7.6 -7.8
COPY Tweedy, Browne Insider + Value ETF 2.1 80 -25 12.6 -2.7
OAIM OneAscent International Equity ETF 2.0 95 -40 6.2 -9.2
IPAC iShares Core MSCI Pacific ETF 2.0 9 46 7.1 -8.2
GWX SPDR S&P International Small Cap ETF 2.0 40 15 6.7 -8.6
FLKR Franklin FTSE South Korea ETF 2.0 9 46 11.2 -4.1
CGV Conductor Global Equity Value ETF 2.0 130 -75 9.2 -6.2
CZAR Themes Natural Monopoly ETF 2.0 35 20 2.8 -12.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.0 20 35 6.0 -9.3
KOKU Xtrackers MSCI Kokusai Equity ETF 2.0 9 46 5.5 -9.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 1.9 30 25 9.3 -6.0
EEMO Invesco S&P Emerging Markets Momentum ETF 1.9 29 26 6.2 -9.1
EWUS iShares MSCI United Kingdom Small Cap ETF 1.9 59 -4 7.4 -7.9
IXN iShares Global Tech ETF 1.9 41 14 4.5 -10.8
EWY iShares MSCI South Korea ETF 1.8 58 -3 10.5 -4.8
EWC iShares MSCI Canada ETF 1.8 50 5 6.6 -8.7
ISHP First Trust Nasdaq Retail ETF 1.7 60 -5 5.5 -9.8
NUEM Nuveen ESG Emerging Markets Equity ETF 1.7 36 19 8.1 -7.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.6 25 30 6.0 -9.3
SAGP Strategas Global Policy Opportunities ETF 1.6 65 -10 5.3 -10.1
OGIG ALPS O'Shares Global Internet Giants ETF 1.6 48 7 1.9 -13.4
ROAM Hartford Multifactor Emerging Markets ETF 1.6 44 11 11.3 -4.0
TOKE Cambria Cannabis ETF 1.6 42 13 1.5 -13.8
BUYZ Franklin Disruptive Commerce ETF 1.5 50 5 2.6 -12.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.5 70 -15 4.5 -10.8
AVES Avantis Emerging Markets Value ETF 1.5 36 19 12.2 -3.1
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 1.5 90 -35 8.4 -6.9
EMXF iShares ESG Advanced MSCI EM ETF 1.4 16 39 8.4 -6.9
MDEV First Trust Indxx Medical Devices ETF 1.4 70 -15 1.2 -14.2
DVYE iShares Emerging Markets Dividend ETF 1.4 49 6 18.9 +3.6
EYLD Cambria Emerging Shareholder Yield ETF 1.4 66 -11 13.1 -2.2
EXI iShares Global Industrials ETF 1.4 42 13 4.9 -10.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.4 61 -6 1.4 -13.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.4 80 -25 9.7 -5.6
XT iShares Exponential Technologies ETF 1.4 46 9 5.5 -9.8
CRAK VanEck Oil Refiners ETF 1.3 61 -6 15.4 +0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 43 5.1 -10.2
DFNL Davis Select Financial ETF 1.3 63 -8 8.4 -7.0
EIRL iShares MSCI Ireland ETF 1.3 50 5 8.5 -6.8
EWP iShares MSCI Spain ETF 1.3 50 5 7.8 -7.5
DEM WisdomTree Emerging Markets High Dividend Fund 1.2 63 -8 13.6 -1.7
BINV Brandes International ETF 1.2 70 -15 9.5 -5.8
GINN Goldman Sachs Innovate Equity ETF 1.2 52 3 4.4 -11.0
JXI iShares Global Utilities ETF 1.2 43 12 6.0 -9.3
CRUZ Defiance Hotel Airline and Cruise ETF 1.2 45 10 3.1 -12.2
DFJ WisdomTree Japan SmallCap Dividend Fund 1.1 58 -3 8.3 -7.0
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 1.1 58 -3 7.7 -7.6
BLES Inspire Global Hope ETF 1.1 61 -6 6.8 -8.5
JGLO JPMorgan Global Select Equity ETF 1.0 33 22 5.1 -10.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 1.0 50 5 11.6 -3.8
DEHP Dimensional Emerging Markets High Profitability ETF 1.0 41 14 6.5 -8.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.0 42 13 6.8 -8.6
AVEM Avantis Emerging Markets Equity ETF 1.0 33 22 9.7 -5.7
EDEN iShares MSCI Denmark ETF 1.0 53 2 6.9 -8.4
EEMS iShares MSCI Emerging Markets Small Cap ETF 1.0 70 -15 7.8 -7.5
FDRR Fidelity Dividend ETF for Rising Rates 1.0 15 40 7.6 -7.8
FINE Themes European Luxury ETF 0.9 35 20 0.5 -14.9
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.9 40 15 5.6 -9.8
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 6 6.0 -9.3
DFE WisdomTree Europe SmallCap Dividend Fund 0.9 58 -3 8.4 -6.9
VEGI iShares MSCI Agriculture Producers ETF 0.9 39 16 8.8 -6.6
AZTD Aztlan Global Stock Selection DM SMID ETF 0.9 75 -20 8.4 -6.9
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.9 32 23 7.0 -8.3
CRTC Xtrackers US National Critical Technologies ETF 0.9 35 20 5.3 -10.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.9 46 9 4.9 -10.4
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.8 45 10 11.1 -4.3
FID First Trust S&P International Dividend Aristocrats ETF 0.8 60 -5 9.1 -6.3
WDIV SPDR S&P Global Dividend ETF 0.8 40 15 9.6 -5.7
KXI iShares Global Consumer Staples ETF 0.8 41 14 5.4 -9.9
JETS U.S. Global Jets ETF 0.8 60 -5 4.2 -11.2
AIRL Themes Airlines ETF 0.8 35 20 -7.8 -23.1
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.7 44 11 11.0 -4.3
EIPI FT Energy Income Partners Enhanced Income ETF 0.7 110 -55 6.0 -9.4
EIPX FT Energy Income Partners Strategy ETF 0.7 95 -40 7.4 -7.9
EWX SPDR S&P Emerging Markets Small Cap ETF 0.7 65 -10 8.1 -7.3
CARZ First Trust NASDAQ Global Auto Index Fund 0.7 70 -15 6.0 -9.3
BOAT SonicShares Global Shipping ETF 0.7 69 -14 31.6 +16.2
BBCA JPMorgan BetaBuilders Canada ETF 0.7 19 36 6.9 -8.5
SUPL ProShares Supply Chain Logistics ETF 0.6 58 -3 5.4 -10.0
TEMP JPMorgan Climate Change Solutions ETF 0.6 49 6 5.9 -9.5
CGUS Capital Group Core Equity ETF 0.6 33 22 4.6 -10.7
FPXI First Trust International Equity Opportunities ETF 0.6 70 -15 3.9 -11.5
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.6 25 30 6.5 -8.9
XCEM Columbia EM Core ex-China ETF 0.5 16 39 8.5 -6.9
NANR SPDR S&P North American Natural Resources ETF 0.5 35 20 8.4 -6.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 35 5.9 -9.5
SDIV Global X Superdividend ETF 0.5 58 -3 13.9 -1.5
FLAU Franklin FTSE Australia ETF 0.5 9 46 6.4 -9.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 -3 10.1 -5.2
EMXC iShares MSCI Emerging Markets ex China ETF 0.5 25 30 8.0 -7.4
PEX ProShares Global Listed Private Equity ETF 0.5 81 -26 10.1 -5.2
PSP Invesco Global Listed Private Equity ETF 0.5 106 -51 5.7 -9.7
STXE Strive Emerging Markets Ex-China ETF 0.5 32 23 8.2 -7.2
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -34 4.5 -10.8
MOO VanEck Agribusiness ETF 0.4 53 2 10.8 -4.5
RNEM First Trust Emerging Markets Equity Select ETF 0.4 75 -20 1.0 -14.3
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.4 88 -33 10.3 -5.0
EWA iShares MSCI Australia ETF 0.4 50 5 6.1 -9.2
FBZ First Trust Brazil AlphaDEX Fund 0.4 80 -25 13.4 -1.9
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.4 58 -3 9.0 -6.4
BJK VanEck Gaming ETF 0.4 65 -10 3.9 -11.4
ECNS iShares MSCI China Small-Cap ETF 0.3 59 -4 10.8 -4.5
IXP iShares Global Comm Services ETF 0.3 42 13 6.7 -8.6
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.3 80 -25 13.6 -1.7
XC WisdomTree Emerging Markets Ex-China Fund 0.3 32 23 5.5 -9.8
STCE Schwab Crypto Thematic ETF 0.3 30 25 1.8 -13.6
ISRA VanEck Israel ETF 0.3 59 -4 7.8 -7.6
FLLA Franklin FTSE Latin America ETF 0.3 19 36 13.5 -1.8
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 36 6.3 -9.0
ECOW Pacer Emerging Markets Cash Cows 100 ETF 0.3 70 -15 15.8 +0.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 40 8.6 -6.7
THD iShares MSCI Thailand ETF 0.2 58 -3 5.1 -10.2
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -5 5.0 -10.4
EPP iShares MSCI Pacific ex-Japan ETF 0.2 47 8 5.7 -9.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.2 68 -13 2.7 -12.6
ITEQ BlueStar Israel Technology ETF 0.2 75 -20 2.1 -13.3
VCLN Virtus Duff & Phelps Clean Energy ETF 0.2 59 -4 6.2 -9.1
IXJ iShares Global Healthcare ETF 0.2 42 13 6.6 -8.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.2 39 16 -0.5 -15.8
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.2 86 -31 0.4 -15.0
TMAT Main Thematic Innovation ETF 0.2 164 -109 -1.5 -16.8
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -13 4.7 -10.7
FINX Global X FinTech ETF 0.2 68 -13 2.6 -12.7
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 -4 13.3 -2.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.2 75 -20 4.5 -10.8
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 40 0.0 -15.3
FTAG First Trust Indxx Global Agriculture ETF 0.2 70 -15 8.1 -7.2
EPOL iShares MSCI Poland ETF 0.2 59 -4 11.6 -3.8
EDIV SPDR S&P Emerging Markets Dividend ETF 0.2 49 6 11.6 -3.7
HAP VanEck Natural Resources ETF 0.2 50 5 10.0 -5.3
ION ProShares S&P Global Core Battery Metals ETF 0.2 58 -3 11.2 -4.1
FLBR Franklin FTSE Brazil ETF 0.2 19 36 15.3 +0.0
FLN First Trust Latin America AlphaDEX Fund 0.2 80 -25 10.6 -4.8
EWZ iShares MSCI Brazil ETF 0.2 58 -3 13.7 -1.7
INQQ India Internet & Ecommerce ETF 0.2 86 -31 1.1 -14.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.1 39 16 -1.1 -16.4
PAWZ ProShares Pet Care ETF 0.1 50 5 3.9 -11.4
FLMX Franklin FTSE Mexico ETF 0.1 19 36 9.9 -5.5
EWW iShares MSCI Mexico ETF 0.1 50 5 9.6 -5.7
IWO iShares Russell 2000 Growth ETF 0.1 24 31 1.5 -13.9
IWM iShares Russell 2000 ETF 0.1 19 36 3.6 -11.7
VTWG Vanguard Russell 2000 Growth ETF 0.1 15 40 1.5 -13.8
AFK VanEck Africa Index ETF 0.1 98 -43 12.6 -2.7
FCG First Trust Natural Gas ETF 0.1 60 -5 17.6 +2.3
IWN iShares Russell 2000 Value ETF 0.1 24 31 5.8 -9.6
VTWO Vanguard Russell 2000 ETF 0.1 10 45 3.8 -11.5
VTWV Vanguard Russell 2000 Value ETF 0.1 15 40 5.9 -9.4
RSSL Global X Russell 2000 ETF 0.1 8 47 3.6 -11.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 35 5.5 -9.8
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.1 10 45 7.5 -7.8
EMMF WisdomTree Emerging Markets Multifactor Fund 0.1 48 7 7.8 -7.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 40 6.0 -9.4
GQRE FlexShares Global Quality Real Estate Index Fund 0.1 45 10 4.1 -11.2
EIS iShares MSCI Israel ETF 0.1 58 -3 8.6 -6.8
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.1 12 43 7.7 -7.6
NVIR Horizon Kinetics Energy and Remediation ETF 0.1 85 -30 5.7 -9.6
GLBL Pacer MSCI World Industry Advantage ETF 0.0 65 -10 5.0 -10.4
WUGI AXS Esoterica NextG Economy ETF 0.0 75 -20 2.9 -12.4
VRAI Virtus Real Asset Income ETF 0.0 55 0 7.5 -7.8
GXG Global X MSCI Colombia ETF 0.0 62 -7 18.8 +3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 16 4.0 -11.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.0 12 43 8.1 -7.2
DEEP Roundhill Acquirers Deep Value ETF 0.0 80 -25 19.9 +4.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 34 4.3 -11.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.0 25 30 6.6 -8.8
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 16 7.0 -8.4
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 46 5.0 -10.3
IWV iShares Russell 3000 ETF 0.0 20 35 5.0 -10.3
VTHR Vanguard Russell 3000 ETF 0.0 10 45 5.2 -10.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 30 7.3 -8.1

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:		 Invesco International BuyBack Achievers 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 17.0 %
Divided by: Fwd. P/BV 1.1 x
Less: Expense ratio 55 bp
Equals: ALTAR Score 15.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.60
 
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.