JPMorgan Diversified Return Emerging Markets Equity ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
JPMorgan Diversified Return Emerging Markets Equity ETF is a U.S. registered exchange-traded fund. The Fund seeks investment results of the FTSE Emerging Diversified Factor Index, which employs a unique risk framework to diversify risks across regions and super sectors, and a multi-factor stock ranking process to identify companies with strong fundamentals. |
Category | Emerging Market Equities |
Fund Sponsor | JP Morgan Investment Managemen |
Website | www.jpmorganetfs.com |
Inception date | Jan 07, 2015 |
Assets (mns) | $343 |
Currency | USD |
Expense ratio | 44 bp |
Distributions | Annually |
Regulation | Open-End Investment Company |
Custodian | JPMorgan Chase Bank |
Weighting | Tiered |
Index replication | Optimized |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 560 |
Wgt avg mkt cap (mns) | $61,155 |
Large cap (>$10bn) | 50.8% |
Mid cap ($2-10bn) | 40.0% |
Small cap (<$2bn) | 7.4% |
Developed mkts | 4.2% |
Emerging mkts | 95.7% |
RELIANCE INDS-SPONS GDR 144A | 2.7 % |
TAIWAN SEMICONDUCTOR MANUFAC | 1.7 % |
INFOSYS TECHNOLOGIES LTD | 1.5 % |
BANK OF CHINA LTD - H | 1.3 % |
CHINA CONSTRUCTION BANK-H | 1.1 % |
VALE SA | 1.1 % |
PETROBRAS - PETROLEO BRAS-PR | 1.0 % |
ITAU UNIBANCO HOLDING SA | 0.8 % |
SAUDI TELECOM CO. | 0.7 % |
TATA CONSULTANCY SVS LTD | 0.7 % | Total | 12.7 % |
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CHINA | 14.5 % |
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INDIA | 13.3 % |
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BRAZIL | 11.1 % |
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TAIWAN | 10.5 % |
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TURKEY | 8.5 % |
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MEXICO | 6.3 % |
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SOUTH AFRICA | 4.7 % |
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SAUDI ARABIA | 3.8 % |
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MALAYSIA | 3.5 % |
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UAE | 3.1 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
8.7% | 5.8% | 8.1% | 4.1% | 4.2% |
versus... | Beta | R-squared |
S&P500 | 0.47 | 38% |
MSCI EAFE | 0.57 | 60% |
MSCI Emg. Mkts. | 0.61 | 72% |
Recent close | $56.89 |
30d moving avg. | $55.91 |
Annualized volatility | 12.2% |
Short interest (ETF) | 0.3% |
Relative strength (RSI) | 56 |
Avg. volume (thou.) | 18 |
Turnover | 0.3% |
Bid/Ask (% of price) | 0.16% |
ADV underlying (mns) | $11,288 |
FINDING ALTERNATIVE FUNDS
Below is a list of 371 potential alternatives to the JPMorgan Diversified Return Emerging Markets Equity ETF ETF based on the alternatives' overlap in portfolio holdings with JPEM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | JPEM | Expense: | 44 bp | ALTAR Score™: | 10.9% |
Ticker | Fund Name |
Overlap1 vs JPEM (%) |
Expense ratio (bp) |
Savings vs JPEM (bp) |
ALTAR Score™ (%) |
ALTAR vs JPEM (%) |
MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | 31.8 | 50 | -6 | 11.4 | +0.5 |
XCEM | Columbia EM Core ex-China ETF | 30.5 | 16 | 28 | 8.1 | -2.8 |
GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | 30.3 | 45 | -1 | 10.5 | -0.4 |
JHEM | John Hancock Multifactor Emerging Markets ETF | 30.2 | 49 | -5 | 10.4 | -0.5 |
QEMM | SPDR MSCI Emerging Markets StrategicFactors ETF | 29.7 | 30 | 14 | 9.9 | -1.0 |
FNDE | Schwab Fundamental Emerging Markets Large Co. Index ETF | 29.6 | 39 | 5 | 16.2 | +5.3 |
KEMX | KraneShares MSCI Emerging Markets EX China Index ETF | 29.0 | 24 | 20 | 8.1 | -2.8 |
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 27.9 | 15 | 29 | 10.4 | -0.6 |
ECON | Columbia Emerging Markets Consumer ETF | 27.9 | 49 | -5 | 12.4 | +1.5 |
BKEM | BNY Mellon Emerging Markets Equity ETF | 27.6 | 11 | 33 | 10.1 | -0.8 |
PXH | Invesco FTSE RAFI Emerging Markets ETF | 27.4 | 49 | -5 | 15.9 | +5.0 |
DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund | 27.4 | 32 | 12 | 6.8 | -4.1 |
DBEM | Xtrackers MSCI Emerging Markets Hedged Equity ETF | 26.9 | 66 | -22 | 10.0 | -0.9 |
EMXC | iShares MSCI Emerging Markets ex China ETF | 26.6 | 25 | 19 | 7.7 | -3.2 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 26.5 | 36 | 8 | 9.9 | -1.0 |
XCNY | SPDR S&P Emerging Markets ex-China ETF | 26.5 | 15 | 29 | 7.6 | -3.3 |
ROAM | Hartford Multifactor Emerging Markets ETF | 26.4 | 44 | 0 | 11.9 | +1.0 |
EELV | Invesco S&P Emerging Markets Low Volatility ETF | 25.4 | 29 | 15 | 8.7 | -2.2 |
SCHE | Schwab Emerging Markets Equity ETF | 25.3 | 11 | 33 | 11.1 | +0.2 |
EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | 25.3 | 25 | 19 | 6.4 | -4.5 |
EMGF | iShares Emerging Markets Equity Factor ETF | 24.7 | 25 | 19 | 11.9 | +1.0 |
STXE | Strive Emerging Markets Ex-China ETF | 24.7 | 32 | 12 | 7.8 | -3.1 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 24.5 | 15 | 29 | 8.2 | -2.8 |
FDEM | Fidelity Emerging Markets Multifactor ETF | 23.9 | 25 | 19 | 12.8 | +1.9 |
VWO | Vanguard FTSE Emerging Markets ETF | 23.7 | 7 | 37 | 10.6 | -0.4 |
EVLU | iShares MSCI Emerging Markets Value Factor ETF | 23.5 | 35 | 9 | 19.3 | +8.4 |
EMMF | WisdomTree Emerging Markets Multifactor Fund | 23.4 | 48 | -4 | 7.8 | -3.1 |
RNEM | First Trust Emerging Markets Equity Select ETF | 23.4 | 75 | -31 | 7.0 | -3.9 |
XC | WisdomTree Emerging Markets Ex-China Fund | 23.4 | 32 | 12 | 6.0 | -4.9 |
EMXF | iShares ESG Advanced MSCI EM ETF | 23.3 | 16 | 28 | 8.5 | -2.4 |
EEM | iShares MSCI Emerging Markets ETF | 23.3 | 69 | -25 | 10.3 | -0.6 |
LDEM | iShares ESG MSCI EM Leaders ETF | 23.2 | 17 | 27 | 13.2 | +2.3 |
DEM | WisdomTree Emerging Markets High Dividend Fund | 23.1 | 63 | -19 | 13.2 | +2.3 |
TLTE | FlexShares Morningstar Emerging Markets Factor Tilt Index | 23.1 | 59 | -15 | 11.7 | +0.8 |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 22.7 | 33 | 11 | 10.1 | -0.8 |
EEMX | SPDR MSCI Emerging Markets Fossil Fuel Free ETF | 21.7 | 30 | 14 | 10.3 | -0.6 |
SPEM | SPDR Portfolio Emerging Markets ETF | 21.4 | 7 | 37 | 10.6 | -0.3 |
QLVE | FlexShares Emerging Markets Quality Low Volatility Index Fun | 21.3 | 40 | 4 | 7.1 | -3.8 |
IEMG | iShares Core MSCI Emerging Markets ETF | 21.3 | 9 | 35 | 10.5 | -0.4 |
DEHP | Dimensional Emerging Markets High Profitability ETF | 21.3 | 41 | 3 | 6.8 | -4.1 |
DFAE | Dimensional Emerging Core Equity Market ETF | 21.0 | 35 | 9 | 9.4 | -1.5 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 19.8 | 19 | 25 | 9.5 | -1.4 |
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 19.6 | 38 | 6 | 9.4 | -1.5 |
DEXC | Dimensional Emerging Markets ex China Core EquityETF | 19.4 | 53 | -9 | 7.7 | -3.2 |
UEVM | VictoryShares Emerging Markets Value Momentum ETF | 19.2 | 45 | -1 | 10.6 | -0.3 |
ESGE | iShares ESG Aware MSCI EM ETF | 18.6 | 25 | 19 | 10.1 | -0.8 |
FLLA | Franklin FTSE Latin America ETF | 18.6 | 19 | 25 | 13.3 | +2.4 |
AVEM | Avantis Emerging Markets Equity ETF | 18.5 | 33 | 11 | 9.2 | -1.7 |
DFEV | Dimensional Emerging Markets Value ETF | 18.3 | 43 | 1 | 13.3 | +2.4 |
BKF | iShares MSCI BIC ETF | 17.7 | 69 | -25 | 13.3 | +2.4 |
AVES | Avantis Emerging Markets Value ETF | 17.6 | 36 | 8 | 11.6 | +0.7 |
GMF | SPDR S&P Emerging Asia Pacific ETF | 16.8 | 49 | -5 | 9.5 | -1.4 |
DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | 16.8 | 41 | 3 | 8.9 | -2.0 |
XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 16.7 | 32 | 12 | 9.3 | -1.6 |
EEMO | Invesco S&P Emerging Markets Momentum ETF | 16.6 | 29 | 15 | 6.5 | -4.4 |
EEMA | iShares MSCI Emerging Markets Asia ETF | 16.5 | 49 | -5 | 10.1 | -0.8 |
NUEM | Nuveen ESG Emerging Markets Equity ETF | 16.3 | 36 | 8 | 7.8 | -3.1 |
AVXC | Avantis Emerging Markets Ex-China Equity ETF | 16.2 | 33 | 11 | 8.6 | -2.3 |
EMSG | Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF | 15.6 | 20 | 24 | 10.7 | -0.2 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 15.4 | 70 | -26 | 9.3 | -1.6 |
EMDM | First Trust Bloomberg Emerging Market Democracies ETF | 15.2 | 75 | -31 | 9.8 | -1.1 |
FEM | First Trust Emerging Markets AlphaDEX Fund | 15.0 | 80 | -36 | 12.2 | +1.3 |
ECOW | Pacer Emerging Markets Cash Cows 100 ETF | 14.9 | 70 | -26 | 14.4 | +3.5 |
DVYE | iShares Emerging Markets Dividend ETF | 13.2 | 49 | -5 | 18.7 | +7.8 |
FLIN | Franklin FTSE India ETF | 13.1 | 19 | 25 | 3.9 | -7.0 |
EDIV | SPDR S&P Emerging Markets Dividend ETF | 13.1 | 49 | -5 | 11.8 | +0.9 |
EPI | WisdomTree India Earnings Fund | 12.3 | 85 | -41 | 4.8 | -6.1 |
AVSE | Avantis Responsible Emerging Markets Equity ETF | 12.3 | 33 | 11 | 8.6 | -2.3 |
FTHF | First Trust Emerging Markets Human Flourishing ETF | 12.2 | 75 | -31 | 8.4 | -2.5 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 12.1 | 95 | -51 | 12.7 | +1.8 |
RODE | Hartford Multifactor Diversified International ETF | 11.9 | 29 | 15 | 12.7 | +1.8 |
FLN | First Trust Latin America AlphaDEX Fund | 11.6 | 80 | -36 | 10.2 | -0.7 |
RAYE | Rayliant Quantamental Emerging Market ex-China Equity ETF | 11.6 | 88 | -44 | 9.3 | -1.6 |
FLBR | Franklin FTSE Brazil ETF | 11.0 | 19 | 25 | 14.9 | +4.0 |
VYMI | Vanguard International High Dividend Yield ETF | 11.0 | 17 | 27 | 9.8 | -1.1 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 10.4 | 20 | 24 | 5.9 | -5.0 |
FLTW | Franklin FTSE Taiwan ETF | 10.3 | 19 | 25 | 6.6 | -4.3 |
PIE | Invesco Dorsey Wright Emerging Markets Momentum ETF | 10.2 | 90 | -46 | 7.7 | -3.2 |
GXUS | Goldman Sachs MarketBeta Total International Equity ETF | 9.8 | 18 | 26 | 7.6 | -3.4 |
INDA | iShares MSCI India ETF | 9.8 | 65 | -21 | 4.4 | -6.5 |
PIN | Invesco India ETF | 9.5 | 78 | -34 | 4.3 | -6.6 |
EWT | iShares MSCI Taiwan ETF | 9.5 | 58 | -14 | 6.4 | -4.5 |
FBZ | First Trust Brazil AlphaDEX Fund | 9.4 | 80 | -36 | 12.0 | +1.1 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 9.3 | 41 | 3 | 7.8 | -3.1 |
FRDM | Freedom 100 Emerging Markets ETF | 9.3 | 49 | -5 | 8.7 | -2.2 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 8.5 | 4 | 40 | 8.2 | -2.7 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 8.5 | 34 | 10 | 7.8 | -3.1 |
FLCH | Franklin FTSE China ETF | 8.4 | 19 | 25 | 16.7 | +5.8 |
EWZ | iShares MSCI Brazil ETF | 8.3 | 58 | -14 | 12.9 | +2.0 |
SDEM | Global X MSCI SuperDividend Emerging Markets ETF | 8.3 | 67 | -23 | 13.7 | +2.8 |
IQDF | FlexShares International Quality Dividend Index Fund | 8.2 | 47 | -3 | 9.3 | -1.6 |
VXUS | Vanguard Total International Stock ETF | 8.1 | 5 | 39 | 8.0 | -2.9 |
MEM | Matthews Emerging Markets Equity Active ETF | 8.1 | 79 | -35 | 8.0 | -2.9 |
IXUS | iShares Core MSCI Total International Stock ETF | 7.9 | 7 | 37 | 8.0 | -2.9 |
VSGX | Vanguard ESG International Stock ETF | 7.9 | 10 | 34 | 7.9 | -3.0 |
TUR | iShares MSCI Turkey ETF | 7.8 | 58 | -14 | 20.6 | +9.7 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 7.8 | 47 | -3 | 8.5 | -2.4 |
VIDI | Vident International Equity Strategy ETF | 7.7 | 61 | -17 | 11.4 | +0.5 |
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 7.6 | 58 | -14 | 9.7 | -1.2 |
SCHY | Schwab International Dividend Equity ETF | 7.4 | 14 | 30 | 9.6 | -1.3 |
KALL | KraneShares MSCI All China Index ETF | 7.4 | 49 | -5 | 14.7 | +3.8 |
MCHI | iShares MSCI China ETF | 7.3 | 59 | -15 | 17.8 | +6.9 |
GXC | SPDR S&P China ETF | 7.2 | 59 | -15 | 16.4 | +5.5 |
GVAL | Cambria Global Value ETF | 6.9 | 68 | -24 | 11.0 | +0.1 |
NFTY | First Trust India NIFTY 50 Equal Weight ETF | 6.8 | 80 | -36 | 4.9 | -6.0 |
DEW | WisdomTree Global High Dividend Fund | 6.8 | 58 | -14 | 8.7 | -2.2 |
INDY | iShares India 50 ETF | 6.7 | 89 | -45 | 4.6 | -6.3 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 6.6 | 30 | 14 | 8.1 | -2.8 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 6.6 | 42 | 2 | 6.6 | -4.3 |
AIA | iShares Asia 50 ETF | 6.5 | 50 | -6 | 13.3 | +2.4 |
EYLD | Cambria Emerging Shareholder Yield ETF | 6.4 | 66 | -22 | 12.3 | +1.4 |
EWW | iShares MSCI Mexico ETF | 6.1 | 50 | -6 | 10.1 | -0.8 |
ILF | iShares Latin America 40 ETF | 6.1 | 48 | -4 | 12.9 | +2.0 |
FEMS | First Trust Emerging Markets Small Cap AlphaDEX Fund | 6.0 | 80 | -36 | 14.4 | +3.5 |
EEMS | iShares MSCI Emerging Markets Small Cap ETF | 5.5 | 70 | -26 | 7.8 | -3.2 |
FLMX | Franklin FTSE Mexico ETF | 5.5 | 19 | 25 | 10.5 | -0.4 |
CWI | SPDR MSCI ACWI ex-US ETF | 5.5 | 30 | 14 | 7.7 | -3.2 |
FXI | iShares China Large-Cap ETF | 5.0 | 74 | -30 | 17.1 | +6.2 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 5.0 | 46 | -2 | 10.2 | -0.7 |
GLOF | iShares Global Equity Factor ETF | 4.8 | 20 | 24 | 6.7 | -4.2 |
CGXU | Capital Group International Focus Equity ETF | 4.8 | 54 | -10 | 5.7 | -5.2 |
EMC | Global X Emerging Markets Great Consumer ETF | 4.8 | 75 | -31 | 8.8 | -2.1 |
WWJD | Inspire International ETF | 4.8 | 80 | -36 | 7.2 | -3.7 |
EDOG | ALPS Emerging Sector Dividend Dogs ETF | 4.5 | 60 | -16 | 10.9 | -0.1 |
JSTC | Adasina Social Justice All Cap Global ETF | 4.4 | 89 | -45 | 4.8 | -6.1 |
OBOR | KraneShares MSCI One Belt One Road Index ETF | 4.4 | 79 | -35 | 8.7 | -2.2 |
SDIV | Global X Superdividend ETF | 4.3 | 58 | -14 | 40.4 | +29.5 |
NXTG | First Trust Indxx NextG ETF | 4.1 | 70 | -26 | 5.3 | -5.6 |
EMM | Global X Emerging Markets ex-China ETF | 4.0 | 75 | -31 | 6.0 | -5.0 |
FILL | iShares MSCI Global Energy Producers ETF | 3.8 | 39 | 5 | 12.0 | +1.1 |
IGRO | iShares International Dividend Growth ETF | 3.8 | 15 | 29 | 7.2 | -3.8 |
FCA | First Trust China AlphaDEX Fund | 3.8 | 80 | -36 | 9.0 | -1.9 |
AFK | VanEck Africa Index ETF | 3.8 | 98 | -54 | 11.8 | +0.9 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 3.8 | 39 | 5 | 13.6 | +2.7 |
KSA | iShares MSCI Saudi Arabia ETF | 3.8 | 74 | -30 | 0.0 | -10.9 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 3.7 | 20 | 24 | 5.8 | -5.1 |
BLES | Inspire Global Hope ETF | 3.6 | 61 | -17 | 6.8 | -4.1 |
MINV | Matthews Asia Innovators Active ETF | 3.6 | 79 | -35 | 7.7 | -3.2 |
ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | 3.5 | 65 | -21 | 7.8 | -3.1 |
FLSA | Franklin FTSE Saudi Arabia ETF | 3.5 | 39 | 5 | 0.0 | -10.9 |
ACWI | iShares MSCI ACWI ETF | 3.5 | 32 | 12 | 5.7 | -5.2 |
EZA | iShares MSCI South Africa ETF | 3.4 | 58 | -14 | 10.5 | -0.4 |
KLMT | Invesco MSCI Global Climate 500 ETF | 3.4 | 10 | 34 | 5.9 | -5.0 |
EWM | iShares MSCI Malaysia ETF | 3.4 | 50 | -6 | 7.0 | -3.9 |
AVEE | Avantis Emerging Markets Small Cap Equity ETF | 3.3 | 42 | 2 | 9.9 | -1.0 |
VT | Vanguard Total World Stock ETF | 3.3 | 6 | 38 | 6.0 | -4.9 |
UAE | iShares MSCI UAE ETF | 3.2 | 59 | -15 | 0.0 | -10.9 |
EMDV | ProShares MSCI Emerging Markets Dividend Growers ETF | 3.1 | 60 | -16 | 7.2 | -3.8 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.8 | 12 | 32 | 5.2 | -5.7 |
DSTX | Distillate International Fundamental Stability & Value ETF | 2.8 | 55 | -11 | 8.1 | -2.8 |
EMQQ | EMQQ The Emerging Markets Internet & Ecommerce ETF | 2.8 | 86 | -42 | 13.3 | +2.4 |
FMQQ | FMQQ The Next Frontier Internet & Ecommerce ETF | 2.8 | 86 | -42 | 0.8 | -10.1 |
ASEA | Global X FTSE Southeast Asia ETF | 2.7 | 65 | -21 | 7.1 | -3.8 |
INQQ | India Internet & Ecommerce ETF | 2.7 | 86 | -42 | 1.2 | -9.7 |
IWTR | iShares MSCI Water Management Multisector ETF | 2.7 | 47 | -3 | 5.6 | -5.3 |
VIGI | Vanguard International Dividend Appreciation ETF | 2.7 | 10 | 34 | 6.1 | -4.8 |
JCHI | JPMorgan Active China ETF | 2.6 | 65 | -21 | 15.9 | +5.0 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 2.6 | 65 | -21 | 7.4 | -3.5 |
RCGE | RockCreek Global Equality ETF | 2.5 | 95 | -51 | 6.3 | -4.6 |
INCO | Columbia India Consumer ETF | 2.5 | 75 | -31 | 1.9 | -9.0 |
GSIB | Themes Global Systemically Important Banks ETF | 2.4 | 35 | 9 | 9.7 | -1.2 |
IXG | iShares Global Financials ETF | 2.3 | 42 | 2 | 6.8 | -4.2 |
IDX | VanEck Indonesia Index ETF | 2.3 | 57 | -13 | 9.6 | -1.3 |
EIDO | iShares MSCI Indonesia ETF | 2.3 | 59 | -15 | 9.9 | -1.0 |
KEMQ | KraneShares Emerging Markets Consumer Technology Index ETF | 2.3 | 60 | -16 | 10.3 | -0.6 |
CLNR | IQ Cleaner Transport ETF | 2.3 | 45 | -1 | 6.6 | -4.4 |
JIG | JPMorgan International Growth ETF | 2.2 | 55 | -11 | 4.7 | -6.2 |
DGT | SPDR Global Dow ETF | 2.2 | 50 | -6 | 7.2 | -3.7 |
GREK | Global X MSCI Greece ETF | 2.2 | 57 | -13 | 10.3 | -0.6 |
ASHS | Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF | 2.2 | 65 | -21 | 5.9 | -5.0 |
ADIV | SmartETFs Asia Pacific Dividend Builder ETF | 2.1 | 78 | -34 | 9.4 | -1.6 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.1 | 52 | -8 | 6.7 | -4.2 |
MOTI | VanEck Morningstar International Moat ETF | 2.1 | 58 | -14 | 11.0 | +0.1 |
CGGO | Capital Group Global Growth Equity ETF | 2.0 | 47 | -3 | 4.7 | -6.2 |
DWX | SPDR S&P International Dividend ETF | 2.0 | 45 | -1 | 6.2 | -4.8 |
IVES | Wedbush ETFMG Global Cloud Technology ETF | 2.0 | 68 | -24 | 15.6 | +4.7 |
IXN | iShares Global Tech ETF | 2.0 | 41 | 3 | 3.9 | -7.0 |
AIVC | Amplify Bloomberg AI Value Chain ETF | 2.0 | 59 | -15 | 6.0 | -4.9 |
PATN | Pacer Nasdaq International Patent Leaders ETF | 2.0 | 65 | -21 | 6.3 | -4.6 |
ECH | iShares MSCI Chile ETF | 2.0 | 58 | -14 | 8.9 | -2.0 |
GLIN | VanEck India Growth Leaders ETF | 2.0 | 77 | -33 | 6.3 | -4.6 |
KNCT | Invesco Next Gen Connectivity ETF | 2.0 | 40 | 4 | 4.9 | -6.0 |
ICLN | iShares Global Clean Energy ETF | 1.9 | 41 | 3 | 5.8 | -5.1 |
MCH | Matthews China Active ETF | 1.9 | 79 | -35 | 15.3 | +4.4 |
XT | iShares Exponential Technologies ETF | 1.9 | 46 | -2 | 4.8 | -6.1 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 1.8 | 49 | -5 | 6.2 | -4.7 |
CXSE | WisdomTree China ex-State-Owned Enterprises Fund | 1.8 | 32 | 12 | 17.5 | +6.6 |
DTCR | Global X Data Center & Digital Infrastructure ETF | 1.8 | 50 | -6 | 4.4 | -6.5 |
CHAT | Roundhill Generative AI & Technology ETF | 1.7 | 75 | -31 | 7.9 | -3.0 |
AGQI | First Trust Active Global Quality Income ETF | 1.7 | 85 | -41 | 5.3 | -5.6 |
FBOT | Fidelity Disruptive Automation ETF | 1.7 | 50 | -6 | 3.7 | -7.2 |
OAIM | OneAscent International Equity ETF | 1.7 | 95 | -51 | 5.6 | -5.3 |
NDIA | Global X India Active ETF | 1.7 | 75 | -31 | 4.6 | -6.3 |
FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 1.6 | 80 | -36 | 10.0 | -0.9 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 1.6 | 12 | 32 | 7.9 | -3.0 |
CNYA | iShares MSCI China A ETF | 1.6 | 60 | -16 | 7.0 | -3.9 |
TTAI | FCF International Quality ETF | 1.6 | 59 | -15 | 7.0 | -3.9 |
EWZS | iShares MSCI Brazil Small-Cap ETF | 1.6 | 59 | -15 | 10.6 | -0.3 |
ICOP | iShares Copper and Metals Mining ETF | 1.5 | 47 | -3 | 8.7 | -2.2 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 1.5 | 47 | -3 | 5.8 | -5.2 |
ARTY | iShares Future AI & Tech ETF | 1.5 | 47 | -3 | 3.3 | -7.6 |
EWX | SPDR S&P Emerging Markets Small Cap ETF | 1.5 | 65 | -21 | 8.1 | -2.8 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 1.4 | 80 | -36 | 9.1 | -1.8 |
CCNR | ALPS CoreCommodity Natural Resources ETF | 1.4 | 39 | 5 | 11.4 | +0.5 |
JGLO | JPMorgan Global Select Equity ETF | 1.4 | 33 | 11 | 4.9 | -6.0 |
QAT | iShares MSCI Qatar ETF | 1.4 | 59 | -15 | 47.2 | +36.3 |
FEP | First Trust Europe AlphaDEX Fund | 1.4 | 80 | -36 | 9.3 | -1.6 |
KBA | KraneShares Bosera MSCI China A 50 Connect Index ETF | 1.3 | 55 | -11 | 8.2 | -2.7 |
DGIN | VanEck Digital India ETF | 1.3 | 71 | -27 | 2.0 | -8.9 |
EMIF | iShares Emerging Markets Infrastructure ETF | 1.3 | 60 | -16 | 6.6 | -4.3 |
IPAV | Global X Infrastructure Development ex-U.S. ETF | 1.2 | 55 | -11 | 7.5 | -3.4 |
WRND | IQ Global Equity R&D Leaders ETF | 1.2 | 18 | 26 | 8.4 | -2.5 |
KXI | iShares Global Consumer Staples ETF | 1.2 | 41 | 3 | 5.5 | -5.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.1 | 9 | 35 | 5.9 | -5.0 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 1.1 | 47 | -3 | 5.2 | -5.7 |
VEGI | iShares MSCI Agriculture Producers ETF | 1.1 | 39 | 5 | 8.4 | -2.5 |
KURE | KraneShares MSCI All China Health Care Index ETF | 1.0 | 65 | -21 | 3.1 | -7.9 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 1.0 | 58 | -14 | 4.7 | -6.2 |
DMAT | Global X Disruptive Materials ETF | 1.0 | 59 | -15 | 9.4 | -1.5 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 1.0 | 59 | -15 | 5.5 | -5.4 |
BRF | VanEck Brazil Small-Cap ETF | 1.0 | 66 | -22 | 11.0 | +0.1 |
BINV | Brandes International ETF | 1.0 | 70 | -26 | 9.6 | -1.4 |
CGV | Conductor Global Equity Value ETF | 0.9 | 130 | -86 | 8.7 | -2.2 |
FTAG | First Trust Indxx Global Agriculture ETF | 0.9 | 70 | -26 | 8.2 | -2.7 |
MXI | iShares Global Materials ETF | 0.9 | 41 | 3 | 7.8 | -3.1 |
CRIT | Optica Rare Earths & Critical Materials ETF Optica Rare Eart | 0.9 | 85 | -41 | 9.9 | -1.0 |
RAYC | Rayliant Quantamental China Equity ETF | 0.9 | 80 | -36 | 8.6 | -2.3 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 0.8 | 83 | -39 | 10.4 | -0.5 |
CHIQ | Global X MSCI China Consumer Discretionary ETF | 0.8 | 65 | -21 | 16.4 | +5.5 |
JXI | iShares Global Utilities ETF | 0.8 | 43 | 1 | 5.9 | -5.0 |
IPKW | Invesco International BuyBack Achievers ETF | 0.8 | 55 | -11 | 13.6 | +2.7 |
GMET | VanEck Green Metals ETF | 0.7 | 63 | -19 | 9.3 | -1.6 |
HAP | VanEck Natural Resources ETF | 0.7 | 50 | -6 | 9.6 | -1.4 |
TCHI | iShares MSCI China Multisector Tech ETF | 0.7 | 59 | -15 | 17.5 | +6.6 |
FPA | First Trust Asia Pacific ex-Japan AlphaDEX Fund | 0.7 | 80 | -36 | 9.7 | -1.2 |
COPY | Tweedy, Browne Insider + Value ETF | 0.7 | 80 | -36 | 11.7 | +0.8 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.7 | 46 | -2 | 5.6 | -5.3 |
CRAK | VanEck Oil Refiners ETF | 0.7 | 61 | -17 | 14.1 | +3.2 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 0.6 | 83 | -39 | 9.7 | -1.2 |
SHPP | Pacer Industrials and Logistics ETF | 0.6 | 60 | -16 | 8.4 | -2.5 |
MOO | VanEck Agribusiness ETF | 0.6 | 53 | -9 | 10.2 | -0.7 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 0.6 | 49 | -5 | 6.1 | -4.8 |
ARGT | Global X MSCI Argentina ETF | 0.6 | 59 | -15 | 4.3 | -6.6 |
ISHP | First Trust Nasdaq Retail ETF | 0.6 | 60 | -16 | 5.2 | -5.7 |
JETS | U.S. Global Jets ETF | 0.6 | 60 | -16 | 2.8 | -8.1 |
GII | SPDR S&P Global Infrastructure ETF | 0.6 | 40 | 4 | 4.7 | -6.2 |
ION | ProShares S&P Global Core Battery Metals ETF | 0.6 | 58 | -14 | 11.3 | +0.4 |
IGF | iShares Global Infrastructure ETF | 0.6 | 41 | 3 | 4.8 | -6.2 |
UIVM | VictoryShares International Value Momentum ETF | 0.6 | 35 | 9 | 9.0 | -1.9 |
BJK | VanEck Gaming ETF | 0.6 | 65 | -21 | 4.1 | -6.8 |
FTRI | First Trust Indxx Global Natural Resources Income ETF | 0.5 | 70 | -26 | 8.1 | -2.8 |
CGW | Invesco S&P Global Water Index ETF | 0.5 | 57 | -13 | 4.6 | -6.3 |
PIZ | Invesco Dorsey Wright Developed Markets Momentum ETF | 0.5 | 80 | -36 | 4.9 | -6.0 |
OSEA | Harbor International Compounders ETF | 0.5 | 55 | -11 | 4.6 | -6.3 |
RWX | SPDR Dow Jones International Real Estate ETF | 0.5 | 59 | -15 | 7.0 | -4.0 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.5 | 45 | -1 | 6.0 | -4.9 |
BRAZ | Global X Brazil Active ETF | 0.5 | 75 | -31 | 12.4 | +1.5 |
RWO | SPDR Dow Jones Global Real Estate ETF | 0.5 | 50 | -6 | 7.1 | -3.8 |
BATT | Amplify Lithium & Battery Technology ETF | 0.5 | 59 | -15 | 3.8 | -7.1 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.5 | 10 | 34 | 8.1 | -2.8 |
RNRG | Global X Renewable Energy Producers ETF | 0.4 | 66 | -22 | 5.6 | -5.3 |
SUPL | ProShares Supply Chain Logistics ETF | 0.4 | 58 | -14 | 11.3 | +0.4 |
RING | iShares MSCI Global Gold Miners ETF | 0.4 | 39 | 5 | 5.6 | -5.3 |
SLVP | iShares MSCI Global Silver Miners ETF | 0.4 | 39 | 5 | 8.3 | -2.6 |
REET | iShares Global REIT ETF | 0.4 | 14 | 30 | 7.6 | -3.3 |
ECNS | iShares MSCI China Small-Cap ETF | 0.4 | 59 | -15 | 9.6 | -1.3 |
AQWA | Global X Clean Water ETF | 0.4 | 50 | -6 | 4.9 | -6.0 |
HART | IQ Healthy Hearts ETF | 0.4 | 45 | -1 | 6.6 | -4.3 |
PIO | Invesco Global Water ETF | 0.4 | 75 | -31 | 4.7 | -6.2 |
DFGR | Dimensional Global Real Estate ETF | 0.4 | 22 | 22 | 7.5 | -3.4 |
IXP | iShares Global Comm Services ETF | 0.4 | 42 | 2 | 5.6 | -5.3 |
NLR | VanEck Uranium+Nuclear Energy ETF | 0.4 | 61 | -17 | 2.1 | -8.8 |
SHLD | Global X Defense Tech ETF | 0.4 | 50 | -6 | 3.5 | -7.4 |
WAR | U.S. Global Tech and Aerospace & Defense ETF | 0.4 | 60 | -16 | 3.4 | -7.5 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 0.4 | 75 | -31 | 3.1 | -7.8 |
OCEN | IQ Clean Oceans ETF | 0.3 | 45 | -1 | 6.2 | -4.7 |
EWS | iShares MSCI Singapore ETF | 0.3 | 50 | -6 | 5.3 | -5.6 |
IVAL | Alpha Architect International Quantitative Value ETF | 0.3 | 49 | -5 | 10.6 | -0.4 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 0.3 | 29 | 15 | 7.9 | -3.0 |
EAFG | Pacer Developed Markets Cash Cows Growth Leaders ETF | 0.3 | 65 | -21 | 3.6 | -7.3 |
EPHE | iShares MSCI Philippines ETF | 0.3 | 59 | -15 | 0.0 | -10.9 |
IDOG | ALPS International Sector Dividend Dogs ETF | 0.3 | 50 | -6 | 12.2 | +1.3 |
AVRE | Avantis Real Estate ETF | 0.3 | 17 | 27 | 7.1 | -3.8 |
BETZ | Roundhill Sports Betting & iGaming ETF | 0.3 | 75 | -31 | 2.0 | -8.9 |
BNGE | First Trust S-Network Streaming and Gaming ETF | 0.3 | 70 | -26 | 2.8 | -8.1 |
IDAT | iShares Future Cloud 5G and Tech ETF | 0.3 | 47 | -3 | 4.7 | -6.2 |
IGPT | Invesco AI and Next Gen Software ETF | 0.3 | 60 | -16 | 4.2 | -6.7 |
QTUM | Defiance Quantum ETF | 0.3 | 40 | 4 | 5.4 | -5.5 |
SNSR | Global X Internet of Things ETF | 0.3 | 68 | -24 | 4.4 | -6.5 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 0.3 | 45 | -1 | 2.9 | -8.0 |
CGGR | Capital Group Growth ETF | 0.3 | 39 | 5 | 3.3 | -7.7 |
CGDG | Capital Group Dividend Growers ETF | 0.3 | 47 | -3 | 6.2 | -4.7 |
ABLG | Abacus FCF International Leaders ETF | 0.3 | 59 | -15 | 6.3 | -4.6 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 0.3 | 70 | -26 | 5.2 | -5.7 |
CUT | Invesco MSCI Global Timber ETF | 0.3 | 61 | -17 | 10.0 | -1.0 |
WOOD | iShares Global Timber & Forestry ETF | 0.3 | 42 | 2 | 11.9 | +1.0 |
BOAT | SonicShares Global Shipping ETF | 0.3 | 69 | -25 | 31.6 | +20.7 |
KGRN | KraneShares MSCI China Clean Technology Index ETF | 0.2 | 79 | -35 | 3.6 | -7.3 |
FENI | Fidelity Enhanced International ETF | 0.2 | 28 | 16 | 6.7 | -4.2 |
INDF | Nifty India Financials ETF | 0.2 | 75 | -31 | 6.3 | -4.6 |
EXI | iShares Global Industrials ETF | 0.2 | 42 | 2 | 4.5 | -6.4 |
NATO | Themes Transatlantic Defense ETF | 0.2 | 35 | 9 | 2.4 | -8.6 |
GNR | SPDR S&P Global Natural Resources ETF | 0.2 | 40 | 4 | 11.3 | +0.4 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.2 | 62 | -18 | 3.6 | -7.3 |
ESPO | VanEck Video Gaming and eSports ETF | 0.2 | 56 | -12 | 4.2 | -6.7 |
FDNI | First Trust Dow Jones International Internet ETF | 0.2 | 65 | -21 | 18.4 | +7.5 |
HERO | Global X Video Games & Esports ETF | 0.2 | 50 | -6 | 3.9 | -7.0 |
OND | ProShares On-Demand ETF | 0.2 | 58 | -14 | 0.7 | -10.2 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 0.2 | 60 | -16 | 2.1 | -8.8 |
ETEC | iShares Breakthrough Environmental Solutions ETF | 0.2 | 47 | -3 | 3.5 | -7.5 |
CGRO | CoreValues Alpha Greater China Growth ETF | 0.2 | 75 | -31 | 3.8 | -7.1 |
INTF | iShares International Equity Factor ETF | 0.2 | 15 | 29 | 7.8 | -3.1 |
EPP | iShares MSCI Pacific ex-Japan ETF | 0.2 | 47 | -3 | 5.4 | -5.5 |
PID | Invesco International Dividend Achievers ETF | 0.2 | 53 | -9 | 5.5 | -5.4 |
FID | First Trust S&P International Dividend Aristocrats ETF | 0.2 | 60 | -16 | 8.1 | -2.8 |
WDIV | SPDR S&P Global Dividend ETF | 0.2 | 40 | 4 | 9.5 | -1.4 |
FPAG | FPA Global Equity ETF | 0.2 | 49 | -5 | 5.8 | -5.2 |
AVIV | Avantis International Large Cap Value ETF | 0.2 | 25 | 19 | 8.9 | -2.0 |
BLDG | Cambria Global Real Estate ETF | 0.2 | 60 | -16 | 12.0 | +1.1 |
EPU | iShares MSCI Peru and Global Exposure ETF | 0.2 | 59 | -15 | 7.2 | -3.7 |
FPXI | First Trust International Equity Opportunities ETF | 0.2 | 70 | -26 | 3.5 | -7.4 |
VGSR | Vert Global Sustainable Real Estate ETF | 0.2 | 47 | -3 | 7.3 | -3.6 |
FEOE | First Eagle Overseas Equity ETF | 0.2 | 79 | -35 | 8.2 | -2.7 |
FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 0.2 | 80 | -36 | 11.2 | +0.3 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 0.2 | 45 | -1 | 4.5 | -6.4 |
IQRA | IQ CBRE Real Assets ETF | 0.2 | 65 | -21 | 5.8 | -5.2 |
AIS | VistaShares Artificial Intelligence Supercycle ETF | 0.2 | 75 | -31 | 3.6 | -7.3 |
AVDE | Avantis International Equity ETF | 0.1 | 23 | 21 | 7.6 | -3.3 |
IXJ | iShares Global Healthcare ETF | 0.1 | 42 | 2 | 7.2 | -3.7 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.1 | 49 | -5 | 6.9 | -4.0 |
SMIN | iShares MSCI India Small Cap ETF | 0.1 | 79 | -35 | 3.6 | -7.3 |
URA | Global X Uranium ETF | 0.1 | 69 | -25 | 1.9 | -9.0 |
BOTT | Themes Robotics & Automation ETF | 0.1 | 35 | 9 | 4.7 | -6.2 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 0.1 | 39 | 5 | 5.9 | -5.1 |
COLO | Global X MSCI Colombia ETF | 0.1 | 62 | -18 | 18.1 | +7.2 |
SMOG | VanEck Low Carbon Energy ETF | 0.1 | 61 | -17 | 1.6 | -9.3 |
IVLU | iShares MSCI Intl Value Factor ETF | 0.1 | 30 | 14 | 10.7 | -0.2 |
IHAK | iShares Cybersecurity & Tech ETF | 0.1 | 47 | -3 | 3.5 | -7.4 |
IQLT | iShares MSCI Intl Quality Factor ETF | 0.1 | 30 | 14 | 6.2 | -4.7 |
DIHP | Dimensional International High Profitability ETF | 0.1 | 29 | 15 | 7.2 | -3.7 |
IPAC | iShares Core MSCI Pacific ETF | 0.1 | 9 | 35 | 6.7 | -4.2 |
IQSI | IQ Candriam International Equity ETF | 0.1 | 15 | 29 | 6.6 | -4.3 |
RXI | iShares Global Consumer Discretionary ETF | 0.0 | 41 | 3 | 9.1 | -1.8 |
DFIC | Dimensional International Core Equity 2 ETF | 0.0 | 23 | 21 | 7.6 | -3.3 |
BKIE | BNY Mellon International Equity ETF | 0.0 | 4 | 40 | 7.1 | -3.8 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 0.0 | 36 | 8 | 6.9 | -4.0 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.0 | 20 | 24 | 7.0 | -3.9 |
KSTR | KraneShares SSE STAR Market 50 Index ETF | 0.0 | 89 | -45 | 1.7 | -9.2 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 0.0 | 39 | 5 | 6.7 | -4.2 |
SETM | Sprott Energy Transition Materials ETF | 0.0 | 65 | -21 | 3.6 | -7.3 |
NIKL | Sprott Nickel Miners ETF | 0.0 | 75 | -31 | 11.0 | +0.1 |
DXIV | Dimensional International Vector Equity ETF | 0.0 | 34 | 10 | 8.0 | -2.9 |
EFG | iShares MSCI EAFE Growth ETF | 0.0 | 36 | 8 | 4.3 | -6.6 |
DFSI | Dimensional International Sustainability Core 1 ETF | 0.0 | 24 | 20 | 6.4 | -4.5 |
QEFA | SPDR MSCI EAFE StrategicFactors ETF | 0.0 | 30 | 14 | 7.0 | -3.9 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 0.0 | 20 | 24 | 6.5 | -4.4 |
DFAI | Dimensional International Core Equity Market ETF | 0.0 | 18 | 26 | 7.3 | -3.7 |
EFA | iShares MSCI EAFE ETF | 0.0 | 35 | 9 | 6.9 | -4.0 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 0.0 | 25 | 19 | 7.1 | -3.8 |
IDEV | iShares Core MSCI International Developed Markets ETF | 0.0 | 4 | 40 | 7.2 | -3.7 |
IEFA | iShares Core MSCI EAFE ETF | 0.0 | 7 | 37 | 7.2 | -3.8 |
IMTM | iShares MSCI Intl Momentum Factor ETF | 0.0 | 30 | 14 | 5.4 | -5.5 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.0 | 3 | 41 | 7.2 | -3.7 |
EFV | iShares MSCI EAFE Value ETF | 0.0 | 34 | 10 | 9.3 | -1.6 |
CTEC | Global X CleanTech ETF | 0.0 | 50 | -6 | 2.6 | -8.3 |
GINN | Goldman Sachs Innovate Equity ETF | 0.0 | 52 | -8 | 3.7 | -7.2 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.0 | 9 | 35 | 5.3 | -5.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.0 | 30 | 14 | 6.1 | -4.8 |
TOK | iShares MSCI Kokusai ETF | 0.0 | 26 | 18 | 5.2 | -5.7 |
URTH | iShares MSCI World ETF | 0.0 | 24 | 20 | 5.2 | -5.7 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.0 | 8 | 36 | 6.8 | -4.1 |
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 ![]() |
** | ** | ** | ** | ** | ** | ** |
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: |
JPMorgan Diversified Return Emerging Markets Equity ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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