iShares ESG MSCI EM Leaders ETF
ALTAR
Score™		 14.1% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 8.5x P/Sales
ratio		 1.2x
P/BV
ratio		 1.2x Div.
yield		 2.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
LDEM tracks a tier-weighted index composed of emerging market large- and midcap stocks with high environmental, social, and governance traits relative to their sector peers.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Blackrock
Website www.blackrock.com
Inception date Feb 05, 2020
Assets (mns) $31
Currency USD
Expense ratio 17 bp
Distributions Semi-annual

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 442
Wgt avg mkt cap (mns) $135,419
Large cap (>$10bn) 79.4%
Mid cap ($2-10bn) 20.2%
Small cap (<$2bn) 0.1%
Developed mkts 3.7%
Emerging mkts 96.3%

TOP TEN HOLDINGS
TAIWAN SEMICONDUCTOR MANUFAC 5.7 %
TENCENT HOLDINGS LTD 5.1 %
ALIBABA GROUP HOLDING LTD. 4.5 %
HDFC BANK LIMITED 3.3 %
CHINA CONSTRUCTION BANK-H 2.5 %
RELIANCE INDUSTRIES LTD 2.3 %
INFOSYS TECHNOLOGIES LTD 1.4 %
BYD CO LTD-H 1.3 %
NASPERS LIMITED LTD CLASS N 1.3 %
IND & COMM BK OF CHINA - H 1.3 %
Total 28.7 %

TOP COUNTRY EXPOSURE
CHINA 28.2 %
INDIA 16.7 %
TAIWAN 13.4 %
SOUTH KOREA 6.9 %
SOUTH AFRICA 5.0 %
BRAZIL 3.2 %
HONG KONG 2.9 %
SAUDI ARABIA 2.5 %
MEXICO 2.3 %
MALAYSIA 2.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
20.0% 19.1% 3.7% -- 2.9%

Market Correlations
versus... Beta R-squared
S&P500 0.80 41%
MSCI EAFE 0.91 60%
MSCI Emg. Mkts. 1.06 87%

Technical Indicators
Recent close $56.20
30d moving avg. $55.29
Annualized volatility 19.1%
Short interest (ETF) 1.7%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.4%
Bid/Ask (% of price) 0.33%
ADV underlying (mns) $18,285

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 440 potential alternatives to the iShares ESG MSCI EM Leaders ETF ETF based on the alternatives' overlap in portfolio holdings with LDEM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: LDEM Expense: 17 bp ALTAR Score™: 14.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH LDEM
Ticker Fund
Name		 Overlap1
vs LDEM
(%)		 Expense
ratio
(bp)		 Savings
vs LDEM
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs LDEM
(%)
EMXF iShares ESG Advanced MSCI EM ETF 60.5 16 1 8.6 -5.5
ESGE iShares ESG Aware MSCI EM ETF 52.6 25 -8 10.4 -3.7
EEM iShares MSCI Emerging Markets ETF 47.3 69 -52 10.5 -3.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 47.0 30 -13 10.6 -3.5
JHEM John Hancock Multifactor Emerging Markets ETF 45.5 49 -32 10.3 -3.7
EEMA iShares MSCI Emerging Markets Asia ETF 45.4 49 -32 10.4 -3.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 45.1 66 -49 9.7 -4.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 44.6 15 2 10.4 -3.7
BKF iShares MSCI BIC ETF 44.6 69 -52 13.8 -0.3
BKEM BNY Mellon Emerging Markets Equity ETF 43.2 11 6 10.2 -3.9
ECON Columbia Emerging Markets Consumer ETF 42.9 49 -32 12.6 -1.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 42.3 15 2 8.1 -6.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 42.2 70 -53 9.5 -4.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 42.0 36 -19 10.0 -4.1
PXH Invesco FTSE RAFI Emerging Markets ETF 41.7 49 -32 15.9 +1.9
IEMG iShares Core MSCI Emerging Markets ETF 41.3 9 8 10.6 -3.4
SCHE Schwab Emerging Markets Equity ETF 41.2 11 6 11.1 -3.0
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 41.1 45 -28 10.5 -3.6
EMXC iShares MSCI Emerging Markets ex China ETF 40.7 25 -8 7.8 -6.3
VWO Vanguard FTSE Emerging Markets ETF 40.1 7 10 10.3 -3.7
STXE Strive Emerging Markets Ex-China ETF 39.4 32 -15 7.9 -6.1
FLAX Franklin FTSE Asia Ex Japan ETF 39.3 19 -2 9.4 -4.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 39.2 32 -15 9.3 -4.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 38.5 33 -16 10.2 -3.9
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 38.3 39 -22 16.5 +2.4
NUEM Nuveen ESG Emerging Markets Equity ETF 38.2 36 -19 8.0 -6.1
DFAE Dimensional Emerging Core Equity Market ETF 37.8 35 -18 9.4 -4.6
SPEM SPDR Portfolio Emerging Markets ETF 37.6 7 10 10.7 -3.4
EMGF iShares Emerging Markets Equity Factor ETF 37.5 25 -8 11.9 -2.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 36.9 30 -13 9.2 -4.8
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 36.6 24 -7 8.2 -5.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 35.3 20 -3 10.9 -3.2
EEMO Invesco S&P Emerging Markets Momentum ETF 34.5 29 -12 6.6 -7.4
XCNY SPDR S&P Emerging Markets ex-China ETF 34.1 15 2 7.8 -6.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 33.5 41 -24 8.7 -5.3
GMF SPDR S&P Emerging Asia Pacific ETF 32.9 49 -32 9.6 -4.4
XC WisdomTree Emerging Markets Ex-China Fund 32.8 32 -15 6.3 -7.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 32.5 38 -21 9.3 -4.8
AIA iShares Asia 50 ETF 31.7 50 -33 12.9 -1.1
MCHI iShares MSCI China ETF 30.4 59 -42 17.7 +3.6
DEHP Dimensional Emerging Markets High Profitability ETF 30.2 41 -24 6.8 -7.3
XCEM Columbia EM Core ex-China ETF 29.3 16 1 8.4 -5.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 29.3 59 -42 9.0 -5.1
GXC SPDR S&P China ETF 29.3 59 -42 15.4 +1.4
DFEV Dimensional Emerging Markets Value ETF 29.0 43 -26 13.4 -0.6
FLCH Franklin FTSE China ETF 28.8 19 -2 16.0 +2.0
FDEM Fidelity Emerging Markets Multifactor ETF 28.7 25 -8 13.0 -1.1
KALL KraneShares MSCI All China Index ETF 26.6 49 -32 14.9 +0.9
RNEM First Trust Emerging Markets Equity Select ETF 26.3 75 -58 7.7 -6.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 25.4 50 -33 11.1 -3.0
AVEM Avantis Emerging Markets Equity ETF 25.2 33 -16 8.8 -5.3
MEM Matthews Emerging Markets Equity Active ETF 24.8 79 -62 8.1 -6.0
AVSE Avantis Responsible Emerging Markets Equity ETF 24.4 33 -16 8.6 -5.5
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 24.4 32 -15 7.0 -7.0
DEXC Dimensional Emerging Markets ex China Core EquityETF 24.0 53 -36 7.9 -6.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 24.0 25 -8 6.6 -7.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 23.8 75 -58 9.7 -4.3
EVLU iShares MSCI Emerging Markets Value Factor ETF 23.3 35 -18 18.6 +4.5
MINV Matthews Asia Innovators Active ETF 22.9 79 -62 7.4 -6.7
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 22.7 44 -27 10.7 -3.4
FXI iShares China Large-Cap ETF 22.7 74 -57 18.7 +4.7
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 22.6 40 -23 7.2 -6.9
FTHF First Trust Emerging Markets Human Flourishing ETF 21.9 75 -58 8.6 -5.5
CXSE WisdomTree China ex-State-Owned Enterprises Fund 21.2 32 -15 16.1 +2.0
ROAM Hartford Multifactor Emerging Markets ETF 20.8 44 -27 12.2 -1.8
EMC Global X Emerging Markets Great Consumer ETF 19.3 75 -58 11.0 -3.1
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 18.6 60 -43 11.1 -3.0
MCH Matthews China Active ETF 18.4 79 -62 14.3 +0.3
EMMF WisdomTree Emerging Markets Multifactor Fund 18.2 48 -31 7.5 -6.6
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 18.1 95 -78 11.8 -2.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 17.3 33 -16 8.8 -5.3
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 17.1 86 -69 13.6 -0.5
INDA iShares MSCI India ETF 16.6 65 -48 4.8 -9.3
KTEC KraneShares Hang Seng TECH Index ETF 16.1 69 -52 19.3 +5.2
EELV Invesco S&P Emerging Markets Low Volatility ETF 16.0 29 -12 9.2 -4.8
AVES Avantis Emerging Markets Value ETF 15.7 36 -19 11.1 -3.0
ACWX iShares MSCI ACWI ex U.S. ETF 15.6 34 -17 7.8 -6.3
PIN Invesco India ETF 15.5 78 -61 4.8 -9.3
JCHI JPMorgan Active China ETF 15.4 65 -48 15.5 +1.4
KWEB KraneShares CSI China Internet ETF 14.9 69 -52 25.1 +11.0
FDNI First Trust Dow Jones International Internet ETF 14.4 65 -48 21.3 +7.3
DEM WisdomTree Emerging Markets High Dividend Fund 14.4 63 -46 13.3 -0.8
FLIN Franklin FTSE India ETF 14.3 19 -2 4.2 -9.8
VSGX Vanguard ESG International Stock ETF 14.2 10 7 7.7 -6.4
VEU Vanguard FTSE All-World ex-US Index Fund 14.0 4 13 8.1 -5.9
EWT iShares MSCI Taiwan ETF 14.0 58 -41 6.7 -7.4
FLTW Franklin FTSE Taiwan ETF 14.0 19 -2 6.8 -7.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 13.7 41 -24 7.5 -6.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 13.6 18 -1 7.9 -6.2
IXUS iShares Core MSCI Total International Stock ETF 13.5 7 10 7.9 -6.1
TCHI iShares MSCI China Multisector Tech ETF 13.5 59 -42 16.6 +2.6
UEVM VictoryShares Emerging Markets Value Momentum ETF 13.4 45 -28 10.7 -3.3
INDY iShares India 50 ETF 13.0 89 -72 5.1 -9.0
VXUS Vanguard Total International Stock ETF 12.9 5 12 7.9 -6.1
PATN Pacer Nasdaq International Patent Leaders ETF 12.9 65 -48 6.2 -7.8
EPI WisdomTree India Earnings Fund 12.8 85 -68 5.3 -8.7
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 11.0 88 -71 8.9 -5.1
CHIQ Global X MSCI China Consumer Discretionary ETF 10.8 65 -48 16.2 +2.2
FEM First Trust Emerging Markets AlphaDEX Fund 10.7 80 -63 11.2 -2.8
NFTY First Trust India NIFTY 50 Equal Weight ETF 10.6 80 -63 5.2 -8.9
CWI SPDR MSCI ACWI ex-US ETF 10.6 30 -13 7.7 -6.4
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 10.4 90 -73 7.0 -7.1
MOTI VanEck Morningstar International Moat ETF 10.1 58 -41 12.0 -2.0
ACWV iShares MSCI Global Min Vol Factor ETF 9.9 20 -3 6.2 -7.9
CHAT Roundhill Generative AI & Technology ETF 9.9 75 -58 9.4 -4.6
VYMI Vanguard International High Dividend Yield ETF 9.7 17 0 9.5 -4.5
FRDM Freedom 100 Emerging Markets ETF 9.4 49 -32 8.5 -5.6
JIG JPMorgan International Growth ETF 9.3 55 -38 4.8 -9.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 9.0 30 -13 7.9 -6.2
CGRO CoreValues Alpha Greater China Growth ETF 8.7 75 -58 4.5 -9.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 8.2 42 -25 7.2 -6.8
IQDF FlexShares International Quality Dividend Index Fund 7.7 47 -30 8.9 -5.1
ANEW ProShares MSCI Transformational Changes ETF 7.5 45 -28 6.1 -8.0
WRND IQ Global Equity R&D Leaders ETF 7.5 18 -1 8.2 -5.8
IXP iShares Global Comm Services ETF 7.4 42 -25 5.6 -8.5
MOTG VanEck Morningstar Global Wide Moat ETF 7.3 52 -35 7.7 -6.3
FBOT Fidelity Disruptive Automation ETF 7.2 50 -33 3.6 -10.4
EWY iShares MSCI South Korea ETF 7.1 58 -41 8.7 -5.3
CLNR IQ Cleaner Transport ETF 7.1 45 -28 6.6 -7.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 7.0 47 -30 8.4 -5.7
BNGE First Trust S-Network Streaming and Gaming ETF 7.0 70 -53 2.6 -11.5
CQQQ Invesco China Technology ETF 6.9 70 -53 12.2 -1.8
SOCL Global X Social Media ETF 6.7 65 -48 8.9 -5.2
DVYE iShares Emerging Markets Dividend ETF 6.7 49 -32 18.5 +4.4
FLKR Franklin FTSE South Korea ETF 6.7 9 8 9.4 -4.7
FMET Fidelity Metaverse ETF 6.5 39 -22 4.7 -9.3
IVES Wedbush ETFMG Global Cloud Technology ETF 6.4 68 -51 7.3 -6.7
KNCT Invesco Next Gen Connectivity ETF 6.3 40 -23 4.8 -9.2
RXI iShares Global Consumer Discretionary ETF 6.2 41 -24 9.3 -4.8
IWTR iShares MSCI Water Management Multisector ETF 6.1 47 -30 5.8 -8.2
DSTX Distillate International Fundamental Stability & Value ETF 6.0 55 -38 7.9 -6.1
RODE Hartford Multifactor Diversified International ETF 6.0 29 -12 11.4 -2.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.9 20 -3 5.6 -8.4
CGXU Capital Group International Focus Equity ETF 5.8 54 -37 5.6 -8.5
FLLA Franklin FTSE Latin America ETF 5.6 19 -2 12.9 -1.1
ACWI iShares MSCI ACWI ETF 5.5 32 -15 5.5 -8.5
ESPO VanEck Video Gaming and eSports ETF 5.4 56 -39 3.9 -10.2
ODDS Pacer BlueStar Digital Entertainment ETF 5.4 60 -43 2.1 -11.9
METV Roundhill Ball Metaverse ETF 5.4 59 -42 7.8 -6.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.3 12 5 5.2 -8.9
ADIV SmartETFs Asia Pacific Dividend Builder ETF 5.2 78 -61 9.4 -4.6
KLMT Invesco MSCI Global Climate 500 ETF 5.2 10 7 5.7 -8.3
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 5.1 60 -43 8.1 -5.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.1 65 -48 8.1 -6.0
AGQI First Trust Active Global Quality Income ETF 5.1 85 -68 4.9 -9.2
IVRS iShares Future Metaverse Tech and Communications ETF 5.1 47 -30 2.5 -11.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 5.1 75 -58 4.7 -9.3
EYLD Cambria Emerging Shareholder Yield ETF 5.1 66 -49 12.3 -1.8
SDEM Global X MSCI SuperDividend Emerging Markets ETF 5.0 67 -50 13.6 -0.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.9 75 -58 3.1 -11.0
NDIA Global X India Active ETF 4.9 75 -58 5.0 -9.1
AIVC Amplify Bloomberg AI Value Chain ETF 4.9 59 -42 5.5 -8.5
EZA iShares MSCI South Africa ETF 4.8 58 -41 10.4 -3.7
DEW WisdomTree Global High Dividend Fund 4.8 58 -41 8.4 -5.7
IXN iShares Global Tech ETF 4.8 41 -24 3.6 -10.5
EDIV SPDR S&P Emerging Markets Dividend ETF 4.8 49 -32 11.9 -2.2
INDF Nifty India Financials ETF 4.7 75 -58 8.6 -5.5
VT Vanguard Total World Stock ETF 4.7 6 11 5.9 -8.2
XT iShares Exponential Technologies ETF 4.7 46 -29 4.9 -9.1
WWJD Inspire International ETF 4.7 80 -63 7.3 -6.8
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 4.6 80 -63 9.1 -4.9
ARVR First Trust Indxx Metaverse ETF 4.6 70 -53 4.0 -10.1
GLOF iShares Global Equity Factor ETF 4.5 20 -3 6.5 -7.6
FILL iShares MSCI Global Energy Producers ETF 4.4 39 -22 11.6 -2.5
VIDI Vident International Equity Strategy ETF 4.4 61 -44 10.9 -3.1
VIGI Vanguard International Dividend Appreciation ETF 4.1 10 7 6.3 -7.7
IGRO iShares International Dividend Growth ETF 4.1 15 2 7.3 -6.8
NXTG First Trust Indxx NextG ETF 4.1 70 -53 5.3 -8.8
AFK VanEck Africa Index ETF 4.1 98 -81 12.0 -2.1
JSTC Adasina Social Justice All Cap Global ETF 4.0 89 -72 4.8 -9.3
BLES Inspire Global Hope ETF 3.8 61 -44 6.8 -7.3
IBLC iShares Blockchain and Tech ETF 3.8 47 -30 -3.1 -17.1
EMM Global X Emerging Markets ex-China ETF 3.7 75 -58 6.5 -7.6
SCHY Schwab International Dividend Equity ETF 3.7 14 3 9.7 -4.4
OAIM OneAscent International Equity ETF 3.6 95 -78 5.7 -8.4
GVAL Cambria Global Value ETF 3.6 68 -51 10.5 -3.6
INCO Columbia India Consumer ETF 3.6 75 -58 1.9 -12.1
ECOW Pacer Emerging Markets Cash Cows 100 ETF 3.4 70 -53 13.1 -1.0
FLN First Trust Latin America AlphaDEX Fund 3.4 80 -63 10.4 -3.7
ILF iShares Latin America 40 ETF 3.3 48 -31 12.9 -1.2
VPL Vanguard FTSE Pacific ETF 3.2 7 10 6.8 -7.2
EWZ iShares MSCI Brazil ETF 3.2 58 -41 13.2 -0.9
SDG iShares MSCI Global Sustainable Development Goals ETF 3.2 49 -32 5.8 -8.2
DGT SPDR Global Dow ETF 3.2 50 -33 7.0 -7.0
AIQ Global X Artificial Intelligence & Technology ETF 3.1 68 -51 3.8 -10.2
GSIB Themes Global Systemically Important Banks ETF 3.0 35 -18 9.2 -4.8
FLBR Franklin FTSE Brazil ETF 2.9 19 -2 14.5 +0.4
IXG iShares Global Financials ETF 2.8 42 -25 6.5 -7.5
FCA First Trust China AlphaDEX Fund 2.8 80 -63 8.3 -5.7
IDRV iShares Self-driving EV & Tech ETF 2.8 47 -30 1.8 -12.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.7 39 -22 -0.9 -14.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.6 9 8 5.7 -8.4
FLSA Franklin FTSE Saudi Arabia ETF 2.6 39 -22 0.0 -14.1
KSA iShares MSCI Saudi Arabia ETF 2.6 74 -57 0.0 -14.1
ERTH Invesco MSCI Sustainable Future ETF 2.5 62 -45 3.7 -10.4
DRIV Global X Autonomous & Electric Vehicles ETF 2.4 68 -51 5.0 -9.0
KGRN KraneShares MSCI China Clean Technology Index ETF 2.4 79 -62 0.4 -13.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.4 46 -29 9.9 -4.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -48 2.1 -12.0
DWX SPDR S&P International Dividend ETF 2.4 45 -28 6.1 -7.9
FDCF Fidelity Disruptive Communications ETF 2.4 50 -33 2.8 -11.3
FEOE First Eagle Overseas Equity ETF 2.3 79 -62 8.0 -6.0
IBUY Amplify Online Retail ETF 2.3 65 -48 0.9 -13.2
UIVM VictoryShares International Value Momentum ETF 2.3 35 -18 8.9 -5.1
EWW iShares MSCI Mexico ETF 2.3 50 -33 10.2 -3.9
OBOR KraneShares MSCI One Belt One Road Index ETF 2.2 79 -62 9.0 -5.0
PBD Invesco Global Clean Energy ETF 2.2 75 -58 -0.3 -14.4
ASEA Global X FTSE Southeast Asia ETF 2.2 65 -48 6.7 -7.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.2 80 -63 9.6 -4.5
JPIN J.P. Morgan Diversified Return International Equity ETF 2.2 37 -20 8.3 -5.7
FPXI First Trust International Equity Opportunities ETF 2.2 70 -53 4.2 -9.9
EWM iShares MSCI Malaysia ETF 2.1 50 -33 6.9 -7.1
IPKW Invesco International BuyBack Achievers ETF 2.1 55 -38 12.5 -1.6
FLMX Franklin FTSE Mexico ETF 2.1 19 -2 10.5 -3.6
FID First Trust S&P International Dividend Aristocrats ETF 2.0 60 -43 7.9 -6.2
WDIV SPDR S&P Global Dividend ETF 2.0 40 -23 9.2 -4.8
COPY Tweedy, Browne Insider + Value ETF 2.0 80 -63 11.8 -2.3
MOTO SmartETFs Smart Transportation & Technology ETF 2.0 68 -51 7.2 -6.8
GLIN VanEck India Growth Leaders ETF 1.9 77 -60 7.1 -7.0
UAE iShares MSCI UAE ETF 1.9 59 -42 0.0 -14.1
OGIG ALPS O'Shares Global Internet Giants ETF 1.9 48 -31 1.6 -12.5
KURE KraneShares MSCI All China Health Care Index ETF 1.9 65 -48 2.6 -11.5
GINN Goldman Sachs Innovate Equity ETF 1.9 52 -35 3.7 -10.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.8 49 -32 6.8 -7.2
PICK iShares MSCI Global Metals & Mining Producers ETF 1.8 39 -22 12.7 -1.4
GGME Invesco Next Gen Media and Gaming ETF 1.8 60 -43 4.2 -9.9
FNDF Schwab Fundamental International Large Co. Index ETF 1.8 25 -8 9.6 -4.5
RCGE RockCreek Global Equality ETF 1.8 95 -78 6.7 -7.4
FEGE First Eagle Global Equity ETF 1.7 79 -62 7.0 -7.1
TTAI FCF International Quality ETF 1.7 59 -42 7.2 -6.8
ISHP First Trust Nasdaq Retail ETF 1.7 60 -43 5.4 -8.6
JGLO JPMorgan Global Select Equity ETF 1.7 33 -16 4.9 -9.1
SMOG VanEck Low Carbon Energy ETF 1.7 61 -44 1.8 -12.3
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.7 86 -69 0.4 -13.6
BATT Amplify Lithium & Battery Technology ETF 1.7 59 -42 3.6 -10.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.7 72 -55 -0.9 -15.0
IBAT iShares Energy Storage & Materials ETF 1.7 47 -30 3.8 -10.3
LIT Global X Lithium & Battery Tech ETF 1.7 75 -58 4.8 -9.2
OCEN IQ Clean Oceans ETF 1.7 45 -28 6.0 -8.0
ARTY iShares Future AI & Tech ETF 1.6 47 -30 3.6 -10.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.6 24 -7 7.4 -6.6
HFXI IQ FTSE International Equity Currency Neutral ETF 1.6 20 -3 7.1 -7.0
EPOL iShares MSCI Poland ETF 1.5 59 -42 11.3 -2.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.5 45 -28 8.8 -5.2
OND ProShares On-Demand ETF 1.5 58 -41 0.7 -13.4
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.4 12 5 8.1 -6.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.4 61 -44 1.5 -12.6
BWEB Bitwise Web3 ETF 1.4 85 -68 -0.1 -14.2
THD iShares MSCI Thailand ETF 1.4 58 -41 0.0 -14.1
VEA Vanguard FTSE Developed Markets ETF 1.4 3 14 7.2 -6.8
SCHF Schwab International Equity ETF 1.3 6 11 7.3 -6.8
RING iShares MSCI Global Gold Miners ETF 1.3 39 -22 4.7 -9.4
IOO iShares Global 100 ETF 1.3 41 -24 4.8 -9.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -63 5.0 -9.1
CARZ First Trust NASDAQ Global Auto Index Fund 1.3 70 -53 4.8 -9.3
BUYZ Franklin Disruptive Commerce ETF 1.3 50 -33 2.2 -11.9
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -58 5.2 -8.9
IDV iShares International Select Dividend ETF 1.2 51 -34 10.6 -3.4
FNDC Schwab Fundamental International Small Co. Index ETF 1.2 39 -22 5.8 -8.3
WUGI AXS Esoterica NextG Economy ETF 1.2 75 -58 2.3 -11.8
SPDW SPDR Portfolio Developed World ex-US ETF 1.2 3 14 7.0 -7.0
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.2 60 -43 10.8 -3.3
ROBO ROBO Global Robotics & Automation Index ETF 1.2 95 -78 3.4 -10.6
FTAG First Trust Indxx Global Agriculture ETF 1.1 70 -53 8.2 -5.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.1 58 -41 4.7 -9.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.1 61 -44 -2.0 -16.1
KPOP KPOP and Korean Entertainment ETF 1.1 75 -58 2.0 -12.1
GSFP Goldman Sachs Future Planet Equity ETF 1.1 75 -58 4.8 -9.3
CGIE Capital Group International Equity ETF 1.1 54 -37 5.1 -9.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.0 47 -30 5.8 -8.3
ICLN iShares Global Clean Energy ETF 1.0 41 -24 5.2 -8.9
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 1.0 58 -41 9.8 -4.3
FEUZ First Trust Eurozone AlphaDEX ETF 0.9 80 -63 9.1 -5.0
GREK Global X MSCI Greece ETF 0.9 57 -40 10.9 -3.2
PGJ Invesco Golden Dragon China ETF 0.9 70 -53 12.5 -1.6
TPIF Timothy Plan International ETF 0.9 62 -45 6.2 -7.8
KXI iShares Global Consumer Staples ETF 0.9 41 -24 5.5 -8.5
CZA Invesco Zacks Mid-Cap ETF 0.9 72 -55 6.5 -7.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -39 10.7 -3.4
TEMP JPMorgan Climate Change Solutions ETF 0.8 49 -32 5.8 -8.3
DGIN VanEck Digital India ETF 0.8 71 -54 2.2 -11.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.8 45 -28 4.0 -10.1
CNYA iShares MSCI China A ETF 0.8 60 -43 6.3 -7.8
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 0.8 65 -48 6.9 -7.1
UMMA Wahed Dow Jones Islamic World ETF 0.8 65 -48 5.4 -8.6
URA Global X Uranium ETF 0.8 69 -52 1.7 -12.3
GCOW Pacer Global Cash Cows Dividend ETF 0.8 60 -43 10.9 -3.2
CRAK VanEck Oil Refiners ETF 0.8 61 -44 13.7 -0.3
FEP First Trust Europe AlphaDEX Fund 0.8 80 -63 9.1 -5.0
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -48 12.1 -2.0
ETEC iShares Breakthrough Environmental Solutions ETF 0.8 47 -30 3.3 -10.8
ION ProShares S&P Global Core Battery Metals ETF 0.8 58 -41 9.7 -4.4
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 -22 8.6 -5.5
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.8 10 7 8.0 -6.1
CIL VictoryShares International Volatility Wtd ETF 0.7 45 -28 6.6 -7.5
BRAZ Global X Brazil Active ETF 0.7 75 -58 12.6 -1.4
EV Mast Global Battery Recycling & Production ETF 0.7 65 -48 10.5 -3.6
IQSI IQ Candriam International Equity ETF 0.7 15 2 6.6 -7.4
QAT iShares MSCI Qatar ETF 0.7 59 -42 44.8 +30.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.7 34 -17 6.1 -8.0
GMET VanEck Green Metals ETF 0.6 63 -46 9.1 -4.9
FLHK Franklin FTSE Hong Kong ETF 0.6 9 8 6.7 -7.4
OZEM Roundhill GLP-1 & Weight Loss ETF 0.6 59 -42 0.5 -13.6
THNR Amplify Weight Loss Drug & Treatment ETF 0.6 59 -42 6.8 -7.3
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.6 85 -68 8.7 -5.3
TUR iShares MSCI Turkey ETF 0.6 58 -41 17.0 +2.9
EPU iShares MSCI Peru and Global Exposure ETF 0.6 59 -42 6.7 -7.4
IPAV Global X Infrastructure Development ex-U.S. ETF 0.6 55 -38 7.7 -6.3
CGV Conductor Global Equity Value ETF 0.6 130 -113 8.3 -5.8
ECH iShares MSCI Chile ETF 0.5 58 -41 8.5 -5.5
SUPL ProShares Supply Chain Logistics ETF 0.5 58 -41 11.8 -2.3
SHPP Pacer Industrials and Logistics ETF 0.5 60 -43 8.6 -5.4
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 -21 4.5 -9.5
BINV Brandes International ETF 0.5 70 -53 9.4 -4.6
EMIF iShares Emerging Markets Infrastructure ETF 0.5 60 -43 5.0 -9.0
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 0.5 55 -38 7.1 -6.9
DMAT Global X Disruptive Materials ETF 0.5 59 -42 7.8 -6.2
IDOG ALPS International Sector Dividend Dogs ETF 0.5 50 -33 12.1 -2.0
RAYC Rayliant Quantamental China Equity ETF 0.5 80 -63 7.4 -6.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 -3 6.9 -7.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.5 46 -29 5.6 -8.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 13 6.1 -7.9
EATZ AdvisorShares Restaurant ETF 0.4 101 -84 7.1 -7.0
JOET Virtus Terranova US Quality Momentum ETF 0.4 29 -12 4.7 -9.4
TMFG Motley Fool Global Opportunities ETF 0.4 85 -68 3.9 -10.2
VAMO Cambria Value & Momentum ETF 0.4 61 -44 5.8 -8.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 2 6.0 -8.1
LYLD Cambria Large Cap Shareholder Yield ETF 0.4 59 -42 9.4 -4.6
LIVR Intelligent Livermore ETF 0.4 69 -52 5.4 -8.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.4 65 -48 4.6 -9.5
FDLS Inspire Fidelis Multi Factor ETF 0.4 76 -59 5.1 -9.0
JETS U.S. Global Jets ETF 0.4 60 -43 2.6 -11.4
INQQ India Internet & Ecommerce ETF 0.4 86 -69 1.3 -12.7
RFEU First Trust Riverfront Dynamic Europe ETF 0.4 83 -66 10.6 -3.4
VGK Vanguard FTSE Europe ETF 0.4 6 11 7.5 -6.6
HAP VanEck Natural Resources ETF 0.4 50 -33 9.4 -4.7
IDHQ Invesco S&P International Developed High Quality ETF 0.4 29 -12 6.6 -7.4
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.4 42 -25 9.7 -4.3
BKIE BNY Mellon International Equity ETF 0.4 4 13 7.0 -7.0
EBIZ Global X E-Commerce ETF 0.4 50 -33 3.8 -10.2
IGPT Invesco AI and Next Gen Software ETF 0.4 60 -43 4.3 -9.8
SPEU SPDR Portfolio Europe ETF 0.4 7 10 7.4 -6.7
IQRA IQ CBRE Real Assets ETF 0.4 65 -48 5.7 -8.4
MXI iShares Global Materials ETF 0.4 41 -24 7.6 -6.5
FPAG FPA Global Equity ETF 0.4 49 -32 5.7 -8.3
MOO VanEck Agribusiness ETF 0.4 53 -36 10.3 -3.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 8 7.9 -6.1
FDD First Trust Stoxx European Select Dividend Index Fund 0.3 58 -41 11.3 -2.7
FLEE Franklin FTSE Europe ETF 0.3 9 8 7.3 -6.8
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 8 7.2 -6.8
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 -2 5.8 -8.3
JHDV John Hancock U.S. High Dividend ETF 0.3 34 -17 6.6 -7.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -63 10.6 -3.5
DTAN Sparkline International Intangible Value ETF 0.3 55 -38 8.5 -5.5
INTF iShares International Equity Factor ETF 0.3 15 2 7.6 -6.5
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 -22 11.0 -3.0
GII SPDR S&P Global Infrastructure ETF 0.3 40 -23 4.7 -9.4
IGF iShares Global Infrastructure ETF 0.3 41 -24 4.7 -9.4
FDHT Fidelity Digital Health ETF 0.3 39 -22 0.9 -13.2
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.3 80 -63 13.8 -0.3
HERO Global X Video Games & Esports ETF 0.3 50 -33 3.8 -10.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.3 70 -53 4.8 -9.3
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 0.3 60 -43 4.1 -10.0
EIDO iShares MSCI Indonesia ETF 0.3 59 -42 8.1 -6.0
IDX VanEck Indonesia Index ETF 0.3 57 -40 7.2 -6.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.3 79 -62 4.9 -9.1
NUKZ Range Nuclear Renaissance Index ETF 0.3 85 -68 2.1 -12.0
CGW Invesco S&P Global Water Index ETF 0.3 57 -40 4.6 -9.5
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -66 9.4 -4.7
SDIV Global X Superdividend ETF 0.2 58 -41 41.3 +27.3
FTRI First Trust Indxx Global Natural Resources Income ETF 0.2 70 -53 7.6 -6.5
SCHC Schwab International Small-Cap Equity ETF 0.2 11 6 6.6 -7.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 9 6.1 -7.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.2 68 -51 2.4 -11.6
COLO Global X MSCI Colombia ETF 0.2 62 -45 16.8 +2.7
FYLD Cambria Foreign Shareholder Yield ETF 0.2 59 -42 11.6 -2.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 -22 7.9 -6.1
VRAI Virtus Real Asset Income ETF 0.2 55 -38 10.1 -4.0
BOAT SonicShares Global Shipping ETF 0.2 69 -52 27.3 +13.2
ARKF ARK Fintech Innovation ETF 0.2 75 -58 -0.4 -14.5
NERD Roundhill Video Games ETF 0.2 50 -33 3.1 -11.0
ABLG Abacus FCF International Leaders ETF 0.2 59 -42 6.9 -7.2
BOUT Innovator IBD Breakout Opportunities ETF 0.2 81 -64 2.7 -11.3
TRFM AAM Transformers ETF 0.2 49 -32 1.3 -12.7
AGNG Global X Aging Population ETF 0.1 50 -33 4.9 -9.2
PIO Invesco Global Water ETF 0.1 75 -58 4.2 -9.8
EPHE iShares MSCI Philippines ETF 0.1 59 -42 0.0 -14.1
AQWA Global X Clean Water ETF 0.1 50 -33 4.8 -9.3
COPX Global X Copper Miners ETF 0.1 65 -48 7.6 -6.5
SILJ ETFMG Prime Junior Silver Miners ETF 0.1 69 -52 2.6 -11.5
SETM Sprott Energy Transition Materials ETF 0.1 65 -48 2.8 -11.3
ICOP iShares Copper and Metals Mining ETF 0.1 47 -30 8.6 -5.4
AGMI Themes Silver Miners ETF 0.1 35 -18 5.6 -8.5
PNQI Invesco NASDAQ Internet ETF 0.1 60 -43 3.3 -10.7
CUT Invesco MSCI Global Timber ETF 0.1 61 -44 10.3 -3.8
WOOD iShares Global Timber & Forestry ETF 0.1 42 -25 12.0 -2.1
JXI iShares Global Utilities ETF 0.1 43 -26 5.9 -8.2
FCLD Fidelity Cloud Computing ETF 0.1 39 -22 3.2 -10.9
EXI iShares Global Industrials ETF 0.1 42 -25 4.5 -9.6
SAGP Strategas Global Policy Opportunities ETF 0.1 65 -48 5.4 -8.7
IXJ iShares Global Healthcare ETF 0.1 42 -25 7.3 -6.8
AVRE Avantis Real Estate ETF 0.1 17 0 7.1 -6.9
REET iShares Global REIT ETF 0.1 14 3 7.4 -6.6
RWO SPDR Dow Jones Global Real Estate ETF 0.1 50 -33 7.0 -7.1
RWX SPDR Dow Jones International Real Estate ETF 0.1 59 -42 6.9 -7.2
DFGR Dimensional Global Real Estate ETF 0.1 22 -5 7.4 -6.6
MDEV First Trust Indxx Medical Devices ETF 0.1 70 -53 4.5 -9.5
ILIT iShares Lithium Miners and Producers ETF 0.1 47 -30 6.8 -7.2
HART IQ Healthy Hearts ETF 0.1 45 -28 6.6 -7.4
HEAL Global X HealthTech ETF 0.1 50 -33 -0.7 -14.8
APIE ActivePassive International Equity ETF 0.1 45 -28 7.6 -6.5
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -58 -0.3 -14.4
VCLN Virtus Duff & Phelps Clean Energy ETF 0.1 59 -42 5.0 -9.1
VYM Vanguard High Dividend Yield Index ETF 0.1 6 11 7.0 -7.0
AWAY ETFMG Travel Tech ETF 0.1 76 -59 -0.9 -14.9
SHLD Global X Defense Tech ETF 0.1 50 -33 3.3 -10.8
GNOM Global X Genomics & Biotechnology ETF 0.1 50 -33 -3.0 -17.1
CGDG Capital Group Dividend Growers ETF 0.1 47 -30 6.3 -7.8
SIL Global X Silver Miners ETF 0.1 65 -48 3.2 -10.9
IBRN iShares Neuroscience and Healthcare ETF 0.1 47 -30 0.0 -14.1
DVYA iShares Asia/Pacific Dividend ETF 0.1 49 -32 7.7 -6.4
QINT American Century Quality Diversified International ETF 0.1 39 -22 7.3 -6.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 -22 6.7 -7.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -25 5.4 -8.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 -4 3.7 -10.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 6 4.9 -9.2
RNRG Global X Renewable Energy Producers ETF 0.0 66 -49 5.5 -8.5
DFIV Dimensional International Value ETF 0.0 27 -10 9.6 -4.4
EFRA iShares Environmental Infrastructure and Industrials ETF 0.0 47 -30 5.1 -8.9
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 8 4.7 -9.4
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 -22 6.8 -7.3
DFAI Dimensional International Core Equity Market ETF 0.0 18 -1 7.1 -6.9
WNDY Global X Wind Energy ETF 0.0 50 -33 5.6 -8.5
DFIC Dimensional International Core Equity 2 ETF 0.0 23 -6 7.4 -6.7
DXIV Dimensional International Vector Equity ETF 0.0 34 -17 7.8 -6.2
AVSD Avantis Responsible International Equity ETF 0.0 23 -6 5.7 -8.4
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.0 65 -48 4.9 -9.1
CNXT VanEck ChiNext ETF 0.0 65 -48 4.2 -9.9
EBI Longview Advantage ETF 0.0 35 -18 6.5 -7.6
DIHP Dimensional International High Profitability ETF 0.0 29 -12 7.2 -6.9

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:		 iShares ESG MSCI EM Leaders 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 16.0 %
Divided by: Fwd. P/BV 1.1 x
Less: Expense ratio 17 bp
Equals: ALTAR Score 14.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.51 CATEGORY
AVERAGE		 1.51
 
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.