iShares ESG MSCI EM Leaders ETF
ALTAR
Score™		 11.4% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 10.7x P/Sales
ratio		 1.3x
P/BV
ratio		 1.3x Div.
yield		 2.1%


  • 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) $33
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 430
Wgt avg mkt cap (mns) $157,646
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 5.5 %
ALIBABA GROUP HOLDING LTD. 4.6 %
TENCENT HOLDINGS LTD 4.6 %
HDFC BANK LIMITED 2.8 %
RELIANCE INDUSTRIES LTD 2.5 %
CHINA CONSTRUCTION BANK-H 2.2 %
DELTA ELECTRONICS INC 1.5 %
INFOSYS TECHNOLOGIES LTD 1.3 %
NASPERS LIMITED LTD CLASS N 1.3 %
IND & COMM BK OF CHINA - H 1.2 %
Total 27.4 %

TOP COUNTRY EXPOSURE
CHINA 26.7 %
INDIA 15.7 %
TAIWAN 13.7 %
SOUTH KOREA 7.4 %
SOUTH AFRICA 5.8 %
BRAZIL 3.4 %
HONG KONG 2.6 %
MEXICO 2.5 %
MALAYSIA 2.3 %
SAUDI ARABIA 2.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
32.5% 32.5% 2.6% -- 4.7%

Market Correlations
versus... Beta R-squared
S&P500 0.63 46%
MSCI EAFE 0.81 55%
MSCI Emg. Mkts. 0.95 88%

Technical Indicators
Recent close $59.99
30d moving avg. $58.17
Annualized volatility 17.6%
Short interest (ETF) 0.5%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.2%
Bid/Ask (% of price) 0.52%
ADV underlying (mns) $18,285

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 443 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™: 11.4%


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 54.4 16 1 7.2 -4.3
ESGE iShares ESG Aware MSCI EM ETF 48.5 25 -8 8.5 -2.9
EEM iShares MSCI Emerging Markets ETF 44.0 69 -52 8.1 -3.3
JHEM John Hancock Multifactor Emerging Markets ETF 43.9 49 -32 8.3 -3.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 43.4 30 -13 8.1 -3.3
BKF iShares MSCI BIC ETF 42.8 69 -52 11.8 +0.4
PXH Invesco FTSE RAFI Emerging Markets ETF 42.5 49 -32 13.7 +2.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 42.3 66 -49 7.7 -3.7
EEMA iShares MSCI Emerging Markets Asia ETF 42.2 49 -32 7.9 -3.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 42.0 15 2 8.5 -2.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 41.2 15 2 6.6 -4.8
ECON Columbia Emerging Markets Consumer ETF 41.1 49 -32 10.0 -1.4
BKEM BNY Mellon Emerging Markets Equity ETF 39.6 11 6 8.0 -3.4
SCHE Schwab Emerging Markets Equity ETF 39.4 11 6 9.5 -1.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 39.3 30 -13 7.6 -3.8
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 39.1 39 -22 14.6 +3.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 38.9 70 -53 7.2 -4.2
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 38.8 32 -15 7.0 -4.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 38.5 36 -19 8.0 -3.4
IEMG iShares Core MSCI Emerging Markets ETF 38.4 9 8 8.5 -2.9
VWO Vanguard FTSE Emerging Markets ETF 38.3 7 10 9.1 -2.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 38.3 45 -28 8.5 -3.0
SPEM SPDR Portfolio Emerging Markets ETF 37.2 7 10 9.3 -2.1
EMXC iShares MSCI Emerging Markets ex China ETF 37.0 25 -8 5.8 -5.6
FLAX Franklin FTSE Asia Ex Japan ETF 36.3 19 -2 7.4 -4.0
NUEM Nuveen ESG Emerging Markets Equity ETF 36.0 36 -19 6.7 -4.8
STXE Strive Emerging Markets Ex-China ETF 35.7 32 -15 6.2 -5.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 35.4 24 -7 6.4 -5.0
DFAE Dimensional Emerging Core Equity Market ETF 34.7 35 -18 7.5 -4.0
EMGF iShares Emerging Markets Equity Factor ETF 34.5 25 -8 9.5 -1.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 33.6 33 -16 8.2 -3.3
XCNY SPDR S&P Emerging Markets ex-China ETF 33.6 15 2 6.3 -5.1
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 32.3 20 -3 8.4 -3.0
GMF SPDR S&P Emerging Asia Pacific ETF 32.3 49 -32 8.4 -3.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 32.1 41 -24 7.1 -4.3
AIA iShares Asia 50 ETF 30.7 50 -33 10.5 -0.9
XCEM Columbia EM Core ex-China ETF 30.7 16 1 6.6 -4.9
DFEM Dimensional Emerging Markets Core Equity 2 ETF 29.8 38 -21 7.6 -3.9
MCHI iShares MSCI China ETF 29.4 59 -42 15.4 +4.0
FLCH Franklin FTSE China ETF 28.2 19 -2 14.2 +2.8
GXC SPDR S & P China ETF 28.2 59 -42 14.5 +3.0
DFEV Dimensional Emerging Markets Value ETF 27.8 43 -26 10.6 -0.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 27.6 59 -42 7.6 -3.9
DEHP Dimensional Emerging Markets High Profitability ETF 27.4 41 -24 5.3 -6.2
EMMF WisdomTree Emerging Markets Multifactor Fund 27.3 48 -31 6.1 -5.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 27.0 50 -33 9.4 -2.1
FDEM Fidelity Emerging Markets Multifactor ETF 26.6 25 -8 10.8 -0.7
EEMO Invesco S&P Emerging Markets Momentum ETF 26.4 29 -12 7.0 -4.5
AVEM Avantis Emerging Markets Equity ETF 26.2 33 -16 7.3 -4.1
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 25.5 32 -15 5.3 -6.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 25.1 25 -8 5.9 -5.5
AVSE Avantis Responsible Emerging Markets Equity ETF 24.3 33 -16 7.0 -4.4
RNEM First Trust Emerging Markets Equity Select ETF 24.2 75 -58 7.8 -3.6
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 24.1 44 -27 9.5 -1.9
MEM Matthews Emerging Markets Equity Active ETF 23.8 79 -62 6.4 -5.1
FTHF First Trust Emerging Markets Human Flourishing ETF 23.4 75 -58 7.5 -4.0
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 23.2 40 -23 6.1 -5.3
EMDM First Trust Bloomberg Emerging Market Democracies ETF 23.2 75 -58 8.5 -3.0
JADE JPMorgan Active Developing Markets Equity ETF 23.1 65 -48 6.6 -4.9
XC WisdomTree Emerging Markets Ex-China Fund 22.7 32 -15 5.5 -5.9
DEXC Dimensional Emerging Markets ex China Core EquityETF 22.2 53 -36 6.1 -5.3
ROAM Hartford Multifactor Emerging Markets ETF 22.1 44 -27 10.4 -1.0
EVLU iShares MSCI Emerging Markets Value Factor ETF 21.9 35 -18 11.9 +0.4
FXI iShares China Large-Cap ETF 21.8 74 -57 16.0 +4.6
MINV Matthews Asia Innovators Active ETF 21.7 79 -62 5.5 -5.9
EMC Global X Emerging Markets Great Consumer ETF 21.3 75 -58 7.0 -4.5
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 21.0 88 -71 7.4 -4.1
CXSE WisdomTree China ex-State-Owned Enterprises Fund 21.0 32 -15 11.2 -0.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 18.9 33 -16 6.9 -4.5
MCH Matthews China Active ETF 18.1 79 -62 12.6 +1.2
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 17.8 95 -78 10.3 -1.1
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 17.7 60 -43 8.8 -2.6
EELV Invesco S&P Emerging Markets Low Volatility ETF 17.0 29 -12 8.1 -3.3
JIVE JPMorgan International Value ETF 16.8 55 -38 9.7 -1.7
KTEC KraneShares Hang Seng TECH Index ETF 16.8 69 -52 16.9 +5.5
AVES Avantis Emerging Markets Value ETF 16.7 36 -19 9.6 -1.9
DEM WisdomTree Emerging Markets High Dividend Fund 16.6 63 -46 12.0 +0.6
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 16.0 86 -69 11.7 +0.3
ACWX iShares MSCI ACWI ex U.S. ETF 15.9 34 -17 6.5 -4.9
INDA iShares MSCI India ETF 15.6 65 -48 4.1 -7.3
PIN Invesco India ETF 15.2 78 -61 4.6 -6.8
KWEB KraneShares CSI China Internet ETF 15.1 69 -52 22.1 +10.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 14.8 41 -24 6.4 -5.0
VSGX Vanguard ESG International Stock ETF 14.5 10 7 6.7 -4.7
VEU Vanguard FTSE All-World ex-US Index Fund 14.4 4 13 6.9 -4.6
JCHI JPMorgan Active China ETF 14.2 65 -48 13.0 +1.5
FDNI First Trust Dow Jones International Internet ETF 14.2 65 -48 18.5 +7.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 14.1 18 -1 6.5 -4.9
UEVM VictoryShares Emerging Markets Value Momentum ETF 14.1 45 -28 9.5 -2.0
IXUS iShares Core MSCI Total International Stock ETF 13.8 7 10 6.7 -4.7
EWT iShares MSCI Taiwan ETF 13.7 58 -41 5.0 -6.4
FLTW Franklin FTSE Taiwan ETF 13.7 19 -2 5.2 -6.3
VXUS Vanguard Total International Stock ETF 13.5 5 12 6.8 -4.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 13.4 42 -25 5.5 -5.9
FLIN Franklin FTSE India ETF 13.2 19 -2 3.6 -7.8
INDY iShares India 50 ETF 12.8 89 -72 5.0 -6.4
EPI WisdomTree India Earnings Fund 12.7 85 -68 4.4 -7.0
PATN Pacer Nasdaq International Patent Leaders ETF 12.3 65 -48 4.6 -6.8
TCHI iShares MSCI China Multisector Tech ETF 12.1 59 -42 14.9 +3.5
JIG JPMorgan International Growth ETF 11.5 55 -38 4.0 -7.5
NFTY First Trust India NIFTY 50 Equal Weight ETF 11.4 80 -63 4.4 -7.0
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 10.6 90 -73 4.5 -6.9
FRDM Freedom 100 Emerging Markets ETF 10.4 49 -32 5.9 -5.5
ACWV iShares MSCI Global Min Vol Factor ETF 10.2 20 -3 5.3 -6.1
CWI SPDR MSCI ACWI ex-US ETF 10.2 30 -13 6.5 -5.0
CHIQ Global X MSCI China Consumer Discretionary ETF 9.9 65 -48 11.1 -0.3
VYMI Vanguard International High Dividend Yield ETF 9.6 17 0 8.3 -3.2
CLNR IQ Cleaner Transport ETF 9.4 45 -28 4.9 -6.5
CGXU Capital Group International Focus Equity ETF 9.1 54 -37 4.7 -6.7
FEM First Trust Emerging Markets AlphaDEX Fund 9.1 80 -63 10.3 -1.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 9.0 30 -13 6.6 -4.8
CHAT Roundhill Generative AI & Technology ETF 8.7 75 -58 6.3 -5.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 8.6 47 -30 7.0 -4.4
IQDF FlexShares International Quality Dividend Index Fund 8.3 47 -30 7.7 -3.8
MOTI VanEck Morningstar International Moat ETF 8.1 58 -41 9.2 -2.2
IXP iShares Global Comm Services ETF 7.9 42 -25 5.2 -6.2
WRND IQ Global Equity R&D Leaders ETF 7.7 18 -1 6.6 -4.9
IGRO iShares International Dividend Growth ETF 7.7 15 2 6.3 -5.2
EWY iShares MSCI South Korea ETF 7.4 58 -41 4.9 -6.5
CGRO CoreValues Alpha Greater China Growth ETF 7.3 75 -58 2.9 -8.5
FLKR Franklin FTSE South Korea ETF 7.1 9 8 5.7 -5.7
MOTG VanEck Morningstar Global Wide Moat ETF 6.9 52 -35 8.6 -2.8
CQQQ Invesco China Technology ETF 6.7 70 -53 12.3 +0.9
FBOT Fidelity Disruptive Automation ETF 6.6 50 -33 2.8 -8.7
EYLD Cambria Emerging Shareholder Yield ETF 6.6 66 -49 10.7 -0.8
RXI iShares Global Consumer Discretionary ETF 6.6 41 -24 7.0 -4.4
DVYE iShares Emerging Markets Dividend ETF 6.5 49 -32 17.0 +5.6
FLLA Franklin FTSE Latin America ETF 6.4 19 -2 11.7 +0.2
FMET Fidelity Metaverse ETF 6.4 39 -22 4.3 -7.2
BNGE First Trust S-Network Streaming and Gaming ETF 6.3 70 -53 2.4 -9.1
KNCT Invesco Next Gen Connectivity ETF 6.1 40 -23 3.9 -7.5
SOCL Global X Social Media ETF 6.0 65 -48 9.0 -2.5
IVRS iShares Future Metaverse Tech and Communications ETF 5.9 47 -30 3.0 -8.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.8 20 -3 4.8 -6.7
EZA iShares MSCI South Africa ETF 5.8 58 -41 8.1 -3.3
ACWI iShares MSCI ACWI ETF 5.7 32 -15 4.7 -6.7
METV Roundhill Ball Metaverse ETF 5.4 59 -42 7.6 -3.8
KLMT Invesco MSCI Global Climate 500 ETF 5.4 10 7 4.9 -6.5
IXN iShares Global Tech ETF 5.4 41 -24 2.8 -8.6
SDEM Global X MSCI SuperDividend Emerging Markets ETF 5.3 67 -50 13.6 +2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.2 12 5 4.3 -7.1
AGQI First Trust Active Global Quality Income ETF 5.1 85 -68 4.6 -6.9
FLN First Trust Latin America AlphaDEX Fund 5.1 80 -63 10.2 -1.2
EDIV SPDR S&P Emerging Markets Dividend ETF 5.0 49 -32 8.7 -2.7
VT Vanguard Total World Stock ETF 5.0 6 11 5.1 -6.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 5.0 78 -61 8.6 -2.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.9 75 -58 2.3 -9.1
ESPO VanEck Video Gaming and eSports ETF 4.9 56 -39 4.9 -6.6
ODDS Pacer BlueStar Digital Entertainment ETF 4.9 60 -43 2.8 -8.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.8 65 -48 7.1 -4.3
WWJD Inspire International ETF 4.8 80 -63 6.4 -5.0
JSTC Adasina Social Justice All Cap Global ETF 4.8 89 -72 4.2 -7.2
ECOW Pacer Emerging Markets Cash Cows 100 ETF 4.7 70 -53 11.8 +0.4
AFK VanEck Africa Index ETF 4.7 98 -81 11.2 -0.3
DOL WisdomTree International LargeCap Dividend Fund 4.7 48 -31 6.1 -5.3
DSTX Distillate International Fundamental Stability & Value ETF 4.7 55 -38 6.7 -4.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 4.6 75 -58 3.0 -8.5
NDIA Global X India Active ETF 4.6 75 -58 4.8 -6.6
GLOF iShares Global Equity Factor ETF 4.6 20 -3 5.9 -5.5
VIDI Vident International Equity Strategy ETF 4.5 61 -44 9.3 -2.1
ANEW ProShares MSCI Transformational Changes ETF 4.4 45 -28 4.6 -6.9
NXTG First Trust Indxx NextG ETF 4.4 70 -53 4.4 -7.0
EMM Global X Emerging Markets ex-China ETF 4.2 75 -58 5.6 -5.8
UIVM VictoryShares International Value Momentum ETF 4.2 35 -18 7.6 -3.8
XT iShares Exponential Technologies ETF 4.1 46 -29 4.2 -7.3
VIGI Vanguard International Dividend Appreciation ETF 4.1 10 7 5.7 -5.7
IBLC iShares Blockchain and Tech ETF 4.1 47 -30 -1.4 -12.9
AIVC Amplify Bloomberg AI Value Chain ETF 4.0 59 -42 4.4 -7.1
GINN Goldman Sachs Innovate Equity ETF 4.0 52 -35 3.2 -8.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 3.9 80 -63 8.5 -2.9
ARVR First Trust Indxx Metaverse ETF 3.8 70 -53 3.4 -8.0
ILF iShares Latin America 40 ETF 3.6 48 -31 10.6 -0.8
FCA First Trust China AlphaDEX Fund 3.6 80 -63 8.6 -2.9
ARTY iShares Future AI & Tech ETF 3.5 47 -30 2.9 -8.5
OAIM OneAscent International Equity ETF 3.5 95 -78 4.6 -6.8
BLES Inspire Global Hope ETF 3.4 61 -44 6.1 -5.3
SCHY Schwab International Dividend Equity ETF 3.4 14 3 8.8 -2.6
JGLO JPMorgan Global Select Equity ETF 3.4 33 -16 4.3 -7.1
EWZ iShares MSCI Brazil ETF 3.4 58 -41 11.9 +0.5
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 3.3 60 -43 7.5 -3.9
OBOR KraneShares MSCI One Belt One Road Index ETF 3.3 79 -62 7.2 -4.2
GVAL Cambria Global Value ETF 3.3 68 -51 9.4 -2.0
VPL Vanguard FTSE Pacific ETF 3.2 7 10 5.8 -5.7
INCO Columbia India Consumer ETF 3.2 75 -58 1.5 -9.9
FLBR Franklin FTSE Brazil ETF 3.1 19 -2 13.6 +2.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.1 46 -29 8.5 -2.9
SDG iShares MSCI Global Sustainable Development Goals ETF 3.0 49 -32 4.8 -6.7
PICK iShares MSCI Global Metals & Mining Producers ETF 3.0 39 -22 9.0 -2.5
BUYZ Franklin Disruptive Commerce ETF 3.0 50 -33 2.0 -9.5
AIQ Global X Artificial Intelligence & Technology ETF 2.9 68 -51 2.9 -8.5
IXG iShares Global Financials ETF 2.7 42 -25 5.8 -5.6
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.7 80 -63 7.4 -4.0
JPIN J.P. Morgan Diversified Return International Equity ETF 2.7 37 -20 7.3 -4.2
PBD Invesco Global Clean Energy ETF 2.7 75 -58 0.7 -10.8
GSIB Themes Global Systemically Important Banks ETF 2.7 35 -18 8.3 -3.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.6 9 8 4.9 -6.6
FEOE First Eagle Overseas Equity ETF 2.6 79 -62 6.0 -5.4
DGT State Street SPDR Global Dow ETF 2.6 50 -33 6.0 -5.5
IBUY Amplify Online Retail ETF 2.5 65 -48 1.3 -10.1
EWW iShares MSCI Mexico ETF 2.5 50 -33 8.2 -3.3
FLMX Franklin FTSE Mexico ETF 2.5 19 -2 8.8 -2.6
FDCF Fidelity Disruptive Communications ETF 2.4 50 -33 3.3 -8.1
DWX SPDR S&P International Dividend ETF 2.4 45 -28 6.8 -4.6
OGIG ALPS O'Shares Global Internet Giants ETF 2.4 48 -31 1.8 -9.6
FPXI First Trust International Equity Opportunities ETF 2.4 70 -53 3.5 -7.9
EWM iShares MSCI Malaysia ETF 2.3 50 -33 5.9 -5.6
ASEA Global X FTSE Southeast Asia ETF 2.2 65 -48 5.6 -5.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.2 24 -7 6.4 -5.0
FLSA Franklin FTSE Saudi Arabia ETF 2.2 39 -22 0.0 -11.4
KSA iShares MSCI Saudi Arabia ETF 2.2 74 -57 0.0 -11.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.2 39 -22 -1.3 -12.7
IDRV iShares Self-driving EV & Tech ETF 2.1 47 -30 3.1 -8.3
FEGE First Eagle Global Equity ETF 2.1 79 -62 5.6 -5.8
ICPY Tweedy, Browne International Insider Value ETF 2.1 80 -63 10.1 -1.3
IBAT iShares Energy Storage & Materials ETF 2.0 47 -30 2.5 -9.0
UAE iShares MSCI UAE ETF 2.0 59 -42 0.0 -11.4
OCEN IQ Clean Oceans ETF 2.0 45 -28 5.0 -6.4
DEW WisdomTree Global High Dividend Fund 2.0 58 -41 7.6 -3.8
KGRN KraneShares MSCI China Clean Technology Index ETF 2.0 79 -62 0.3 -11.1
ERTH Invesco MSCI Sustainable Future ETF 1.9 62 -45 3.1 -8.3
COPY Tweedy, Browne Insider + Value ETF 1.9 80 -63 10.3 -1.1
KURE KraneShares MSCI All China Health Care Index ETF 1.9 65 -48 2.6 -8.8
GEW Cambria Global EW ETF 1.9 29 -12 5.3 -6.1
CARZ First Trust NASDAQ Global Auto Index Fund 1.8 70 -53 3.4 -8.1
IPKW Invesco International BuyBack Achievers ETF 1.8 55 -38 8.0 -3.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 -48 1.6 -9.9
CIL VictoryShares International Volatility Wtd ETF 1.8 45 -28 5.8 -5.7
DRIV Global X Autonomous & Electric Vehicles ETF 1.8 68 -51 4.1 -7.3
FNDF Schwab Fundamental International Large Co. Index ETF 1.8 25 -8 8.2 -3.2
TTAI FCF International Quality ETF 1.8 59 -42 6.5 -5.0
HFXI IQ FTSE International Equity Currency Neutral ETF 1.7 20 -3 6.0 -5.5
GGME Invesco Next Gen Media and Gaming ETF 1.7 60 -43 4.2 -7.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.6 45 -28 7.5 -3.9
BATT Amplify Lithium & Battery Technology ETF 1.6 59 -42 1.7 -9.7
EPOL iShares MSCI Poland ETF 1.6 59 -42 9.6 -1.8
MOTO SmartETFs Smart Transportation & Technology ETF 1.6 68 -51 5.5 -5.9
TPIF Timothy Plan International ETF 1.6 62 -45 5.4 -6.0
ISHP First Trust Nasdaq Retail ETF 1.6 60 -43 5.0 -6.4
FID First Trust S&P International Dividend Aristocrats ETF 1.6 60 -43 7.3 -4.1
WDIV SPDR S&P Global Dividend ETF 1.6 40 -23 8.4 -3.1
POW VistaShares Electrification Supercycle ETF 1.6 75 -58 3.0 -8.4
RING iShares MSCI Global Gold Miners ETF 1.6 39 -22 2.9 -8.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.6 45 -28 1.6 -9.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.5 72 -55 -1.3 -12.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.5 49 -32 6.2 -5.3
OND ProShares On-Demand ETF 1.5 58 -41 -0.6 -12.0
ION ProShares S&P Global Core Battery Metals ETF 1.4 58 -41 5.5 -5.9
OTGL OTG Latin America ETF 1.4 269 -252 7.2 -4.3
BWEB Bitwise Web3 ETF 1.4 85 -68 -0.1 -11.5
SMOG VanEck Low Carbon Energy ETF 1.4 61 -44 1.5 -10.0
VEA Vanguard FTSE Developed Markets ETF 1.4 3 14 6.1 -5.3
RCGE RockCreek Global Equality ETF 1.4 95 -78 6.0 -5.4
SCHF Schwab International Equity ETF 1.4 6 11 6.2 -5.2
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.4 12 5 8.0 -3.5
LIT Global X Lithium & Battery Tech ETF 1.3 75 -58 5.6 -5.8
IOO iShares Global 100 ETF 1.3 41 -24 3.9 -7.6
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -78 2.7 -8.7
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.3 86 -69 0.4 -11.1
XDAT Franklin Exponential Data ETF 1.3 50 -33 1.9 -9.5
HAP VanEck Natural Resources ETF 1.3 50 -33 7.9 -3.5
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.2 65 -48 9.8 -1.6
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -58 4.4 -7.0
WUGI AXS Esoterica NextG Economy ETF 1.2 75 -58 2.3 -9.1
IDV iShares International Select Dividend ETF 1.2 51 -34 9.6 -1.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.2 47 -30 5.8 -5.7
GMET VanEck Green Metals ETF 1.2 63 -46 5.6 -5.8
FTAG First Trust Indxx Global Agriculture ETF 1.2 70 -53 7.6 -3.8
FNDC Schwab Fundamental International Small Co. Index ETF 1.2 39 -22 5.3 -6.1
SPDW SPDR Portfolio Developed World ex-US ETF 1.2 3 14 6.0 -5.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.1 58 -41 3.9 -7.6
THD iShares MSCI Thailand ETF 1.1 58 -41 0.0 -11.4
BRAZ Global X Brazil Active ETF 1.0 75 -58 10.5 -0.9
UMMA Wahed Dow Jones Islamic World ETF 1.0 65 -48 3.9 -7.6
URA Global X Uranium ETF 1.0 69 -52 0.9 -10.6
CGIE Capital Group International Equity ETF 1.0 54 -37 4.2 -7.2
IPAV Global X Infrastructure Development ex-U.S. ETF 0.9 55 -38 5.9 -5.5
KXI iShares Global Consumer Staples ETF 0.9 41 -24 5.3 -6.2
DMAT Global X Disruptive Materials ETF 0.9 59 -42 5.2 -6.3
CNYA iShares MSCI China A ETF 0.9 60 -43 6.2 -5.2
ICLN iShares Global Clean Energy ETF 0.9 41 -24 2.9 -8.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 -17 5.1 -6.4
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 0.9 65 -48 6.2 -5.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -39 10.1 -1.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.9 80 -63 3.5 -8.0
CRAK VanEck Oil Refiners ETF 0.8 61 -44 11.2 -0.3
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.8 10 7 6.3 -5.1
CGV Conductor Global Equity Value ETF 0.8 130 -113 6.9 -4.5
EPU iShares MSCI Peru and Global Exposure ETF 0.8 59 -42 4.4 -7.0
SRVR Pacer Data & Infrastructure Real Estate ETF 0.8 55 -38 4.2 -7.2
IQSI IQ Candriam International Equity ETF 0.7 15 2 5.6 -5.8
EDOG ALPS Emerging Sector Dividend Dogs ETF 0.7 60 -43 9.9 -1.6
GLIN VanEck India Growth Leaders ETF 0.7 77 -60 4.9 -6.5
GCOW Pacer Global Cash Cows Dividend ETF 0.7 60 -43 9.8 -1.7
ECH iShares MSCI Chile ETF 0.7 58 -41 6.2 -5.3
QAT iShares MSCI Qatar ETF 0.7 59 -42 35.0 +23.6
VEGI iShares MSCI Agriculture Producers ETF 0.7 39 -22 8.3 -3.1
DRGN Themes China Generative Artificial Intelligence ETF 0.7 39 -22 8.5 -2.9
EV Mast Global Battery Recycling & Production ETF 0.6 65 -48 7.2 -4.3
OZEM Roundhill GLP-1 & Weight Loss ETF 0.6 59 -42 3.9 -7.5
THNR Amplify Weight Loss Drug & Treatment ETF 0.6 59 -42 5.7 -5.7
IGPT Invesco AI and Next Gen Software ETF 0.6 60 -43 3.3 -8.1
CCNR ALPS CoreCommodity Natural Resources ETF 0.6 39 -22 7.6 -3.8
ETEC iShares Breakthrough Environmental Solutions ETF 0.6 47 -30 3.1 -8.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.6 58 -41 7.4 -4.1
DGIN VanEck Digital India ETF 0.6 71 -54 1.2 -10.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.6 45 -28 2.1 -9.4
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 -25 8.6 -2.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.5 70 -53 3.3 -8.1
PGJ Invesco Golden Dragon China ETF 0.5 70 -53 12.4 +0.9
EMIF iShares Emerging Markets Infrastructure ETF 0.5 60 -43 3.1 -8.3
TUR iShares MSCI Turkey ETF 0.5 58 -41 12.1 +0.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 -3 5.8 -5.6
SDIV Global X Superdividend ETF 0.5 58 -41 15.5 +4.1
BINV Brandes International ETF 0.5 70 -53 8.2 -3.2
IDOG ALPS International Sector Dividend Dogs ETF 0.5 50 -33 10.6 -0.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 8 6.9 -4.5
FPAG FPA Global Equity ETF 0.5 49 -32 4.9 -6.5
SHPP Pacer Industrials and Logistics ETF 0.5 60 -43 7.6 -3.9
BKIE BNY Mellon International Equity ETF 0.5 4 13 6.0 -5.4
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -64 4.6 -6.8
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -55 6.7 -4.7
FFND Future Fund Active ETF 0.5 100 -83 3.1 -8.3
JHDV John Hancock U.S. High Dividend ETF 0.5 34 -17 6.0 -5.4
FDLS Inspire Fidelis Multi Factor ETF 0.5 76 -59 4.1 -7.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.5 46 -29 5.5 -6.0
IQRA IQ CBRE Real Assets ETF 0.5 65 -48 5.4 -6.0
IDHQ Invesco S&P International Developed High Quality ETF 0.5 29 -12 5.3 -6.1
FLEE Franklin FTSE Europe ETF 0.5 9 8 6.3 -5.2
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 0.4 55 -38 6.3 -5.2
MXI iShares Global Materials ETF 0.4 41 -24 6.3 -5.2
VGK Vanguard FTSE Europe ETF 0.4 6 11 6.4 -5.0
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 8 6.2 -5.2
JETS U.S. Global Jets ETF 0.4 60 -43 2.0 -9.4
SPEU SPDR Portfolio Europe ETF 0.4 7 10 6.3 -5.1
GREK Global X MSCI Greece ETF 0.4 57 -40 9.4 -2.0
IQM Franklin Intelligent Machines ETF 0.4 50 -33 1.5 -9.9
EXI iShares Global Industrials ETF 0.4 42 -25 3.7 -7.7
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.4 58 -41 8.6 -2.8
SILJ ETFMG Prime Junior Silver Miners ETF 0.4 69 -52 0.2 -11.2
SETM Sprott Energy Transition Materials ETF 0.4 65 -48 1.5 -9.9
SUPL ProShares Supply Chain Logistics ETF 0.4 58 -41 9.3 -2.2
EBIZ Global X E-Commerce ETF 0.4 50 -33 3.3 -8.2
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.4 19 -2 5.2 -6.3
BMED Future Health ETF 0.4 85 -68 0.2 -11.3
NUKZ Range Nuclear Renaissance Index ETF 0.4 85 -68 1.0 -10.5
APIE ActivePassive International Equity ETF 0.4 45 -28 6.4 -5.0
FDD First Trust Stoxx European Select Dividend Index Fund 0.4 58 -41 9.9 -1.5
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -48 4.6 -6.8
FDHT Fidelity Digital Health ETF 0.3 39 -22 1.3 -10.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.3 68 -51 1.7 -9.8
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -53 6.6 -4.8
BOTT Themes Robotics & Automation ETF 0.3 35 -18 -1.4 -12.9
GNR SPDR S&P Global Natural Resources ETF 0.3 40 -23 9.3 -2.2
GII SPDR S&P Global Infrastructure ETF 0.3 40 -23 4.5 -7.0
IGF iShares Global Infrastructure ETF 0.3 41 -24 4.5 -7.0
INTF iShares International Equity Factor ETF 0.3 15 2 6.6 -4.9
COPX Global X Copper Miners ETF 0.3 65 -48 4.4 -7.0
ICOP iShares Copper and Metals Mining ETF 0.3 47 -30 5.9 -5.5
AGMI Themes Silver Miners ETF 0.3 35 -18 3.0 -8.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.2 79 -62 4.5 -6.9
TINT ProShares Smart Materials ETF 0.2 58 -41 5.0 -6.5
TINY ProShares Nanotechnology ETF 0.2 58 -41 2.8 -8.6
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.2 80 -63 12.6 +1.2
DTAN Sparkline International Intangible Value ETF 0.2 55 -38 7.3 -4.1
BEDZ AdvisorShares Hotel ETF 0.2 100 -83 5.9 -5.5
ABLG Abacus FCF International Leaders ETF 0.2 59 -42 5.7 -5.7
MOO VanEck Agribusiness ETF 0.2 53 -36 9.8 -1.7
VCLN Virtus Duff & Phelps Clean Energy ETF 0.2 59 -42 3.7 -7.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 -22 6.8 -4.6
AVRE Avantis Real Estate ETF 0.2 17 0 7.0 -4.4
HERO Global X Video Games & Esports ETF 0.2 50 -33 4.2 -7.2
NERD Roundhill Video Games ETF 0.2 50 -33 6.2 -5.2
REET iShares Global REIT ETF 0.2 14 3 7.3 -4.2
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 -33 6.6 -4.8
RWX SPDR Dow Jones International Real Estate ETF 0.2 59 -42 6.5 -4.9
DFGR Dimensional Global Real Estate ETF 0.2 22 -5 7.5 -4.0
COLO Global X MSCI Colombia ETF 0.2 62 -45 16.9 +5.5
AGNG Global X Aging Population ETF 0.2 50 -33 3.9 -7.5
ARKF ARK Fintech Innovation ETF 0.2 75 -58 0.1 -11.4
CGW Invesco S&P Global Water Index ETF 0.2 57 -40 4.2 -7.2
SIL Global X Silver Miners ETF 0.2 65 -48 1.5 -10.0
EIDO iShares MSCI Indonesia ETF 0.2 59 -42 7.1 -4.3
IDX VanEck Indonesia Index ETF 0.2 57 -40 6.8 -4.7
INQQ India Internet & Ecommerce ETF 0.2 86 -69 1.2 -10.2
EPHE iShares MSCI Philippines ETF 0.2 59 -42 0.0 -11.4
GPT Intelligent Alpha Atlas ETF 0.2 69 -52 4.9 -6.5
SLX VanEck Steel ETF 0.2 56 -39 12.2 +0.7
VRAI Virtus Real Asset Income ETF 0.2 55 -38 9.7 -1.7
PNQI Invesco NASDAQ Internet ETF 0.1 60 -43 3.0 -8.5
TIIV AAM Todd International Intrinsic Value ETF 0.1 54 -37 9.9 -1.5
MDEV First Trust Indxx Medical Devices ETF 0.1 70 -53 4.1 -7.3
FCLD Fidelity Cloud Computing ETF 0.1 39 -22 2.8 -8.6
JXI iShares Global Utilities ETF 0.1 43 -26 5.4 -6.1
BOAT SonicShares Global Shipping ETF 0.1 69 -52 25.4 +13.9
AADR AdvisorShares Dorsey Wright ADR ETF 0.1 110 -93 4.0 -7.4
GDX VanEck Gold Miners ETF 0.1 51 -34 2.6 -8.9
GDXJ VanEck Junior Gold Miners ETF 0.1 52 -35 2.4 -9.0
COPA Themes Copper Miners ETF 0.1 35 -18 3.7 -7.8
RFDI First Trust Riverfront Dynamic Developed International ETF 0.1 83 -66 8.0 -3.4
PIO Invesco Global Water ETF 0.1 75 -58 3.8 -7.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 -22 5.8 -5.6
CUT Invesco MSCI Global Timber ETF 0.1 61 -44 9.7 -1.7
WOOD iShares Global Timber & Forestry ETF 0.1 42 -25 11.7 +0.3
SCHC Schwab International Small-Cap Equity ETF 0.1 11 6 6.8 -4.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 9 6.5 -4.9
VGSR Vert Global Sustainable Real Estate ETF 0.1 47 -30 7.1 -4.3
HEAL Global X HealthTech ETF 0.1 50 -33 -1.5 -12.9
IXJ iShares Global Healthcare ETF 0.1 42 -25 5.7 -5.8
VYM Vanguard High Dividend Yield Index ETF 0.1 6 11 6.3 -5.1
SHLD Global X Defense Tech ETF 0.1 50 -33 2.3 -9.1
AWAY ETFMG Travel Tech ETF 0.1 76 -59 -0.2 -11.6
INEQ Columbia International Equity Income ETF 0.1 45 -28 7.5 -3.9
FEP First Trust Europe AlphaDEX Fund 0.1 80 -63 6.9 -4.5
FEUZ First Trust Eurozone AlphaDEX ETF 0.1 80 -63 6.5 -4.9
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -58 0.0 -11.4
AQWA Global X Clean Water ETF 0.1 50 -33 4.6 -6.8
IBRN iShares Neuroscience and Healthcare ETF 0.1 47 -30 0.0 -11.4
IDMO Invesco S&P International Developed Momentum ETF 0.1 25 -8 5.1 -6.3
CGDG Capital Group Dividend Growers ETF 0.1 47 -30 5.4 -6.1
DFIV Dimensional International Value ETF 0.1 27 -10 8.1 -3.3
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -41 6.5 -5.0
DTH WisdomTree International High Dividend Fund 0.1 58 -41 7.5 -3.9
DVYA iShares Asia/Pacific Dividend ETF 0.1 49 -32 6.9 -4.5
QINT American Century Quality Diversified International ETF 0.1 39 -22 6.2 -5.3
FYLD Cambria Foreign Shareholder Yield ETF 0.0 59 -42 10.4 -1.0
GNOM Global X Genomics & Biotechnology ETF 0.0 50 -33 -3.8 -15.2
RNRG Global X Renewable Energy Producers ETF 0.0 66 -49 5.0 -6.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 -4 3.1 -8.4
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 8 4.1 -7.4
DXIV Dimensional International Vector Equity ETF 0.0 34 -17 6.7 -4.8
AVDE Avantis International Equity ETF 0.0 23 -6 6.4 -5.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 -23 6.4 -5.0
DWM WisdomTree International Equity Fund 0.0 48 -31 6.4 -5.1
AVSD Avantis Responsible International Equity ETF 0.0 23 -6 4.7 -6.8
DFAI Dimensional International Core Equity Market ETF 0.0 18 -1 6.1 -5.4
DFIC Dimensional International Core Equity 2 ETF 0.0 23 -6 6.4 -5.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.0 35 -18 5.8 -5.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -25 4.7 -6.7
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 -22 5.9 -5.5
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.0 65 -48 4.0 -7.4
CNXT VanEck ChiNext ETF 0.0 65 -48 2.9 -8.6
DIHP Dimensional International High Profitability ETF 0.0 29 -12 5.8 -5.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -48 7.1 -4.3

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 15.1 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 17 bp
Equals: ALTAR Score 11.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.52 CATEGORY
AVERAGE		 1.54
 
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.