VanEck Morningstar International Moat ETF
ALTAR
Score™		 12.0% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 10.2x P/Sales
ratio		 1.4x
P/BV
ratio		 1.9x Div.
yield		 2.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The VanEck Vectors Morningstar International Moat ETF seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar Global ex-US Moat Focus Index

FUND BASICS
Category International Equities
Fund Sponsor Van Eck Associates
Website www.vaneck.com
Inception date Jul 13, 2015
Assets (mns) $190
Currency USD
Expense ratio 58 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian Bank of New York Mellon
Weighting Equal
Index replication Full
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 58
Wgt avg mkt cap (mns) $76,130
Large cap (>$10bn) 69.8%
Mid cap ($2-10bn) 27.5%
Small cap (<$2bn) 2.7%
Developed mkts 76.3%
Emerging mkts 23.7%

TOP TEN HOLDINGS
NABTESCO CORP 3.2 %
TAIWAN SEMICONDUCTOR MANUFAC 3.0 %
BRP, INC. 2.9 %
RHEINMETALL AG 2.8 %
TENCENT HOLDINGS LTD 2.6 %
KONINKLIIJKE ELECTRONICS NV 2.6 %
BARRY CALLEBAUT AG-REG 2.6 %
JULIUS BAER GRUPPE AG 2.6 %
SF HOLDING CO LTD 2.6 %
PERNOD-RICARD SA 2.5 %
Total 27.5 %

TOP COUNTRY EXPOSURE
JAPAN 16.2 %
CHINA 16.1 %
BRITAIN 12.4 %
SWITZERLAND 9.8 %
FRANCE 9.4 %
AUSTRALIA 4.0 %
GERMANY 4.0 %
NETHERLANDS 3.9 %
CANADA 3.2 %
TAIWAN 2.7 %

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.
14.4% 8.6% 6.4% 4.5% 4.1%

Market Correlations
versus... Beta R-squared
S&P500 0.88 47%
MSCI EAFE 1.08 79%
MSCI Emg. Mkts. 1.03 76%

Technical Indicators
Recent close $36.50
30d moving avg. $35.53
Annualized volatility 19.7%
Short interest (ETF) 0.3%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 9
Turnover 0.2%
Bid/Ask (% of price) 0.45%
ADV underlying (mns) $2,974

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 444 potential alternatives to the VanEck Morningstar International Moat ETF ETF based on the alternatives' overlap in portfolio holdings with MOTI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: MOTI Expense: 58 bp ALTAR Score™: 12.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH MOTI
Ticker Fund
Name		 Overlap1
vs MOTI
(%)		 Expense
ratio
(bp)		 Savings
vs MOTI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs MOTI
(%)
MOTG VanEck Morningstar Global Wide Moat ETF 40.1 52 6 7.7 -4.3
PATN Pacer Nasdaq International Patent Leaders ETF 13.1 65 -7 6.2 -5.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 12.2 60 -2 11.1 -1.0
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 11.3 20 38 10.9 -1.1
JIG JPMorgan International Growth ETF 10.3 55 3 4.8 -7.2
FDNI First Trust Dow Jones International Internet ETF 10.3 65 -7 21.3 +9.3
GCOW Pacer Global Cash Cows Dividend ETF 10.3 60 -2 10.9 -1.2
LDEM iShares ESG MSCI EM Leaders ETF 10.1 17 41 14.1 +2.0
ECON Columbia Emerging Markets Consumer ETF 9.8 49 9 12.6 +0.6
CHAT Roundhill Generative AI & Technology ETF 9.8 75 -17 9.4 -2.6
FDEM Fidelity Emerging Markets Multifactor ETF 9.5 25 33 13.0 +1.0
AIA iShares Asia 50 ETF 9.5 50 8 12.9 +0.9
ACWX iShares MSCI ACWI ex U.S. ETF 9.4 34 24 7.8 -4.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 9.3 32 26 9.3 -2.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 9.2 66 -8 9.7 -2.3
JHEM John Hancock Multifactor Emerging Markets ETF 9.2 49 9 10.3 -1.7
KTEC KraneShares Hang Seng TECH Index ETF 9.2 69 -11 19.3 +7.3
KWEB KraneShares CSI China Internet ETF 9.2 69 -11 25.1 +13.1
TCHI iShares MSCI China Multisector Tech ETF 9.2 59 -1 16.6 +4.6
FLAX Franklin FTSE Asia Ex Japan ETF 9.2 19 39 9.4 -2.6
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 9.1 15 43 10.4 -1.6
ESGE iShares ESG Aware MSCI EM ETF 9.1 25 33 10.4 -1.7
DTAN Sparkline International Intangible Value ETF 9.1 55 3 8.5 -3.5
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 9.0 86 -28 13.6 +1.6
IDOG ALPS International Sector Dividend Dogs ETF 9.0 50 8 12.1 +0.1
FXI iShares China Large-Cap ETF 9.0 74 -16 18.7 +6.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 9.0 30 28 10.6 -1.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 9.0 36 22 10.0 -2.1
BKEM BNY Mellon Emerging Markets Equity ETF 9.0 11 47 10.2 -1.9
EEMA iShares MSCI Emerging Markets Asia ETF 9.0 49 9 10.4 -1.6
EEM iShares MSCI Emerging Markets ETF 8.9 69 -11 10.5 -1.5
MEM Matthews Emerging Markets Equity Active ETF 8.9 79 -21 8.1 -4.0
PXH Invesco FTSE RAFI Emerging Markets ETF 8.9 49 9 15.9 +3.9
VEU Vanguard FTSE All-World ex-US Index Fund 8.9 4 54 8.1 -3.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 8.9 45 13 10.5 -1.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 8.9 70 -12 9.5 -2.6
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 8.8 39 19 16.5 +4.5
IEMG iShares Core MSCI Emerging Markets ETF 8.8 9 49 10.6 -1.4
SCHE Schwab Emerging Markets Equity ETF 8.8 11 47 11.1 -0.9
SPEM SPDR Portfolio Emerging Markets ETF 8.8 7 51 10.7 -1.4
VWO Vanguard FTSE Emerging Markets ETF 8.7 7 51 10.3 -1.7
CXSE WisdomTree China ex-State-Owned Enterprises Fund 8.7 32 26 16.1 +4.1
FEOE First Eagle Overseas Equity ETF 8.7 79 -21 8.0 -4.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 8.6 33 25 10.2 -1.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 8.5 59 -1 9.0 -3.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 8.5 41 17 7.5 -4.6
FLCH Franklin FTSE China ETF 8.4 19 39 16.0 +4.0
EMGF iShares Emerging Markets Equity Factor ETF 8.3 25 33 11.9 -0.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 8.3 18 40 7.9 -4.2
IXUS iShares Core MSCI Total International Stock ETF 8.2 7 51 7.9 -4.1
DFAE Dimensional Emerging Core Equity Market ETF 8.1 35 23 9.4 -2.6
VXUS Vanguard Total International Stock ETF 8.1 5 53 7.9 -4.1
IEV iShares Europe ETF 8.0 67 -9 6.9 -5.1
IDHQ Invesco S&P International Developed High Quality ETF 8.0 29 29 6.6 -5.4
MCH Matthews China Active ETF 8.0 79 -21 14.3 +2.3
EWU iShares MSCI United Kingdom ETF 7.9 50 8 8.1 -3.9
MINV Matthews Asia Innovators Active ETF 7.9 79 -21 7.4 -4.6
MCHI iShares MSCI China ETF 7.9 59 -1 17.7 +5.6
KALL KraneShares MSCI All China Index ETF 7.9 49 9 14.9 +2.9
EFV iShares MSCI EAFE Value ETF 7.9 34 24 9.1 -3.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 7.8 95 -37 11.8 -0.2
IMFL Invesco International Developed Dynamic Multifactor ETF 7.8 34 24 6.1 -6.0
FLGB Franklin FTSE United Kingdom ETF 7.7 9 49 7.6 -4.5
ROBO ROBO Global Robotics & Automation Index ETF 7.7 95 -37 3.4 -8.6
GMF SPDR S&P Emerging Asia Pacific ETF 7.5 49 9 9.6 -2.4
OEUR ALPS O'Shares Europe Quality Dividend ETF 7.5 48 10 6.1 -6.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 7.5 38 20 9.3 -2.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 7.5 41 17 8.7 -3.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 7.4 50 8 6.0 -6.1
GXC SPDR S&P China ETF 7.4 59 -1 15.4 +3.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 7.3 42 16 7.2 -4.8
MDEV First Trust Indxx Medical Devices ETF 7.2 70 -12 4.5 -7.5
IQLT iShares MSCI Intl Quality Factor ETF 7.2 30 28 6.3 -5.8
VSGX Vanguard ESG International Stock ETF 7.1 10 48 7.7 -4.3
IVLU iShares MSCI Intl Value Factor ETF 7.1 30 28 10.4 -1.7
EEMO Invesco S&P Emerging Markets Momentum ETF 7.1 29 29 6.6 -5.4
FEZ SPDR EURO STOXX 50 ETF 7.0 29 29 7.2 -4.9
DIHP Dimensional International High Profitability ETF 7.0 29 29 7.2 -4.9
VGK Vanguard FTSE Europe ETF 7.0 6 52 7.5 -4.5
IEUR iShares Core MSCI Europe ETF 7.0 11 47 7.4 -4.6
AIVI WisdomTree International AI Enhanced Value Fund 7.0 58 0 7.0 -5.0
FICS First Trust International Developed Capital Strength ETF 7.0 70 -12 7.3 -4.7
SPEU SPDR Portfolio Europe ETF 7.0 7 51 7.4 -4.6
WRND IQ Global Equity R&D Leaders ETF 6.8 18 40 8.2 -3.8
BKF iShares MSCI BIC ETF 6.8 69 -11 13.8 +1.8
VIGI Vanguard International Dividend Appreciation ETF 6.7 10 48 6.3 -5.7
EUDV ProShares MSCI Europe Dividend Growers ETF 6.7 55 3 6.2 -5.8
IDNA iShares Genomics Immunology and Healthcare ETF 6.7 47 11 -2.2 -14.2
SCHY Schwab International Dividend Equity ETF 6.6 14 44 9.7 -2.3
DEHP Dimensional Emerging Markets High Profitability ETF 6.6 41 17 6.8 -5.3
XT iShares Exponential Technologies ETF 6.6 46 12 4.9 -7.1
CHIQ Global X MSCI China Consumer Discretionary ETF 6.5 65 -7 16.2 +4.2
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 6.5 65 -7 4.3 -7.7
CGXU Capital Group International Focus Equity ETF 6.5 54 4 5.6 -6.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 6.4 20 38 6.3 -5.7
IXJ iShares Global Healthcare ETF 6.3 42 16 7.3 -4.8
IQDY FlexShares International Quality Dividend Dynamic Index Fund 6.3 47 11 8.4 -3.6
EMC Global X Emerging Markets Great Consumer ETF 6.3 75 -17 11.0 -1.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 6.3 30 28 7.0 -5.0
BBEU JPMorgan BetaBuilders Europe ETF 6.2 9 49 7.2 -4.8
KXI iShares Global Consumer Staples ETF 6.2 41 17 5.5 -6.5
BOTZ Global X Robotics & Artificial Intelligence ETF 6.2 69 -11 2.4 -9.6
CWI SPDR MSCI ACWI ex-US ETF 6.2 30 28 7.7 -4.4
UMMA Wahed Dow Jones Islamic World ETF 6.2 65 -7 5.4 -6.6
EWN iShares MSCI Netherlands ETF 6.1 50 8 5.6 -6.4
FEGE First Eagle Global Equity ETF 6.0 79 -21 7.0 -5.0
RFEU First Trust Riverfront Dynamic Europe ETF 6.0 83 -25 10.6 -1.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 6.0 46 12 6.7 -5.4
EZU iShares MSCI Eurozone ETF 6.0 52 6 6.8 -5.3
EFA iShares MSCI EAFE ETF 6.0 35 23 6.7 -5.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 6.0 15 43 8.1 -4.0
FBOT Fidelity Disruptive Automation ETF 5.9 50 8 3.6 -8.4
EUDG WisdomTree Europe Quality Dividend Growth Fund 5.9 58 0 6.9 -5.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 5.8 45 13 6.9 -5.1
STXI Strive International Developed Markets ETF 5.8 29 29 6.7 -5.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 5.8 20 38 6.5 -5.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 5.8 12 46 6.0 -6.0
FLEE Franklin FTSE Europe ETF 5.7 9 49 7.3 -4.7
HEDJ WisdomTree Europe Hedged Equity Fund 5.7 58 0 6.6 -5.5
ANEW ProShares MSCI Transformational Changes ETF 5.7 45 13 6.1 -5.9
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 5.7 40 18 7.2 -4.9
IQDG WisdomTree International Quality Dividend Growth Fund 5.6 42 16 7.3 -4.7
IMTM iShares MSCI Intl Momentum Factor ETF 5.5 30 28 5.5 -6.5
DIVI Franklin International Core Dividend Tilt Index ETF 5.5 9 49 7.9 -4.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 5.5 58 0 7.1 -4.9
IQDF FlexShares International Quality Dividend Index Fund 5.5 47 11 8.9 -3.1
IGRO iShares International Dividend Growth ETF 5.4 15 43 7.3 -4.8
DOL WisdomTree International LargeCap Dividend Fund 5.4 48 10 7.2 -4.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 5.4 9 49 9.1 -3.0
QINT American Century Quality Diversified International ETF 5.4 39 19 7.3 -4.7
IEFA iShares Core MSCI EAFE ETF 5.1 7 51 7.0 -5.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 5.0 30 28 9.2 -2.8
CQQQ Invesco China Technology ETF 5.0 70 -12 12.2 +0.2
IBOT Vaneck Robotics ETF 5.0 47 11 4.3 -7.7
NUEM Nuveen ESG Emerging Markets Equity ETF 4.9 36 22 8.0 -4.0
JCHI JPMorgan Active China ETF 4.8 65 -7 15.5 +3.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.8 36 22 6.5 -5.5
SCHF Schwab International Equity ETF 4.8 6 52 7.3 -4.7
GSID Goldman Sachs MarketBeta International Equity ETF 4.8 20 38 6.9 -5.1
HFXI IQ FTSE International Equity Currency Neutral ETF 4.7 20 38 7.1 -5.0
AGQI First Trust Active Global Quality Income ETF 4.7 85 -27 4.9 -7.1
BINV Brandes International ETF 4.7 70 -12 9.4 -2.6
DWMF WisdomTree International Multifactor Fund 4.7 38 20 7.0 -5.0
CGRO CoreValues Alpha Greater China Growth ETF 4.7 75 -17 4.5 -7.5
VYMI Vanguard International High Dividend Yield ETF 4.6 17 41 9.5 -2.5
JIRE JPMorgan International Research Enhanced Equity ETF 4.6 24 34 7.2 -4.9
AIVC Amplify Bloomberg AI Value Chain ETF 4.6 59 -1 5.5 -6.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 4.6 35 23 6.6 -5.4
IDEV iShares Core MSCI International Developed Markets ETF 4.6 4 54 7.0 -5.1
EVLU iShares MSCI Emerging Markets Value Factor ETF 4.5 35 23 18.6 +6.6
CGIE Capital Group International Equity ETF 4.5 54 4 5.1 -6.9
EMXF iShares ESG Advanced MSCI EM ETF 4.5 16 42 8.6 -3.4
IVES Wedbush ETFMG Global Cloud Technology ETF 4.5 68 -10 7.3 -4.7
FSZ First Trust Switzerland AlphaDEX Fund 4.4 80 -22 5.3 -6.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 4.4 45 13 8.8 -3.2
EWQ iShares MSCI France ETF 4.4 53 5 7.3 -4.7
DFAI Dimensional International Core Equity Market ETF 4.4 18 40 7.1 -4.9
VWID Virtus WMC International Dividend ETF 4.3 49 9 8.5 -3.6
VEA Vanguard FTSE Developed Markets ETF 4.3 3 55 7.2 -4.8
LVHI Franklin International Low Volatility High Dividend Index ET 4.3 40 18 10.3 -1.7
BKIE BNY Mellon International Equity ETF 4.3 4 54 7.0 -5.0
METV Roundhill Ball Metaverse ETF 4.2 59 -1 7.8 -4.2
SPDW SPDR Portfolio Developed World ex-US ETF 4.2 3 55 7.0 -5.0
ESGD iShares ESG Aware MSCI EAFE ETF 4.2 20 38 6.7 -5.3
JHMD John Hancock Multifactor Developed International ETF 4.1 39 19 7.6 -4.5
TTAI FCF International Quality ETF 4.1 59 -1 7.2 -4.8
FNDF Schwab Fundamental International Large Co. Index ETF 4.1 25 33 9.6 -2.4
EFG iShares MSCI EAFE Growth ETF 4.0 36 22 4.4 -7.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 3.9 40 18 7.4 -4.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.9 65 -7 2.1 -10.0
FDHT Fidelity Digital Health ETF 3.9 39 19 0.9 -11.2
JPXN iShares JPX-Nikkei 400 ETF 3.8 48 10 6.7 -5.4
EWG iShares MSCI Germany ETF 3.8 50 8 6.2 -5.8
RFDI First Trust Riverfront Dynamic Developed International ETF 3.8 83 -25 9.4 -2.6
FLGR Franklin FTSE Germany ETF 3.8 9 49 7.0 -5.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 3.8 30 28 7.9 -4.1
DWM WisdomTree International Equity Fund 3.8 48 10 7.4 -4.7
OAIM OneAscent International Equity ETF 3.7 95 -37 5.7 -6.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.7 75 -17 3.1 -8.9
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 3.7 32 26 6.0 -6.0
JGLO JPMorgan Global Select Equity ETF 3.7 33 25 4.9 -7.1
DAX Global X DAX Germany ETF 3.7 21 37 6.7 -5.3
IDMO Invesco S&P International Developed Momentum ETF 3.7 25 33 5.3 -6.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.7 20 38 5.6 -6.4
KLMT Invesco MSCI Global Climate 500 ETF 3.6 10 48 5.7 -6.3
EWL iShares MSCI Switzerland ETF 3.6 50 8 6.2 -5.8
JHID John Hancock International High Dividend ETF 3.6 46 12 9.5 -2.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 3.6 75 -17 9.7 -2.3
DIVS SmartETFs Dividend Builder ETF 3.6 65 -7 5.0 -7.0
BBJP JPMorgan BetaBuilders Japan ETF 3.6 19 39 6.8 -5.2
DBJP Xtrackers MSCI Japan Hedged Equity ETF 3.5 47 11 6.2 -5.8
IQSI IQ Candriam International Equity ETF 3.5 15 43 6.6 -5.4
STXE Strive Emerging Markets Ex-China ETF 3.5 32 26 7.9 -4.1
XC WisdomTree Emerging Markets Ex-China Fund 3.5 32 26 6.3 -5.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 3.5 25 33 7.3 -4.7
DFEV Dimensional Emerging Markets Value ETF 3.5 43 15 13.4 +1.4
ECOW Pacer Emerging Markets Cash Cows 100 ETF 3.4 70 -12 13.1 +1.1
EMMF WisdomTree Emerging Markets Multifactor Fund 3.4 48 10 7.5 -4.6
FIVA Fidelity International Value Factor ETF 3.4 18 40 9.9 -2.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.4 22 36 5.8 -6.3
ACWI iShares MSCI ACWI ETF 3.4 32 26 5.5 -6.5
NATO Themes Transatlantic Defense ETF 3.4 35 23 2.4 -9.6
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 3.3 24 34 8.2 -3.8
CIL VictoryShares International Volatility Wtd ETF 3.3 45 13 6.6 -5.4
HART IQ Healthy Hearts ETF 3.3 45 13 6.6 -5.4
AVSE Avantis Responsible Emerging Markets Equity ETF 3.3 33 25 8.6 -3.5
EMXC iShares MSCI Emerging Markets ex China ETF 3.3 25 33 7.8 -4.2
DMXF iShares ESG Advanced MSCI EAFE ETF 3.3 12 46 5.5 -6.5
DFSI Dimensional International Sustainability Core 1 ETF 3.3 24 34 6.3 -5.7
XCEM Columbia EM Core ex-China ETF 3.2 16 42 8.4 -3.6
XCNY SPDR S&P Emerging Markets ex-China ETF 3.2 15 43 7.8 -4.2
IXN iShares Global Tech ETF 3.2 41 17 3.6 -8.4
FDEV Fidelity International Multifactor ETF 3.2 18 40 7.5 -4.6
EWJ iShares MSCI Japan ETF 3.2 50 8 6.2 -5.9
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 3.2 32 26 7.0 -5.0
RNEM First Trust Emerging Markets Equity Select ETF 3.2 75 -17 7.7 -4.4
IXP iShares Global Comm Services ETF 3.1 42 16 5.6 -6.4
INTF iShares International Equity Factor ETF 3.1 15 43 7.6 -4.4
DFIV Dimensional International Value ETF 3.1 27 31 9.6 -2.4
DTH WisdomTree International High Dividend Fund 3.1 58 0 8.4 -3.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.1 68 -10 2.4 -9.6
GINN Goldman Sachs Innovate Equity ETF 3.1 52 6 3.7 -8.3
DEXC Dimensional Emerging Markets ex China Core EquityETF 3.1 53 5 7.9 -4.1
AVEM Avantis Emerging Markets Equity ETF 3.1 33 25 8.8 -3.2
NUDM Nuveen ESG International Developed Markets Equity ETF 3.1 31 27 6.3 -5.7
TPIF Timothy Plan International ETF 3.0 62 -4 6.2 -5.8
FLTW Franklin FTSE Taiwan ETF 3.0 19 39 6.8 -5.2
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 3.0 88 -30 8.9 -3.1
FTHF First Trust Emerging Markets Human Flourishing ETF 3.0 75 -17 8.6 -3.5
KNCT Invesco Next Gen Connectivity ETF 3.0 40 18 4.8 -7.2
EWT iShares MSCI Taiwan ETF 3.0 58 0 6.7 -5.3
IWTR iShares MSCI Water Management Multisector ETF 3.0 47 11 5.8 -6.2
FLJP Franklin FTSE Japan ETF 3.0 9 49 6.3 -5.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.0 12 46 5.2 -6.9
FLJH Franklin FTSE Japan Hedged ETF 3.0 9 49 6.1 -5.9
DTEC ALPS Disruptive Technologies ETF 3.0 50 8 3.9 -8.2
DSTX Distillate International Fundamental Stability & Value ETF 3.0 55 3 7.9 -4.1
AIQ Global X Artificial Intelligence & Technology ETF 2.9 68 -10 3.8 -8.2
CLNR IQ Cleaner Transport ETF 2.9 45 13 6.6 -5.4
VT Vanguard Total World Stock ETF 2.9 6 52 5.9 -6.2
RXI iShares Global Consumer Discretionary ETF 2.9 41 17 9.3 -2.8
DFIC Dimensional International Core Equity 2 ETF 2.9 23 35 7.4 -4.6
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 2.9 90 -32 7.0 -5.0
FGM First Trust Germany AlphaDEX Fund 2.8 80 -22 6.3 -5.7
SHLD Global X Defense Tech ETF 2.8 50 8 3.3 -8.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2.8 39 19 6.7 -5.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 2.8 65 -7 12.1 +0.1
IOO iShares Global 100 ETF 2.7 41 17 4.8 -7.3
DGT SPDR Global Dow ETF 2.7 50 8 7.0 -5.0
DWX SPDR S&P International Dividend ETF 2.7 45 13 6.1 -5.9
FENI Fidelity Enhanced International ETF 2.7 28 30 6.6 -5.4
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 2.7 80 -22 5.9 -6.1
FMET Fidelity Metaverse ETF 2.6 39 19 4.7 -7.3
ARVR First Trust Indxx Metaverse ETF 2.6 70 -12 4.0 -8.0
BNGE First Trust S-Network Streaming and Gaming ETF 2.6 70 -12 2.6 -9.4
ESPO VanEck Video Gaming and eSports ETF 2.6 56 2 3.9 -8.1
SOCL Global X Social Media ETF 2.6 65 -7 8.9 -3.1
IBLC iShares Blockchain and Tech ETF 2.6 47 11 -3.1 -15.1
IVRS iShares Future Metaverse Tech and Communications ETF 2.6 47 11 2.5 -9.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.6 75 -17 4.7 -7.3
ODDS Pacer BlueStar Digital Entertainment ETF 2.6 60 -2 2.1 -9.9
HEAL Global X HealthTech ETF 2.6 50 8 -0.7 -12.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.6 14 44 6.2 -5.8
OSEA Harbor International Compounders ETF 2.6 55 3 4.8 -7.2
DFNL Davis Select Financial ETF 2.6 63 -5 7.4 -4.6
DINT Davis Select International ETF 2.6 55 3 8.1 -3.9
DWLD Davis Select Worldwide ETF 2.6 63 -5 7.2 -4.9
FIDI Fidelity International High Dividend ETF 2.6 18 40 8.7 -3.4
BKCI BNY Mellon Concentrated International ETF 2.6 80 -22 5.3 -6.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 2.5 39 19 7.9 -4.1
FTAG First Trust Indxx Global Agriculture ETF 2.5 70 -12 8.2 -3.8
MOO VanEck Agribusiness ETF 2.5 53 5 10.3 -1.7
KROP Global X AgTech & Food Innovation ETF 2.5 50 8 6.6 -5.4
IVEG iShares Emergent Food and AgTech Multisector ETF 2.5 47 11 9.2 -2.8
WWJD Inspire International ETF 2.5 80 -22 7.3 -4.7
RCGE RockCreek Global Equality ETF 2.5 95 -37 6.7 -5.4
AVIV Avantis International Large Cap Value ETF 2.4 25 33 8.6 -3.5
VEGI iShares MSCI Agriculture Producers ETF 2.4 39 19 8.6 -3.5
EXI iShares Global Industrials ETF 2.4 42 16 4.5 -7.6
BULD Pacer BlueStar Engineering the Future ETF 2.4 60 -2 0.5 -11.6
FLBR Franklin FTSE Brazil ETF 2.4 19 39 14.5 +2.4
EWZ iShares MSCI Brazil ETF 2.4 58 0 13.2 +1.2
EDIV SPDR S&P Emerging Markets Dividend ETF 2.4 49 9 11.9 -0.2
DXIV Dimensional International Vector Equity ETF 2.3 34 24 7.8 -4.2
FCA First Trust China AlphaDEX Fund 2.3 80 -22 8.3 -3.7
EATZ AdvisorShares Restaurant ETF 2.3 101 -43 7.1 -4.9
PGJ Invesco Golden Dragon China ETF 2.3 70 -12 12.5 +0.5
TMFG Motley Fool Global Opportunities ETF 2.3 85 -27 3.9 -8.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.3 65 -7 4.6 -7.5
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 2.2 25 33 7.0 -5.1
AVSD Avantis Responsible International Equity ETF 2.2 23 35 5.7 -6.4
OZEM Roundhill GLP-1 & Weight Loss ETF 2.2 59 -1 0.5 -11.6
THNR Amplify Weight Loss Drug & Treatment ETF 2.2 59 -1 6.8 -5.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.2 70 -12 4.8 -7.2
GSFP Goldman Sachs Future Planet Equity ETF 2.2 75 -17 4.8 -7.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.2 25 33 7.1 -4.9
GDOC Goldman Sachs Future Health Care Equity ETF 2.1 75 -17 2.8 -9.2
IBUY Amplify Online Retail ETF 2.1 65 -7 0.9 -11.2
SHPP Pacer Industrials and Logistics ETF 2.1 60 -2 8.6 -3.4
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.1 60 -2 8.1 -3.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.1 9 49 5.7 -6.3
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 2.1 44 14 10.7 -1.4
IPAC iShares Core MSCI Pacific ETF 2.1 9 49 6.3 -5.7
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.1 80 -22 5.0 -7.0
EWJV iShares MSCI Japan Value ETF 2.1 15 43 8.8 -3.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 2.1 29 29 7.7 -4.3
ESGG FlexShares STOXX Global ESG Select Index Fund 2.0 42 16 5.4 -6.7
FDTX Fidelity Disruptive Technology ETF 2.0 50 8 2.7 -9.4
IPKW Invesco International BuyBack Achievers ETF 2.0 55 3 12.5 +0.5
EUFN iShares MSCI Europe Financials ETF 2.0 51 7 7.9 -4.1
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -17 5.2 -6.8
KNO AXS Knowledge Leaders ETF 1.9 78 -20 6.0 -6.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 1.9 50 8 11.1 -1.0
RGEF Rockefeller Global Equity ETF 1.9 55 3 4.8 -7.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.9 24 34 7.4 -4.6
IMOM Alpha Architect International Quantitative Momentum ETF 1.8 49 9 3.3 -8.8
DXJ WisdomTree Japan Hedged Equity Fund 1.8 48 10 7.5 -4.5
LYLD Cambria Large Cap Shareholder Yield ETF 1.8 59 -1 9.4 -2.6
CGDG Capital Group Dividend Growers ETF 1.8 47 11 6.3 -5.8
VPL Vanguard FTSE Pacific ETF 1.8 7 51 6.8 -5.2
AVDE Avantis International Equity ETF 1.8 23 35 7.4 -4.6
FLN First Trust Latin America AlphaDEX Fund 1.8 80 -22 10.4 -1.6
IDLV Invesco S&P International Developed Low Volatility ETF 1.8 25 33 6.3 -5.8
FDCF Fidelity Disruptive Communications ETF 1.8 50 8 2.8 -9.2
GLOF iShares Global Equity Factor ETF 1.8 20 38 6.5 -5.6
FLLA Franklin FTSE Latin America ETF 1.7 19 39 12.9 +0.9
ROAM Hartford Multifactor Emerging Markets ETF 1.7 44 14 12.2 +0.2
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.7 86 -28 0.4 -11.6
EBIZ Global X E-Commerce ETF 1.7 50 8 3.8 -8.2
EPOL iShares MSCI Poland ETF 1.7 59 -1 11.3 -0.8
CGUS Capital Group Core Equity ETF 1.7 33 25 4.3 -7.7
CGDV Capital Group Dividend Value ETF 1.7 33 25 4.5 -7.5
EFAS Global X MSCI SuperDividend EAFE ETF 1.7 57 1 8.3 -3.8
IDV iShares International Select Dividend ETF 1.7 51 7 10.6 -1.4
TOKE Cambria Cannabis ETF 1.7 42 16 1.0 -11.1
FEM First Trust Emerging Markets AlphaDEX Fund 1.6 80 -22 11.2 -0.8
FLAU Franklin FTSE Australia ETF 1.6 9 49 6.1 -6.0
ARTY iShares Future AI & Tech ETF 1.6 47 11 3.6 -8.5
QWLD SPDR MSCI World StrategicFactors ETF 1.6 30 28 5.9 -6.1
BOTT Themes Robotics & Automation ETF 1.5 35 23 4.1 -7.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.5 56 2 10.7 -1.3
URTH iShares MSCI World ETF 1.5 24 34 5.1 -7.0
TEMP JPMorgan Climate Change Solutions ETF 1.5 49 9 5.8 -6.3
SUPL ProShares Supply Chain Logistics ETF 1.5 58 0 11.8 -0.2
EWA iShares MSCI Australia ETF 1.5 50 8 5.6 -6.4
CGGO Capital Group Global Growth Equity ETF 1.4 47 11 4.7 -7.3
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.4 25 33 6.6 -5.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.4 61 -3 1.5 -10.6
BWEB Bitwise Web3 ETF 1.4 85 -27 -0.1 -12.1
PPIE Putnam PanAgora ESG International Equity ETF 1.4 49 9 7.4 -4.6
IBAT iShares Energy Storage & Materials ETF 1.4 47 11 3.8 -8.3
IDAT iShares Future Cloud 5G and Tech ETF 1.4 47 11 4.7 -7.3
TOK iShares MSCI Kokusai ETF 1.4 26 32 5.0 -7.0
FPAG FPA Global Equity ETF 1.4 49 9 5.7 -6.3
COPY Tweedy, Browne Insider + Value ETF 1.4 80 -22 11.8 -0.2
JPIN J.P. Morgan Diversified Return International Equity ETF 1.4 37 21 8.3 -3.7
FYLD Cambria Foreign Shareholder Yield ETF 1.3 59 -1 11.6 -0.4
BUYZ Franklin Disruptive Commerce ETF 1.3 50 8 2.2 -9.8
ISHP First Trust Nasdaq Retail ETF 1.3 60 -2 5.4 -6.6
BPAY BlackRock Future Financial and Technology ETF 1.3 70 -12 7.5 -4.6
FDFF Fidelity Disruptive Finance ETF 1.3 50 8 4.2 -7.8
ARKF ARK Fintech Innovation ETF 1.3 75 -17 -0.4 -12.5
FINX Global X FinTech ETF 1.3 68 -10 2.2 -9.9
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 1.3 75 -17 4.4 -7.6
LOUP Innovator Deepwater Frontier Tech ETF 1.3 70 -12 1.3 -10.8
BLES Inspire Global Hope ETF 1.3 61 -3 6.8 -5.3
RODE Hartford Multifactor Diversified International ETF 1.3 29 29 11.4 -0.7
PCGG Polen Capital Global Growth ETF 1.3 85 -27 3.8 -8.3
MNTL Tema Neuroscience and Mental Health ETF 1.3 75 -17 -1.0 -13.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.3 39 19 -1.4 -13.5
FLSW Franklin FTSE Switzerland ETF 1.3 9 49 6.4 -5.7
OCEN IQ Clean Oceans ETF 1.2 45 13 6.0 -6.0
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 1.2 19 39 5.8 -6.2
FEUZ First Trust Eurozone AlphaDEX ETF 1.2 80 -22 9.1 -2.9
EWK iShares MSCI Belgium ETF 1.2 50 8 4.4 -7.6
OGIG ALPS O'Shares Global Internet Giants ETF 1.2 48 10 1.6 -10.5
TOGA Tremblant Global ETF 1.2 69 -11 1.8 -10.2
DEW WisdomTree Global High Dividend Fund 1.2 58 0 8.4 -3.6
EDEN iShares MSCI Denmark ETF 1.2 53 5 7.0 -5.0
WUGI AXS Esoterica NextG Economy ETF 1.2 75 -17 2.3 -9.7
ETEC iShares Breakthrough Environmental Solutions ETF 1.2 47 11 3.3 -8.7
FMED Fidelity Disruptive Medicine ETF 1.1 50 8 -1.1 -13.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.1 61 -3 -2.0 -14.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 49 5.2 -6.8
BGRO iShares Large Cap Growth Active ETF 1.1 55 3 3.0 -9.0
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -18 5.1 -7.0
HAP VanEck Natural Resources ETF 1.0 50 8 9.4 -2.7
FJP First Trust Japan AlphaDEX Fund 1.0 80 -22 8.9 -3.2
DIM WisdomTree International MidCap Dividend Fund 1.0 58 0 7.5 -4.5
EPP iShares MSCI Pacific ex-Japan ETF 1.0 47 11 5.1 -6.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 43 6.0 -6.1
CZA Invesco Zacks Mid-Cap ETF 0.9 72 -14 6.5 -5.5
GVAL Cambria Global Value ETF 0.9 68 -10 10.5 -1.6
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 29 4.7 -7.4
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 -7 4.1 -7.9
CZAR Themes Natural Monopoly ETF 0.9 35 23 5.7 -6.3
MXI iShares Global Materials ETF 0.8 41 17 7.6 -4.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 13 2.7 -9.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.8 80 -22 9.6 -2.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -7 8.1 -4.0
FID First Trust S&P International Dividend Aristocrats ETF 0.7 60 -2 7.9 -4.1
FEP First Trust Europe AlphaDEX Fund 0.7 80 -22 9.1 -2.9
UIVM VictoryShares International Value Momentum ETF 0.7 35 23 8.9 -3.1
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.7 60 -2 3.6 -8.4
VAMO Cambria Value & Momentum ETF 0.7 61 -3 5.8 -6.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 33 5.9 -6.2
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 13 10.7 -1.3
INEQ Columbia International Equity Income ETF 0.6 45 13 8.1 -4.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 19 5.8 -6.3
WDIV SPDR S&P Global Dividend ETF 0.6 40 18 9.2 -2.8
SDG iShares MSCI Global Sustainable Development Goals ETF 0.6 49 9 5.8 -6.2
SCJ iShares MSCI Japan Small-Cap ETF 0.6 50 8 6.6 -5.5
IXG iShares Global Financials ETF 0.6 42 16 6.5 -5.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 38 6.2 -5.9
DEM WisdomTree Emerging Markets High Dividend Fund 0.6 63 -5 13.3 +1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 54 6.1 -5.9
IGPT Invesco AI and Next Gen Software ETF 0.5 60 -2 4.3 -7.8
CRTC Xtrackers US National Critical Technologies ETF 0.5 35 23 4.8 -7.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 38 -4.2 -16.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 9 6.8 -5.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.5 39 19 11.0 -1.0
DFIS Dimensional International Small Cap ETF 0.5 39 19 7.3 -4.7
IQM Franklin Intelligent Machines ETF 0.4 50 8 2.0 -10.0
VIDI Vident International Equity Strategy ETF 0.4 61 -3 10.9 -1.1
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 29 9.2 -2.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 18 6.9 -5.2
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -31 4.8 -7.3
AGNG Global X Aging Population ETF 0.3 50 8 4.9 -7.1
WLDR Affinity World Leaders Equity ETF 0.3 67 -9 7.5 -4.5
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 35 8.2 -3.9
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -22 4.4 -7.6
GVLU Gotham 1000 Value ETF 0.2 50 8 8.9 -3.2
DISV Dimensional International Small Cap Value ETF 0.2 42 16 9.1 -3.0
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 0 8.1 -4.0
SCHC Schwab International Small-Cap Equity ETF 0.1 11 47 6.6 -5.4
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 16 7.2 -4.8
AVDS Avantis International Small Cap Equity ETF 0.1 30 28 7.3 -4.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 50 6.1 -5.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 25 8.8 -3.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 47 4.9 -7.2
AVES Avantis Emerging Markets Value ETF 0.0 36 22 11.1 -0.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 37 3.7 -8.3
AVDV Avantis International Small Cap Value ETF 0.0 36 22 9.5 -2.5
EBI Longview Advantage ETF 0.0 35 23 6.5 -5.5

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:		 VanEck Morningstar International Moat 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 21.9 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 12.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.63
 
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.