Nuveen ESG Emerging Markets Equity ETF
ALTAR
Score™		 6.1% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 16.2x P/Sales
ratio		 1.6x
P/BV
ratio		 1.5x Div.
yield		 2.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The NuShares ESG Emerging Markets Equity ETF tracks an index of large- and midcap emerging-market stocks that score highly on environmental, social, and governance criteria. The index is optimized for marketlike risk and return characteristics.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Nuveen
Website www.nuveen.com
Inception date Jun 06, 2017
Assets (mns) $368
Currency USD
Expense ratio 36 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 189
Wgt avg mkt cap (mns) $207,740
Large cap (>$10bn) 82.0%
Mid cap ($2-10bn) 18.0%
Small cap (<$2bn) 0.0%
Developed mkts 5.5%
Emerging mkts 94.5%

TOP TEN HOLDINGS
TAIWAN SEMICONDUCTOR MANUFAC 17.1 %
HYNIX SEMICONDUCTOR INC 3.7 %
TENCENT HOLDINGS LTD 3.3 %
SK SQUARE CO., LTD. 2.9 %
DELTA ELECTRONICS INC 2.5 %
UNITED MICROELECTRONICS CORP 2.0 %
CHINA CONSTRUCTION BANK-H 2.0 %
CATHAY FINANCIAL HOLDING CO 1.9 %
LENOVO GROUP LTD 1.8 %
AXIS BANK LIMITED 1.7 %
Total 38.8 %

TOP COUNTRY EXPOSURE
TAIWAN 29.1 %
CHINA 21.1 %
SOUTH KOREA 17.1 %
INDIA 10.2 %
BRAZIL 3.2 %
SAUDI ARABIA 2.8 %
HONG KONG 2.2 %
SOUTH AFRICA 2.0 %
MALAYSIA 1.2 %
POLAND 1.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
19.3% 32.5% 5.3% -- 8.1%

Market Correlations
versus... Beta R-squared
S&P500 1.27 58%
MSCI EAFE 1.04 61%
MSCI Emg. Mkts. 0.88 94%

Technical Indicators
Recent close $40.05
30d moving avg. $41.45
Annualized volatility 16.7%
Short interest (ETF) 0.3%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 43
Turnover 0.5%
Bid/Ask (% of price) 0.76%
ADV underlying (mns) $12,082

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 448 potential alternatives to the Nuveen ESG Emerging Markets Equity ETF ETF based on the alternatives' overlap in portfolio holdings with NUEM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: NUEM Expense: 36 bp ALTAR Score™: 6.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH NUEM
Ticker Fund
Name		 Overlap1
vs NUEM
(%)		 Expense
ratio
(bp)		 Savings
vs NUEM
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs NUEM
(%)
ESGE iShares ESG Aware MSCI EM ETF 43.6 25 11 8.4 +2.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 40.3 30 6 8.2 +2.0
AIA iShares Asia 50 ETF 39.5 50 -14 7.8 +1.7
EMXF iShares ESG Advanced MSCI EM ETF 39.3 16 20 6.8 +0.6
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 38.0 69 -33 7.8 +1.6
EEM iShares MSCI Emerging Markets ETF 37.8 69 -33 8.0 +1.9
EEMA iShares MSCI Emerging Markets Asia ETF 37.3 49 -13 7.7 +1.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 37.3 70 -34 7.1 +1.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 36.1 24 12 5.4 -0.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 35.7 66 -30 7.5 +1.4
MEM Matthews Emerging Markets Equity Active ETF 35.6 79 -43 8.7 +2.5
EMXC iShares MSCI Emerging Markets ex China ETF 35.4 25 11 5.3 -0.9
STXE Strive Emerging Markets Ex-China ETF 35.1 32 4 5.4 -0.7
BKEM BNY Mellon Emerging Markets Equity ETF 35.1 11 25 24.6 +18.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 35.1 15 21 8.2 +2.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 35.0 32 4 7.7 +1.6
FLAX Franklin FTSE Asia Ex Japan ETF 35.0 19 17 7.3 +1.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 34.7 36 0 7.8 +1.7
XCEM Columbia EM Core ex-China ETF 34.6 16 20 5.2 -1.0
JADE JPMorgan Active Developing Markets Equity ETF 34.0 65 -29 6.1 -0.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 34.0 33 3 6.9 +0.8
IEMG iShares Core MSCI Emerging Markets ETF 33.8 9 27 8.4 +2.3
SCHE Schwab Emerging Markets Equity ETF 33.7 11 25 9.4 +3.3
JIVE JPMorgan International Value ETF 33.1 55 -19 8.0 +1.8
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 32.5 45 -9 8.2 +2.1
VWO Vanguard FTSE Emerging Markets ETF 32.4 7 29 9.2 +3.1
DFAE Dimensional Emerging Core Equity Market ETF 32.1 35 1 7.2 +1.1
EMGF iShares Emerging Markets Equity Factor ETF 30.9 25 11 9.2 +3.1
SPEM SPDR Portfolio Emerging Markets ETF 30.6 7 29 9.5 +3.4
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 30.5 88 -52 8.4 +2.2
ECON Columbia Emerging Markets Consumer ETF 30.4 49 -13 6.8 +0.7
EMC Global X Emerging Markets Great Consumer ETF 30.1 75 -39 7.4 +1.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 30.0 30 6 7.7 +1.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 29.8 15 21 9.1 +2.9
VEXC Vanguard Emerging Markets Ex-China ETF 29.7 7 29 5.8 -0.4
JHEM John Hancock Multifactor Emerging Markets ETF 29.3 49 -13 7.8 +1.6
XCNY SPDR S&P Emerging Markets ex-China ETF 28.8 15 21 5.8 -0.4
EWT iShares MSCI Taiwan ETF 28.3 58 -22 3.1 -3.0
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 28.3 40 -4 6.3 +0.1
EMMF WisdomTree Emerging Markets Multifactor Fund 27.9 48 -12 8.9 +2.7
FDEM Fidelity Emerging Markets Multifactor ETF 27.9 25 11 10.7 +4.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 27.8 41 -5 7.2 +1.0
FLTW Franklin FTSE Taiwan ETF 27.2 19 17 3.6 -2.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 26.9 38 -2 7.3 +1.2
DEHP Dimensional Emerging Markets High Profitability ETF 26.9 41 -5 5.1 -1.1
EMDM First Trust Bloomberg Emerging Market Democracies ETF 26.7 75 -39 6.5 +0.4
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 26.7 32 4 4.9 -1.2
PXH Invesco FTSE RAFI Emerging Markets ETF 26.3 49 -13 13.2 +7.1
EMM Global X Emerging Markets ex-China ETF 25.8 75 -39 5.0 -1.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 23.7 39 -3 13.4 +7.3
FTHF First Trust Emerging Markets Human Flourishing ETF 23.3 75 -39 6.1 -0.1
DEXC Dimensional Emerging Markets ex China Core EquityETF 23.2 53 -17 5.4 -0.8
AVEM Avantis Emerging Markets Equity ETF 23.2 33 3 7.3 +1.1
PATN Pacer Nasdaq International Patent Leaders ETF 22.3 65 -29 4.2 -2.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 22.2 25 11 6.2 +0.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 21.5 59 -23 8.8 +2.7
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 21.3 50 -14 8.6 +2.5
GMF SPDR S&P Emerging Asia Pacific ETF 20.8 49 -13 8.7 +2.6
AVSE Avantis Responsible Emerging Markets Equity ETF 20.3 33 3 6.9 +0.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 20.3 95 -59 10.1 +4.0
EEMO Invesco S&P Emerging Markets Momentum ETF 20.0 29 7 7.2 +1.1
BKF iShares MSCI BIC ETF 19.4 69 -33 14.5 +8.3
DFEV Dimensional Emerging Markets Value ETF 19.1 43 -7 9.8 +3.6
ROAM Hartford Multifactor Emerging Markets ETF 18.8 44 -8 7.9 +1.8
FLCH Franklin FTSE China ETF 17.5 19 17 17.8 +11.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 17.1 42 -6 4.1 -2.1
MCHI iShares MSCI China ETF 16.7 59 -23 20.1 +13.9
EVLU iShares MSCI Emerging Markets Value Factor ETF 16.2 35 1 10.3 +4.1
EWY iShares MSCI South Korea ETF 16.2 58 -22 3.8 -2.4
FLKR Franklin FTSE South Korea ETF 15.7 9 27 4.7 -1.4
GXC SPDR S & P China ETF 15.3 59 -23 18.8 +12.6
UEVM VictoryShares Emerging Markets Value Momentum ETF 15.2 45 -9 9.5 +3.3
FXI iShares China Large-Cap ETF 14.7 74 -38 20.2 +14.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 14.6 33 3 6.4 +0.2
VSGX Vanguard ESG International Stock ETF 13.5 10 26 6.6 +0.5
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 13.5 44 -8 9.4 +3.2
FRDM Freedom 100 Emerging Markets ETF 13.3 49 -13 5.6 -0.6
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 13.3 60 -24 9.1 +3.0
MINV Matthews Asia Innovators Active ETF 13.2 79 -43 5.8 -0.4
ACWX iShares MSCI ACWI ex U.S. ETF 13.1 34 2 6.3 +0.2
JIG JPMorgan International Growth ETF 12.8 55 -19 3.7 -2.4
KNCT Invesco Next Gen Connectivity ETF 12.5 40 -4 3.1 -3.0
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 12.4 80 -44 8.1 +2.0
VEU Vanguard FTSE All-World ex-US Index Fund 12.2 4 32 6.7 +0.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 12.0 18 18 6.3 +0.2
DEM WisdomTree Emerging Markets High Dividend Fund 11.8 63 -27 10.4 +4.2
CXSE WisdomTree China ex-State-Owned Enterprises Fund 11.8 32 4 14.3 +8.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 11.6 41 -5 5.9 -0.2
VXUS Vanguard Total International Stock ETF 11.5 5 31 6.6 +0.5
IXUS iShares Core MSCI Total International Stock ETF 11.4 7 29 6.6 +0.4
FRGN Horizon International Equity ETF 11.4 75 -39 7.8 +1.7
RNEM First Trust Emerging Markets Equity Select ETF 11.1 75 -39 7.8 +1.6
CGXU Capital Group International Focus Equity ETF 10.9 54 -18 3.9 -2.3
XC WisdomTree Emerging Markets Ex-China Fund 10.7 32 4 6.4 +0.3
MCH Matthews China Active ETF 10.5 79 -43 15.0 +8.8
INDA iShares MSCI India ETF 9.9 65 -29 4.5 -1.7
AVES Avantis Emerging Markets Value ETF 9.8 36 0 9.4 +3.2
TCHI iShares MSCI China Multisector Tech ETF 9.7 59 -23 14.7 +8.6
FLIN Franklin FTSE India ETF 8.9 19 17 4.1 -2.1
WRND IQ Global Equity R&D Leaders ETF 8.6 18 18 4.1 -2.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 8.5 47 -11 7.2 +1.0
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 8.3 90 -54 3.9 -2.2
JCHI JPMorgan Active China ETF 8.3 65 -29 15.1 +9.0
IQDF FlexShares International Quality Dividend Index Fund 8.2 47 -11 7.4 +1.3
ARTY iShares Future AI & Tech ETF 8.0 47 -11 2.7 -3.5
IXN iShares Global Tech ETF 8.0 41 -5 2.8 -3.4
KTEC KraneShares Hang Seng TECH Index ETF 8.0 69 -33 21.1 +15.0
FEM First Trust Emerging Markets AlphaDEX Fund 8.0 80 -44 9.2 +3.1
CWI SPDR MSCI ACWI ex-US ETF 7.8 30 6 6.4 +0.3
BAI iShares AI Innovation and Tech Active ETF 7.7 55 -19 1.1 -5.0
INDY iShares India 50 ETF 7.7 89 -53 5.2 -0.9
CLNR IQ Cleaner Transport ETF 7.6 45 -9 4.0 -2.2
NFTY First Trust India NIFTY 50 Equal Weight ETF 7.6 80 -44 4.8 -1.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 7.6 75 -39 2.0 -4.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 7.4 80 -44 3.8 -2.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 7.4 80 -44 7.1 +1.0
OAIM OneAscent International Equity ETF 7.4 95 -59 4.6 -1.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 7.2 30 6 6.5 +0.3
VPL Vanguard FTSE Pacific ETF 7.2 7 29 5.3 -0.8
ABLG Abacus FCF International Leaders ETF 7.1 59 -23 6.7 +0.6
EPI WisdomTree India Earnings Fund 7.0 85 -49 5.1 -1.1
AIQ Global X Artificial Intelligence & Technology ETF 6.7 68 -32 3.0 -3.2
FBOT Fidelity Disruptive Automation ETF 6.6 50 -14 3.0 -3.2
AQLT iShares MSCI Global Quality Factor ETF 6.6 18 18 0.0 -6.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 6.3 86 -50 12.6 +6.4
DVYE iShares Emerging Markets Dividend ETF 6.2 49 -13 17.6 +11.4
DOL WisdomTree International LargeCap Dividend Fund 6.2 48 -12 5.5 -0.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 6.1 78 -42 9.3 +3.2
EELV Invesco S&P Emerging Markets Low Volatility ETF 6.1 29 7 8.7 +2.6
IBAT iShares Energy Storage & Materials ETF 6.1 47 -11 1.8 -4.4
NXTG First Trust Indxx NextG ETF 6.0 70 -34 3.7 -2.5
DTCR Global X Data Center & Digital Infrastructure ETF 6.0 50 -14 3.6 -2.5
CGRO CoreValues Alpha Greater China Growth ETF 5.9 75 -39 5.1 -1.0
CHAT Roundhill Generative AI & Technology ETF 5.8 75 -39 4.6 -1.5
VYMI Vanguard International High Dividend Yield ETF 5.7 17 19 7.7 +1.6
OCEN IQ Clean Oceans ETF 5.7 45 -9 4.6 -1.5
KWEB KraneShares CSI China Internet ETF 5.7 69 -33 23.8 +17.7
ACWV iShares MSCI Global Min Vol Factor ETF 5.6 20 16 5.6 -0.5
FDNI First Trust Dow Jones International Internet ETF 5.5 65 -29 24.7 +18.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.4 20 16 4.7 -1.4
FLLA Franklin FTSE Latin America ETF 5.1 19 17 10.5 +4.4
AIS VistaShares Artificial Intelligence Supercycle ETF 5.1 75 -39 1.1 -5.0
FID First Trust S&P International Dividend Aristocrats ETF 5.1 60 -24 7.6 +1.5
VIDI Vident International Equity Strategy ETF 5.0 61 -25 8.4 +2.2
ACWI iShares MSCI ACWI ETF 4.8 32 4 4.7 -1.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.8 45 -9 2.1 -4.0
EYLD Cambria Emerging Shareholder Yield ETF 4.8 66 -30 9.2 +3.1
CQQQ Invesco China Technology ETF 4.8 70 -34 15.9 +9.8
MOTI VanEck Morningstar International Moat ETF 4.8 58 -22 9.7 +3.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.7 12 24 4.5 -1.7
KLMT Invesco MSCI Global Climate 500 ETF 4.7 10 26 4.9 -1.2
MOTG VanEck Morningstar Global Wide Moat ETF 4.6 52 -16 7.7 +1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.6 65 -29 7.3 +1.1
XT iShares Exponential Technologies ETF 4.5 46 -10 4.0 -2.2
FMET Fidelity Metaverse ETF 4.5 39 -3 4.4 -1.7
WDIV SPDR S&P Global Dividend ETF 4.5 40 -4 8.8 +2.7
UMMA Wahed Dow Jones Islamic World ETF 4.4 65 -29 3.6 -2.5
FLN First Trust Latin America AlphaDEX Fund 4.4 80 -44 9.8 +3.7
ANEW ProShares MSCI Transformational Changes ETF 4.4 45 -9 4.3 -1.8
INCO Columbia India Consumer ETF 4.4 75 -39 2.0 -4.1
DSTX Distillate International Fundamental Stability & Value ETF 4.3 55 -19 6.4 +0.2
VT Vanguard Total World Stock ETF 4.3 6 30 5.0 -1.1
IGRO iShares International Dividend Growth ETF 4.2 15 21 6.5 +0.4
TINY ProShares Nanotechnology ETF 4.1 58 -22 1.4 -4.7
ECOW Pacer Emerging Markets Cash Cows 100 ETF 4.0 70 -34 9.3 +3.1
SDEM Global X MSCI SuperDividend Emerging Markets ETF 4.0 67 -31 12.3 +6.1
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 4.0 65 -29 6.3 +0.2
IDHQ Invesco S&P International Developed High Quality ETF 4.0 29 7 5.0 -1.2
IXP iShares Global Comm Services ETF 4.0 42 -6 6.0 -0.2
IGPT Invesco AI and Next Gen Software ETF 3.9 60 -24 2.6 -3.5
AIVC Amplify Bloomberg AI Value Chain ETF 3.9 59 -23 3.7 -2.4
SCHY Schwab International Dividend Equity ETF 3.9 14 22 8.2 +2.0
AGIX KraneShares Artificial Intelligence and Technology ETF 3.9 99 -63 1.2 -4.9
BNGE First Trust S-Network Streaming and Gaming ETF 3.9 70 -34 3.0 -3.1
AGQI First Trust Active Global Quality Income ETF 3.9 85 -49 6.2 +0.1
SCHF Schwab International Equity ETF 3.8 6 30 5.9 -0.3
ARVR First Trust Indxx Metaverse ETF 3.8 70 -34 3.8 -2.4
FCA First Trust China AlphaDEX Fund 3.8 80 -44 8.4 +2.2
POW VistaShares Electrification Supercycle ETF 3.8 75 -39 2.4 -3.7
PIEL Pacer International Export Leaders ETF 3.7 60 -24 4.1 -2.1
CHPX Global X AI Semiconductor & Quantum ETF 3.7 50 -14 1.8 -4.3
GLOF iShares Global Equity Factor ETF 3.7 20 16 5.6 -0.6
METV Roundhill Ball Metaverse ETF 3.7 59 -23 8.2 +2.1
SOCL Global X Social Media ETF 3.7 65 -29 13.0 +6.9
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 3.6 75 -39 3.3 -2.9
ODDS Pacer BlueStar Digital Entertainment ETF 3.6 60 -24 4.6 -1.6
ESPO VanEck Video Gaming and eSports ETF 3.6 56 -20 6.4 +0.3
PBD Invesco Global Clean Energy ETF 3.6 75 -39 0.4 -5.8
VEA Vanguard FTSE Developed Markets ETF 3.6 3 33 5.9 -0.2
IVRS iShares Future Metaverse Tech and Communications ETF 3.5 47 -11 5.4 -0.8
UIVM VictoryShares International Value Momentum ETF 3.5 35 1 7.8 +1.6
PCGG Polen Capital Global Growth ETF 3.3 85 -49 4.0 -2.2
IBLC iShares Blockchain and Tech ETF 3.3 47 -11 -1.3 -7.5
SPDW SPDR Portfolio Developed World ex-US ETF 3.3 3 33 5.8 -0.3
HFXI IQ FTSE International Equity Currency Neutral ETF 3.2 20 16 5.6 -0.6
FLBR Franklin FTSE Brazil ETF 3.2 19 17 11.6 +5.5
GSIB Themes Global Systemically Important Banks ETF 3.1 35 1 7.5 +1.3
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 3.0 55 -19 6.4 +0.2
IXG iShares Global Financials ETF 3.0 42 -6 5.8 -0.4
OGIG ALPS O'Shares Global Internet Giants ETF 2.9 48 -12 2.5 -3.6
EWZ iShares MSCI Brazil ETF 2.8 58 -22 10.5 +4.3
KSA iShares MSCI Saudi Arabia ETF 2.8 74 -38 0.0 -6.1
FLSA Franklin FTSE Saudi Arabia ETF 2.8 39 -3 0.0 -6.1
IMFL Invesco International Developed Dynamic Multifactor ETF 2.8 34 2 5.1 -1.0
WWJD Inspire International ETF 2.7 80 -44 6.2 +0.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.7 72 -36 2.5 -3.6
JPIN J.P. Morgan Diversified Return International Equity ETF 2.7 37 -1 7.0 +0.8
NDIA Global X India Active ETF 2.6 75 -39 5.0 -1.1
PICK iShares MSCI Global Metals & Mining Producers ETF 2.6 39 -3 8.4 +2.3
BATT Amplify Lithium & Battery Technology ETF 2.6 59 -23 2.1 -4.0
CIL VictoryShares International Volatility Wtd ETF 2.6 45 -9 5.9 -0.3
TPIF Timothy Plan International ETF 2.5 62 -26 5.5 -0.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.5 45 -9 6.7 +0.5
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.5 60 -24 6.5 +0.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -29 1.4 -4.7
LIT Global X Lithium & Battery Tech ETF 2.3 75 -39 5.8 -0.4
ROBO ROBO Global Robotics & Automation Index ETF 2.3 95 -59 2.5 -3.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.3 9 27 4.9 -1.3
CHIQ Global X MSCI China Consumer Discretionary ETF 2.3 65 -29 13.5 +7.3
CGGO Capital Group Global Growth Equity ETF 2.2 47 -11 4.1 -2.1
EV Mast Global Battery Recycling & Production ETF 2.2 65 -29 6.4 +0.2
KGRN KraneShares MSCI China Clean Technology Index ETF 2.2 79 -43 3.7 -2.5
IDRV iShares Self-driving EV & Tech ETF 2.2 47 -11 1.5 -4.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.2 39 -3 1.1 -5.1
GINN Goldman Sachs Innovate Equity ETF 2.1 52 -16 3.7 -2.4
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -53 4.3 -1.9
ILF iShares Latin America 40 ETF 2.1 48 -12 9.4 +3.3
RXI iShares Global Consumer Discretionary ETF 2.1 41 -5 8.2 +2.0
FNDF Schwab Fundamental International Large Co. Index ETF 2.1 25 11 7.3 +1.1
EZA iShares MSCI South Africa ETF 2.0 58 -22 9.6 +3.4
CARZ First Trust NASDAQ Global Auto Index Fund 2.0 70 -34 2.5 -3.6
FDCF Fidelity Disruptive Communications ETF 2.0 50 -14 1.9 -4.2
SMOG VanEck Low Carbon Energy ETF 1.9 61 -25 1.4 -4.8
CTEC Global X CleanTech ETF 1.9 50 -14 0.0 -6.1
GEW Cambria Global EW ETF 1.8 29 7 5.3 -0.8
IBUY Amplify Online Retail ETF 1.8 65 -29 2.2 -4.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.8 24 12 6.9 +0.7
IQM Franklin Intelligent Machines ETF 1.8 50 -14 1.3 -4.9
DWLD Davis Select Worldwide ETF 1.8 63 -27 6.6 +0.5
DINT Davis Select International ETF 1.8 55 -19 5.9 -0.3
IPAV Global X Infrastructure Development ex-U.S. ETF 1.7 55 -19 6.0 -0.1
ERTH Invesco MSCI Sustainable Future ETF 1.7 62 -26 3.3 -2.9
PIN Invesco India ETF 1.7 78 -42 5.4 -0.8
BLES Inspire Global Hope ETF 1.7 61 -25 5.7 -0.5
DGT State Street SPDR Global Dow ETF 1.7 50 -14 5.6 -0.6
AFK VanEck Africa Index ETF 1.7 98 -62 11.5 +5.3
CGIE Capital Group International Equity ETF 1.6 54 -18 4.5 -1.6
DRIV Global X Autonomous & Electric Vehicles ETF 1.6 68 -32 3.5 -2.6
GGME Invesco Next Gen Media and Gaming ETF 1.6 60 -24 4.6 -1.5
BRAZ Global X Brazil Active ETF 1.5 75 -39 10.2 +4.0
OND ProShares On-Demand ETF 1.4 58 -22 0.5 -5.6
BWEB Bitwise Web3 ETF 1.4 85 -49 -0.1 -6.2
GVAL Cambria Global Value ETF 1.4 68 -32 8.4 +2.3
DEW WisdomTree Global High Dividend Fund 1.4 58 -22 6.9 +0.8
FTAG First Trust Indxx Global Agriculture ETF 1.4 70 -34 7.1 +1.0
RCGE RockCreek Global Equality ETF 1.3 95 -59 5.8 -0.4
DTAN Sparkline International Intangible Value ETF 1.3 55 -19 7.0 +0.9
MOTO SmartETFs Smart Transportation & Technology ETF 1.3 68 -32 5.6 -0.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 -22 3.6 -2.5
OBOR KraneShares MSCI One Belt One Road Index ETF 1.3 79 -43 7.5 +1.3
ISHP First Trust Nasdaq Retail ETF 1.3 60 -24 5.3 -0.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.3 46 -10 7.9 +1.7
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -39 4.5 -1.6
EWM iShares MSCI Malaysia ETF 1.2 50 -14 6.5 +0.3
EPOL iShares MSCI Poland ETF 1.2 59 -23 8.4 +2.2
EDIV SPDR S&P Emerging Markets Dividend ETF 1.2 49 -13 9.0 +2.8
CNYA iShares MSCI China A ETF 1.2 60 -24 6.6 +0.5
ION ProShares S&P Global Core Battery Metals ETF 1.2 58 -22 6.8 +0.7
CRAK VanEck Oil Refiners ETF 1.1 61 -25 8.1 +1.9
TTAI FCF International Quality ETF 1.1 59 -23 6.9 +0.8
DWX SPDR S&P International Dividend ETF 1.1 45 -9 6.6 +0.4
KURE KraneShares MSCI All China Health Care Index ETF 1.1 65 -29 2.7 -3.4
FLMX Franklin FTSE Mexico ETF 1.1 19 17 8.7 +2.6
EWW iShares MSCI Mexico ETF 1.1 50 -14 8.3 +2.1
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.0 65 -29 7.9 +1.8
GLIN VanEck India Growth Leaders ETF 1.0 77 -41 5.4 -0.7
UAE iShares MSCI UAE ETF 1.0 59 -23 0.0 -6.1
SETM Sprott Energy Transition Materials ETF 0.9 65 -29 2.1 -4.1
FFOG Franklin Focused Growth ETF 0.9 61 -25 1.7 -4.4
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 -13 4.6 -1.6
BUYZ Franklin Disruptive Commerce ETF 0.9 50 -14 2.5 -3.7
EXI iShares Global Industrials ETF 0.9 42 -6 3.5 -2.6
IOO iShares Global 100 ETF 0.9 41 -5 3.8 -2.3
JETS U.S. Global Jets ETF 0.9 60 -24 2.3 -3.9
JGLO JPMorgan Global Select Equity ETF 0.8 33 3 4.3 -1.9
ASEA Global X FTSE Southeast Asia ETF 0.8 65 -29 5.1 -1.0
URA Global X Uranium ETF 0.8 69 -33 1.2 -5.0
FPXI First Trust International Equity Opportunities ETF 0.8 70 -34 4.1 -2.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.8 86 -50 0.2 -5.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.7 39 -3 6.8 +0.6
GCOW Pacer Global Cash Cows Dividend ETF 0.7 60 -24 9.1 +3.0
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.7 12 24 8.4 +2.3
VCLN Virtus Duff & Phelps Clean Energy ETF 0.7 59 -23 2.8 -3.4
CGGR Capital Group Growth ETF 0.7 39 -3 2.7 -3.5
FEOE First Eagle Overseas Equity ETF 0.7 79 -43 6.0 -0.2
ICLN iShares Global Clean Energy ETF 0.7 41 -5 2.1 -4.0
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -44 14.3 +8.1
ICPY Tweedy, Browne International Insider Value ETF 0.7 80 -44 20.5 +14.3
EDOG ALPS Emerging Sector Dividend Dogs ETF 0.7 60 -24 10.6 +4.5
QAT iShares MSCI Qatar ETF 0.7 59 -23 50.9 +44.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.7 49 -13 6.1 -0.1
HUMN Roundhill Humanoid Robotics ETF 0.7 75 -39 1.5 -4.7
SILJ ETFMG Prime Junior Silver Miners ETF 0.6 69 -33 0.7 -5.5
DRGN Themes China Generative Artificial Intelligence ETF 0.6 39 -3 9.8 +3.6
SRVR Pacer Data & Infrastructure Real Estate ETF 0.6 55 -19 4.2 -1.9
SNSR Global X Internet of Things ETF 0.6 68 -32 3.5 -2.6
FEGE First Eagle Global Equity ETF 0.6 79 -43 5.9 -0.2
DFNL Davis Select Financial ETF 0.6 63 -27 7.0 +0.8
EPU iShares MSCI Peru and Global Exposure ETF 0.6 59 -23 4.4 -1.7
OTGL OTG Latin America ETF 0.6 269 -233 7.6 +1.4
TNUK Tortoise Nuclear Renaissance ETF 0.6 75 -39 0.9 -5.2
ETEC iShares Breakthrough Environmental Solutions ETF 0.6 47 -11 3.2 -3.0
GDX VanEck Gold Miners ETF 0.6 51 -15 3.5 -2.6
GDXJ VanEck Junior Gold Miners ETF 0.6 52 -16 3.6 -2.6
EMIF iShares Emerging Markets Infrastructure ETF 0.6 60 -24 2.9 -3.2
ECH iShares MSCI Chile ETF 0.6 58 -22 7.6 +1.5
CGDG Capital Group Dividend Growers ETF 0.5 47 -11 5.1 -1.1
FPAG FPA Global Equity ETF 0.5 49 -13 5.6 -0.6
TUR iShares MSCI Turkey ETF 0.5 58 -22 13.7 +7.6
SHPP Pacer Industrials and Logistics ETF 0.4 60 -24 6.6 +0.4
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.4 19 17 5.2 -1.0
GMET VanEck Green Metals ETF 0.4 63 -27 1.2 -4.9
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -34 6.9 +0.7
SIL Global X Silver Miners ETF 0.4 65 -29 2.2 -3.9
AADR AdvisorShares Dorsey Wright ADR ETF 0.4 110 -74 3.2 -3.0
AUAU Global X Gold Miners ETF 0.4 35 1 3.1 -3.1
COPA Themes Copper Miners ETF 0.4 35 1 3.2 -2.9
RING iShares MSCI Global Gold Miners ETF 0.4 39 -3 4.2 -2.0
SHLD Global X Defense Tech ETF 0.4 50 -14 3.2 -3.0
COLO Global X MSCI Colombia ETF 0.4 62 -26 14.1 +8.0
VEGI iShares MSCI Agriculture Producers ETF 0.4 39 -3 7.7 +1.6
HERO Global X Video Games & Esports ETF 0.4 50 -14 5.8 -0.3
CGV Conductor Global Equity Value ETF 0.4 130 -94 7.9 +1.8
BMED Future Health ETF 0.3 85 -49 1.1 -5.1
IQSI IQ Candriam International Equity ETF 0.3 15 21 5.5 -0.6
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -70 9.7 +3.5
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 -3 8.5 +2.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.3 47 -11 5.0 -1.1
BINV Brandes International ETF 0.3 70 -34 8.1 +2.0
LITP Sprott Lithium Miners ETF 0.3 65 -29 1.4 -4.8
KXI iShares Global Consumer Staples ETF 0.3 41 -5 5.3 -0.9
REMX VanEck Rare Earth/Strategic Metals ETF 0.3 54 -18 3.8 -2.4
NERD Roundhill Video Games ETF 0.3 50 -14 7.7 +1.6
VGK Vanguard FTSE Europe ETF 0.3 6 30 6.4 +0.3
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 27 6.1 -0.1
FLEE Franklin FTSE Europe ETF 0.3 9 27 6.2 +0.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.3 68 -32 2.2 -4.0
FDHT Fidelity Digital Health ETF 0.3 39 -3 1.8 -4.4
SPEU SPDR Portfolio Europe ETF 0.2 7 29 6.4 +0.2
AGMI Themes Silver Miners ETF 0.2 35 1 4.6 -1.5
COPX Global X Copper Miners ETF 0.2 65 -29 4.5 -1.7
MXI iShares Global Materials ETF 0.2 41 -5 6.2 +0.1
IQRA IQ CBRE Real Assets ETF 0.2 65 -29 5.7 -0.4
ICOP iShares Copper and Metals Mining ETF 0.2 47 -11 5.8 -0.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.2 58 -22 9.1 +3.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.2 38 -2 3.9 -2.3
TINT ProShares Smart Materials ETF 0.2 58 -22 5.8 -0.3
BOAT SonicShares Global Shipping ETF 0.2 69 -33 20.0 +13.8
INTF iShares International Equity Factor ETF 0.2 15 21 6.4 +0.2
MDEV First Trust Indxx Medical Devices ETF 0.2 70 -34 4.8 -1.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 16 5.7 -0.4
EIDO iShares MSCI Indonesia ETF 0.2 59 -23 10.9 +4.8
IXJ iShares Global Healthcare ETF 0.2 42 -6 6.1 -0.0
IDX VanEck Indonesia Index ETF 0.2 57 -21 10.0 +3.9
GOEX Global X Gold Explorers ETF 0.2 65 -29 2.6 -3.5
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.2 42 -6 8.3 +2.2
AGNG Global X Aging Population ETF 0.2 50 -14 4.1 -2.0
BKIE BNY Mellon International Equity ETF 0.2 4 32 17.7 +11.5
FDEV Fidelity International Multifactor ETF 0.2 18 18 7.1 +0.9
HAP VanEck Natural Resources ETF 0.2 50 -14 6.8 +0.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.2 70 -34 4.1 -2.0
DGIN VanEck Digital India ETF 0.2 71 -35 1.4 -4.8
SCHC Schwab International Small-Cap Equity ETF 0.2 11 25 6.8 +0.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 28 6.5 +0.4
APIE ActivePassive International Equity ETF 0.2 45 -9 6.3 +0.1
EBIZ Global X E-Commerce ETF 0.2 50 -14 4.5 -1.7
INQQ India Internet & Ecommerce ETF 0.2 86 -50 0.5 -5.6
SDIV Global X Superdividend ETF 0.2 58 -22 13.6 +7.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 11 5.4 -0.7
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.1 10 26 8.4 +2.2
EPHE iShares MSCI Philippines ETF 0.1 59 -23 0.0 -6.1
INEQ Columbia International Equity Income ETF 0.1 45 -9 7.6 +1.4
SUPL ProShares Supply Chain Logistics ETF 0.1 58 -22 7.6 +1.5
IDOG ALPS International Sector Dividend Dogs ETF 0.1 50 -14 9.1 +2.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 -3 6.9 +0.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -44 9.7 +3.5
SAGP Strategas Global Policy Opportunities ETF 0.1 65 -29 4.7 -1.4
IPOS Renaissance International IPO ETF 0.1 80 -44 0.0 -6.1
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 26 5.9 -0.3
LIMI Themes Lithium & Battery Metal Miners ETF 0.1 35 1 3.7 -2.4
PGJ Invesco Golden Dragon China ETF 0.1 70 -34 15.0 +8.8
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 69 -33 2.1 -4.1
RNRG Global X Renewable Energy Producers ETF 0.1 66 -30 4.8 -1.4
AOTS AOT Software Platform ETF 0.1 49 -13 4.7 -1.4
IGF iShares Global Infrastructure ETF 0.1 41 -5 4.2 -1.9
GII SPDR S&P Global Infrastructure ETF 0.1 40 -4 4.2 -1.9
HART IQ Healthy Hearts ETF 0.1 45 -9 5.9 -0.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 27 6.5 +0.3
IDMO Invesco S&P International Developed Momentum ETF 0.0 25 11 5.1 -1.0
CGW Invesco S&P Global Water Index ETF 0.0 57 -21 4.5 -1.7
HEAL Global X HealthTech ETF 0.0 50 -14 -1.5 -7.6
FXO First Trust Financials AlphaDEX Fund 0.0 62 -26 7.6 +1.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.0 15 21 7.7 +1.5
IWR iShares Russell Midcap ETF 0.0 19 17 5.3 -0.9
REVS Columbia Research Enhanced Value ETF 0.0 19 17 6.4 +0.2
LRGF iShares U.S. Equity Factor ETF 0.0 8 28 4.6 -1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.0 30 6 3.8 -2.3
IYF iShares U.S. Financials ETF 0.0 40 -4 5.4 -0.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.0 38 -2 4.9 -1.2
RECS Columbia Research Enhanced Core ETF 0.0 15 21 5.3 -0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.0 14 22 4.2 -2.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.0 20 16 6.1 -0.1
CZA Invesco Zacks Mid-Cap ETF 0.0 72 -36 5.6 -0.6
VFVA Vanguard U.S. Value Factor ETF 0.0 13 23 8.8 +2.7
FDLS Inspire Fidelis Multi Factor ETF 0.0 76 -40 3.1 -3.0
SMMD iShares Russell 2500 ETF 0.0 15 21 5.4 -0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.0 15 21 4.9 -1.3
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -6 3.6 -2.6
IWS iShares Russell Mid-Cap Value ETF 0.0 23 13 5.8 -0.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 15 3.0 -3.2
VYM Vanguard High Dividend Yield Index ETF 0.0 6 30 6.0 -0.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 16 5.9 -0.3
IPKW Invesco International BuyBack Achievers ETF 0.0 55 -19 7.8 +1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.0 35 1 5.6 -0.6
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 19 6.3 +0.1
VFMO Vanguard U.S. Momentum Factor ETF 0.0 13 23 1.8 -4.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 -3 6.2 +0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.0 12 24 5.2 -1.0
IWD iShares Russell 1000 Value ETF 0.0 19 17 5.1 -1.0
VONV Vanguard Russell 1000 Value ETF 0.0 7 29 5.2 -0.9
DFIV Dimensional International Value ETF 0.0 27 9 7.5 +1.4
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 27 4.2 -2.0
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 13 5.3 -0.9
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -13 4.9 -1.3
IWB iShares Russell 1000 ETF 0.0 15 21 4.2 -2.0
IWV iShares Russell 3000 ETF 0.0 20 16 4.0 -2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -6 4.0 -2.1
AVSD Avantis Responsible International Equity ETF 0.0 23 13 5.8 -0.3
VONE Vanguard Russell 1000 ETF 0.0 7 29 4.2 -1.9
AVDE Avantis International Equity ETF 0.0 23 13 6.1 -0.0
ENHU iShares Enhanced Large Cap Core Active ETF 0.0 22 14 4.1 -2.0
VTHR Vanguard Russell 3000 ETF 0.0 7 29 4.2 -2.0
DFIC Dimensional International Core Equity 2 ETF 0.0 23 13 6.2 +0.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 -22 8.8 +2.7
DIHP Dimensional International High Profitability ETF 0.0 29 7 5.7 -0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 24 3.7 -2.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -29 7.1 +0.9
DFAI Dimensional International Core Equity Market ETF 0.0 18 18 5.9 -0.2

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:		 Nuveen ESG Emerging Markets Equity ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.6 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 36 bp
Equals: ALTAR Score 6.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.52 CATEGORY
AVERAGE		 1.53
 
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.