Pacer Nasdaq International Patent Leaders ETF
ALTAR
Score™		 4.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 24.2x P/Sales
ratio		 9.2x
P/BV
ratio		 5.6x Div.
yield		 0.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Pacer Nasdaq International Patent Leaders ETF seeks to provide investment results that correspond generally to the performance of the Nasdaq International Patent Leaders Index, which includes companies outside of the U.S. that hold a significant number of patents and exhibit strong performance potential.

FUND BASICS
Category International Equities
Fund Sponsor Pacer
Website www.paceretfs.com/products/patn
Inception date Sep 16, 2024
Assets (mns) $5
Currency USD
Expense ratio 65 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 100
Wgt avg mkt cap (mns) $226,657
Large cap (>$10bn) 94.3%
Mid cap ($2-10bn) 5.7%
Small cap (<$2bn) 0.0%
Developed mkts 71.8%
Emerging mkts 28.2%

TOP TEN HOLDINGS
TAIWAN SEMICONDUCTOR MANUFAC 8.7 %
TENCENT HOLDINGS LTD 7.5 %
SAP AG 4.1 %
TOYOTA MOTOR CORP 3.7 %
ASML HOLDING NV 3.6 %
NESTLE SA-REG 3.4 %
ROCHE HOLDING LTD 3.2 %
ASTRAZENECA PLC 3.1 %
NOVARTIS AG 3.1 %
SAMSUNG ELECTRONICS CO LTD 2.9 %
Total 43.1 %

TOP COUNTRY EXPOSURE
JAPAN 26.3 %
SWITZERLAND 11.7 %
CHINA 11.2 %
TAIWAN 11.1 %
GERMANY 10.0 %
FRANCE 9.8 %
SOUTH KOREA 6.6 %
NETHERLANDS 5.8 %
BRITAIN 5.4 %
FINLAND 0.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
6.3% -- -- -- 4.7%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $20.77
30d moving avg. $21.47
Annualized volatility 0.0%
Short interest (ETF) 1.9%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 10
Turnover 4.6%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $15,987

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 455 potential alternatives to the Pacer Nasdaq International Patent Leaders ETF ETF based on the alternatives' overlap in portfolio holdings with PATN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PATN Expense: 65 bp ALTAR Score™: 4.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PATN
Ticker Fund
Name		 Overlap1
vs PATN
(%)		 Expense
ratio
(bp)		 Savings
vs PATN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PATN
(%)
UMMA Wahed Dow Jones Islamic World ETF 39.3 65 0 5.3 +1.3
DTAN Sparkline International Intangible Value ETF 36.0 55 10 7.2 +3.2
EFG iShares MSCI EAFE Growth ETF 30.8 36 29 4.5 +0.5
IMFL Invesco International Developed Dynamic Multifactor ETF 29.3 34 31 6.2 +2.2
OEUR ALPS O'Shares Europe Quality Dividend ETF 28.8 48 17 5.9 +2.0
AIA iShares Asia 50 ETF 28.2 50 15 14.7 +10.7
STXI Strive International Developed Markets ETF 27.3 29 36 5.9 +2.0
EEMA iShares MSCI Emerging Markets Asia ETF 26.7 49 16 10.7 +6.7
IDHQ Invesco S&P International Developed High Quality ETF 26.7 29 36 6.7 +2.7
IQSI IQ Candriam International Equity ETF 26.6 15 50 6.7 +2.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 26.5 20 45 6.6 +2.6
WRND IQ Global Equity R&D Leaders ETF 26.5 18 47 7.9 +3.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 26.1 20 45 11.3 +7.3
IVLU iShares MSCI Intl Value Factor ETF 26.1 30 35 11.1 +7.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 25.6 15 50 8.6 +4.6
EWJ iShares MSCI Japan ETF 25.6 50 15 7.1 +3.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 25.5 47 18 7.1 +3.1
BBJP JPMorgan BetaBuilders Japan ETF 25.4 19 46 7.6 +3.6
VIGI Vanguard International Dividend Appreciation ETF 25.2 15 50 6.2 +2.2
FLJP Franklin FTSE Japan ETF 25.2 9 56 7.0 +3.0
IEV iShares Europe ETF 25.1 67 -2 6.9 +3.0
FLJH Franklin FTSE Japan Hedged ETF 25.1 9 56 6.7 +2.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 25.1 70 -5 9.8 +5.9
EFA iShares MSCI EAFE ETF 24.9 35 30 7.0 +3.1
JIRE JPMorgan International Research Enhanced Equity ETF 24.7 24 41 7.4 +3.4
EZU iShares MSCI Eurozone ETF 24.6 52 13 6.8 +2.8
FEZ SPDR EURO STOXX 50 ETF 24.0 29 36 7.2 +3.2
ESGD iShares ESG Aware MSCI EAFE ETF 24.0 20 45 7.1 +3.2
DIVI Franklin International Core Dividend Tilt Index ETF 23.9 9 56 8.2 +4.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 23.9 30 35 10.6 +6.6
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 23.7 25 40 7.4 +3.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 23.5 33 32 10.6 +6.6
FLAX Franklin FTSE Asia Ex Japan ETF 23.3 19 46 10.8 +6.9
HFXI IQ FTSE International Equity Currency Neutral ETF 23.3 20 45 7.4 +3.4
OSEA Harbor International Compounders ETF 23.1 55 10 4.7 +0.7
EEM iShares MSCI Emerging Markets ETF 22.9 69 -4 10.7 +6.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 22.6 66 -1 10.2 +6.2
ACWX iShares MSCI ACWI ex U.S. ETF 22.5 34 31 8.1 +4.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 22.4 45 20 6.6 +2.7
VPL Vanguard FTSE Pacific ETF 22.3 8 57 7.7 +3.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 22.3 20 45 6.7 +2.8
IEUR iShares Core MSCI Europe ETF 22.3 11 54 7.4 +3.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 22.2 14 51 6.0 +2.1
ESGE iShares ESG Aware MSCI EM ETF 22.1 25 40 10.7 +6.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 22.0 30 35 7.3 +3.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 21.9 15 50 10.8 +6.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 21.9 36 29 6.9 +2.9
BKEM BNY Mellon Emerging Markets Equity ETF 21.8 11 54 11.8 +7.8
GSID Goldman Sachs MarketBeta International Equity ETF 21.7 20 45 7.1 +3.2
SPEU SPDR Portfolio Europe ETF 21.6 7 58 7.5 +3.5
JPXN iShares JPX-Nikkei 400 ETF 21.5 48 17 7.5 +3.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 21.5 36 29 11.2 +7.2
MEM Matthews Emerging Markets Equity Active ETF 21.4 79 -14 8.5 +4.5
IEFA iShares Core MSCI EAFE ETF 21.3 7 58 7.4 +3.4
VGK Vanguard FTSE Europe ETF 21.3 11 54 7.5 +3.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 21.1 45 20 11.0 +7.0
MINV Matthews Asia Innovators Active ETF 21.0 79 -14 7.7 +3.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 21.0 46 19 6.8 +2.8
BBEU JPMorgan BetaBuilders Europe ETF 20.9 9 56 7.2 +3.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 20.8 32 33 9.6 +5.6
FNDF Schwab Fundamental International Large Co. Index ETF 20.7 25 40 10.1 +6.1
VEU Vanguard FTSE All-World ex-US Index Fund 20.5 8 57 8.5 +4.5
FENI Fidelity Enhanced International ETF 20.5 28 37 7.0 +3.0
EMGF iShares Emerging Markets Equity Factor ETF 20.4 25 40 12.4 +8.5
DMXF iShares ESG Advanced MSCI EAFE ETF 20.4 12 53 5.8 +1.8
IPAC iShares Core MSCI Pacific ETF 20.3 9 56 7.1 +3.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 20.2 41 24 7.1 +3.1
IQLT iShares MSCI Intl Quality Factor ETF 20.1 30 35 6.3 +2.4
CWI SPDR MSCI ACWI ex-US ETF 20.1 30 35 8.2 +4.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 20.0 18 47 8.1 +4.1
SCHF Schwab International Equity ETF 20.0 6 59 7.7 +3.7
FDEM Fidelity Emerging Markets Multifactor ETF 20.0 25 40 13.5 +9.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 20.0 12 53 6.2 +2.2
FLEE Franklin FTSE Europe ETF 19.9 9 56 7.0 +3.0
IEMG iShares Core MSCI Emerging Markets ETF 19.8 9 56 10.9 +6.9
JIG JPMorgan International Growth ETF 19.8 55 10 4.8 +0.8
IGRO iShares International Dividend Growth ETF 19.8 15 50 7.3 +3.3
ECON Columbia Emerging Markets Consumer ETF 19.7 49 16 12.9 +9.0
EUDG WisdomTree Europe Quality Dividend Growth Fund 19.5 58 7 6.5 +2.6
FIVA Fidelity International Value Factor ETF 19.4 18 47 10.5 +6.5
VEA Vanguard FTSE Developed Markets ETF 19.4 5 60 7.6 +3.6
EFV iShares MSCI EAFE Value ETF 19.4 34 31 9.4 +5.5
BKIE BNY Mellon International Equity ETF 19.4 4 61 7.3 +3.3
IXUS iShares Core MSCI Total International Stock ETF 19.3 7 58 8.3 +4.3
DOL WisdomTree International LargeCap Dividend Fund 19.3 48 17 7.5 +3.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 19.2 45 20 9.3 +5.4
IDEV iShares Core MSCI International Developed Markets ETF 19.1 4 61 7.4 +3.4
SPDW SPDR Portfolio Developed World ex-US ETF 18.9 3 62 7.5 +3.5
DFAE Dimensional Emerging Core Equity Market ETF 18.9 35 30 10.2 +6.2
IMTM iShares MSCI Intl Momentum Factor ETF 18.8 30 35 5.6 +1.7
SCHE Schwab Emerging Markets Equity ETF 18.8 11 54 11.6 +7.6
DIHP Dimensional International High Profitability ETF 18.8 29 36 7.4 +3.4
CGIE Capital Group International Equity ETF 18.7 54 11 5.1 +1.2
VXUS Vanguard Total International Stock ETF 18.7 7 58 8.3 +4.3
MOTG VanEck Morningstar Global Wide Moat ETF 18.6 52 13 6.7 +2.7
DXJ WisdomTree Japan Hedged Equity Fund 18.5 48 17 8.4 +4.4
VSGX Vanguard ESG International Stock ETF 18.5 12 53 8.2 +4.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 18.2 35 30 5.9 +1.9
CGXU Capital Group International Focus Equity ETF 18.2 54 11 5.9 +1.9
INTF iShares International Equity Factor ETF 18.1 15 50 8.1 +4.2
RFEU First Trust Riverfront Dynamic Europe ETF 17.9 83 -18 10.0 +6.0
JHMD John Hancock Multifactor Developed International ETF 17.7 39 26 7.8 +3.8
NUDM Nuveen ESG International Developed Markets Equity ETF 17.5 31 34 6.6 +2.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 17.4 25 40 7.2 +3.3
CLNR IQ Cleaner Transport ETF 17.4 45 20 7.3 +3.3
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 17.3 24 41 8.3 +4.4
JHEM John Hancock Multifactor Emerging Markets ETF 17.2 49 16 10.5 +6.5
DEHP Dimensional Emerging Markets High Profitability ETF 17.2 41 24 6.5 +2.6
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 17.1 40 25 5.6 +1.6
STXE Strive Emerging Markets Ex-China ETF 17.0 32 33 8.2 +4.2
EMXC iShares MSCI Emerging Markets ex China ETF 16.9 25 40 8.0 +4.0
XCEM Columbia EM Core ex-China ETF 16.9 16 49 8.5 +4.5
VWO Vanguard FTSE Emerging Markets ETF 16.8 8 57 10.9 +6.9
SPEM SPDR Portfolio Emerging Markets ETF 16.7 7 58 10.9 +6.9
HEDJ WisdomTree Europe Hedged Equity Fund 16.7 58 7 6.6 +2.6
EMDM First Trust Bloomberg Emerging Market Democracies ETF 16.6 75 -10 10.3 +6.3
XC WisdomTree Emerging Markets Ex-China Fund 16.3 32 33 5.5 +1.5
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 16.0 95 -30 13.1 +9.1
IQDF FlexShares International Quality Dividend Index Fund 15.9 47 18 9.5 +5.5
DFAI Dimensional International Core Equity Market ETF 15.9 18 47 7.6 +3.6
KNCT Invesco Next Gen Connectivity ETF 15.7 40 25 5.1 +1.1
PXH Invesco FTSE RAFI Emerging Markets ETF 15.5 49 16 16.7 +12.7
VYMI Vanguard International High Dividend Yield ETF 15.4 22 43 10.0 +6.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 15.1 38 27 9.9 +6.0
IXN iShares Global Tech ETF 14.8 41 24 4.5 +0.5
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 14.8 88 -23 10.3 +6.3
DGT SPDR Global Dow ETF 14.5 50 15 7.5 +3.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 14.5 25 40 7.5 +3.5
CARZ First Trust NASDAQ Global Auto Index Fund 14.5 70 -5 6.0 +2.0
IDMO Invesco S&P International Developed Momentum ETF 14.4 25 40 5.7 +1.7
DWM WisdomTree International Equity Fund 14.3 48 17 7.7 +3.7
EWJV iShares MSCI Japan Value ETF 14.2 15 50 9.8 +5.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 14.1 40 25 7.5 +3.6
IXJ iShares Global Healthcare ETF 14.1 42 23 6.6 +2.6
EXI iShares Global Industrials ETF 14.0 42 23 4.9 +0.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 14.0 47 18 9.0 +5.0
JHID John Hancock International High Dividend ETF 13.9 46 19 10.3 +6.3
AGQI First Trust Active Global Quality Income ETF 13.6 85 -20 6.6 +2.6
AIQ Global X Artificial Intelligence & Technology ETF 13.4 68 -3 4.7 +0.7
FTHF First Trust Emerging Markets Human Flourishing ETF 13.1 75 -10 9.8 +5.9
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 13.0 32 33 7.0 +3.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 13.0 42 23 6.8 +2.8
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 13.0 41 24 9.4 +5.4
QINT American Century Quality Diversified International ETF 12.9 39 26 7.6 +3.7
EFAV iShares MSCI EAFE Min Vol Factor ETF 12.9 22 43 5.8 +1.9
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 12.8 39 26 16.9 +12.9
LDEM iShares ESG MSCI EM Leaders ETF 12.7 17 48 12.9 +8.9
EUDV ProShares MSCI Europe Dividend Growers ETF 12.7 55 10 6.9 +2.9
VWID Virtus WMC International Dividend ETF 12.6 49 16 8.8 +4.8
EFAD ProShares MSCI EAFE Dividend Growers ETF 12.5 50 15 5.8 +1.8
EWQ iShares MSCI France ETF 12.4 53 12 7.0 +3.0
GMF SPDR S&P Emerging Asia Pacific ETF 12.4 49 16 10.0 +6.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 12.3 59 6 13.7 +9.7
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 12.3 65 0 4.1 +0.1
BKCI BNY Mellon Concentrated International ETF 12.1 80 -15 4.9 +1.0
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 11.9 32 33 6.1 +2.1
NXTG First Trust Indxx NextG ETF 11.7 70 -5 5.8 +1.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 11.7 58 7 7.1 +3.1
IQDG WisdomTree International Quality Dividend Growth Fund 11.7 42 23 7.2 +3.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 11.7 39 26 7.0 +3.0
KALL KraneShares MSCI All China Index ETF 11.7 49 16 15.3 +11.3
MCHI iShares MSCI China ETF 11.7 59 6 17.8 +13.9
GXC SPDR S&P China ETF 11.7 59 6 16.7 +12.7
BKF iShares MSCI BIC ETF 11.6 69 -4 13.0 +9.0
IDOG ALPS International Sector Dividend Dogs ETF 11.5 50 15 12.2 +8.3
FIDI Fidelity International High Dividend ETF 11.5 18 47 9.0 +5.0
RFDI First Trust Riverfront Dynamic Developed International ETF 11.5 83 -18 10.0 +6.1
FLCH Franklin FTSE China ETF 11.3 19 46 17.2 +13.2
FXI iShares China Large-Cap ETF 11.3 74 -9 18.1 +14.2
NUEM Nuveen ESG Emerging Markets Equity ETF 11.3 36 29 8.1 +4.2
IOO iShares Global 100 ETF 11.2 41 24 5.4 +1.4
FLTW Franklin FTSE Taiwan ETF 11.2 19 46 7.0 +3.0
EWT iShares MSCI Taiwan ETF 11.2 58 7 6.8 +2.9
EWL iShares MSCI Switzerland ETF 11.1 50 15 5.9 +1.9
XCNY SPDR S&P Emerging Markets ex-China ETF 11.1 15 50 0.0 -4.0
FICS First Trust International Developed Capital Strength ETF 11.1 70 -5 5.7 +1.7
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 11.0 30 35 9.3 +5.4
DFIV Dimensional International Value ETF 11.0 27 38 10.4 +6.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 10.9 39 26 8.3 +4.4
DFSI Dimensional International Sustainability Core 1 ETF 10.9 24 41 6.6 +2.6
CHAT Roundhill Generative AI & Technology ETF 10.8 75 -10 14.8 +10.8
IVES Wedbush ETFMG Global Cloud Technology ETF 10.7 68 -3 9.3 +5.3
EEMO Invesco S&P Emerging Markets Momentum ETF 10.7 29 36 6.2 +2.2
AIVC Amplify Bloomberg AI Value Chain ETF 10.6 59 6 8.6 +4.6
FBOT Fidelity Disruptive Automation ETF 10.6 50 15 4.0 -0.0
MOTI VanEck Morningstar International Moat ETF 10.6 58 7 12.8 +8.9
RXI iShares Global Consumer Discretionary ETF 10.5 41 24 9.2 +5.2
CGRO CoreValues Alpha Greater China Growth ETF 10.4 75 -10 4.0 -0.0
UIVM VictoryShares International Value Momentum ETF 10.4 35 30 9.5 +5.5
EWG iShares MSCI Germany ETF 10.4 50 15 6.5 +2.5
FLGR Franklin FTSE Germany ETF 10.2 9 56 6.8 +2.8
DAX Global X DAX Germany ETF 10.2 21 44 6.8 +2.8
IDNA iShares Genomics Immunology and Healthcare ETF 10.1 47 18 -2.1 -6.1
DFIC Dimensional International Core Equity 2 ETF 10.0 23 42 7.9 +4.0
EMC Global X Emerging Markets Great Consumer ETF 10.0 75 -10 8.5 +4.5
RGEF Rockefeller Global Equity ETF 10.0 55 10 5.2 +1.3
KTEC KraneShares Hang Seng TECH Index ETF 9.8 69 -4 19.6 +15.7
LVHI Franklin International Low Volatility High Dividend Index ET 9.8 40 25 11.0 +7.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 9.7 30 35 8.6 +4.6
MCH Matthews China Active ETF 9.6 79 -14 15.3 +11.3
INEQ Columbia International Equity Income ETF 9.5 45 20 8.7 +4.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 9.5 75 -10 5.9 +2.0
QTUM Defiance Quantum ETF 9.4 40 25 7.7 +3.7
FDTX Fidelity Disruptive Technology ETF 9.3 50 15 3.0 -0.9
CGGO Capital Group Global Growth Equity ETF 9.2 47 18 5.0 +1.0
OAIM OneAscent International Equity ETF 9.2 95 -30 6.2 +2.2
KLMT Invesco MSCI Global Climate 500 ETF 9.2 10 55 6.1 +2.1
CIL VictoryShares International Volatility Wtd ETF 9.1 45 20 7.0 +3.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 9.0 32 33 17.8 +13.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 8.9 60 5 13.3 +9.3
AVEM Avantis Emerging Markets Equity ETF 8.9 33 32 9.7 +5.7
ESGG FlexShares STOXX Global ESG Select Index Fund 8.9 42 23 5.4 +1.5
KOCG FIS Knights of Columbus Global Belief ETF 8.8 75 -10 5.4 +1.4
DSTX Distillate International Fundamental Stability & Value ETF 8.7 55 10 8.4 +4.4
RODE Hartford Multifactor Diversified International ETF 8.6 29 36 9.9 +5.9
ARVR First Trust Indxx Metaverse ETF 8.6 70 -5 5.9 +1.9
TTAI FCF International Quality ETF 8.6 59 6 6.9 +2.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 8.6 9 56 9.2 +5.2
HART IQ Healthy Hearts ETF 8.6 45 20 6.6 +2.6
FDEV Fidelity International Multifactor ETF 8.5 18 47 7.7 +3.7
JCHI JPMorgan Active China ETF 8.5 65 0 16.8 +12.8
CGDG Capital Group Dividend Growers ETF 8.4 47 18 6.3 +2.3
EMXF iShares ESG Advanced MSCI EM ETF 8.4 16 49 8.4 +4.5
EMMF WisdomTree Emerging Markets Multifactor Fund 8.3 48 17 7.8 +3.8
IXP iShares Global Comm Services ETF 8.3 42 23 6.7 +2.7
PPIE Putnam PanAgora ESG International Equity ETF 8.2 49 16 7.8 +3.8
METV Roundhill Ball Metaverse ETF 8.2 59 6 8.2 +4.3
JGLO JPMorgan Global Select Equity ETF 8.2 33 32 5.1 +1.1
ICOW Pacer Developed Markets International Cash Cows 100 ETF 8.1 65 0 12.2 +8.2
FJP First Trust Japan AlphaDEX Fund 8.1 80 -15 10.3 +6.3
XT iShares Exponential Technologies ETF 8.1 46 19 5.5 +1.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 8.1 65 0 3.5 -0.5
JPIN J.P. Morgan Diversified Return International Equity ETF 8.0 37 28 8.9 +4.9
ACWI iShares MSCI ACWI ETF 8.0 32 33 6.0 +2.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 8.0 50 15 11.6 +7.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 8.0 65 0 8.6 +4.6
AVIV Avantis International Large Cap Value ETF 7.9 25 40 9.3 +5.3
BNGE First Trust S-Network Streaming and Gaming ETF 7.9 70 -5 3.6 -0.4
QWLD SPDR MSCI World StrategicFactors ETF 7.8 30 35 5.9 +2.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 7.8 80 -15 10.0 +6.0
KXI iShares Global Consumer Staples ETF 7.8 41 24 5.4 +1.5
FRDM Freedom 100 Emerging Markets ETF 7.7 49 16 9.1 +5.1
IBAT iShares Energy Storage & Materials ETF 7.7 47 18 5.3 +1.3
AVSD Avantis Responsible International Equity ETF 7.6 23 42 6.8 +2.8
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 7.5 86 -21 13.7 +9.7
KWEB KraneShares CSI China Internet ETF 7.5 69 -4 25.8 +21.8
FDNI First Trust Dow Jones International Internet ETF 7.5 65 0 19.5 +15.5
ESPO VanEck Video Gaming and eSports ETF 7.5 56 9 4.8 +0.8
SOCL Global X Social Media ETF 7.5 65 0 12.9 +8.9
CQQQ Invesco China Technology ETF 7.5 70 -5 18.3 +14.3
IBLC iShares Blockchain and Tech ETF 7.5 47 18 -4.1 -8.1
ODDS Pacer BlueStar Digital Entertainment ETF 7.5 60 5 4.9 +0.9
FMET Fidelity Metaverse ETF 7.3 39 26 5.1 +1.1
IVRS iShares Future Metaverse Tech and Communications ETF 7.3 47 18 2.8 -1.2
ROAM Hartford Multifactor Emerging Markets ETF 7.3 44 21 11.3 +7.3
AVDE Avantis International Equity ETF 7.1 23 42 8.0 +4.0
DRIV Global X Autonomous & Electric Vehicles ETF 7.1 68 -3 6.8 +2.8
FGM First Trust Germany AlphaDEX Fund 7.0 80 -15 9.0 +5.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 7.0 58 7 5.5 +1.5
VT Vanguard Total World Stock ETF 7.0 7 58 6.3 +2.3
OCEN IQ Clean Oceans ETF 6.9 45 20 5.7 +1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.9 12 53 5.1 +1.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 6.8 29 36 8.2 +4.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 6.7 24 41 6.4 +2.5
IBOT Vaneck Robotics ETF 6.7 47 18 4.6 +0.6
TPIF Timothy Plan International ETF 6.6 62 3 6.5 +2.6
FLSW Franklin FTSE Switzerland ETF 6.6 9 56 6.2 +2.2
GINN Goldman Sachs Innovate Equity ETF 6.5 52 13 4.4 +0.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.5 45 20 0.0 -4.0
DWX SPDR S&P International Dividend ETF 6.5 45 20 6.6 +2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.5 9 56 6.1 +2.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 6.4 61 4 1.4 -2.6
TCHI iShares MSCI China Multisector Tech ETF 6.4 59 6 22.4 +18.4
PCGG Polen Capital Global Growth ETF 6.4 85 -20 3.8 -0.2
GCOW Pacer Global Cash Cows Dividend ETF 6.3 60 5 10.9 +6.9
URTH iShares MSCI World ETF 6.3 24 41 5.5 +1.5
EWY iShares MSCI South Korea ETF 6.3 58 7 10.5 +6.5
KNO AXS Knowledge Leaders ETF 6.2 78 -13 6.1 +2.1
CANC Tema Oncology ETF 6.2 75 -10 -2.0 -6.0
FLKR Franklin FTSE South Korea ETF 6.1 9 56 11.2 +7.2
MOTO SmartETFs Smart Transportation & Technology ETF 6.1 68 -3 7.8 +3.8
FSZ First Trust Switzerland AlphaDEX Fund 6.0 80 -15 5.0 +1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.9 20 45 6.0 +2.0
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 5.9 75 -10 0.9 -3.1
DWMF WisdomTree International Multifactor Fund 5.9 38 27 6.9 +2.9
TEMP JPMorgan Climate Change Solutions ETF 5.8 49 16 5.9 +1.9
IWTR iShares MSCI Water Management Multisector ETF 5.8 47 18 6.5 +2.5
EVLU iShares MSCI Emerging Markets Value Factor ETF 5.7 35 30 21.6 +17.6
SCHY Schwab International Dividend Equity ETF 5.6 14 51 9.8 +5.8
FLGB Franklin FTSE United Kingdom ETF 5.5 9 56 8.0 +4.0
EWU iShares MSCI United Kingdom ETF 5.5 50 15 8.6 +4.6
SHPP Pacer Industrials and Logistics ETF 5.5 60 5 5.1 +1.1
BULD Pacer BlueStar Engineering the Future ETF 5.4 60 5 2.0 -1.9
AIVI WisdomTree International AI Enhanced Value Fund 5.4 58 7 7.5 +3.5
ROBO ROBO Global Robotics & Automation Index ETF 5.4 95 -30 4.0 -0.0
ACWV iShares MSCI Global Min Vol Factor ETF 5.4 20 45 5.9 +1.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.2 45 20 3.5 -0.5
DFEV Dimensional Emerging Markets Value ETF 5.2 43 22 14.5 +10.5
DIVS SmartETFs Dividend Builder ETF 5.2 65 0 4.9 +1.0
SNSR Global X Internet of Things ETF 5.1 68 -3 5.0 +1.0
BINV Brandes International ETF 5.1 70 -5 9.5 +5.6
LOUP Innovator Deepwater Frontier Tech ETF 5.0 70 -5 1.8 -2.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 5.0 80 -15 5.7 +1.7
GLOF iShares Global Equity Factor ETF 5.0 20 45 6.8 +2.8
GLBL Pacer MSCI World Industry Advantage ETF 4.8 65 0 5.0 +1.0
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 4.7 90 -25 8.4 +4.4
DINT Davis Select International ETF 4.6 55 10 8.3 +4.3
DTH WisdomTree International High Dividend Fund 4.5 58 7 9.1 +5.1
IPKW Invesco International BuyBack Achievers ETF 4.5 55 10 15.3 +11.3
TOK iShares MSCI Kokusai ETF 4.4 26 39 5.2 +1.2
JSTC Adasina Social Justice All Cap Global ETF 4.4 89 -24 4.5 +0.5
NATO Themes Transatlantic Defense ETF 4.4 35 30 3.2 -0.8
IDLV Invesco S&P International Developed Low Volatility ETF 4.4 25 40 6.3 +2.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.3 75 -10 3.5 -0.5
CLOD Themes Cloud Computing ETF 4.1 35 30 2.1 -1.9
THNR Amplify Weight Loss Drug & Treatment ETF 4.0 59 6 5.8 +1.8
RNEM First Trust Emerging Markets Equity Select ETF 4.0 75 -10 1.0 -3.0
EWN iShares MSCI Netherlands ETF 4.0 50 15 5.9 +1.9
EMM Global X Emerging Markets ex-China ETF 3.9 75 -10 5.0 +1.0
IVAL Alpha Architect International Quantitative Value ETF 3.9 49 16 10.6 +6.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.8 25 40 6.0 +2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 3.8 9 56 5.5 +1.5
WWJD Inspire International ETF 3.7 80 -15 7.6 +3.6
TINY ProShares Nanotechnology ETF 3.7 58 7 5.8 +1.8
DWLD Davis Select Worldwide ETF 3.6 63 2 7.8 +3.8
LUX Tema Luxury ETF 3.6 75 -10 2.6 -1.4
NETZ TCW Transform Systems ETF 3.5 75 -10 3.4 -0.6
MXI iShares Global Materials ETF 3.5 41 24 8.0 +4.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 3.5 25 40 6.5 +2.5
SDG iShares MSCI Global Sustainable Development Goals ETF 3.5 49 16 6.0 +2.0
GSFP Goldman Sachs Future Planet Equity ETF 3.5 75 -10 4.8 +0.9
PAWZ ProShares Pet Care ETF 3.4 50 15 3.9 -0.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.4 80 -15 4.9 +0.9
GGME Invesco Next Gen Media and Gaming ETF 3.3 60 5 5.0 +1.0
VOLT Tema Electrification ETF 3.3 75 -10 3.3 -0.7
ANEW ProShares MSCI Transformational Changes ETF 3.2 45 20 7.0 +3.1
PRNT 3D Printing ETF 3.2 66 -1 1.5 -2.5
OZEM Roundhill GLP-1 & Weight Loss ETF 3.2 59 6 1.1 -2.9
FEUZ First Trust Eurozone AlphaDEX ETF 3.2 80 -15 9.2 +5.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 3.2 80 -15 9.7 +5.7
IDAT iShares Future Cloud 5G and Tech ETF 3.1 47 18 4.8 +0.8
FEM First Trust Emerging Markets AlphaDEX Fund 3.1 80 -15 13.8 +9.8
DTCR Global X Data Center & Digital Infrastructure ETF 3.1 50 15 1.7 -2.2
UEVM VictoryShares Emerging Markets Value Momentum ETF 3.1 45 20 11.1 +7.1
GDOC Goldman Sachs Future Health Care Equity ETF 3.1 75 -10 2.7 -1.3
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.0 79 -14 5.9 +1.9
WLDR Affinity World Leaders Equity ETF 2.9 67 -2 8.3 +4.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.8 61 4 -1.1 -5.0
WDNA WisdomTree BioRevolution Fund 2.8 45 20 0.0 -4.0
UFO Procure Space ETF 2.8 75 -10 -0.5 -4.5
BWEB Bitwise Web3 ETF 2.7 85 -20 0.1 -3.9
IDRV iShares Self-driving EV & Tech ETF 2.7 47 18 2.5 -1.5
TOLL Tema Monopolies and Oligopolies ETF 2.7 75 -10 3.8 -0.2
VIDI Vident International Equity Strategy ETF 2.7 61 4 12.0 +8.0
ARKX ARK Space Exploration & Innovation ETF 2.5 75 -10 -0.3 -4.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.5 68 -3 2.7 -1.3
FEP First Trust Europe AlphaDEX Fund 2.5 80 -15 9.3 +5.3
OGIG ALPS O'Shares Global Internet Giants ETF 2.4 48 17 1.9 -2.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.4 47 18 5.7 +1.7
BLES Inspire Global Hope ETF 2.4 61 4 6.8 +2.9
FCA First Trust China AlphaDEX Fund 2.3 80 -15 11.3 +7.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.3 39 26 -1.1 -5.1
IMOM Alpha Architect International Quantitative Momentum ETF 2.3 49 16 4.8 +0.8
IGPT Invesco AI and Next Gen Software ETF 2.3 60 5 4.9 +0.9
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.2 60 5 8.0 +4.0
HYDR Global X Hydrogen ETF 2.2 50 15 -8.4 -12.3
FDCF Fidelity Disruptive Communications ETF 2.2 50 15 3.3 -0.7
DEW WisdomTree Global High Dividend Fund 2.2 58 7 7.7 +3.8
DEM WisdomTree Emerging Markets High Dividend Fund 2.2 63 2 13.6 +9.6
IPAV Global X Infrastructure Development ex-U.S. ETF 2.1 55 10 4.5 +0.5
COPY Tweedy, Browne Insider + Value ETF 2.1 80 -15 12.6 +8.6
FYLD Cambria Foreign Shareholder Yield ETF 2.1 59 6 12.5 +8.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.0 56 9 12.6 +8.6
EFAS Global X MSCI SuperDividend EAFE ETF 2.0 57 8 8.5 +4.6
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 2.0 44 21 11.0 +7.1
BOTZ Global X Robotics & Artificial Intelligence ETF 2.0 69 -4 2.6 -1.4
DIM WisdomTree International MidCap Dividend Fund 2.0 58 7 7.7 +3.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.9 65 0 -3.8 -7.8
LIT Global X Lithium & Battery Tech ETF 1.8 75 -10 5.9 +2.0
FAN First Trust Global Wind Energy ETF 1.8 60 5 5.3 +1.3
AIS VistaShares Artificial Intelligence Supercycle ETF 1.8 75 -10 4.6 +0.7
FPAG FPA Global Equity ETF 1.8 49 16 6.3 +2.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.7 78 -13 9.6 +5.6
ARTY iShares Future AI & Tech ETF 1.6 47 18 4.1 +0.1
DTEC ALPS Disruptive Technologies ETF 1.6 50 15 4.0 +0.1
FID First Trust S&P International Dividend Aristocrats ETF 1.6 60 5 9.1 +5.1
WDIV SPDR S&P Global Dividend ETF 1.6 40 25 9.6 +5.7
RSHO Tema American Reshoring ETF 1.4 75 -10 5.5 +1.5
FTAG First Trust Indxx Global Agriculture ETF 1.4 70 -5 8.1 +4.1
CZAR Themes Natural Monopoly ETF 1.4 35 30 2.8 -1.2
BATT Amplify Lithium & Battery Technology ETF 1.3 59 6 3.8 -0.2
CGUS Capital Group Core Equity ETF 1.3 33 32 4.6 +0.7
CGDV Capital Group Dividend Value ETF 1.3 33 32 4.9 +0.9
IDV iShares International Select Dividend ETF 1.3 51 14 11.6 +7.6
TOKE Cambria Cannabis ETF 1.3 42 23 1.5 -2.5
IVEG iShares Emergent Food and AgTech Multisector ETF 1.2 47 18 8.5 +4.5
AVES Avantis Emerging Markets Value ETF 1.2 36 29 12.2 +8.2
WUGI AXS Esoterica NextG Economy ETF 1.2 75 -10 2.9 -1.1
EV Mast Global Battery Recycling & Production ETF 1.1 65 0 11.6 +7.6
MDEV First Trust Indxx Medical Devices ETF 1.1 70 -5 1.2 -2.8
FCLD Fidelity Cloud Computing ETF 1.0 39 26 3.0 -1.0
ECOW Pacer Emerging Markets Cash Cows 100 ETF 1.0 70 -5 15.8 +11.8
SMOG VanEck Low Carbon Energy ETF 1.0 61 4 1.5 -2.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.0 72 -7 -1.2 -5.1
FKU First Trust United Kingdom AlphaDEX Fund 1.0 80 -15 7.9 +4.0
HAP VanEck Natural Resources ETF 1.0 50 15 10.0 +6.1
JETS U.S. Global Jets ETF 0.9 60 5 4.2 +0.2
CIBR First Trust NASDAQ Cybersecurity ETF 0.9 60 5 4.2 +0.2
SHLD Global X Defense Tech ETF 0.9 50 15 3.8 -0.2
URA Global X Uranium ETF 0.9 69 -4 3.5 -0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -15 4.7 +0.7
LIMI Themes Lithium & Battery Metal Miners ETF 0.9 35 30 0.0 -4.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.8 39 26 14.1 +10.1
KGRN KraneShares MSCI China Clean Technology Index ETF 0.8 79 -14 3.8 -0.2
CHIQ Global X MSCI China Consumer Discretionary ETF 0.8 65 0 13.7 +9.7
ERTH Invesco MSCI Sustainable Future ETF 0.8 62 3 2.5 -1.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.8 68 -3 2.5 -1.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.8 70 -5 4.5 +0.6
VCLN Virtus Duff & Phelps Clean Energy ETF 0.7 59 6 6.2 +2.2
CRTC Xtrackers US National Critical Technologies ETF 0.7 35 30 5.3 +1.3
DFNL Davis Select Financial ETF 0.7 63 2 8.4 +4.4
EYLD Cambria Emerging Shareholder Yield ETF 0.7 66 -1 13.1 +9.1
IQM Franklin Intelligent Machines ETF 0.7 50 15 2.6 -1.4
PBD Invesco Global Clean Energy ETF 0.6 75 -10 0.4 -3.6
FILL iShares MSCI Global Energy Producers ETF 0.5 39 26 11.4 +7.5
IXC iShares Global Energy ETF 0.5 44 21 9.8 +5.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 27 4.9 +0.9
EFNL iShares MSCI Finland ETF 0.5 56 9 7.4 +3.4
TRFK Pacer Data and Digital Revolution ETF 0.5 60 5 3.9 -0.1
TINT ProShares Smart Materials ETF 0.5 58 7 3.1 -0.9
BOTT Themes Robotics & Automation ETF 0.5 35 30 4.5 +0.5
AGNG Global X Aging Population ETF 0.4 50 15 4.2 +0.2
BUYZ Franklin Disruptive Commerce ETF 0.4 50 15 2.6 -1.4
CGV Conductor Global Equity Value ETF 0.4 130 -65 9.2 +5.2
EWD iShares MSCI Sweden ETF 0.4 54 11 5.6 +1.6
MOO VanEck Agribusiness ETF 0.4 53 12 10.8 +6.9
KROP Global X AgTech & Food Innovation ETF 0.4 50 15 7.0 +3.1
GNR SPDR S&P Global Natural Resources ETF 0.4 40 25 11.4 +7.4
FDHT Fidelity Digital Health ETF 0.4 39 26 1.9 -2.1
CGGR Capital Group Growth ETF 0.3 39 26 3.7 -0.3
IXG iShares Global Financials ETF 0.3 42 23 7.2 +3.3
FPXI First Trust International Equity Opportunities ETF 0.3 70 -5 3.9 -0.1
DISV Dimensional International Small Cap Value ETF 0.3 42 23 9.7 +5.7
FLHK Franklin FTSE Hong Kong ETF 0.3 9 56 6.8 +2.9
CRAK VanEck Oil Refiners ETF 0.3 61 4 15.4 +11.4
DFIS Dimensional International Small Cap ETF 0.3 39 26 7.9 +3.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.3 46 19 10.4 +6.4
SDEM Global X MSCI SuperDividend Emerging Markets ETF 0.3 67 -2 13.3 +9.3
GVAL Cambria Global Value ETF 0.3 68 -3 11.3 +7.3
FINE Themes European Luxury ETF 0.2 35 30 0.5 -3.5
CTEC Global X CleanTech ETF 0.2 50 15 2.2 -1.8
CCNR ALPS CoreCommodity Natural Resources ETF 0.2 39 26 11.0 +7.0
HDRO Defiance Next Gen H2 ETF 0.1 30 35 -10.1 -14.0
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.1 58 7 9.0 +5.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 26 6.3 +2.3

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:		 Pacer Nasdaq International Patent Leaders ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 24.4 %
Divided by: Fwd. P/BV 5.3 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 4.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 CATEGORY
AVERAGE		 1.60
 
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.