WisdomTree International ESG Fund
ALTAR
Score™
8.2% info Recommen-
dation
NEUTRAL
2022E    2023E
P/E
ratio
11.5x P/Sales
ratio
1.0x
P/BV
ratio
1.4x Div.
yield
4.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
RESD seeks to achieve its investment objective by integrating factor-based investing with developed market (ex U.S. and Canada) companies who screen favorably on environmental, social and governance standards.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree
Website www.wisdomtree.com
Inception date Nov 03, 2016
Assets (mns) $7
Currency USD
Expense ratio 30 bp
Distributions Quarterly

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 230
Wgt avg mkt cap (mns) $48,982
Large cap (>$10bn) 73.1%
Mid cap ($2-10bn) 22.5%
Small cap (<$2bn) 0.5%
Developed mkts 99.7%
Emerging mkts 0.3%

TOP TEN HOLDINGS
NESTLE SA-REG 2.9 %
ROCHE HOLDING LTD 1.9 %
NOVO NORDISK A/S-B 1.8 %
NOVARTIS AG 1.6 %
COMMONWEALTH BANK OF AUSTRAL 1.4 %
SAP AG 1.3 %
UNILEVER PLC 1.3 %
DIAGEO PLC 1.2 %
NATIONAL AUSTRALIA BANK LTD 1.1 %
REED ELSEVIER PLC 1.0 %
Total 15.4 %

TOP COUNTRY EXPOSURE
JAPAN 27.3 %
BRITAIN 15.1 %
SWITZERLAND 13.0 %
AUSTRALIA 8.8 %
FRANCE 7.8 %
GERMANY 6.1 %
SPAIN 3.8 %
NETHERLANDS 3.8 %
DENMARK 3.4 %
ITALY 1.9 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-20.9% -21.4% 3.4% -- 6.5%

Market Correlations
versus... Beta R-squared
S&P500 0.82 78%
MSCI EAFE 0.90 95%
MSCI Emg. Mkts. 0.81 46%

Technical Indicators
Recent close $21.93
30d moving avg. $23.81
Annualized volatility 16.4%
Short interest (ETF) 0.0%
Relative strength (RSI) 24

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $14,634

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 449 potential alternatives to the WisdomTree International ESG Fund ETF based on the alternatives' overlap in portfolio holdings with RESD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RESD Expense: 30 bp ALTAR Score™: 8.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RESD
Ticker Fund
Name
Overlap1
vs RESD
(%)
Expense
ratio
(bp)
Savings
vs RESD
(bp)
ALTAR
Score™
(%)
ALTAR
vs RESD
(%)
QEFA SPDR MSCI EAFE Quality Mix ETF 38.2 30 0 8.0 -0.3
ESGD iShares MSCI EAFE ESG Optimized ETF 36.2 20 10 8.3 +0.1
IQSI IQ Candriam ESG International Equity ETF 36.1 15 15 8.3 +0.1
DWMF WisdomTree International Multifactor Fund 35.7 38 -8 9.1 +0.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 35.5 20 10 8.0 -0.3
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 35.3 12 18 9.2 +0.9
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 34.4 25 5 9.3 +1.1
JHMD John Hancock Multifactor Developed International ETF 33.6 39 -9 9.1 +0.8
DOL WisdomTree International LargeCap Dividend Fund 33.5 48 -18 9.7 +1.4
EFA iShares MSCI EAFE ETF 33.5 32 -2 8.3 +0.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 33.4 36 -6 7.7 -0.5
EFAV iShares Edge MSCI Min Vol EAFE ETF 32.9 20 10 6.5 -1.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 32.2 14 16 7.9 -0.3
GSID Goldman Sachs MarketBeta International Equity ETF 31.9 20 10 8.5 +0.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 31.8 25 5 9.3 +1.1
BBEU JPMorgan BetaBuilders Europe ETF 31.4 9 21 9.0 +0.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 31.2 46 -16 8.0 -0.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 31.1 40 -10 9.4 +1.1
RBIN Nationwide Risk-Based International Equity ETF 31.0 42 -12 0.0 -8.2
EFG iShares MSCI EAFE Growth ETF 31.0 40 -10 5.4 -2.9
HFXI IQ 50 Percent Hedged FTSE International ETF 30.9 20 10 8.4 +0.2
FLEH Franklin FTSE Europe Hedged ETF 30.9 9 21 8.4 +0.2
FDEV Fidelity Targeted International Factor ETF 30.6 39 -9 8.4 +0.2
IEV iShares Europe ETF 30.6 59 -29 8.4 +0.1
FLEE Franklin FTSE Europe ETF 30.5 9 21 9.0 +0.8
DWM WisdomTree International Equity Fund 30.5 48 -18 9.9 +1.7
BKIE BNY Mellon International Equity ETF 30.4 4 26 8.8 +0.6
DMXF iShares ESG Advanced MSCI EAFE ETF 30.3 12 18 8.0 -0.2
PXUS Principal International Adaptive Multi-Factor ETF 30.1 24 6 9.1 +0.9
JIRE JPMorgan International Research Enhanced Equity ETF 29.8 24 6 8.9 +0.6
PQIN PGIM QMA Strategic Alpha International Equity ETF 29.8 29 1 9.7 +1.4
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 29.1 7 23 8.8 +0.6
IEUR iShares Core MSCI Europe ETF 28.6 9 21 8.6 +0.4
IEFA iShares Core MSCI EAFE ETF 28.5 7 23 8.3 +0.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 28.4 20 10 8.5 +0.3
JIDA JPMorgan ActiveBuilders International Equity ETF 28.3 25 5 9.2 +0.9
INTF iShares Edge MSCI Multifactor Intl ETF 28.1 15 15 9.8 +1.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 28.0 80 -50 7.1 -1.1
QINT American Century Quality Diversified International ETF 28.0 39 -9 11.0 +2.7
IMTM iShares Edge MSCI Intl Momentum Factor ETF 27.9 30 0 8.8 +0.6
VGK Vanguard FTSE Europe ETF 27.7 8 22 8.8 +0.6
IMFL Invesco International Developed Dynamic Multifactor ETF 27.6 34 -4 7.3 -0.9
CIL VictoryShares International Volatility Weighted Index ETF 27.5 45 -15 8.8 +0.6
SPEU SPDR Portfolio Europe ETF 27.5 9 21 8.5 +0.3
EFV iShares MSCI EAFE Value ETF 27.2 39 -9 11.1 +2.9
NUDM Nuveen ESG International Developed Markets Equity ETF 27.1 30 0 8.6 +0.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 27.1 32 -2 7.3 -0.9
IQLT iShares Edge MSCI Intl Quality Factor ETF 26.4 30 0 8.0 -0.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 26.3 29 1 10.7 +2.4
IQIN IQ 500 International ETF 25.7 25 5 9.6 +1.4
PDEV Principal International Multi-Factor Core Index ETF 25.6 25 5 0.0 -8.2
RNDM First Trust Developed International Equity Select ETF 25.5 65 -35 8.1 -0.2
IDEV iShares Core MSCI International Developed Markets ETF 25.3 4 26 8.4 +0.2
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 25.0 35 -5 8.0 -0.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 25.0 39 -9 9.3 +1.1
ISZE iShares Edge MSCI Intl Size Factor ETF 24.7 30 0 7.9 -0.3
SPDW SPDR Portfolio Developed World ex-US ETF 24.3 4 26 8.3 +0.1
DFAI Dimensional International Core Equity Market ETF 24.2 18 12 8.3 +0.0
JPIN JPMorgan Diversified Return International Equity ETF 24.1 37 -7 10.2 +1.9
IDHQ Invesco S&P International Developed Quality ETF 24.1 29 1 7.8 -0.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 24.0 45 -15 10.1 +1.9
SCHF Schwab International Equity ETF 23.9 6 24 9.0 +0.8
IVLU iShares Edge MSCI Intl Value Factor ETF 23.6 30 0 13.0 +4.8
VEA Vanguard FTSE Developed Markets ETF 23.6 5 25 8.7 +0.5
IGRO iShares International Dividend Growth ETF 23.6 15 15 9.5 +1.3
IPAC iShares Core MSCI Pacific ETF 23.4 9 21 7.8 -0.4
ISDX Invesco RAFI Strategic Developed ex-US ETF 23.4 23 7 10.0 +1.8
FNDF Schwab Fundamental International Large Co. Index ETF 23.0 25 5 10.7 +2.4
EUDG WisdomTree Europe Quality Dividend Growth Fund 22.9 58 -28 8.3 +0.1
UIVM VictoryShares USAA MSCI International Value Momentum ETF 22.9 35 -5 11.5 +3.3
DTH WisdomTree International High Dividend Fund 22.7 58 -28 11.5 +3.2
OEUR ALPS O'shares Europe Quality Dividend ETF 22.7 48 -18 7.1 -1.1
TPIF Timothy Plan International ETF 22.5 62 -32 8.9 +0.7
VIGI Vanguard International Dividend Appreciation ETF 22.5 15 15 6.9 -1.3
CWI SPDR MSCI ACWI ex-US ETF 22.4 30 0 8.6 +0.4
UMMA Wahed Dow Jones Islamic World ETF 21.9 65 -35 6.5 -1.7
VSGX Vanguard ESG International Stock ETF 21.7 12 18 8.6 +0.4
VYMI Vanguard International High Dividend Yield ETF 21.6 22 8 12.5 +4.2
FIVA Fidelity International Value Factor ETF 21.5 39 -9 12.3 +4.1
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 21.5 24 6 9.6 +1.4
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 21.2 25 5 8.8 +0.5
VPL Vanguard FTSE Pacific ETF 21.1 8 22 8.5 +0.3
ACWX iShares MSCI ACWI ex U.S. ETF 21.1 32 -2 8.7 +0.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 21.0 41 -11 8.0 -0.3
BBJP JPMorgan BetaBuilders Japan ETF 20.4 19 11 8.1 -0.1
DIHP Dimensional International High Profitability ETF 20.4 29 1 8.9 +0.7
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 20.4 61 -31 9.2 +1.0
EWJ iShares MSCI Japan ETF 20.3 50 -20 7.8 -0.4
DBJP Xtrackers MSCI Japan Hedged Equity ETF 20.3 46 -16 7.2 -1.1
JPXN iShares JPX-Nikkei 400 ETF 19.9 48 -18 8.4 +0.2
FLJP Franklin FTSE Japan ETF 19.8 9 21 8.2 -0.0
EZU iShares MSCI Eurozone ETF 19.7 50 -20 8.6 +0.4
JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF 19.7 9 21 0.0 -8.2
FLJH Franklin FTSE Japan Hedged ETF 19.7 9 21 7.5 -0.7
IDLV Invesco S&P International Developed Low Volatility ETF 19.6 25 5 7.0 -1.2
VEU Vanguard FTSE All-World ex-US Index Fund 19.5 7 23 9.0 +0.8
EFAD ProShares MSCI EAFE Dividend Growers ETF 19.4 51 -21 6.1 -2.1
EURZ Xtrackers Eurozone Equity ETF 19.2 9 21 0.0 -8.2
DFIV Dimensional International Value ETF 18.8 30 0 12.1 +3.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 18.7 47 -17 8.1 -0.1
DIM WisdomTree International MidCap Dividend Fund 18.7 58 -28 10.2 +2.0
IQDE FlexShares International Quality Dividend Defensive Index ET 18.6 47 -17 12.4 +4.1
RODE Hartford Multifactor Diversified International ETF 18.4 29 1 13.4 +5.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF 18.2 20 10 11.7 +3.5
IQDF FlexShares International Quality Dividend Index Fund 18.1 47 -17 12.5 +4.3
EUDV ProShares MSCI Europe Dividend Growers ETF 18.1 56 -26 6.6 -1.6
IXUS ishares Core MSCI Total International Stock ETF 18.0 7 23 8.7 +0.4
RFEU First Trust Riverfront Dynamic Europe ETF 17.9 83 -53 11.1 +2.9
CID VictoryShares Intl High Dividend Volatility Wtd Index ETF 17.7 45 -15 11.3 +3.1
VXUS Vanguard Total International Stock ETF 17.6 7 23 8.9 +0.7
RFDI First Trust Riverfront Dynamic Developed International ETF 17.4 83 -53 11.9 +3.6
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 17.3 58 -28 8.0 -0.3
IDMO Invesco S&P International Developed Momentum ETF 17.1 25 5 10.4 +2.2
IQDG WisdomTree International Quality Dividend Growth Fund 17.0 42 -12 8.7 +0.5
WWJD Inspire International ESG ETF 17.0 69 -39 8.0 -0.3
FICS First Trust International Developed Capital Strength ETF 17.0 70 -40 6.5 -1.7
IDLB Invesco FTSE International Low Beta Equal Weight ETF 16.6 45 -15 8.7 +0.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 16.6 39 -9 9.1 +0.9
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 16.3 20 10 13.3 +5.1
AVDE Avantis International Equity ETF 16.2 23 7 9.8 +1.6
VWID Virtus WMC International Dividend ETF 15.8 49 -19 11.7 +3.5
DFIC Dimensional International Core Equity 2 ETF 15.8 23 7 8.3 +0.1
DXJ WisdomTree Japan Hedged Equity Fund 15.8 48 -18 9.3 +1.1
AVIV Avantis International Large Cap Value ETF 15.6 25 5 12.5 +4.2
IDOG ALPS International Sector Dividend Dogs ETF 15.2 50 -20 11.8 +3.6
IDHD Invesco S&P Intl Developed High Dividend Low Volatility ETF 15.1 30 0 8.0 -0.2
WKLY SoFi Weekly Dividend ETF 15.1 49 -19 9.3 +1.1
EWJV iShares MSCI Japan Value ETF 14.8 15 15 10.4 +2.1
SDGA Impact Shares Sustainable Development Goals Global ETF 14.4 75 -45 8.0 -0.3
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 13.6 39 -9 6.9 -1.3
WRND IQ Global Equity R&D Leaders ETF 13.5 18 12 8.9 +0.6
AIVI WisdomTree International AI Enhanced Value Fund 13.3 58 -28 11.0 +2.8
FIDI Fidelity International High Dividend ETF 13.0 39 -9 11.4 +3.1
ESGN Columbia Sustainable International Equity Income ETF 13.0 45 -15 11.3 +3.0
HEDJ WisdomTree Europe Hedged Equity Fund 12.9 58 -28 8.3 +0.1
FLGB Franklin FTSE United Kingdom ETF 12.8 9 21 10.0 +1.8
QWLD SPDR MSCI World StrategicFactors ETF 12.7 30 0 7.4 -0.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 12.7 42 -12 7.1 -1.1
EWU iShares MSCI United Kingdom ETF 12.4 51 -21 9.7 +1.5
KXI iShares Global Consumer Staples ETF 12.0 43 -13 5.8 -2.4
BKCI BNY Mellon Concentrated International ETF 11.9 80 -50 5.6 -2.6
EPP iShares MSCI Pacific ex-Japan ETF 11.8 47 -17 7.0 -1.3
IXJ iShares Global Healthcare ETF 11.6 43 -13 7.5 -0.7
EWL iShares MSCI Switzerland ETF 11.5 50 -20 5.7 -2.5
FEP First Trust Europe AlphaDEX Fund 11.5 80 -50 12.2 +4.0
JIG JPMorgan International Growth ETF 11.4 55 -25 5.1 -3.1
FLSW Franklin FTSE Switzerland ETF 11.4 9 21 6.5 -1.8
PIZ Invesco DWA Developed Markets Momentum ETF 11.4 80 -50 8.6 +0.4
ACWV iShares MSCI Global Min Vol Factor ETF 11.3 20 10 7.1 -1.1
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 11.3 19 11 7.5 -0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 11.2 25 5 7.5 -0.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 11.2 47 -17 13.3 +5.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 11.1 31 -1 10.5 +2.3
KLDW Gavekal Knowledge Leaders Developed World ETF 10.8 75 -45 6.2 -2.0
DIVS SmartETFs Dividend Builder ETF 10.7 65 -35 6.8 -1.5
FDT First Trust Developed Markets ex-US Alphadex Fund 10.6 80 -50 12.8 +4.6
DWX SPDR S&P International Dividend ETF 10.4 45 -15 10.2 +2.0
IXG iShares Global Financials ETF 10.4 43 -13 10.9 +2.7
LVHI Legg Mason International Low Volatility High Dividend ETF 9.9 40 -10 10.5 +2.3
BLES Inspire Global Hope Large Cap ETF 9.9 49 -19 7.1 -1.2
DGT SPDR Global Dow ETF 9.9 50 -20 9.2 +1.0
FJP First Trust Japan AlphaDEX Fund 9.8 80 -50 12.5 +4.3
MOTG VanEck Morningstar Global Wide Moat ETF 9.8 52 -22 7.8 -0.4
FEUZ First Trust Eurozone AlphaDEX ETF 9.7 80 -50 11.2 +3.0
FEZ SPDR EURO STOXX 50 ETF 9.7 29 1 9.2 +0.9
IOO iShares Global 100 ETF 9.7 40 -10 6.9 -1.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 9.6 65 -35 15.3 +7.1
BKIS BNY Mellon Sustainable International Equity ETF 9.5 70 -40 6.9 -1.3
FLAU Franklin FTSE Australia ETF 9.4 9 21 7.3 -1.0
EWA iShares MSCI Australia ETF 9.4 50 -20 6.8 -1.4
VIDI Vident International Equity Fund 9.3 61 -31 14.5 +6.3
URTH iShares MSCI World ETF 9.2 24 6 7.0 -1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 8.7 20 10 7.5 -0.8
DSTX Distillate International Fundamental Stability & Value ETF 8.5 55 -25 10.2 +1.9
SDG iShares Sustainable MSCI Global Impact ETF 8.5 49 -19 9.3 +1.1
HART IQ Healthy Hearts ETF 8.2 45 -15 6.2 -2.1
ACWI iShares MSCI ACWI ETF 8.2 32 -2 7.2 -1.0
FLFR Franklin FTSE France ETF 8.2 9 21 8.5 +0.3
DMDV AAM S&P Developed Markets High Dividend Value ETF 8.2 39 -9 16.3 +8.1
DEW WisdomTree Global High Dividend Fund 8.2 58 -28 10.3 +2.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 8.1 9 21 7.0 -1.2
GCOW Pacer Global High Dividend ETF 8.1 60 -30 14.5 +6.2
JOYY Infusive Compounding Global Equities ETF 7.9 51 -21 0.0 -8.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.9 65 -35 11.9 +3.7
FKU First Trust United Kingdom AlphaDEX Fund 7.9 80 -50 12.0 +3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.8 12 18 6.9 -1.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 7.7 58 -28 8.6 +0.3
EWQ iShares MSCI France ETF 7.7 50 -20 8.0 -0.2
MXI iShares Global Materials ETF 7.6 43 -13 9.1 +0.9
WLDR Affinity World Leaders Equity ETF 7.5 67 -37 11.4 +3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 7.5 9 21 7.2 -1.1
SCHY Schwab International Dividend Equity ETF 7.5 14 16 10.5 +2.2
TOK iShares MSCI Kokusai ETF 7.4 25 5 6.9 -1.3
FLGR Franklin FTSE Germany ETF 7.4 9 21 10.6 +2.4
VT Vanguard Total World Stock ETF 7.3 7 23 7.4 -0.8
EXI iShares Global Industrials ETF 7.3 43 -13 6.7 -1.5
EWG iShares MSCI Germany ETF 7.2 50 -20 10.0 +1.7
DBGR Xtrackers MSCI Germany Hedged Equity ETF 7.0 45 -15 9.5 +1.3
JSTC Adasina Social Justice All Cap Global ETF 7.0 89 -59 7.1 -1.2
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 6.9 45 -15 7.7 -0.6
IDV iShares International Select Dividend ETF 6.8 49 -19 17.9 +9.6
DXGE WisdomTree Germany Hedged Equity Fund 6.8 48 -18 10.9 +2.7
FSZ First Trust Switzerland AlphaDEX Fund 6.8 80 -50 6.3 -1.9
MOTI VanEck Morningstar International Moat ETF 6.7 57 -27 11.1 +2.9
SAGP Strategas Global Policy Opportunities ETF 6.7 65 -35 8.6 +0.3
ACWF iShares MSCI Global Multifactor ETF 6.5 35 -5 10.8 +2.6
FID First Trust S&P International Dividend Aristocrats ETF 6.5 60 -30 10.9 +2.6
DAX Global X DAX Germany ETF 6.4 20 10 10.7 +2.5
OCEN IQ Clean Oceans ETF 6.2 45 -15 8.2 -0.0
WDIV SPDR Global Dividend ETF 6.1 40 -10 11.1 +2.9
KOCG FIS Knights of Columbus Global Belief ETF 6.1 75 -45 8.7 +0.5
XT iShares Exponential Technologies ETF 6.1 46 -16 4.9 -3.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.8 47 -17 6.8 -1.4
EFAS Global X MSCI SuperDividend EAFE ETF 5.3 56 -26 13.5 +5.2
NTZG Nuveen Global Net Zero Transition ETF 5.3 55 -25 6.2 -2.0
RAYD Rayliant Quantitative Developed Market Equity ETF 5.2 80 -50 10.3 +2.1
NXTG First Trust Indxx NextG ETF 4.9 70 -40 8.2 0.0
IMOM Alpha Architect International Quantitative Momentum ETF 4.7 60 -30 10.5 +2.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.7 47 -17 5.4 -2.8
DVYA iShares Asia/Pacific Dividend ETF 4.5 49 -19 14.7 +6.5
CLNR IQ Cleaner Transport ETF 4.4 45 -15 8.6 +0.4
EUFN iShares MSCI Europe Financials ETF 4.4 48 -18 13.3 +5.1
KOIN Innovation Shares NextGen Protocol ETF 4.3 75 -45 7.8 -0.5
YUMY VanEck Future of Food ETF 4.3 69 -39 4.2 -4.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 4.2 57 -27 16.5 +8.2
FGM First Trust Germany AlphaDEX Fund 4.2 80 -50 13.6 +5.4
IVAL Alpha Architect International Quantitative Value ETF 4.2 60 -30 15.1 +6.9
JXI iShares Global Utilities ETF 4.1 43 -13 5.9 -2.4
AGNG Global X Aging Population ETF 3.9 50 -20 4.3 -3.9
RXI iShares Global Consumer Discretionary ETF 3.8 43 -13 5.8 -2.4
CGXU Capital Group International Focus Equity ETF 3.7 54 -24 5.8 -2.4
EWN iShares MSCI Netherlands ETF 3.7 50 -20 6.0 -2.3
SHPP Pacer Industrials and Logistics ETF 3.5 60 -30 10.8 +2.6
IDNA iShares Genomics Immunology & Healthcare ETF 3.4 47 -17 -8.9 -17.1
EWP iShares MSCI Spain ETF 3.4 50 -20 9.8 +1.5
LUXE Emles Luxury Goods ETF 3.4 60 -30 4.5 -3.7
WDNA WisdomTree BioRevolution Fund 3.3 45 -15 -4.2 -12.4
EDEN iShares MSCI Denmark Capped ETF 3.3 53 -23 6.4 -1.9
DWCR Arrow DWA Country Rotation ETF 3.2 136 -106 6.9 -1.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 3.1 50 -20 3.8 -4.4
IXN iShares Global Tech ETF 3.1 43 -13 6.6 -1.6
AIIQ AI Powered International Equity ETF 3.1 79 -49 0.0 -8.2
HAP VanEck Natural Resources ETF 3.1 49 -19 8.7 +0.5
FYLD Cambria Foreign Shareholder Yield ETF 3.0 59 -29 14.9 +6.7
GLIF AGFiQ Global Infrastructure ETF 3.0 45 -15 5.6 -2.6
IPKW Invesco International BuyBack Achievers ETF 3.0 55 -25 13.2 +5.0
GRES IQ Global Resources ETF 3.0 30 0 9.6 +1.3
PAWZ ProShares Pet Care ETF 2.9 50 -20 4.4 -3.8
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 2.9 45 -15 3.5 -4.8
EWD iShares MSCI Sweden ETF 2.8 54 -24 10.6 +2.4
GVAL Cambria Global Value ETF 2.8 71 -41 14.4 +6.2
FNDC Schwab Fundamental International Small Co. Index ETF 2.8 39 -9 7.7 -0.6
FDD First Trust Stoxx European Select Dividend Index Fund 2.8 58 -28 15.0 +6.8
IXP iShares Global Comm Services ETF 2.8 43 -13 9.1 +0.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 2.8 80 -50 13.5 +5.3
MDEV First Trust Indxx Medical Devices ETF 2.8 70 -40 4.3 -4.0
DINT Davis Select International ETF 2.7 64 -34 8.1 -0.1
QTUM Defiance Quantum ETF 2.7 40 -10 6.4 -1.9
ANEW ProShares MSCI Transformational Changes ETF 2.7 45 -15 4.9 -3.4
GENY Principal Millennials Index ETF 2.6 45 -15 5.2 -3.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 2.6 63 -33 4.8 -3.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 2.6 49 -19 6.6 -1.6
DTEC ALPS Disruptive Technologies ETF 2.5 50 -20 4.5 -3.7
SUPL ProShares Supply Chain Logistics ETF 2.5 58 -28 17.4 +9.2
XDNA Strategic CRISPR & Gene Editing Technology ETF 2.5 78 -48 -3.1 -11.3
IDRV iShares Self-driving EV & Tech ETF 2.4 47 -17 8.6 +0.4
AIQ Global X Future Analytics Tech ETF 2.3 68 -38 6.0 -2.2
IVEG iShares Emergent Food and AgTech Multisector ETF 2.2 47 -17 8.2 +0.0
DRIV Global X Autonomous & Electric Vehicles ETF 2.2 68 -38 5.6 -2.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.2 45 -15 6.0 -2.3
HTEC ROBO Global Healthcare Technology & Innovation ETF 2.1 68 -38 -0.6 -8.8
EKAR Innovation Shares NextGen Vehicles & Technology ETF 2.1 65 -35 6.9 -1.3
IDAT iShares Cloud 5G and Tech ETF 2.1 47 -17 7.6 -0.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.0 70 -40 7.5 -0.7
BATT Amplify Lithium & Battery Technology ETF 2.0 59 -29 2.6 -5.6
GSFP Goldman Sachs Future Planet Equity ETF 2.0 75 -45 4.6 -3.7
SEA U.S. Global Sea to Sky Cargo ETF 1.9 60 -30 32.3 +24.1
FLIY Franklin FTSE Italy ETF 1.9 9 21 11.6 +3.4
EWI iShares MSCI Italy ETF 1.9 50 -20 11.6 +3.3
KGHG KraneShares Global Carbon Transformation ETF 1.9 89 -59 -10.2 -18.4
TRFK Pacer Data and Digital Revolution ETF 1.9 60 -30 6.8 -1.4
PICK iShares MSCI Global Metals & Mining Producers ETF 1.8 39 -9 14.2 +5.9
KROP Global X AgTech & Food Innovation ETF 1.8 50 -20 0.8 -7.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.8 58 -28 10.4 +2.2
CGGO Capital Group Global Growth Equity ETF 1.7 47 -17 5.2 -3.0
FEMA Procure Disaster Recovery Strategy ETF 1.7 75 -45 6.4 -1.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.7 68 -38 5.2 -3.0
ISHP First Trust S-Network E-Commerce ETF 1.7 60 -30 4.6 -3.7
GNR SPDR S&P Global Natural Resources ETF 1.6 40 -10 10.2 +1.9
PIO Invesco Global Water ETF 1.6 75 -45 5.6 -2.6
CARZ First Trust NASDAQ Global Auto Index Fund 1.6 70 -40 6.9 -1.4
GII SPDR S&P Global Infrastructure ETF 1.6 40 -10 4.7 -3.5
IGF iShares Global Infrastructure ETF 1.6 43 -13 4.6 -3.6
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 1.6 75 -45 3.9 -4.3
APXH Apex Healthcare ETF 1.6 90 -60 9.8 +1.5
FLHK Franklin FTSE Hong Kong ETF 1.6 9 21 8.2 +0.0
EWH iShares MSCI Hong Kong ETF 1.6 50 -20 8.1 -0.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.6 70 -40 2.8 -5.4
TEMP JPMorgan Climate Change Solutions ETF 1.6 49 -19 5.4 -2.9
EBLU Ecofin Global Water ESG Fund 1.5 40 -10 5.2 -3.0
BKES BNY Mellon Sustainable Global Emerging Markets ETF 1.5 11 19 5.4 -2.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.4 46 -16 9.1 +0.9
PBD Invesco Global Clean Energy ETF 1.4 75 -45 -2.2 -10.4
GBUY Goldman Sachs Future Consumer Equity ETF 1.3 75 -45 3.7 -4.5
EWS iShares MSCI Singapore ETF 1.3 50 -20 5.5 -2.8
FCLD Fidelity Cloud Computing ETF 1.3 39 -9 5.4 -2.9
CGW Invesco S&P Global Water Index ETF 1.2 57 -27 5.4 -2.9
CGV Conductor Global Equity Value ETF 1.2 128 -98 10.7 +2.5
FTAG First Trust Indxx Global Agriculture ETF 1.2 70 -40 8.9 +0.7
IBLC iShares Blockchain and Tech ETF 1.2 47 -17 -10.6 -18.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 60 -30 3.1 -5.2
JRNY ALPS Global Travel Beneficiaries ETF 1.1 65 -35 1.1 -7.2
CGUS Capital Group Core Equity ETF 1.1 33 -3 7.1 -1.1
SCJ iShares MSCI Japan Small-Cap ETF 1.1 50 -20 7.2 -1.1
EFNL iShares MSCI Finland Capped ETF 1.1 53 -23 7.2 -1.0
TINT ProShares Smart Materials ETF 1.1 58 -28 8.0 -0.3
JZRO Janus Henderson Net Zero Transition Resources ETF 1.1 60 -30 8.3 +0.1
DFIS Dimensional International Small Cap ETF 1.1 39 -9 6.7 -1.5
BECO BlackRock Future Climate and Sustainable Economy ETF 1.0 70 -40 6.0 -2.3
SUBS Fount Subscription Economy ETF 1.0 70 -40 5.9 -2.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.0 47 -17 -0.1 -8.4
AVDV Avantis International Small Cap Value ETF 1.0 36 -6 9.6 +1.4
FPAG FPA Global Equity ETF 1.0 49 -19 7.9 -0.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 1.0 70 -40 8.7 +0.4
GDOC Goldman Sachs Future Health Care Equity ETF 0.9 75 -45 2.0 -6.3
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 0.9 75 -45 0.9 -7.3
GMET VanEck Green Metals ETF 0.9 59 -29 10.3 +2.1
DMAT Global X Disruptive Materials ETF 0.9 59 -29 8.7 +0.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.9 19 11 9.5 +1.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.9 40 -10 7.0 -1.2
ERTH Invesco MSCI Sustainable Future ETF 0.9 55 -25 4.1 -4.2
EWK iShares MSCI Belgium Capped ETF 0.9 50 -20 8.5 +0.3
ERSX ERShares NextGen Entrepreneurs ETF 0.9 75 -45 7.5 -0.8
BULD Pacer BlueStar Engineering the Future ETF 0.8 60 -30 -1.2 -9.4
FDVV Fidelity Core Dividend ETF 0.8 29 1 8.8 +0.5
GXF Global X FTSE Nordic Region ETF 0.8 50 -20 6.8 -1.4
ENOR iShares MSCI Norway ETF 0.8 53 -23 5.7 -2.6
NORW Global X MSCI Norway ETF 0.8 50 -20 5.5 -2.7
BTEK BlackRock Future Tech ETF 0.7 88 -58 0.8 -7.4
BFIT Global X Health & Wellness ETF 0.7 50 -20 7.0 -1.2
URA Global X Uranium ETF 0.7 69 -39 3.0 -5.2
NTZO Impact Shares MSCI Global Climate Select ETF 0.7 30 0 0.0 -8.2
SNSR Global X Internet of Things Thematic ETF 0.7 68 -38 5.9 -2.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.7 45 -15 2.6 -5.6
VERS ProShares Metaverse ETF 0.7 58 -28 -5.2 -13.4
BJK VanEck Gaming ETF 0.7 62 -32 2.7 -5.5
EATV VegTech Plant-based Innovation & Climate ETF 0.7 75 -45 -4.8 -13.0
IVES Wedbush ETFMG Global Cloud Technology ETF 0.7 68 -38 4.4 -3.9
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.7 95 -65 17.1 +8.8
MVPS Amplify Thematic All-Stars ETF 0.7 49 -19 2.6 -5.6
JEMA JPMorgan Emerging Markets Equity Core ETF 0.6 39 -9 9.6 +1.4
PHO Invesco Water Resources ETF 0.6 60 -30 4.6 -3.6
GURU Global X Guru Index ETF 0.6 75 -45 2.7 -5.6
BOAT SonicShares Global Shipping ETF 0.6 69 -39 22.9 +14.7
EIRL iShares MSCI Ireland Capped ETF 0.6 51 -21 7.7 -0.5
LIT Global X Lithium & Battery Tech ETF 0.6 75 -45 3.6 -4.7
FAN First Trust Global Wind Energy ETF 0.6 62 -32 4.4 -3.8
VCLN Virtus Duff & Phelps Clean Energy ETF 0.6 59 -29 0.0 -8.2
MOO VanEck Agribusiness ETF 0.6 52 -22 7.5 -0.7
AFK VanEck Africa Index ETF 0.6 77 -47 10.3 +2.1
OBOR KraneShares MSCI One Belt One Road Index ETF 0.6 79 -49 10.2 +1.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.5 32 -2 7.4 -0.8
FDHT Fidelity Digital Health ETF 0.5 39 -9 0.3 -8.0
BMED BlackRock Future Health ETF 0.5 85 -55 2.3 -5.9
MOTO SmartETFs Smart Transportation & Technology ETF 0.5 68 -38 8.5 +0.3
SOLR SmartETFs Sustainable Energy II Fund 0.5 79 -49 4.4 -3.8
SMOG VanEck Low Carbon Energy ETF 0.5 55 -25 2.1 -6.2
CTEC Global X CleanTech ETF 0.5 50 -20 1.4 -6.9
TINY ProShares Nanotechnology ETF 0.5 58 -28 2.3 -5.9
GXC SPDR S&P China ETF 0.5 59 -29 11.6 +3.4
ODDS Pacer BlueStar Digital Entertainment ETF 0.5 60 -30 5.4 -2.9
DEM WisdomTree Emerging Markets High Dividend Fund 0.5 63 -33 19.0 +10.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.4 75 -45 4.5 -3.8
PRNT The 3D Printing ETF 0.4 66 -36 -8.9 -17.1
HACK ETFMG Prime Cyber Security ETF 0.4 60 -30 4.1 -4.1
IHAK iShares Cybersecurity & Tech ETF 0.4 47 -17 3.9 -4.3
CIBR First Trust NASDAQ CEA Cybersecurity ETF 0.4 60 -30 3.7 -4.5
BUG Global X Cybersecurity ETF 0.4 50 -20 1.7 -6.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.4 85 -55 5.8 -2.5
FPXI First Trust International Equity Opportunities ETF 0.4 70 -40 -1.6 -9.8
ROBO Robo Global Robotics & Automation Index ETF 0.4 95 -65 4.2 -4.1
DISV Dimensional International Small Cap Value ETF 0.4 42 -12 12.3 +4.0
FINX Global X FinTech Thematic ETF 0.4 68 -38 6.6 -1.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -40 19.6 +11.3
BETZ Roundhill Sports Betting & iGaming ETF 0.4 75 -45 3.6 -4.6
IPOS Renaissance International IPO ETF 0.4 80 -50 -4.1 -12.4
IQM Franklin Intelligent Machines ETF 0.4 50 -20 4.3 -3.9
BNE Blue Horizon BNE ETF 0.4 87 -57 2.3 -6.0
WOOD iShares Global Timber & Forestry ETF 0.4 43 -13 12.7 +4.4
CUT Invesco MSCI Global Timber ETF 0.4 61 -31 10.4 +2.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.4 49 -19 8.9 +0.7
BCDF Horizon Kinetics Blockchain Development ETF 0.3 85 -55 0.1 -8.1
IEUS iShares MSCI Europe Small-Cap ETF 0.3 40 -10 7.2 -1.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -35 3.0 -5.2
MEM Matthews Emerging Markets Equity Active ETF 0.3 79 -49 7.3 -0.9
COPX Global X Copper Miners ETF 0.3 65 -35 9.3 +1.0
OGIG O'Shares Global Internet Giants ETF 0.3 48 -18 0.0 -8.2
EWGS iShares MSCI Germany Small Cap ETF 0.3 59 -29 11.8 +3.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 -2 8.3 +0.0
ISRA VanEck Israel ETF 0.3 59 -29 10.0 +1.7
EIS iShares MSCI Israel ETF 0.3 57 -27 9.7 +1.4
WGRO WisdomTree U.S. Growth & Momentum Fund 0.3 55 -25 8.1 -0.2
QLC FlexShares US Quality Large Cap Index Fund 0.3 32 -2 8.0 -0.3
QQQN VictoryShares Nasdaq Next 50 ETF 0.3 18 12 7.2 -1.0
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 8 6.7 -1.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 10 5.9 -2.3
PXQ Invesco Dynamic Networking ETF 0.3 63 -33 5.9 -2.4
PSJ Invesco Dynamic Software ETF 0.3 56 -26 4.9 -3.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.3 15 15 4.8 -3.4
FTQI First Trust Nasdaq BuyWrite Income ETF 0.3 85 -55 4.6 -3.6
FITE SPDR Kensho Future Security ETF 0.3 45 -15 3.5 -4.7
ITEQ BlueStar Israel Technology ETF 0.3 75 -45 1.2 -7.1
IZRL ARK Israel Innovative Technology ETF 0.3 49 -19 -0.6 -8.8
XITK SPDR FactSet Innovative Technology ETF 0.3 45 -15 -3.9 -12.1
RBUS Nationwide Risk-Based U.S. Equity ETF 0.3 30 0 0.0 -8.2
RAYE Rayliant Quantamental Emerging Market Equity ETF 0.3 80 -50 14.1 +5.8
FDEM Fidelity Emerging Markets Multifactor ETF 0.3 45 -15 12.1 +3.9
SPEM SPDR Portfolio Emerging Markets ETF 0.2 11 19 9.5 +1.3
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.2 85 -55 6.5 -1.8
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.2 78 -48 12.4 +4.2
FDRR Fidelity Dividend ETF for Rising Rates 0.2 29 1 9.2 +0.9
PSYK PSYK ETF 0.2 75 -45 -154.5 -162.7
VEGI iShares MSCI Global Agriculture Producers ETF 0.2 39 -9 7.3 -0.9
CGGR Capital Group Growth ETF 0.2 39 -9 5.3 -3.0
XDAT Franklin Exponential Data ETF 0.2 50 -20 4.0 -4.3
WCBR WisdomTree Cybersecurity Fund 0.2 45 -15 0.2 -8.0
KOMP SPDR Kensho New Economies Composite ETF 0.1 20 10 1.0 -7.3
VALQ American Century STOXX U.S. Quality Value ETF 0.1 29 1 11.8 +3.6
HJEN Direxion Hydrogen ETF 0.1 45 -15 -2.3 -10.5
AADR AdvisorShares Dorsey Wright ADR ETF 0.1 110 -80 9.9 +1.6
DBLV AdvisorShares DoubleLine Value Equity ETF 0.1 91 -61 7.9 -0.3
BOUT Innovator IBD Breakout Opportunities ETF 0.1 84 -54 5.3 -3.0
CACG ClearBridge All Cap Growth ETF 0.1 53 -23 4.9 -3.4
LRGE ClearBridge Large Cap Growth ESG ETF 0.1 59 -29 4.8 -3.4
GAMR ETFMG Video Game Tech ETF 0.1 75 -45 7.9 -0.3
MTVR Fount Metaverse ETF 0.1 70 -40 7.7 -0.6
ESPO VanEck Video Gaming & eSports ETF 0.1 55 -25 5.3 -2.9
ASEA Global X Southeast Asia ETF 0.1 65 -35 8.1 -0.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.1 21 9 4.7 -3.5
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 19 9.7 +1.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -50 12.6 +4.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -45 7.0 -1.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -29 13.0 +4.8
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 21 6.9 -1.4
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.0 25 5 8.8 +0.6
MXDU Nationwide Maximum Diversification US Core Equity ETF 0.0 34 -4 0.0 -8.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.0 25 5 8.7 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 -9 8.8 +0.5
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.0 35 -5 15.4 +7.1

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
WisdomTree International ESG Fund
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.7 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 30 bp
Equals: ALTAR Score 8.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.62 CATEGORY
AVERAGE
1.50
 
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.