Hartford Multifactor Emerging Markets ETF
ALTAR
Score™		 11.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 9.8x P/Sales
ratio		 0.7x
P/BV
ratio		 0.9x Div.
yield		 4.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Hartford Multifactor Emerging Markets ETF seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk-Optimized Multifactor Emerging Markets Index, which tracks the performance of emerging market equity securities.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Hartford
Website www.hartfordfunds.com
Inception date Feb 25, 2015
Assets (mns) $35
Currency USD
Expense ratio 44 bp
Distributions Semi-Annually

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 336
Wgt avg mkt cap (mns) $43,865
Large cap (>$10bn) 61.7%
Mid cap ($2-10bn) 36.2%
Small cap (<$2bn) 0.7%
Developed mkts 6.3%
Emerging mkts 93.7%

TOP TEN HOLDINGS
CHINA PHARMACEUTICAL GROUP 1.9 %
XIAOMI CORP. CLASS B 1.7 %
AGRICULTURAL BANK OF CHINA-H 1.6 %
CHINA CONSTRUCTION BANK-H 1.4 %
IND & COMM BK OF CHINA - H 1.3 %
TAIWAN SEMICONDUCTOR-SP ADR 1.2 %
BANK OF CHINA LTD - H 1.2 %
GOLD FIELDS LTD-SPONS ADR 1.2 %
HON HAI PRECISION INDUSTRY 1.2 %
LENOVO GROUP LTD 1.1 %
Total 13.6 %

TOP COUNTRY EXPOSURE
CHINA 20.4 %
TAIWAN 19.2 %
INDIA 14.1 %
SOUTH KOREA 11.9 %
SAUDI ARABIA 5.7 %
HONG KONG 5.4 %
BRAZIL 5.3 %
MALAYSIA 3.5 %
SOUTH AFRICA 2.7 %
INDONESIA 2.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
22.2% 9.1% 11.0% 6.7% 3.9%

Market Correlations
versus... Beta R-squared
S&P500 0.71 47%
MSCI EAFE 0.68 53%
MSCI Emg. Mkts. 0.70 63%

Technical Indicators
Recent close $28.60
30d moving avg. $27.94
Annualized volatility 14.0%
Short interest (ETF) 0.7%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 20
Turnover 1.7%
Bid/Ask (% of price) 0.33%
ADV underlying (mns) $9,981

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 460 potential alternatives to the Hartford Multifactor Emerging Markets ETF ETF based on the alternatives' overlap in portfolio holdings with ROAM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ROAM Expense: 44 bp ALTAR Score™: 11.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ROAM
Ticker Fund
Name		 Overlap1
vs ROAM
(%)		 Expense
ratio
(bp)		 Savings
vs ROAM
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ROAM
(%)
JHEM John Hancock Multifactor Emerging Markets ETF 39.7 49 -5 9.7 -2.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 39.1 50 -6 10.8 -0.9
RODE Hartford Multifactor Diversified International ETF 36.2 29 15 11.5 -0.2
PXH Invesco FTSE RAFI Emerging Markets ETF 35.4 49 -5 15.4 +3.7
ECON Columbia Emerging Markets Consumer ETF 35.1 49 -5 11.6 -0.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 34.3 39 5 15.9 +4.2
EVLU iShares MSCI Emerging Markets Value Factor ETF 33.3 35 9 17.0 +5.3
UEVM VictoryShares Emerging Markets Value Momentum ETF 32.8 45 -1 10.7 -1.0
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 32.8 45 -1 9.9 -1.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 32.1 66 -22 9.0 -2.7
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 31.9 24 20 7.5 -4.2
AVEM Avantis Emerging Markets Equity ETF 31.7 33 11 8.3 -3.4
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 31.7 15 29 9.9 -1.9
BKEM BNY Mellon Emerging Markets Equity ETF 31.4 11 33 9.6 -2.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 31.2 30 14 8.9 -2.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 31.2 15 29 7.5 -4.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 30.2 36 8 9.3 -2.4
FDEM Fidelity Emerging Markets Multifactor ETF 30.2 25 19 12.6 +0.8
AVES Avantis Emerging Markets Value ETF 29.4 36 8 10.9 -0.8
DEM WisdomTree Emerging Markets High Dividend Fund 28.4 63 -19 13.7 +2.0
EMMF WisdomTree Emerging Markets Multifactor Fund 28.3 48 -4 7.3 -4.4
EMGF iShares Emerging Markets Equity Factor ETF 27.9 25 19 11.2 -0.5
DFEV Dimensional Emerging Markets Value ETF 27.8 43 1 12.9 +1.2
FLAX Franklin FTSE Asia Ex Japan ETF 27.8 19 25 8.8 -2.9
EEM iShares MSCI Emerging Markets ETF 27.7 69 -25 9.8 -1.9
XCEM Columbia EM Core ex-China ETF 27.6 16 28 7.8 -3.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 27.2 44 0 10.6 -1.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 26.9 30 14 9.8 -1.9
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 26.4 32 12 6.7 -5.0
EEMA iShares MSCI Emerging Markets Asia ETF 26.4 49 -5 9.7 -2.0
DFAE Dimensional Emerging Core Equity Market ETF 26.3 35 9 9.0 -2.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 25.9 33 11 9.6 -2.2
EMXC iShares MSCI Emerging Markets ex China ETF 25.8 25 19 7.2 -4.5
GMF SPDR S&P Emerging Asia Pacific ETF 25.8 49 -5 9.2 -2.5
EMXF iShares ESG Advanced MSCI EM ETF 25.5 16 28 8.2 -3.5
SCHE Schwab Emerging Markets Equity ETF 25.0 11 33 10.6 -1.1
IEMG iShares Core MSCI Emerging Markets ETF 24.9 9 35 10.0 -1.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 24.7 70 -26 8.9 -2.9
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 24.4 25 19 6.5 -5.3
AVXC Avantis Emerging Markets Ex-China Equity ETF 24.1 33 11 8.3 -3.4
SPEM SPDR Portfolio Emerging Markets ETF 24.0 7 37 10.2 -1.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 23.8 38 6 9.0 -2.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 23.8 59 -15 8.6 -3.1
STXE Strive Emerging Markets Ex-China ETF 23.7 32 12 7.3 -4.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 23.4 32 12 8.8 -2.9
XC WisdomTree Emerging Markets Ex-China Fund 23.4 32 12 6.3 -5.4
VWO Vanguard FTSE Emerging Markets ETF 23.2 7 37 9.9 -1.8
AVSE Avantis Responsible Emerging Markets Equity ETF 22.9 33 11 8.1 -3.6
XCNY SPDR S&P Emerging Markets ex-China ETF 22.7 15 29 7.5 -4.2
DEHP Dimensional Emerging Markets High Profitability ETF 22.1 41 3 6.5 -5.2
DEXC Dimensional Emerging Markets ex China Core EquityETF 21.5 53 -9 7.6 -4.1
ESGE iShares ESG Aware MSCI EM ETF 21.3 25 19 9.7 -2.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 21.3 41 3 8.5 -3.2
BKF iShares MSCI BIC ETF 21.2 69 -25 13.4 +1.7
LDEM iShares ESG MSCI EM Leaders ETF 21.0 17 27 13.5 +1.8
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 20.3 40 4 6.8 -4.9
FEM First Trust Emerging Markets AlphaDEX Fund 19.7 80 -36 11.4 -0.3
NUEM Nuveen ESG Emerging Markets Equity ETF 19.0 36 8 7.5 -4.2
RNEM First Trust Emerging Markets Equity Select ETF 18.5 75 -31 7.7 -4.0
AIA iShares Asia 50 ETF 17.1 50 -6 11.5 -0.2
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 16.6 20 24 9.8 -2.0
EMDM First Trust Bloomberg Emerging Market Democracies ETF 16.4 75 -31 8.7 -3.0
EELV Invesco S&P Emerging Markets Low Volatility ETF 15.9 29 15 9.2 -2.5
KALL KraneShares MSCI All China Index ETF 15.7 49 -5 15.1 +3.4
MCHI iShares MSCI China ETF 15.6 59 -15 17.1 +5.4
FLCH Franklin FTSE China ETF 15.5 19 25 15.5 +3.8
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 15.5 95 -51 11.4 -0.3
FRDM Freedom 100 Emerging Markets ETF 15.0 49 -5 7.8 -3.9
EYLD Cambria Emerging Shareholder Yield ETF 14.9 66 -22 12.4 +0.7
FXI iShares China Large-Cap ETF 14.7 74 -30 18.3 +6.6
MEM Matthews Emerging Markets Equity Active ETF 14.5 79 -35 7.5 -4.2
EEMO Invesco S&P Emerging Markets Momentum ETF 14.5 29 15 6.6 -5.1
FLTW Franklin FTSE Taiwan ETF 14.3 19 25 6.2 -5.5
VIDI Vident International Equity Strategy ETF 14.2 61 -17 10.8 -0.9
GXC SPDR S&P China ETF 14.2 59 -15 15.1 +3.4
DVYE iShares Emerging Markets Dividend ETF 14.1 49 -5 18.7 +7.0
FTHF First Trust Emerging Markets Human Flourishing ETF 13.9 75 -31 7.7 -4.0
ECOW Pacer Emerging Markets Cash Cows 100 ETF 13.5 70 -26 13.1 +1.4
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 13.4 88 -44 8.4 -3.4
EWT iShares MSCI Taiwan ETF 12.9 58 -14 6.1 -5.6
NXTG First Trust Indxx NextG ETF 12.4 70 -26 5.0 -6.8
SDEM Global X MSCI SuperDividend Emerging Markets ETF 11.9 67 -23 13.8 +2.1
VYMI Vanguard International High Dividend Yield ETF 11.9 17 27 9.6 -2.1
FLIN Franklin FTSE India ETF 11.7 19 25 4.2 -7.5
EPI WisdomTree India Earnings Fund 11.6 85 -41 5.2 -6.5
IQDF FlexShares International Quality Dividend Index Fund 11.5 47 -3 8.9 -2.8
INDA iShares MSCI India ETF 11.3 65 -21 4.7 -7.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 11.3 18 26 7.8 -3.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 11.3 47 -3 8.2 -3.5
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 11.2 80 -36 8.9 -2.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 11.1 41 3 7.2 -4.5
PIN Invesco India ETF 10.9 78 -34 4.7 -7.0
ACWX iShares MSCI ACWI ex U.S. ETF 10.8 34 10 7.5 -4.2
CWI SPDR MSCI ACWI ex-US ETF 10.6 30 14 7.4 -4.3
FLKR Franklin FTSE South Korea ETF 10.5 9 35 8.0 -3.7
EMC Global X Emerging Markets Great Consumer ETF 10.5 75 -31 10.9 -0.8
VEU Vanguard FTSE All-World ex-US Index Fund 10.4 4 40 7.9 -3.8
VSGX Vanguard ESG International Stock ETF 10.1 10 34 7.5 -4.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 10.0 30 14 7.8 -3.9
VXUS Vanguard Total International Stock ETF 9.8 5 39 7.7 -4.0
IXUS iShares Core MSCI Total International Stock ETF 9.8 7 37 7.7 -4.0
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 9.4 90 -46 7.0 -4.7
ACWV iShares MSCI Global Min Vol Factor ETF 9.0 20 24 6.2 -5.5
EWY iShares MSCI South Korea ETF 9.0 58 -14 7.3 -4.5
EDIV SPDR S&P Emerging Markets Dividend ETF 8.0 49 -5 12.0 +0.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 7.9 78 -34 9.4 -2.3
DEW WisdomTree Global High Dividend Fund 7.9 58 -14 8.4 -3.3
FCA First Trust China AlphaDEX Fund 7.8 80 -36 8.0 -3.7
INDY iShares India 50 ETF 7.6 89 -45 5.0 -6.7
NFTY First Trust India NIFTY 50 Equal Weight ETF 7.6 80 -36 5.1 -6.6
EMM Global X Emerging Markets ex-China ETF 7.6 75 -31 6.1 -5.6
PATN Pacer Nasdaq International Patent Leaders ETF 7.6 65 -21 5.6 -6.1
WRND IQ Global Equity R&D Leaders ETF 7.5 18 26 7.9 -3.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.5 65 -21 7.7 -4.0
SCHY Schwab International Dividend Equity ETF 7.2 14 30 9.7 -2.0
JCHI JPMorgan Active China ETF 7.1 65 -21 14.8 +3.1
FLLA Franklin FTSE Latin America ETF 7.0 19 25 12.8 +1.1
MCH Matthews China Active ETF 6.9 79 -35 13.8 +2.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 6.5 80 -36 9.5 -2.2
DSTX Distillate International Fundamental Stability & Value ETF 6.3 55 -11 7.6 -4.1
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 6.0 58 -14 10.0 -1.7
FLSA Franklin FTSE Saudi Arabia ETF 5.7 39 5 0.0 -11.7
KSA iShares MSCI Saudi Arabia ETF 5.7 74 -30 0.0 -11.7
MINV Matthews Asia Innovators Active ETF 5.7 79 -35 7.0 -4.7
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 5.5 60 -16 8.4 -3.4
TCHI iShares MSCI China Multisector Tech ETF 5.4 59 -15 16.1 +4.4
GVAL Cambria Global Value ETF 5.1 68 -24 10.5 -1.2
JSTC Adasina Social Justice All Cap Global ETF 5.1 89 -45 4.8 -6.9
FLN First Trust Latin America AlphaDEX Fund 5.0 80 -36 10.4 -1.3
UMMA Wahed Dow Jones Islamic World ETF 4.8 65 -21 5.1 -6.6
KTEC KraneShares Hang Seng TECH Index ETF 4.8 69 -25 19.3 +7.6
WWJD Inspire International ETF 4.7 80 -36 7.3 -4.5
IVES Wedbush ETFMG Global Cloud Technology ETF 4.7 68 -24 6.4 -5.3
AIVC Amplify Bloomberg AI Value Chain ETF 4.7 59 -15 4.9 -6.8
KNCT Invesco Next Gen Connectivity ETF 4.6 40 4 4.5 -7.3
FLBR Franklin FTSE Brazil ETF 4.6 19 25 14.5 +2.8
GSIB Themes Global Systemically Important Banks ETF 4.5 35 9 9.2 -2.5
GLOF iShares Global Equity Factor ETF 4.4 20 24 6.4 -5.3
EDOG ALPS Emerging Sector Dividend Dogs ETF 4.3 60 -16 10.8 -0.9
ACWI iShares MSCI ACWI ETF 4.3 32 12 5.4 -6.3
ASEA Global X FTSE Southeast Asia ETF 4.3 65 -21 6.7 -5.0
UIVM VictoryShares International Value Momentum ETF 4.2 35 9 9.1 -2.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 4.2 42 2 7.0 -4.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.2 75 -31 2.9 -8.8
DGT SPDR Global Dow ETF 4.2 50 -6 6.8 -4.9
XT iShares Exponential Technologies ETF 4.2 46 -2 4.6 -7.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.2 45 -1 2.4 -9.3
JPIN J.P. Morgan Diversified Return International Equity ETF 4.1 37 7 8.4 -3.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.0 9 35 5.6 -6.2
GLIN VanEck India Growth Leaders ETF 4.0 77 -33 6.9 -4.8
VT Vanguard Total World Stock ETF 3.9 6 38 5.7 -6.0
VPL Vanguard FTSE Pacific ETF 3.9 7 37 6.6 -5.1
QTUM Defiance Quantum ETF 3.9 40 4 4.9 -6.8
ICOW Pacer Developed Markets International Cash Cows 100 ETF 3.8 65 -21 11.8 +0.1
CXSE WisdomTree China ex-State-Owned Enterprises Fund 3.8 32 12 15.7 +4.0
FILL iShares MSCI Global Energy Producers ETF 3.8 39 5 11.9 +0.2
IXN iShares Global Tech ETF 3.8 41 3 3.4 -8.3
ARVR First Trust Indxx Metaverse ETF 3.7 70 -26 3.8 -7.9
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 3.7 60 -16 10.3 -1.4
KLMT Invesco MSCI Global Climate 500 ETF 3.7 10 34 5.6 -6.1
CARZ First Trust NASDAQ Global Auto Index Fund 3.6 70 -26 4.3 -7.4
PICK iShares MSCI Global Metals & Mining Producers ETF 3.6 39 5 11.6 -0.1
FEOE First Eagle Overseas Equity ETF 3.6 79 -35 7.7 -4.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.5 20 24 5.5 -6.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.4 65 -21 1.9 -9.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.4 46 -2 9.9 -1.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 3.4 24 20 7.5 -4.2
AIQ Global X Artificial Intelligence & Technology ETF 3.4 68 -24 3.5 -8.3
NDIA Global X India Active ETF 3.4 75 -31 5.0 -6.7
CHAT Roundhill Generative AI & Technology ETF 3.3 75 -31 8.4 -3.3
FNDF Schwab Fundamental International Large Co. Index ETF 3.3 25 19 9.4 -2.3
BLES Inspire Global Hope ETF 3.3 61 -17 6.8 -5.0
EWM iShares MSCI Malaysia ETF 3.3 50 -6 6.8 -4.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 3.3 56 -12 10.9 -0.9
COPY Tweedy, Browne Insider + Value ETF 3.2 80 -36 11.9 +0.2
HFXI IQ FTSE International Equity Currency Neutral ETF 3.2 20 24 6.8 -4.9
DWX SPDR S&P International Dividend ETF 3.2 45 -1 6.2 -5.5
EWZ iShares MSCI Brazil ETF 3.2 58 -14 13.1 +1.4
ILF iShares Latin America 40 ETF 3.1 48 -4 12.6 +0.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3.1 45 -1 8.7 -3.0
FEGE First Eagle Global Equity ETF 3.1 79 -35 6.8 -4.9
METV Roundhill Ball Metaverse ETF 3.0 59 -15 7.6 -4.1
JIG JPMorgan International Growth ETF 3.0 55 -11 4.6 -7.1
KOCG FIS Knights of Columbus Global Belief ETF 3.0 75 -31 5.3 -6.4
IMFL Invesco International Developed Dynamic Multifactor ETF 3.0 34 10 6.0 -5.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.0 12 32 5.0 -6.7
AIS VistaShares Artificial Intelligence Supercycle ETF 2.9 75 -31 2.4 -9.3
IXG iShares Global Financials ETF 2.9 42 2 6.7 -5.0
EEMS iShares MSCI Emerging Markets Small Cap ETF 2.9 70 -26 7.7 -4.0
DGIN VanEck Digital India ETF 2.9 71 -27 2.2 -9.5
APIE ActivePassive International Equity ETF 2.8 45 -1 7.3 -4.4
CGDG Capital Group Dividend Growers ETF 2.8 47 -3 6.2 -5.5
AFK VanEck Africa Index ETF 2.7 98 -54 11.4 -0.3
CGXU Capital Group International Focus Equity ETF 2.7 54 -10 5.3 -6.4
SCHF Schwab International Equity ETF 2.7 6 38 7.1 -4.6
KURE KraneShares MSCI All China Health Care Index ETF 2.7 65 -21 2.7 -9.0
GGME Invesco Next Gen Media and Gaming ETF 2.7 60 -16 4.2 -7.5
CGRO CoreValues Alpha Greater China Growth ETF 2.7 75 -31 4.5 -7.2
VEA Vanguard FTSE Developed Markets ETF 2.6 3 41 7.1 -4.6
EPOL iShares MSCI Poland ETF 2.6 59 -15 11.0 -0.7
FID First Trust S&P International Dividend Aristocrats ETF 2.6 60 -16 7.9 -3.8
WDIV SPDR S&P Global Dividend ETF 2.6 40 4 9.3 -2.4
HAP VanEck Natural Resources ETF 2.5 50 -6 9.2 -2.5
LIVR Intelligent Livermore ETF 2.4 69 -25 5.3 -6.4
FDNI First Trust Dow Jones International Internet ETF 2.4 65 -21 20.7 +9.0
MOTO SmartETFs Smart Transportation & Technology ETF 2.3 68 -24 7.0 -4.7
IDX VanEck Indonesia Index ETF 2.3 57 -13 7.1 -4.6
FFTY Innovator IBD 50 ETF 2.3 80 -36 -2.3 -14.0
IGRO iShares International Dividend Growth ETF 2.3 15 29 7.2 -4.5
EIDO iShares MSCI Indonesia ETF 2.2 59 -15 8.2 -3.5
RGEF Rockefeller Global Equity ETF 2.2 55 -11 4.7 -7.0
TUR iShares MSCI Turkey ETF 2.2 58 -14 19.1 +7.4
CGGR Capital Group Growth ETF 2.1 39 5 3.1 -8.6
IDV iShares International Select Dividend ETF 2.1 51 -7 10.7 -1.0
FDTX Fidelity Disruptive Technology ETF 2.1 50 -6 2.6 -9.1
GNR SPDR S&P Global Natural Resources ETF 2.1 40 4 11.1 -0.6
INCO Columbia India Consumer ETF 2.0 75 -31 1.9 -9.8
RXI iShares Global Consumer Discretionary ETF 2.0 41 3 9.1 -2.6
OBOR KraneShares MSCI One Belt One Road Index ETF 2.0 79 -35 8.7 -3.0
IPAV Global X Infrastructure Development ex-U.S. ETF 1.9 55 -11 7.6 -4.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.9 86 -42 13.7 +2.0
KWEB KraneShares CSI China Internet ETF 1.9 69 -25 24.5 +12.8
CGV Conductor Global Equity Value ETF 1.9 130 -86 8.4 -3.3
SUPL ProShares Supply Chain Logistics ETF 1.9 58 -14 12.0 +0.3
ABLG Abacus FCF International Leaders ETF 1.9 59 -15 6.9 -4.8
CLNR IQ Cleaner Transport ETF 1.9 45 -1 6.7 -5.0
THNR Amplify Weight Loss Drug & Treatment ETF 1.9 59 -15 6.7 -5.0
IGPT Invesco AI and Next Gen Software ETF 1.9 60 -16 3.8 -7.9
CHIQ Global X MSCI China Consumer Discretionary ETF 1.8 65 -21 16.3 +4.6
AADR AdvisorShares Dorsey Wright ADR ETF 1.8 110 -66 4.9 -6.8
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -51 3.2 -8.5
TINY ProShares Nanotechnology ETF 1.7 58 -14 4.4 -7.3
TPIF Timothy Plan International ETF 1.7 62 -18 6.2 -5.5
SDIV Global X Superdividend ETF 1.7 58 -14 42.7 +31.0
FMET Fidelity Metaverse ETF 1.7 39 5 4.5 -7.2
CGGO Capital Group Global Growth Equity ETF 1.7 47 -3 4.5 -7.2
OZEM Roundhill GLP-1 & Weight Loss ETF 1.6 59 -15 0.4 -11.3
DINT Davis Select International ETF 1.6 55 -11 7.9 -3.8
CIL VictoryShares International Volatility Wtd ETF 1.5 45 -1 6.6 -5.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.5 52 -8 7.6 -4.1
MOTI VanEck Morningstar International Moat ETF 1.5 58 -14 11.6 -0.1
WUGI AXS Esoterica NextG Economy ETF 1.5 75 -31 2.3 -9.4
FLHK Franklin FTSE Hong Kong ETF 1.5 9 35 6.7 -5.0
BWEB Bitwise Web3 ETF 1.5 85 -41 -0.2 -11.9
FDCF Fidelity Disruptive Communications ETF 1.5 50 -6 2.7 -9.0
CGIE Capital Group International Equity ETF 1.5 54 -10 5.0 -6.7
GCOW Pacer Global Cash Cows Dividend ETF 1.5 60 -16 11.0 -0.7
GINN Goldman Sachs Innovate Equity ETF 1.5 52 -8 3.5 -8.2
SPDW SPDR Portfolio Developed World ex-US ETF 1.4 3 41 6.9 -4.9
ANEW ProShares MSCI Transformational Changes ETF 1.4 45 -1 6.1 -5.6
MXI iShares Global Materials ETF 1.4 41 3 7.5 -4.2
PBD Invesco Global Clean Energy ETF 1.4 75 -31 -0.4 -12.1
TEMP JPMorgan Climate Change Solutions ETF 1.4 49 -5 5.7 -6.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 6 4.5 -7.2
EWW iShares MSCI Mexico ETF 1.4 50 -6 9.9 -1.8
FLMX Franklin FTSE Mexico ETF 1.4 19 25 10.3 -1.4
DTCR Global X Data Center & Digital Infrastructure ETF 1.4 50 -6 3.8 -7.9
BOAT SonicShares Global Shipping ETF 1.4 69 -25 29.0 +17.3
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 1.3 10 34 8.0 -3.7
OSEA Harbor International Compounders ETF 1.3 55 -11 4.7 -7.0
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.3 12 32 8.1 -3.7
ICOP iShares Copper and Metals Mining ETF 1.3 47 -3 7.4 -4.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.3 50 -6 5.2 -6.5
ECH iShares MSCI Chile ETF 1.3 58 -14 8.3 -3.4
ISHP First Trust Nasdaq Retail ETF 1.3 60 -16 5.5 -6.2
EZA iShares MSCI South Africa ETF 1.3 58 -14 9.5 -2.2
GDX VanEck Gold Miners ETF 1.3 51 -7 3.0 -8.7
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 1.3 60 -16 3.5 -8.2
SGDM Sprott Gold Miners ETF 1.3 50 -6 3.0 -8.7
FTRI First Trust Indxx Global Natural Resources Income ETF 1.2 70 -26 7.6 -4.1
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.2 80 -36 14.5 +2.8
EPHE iShares MSCI Philippines ETF 1.2 59 -15 0.0 -11.7
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -31 0.3 -11.4
ARKW ARK Next Generation Internet ETF 1.2 87 -43 -0.4 -12.1
BKCI BNY Mellon Concentrated International ETF 1.2 80 -36 5.1 -6.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.2 68 -24 2.4 -9.3
DIVS SmartETFs Dividend Builder ETF 1.2 65 -21 5.0 -6.7
FFND Future Fund Active ETF 1.2 100 -56 4.2 -7.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.2 65 -21 3.6 -8.1
GVIP Goldman Sachs Hedge Industry VIP ETF 1.2 45 -1 3.1 -8.6
IQM Franklin Intelligent Machines ETF 1.2 50 -6 1.9 -9.8
LRGE ClearBridge Large Cap Growth ESG ETF 1.2 59 -15 3.9 -7.8
RFFC ALPS Active Equity Opportunity ETF 1.2 48 -4 4.3 -7.4
SFYF SoFi Social 50 ETF 1.2 29 15 0.4 -11.4
SMH VanEck Semiconductor ETF 1.2 35 9 3.4 -8.3
SOXQ Invesco PHLX Semiconductor ETF 1.2 19 25 3.9 -7.8
SOXX iShares Semiconductor ETF 1.2 35 9 4.2 -7.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.2 55 -11 9.7 -2.0
TMAT Main Thematic Innovation ETF 1.2 164 -120 -1.5 -13.2
TMFG Motley Fool Global Opportunities ETF 1.2 85 -41 4.0 -7.7
VNSE Natixis Vaughan Nelson Select ETF 1.2 80 -36 4.6 -7.1
XNTK SPDR NYSE Technology ETF 1.2 35 9 3.3 -8.4
AOTG AOT Growth and Innovation ETF 1.2 75 -31 1.6 -10.1
PRAY FIS Christian Stock Fund 1.2 69 -25 5.2 -6.5
RSHO Tema American Reshoring ETF 1.2 75 -31 4.4 -7.3
DARP Grizzle Growth ETF 1.2 75 -31 2.7 -9.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.2 65 -21 -1.4 -13.1
FFOG Franklin Focused Growth ETF 1.2 61 -17 2.4 -9.3
BGRO iShares Large Cap Growth Active ETF 1.2 55 -11 3.1 -8.6
GINX SGI Enhanced Global Income ETF 1.2 98 -54 7.1 -4.6
SWP SWP Growth & Income ETF 1.2 99 -55 4.1 -7.6
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -32 5.1 -6.6
BGDV Bahl & Gaynor Dividend ETF 1.2 45 -1 4.7 -7.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.2 49 -5 5.7 -6.0
BATT Amplify Lithium & Battery Technology ETF 1.2 59 -15 3.0 -8.7
TTAI FCF International Quality ETF 1.2 59 -15 7.4 -4.3
ARKK ARK Innovation ETF 1.2 75 -31 -2.3 -14.0
IDHQ Invesco S&P International Developed High Quality ETF 1.2 29 15 6.5 -5.2
LOWV AB US Low Volatility Equity ETF 1.2 48 -4 5.1 -6.6
BOUT Innovator IBD Breakout Opportunities ETF 1.2 81 -37 2.8 -8.9
IOO iShares Global 100 ETF 1.2 41 3 4.6 -7.1
AUMI Themes Gold Miners ETF 1.2 35 9 3.9 -7.8
SHPP Pacer Industrials and Logistics ETF 1.2 60 -16 8.6 -3.2
AQWA Global X Clean Water ETF 1.2 50 -6 4.9 -6.8
PIO Invesco Global Water ETF 1.2 75 -31 4.2 -7.5
FCLD Fidelity Cloud Computing ETF 1.2 39 5 3.1 -8.6
IBUY Amplify Online Retail ETF 1.2 65 -21 0.9 -10.9
BLOK Amplify Transformational Data Sharing ETF 1.1 75 -31 -0.4 -12.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 -17 1.2 -10.5
FBCG Fidelity Blue Chip Growth ETF 1.1 59 -15 2.8 -8.9
OCEN IQ Clean Oceans ETF 1.1 45 -1 6.1 -5.6
LRGC AB US Large Cap Strategic Equities ETF 1.1 48 -4 4.4 -7.3
AVEE Avantis Emerging Markets Small Cap Equity ETF 1.1 42 2 9.7 -2.0
IDOG ALPS International Sector Dividend Dogs ETF 1.0 50 -6 12.0 +0.3
IXP iShares Global Comm Services ETF 1.0 42 2 5.5 -6.2
BINV Brandes International ETF 1.0 70 -26 9.1 -2.6
EMIF iShares Emerging Markets Infrastructure ETF 1.0 60 -16 4.9 -6.8
OND ProShares On-Demand ETF 1.0 58 -14 0.7 -11.0
DTAN Sparkline International Intangible Value ETF 0.9 55 -11 8.5 -3.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -17 -1.8 -13.5
DWLD Davis Select Worldwide ETF 0.9 63 -19 7.2 -4.5
FTAG First Trust Indxx Global Agriculture ETF 0.9 70 -26 8.7 -3.0
ESPO VanEck Video Gaming and eSports ETF 0.9 56 -12 3.9 -7.8
ODDS Pacer BlueStar Digital Entertainment ETF 0.9 60 -16 2.4 -9.3
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -15 4.3 -7.4
BUYZ Franklin Disruptive Commerce ETF 0.9 50 -6 2.3 -9.4
LOUP Innovator Deepwater Frontier Tech ETF 0.9 70 -26 1.1 -10.6
SNSR Global X Internet of Things ETF 0.9 68 -24 4.4 -7.3
JGLO JPMorgan Global Select Equity ETF 0.8 33 11 4.9 -6.8
BRAZ Global X Brazil Active ETF 0.8 75 -31 12.6 +0.9
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.8 85 -41 8.8 -2.9
BGIG Bahl & Gaynor Income Growth ETF 0.8 45 -1 5.2 -6.5
ION ProShares S&P Global Core Battery Metals ETF 0.8 58 -14 8.6 -3.1
CRAK VanEck Oil Refiners ETF 0.8 61 -17 13.3 +1.6
BNGE First Trust S-Network Streaming and Gaming ETF 0.8 70 -26 2.6 -9.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.8 75 -31 4.6 -7.1
JGRO JPMorgan Active Growth ETF 0.8 44 0 3.4 -8.4
VIGI Vanguard International Dividend Appreciation ETF 0.8 10 34 6.3 -5.4
IXC iShares Global Energy ETF 0.7 44 0 10.4 -1.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.7 49 -5 6.9 -4.8
CGW Invesco S&P Global Water Index ETF 0.7 57 -13 4.6 -7.1
GMET VanEck Green Metals ETF 0.7 63 -19 7.7 -4.0
PID Invesco International Dividend Achievers ETF 0.7 53 -9 5.5 -6.2
EV Mast Global Battery Recycling & Production ETF 0.7 65 -21 10.6 -1.1
INDF Nifty India Financials ETF 0.7 75 -31 8.8 -3.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.7 39 5 5.8 -5.9
FDD First Trust Stoxx European Select Dividend Index Fund 0.7 58 -14 11.7 -0.0
SLX VanEck Steel ETF 0.7 56 -12 14.2 +2.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.7 45 -1 4.0 -7.7
THD iShares MSCI Thailand ETF 0.7 58 -14 0.0 -11.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.7 39 5 10.3 -1.4
IDRV iShares Self-driving EV & Tech ETF 0.7 47 -3 1.7 -10.0
CTEC Global X CleanTech ETF 0.6 50 -6 -0.2 -11.9
IBAT iShares Energy Storage & Materials ETF 0.6 47 -3 3.2 -8.5
FAN First Trust Global Wind Energy ETF 0.6 60 -16 4.3 -7.4
DMAT Global X Disruptive Materials ETF 0.6 59 -15 6.7 -5.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.6 47 -3 5.8 -6.0
GSFP Goldman Sachs Future Planet Equity ETF 0.6 75 -31 4.9 -6.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -36 10.6 -1.1
FVD First Trust Value Line Dividend Index Fund 0.6 65 -21 6.3 -5.4
DIVI Franklin International Core Dividend Tilt Index ETF 0.6 9 35 7.9 -3.8
SMIN iShares MSCI India Small Cap ETF 0.5 79 -35 4.0 -7.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.5 58 -14 4.4 -7.3
VCLN Virtus Duff & Phelps Clean Energy ETF 0.5 59 -15 4.2 -7.5
INTF iShares International Equity Factor ETF 0.5 15 29 7.5 -4.2
CIBR First Trust NASDAQ Cybersecurity ETF 0.5 60 -16 4.0 -7.7
FPAG FPA Global Equity ETF 0.5 49 -5 5.7 -6.0
FPXI First Trust International Equity Opportunities ETF 0.5 70 -26 4.2 -7.5
IPKW Invesco International BuyBack Achievers ETF 0.5 55 -11 12.9 +1.2
IQSI IQ Candriam International Equity ETF 0.5 15 29 6.5 -5.2
TRFM AAM Transformers ETF 0.5 49 -5 1.2 -10.5
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 35 7.1 -4.6
ARGT Global X MSCI Argentina ETF 0.5 59 -15 5.4 -6.4
SRVR Pacer Data & Infrastructure Real Estate ETF 0.5 55 -11 3.8 -8.0
WTRE WisdomTree New Economy Real Estate Fund 0.5 58 -14 9.0 -2.8
FLEE Franklin FTSE Europe ETF 0.5 9 35 7.2 -4.5
ICLN iShares Global Clean Energy ETF 0.5 41 3 4.6 -7.1
WGMI Valkyrie Bitcoin Miners ETF 0.5 75 -31 -3.5 -15.2
VGK Vanguard FTSE Europe ETF 0.4 6 38 7.4 -4.3
HERO Global X Video Games & Esports ETF 0.4 50 -6 3.8 -7.9
NERD Roundhill Video Games ETF 0.4 50 -6 3.1 -8.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 8 36 6.1 -5.6
SPEU SPDR Portfolio Europe ETF 0.4 7 37 7.3 -4.4
VEGI iShares MSCI Agriculture Producers ETF 0.4 39 5 9.1 -2.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.4 46 -2 5.6 -6.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 24 6.8 -4.9
IVRS iShares Future Metaverse Tech and Communications ETF 0.4 47 -3 2.5 -9.2
IHAK iShares Cybersecurity & Tech ETF 0.4 47 -3 4.1 -7.6
IGF iShares Global Infrastructure ETF 0.3 41 3 4.7 -7.1
GII SPDR S&P Global Infrastructure ETF 0.3 40 4 4.7 -7.0
BKIE BNY Mellon International Equity ETF 0.3 4 40 7.0 -4.7
AVRE Avantis Real Estate ETF 0.3 17 27 7.2 -4.5
DRIV Global X Autonomous & Electric Vehicles ETF 0.3 68 -24 4.5 -7.2
LIT Global X Lithium & Battery Tech ETF 0.3 75 -31 3.8 -7.9
REET iShares Global REIT ETF 0.3 14 30 7.4 -4.3
RCGE RockCreek Global Equality ETF 0.3 95 -51 6.7 -5.0
EPU iShares MSCI Peru and Global Exposure ETF 0.3 59 -15 5.9 -5.9
DFGR Dimensional Global Real Estate ETF 0.3 22 22 7.5 -4.3
COPX Global X Copper Miners ETF 0.3 65 -21 6.2 -5.5
AGMI Themes Silver Miners ETF 0.3 35 9 4.6 -7.1
COPA Themes Copper Miners ETF 0.3 35 9 5.1 -6.7
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -18 3.6 -8.1
CQQQ Invesco China Technology ETF 0.3 70 -26 12.3 +0.6
OGIG ALPS O'Shares Global Internet Giants ETF 0.3 48 -4 1.6 -10.2
SOCL Global X Social Media ETF 0.3 65 -21 9.1 -2.6
IBLC iShares Blockchain and Tech ETF 0.3 47 -3 -2.4 -14.1
URA Global X Uranium ETF 0.3 69 -25 1.3 -10.4
NUKZ Range Nuclear Renaissance Index ETF 0.3 85 -41 1.7 -10.0
ARTY iShares Future AI & Tech ETF 0.3 47 -3 3.2 -8.5
RWO SPDR Dow Jones Global Real Estate ETF 0.3 50 -6 6.9 -4.8
RWX SPDR Dow Jones International Real Estate ETF 0.3 59 -15 6.9 -4.8
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -21 5.4 -6.3
OAIM OneAscent International Equity ETF 0.2 95 -51 5.7 -6.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 5 7.9 -3.8
KOMP SPDR S&P Kensho New Economies Composite ETF 0.2 20 24 2.3 -9.4
ZSB USCF Sustainable Battery Metals Strategy Fund 0.2 61 -17 6.6 -5.1
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 -15 10.3 -1.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.2 39 5 -0.9 -12.6
SMOG VanEck Low Carbon Energy ETF 0.2 61 -17 1.6 -10.1
HART IQ Healthy Hearts ETF 0.2 45 -1 6.8 -4.9
KGRN KraneShares MSCI China Clean Technology Index ETF 0.2 79 -35 0.3 -11.4
FBOT Fidelity Disruptive Automation ETF 0.2 50 -6 3.6 -8.2
AGNG Global X Aging Population ETF 0.1 50 -6 4.8 -6.9
CVAR Cultivar ETF 0.1 87 -43 6.6 -5.1
PBW Invesco WilderHill Clean Energy ETF 0.1 66 -22 -3.0 -14.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.1 58 -14 -2.0 -13.7
REMX VanEck Rare Earth/Strategic Metals ETF 0.1 54 -10 3.3 -8.4
LITP Sprott Lithium Miners ETF 0.1 65 -21 1.6 -10.1
ILIT iShares Lithium Miners and Producers ETF 0.1 47 -3 5.4 -6.3
LIMI Themes Lithium & Battery Metal Miners ETF 0.1 35 9 5.7 -6.0
EXI iShares Global Industrials ETF 0.1 42 2 4.4 -7.3
KXI iShares Global Consumer Staples ETF 0.1 41 3 5.6 -6.1
FYLD Cambria Foreign Shareholder Yield ETF 0.1 59 -15 11.9 +0.2
RFDI First Trust Riverfront Dynamic Developed International ETF 0.1 83 -39 9.4 -2.3
SCHC Schwab International Small-Cap Equity ETF 0.1 11 33 6.6 -5.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -21 7.9 -3.9
GDXJ VanEck Junior Gold Miners ETF 0.1 52 -8 3.9 -7.8
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.1 80 -36 5.0 -6.7
JXI iShares Global Utilities ETF 0.1 43 1 5.5 -6.2
BLLD JPMorgan Sustainable Infrastructure ETF 0.1 49 -5 6.2 -5.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.1 47 -3 5.2 -6.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 2 5.3 -6.4
CUT Invesco MSCI Global Timber ETF 0.1 61 -17 11.2 -0.5
WOOD iShares Global Timber & Forestry ETF 0.1 42 2 13.0 +1.3
DFNL Davis Select Financial ETF 0.1 63 -19 7.7 -4.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 5 6.7 -5.0
BJK VanEck Gaming ETF 0.0 65 -21 4.6 -7.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.0 72 -28 -0.9 -12.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.0 79 -35 4.7 -7.1
EBI Longview Advantage ETF 0.0 35 9 6.5 -5.2

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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:		 Hartford Multifactor Emerging Markets ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.7 %
Divided by: Fwd. P/BV 0.9 x
Less: Expense ratio 44 bp
Equals: ALTAR Score 11.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.52 CATEGORY
AVERAGE		 1.51
 
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.