Janus Henderson International Sustainable Equity ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
SXUS is an actively managed fund that invests in global ex-US stocks screened for sustainability criteria relative to various ESG factors. Holdings must be aligned with four megatrends: population growth, resource constraints, climate change, and aging po |
Category | International Equities |
Fund Sponsor | Janus Henderson |
Website | www.janushenderson.com/en-us/investor/product/sxus-international-sustainable-equity-etf/ |
Inception date | Sep 08, 2021 |
Assets (mns) | $8 |
Currency | USD |
Expense ratio | 60 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Proprietary |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 36 |
Wgt avg mkt cap (mns) | $55,954 |
Large cap (>$10bn) | 70.1% |
Mid cap ($2-10bn) | 21.3% |
Small cap (<$2bn) | 8.6% |
Developed mkts | 95.5% |
Emerging mkts | 4.5% |
INTACT FINANCIAL CORP | 5.6 % |
SCHNEIDER ELECTRIC SA | 5.6 % |
ASML HOLDING NV | 5.2 % |
INFINEON TECHNOLOGIES AG | 5.0 % |
SSE PLC | 4.9 % |
CONSTELLATION SOFTWARE INC | 4.5 % |
AIA GROUP LTD | 4.1 % |
BORALEX INC -CL 'A' | 4.1 % |
ALLIANZ SE-REG | 4.1 % |
MURATA MANUFACTURING CO LTD | 3.8 % | Total | 46.8 % |
---|
![]() |
JAPAN | 24.0 % |
![]() |
CANADA | 16.7 % |
![]() |
GERMANY | 14.1 % |
![]() |
FRANCE | 9.0 % |
![]() |
NETHERLANDS | 8.8 % |
![]() |
BRITAIN | 7.3 % |
![]() |
HONG KONG | 4.0 % |
![]() |
TAIWAN | 2.2 % |
![]() |
INDIA | 2.1 % |
![]() |
ITALY | 2.1 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
4.6% | 0.2% | -- | -- | -13.5% |
versus... | Beta | R-squared |
S&P500 | 1.10 | 78% |
MSCI EAFE | 1.18 | 90% |
MSCI Emg. Mkts. | 1.05 | 72% |
Recent close | $16.74 |
30d moving avg. | $15.25 |
Annualized volatility | 24.4% |
Short interest (ETF) | 0.3% |
Relative strength (RSI) | 46 |
Avg. volume (thou.) | 3 |
Turnover | 0.7% |
Bid/Ask (% of price) | 0.60% |
ADV underlying (mns) | $1,643 |
FINDING ALTERNATIVE FUNDS
Below is a list of 366 potential alternatives to the Janus Henderson International Sustainable Equity ETF ETF based on the alternatives' overlap in portfolio holdings with SXUS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | SXUS | Expense: | 60 bp | ALTAR Score™: | 4.2% |
Ticker | Fund Name |
Overlap1 vs SXUS (%) |
Expense ratio (bp) |
Savings vs SXUS (bp) |
ALTAR Score™ (%) |
ALTAR vs SXUS (%) |
OSEA | Harbor International Compounders ETF | 17.9 | 55 | 5 | 3.6 | -0.6 |
BKIS | BNY Mellon Sustainable International Equity ETF | 16.3 | 70 | -10 | 5.0 | +0.8 |
UMMA | Wahed Dow Jones Islamic World ETF | 15.9 | 65 | -5 | 4.3 | +0.1 |
GSFP | Goldman Sachs Future Planet Equity ETF | 15.3 | 75 | -15 | 4.7 | +0.5 |
OEUR | ALPS O'shares Europe Quality Dividend ETF | 13.8 | 48 | 12 | 5.8 | +1.6 |
SOLR | SmartETFs Sustainable Energy II Fund | 13.0 | 79 | -19 | 5.4 | +1.2 |
FEZ | SPDR EURO STOXX 50 ETF | 12.7 | 29 | 31 | 6.0 | +1.8 |
FICS | First Trust International Developed Capital Strength ETF | 12.6 | 70 | -10 | 6.8 | +2.6 |
TEMP | JPMorgan Climate Change Solutions ETF | 12.5 | 49 | 11 | 5.3 | +1.1 |
JIG | JPMorgan International Growth ETF | 12.3 | 55 | 5 | 4.6 | +0.4 |
FLEU | Franklin FTSE Eurozone ETF | 12.0 | 9 | 51 | 6.9 | +2.7 |
EZU | iShares MSCI Eurozone ETF | 11.9 | 52 | 8 | 6.0 | +1.8 |
CIRC | JPMorgan Sustainable Consumption ETF | 11.9 | 49 | 11 | 5.2 | +1.0 |
BKCI | BNY Mellon Concentrated International ETF | 11.8 | 80 | -20 | 6.0 | +1.8 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 11.2 | 45 | 15 | 6.2 | +2.0 |
JIRE | JPMorgan International Research Enhanced Equity ETF | 10.7 | 24 | 36 | 6.4 | +2.2 |
CGGO | Capital Group Global Growth Equity ETF | 10.4 | 47 | 13 | 4.0 | -0.2 |
FLGR | Franklin FTSE Germany ETF | 9.9 | 9 | 51 | 6.6 | +2.4 |
OCEN | IQ Clean Oceans ETF | 9.9 | 45 | 15 | 5.6 | +1.4 |
DBGR | Xtrackers MSCI Germany Hedged Equity ETF | 9.7 | 45 | 15 | 6.2 | +2.0 |
EWG | iShares MSCI Germany ETF | 9.7 | 50 | 10 | 6.0 | +1.8 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde | 9.5 | 58 | 2 | 4.9 | +0.7 |
HEDJ | WisdomTree Europe Hedged Equity Fund | 9.4 | 58 | 2 | 9.1 | +4.9 |
BKES | BNY Mellon Sustainable Global Emerging Markets ETF | 9.4 | 75 | -15 | 3.9 | -0.4 |
EFG | iShares MSCI EAFE Growth ETF | 9.3 | 35 | 25 | 4.1 | -0.1 |
DAX | Global X DAX Germany ETF | 9.0 | 21 | 39 | 6.5 | +2.3 |
EWN | iShares MSCI Netherlands ETF | 8.8 | 50 | 10 | 4.5 | +0.3 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 8.6 | 14 | 46 | 6.0 | +1.8 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 8.5 | 12 | 48 | 5.5 | +1.3 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 8.4 | 20 | 40 | 6.6 | +2.4 |
IQM | Franklin Intelligent Machines ETF | 8.1 | 50 | 10 | 3.3 | -0.9 |
VIGI | Vanguard International Dividend Appreciation ETF | 8.1 | 15 | 45 | 5.4 | +1.2 |
CGXU | Capital Group International Focus Equity ETF | 7.9 | 54 | 6 | 4.1 | -0.2 |
CLNR | IQ Cleaner Transport ETF | 7.8 | 45 | 15 | 6.4 | +2.2 |
NTZG | Nuveen Global Net Zero Transition ETF | 7.8 | 55 | 5 | 5.1 | +0.9 |
ENRG | SoFi Smart Energy ETF | 7.6 | 59 | 1 | -2.5 | -6.7 |
IQLT | iShares Edge MSCI Intl Quality Factor ETF | 7.6 | 30 | 30 | 5.7 | +1.5 |
DIVI | Franklin International Core Dividend Tilt Index ETF | 7.6 | 9 | 51 | 8.1 | +3.9 |
BKIE | BNY Mellon International Equity ETF | 7.5 | 4 | 56 | 6.6 | +2.4 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 7.3 | 31 | 29 | 6.2 | +2.0 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 7.3 | 46 | 14 | 6.5 | +2.3 |
EFAD | ProShares MSCI EAFE Dividend Growers ETF | 7.2 | 50 | 10 | 5.2 | +1.0 |
DINT | Davis Select International ETF | 7.1 | 64 | -4 | 5.6 | +1.4 |
BBEU | JPMorgan BetaBuilders Europe ETF | 7.1 | 9 | 51 | 6.6 | +2.4 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 7.1 | 36 | 24 | 6.4 | +2.2 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 7.0 | 20 | 40 | 6.4 | +2.2 |
DSTX | Distillate International Fundamental Stability & Value ETF | 7.0 | 39 | 21 | 7.9 | +3.7 |
IQSI | IQ Candriam ESG International Equity ETF | 7.0 | 15 | 45 | 6.4 | +2.2 |
FLEE | Franklin FTSE Europe ETF | 6.9 | 9 | 51 | 6.7 | +2.5 |
IDHQ | Invesco S&P International Developed Quality ETF | 6.9 | 29 | 31 | 6.5 | +2.3 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 6.8 | 20 | 40 | 5.9 | +1.7 |
FAN | First Trust Global Wind Energy ETF | 6.8 | 60 | 0 | 6.6 | +2.4 |
IQDG | WisdomTree International Quality Dividend Growth Fund | 6.8 | 42 | 18 | 5.5 | +1.3 |
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 6.8 | 58 | 2 | 5.5 | +1.3 |
TINY | ProShares Nanotechnology ETF | 6.7 | 58 | 2 | 2.4 | -1.8 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 6.7 | 75 | -15 | 7.1 | +2.9 |
EWQ | iShares MSCI France ETF | 6.7 | 53 | 7 | 5.3 | +1.1 |
TTAI | TrimTabs All Cap International Free-Cash-Flow ETF | 6.6 | 59 | 1 | 7.0 | +2.8 |
IEV | iShares Europe ETF | 6.6 | 67 | -7 | 6.1 | +1.9 |
HFXI | IQ 50 Percent Hedged FTSE International ETF | 6.5 | 20 | 40 | 6.7 | +2.5 |
EUDV | ProShares MSCI Europe Dividend Growers ETF | 6.4 | 55 | 5 | 5.2 | +1.0 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 6.4 | 25 | 35 | 7.3 | +3.1 |
SCHF | Schwab International Equity ETF | 6.4 | 6 | 54 | 6.8 | +2.6 |
CWI | SPDR MSCI ACWI ex-US ETF | 6.2 | 30 | 30 | 6.4 | +2.2 |
DIVS | SmartETFs Dividend Builder ETF | 6.0 | 65 | -5 | 5.1 | +0.9 |
FDD | First Trust Stoxx European Select Dividend Index Fund | 5.9 | 58 | 2 | 11.3 | +7.1 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 5.9 | 47 | 13 | 9.7 | +5.5 |
JHMD | John Hancock Multifactor Developed International ETF | 5.9 | 39 | 21 | 6.9 | +2.7 |
IEUR | iShares Core MSCI Europe ETF | 5.8 | 9 | 51 | 6.6 | +2.4 |
VGK | Vanguard FTSE Europe ETF | 5.7 | 11 | 49 | 6.7 | +2.5 |
EWJ | iShares MSCI Japan ETF | 5.7 | 50 | 10 | 6.0 | +1.8 |
SPEU | SPDR Portfolio Europe ETF | 5.6 | 7 | 53 | 6.6 | +2.4 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 5.6 | 45 | 15 | 5.9 | +1.7 |
DBJP | Xtrackers MSCI Japan Hedged Equity ETF | 5.6 | 47 | 13 | 6.2 | +2.0 |
MOTO | SmartETFs Smart Transportation & Technology ETF | 5.6 | 68 | -8 | 6.9 | +2.7 |
MEM | Matthews Emerging Markets Equity Active ETF | 5.6 | 79 | -19 | 5.6 | +1.4 |
WNDY | Global X Wind Energy ETF | 5.6 | 50 | 10 | 5.1 | +0.9 |
RFEU | First Trust Riverfront Dynamic Europe ETF | 5.5 | 83 | -23 | 8.8 | +4.6 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 5.5 | 25 | 35 | 7.3 | +3.1 |
BBJP | JPMorgan BetaBuilders Japan ETF | 5.5 | 19 | 41 | 6.3 | +2.1 |
IGRO | iShares International Dividend Growth ETF | 5.5 | 15 | 45 | 7.6 | +3.4 |
JPXN | iShares JPX-Nikkei 400 ETF | 5.4 | 48 | 12 | 6.8 | +2.6 |
PIZ | Invesco DWA Developed Markets Momentum ETF | 5.4 | 80 | -20 | 5.5 | +1.3 |
UPWD | JPMorgan Social Advancement ETF | 5.3 | 49 | 11 | 4.8 | +0.6 |
SCHY | Schwab International Dividend Equity ETF | 5.3 | 14 | 46 | 8.2 | +4.0 |
DNL | WisdomTree Global ex-US Quality Dividend Growth Fund | 5.3 | 42 | 18 | 6.8 | +2.6 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 5.3 | 47 | 13 | 5.9 | +1.7 |
DOL | WisdomTree International LargeCap Dividend Fund | 5.2 | 48 | 12 | 7.4 | +3.2 |
RESD | WisdomTree International ESG Fund | 5.2 | 30 | 30 | 6.3 | +2.1 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 5.2 | 65 | -5 | 8.4 | +4.2 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 5.2 | 41 | 19 | 6.6 | +2.4 |
IPAC | iShares Core MSCI Pacific ETF | 5.2 | 9 | 51 | 6.1 | +1.9 |
MDEV | First Trust Indxx Medical Devices ETF | 5.1 | 70 | -10 | 4.1 | -0.1 |
ESGD | iShares MSCI EAFE ESG Optimized ETF | 5.1 | 20 | 40 | 6.2 | +2.0 |
FLCA | Franklin FTSE Canada ETF | 5.1 | 9 | 51 | 7.2 | +3.0 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 5.0 | 3 | 57 | 6.5 | +2.3 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 5.0 | 70 | -10 | 4.6 | +0.4 |
QEFA | SPDR MSCI EAFE Quality Mix ETF | 5.0 | 30 | 30 | 6.5 | +2.3 |
IMTM | iShares Edge MSCI Intl Momentum Factor ETF | 4.9 | 30 | 30 | 5.5 | +1.3 |
IDAT | iShares Cloud 5G and Tech ETF | 4.9 | 47 | 13 | 5.1 | +0.9 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 4.9 | 39 | 21 | 5.1 | +0.9 |
CEFA | Global X S&P Catholic Values Developed ex-U.S. ETF | 4.9 | 35 | 25 | 6.0 | +1.8 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 4.8 | 75 | -15 | 3.6 | -0.6 |
FLJP | Franklin FTSE Japan ETF | 4.8 | 9 | 51 | 6.4 | +2.2 |
FLJH | Franklin FTSE Japan Hedged ETF | 4.8 | 9 | 51 | 6.5 | +2.3 |
INTF | iShares Edge MSCI Multifactor Intl ETF | 4.8 | 15 | 45 | 7.7 | +3.5 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 4.8 | 45 | 15 | 1.1 | -3.1 |
EFA | iShares MSCI EAFE ETF | 4.7 | 32 | 28 | 6.3 | +2.1 |
GSJY | Goldman Sachs ActiveBeta Japan Equity ETF | 4.7 | 25 | 35 | 6.7 | +2.5 |
EWC | iShares MSCI Canada ETF | 4.6 | 50 | 10 | 6.8 | +2.6 |
EPP | iShares MSCI Pacific ex-Japan ETF | 4.6 | 47 | 13 | 5.1 | +0.9 |
BBAX | JPMorgan BetaBuilders Developed Asia ex-Japan ETF | 4.6 | 19 | 41 | 5.5 | +1.3 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 4.5 | 49 | 11 | 6.4 | +2.2 |
BBCA | JPMorgan BetaBuilders Canada ETF | 4.5 | 19 | 41 | 7.0 | +2.8 |
ARVR | First Trust Indxx Metaverse ETF | 4.5 | 70 | -10 | 2.1 | -2.1 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 4.5 | 58 | 2 | 5.9 | +1.7 |
ACES | ALPS Clean Energy ETF | 4.4 | 55 | 5 | -4.4 | -8.6 |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 4.4 | 40 | 20 | 8.0 | +3.8 |
VPL | Vanguard FTSE Pacific ETF | 4.4 | 8 | 52 | 6.4 | +2.2 |
FIDI | Fidelity International High Dividend ETF | 4.4 | 39 | 21 | 9.2 | +5.0 |
TMFG | Motley Fool Global Opportunities ETF | 4.3 | 85 | -25 | 3.4 | -0.8 |
EMC | Global X Emerging Markets Great Consumer ETF | 4.3 | 75 | -15 | 4.2 | +0.0 |
EMM | Global X Emerging Markets ETF | 4.3 | 75 | -15 | 3.2 | -1.0 |
DWM | WisdomTree International Equity Fund | 4.2 | 48 | 12 | 7.7 | +3.5 |
BECO | BlackRock Future Climate and Sustainable Economy ETF | 4.2 | 70 | -10 | 18.9 | +14.7 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 4.2 | 39 | 21 | 7.5 | +3.3 |
EWH | iShares MSCI Hong Kong ETF | 4.1 | 50 | 10 | 6.6 | +2.4 |
AIA | iShares Asia 50 ETF | 4.1 | 50 | 10 | 6.4 | +2.2 |
FLHK | Franklin FTSE Hong Kong ETF | 4.1 | 9 | 51 | 6.8 | +2.6 |
FDEV | Fidelity Targeted International Factor ETF | 4.1 | 39 | 21 | 7.0 | +2.8 |
EUFN | iShares MSCI Europe Financials ETF | 4.1 | 48 | 12 | 7.6 | +3.4 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF | 4.1 | 9 | 51 | 8.9 | +4.7 |
IXN | iShares Global Tech ETF | 4.0 | 41 | 19 | 4.6 | +0.4 |
FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 4.0 | 39 | 21 | -0.1 | -4.3 |
DWCR | Arrow DWA Country Rotation ETF | 3.9 | 113 | -53 | 6.0 | +1.8 |
CIL | VictoryShares International Volatility Weighted Index ETF | 3.8 | 45 | 15 | 6.6 | +2.4 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility Id | 3.8 | 32 | 28 | 6.5 | +2.3 |
KOCG | FIS Knights of Columbus Global Belief ETF | 3.8 | 75 | -15 | 5.2 | +1.0 |
IQDE | FlexShares International Quality Dividend Defensive Index ET | 3.8 | 47 | 13 | 9.9 | +5.7 |
WWJD | Inspire International ESG ETF | 3.7 | 80 | -20 | 6.8 | +2.6 |
TOLL | Tema Monopolies and Oligopolies ETF | 3.7 | 75 | -15 | 3.8 | -0.4 |
TPIF | Timothy Plan International ETF | 3.7 | 62 | -2 | 6.5 | +2.3 |
IDEV | iShares Core MSCI International Developed Markets ETF | 3.7 | 4 | 56 | 6.6 | +2.4 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 3.6 | 32 | 28 | 6.6 | +2.4 |
QINT | American Century Quality Diversified International ETF | 3.6 | 39 | 21 | 7.8 | +3.6 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 3.6 | 8 | 52 | 4.8 | +0.6 |
IEFA | iShares Core MSCI EAFE ETF | 3.6 | 7 | 53 | 6.5 | +2.3 |
FRNW | Fidelity Clean Energy ETF | 3.5 | 39 | 21 | 4.5 | +0.3 |
IDMO | Invesco S&P International Developed Momentum ETF | 3.5 | 25 | 35 | 7.0 | +2.8 |
IQDF | FlexShares International Quality Dividend Index Fund | 3.5 | 47 | 13 | 10.2 | +6.0 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 3.4 | 59 | 1 | 3.8 | -0.5 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 3.4 | 39 | 21 | 7.2 | +3.0 |
BNE | Blue Horizon BNE ETF | 3.4 | 87 | -27 | 4.2 | -0.0 |
DXJ | WisdomTree Japan Hedged Equity Fund | 3.4 | 48 | 12 | 8.2 | +4.0 |
DTEC | ALPS Disruptive Technologies ETF | 3.4 | 50 | 10 | 3.7 | -0.5 |
VEA | Vanguard FTSE Developed Markets ETF | 3.4 | 5 | 55 | 6.7 | +2.5 |
JSTC | Adasina Social Justice All Cap Global ETF | 3.4 | 89 | -29 | 4.6 | +0.4 |
SNSR | Global X Internet of Things Thematic ETF | 3.3 | 68 | -8 | 4.2 | -0.1 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 3.2 | 29 | 31 | 8.4 | +4.2 |
VSGX | Vanguard ESG International Stock ETF | 3.2 | 12 | 48 | 4.0 | -0.2 |
FKU | First Trust United Kingdom AlphaDEX Fund | 3.1 | 80 | -20 | 7.7 | +3.5 |
VR | Global X Metaverse ETF | 3.1 | 50 | 10 | 3.1 | -1.1 |
GDVD | R3 Global Dividend Growth ETF | 3.1 | 88 | -28 | 6.0 | +1.8 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 3.0 | 25 | 35 | 8.3 | +4.1 |
APIE | ActivePassive International Equity ETF | 3.0 | 45 | 15 | 8.1 | +3.9 |
FGM | First Trust Germany AlphaDEX Fund | 3.0 | 80 | -20 | 9.4 | +5.2 |
ROBO | Robo Global Robotics & Automation Index ETF | 3.0 | 95 | -35 | 3.2 | -1.0 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 3.0 | 83 | -23 | 8.8 | +4.6 |
LOUP | Innovator Loup Frontier Tech ETF | 3.0 | 70 | -10 | 2.1 | -2.2 |
BTEK | BlackRock Future Tech ETF | 2.9 | 88 | -28 | 1.8 | -2.4 |
BFIT | Global X Health & Wellness ETF | 2.9 | 50 | 10 | 5.6 | +1.4 |
GAMR | ETFMG Video Game Tech ETF | 2.9 | 75 | -15 | 5.2 | +1.0 |
EXI | iShares Global Industrials ETF | 2.9 | 42 | 18 | 5.0 | +0.8 |
METV | Roundhill Ball Metaverse ETF | 2.9 | 59 | 1 | 3.9 | -0.3 |
MINV | Matthews Asia Innovators Active ETF | 2.9 | 79 | -19 | 0.8 | -3.4 |
DIHP | Dimensional International High Profitability ETF | 2.9 | 29 | 31 | 6.7 | +2.5 |
DFSI | Dimensional International Sustainability Core 1 ETF | 2.8 | 24 | 36 | 6.1 | +1.9 |
IXUS | ishares Core MSCI Total International Stock ETF | 2.8 | 7 | 53 | 6.8 | +2.6 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 2.8 | 42 | 18 | 5.4 | +1.2 |
DFAI | Dimensional International Core Equity Market ETF | 2.8 | 18 | 42 | 6.6 | +2.4 |
VXUS | Vanguard Total International Stock ETF | 2.8 | 7 | 53 | 4.9 | +0.7 |
QTUM | Defiance Quantum ETF | 2.7 | 40 | 20 | 4.3 | +0.1 |
IXG | iShares Global Financials ETF | 2.7 | 42 | 18 | 6.9 | +2.7 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 2.6 | 80 | -20 | 5.5 | +1.3 |
KDIV | KraneShares S&P Pan Asia Dividend Aristocrats Index ETF | 2.6 | 68 | -8 | 7.1 | +2.9 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 2.6 | 45 | 15 | 7.6 | +3.4 |
IQIN | IQ 500 International ETF | 2.5 | 25 | 35 | 7.9 | +3.7 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 2.5 | 20 | 40 | 10.4 | +6.2 |
CUT | Invesco MSCI Global Timber ETF | 2.5 | 61 | -1 | 8.8 | +4.6 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.4 | 12 | 48 | 5.4 | +1.2 |
JPIN | JPMorgan Diversified Return International Equity ETF | 2.4 | 37 | 23 | 8.2 | +4.0 |
DWLD | Davis Select Worldwide ETF | 2.4 | 62 | -2 | 6.9 | +2.7 |
HART | IQ Healthy Hearts ETF | 2.4 | 45 | 15 | 5.7 | +1.5 |
NXTG | First Trust Indxx NextG ETF | 2.4 | 87 | -27 | 5.5 | +1.3 |
INNO | Harbor Disruptive Innovation ETF | 2.4 | 75 | -15 | -6.0 | -10.2 |
AVDE | Avantis International Equity ETF | 2.3 | 23 | 37 | 7.7 | +3.5 |
VWID | Virtus WMC International Dividend ETF | 2.3 | 49 | 11 | 9.2 | +5.0 |
AVEM | Avantis Emerging Markets Equity ETF | 2.3 | 33 | 27 | 8.6 | +4.4 |
JXI | iShares Global Utilities ETF | 2.3 | 43 | 17 | 6.8 | +2.6 |
BULD | Pacer BlueStar Engineering the Future ETF | 2.3 | 60 | 0 | -0.6 | -4.8 |
IBOT | Vaneck Robotics ETF | 2.3 | 47 | 13 | 3.4 | -0.8 |
BOTZ | Global X Robotics & Artificial Intelligence ETF | 2.3 | 69 | -9 | 2.1 | -2.1 |
IGPT | Invesco AI and Next Gen Software ETF | 2.3 | 56 | 4 | 4.7 | +0.5 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 2.3 | 9 | 51 | 5.7 | +1.5 |
XNTK | SPDR NYSE Technology ETF | 2.3 | 35 | 25 | 4.1 | -0.1 |
CGRO | CoreValues Alpha Greater China Growth ETF | 2.3 | 75 | -15 | 3.0 | -1.2 |
ADIV | SmartETFs Asia Pacific Dividend Builder ETF | 2.3 | 78 | -18 | 8.8 | +4.6 |
WUGI | AXS Esoterica NextG Economy ETF | 2.3 | 75 | -15 | 3.1 | -1.1 |
AOTG | AOT Growth and Innovation ETF | 2.3 | 75 | -15 | 3.7 | -0.5 |
FRDM | Freedom 100 Emerging Markets ETF | 2.3 | 49 | 11 | 7.5 | +3.3 |
SOXQ | Invesco PHLX Semiconductor ETF | 2.3 | 19 | 41 | 6.6 | +2.4 |
SMH | VanEck Semiconductor ETF | 2.3 | 35 | 25 | 5.3 | +1.1 |
SOXX | iShares PHLX Semiconductor ETF | 2.3 | 35 | 25 | 6.6 | +2.4 |
GMF | SPDR S&P Emerging Asia Pacific ETF | 2.3 | 49 | 11 | 6.4 | +2.2 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 2.2 | 65 | -5 | 2.4 | -1.8 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 2.2 | 45 | 15 | 4.1 | -0.1 |
DTH | WisdomTree International High Dividend Fund | 2.2 | 58 | 2 | 9.4 | +5.2 |
DWX | SPDR S&P International Dividend ETF | 2.2 | 45 | 15 | 6.8 | +2.6 |
ESPO | VanEck Video Gaming & eSports ETF | 2.2 | 56 | 4 | 3.8 | -0.4 |
HERO | Global X Video Games & Esports ETF | 2.2 | 50 | 10 | 5.4 | +1.2 |
GGME | Invesco Next Gen Media and Gaming ETF | 2.2 | 63 | -3 | 4.1 | -0.1 |
FMET | Fidelity Metaverse ETF | 2.2 | 39 | 21 | 4.2 | -0.1 |
IVRS | iShares Future Metaverse Tech and Communications ETF | 2.2 | 47 | 13 | 4.4 | +0.2 |
NERD | Roundhill BITKRAFT Esports & Digital Entertainment ETF | 2.2 | 50 | 10 | 7.4 | +3.2 |
BNGE | First Trust S-Network Streaming and Gaming ETF | 2.2 | 70 | -10 | -0.4 | -4.6 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 2.2 | 60 | 0 | 2.0 | -2.3 |
IOO | iShares Global 100 ETF | 2.2 | 41 | 19 | 4.8 | +0.6 |
DEEF | Xtrackers FTSE Developed ex US Comprehensive Factor ETF | 2.2 | 24 | 36 | 8.2 | +4.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 2.2 | 9 | 51 | 5.7 | +1.5 |
AVIV | Avantis International Large Cap Value ETF | 2.1 | 25 | 35 | 8.5 | +4.3 |
QWLD | SPDR MSCI World StrategicFactors ETF | 2.1 | 30 | 30 | 6.1 | +1.9 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 2.1 | 25 | 35 | 6.0 | +1.8 |
NDIA | Global X India Active ETF | 2.1 | 75 | -15 | 5.6 | +1.4 |
WRND | IQ Global Equity R&D Leaders ETF | 2.1 | 18 | 42 | 7.2 | +3.0 |
EWI | iShares MSCI Italy ETF | 2.0 | 50 | 10 | 8.6 | +4.4 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.0 | 52 | 8 | 6.2 | +2.0 |
IMOM | Alpha Architect International Quantitative Momentum ETF | 2.0 | 49 | 11 | 5.8 | +1.6 |
ARKQ | Ark Autonomous Tech. & Robotics ETF | 2.0 | 75 | -15 | 1.6 | -2.6 |
XCEM | Columbia EM Core ex-China ETF | 1.9 | 16 | 44 | -26.6 | -30.8 |
BLES | Inspire Global Hope Large Cap ETF | 1.9 | 61 | -1 | 6.4 | +2.2 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 1.9 | 69 | -9 | 6.0 | +1.8 |
ENZL | iShares MSCI New Zealand Capped ETF | 1.8 | 50 | 10 | 3.8 | -0.4 |
FDHT | Fidelity Digital Health ETF | 1.8 | 39 | 21 | -3.5 | -7.7 |
DFIC | Dimensional International Core Equity 2 ETF | 1.8 | 23 | 37 | 7.1 | +2.9 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.8 | 20 | 40 | 5.8 | +1.6 |
WKLY | SoFi Weekly Dividend ETF | 1.8 | 49 | 11 | 7.7 | +3.5 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 1.8 | 50 | 10 | 3.2 | -1.0 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 1.8 | 48 | 12 | 5.1 | +0.9 |
JEMA | JPMorgan Emerging Markets Equity Core ETF | 1.7 | 33 | 27 | 7.1 | +2.9 |
BLOK | Amplify Transformational Data Sharing ETF | 1.7 | 75 | -15 | -0.8 | -5.0 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 1.7 | 19 | 41 | 6.9 | +2.7 |
AIQ | Global X Future Analytics Tech ETF | 1.7 | 68 | -8 | 4.0 | -0.2 |
TRFK | Pacer Data and Digital Revolution ETF | 1.7 | 60 | 0 | 4.5 | +0.3 |
URTH | iShares MSCI World ETF | 1.7 | 24 | 36 | 5.5 | +1.3 |
CGGR | Capital Group Growth ETF | 1.6 | 39 | 21 | 3.7 | -0.5 |
RODE | Hartford Multifactor Diversified International ETF | 1.6 | 29 | 31 | 11.2 | +7.0 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 1.6 | 68 | -8 | 3.0 | -1.2 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 1.6 | 68 | -8 | 4.5 | +0.3 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 1.6 | 61 | -1 | -2.2 | -6.4 |
ESGN | Columbia Sustainable International Equity Income ETF | 1.6 | 45 | 15 | 8.2 | +4.0 |
BWEB | Bitwise Web3 ETF | 1.6 | 85 | -25 | 1.6 | -2.6 |
IXP | iShares Global Comm Services ETF | 1.6 | 42 | 18 | 5.5 | +1.3 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 1.6 | 30 | 30 | 7.5 | +3.3 |
CGUS | Capital Group Core Equity ETF | 1.5 | 33 | 27 | 5.2 | +1.0 |
ACWI | iShares MSCI ACWI ETF | 1.5 | 32 | 28 | 5.6 | +1.4 |
ANEW | ProShares MSCI Transformational Changes ETF | 1.5 | 45 | 15 | 4.8 | +0.6 |
TOK | iShares MSCI Kokusai ETF | 1.4 | 25 | 35 | 5.4 | +1.2 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 1.4 | 80 | -20 | 5.5 | +1.3 |
EWUS | iShares MSCI United Kingdom Small Cap ETF | 1.4 | 59 | 1 | 7.6 | +3.4 |
FEP | First Trust Europe AlphaDEX Fund | 1.4 | 80 | -20 | 8.1 | +3.9 |
WGMI | Valkyrie Bitcoin Miners ETF | 1.4 | 75 | -15 | -124.7 | -128.9 |
ISZE | iShares Edge MSCI Intl Size Factor ETF | 1.4 | 30 | 30 | 6.5 | +2.3 |
VT | Vanguard Total World Stock ETF | 1.4 | 7 | 53 | 5.1 | +0.9 |
PRAY | FIS Biblically Responsible Risk Managed ETF | 1.4 | 69 | -9 | 6.1 | +1.9 |
DGT | SPDR Global Dow ETF | 1.4 | 50 | 10 | 6.4 | +2.2 |
KLDW | Gavekal Knowledge Leaders Developed World ETF | 1.3 | 75 | -15 | 5.0 | +0.8 |
FID | First Trust S&P International Dividend Aristocrats ETF | 1.3 | 60 | 0 | 9.5 | +5.3 |
FPAG | FPA Global Equity ETF | 1.3 | 49 | 11 | 5.4 | +1.2 |
XT | iShares Exponential Technologies ETF | 1.3 | 46 | 14 | 3.5 | -0.7 |
FIVA | Fidelity International Value Factor ETF | 1.3 | 39 | 21 | 9.4 | +5.2 |
ECLN | First Trust EIP Carbon Impact ETF | 1.3 | 96 | -36 | 5.3 | +1.1 |
HTEC | ROBO Global Healthcare Technology & Innovation ETF | 1.2 | 68 | -8 | 1.6 | -2.6 |
CANC | Tema Oncology ETF | 1.2 | 75 | -15 | -4.4 | -8.6 |
KARS | KraneShares Electric Vehicles & Future Mobility Index ETF | 1.2 | 72 | -12 | 2.5 | -1.7 |
FLGB | Franklin FTSE United Kingdom ETF | 1.2 | 9 | 51 | 8.2 | +4.0 |
CIZ | VictoryShares Developed Enhanced Volatility Weighted Index E | 1.2 | 51 | 9 | 7.0 | +2.8 |
EFV | iShares MSCI EAFE Value ETF | 1.1 | 35 | 25 | 8.3 | +4.1 |
TRFM | AAM Transformers ETF | 1.1 | 49 | 11 | 1.4 | -2.8 |
NETZ | Engine No 1 Transform Climate ETF | 1.1 | 75 | -15 | 3.8 | -0.4 |
DIM | WisdomTree International MidCap Dividend Fund | 1.1 | 58 | 2 | 8.4 | +4.2 |
WDIV | SPDR Global Dividend ETF | 1.1 | 40 | 20 | 9.7 | +5.5 |
EWU | iShares MSCI United Kingdom ETF | 1.0 | 50 | 10 | 7.8 | +3.6 |
DWMF | WisdomTree International Multifactor Fund | 1.0 | 38 | 22 | 7.1 | +2.9 |
RSHO | Tema American Reshoring ETF | 1.0 | 75 | -15 | 3.1 | -1.1 |
JHID | John Hancock International High Dividend ETF | 1.0 | 46 | 14 | 11.0 | +6.8 |
MOTI | VanEck Morningstar International Moat ETF | 1.0 | 58 | 2 | 6.9 | +2.7 |
PBD | Invesco Global Clean Energy ETF | 1.0 | 75 | -15 | -1.6 | -5.8 |
VYMI | Vanguard International High Dividend Yield ETF | 0.9 | 22 | 38 | 9.3 | +5.1 |
SANE | Subversive Mental Health ETF | 0.9 | 75 | -15 | 4.3 | +0.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.9 | 25 | 35 | 6.2 | +2.0 |
SATO | Invesco Alerian Galaxy Crypto Economy ETF | 0.9 | 61 | -1 | -23.4 | -27.6 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 0.9 | 70 | -10 | 4.3 | +0.1 |
AGNG | Global X Aging Population ETF | 0.9 | 50 | 10 | 4.0 | -0.3 |
BMED | BlackRock Future Health ETF | 0.9 | 85 | -25 | 0.7 | -3.5 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 0.9 | 75 | -15 | 3.1 | -1.1 |
SAGP | Strategas Global Policy Opportunities ETF | 0.9 | 65 | -5 | 4.6 | +0.4 |
SYNB | Putnam BioRevolution ETF | 0.9 | 70 | -10 | 2.8 | -1.4 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.8 | 47 | 13 | 5.6 | +1.4 |
GNR | SPDR S&P Global Natural Resources ETF | 0.8 | 40 | 20 | 8.9 | +4.7 |
VWO | Vanguard FTSE Emerging Markets ETF | 0.8 | 8 | 52 | -0.6 | -4.8 |
RNRG | Global X Renewable Energy Producers ETF | 0.8 | 66 | -6 | 4.8 | +0.6 |
ICLN | iShares Global Clean Energy ETF | 0.7 | 41 | 19 | 4.2 | +0.0 |
MVPS | Amplify Thematic All-Stars ETF | 0.7 | 49 | 11 | 2.0 | -2.2 |
ECNS | iShares MSCI China Small-Cap ETF | 0.7 | 58 | 2 | 10.2 | +6.0 |
GLOF | iShares Global Equity Factor ETF | 0.7 | 20 | 40 | 7.2 | +3.0 |
DEW | WisdomTree Global High Dividend Fund | 0.7 | 58 | 2 | 9.2 | +5.0 |
FEUZ | First Trust Eurozone AlphaDEX ETF | 0.7 | 80 | -20 | 7.4 | +3.2 |
SMOG | VanEck Low Carbon Energy ETF | 0.6 | 61 | -1 | 3.0 | -1.2 |
SCJ | iShares MSCI Japan Small-Cap ETF | 0.6 | 50 | 10 | 5.7 | +1.5 |
FVD | First Trust Value Line Dividend Index Fund | 0.6 | 65 | -5 | 6.2 | +2.0 |
FMIL | Fidelity New Millennium ETF | 0.6 | 59 | 1 | 4.4 | +0.2 |
ROAM | Hartford Multifactor Emerging Markets ETF | 0.6 | 44 | 16 | 11.7 | +7.5 |
GLIF | AGFiQ Global Infrastructure ETF | 0.6 | 45 | 15 | 5.2 | +1.0 |
IDV | iShares International Select Dividend ETF | 0.6 | 51 | 9 | 14.2 | +10.0 |
FBCG | Fidelity Blue Chip Growth ETF | 0.5 | 59 | 1 | 2.4 | -1.8 |
IXJ | iShares Global Healthcare ETF | 0.5 | 42 | 18 | 6.8 | +2.6 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 0.5 | 45 | 15 | 0.7 | -3.5 |
UIVM | VictoryShares USAA MSCI International Value Momentum ETF | 0.5 | 35 | 25 | 9.8 | +5.6 |
RFEM | First Trust Riverfront Dynamic Emerging Markets ETF | 0.4 | 95 | -35 | 11.0 | +6.8 |
IEUS | iShares MSCI Europe Small-Cap ETF | 0.4 | 40 | 20 | 6.3 | +2.1 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.4 | 20 | 40 | 6.6 | +2.4 |
EFAV | iShares Edge MSCI Min Vol EAFE ETF | 0.4 | 20 | 40 | 5.6 | +1.4 |
HAP | VanEck Natural Resources ETF | 0.4 | 50 | 10 | 8.1 | +3.9 |
WLDR | Affinity World Leaders Equity ETF | 0.4 | 67 | -7 | 8.7 | +4.5 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 0.4 | 56 | 4 | 13.9 | +9.7 |
EELV | Invesco S&P Emerging Markets Low Volatility ETF | 0.4 | 29 | 31 | 8.7 | +4.5 |
SCHC | Schwab International Small-Cap Equity ETF | 0.3 | 11 | 49 | 6.2 | +2.0 |
RXI | iShares Global Consumer Discretionary ETF | 0.3 | 41 | 19 | 5.5 | +1.3 |
IVLU | iShares Edge MSCI Intl Value Factor ETF | 0.3 | 30 | 30 | 10.0 | +5.8 |
CRIT | Optica Rare Earths & Critical Materials ETF Optica Rare Eart | 0.3 | 85 | -25 | 7.8 | +3.6 |
FDT | First Trust Developed Markets ex-US Alphadex Fund | 0.3 | 80 | -20 | 9.6 | +5.4 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.3 | 56 | 4 | 3.8 | -0.4 |
DFIS | Dimensional International Small Cap ETF | 0.3 | 39 | 21 | 6.6 | +2.4 |
DFJ | WisdomTree Japan SmallCap Dividend Fund | 0.3 | 58 | 2 | 7.0 | +2.8 |
ARKW | ARK Web x.0 ETF | 0.2 | 88 | -28 | -4.4 | -8.6 |
MXI | iShares Global Materials ETF | 0.2 | 41 | 19 | 6.5 | +2.3 |
CRPT | First Trust SkyBridge Crypto Industry and Digital Economy ET | 0.2 | 85 | -25 | -11.1 | -15.3 |
DXJS | WisdomTree Japan Hedged SmallCap Equity Fund | 0.2 | 58 | 2 | 7.1 | +2.9 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 0.2 | 39 | 21 | 6.0 | +1.8 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.2 | 7 | 53 | 6.5 | +2.3 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 0.2 | 39 | 21 | 6.2 | +2.0 |
IMFL | Invesco International Developed Dynamic Multifactor ETF | 0.1 | 34 | 26 | 10.0 | +5.8 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.1 | 49 | 11 | 5.4 | +1.2 |
DLS | WisdomTree International SmallCap Dividend Fund | 0.1 | 58 | 2 | 9.2 | +5.0 |
DFIV | Dimensional International Value ETF | 0.1 | 27 | 33 | 9.4 | +5.2 |
ISCF | iShares Edge MSCI Multifactor Intl Small-Cap ETF | 0.1 | 23 | 37 | 8.4 | +4.2 |
DISV | Dimensional International Small Cap Value ETF | 0.1 | 42 | 18 | 9.4 | +5.2 |
GWX | SPDR S&P International Small Cap ETF | 0.1 | 40 | 20 | 5.6 | +1.4 |
EWJV | iShares MSCI Japan Value ETF | 0.1 | 15 | 45 | 7.9 | +3.7 |
EEMS | iShares MSCI Emerging Markets Small Cap ETF | 0.1 | 70 | -10 | 6.4 | +2.2 |
EWX | SPDR S&P Emerging Markets Small Cap ETF | 0.1 | 65 | -5 | 7.8 | +3.6 |
GXC | SPDR S&P China ETF | 0.0 | 59 | 1 | 8.5 | +4.3 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 0.0 | 75 | -15 | 4.1 | -0.1 |
IEMG | iShares Core MSCI Emerging Markets ETF | 0.0 | 9 | 51 | 7.3 | +3.1 |
SPEM | SPDR Portfolio Emerging Markets ETF | 0.0 | 7 | 53 | 1.1 | -3.1 |
TLTE | FlexShares Morningstar Emerging Markets Factor Tilt Index | 0.0 | 59 | 1 | 4.6 | +0.4 |
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
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
Content on this tab for subscribers only
VALUATION METRICS
2022 | 2023E | 2024E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Janus Henderson International Sustainable Equity 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™
|
MODERN PORTFOLIO THEORY
![]() |
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|