WisdomTree Cybersecurity Fund
ALTAR
Score™
1.1% info Recommen-
dation
UNDERWEIGHT
2021E    2022E
P/E
ratio
70.8x P/Sales
ratio
6.8x
P/BV
ratio
8.9x Div.
yield
0.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WCBR tracks an index of developed market companies primarily involved in cybersecurity and security-oriented technology.

FUND BASICS
Category Global Equities
Fund Sponsor WisdomTree Investments, Inc.
Website www.wisdomtree.com
Inception date Jan 28, 2021
Assets (mns) $17
Currency USD
Expense ratio 45 bp
Distributions None

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 25
Wgt avg mkt cap (mns) $15,167
Large cap (>$10bn) 49.2%
Mid cap ($2-10bn) 39.9%
Small cap (<$2bn) 10.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
OKTA, INC. CLASS A 6.0 %
PROOFPOINT INC 5.9 %
PALO ALTO NETWORKS INC 5.7 %
CROWDSTRIKE HOLDINGS, INC. CLASS A 5.4 %
RAPID7 INC 5.4 %
CLOUDFLARE INC CLASS A 5.4 %
DATADOG INC CLASS A 5.4 %
FORTINET INC 4.9 %
TREND MICRO INC 4.3 %
AVAST PLC 4.3 %
Total 52.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.4 %
ISRAEL 7.0 %
JAPAN 4.3 %
BRITAIN 4.3 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
7.2% -- -- -- 7.2%

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

Technical Indicators
Recent close $21.26
30d moving avg. $22.16
Annualized volatility 0.0%
Short interest (ETF) 0.8%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 26
Turnover 3.3%
Bid/Ask (% of price) 0.38%
ADV underlying (mns) $5,298

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 451 potential alternatives to the WisdomTree Cybersecurity Fund ETF based on the alternatives' overlap in portfolio holdings with WCBR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: WCBR Expense: 45 bp ALTAR Score™: 1.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH WCBR
Ticker Fund
Name
Overlap1
vs WCBR
(%)
Expense
ratio
(bp)
Savings
vs WCBR
(bp)
ALTAR
Score™
(%)
ALTAR
vs WCBR
(%)
BUG Global X Cybersecurity ETF 64.0 50 -5 1.4 +0.3
CIBR First Trust NASDAQ CEA Cybersecurity ETF 50.3 60 -15 3.1 +2.0
IHAK iShares Cybersecurity & Tech ETF 50.0 47 -2 3.3 +2.2
HACK ETFMG Prime Cyber Security ETF 43.4 60 -15 3.1 +1.9
PXQ Invesco Dynamic Networking ETF 36.6 63 -18 2.9 +1.8
FITE SPDR Kensho Future Security ETF 22.3 45 0 3.4 +2.3
WFH Direxion Work From Home ETF 20.1 45 0 3.6 +2.5
LRNZ TrueMark Technology, AI & Deep Learning ETF 19.8 68 -23 -0.7 -1.8
XDAT Franklin Exponential Data ETF 19.6 50 -5 1.6 +0.5
CLOU Global X Cloud Computing ETF 17.7 68 -23 1.0 -0.2
WCLD WisdomTree Cloud Computing Fund 15.0 45 0 -1.2 -2.4
XITK SPDR FactSet Innovative Technology ETF 13.2 45 0 0.2 -0.9
QQQN VictoryShares Nasdaq Next 50 ETF 12.1 18 27 3.1 +2.0
PSJ Invesco Dynamic Software ETF 10.5 56 -11 1.6 +0.4
DTEC ALPS Disruptive Technologies ETF 9.9 50 -5 2.9 +1.8
XSW SPDR S&P Software & Services ETF 9.5 35 10 3.0 +1.9
IPO Renaissance IPO ETF 9.5 60 -15 -2.6 -3.7
IGV iShares Expanded Tech-Software ETF 8.8 46 -1 2.2 +1.1
THNQ ROBO Global Artificial Intelligence ETF 8.7 68 -23 1.8 +0.6
FXL First Trust Technology AlphaDEX Fund 8.7 61 -16 4.4 +3.2
SKYY First Trust Cloud Computing ETF 8.7 60 -15 2.6 +1.5
FEVR Inspire Faithward Large Cap Momentum ESG ETF 8.6 85 -40 3.3 +2.1
NUMG Nuveen ESG Mid-Cap Growth ETF 8.1 40 5 2.4 +1.2
GBGR Global Beta Momentum-Growth ETF 8.0 29 16 2.7 +1.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 7.7 15 30 2.4 +1.3
ENTR Entrepreneur 30 Fund 7.6 49 -4 -0.9 -2.0
IVES Wedbush ETFMG Global Cloud Technology ETF 7.5 68 -23 2.2 +1.1
ITEQ BlueStar Israel Technology ETF 7.0 75 -30 1.7 +0.6
TECB iShares US Tech Breakthrough Multisector ETF 6.7 40 5 3.6 +2.5
OGIG O'Shares Global Internet Giants ETF 6.1 48 -3 1.1 -0.1
VOT Vanguard Mid-Cap Growth Index Fund 5.8 7 38 2.7 +1.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.8 49 -4 -0.8 -2.0
XWEB SPDR S&P Internet ETF 5.6 35 10 0.2 -1.0
MOON Direxion Moonshot Innovators ETF 5.6 65 -20 -4.1 -5.2
IWP iShares Russell Mid-Cap Growth ETF 5.5 24 21 2.8 +1.7
FDN First Trust Dow Jones Internet Index Fund 5.5 52 -7 2.0 +0.9
FFTY Innovator IBD 50 ETF 5.3 80 -35 9.1 +8.0
ALFA AlphaClone Alternative Alpha ETF 5.2 65 -20 0.8 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 4.8 6 39 3.2 +2.0
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 4.7 57 -12 3.7 +2.5
LRGE ClearBridge Large Cap Growth ESG ETF 4.6 59 -14 3.1 +2.0
JHMT John Hancock Multifactor Technology ETF 4.6 40 5 4.1 +2.9
FDG American Century Focused Dynamic Growth ETF 4.6 45 0 1.6 +0.4
LYFE 2nd Vote Life Neutral Plus ETF 4.3 75 -30 5.6 +4.4
PKW Invesco Buyback Achievers ETF 4.3 62 -17 6.9 +5.8
ISRA VanEck Vectors Israel ETF 4.0 62 -17 5.6 +4.5
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 4.0 69 -24 4.5 +3.4
CACG ClearBridge All Cap Growth ETF 3.9 53 -8 3.9 +2.8
BOSS Global X Founder-Run Companies ETF 3.9 45 0 2.7 +1.5
EGIS 2nd Vote Society Defended ETF 3.7 75 -30 5.8 +4.7
PTF Invesco DWA Technology Momentum ETF 3.7 60 -15 1.2 +0.0
WUGI Esoterica NextG Economy ETF 3.6 75 -30 1.0 -0.2
WWOW Direxion World Without Waste ETF 3.6 50 -5 1.2 +0.0
STLG iShares Factors US Growth Style ETF 3.5 25 20 4.7 +3.6
FIVG Defiance Next Gen Connectivity ETF 3.4 30 15 4.3 +3.2
SYG SPDR MFS Systematic Growth Equity ETF 3.4 60 -15 0.0 -1.1
FPX First Trust US IPO Index Fund 3.4 58 -13 1.2 +0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 3.4 60 -15 2.8 +1.6
BTEK BlackRock Future Tech ETF 3.4 88 -43 -0.3 -1.4
EIS iShares MSCI Israel ETF 3.3 59 -14 6.8 +5.7
ARKW ARK Web x.0 ETF 3.2 79 -34 -0.9 -2.1
IZRL ARK Israel Innovative Technology ETF 3.2 49 -4 -1.1 -2.3
STMB iShares Factors US Mid Blend Style ETF 3.2 30 15 5.3 +4.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.0 65 -20 4.2 +3.0
RYT Invesco S&P 500 Equal Weight Technology ETF 2.9 40 5 4.8 +3.7
VO Vanguard Mid-Cap Index Fund 2.8 4 41 4.3 +3.2
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 2.8 112 -67 1.8 +0.6
LCG Sterling Capital Focus Equity ETF 2.8 59 -14 2.2 +1.1
FDMO Fidelity Momentum Factor ETF 2.7 29 16 2.8 +1.7
QGRO American Century STOXX U.S. Quality Growth ETF 2.6 29 16 4.2 +3.1
LIV Emles (a)Home ETF 2.6 49 -4 2.4 +1.3
VXF Vanguard Extended Market Index Fund 2.6 6 39 2.6 +1.4
MFMS Motley Fool Small-Cap Growth ETF 2.6 85 -40 0.7 -0.4
SPGP Invesco S&P 500 GARP ETF 2.6 34 11 6.2 +5.1
RBUS Nationwide Risk-Based U.S. Equity ETF 2.4 30 15 4.9 +3.7
TTAC TrimTabs US Free Cash Flow Quality ETF 2.4 59 -14 4.5 +3.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -20 1.6 +0.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.4 75 -30 2.3 +1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 41 4.6 +3.5
XT iShares Exponential Technologies ETF 2.3 47 -2 4.6 +3.5
IMCB iShares Morningstar Mid-Cap ETF 2.3 4 41 4.6 +3.4
USMF WisdomTree U.S. Multifactor Fund 2.2 28 17 5.3 +4.2
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 2.2 25 20 6.5 +5.4
IYW iShares U.S. Technology ETF 2.2 43 2 3.6 +2.5
VGT Vanguard Information Technology Index Fund 2.2 10 35 4.0 +2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 63 -18 2.0 +0.9
CBTG Cabot Growth ETF 2.2 75 -30 0.0 -1.1
MXDU Nationwide Maximum Diversification US Core Equity ETF 2.2 34 11 4.2 +3.1
FTEC Fidelity MSCI Information Technology Index ETF 2.1 8 37 4.0 +2.9
STLC iShares Factors US Blend Style ETF 2.0 25 20 5.3 +4.2
IETC iShares Evolved U.S. Technology ETF 2.0 18 27 3.6 +2.5
AIQ Global X Future Analytics Tech ETF 2.0 68 -23 3.4 +2.2
CLRG IQ Chaikin U.S. Large Cap ETF 2.0 25 20 5.0 +3.8
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.9 49 -4 4.2 +3.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 1.9 20 25 6.6 +5.5
IWR iShares Russell Midcap ETF 1.9 19 26 4.4 +3.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.9 59 -14 3.8 +2.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 39 1.8 +0.6
IWFH iShares Virtual Work and Life Multisector ETF 1.9 47 -2 0.5 -0.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.9 50 -5 3.5 +2.3
IVAL Alpha Architect International Quantitative Value ETF 1.9 59 -14 7.6 +6.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 10 4.1 +3.0
RPG Invesco S&P 500 Pure Growth ETF 1.9 35 10 3.1 +2.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.9 35 10 3.8 +2.7
MTUM iShares MSCI USA Momentum Factor ETF 1.8 15 30 2.7 +1.6
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 0 3.7 +2.6
IGM iShares Expanded Tech Sector ETF 1.8 46 -1 3.4 +2.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 33 3.4 +2.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.8 9 36 4.8 +3.7
VBK Vanguard Small-Cap Growth Index Fund 1.7 7 38 1.9 +0.8
DSTL Distillate US Fundamental Stability & Value ETF 1.6 39 6 6.0 +4.8
ANEW ProShares MSCI Transformational Changes ETF 1.6 45 0 2.7 +1.6
XMMO Invesco S&P MidCap Momentum ETF 1.6 34 11 3.2 +2.1
SFYX Sofi Next 500 ETF 1.6 0 45 4.9 +3.7
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.5 39 6 8.6 +7.4
STLV iShares Factors US Value Style ETF 1.5 25 20 6.6 +5.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -25 1.1 0.0
SYE SPDR MFS Systematic Core Equity ETF 1.5 60 -15 0.0 -1.1
IWO iShares Russell 2000 Growth ETF 1.5 24 21 0.1 -1.1
VTWG Vanguard Russell 2000 Growth Index Fund 1.5 15 30 0.2 -1.0
PNQI Invesco NASDAQ Internet ETF 1.4 60 -15 1.6 +0.5
SIZE iShares MSCI USA Size Factor ETF 1.4 15 30 4.9 +3.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 38 3.9 +2.8
BUYZ Franklin Disruptive Commerce ETF 1.4 50 -5 -0.2 -1.3
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 3 4.5 +3.3
JQUA JPMorgan U.S. Quality Factor ETF 1.3 12 33 4.9 +3.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 -14 5.2 +4.0
NULG Nuveen ESG Large-Cap Growth ETF 1.2 35 10 3.1 +2.0
PWB Invesco Dynamic Large Cap Growth ETF 1.2 56 -11 2.8 +1.6
PDP Invesco DWA Momentum ETF 1.2 62 -17 2.5 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 1.2 15 30 4.9 +3.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 41 4.6 +3.4
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.2 20 25 3.6 +2.5
ILCG iShares Morningstar Growth ETF 1.1 4 41 3.2 +2.0
PSET Principal Price Setters Index ETF 1.1 15 30 4.7 +3.6
SUBZ Roundhill Streaming Services & Technology ETF 1.1 75 -30 -1.7 -2.9
QSY WisdomTree U.S. LargeCap Value Fund 1.1 38 7 6.3 +5.2
ETHO Etho Climate Leadership U.S. ETF 1.1 48 -3 3.7 +2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 36 3.4 +2.2
LSLT Salt Low truBeta US Market ETF 1.1 60 -15 5.2 +4.1
PEXL Pacer US Export Leaders ETF 1.1 60 -15 3.8 +2.7
STSB iShares Factors US Small Blend Style ETF 1.1 35 10 3.5 +2.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 16 5.0 +3.9
SCHA Schwab U.S. Small-Cap ETF 1.0 4 41 3.5 +2.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 41 3.3 +2.2
VUG Vanguard Growth Index Fund 1.0 4 41 3.5 +2.4
VONG Vanguard Russell 1000 Growth Index Fund 1.0 8 37 3.8 +2.6
IWF iShares Russell 1000 Growth ETF 1.0 19 26 3.7 +2.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.0 21 24 3.1 +2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 20 5.4 +4.3
VEGN US Vegan Climate ETF 1.0 60 -15 3.9 +2.8
VALQ American Century STOXX U.S. Quality Value ETF 0.9 29 16 6.8 +5.6
HLGE Hartford Longevity Economy ETF 0.9 44 1 5.9 +4.7
LRGF iShares Edge MSCI Multifactor USA ETF 0.9 20 25 5.9 +4.8
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 20 5.4 +4.3
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -15 4.5 +3.4
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -44 5.0 +3.9
XMLV Invesco S&P MidCap Low Volatility ETF 0.9 25 20 4.9 +3.8
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 3 4.6 +3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 6 3.5 +2.4
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 35 4.4 +3.3
ISCB iShares Morningstar Small-Cap ETF 0.9 4 41 4.0 +2.8
QTUM Defiance Quantum ETF 0.9 40 5 4.7 +3.5
PPA Invesco Aerospace & Defense ETF 0.9 59 -14 5.5 +4.4
FUNL CornerCap Fundametrics Large-Cap ETF 0.9 50 -5 6.8 +5.6
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 16 4.2 +3.1
FQAL Fidelity Quality Factor ETF 0.8 29 16 4.8 +3.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 36 4.8 +3.7
USMV iShares Edge MSCI Min Vol USA ETF 0.8 15 30 5.1 +4.0
BUZZ VanEck Vectors Social Sentiment ETF 0.8 75 -30 3.1 +2.0
EWUS iShares MSCI United Kingdom Small Cap ETF 0.8 59 -14 5.0 +3.9
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.8 6 39 4.0 +2.9
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 25 4.8 +3.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.8 30 15 5.4 +4.3
VFMO Vanguard U.S. Momentum Factor ETF 0.8 13 32 2.6 +1.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.8 60 -15 3.9 +2.8
NULC Nuveen ESG Large-Cap ETF 0.8 20 25 4.5 +3.3
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.8 30 15 5.1 +3.9
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.8 17 28 3.9 +2.8
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 0.7 17 28 5.4 +4.3
XMHQ Invesco S&P MidCap Quality ETF 0.7 25 20 5.4 +4.3
FDLO Fidelity Low Volatility Factor ETF 0.7 29 16 4.3 +3.2
BIBL Inspire ETF 0.7 35 10 4.1 +2.9
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.7 84 -39 4.3 +3.2
IWM iShares Russell 2000 ETF 0.7 19 26 2.6 +1.4
VB Vanguard Small-Cap ETF 0.7 5 40 4.2 +3.1
VTWO Vanguard Russell 2000 Index Fund 0.7 10 35 2.7 +1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 15 5.0 +3.9
QLC FlexShares US Quality Large Cap Index Fund 0.7 32 13 4.5 +3.4
AIEQ AI Powered Equity ETF 0.7 80 -35 2.1 +1.0
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 0.7 29 16 0.8 -0.3
AFLG First Trust Active Factor Large Cap ETF 0.7 55 -10 4.5 +3.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 15 30 4.1 +3.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 30 4.1 +3.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 28 4.1 +3.0
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 32 4.9 +3.8
SFY SoFi Select 500 ETF 0.7 0 45 4.6 +3.5
VFMV Vanguard U.S. Minimum Volatility ETF 0.6 13 32 4.3 +3.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.6 35 10 4.8 +3.7
VIRS Pacer BioThreat Strategy ETF 0.6 70 -25 4.9 +3.8
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.6 47 -2 1.2 +0.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 25 4.0 +2.8
KOMP SPDR Kensho New Economies Composite ETF 0.6 20 25 2.0 +0.8
SCHM Schwab U.S. Mid-Cap ETF 0.6 4 41 4.6 +3.5
RYJ Invesco Raymond James SB-1 Equity ETF 0.6 76 -31 2.9 +1.8
SCHK Schwab 1000 Index ETF 0.6 5 40 4.5 +3.4
DFAI Dimensional International Core Equity Market ETF 0.6 18 27 6.0 +4.9
BLES Inspire Global Hope Large Cap ETF 0.6 52 -7 4.7 +3.6
SMMD iShares Russell 2500 ETF 0.6 15 30 4.6 +3.4
ONEO SPDR Russell 1000 Momentum Focus ETF 0.6 20 25 5.3 +4.2
TMFC Motley Fool 100 Index ETF 0.6 50 -5 3.2 +2.0
TUSA First Trust Total US Market AlphaDEX ETF 0.6 70 -25 5.5 +4.4
TPLC Timothy Plan US Large Cap Core ETF 0.6 52 -7 4.3 +3.2
IQSU IQ Candriam ESG US Equity ETF 0.6 9 36 4.6 +3.4
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.6 35 10 4.7 +3.6
SCHB Schwab U.S. Broad Market ETF 0.6 3 42 4.4 +3.3
BUL Pacer US Cash Cows Growth ETF 0.6 60 -15 5.0 +3.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 42 4.4 +3.3
VTI Vanguard Total Stock Market Index Fund 0.6 3 42 4.4 +3.2
PWC Invesco Dynamic Market ETF 0.6 58 -13 4.2 +3.1
JHML John Hancock Multifactor Large Cap ETF 0.6 29 16 4.7 +3.6
SLT Pacer Salt High truBeta US Market ETF 0.6 60 -15 2.8 +1.7
VV Vanguard Large-Cap Index Fund 0.6 4 41 4.6 +3.4
IYY iShares Dow Jones U.S. ETF 0.6 20 25 4.4 +3.3
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.6 17 28 5.3 +4.2
KRMA Global X Conscious Companies ETF 0.5 43 2 4.8 +3.7
ILCB iShares Morningstar U.S. Equity ETF 0.5 3 42 4.5 +3.4
PBUS Invesco PureBeta MSCI USA ETF 0.5 4 41 4.6 +3.5
ESGV Vanguard ESG U.S. Stock ETF 0.5 12 33 4.5 +3.4
LVOL American Century Low Volatility ETF 0.5 29 16 4.6 +3.5
VTHR Vanguard Russell 3000 Index Fund 0.5 10 35 4.4 +3.3
IWV iShares Russell 3000 ETF 0.5 20 25 4.3 +3.2
SCHX Schwab U.S. Large-Cap ETF 0.5 3 42 4.6 +3.4
KLDW Gavekal Knowledge Leaders Developed World ETF 0.5 75 -30 4.0 +2.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 38 4.6 +3.4
IWB iShares Russell 1000 ETF 0.5 15 30 4.5 +3.3
VONE Vanguard Russell 1000 ETF 0.5 8 37 4.5 +3.4
XLK Technology Select Sector SPDR Fund 0.5 12 33 4.2 +3.1
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -20 5.2 +4.1
FSMD Fidelity Small-Mid Factor ETF 0.5 29 16 5.7 +4.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.5 12 33 5.3 +4.2
RVRS Reverse Cap Weighted U.S. Large Cap ETF 0.5 29 16 5.1 +3.9
ISMD Inspire Small/Mid Cap Impact ETF 0.5 60 -15 4.5 +3.4
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 40 5 5.4 +4.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.5 2 43 4.6 +3.5
FDEV Fidelity Targeted International Factor ETF 0.5 39 6 5.6 +4.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 16 4.7 +3.6
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.4 40 5 5.2 +4.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 21 5.4 +4.3
ACWF iShares MSCI Global Multifactor ETF 0.4 35 10 6.6 +5.5
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 25 5.0 +3.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.4 25 20 4.7 +3.6
IUSS Invesco Strategic US Small Company ETF 0.4 23 22 3.3 +2.2
GIGE SoFi Gig Economy ETF 0.4 59 -14 -0.6 -1.7
FLRG Fidelity U.S. Multifactor ETF 0.4 29 16 5.5 +4.4
AFSM First Trust Active Factor Small Cap ETF 0.4 77 -32 4.6 +3.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 36 4.9 +3.8
AVUS Avantis U.S. Equity ETF 0.4 15 30 4.8 +3.7
DSI iShares MSCI KLD 400 Social ETF 0.4 25 20 4.4 +3.3
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.4 35 10 5.0 +3.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.4 35 10 5.0 +3.9
IXN iShares Global Tech ETF 0.4 46 -1 3.8 +2.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.4 29 16 5.9 +4.7
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.4 60 -15 3.3 +2.1
QYLD Global X NASDAQ 100 Covered Call ETF 0.4 60 -15 3.2 +2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -15 5.0 +3.8
QUS SPDR MSCI USA StrategicFactors ETF 0.4 15 30 5.1 +4.0
TOK iShares MSCI Kokusai ETF 0.4 25 20 4.8 +3.6
RESP WisdomTree US ESG Fund of Benef Interest 0.4 28 17 5.1 +4.0
QQQM Invesco NASDAQ 100 ETF 0.4 15 30 3.7 +2.6
QQQ Invesco QQQ Trust 0.4 20 25 3.7 +2.6
NUSI Nationwide Risk-Managed Income ETF 0.4 68 -23 3.2 +2.1
DIM WisdomTree International MidCap Dividend Fund 0.4 58 -13 6.6 +5.5
URTH iShares MSCI World ETF 0.4 24 21 4.9 +3.7
ESGU iShares MSCI USA ESG Optimized ETF 0.3 15 30 4.5 +3.4
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 33 5.2 +4.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.3 30 15 6.1 +5.0
VWID Virtus WMC International Dividend ETF 0.3 49 -4 7.1 +6.0
ACWI iShares MSCI ACWI ETF 0.3 32 13 5.0 +3.9
DFAU Dimensional US Core Equity Market ETF 0.3 12 33 4.7 +3.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 6 3.7 +2.6
SPMV Invesco S&P 500 Minimum Variance ETF 0.3 10 35 4.8 +3.7
VT Vanguard Total World Stock ETF 0.3 8 37 5.2 +4.1
IJH iShares Core S&P Mid-Cap ETF 0.3 5 40 5.3 +4.1
SPMD SPDR Portfolio Mid Cap ETF 0.3 5 40 5.3 +4.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 10 35 5.2 +4.1
SUSA iShares MSCI USA ESG Select ETF 0.3 25 20 4.3 +3.1
SMDY Syntax Stratified MidCap ETF 0.3 30 15 4.8 +3.7
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.3 61 -16 4.4 +3.3
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 -3 7.3 +6.2
LOWC SPDR MSCI ACWI Low Carbon Target ETF 0.3 20 25 5.3 +4.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 30 5.7 +4.6
IDHQ Invesco S&P International Developed Quality ETF 0.3 29 16 5.0 +3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.3 20 25 4.6 +3.5
ESG FlexShares STOXX US ESG Impact Index Fund 0.3 32 13 4.6 +3.4
JPIN JPMorgan Diversified Return International Equity ETF 0.3 37 8 6.8 +5.7
BFOR Barron's 400 ETF 0.3 65 -20 5.5 +4.4
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.3 45 0 5.7 +4.6
NUDM Nuveen ESG International Developed Markets Equity ETF 0.3 40 5 5.6 +4.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 25 5.2 +4.1
QUAL iShares MSCI Usa Quality Factor ETF 0.3 15 30 4.9 +3.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.3 49 -4 3.7 +2.6
DWMF WisdomTree International Multifactor Fund 0.3 38 7 6.0 +4.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.2 58 -13 5.8 +4.6
IEUS iShares MSCI Europe Small-Cap ETF 0.2 40 5 4.9 +3.8
IUSG iShares Core S&P US Growth ETF 0.2 4 41 3.9 +2.8
RECS Columbia Research Enhanced Core ETF 0.2 15 30 5.2 +4.0
EWJE iShares MSCI Japan Equal Weighted ETF 0.2 15 30 6.1 +5.0
FCPI Fidelity Stocks for Inflation ETF 0.2 29 16 5.2 +4.1
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 33 6.5 +5.3
ROUS Hartford Multifactor US Equity ETF 0.2 19 26 5.3 +4.2
ACVF American Conservative Values ETF 0.2 75 -30 4.0 +2.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 41 3.9 +2.8
VOOG Vanguard S&P 500 Growth ETF 0.2 10 35 3.9 +2.7
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.2 24 21 5.6 +4.5
IVW iShares S&P 500 Growth ETF 0.2 18 27 3.8 +2.7
IWS iShares Russell Mid-Cap Value ETF 0.2 24 21 5.2 +4.1
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 15 5.2 +4.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 30 5.3 +4.2
ISZE iShares Edge MSCI Intl Size Factor ETF 0.2 30 15 5.8 +4.7
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 20 6.4 +5.2
SCZ iShares MSCI Eafe Small-Cap ETF 0.2 40 5 5.1 +4.0
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.2 25 20 4.6 +3.5
EWJV iShares MSCI Japan Value ETF 0.2 15 30 8.3 +7.2
ZJPN SPDR Solactive Japan ETF 0.2 14 31 0.0 -1.1
FIDI Fidelity International High Dividend ETF 0.2 39 6 8.0 +6.8
EWJ iShares MSCI Japan ETF 0.2 51 -6 6.1 +5.0
ZGBR SPDR Solactive United Kingdom ETF 0.2 14 31 0.0 -1.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 46 -1 6.2 +5.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 27 18 4.3 +3.1
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 26 6.4 +5.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 27 18 4.2 +3.1
JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF 0.1 9 36 6.5 +5.4
XVV iShares ESG Screened S&P 500 ETF 0.1 8 37 4.7 +3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 33 4.4 +3.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.1 65 -20 9.6 +8.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 16 4.3 +3.2
SPTM SPDR Portfolio Total Stock Market ETF 0.1 3 42 4.8 +3.6
XYLG Global X S&P 500 Covered Call & Growth ETF 0.1 60 -15 4.3 +3.1
SHE SPDR SSGA Gender Diversity Index ETF 0.1 20 25 3.9 +2.8
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -5 4.0 +2.9
FLGB Franklin FTSE United Kingdom ETF 0.1 9 36 6.7 +5.6
FLJP Franklin FTSE Japan ETF 0.1 9 36 6.5 +5.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 27 18 4.6 +3.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 25 4.6 +3.5
PBP Invesco S&P 500 BuyWrite ETF 0.1 49 -4 4.2 +3.1
SPLG SPDR Portfolio Large Cap ETF 0.1 3 42 4.7 +3.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.1 42 3 4.7 +3.6
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 -3 6.1 +5.0
VOO VANGUARD S&P 500 ETF 0.1 3 42 4.7 +3.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 30 15 4.9 +3.8
IVV iShares Core S&P 500 ETF 0.1 3 42 4.7 +3.6
SPY SPDR S&P 500 ETF Trust 0.1 9 36 4.6 +3.5
JHMD John Hancock Multifactor Developed International ETF 0.1 39 6 6.1 +4.9
QINT American Century Quality Diversified International ETF 0.1 39 6 6.2 +5.0
EPS WisdomTree U.S. Earnings 500 Fund 0.1 8 37 5.8 +4.7
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 36 6.6 +5.4
IQSI IQ Candriam ESG International Equity ETF 0.1 15 30 6.0 +4.9
DIVB iShares U.S. Dividend & Buyback ETF 0.1 25 20 5.6 +4.5
GBLO Global Beta Low Beta ETF 0.1 29 16 6.5 +5.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 25 5.3 +4.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 26 5.0 +3.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.1 58 -13 5.9 +4.8
EFG iShares MSCI EAFE Growth ETF 0.1 40 5 3.9 +2.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 36 5.0 +3.9
REVS Columbia Research Enhanced Value ETF 0.1 19 26 6.4 +5.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 6 5.0 +3.8
MGK Vanguard Mega Cap Growth ETF 0.1 7 38 3.6 +2.5
DWM WisdomTree International Equity Fund 0.1 48 -3 6.7 +5.6
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 21 6.4 +5.3
EZM WisdomTree U.S. MidCap Earnings Fund 0.1 38 7 7.0 +5.9
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF 0.1 43 2 5.3 +4.1
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.1 30 15 5.1 +4.0
GWX SPDR S&P International Small Cap ETF 0.1 40 5 4.8 +3.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 25 6.0 +4.9
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 41 5.8 +4.7
IEFA iShares Core MSCI EAFE ETF 0.1 7 38 6.1 +4.9
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 0.1 20 25 0.0 -1.1
HEWJ iShares Currency Hedged MSCI Japan ETF 0.1 51 -6 6.0 +4.8
IWC iShares Micro-Cap ETF 0.1 60 -15 -2.5 -3.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 11 6.9 +5.8
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1 20 25 6.0 +4.8
IUS Invesco Strategic US ETF 0.1 19 26 5.0 +3.9
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 18 7.1 +6.0
VONV Vanguard Russell 1000 Value Index Fund 0.1 8 37 5.7 +4.6
IWD iShares Russell 1000 Value ETF 0.1 19 26 5.6 +4.5
IPAC iShares Core MSCI Pacific ETF 0.1 9 36 6.1 +5.0
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.1 35 10 5.8 +4.7
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 33 6.0 +4.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 9 5.9 +4.8
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 35 4.7 +3.5
EFIV SPDR S&P 500 ESG ETF 0.1 10 35 4.7 +3.5
HJPX iShares Currency Hedged JPX-Nikkei 400 ETF 0.1 48 -3 6.1 +5.0
IDEV iShares Core MSCI International Developed Markets ETF 0.1 5 40 6.0 +4.9
VPL Vanguard FTSE Pacific ETF 0.1 8 37 6.3 +5.2
EFA iShares MSCI EAFE ETF 0.1 32 13 5.9 +4.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 25 5.9 +4.8
AVDE Avantis International Equity ETF 0.1 23 22 6.5 +5.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 -2 5.1 +4.0
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 0.1 15 30 0.0 -1.1
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.1 30 15 3.9 +2.8
VFLQ Vanguard U.S. Liquidity Factor ETF 0.1 14 31 3.3 +2.1
MGC Vanguard Mega Cap Index Fund 0.1 7 38 4.6 +3.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 5 6.8 +5.7
IXUS ishares Core MSCI Total International Stock ETF 0.1 9 36 6.2 +5.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 33 5.7 +4.6
RWL Invesco S&P 500 Revenue ETF 0.1 39 6 5.6 +4.5
GSPY Gotham Enhanced 500 ETF 0.1 50 -5 4.6 +3.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -4 4.3 +3.2
PDEV Principal International Multi-Factor Core Index ETF 0.0 25 20 6.5 +5.4
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.0 7 38 6.2 +5.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 20 5.8 +4.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 6 5.9 +4.8
SCHF Schwab International Equity ETF 0.0 6 39 6.2 +5.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.0 25 20 5.3 +4.2
HFXI IQ 50 Percent Hedged FTSE International ETF 0.0 20 25 6.2 +5.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 4 41 5.9 +4.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 32 13 6.1 +5.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 4 6.0 +4.9
VYMI Vanguard International High Dividend Yield ETF 0.0 27 18 8.6 +7.4
VEA Vanguard FTSE Developed Markets ETF 0.0 5 40 6.2 +5.0
SPYV SPDR Portfolio S&P 500 Value ETF 0.0 4 41 5.9 +4.8
VOOV Vanguard S&P 500 Value ETF 0.0 10 35 5.8 +4.7
IVE iShares S&P 500 Value ETF 0.0 18 27 5.8 +4.6
NUSC Nuveen ESG Small-Cap ETF 0.0 40 5 3.7 +2.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 6 6.5 +5.4
IUSV iShares Core S&P U.S. Value ETF 0.0 4 41 5.9 +4.8
BKIE BNY Mellon International Equity ETF 0.0 4 41 6.3 +5.1
SPEU SPDR Portfolio Europe ETF 0.0 9 36 6.0 +4.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 37 6.4 +5.3
IEUR iShares Core MSCI Europe ETF 0.0 9 36 6.0 +4.9
DEFA iShares Adaptive Currency Hedged MSCI EAFE ETF 0.0 35 10 5.9 +4.8
HEFA iShares Currency Hedged MSCI EAFE ETF 0.0 35 10 5.9 +4.7
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 6 5.6 +4.4
FLEH Franklin FTSE Europe Hedged ETF 0.0 9 36 6.1 +4.9
FLEE Franklin FTSE Europe ETF 0.0 9 36 6.0 +4.8
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.0 25 20 5.4 +4.3
VXUS Vanguard Total International Stock ETF 0.0 8 37 6.3 +5.2
VGK Vanguard FTSE Europe ETF 0.0 8 37 6.1 +5.0
HKND Humankind US Stock ETF 0.0 209 -164 3.5 +2.4
VSGX Vanguard ESG International Stock ETF 0.0 17 28 6.1 +5.0
QEFA SPDR MSCI EAFE Quality Mix ETF 0.0 30 15 5.8 +4.6
EFV iShares MSCI EAFE Value ETF 0.0 39 6 7.8 +6.7
VBR Vanguard Small Cap Value Index Fund 0.0 7 38 5.7 +4.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 0 6.9 +5.7
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF 0.0 35 10 6.2 +5.0
MDY SPDR S&P Midcap 400 ETF Trust 0.0 23 22 5.1 +4.0
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.0 23 22 6.0 +4.9
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 39 5.8 +4.6
NULV Nuveen ESG Large-Cap Value ETF 0.0 35 10 5.8 +4.7
VTWV Vanguard Russell 2000 Value Index Fund 0.0 15 30 4.6 +3.5

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

UNDERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.6 %
Divided by: Fwd. P/BV 8.6 x
Less: Expense ratio 45 bp
Equals: ALTAR Score 1.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.39 CATEGORY
AVERAGE
1.47
 
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.