Global X Wind Energy ETF
ALTAR
Score™		 5.2% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 13.4x P/Sales
ratio		 1.1x
P/BV
ratio		 1.6x Div.
yield		 3.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WNDY invests in companies positioned to benefit from the advancement of the global wind energy industry.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Sep 08, 2021
Assets (mns) $2
Currency USD
Expense ratio 50 bp
Distributions Semi-annual

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 27
Wgt avg mkt cap (mns) $9,044
Large cap (>$10bn) 29.1%
Mid cap ($2-10bn) 46.6%
Small cap (<$2bn) 21.2%
Developed mkts 59.5%
Emerging mkts 40.6%

TOP TEN HOLDINGS
DONG ENERGY A/S 16.0 %
VESTAS WIND SYSTEMS A/S 13.2 %
NORTHLAND POWER INC 10.9 %
MING YANG SMART ENERGY GROUP LIMIT 5.5 %
CECEP WIND-POWER CORP CLASS A 4.5 %
BORALEX INC -CL 'A' 4.4 %
NORDEX AG 4.3 %
CHINA LONGYUAN POWER GROUP-H 4.0 %
TITAN WIND ENERGY (SUZHOU) CO., LT 3.6 %
DAJIN HEAVY INDUSTRY CO., LTD. CLA 3.6 %
Total 69.9 %

TOP COUNTRY EXPOSURE
CHINA 31.9 %
DENMARK 29.3 %
CANADA 17.9 %
GERMANY 4.3 %
SPAIN 3.3 %
GREECE 3.0 %
SOUTH KOREA 2.9 %
INDIA 2.6 %
TAIWAN 2.5 %
SWEDEN 1.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-10.4% -28.2% -- -- -24.0%

Market Correlations
versus... Beta R-squared
S&P500 0.84 40%
MSCI EAFE 1.02 56%
MSCI Emg. Mkts. 0.99 54%

Technical Indicators
Recent close $11.55
30d moving avg. $12.74
Annualized volatility 25.0%
Short interest (ETF) 0.1%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.5%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $651

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 188 potential alternatives to the Global X Wind Energy ETF ETF based on the alternatives' overlap in portfolio holdings with WNDY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: WNDY Expense: 50 bp ALTAR Score™: 5.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH WNDY
Ticker Fund
Name		 Overlap1
vs WNDY
(%)		 Expense
ratio
(bp)		 Savings
vs WNDY
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs WNDY
(%)
FAN First Trust Global Wind Energy ETF 41.4 60 -10 5.6 +0.4
FRNW Fidelity Clean Energy ETF 23.8 39 11 3.7 -1.5
ICLN iShares Global Clean Energy ETF 18.0 41 9 4.3 -0.9
RNRG Global X Renewable Energy Producers ETF 17.6 66 -16 4.9 -0.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 14.3 75 -25 7.9 +2.7
CTEC Global X CleanTech ETF 11.9 50 0 1.0 -4.2
SMOG VanEck Low Carbon Energy ETF 10.8 61 -11 3.1 -2.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 8.5 79 -29 5.2 +0.1
ACES ALPS Clean Energy ETF 8.4 55 -5 -5.1 -10.2
EDEN iShares MSCI Denmark ETF 7.7 53 -3 6.1 +0.9
PBD Invesco Global Clean Energy ETF 7.7 75 -25 -3.9 -9.0
VCLN Virtus Duff & Phelps Clean Energy ETF 7.3 59 -9 3.5 -1.6
ERTH Invesco MSCI Sustainable Future ETF 6.5 62 -12 3.7 -1.4
SDG iShares MSCI Global Sustainable Development Goals ETF 6.1 49 1 5.8 +0.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 5.9 55 -5 3.7 -1.5
KGRN KraneShares MSCI China Clean Technology Index ETF 5.6 79 -29 6.5 +1.4
SXUS Janus Henderson International Sustainable Equity ETF 4.8 60 -10 4.6 -0.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 3.8 45 5 6.3 +1.2
OCEN IQ Clean Oceans ETF 3.8 45 5 5.4 +0.2
ETEC iShares Breakthrough Environmental Solutions ETF 3.5 47 3 5.4 +0.2
GREK Global X MSCI Greece ETF 3.0 57 -7 -1.6 -6.8
BECO BlackRock Future Climate and Sustainable Economy ETF 2.7 70 -20 13.9 +8.7
XT iShares Exponential Technologies ETF 2.4 46 4 3.9 -1.3
EMIF iShares Emerging Markets Infrastructure ETF 2.1 60 -10 4.7 -0.4
CLNR IQ Cleaner Transport ETF 2.0 45 5 8.4 +3.2
DTEC ALPS Disruptive Technologies ETF 2.0 50 0 3.3 -1.8
GSFP Goldman Sachs Future Planet Equity ETF 2.0 75 -25 4.6 -0.6
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 1 6.2 +1.1
HAP VanEck Natural Resources ETF 1.8 50 0 9.5 +4.4
IPOS Renaissance International IPO ETF 1.3 80 -30 -170.5 -175.7
PBW Invesco WilderHill Clean Energy ETF 1.2 66 -16 -20.0 -25.2
DWX SPDR S&P International Dividend ETF 1.2 45 5 7.1 +2.0
FID First Trust S&P International Dividend Aristocrats ETF 1.2 60 -10 9.8 +4.7
FDEV Fidelity International Multifactor ETF 1.0 18 32 7.5 +2.4
TEMP JPMorgan Climate Change Solutions ETF 1.0 49 1 4.7 -0.4
BNE Blue Horizon BNE ETF 0.9 87 -37 5.0 -0.1
WDIV SPDR S&P Global Dividend ETF 0.9 40 10 10.3 +5.1
CNRG SPDR S&P Kensho Clean Power ETF 0.9 45 5 -7.5 -12.7
OBOR KraneShares MSCI One Belt One Road Index ETF 0.9 79 -29 10.3 +5.1
MVPS Amplify Thematic All-Stars ETF 0.8 49 1 1.7 -3.5
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.8 80 -30 14.3 +9.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.8 58 -8 -0.3 -5.5
DGT SPDR Global Dow ETF 0.7 50 0 6.7 +1.5
JXI iShares Global Utilities ETF 0.7 43 7 6.7 +1.6
ECLN First Trust EIP Carbon Impact ETF 0.7 96 -46 5.4 +0.2
TAN Invesco Solar ETF 0.6 67 -17 6.1 +1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 38 5.1 -0.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.5 20 30 6.9 +1.8
ESGN Columbia International ESG Equity Income ETF 0.5 45 5 9.0 +3.9
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.5 45 5 12.9 +7.7
ECNS iShares MSCI China Small-Cap ETF 0.5 59 -9 14.5 +9.4
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -2 2.7 -2.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.5 14 36 6.2 +1.1
SCHC Schwab International Small-Cap Equity ETF 0.5 11 39 6.4 +1.3
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.5 65 -15 6.3 +1.1
DFIS Dimensional International Small Cap ETF 0.4 39 11 6.7 +1.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 7 43 6.5 +1.4
EXI iShares Global Industrials ETF 0.4 42 8 4.7 -0.5
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 41 6.8 +1.6
NUDM Nuveen ESG International Developed Markets Equity ETF 0.4 31 19 6.4 +1.3
JHMD John Hancock Multifactor Developed International ETF 0.4 39 11 7.4 +2.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 4 6.3 +1.2
IGRO iShares International Dividend Growth ETF 0.4 15 35 7.1 +2.0
FLEE Franklin FTSE Europe ETF 0.4 9 41 6.9 +1.7
ISZE iShares MSCI Intl Size Factor ETF 0.4 30 20 6.6 +1.4
IEV iShares Europe ETF 0.3 67 -17 6.1 +1.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 30 6.3 +1.2
UMMA Wahed Dow Jones Islamic World ETF 0.3 65 -15 4.4 -0.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -20 7.3 +2.2
VGK Vanguard FTSE Europe ETF 0.3 11 39 6.9 +1.7
IQSI IQ Candriam International Equity ETF 0.3 15 35 6.4 +1.3
SPEU SPDR Portfolio Europe ETF 0.3 7 43 6.6 +1.4
IEUR iShares Core MSCI Europe ETF 0.3 11 39 -1.3 -6.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 15 6.4 +1.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.3 49 1 6.7 +1.5
EFG iShares MSCI EAFE Growth ETF 0.3 36 14 4.1 -1.0
AVDE Avantis International Equity ETF 0.3 23 27 7.9 +2.7
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 38 5.4 +0.3
CCSO Carbon Collective Climate Solutions US Equity ETF 0.3 35 15 2.4 -2.8
TRFM AAM Transformers ETF 0.3 49 1 1.3 -3.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 6.7 +1.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 6.4 +1.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 30 6.3 +1.1
BKIE BNY Mellon International Equity ETF 0.2 4 46 6.9 +1.7
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 46 6.7 +1.6
EFA iShares MSCI EAFE ETF 0.2 35 15 6.4 +1.3
VEA Vanguard FTSE Developed Markets ETF 0.2 5 45 7.0 +1.9
DFIV Dimensional International Value ETF 0.2 27 23 9.8 +4.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 6.8 +1.7
EWC iShares MSCI Canada ETF 0.2 50 0 6.9 +1.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 47 6.9 +1.8
IEFA iShares Core MSCI EAFE ETF 0.2 7 43 2.7 -2.4
DFIC Dimensional International Core Equity 2 ETF 0.2 23 27 7.4 +2.3
DFAI Dimensional International Core Equity Market ETF 0.2 18 32 6.9 +1.7
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 26 6.2 +1.1
VXUS Vanguard Total International Stock ETF 0.2 7 43 7.2 +2.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 9 6.7 +1.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 11 7.3 +2.2
SCHF Schwab International Equity ETF 0.2 6 44 7.0 +1.9
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -33 9.0 +3.9
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 43 7.0 +1.8
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 20 6.9 +1.7
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 8 0.0 -5.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 16 6.7 +1.6
VSGX Vanguard ESG International Stock ETF 0.2 12 38 6.9 +1.7
TPIF Timothy Plan International ETF 0.2 62 -12 6.7 +1.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 42 7.2 +2.1
KALL KraneShares MSCI All China Index ETF 0.2 49 1 9.6 +4.4
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.2 18 32 7.9 +2.8
IQIN IQ 500 International ETF 0.2 25 25 8.8 +3.6
FLCH Franklin FTSE China ETF 0.1 19 31 9.8 +4.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 8.5 +3.3
GXC SPDR S&P China ETF 0.1 59 -9 9.3 +4.1
MCHI iShares MSCI China ETF 0.1 59 -9 9.2 +4.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 20 7.8 +2.7
AVEM Avantis Emerging Markets Equity ETF 0.1 33 17 9.3 +4.1
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -8 7.6 +2.5
EFV iShares MSCI EAFE Value ETF 0.1 34 16 9.1 +3.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 9.1 +3.9
AVES Avantis Emerging Markets Value ETF 0.1 36 14 12.2 +7.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -15 7.8 +2.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 6.9 +1.7
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 18 5.9 +0.7
IGF iShares Global Infrastructure ETF 0.1 41 9 5.1 -0.1
GII SPDR S&P Global Infrastructure ETF 0.1 40 10 5.1 -0.1
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 0.1 65 -15 8.9 +3.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 8 5.1 -0.0
CIL VictoryShares International Volatility Wtd ETF 0.1 45 5 6.9 +1.7
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.1 51 -1 6.8 +1.6
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 41 8.1 +2.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 10 0.0 -5.2
AVIV Avantis International Large Cap Value ETF 0.1 25 25 8.9 +3.7
CN Xtrackers MSCI All China Equity ETF 0.1 50 0 8.7 +3.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 9 7.9 +2.7
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 42 7.7 +2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 5.5 +0.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -9 9.7 +4.5
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 1 6.5 +1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 30 5.6 +0.5
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 1 8.4 +3.3
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -45 5.4 +0.3
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -8 10.2 +5.0
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 41 7.6 +2.5
VT Vanguard Total World Stock ETF 0.1 7 43 5.9 +0.7
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 39 7.8 +2.6
TOK iShares MSCI Kokusai ETF 0.1 26 24 5.3 +0.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 14 7.6 +2.4
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 15 7.8 +2.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 7.6 +2.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 21 8.8 +3.6
URTH iShares MSCI World ETF 0.1 24 26 5.4 +0.3
ACWI iShares MSCI ACWI ETF 0.1 32 18 5.5 +0.4
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 43 7.6 +2.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 18 6.3 +1.2
BKF iShares MSCI BIC ETF 0.1 69 -19 7.2 +2.1
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 7.7 +2.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 20 7.6 +2.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 12 8.3 +3.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 35 7.2 +2.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 11 11.0 +5.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 5 6.2 +1.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 31 7.3 +2.1
DEW WisdomTree Global High Dividend Fund 0.0 58 -8 9.1 +4.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 7.3 +2.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 6.8 +1.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 6.4 +1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.0 9 41 5.8 +0.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 5 8.7 +3.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 20 6.9 +1.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 11 4.6 -0.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 25 7.5 +2.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.0 25 25 7.4 +2.3
DISV Dimensional International Small Cap Value ETF 0.0 42 8 9.3 +4.1
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 7.1 +1.9
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 27 8.8 +3.6
DWM WisdomTree International Equity Fund 0.0 48 2 7.8 +2.7
DFEV Dimensional Emerging Markets Value ETF 0.0 43 7 11.0 +5.9
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -39 4.8 -0.4
FLEU Franklin FTSE Eurozone ETF 0.0 9 41 6.7 +1.6
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 6.1 +0.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 20 8.6 +3.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 10 7.8 +2.7
XC WisdomTree Emerging Markets Ex-China Fund 0.0 32 18 6.2 +1.1
VPL Vanguard FTSE Pacific ETF 0.0 8 42 6.9 +1.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 29 3.9 -1.2
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 30 7.6 +2.4
AVDV Avantis International Small Cap Value ETF 0.0 36 14 7.9 +2.8
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 9 7.4 +2.2

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%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Global X Wind Energy 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 8.5 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 5.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.36 CATEGORY
AVERAGE		 1.50
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.