WisdomTree Emerging Markets Ex-China Fund
ALTAR
Score™		 5.4% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 17.5x P/Sales
ratio		 1.8x
P/BV
ratio		 2.5x Div.
yield		 2.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
XC tracks a market cap-weighted index of emerging market companies that meet certain environmental, social, and governance criteria. The fund excludes Chinese companies and state-owned enterprises.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor WisdomTree Investments, Inc.
Website www.wisdomtree.com/etfs/equity/xc
Inception date Sep 22, 2022
Assets (mns) $87
Currency USD
Expense ratio 32 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 504
Wgt avg mkt cap (mns) $330,355
Large cap (>$10bn) 70.5%
Mid cap ($2-10bn) 26.7%
Small cap (<$2bn) 2.6%
Developed mkts 0.1%
Emerging mkts 99.9%

TOP TEN HOLDINGS
RELIANCE INDS-SPONS GDR 144A 13.0 %
HDFC BANK LIMITED 4.3 %
MERCADOLIBRE INC 3.8 %
ICICI BANK LTD 2.7 %
BHARTI AIRTEL LIMITED 2.1 %
INFOSYS TECHNOLOGIES LTD 2.0 %
AL RAJHI BANK 1.9 %
GRUPO MEXICO S.A.B. DE C.V. CLASS 1.2 %
MAHINDRA & MAHINDRA LTD. 1.1 %
TATA CONSULTANCY SVS LTD 1.1 %
Total 33.3 %

TOP COUNTRY EXPOSURE
INDIA 40.7 %
SOUTH AFRICA 9.9 %
MEXICO 9.6 %
BRAZIL 7.6 %
SAUDI ARABIA 6.4 %
INDONESIA 4.9 %
THAILAND 4.3 %
ARGENTINA 4.1 %
POLAND 2.9 %
PHILIPPINES 2.9 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
17.4% 17.4% -- -- 13.8%

Market Correlations
versus... Beta R-squared
S&P500 0.64 60%
MSCI EAFE 0.78 65%
MSCI Emg. Mkts. 0.80 77%

Technical Indicators
Recent close $33.29
30d moving avg. $32.50
Annualized volatility 13.5%
Short interest (ETF) 0.0%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 20
Turnover 0.8%
Bid/Ask (% of price) 0.61%
ADV underlying (mns) $11,056

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 405 potential alternatives to the WisdomTree Emerging Markets Ex-China Fund ETF based on the alternatives' overlap in portfolio holdings with XC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XC Expense: 32 bp ALTAR Score™: 5.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XC
Ticker Fund
Name		 Overlap1
vs XC
(%)		 Expense
ratio
(bp)		 Savings
vs XC
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XC
(%)
FLIN Franklin FTSE India ETF 40.3 19 13 3.6 -1.8
EPI WisdomTree India Earnings Fund 38.8 85 -53 4.4 -1.1
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 31.5 24 8 6.3 +0.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 31.0 32 0 5.3 -0.2
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 29.0 32 0 6.9 +1.5
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 28.3 44 -12 9.3 +3.9
XCNY SPDR S&P Emerging Markets ex-China ETF 27.5 15 17 6.2 +0.8
INDA iShares MSCI India ETF 26.5 65 -33 4.1 -1.4
JHEM John Hancock Multifactor Emerging Markets ETF 25.9 49 -17 8.2 +2.7
STXE Strive Emerging Markets Ex-China ETF 25.7 32 0 6.1 +0.7
PIN Invesco India ETF 25.7 78 -46 4.6 -0.8
EMXC iShares MSCI Emerging Markets ex China ETF 24.8 25 7 5.8 +0.3
INDY iShares India 50 ETF 23.9 89 -57 5.0 -0.4
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 23.2 15 17 8.4 +2.9
XCEM Columbia EM Core ex-China ETF 23.0 16 16 6.5 +1.0
LDEM iShares ESG MSCI EM Leaders ETF 22.7 17 15 11.2 +5.7
RNEM First Trust Emerging Markets Equity Select ETF 22.7 75 -43 7.8 +2.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 21.7 66 -34 7.6 +2.1
BKEM BNY Mellon Emerging Markets Equity ETF 21.4 11 21 7.9 +2.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 21.2 36 -4 7.9 +2.5
EMXF iShares ESG Advanced MSCI EM ETF 21.2 16 16 7.1 +1.7
NFTY First Trust India NIFTY 50 Equal Weight ETF 20.6 80 -48 4.4 -1.0
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 19.9 45 -13 8.4 +2.9
BKF iShares MSCI BIC ETF 19.9 69 -37 11.7 +6.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 19.2 33 -1 6.8 +1.3
FLLA Franklin FTSE Latin America ETF 19.0 19 13 11.5 +6.0
EMMF WisdomTree Emerging Markets Multifactor Fund 18.7 48 -16 5.9 +0.5
VWO Vanguard FTSE Emerging Markets ETF 18.7 7 25 9.0 +3.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 18.5 75 -43 8.3 +2.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 18.5 30 2 7.5 +2.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 18.5 30 2 8.0 +2.6
EEM iShares MSCI Emerging Markets ETF 18.2 69 -37 8.0 +2.5
SCHE Schwab Emerging Markets Equity ETF 18.1 11 21 9.4 +3.9
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 17.7 25 7 5.9 +0.4
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 17.6 86 -54 12.0 +6.5
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 17.6 86 -54 0.4 -5.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 17.4 33 -1 8.1 +2.6
SPEM SPDR Portfolio Emerging Markets ETF 17.4 7 25 9.2 +3.7
ROAM Hartford Multifactor Emerging Markets ETF 17.4 44 -12 10.2 +4.7
IEMG iShares Core MSCI Emerging Markets ETF 17.3 9 23 8.4 +3.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 17.3 15 17 6.5 +1.0
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 17.1 20 12 22,159.8 +22,154.4
FLAX Franklin FTSE Asia Ex Japan ETF 17.1 19 13 7.3 +1.9
ECON Columbia Emerging Markets Consumer ETF 16.9 49 -17 9.9 +4.5
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 16.6 39 -7 14.2 +8.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 16.3 53 -21 6.0 +0.6
EELV Invesco S&P Emerging Markets Low Volatility ETF 16.1 29 3 8.0 +2.6
DFAE Dimensional Emerging Core Equity Market ETF 15.9 35 -3 7.4 +1.9
ESGE iShares ESG Aware MSCI EM ETF 15.8 25 7 8.4 +2.9
EVLU iShares MSCI Emerging Markets Value Factor ETF 15.8 35 -3 11.6 +6.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 15.6 59 -27 7.4 +2.0
PXH Invesco FTSE RAFI Emerging Markets ETF 15.5 49 -17 13.4 +8.0
NUEM Nuveen ESG Emerging Markets Equity ETF 15.4 36 -4 6.6 +1.2
DEHP Dimensional Emerging Markets High Profitability ETF 14.7 41 -9 5.2 -0.3
CGXU Capital Group International Focus Equity ETF 14.6 54 -22 4.7 -0.8
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 14.4 40 -8 6.1 +0.6
EMGF iShares Emerging Markets Equity Factor ETF 14.3 25 7 9.4 +3.9
FRDM Freedom 100 Emerging Markets ETF 14.0 49 -17 5.9 +0.4
AVEM Avantis Emerging Markets Equity ETF 13.7 33 -1 7.2 +1.7
DEM WisdomTree Emerging Markets High Dividend Fund 13.6 63 -31 11.8 +6.4
FTHF First Trust Emerging Markets Human Flourishing ETF 13.6 75 -43 7.3 +1.9
INQQ India Internet & Ecommerce ETF 13.5 86 -54 1.2 -4.3
EEMA iShares MSCI Emerging Markets Asia ETF 13.5 49 -17 7.8 +2.3
EMC Global X Emerging Markets Great Consumer ETF 13.5 75 -43 6.9 +1.4
EEMO Invesco S&P Emerging Markets Momentum ETF 13.3 29 3 6.8 +1.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 13.2 38 -6 7.4 +2.0
AVES Avantis Emerging Markets Value ETF 12.9 36 -4 9.4 +4.0
AVSE Avantis Responsible Emerging Markets Equity ETF 12.7 33 -1 6.9 +1.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 12.3 70 -38 7.1 +1.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 12.3 41 -9 7.0 +1.6
NDIA Global X India Active ETF 12.0 75 -43 4.9 -0.6
GMF SPDR S&P Emerging Asia Pacific ETF 11.6 49 -17 8.3 +2.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 11.2 50 -18 9.1 +3.7
JADE JPMorgan Active Developing Markets Equity ETF 11.0 65 -33 6.4 +1.0
FDEM Fidelity Emerging Markets Multifactor ETF 10.9 25 7 10.6 +5.2
DFEV Dimensional Emerging Markets Value ETF 10.1 43 -11 10.3 +4.9
EWW iShares MSCI Mexico ETF 9.5 50 -18 7.9 +2.5
FLN First Trust Latin America AlphaDEX Fund 9.4 80 -48 10.1 +4.6
FLMX Franklin FTSE Mexico ETF 9.2 19 13 8.6 +3.1
UEVM VictoryShares Emerging Markets Value Momentum ETF 9.0 45 -13 9.3 +3.9
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 9.0 95 -63 10.2 +4.7
AFK VanEck Africa Index ETF 8.5 98 -66 10.9 +5.5
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 8.4 88 -56 7.3 +1.9
ILF iShares Latin America 40 ETF 8.2 48 -16 10.4 +5.0
EZA iShares MSCI South Africa ETF 8.0 58 -26 7.8 +2.4
MEM Matthews Emerging Markets Equity Active ETF 7.9 79 -47 6.3 +0.9
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 7.6 58 -26 8.5 +3.0
EMM Global X Emerging Markets ex-China ETF 7.5 75 -43 5.5 +0.1
FLBR Franklin FTSE Brazil ETF 7.5 19 13 13.5 +8.0
EDIV SPDR S&P Emerging Markets Dividend ETF 7.2 49 -17 8.6 +3.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 7.1 18 14 6.4 +1.0
GLIN VanEck India Growth Leaders ETF 7.0 77 -45 4.9 -0.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 6.8 70 -38 6.8 +1.4
FEM First Trust Emerging Markets AlphaDEX Fund 6.8 80 -48 10.1 +4.7
WWJD Inspire International ETF 6.5 80 -48 6.4 +1.0
ECOW Pacer Emerging Markets Cash Cows 100 ETF 6.5 70 -38 11.6 +6.2
JIVE JPMorgan International Value ETF 6.4 55 -23 9.6 +4.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 6.3 41 -9 6.4 +0.9
MINV Matthews Asia Innovators Active ETF 6.3 79 -47 5.4 -0.0
KSA iShares MSCI Saudi Arabia ETF 6.2 74 -42 0.0 -5.4
OTGL OTG Latin America ETF 6.1 269 -237 7.0 +1.6
JIG JPMorgan International Growth ETF 5.9 55 -23 3.9 -1.5
VSGX Vanguard ESG International Stock ETF 5.9 10 22 6.6 +1.2
IXUS iShares Core MSCI Total International Stock ETF 5.9 7 25 6.7 +1.2
FLSA Franklin FTSE Saudi Arabia ETF 5.9 39 -7 0.0 -5.4
ACWX iShares MSCI ACWI ex U.S. ETF 5.9 34 -2 6.4 +1.0
VEU Vanguard FTSE All-World ex-US Index Fund 5.8 4 28 6.8 +1.4
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 5.7 90 -58 4.3 -1.1
VIDI Vident International Equity Strategy ETF 5.7 61 -29 9.2 +3.7
VXUS Vanguard Total International Stock ETF 5.7 5 27 6.8 +1.3
EWZ iShares MSCI Brazil ETF 5.4 58 -26 11.8 +6.4
ACWV iShares MSCI Global Min Vol Factor ETF 5.4 20 12 5.3 -0.1
EYLD Cambria Emerging Shareholder Yield ETF 5.3 66 -34 10.5 +5.1
PICK iShares MSCI Global Metals & Mining Producers ETF 5.3 39 -7 8.5 +3.1
INCO Columbia India Consumer ETF 5.2 75 -43 1.6 -3.9
ASEA Global X FTSE Southeast Asia ETF 5.2 65 -33 5.5 +0.0
GVAL Cambria Global Value ETF 5.1 68 -36 9.2 +3.8
AVEE Avantis Emerging Markets Small Cap Equity ETF 5.0 42 -10 8.5 +3.1
IDX VanEck Indonesia Index ETF 4.9 57 -25 6.6 +1.2
CWI SPDR MSCI ACWI ex-US ETF 4.8 30 2 6.4 +1.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 4.8 30 2 6.6 +1.1
DGIN VanEck Digital India ETF 4.8 71 -39 1.2 -4.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.7 47 -15 5.8 +0.3
ARGT Global X MSCI Argentina ETF 4.4 59 -27 3.1 -2.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 4.4 47 -15 6.9 +1.5
BLES Inspire Global Hope ETF 4.4 61 -29 6.0 +0.6
VYMI Vanguard International High Dividend Yield ETF 4.0 17 15 8.2 +2.7
EIDO iShares MSCI Indonesia ETF 4.0 59 -27 7.0 +1.6
OSEA Harbor International Compounders ETF 3.9 55 -23 4.3 -1.1
IQDF FlexShares International Quality Dividend Index Fund 3.9 47 -15 7.5 +2.1
THD iShares MSCI Thailand ETF 3.8 58 -26 0.0 -5.4
BUYZ Franklin Disruptive Commerce ETF 3.8 50 -18 2.0 -3.4
CLOD Themes Cloud Computing ETF 3.8 35 -3 3.0 -2.4
BCOR Grayscale Bitcoin Adopters ETF 3.8 59 -27 2.1 -3.4
LOGO Alpha Brands Consumption Leaders ETF 3.8 69 -37 2.5 -2.9
CDIG City Different Investments Global Equity ETF 3.8 75 -43 0.4 -5.0
DSTX Distillate International Fundamental Stability & Value ETF 3.8 55 -23 6.6 +1.2
EBIZ Global X E-Commerce ETF 3.6 50 -18 3.3 -2.1
BRAZ Global X Brazil Active ETF 3.6 75 -43 10.3 +4.9
CGGO Capital Group Global Growth Equity ETF 3.6 47 -15 3.8 -1.7
DVYE iShares Emerging Markets Dividend ETF 3.6 49 -17 16.6 +11.1
IGRO iShares International Dividend Growth ETF 3.5 15 17 6.3 +0.8
ARKF ARK Fintech Innovation ETF 3.4 75 -43 0.1 -5.4
SDEM Global X MSCI SuperDividend Emerging Markets ETF 3.3 67 -35 13.1 +7.7
EPOL iShares MSCI Poland ETF 3.2 59 -27 9.6 +4.2
EDOG ALPS Emerging Sector Dividend Dogs ETF 3.2 60 -28 9.6 +4.2
DMAT Global X Disruptive Materials ETF 3.2 59 -27 4.9 -0.6
MVPA Miller Value Partners Appreciation ETF 3.1 60 -28 7.8 +2.3
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -38 0.6 -4.8
GMET VanEck Green Metals ETF 3.0 63 -31 5.3 -0.2
TMFG Motley Fool Global Opportunities ETF 2.9 85 -53 3.5 -1.9
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.9 60 -28 8.7 +3.3
EPHE iShares MSCI Philippines ETF 2.8 59 -27 0.0 -5.4
SCHY Schwab International Dividend Equity ETF 2.8 14 18 8.8 +3.3
BPAY BlackRock Future Financial and Technology ETF 2.8 70 -38 5.8 +0.4
NXTG First Trust Indxx NextG ETF 2.7 70 -38 4.4 -1.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.7 65 -33 7.1 +1.7
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.6 60 -28 7.6 +2.1
VIGI Vanguard International Dividend Appreciation ETF 2.5 10 22 5.7 +0.3
ISHP First Trust Nasdaq Retail ETF 2.5 60 -28 5.0 -0.4
OBOR KraneShares MSCI One Belt One Road Index ETF 2.5 79 -47 7.0 +1.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.5 42 -10 5.5 +0.1
IPAV Global X Infrastructure Development ex-U.S. ETF 2.5 55 -23 5.8 +0.4
ECH iShares MSCI Chile ETF 2.5 58 -26 6.0 +0.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.5 46 -14 8.2 +2.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.5 20 12 4.2 -1.2
PNQI Invesco NASDAQ Internet ETF 2.4 60 -28 3.1 -2.4
ITOL Tema International Durable Quality ETF 2.4 60 -28 4.7 -0.7
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 2.4 10 22 6.3 +0.9
TUR iShares MSCI Turkey ETF 2.4 58 -26 11.9 +6.4
ONLN ProShares Online Retail ETF 2.4 58 -26 1.9 -3.6
TOGA Tremblant Global ETF 2.3 69 -37 1.3 -4.2
DWX SPDR S&P International Dividend ETF 2.3 45 -13 6.8 +1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 20 4.3 -1.1
ACWI iShares MSCI ACWI ETF 2.2 32 0 4.7 -0.7
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 2.2 80 -48 12.5 +7.1
OGIG ALPS O'Shares Global Internet Giants ETF 2.2 48 -16 1.9 -3.5
VT Vanguard Total World Stock ETF 2.2 6 26 5.1 -0.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.2 58 -26 4.0 -1.4
HAP VanEck Natural Resources ETF 2.2 50 -18 7.6 +2.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.1 20 12 4.8 -0.7
AOTG AOT Growth and Innovation ETF 2.1 75 -43 1.5 -4.0
ION ProShares S&P Global Core Battery Metals ETF 2.1 58 -26 5.1 -0.3
BLOK Amplify Transformational Data Sharing ETF 2.0 75 -43 0.2 -5.2
EWX SPDR S&P Emerging Markets Small Cap ETF 2.0 65 -33 7.0 +1.6
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -13 2.6 -2.8
LGCF Themes US Cash Flow Champions ETF 1.9 30 2 7.4 +1.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.9 49 -17 4.8 -0.7
USRD Themes US R&D Champions ETF 1.9 29 3 4.0 -1.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.9 60 -28 4.4 -1.0
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.9 12 20 8.0 +2.5
PCGG Polen Capital Global Growth ETF 1.9 85 -53 3.5 -2.0
MXI iShares Global Materials ETF 1.8 41 -9 6.1 +0.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.8 8 24 6.4 +1.0
ICPY Tweedy, Browne International Insider Value ETF 1.7 80 -48 9.9 +4.5
COPY Tweedy, Browne Insider + Value ETF 1.7 80 -48 10.2 +4.8
EWM iShares MSCI Malaysia ETF 1.7 50 -18 5.7 +0.3
CCNR ALPS CoreCommodity Natural Resources ETF 1.5 39 -7 7.3 +1.9
GXPD Global X PureCap MSCI Consumer Discretionary ETF 1.5 25 7 3.2 -2.3
FPXI First Trust International Equity Opportunities ETF 1.5 70 -38 3.5 -1.9
NULG Nuveen ESG Large-Cap Growth ETF 1.5 26 6 2.7 -2.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.5 75 -43 2.3 -3.1
GLOF iShares Global Equity Factor ETF 1.5 20 12 5.9 +0.4
WRND IQ Global Equity R&D Leaders ETF 1.4 18 14 6.6 +1.2
CGV Conductor Global Equity Value ETF 1.4 130 -98 6.8 +1.4
VCR Vanguard Consumer Discretionary ETF 1.4 9 23 3.9 -1.5
FFOG Franklin Focused Growth ETF 1.4 61 -29 1.9 -3.5
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -57 4.2 -1.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.4 8 24 3.7 -1.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.4 45 -13 1.6 -3.8
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 22 5.0 -0.5
FEOE First Eagle Overseas Equity ETF 1.3 79 -47 5.9 +0.5
KXI iShares Global Consumer Staples ETF 1.3 41 -9 5.1 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 23 4.9 -0.6
FTAG First Trust Indxx Global Agriculture ETF 1.2 70 -38 7.4 +2.0
GDX VanEck Gold Miners ETF 1.2 51 -19 2.4 -3.0
EWZS iShares MSCI Brazil Small-Cap ETF 1.2 59 -27 11.2 +5.7
BATT Amplify Lithium & Battery Technology ETF 1.2 59 -27 1.6 -3.9
ICOP iShares Copper and Metals Mining ETF 1.2 47 -15 5.6 +0.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.1 49 -17 3.4 -2.0
RWX SPDR Dow Jones International Real Estate ETF 1.1 59 -27 6.5 +1.0
KNCT Invesco Next Gen Connectivity ETF 1.1 40 -8 4.0 -1.5
TTAI FCF International Quality ETF 1.1 59 -27 6.5 +1.0
RCGE RockCreek Global Equality ETF 1.1 95 -63 6.0 +0.6
ARKW ARK Next Generation Internet ETF 1.1 87 -55 0.7 -4.8
VEGI iShares MSCI Agriculture Producers ETF 1.1 39 -7 8.0 +2.5
BINV Brandes International ETF 1.1 70 -38 8.2 +2.8
CGIE Capital Group International Equity ETF 1.1 54 -22 4.2 -1.2
KOCG FIS Knights of Columbus Global Belief ETF 1.0 75 -43 4.4 -1.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.0 40 -8 3.2 -2.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 -3 3.6 -1.8
BITQ Bitwise Crypto Industry Innovators ETF 1.0 85 -53 -1.9 -7.4
RWO SPDR Dow Jones Global Real Estate ETF 1.0 50 -18 6.6 +1.1
SLVP iShares MSCI Global Silver Miners ETF 1.0 39 -7 3.0 -2.4
SCHC Schwab International Small-Cap Equity ETF 1.0 11 21 6.7 +1.3
GDXJ VanEck Junior Gold Miners ETF 1.0 52 -20 2.3 -3.2
DEW WisdomTree Global High Dividend Fund 1.0 58 -26 7.5 +2.1
IBUY Amplify Online Retail ETF 0.9 65 -33 1.3 -4.1
FDFF Fidelity Disruptive Finance ETF 0.9 50 -18 4.0 -1.5
SMIN iShares MSCI India Small Cap ETF 0.9 79 -47 3.4 -2.0
CUT Invesco MSCI Global Timber ETF 0.8 61 -29 9.6 +4.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.8 70 -38 3.3 -2.1
TMAT Main Thematic Innovation ETF 0.8 164 -132 -1.5 -7.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.8 49 -17 6.1 +0.7
ICLN iShares Global Clean Energy ETF 0.8 41 -9 2.8 -2.6
FPAG FPA Global Equity ETF 0.8 49 -17 4.9 -0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.8 36 -4 4.3 -1.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.7 39 -7 5.3 -0.2
NULC Nuveen ESG Large-Cap ETF 0.7 21 11 4.4 -1.0
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 3 4.2 -1.2
REET iShares Global REIT ETF 0.7 14 18 7.2 +1.7
IDOG ALPS International Sector Dividend Dogs ETF 0.7 50 -18 10.6 +5.2
GGRW Gabelli Growth Innovators ETF 0.7 90 -58 1.8 -3.6
AVRE Avantis Real Estate ETF 0.7 17 15 6.9 +1.4
WOOD iShares Global Timber & Forestry ETF 0.7 42 -10 11.5 +6.1
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -20 3.2 -2.3
QQMG Invesco ESG NASDAQ 100 ETF 0.7 20 12 3.4 -2.1
RGEF Rockefeller Global Equity ETF 0.6 55 -23 3.9 -1.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.6 58 -26 7.3 +1.9
DGT State Street SPDR Global Dow ETF 0.6 50 -18 5.9 +0.5
GOEX Global X Gold Explorers ETF 0.6 65 -33 1.5 -4.0
DFGR Dimensional Global Real Estate ETF 0.6 22 10 7.3 +1.9
MOO VanEck Agribusiness ETF 0.6 53 -21 9.4 +4.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.6 58 -26 3.8 -1.6
QQQ Invesco QQQ Trust Series I 0.6 20 12 3.4 -2.1
QQQM Invesco NASDAQ 100 ETF 0.6 15 17 3.4 -2.0
RNRG Global X Renewable Energy Producers ETF 0.6 66 -34 5.0 -0.4
SHPP Pacer Industrials and Logistics ETF 0.6 60 -28 7.5 +2.1
JGLO JPMorgan Global Select Equity ETF 0.6 33 -1 4.3 -1.1
FEGE First Eagle Global Equity ETF 0.5 79 -47 5.6 +0.1
JETS U.S. Global Jets ETF 0.5 60 -28 2.1 -3.4
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 4 3.3 -2.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 14 5.0 -0.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.5 20 12 4.6 -0.9
SDIV Global X Superdividend ETF 0.5 58 -26 15.3 +9.8
URA Global X Uranium ETF 0.5 69 -37 0.8 -4.7
CGGR Capital Group Growth ETF 0.5 39 -7 2.7 -2.7
SIL Global X Silver Miners ETF 0.5 65 -33 1.3 -4.1
SILJ ETFMG Prime Junior Silver Miners ETF 0.5 69 -37 0.2 -5.3
AGMI Themes Silver Miners ETF 0.5 35 -3 2.8 -2.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 14 2.9 -2.5
RING iShares MSCI Global Gold Miners ETF 0.5 39 -7 2.8 -2.7
EPU iShares MSCI Peru and Global Exposure ETF 0.5 59 -27 4.2 -1.3
CRAK VanEck Oil Refiners ETF 0.5 61 -29 10.8 +5.4
IQRA IQ CBRE Real Assets ETF 0.5 65 -33 5.4 -0.0
GEW Cambria Global EW ETF 0.5 29 3 5.3 -0.1
MOTG VanEck Morningstar Global Wide Moat ETF 0.5 52 -20 8.7 +3.2
MOTI VanEck Morningstar International Moat ETF 0.5 58 -26 9.1 +3.7
SUSA iShares MSCI USA ESG Select ETF 0.4 25 7 3.9 -1.5
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 22 3.9 -1.5
TRFM AAM Transformers ETF 0.4 49 -17 1.0 -4.5
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 17 5.0 -0.4
VGK Vanguard FTSE Europe ETF 0.4 6 26 6.4 +0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.4 75 -43 4.9 -0.6
SPEU SPDR Portfolio Europe ETF 0.4 7 25 6.3 +0.9
ERTH Invesco MSCI Sustainable Future ETF 0.4 62 -30 3.1 -2.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.4 38 -6 3.9 -1.6
IQSI IQ Candriam International Equity ETF 0.4 15 17 5.6 +0.2
BRF VanEck Brazil Small-Cap ETF 0.4 66 -34 10.9 +5.5
COLO Global X MSCI Colombia ETF 0.4 62 -30 16.3 +10.9
OPTZ Optimize Strategy Index ETF 0.4 50 -18 4.1 -1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.3 9 23 4.2 -1.3
IXG iShares Global Financials ETF 0.3 42 -10 5.9 +0.5
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 22 4.1 -1.3
EXI iShares Global Industrials ETF 0.3 42 -10 3.6 -1.8
AVSU Avantis Responsible U.S. Equity ETF 0.3 15 17 5.0 -0.4
OCEN IQ Clean Oceans ETF 0.3 45 -13 5.1 -0.4
FDNI First Trust Dow Jones International Internet ETF 0.3 65 -33 18.6 +13.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 22 4.2 -1.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.3 10 22 3.6 -1.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 11 3.1 -2.4
FLEE Franklin FTSE Europe ETF 0.3 9 23 6.3 +0.8
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 23 6.2 +0.8
YNOT Horizon Digital Frontier ETF 0.3 75 -43 2.5 -3.0
PID Invesco International Dividend Achievers ETF 0.3 53 -21 4.7 -0.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.3 8 24 4.3 -1.1
LRGF iShares U.S. Equity Factor ETF 0.3 8 24 4.7 -0.7
VGSR Vert Global Sustainable Real Estate ETF 0.3 47 -15 7.1 +1.6
AVUQ Avantis U.S. Quality ETF 0.3 15 17 3.5 -1.9
ESPO VanEck Video Gaming and eSports ETF 0.2 56 -24 4.8 -0.7
HERO Global X Video Games & Esports ETF 0.2 50 -18 4.1 -1.3
NERD Roundhill Video Games ETF 0.2 50 -18 6.1 +0.7
OND ProShares On-Demand ETF 0.2 58 -26 -0.6 -6.0
ODDS Pacer BlueStar Digital Entertainment ETF 0.2 60 -28 2.8 -2.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 25 4.5 -1.0
JGRO JPMorgan Active Growth ETF 0.2 44 -12 2.9 -2.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 12 5.8 +0.4
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 17 4.2 -1.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.2 78 -46 8.5 +3.1
IPOS Renaissance International IPO ETF 0.2 80 -48 1.7 -3.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 22 4.5 -0.9
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.2 10 22 3.7 -1.8
INTF iShares International Equity Factor ETF 0.2 15 17 6.5 +1.1
ILCG iShares Morningstar Growth ETF 0.2 4 28 3.0 -2.4
AVUS Avantis U.S. Equity ETF 0.2 15 17 4.9 -0.5
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -28 4.3 -1.2
VEA Vanguard FTSE Developed Markets ETF 0.2 3 29 6.1 +0.7
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 -33 3.5 -2.0
BKIE BNY Mellon International Equity ETF 0.2 4 28 6.0 +0.6
QLC FlexShares US Quality Large Cap Index Fund 0.2 25 7 4.5 -0.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 8 6.4 +1.0
IPKW Invesco International BuyBack Achievers ETF 0.2 55 -23 7.9 +2.5
KROP Global X AgTech & Food Innovation ETF 0.2 50 -18 7.5 +2.0
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 23 4.1 -1.3
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 23 5.5 +0.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 12 2.6 -2.9
OAIM OneAscent International Equity ETF 0.2 95 -63 4.6 -0.8
SIZE iShares MSCI USA Size Factor ETF 0.2 15 17 5.5 +0.0
KLMN Invesco MSCI North America Climate ETF 0.2 9 23 4.3 -1.1
CLNR IQ Cleaner Transport ETF 0.2 45 -13 4.9 -0.6
SUPL ProShares Supply Chain Logistics ETF 0.2 58 -26 9.2 +3.8
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 29 4.2 -1.3
PBUS Invesco MSCI USA ETF 0.2 4 28 4.2 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 30 4.3 -1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 32 4.3 -1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 25 4.2 -1.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 -7 6.8 +1.3
VOTE TCW Transform 500 ETF 0.2 5 27 4.2 -1.2
GXLC Global X U.S. 500 ETF 0.2 2 30 4.1 -1.3
IVRS iShares Future Metaverse Tech and Communications ETF 0.2 47 -15 2.9 -2.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 17 5.0 -0.5
CARZ First Trust NASDAQ Global Auto Index Fund 0.2 70 -38 3.3 -2.1
SLX VanEck Steel ETF 0.2 56 -24 11.6 +6.2
SMOG VanEck Low Carbon Energy ETF 0.2 61 -29 1.4 -4.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 21 4.2 -1.2
SCHF Schwab International Equity ETF 0.2 6 26 6.2 +0.7
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 -10 4.0 -1.5
RXI iShares Global Consumer Discretionary ETF 0.1 41 -9 7.1 +1.6
TOK iShares MSCI Kokusai ETF 0.1 26 6 4.3 -1.1
RVRB Reverb ETF 0.1 30 2 4.0 -1.5
BJK VanEck Gaming ETF 0.1 65 -33 3.8 -1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 23 4.5 -0.9
ILCV iShares Morningstar Value ETF 0.1 4 28 5.6 +0.1
URTH iShares MSCI World ETF 0.1 24 8 4.4 -1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 7 4.7 -0.8
DAK Dakota Active Equity ETF 0.1 43 -11 3.7 -1.7
CBSE Clough Select Equity ETF 0.1 85 -53 0.8 -4.6
IHAK iShares Cybersecurity & Tech ETF 0.1 47 -15 3.8 -1.6
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.1 12 20 6.6 +1.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 12 5.9 +0.5
IXJ iShares Global Healthcare ETF 0.1 42 -10 5.7 +0.3
JXI iShares Global Utilities ETF 0.1 43 -11 5.3 -0.2
IUS Invesco RAFI Strategic US ETF 0.1 19 13 5.9 +0.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -13 7.4 +2.0
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 2 5.1 -0.3
EPS WisdomTree U.S. LargeCap Fund 0.1 8 24 5.0 -0.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -10 4.7 -0.7
DFIV Dimensional International Value ETF 0.1 27 5 8.0 +2.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 -2 5.0 -0.4
APIE ActivePassive International Equity ETF 0.0 45 -13 6.4 +0.9
DXIV Dimensional International Vector Equity ETF 0.0 34 -2 6.6 +1.2
AVDE Avantis International Equity ETF 0.0 23 9 6.3 +0.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 23 6.9 +1.4
AVSD Avantis Responsible International Equity ETF 0.0 23 9 4.6 -0.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 7 8.1 +2.7
DFAI Dimensional International Core Equity Market ETF 0.0 18 14 6.0 +0.6
DFIC Dimensional International Core Equity 2 ETF 0.0 23 9 6.3 +0.9
CGW Invesco S&P Global Water Index ETF 0.0 57 -25 4.2 -1.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 -7 2.7 -2.8
ANEW ProShares MSCI Transformational Changes ETF 0.0 45 -13 4.5 -0.9
PIO Invesco Global Water ETF 0.0 75 -43 3.8 -1.6
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 -7 5.9 +0.4
DIHP Dimensional International High Profitability ETF 0.0 29 3 5.8 +0.3
XT iShares Exponential Technologies ETF 0.0 46 -14 4.2 -1.3
EBI Longview Advantage ETF 0.0 35 -3 5.7 +0.3

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

  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

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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:		 WisdomTree Emerging Markets Ex-China 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 14.5 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 32 bp
Equals: ALTAR Score 5.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.52 CATEGORY
AVERAGE		 1.54
 
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.