WisdomTree Japan Hedged SmallCap Equity Fund
ALTAR
Score™		 5.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 16.5x P/Sales
ratio		 0.6x
P/BV
ratio		 1.3x Div.
yield		 4.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree Japan Hedged Small Cap Fund is an exchange-traded fund incorporated in the USA. The Fund seeks results that correspond to the WisdomTree Japan Hedged SmallCap Equity Index. The Fund invests in dividend paying, small-cap companies incorporated in Japan and listed on the Tokyo Exchange, while neutralizing the risk of the Japanese yen's fluctuations relative to the USD.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree Investments Inc
Website www.wisdomtree.com
Inception date Jun 28, 2013
Assets (mns) $271
Currency USD
Expense ratio 58 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 89
Wgt avg mkt cap (mns) $39,042
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 11.5%
Small cap (<$2bn) 88.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SUMITOMO CORP 7.5 %
KIOXIA HOLDINGS CORP ORDINARY SHAR 7.4 %
MARUBENI CORP 7.0 %
MITSUBISHI CORP 7.0 %
MITSUI & CO LTD 6.4 %
ITOCHU CORP 5.1 %
TOKIO MARINE HOLDINGS INC 3.6 %
TOKYO ELECTRON LTD 3.1 %
PANASONIC CORP 2.5 %
TSUGAMI CORP. 2.3 %
Total 51.6 %

TOP COUNTRY EXPOSURE
JAPAN 87.2 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
14.1% 49.9% 23.0% 15.8% 14.6%

Market Correlations
versus... Beta R-squared
S&P500 0.80 24%
MSCI EAFE 0.89 41%
MSCI Emg. Mkts. 0.56 29%

Technical Indicators
Recent close $55.66
30d moving avg. $54.77
Annualized volatility 32.3%
Short interest (ETF) 0.4%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 116
Turnover 2.4%
Bid/Ask (% of price) 0.45%
ADV underlying (mns) $1,735

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 233 potential alternatives to the WisdomTree Japan Hedged SmallCap Equity Fund ETF based on the alternatives' overlap in portfolio holdings with DXJS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DXJS Expense: 58 bp ALTAR Score™: 5.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DXJS
Ticker Fund
Name		 Overlap1
vs DXJS
(%)		 Expense
ratio
(bp)		 Savings
vs DXJS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs DXJS
(%)
DXJ WisdomTree Japan Hedged Equity Fund 26.9 48 10 5.2 -0.4
JPXN iShares JPX-Nikkei 400 ETF 24.8 48 10 5.2 -0.4
BBJP JPMorgan BetaBuilders Japan ETF 24.6 19 39 5.2 -0.4
EWJ iShares MSCI Japan ETF 24.2 50 8 4.7 -0.9
HEWJ iShares Currency Hedged MSCI Japan ETF 24.0 50 8 5.3 -0.3
EWJV iShares MSCI Japan Value ETF 23.7 15 43 6.7 +1.1
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 23.5 25 33 5.3 -0.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 22.7 47 11 4.6 -1.0
FLJP Franklin FTSE Japan ETF 22.3 9 49 5.2 -0.4
FLJH Franklin FTSE Japan Hedged ETF 21.8 9 49 5.0 -0.6
IPAC iShares Core MSCI Pacific ETF 15.4 9 49 5.3 -0.3
IMOM Alpha Architect International Quantitative Momentum ETF 12.6 49 9 4.5 -1.1
VPL Vanguard FTSE Pacific ETF 12.1 7 51 5.1 -0.4
FJP First Trust Japan AlphaDEX Fund 10.0 80 -22 7.4 +1.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 9.9 14 44 5.1 -0.5
CGIE Capital Group International Equity ETF 9.8 54 4 4.4 -1.2
CGXU Capital Group International Focus Equity ETF 9.7 54 4 3.7 -1.9
IVSI Applied Finance IVS International Large ETF 9.6 65 -7 5.7 +0.1
NUDM Nuveen ESG International Developed Markets Equity ETF 8.9 31 27 5.2 -0.3
DWMF WisdomTree International Multifactor Fund 8.8 38 20 6.7 +1.2
JIRE JPMorgan International Research Enhanced Equity ETF 8.8 24 34 5.6 -0.0
JHID John Hancock International High Dividend ETF 8.7 46 12 7.6 +2.1
PATN Pacer Nasdaq International Patent Leaders ETF 7.9 65 -7 4.0 -1.6
VIGI Vanguard International Dividend Appreciation ETF 7.5 10 48 5.8 +0.3
IVLU iShares MSCI Intl Value Factor ETF 7.5 30 28 7.8 +2.2
DINT Davis Select International ETF 7.5 55 3 5.8 +0.2
DMXF iShares ESG Advanced MSCI EAFE ETF 7.1 12 46 4.8 -0.8
STXI Strive International Developed Markets ETF 7.1 29 29 6.3 +0.7
IDHQ Invesco S&P International Developed High Quality ETF 7.0 29 29 4.9 -0.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 7.0 35 23 5.4 -0.1
FENI Fidelity Enhanced International ETF 6.9 28 30 5.6 0.0
UMMA Wahed Dow Jones Islamic World ETF 6.8 65 -7 3.5 -2.1
ESGD iShares ESG Aware MSCI EAFE ETF 6.7 20 38 5.6 -0.0
GSID Goldman Sachs MarketBeta International Equity ETF 6.6 20 38 5.6 +0.1
EFG iShares MSCI EAFE Growth ETF 6.6 36 22 3.7 -1.9
IMTM iShares MSCI Intl Momentum Factor ETF 6.5 30 28 4.6 -1.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 6.4 20 38 5.5 -0.1
FIVA Fidelity International Value Factor ETF 6.3 18 40 7.0 +1.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 6.3 47 11 7.0 +1.4
EFA iShares MSCI EAFE ETF 6.3 35 23 5.5 -0.1
JHMD John Hancock Multifactor Developed International ETF 6.2 39 19 6.0 +0.4
HEFA iShares Currency Hedged MSCI EAFE ETF 6.2 35 23 5.5 -0.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 6.2 36 22 5.1 -0.5
HFXI IQ FTSE International Equity Currency Neutral ETF 6.1 20 38 5.5 -0.1
IQSI IQ Candriam International Equity ETF 6.1 15 43 5.4 -0.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 6.0 58 0 5.1 -0.4
FNDF Schwab Fundamental International Large Co. Index ETF 6.0 25 33 7.2 +1.6
IQDG WisdomTree International Quality Dividend Growth Fund 6.0 42 16 5.5 -0.0
AIVI WisdomTree International AI Enhanced Value Fund 5.9 58 0 5.9 +0.3
EFV iShares MSCI EAFE Value ETF 5.9 34 24 7.2 +1.7
BKIE BNY Mellon International Equity ETF 5.9 4 54 17.4 +11.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 5.9 42 16 4.0 -1.6
INTF iShares International Equity Factor ETF 5.8 15 43 6.3 +0.7
IGRO iShares International Dividend Growth ETF 5.8 15 43 6.5 +0.9
LVHI Franklin International Low Volatility High Dividend Index ET 5.8 40 18 7.3 +1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 5.8 45 13 6.6 +1.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 5.7 80 -22 6.9 +1.3
DTAN Sparkline International Intangible Value ETF 5.7 55 3 6.9 +1.4
IEFA iShares Core MSCI EAFE ETF 5.7 7 51 5.9 +0.3
EXI iShares Global Industrials ETF 5.7 42 16 3.4 -2.2
SCJ iShares MSCI Japan Small-Cap ETF 5.6 50 8 5.4 -0.2
DIVI Franklin International Core Dividend Tilt Index ETF 5.5 9 49 6.4 +0.8
FRGN Horizon International Equity ETF 5.4 75 -17 7.7 +2.1
AVIV Avantis International Large Cap Value ETF 5.3 25 33 6.7 +1.1
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 5.2 20 38 5.4 -0.2
IQDF FlexShares International Quality Dividend Index Fund 5.1 47 11 7.3 +1.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 5.1 39 19 6.8 +1.2
IQLT iShares MSCI Intl Quality Factor ETF 5.1 30 28 5.3 -0.3
SPDW SPDR Portfolio Developed World ex-US ETF 5.1 3 55 5.7 +0.1
IDEV iShares Core MSCI International Developed Markets ETF 5.1 4 54 5.8 +0.3
SCHF Schwab International Equity ETF 5.0 6 52 5.8 +0.2
DIHP Dimensional International High Profitability ETF 5.0 29 29 5.6 +0.0
OEFA ALPS O’Shares International Developed Quality Dividend ETF 4.9 48 10 4.7 -0.8
CIL VictoryShares International Volatility Wtd ETF 4.8 45 13 5.9 +0.3
IDMO Invesco S&P International Developed Momentum ETF 4.7 25 33 5.0 -0.6
DOL WisdomTree International LargeCap Dividend Fund 4.7 48 10 5.4 -0.2
DFAI Dimensional International Core Equity Market ETF 4.7 18 40 5.9 +0.3
VEA Vanguard FTSE Developed Markets ETF 4.7 3 55 5.8 +0.2
INEQ Columbia International Equity Income ETF 4.6 45 13 7.5 +1.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 4.5 30 28 5.9 +0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4.4 39 19 6.1 +0.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 4.4 25 33 5.9 +0.3
CWI SPDR MSCI ACWI ex-US ETF 4.4 30 28 6.3 +0.7
TPIF Timothy Plan International ETF 4.3 62 -4 5.4 -0.2
DFJ WisdomTree Japan SmallCap Dividend Fund 4.3 58 0 6.4 +0.8
KNO AXS Knowledge Leaders ETF 4.2 78 -20 3.8 -1.7
DWM WisdomTree International Equity Fund 4.2 48 10 5.4 -0.2
AVSD Avantis Responsible International Equity ETF 4.1 23 35 5.7 +0.1
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 4.1 65 -7 4.1 -1.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.1 40 18 5.5 -0.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 4.1 24 34 6.8 +1.2
FYLD Cambria Foreign Shareholder Yield ETF 3.9 59 -1 9.9 +4.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 3.9 18 40 6.2 +0.6
UIVM VictoryShares International Value Momentum ETF 3.8 35 23 7.7 +2.1
IPKW Invesco International BuyBack Achievers ETF 3.8 55 3 7.7 +2.1
DFIV Dimensional International Value ETF 3.8 27 31 7.5 +1.9
IMFL Invesco International Developed Dynamic Multifactor ETF 3.8 34 24 5.1 -0.5
AVDE Avantis International Equity ETF 3.8 23 35 6.0 +0.5
AGQI First Trust Active Global Quality Income ETF 3.8 85 -27 6.1 +0.6
CGDG Capital Group Dividend Growers ETF 3.7 47 11 5.0 -0.6
ACWX iShares MSCI ACWI ex U.S. ETF 3.7 34 24 6.2 +0.6
VEU Vanguard FTSE All-World ex-US Index Fund 3.7 4 54 6.5 +1.0
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 3.6 12 46 5.1 -0.5
DFSI Dimensional International Sustainability Core 1 ETF 3.6 24 34 5.5 -0.1
QTUM Defiance Quantum ETF 3.5 40 18 3.6 -2.0
VXUS Vanguard Total International Stock ETF 3.4 5 53 6.5 +0.9
DSTX Distillate International Fundamental Stability & Value ETF 3.4 55 3 6.3 +0.7
IXUS iShares Core MSCI Total International Stock ETF 3.4 7 51 6.4 +0.9
DFIC Dimensional International Core Equity 2 ETF 3.4 23 35 6.1 +0.5
QINT American Century Quality Diversified International ETF 3.3 39 19 6.4 +0.8
FIDI Fidelity International High Dividend ETF 3.3 18 40 6.9 +1.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 3.2 41 17 5.8 +0.2
CLNR IQ Cleaner Transport ETF 3.2 45 13 4.0 -1.6
FDEV Fidelity International Multifactor ETF 3.2 18 40 7.0 +1.5
JPIN J.P. Morgan Diversified Return International Equity ETF 3.2 37 21 6.9 +1.3
RFDI First Trust Riverfront Dynamic Developed International ETF 3.1 83 -25 7.3 +1.7
VSGX Vanguard ESG International Stock ETF 3.0 10 48 6.4 +0.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3.0 80 -22 9.2 +3.6
RXI iShares Global Consumer Discretionary ETF 2.9 41 17 8.0 +2.5
RAYJ Rayliant SMDAM Japan Equity ETF 2.9 72 -14 3.1 -2.4
MJSC MUFG Japan Small Cap Active ETF 2.8 85 -27 4.5 -1.1
DXIV Dimensional International Vector Equity ETF 2.8 34 24 6.5 +0.9
DGT State Street SPDR Global Dow ETF 2.7 50 8 5.5 -0.1
PCGG Polen Capital Global Growth ETF 2.6 85 -27 3.8 -1.7
BULD Pacer BlueStar Engineering the Future ETF 2.6 60 -2 0.2 -5.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.6 50 8 5.5 -0.1
EV Mast Global Battery Recycling & Production ETF 2.5 65 -7 6.4 +0.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.5 72 -14 2.5 -3.1
LIT Global X Lithium & Battery Tech ETF 2.5 75 -17 5.6 -0.0
PIEL Pacer International Export Leaders ETF 2.5 60 -2 4.0 -1.6
WRND IQ Global Equity R&D Leaders ETF 2.5 18 40 3.9 -1.6
FEOE First Eagle Overseas Equity ETF 2.5 79 -21 5.9 +0.3
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.5 32 26 5.2 -0.4
GEW Cambria Global EW ETF 2.4 29 29 5.2 -0.4
URA Global X Uranium ETF 2.4 69 -11 1.0 -4.6
IBAT iShares Energy Storage & Materials ETF 2.4 47 11 1.7 -3.9
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.3 22 36 5.6 -0.0
SCZ iShares MSCI EAFE Small-Cap ETF 2.3 40 18 6.0 +0.4
IVAL Alpha Architect International Quantitative Value ETF 2.3 49 9 7.5 +1.9
DIM WisdomTree International MidCap Dividend Fund 2.2 58 0 6.2 +0.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.1 30 28 6.3 +0.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.1 47 11 5.0 -0.6
CHAT Roundhill Generative AI & Technology ETF 2.1 75 -17 4.1 -1.5
IXP iShares Global Comm Services ETF 2.1 42 16 5.8 +0.2
AVDV Avantis International Small Cap Value ETF 2.1 36 22 7.7 +2.1
MXI iShares Global Materials ETF 2.1 41 17 6.0 +0.4
VYMI Vanguard International High Dividend Yield ETF 2.0 17 41 7.7 +2.1
FEGE First Eagle Global Equity ETF 2.0 79 -21 5.8 +0.2
JGLO JPMorgan Global Select Equity ETF 2.0 33 25 4.1 -1.4
FAN First Trust Global Wind Energy ETF 2.0 60 -2 3.0 -2.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 1.9 9 49 7.5 +1.9
DISV Dimensional International Small Cap Value ETF 1.8 42 16 7.9 +2.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.8 29 29 6.9 +1.3
GWX SPDR S&P International Small Cap ETF 1.7 40 18 5.9 +0.3
AVDS Avantis International Small Cap Equity ETF 1.7 30 28 5.9 +0.4
IPAV Global X Infrastructure Development ex-U.S. ETF 1.7 55 3 5.8 +0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.7 9 49 4.7 -0.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.7 45 13 1.9 -3.7
GLBL Pacer MSCI World Industry Advantage ETF 1.7 65 -7 3.3 -2.3
FNDC Schwab Fundamental International Small Co. Index ETF 1.6 39 19 6.6 +1.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.6 49 9 5.9 +0.4
MINV Matthews Asia Innovators Active ETF 1.6 79 -21 5.5 -0.1
URTH iShares MSCI World ETF 1.5 24 34 4.2 -1.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.5 25 33 5.4 -0.2
RGEF Rockefeller Global Equity ETF 1.5 55 3 3.7 -1.9
IXG iShares Global Financials ETF 1.5 42 16 5.7 +0.1
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 28 5.0 -0.6
DLS WisdomTree International SmallCap Dividend Fund 1.4 58 0 7.3 +1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 1.4 42 16 3.9 -1.7
ROBO ROBO Global Robotics & Automation Index ETF 1.4 95 -37 2.3 -3.3
ACWI iShares MSCI ACWI ETF 1.3 32 26 4.5 -1.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -22 3.7 -1.9
WLDR Affinity World Leaders Equity ETF 1.3 67 -9 5.5 -0.1
VT Vanguard Total World Stock ETF 1.3 6 52 4.9 -0.7
SLX VanEck Steel ETF 1.3 56 2 10.0 +4.4
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 48 4.8 -0.8
DWLD Davis Select Worldwide ETF 1.2 63 -5 6.5 +0.9
DTH WisdomTree International High Dividend Fund 1.2 58 0 7.0 +1.5
GLOF iShares Global Equity Factor ETF 1.2 20 38 5.4 -0.2
DFIS Dimensional International Small Cap ETF 1.2 39 19 6.0 +0.5
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -31 4.2 -1.4
NXTG First Trust Indxx NextG ETF 1.2 70 -12 3.5 -2.1
NUKZ Range Nuclear Renaissance Index ETF 1.2 85 -27 1.4 -4.2
AQLT iShares MSCI Global Quality Factor ETF 1.1 18 40 0.0 -5.6
WWJD Inspire International ETF 1.0 80 -22 6.1 +0.5
OAIM OneAscent International Equity ETF 1.0 95 -37 4.5 -1.1
BKCI BNY Mellon Concentrated International ETF 1.0 80 -22 4.7 -0.9
FID First Trust S&P International Dividend Aristocrats ETF 1.0 60 -2 7.5 +2.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.0 75 -17 1.8 -3.8
FTAG First Trust Indxx Global Agriculture ETF 0.9 70 -12 7.0 +1.5
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -17 4.5 -1.1
IXN iShares Global Tech ETF 0.9 41 17 2.6 -3.0
CZAR Themes Natural Monopoly ETF 0.9 35 23 5.2 -0.3
DWX SPDR S&P International Dividend ETF 0.9 45 13 6.6 +1.0
FPXI First Trust International Equity Opportunities ETF 0.9 70 -12 3.9 -1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 38 4.6 -1.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.9 58 0 3.5 -2.1
WDIV SPDR S&P Global Dividend ETF 0.8 40 18 8.8 +3.2
JAPN Horizon Kinetics Japan Owner Operator ETF 0.8 85 -27 5.4 -0.2
ISCF iShares International SmallCap Equity Factor ETF 0.8 23 35 7.1 +1.6
WSML iShares MSCI World Small-Cap ETF 0.8 15 43 5.2 -0.4
IBOT Vaneck Robotics ETF 0.8 47 11 3.1 -2.5
SDG iShares MSCI Global Sustainable Development Goals ETF 0.8 49 9 4.5 -1.1
ION ProShares S&P Global Core Battery Metals ETF 0.7 58 0 6.5 +0.9
SCHC Schwab International Small-Cap Equity ETF 0.7 11 47 6.6 +1.0
FBOT Fidelity Disruptive Automation ETF 0.7 50 8 2.8 -2.8
ARKX ARK Space Exploration & Innovation ETF 0.7 75 -17 0.0 -5.6
MDEV First Trust Indxx Medical Devices ETF 0.7 70 -12 4.6 -1.0
GCOW Pacer Global Cash Cows Dividend ETF 0.7 60 -2 9.1 +3.6
IDLV Invesco S&P International Developed Low Volatility ETF 0.7 25 33 6.2 +0.6
CCNR ALPS CoreCommodity Natural Resources ETF 0.7 39 19 8.3 +2.8
JIG JPMorgan International Growth ETF 0.6 55 3 3.6 -2.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 50 6.3 +0.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 38 5.6 0.0
CGV Conductor Global Equity Value ETF 0.6 130 -72 7.7 +2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 46 4.3 -1.3
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -12 2.4 -3.2
TTAI FCF International Quality ETF 0.5 59 -1 6.9 +1.4
BLES Inspire Global Hope ETF 0.5 61 -3 5.5 -0.1
KNCT Invesco Next Gen Connectivity ETF 0.5 40 18 2.9 -2.7
IXJ iShares Global Healthcare ETF 0.4 42 16 6.2 +0.6
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 19 8.1 +2.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.4 80 -22 5.2 -0.4
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -10 2.7 -2.9
BINV Brandes International ETF 0.3 70 -12 8.1 +2.5
AIRL Themes Airlines ETF 0.3 35 23 1.7 -3.9
VIDI Vident International Equity Strategy ETF 0.3 61 -3 8.2 +2.6
JETS U.S. Global Jets ETF 0.3 60 -2 2.1 -3.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -7 1.3 -4.3
DEW WisdomTree Global High Dividend Fund 0.2 58 0 6.9 +1.3
XT iShares Exponential Technologies ETF 0.2 46 12 3.9 -1.7
PRNT 3D Printing ETF 0.1 66 -8 1.1 -4.5
GINN Goldman Sachs Innovate Equity ETF 0.1 52 6 3.6 -2.0

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 Japan Hedged SmallCap Equity Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 7.9 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 5.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.64
 
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.