iShares Currency Hedged MSCI EAFE ETF
ALTAR
Score™		 5.8% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.0x P/Sales
ratio		 1.7x
P/BV
ratio		 2.1x Div.
yield		 2.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Currency Hedged MSCI EAFE ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the investment results of an index composed of large- and mid-capitalization equities in Europe, Australasia, and the Far East while mitigating exposure to fluctuations between the value of the component currencies and the U.S. dollar.

FUND BASICS
Category International Equities
Fund Sponsor iShares/USA
Website www.ishares.com
Inception date Jan 31, 2014
Assets (mns) $7,047
Currency USD
Expense ratio 35 bp
Distributions Semi-annual

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian State Street Bank & Trust Co
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 1
Wgt avg mkt cap (mns) $102,161
Large cap (>$10bn) 90.9%
Mid cap ($2-10bn) 8.8%
Small cap (<$2bn) 0.1%
Developed mkts 99.6%
Emerging mkts 0.3%

TOP TEN HOLDINGS
ASML HOLDING NV 2.9 %
HSBC HOLDINGS PLC 1.4 %
ROCHE PS PAR AG 1.3 %
NOVARTIS AG 1.3 %
ASTRAZENECA PLC 1.3 %
NESTLE SA-REG 1.2 %
SIEMENS AG-REG 1.1 %
SHELL PLC 1.1 %
BHP BILLITON LTD 1.0 %
MITSUBISHI UFJ FINANCIAL GRO 1.0 %
Total 13.5 %

TOP COUNTRY EXPOSURE
JAPAN 23.0 %
BRITAIN 12.4 %
FRANCE 8.8 %
GERMANY 8.8 %
SWITZERLAND 8.3 %
AUSTRALIA 6.4 %
NETHERLANDS 6.2 %
SPAIN 3.7 %
SWEDEN 3.2 %
ITALY 3.1 %

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.
10.1% 26.2% 13.7% 12.2% 10.4%

Market Correlations
versus... Beta R-squared
S&P500 0.83 61%
MSCI EAFE 0.76 81%
MSCI Emg. Mkts. 0.47 56%

Technical Indicators
Recent close $45.00
30d moving avg. $44.79
Annualized volatility 9.5%
Short interest (ETF) 0.2%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 515
Turnover 0.3%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $38,047

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 potential alternatives to the iShares Currency Hedged MSCI EAFE ETF ETF based on the alternatives' overlap in portfolio holdings with HEFA. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: HEFA Expense: 35 bp ALTAR Score™: 5.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH HEFA
Ticker Fund
Name		 Overlap1
vs HEFA
(%)		 Expense
ratio
(bp)		 Savings
vs HEFA
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs HEFA
(%)
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 86.8 36 -1 5.4 -0.4
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 86.6 20 15 5.7 -0.1
GSID Goldman Sachs MarketBeta International Equity ETF 82.1 20 15 5.9 +0.1
IEFA iShares Core MSCI EAFE ETF 81.7 7 28 6.1 +0.3
HFXI IQ FTSE International Equity Currency Neutral ETF 80.6 20 15 5.6 -0.1
BKIE BNY Mellon International Equity ETF 73.7 4 31 6.0 +0.3
IDEV iShares Core MSCI International Developed Markets ETF 72.0 4 31 6.0 +0.3
ESGD iShares ESG Aware MSCI EAFE ETF 68.2 20 15 5.8 +0.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 68.1 30 5 6.2 +0.5
STXI Strive International Developed Markets ETF 67.9 29 6 6.2 +0.5
SCHF Schwab International Equity ETF 66.2 6 29 6.0 +0.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 65.6 35 0 5.7 -0.0
SPDW SPDR Portfolio Developed World ex-US ETF 64.6 3 32 5.8 +0.1
VEA Vanguard FTSE Developed Markets ETF 63.9 3 32 6.0 +0.2
DFAI Dimensional International Core Equity Market ETF 63.9 18 17 6.1 +0.3
JHMD John Hancock Multifactor Developed International ETF 61.3 39 -4 6.2 +0.5
IEUR iShares Core MSCI Europe ETF 60.6 11 24 6.4 +0.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 60.1 45 -10 6.8 +1.0
SPEU SPDR Portfolio Europe ETF 59.1 7 28 6.5 +0.7
VGK Vanguard FTSE Europe ETF 58.7 6 29 6.6 +0.8
IEV iShares Europe ETF 57.8 67 -32 5.9 +0.1
DIVI Franklin International Core Dividend Tilt Index ETF 57.4 9 26 6.6 +0.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 56.8 46 -11 5.5 -0.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 56.5 41 -6 6.0 +0.2
CWI SPDR MSCI ACWI ex-US ETF 56.4 30 5 6.5 +0.8
FLEE Franklin FTSE Europe ETF 55.9 9 26 6.3 +0.5
ACWX iShares MSCI ACWI ex U.S. ETF 55.9 34 1 6.4 +0.6
DWM WisdomTree International Equity Fund 55.8 48 -13 5.7 -0.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 55.7 12 23 5.3 -0.5
IQSI IQ Candriam International Equity ETF 55.7 15 20 5.6 -0.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 55.4 40 -5 5.7 -0.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 55.1 25 10 6.2 +0.5
JIRE JPMorgan International Research Enhanced Equity ETF 54.8 24 11 5.9 +0.1
BBEU JPMorgan BetaBuilders Europe ETF 53.4 9 26 6.2 +0.5
DOL WisdomTree International LargeCap Dividend Fund 53.2 48 -13 5.7 -0.1
EFV iShares MSCI EAFE Value ETF 52.9 34 1 7.6 +1.9
FNDF Schwab Fundamental International Large Co. Index ETF 50.9 25 10 7.4 +1.6
VEU Vanguard FTSE All-World ex-US Index Fund 50.8 4 31 6.7 +1.0
INTF iShares International Equity Factor ETF 50.8 15 20 6.5 +0.8
EFG iShares MSCI EAFE Growth ETF 50.3 36 -1 3.8 -2.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 50.2 18 17 6.4 +0.6
FENI Fidelity Enhanced International ETF 49.5 28 7 5.8 +0.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 49.1 25 10 6.3 +0.6
VYMI Vanguard International High Dividend Yield ETF 49.1 17 18 8.1 +2.3
IXUS iShares Core MSCI Total International Stock ETF 48.0 7 28 6.6 +0.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 47.5 39 -4 7.0 +1.2
IMTM iShares MSCI Intl Momentum Factor ETF 47.4 30 5 4.7 -1.1
VXUS Vanguard Total International Stock ETF 47.0 5 30 6.7 +0.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 46.8 20 15 5.7 -0.1
CIL VictoryShares International Volatility Wtd ETF 46.6 45 -10 5.8 +0.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 46.2 14 21 5.3 -0.4
DMXF iShares ESG Advanced MSCI EAFE ETF 45.7 12 23 4.9 -0.8
DFSI Dimensional International Sustainability Core 1 ETF 45.4 24 11 5.7 -0.1
IVLU iShares MSCI Intl Value Factor ETF 45.1 30 5 8.1 +2.3
IVSI Applied Finance IVS International Large ETF 44.7 65 -30 6.1 +0.3
VSGX Vanguard ESG International Stock ETF 44.3 10 25 6.6 +0.8
DFIC Dimensional International Core Equity 2 ETF 43.4 23 12 6.3 +0.5
IQLT iShares MSCI Intl Quality Factor ETF 39.9 30 5 5.5 -0.2
AVDE Avantis International Equity ETF 39.8 23 12 6.2 +0.5
FRGN Horizon International Equity ETF 39.4 75 -40 7.8 +2.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 38.9 39 -4 6.2 +0.5
AVSD Avantis Responsible International Equity ETF 38.5 23 12 6.0 +0.2
TPIF Timothy Plan International ETF 36.8 62 -27 5.6 -0.1
IMFL Invesco International Developed Dynamic Multifactor ETF 35.8 34 1 5.2 -0.6
EZU iShares MSCI Eurozone ETF 34.5 52 -17 5.6 -0.2
HEZU iShares Currency Hedged MSCI Eurozone ETF 34.5 53 -18 5.5 -0.3
DIHP Dimensional International High Profitability ETF 33.9 29 6 5.8 +0.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 33.3 45 -10 5.6 -0.2
IPAC iShares Core MSCI Pacific ETF 33.0 9 26 5.5 -0.2
DXIV Dimensional International Vector Equity ETF 32.9 34 1 6.6 +0.8
VPL Vanguard FTSE Pacific ETF 32.7 7 28 5.3 -0.5
DFIV Dimensional International Value ETF 32.5 27 8 7.8 +2.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 32.0 22 13 5.8 +0.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 30.2 30 5 6.4 +0.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 29.5 24 11 6.9 +1.2
IQDG WisdomTree International Quality Dividend Growth Fund 29.3 42 -7 5.8 +0.0
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 29.3 58 -23 5.4 -0.4
QINT American Century Quality Diversified International ETF 29.0 39 -4 6.6 +0.8
NUDM Nuveen ESG International Developed Markets Equity ETF 27.9 31 4 5.6 -0.2
CGIE Capital Group International Equity ETF 27.8 54 -19 4.6 -1.2
QWLD SPDR MSCI World StrategicFactors ETF 27.7 30 5 5.2 -0.6
PPIE Putnam PanAgora ESG International Equity ETF 27.5 49 -14 6.2 +0.5
JPIN J.P. Morgan Diversified Return International Equity ETF 27.2 37 -2 7.2 +1.4
IGRO iShares International Dividend Growth ETF 27.1 15 20 6.8 +1.0
FIVA Fidelity International Value Factor ETF 27.1 18 17 7.3 +1.6
RFDI First Trust Riverfront Dynamic Developed International ETF 26.4 83 -48 7.8 +2.0
UMMA Wahed Dow Jones Islamic World ETF 26.3 65 -30 3.5 -2.3
JIVE JPMorgan International Value ETF 26.2 55 -20 8.4 +2.6
AVIV Avantis International Large Cap Value ETF 25.7 25 10 7.0 +1.2
PATN Pacer Nasdaq International Patent Leaders ETF 25.4 65 -30 4.0 -1.7
IDHQ Invesco S&P International Developed High Quality ETF 25.3 29 6 5.4 -0.3
OEFA ALPS O’Shares International Developed Quality Dividend ETF 25.1 48 -13 4.7 -1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 24.3 42 -7 4.0 -1.7
GEW Cambria Global EW ETF 24.0 29 6 5.4 -0.4
EUDG WisdomTree Europe Quality Dividend Growth Fund 23.9 58 -23 6.4 +0.7
DTH WisdomTree International High Dividend Fund 23.3 58 -23 7.4 +1.6
LVHI Franklin International Low Volatility High Dividend Index ET 23.2 40 -5 7.7 +1.9
URTH iShares MSCI World ETF 23.1 24 11 4.3 -1.5
DBJP Xtrackers MSCI Japan Hedged Equity ETF 22.9 47 -12 4.6 -1.1
EWJ iShares MSCI Japan ETF 22.9 50 -15 4.9 -0.9
FLJH Franklin FTSE Japan Hedged ETF 22.9 9 26 5.1 -0.7
FLJP Franklin FTSE Japan ETF 22.9 9 26 5.4 -0.4
HEWJ iShares Currency Hedged MSCI Japan ETF 22.9 50 -15 5.4 -0.4
BBJP JPMorgan BetaBuilders Japan ETF 22.7 19 16 5.3 -0.5
IXG iShares Global Financials ETF 22.6 42 -7 6.3 +0.5
FEZ SPDR EURO STOXX 50 ETF 22.6 29 6 5.8 -0.0
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 22.6 25 10 5.5 -0.2
DGT State Street SPDR Global Dow ETF 22.0 50 -15 5.7 -0.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 21.7 29 6 7.0 +1.3
JPXN iShares JPX-Nikkei 400 ETF 21.7 48 -13 5.4 -0.3
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 21.7 65 -30 4.2 -1.6
DEW WisdomTree Global High Dividend Fund 21.4 58 -23 7.2 +1.5
IDMO Invesco S&P International Developed Momentum ETF 21.4 25 10 5.3 -0.5
IQDF FlexShares International Quality Dividend Index Fund 21.3 47 -12 7.6 +1.8
KLMT Invesco MSCI Global Climate 500 ETF 21.0 10 25 5.0 -0.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 20.6 32 3 5.4 -0.3
FDEV Fidelity International Multifactor ETF 20.4 18 17 7.3 +1.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 20.3 47 -12 7.2 +1.5
ACWI iShares MSCI ACWI ETF 20.3 32 3 4.6 -1.1
DWMF WisdomTree International Multifactor Fund 19.8 38 -3 7.0 +1.2
PIEL Pacer International Export Leaders ETF 19.1 60 -25 4.1 -1.6
TOK iShares MSCI Kokusai ETF 18.6 26 9 4.3 -1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 18.6 25 10 5.5 -0.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 18.5 42 -7 4.1 -1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 18.4 9 26 4.9 -0.9
UIVM VictoryShares International Value Momentum ETF 18.2 35 0 8.2 +2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 18.1 9 26 4.4 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 18.1 20 15 4.7 -1.0
FIDI Fidelity International High Dividend ETF 18.0 18 17 7.3 +1.5
VT Vanguard Total World Stock ETF 17.8 6 29 5.0 -0.8
CGXU Capital Group International Focus Equity ETF 17.8 54 -19 3.8 -2.0
JHID John Hancock International High Dividend ETF 17.6 46 -11 7.9 +2.1
DXJ WisdomTree Japan Hedged Equity Fund 17.5 48 -13 5.3 -0.5
EXI iShares Global Industrials ETF 17.3 42 -7 3.6 -2.2
AQLT iShares MSCI Global Quality Factor ETF 17.2 18 17 0.0 -5.8
RCGE RockCreek Global Equality ETF 16.9 95 -60 6.2 +0.4
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 16.8 80 -45 5.6 -0.1
HEDJ WisdomTree Europe Hedged Equity Fund 16.5 58 -23 5.9 +0.2
WWJD Inspire International ETF 16.3 80 -45 6.4 +0.6
VIGI Vanguard International Dividend Appreciation ETF 16.2 10 25 6.1 +0.3
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 16.1 9 26 7.8 +2.0
DTAN Sparkline International Intangible Value ETF 15.9 55 -20 7.1 +1.3
GLOF iShares Global Equity Factor ETF 15.7 20 15 5.6 -0.2
JIG JPMorgan International Growth ETF 15.5 55 -20 3.6 -2.1
IDLV Invesco S&P International Developed Low Volatility ETF 15.3 25 10 6.5 +0.7
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 15.2 58 -23 7.1 +1.3
EUFN iShares MSCI Europe Financials ETF 15.1 51 -16 7.1 +1.4
GCOW Pacer Global Cash Cows Dividend ETF 15.1 60 -25 9.4 +3.6
IOO iShares Global 100 ETF 15.0 41 -6 3.8 -2.0
EFAD ProShares MSCI EAFE Dividend Growers ETF 14.5 50 -15 5.7 -0.0
CGDG Capital Group Dividend Growers ETF 14.4 47 -12 5.2 -0.6
FEP First Trust Europe AlphaDEX Fund 14.3 80 -45 6.8 +1.0
AIVI WisdomTree International AI Enhanced Value Fund 13.8 58 -23 6.3 +0.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 13.8 80 -45 3.6 -2.2
EWJV iShares MSCI Japan Value ETF 13.8 15 20 7.0 +1.2
BLES Inspire Global Hope ETF 13.6 61 -26 5.7 -0.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 13.3 12 23 4.4 -1.3
WRND IQ Global Equity R&D Leaders ETF 13.0 18 17 4.0 -1.8
EWU iShares MSCI United Kingdom ETF 12.7 50 -15 7.2 +1.5
INEQ Columbia International Equity Income ETF 12.5 45 -10 7.9 +2.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 12.5 65 -30 7.3 +1.5
EUDV ProShares MSCI Europe Dividend Growers ETF 12.1 55 -20 5.7 -0.0
FEUZ First Trust Eurozone AlphaDEX ETF 11.9 80 -45 6.4 +0.7
CGGO Capital Group Global Growth Equity ETF 11.7 47 -12 4.1 -1.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 11.6 80 -45 6.7 +0.9
TTAI FCF International Quality ETF 11.5 59 -24 6.8 +1.0
FLGB Franklin FTSE United Kingdom ETF 11.3 9 26 6.8 +1.1
FICS First Trust International Developed Capital Strength ETF 11.1 70 -35 6.8 +1.0
XT iShares Exponential Technologies ETF 10.7 46 -11 3.8 -1.9
FKU First Trust United Kingdom AlphaDEX Fund 10.5 80 -45 7.3 +1.5
RGEF Rockefeller Global Equity ETF 10.4 55 -20 3.8 -1.9
EPP iShares MSCI Pacific ex-Japan ETF 10.1 47 -12 5.1 -0.6
DIM WisdomTree International MidCap Dividend Fund 10.1 58 -23 6.4 +0.6
JSTC Adasina Social Justice All Cap Global ETF 10.0 89 -54 4.3 -1.4
EWQ iShares MSCI France ETF 9.9 53 -18 6.5 +0.8
JGLO JPMorgan Global Select Equity ETF 9.7 33 2 4.3 -1.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 9.7 65 -30 7.8 +2.1
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 9.3 19 16 5.5 -0.2
BKCI BNY Mellon Concentrated International ETF 9.3 80 -45 4.9 -0.9
IXN iShares Global Tech ETF 8.8 41 -6 2.6 -3.2
EWG iShares MSCI Germany ETF 8.8 50 -15 5.9 +0.2
FLGR Franklin FTSE Germany ETF 8.7 9 26 6.6 +0.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 8.4 58 -23 3.4 -2.4
SCHY Schwab International Dividend Equity ETF 8.4 14 21 8.5 +2.7
DAX Global X DAX Germany ETF 8.3 21 14 6.2 +0.4
ACWV iShares MSCI Global Min Vol Factor ETF 8.3 20 15 5.7 -0.0
IXJ iShares Global Healthcare ETF 8.1 42 -7 6.3 +0.5
FEOE First Eagle Overseas Equity ETF 8.1 79 -44 6.2 +0.5
WLDR Affinity World Leaders Equity ETF 8.0 67 -32 5.8 -0.0
DWX SPDR S&P International Dividend ETF 7.9 45 -10 6.8 +1.1
FJP First Trust Japan AlphaDEX Fund 7.8 80 -45 7.5 +1.8
IPKW Invesco International BuyBack Achievers ETF 7.8 55 -20 8.2 +2.4
CZAR Themes Natural Monopoly ETF 7.8 35 0 5.4 -0.3
RXI iShares Global Consumer Discretionary ETF 7.7 41 -6 8.2 +2.5
EWL iShares MSCI Switzerland ETF 7.6 50 -15 5.6 -0.2
IDOG ALPS International Sector Dividend Dogs ETF 7.6 50 -15 9.2 +3.4
FEGE First Eagle Global Equity ETF 7.5 79 -44 6.1 +0.3
GLBL Pacer MSCI World Industry Advantage ETF 7.4 65 -30 3.4 -2.4
CLNR IQ Cleaner Transport ETF 7.4 45 -10 3.9 -1.8
KOCG FIS Knights of Columbus Global Belief ETF 7.3 75 -40 4.4 -1.3
AGQI First Trust Active Global Quality Income ETF 7.2 85 -50 6.5 +0.7
IDV iShares International Select Dividend ETF 7.2 51 -16 9.1 +3.3
FYLD Cambria Foreign Shareholder Yield ETF 6.9 59 -24 10.2 +4.4
FLSW Franklin FTSE Switzerland ETF 6.8 9 26 5.8 -0.0
IMOM Alpha Architect International Quantitative Momentum ETF 6.7 49 -14 4.2 -1.6
VIDI Vident International Equity Strategy ETF 6.6 61 -26 8.1 +2.3
GINN Goldman Sachs Innovate Equity ETF 6.6 52 -17 3.7 -2.1
EWA iShares MSCI Australia ETF 6.4 50 -15 5.4 -0.3
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 6.3 58 -23 5.2 -0.5
FLAU Franklin FTSE Australia ETF 6.3 9 26 6.0 +0.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.2 45 -10 -0.9 -6.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 6.2 56 -21 9.8 +4.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 6.0 46 -11 7.8 +2.0
CRTC Xtrackers US National Critical Technologies ETF 5.7 35 0 4.2 -1.6
MXI iShares Global Materials ETF 5.7 41 -6 6.0 +0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.6 47 -12 5.0 -0.8
KXI iShares Global Consumer Staples ETF 5.6 41 -6 5.3 -0.4
FDD First Trust Stoxx European Select Dividend Index Fund 5.6 58 -23 9.8 +4.0
EWN iShares MSCI Netherlands ETF 5.6 50 -15 4.5 -1.2
GNR SPDR S&P Global Natural Resources ETF 5.4 40 -5 8.6 +2.8
OCEN IQ Clean Oceans ETF 5.4 45 -10 4.6 -1.2
RAYJ Rayliant SMDAM Japan Equity ETF 5.2 72 -37 2.9 -2.9
FNDC Schwab Fundamental International Small Co. Index ETF 5.2 39 -4 6.8 +1.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 5.1 65 -30 1.4 -4.4
FID First Trust S&P International Dividend Aristocrats ETF 5.1 60 -25 7.8 +2.0
DSTX Distillate International Fundamental Stability & Value ETF 5.1 55 -20 6.7 +0.9
MOTI VanEck Morningstar International Moat ETF 5.0 58 -23 10.2 +4.5
CCNR ALPS CoreCommodity Natural Resources ETF 4.9 39 -4 8.1 +2.3
NXTG First Trust Indxx NextG ETF 4.9 70 -35 3.4 -2.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.9 60 -25 3.4 -2.3
ICPY Tweedy, Browne International Insider Value ETF 4.8 80 -45 21.5 +15.8
WDIV SPDR S&P Global Dividend ETF 4.8 40 -5 9.1 +3.3
EFAS Global X MSCI SuperDividend EAFE ETF 4.7 57 -22 7.3 +1.5
QTUM Defiance Quantum ETF 4.7 40 -5 3.5 -2.2
FSZ First Trust Switzerland AlphaDEX Fund 4.7 80 -45 5.2 -0.6
BINV Brandes International ETF 4.6 70 -35 8.6 +2.9
COPY Tweedy, Browne Insider + Value ETF 4.6 80 -45 14.9 +9.2
ROBO ROBO Global Robotics & Automation Index ETF 4.6 95 -60 2.3 -3.5
KNO AXS Knowledge Leaders ETF 4.3 78 -43 4.0 -1.7
GVAL Cambria Global Value ETF 4.3 68 -33 9.0 +3.2
MOTG VanEck Morningstar Global Wide Moat ETF 4.3 52 -17 8.0 +2.2
HART IQ Healthy Hearts ETF 4.3 45 -10 5.8 +0.1
FGM First Trust Germany AlphaDEX Fund 4.2 80 -45 4.9 -0.8
AGIX KraneShares Artificial Intelligence and Technology ETF 4.2 99 -64 1.0 -4.7
KNCT Invesco Next Gen Connectivity ETF 3.9 40 -5 2.9 -2.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.9 79 -44 3.6 -2.1
SDG iShares MSCI Global Sustainable Development Goals ETF 3.9 49 -14 4.5 -1.3
IVAL Alpha Architect International Quantitative Value ETF 3.7 49 -14 7.7 +2.0
EWP iShares MSCI Spain ETF 3.7 50 -15 6.0 +0.2
IXP iShares Global Comm Services ETF 3.7 42 -7 5.7 -0.1
IBAT iShares Energy Storage & Materials ETF 3.7 47 -12 1.5 -4.3
JDOC JPMorgan Healthcare Leaders ETF 3.6 65 -30 3.5 -2.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 3.6 49 -14 6.1 +0.3
HRTS Tema Heart & Health ETF 3.6 75 -40 2.9 -2.8
CARZ First Trust NASDAQ Global Auto Index Fund 3.6 70 -35 2.2 -3.5
IXC iShares Global Energy ETF 3.6 44 -9 7.3 +1.6
DVYA iShares Asia/Pacific Dividend ETF 3.6 49 -14 7.1 +1.4
EWD iShares MSCI Sweden ETF 3.5 54 -19 5.1 -0.7
IBOT Vaneck Robotics ETF 3.5 47 -12 3.2 -2.5
IQRA IQ CBRE Real Assets ETF 3.5 65 -30 5.9 +0.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 3.5 70 -35 6.9 +1.1
POW VistaShares Electrification Supercycle ETF 3.5 75 -40 2.0 -3.8
FAN First Trust Global Wind Energy ETF 3.4 60 -25 2.8 -3.0
DIVS SmartETFs Dividend Builder ETF 3.4 65 -30 4.5 -1.3
JXI iShares Global Utilities ETF 3.3 43 -8 5.2 -0.6
FLAX Franklin FTSE Asia Ex Japan ETF 3.2 19 16 7.1 +1.4
EWI iShares MSCI Italy ETF 3.2 50 -15 10.8 +5.0
AGNG Global X Aging Population ETF 3.2 50 -15 4.4 -1.4
SAGP Strategas Global Policy Opportunities ETF 3.2 65 -30 4.9 -0.9
BMED Future Health ETF 3.1 85 -50 1.3 -4.5
DINT Davis Select International ETF 3.1 55 -20 6.1 +0.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.1 70 -35 3.8 -2.0
DRIV Global X Autonomous & Electric Vehicles ETF 3.1 68 -33 2.9 -2.8
NATO Themes Transatlantic Defense ETF 3.0 35 0 1.9 -3.9
TINY ProShares Nanotechnology ETF 3.0 58 -23 1.3 -4.5
FBOT Fidelity Disruptive Automation ETF 3.0 50 -15 2.9 -2.9
PICK iShares MSCI Global Metals & Mining Producers ETF 2.9 39 -4 8.0 +2.2
WDNA WisdomTree BioRevolution Fund 2.9 45 -10 -2.2 -8.0
PCGG Polen Capital Global Growth ETF 2.9 85 -50 3.9 -1.9
DFIS Dimensional International Small Cap ETF 2.9 39 -4 6.1 +0.4
HAP VanEck Natural Resources ETF 2.8 50 -15 6.8 +1.0
GINX SGI Enhanced Global Income ETF 2.8 98 -63 6.7 +0.9
BULD Pacer BlueStar Engineering the Future ETF 2.8 60 -25 0.3 -5.5
CANC Tema Oncology ETF 2.7 75 -40 -2.4 -8.2
FPAG FPA Global Equity ETF 2.6 49 -14 5.8 +0.1
AIQ Global X Artificial Intelligence & Technology ETF 2.6 68 -33 2.7 -3.1
TRFK Pacer Data and Digital Revolution ETF 2.6 60 -25 1.8 -4.0
OAIM OneAscent International Equity ETF 2.5 95 -60 4.7 -1.1
MOTO SmartETFs Smart Transportation & Technology ETF 2.5 68 -33 5.2 -0.6
GII SPDR S&P Global Infrastructure ETF 2.5 40 -5 4.3 -1.5
IGF iShares Global Infrastructure ETF 2.5 41 -6 4.2 -1.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.5 59 -24 3.3 -2.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.5 68 -33 0.5 -5.2
SHPP Pacer Industrials and Logistics ETF 2.3 60 -25 6.6 +0.8
DTEC ALPS Disruptive Technologies ETF 2.3 50 -15 3.6 -2.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.3 75 -40 1.7 -4.0
NETZ TCW Transform Systems ETF 2.2 75 -40 1.3 -4.5
ION ProShares S&P Global Core Battery Metals ETF 2.2 58 -23 5.9 +0.1
DWLD Davis Select Worldwide ETF 2.2 63 -28 6.7 +1.0
SNSR Global X Internet of Things ETF 2.2 68 -33 3.2 -2.6
IQM Franklin Intelligent Machines ETF 2.2 50 -15 1.1 -4.7
AIA iShares Asia 50 ETF 2.1 50 -15 7.7 +1.9
SRVR Pacer Data & Infrastructure Real Estate ETF 2.1 55 -20 3.7 -2.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.1 49 -14 7.9 +2.2
IPAV Global X Infrastructure Development ex-U.S. ETF 2.0 55 -20 5.7 -0.0
FDTX Fidelity Disruptive Technology ETF 2.0 50 -15 1.5 -4.2
EV Mast Global Battery Recycling & Production ETF 2.0 65 -30 6.3 +0.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.9 45 -10 1.8 -3.9
APIE ActivePassive International Equity ETF 1.9 45 -10 6.4 +0.7
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.9 46 -11 5.0 -0.7
ISCF iShares International SmallCap Equity Factor ETF 1.9 23 12 7.3 +1.5
FPXI First Trust International Equity Opportunities ETF 1.9 70 -35 3.7 -2.1
EWH iShares MSCI Hong Kong ETF 1.9 50 -15 5.4 -0.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.9 61 -26 1.5 -4.3
NUKZ Range Nuclear Renaissance Index ETF 1.9 85 -50 1.3 -4.4
VCLN Virtus Duff & Phelps Clean Energy ETF 1.8 59 -24 2.2 -3.6
FINE Themes European Luxury ETF 1.8 35 0 3.7 -2.1
GDOC Goldman Sachs Future Health Care Equity ETF 1.8 75 -40 1.0 -4.8
OGIG ALPS O'Shares Global Internet Giants ETF 1.7 48 -13 2.5 -3.3
URA Global X Uranium ETF 1.7 69 -34 0.9 -4.9
JADE JPMorgan Active Developing Markets Equity ETF 1.7 65 -30 6.1 +0.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.7 75 -40 6.0 +0.3
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.7 12 23 8.8 +3.0
EDEN iShares MSCI Denmark ETF 1.7 53 -18 6.4 +0.7
PRNT 3D Printing ETF 1.6 66 -31 1.2 -4.6
EWS iShares MSCI Singapore ETF 1.6 50 -15 4.2 -1.6
ICOP iShares Copper and Metals Mining ETF 1.6 47 -12 5.6 -0.2
CLOD Themes Cloud Computing ETF 1.6 35 0 3.0 -2.7
COPX Global X Copper Miners ETF 1.6 65 -30 4.3 -1.5
BOTZ Global X Robotics & Artificial Intelligence ETF 1.6 69 -34 1.8 -3.9
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 1.6 10 25 8.6 +2.9
TCAI Tortoise AI Infrastructure ETF 1.6 65 -30 1.2 -4.6
ARTY iShares Future AI & Tech ETF 1.6 47 -12 2.4 -3.4
HELX Franklin Genomic Advancements ETF 1.6 50 -15 -1.4 -7.1
COPA Themes Copper Miners ETF 1.5 35 0 3.1 -2.6
VOLT Tema Electrification ETF 1.5 75 -40 2.4 -3.4
IFGL iShares International Developed Real Estate ETF 1.5 48 -13 7.5 +1.7
ERET iShares Environmentally Aware Real Estate ETF 1.5 30 5 6.9 +1.1
OZEM Roundhill GLP-1 & Weight Loss ETF 1.5 59 -24 5.5 -0.2
THNR Amplify Weight Loss Drug & Treatment ETF 1.5 59 -24 5.9 +0.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.5 80 -45 6.9 +1.1
BATT Amplify Lithium & Battery Technology ETF 1.5 59 -24 1.9 -3.9
SMOG VanEck Low Carbon Energy ETF 1.5 61 -26 1.2 -4.6
BNGE First Trust S-Network Streaming and Gaming ETF 1.4 70 -35 3.1 -2.7
IDNA iShares Genomics Immunology and Healthcare ETF 1.4 47 -12 -0.3 -6.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 1.4 33 2 6.7 +1.0
ASEA Global X FTSE Southeast Asia ETF 1.3 65 -30 5.5 -0.2
FFLC Fidelity Fundamental Large Cap Core ETF 1.3 38 -3 3.9 -1.9
DISV Dimensional International Small Cap Value ETF 1.3 42 -7 8.1 +2.4
GSIB Themes Global Systemically Important Banks ETF 1.3 35 0 8.3 +2.6
EFNL iShares MSCI Finland ETF 1.3 56 -21 5.5 -0.3
FBCV Fidelity Blue Chip Value ETF 1.3 59 -24 5.8 +0.0
GNOM Global X Genomics & Biotechnology ETF 1.3 50 -15 -2.6 -8.4
MBOX Freedom Day Dividend ETF 1.3 39 -4 6.7 +0.9
PINK Simplify Health Care ETF 1.3 50 -15 0.9 -4.9
MEDX Horizon Kinetics Medical ETF 1.3 85 -50 1.5 -4.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.3 65 -30 5.2 -0.6
SWP SWP Growth & Income ETF 1.3 99 -64 4.2 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 1.3 60 -25 5.2 -0.5
FDNI First Trust Dow Jones International Internet ETF 1.3 65 -30 24.7 +19.0
ANEW ProShares MSCI Transformational Changes ETF 1.2 45 -10 4.4 -1.4
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 1.2 75 -40 3.4 -2.4
SHLD Global X Defense Tech ETF 1.2 50 -15 3.1 -2.7
PAWZ ProShares Pet Care ETF 1.2 50 -15 4.4 -1.4
EIS iShares MSCI Israel ETF 1.2 58 -23 6.4 +0.7
DRNZ REX Drone ETF 1.2 65 -30 -1.6 -7.4
BWEB Bitwise Web3 ETF 1.1 85 -50 -0.1 -5.9
EWK iShares MSCI Belgium ETF 1.1 50 -15 3.8 -1.9
IBUY Amplify Online Retail ETF 1.1 65 -30 2.3 -3.4
DFNL Davis Select Financial ETF 1.1 63 -28 7.6 +1.9
ARVR First Trust Indxx Metaverse ETF 1.1 70 -35 3.6 -2.1
MDEV First Trust Indxx Medical Devices ETF 1.1 70 -35 5.1 -0.7
GPT Intelligent Alpha Atlas ETF 1.1 69 -34 6.1 +0.4
GGME Invesco Next Gen Media and Gaming ETF 1.1 60 -25 4.4 -1.3
TIIV AAM Todd International Intrinsic Value ETF 1.1 54 -19 9.7 +4.0
TOLL Tema Durable Quality ETF 1.1 75 -40 3.8 -1.9
ARKX ARK Space Exploration & Innovation ETF 1.0 75 -40 -0.0 -5.8
FFND Future Fund Active ETF 1.0 100 -65 4.3 -1.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -50 2.8 -2.9
CHAT Roundhill Generative AI & Technology ETF 1.0 75 -40 3.9 -1.8
METV Roundhill Ball Metaverse ETF 1.0 59 -24 8.1 +2.3
FDFF Fidelity Disruptive Finance ETF 1.0 50 -15 5.6 -0.1
IDRV iShares Self-driving EV & Tech ETF 1.0 47 -12 1.3 -4.5
PBD Invesco Global Clean Energy ETF 0.9 75 -40 0.2 -5.6
QUVU Hartford Quality Value ETF 0.9 46 -11 5.6 -0.2
MINV Matthews Asia Innovators Active ETF 0.9 79 -44 5.1 -0.6
IVRS iShares Future Metaverse Tech and Communications ETF 0.9 47 -12 5.2 -0.5
FRNW Fidelity Clean Energy ETF 0.9 39 -4 1.7 -4.0
IGPT Invesco AI and Next Gen Software ETF 0.9 60 -25 2.4 -3.4
HUMN Roundhill Humanoid Robotics ETF 0.8 75 -40 1.1 -4.7
HYDR Global X Hydrogen ETF 0.8 50 -15 -4.8 -10.6
BUYZ Franklin Disruptive Commerce ETF 0.8 50 -15 2.5 -3.3
RWO SPDR Dow Jones Global Real Estate ETF 0.8 50 -15 6.3 +0.6
RWX SPDR Dow Jones International Real Estate ETF 0.8 59 -24 7.4 +1.6
JETS U.S. Global Jets ETF 0.8 60 -25 2.5 -3.2
UFO Procure Space ETF 0.8 75 -40 -0.1 -5.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.8 39 -4 0.9 -4.8
FLV American Century Focused Large Cap Value ETF 0.8 42 -7 6.0 +0.2
DIVY Sound Equity Dividend Income ETF 0.8 45 -10 8.1 +2.3
NDIV Amplify Natural Resources Dividend Income ETF 0.8 59 -24 11.5 +5.7
TMFG Motley Fool Global Opportunities ETF 0.8 85 -50 3.7 -2.0
LOUP Innovator Deepwater Frontier Tech ETF 0.8 70 -35 0.8 -5.0
ISRA VanEck Israel ETF 0.8 59 -24 5.9 +0.1
BAI iShares AI Innovation and Tech Active ETF 0.8 55 -20 0.9 -4.8
RSHO Tema American Reshoring ETF 0.8 75 -40 3.4 -2.3
REET iShares Global REIT ETF 0.7 14 21 7.0 +1.2
DFGR Dimensional Global Real Estate ETF 0.7 22 13 7.0 +1.2
AKAF The Frontier Economic Fund 0.7 20 15 5.2 -0.6
BITQ Bitwise Crypto Industry Innovators ETF 0.7 85 -50 -2.1 -7.9
ISHP First Trust Nasdaq Retail ETF 0.7 60 -25 5.5 -0.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.7 72 -37 2.2 -3.6
BCDF Horizon Kinetics Blockchain Development ETF 0.7 85 -50 3.9 -1.9
AIS VistaShares Artificial Intelligence Supercycle ETF 0.7 75 -40 0.9 -4.9
ARKF ARK Fintech Innovation ETF 0.7 75 -40 0.3 -5.4
TRFM AAM Transformers ETF 0.7 49 -14 1.0 -4.8
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.7 78 -43 9.7 +3.9
FDRR Fidelity Dividend ETF for Rising Rates 0.7 15 20 5.7 -0.1
VGSR Vert Global Sustainable Real Estate ETF 0.7 47 -12 7.0 +1.2
WUGI AXS Esoterica NextG Economy ETF 0.7 75 -40 1.4 -4.4
PRAY FIS Christian Stock Fund 0.7 69 -34 3.9 -1.8
AVRE Avantis Real Estate ETF 0.7 17 18 6.8 +1.0
GMET VanEck Green Metals ETF 0.6 63 -28 0.5 -5.3
AKRE Akre Focus ETF 0.6 106 -71 4.3 -1.5
CGUS Capital Group Core Equity ETF 0.6 33 2 3.6 -2.2
CGDV Capital Group Dividend Value ETF 0.6 33 2 3.8 -1.9
ENOR iShares MSCI Norway ETF 0.6 53 -18 7.6 +1.8
NORW Global X MSCI Norway ETF 0.6 50 -15 7.6 +1.9
FTAG First Trust Indxx Global Agriculture ETF 0.6 70 -35 7.2 +1.5
IBLC iShares Blockchain and Tech ETF 0.6 47 -12 -1.2 -7.0
PNQI Invesco NASDAQ Internet ETF 0.6 60 -25 3.8 -1.9
PIO Invesco Global Water ETF 0.6 75 -40 4.5 -1.3
EIRL iShares MSCI Ireland ETF 0.5 50 -15 7.1 +1.4
ODDS Pacer BlueStar Digital Entertainment ETF 0.5 60 -25 4.7 -1.1
EIPX FT Energy Income Partners Strategy ETF 0.5 95 -60 5.8 +0.0
MILN Global X Millennial Consumer ETF 0.5 50 -15 4.2 -1.6
FDCF Fidelity Disruptive Communications ETF 0.5 50 -15 1.9 -3.9
BLOK Amplify Transformational Data Sharing ETF 0.5 75 -40 -0.1 -5.9
FVD First Trust Value Line Dividend Index Fund 0.5 65 -30 5.8 -0.0
OND ProShares On-Demand ETF 0.5 58 -23 0.5 -5.3
ERTH Invesco MSCI Sustainable Future ETF 0.5 62 -27 3.0 -2.8
ESPO VanEck Video Gaming and eSports ETF 0.5 56 -21 6.7 +1.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 14 2.9 -2.9
FDVV Fidelity High Dividend ETF 0.5 15 20 6.6 +0.9
LIT Global X Lithium & Battery Tech ETF 0.5 75 -40 5.0 -0.8
RVRB Reverb ETF 0.5 30 5 3.8 -2.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.5 68 -33 2.5 -3.3
SLX VanEck Steel ETF 0.5 56 -21 10.1 +4.3
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 -10 7.3 +1.5
TOGA Tremblant Global ETF 0.4 69 -34 -0.2 -5.9
ARB AltShares Merger Arbitrage ETF 0.4 77 -42 2.6 -3.2
SUPL ProShares Supply Chain Logistics ETF 0.4 58 -23 7.4 +1.6
ICLN iShares Global Clean Energy ETF 0.4 41 -6 1.7 -4.1
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 10 4.5 -1.3
OBOR KraneShares MSCI One Belt One Road Index ETF 0.4 79 -44 7.5 +1.8
FMED Fidelity Disruptive Medicine ETF 0.4 50 -15 -1.2 -7.0
AADR AdvisorShares Dorsey Wright ADR ETF 0.4 110 -75 3.1 -2.7
MOO VanEck Agribusiness ETF 0.4 53 -18 9.2 +3.4
NERD Roundhill Video Games ETF 0.4 50 -15 8.1 +2.4
EMC Global X Emerging Markets Great Consumer ETF 0.4 75 -40 7.1 +1.3
SOCL Global X Social Media ETF 0.4 65 -30 12.5 +6.8
WTRE WisdomTree New Economy Real Estate Fund 0.4 58 -23 -0.3 -6.1
CGW Invesco S&P Global Water Index ETF 0.4 57 -22 4.6 -1.2
TBLU Tortoise Global Water ESG ETF 0.4 40 -5 4.6 -1.2
LRGF iShares U.S. Equity Factor ETF 0.4 8 27 4.6 -1.2
XITK State Street SPDR FactSet Innovative Technology ETF 0.4 45 -10 0.1 -5.7
IZRL ARK Israel Innovative Technology ETF 0.4 49 -14 1.3 -4.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 15 0.8 -5.0
ACVF American Conservative Values ETF 0.4 75 -40 3.7 -2.1
ARKW ARK Next Generation Internet ETF 0.4 87 -52 0.7 -5.1
CBSE Clough Select Equity ETF 0.4 85 -50 0.3 -5.4
DFNV Donoghue Forlines Innovation ETF 0.4 69 -34 3.6 -2.2
FDG American Century Focused Dynamic Growth ETF 0.4 45 -10 1.7 -4.0
GGRW Gabelli Growth Innovators ETF 0.4 90 -55 2.0 -3.8
IYC iShares U.S. Consumer Discretionary ETF 0.4 40 -5 3.6 -2.1
PWB Invesco Large Cap Growth ETF 0.4 56 -21 2.0 -3.8
QGRO American Century U.S. Quality Growth ETF 0.4 29 6 3.9 -1.8
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -65 2.9 -2.8
TTAC FCF US Quality ETF 0.4 59 -24 5.6 -0.2
NBDS Neuberger Berman Disrupters ETF 0.4 55 -20 0.7 -5.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 -1 4.1 -1.7
GQI Natixis Gateway Quality Income ETF 0.4 34 1 4.6 -1.2
IWFG IQ Winslow Focused Large Cap Growth ETF 0.4 65 -30 2.1 -3.6
LOWV AB US Low Volatility Equity ETF 0.4 48 -13 4.3 -1.4
ABOT Abacus FCF Innovation Leaders ETF 0.4 69 -34 3.7 -2.1
LOGO Alpha Brands Consumption Leaders ETF 0.4 69 -34 2.5 -3.2
AGRW Allspring LT Large Growth ETF 0.4 35 0 3.3 -2.5
DUNK Dana Unconstrained Equity ETF 0.4 75 -40 1.9 -3.9
JEDI Defiance Drone and Modern Warfare ETF 0.3 69 -34 0.8 -4.9
PSP Invesco Global Listed Private Equity ETF 0.3 106 -71 6.9 +1.2
AAUM Tema Alternative Asset Managers ETF 0.3 99 -64 5.3 -0.5
EWO iShares MSCI Austria ETF 0.3 50 -15 7.6 +1.8
WAR U.S. Global Tech and Aerospace & Defense ETF 0.3 60 -25 0.1 -5.7
FSST Fidelity Sustainable U.S. Equity ETF 0.3 59 -24 3.4 -2.3
HERO Global X Video Games & Esports ETF 0.3 50 -15 6.0 +0.3
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.4 +1.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 20 8.8 +3.1
EBLU Ecofin Global Water ESG Fund 0.3 40 -5 4.6 -1.2
ETHO Etho Climate Leadership U.S. ETF 0.3 47 -12 4.2 -1.5
BYRE Principal Real Estate Active Opportunities ETF 0.3 65 -30 6.9 +1.1
AOTG AOT Growth and Innovation ETF 0.3 75 -40 1.2 -4.6
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.3 86 -51 13.4 +7.6
BPAY BlackRock Future Financial and Technology ETF 0.3 70 -35 5.8 +0.1
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 -12 5.1 -0.7
CRAK VanEck Oil Refiners ETF 0.3 61 -26 9.2 +3.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.3 12 23 3.4 -2.4
AVDS Avantis International Small Cap Equity ETF 0.3 30 5 6.0 +0.3
OPTZ Optimize Strategy Index ETF 0.3 50 -15 3.4 -2.4
WSGE Warren Street Global Equity ETF 0.3 80 -45 2.9 -2.9
VEGI iShares MSCI Agriculture Producers ETF 0.3 39 -4 7.7 +1.9
SPAM Themes Cybersecurity ETF 0.3 35 0 2.0 -3.7
IWY iShares Russell Top 200 Growth ETF 0.3 20 15 3.5 -2.3
CGGR Capital Group Growth ETF 0.3 39 -4 2.6 -3.2
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 23 4.9 -0.8
KROP Global X AgTech & Food Innovation ETF 0.3 50 -15 6.8 +1.0
BUZZ VanEck Social Sentiment ETF 0.3 75 -40 -0.7 -6.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.3 45 -10 -1.4 -7.1
AVDV Avantis International Small Cap Value ETF 0.3 36 -1 7.7 +1.9
GDX VanEck Gold Miners ETF 0.3 51 -16 3.2 -2.6
AUAU Global X Gold Miners ETF 0.3 35 0 2.8 -3.0
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -35 6.7 +0.9
EIPI FT Energy Income Partners Enhanced Income ETF 0.2 110 -75 5.4 -0.4
MEM Matthews Emerging Markets Equity Active ETF 0.2 79 -44 8.5 +2.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.2 35 0 3.4 -2.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 -1 7.6 +1.9
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.2 86 -51 0.3 -5.4
XDAT Franklin Exponential Data ETF 0.2 50 -15 1.1 -4.6
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 0 4.3 -1.5
IWF iShares Russell 1000 Growth ETF 0.2 19 16 14.2 +8.4
VONG Vanguard Russell 1000 Growth ETF 0.2 7 28 3.5 -2.2
STXG Strive 1000 Growth ETF 0.2 18 17 3.2 -2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 6 4.0 -1.8
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.2 95 -60 10.0 +4.3
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.2 60 -25 9.2 +3.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -31 7.2 +1.4
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 -10 8.1 +2.3
IVES Wedbush ETFMG Global Cloud Technology ETF 0.2 68 -33 3.5 -2.2
WGMI Valkyrie Bitcoin Miners ETF 0.2 75 -40 -2.5 -8.3
CHPX Global X AI Semiconductor & Quantum ETF 0.2 50 -15 1.6 -4.2
AIPO Defiance AI & Power Infrastructure ETF 0.2 69 -34 0.7 -5.0
YNOT Horizon Digital Frontier ETF 0.2 75 -40 2.5 -3.3
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 0.2 75 -40 1.8 -4.0
TINT ProShares Smart Materials ETF 0.2 58 -23 5.4 -0.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.2 15 20 3.9 -1.9
STXV Strive 1000 Value ETF 0.2 18 17 6.8 +1.0
SPRE SP Funds S&P Global REIT Sharia ETF 0.2 55 -20 5.3 -0.5
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 26 4.1 -1.7
EBIZ Global X E-Commerce ETF 0.2 50 -15 4.9 -0.9
STRV Strive 500 ETF 0.2 5 30 4.1 -1.7
GPZ VanEck Alternative Asset Manager ETF 0.2 40 -5 5.3 -0.5
USEW Cambria US EW ETF 0.2 30 5 4.1 -1.7
PPH VanEck Pharmaceutical ETF 0.2 36 -1 6.9 +1.2
ENZL iShares MSCI New Zealand ETF 0.2 50 -15 3.9 -1.9
ITEQ BlueStar Israel Technology ETF 0.2 75 -40 1.1 -4.7
FDHT Fidelity Digital Health ETF 0.2 39 -4 1.7 -4.0
SDIV Global X Superdividend ETF 0.2 58 -23 13.8 +8.0
JGRO JPMorgan Active Growth ETF 0.2 44 -9 2.4 -3.3
CIBR First Trust NASDAQ Cybersecurity ETF 0.2 60 -25 3.5 -2.3
FINX Global X FinTech ETF 0.2 68 -33 3.2 -2.6
GVIP Goldman Sachs Hedge Industry VIP ETF 0.2 45 -10 2.4 -3.4
ONLN ProShares Online Retail ETF 0.2 58 -23 1.4 -4.4
CGV Conductor Global Equity Value ETF 0.2 130 -95 7.7 +1.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.2 42 -7 4.0 -1.7
ALRG Allspring LT Large Core ETF 0.2 28 7 3.5 -2.3
CZA Invesco Zacks Mid-Cap ETF 0.2 72 -37 5.9 +0.1
PEX ProShares Global Listed Private Equity ETF 0.2 81 -46 12.2 +6.5
CTEC Global X CleanTech ETF 0.2 50 -15 -0.1 -5.8
BETZ Roundhill Sports Betting & iGaming ETF 0.2 75 -40 3.5 -2.3
SETM Sprott Energy Transition Materials ETF 0.2 65 -30 1.7 -4.0
GXLC Global X U.S. 500 ETF 0.2 2 33 4.1 -1.7
RUNN Running Oak Efficient Growth ETF 0.2 58 -23 4.9 -0.9
BOAT SonicShares Global Shipping ETF 0.2 69 -34 21.3 +15.6
RNRG Global X Renewable Energy Producers ETF 0.2 66 -31 4.3 -1.5
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -40 4.1 -1.6
CUT Invesco MSCI Global Timber ETF 0.1 61 -26 8.6 +2.9
WOOD iShares Global Timber & Forestry ETF 0.1 42 -7 11.7 +5.9
IWL iShares Russell Top 200 ETF 0.1 15 20 3.9 -1.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -24 8.6 +2.8
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 20 8.0 +2.2
HEAL Global X HealthTech ETF 0.1 50 -15 -1.5 -7.3
GDXJ VanEck Junior Gold Miners ETF 0.1 52 -17 3.2 -2.5
AWAY ETFMG Travel Tech ETF 0.1 76 -41 1.1 -4.7
RECS Columbia Research Enhanced Core ETF 0.1 15 20 5.3 -0.5
ETEC iShares Breakthrough Environmental Solutions ETF 0.1 47 -12 2.7 -3.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.1 75 -40 6.6 +0.9
SILJ ETFMG Prime Junior Silver Miners ETF 0.1 69 -34 0.5 -5.3
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 17 3.9 -1.9
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 28 9.5 +3.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 25 4.2 -1.6
EVX VanEck Environmental Services ETF 0.1 55 -20 4.1 -1.7
ARKQ ARK Autonomous Technology & Robotics ETF 0.1 75 -40 0.9 -4.9
PPA Invesco Aerospace & Defense ETF 0.1 58 -23 1.8 -3.9
TMAT Main Thematic Innovation ETF 0.1 164 -129 -1.9 -7.7
FFOG Franklin Focused Growth ETF 0.1 61 -26 1.6 -4.2
AIRL Themes Airlines ETF 0.1 35 0 1.6 -4.1
IWB iShares Russell 1000 ETF 0.1 15 20 4.1 -1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 35 4.1 -1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 28 4.1 -1.7
VONE Vanguard Russell 1000 ETF 0.1 7 28 4.2 -1.6
DFUS Dimensional U.S. Equity ETF 0.1 9 26 4.1 -1.7
AQWA Global X Clean Water ETF 0.1 50 -15 5.1 -0.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.1 20 15 4.5 -1.2
IWV iShares Russell 3000 ETF 0.1 20 15 4.0 -1.8
GURU Global X Guru Index ETF 0.1 75 -40 2.4 -3.3
JAVA JPMorgan Active Value ETF 0.1 44 -9 5.5 -0.3
VTHR Vanguard Russell 3000 ETF 0.1 7 28 4.1 -1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.1 79 -44 4.1 -1.7
GOP Unusual Whales Subversive Republican Trading ETF 0.1 50 -15 4.3 -1.5
APUE ActivePassive U.S. Equity ETF 0.1 45 -10 3.9 -1.9
STXM Strive Mid-Cap ETF 0.1 18 17 5.8 +0.1
ASLV Allspring Special Large Value ETF 0.1 35 0 5.2 -0.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 24 7.9 +2.1
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 10 8.8 +3.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 -4 13.7 +8.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 -15 8.1 +2.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 -14 13.4 +7.7
JAPN Horizon Kinetics Japan Owner Operator ETF 0.1 85 -50 6.1 +0.3
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 -14 8.6 +2.8
GXC SPDR S & P China ETF 0.1 59 -24 18.6 +12.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 24 4.1 -1.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.1 30 5 4.0 -1.7
EMM Global X Emerging Markets ex-China ETF 0.1 75 -40 4.7 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 17 4.6 -1.1
FMET Fidelity Metaverse ETF 0.1 39 -4 4.3 -1.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 3 3.9 -1.9
QQMG Invesco ESG NASDAQ 100 ETF 0.1 20 15 3.1 -2.7
QQQ Invesco QQQ Trust Series I 0.1 20 15 3.2 -2.6
QQQM Invesco NASDAQ 100 ETF 0.1 15 20 3.2 -2.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.1 60 -25 4.2 -1.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.1 20 15 4.0 -1.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.1 49 -14 7.3 +1.6
QQLV Invesco QQQ Low Volatility ETF 0.1 25 10 4.3 -1.5
AUMI Themes Gold Miners ETF 0.1 35 0 3.6 -2.2
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 23 3.3 -2.5
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.1 60 -25 5.4 -0.4
INDS Pacer Industrial Real Estate ETF 0.1 55 -20 6.2 +0.4
AFK VanEck Africa Index ETF 0.1 98 -63 11.2 +5.5
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 6 6.6 +0.8
GLCR GlacierShares Nasdaq Iceland ETF 0.1 95 -60 3.2 -2.6
BJK VanEck Gaming ETF 0.1 65 -30 4.5 -1.3
RITA ETFB Green SRI REITs ETF 0.1 50 -15 5.5 -0.2
DFAU Dimensional US Core Equity Market ETF 0.1 12 23 4.3 -1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 21 4.1 -1.6
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -14 4.8 -0.9
URAN Themes Uranium & Nuclear ETF 0.1 35 0 1.0 -4.7
PRF Invesco FTSE RAFI US 1000 ETF 0.1 34 1 5.6 -0.2
GKAT Scharf Global Opportunity ETF 0.1 57 -22 5.8 0.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 15 6.0 +0.2
REMX VanEck Rare Earth/Strategic Metals ETF 0.1 54 -19 2.7 -3.1
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 15 6.1 +0.3
REAI Intelligent Real Estate ETF 0.1 59 -24 5.6 -0.2
EQL Alps Equal Sector Weight ETF 0.1 25 10 5.1 -0.7
RING iShares MSCI Global Gold Miners ETF 0.1 39 -4 3.8 -2.0
BUG Global X Cybersecurity ETF 0.1 51 -16 2.5 -3.3
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -10 1.0 -4.8
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.1 60 -25 2.7 -3.1
IHAK iShares Cybersecurity & Tech ETF 0.1 47 -12 3.5 -2.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.1 12 23 5.6 -0.1
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 13 5.0 -0.7
WCBR WisdomTree Cybersecurity Fund 0.1 45 -10 2.2 -3.5
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -55 3.1 -2.7
AOTS AOT Software Platform ETF 0.1 49 -14 4.6 -1.2
NLR VanEck Uranium+Nuclear Energy ETF 0.0 61 -26 1.7 -4.1
STCE Schwab Crypto Thematic ETF 0.0 30 5 2.4 -3.4
TNUK Tortoise Nuclear Renaissance ETF 0.0 75 -40 0.8 -5.0
SIL Global X Silver Miners ETF 0.0 65 -30 1.9 -3.8
SLVP iShares MSCI Global Silver Miners ETF 0.0 39 -4 4.4 -1.3
AGMI Themes Silver Miners ETF 0.0 35 0 4.3 -1.5
RW Rainwater Equity ETF 0.0 125 -90 3.0 -2.8
FCLD Fidelity Cloud Computing ETF 0.0 39 -4 3.0 -2.8
DAK Dakota Active Equity ETF 0.0 43 -8 3.7 -2.1
DCOR Dimensional US Core Equity 1 ETF 0.0 14 21 4.6 -1.2
RVER Trenchless Fund ETF 0.0 65 -30 0.6 -5.2
VUSG Vanguard Wellington U.S. Growth Active ETF 0.0 35 0 2.5 -3.3
RAUS RACWI US ETF 0.0 15 20 4.1 -1.6
ECOW Pacer Emerging Markets Cash Cows 100 ETF 0.0 70 -35 9.5 +3.7
FDEM Fidelity Emerging Markets Multifactor ETF 0.0 25 10 10.4 +4.6
FLCH Franklin FTSE China ETF 0.0 19 16 18.0 +12.2
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.0 44 -9 9.5 +3.8
SCHE Schwab Emerging Markets Equity ETF 0.0 11 24 9.5 +3.8
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 28 9.2 +3.4
VFQY Vanguard U.S. Quality Factor ETF 0.0 13 22 5.5 -0.2
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.0 32 3 13.7 +8.0
DVYE iShares Emerging Markets Dividend ETF 0.0 49 -14 17.9 +12.2
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 3 7.4 +1.7
MCH Matthews China Active ETF 0.0 79 -44 14.6 +8.8
CGRO CoreValues Alpha Greater China Growth ETF 0.0 75 -40 5.2 -0.6
HYP Golden Eagle Dynamic Hypergrowth ETF 0.0 85 -50 -0.8 -6.5
DAT ProShares Big Data Refiners ETF 0.0 58 -23 3.0 -2.7
FPWR First Trust EIP Power Solutions ETF 0.0 96 -61 4.3 -1.5
BCOR Grayscale Bitcoin Adopters ETF 0.0 59 -24 2.0 -3.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.0 17 18 4.7 -1.1
SFY SoFi Select 500 ETF 0.0 0 35 3.7 -2.1
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 18 6.4 +0.7
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 20 5.7 -0.1
SRET Global X SuperDividend REIT ETF 0.0 59 -24 12.6 +6.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.0 15 20 4.9 -0.8
TMFM Motley Fool Mid-Cap Growth ETF 0.0 85 -50 2.1 -3.6
WCLD WisdomTree Cloud Computing Fund 0.0 45 -10 1.4 -4.4
GVLU Gotham 1000 Value ETF 0.0 50 -15 8.3 +2.5
STXK Strive Small-Cap ETF 0.0 18 17 5.2 -0.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 10 6.2 +0.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 10 6.1 +0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 6 5.6 -0.2
CLOU Global X Cloud Computing ETF 0.0 68 -33 2.5 -3.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 -4 2.3 -3.5
GWX SPDR S&P International Small Cap ETF 0.0 40 -5 5.9 +0.1
UAE iShares MSCI UAE ETF 0.0 59 -24 0.0 -5.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -30 0.0 -5.8
EBI Longview Advantage ETF 0.0 35 0 5.9 +0.2

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

  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:		 iShares Currency Hedged MSCI EAFE ETF
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 12.3 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 5.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 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.