iShares ESG MSCI EM Leaders ETF
ALTAR
Score™		 12.9% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 10.9x P/Sales
ratio		 1.5x
P/BV
ratio		 1.3x Div.
yield		 2.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
LDEM tracks a tier-weighted index composed of emerging market large- and midcap stocks with high environmental, social, and governance traits relative to their sector peers.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Blackrock
Website www.blackrock.com
Inception date Feb 05, 2020
Assets (mns) $33
Currency USD
Expense ratio 17 bp
Distributions Semi-annual

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 425
Wgt avg mkt cap (mns) $165,247
Large cap (>$10bn) 79.4%
Mid cap ($2-10bn) 20.2%
Small cap (<$2bn) 0.1%
Developed mkts 3.7%
Emerging mkts 96.3%

TOP TEN HOLDINGS
SK HYNIX INC 5.5 %
TAIWAN SEMICONDUCTOR MANUFAC 5.2 %
TENCENT HOLDINGS LTD 4.9 %
ALIBABA GROUP HOLDING LTD. 4.4 %
DELTA ELECTRONICS INC 2.4 %
CHINA CONSTRUCTION BANK-H 2.2 %
RELIANCE INDUSTRIES LTD 1.7 %
SK SQUARE CO., LTD. 1.5 %
IND & COMM BK OF CHINA - H 1.3 %
SAMSUNG ELECTRO-MECHANICS CO 1.2 %
Total 30.1 %

TOP COUNTRY EXPOSURE
CHINA 26.0 %
TAIWAN 16.7 %
SOUTH KOREA 16.5 %
INDIA 8.8 %
SOUTH AFRICA 5.3 %
BRAZIL 3.4 %
SAUDI ARABIA 2.6 %
HONG KONG 2.4 %
MEXICO 2.4 %
MALAYSIA 1.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
5.0% 5.8% 3.0% -- 4.9%

Market Correlations
versus... Beta R-squared
S&P500 1.23 63%
MSCI EAFE 1.04 68%
MSCI Emg. Mkts. 0.76 92%

Technical Indicators
Recent close $60.69
30d moving avg. $59.72
Annualized volatility 17.6%
Short interest (ETF) 0.1%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.2%
Bid/Ask (% of price) 0.14%
ADV underlying (mns) $18,285

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 449 potential alternatives to the iShares ESG MSCI EM Leaders ETF ETF based on the alternatives' overlap in portfolio holdings with LDEM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: LDEM Expense: 17 bp ALTAR Score™: 12.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH LDEM
Ticker Fund
Name		 Overlap1
vs LDEM
(%)		 Expense
ratio
(bp)		 Savings
vs LDEM
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs LDEM
(%)
ESGE iShares ESG Aware MSCI EM ETF 49.8 25 -8 8.1 -4.8
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 45.1 69 -52 7.6 -5.3
NUEM Nuveen ESG Emerging Markets Equity ETF 44.9 36 -19 5.8 -7.1
EEM iShares MSCI Emerging Markets ETF 44.6 69 -52 7.7 -5.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 43.6 30 -13 7.9 -5.0
JHEM John Hancock Multifactor Emerging Markets ETF 43.3 49 -32 7.5 -5.4
EEMA iShares MSCI Emerging Markets Asia ETF 42.7 49 -32 7.4 -5.5
ECON Columbia Emerging Markets Consumer ETF 42.0 49 -32 6.4 -6.4
BKF iShares MSCI BIC ETF 41.4 69 -52 15.7 +2.9
IEMG iShares Core MSCI Emerging Markets ETF 39.8 9 8 8.1 -4.8
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 39.3 39 -22 13.4 +0.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 39.2 70 -53 6.8 -6.1
PXH Invesco FTSE RAFI Emerging Markets ETF 38.8 49 -32 13.4 +0.5
EMGF iShares Emerging Markets Equity Factor ETF 38.3 25 -8 8.8 -4.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 38.3 30 -13 7.4 -5.4
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 37.7 15 2 8.0 -4.9
EMXC iShares MSCI Emerging Markets ex China ETF 37.6 25 -8 4.9 -8.0
SCHE Schwab Emerging Markets Equity ETF 37.5 11 6 9.5 -3.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 37.5 66 -49 7.3 -5.5
BKEM BNY Mellon Emerging Markets Equity ETF 36.7 11 6 24.1 +11.2
AIA iShares Asia 50 ETF 36.5 50 -33 7.3 -5.6
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 36.3 24 -7 5.0 -7.9
STXE Strive Emerging Markets Ex-China ETF 36.1 32 -15 5.1 -7.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 36.0 36 -19 7.5 -5.4
DFAE Dimensional Emerging Core Equity Market ETF 35.9 35 -18 6.9 -6.0
VWO Vanguard FTSE Emerging Markets ETF 35.6 7 10 9.3 -3.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 35.3 32 -15 7.6 -5.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 34.2 41 -24 6.8 -6.0
SPEM SPDR Portfolio Emerging Markets ETF 34.2 7 10 9.5 -3.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 33.7 15 2 8.9 -4.0
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 33.5 45 -28 8.0 -4.9
FLAX Franklin FTSE Asia Ex Japan ETF 33.1 19 -2 7.0 -5.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 32.9 33 -16 6.7 -6.2
DFEV Dimensional Emerging Markets Value ETF 32.8 43 -26 9.1 -3.8
GMF SPDR S&P Emerging Asia Pacific ETF 32.2 49 -32 8.6 -4.3
AVEM Avantis Emerging Markets Equity ETF 32.0 33 -16 6.9 -6.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 31.9 38 -21 6.9 -6.0
DEHP Dimensional Emerging Markets High Profitability ETF 31.5 41 -24 4.8 -8.1
VEXC Vanguard Emerging Markets Ex-China ETF 31.1 7 10 5.6 -7.2
EMC Global X Emerging Markets Great Consumer ETF 30.9 75 -58 7.1 -5.8
XCEM Columbia EM Core ex-China ETF 30.9 16 1 4.8 -8.1
XCNY SPDR S&P Emerging Markets ex-China ETF 30.0 15 2 5.6 -7.3
EMMF WisdomTree Emerging Markets Multifactor Fund 30.0 48 -31 8.6 -4.3
EMDM First Trust Bloomberg Emerging Market Democracies ETF 29.6 75 -58 6.2 -6.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 29.4 50 -33 7.9 -5.0
MCHI iShares MSCI China ETF 29.1 59 -42 22.3 +9.4
AVSE Avantis Responsible Emerging Markets Equity ETF 28.5 33 -16 6.5 -6.4
GXC SPDR S & P China ETF 28.4 59 -42 20.5 +7.6
FLCH Franklin FTSE China ETF 28.1 19 -2 19.9 +7.0
EEMO Invesco S&P Emerging Markets Momentum ETF 27.9 29 -12 6.2 -6.7
FTHF First Trust Emerging Markets Human Flourishing ETF 27.9 75 -58 5.4 -7.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 27.0 59 -42 8.4 -4.4
MEM Matthews Emerging Markets Equity Active ETF 26.6 79 -62 8.6 -4.3
JADE JPMorgan Active Developing Markets Equity ETF 26.5 65 -48 5.9 -6.9
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 25.1 25 -8 6.0 -6.9
DEXC Dimensional Emerging Markets ex China Core EquityETF 24.6 53 -36 4.9 -8.0
ROAM Hartford Multifactor Emerging Markets ETF 24.4 44 -27 7.5 -5.3
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 23.5 88 -71 8.5 -4.4
PATN Pacer Nasdaq International Patent Leaders ETF 22.8 65 -48 4.0 -8.9
FDEM Fidelity Emerging Markets Multifactor ETF 22.5 25 -8 10.5 -2.4
FXI iShares China Large-Cap ETF 22.5 74 -57 22.6 +9.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 22.4 32 -15 4.6 -8.2
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 22.1 44 -27 9.7 -3.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 22.0 33 -16 5.9 -6.9
RNEM First Trust Emerging Markets Equity Select ETF 21.1 75 -58 8.2 -4.6
EVLU iShares MSCI Emerging Markets Value Factor ETF 20.8 35 -18 10.0 -2.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 19.7 32 -15 16.3 +3.4
XC WisdomTree Emerging Markets Ex-China Fund 19.5 32 -15 6.9 -6.0
FRDM Freedom 100 Emerging Markets ETF 18.6 49 -32 5.2 -7.7
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 18.4 40 -23 6.1 -6.7
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 17.9 60 -43 9.6 -3.2
EMM Global X Emerging Markets ex-China ETF 17.9 75 -58 4.6 -8.3
ACWX iShares MSCI ACWI ex U.S. ETF 17.8 34 -17 6.4 -6.5
DEM WisdomTree Emerging Markets High Dividend Fund 17.6 63 -46 10.1 -2.8
VSGX Vanguard ESG International Stock ETF 17.1 10 7 6.6 -6.3
UEVM VictoryShares Emerging Markets Value Momentum ETF 16.3 45 -28 9.9 -3.0
EWT iShares MSCI Taiwan ETF 16.2 58 -41 2.6 -10.3
FLTW Franklin FTSE Taiwan ETF 16.2 19 -2 2.9 -9.9
AVES Avantis Emerging Markets Value ETF 16.2 36 -19 9.0 -3.9
VEU Vanguard FTSE All-World ex-US Index Fund 16.2 4 13 6.7 -6.2
MCH Matthews China Active ETF 15.8 79 -62 16.1 +3.2
EWY iShares MSCI South Korea ETF 15.6 58 -41 3.1 -9.8
IXUS iShares Core MSCI Total International Stock ETF 15.4 7 10 6.6 -6.3
KTEC KraneShares Hang Seng TECH Index ETF 15.4 69 -52 26.2 +13.3
JCHI JPMorgan Active China ETF 15.4 65 -48 16.9 +4.0
EELV Invesco S&P Emerging Markets Low Volatility ETF 15.3 29 -12 9.2 -3.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 15.3 18 -1 6.4 -6.5
FLKR Franklin FTSE South Korea ETF 15.3 9 8 3.9 -8.9
VXUS Vanguard Total International Stock ETF 15.2 5 12 6.6 -6.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 15.1 41 -24 5.9 -7.0
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 14.8 86 -69 14.9 +2.0
FRGN Horizon International Equity ETF 14.5 75 -58 7.9 -5.0
MINV Matthews Asia Innovators Active ETF 14.4 79 -62 5.8 -7.1
KWEB KraneShares CSI China Internet ETF 13.8 69 -52 29.7 +16.8
FDNI First Trust Dow Jones International Internet ETF 13.6 65 -48 28.0 +15.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 12.4 42 -25 4.2 -8.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 11.3 30 -13 6.4 -6.5
CWI SPDR MSCI ACWI ex-US ETF 11.0 30 -13 6.4 -6.4
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 10.9 90 -73 3.3 -9.6
TCHI iShares MSCI China Multisector Tech ETF 10.5 59 -42 16.6 +3.7
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 10.5 80 -63 7.1 -5.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 10.3 47 -30 7.2 -5.6
VYMI Vanguard International High Dividend Yield ETF 10.1 17 0 8.0 -4.9
FEM First Trust Emerging Markets AlphaDEX Fund 9.7 80 -63 8.7 -4.1
CGXU Capital Group International Focus Equity ETF 9.7 54 -37 3.8 -9.1
JIG JPMorgan International Growth ETF 9.6 55 -38 3.6 -9.3
IQDF FlexShares International Quality Dividend Index Fund 9.6 47 -30 7.5 -5.3
VPL Vanguard FTSE Pacific ETF 9.4 7 10 5.0 -7.9
CHIQ Global X MSCI China Consumer Discretionary ETF 9.4 65 -48 16.8 +3.9
ACWV iShares MSCI Global Min Vol Factor ETF 9.3 20 -3 5.8 -7.1
WRND IQ Global Equity R&D Leaders ETF 9.3 18 -1 4.0 -8.9
INDA iShares MSCI India ETF 9.0 65 -48 4.9 -7.9
CLNR IQ Cleaner Transport ETF 8.9 45 -28 4.0 -8.9
KNCT Invesco Next Gen Connectivity ETF 8.6 40 -23 2.8 -10.1
OAIM OneAscent International Equity ETF 8.1 95 -78 4.4 -8.5
JIVE JPMorgan International Value ETF 8.0 55 -38 8.1 -4.7
IXN iShares Global Tech ETF 8.0 41 -24 2.5 -10.4
EYLD Cambria Emerging Shareholder Yield ETF 7.9 66 -49 8.8 -4.1
ABLG Abacus FCF International Leaders ETF 7.8 59 -42 6.8 -6.1
ARTY iShares Future AI & Tech ETF 7.8 47 -30 2.2 -10.7
CGRO CoreValues Alpha Greater China Growth ETF 7.6 75 -58 7.9 -5.0
FLIN Franklin FTSE India ETF 7.3 19 -2 4.4 -8.5
IGRO iShares International Dividend Growth ETF 7.3 15 2 6.8 -6.0
AQLT iShares MSCI Global Quality Factor ETF 7.3 18 -1 0.0 -12.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 7.2 80 -63 6.8 -6.1
NFTY First Trust India NIFTY 50 Equal Weight ETF 6.9 80 -63 5.4 -7.5
INDY iShares India 50 ETF 6.9 89 -72 5.7 -7.1
RXI iShares Global Consumer Discretionary ETF 6.9 41 -24 9.1 -3.8
CQQQ Invesco China Technology ETF 6.9 70 -53 18.9 +6.0
DVYE iShares Emerging Markets Dividend ETF 6.9 49 -32 17.8 +4.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 6.9 75 -58 1.7 -11.1
MOTI VanEck Morningstar International Moat ETF 6.9 58 -41 10.5 -2.4
FLLA Franklin FTSE Latin America ETF 6.8 19 -2 10.7 -2.2
UMMA Wahed Dow Jones Islamic World ETF 6.8 65 -48 3.5 -9.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.8 20 -3 4.7 -8.2
MOTG VanEck Morningstar Global Wide Moat ETF 6.8 52 -35 8.1 -4.8
CHAT Roundhill Generative AI & Technology ETF 6.7 75 -58 4.0 -8.8
DOL WisdomTree International LargeCap Dividend Fund 6.7 48 -31 5.6 -7.2
EPI WisdomTree India Earnings Fund 6.7 85 -68 5.5 -7.3
AIS VistaShares Artificial Intelligence Supercycle ETF 6.7 75 -58 0.8 -12.0
ACWI iShares MSCI ACWI ETF 6.4 32 -15 4.6 -8.2
AIVC Amplify Bloomberg AI Value Chain ETF 6.3 59 -42 3.3 -9.6
ANEW ProShares MSCI Transformational Changes ETF 6.2 45 -28 4.2 -8.6
IXP iShares Global Comm Services ETF 6.2 42 -25 5.9 -7.0
FBOT Fidelity Disruptive Automation ETF 6.2 50 -33 2.9 -10.0
IDHQ Invesco S&P International Developed High Quality ETF 6.1 29 -12 5.1 -7.8
FMET Fidelity Metaverse ETF 6.0 39 -22 4.3 -8.6
ECOW Pacer Emerging Markets Cash Cows 100 ETF 6.0 70 -53 9.9 -3.0
AIQ Global X Artificial Intelligence & Technology ETF 5.9 68 -51 2.7 -10.2
IGPT Invesco AI and Next Gen Software ETF 5.8 60 -43 2.2 -10.7
FLN First Trust Latin America AlphaDEX Fund 5.8 80 -63 10.1 -2.8
JSTC Adasina Social Justice All Cap Global ETF 5.8 89 -72 4.3 -8.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.8 12 5 4.5 -8.4
ADIV SmartETFs Asia Pacific Dividend Builder ETF 5.7 78 -61 9.5 -3.4
VT Vanguard Total World Stock ETF 5.7 6 11 5.0 -7.9
KLMT Invesco MSCI Global Climate 500 ETF 5.6 10 7 4.9 -7.9
XT iShares Exponential Technologies ETF 5.6 46 -29 3.8 -9.0
SOCL Global X Social Media ETF 5.5 65 -48 14.2 +1.3
EZA iShares MSCI South Africa ETF 5.4 58 -41 9.9 -3.0
METV Roundhill Ball Metaverse ETF 5.4 59 -42 7.3 -5.6
BNGE First Trust S-Network Streaming and Gaming ETF 5.4 70 -53 3.2 -9.7
EDIV SPDR S&P Emerging Markets Dividend ETF 5.3 49 -32 9.4 -3.5
GLOF iShares Global Equity Factor ETF 5.2 20 -3 5.5 -7.4
UIVM VictoryShares International Value Momentum ETF 5.1 35 -18 8.1 -4.8
ODDS Pacer BlueStar Digital Entertainment ETF 5.0 60 -43 5.1 -7.8
ESPO VanEck Video Gaming and eSports ETF 5.0 56 -39 6.4 -6.5
WWJD Inspire International ETF 5.0 80 -63 6.5 -6.4
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 5.0 75 -58 3.2 -9.7
IBAT iShares Energy Storage & Materials ETF 4.9 47 -30 1.6 -11.3
SCHY Schwab International Dividend Equity ETF 4.8 14 3 8.8 -4.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 4.7 80 -63 3.9 -9.0
NXTG First Trust Indxx NextG ETF 4.6 70 -53 3.4 -9.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.6 65 -48 7.4 -5.5
VIDI Vident International Equity Strategy ETF 4.6 61 -44 8.2 -4.7
BAI iShares AI Innovation and Tech Active ETF 4.5 55 -38 0.9 -12.0
PIEL Pacer International Export Leaders ETF 4.4 60 -43 4.1 -8.8
AFK VanEck Africa Index ETF 4.4 98 -81 11.2 -1.7
TINY ProShares Nanotechnology ETF 4.3 58 -41 1.3 -11.6
CHPX Global X AI Semiconductor & Quantum ETF 4.3 50 -33 1.5 -11.4
SCHF Schwab International Equity ETF 4.1 6 11 5.9 -7.0
DSTX Distillate International Fundamental Stability & Value ETF 4.1 55 -38 6.7 -6.1
GINN Goldman Sachs Innovate Equity ETF 4.0 52 -35 3.7 -9.2
IBLC iShares Blockchain and Tech ETF 4.0 47 -30 -1.3 -14.2
ARVR First Trust Indxx Metaverse ETF 3.9 70 -53 3.5 -9.4
VEA Vanguard FTSE Developed Markets ETF 3.9 3 14 5.9 -6.9
OCEN IQ Clean Oceans ETF 3.9 45 -28 4.7 -8.2
AGQI First Trust Active Global Quality Income ETF 3.9 85 -68 6.5 -6.4
AGIX KraneShares Artificial Intelligence and Technology ETF 3.9 99 -82 1.0 -11.9
DTCR Global X Data Center & Digital Infrastructure ETF 3.8 50 -33 3.6 -9.2
HFXI IQ FTSE International Equity Currency Neutral ETF 3.7 20 -3 5.6 -7.3
GVAL Cambria Global Value ETF 3.7 68 -51 8.4 -4.5
DWX SPDR S&P International Dividend ETF 3.6 45 -28 7.0 -5.9
SDEM Global X MSCI SuperDividend Emerging Markets ETF 3.6 67 -50 12.5 -0.3
PCGG Polen Capital Global Growth ETF 3.6 85 -68 4.0 -8.9
ILF iShares Latin America 40 ETF 3.6 48 -31 9.7 -3.2
FCA First Trust China AlphaDEX Fund 3.5 80 -63 9.1 -3.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.4 45 -28 1.8 -11.1
SPDW SPDR Portfolio Developed World ex-US ETF 3.4 3 14 5.8 -7.0
PBD Invesco Global Clean Energy ETF 3.4 75 -58 0.4 -12.5
EWZ iShares MSCI Brazil ETF 3.3 58 -41 10.2 -2.7
JPIN J.P. Morgan Diversified Return International Equity ETF 3.3 37 -20 7.2 -5.7
OGIG ALPS O'Shares Global Internet Giants ETF 3.2 48 -31 2.4 -10.5
IXG iShares Global Financials ETF 3.2 42 -25 6.2 -6.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.2 9 8 4.8 -8.1
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 3.1 60 -43 6.8 -6.1
BLES Inspire Global Hope ETF 3.1 61 -44 5.9 -7.0
FLBR Franklin FTSE Brazil ETF 3.1 19 -2 11.2 -1.6
GEW Cambria Global EW ETF 3.0 29 -12 5.4 -7.4
SDG iShares MSCI Global Sustainable Development Goals ETF 2.9 49 -32 4.8 -8.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.9 46 -29 7.8 -5.0
IMFL Invesco International Developed Dynamic Multifactor ETF 2.9 34 -17 5.3 -7.5
IBUY Amplify Online Retail ETF 2.9 65 -48 2.5 -10.4
POW VistaShares Electrification Supercycle ETF 2.9 75 -58 2.3 -10.6
FNDF Schwab Fundamental International Large Co. Index ETF 2.8 25 -8 7.4 -5.5
FID First Trust S&P International Dividend Aristocrats ETF 2.8 60 -43 7.8 -5.1
OBOR KraneShares MSCI One Belt One Road Index ETF 2.7 79 -62 7.3 -5.5
TRFK Pacer Data and Digital Revolution ETF 2.7 60 -43 1.8 -11.1
GSIB Themes Global Systemically Important Banks ETF 2.6 35 -18 8.0 -4.9
TPIF Timothy Plan International ETF 2.6 62 -45 5.7 -7.2
WDIV SPDR S&P Global Dividend ETF 2.6 40 -23 9.2 -3.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.6 39 -22 1.2 -11.6
KSA iShares MSCI Saudi Arabia ETF 2.6 74 -57 0.0 -12.9
FLSA Franklin FTSE Saudi Arabia ETF 2.6 39 -22 0.0 -12.9
IDRV iShares Self-driving EV & Tech ETF 2.6 47 -30 1.7 -11.2
PICK iShares MSCI Global Metals & Mining Producers ETF 2.5 39 -22 8.3 -4.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.5 45 -28 6.8 -6.1
VIGI Vanguard International Dividend Appreciation ETF 2.5 10 7 6.1 -6.8
INCO Columbia India Consumer ETF 2.4 75 -58 2.3 -10.6
FLMX Franklin FTSE Mexico ETF 2.4 19 -2 9.7 -3.2
EWW iShares MSCI Mexico ETF 2.4 50 -33 9.1 -3.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.3 24 -7 7.1 -5.8
CARZ First Trust NASDAQ Global Auto Index Fund 2.3 70 -53 2.4 -10.5
DGT State Street SPDR Global Dow ETF 2.3 50 -33 5.7 -7.2
CGGO Capital Group Global Growth Equity ETF 2.2 47 -30 4.1 -8.8
ISHP First Trust Nasdaq Retail ETF 2.2 60 -43 5.8 -7.1
OND ProShares On-Demand ETF 2.1 58 -41 0.6 -12.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.1 65 -48 1.3 -11.6
DEW WisdomTree Global High Dividend Fund 2.1 58 -41 7.4 -5.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.1 68 -51 3.6 -9.3
ERTH Invesco MSCI Sustainable Future ETF 2.1 62 -45 3.6 -9.2
DWLD Davis Select Worldwide ETF 2.0 63 -46 7.4 -5.5
DINT Davis Select International ETF 2.0 55 -38 6.4 -6.4
ROBO ROBO Global Robotics & Automation Index ETF 2.0 95 -78 2.4 -10.5
FDCF Fidelity Disruptive Communications ETF 2.0 50 -33 1.8 -11.1
EPOL iShares MSCI Poland ETF 2.0 59 -42 8.5 -4.4
ASEA Global X FTSE Southeast Asia ETF 1.9 65 -48 5.2 -7.6
SMOG VanEck Low Carbon Energy ETF 1.9 61 -44 1.4 -11.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.9 72 -55 2.8 -10.1
KGRN KraneShares MSCI China Clean Technology Index ETF 1.9 79 -62 4.4 -8.5
EWM iShares MSCI Malaysia ETF 1.9 50 -33 6.8 -6.1
MOTO SmartETFs Smart Transportation & Technology ETF 1.9 68 -51 5.6 -7.2
BATT Amplify Lithium & Battery Technology ETF 1.8 59 -42 2.1 -10.8
FEOE First Eagle Overseas Equity ETF 1.8 79 -62 6.2 -6.6
KURE KraneShares MSCI All China Health Care Index ETF 1.8 65 -48 2.4 -10.4
NDIA Global X India Active ETF 1.7 75 -58 5.5 -7.4
GGME Invesco Next Gen Media and Gaming ETF 1.7 60 -43 4.4 -8.5
BUYZ Franklin Disruptive Commerce ETF 1.7 50 -33 2.6 -10.3
OSEA Harbor International Compounders ETF 1.7 55 -38 4.6 -8.3
IPAV Global X Infrastructure Development ex-U.S. ETF 1.6 55 -38 6.2 -6.7
LIT Global X Lithium & Battery Tech ETF 1.6 75 -58 5.9 -7.0
CGIE Capital Group International Equity ETF 1.6 54 -37 4.6 -8.3
RCGE RockCreek Global Equality ETF 1.6 95 -78 6.3 -6.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.4 47 -30 5.3 -7.6
IQM Franklin Intelligent Machines ETF 1.4 50 -33 1.1 -11.7
BWEB Bitwise Web3 ETF 1.4 85 -68 -0.1 -13.0
UAE iShares MSCI UAE ETF 1.4 59 -42 0.0 -12.9
FEGE First Eagle Global Equity ETF 1.4 79 -62 6.1 -6.7
CCNR ALPS CoreCommodity Natural Resources ETF 1.3 39 -22 8.4 -4.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.3 49 -32 6.1 -6.8
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.3 86 -69 0.3 -12.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.2 58 -41 3.6 -9.3
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -58 4.6 -8.2
ION ProShares S&P Global Core Battery Metals ETF 1.2 58 -41 7.2 -5.7
CRAK VanEck Oil Refiners ETF 1.2 61 -44 6.9 -6.0
PIN Invesco India ETF 1.2 78 -61 5.5 -7.4
RING iShares MSCI Global Gold Miners ETF 1.1 39 -22 3.5 -9.4
FNDC Schwab Fundamental International Small Co. Index ETF 1.1 39 -22 6.7 -6.1
EV Mast Global Battery Recycling & Production ETF 1.1 65 -48 6.4 -6.4
ICPY Tweedy, Browne International Insider Value ETF 1.1 80 -63 20.9 +8.1
CGDG Capital Group Dividend Growers ETF 1.1 47 -30 5.4 -7.5
GMET VanEck Green Metals ETF 1.0 63 -46 0.8 -12.1
EXI iShares Global Industrials ETF 1.0 42 -25 3.7 -9.1
HAP VanEck Natural Resources ETF 1.0 50 -33 6.6 -6.3
OTGL OTG Latin America ETF 1.0 269 -252 8.0 -4.9
URA Global X Uranium ETF 1.0 69 -52 1.2 -11.7
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.0 12 5 9.3 -3.6
COPY Tweedy, Browne Insider + Value ETF 1.0 80 -63 14.7 +1.9
THD iShares MSCI Thailand ETF 1.0 58 -41 0.0 -12.9
BRAZ Global X Brazil Active ETF 0.9 75 -58 10.1 -2.8
FFOG Franklin Focused Growth ETF 0.9 61 -44 1.6 -11.3
GCOW Pacer Global Cash Cows Dividend ETF 0.9 60 -43 9.6 -3.2
COLO Global X MSCI Colombia ETF 0.9 62 -45 14.2 +1.4
FPXI First Trust International Equity Opportunities ETF 0.9 70 -53 4.2 -8.7
EPU iShares MSCI Peru and Global Exposure ETF 0.9 59 -42 4.3 -8.5
CNYA iShares MSCI China A ETF 0.8 60 -43 7.0 -5.9
JGLO JPMorgan Global Select Equity ETF 0.8 33 -16 4.3 -8.6
IOO iShares Global 100 ETF 0.8 41 -24 3.8 -9.0
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 0.8 65 -48 6.8 -6.1
FTAG First Trust Indxx Global Agriculture ETF 0.8 70 -53 7.3 -5.6
ETEC iShares Breakthrough Environmental Solutions ETF 0.8 47 -30 3.4 -9.4
KXI iShares Global Consumer Staples ETF 0.8 41 -24 5.7 -7.2
IQSI IQ Candriam International Equity ETF 0.8 15 2 5.6 -7.3
CTEC Global X CleanTech ETF 0.8 50 -33 0.0 -12.9
CGGR Capital Group Growth ETF 0.7 39 -22 2.6 -10.3
OZEM Roundhill GLP-1 & Weight Loss ETF 0.7 59 -42 6.0 -6.9
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.7 10 7 9.3 -3.5
GREK Global X MSCI Greece ETF 0.7 57 -40 8.4 -4.5
IDOG ALPS International Sector Dividend Dogs ETF 0.7 50 -33 9.6 -3.2
CGV Conductor Global Equity Value ETF 0.6 130 -113 7.9 -5.0
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 -25 7.6 -5.3
DTAN Sparkline International Intangible Value ETF 0.6 55 -38 7.3 -5.6
DFNL Davis Select Financial ETF 0.6 63 -46 7.6 -5.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.6 19 -2 5.4 -7.5
ICLN iShares Global Clean Energy ETF 0.6 41 -24 2.2 -10.7
DRGN Themes China Generative Artificial Intelligence ETF 0.6 39 -22 11.4 -1.5
FPAG FPA Global Equity ETF 0.6 49 -32 5.8 -7.1
THNR Amplify Weight Loss Drug & Treatment ETF 0.6 59 -42 6.2 -6.6
SILJ ETFMG Prime Junior Silver Miners ETF 0.6 69 -52 0.6 -12.3
NUKZ Range Nuclear Renaissance Index ETF 0.6 85 -68 1.7 -11.2
VGK Vanguard FTSE Europe ETF 0.6 6 11 6.8 -6.1
EDOG ALPS Emerging Sector Dividend Dogs ETF 0.6 60 -43 11.1 -1.7
ECH iShares MSCI Chile ETF 0.6 58 -41 8.2 -4.7
IPKW Invesco International BuyBack Achievers ETF 0.6 55 -38 8.1 -4.8
SDIV Global X Superdividend ETF 0.6 58 -41 14.6 +1.7
SPEU SPDR Portfolio Europe ETF 0.6 7 10 6.8 -6.1
FDLS Inspire Fidelis Multi Factor ETF 0.5 76 -59 3.2 -9.7
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -55 6.1 -6.8
JHDV John Hancock U.S. High Dividend ETF 0.5 34 -17 6.0 -6.8
FFND Future Fund Active ETF 0.5 100 -83 4.5 -8.4
TNUK Tortoise Nuclear Renaissance ETF 0.5 75 -58 1.0 -11.9
FLEE Franklin FTSE Europe ETF 0.5 9 8 6.6 -6.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 -3 5.9 -7.0
VEGI iShares MSCI Agriculture Producers ETF 0.5 39 -22 7.5 -5.3
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 8 6.5 -6.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.5 58 -41 9.2 -3.7
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.5 65 -48 8.3 -4.6
SRVR Pacer Data & Infrastructure Real Estate ETF 0.5 55 -38 4.7 -8.2
FDD First Trust Stoxx European Select Dividend Index Fund 0.5 58 -41 10.1 -2.7
GLIN VanEck India Growth Leaders ETF 0.5 77 -60 5.9 -7.0
TUR iShares MSCI Turkey ETF 0.5 58 -41 15.8 +2.9
BKIE BNY Mellon International Equity ETF 0.5 4 13 18.1 +5.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.5 70 -53 4.3 -8.6
AGMI Themes Silver Miners ETF 0.5 35 -18 4.1 -8.8
BMED Future Health ETF 0.5 85 -68 1.0 -11.9
APIE ActivePassive International Equity ETF 0.5 45 -28 6.5 -6.4
PGJ Invesco Golden Dragon China ETF 0.5 70 -53 18.5 +5.7
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 8 6.6 -6.2
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 0.4 55 -38 7.0 -5.9
QAT iShares MSCI Qatar ETF 0.4 59 -42 58.2 +45.4
SHPP Pacer Industrials and Logistics ETF 0.4 60 -43 6.8 -6.0
CGW Invesco S&P Global Water Index ETF 0.4 57 -40 4.7 -8.1
SETM Sprott Energy Transition Materials ETF 0.4 65 -48 2.0 -10.8
GDXJ VanEck Junior Gold Miners ETF 0.4 52 -35 3.1 -9.8
GDX VanEck Gold Miners ETF 0.4 51 -34 3.0 -9.9
EMIF iShares Emerging Markets Infrastructure ETF 0.4 60 -43 2.9 -9.9
BINV Brandes International ETF 0.4 70 -53 8.7 -4.2
EBIZ Global X E-Commerce ETF 0.4 50 -33 5.1 -7.8
SUPL ProShares Supply Chain Logistics ETF 0.4 58 -41 8.0 -4.9
MXI iShares Global Materials ETF 0.3 41 -24 6.1 -6.7
JXI iShares Global Utilities ETF 0.3 43 -26 5.7 -7.1
DGIN VanEck Digital India ETF 0.3 71 -54 1.5 -11.3
INQQ India Internet & Ecommerce ETF 0.3 86 -69 0.6 -12.3
SIL Global X Silver Miners ETF 0.3 65 -48 1.9 -11.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.3 58 -41 8.6 -4.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.3 46 -29 5.7 -7.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 -8 5.5 -7.4
JETS U.S. Global Jets ETF 0.3 60 -43 2.7 -10.2
COPX Global X Copper Miners ETF 0.3 65 -48 4.1 -8.8
ICOP iShares Copper and Metals Mining ETF 0.3 47 -30 5.4 -7.4
PIO Invesco Global Water ETF 0.3 75 -58 4.7 -8.2
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 -30 5.3 -7.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 -22 7.0 -5.9
GII SPDR S&P Global Infrastructure ETF 0.2 40 -23 4.7 -8.2
IGF iShares Global Infrastructure ETF 0.2 41 -24 4.6 -8.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.2 38 -21 3.9 -8.9
SLVP iShares MSCI Global Silver Miners ETF 0.2 39 -22 4.2 -8.6
MOO VanEck Agribusiness ETF 0.2 53 -36 9.1 -3.8
AVRE Avantis Real Estate ETF 0.2 17 0 7.4 -5.4
RWX SPDR Dow Jones International Real Estate ETF 0.2 59 -42 7.9 -5.0
DFGR Dimensional Global Real Estate ETF 0.2 22 -5 7.6 -5.2
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 -33 6.8 -6.1
REET iShares Global REIT ETF 0.2 14 3 7.5 -5.4
MDEV First Trust Indxx Medical Devices ETF 0.2 70 -53 4.8 -8.1
SNSR Global X Internet of Things ETF 0.2 68 -51 3.3 -9.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.2 79 -62 3.8 -9.1
GNR SPDR S&P Global Natural Resources ETF 0.2 40 -23 8.3 -4.6
ARKF ARK Fintech Innovation ETF 0.2 75 -58 0.2 -12.7
BOAT SonicShares Global Shipping ETF 0.2 69 -52 16.8 +3.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.2 15 2 4.0 -8.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 9 6.4 -6.5
FEP First Trust Europe AlphaDEX Fund 0.2 80 -63 7.2 -5.6
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -63 7.0 -5.9
SLX VanEck Steel ETF 0.2 56 -39 10.6 -2.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.2 68 -51 1.9 -11.0
FDHT Fidelity Digital Health ETF 0.2 39 -22 1.8 -11.1
NERD Roundhill Video Games ETF 0.2 50 -33 7.5 -5.4
HERO Global X Video Games & Esports ETF 0.2 50 -33 5.6 -7.3
INTF iShares International Equity Factor ETF 0.1 15 2 6.5 -6.4
VCLN Virtus Duff & Phelps Clean Energy ETF 0.1 59 -42 2.8 -10.1
SCHC Schwab International Small-Cap Equity ETF 0.1 11 6 6.6 -6.3
VRAI Virtus Real Asset Income ETF 0.1 55 -38 8.7 -4.2
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.1 80 -63 12.6 -0.3
COPA Themes Copper Miners ETF 0.1 35 -18 2.9 -10.0
FTRI First Trust Indxx Global Natural Resources Income ETF 0.1 70 -53 6.8 -6.0
CVY Invesco Zacks Multi-Asset Income ETF 0.1 106 -89 10.5 -2.4
AUAU Global X Gold Miners ETF 0.1 35 -18 2.7 -10.2
AADR AdvisorShares Dorsey Wright ADR ETF 0.1 110 -93 3.3 -9.5
EPHE iShares MSCI Philippines ETF 0.1 59 -42 0.0 -12.9
AGNG Global X Aging Population ETF 0.1 50 -33 4.4 -8.5
VGSR Vert Global Sustainable Real Estate ETF 0.1 47 -30 7.6 -5.3
VYM Vanguard High Dividend Yield Index ETF 0.1 6 11 6.3 -6.6
BLDG Cambria Global Real Estate ETF 0.1 60 -43 11.8 -1.1
GNOM Global X Genomics & Biotechnology ETF 0.1 50 -33 -1.9 -14.8
EIDO iShares MSCI Indonesia ETF 0.1 59 -42 11.8 -1.1
IDX VanEck Indonesia Index ETF 0.1 57 -40 10.4 -2.5
IXJ iShares Global Healthcare ETF 0.1 42 -25 6.3 -6.6
PNQI Invesco NASDAQ Internet ETF 0.1 60 -43 3.8 -9.1
TIIV AAM Todd International Intrinsic Value ETF 0.1 54 -37 9.8 -3.1
SHLD Global X Defense Tech ETF 0.1 50 -33 3.4 -9.5
WOOD iShares Global Timber & Forestry ETF 0.1 42 -25 11.9 -1.0
FYLD Cambria Foreign Shareholder Yield ETF 0.1 59 -42 9.9 -3.0
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -58 0.0 -12.8
INEQ Columbia International Equity Income ETF 0.1 45 -28 8.0 -4.9
FDEV Fidelity International Multifactor ETF 0.1 18 -1 7.4 -5.5
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 -18 4.3 -8.6
HEAL Global X HealthTech ETF 0.0 50 -33 -1.4 -14.3
GOEX Global X Gold Explorers ETF 0.0 65 -48 2.2 -10.7
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 8 4.1 -8.8
DTH WisdomTree International High Dividend Fund 0.0 58 -41 7.4 -5.4
DIM WisdomTree International MidCap Dividend Fund 0.0 58 -41 6.4 -6.4
DVYA iShares Asia/Pacific Dividend ETF 0.0 49 -32 7.0 -5.9
AWAY ETFMG Travel Tech ETF 0.0 76 -59 1.2 -11.7
RNRG Global X Renewable Energy Producers ETF 0.0 66 -49 5.2 -7.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 -23 5.8 -7.1
IDMO Invesco S&P International Developed Momentum ETF 0.0 25 -8 5.1 -7.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 -22 6.3 -6.6
DWM WisdomTree International Equity Fund 0.0 48 -31 5.7 -7.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 -4 2.9 -10.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.0 35 -18 5.6 -7.2
DFIV Dimensional International Value ETF 0.0 27 -10 7.8 -5.1
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.0 65 -48 5.0 -7.9
AVSD Avantis Responsible International Equity ETF 0.0 23 -6 6.0 -6.9
AVDE Avantis International Equity ETF 0.0 23 -6 6.3 -6.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -25 4.0 -8.9
CNXT VanEck ChiNext ETF 0.0 65 -48 3.5 -9.3
ILIT iShares Lithium Miners and Producers ETF 0.0 47 -30 4.9 -8.0
DFIC Dimensional International Core Equity 2 ETF 0.0 23 -6 6.3 -6.6
DFAI Dimensional International Core Equity Market ETF 0.0 18 -1 6.1 -6.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -48 6.7 -6.2

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 ESG MSCI EM Leaders ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.0 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 17 bp
Equals: ALTAR Score 12.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.52 CATEGORY
AVERAGE		 1.53
 
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.