Strive Emerging Markets Ex-China ETF
ALTAR
Score™		 5.2% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 21.2x P/Sales
ratio		 3.0x
P/BV
ratio		 2.9x Div.
yield		 1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
STXE tracks a market cap-weighted index of mid and large cap companies in emerging markets, excluding China.

FUND BASICS
Category Emerging Market Equities
Fund Sponsor Alpha Architect
Website staging.strive.iws.in/stxe
Inception date Jan 31, 2023
Assets (mns) $141
Currency USD
Expense ratio 32 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 186
Wgt avg mkt cap (mns) $342,401
Large cap (>$10bn) 90.5%
Mid cap ($2-10bn) 8.1%
Small cap (<$2bn) 0.0%
Developed mkts 0.5%
Emerging mkts 99.5%

TOP TEN HOLDINGS
TAIWAN SEMICONDUCTOR MANUFAC 19.3 %
SAMSUNG ELECTRONICS CO LTD 11.2 %
HYNIX SEMICONDUCTOR INC 7.9 %
MEDIATEK INC 1.8 %
SAMSUNG ELECTRONICS-PFD 1.7 %
HDFC BANK LIMITED 1.5 %
AL RAJHI BANK 1.4 %
ICICI BANK LTD 1.4 %
RELIANCE INDUSTRIES LTD 1.2 %
DELTA ELECTRONICS INC 1.1 %
Total 48.4 %

TOP COUNTRY EXPOSURE
TAIWAN 32.9 %
SOUTH KOREA 29.0 %
INDIA 12.8 %
BRAZIL 4.5 %
SAUDI ARABIA 4.2 %
SOUTH AFRICA 3.8 %
MEXICO 2.7 %
THAILAND 1.3 %
UAE 1.2 %
POLAND 1.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
31.5% 55.3% -- -- 22.1%

Market Correlations
versus... Beta R-squared
S&P500 1.66 51%
MSCI EAFE 1.43 57%
MSCI Emg. Mkts. 1.18 93%

Technical Indicators
Recent close $48.61
30d moving avg. $49.28
Annualized volatility 12.8%
Short interest (ETF) 0.1%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 11
Turnover 0.4%
Bid/Ask (% of price) 0.37%
ADV underlying (mns) $7,560

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 447 potential alternatives to the Strive Emerging Markets Ex-China ETF ETF based on the alternatives' overlap in portfolio holdings with STXE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: STXE Expense: 32 bp ALTAR Score™: 5.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH STXE
Ticker Fund
Name		 Overlap1
vs STXE
(%)		 Expense
ratio
(bp)		 Savings
vs STXE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs STXE
(%)
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 62.8 24 8 5.2 -0.1
EMDM First Trust Bloomberg Emerging Market Democracies ETF 61.1 75 -43 6.3 +1.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 60.8 30 2 7.9 +2.7
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 59.3 69 -37 7.6 +2.3
EEM iShares MSCI Emerging Markets ETF 59.0 69 -37 7.8 +2.5
XCEM Columbia EM Core ex-China ETF 58.3 16 16 5.0 -0.3
VEXC Vanguard Emerging Markets Ex-China ETF 57.4 7 25 5.6 +0.4
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 55.6 15 17 8.0 +2.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 55.1 70 -38 6.9 +1.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 54.2 66 -34 7.3 +2.1
BKEM BNY Mellon Emerging Markets Equity ETF 53.6 11 21 24.0 +18.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 53.0 36 -4 7.5 +2.3
XCNY SPDR S&P Emerging Markets ex-China ETF 52.8 15 17 5.6 +0.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 52.4 32 0 7.5 +2.2
ESGE iShares ESG Aware MSCI EM ETF 52.0 25 7 8.2 +3.0
IEMG iShares Core MSCI Emerging Markets ETF 51.8 9 23 8.2 +2.9
FLAX Franklin FTSE Asia Ex Japan ETF 50.3 19 13 7.1 +1.9
EEMA iShares MSCI Emerging Markets Asia ETF 49.9 49 -17 7.5 +2.2
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 49.1 32 0 4.7 -0.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 48.9 33 -1 6.7 +1.5
JADE JPMorgan Active Developing Markets Equity ETF 48.1 65 -33 5.9 +0.7
JHEM John Hancock Multifactor Emerging Markets ETF 47.4 49 -17 7.5 +2.2
EMGF iShares Emerging Markets Equity Factor ETF 47.4 25 7 8.9 +3.7
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 47.1 45 -13 8.0 +2.8
ECON Columbia Emerging Markets Consumer ETF 45.9 49 -17 6.6 +1.3
AIA iShares Asia 50 ETF 45.9 50 -18 7.6 +2.3
DFAE Dimensional Emerging Core Equity Market ETF 45.4 35 -3 7.0 +1.7
FTHF First Trust Emerging Markets Human Flourishing ETF 44.7 75 -43 5.8 +0.5
SCHE Schwab Emerging Markets Equity ETF 44.3 11 21 9.3 +4.0
VWO Vanguard FTSE Emerging Markets ETF 42.2 7 25 9.0 +3.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 41.9 15 17 8.8 +3.5
DEXC Dimensional Emerging Markets ex China Core EquityETF 41.0 53 -21 5.1 -0.1
JIVE JPMorgan International Value ETF 39.7 55 -23 7.9 +2.7
EMXF iShares ESG Advanced MSCI EM ETF 39.2 16 16 6.6 +1.3
SPEM SPDR Portfolio Emerging Markets ETF 38.6 7 25 9.4 +4.1
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 37.8 40 -8 6.2 +0.9
FDEM Fidelity Emerging Markets Multifactor ETF 37.6 25 7 10.4 +5.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 37.4 30 2 7.5 +2.2
EEMO Invesco S&P Emerging Markets Momentum ETF 36.8 29 3 6.8 +1.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 36.6 38 -6 7.0 +1.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 36.4 59 -27 8.5 +3.3
EMM Global X Emerging Markets ex-China ETF 35.3 75 -43 4.7 -0.5
NUEM Nuveen ESG Emerging Markets Equity ETF 35.1 36 -4 5.9 +0.7
DEHP Dimensional Emerging Markets High Profitability ETF 34.9 41 -9 4.8 -0.4
EMMF WisdomTree Emerging Markets Multifactor Fund 34.9 48 -16 8.6 +3.3
LDEM iShares ESG MSCI EM Leaders ETF 34.4 17 15 12.5 +7.3
FRDM Freedom 100 Emerging Markets ETF 34.2 49 -17 5.4 +0.1
MEM Matthews Emerging Markets Equity Active ETF 34.2 79 -47 8.4 +3.2
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 33.2 88 -56 8.4 +3.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 32.3 41 -9 6.9 +1.6
EWT iShares MSCI Taiwan ETF 32.3 58 -26 2.9 -2.3
PXH Invesco FTSE RAFI Emerging Markets ETF 31.4 49 -17 13.1 +7.8
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 30.5 39 -7 13.3 +8.1
FLTW Franklin FTSE Taiwan ETF 30.4 19 13 3.3 -1.9
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 29.3 50 -18 8.2 +3.0
AVEM Avantis Emerging Markets Equity ETF 28.8 33 -1 7.0 +1.8
FLKR Franklin FTSE South Korea ETF 28.0 9 23 4.3 -0.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 27.8 33 -1 6.1 +0.8
PATN Pacer Nasdaq International Patent Leaders ETF 27.5 65 -33 4.0 -1.2
DFEV Dimensional Emerging Markets Value ETF 27.4 43 -11 9.4 +4.1
EMC Global X Emerging Markets Great Consumer ETF 27.3 75 -43 7.1 +1.8
EWY iShares MSCI South Korea ETF 26.7 58 -26 3.4 -1.8
AVSE Avantis Responsible Emerging Markets Equity ETF 26.5 33 -1 6.6 +1.4
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 26.3 25 7 6.0 +0.8
GMF SPDR S&P Emerging Asia Pacific ETF 24.7 49 -17 8.5 +3.3
ROAM Hartford Multifactor Emerging Markets ETF 24.1 44 -12 7.5 +2.3
KNCT Invesco Next Gen Connectivity ETF 22.6 40 -8 2.9 -2.3
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 22.2 95 -63 9.7 +4.4
VSGX Vanguard ESG International Stock ETF 19.7 10 22 6.4 +1.2
MINV Matthews Asia Innovators Active ETF 19.4 79 -47 5.5 +0.3
ACWX iShares MSCI ACWI ex U.S. ETF 19.3 34 -2 6.2 +1.0
XC WisdomTree Emerging Markets Ex-China Fund 19.1 32 0 6.3 +1.1
RNEM First Trust Emerging Markets Equity Select ETF 18.6 75 -43 7.7 +2.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 18.4 18 14 6.2 +0.9
FRGN Horizon International Equity ETF 18.0 75 -43 7.7 +2.5
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 17.8 44 -12 9.3 +4.0
VPL Vanguard FTSE Pacific ETF 17.8 7 25 5.1 -0.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 17.7 41 -9 5.8 +0.6
VEU Vanguard FTSE All-World ex-US Index Fund 17.6 4 28 6.5 +1.3
IXUS iShares Core MSCI Total International Stock ETF 16.8 7 25 6.4 +1.2
VXUS Vanguard Total International Stock ETF 16.6 5 27 6.5 +1.2
JIG JPMorgan International Growth ETF 16.5 55 -23 3.6 -1.7
EVLU iShares MSCI Emerging Markets Value Factor ETF 16.1 35 -3 9.9 +4.7
BKF iShares MSCI BIC ETF 15.7 69 -37 14.4 +9.1
CGXU Capital Group International Focus Equity ETF 15.5 54 -22 3.7 -1.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 15.0 42 -10 4.0 -1.3
UMMA Wahed Dow Jones Islamic World ETF 14.2 65 -33 3.5 -1.7
DOL WisdomTree International LargeCap Dividend Fund 13.5 48 -16 5.4 +0.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 13.3 47 -15 7.0 +1.7
IXN iShares Global Tech ETF 13.1 41 -9 2.6 -2.6
IQDF FlexShares International Quality Dividend Index Fund 12.5 47 -15 7.3 +2.0
AVES Avantis Emerging Markets Value ETF 12.4 36 -4 9.0 +3.7
NFTY First Trust India NIFTY 50 Equal Weight ETF 11.9 80 -48 4.8 -0.5
AIQ Global X Artificial Intelligence & Technology ETF 11.9 68 -36 2.7 -2.5
INDA iShares MSCI India ETF 11.7 65 -33 4.4 -0.8
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 11.7 90 -58 3.6 -1.6
IMFL Invesco International Developed Dynamic Multifactor ETF 11.6 34 -2 5.1 -0.2
INDY iShares India 50 ETF 11.5 89 -57 5.1 -0.1
DEM WisdomTree Emerging Markets High Dividend Fund 11.4 63 -31 10.2 +4.9
VYMI Vanguard International High Dividend Yield ETF 11.2 17 15 7.7 +2.4
AIS VistaShares Artificial Intelligence Supercycle ETF 11.2 75 -43 1.0 -4.3
EELV Invesco S&P Emerging Markets Low Volatility ETF 11.2 29 3 8.7 +3.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 10.7 30 2 6.3 +1.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 10.6 45 -13 6.6 +1.3
CWI SPDR MSCI ACWI ex-US ETF 10.6 30 2 6.3 +1.0
FLIN Franklin FTSE India ETF 10.5 19 13 4.0 -1.2
BAI iShares AI Innovation and Tech Active ETF 10.4 55 -23 1.0 -4.3
OAIM OneAscent International Equity ETF 9.9 95 -63 4.5 -0.8
EPI WisdomTree India Earnings Fund 9.8 85 -53 5.0 -0.3
AIVC Amplify Bloomberg AI Value Chain ETF 9.7 59 -27 3.4 -1.8
FEM First Trust Emerging Markets AlphaDEX Fund 9.7 80 -48 8.8 +3.6
CHAT Roundhill Generative AI & Technology ETF 9.6 75 -43 4.1 -1.1
ARTY iShares Future AI & Tech ETF 9.4 47 -15 2.4 -2.9
HFXI IQ FTSE International Equity Currency Neutral ETF 9.4 20 12 5.5 +0.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 9.1 80 -48 7.5 +2.3
WRND IQ Global Equity R&D Leaders ETF 9.0 18 14 3.9 -1.3
PIEL Pacer International Export Leaders ETF 8.9 60 -28 4.0 -1.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 8.5 45 -13 1.9 -3.4
ACWV iShares MSCI Global Min Vol Factor ETF 8.2 20 12 5.6 +0.3
DINT Davis Select International ETF 8.0 55 -23 5.8 +0.5
AQLT iShares MSCI Global Quality Factor ETF 8.0 18 14 0.0 -5.2
IGPT Invesco AI and Next Gen Software ETF 7.8 60 -28 2.4 -2.9
SCHF Schwab International Equity ETF 7.7 6 26 5.8 +0.5
UEVM VictoryShares Emerging Markets Value Momentum ETF 7.6 45 -13 9.4 +4.2
FNDF Schwab Fundamental International Large Co. Index ETF 7.5 25 7 7.2 +1.9
AGIX KraneShares Artificial Intelligence and Technology ETF 7.4 99 -67 1.1 -4.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 7.3 75 -43 1.8 -3.5
CHPX Global X AI Semiconductor & Quantum ETF 7.1 50 -18 1.6 -3.6
VEA Vanguard FTSE Developed Markets ETF 7.1 3 29 5.8 +0.5
ACWI iShares MSCI ACWI ETF 7.1 32 0 4.5 -0.7
NXTG First Trust Indxx NextG ETF 7.1 70 -38 3.5 -1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.0 20 12 4.6 -0.6
KLMT Invesco MSCI Global Climate 500 ETF 7.0 10 22 4.8 -0.5
FLLA Franklin FTSE Latin America ETF 6.9 19 13 10.6 +5.4
FBOT Fidelity Disruptive Automation ETF 6.6 50 -18 2.8 -2.5
CGGO Capital Group Global Growth Equity ETF 6.5 47 -15 3.9 -1.3
DTCR Global X Data Center & Digital Infrastructure ETF 6.3 50 -18 3.4 -1.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 6.3 60 -28 8.7 +3.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 6.3 80 -48 6.9 +1.7
VT Vanguard Total World Stock ETF 6.2 6 26 4.9 -0.4
CLNR IQ Cleaner Transport ETF 6.1 45 -13 4.0 -1.3
JSTC Adasina Social Justice All Cap Global ETF 6.1 89 -57 4.2 -1.1
AGQI First Trust Active Global Quality Income ETF 6.0 85 -53 6.1 +0.9
DWLD Davis Select Worldwide ETF 5.9 63 -31 6.5 +1.3
IDHQ Invesco S&P International Developed High Quality ETF 5.9 29 3 4.9 -0.4
EYLD Cambria Emerging Shareholder Yield ETF 5.9 66 -34 9.0 +3.7
GLOF iShares Global Equity Factor ETF 5.8 20 12 5.4 +0.2
CARZ First Trust NASDAQ Global Auto Index Fund 5.8 70 -38 2.4 -2.9
IGRO iShares International Dividend Growth ETF 5.7 15 17 6.5 +1.2
FLN First Trust Latin America AlphaDEX Fund 5.7 80 -48 9.9 +4.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.7 12 20 4.3 -0.9
NDIA Global X India Active ETF 5.5 75 -43 4.9 -0.3
FEOE First Eagle Overseas Equity ETF 5.3 79 -47 5.9 +0.6
FMET Fidelity Metaverse ETF 5.1 39 -7 4.2 -1.0
UIVM VictoryShares International Value Momentum ETF 4.7 35 -3 7.7 +2.5
CIL VictoryShares International Volatility Wtd ETF 4.6 45 -13 5.9 +0.6
VIDI Vident International Equity Strategy ETF 4.4 61 -29 8.2 +2.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.4 46 -14 7.9 +2.6
EWZ iShares MSCI Brazil ETF 4.3 58 -26 10.6 +5.4
SPDW SPDR Portfolio Developed World ex-US ETF 4.3 3 29 5.7 +0.5
ILF iShares Latin America 40 ETF 4.2 48 -16 9.5 +4.3
KSA iShares MSCI Saudi Arabia ETF 4.2 74 -42 0.0 -5.2
FLSA Franklin FTSE Saudi Arabia ETF 4.2 39 -7 0.0 -5.2
TINY ProShares Nanotechnology ETF 4.2 58 -26 1.3 -3.9
WWJD Inspire International ETF 4.2 80 -48 6.1 +0.9
ABLG Abacus FCF International Leaders ETF 4.2 59 -27 6.5 +1.3
JPIN J.P. Morgan Diversified Return International Equity ETF 4.1 37 -5 6.9 +1.7
FLBR Franklin FTSE Brazil ETF 4.1 19 13 11.9 +6.6
FEGE First Eagle Global Equity ETF 4.0 79 -47 5.8 +0.6
TPIF Timothy Plan International ETF 3.8 62 -30 5.4 +0.2
EDIV SPDR S&P Emerging Markets Dividend ETF 3.7 49 -17 8.8 +3.6
RGEF Rockefeller Global Equity ETF 3.6 55 -23 3.7 -1.6
XT iShares Exponential Technologies ETF 3.5 46 -14 3.9 -1.4
PICK iShares MSCI Global Metals & Mining Producers ETF 3.5 39 -7 8.1 +2.8
BLES Inspire Global Hope ETF 3.4 61 -29 5.5 +0.3
GKAT Scharf Global Opportunity ETF 3.2 57 -25 5.7 +0.5
DVYE iShares Emerging Markets Dividend ETF 3.1 49 -17 17.6 +12.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.0 80 -48 3.7 -1.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.9 24 8 6.8 +1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 -33 7.1 +1.8
ECOW Pacer Emerging Markets Cash Cows 100 ETF 2.8 70 -38 9.2 +4.0
AFK VanEck Africa Index ETF 2.6 98 -66 11.2 +6.0
PIN Invesco India ETF 2.6 78 -46 5.4 +0.1
EWW iShares MSCI Mexico ETF 2.6 50 -18 8.3 +3.0
FLMX Franklin FTSE Mexico ETF 2.6 19 13 8.7 +3.5
GVAL Cambria Global Value ETF 2.5 68 -36 8.3 +3.1
EZA iShares MSCI South Africa ETF 2.5 58 -26 9.2 +4.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.5 9 23 4.7 -0.5
IQM Franklin Intelligent Machines ETF 2.4 50 -18 1.2 -4.1
SCHY Schwab International Dividend Equity ETF 2.4 14 18 8.1 +2.9
QTUM Defiance Quantum ETF 2.4 40 -8 3.6 -1.6
ANEW ProShares MSCI Transformational Changes ETF 2.4 45 -13 4.2 -1.0
VIGI Vanguard International Dividend Appreciation ETF 2.4 10 22 5.8 +0.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 -20 7.5 +2.3
ROBO ROBO Global Robotics & Automation Index ETF 2.3 95 -63 2.3 -3.0
INCO Columbia India Consumer ETF 2.3 75 -43 2.0 -3.2
DWX SPDR S&P International Dividend ETF 2.2 45 -13 6.6 +1.3
IBAT iShares Energy Storage & Materials ETF 2.2 47 -15 1.7 -3.6
IOO iShares Global 100 ETF 2.1 41 -9 3.7 -1.5
IPAV Global X Infrastructure Development ex-U.S. ETF 2.1 55 -23 5.8 +0.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.1 65 -33 1.3 -4.0
JGLO JPMorgan Global Select Equity ETF 2.1 33 -1 4.1 -1.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.0 78 -46 9.2 +4.0
EDOG ALPS Emerging Sector Dividend Dogs ETF 2.0 60 -28 10.5 +5.3
DEW WisdomTree Global High Dividend Fund 2.0 58 -26 6.9 +1.7
MOTI VanEck Morningstar International Moat ETF 1.9 58 -26 9.6 +4.3
DGT State Street SPDR Global Dow ETF 1.9 50 -18 5.5 +0.2
SNSR Global X Internet of Things ETF 1.9 68 -36 3.3 -1.9
GLIN VanEck India Growth Leaders ETF 1.9 77 -45 5.3 +0.1
OCEN IQ Clean Oceans ETF 1.9 45 -13 4.6 -0.6
FDTX Fidelity Disruptive Technology ETF 1.8 50 -18 1.6 -3.7
SDEM Global X MSCI SuperDividend Emerging Markets ETF 1.8 67 -35 12.2 +6.9
GMET VanEck Green Metals ETF 1.7 63 -31 1.2 -4.0
IXG iShares Global Financials ETF 1.7 42 -10 5.7 +0.5
KAT Scharf ETF 1.7 87 -55 6.0 +0.8
HAP VanEck Natural Resources ETF 1.6 50 -18 6.7 +1.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.6 47 -15 5.0 -0.3
PBD Invesco Global Clean Energy ETF 1.6 75 -43 0.3 -4.9
MXI iShares Global Materials ETF 1.6 41 -9 6.0 +0.8
ASEA Global X FTSE Southeast Asia ETF 1.5 65 -33 5.1 -0.2
BATT Amplify Lithium & Battery Technology ETF 1.4 59 -27 2.0 -3.2
CCNR ALPS CoreCommodity Natural Resources ETF 1.4 39 -7 8.3 +3.1
POW VistaShares Electrification Supercycle ETF 1.4 75 -43 2.2 -3.0
CGGR Capital Group Growth ETF 1.4 39 -7 2.6 -2.7
SDIV Global X Superdividend ETF 1.4 58 -26 13.6 +8.4
ICOP iShares Copper and Metals Mining ETF 1.3 47 -15 5.5 +0.3
OTGL OTG Latin America ETF 1.3 269 -237 7.6 +2.4
EXI iShares Global Industrials ETF 1.2 42 -10 3.4 -1.8
UAE iShares MSCI UAE ETF 1.2 59 -27 0.0 -5.2
TTAI FCF International Quality ETF 1.2 59 -27 6.9 +1.7
DSTX Distillate International Fundamental Stability & Value ETF 1.1 55 -23 6.3 +1.0
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 1.1 60 -28 6.4 +1.2
DGIN VanEck Digital India ETF 1.1 71 -39 1.3 -3.9
BRAZ Global X Brazil Active ETF 1.0 75 -43 10.2 +5.0
FCLD Fidelity Cloud Computing ETF 1.0 39 -7 2.7 -2.5
EPOL iShares MSCI Poland ETF 1.0 59 -27 8.1 +2.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.0 49 -17 4.5 -0.8
FPAG FPA Global Equity ETF 1.0 49 -17 5.4 +0.2
CGIE Capital Group International Equity ETF 0.9 54 -22 4.4 -0.8
EWM iShares MSCI Malaysia ETF 0.9 50 -18 6.4 +1.2
FFOG Franklin Focused Growth ETF 0.9 61 -29 1.6 -3.7
METV Roundhill Ball Metaverse ETF 0.8 59 -27 7.9 +2.6
OBOR KraneShares MSCI One Belt One Road Index ETF 0.8 79 -47 7.3 +2.1
RXI iShares Global Consumer Discretionary ETF 0.8 41 -9 8.0 +2.8
CGDG Capital Group Dividend Growers ETF 0.8 47 -15 5.0 -0.2
FDNI First Trust Dow Jones International Internet ETF 0.8 65 -33 23.9 +18.6
RCGE RockCreek Global Equality ETF 0.8 95 -63 5.7 +0.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -33 7.8 +2.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.8 39 -7 6.6 +1.4
GCOW Pacer Global Cash Cows Dividend ETF 0.8 60 -28 9.1 +3.9
EPU iShares MSCI Peru and Global Exposure ETF 0.7 59 -27 4.3 -0.9
FPXI First Trust International Equity Opportunities ETF 0.7 70 -38 3.9 -1.4
FEP First Trust Europe AlphaDEX Fund 0.7 80 -48 6.7 +1.4
IDRV iShares Self-driving EV & Tech ETF 0.7 47 -15 1.5 -3.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.6 58 -26 3.5 -1.8
ICPY Tweedy, Browne International Insider Value ETF 0.6 80 -48 20.1 +14.9
COPY Tweedy, Browne Insider + Value ETF 0.6 80 -48 14.0 +8.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 -6 3.7 -1.5
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.6 86 -54 0.2 -5.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.6 86 -54 12.3 +7.1
MOTO SmartETFs Smart Transportation & Technology ETF 0.6 68 -36 5.4 +0.2
FKU First Trust United Kingdom AlphaDEX Fund 0.6 80 -48 6.9 +1.7
GEW Cambria Global EW ETF 0.6 29 3 5.2 -0.0
KXI iShares Global Consumer Staples ETF 0.5 41 -9 5.3 +0.0
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 23 6.4 +1.1
IDOG ALPS International Sector Dividend Dogs ETF 0.5 50 -18 9.0 +3.8
GPT Intelligent Alpha Atlas ETF 0.5 69 -37 6.1 +0.8
GREK Global X MSCI Greece ETF 0.5 57 -25 8.2 +3.0
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 23 6.0 +0.8
URA Global X Uranium ETF 0.5 69 -37 1.0 -4.2
AGMI Themes Silver Miners ETF 0.5 35 -3 4.3 -1.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 -17 5.9 +0.7
WDIV SPDR S&P Global Dividend ETF 0.5 40 -8 8.8 +3.5
FID First Trust S&P International Dividend Aristocrats ETF 0.5 60 -28 7.5 +2.3
IQSI IQ Candriam International Equity ETF 0.5 15 17 5.4 +0.2
QAT iShares MSCI Qatar ETF 0.5 59 -27 49.8 +44.6
HUMN Roundhill Humanoid Robotics ETF 0.5 75 -43 1.3 -4.0
FLEE Franklin FTSE Europe ETF 0.5 9 23 6.1 +0.8
SRVR Pacer Data & Infrastructure Real Estate ETF 0.5 55 -23 4.1 -1.2
VGK Vanguard FTSE Europe ETF 0.4 6 26 6.3 +1.1
EV Mast Global Battery Recycling & Production ETF 0.4 65 -33 6.4 +1.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 -7 1.1 -4.2
SPEU SPDR Portfolio Europe ETF 0.4 7 25 6.3 +1.0
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.4 12 20 8.4 +3.1
RING iShares MSCI Global Gold Miners ETF 0.4 39 -7 4.0 -1.3
FTAG First Trust Indxx Global Agriculture ETF 0.4 70 -38 7.0 +1.8
EIDO iShares MSCI Indonesia ETF 0.4 59 -27 10.6 +5.4
IDX VanEck Indonesia Index ETF 0.4 57 -25 9.7 +4.5
JXI iShares Global Utilities ETF 0.4 43 -11 5.2 -0.0
ION ProShares S&P Global Core Battery Metals ETF 0.4 58 -26 6.5 +1.2
ISHP First Trust Nasdaq Retail ETF 0.4 60 -28 5.1 -0.2
IHAK iShares Cybersecurity & Tech ETF 0.4 47 -15 3.2 -2.1
NUKZ Range Nuclear Renaissance Index ETF 0.4 85 -53 1.4 -3.8
CRAK VanEck Oil Refiners ETF 0.4 61 -29 8.2 +3.0
FDD First Trust Stoxx European Select Dividend Index Fund 0.4 58 -26 9.3 +4.0
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 -26 9.1 +3.9
SMOG VanEck Low Carbon Energy ETF 0.3 61 -29 1.3 -4.0
LIT Global X Lithium & Battery Tech ETF 0.3 75 -43 5.6 +0.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.3 72 -40 2.5 -2.8
DRIV Global X Autonomous & Electric Vehicles ETF 0.3 68 -36 3.3 -1.9
INQQ India Internet & Ecommerce ETF 0.3 86 -54 0.5 -4.8
IXJ iShares Global Healthcare ETF 0.3 42 -10 6.2 +0.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 12 5.6 +0.4
FDLS Inspire Fidelis Multi Factor ETF 0.3 76 -44 3.0 -2.2
FFND Future Fund Active ETF 0.3 100 -68 4.2 -1.1
CZA Invesco Zacks Mid-Cap ETF 0.3 72 -40 5.5 +0.3
JHDV John Hancock U.S. High Dividend ETF 0.3 34 -2 5.7 +0.5
SHLD Global X Defense Tech ETF 0.3 50 -18 2.9 -2.3
TNUK Tortoise Nuclear Renaissance ETF 0.3 75 -43 0.8 -4.4
BKIE BNY Mellon International Equity ETF 0.3 4 28 17.4 +12.1
SLVP iShares MSCI Global Silver Miners ETF 0.3 39 -7 4.6 -0.7
GDXJ VanEck Junior Gold Miners ETF 0.3 52 -20 3.3 -1.9
SOCL Global X Social Media ETF 0.3 65 -33 12.3 +7.1
SILJ ETFMG Prime Junior Silver Miners ETF 0.3 69 -37 0.6 -4.7
IXP iShares Global Comm Services ETF 0.3 42 -10 5.8 +0.5
GDX VanEck Gold Miners ETF 0.3 51 -19 3.3 -1.9
FDCF Fidelity Disruptive Communications ETF 0.3 50 -18 1.8 -3.4
SIL Global X Silver Miners ETF 0.3 65 -33 2.0 -3.2
GINN Goldman Sachs Innovate Equity ETF 0.3 52 -20 3.6 -1.7
IDV iShares International Select Dividend ETF 0.3 51 -19 9.0 +3.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.3 56 -24 9.3 +4.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.2 70 -38 4.0 -1.3
CGV Conductor Global Equity Value ETF 0.2 130 -98 7.7 +2.5
OSEA Harbor International Compounders ETF 0.2 55 -23 4.2 -1.1
PTL Inspire 500 ETF 0.2 9 23 4.3 -0.9
ACEP ARS Core Equity ETF 0.2 45 -13 4.0 -1.3
SETM Sprott Energy Transition Materials ETF 0.2 65 -33 1.9 -3.4
ABFL Abacus FCF Leaders ETF 0.2 59 -27 3.8 -1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.2 52 -20 4.9 -0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.2 37 -5 5.3 +0.0
QDF FlexShares Quality Dividend Index Fund 0.2 37 -5 5.1 -0.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -17 4.5 -0.8
GDIV Harbor Dividend Growth Leaders ETF 0.2 50 -18 3.9 -1.4
STRN SMART Trend 25 ETF 0.2 59 -27 2.4 -2.9
GNR SPDR S&P Global Natural Resources ETF 0.2 40 -8 8.4 +3.2
GQI Natixis Gateway Quality Income ETF 0.2 34 -2 4.5 -0.7
COPA Themes Copper Miners ETF 0.2 35 -3 3.0 -2.2
FXZ First Trust Materials AlphaDEX Fund 0.2 61 -29 6.8 +1.6
TMAT Main Thematic Innovation ETF 0.2 164 -132 -1.9 -7.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 7 5.8 +0.5
COPX Global X Copper Miners ETF 0.2 65 -33 4.2 -1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.2 56 -24 6.6 +1.3
VUSE Vident U.S. Equity Strategy ETF 0.2 50 -18 3.6 -1.7
CCSO Carbon Collective Climate Solutions US Equity ETF 0.2 35 -3 0.9 -4.3
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 9 5.1 -0.1
YNOT Horizon Digital Frontier ETF 0.2 75 -43 2.5 -2.7
BFOR ALPS Barron's 400 ETF 0.2 65 -33 20.5 +15.3
SGRT SMART Earnings Growth 30 ETF 0.2 59 -27 2.5 -2.8
IYM iShares U.S. Basic Materials ETF 0.2 40 -8 4.5 -0.7
EQAL Invesco Russell 1000 Equal Weight ETF 0.2 20 12 5.9 +0.7
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -23 4.8 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.2 18 14 6.6 +1.4
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 20 4.7 -0.5
AGNG Global X Aging Population ETF 0.2 50 -18 4.2 -1.1
SHPP Pacer Industrials and Logistics ETF 0.2 60 -28 6.4 +1.2
EPHE iShares MSCI Philippines ETF 0.2 59 -27 0.0 -5.2
TMFG Motley Fool Global Opportunities ETF 0.2 85 -53 3.6 -1.7
SFY SoFi Select 500 ETF 0.2 0 32 3.7 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 20 3.2 -2.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 -7 6.8 +1.6
CTEC Global X CleanTech ETF 0.2 50 -18 -0.0 -5.3
ECH iShares MSCI Chile ETF 0.2 58 -26 7.4 +2.2
RNRG Global X Renewable Energy Producers ETF 0.2 66 -34 4.8 -0.5
VCLN Virtus Duff & Phelps Clean Energy ETF 0.2 59 -27 2.6 -2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 23 5.0 -0.2
BINV Brandes International ETF 0.2 70 -38 8.1 +2.9
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 19 1.7 -3.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.2 70 -38 6.8 +1.5
CGW Invesco S&P Global Water Index ETF 0.2 57 -25 4.4 -0.9
PIO Invesco Global Water ETF 0.2 75 -43 4.3 -1.0
EFRA iShares Environmental Infrastructure and Industrials ETF 0.2 47 -15 4.9 -0.4
VYM Vanguard High Dividend Yield Index ETF 0.2 6 26 5.9 +0.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.2 75 -43 3.2 -2.1
EQIN Columbia US Equity Income ETF 0.2 35 -3 5.9 +0.7
RVRB Reverb ETF 0.2 30 2 3.6 -1.6
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -48 6.5 +1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 18 4.0 -1.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 7 5.4 +0.2
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -17 4.8 -0.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 17 4.5 -0.8
SUPL ProShares Supply Chain Logistics ETF 0.1 58 -26 7.5 +2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 22 4.1 -1.1
ICLN iShares Global Clean Energy ETF 0.1 41 -9 2.0 -3.2
ERTH Invesco MSCI Sustainable Future ETF 0.1 62 -30 3.2 -2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 3 3.9 -1.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.1 79 -47 3.7 -1.5
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 -3 4.1 -1.1
RFDI First Trust Riverfront Dynamic Developed International ETF 0.1 83 -51 7.3 +2.0
DFVX Dimensional US Large Cap Vector ETF 0.1 22 10 5.1 -0.2
SLX VanEck Steel ETF 0.1 56 -24 10.0 +4.7
DUHP Dimensional US High Profitability ETF 0.1 21 11 5.2 -0.1
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 23 4.0 -1.2
LRGF iShares U.S. Equity Factor ETF 0.1 8 24 4.5 -0.8
MNZL Manzil Russell Halal USA Broad MarketETF 0.1 40 -8 3.8 -1.5
ILCV iShares Morningstar Value ETF 0.1 4 28 5.1 -0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 20 5.1 -0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 23 4.2 -1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 13 4.9 -0.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 0 3.8 -1.4
IWX iShares Russell Top 200 Value ETF 0.0 20 12 4.7 -0.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -17 3.6 -1.7
HLAL Wahed FTSE USA Shariah ETF 0.0 50 -18 3.5 -1.7
VONV Vanguard Russell 1000 Value ETF 0.0 7 25 5.1 -0.1
IWD iShares Russell 1000 Value ETF 0.0 19 13 5.0 -0.2
RAUS RACWI US ETF 0.0 15 17 4.0 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 30 4.1 -1.2
IWL iShares Russell Top 200 ETF 0.0 15 17 3.8 -1.5
DIVB iShares Core Dividend ETF 0.0 5 27 6.4 +1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 32 12.2 +6.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 21 4.0 -1.2
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 15 6.2 +0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 25 4.0 -1.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 3 5.4 +0.2
VOTE TCW Transform 500 ETF 0.0 5 27 4.0 -1.3
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 29 4.0 -1.2
VONE Vanguard Russell 1000 ETF 0.0 7 25 4.1 -1.1
DFUS Dimensional U.S. Equity ETF 0.0 9 23 4.0 -1.3
IWB iShares Russell 1000 ETF 0.0 15 17 4.0 -1.2
VTHR Vanguard Russell 3000 ETF 0.0 7 25 4.0 -1.2
IWV iShares Russell 3000 ETF 0.0 20 12 3.9 -1.4
JHML John Hancock Multifactor Large Cap ETF 0.0 29 3 4.3 -0.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.0 25 7 4.7 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 0.0 34 -2 5.4 +0.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.0 17 15 4.5 -0.7
GXLC Global X U.S. 500 ETF 0.0 2 30 4.0 -1.3
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.0 42 -10 7.8 +2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -10 3.9 -1.3
DFAU Dimensional US Core Equity Market ETF 0.0 12 20 4.2 -1.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.0 20 12 5.8 +0.5
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 7 5.9 +0.7
EBI Longview Advantage ETF 0.0 35 -3 5.7 +0.4
IWY iShares Russell Top 200 Growth ETF 0.0 20 12 3.7 -1.6
DCOR Dimensional US Core Equity 1 ETF 0.0 14 18 4.4 -0.8
DFIV Dimensional International Value ETF 0.0 27 5 7.5 +2.3
IWF iShares Russell 1000 Growth ETF 0.0 19 13 14.7 +9.4
VONG Vanguard Russell 1000 Growth ETF 0.0 7 25 3.7 -1.6
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 14 4.5 -0.8
AVSD Avantis Responsible International Equity ETF 0.0 23 9 5.7 +0.5
AVDE Avantis International Equity ETF 0.0 23 9 6.0 +0.8
DXUV Dimensional US Vector Equity ETF 0.0 28 4 5.0 -0.3
GVLU Gotham 1000 Value ETF 0.0 50 -18 7.8 +2.5
ZIG Acquirers Fund 0.0 84 -52 20.3 +15.1
DFIC Dimensional International Core Equity 2 ETF 0.0 23 9 6.1 +0.8
DIHP Dimensional International High Profitability ETF 0.0 29 3 5.6 +0.4
DFAI Dimensional International Core Equity Market ETF 0.0 18 14 5.9 +0.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.0 39 -7 1.1 -4.1
ABLD Abacus FCF Real Assets Leaders ETF 0.0 69 -37 6.6 +1.3

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Strive Emerging Markets Ex-China ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.1 %
Divided by: Fwd. P/BV 2.7 x
Less: Expense ratio 32 bp
Equals: ALTAR Score 5.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.49 CATEGORY
AVERAGE		 1.52
 
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.