UDIV:NYE-Franklin U.S. Core Dividend Tilt Index ETF (USD)

ETF | Others |

Last Closing

USD 42.125

Change

0.00 (0.00)%

Market Cap

USD 0.06B

Volume

4.20K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-30 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

+0.06 (+0.30%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.09 (+0.16%)

USD 33.74B
DFAC Dimensional U.S. Core Equity 2..

+0.16 (+0.50%)

USD 28.49B
DTB DTB

+0.12 (+0.63%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

+0.03 (+0.06%)

USD 24.34B
GBTC Grayscale Bitcoin Trust (BTC)

-1.20 (-2.14%)

USD 23.75B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 22.81B
AVUV Avantis® U.S. Small Cap Value..

+0.38 (+0.43%)

USD 11.35B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 10.62B
DFUV Dimensional US Marketwide Valu..

+0.14 (+0.36%)

USD 10.39B

ETFs Containing UDIV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.06% 87% B+ 84% B
Dividend Return 0.95% 36% F 29% F
Total Return 15.01% 87% B+ 83% B
Trailing 12 Months  
Capital Gain 22.31% 85% B 82% B
Dividend Return 1.61% 35% F 25% F
Total Return 23.93% 86% B+ 81% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 8.31% 90% A- 67% D+
Dividend Return 9.13% 90% A- 63% D
Total Return 0.82% 35% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 10.96% 36% F 74% C
Risk Adjusted Return 83.33% 97% N/A 95% A
Market Capitalization 0.06B 53% F 20% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.