DLN:NYE-WisdomTree U.S. LargeCap Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 77.23

Change

-0.18 (-0.23)%

Market Cap

N/A

Volume

0.06M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.05 (+0.06%)

USD 59.54B
DGRO iShares Core Dividend Growth E..

-0.12 (-0.19%)

USD 29.45B
FNDX Schwab Fundamental U.S. Large ..

-0.09 (-0.13%)

USD 16.34B
SCHV Schwab U.S. Large-Cap Value ET..

-0.23 (-0.29%)

USD 11.60B
SPYD SPDR® Portfolio S&P 500 High ..

-0.01 (-0.02%)

USD 6.57B
VOOV Vanguard S&P 500 Value Index F..

-0.49 (-0.26%)

USD 5.09B
SPHD Invesco S&P 500® High Dividen..

-0.12 (-0.24%)

USD 3.86B
FDVV Fidelity® High Dividend ETF

-0.08 (-0.16%)

USD 3.50B
IWX iShares Russell Top 200 Value ..

-0.20 (-0.25%)

USD 3.13B
LRGF iShares U.S. Equity Factor ETF

-0.14 (-0.24%)

USD 2.10B

ETFs Containing DLN

IUKP:LSE iShares UK Property UCITS 4.58 % 0.00 %

-3.90 (-1.13%)

USD 0.63B
UKPH:XETRA iShares UK Property UCITS.. 4.53 % 0.00 %

-0.05 (-1.13%)

N/A
IUKP:SW iShares UK Property UCITS.. 4.52 % 0.00 %

-0.06 (-1.13%)

USD 0.64B
UKRE:LSE iShares MSCI Target UK Re.. 2.57 % 0.00 %

-4.35 (-1.13%)

USD 0.12B
WBAL 0.00 % 0.03 %

N/A

N/A
PFV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.35% 90% A- 77% C+
Dividend Return 1.46% 66% D+ 34% F
Total Return 17.81% 88% B+ 75% C
Trailing 12 Months  
Capital Gain 21.91% 61% D- 71% C-
Dividend Return 2.51% 64% D 38% F
Total Return 24.42% 65% D 70% C-
Trailing 5 Years  
Capital Gain 55.56% 65% D 74% C
Dividend Return 12.29% 58% F 45% F
Total Return 67.85% 61% D- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 9.35% 33% F 67% D+
Dividend Return 11.47% 29% F 66% D+
Total Return 2.12% 58% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 13.52% 90% A- 68% D+
Risk Adjusted Return 84.78% 76% C+ 93% A
Market Capitalization N/A N/A N/A N/A N/A

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.