DOL:NYE-WisdomTree International LargeCap Dividend Fund (USD)

ETF | Foreign Large Value |

Last Closing

USD 53.35

Change

-0.07 (-0.13)%

Market Cap

N/A

Volume

0.02M

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 Foreign Large Value

Symbol Name Price(Change) Market Cap
FNDF Schwab Fundamental Internation..

-0.06 (-0.16%)

USD 13.44B
IVLU iShares Edge MSCI Intl Value F..

-0.01 (-0.03%)

USD 1.77B
HDEF Xtrackers MSCI EAFE High Divid..

-0.01 (-0.04%)

USD 1.72B
PXF Invesco FTSE RAFI Developed Ma..

+0.07 (+0.14%)

USD 1.71B
TLTD FlexShares Morningstar Develop..

-0.11 (-0.15%)

USD 0.47B
VIDI Vident International Equity Fu..

+0.05 (+0.18%)

USD 0.34B
IDOG ALPS International Sector Divi..

+0.06 (+0.20%)

USD 0.30B
FIVA Fidelity® International Value..

+0.04 (+0.15%)

USD 0.17B
FIDI Fidelity® International High ..

-0.03 (-0.12%)

USD 0.10B
DMDV AAM S&P Developed Markets High..

+0.02 (+0.09%)

USD 2.10M

ETFs Containing DOL

ZFC:CA BMO SIA Focused Canadian .. 7.02 % 0.00 %

N/A

CAD 0.06B
ZFN:CA BMO SIA Focused North Ame.. 6.59 % 0.00 %

+0.11 (+0.13%)

CAD 0.18B
NSCE:CA NBI Sustainable Canadian .. 5.87 % 0.00 %

N/A

CAD 1.98B
TCLV:CA TD Q Canadian Low Volatil.. 5.05 % 0.00 %

-0.24 (0.13%)

CAD 0.04B
FST:CA First Trust Canadian Capi.. 4.12 % 0.66 %

+0.17 (+0.13%)

CAD 0.09B
FCCQ:CA Fidelity Canadian High Qu.. 2.91 % 0.39 %

-0.05 (0.13%)

CAD 0.16B
OAIM OneAscent International E.. 2.85 % 0.00 %

-0.07 (0.13%)

N/A
TDI Touchstone Dynamic Intern.. 2.33 % 0.00 %

+0.04 (+0.13%)

N/A
PIZ Invesco DWA Developed Mar.. 2.23 % 0.80 %

-0.15 (0.13%)

USD 0.13B
MKC:CA Mackenzie Maximum Diversi.. 0.00 % 0.59 %

-0.13 (0.13%)

N/A
MVIN 0.00 % 0.55 %

N/A

N/A
FCCM:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.31% 78% C+ 55% F
Dividend Return 2.62% 72% C 53% F
Total Return 10.93% 83% B 55% F
Trailing 12 Months  
Capital Gain 12.86% 56% F 51% F
Dividend Return 4.07% 67% D+ 57% F
Total Return 16.93% 67% D+ 52% F
Trailing 5 Years  
Capital Gain 14.56% 56% F 55% F
Dividend Return 18.70% 61% D- 65% D
Total Return 33.26% 56% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 4.31% 56% F 54% F
Dividend Return 8.15% 44% F 58% F
Total Return 3.83% 67% D+ 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 13.21% 94% A 69% C-
Risk Adjusted Return 61.66% 83% B 79% B-
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.