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

ETF | Foreign Large Value |

Last Closing

USD 54.12

Change

+0.77 (+1.44)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Foreign Large Value

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

+0.63 (+1.73%)

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

+0.44 (+1.52%)

USD 1.77B
HDEF Xtrackers MSCI EAFE High Divid..

+0.30 (+1.13%)

USD 1.72B
PXF Invesco FTSE RAFI Developed Ma..

+0.76 (+1.48%)

USD 1.71B
TLTD FlexShares Morningstar Develop..

+1.32 (+1.80%)

USD 0.47B
VIDI Vident International Equity Fu..

+0.46 (+1.77%)

USD 0.34B
IDOG ALPS International Sector Divi..

+0.09 (+0.29%)

USD 0.30B
FIVA Fidelity® International Value..

+0.49 (+1.88%)

USD 0.17B
FIDI Fidelity® International High ..

+0.29 (+1.37%)

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

+0.21 (+0.89%)

USD 2.10M

ETFs Containing DOL

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

+0.93 (+1.88%)

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

+0.45 (+1.88%)

CAD 0.18B
QXM:CA First Asset Morningstar N.. 6.35 % 0.58 %

+0.30 (+1.88%)

CAD 0.07B
FST:CA First Trust Canadian Capi.. 4.12 % 0.66 %

+0.53 (+1.88%)

CAD 0.09B
XCG:CA iShares Canadian Growth 3.01 % 0.55 %

+0.74 (+1.88%)

CAD 0.09B
OAIM OneAscent International E.. 2.85 % 0.00 %

+0.63 (+1.88%)

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

+0.56 (+1.88%)

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

+1.04 (+1.88%)

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

-2.43 (1.88%)

N/A
MVIN 0.00 % 0.55 %

N/A

N/A
FCCQ:CA Fidelity Canadian High Qu.. 0.00 % 0.39 %

+0.24 (+1.88%)

CAD 0.16B
FCCM:CA 0.00 % 0.00 %

N/A

N/A
TCLV:CA TD Q Canadian Low Volatil.. 0.00 % 0.00 %

+0.01 (+1.88%)

CAD 0.04B

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 9.87% 83% B 56% F
Dividend Return 2.62% 72% C 53% F
Total Return 12.49% 89% A- 57% F
Trailing 12 Months  
Capital Gain 15.99% 61% D- 53% F
Dividend Return 4.13% 67% D+ 57% F
Total Return 20.11% 67% D+ 54% F
Trailing 5 Years  
Capital Gain 16.21% 56% F 55% F
Dividend Return 18.70% 61% D- 65% D
Total Return 34.91% 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.