ducovest

DHS:NYE-WisdomTree U.S. High Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 93.2421

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Large Value

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

N/A

 USD 62.10B
DGRO iShares Core Dividend Growth E..

N/A

 USD 30.27B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 17.06B
SCHV Schwab U.S. Large-Cap Value ET..

N/A

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

N/A

 USD 6.72B
VOOV Vanguard S&P 500 Value Index F..

N/A

 USD 5.22B
SPHD Invesco S&P 500® High Dividen..

N/A

 USD 3.92B
FDVV Fidelity® High Dividend ETF

N/A

 USD 3.58B
IWX iShares Russell Top 200 Value ..

N/A

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

N/A

 USD 2.22B

ETFs Containing DHS

WBAL 0.00 % 0.03 %

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 13.46% 36% F 68% D+
Dividend Return 2.54% 92% A 51% F
Total Return 16.00% 54% F 69% C-
Trailing 12 Months  
Capital Gain 18.33% 6% D- 59% D-
Dividend Return 4.36% 94% A 60% D-
Total Return 22.69% 14% F 60% D-
Trailing 5 Years  
Capital Gain 25.36% 10% F 60% D-
Dividend Return 17.59% 83% B 62% D
Total Return 42.95% 10% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 6.13% 8% B- 59% D-
Dividend Return 9.49% 10% F 61% D-
Total Return 3.36% 90% A- 64% D
Risk Return Profile  
Volatility (Standard Deviation) 13.32% 96% N/A 69% C-
Risk Adjusted Return 71.27% 37% F 85% 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.