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

ETF | Foreign Large Value |

Last Closing

USD 53.88

Change

+0.19 (+0.35)%

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)

Compare
Relative Returns (From:    To: 2024-09-23 )

Largest Industry Peers for Foreign Large Value

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

+0.16 (+0.43%)

USD 14.01B
IVLU iShares Edge MSCI Intl Value F..

+0.16 (+0.53%)

USD 1.82B
PXF Invesco FTSE RAFI Developed Ma..

-0.13 (-0.24%)

USD 1.77B
HDEF Xtrackers MSCI EAFE High Divid..

+0.21 (+0.77%)

USD 1.74B
PID Invesco International Dividend..

-0.13 (-0.65%)

USD 0.89B
TLTD FlexShares Morningstar Develop..

+0.32 (+0.43%)

USD 0.49B
VIDI Vident International Equity Fu..

+0.20 (+0.77%)

USD 0.35B
IDOG ALPS International Sector Divi..

+0.13 (+0.40%)

USD 0.30B
FIVA Fidelity® International Value..

+0.06 (+0.25%)

USD 0.17B
FIDI Fidelity® International High ..

+0.10 (+0.47%)

USD 0.10B

ETFs Containing DOL

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

+0.34 (+-0.07%)

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

+0.14 (+-0.07%)

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

+0.03 (+-0.07%)

CAD 0.08B
NSCE:CA NBI Sustainable Canadian .. 5.87 % 0.00 %

+0.12 (+-0.07%)

CAD 1.98B
FST:CA First Trust Canadian Capi.. 4.12 % 0.66 %

-0.10 (-0.07%)

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

+0.17 (+-0.07%)

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

+0.09 (+-0.07%)

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

+0.23 (+-0.07%)

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

-0.02 (-0.07%)

N/A
PIZ Invesco DWA Developed Mar.. 2.17 % 0.80 %

+0.02 (+-0.07%)

USD 0.14B
MKC:CA Mackenzie Maximum Diversi.. 0.00 % 0.59 %

N/A

N/A
MVIN 0.00 % 0.55 %

N/A

N/A
FCCM:CA 0.00 % 0.00 %

N/A

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

+0.08 (+-0.07%)

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 9.38% 74% C 56% F
Dividend Return 2.62% 47% F 52% F
Total Return 12.00% 74% C 56% F
Trailing 12 Months  
Capital Gain 17.08% 79% B- 55% F
Dividend Return 3.50% 42% F 50% F
Total Return 20.58% 74% C 54% F
Trailing 5 Years  
Capital Gain 17.54% 53% F 55% F
Dividend Return 18.40% 58% F 65% D
Total Return 35.94% 53% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 4.42% 53% F 54% F
Dividend Return 8.26% 42% F 58% F
Total Return 3.84% 68% D+ 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 13.19% 95% A 69% C-
Risk Adjusted Return 62.60% 84% 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.