DTD:NYE-WisdomTree U.S. Total Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 76.39

Change

+0.04 (+0.05)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Large Value

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

+0.13 (+0.15%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

-0.01 (-0.02%)

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

+0.02 (+0.03%)

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

+0.11 (+0.14%)

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

+0.01 (+0.02%)

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

-0.15 (-0.08%)

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

+0.06 (+0.12%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

+0.19 (+0.38%)

USD 3.58B
IWX iShares Russell Top 200 Value ..

+0.07 (+0.09%)

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

+0.11 (+0.19%)

USD 2.22B

ETFs Containing DTD

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 16.84% 84% B 75% C
Dividend Return 1.49% 50% F 33% F
Total Return 18.33% 82% B 72% C
Trailing 12 Months  
Capital Gain 27.04% 59% D- 71% C-
Dividend Return 2.39% 57% F 35% F
Total Return 29.44% 55% F 69% C-
Trailing 5 Years  
Capital Gain 54.60% 51% F 72% C
Dividend Return 12.11% 53% F 44% F
Total Return 66.71% 51% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 9.47% 33% F 67% D+
Dividend Return 11.61% 31% F 66% D+
Total Return 2.15% 61% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 14.43% 79% B- 66% D+
Risk Adjusted Return 80.47% 56% F 90% 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:
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.