XSOE:NYE-WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (USD)

ETF | Diversified Emerging Mkts |

Last Closing

USD 32.87

Change

+1.10 (+3.46)%

Market Cap

N/A

Volume

0.11M

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 Diversified Emerging Mkts

Symbol Name Price(Change) Market Cap
IEMG iShares Core MSCI Emerging Mar..

+1.77 (+3.20%)

USD 80.57B
VWO Vanguard FTSE Emerging Markets..

+1.59 (+3.48%)

USD 78.38B
EEM iShares MSCI Emerging Markets ..

+1.50 (+3.41%)

USD 17.50B
SPEM SPDR® Portfolio Emerging Mark..

+1.36 (+3.45%)

USD 9.53B
FNDE Schwab Fundamental Emerging Ma..

+1.38 (+4.53%)

USD 6.21B
XCEM Columbia EM Core ex-China ETF

+0.65 (+1.98%)

USD 1.23B
GEM Goldman Sachs ActiveBeta® Eme..

+1.15 (+3.42%)

USD 0.95B
JHEM John Hancock Multifactor Emerg..

+0.82 (+2.95%)

USD 0.68B
EDIV SPDR® S&P Emerging Markets Di..

+0.94 (+2.54%)

USD 0.48B
EMQQ EMQQ The Emerging Markets Inte..

+1.60 (+4.42%)

USD 0.38B

ETFs Containing XSOE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Diversified Emerging Mkts) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.82% 62% D 67% D+
Dividend Return 0.52% 16% F 9% A-
Total Return 14.34% 62% D 62% D
Trailing 12 Months  
Capital Gain 23.94% 79% B- 65% D
Dividend Return 1.23% 24% F 16% F
Total Return 25.17% 69% C- 60% D-
Trailing 5 Years  
Capital Gain 17.60% 74% C 55% F
Dividend Return 8.42% 31% F 28% F
Total Return 26.02% 53% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 2.44% 51% F 47% F
Dividend Return 4.03% 33% F 44% F
Total Return 1.59% 36% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 24.63% 18% F 42% F
Risk Adjusted Return 16.35% 28% F 36% F
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:

There is nothing we particularly like

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.