DLN:NYE-WisdomTree U.S. LargeCap Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 77.81

Change

-0.49 (-0.63)%

Market Cap

N/A

Volume

0.07M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Large Value

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

-1.69 (-1.99%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

-0.79 (-1.26%)

USD 30.27B
IUSV iShares Core S&P U.S. Value ET..

-1.23 (-1.29%)

USD 19.13B
FNDX Schwab Fundamental U.S. Large ..

-0.72 (-1.01%)

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

-0.92 (-1.15%)

USD 11.82B
SPYD SPDR® Portfolio S&P 500 High ..

-0.31 (-0.68%)

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

-1.24 (-0.65%)

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

-0.29 (-0.58%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

-0.18 (-0.36%)

USD 3.58B
IWX iShares Russell Top 200 Value ..

-0.84 (-1.04%)

USD 3.18B

ETFs Containing DLN

IUKP:LSE iShares UK Property UCITS 4.61 % 0.00 %

+0.45 (+-0.34%)

USD 0.63B
UKPH:XETRA iShares UK Property UCITS.. 4.53 % 0.00 %

-0.01 (-0.34%)

N/A
IUKP:SW iShares UK Property UCITS.. 4.52 % 0.00 %

+0.01 (+-0.34%)

USD 0.62B
WBAL 0.00 % 0.03 %

N/A

N/A
UKRE:LSE iShares MSCI Target UK Re.. 0.00 % 0.00 %

-1.00 (-0.34%)

USD 0.12B
PFV 0.00 % 0.00 %

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 17.22% 93% A 76% C+
Dividend Return 1.70% 44% F 36% F
Total Return 18.92% 93% A 74% C
Trailing 12 Months  
Capital Gain 26.58% 67% D+ 71% C-
Dividend Return 2.60% 56% F 38% F
Total Return 29.18% 73% C 70% C-
Trailing 5 Years  
Capital Gain 57.81% 65% D 74% C
Dividend Return 12.50% 57% F 46% F
Total Return 70.31% 64% D 74% C
Average Annual (5 Year Horizon)  
Capital Gain 9.46% 31% F 67% D+
Dividend Return 11.58% 29% F 66% D+
Total Return 2.12% 59% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 13.53% 90% A- 68% D+
Risk Adjusted Return 85.59% 75% C 93% 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:
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.