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

ETF | Foreign Large Value |

Last Closing

USD 54.49

Change

+0.92 (+1.71)%

Market Cap

N/A

Volume

0.04M

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: 2024-09-26 )

Largest Industry Peers for Foreign Large Value

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

+0.73 (+1.97%)

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

+0.63 (+2.16%)

USD 1.82B
PXF Invesco FTSE RAFI Developed Ma..

+1.31 (+2.55%)

USD 1.77B
HDEF Xtrackers MSCI EAFE High Divid..

+0.43 (+1.61%)

USD 1.74B
TLTD FlexShares Morningstar Develop..

+1.50 (+2.03%)

USD 0.49B
VIDI Vident International Equity Fu..

+0.66 (+2.48%)

USD 0.35B
IDOG ALPS International Sector Divi..

+0.42 (+1.34%)

USD 0.30B
FIVA Fidelity® International Value..

+0.56 (+2.13%)

USD 0.17B
FIDI Fidelity® International High ..

+0.28 (+1.32%)

USD 0.10B
FID First Trust Intl Multi-Asset D..

+0.19 (+1.08%)

USD 0.08B

ETFs Containing DOL

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

-0.09 (2.44%)

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

-0.14 (2.44%)

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

+0.26 (+2.44%)

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

+0.09 (+2.44%)

CAD 1.98B
TCLV:CA TD Q Canadian Low Volatil.. 5.05 % 0.00 %

+0.11 (+2.44%)

CAD 0.04B
FST:CA First Trust Canadian Capi.. 4.12 % 0.66 %

+0.24 (+2.44%)

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

+0.18 (+2.44%)

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

-0.24 (2.44%)

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

+0.71 (+2.44%)

N/A
CDEF:CA Manulife Smart Defensive .. 2.51 % 0.00 %

+0.03 (+2.44%)

CAD 1.39M
TDI Touchstone Dynamic Intern.. 2.33 % 0.00 %

+0.74 (+2.44%)

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

+0.92 (+2.44%)

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

+0.11 (+2.44%)

N/A
MVIN 0.00 % 0.55 %

N/A

N/A
FCCM:CA 0.00 % 0.00 %

N/A

N/A

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 10.62% 63% D 56% F
Dividend Return 3.12% 58% F 60% D-
Total Return 13.74% 63% D 59% D-
Trailing 12 Months  
Capital Gain 18.84% 53% F 54% F
Dividend Return 4.05% 47% F 56% F
Total Return 22.89% 63% D 55% F
Trailing 5 Years  
Capital Gain 18.79% 53% F 54% F
Dividend Return 18.92% 58% F 66% D+
Total Return 37.71% 53% F 55% 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.