LVHD:NSD-Legg Mason Low Volatility High Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 40.72

Change

+0.17 (+0.42)%

Market Cap

USD 0.59B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is composed of stocks of U.S. companies across a wide range of market capitalizations, including the largest 3,000 U.S. stocks as determined by the Solactive US Broad Market Index. The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose the index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

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ETFs Containing LVHD

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 12.02% 21% F 69% C-
Dividend Return 1.42% 38% F 33% F
Total Return 13.44% 21% F 69% C-
Trailing 12 Months  
Capital Gain 22.47% 21% F 67% D+
Dividend Return 3.34% 71% C- 50% F
Total Return 25.81% 29% F 68% D+
Trailing 5 Years  
Capital Gain 24.34% 13% F 61% D-
Dividend Return 15.44% 71% C- 62% D
Total Return 39.78% 13% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 5.00% N/A N/A 57% F
Dividend Return 8.08% N/A N/A 60% D-
Total Return 3.09% N/A N/A 65% D
Risk Return Profile  
Volatility (Standard Deviation) 13.34% N/A N/A 84% B
Risk Adjusted Return 60.60% N/A N/A 84% B
Market Capitalization 0.59B 41% F 64% D

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.