DHS:NYE-WisdomTree U.S. High Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 94.93

Change

-1.14 (-1.19)%

Market Cap

N/A

Volume

0.03M

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: 2024-10-21 )

Largest Industry Peers for Large Value

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

-0.34 (-1.18%)

USD 64.18B
DGRO iShares Core Dividend Growth E..

-0.57 (-0.89%)

USD 30.75B
FNDX Schwab Fundamental U.S. Large ..

-0.19 (-0.78%)

USD 17.45B
SCHV Schwab U.S. Large-Cap Value ET..

-0.26 (-0.95%)

USD 12.08B
SPYD SPDR® Portfolio S&P 500 High ..

-0.60 (-1.30%)

USD 6.94B
VOOV Vanguard S&P 500 Value Index F..

-1.62 (-0.83%)

USD 5.25B
FDVV Fidelity® High Dividend ETF

-0.24 (-0.46%)

USD 3.89B
SPHD Invesco S&P 500® High Dividen..

-0.58 (-1.14%)

USD 3.51B
IWX iShares Russell Top 200 Value ..

-0.60 (-0.72%)

USD 3.25B
LRGF iShares U.S. Equity Factor ETF

-0.14 (-0.23%)

USD 2.24B

ETFs Containing DHS

WBAL 0.00 % 0.03 %

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 15.51% 44% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.51% 46% F 70% C-
Trailing 12 Months  
Capital Gain 25.94% 19% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.94% 25% F 64% D
Trailing 5 Years  
Capital Gain 26.51% 23% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.51% 23% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 6.81% 8% B- 60% D-
Dividend Return 10.16% 10% F 62% D
Total Return 3.35% 90% A- 65% D
Risk Return Profile  
Volatility (Standard Deviation) 13.11% 96% N/A 70% C-
Risk Adjusted Return 77.55% 48% F 88% 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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:
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.