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

ETF | Large Value |

Last Closing

USD 79.79

Change

-0.60 (-0.75)%

Market Cap

N/A

Volume

0.08M

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: 2024-10-21 )

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 DLN

UKPH:XETRA iShares UK Property UCITS.. 4.53 % 0.00 %

-0.07 (-1.56%)

N/A
IUKP:SW iShares UK Property UCITS.. 4.50 % 0.00 %

-0.07 (-1.56%)

USD 0.62B
IUKP:LSE iShares UK Property UCITS 4.39 % 0.00 %

-7.10 (-1.56%)

USD 0.62B
WBAL 0.00 % 0.03 %

N/A

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

-2.60 (-1.56%)

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 -39.90% 12% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -39.90% 12% F 17% F
Trailing 12 Months  
Capital Gain -33.71% 12% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -33.71% 12% F 16% F
Trailing 5 Years  
Capital Gain -20.05% 12% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -20.05% 12% F 34% F
Average Annual (5 Year Horizon)  
Capital Gain 9.33% 27% F 66% D+
Dividend Return 11.44% 17% F 65% D
Total Return 2.11% 58% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 14.38% 81% B- 67% D+
Risk Adjusted Return 79.54% 58% F 90% 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:
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.