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

ETF | Foreign Large Value |

Last Closing

USD 52.4119

Change

+0.41 (+0.79)%

Market Cap

N/A

Volume

0.01M

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: 2024-11-05 )

Largest Industry Peers for Foreign Large Value

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

+0.38 (+1.07%)

USD 13.70B
IVLU iShares Edge MSCI Intl Value F..

+0.35 (+1.21%)

USD 1.76B
HDEF Xtrackers MSCI EAFE High Divid..

+0.19 (+0.74%)

USD 1.72B
PXF Invesco FTSE RAFI Developed Ma..

+0.53 (+1.07%)

USD 1.71B
TLTD FlexShares Morningstar Develop..

+0.69 (+0.97%)

USD 0.46B
VIDI Vident International Equity Fu..

+0.29 (+1.11%)

USD 0.34B
IDOG ALPS International Sector Divi..

+0.19 (+0.63%)

USD 0.30B
FIVA Fidelity® International Value..

+0.24 (+0.93%)

USD 0.17B
FIDI Fidelity® International High ..

+0.03 (+0.13%)

USD 0.10B
EFAS Global X MSCI SuperDividend® ..

+0.01 (+0.07%)

USD 0.01B

ETFs Containing DOL

ZFN:CA BMO SIA Focused North Ame.. 6.60 % 0.00 %

+0.45 (+1.21%)

CAD 0.22B
ZFC:CA BMO SIA Focused Canadian .. 6.59 % 0.00 %

-0.10 (1.21%)

CAD 0.06B
QXM:CA First Asset Morningstar N.. 6.25 % 0.58 %

-0.04 (1.21%)

CAD 0.08B
INOC:CA Global X Inovestor Canadi.. 4.22 % 0.66 %

+0.02 (+1.21%)

CAD 0.04B
XCG:CA iShares Canadian Growth 3.38 % 0.55 %

+0.42 (+1.21%)

CAD 0.09B
OAIM OneAscent International E.. 2.85 % 0.00 %

+0.24 (+1.21%)

N/A
TDI Touchstone Dynamic Intern.. 2.33 % 0.00 %

+0.36 (+1.21%)

N/A
PIZ Invesco DWA Developed Mar.. 2.20 % 0.80 %

+0.31 (+1.21%)

USD 0.14B
MKC:CA 0.00 % 0.59 %

N/A

N/A
MVIN 0.00 % 0.55 %

N/A

N/A
FCCQ:CA Fidelity Canadian High Qu.. 0.00 % 0.39 %

+0.07 (+1.21%)

CAD 0.17B
FCCM:CA 0.00 % 0.00 %

N/A

N/A
TCLV:CA TD Q Canadian Low Volatil.. 0.00 % 0.00 %

+0.11 (+1.21%)

CAD 0.04B

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 6.40% 63% D 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.40% 63% D 51% F
Trailing 12 Months  
Capital Gain 15.67% 58% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.67% 58% F 53% F
Trailing 5 Years  
Capital Gain 8.90% 63% D 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.90% 63% D 58% F
Average Annual (5 Year Horizon)  
Capital Gain 5.22% 44% F 55% F
Dividend Return 9.03% 44% F 59% D-
Total Return 3.81% 67% D+ 73% C
Risk Return Profile  
Volatility (Standard Deviation) 12.98% 89% A- 70% C-
Risk Adjusted Return 69.56% 83% B 83% 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.