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

ETF | Foreign Large Value |

Last Closing

USD 50.22

Change

+0.15 (+0.30)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-14 )

Largest Industry Peers for Foreign Large Value

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

+0.09 (+0.26%)

USD 13.68B
IVLU iShares Edge MSCI Intl Value F..

+0.08 (+0.29%)

USD 1.75B
PXF Invesco FTSE RAFI Developed Ma..

+0.11 (+0.23%)

USD 1.71B
HDEF Xtrackers MSCI EAFE High Divid..

-0.02 (-0.08%)

USD 1.70B
TLTD FlexShares Morningstar Develop..

+0.07 (+0.10%)

USD 0.46B
VIDI Vident International Equity Fu..

-0.02 (-0.10%)

USD 0.34B
IDOG ALPS International Sector Divi..

+0.12 (+0.40%)

USD 0.30B
FIVA Fidelity® International Value..

+0.08 (+0.32%)

USD 0.17B
FIDI Fidelity® International High ..

+0.07 (+0.35%)

USD 0.10B
DMDV AAM S&P Developed Markets High..

N/A

USD 2.13M

ETFs Containing DOL

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

-0.15 (-0.10%)

CAD 0.24B
ZFC:CA BMO SIA Focused Canadian .. 6.59 % 0.00 %

-0.27 (-0.10%)

CAD 0.07B
QXM:CA First Asset Morningstar N.. 6.25 % 0.58 %

+0.19 (+-0.10%)

CAD 0.08B
XCG:CA iShares Canadian Growth 3.38 % 0.55 %

-0.52 (-0.10%)

CAD 0.10B
OAIM OneAscent International E.. 2.85 % 0.00 %

+0.04 (+-0.10%)

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

-0.03 (-0.10%)

N/A
MKC:CA 0.00 % 0.59 %

N/A

N/A
MVIN 0.00 % 0.55 %

N/A

N/A
PIZ Invesco DWA Developed Mar.. 0.00 % 0.80 %

-0.26 (-0.10%)

USD 0.14B
FCCQ:CA Fidelity Canadian High Qu.. 0.00 % 0.39 %

+0.11 (+-0.10%)

CAD 0.18B
INOC:CA Global X Inovestor Canadi.. 0.00 % 0.66 %

N/A

CAD 0.04B
FCCM:CA 0.00 % 0.00 %

N/A

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

-0.05 (-0.10%)

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 1.95% 33% F 36% F
Dividend Return 3.12% 56% F 51% F
Total Return 5.07% 50% F 34% F
Trailing 12 Months  
Capital Gain 8.14% 39% F 40% F
Dividend Return 3.99% 28% F 52% F
Total Return 12.13% 44% F 39% F
Trailing 5 Years  
Capital Gain 4.80% 56% F 48% F
Dividend Return 18.51% 39% F 60% D-
Total Return 23.31% 44% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain 5.35% 44% F 54% F
Dividend Return 9.14% 44% F 58% F
Total Return 3.79% 67% D+ 73% C
Risk Return Profile  
Volatility (Standard Deviation) 12.91% 89% A- 72% C
Risk Adjusted Return 70.79% 83% B 84% 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.