DTD:NYE-WisdomTree U.S. Total Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 78.65

Change

-0.44 (-0.56)%

Market Cap

N/A

Volume

0.02M

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: 2024-11-14 )

Largest Industry Peers for Large Value

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

-0.13 (-0.45%)

USD 65.68B
DGRO iShares Core Dividend Growth E..

-0.39 (-0.61%)

USD 31.12B
FNDX Schwab Fundamental U.S. Large ..

-0.15 (-0.61%)

USD 17.76B
SCHV Schwab U.S. Large-Cap Value ET..

-0.14 (-0.51%)

USD 12.10B
SPYD SPDR® Portfolio S&P 500 High ..

-0.16 (-0.35%)

USD 6.96B
VOOV Vanguard S&P 500 Value Index F..

-1.14 (-0.59%)

USD 5.38B
FDVV Fidelity® High Dividend ETF

-0.13 (-0.25%)

USD 4.08B
SPHD Invesco S&P 500® High Dividen..

-0.18 (-0.36%)

USD 3.47B
IWX iShares Russell Top 200 Value ..

-0.53 (-0.64%)

USD 3.12B
LRGF iShares U.S. Equity Factor ETF

-0.37 (-0.60%)

USD 2.32B

ETFs Containing DTD

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 20.30% 84% B 75% C
Dividend Return 1.90% 54% F 36% F
Total Return 22.19% 86% B+ 74% C
Trailing 12 Months  
Capital Gain 27.95% 81% B- 72% C
Dividend Return 2.63% 49% F 36% F
Total Return 30.58% 69% C- 72% C
Trailing 5 Years  
Capital Gain 52.53% 56% F 71% C-
Dividend Return 14.45% 50% F 46% F
Total Return 66.98% 52% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 9.01% 17% F 64% D
Dividend Return 11.07% 15% F 63% D
Total Return 2.05% 56% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 16.20% 54% F 64% D
Risk Adjusted Return 68.33% 31% F 82% 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:

There is nothing we particularly like

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.