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

ETF | Large Value |

Last Closing

USD 79.8

Change

-0.54 (-0.67)%

Market Cap

N/A

Volume

0.16M

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: 2024-11-15 )

Largest Industry Peers for Large Value

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

-0.25 (-0.87%)

USD 65.68B
DGRO iShares Core Dividend Growth E..

-0.40 (-0.63%)

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

-0.17 (-0.69%)

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

-0.13 (-0.48%)

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

+0.02 (+0.04%)

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

-0.57 (-0.29%)

USD 5.38B
FDVV Fidelity® High Dividend ETF

-0.21 (-0.41%)

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

-0.03 (-0.06%)

USD 3.47B
IWX iShares Russell Top 200 Value ..

-0.20 (-0.24%)

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

-0.87 (-1.42%)

USD 2.32B

ETFs Containing DLN

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

+0.03 (+0.66%)

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

N/A

USD 0.58B
WBAL 0.00 % 0.03 %

N/A

N/A
IUKP:LSE iShares UK Property UCITS 0.00 % 0.00 %

+1.70 (+0.66%)

USD 0.58B
UKRE:LSE iShares MSCI Target UK Re.. 0.00 % 0.00 %

+2.75 (+0.66%)

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 20.22% 90% A- 76% C+
Dividend Return 1.86% 50% F 35% F
Total Return 22.08% 90% A- 75% C
Trailing 12 Months  
Capital Gain 26.49% 77% C+ 73% C
Dividend Return 2.54% 45% F 36% F
Total Return 29.03% 69% C- 72% C
Trailing 5 Years  
Capital Gain 54.35% 63% D 73% C
Dividend Return 14.41% 48% F 46% F
Total Return 68.76% 62% D 73% C
Average Annual (5 Year Horizon)  
Capital Gain 8.91% 15% F 63% D
Dividend Return 10.94% 13% F 63% D
Total Return 2.03% 48% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 15.47% 58% F 66% D+
Risk Adjusted Return 70.76% 35% F 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:

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.