Values as of: 2024-11-16
ETF | Large Blend |
Last Closing
USD 53.322Change
0.00 (0.00)%Market Cap
USD 0.26BVolume
0.02MAnalyst Target
N/AVerdict
Verdict
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets in securities included in the Nasdaq Victory Dividend Accelerator Index (the index). The index utilizes a rules-based approach designed to identify dividend paying stocks with a higher likelihood of future dividend growth.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| DGRW | WisdomTree U.S. Quality Divide.. |
N/A |
USD 14.54B |
| ESGU | iShares ESG Aware MSCI USA ETF |
N/A |
USD 13.31B |
| FTCS | First Trust Capital Strength E.. |
N/A |
USD 8.86B |
| VONE | Vanguard Russell 1000 Index Fu.. |
N/A |
USD 5.09B |
| VTHR | Vanguard Russell 3000 Index Fu.. |
N/A |
USD 2.73B |
| USMC | Principal U.S. Mega-Cap ETF |
N/A |
USD 2.50B |
| FEX | First Trust Large Cap Core Alp.. |
N/A |
USD 1.28B |
| PKW | Invesco BuyBack Achievers ETF |
N/A |
USD 1.22B |
| SUSL | iShares ESG MSCI USA Leaders E.. |
N/A |
USD 1.09B |
| CATH | Global X S&P 500® Catholic Va.. |
N/A |
USD 0.90B |
N/A
| Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 12.07% | 11% | F | 68% | D+ | ||
| Dividend Return | 1.87% | 100% | F | 37% | F | ||
| Total Return | 13.94% | 11% | F | 67% | D+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 20.07% | 16% | F | 66% | D+ | ||
| Dividend Return | 2.50% | 100% | F | 36% | F | ||
| Total Return | 22.57% | 16% | F | 66% | D+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 52.08% | 16% | F | 73% | C | ||
| Dividend Return | 11.39% | 84% | B | 40% | F | ||
| Total Return | 63.46% | 21% | F | 74% | C | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 10.13% | 26% | F | 62% | D | ||
| Dividend Return | 11.73% | 26% | F | 62% | D | ||
| Total Return | 1.60% | 95% | A | 42% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 12.45% | 100% | F | 86% | B+ | ||
| Risk Adjusted Return | 94.18% | 79% | B- | 95% | A | ||
| Market Capitalization | 0.26B | 26% | F | 52% | F | ||
| 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.
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.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
