ducovest

DHS:NYE-WisdomTree U.S. High Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 97.47

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Large Value

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

N/A

 USD 65.68B
DGRO iShares Core Dividend Growth E..

N/A

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

N/A

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

N/A

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

N/A

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

N/A

 USD 5.38B
FDVV Fidelity® High Dividend ETF

N/A

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

N/A

 USD 3.47B
IWX iShares Russell Top 200 Value ..

N/A

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

N/A

 USD 2.32B

ETFs Containing DHS

WBAL 0.00 % 0.03 %

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 18.61% 78% C+ 74% C
Dividend Return 3.20% 86% B+ 52% F
Total Return 21.81% 86% B+ 75% C
Trailing 12 Months  
Capital Gain 25.04% 50% F 71% C-
Dividend Return 4.43% 86% B+ 56% F
Total Return 29.47% 79% B- 73% C
Trailing 5 Years  
Capital Gain 28.54% 13% F 62% D
Dividend Return 20.36% 82% B 64% D
Total Return 48.90% 15% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 7.59% 10% F 60% D-
Dividend Return 10.81% 10% F 62% D
Total Return 3.22% 90% A- 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 12.96% 98% N/A 72% C
Risk Adjusted Return 83.45% 60% D- 91% A-
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 total returns

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.

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.