Values as of: 2024-11-17
ETF | Large Blend |
Last Closing
USD 61.78Change
0.00 (0.00)%Market Cap
USD 1.06BVolume
0.03MAnalyst Target
N/AVerdict
Verdict
At least 95% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of the 500 largest companies ranked by market capitalization in the WisdomTree U.S. Total Market Index which is comprised of earnings-generating companies within the large-capitalization segment of the U.S. stock market. It is non-diversified.
Company Website : http://www.wisdomtree.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VTI | Vanguard Total Stock Market In.. |
N/A |
USD 443.32B |
| SCHX | Schwab U.S. Large-Cap ETF |
N/A |
USD 50.15B |
| SPLG | SPDR® Portfolio S&P 500 ETF |
N/A |
USD 48.51B |
| GSLC | Goldman Sachs ActiveBeta® U.S.. |
N/A |
USD 13.67B |
| DYNF | BlackRock US Equity Factor Rot.. |
N/A |
USD 13.25B |
| SPTM | SPDR® Portfolio S&P 1500 Comp.. |
N/A |
USD 9.18B |
| SPLV | Invesco S&P 500® Low Volatili.. |
N/A |
USD 7.58B |
| JQUA | JPMorgan U.S. Quality Factor E.. |
N/A |
USD 5.05B |
| SCHK | Schwab 1000 ETF |
N/A |
USD 3.82B |
| SUSA | iShares MSCI USA ESG Select |
N/A |
USD 3.66B |
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 | 23.26% | 69% | C- | 80% | B- | ||
| Dividend Return | 1.30% | 85% | B | 24% | F | ||
| Total Return | 24.56% | 78% | C+ | 79% | B- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 29.84% | 57% | F | 77% | C+ | ||
| Dividend Return | 1.87% | 83% | B | 26% | F | ||
| Total Return | 31.72% | 67% | D+ | 76% | C+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 73.88% | 46% | F | 79% | B- | ||
| Dividend Return | 11.25% | 81% | B- | 34% | F | ||
| Total Return | 85.13% | 47% | F | 79% | B- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 10.94% | 25% | F | 68% | D+ | ||
| Dividend Return | 12.74% | 32% | F | 67% | D+ | ||
| Total Return | 1.80% | 93% | A | 44% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 22.12% | 22% | F | 50% | F | ||
| Risk Adjusted Return | 57.61% | 24% | F | 74% | C | ||
| Market Capitalization | 1.06B | 66% | D+ | 58% | 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.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
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.
The stock is trading high compared to its peers median on a price to book value basis.
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.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
