Values as of: 2024-11-18
ETF | Large Value |
Last Closing
USD 51.7Change
+0.35 (+0.68)%Market Cap
USD 4.08BVolume
0.42MAnalyst Target
N/AVerdict
Verdict
The fund normally invests at least 80% of assets in securities included in the underlying index and in depository receipts representing securities included in the underlying index. The underlying index is designed to reflect the performance of stocks of large and mid-capitalization high-dividend-paying companies that are expected to continue to pay and grow their dividends.
Company Website : http://www.institutional.fidelity.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ET.. |
+0.16 (+0.56%) |
USD 65.68B |
| DGRO | iShares Core Dividend Growth E.. |
+0.25 (+0.40%) |
USD 31.12B |
| FNDX | Schwab Fundamental U.S. Large .. |
+0.12 (+0.49%) |
USD 17.76B |
| SCHV | Schwab U.S. Large-Cap Value ET.. |
+0.16 (+0.59%) |
USD 12.10B |
| SPYD | SPDR® Portfolio S&P 500 High .. |
+0.26 (+0.57%) |
USD 6.96B |
| VOOV | Vanguard S&P 500 Value Index F.. |
+0.80 (+0.41%) |
USD 5.38B |
| SPHD | Invesco S&P 500® High Dividen.. |
+0.24 (+0.48%) |
USD 3.47B |
| IWX | iShares Russell Top 200 Value .. |
+0.40 (+0.48%) |
USD 3.12B |
| LRGF | iShares U.S. Equity Factor ETF |
+0.21 (+0.35%) |
USD 2.32B |
| QDF | FlexShares Quality Dividend In.. |
+0.24 (+0.34%) |
USD 1.91B |
N/A
| 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 | 22.28% | 96% | N/A | 78% | C+ | ||
| Dividend Return | 2.34% | 70% | C- | 41% | F | ||
| Total Return | 24.62% | 96% | N/A | 78% | C+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 28.74% | 88% | B+ | 76% | C+ | ||
| Dividend Return | 3.51% | 75% | C | 47% | F | ||
| Total Return | 32.25% | 88% | B+ | 77% | C+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 65.33% | 79% | B- | 76% | C+ | ||
| Dividend Return | 19.92% | 78% | C+ | 62% | D | ||
| Total Return | 85.26% | 88% | B+ | 78% | C+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 13.91% | 79% | B- | 74% | C | ||
| Dividend Return | 17.06% | 92% | A | 76% | C+ | ||
| Total Return | 3.16% | 88% | B+ | 66% | D+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 16.71% | 50% | F | 63% | D | ||
| Risk Adjusted Return | 102.14% | 96% | N/A | 97% | N/A | ||
| Market Capitalization | 4.08B | 79% | B- | 75% | C | ||
| 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 dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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 is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
