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

ETF | Large Value |

Last Closing

USD 99.2

Change

-0.67 (-0.67)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-03 )

Largest Industry Peers for Large Value

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

-0.16 (-0.55%)

USD 68.00B
DGRO iShares Core Dividend Growth E..

-0.26 (-0.40%)

USD 31.31B
FNDX Schwab Fundamental U.S. Large ..

-0.10 (-0.40%)

USD 18.14B
SCHV Schwab U.S. Large-Cap Value ET..

-0.16 (-0.57%)

USD 12.41B
SPYD SPDR® Portfolio S&P 500 High ..

-0.35 (-0.75%)

USD 7.22B
VOOV Vanguard S&P 500 Value Index F..

-1.15 (-0.58%)

USD 5.55B
FDVV Fidelity® High Dividend ETF

-0.14 (-0.27%)

USD 4.27B
SPHD Invesco S&P 500® High Dividen..

-0.41 (-0.80%)

USD 3.65B
IWX iShares Russell Top 200 Value ..

-0.51 (-0.60%)

USD 2.45B
LRGF iShares U.S. Equity Factor ETF

+0.13 (+0.21%)

USD 2.35B

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 20.71% 68% D+ 72% C
Dividend Return 3.20% 86% B+ 50% F
Total Return 23.91% 80% B- 72% C
Trailing 12 Months  
Capital Gain 24.98% 48% F 70% C-
Dividend Return 3.98% 84% B 52% F
Total Return 28.97% 63% D 71% C-
Trailing 5 Years  
Capital Gain 31.36% 13% F 62% D
Dividend Return 20.10% 82% B 62% D
Total Return 51.45% 15% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 7.94% 10% F 61% D-
Dividend Return 11.18% 10% F 63% D
Total Return 3.24% 90% A- 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 13.00% 98% N/A 71% C-
Risk Adjusted Return 86.04% 65% D 92% 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.