Values as of: 2024-12-24
ETF | Large Blend |
Last Closing
USD 50.4349Change
+0.40 (+0.81)%Market Cap
USD 0.62BVolume
0.03MAnalyst Target
N/AVerdict
Verdict
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The Adviser employs a full replication methodology in seeking to track the underlying index, meaning that the fund generally invests in all of the securities comprising the index in proportion to their weightings in the index. The index is designed to measure the performance of equity securities of U.S. companies that tend to have larger, higher quality businesses.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| DGRW | WisdomTree U.S. Quality Divide.. |
+0.60 (+0.73%) |
USD 15.31B |
| ESGU | iShares ESG Aware MSCI USA ETF |
+1.45 (+1.11%) |
USD 14.46B |
| FTCS | First Trust Capital Strength E.. |
+0.72 (+0.82%) |
USD 9.07B |
| VONE | Vanguard Russell 1000 Index Fu.. |
+3.18 (+1.18%) |
USD 5.50B |
| VTHR | Vanguard Russell 3000 Index Fu.. |
+3.22 (+1.22%) |
USD 3.31B |
| USMC | Principal U.S. Mega-Cap ETF |
+0.88 (+1.45%) |
USD 2.61B |
| FEX | First Trust Large Cap Core Alp.. |
+1.11 (+1.06%) |
USD 1.36B |
| PKW | Invesco BuyBack Achievers ETF |
+1.12 (+0.97%) |
USD 1.32B |
| CATH | Global X S&P 500® Catholic Va.. |
+0.98 (+1.36%) |
USD 1.01B |
| SUSL | iShares ESG MSCI USA Leaders E.. |
+1.21 (+1.15%) |
USD 1.00B |
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 | 16.48% | 32% | F | 71% | C- | ||
| Dividend Return | 1.29% | 74% | C | 24% | F | ||
| Total Return | 17.77% | 32% | F | 70% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 15.60% | 32% | F | 71% | C- | ||
| Dividend Return | 1.28% | 63% | D | 23% | F | ||
| Total Return | 16.88% | 32% | F | 70% | C- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 81.55% | 74% | C | 83% | B | ||
| Dividend Return | 11.11% | 95% | A | 42% | F | ||
| Total Return | 92.66% | 79% | B- | 83% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 17.15% | 95% | A | 70% | C- | ||
| Dividend Return | 18.69% | 100% | F | 71% | C- | ||
| Total Return | 1.54% | 79% | B- | 39% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 18.55% | 53% | F | 79% | B- | ||
| Risk Adjusted Return | 100.75% | 89% | A- | 97% | N/A | ||
| Market Capitalization | 0.62B | 42% | F | 64% | D | ||
| 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 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.
