DOL:NYE-WisdomTree International LargeCap Dividend Fund (USD)

ETF | Foreign Large Value |

Last Closing

USD 49.75

Change

+0.18 (+0.36)%

Market Cap

N/A

Volume

9.69K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Foreign Large Value

Symbol Name Price(Change) Market Cap
FNDF Schwab Fundamental Internation..

+0.12 (+0.36%)

USD 13.17B
IVLU iShares Edge MSCI Intl Value F..

+0.08 (+0.30%)

USD 1.74B
PXF Invesco FTSE RAFI Developed Ma..

+0.17 (+0.35%)

USD 1.66B
HDEF Xtrackers MSCI EAFE High Divid..

+0.07 (+0.29%)

USD 1.64B
TLTD FlexShares Morningstar Develop..

+0.24 (+0.35%)

USD 0.44B
VIDI Vident International Equity Fu..

+0.15 (+0.59%)

USD 0.34B
IDOG ALPS International Sector Divi..

+0.15 (+0.52%)

USD 0.28B
FIVA Fidelity® International Value..

+0.17 (+0.70%)

USD 0.17B
FIDI Fidelity® International High ..

+0.06 (+0.31%)

USD 0.09B
FGD First Trust Dow Jones Global S..

+0.14 (+0.63%)

N/A

ETFs Containing DOL

ZFN:CA BMO SIA Focused North Ame.. 6.49 % 0.00 %

+0.85 (+0.50%)

CAD 0.25B
NSCE:CA NBI Sustainable Canadian .. 5.46 % 0.00 %

+0.16 (+0.50%)

CAD 1.98B
QXM:CA First Asset Morningstar N.. 5.02 % 0.58 %

+0.03 (+0.50%)

CAD 0.08B
BGC:CA Bristol Gate Concentrated.. 4.80 % 0.84 %

+0.07 (+0.50%)

CAD 0.03B
XCG:CA iShares Canadian Growth 3.23 % 0.55 %

+0.21 (+0.50%)

CAD 0.10B
FCCQ:CA Fidelity Canadian High Qu.. 2.95 % 0.39 %

+0.12 (+0.50%)

CAD 0.21B
OAIM OneAscent International E.. 2.85 % 0.00 %

+0.05 (+0.50%)

N/A
CDEF:CA Manulife Smart Defensive .. 2.57 % 0.00 %

N/A

CAD 1.44M
TDI Touchstone Dynamic Intern.. 2.33 % 0.00 %

+0.14 (+0.50%)

N/A
MKC:CA 0.00 % 0.59 %

N/A

N/A
MVIN 0.00 % 0.55 %

N/A

N/A
PIZ Invesco DWA Developed Mar.. 0.00 % 0.80 %

+0.11 (+0.50%)

USD 0.18B
FST:CA First Trust Canadian Capi.. 0.00 % 0.66 %

+0.14 (+0.50%)

CAD 0.11B
INOC:CA Global X Inovestor Canadi.. 0.00 % 0.66 %

+0.04 (+0.50%)

CAD 0.04B
FCCM:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.00% 82% B 42% F
Dividend Return 3.12% 47% F 47% F
Total Return 4.12% 71% C- 38% F
Trailing 12 Months  
Capital Gain 1.19% 76% C+ 43% F
Dividend Return 3.12% 47% F 47% F
Total Return 4.31% 71% C- 40% F
Trailing 5 Years  
Capital Gain 1.68% 59% D- 50% F
Dividend Return 17.47% 35% F 58% F
Total Return 19.15% 53% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain 5.72% 41% F 53% F
Dividend Return 9.55% 35% F 57% F
Total Return 3.83% 71% C- 73% C
Risk Return Profile  
Volatility (Standard Deviation) 12.71% 88% B+ 73% C
Risk Adjusted Return 75.19% 88% B+ 86% B+
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 risk adjusted returns

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.

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.