DTD:NYE-WisdomTree U.S. Total Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 77.15

Change

+0.89 (+1.17)%

Market Cap

N/A

Volume

0.02M

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 Large Value

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

+0.21 (+0.77%)

USD 64.95B
DGRO iShares Core Dividend Growth E..

+0.52 (+0.84%)

USD 29.90B
FNDX Schwab Fundamental U.S. Large ..

+0.20 (+0.84%)

USD 17.58B
SCHV Schwab U.S. Large-Cap Value ET..

+0.20 (+0.77%)

USD 11.65B
SPYD SPDR® Portfolio S&P 500 High ..

+0.25 (+0.58%)

USD 6.71B
VOOV Vanguard S&P 500 Value Index F..

+1.52 (+0.82%)

USD 6.30B
FDVV Fidelity® High Dividend ETF

+0.38 (+0.76%)

USD 4.20B
SPHD Invesco S&P 500® High Dividen..

+0.21 (+0.43%)

USD 3.40B
LRGF iShares U.S. Equity Factor ETF

+0.60 (+0.98%)

USD 2.37B
IWX iShares Russell Top 200 Value ..

+0.60 (+0.76%)

USD 2.28B

ETFs Containing DTD

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 18.00% 84% B 75% C
Dividend Return 1.90% 40% F 32% F
Total Return 19.90% 86% B+ 73% C
Trailing 12 Months  
Capital Gain 18.07% 81% B- 76% C+
Dividend Return 1.90% 41% F 32% F
Total Return 19.97% 83% B 74% C
Trailing 5 Years  
Capital Gain 46.17% 54% F 72% C
Dividend Return 13.58% 52% F 44% F
Total Return 59.75% 52% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.64% 17% F 64% D
Dividend Return 11.71% 15% F 63% D
Total Return 2.07% 60% D- 49% F
Risk Return Profile  
Volatility (Standard Deviation) 16.46% 54% F 63% D
Risk Adjusted Return 71.13% 19% F 82% 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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

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.

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.