DLN:NYE-WisdomTree U.S. LargeCap Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 77.25

Change

+0.48 (+0.63)%

Market Cap

N/A

Volume

0.27M

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: 2025-01-13 )

Largest Industry Peers for Large Value

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

+0.29 (+1.07%)

USD 64.95B
DGRO iShares Core Dividend Growth E..

+0.48 (+0.79%)

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

+0.17 (+0.72%)

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

+0.18 (+0.70%)

USD 11.55B
SPYD SPDR® Portfolio S&P 500 High ..

+0.44 (+1.04%)

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

+1.41 (+0.78%)

USD 6.30B
FDVV Fidelity® High Dividend ETF

+0.11 (+0.22%)

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

+0.35 (+0.74%)

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

+0.06 (+0.10%)

USD 2.37B
IWX iShares Russell Top 200 Value ..

+0.69 (+0.87%)

USD 2.28B

ETFs Containing DLN

UKPH:XETRA iShares UK Property UCITS.. 4.53 % 0.00 %

-0.01 (-0.20%)

N/A
IUKP:SW iShares UK Property UCITS.. 4.35 % 0.00 %

-0.04 (-0.20%)

USD 0.57B
WBAL 0.00 % 0.03 %

N/A

N/A
IUKP:LSE iShares UK Property UCITS 0.00 % 0.00 %

-0.90 (-0.20%)

USD 0.57B
UKRE:LSE iShares MSCI Target UK Re.. 0.00 % 0.00 %

+2.65 (+-0.20%)

USD 0.12B
PFV 0.00 % 0.00 %

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 -0.69% 37% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.69% 37% F 51% F
Trailing 12 Months  
Capital Gain 15.96% 86% B+ 73% C
Dividend Return 2.13% 46% F 34% F
Total Return 18.08% 88% B+ 72% C
Trailing 5 Years  
Capital Gain 44.53% 63% D 73% C
Dividend Return 13.77% 52% F 45% F
Total Return 58.30% 69% C- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.73% 15% F 64% D
Dividend Return 11.78% 12% F 63% D
Total Return 2.05% 50% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 15.78% 58% F 65% D
Risk Adjusted Return 74.64% 33% F 84% 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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.