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

ETF | Large Value |

Last Closing

USD 94.45

Change

+0.65 (+0.69)%

Market Cap

N/A

Volume

0.02M

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: 2025-01-16 )

Largest Industry Peers for Large Value

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

+0.01 (+0.04%)

USD 64.95B
DGRO iShares Core Dividend Growth E..

+0.30 (+0.48%)

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

+0.03 (+0.12%)

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

+0.21 (+0.79%)

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

+0.36 (+0.83%)

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

+0.13 (+0.07%)

USD 6.30B
FDVV Fidelity® High Dividend ETF

+0.09 (+0.18%)

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

+0.57 (+1.19%)

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

-0.01 (-0.02%)

USD 2.37B
IWX iShares Russell Top 200 Value ..

+0.49 (+0.61%)

USD 2.28B

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 1.17% 31% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.17% 31% F 53% F
Trailing 12 Months  
Capital Gain 18.14% 66% D+ 70% C-
Dividend Return 3.76% 94% A 54% F
Total Return 21.90% 92% A 72% C
Trailing 5 Years  
Capital Gain 21.97% 15% F 62% D
Dividend Return 19.47% 84% B 64% D
Total Return 41.43% 17% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 8.69% 10% F 62% D
Dividend Return 11.96% 17% F 64% D
Total Return 3.27% 90% A- 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 12.75% 98% N/A 73% C
Risk Adjusted Return 93.78% 71% C- 93% 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.