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

ETF | Foreign Large Value |

Last Closing

USD 51.01

Change

+0.88 (+1.76)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-21 )

Largest Industry Peers for Foreign Large Value

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

+0.58 (+1.72%)

USD 13.35B
IVLU iShares Edge MSCI Intl Value F..

+0.56 (+2.05%)

USD 1.80B
PXF Invesco FTSE RAFI Developed Ma..

+0.89 (+1.83%)

USD 1.72B
HDEF Xtrackers MSCI EAFE High Divid..

+0.41 (+1.66%)

USD 1.61B
TLTD FlexShares Morningstar Develop..

+1.30 (+1.87%)

USD 0.43B
VIDI Vident International Equity Fu..

+0.34 (+1.35%)

USD 0.32B
IDOG ALPS International Sector Divi..

+0.52 (+1.78%)

USD 0.27B
FIVA Fidelity® International Value..

+0.47 (+1.90%)

USD 0.19B
FIDI Fidelity® International High ..

+0.28 (+1.42%)

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

+0.34 (+1.52%)

N/A

ETFs Containing DOL

NSCE:CA NBI Sustainable Canadian .. 5.40 % 0.00 %

+0.24 (+1.66%)

CAD 1.98B
QXM:CA First Asset Morningstar N.. 4.98 % 0.58 %

+0.02 (+1.66%)

CAD 0.08B
XCG:CA iShares Canadian Growth 3.41 % 0.55 %

+0.59 (+1.66%)

CAD 0.10B
WXM:CA First Asset Morningstar C.. 3.40 % 0.67 %

+0.25 (+1.66%)

CAD 0.59B
FCCQ:CA Fidelity Canadian High Qu.. 2.94 % 0.39 %

+0.11 (+1.66%)

CAD 0.22B
OAIM OneAscent International E.. 2.85 % 0.00 %

+0.73 (+1.66%)

N/A
TDI Touchstone Dynamic Intern.. 2.33 % 0.00 %

+0.46 (+1.66%)

N/A
MKC:CA 0.00 % 0.59 %

N/A

N/A
MVIN 0.00 % 0.55 %

N/A

N/A
BGC:CA Bristol Gate Concentrated.. 0.00 % 0.84 %

+0.13 (+1.66%)

CAD 0.03B
WOMN:CA BMO Women In Leadership F.. 0.00 % 0.39 %

+0.29 (+1.66%)

CAD 7.76M
ZFN:CA BMO SIA Focused North Ame.. 0.00 % 0.00 %

+0.66 (+1.66%)

CAD 0.25B
INOC:CA Global X Inovestor Canadi.. 0.00 % 0.66 %

+0.15 (+1.66%)

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 3.18% 76% C+ 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.18% 76% C+ 59% D-
Trailing 12 Months  
Capital Gain 5.61% 71% C- 47% F
Dividend Return 3.85% 59% D- 55% F
Total Return 9.46% 76% C+ 47% F
Trailing 5 Years  
Capital Gain 4.44% 59% D- 51% F
Dividend Return 18.17% 53% F 60% D-
Total Return 22.61% 53% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 5.85% 41% F 53% F
Dividend Return 9.71% 35% F 58% F
Total Return 3.86% 71% C- 73% C
Risk Return Profile  
Volatility (Standard Deviation) 12.60% 88% B+ 73% C
Risk Adjusted Return 77.06% 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.