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

ETF | Large Value |

Last Closing

USD 95.68

Change

-0.07 (-0.07)%

Market Cap

N/A

Volume

0.03M

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: 2025-01-29 )

Largest Industry Peers for Large Value

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

-0.06 (-0.21%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

-0.11 (-0.17%)

USD 30.07B
FNDX Schwab Fundamental U.S. Large ..

N/A

USD 17.33B
SCHV Schwab U.S. Large-Cap Value ET..

-0.03 (-0.11%)

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

-0.24 (-0.54%)

USD 6.63B
VOOV Vanguard S&P 500 Value Index F..

-0.31 (-0.16%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

-0.15 (-0.30%)

USD 4.50B
SPHD Invesco S&P 500® High Dividen..

-0.10 (-0.20%)

USD 3.31B
LRGF iShares U.S. Equity Factor ETF

-0.33 (-0.53%)

USD 2.35B
IWX iShares Russell Top 200 Value ..

-0.07 (-0.08%)

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 2.49% 21% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.49% 21% F 56% F
Trailing 12 Months  
Capital Gain 18.24% 72% C 71% C-
Dividend Return 3.61% 94% A 53% F
Total Return 21.85% 96% N/A 73% C
Trailing 5 Years  
Capital Gain 28.22% 13% F 62% D
Dividend Return 20.04% 84% B 65% D
Total Return 48.26% 13% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 8.93% 10% F 62% D
Dividend Return 12.21% 19% F 64% D
Total Return 3.28% 90% A- 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 12.66% 98% N/A 73% C
Risk Adjusted Return 96.44% 73% C 94% 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.