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

ETF | Large Value |

Last Closing

USD 80.28

Change

-0.12 (-0.15)%

Market Cap

N/A

Volume

0.12M

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: 2025-01-29 )

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 DLN

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

-0.02 (-0.48%)

N/A
IUKP:SW iShares UK Property UCITS.. 4.38 % 0.00 %

N/A

USD 0.59B
WBAL 0.00 % 0.03 %

N/A

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

-2.50 (-0.48%)

USD 0.59B
UKRE:LSE iShares MSCI Target UK Re.. 0.00 % 0.00 %

-2.10 (-0.48%)

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 3.20% 35% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.20% 35% F 64% D
Trailing 12 Months  
Capital Gain 19.50% 92% A 73% C
Dividend Return 2.04% 44% F 33% F
Total Return 21.54% 88% B+ 72% C
Trailing 5 Years  
Capital Gain 54.31% 65% D 72% C
Dividend Return 14.04% 50% F 46% F
Total Return 68.35% 69% C- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.89% 15% F 64% D
Dividend Return 11.94% 12% F 63% D
Total Return 2.05% 50% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 15.78% 56% F 65% D
Risk Adjusted Return 75.66% 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.