DTD:NYE-WisdomTree U.S. Total Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 78.64

Change

+0.40 (+0.51)%

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: 2025-02-05 )

Largest Industry Peers for Large Value

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

+0.19 (+0.68%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

+0.51 (+0.81%)

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

+0.08 (+0.33%)

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

+0.18 (+0.67%)

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

+0.03 (+0.07%)

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

+0.61 (+0.32%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

+0.58 (+1.15%)

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

+0.26 (+0.54%)

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

+0.44 (+0.70%)

USD 2.35B
IWX iShares Russell Top 200 Value ..

+0.62 (+0.75%)

USD 2.28B

ETFs Containing DTD

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 3.66% 44% F 62% D
Dividend Return 0.08% 100% F 2% F
Total Return 3.74% 48% F 62% D
Trailing 12 Months  
Capital Gain 18.34% 90% A- 72% C
Dividend Return 2.16% 52% F 35% F
Total Return 20.51% 90% A- 71% C-
Trailing 5 Years  
Capital Gain 47.97% 52% F 71% C-
Dividend Return 13.86% 54% F 46% F
Total Return 61.83% 54% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.15% 19% F 65% D
Dividend Return 12.24% 17% F 64% D
Total Return 2.08% 58% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 16.41% 54% F 63% D
Risk Adjusted Return 74.54% 27% 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.