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

ETF | Large Value |

Last Closing

USD 81.29

Change

+0.48 (+0.59)%

Market Cap

N/A

Volume

0.30M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-11 )

Largest Industry Peers for Large Value

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

+0.19 (+0.69%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

+0.42 (+0.66%)

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

+0.08 (+0.33%)

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

+0.10 (+0.37%)

USD 12.14B
SPYD SPDR® Portfolio S&P 500 High ..

+0.26 (+0.59%)

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

+0.99 (+0.52%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

+0.28 (+0.55%)

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

+0.36 (+0.74%)

USD 3.31B
IWX iShares Russell Top 200 Value ..

+0.38 (+0.45%)

USD 2.46B
LRGF iShares U.S. Equity Factor ETF

+0.02 (+0.03%)

USD 2.35B

ETFs Containing DLN

UKPH:XETRA 4.53 % 0.00 %

-0.02 (-0.46%)

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

-0.02 (-0.46%)

USD 0.59B
WBAL 0.00 % 0.03 %

N/A

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

-2.23 (-0.46%)

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

-1.45 (-0.46%)

USD 0.10B
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 4.50% 73% C 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.50% 73% C 69% C-
Trailing 12 Months  
Capital Gain 20.34% 90% A- 74% C
Dividend Return 2.03% 44% F 33% F
Total Return 22.37% 88% B+ 73% C
Trailing 5 Years  
Capital Gain 50.45% 71% C- 73% C
Dividend Return 13.52% 52% F 45% F
Total Return 63.97% 75% C 73% C
Average Annual (5 Year Horizon)  
Capital Gain 10.05% 15% F 64% D
Dividend Return 12.10% 15% F 64% D
Total Return 2.06% 50% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 15.79% 56% F 64% D
Risk Adjusted Return 76.67% 33% F 85% 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.