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

ETF | Large Value |

Last Closing

USD 78.7

Change

-0.41 (-0.52)%

Market Cap

N/A

Volume

0.01M

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: 2025-02-12 )

Largest Industry Peers for Large Value

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

-0.22 (-0.79%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

-0.38 (-0.59%)

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

-0.09 (-0.37%)

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

-0.15 (-0.55%)

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

-0.22 (-0.50%)

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

-0.61 (-0.32%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

-0.17 (-0.33%)

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

-0.30 (-0.61%)

USD 3.31B
IWX iShares Russell Top 200 Value ..

-0.32 (-0.38%)

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

-0.12 (-0.19%)

USD 2.35B

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 3.74% 58% F 67% D+
Dividend Return 0.08% 100% F 3% F
Total Return 3.82% 60% D- 68% D+
Trailing 12 Months  
Capital Gain 18.51% 86% B+ 75% C
Dividend Return 2.17% 52% F 35% F
Total Return 20.67% 82% B 74% C
Trailing 5 Years  
Capital Gain 46.50% 54% F 71% C-
Dividend Return 13.71% 54% F 46% F
Total Return 60.21% 54% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.24% 19% F 65% D
Dividend Return 12.32% 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 75.08% 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.