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

ETF | Large Value |

Last Closing

USD 81.51

Change

-0.60 (-0.73)%

Market Cap

N/A

Volume

0.16M

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: 2025-02-21 )

Largest Industry Peers for Large Value

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

-0.11 (-0.39%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

-0.50 (-0.78%)

USD 31.61B
FNDX Schwab Fundamental U.S. Large ..

-0.36 (-1.45%)

USD 18.18B
SCHV Schwab U.S. Large-Cap Value ET..

-0.26 (-0.95%)

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

-0.03 (-0.07%)

USD 6.82B
VOOV Vanguard S&P 500 Value Index F..

-1.87 (-0.97%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

-0.55 (-1.05%)

USD 4.83B
SPHD Invesco S&P 500® High Dividen..

+0.18 (+0.36%)

USD 3.37B
LRGF iShares U.S. Equity Factor ETF

-1.14 (-1.79%)

USD 2.46B
IWX iShares Russell Top 200 Value ..

-0.99 (-1.17%)

USD 2.46B

ETFs Containing DLN

UKPH:XETRA 4.53 % 0.00 %

N/A

N/A
IUKP:SW iShares UK Property UCITS.. 4.32 % 0.00 %

+0.01 (+0%)

USD 0.54B
WBAL 0.00 % 0.03 %

N/A

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

+0.70 (+0%)

USD 0.54B
UKRE:LSE iShares MSCI Target UK Re.. 0.00 % 0.00 %

+0.65 (+0%)

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 4.78% 85% B 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.78% 85% B 74% C
Trailing 12 Months  
Capital Gain 17.25% 86% B+ 76% C+
Dividend Return 1.82% 40% F 31% F
Total Return 19.07% 84% B 75% C
Trailing 5 Years  
Capital Gain 52.36% 73% C 74% C
Dividend Return 13.65% 52% F 45% F
Total Return 66.01% 75% C 75% C
Average Annual (5 Year Horizon)  
Capital Gain 10.13% 15% F 65% D
Dividend Return 12.19% 15% F 64% D
Total Return 2.06% 52% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 15.79% 56% F 64% D
Risk Adjusted Return 77.18% 31% 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.