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

ETF | Large Value |

Last Closing

USD 79.19

Change

-0.04 (-0.05)%

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: 2025-02-25 )

Largest Industry Peers for Large Value

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

+0.19 (+0.67%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

+0.19 (+0.30%)

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

-0.01 (-0.04%)

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

+0.05 (+0.18%)

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

+0.29 (+0.65%)

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

+0.21 (+0.11%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

+0.01 (+0.02%)

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

+0.27 (+0.54%)

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

-0.24 (-0.39%)

USD 2.46B
IWX iShares Russell Top 200 Value ..

+0.17 (+0.20%)

USD 2.46B

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 4.39% 65% D 72% C
Dividend Return 0.08% 50% F 2% F
Total Return 4.47% 69% C- 72% C
Trailing 12 Months  
Capital Gain 16.90% 82% B 77% C+
Dividend Return 1.98% 48% F 33% F
Total Return 18.88% 78% C+ 76% C+
Trailing 5 Years  
Capital Gain 67.21% 60% D- 73% C
Dividend Return 15.23% 52% F 46% F
Total Return 82.44% 63% D 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.40% 19% F 65% D
Dividend Return 12.48% 17% F 64% D
Total Return 2.09% 58% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 16.41% 52% F 63% D
Risk Adjusted Return 76.08% 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.