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

ETF | Large Value |

Last Closing

USD 80.75

Change

-0.32 (-0.39)%

Market Cap

N/A

Volume

0.26M

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: 2025-02-27 )

Largest Industry Peers for Large Value

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

+0.02 (+0.07%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

-0.26 (-0.41%)

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

-0.14 (-0.57%)

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

-0.08 (-0.29%)

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

-0.19 (-0.42%)

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

-1.06 (-0.56%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

-0.42 (-0.82%)

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

-0.10 (-0.20%)

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

-0.98 (-1.58%)

USD 2.46B
IWX iShares Russell Top 200 Value ..

-0.07 (-0.08%)

USD 2.46B

ETFs Containing DLN

UKPH:XETRA iShares UK Property UCITS.. 4.53 % 0.00 %

-0.04 (-1.18%)

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

-0.03 (-1.18%)

USD 0.54B
WBAL 0.00 % 0.03 %

N/A

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

-2.95 (-1.18%)

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

-1.50 (-1.18%)

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 3.81% 75% C 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.81% 75% C 72% C
Trailing 12 Months  
Capital Gain 16.27% 90% A- 78% C+
Dividend Return 1.83% 40% F 31% F
Total Return 18.10% 86% B+ 77% C+
Trailing 5 Years  
Capital Gain 71.35% 75% C 74% C
Dividend Return 15.18% 46% F 46% F
Total Return 86.53% 75% C 75% C
Average Annual (5 Year Horizon)  
Capital Gain 10.20% 15% F 65% D
Dividend Return 12.26% 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 77.62% 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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.