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

ETF | Large Value |

Last Closing

USD 80.3

Change

+0.41 (+0.51)%

Market Cap

N/A

Volume

0.14M

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: 2025-03-05 )

Largest Industry Peers for Large Value

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

+0.13 (+0.47%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

+0.44 (+0.70%)

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

+0.18 (+0.75%)

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

+0.21 (+0.79%)

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

+0.14 (+0.32%)

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

+1.53 (+0.82%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

+0.41 (+0.82%)

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

+0.17 (+0.34%)

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

+0.61 (+1.02%)

USD 2.46B
IWX iShares Russell Top 200 Value ..

+0.55 (+0.67%)

USD 2.46B

ETFs Containing DLN

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

-0.06 (-1.73%)

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

-0.03 (-1.73%)

USD 0.54B
WBAL 0.00 % 0.03 %

N/A

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

-6.13 (-1.73%)

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

-4.80 (-1.73%)

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 3.23% 79% B- 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.23% 79% B- 70% C-
Trailing 12 Months  
Capital Gain 14.50% 86% B+ 77% C+
Dividend Return 1.81% 40% F 31% F
Total Return 16.31% 82% B 76% C+
Trailing 5 Years  
Capital Gain 68.41% 71% C- 73% C
Dividend Return 15.00% 44% F 45% F
Total Return 83.42% 69% C- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 10.22% 15% F 65% D
Dividend Return 12.28% 15% F 64% D
Total Return 2.06% 50% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 15.80% 56% F 64% D
Risk Adjusted Return 77.72% 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.