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

ETF | Large Value |

Last Closing

USD 78.05

Change

-1.13 (-1.43)%

Market Cap

N/A

Volume

0.23M

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: 2025-03-11 )

Largest Industry Peers for Large Value

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

-0.64 (-2.26%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

-0.88 (-1.41%)

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

-0.31 (-1.31%)

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

-0.35 (-1.32%)

USD 12.12B
SPYD SPDR® Portfolio S&P 500 High ..

-0.85 (-1.90%)

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

-2.86 (-1.55%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

-0.57 (-1.14%)

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

-1.08 (-2.13%)

USD 3.37B
IWX iShares Russell Top 200 Value ..

-0.97 (-1.19%)

USD 3.06B
LRGF iShares U.S. Equity Factor ETF

-0.37 (-0.64%)

USD 2.46B

ETFs Containing DLN

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

+0.01 (+0.36%)

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

+0.02 (+0.36%)

USD 0.54B
WBAL 0.00 % 0.03 %

N/A

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

+0.15 (+0.36%)

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

+0.50 (+0.36%)

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 0.33% 60% D- 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.33% 60% D- 56% F
Trailing 12 Months  
Capital Gain 10.10% 86% B+ 78% C+
Dividend Return 1.79% 40% F 31% F
Total Return 11.89% 82% B 76% C+
Trailing 5 Years  
Capital Gain 99.64% 73% C 73% C
Dividend Return 18.30% 50% F 47% F
Total Return 117.94% 73% C 73% C
Average Annual (5 Year Horizon)  
Capital Gain 10.22% 17% F 65% D
Dividend Return 12.27% 15% F 64% D
Total Return 2.05% 50% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 15.79% 56% F 64% D
Risk Adjusted Return 77.72% 33% 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.