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

ETF | Large Value |

Last Closing

USD 75.94

Change

-0.92 (-1.20)%

Market Cap

N/A

Volume

0.07M

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: 2025-03-11 )

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 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 0.10% 54% F 56% F
Dividend Return 0.08% 33% F 2% F
Total Return 0.18% 56% F 55% F
Trailing 12 Months  
Capital Gain 9.55% 78% C+ 77% C+
Dividend Return 1.93% 48% F 34% F
Total Return 11.48% 78% C+ 75% C
Trailing 5 Years  
Capital Gain 79.74% 42% F 67% D+
Dividend Return 17.07% 42% F 43% F
Total Return 96.81% 35% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 10.41% 23% F 65% D
Dividend Return 12.49% 17% F 65% D
Total Return 2.08% 58% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 16.40% 52% F 63% D
Risk Adjusted Return 76.16% 29% 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.