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

ETF | Large Value |

Last Closing

USD 76.21

Change

+0.80 (+1.06)%

Market Cap

N/A

Volume

0.12M

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: 2025-04-24 )

Largest Industry Peers for Large Value

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

+0.29 (+1.14%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.65 (+1.11%)

USD 28.73B
FNDX Schwab Fundamental U.S. Large ..

+0.34 (+1.52%)

USD 16.14B
SCHV Schwab U.S. Large-Cap Value ET..

+0.33 (+1.31%)

USD 11.19B
SPYD SPDR® Portfolio S&P 500 High ..

+0.37 (+0.89%)

USD 6.49B
VOOV Vanguard S&P 500 Value Index F..

+2.55 (+1.47%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.45 (+0.96%)

USD 4.55B
SPHD Invesco S&P 500® High Dividen..

+0.29 (+0.62%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.79 (+1.01%)

USD 2.39B
LRGF iShares U.S. Equity Factor ETF

+1.14 (+2.05%)

USD 2.15B

ETFs Containing DLN

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

+0.01 (+0.29%)

N/A
IUKP:SW iShares UK Property UCITS.. 4.10 % 0.00 %

+0.04 (+0.29%)

USD 0.51B
WBAL 0.00 % 0.03 %

N/A

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

+0.35 (+0.29%)

USD 0.54B
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 -2.03% 67% D+ 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.03% 67% D+ 54% F
Trailing 12 Months  
Capital Gain 9.12% 88% B+ 74% C
Dividend Return 1.40% 46% F 28% F
Total Return 10.52% 88% B+ 71% C-
Trailing 5 Years  
Capital Gain 73.07% 48% F 66% D+
Dividend Return 15.77% 42% F 41% F
Total Return 88.84% 44% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.30% 23% F 66% D+
Dividend Return 11.33% 15% F 66% D+
Total Return 2.03% 52% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 14.79% 58% F 65% D
Risk Adjusted Return 76.56% 35% 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.