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

ETF | Large Value |

Last Closing

USD 78.56

Change

-0.19 (-0.24)%

Market Cap

N/A

Volume

0.37M

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: 2025-05-22 )

Largest Industry Peers for Large Value

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

-0.05 (-0.19%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

-0.18 (-0.29%)

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

-0.06 (-0.26%)

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

-0.06 (-0.23%)

USD 12.23B
SPYD SPDR® Portfolio S&P 500 High ..

-0.22 (-0.52%)

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

-0.53 (-0.29%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

-0.20 (-0.40%)

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

-0.28 (-0.60%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

-0.33 (-0.41%)

USD 2.68B
LRGF iShares U.S. Equity Factor ETF

-0.05 (-0.08%)

USD 2.15B

ETFs Containing DLN

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

-0.05 (-1.37%)

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

-0.05 (-1.37%)

USD 0.51B
WBAL 0.00 % 0.03 %

N/A

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

-5.90 (-1.37%)

USD 0.51B
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 0.99% 73% C 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.99% 71% C- 62% D
Trailing 12 Months  
Capital Gain 10.20% 90% A- 74% C
Dividend Return 1.37% 46% F 28% F
Total Return 11.57% 90% A- 71% C-
Trailing 5 Years  
Capital Gain 75.38% 53% F 68% D+
Dividend Return 15.50% 42% F 41% F
Total Return 90.88% 47% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.81% 26% F 67% D+
Dividend Return 10.81% 23% F 67% D+
Total Return 2.00% 52% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 14.32% 49% F 66% D+
Risk Adjusted Return 75.46% 34% 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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.