UDIV:NYE-Franklin U.S. Core Dividend Tilt Index ETF (USD)

ETF | Others |

Last Closing

USD 40.258

Change

+0.36 (+0.89)%

Market Cap

USD 0.06B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

N/A

USD 65.72B
JEPI JPMorgan Equity Premium Income..

N/A

USD 32.43B
DTB DTB

N/A

USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

N/A

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

N/A

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 22.73B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

N/A

USD 10.49B
DFUV Dimensional US Marketwide Valu..

N/A

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

N/A

USD 9.40B

ETFs Containing UDIV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.00% 77% C+ 74% C
Dividend Return 0.33% 27% F 19% F
Total Return 9.33% 77% C+ 73% C
Trailing 12 Months  
Capital Gain 27.56% 80% B- 78% C+
Dividend Return 1.79% 35% F 25% F
Total Return 29.34% 80% B- 77% C+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 5.79% 84% B 62% D
Dividend Return 6.48% 83% B 57% F
Total Return 0.69% 41% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 9.41% 49% F 82% B
Risk Adjusted Return 68.82% 94% A 92% A
Market Capitalization 0.06B 54% F 19% F

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.