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

ETF | Others |

Last Closing

USD 38.158

Change

-0.28 (-0.73)%

Market Cap

USD 0.06B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-04-19 )

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

+1.57 (+1.78%)

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DFUV Dimensional US Marketwide Valu..

+0.24 (+0.62%)

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

+0.75 (+1.46%)

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 3.32% 74% C 69% C-
Dividend Return 0.33% 26% F 18% F
Total Return 3.65% 74% C 67% D+
Trailing 12 Months  
Capital Gain 18.21% 80% B- 76% C+
Dividend Return 1.75% 35% F 25% F
Total Return 19.96% 80% B- 74% 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 6.60% 87% B+ 63% D
Dividend Return 7.34% 86% B+ 58% F
Total Return 0.73% 38% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 10.04% 47% F 81% B-
Risk Adjusted Return 73.05% 95% A 92% A
Market Capitalization 0.06B 53% 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.