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

ETF | Others |

Last Closing

USD 39.209

Change

+0.40 (+1.04)%

Market Cap

USD 0.06B

Volume

2.50K

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: 2024-04-26 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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+0.02 (+0.10%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.28 (+0.50%)

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DTB DTB

+0.01 (+0.05%)

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

+0.03 (+0.10%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

-0.13 (-0.23%)

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

+0.01 (+0.02%)

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

N/A

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

-0.13 (-0.14%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.06 (+0.15%)

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

+0.04 (+0.08%)

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 6.16% 77% C+ 72% C
Dividend Return 0.33% 26% F 18% F
Total Return 6.49% 76% C+ 70% C-
Trailing 12 Months  
Capital Gain 20.76% 79% B- 76% C+
Dividend Return 1.74% 34% F 25% F
Total Return 22.50% 80% B- 75% 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 6.75% 87% B+ 63% D
Dividend Return 7.50% 86% B+ 58% F
Total Return 0.74% 39% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 10.11% 45% F 81% B-
Risk Adjusted Return 74.20% 95% A 92% A
Market Capitalization 0.06B 55% F 20% 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.