EPS:ARCA-WisdomTree Earnings 500 Fund

ETF | Large Blend | NYSE Arca

Last Closing

USD 29.21

Change

0.00 (0.00)%

Market Cap

USD 0.12B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks a high level of total return consisting of both income and capital appreciation. The fund invests in bonds and other debt instruments ("Debt Securities") denominated in Australian or New Zealand dollars. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt Securities. For these purposes, Debt Securities include fixed income securities, such as bonds, notes or other debt obligations, denominated in Australian or New Zealand dollars, as well as certain derivatives and other instruments described herein. It is non-diversified.

Inception Date: 23/02/2007

Primary Benchmark: WisdomTree Earnings 500 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.28%

Management Expense Ratio: 0.28 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
SPY SPDR S&P 500 0.09 %

+3.50 (+1.33%)

USD 251.03B
IVV iShares Core S&P 500 0.04 %

+3.54 (+1.34%)

USD 159.78B
VTI Vanguard Total Stock Market 0.04 %

+1.75 (+1.30%)

USD 94.74B
VOO Vanguard S&P 500 0.04 %

+3.25 (+1.34%)

USD 89.09B
VIG Vanguard Div Appreciation 0.08 %

+1.63 (+1.61%)

USD 29.70B
IWB iShares Russell 1000 0.15 %

+1.88 (+1.29%)

USD 18.90B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.79 (+1.32%)

USD 16.75B
SCHX Schwab U.S. Large-Cap 0.03 %

+0.81 (+1.29%)

USD 14.45B
RSP Invesco S&P 500 Equal Weight 0.20 %

+1.48 (+1.52%)

USD 14.23B
USMV iShares Edge MSCI Min Vol USA 0.15 %

N/A

USD 13.46B

ETFs Containing EPS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.58% 34% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.58% 33% F 37% F
Trailing 12 Months  
Capital Gain -9.28% 27% F 52% F
Dividend Return 1.77% 64% D 33% F
Total Return -7.52% 25% F 48% F
Trailing 5 Years  
Capital Gain 36.45% 47% F 79% C+
Dividend Return 11.53% 41% F 40% F
Total Return 47.99% 45% F 76% C
Average Annual (5 Year Horizon)  
Capital Gain 8.85% 64% D 76% C
Dividend Return 10.85% 70% C- 76% C
Total Return 2.00% 70% C- 40% F
Risk Return Profile  
Volatility (Standard Deviation) 9.79% 27% F 68% D+
Risk Adjusted Return 110.78% 58% F 89% B+
Market Capitalization 0.12B 60% D- 32% 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:

There is nothing we particularly like

What to not like:
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.