MXDU:ARCA-Nationwide Maximum Diversification U.S. Core Equity

ETF | Large Blend | NYSE Arca

Last Closing

USD 28.3

Change

+0.04 (+0.14)%

Market Cap

USD 0.11B

Volume

280.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 15/09/2017

Primary Benchmark: TOBAM Max Div USA TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.34 %

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: 2018-10-18 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

+2.27 (+0.88%)

USD 1,473.66B
SPY SPDR S&P 500 ETF Trust 0.09 %

+4.36 (+0.84%)

USD 507.01B
IVV iShares Core S&P 500 ETF 0.04 %

+4.54 (+0.87%)

USD 449.07B
VOO Vanguard S&P 500 ETF 0.03 %

+4.16 (+0.87%)

USD 426.13B
VIG Vanguard Dividend Appreciation.. 0.06 %

+2.27 (+1.26%)

USD 77.37B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+1.12 (+0.98%)

USD 53.20B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

+2.66 (+1.60%)

USD 52.39B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

+0.52 (+0.84%)

USD 37.42B
IWB iShares Russell 1000 ETF 0.15 %

+2.76 (+0.97%)

USD 34.47B
VV Vanguard Large-Cap Index Fund .. 0.04 %

+2.13 (+0.89%)

USD 33.73B

ETFs Containing MXDU

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 6.27% 95% A 83% B
Dividend Return N/A N/A N/A N/A F
Total Return 6.27% 87% B+ 80% B-
Trailing 12 Months  
Capital Gain 13.25% 99% N/A 86% B+
Dividend Return 0.00% 1% F N/A F
Total Return 13.25% 98% N/A 84% B
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 1.11% 10% F 44% F
Dividend Return 1.11% 6% D- 25% F
Total Return 0.00% 1% F N/A F
Risk Return Profile  
Volatility (Standard Deviation) 4.29% 95% A 91% A-
Risk Adjusted Return 25.96% 6% D- 33% F
Market Capitalization 0.11B 44% F 22% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.