ducovest

QSY:ARCA-WisdomTree U.S. Quality Shareholder Yield Fund

ETF | Large Blend | NYSE Arca

Last Closing

USD 85.337

Change

-0.30 (-0.36)%

Market Cap

USD 0.04B

Volume

416.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Inception Date: 23/02/2007

Primary Benchmark: Russell 1000 Value TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.38 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-19 )

Largest Industry Peers for Large Blend

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

-1.46 (-0.59%)

 USD 1,599.41B
SPY SPDR S&P 500 ETF Trust 0.09 %

-2.98 (-0.59%)

 USD 528.58B
IVV iShares Core S&P 500 ETF 0.04 %

-2.94 (-0.58%)

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

-2.79 (-0.60%)

 USD 426.13B
VIG Vanguard Dividend Appreciation.. 0.06 %

-0.65 (-0.37%)

 USD 77.60B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

-0.67 (-0.61%)

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

-0.33 (-0.21%)

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

-0.31 (-0.52%)

 USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

-1.59 (-0.57%)

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

-1.20 (-0.52%)

 USD 33.73B

ETFs Containing QSY

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 14.90% 82% B 68% D+
Dividend Return N/A N/A N/A N/A F
Total Return 14.90% 80% B- 66% D+
Trailing 12 Months  
Capital Gain 3.20% 46% F 71% C-
Dividend Return 1.74% 58% F 31% F
Total Return 4.95% 42% F 64% D
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 -0.73% 9% A- 36% F
Dividend Return -0.40% 3% F 23% F
Total Return 0.33% 8% B- 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 2.74% 96% N/A 95% A
Risk Adjusted Return -14.59% 4% F 19% F
Market Capitalization 0.04B 31% F 17% 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.