USSD:ARCA-WisdomTree Strong Dollar U.S. Equity Fund

ETF | Large Blend | NYSE Arca

Last Closing

USD 29.75

Change

0.00 (0.00)%

Market Cap

USD 1.34M

Volume

2.35K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Strong Dollar U.S. Equity Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed with a goal of minimizing exposure to U.S. companies with significant revenue from exports that are vulnerable to a strengthening U.S. dollar. The fund is non-diversified.

Inception Date: 21/07/2015

Primary Benchmark: WisdomTree Strong Dollar U.S. Eq TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.33%

Management Expense Ratio: 0.33 %

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 %

+0.63 (+0.24%)

USD 247.52B
IVV iShares Core S&P 500 0.04 %

+0.69 (+0.26%)

USD 156.43B
VTI Vanguard Total Stock Market 0.04 %

+0.38 (+0.28%)

USD 92.77B
VOO Vanguard S&P 500 0.04 %

+0.53 (+0.22%)

USD 87.25B
VIG Vanguard Div Appreciation 0.08 %

+0.05 (+0.05%)

USD 28.96B
IWB iShares Russell 1000 0.15 %

+0.41 (+0.28%)

USD 18.67B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.20 (+0.34%)

USD 15.65B
SCHX Schwab U.S. Large-Cap 0.03 %

+0.17 (+0.27%)

USD 14.16B
RSP Invesco S&P 500 Equal Weight 0.20 %

+0.24 (+0.25%)

USD 13.88B
USMV iShares Edge MSCI Min Vol USA 0.15 %

N/A

USD 13.46B

ETFs Containing USSD

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 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
Trailing 12 Months  
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
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 6.34% 39% F 69% D+
Dividend Return 6.76% 30% F 58% F
Total Return 0.55% 20% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 8.39% 53% F 75% C
Risk Adjusted Return 80.60% 35% F 75% C
Market Capitalization 1.34M 7% F 1% 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:
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.

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 total returns

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

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.