USWD:ARCA-WisdomTree Weak Dollar U.S. Equity Fund

ETF | Large Blend | NYSE Arca

Last Closing

USD 28.07

Change

0.00 (0.00)%

Market Cap

USD 1.30M

Volume

100.00

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 Weak Dollar U.S. Equity Index (the "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 maximizing exposure to U.S. companies with significant revenue from exports that may benefit from a weakening U.S. dollar. The fund is non-diversified.

Inception Date: 21/07/2015

Primary Benchmark: WisdomTree Weak 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 %

+3.18 (+1.13%)

USD 267.63B
IVV iShares Core S&P 500 0.04 %

+3.18 (+1.12%)

USD 170.08B
VTI Vanguard Total Stock Market 0.03 %

+1.70 (+1.17%)

USD 110.65B
VOO Vanguard S&P 500 0.03 %

+1.50 (+0.58%)

USD 108.39B
VIG Vanguard Div Appreciation 0.08 %

+1.32 (+1.22%)

USD 33.00B
IWB iShares Russell 1000 0.15 %

+1.76 (+1.12%)

USD 19.27B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.74 (+1.15%)

USD 18.74B
SCHX Schwab U.S. Large-Cap 0.03 %

+0.76 (+1.13%)

USD 15.61B
RSP Invesco S&P 500 Equal Weight 0.20 %

+1.33 (+1.28%)

USD 15.57B
SCHB Schwab U.S. Broad Market 0.03 %

+0.76 (+1.12%)

USD 14.45B

ETFs Containing USWD

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 6.19% 37% F 69% D+
Dividend Return 6.53% 28% F 57% F
Total Return 0.44% 15% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 8.76% 40% F 73% C
Risk Adjusted Return 74.46% 30% F 72% C-
Market Capitalization 1.30M 5% 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.

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.

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.