Find A Portfolio/Ticker
Comparison Box
DOL: WisdomTree International LargeCp Div ETF (ETF)
Basic Info 42.75 0.21(0.49%) August 09
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | (94%) |
Start Date: | 06/16/2006 |
Last Dividend Date: | 06/24/2022 |
12-Mo. Yield | 3.57% |
Expenses | 0.48% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/05/2022)
Not up-to-date? TryLast 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.1 | -7.8 | -5.9 | 3.7 | 2.0 | 4.7 | 1.5 | 3.1 | 13.4 | -3.3 | 19.5 | -12.9 | 22.2 | 2.9 | -4.5 | -5.9 | 19.9 | 16.6 | -8.2 | 1.8 | 25.1 | -39.8 | 14.1 | 22.1 |
SR | NA | -0.66 | -0.38 | 0.18 | 0.07 | 0.25 | NA | 0.11 | 1.13 | -0.11 | 1.7 | -1.03 | 2.75 | 0.14 | -0.27 | -0.47 | 1.44 | 0.94 | -0.27 | 0.07 | 0.79 | -0.92 | 0.57 | 2.87 |
DD(%) | NA | 16.6 | 16.6 | 34.8 | 36.0 | 36.0 | NA | 60.8 | 5.9 | 34.8 | 8.8 | 20.5 | 2.5 | 11.4 | 17.8 | 14.4 | 10.6 | 16.6 | 25.3 | 22.1 | 32.0 | 53.1 | 12.5 | 4.9 |
SD(%) | NA | 20.5 | 17.3 | 21.8 | 18.5 | 16.8 | NA | 22.3 | 11.8 | 31.6 | 10.6 | 13.8 | 7.9 | 19.3 | 17.0 | 12.7 | 13.8 | 17.7 | 30.2 | 24.4 | 31.6 | 43.9 | 19.6 | 14.4 |
TR | NA | -0.16 | -0.08 | 0.04 | 0.01 | 0.04 | NA | 0.02 | 0.18 | -0.03 | 0.19 | -0.14 | 0.22 | 0.03 | -0.04 | -0.06 | 0.2 | 0.17 | -0.08 | 0.02 | 0.24 | -0.4 | 0.11 | 0.5 |
Alpha(%) | NA | 0.03 | 0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.05 | 0.0 | 0.01 | -0.02 | -0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.04 | -0.02 | -0.03 | 0.02 | 0.01 | 0.03 |
Beta(%) | NA | 0.87 | 0.83 | 0.95 | 0.95 | 0.98 | NA | 1.02 | 0.74 | 1.02 | 0.93 | 1.0 | 1.01 | 1.04 | 1.04 | 1.05 | 1.0 | 1.01 | 1.09 | 1.09 | 1.04 | 1.02 | 1.01 | 0.83 |
RS | NA | 0.89 | 0.84 | 0.9 | 0.9 | 0.91 | NA | 0.92 | 0.75 | 0.94 | 0.91 | 0.91 | 0.85 | 0.94 | 0.93 | 0.87 | 0.88 | 0.91 | 0.94 | 0.92 | 0.93 | 0.94 | 0.92 | 0.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Value
Best Mutual Funds
- SSAIX (SSgA International Stock Selection Instl) 0.21% (100%)
- VTRIX (Vanguard International Value Inv) 0.36% (99%)
- AAIPX (American Beacon Intl Equity Inv) 0.71% (98%)
- ICEUX (MainStay ICAP International I) 0.47% (98%)
- TIVFX (Tocqueville International Value) 1.27% (97%)
- MYITX (MainStay 130/30 International A) 0.31% (96%)
- GIEAX (GMO International Equity Allc III) 0.32% (91%)
- GTMIX (GMO Tax-Managed International Eq III) 0.49% (91%)
- GMCFX (GMO Intl Intrinsic Value IV) 0.54% (90%)
- GIOTX (GMO Intl Developed Equity Allc III) 0.49% (89%)
Best ETFs
- EFV (iShares MSCI EAFE Value) 0.11% (99%)
- DWM (WisdomTree DEFA ETF) 0.19% (97%)
- DTH (WisdomTree DEFA Equity Income ETF) 0.20% (96%)
- DOL (WisdomTree International LargeCp Div ETF) 0.49% (94%)
- DOO (WisdomTree Intl Div ex-Fincls ETF) (93%)
- DWX (SPDR S&P International Dividend ETF) 0.06% (93%)
- IDV (iShares International Select Dividend) 0.29% (92%)
- PXF (PowerShares FTSE RAFI Dev Mkts ex-US ETF) 0.32% (92%)
- FNDF (Schwab Fundamental Intl Lg Co ETF) 0.38% (2%)