Find A Portfolio/Ticker
Comparison Box
DTD: WisdomTree Total Dividend ETF (ETF)
Basic Info 63.09 0.28(0.45%) December 08
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 11/24/2023 |
| 12-Mo. Yield | 2.53% |
| Expenses | 0.28% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 6.3 | 4.5 | 9.1 | 9.9 | 9.4 | 11.6 | 8.3 | -3.8 | 26.2 | 2.4 | 28.2 | -6.5 | 16.2 | 16.1 | -1.7 | 14.2 | 28.1 | 13.1 | 8.4 | 16.3 | 19.7 | -34.8 | 1.2 | 15.5 |
| SR | NA | 0.2 | 0.02 | 0.51 | 0.43 | 0.52 | NA | 0.39 | -0.28 | 2.35 | 0.06 | 2.35 | -0.52 | 2.47 | 1.28 | -0.12 | 1.43 | 2.74 | 1.17 | 0.41 | 1.0 | 0.66 | -0.9 | -0.12 | 3.33 |
| DD(%) | NA | 9.8 | 9.8 | 16.2 | 37.3 | 37.3 | NA | 58.2 | 16.2 | 5.0 | 37.3 | 6.4 | 17.6 | 2.9 | 8.5 | 12.8 | 6.3 | 6.0 | 7.5 | 15.6 | 13.1 | 32.4 | 46.5 | 11.1 | 2.7 |
| SD(%) | NA | 12.1 | 12.3 | 14.3 | 20.0 | 16.4 | NA | 19.1 | 18.7 | 11.2 | 34.8 | 11.4 | 15.0 | 6.3 | 12.4 | 14.5 | 9.9 | 10.2 | 11.2 | 20.4 | 16.2 | 29.8 | 39.8 | 15.8 | 8.2 |
| TR | NA | 0.02 | 0.0 | 0.08 | 0.09 | 0.09 | NA | 0.08 | -0.05 | 0.32 | 0.02 | 0.27 | -0.09 | 0.19 | 0.18 | -0.02 | 0.16 | 0.32 | 0.15 | 0.1 | 0.19 | 0.21 | -0.4 | -0.02 | 0.3 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 |
| Beta | NA | 0.98 | 0.99 | 0.94 | 0.96 | 0.94 | NA | 0.91 | 0.99 | 0.83 | 0.97 | 0.98 | 0.91 | 0.82 | 0.9 | 0.92 | 0.88 | 0.88 | 0.86 | 0.84 | 0.85 | 0.93 | 0.88 | 0.92 | 0.9 |
| RS | NA | 0.94 | 0.94 | 0.95 | 0.97 | 0.96 | NA | 0.95 | 0.98 | 0.9 | 0.99 | 0.97 | 0.92 | 0.83 | 0.93 | 0.96 | 0.94 | 0.92 | 0.95 | 0.97 | 0.94 | 0.97 | 0.94 | 0.97 | 0.79 |
*: 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 LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HULEX (Huber Capital Equity Income Instl) 0.43% (100%)
- CMCRX (CornerCap Large/Mid-Cap Value) (100%)
- GOODX (GoodHaven) 0.98% (100%)
- APHLX (Artisan Value Institutional) 0.62% (99%)
- SFLNX (Schwab Fdmtl US Lg Co Idx) 1.48% (99%)
- EICIX (EIC Value Institutional) 0.13% (98%)
- VVONX (Invesco Van Kampen Value Opp Instl) 0.93% (98%)
- LEXCX (ING Corporate Leaders Trust Series B) 0.03% (98%)
- RWMGX (American Funds Washington Mutual R6) 0.46% (98%)
- QIACX (Federated MDT All Cap Core Instl) 0.57% (98%)
Best ETFs
- FNDX (Schwab Fundamental US Large Company ETF) 0.37% (99%)
- FNDB (Schwab Fundamental US Broad Market ETF) 0.43% (99%)
- RWL (RevenueShares Large Cap ETF) 0.37% (99%)
- VOOV (Vanguard S&P 500 Value ETF) 0.42% (99%)
- PRF (PowerShares FTSE RAFI US 1000 ETF) 0.44% (96%)
- SPYV (SPDR® S&P 500 Value ETF) 0.47% (96%)
- IVE (iShares S&P 500 Value) 0.48% (94%)
- PWV (PowerShares Dynamic Large Cap Value ETF) 0.68% (80%)
- DLN (WisdomTree LargeCap Dividend ETF) 0.34% (77%)
- MGV (Vanguard Mega Cap Value ETF) 0.35% (76%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.66% (97%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.13% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.05% (96%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 1.76% (96%)
- TY (Tri-Continental) 0.97% (96%)
- GDV (Gabelli Dividend & Income) 0.15% (75%)
Latest Articles Related to DTD
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
