The ETF seeks to track, to the extent possible, the price and yield performance of the WisdomTree U.S. Quality Dividend Growth Index CAD, before fees and expenses. The investment strategy of the ETF is to invest in and hold the Constituent Securities of the WisdomTree U.S. Quality Dividend Growth Index CAD in the same proportion as they are reflected in the WisdomTree U.S. Quality Dividend Growth Index CAD or otherwise invest in a manner intended to track the price and yield performance of the Index (e.g., sampling). As an alternative to or in conjunction with investing in and holding the Constituent Securities, the WisdomTree U.S. Quality Dividend Growth Index ETF may invest in or use certain other securities to obtain exposure to the price and yield performance of the WisdomTree U.S. Quality Dividend Growth Index CAD.
|VZ||Verizon Communications Inc||5.67 %|
|MSFT||Microsoft Corporation||5.38 %|
|AAPL||Apple Inc||5.24 %|
|PG||The Procter & Gamble Company||4.08 %|
|MRK||Merck & Co., Inc||3.34 %|
|PEP||PepsiCo, Inc||3.02 %|
|MO||Altria Group, Inc||2.90 %|
|INTC||Intel Corporation||2.68 %|
|UNH||UnitedHealth Group Incorporated||2.60 %|
|BMY||Bristol-Myers Squibb Company||2.34 %|
|ZSP:CA||BMO S&P 500 Index ETF (CAD..||0.08 %||
|XSP:CA||iShares Core S&P 500 Index..||0.09 %||
|VFV:CA||Vanguard S&P 500 Index ETF||0.08 %||
|VUN:CA||Vanguard U.S. Total Market Ind..||0.15 %||
|XUS:CA||iShares Core S&P 500 Index ETF||0.09 %||
|ZUE:CA||BMO S&P 500 Hedged to CAD ..||0.08 %||
|HXS:CA||Horizons S&P 500 Index ETF||0.11 %||
|VSP:CA||Vanguard S&P 500 Index ETF..||0.08 %||
|ZDY:CA||BMO US Dividend ETF (CAD)||0.30 %||
|ZQQ:CA||BMO Nasdaq 100 Equity Hedged t..||0.35 %||
|Market Performance vs.
Industry/Classification (US Equity)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||9.98%||13%||F||65%||D|
|Risk Adjusted Return||79.00%||34%||F||82%||B-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company had positive total cash flow in the most recent four quarters.
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.
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.