OPD:ARCA-Guggenheim Large Cap Optimized Diversification

ETF | Large Blend | NYSE Arca

Last Closing Price

USD 29.57

Change

0.00 (0.00)%

Market Cap

USD 1.48M

Volume

1.10K

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Wilshire Large Cap Optimized Diversification IndexSM. The fund will invest at least 80% of its total assets in securities that comprise the index. The index seeks to provide the optimal level of diversification and higher returns from specific stock selections available in the U.S. large-cap equity market than would be provided by a standard market-capitalization weighted exposure.

Inception Date: 18/04/2016

Primary Benchmark: Wilshire LC OptimizedDiversification USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.4%

Management Expense Ratio: 0.40 %

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: 2019-06-14 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
SPY SPDR S&P 500 0.09 %

-0.32 (-0.11%)

USD 264.62B
IVV iShares Core S&P 500 0.04 %

-0.37 (-0.13%)

USD 178.89B
VTI Vanguard Total Stock Market 0.03 %

-0.32 (-0.22%)

USD 113.61B
VOO Vanguard S&P 500 0.03 %

-0.40 (-0.15%)

USD 112.47B
VIG Vanguard Div Appreciation 0.06 %

-0.01 (-0.01%)

USD 35.07B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

-0.16 (-0.24%)

USD 20.54B
IWB iShares Russell 1000 0.15 %

-0.32 (-0.20%)

USD 19.99B
SCHX Schwab U.S. Large-Cap 0.03 %

-0.12 (-0.17%)

USD 16.69B
RSP Invesco S&P 500 Equal Weight 0.20 %

-0.29 (-0.27%)

USD 15.84B
SCHB Schwab U.S. Broad Market 0.03 %

-0.21 (-0.30%)

USD 15.09B

ETFs Containing OPD

Symbol Name Weight Mer Price(Change) Market Cap

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 4.58% N/A N/A N/A N/A
Dividend Return 5.04% N/A N/A N/A N/A
Total Return 0.46% N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 5.43% N/A N/A N/A N/A
Risk Adjusted Return 92.78% N/A N/A N/A N/A
Market Capitalization 1.27M N/A N/A N/A N/A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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:

There is nothing we particularly dislike