WTDM Performance & Benchmarks - 8.4% in 12m
The Total Return for 3m is 6.4%, for 6m -7.2% and YTD -6%. Compare with Peer-Group: US Equity Income
Performance Rating
59.39%
#4 in Peer-Group
Rel. Strength
47.90%
#4008 in Stock-Universe
Total Return 12m
8.40%
#8 in Peer-Group
Total Return 5y
95.04%
#4 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 47.52 EUR |
| 52 Week Low | 37.74 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.43 |
| Buy/Sell Signal +-5 | 1.58 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WTDM (8.4%) vs SPY (23.5%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| WTDM | -0.92% | 2.31% | 6.44% |
| FUSA | -0.17% | 2.72% | 8.24% |
| FUSD | -0.14% | 2.68% | 8.15% |
| JEQP | 0.07% | 3.05% | 6.47% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| WTDM | -7.24% | 8.4% | 95% |
| FUSA | -4.21% | 10.2% | 94.9% |
| FUSD | -4.33% | 9.40% | 112% |
| QYLE | -17.0% | 9.17% | 45.0% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FUSD XETRA Fidelity SICAV - Fidelity |
2.68% | 9.4% | 112% | - | - | - | - | - |
| FUSA XETRA Fidelity US Quality Income |
2.72% | 10.2% | 94.9% | - | - | - | - | - |
| SPYD XETRA SPDR S&P US Dividend |
1.12% | 1.01% | 66.7% | - | - | - | - | - |
| QYLE XETRA Global X NASDAQ 100 Covered |
0.86% | 9.17% | 45% | - | - | - | - | - |
| JEQP XETRA JPM Nasdaq Equity Premium |
3.05% | -5.42% | -5.42% | - | - | - | - | - |
Performance Comparison: WTDM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for WTDM
| Total Return (including Dividends) | WTDM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.31% | 1.69% | 1.69% |
| 3 Months | 6.44% | 12.34% | 12.34% |
| 12 Months | 8.40% | 23.51% | 23.51% |
| 5 Years | 95.04% | 102.76% | 102.76% |
| Trend Stabilty (consistency of price movement) | WTDM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 75.7% | 68.6% | 68.6% |
| 3 Months | 65.4% | 96.5% | 96.5% |
| 12 Months | -28% | 50.2% | 50.2% |
| 5 Years | 96.6% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 86 %th | 0.61% | 0.61% |
| 3 Month | 81 %th | -5.25% | -5.25% |
| 12 Month | 81 %th | -12.24% | -12.24% |
| 5 Years | 86 %th | -3.80% | -3.80% |
FAQs
Does WisdomTree US Quality (WTDM) outperform the market?
No,
over the last 12 months WTDM made 8.40%, while its related Sector, the SPDR SP500 Trust (SPY) made 23.51%.
Over the last 3 months WTDM made 6.44%, while SPY made 12.34%.
Performance Comparison WTDM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WTDM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0% | 0.6% | -12.8% | -15% |
| US NASDAQ 100 | QQQ | -0.2% | 0.1% | -15.1% | -22% |
| German DAX 40 | DAX | -0.1% | 3.6% | -17.2% | -28% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | -1% | -15.7% | -14% |
| Hongkong Hang Seng | HSI | 1% | -1.9% | -35.5% | -33% |
| India NIFTY 50 | INDA | 0.5% | 7.5% | -9.3% | 12% |
| Brasil Bovespa | EWZ | -2.5% | 8.2% | -15% | 2% |
WTDM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2% | 1.2% | -12.3% | -24% |
| Consumer Discretionary | XLY | 2.4% | 2.2% | -2% | -20% |
| Consumer Staples | XLP | -0.8% | 4.2% | -10.9% | 2% |
| Energy | XLE | 2.1% | 3.2% | -3.6% | 6% |
| Financial | XLF | 1.3% | 3.8% | -9.5% | -21% |
| Health Care | XLV | 0.8% | 3.3% | 1.5% | 16% |
| Industrial | XLI | 1.3% | 0.8% | -18.2% | -19% |
| Materials | XLB | 2.6% | 5.2% | -6.8% | 7% |
| Real Estate | XLRE | 0.1% | 1.9% | -9.5% | 3% |
| Technology | XLK | -0.2% | -0.6% | -21.2% | -25% |
| Utilities | XLU | -5.3% | -4.2% | -21.3% | -16% |
| Aerospace & Defense | XAR | 0.6% | -1.1% | -31.6% | -47% |
| Biotech | XBI | -1.2% | -1.6% | -1% | 15% |
| Homebuilder | XHB | -0.1% | -2.2% | -7% | 10% |
| Retail | XRT | 1.7% | 2.9% | -7.4% | -3% |
WTDM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.5% | 2.79% | -5.43% | 4% |
| Natural Gas | UNG | 4.3% | 16.5% | 16.8% | 8% |
| Gold | GLD | -2.7% | 1.2% | -25.7% | -31% |
| Silver | SLV | 1% | 0.7% | -23.5% | -28% |
| Copper | CPER | 19.4% | 13.3% | -8.1% | -2% |
WTDM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.9% | -0.3% | -9% | 15% |
| iShares High Yield Corp. Bond | HYG | -1.2% | 1.6% | -11.2% | -2% |