DVOL:NSD-First Trust Dorsey Wright Momentum & Low Volatility ETF (USD)

ETF | Large Blend |

Last Closing

USD 30.8301

Change

+0.17 (+0.54)%

Market Cap

USD 0.05B

Volume

1.92K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-24 )

Largest Industry Peers for Large Blend

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USMC Principal U.S. Mega-Cap ETF

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USD 2.52B
PKW Invesco BuyBack Achievers ETF

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USD 1.19B
SUSL iShares ESG MSCI USA Leaders E..

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USD 1.11B
CATH Global X S&P 500® Catholic Va..

+0.32 (+0.47%)

USD 0.93B
KRMA Global X Conscious Companies E..

+0.25 (+0.64%)

USD 0.64B
IUS Invesco RAFI Strategic US ETF

+0.28 (+0.56%)

USD 0.57B
CFA VictoryShares US 500 Volatilit..

+0.55 (+0.65%)

USD 0.54B
CFO VictoryShares US 500 Enhanced ..

+0.42 (+0.61%)

USD 0.44B

ETFs Containing DVOL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.81% 71% C- 78% C+
Dividend Return 0.19% 7% C- 5% F
Total Return 13.00% 65% D 77% C+
Trailing 12 Months  
Capital Gain 18.90% 41% F 77% C+
Dividend Return 1.17% 6% D- 16% F
Total Return 20.07% 41% F 76% C+
Trailing 5 Years  
Capital Gain 44.74% 18% F 73% C
Dividend Return 4.74% 6% D- 16% F
Total Return 49.49% 18% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 7.45% 11% F 64% D
Dividend Return 8.31% 5% F 63% D
Total Return 0.86% 11% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 14.89% 79% B- 83% B
Risk Adjusted Return 55.80% 16% F 83% B
Market Capitalization 0.05B 12% F 27% F

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

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.