EDOW:NYE-First Trust Dow 30 Equal Weight ETF (USD)

ETF | Large Value |

Last Closing

USD 33.63

Change

-0.02 (-0.06)%

Market Cap

USD 0.23B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-03 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
VTV Vanguard Value Index Fund ETF ..

-0.14 (-0.09%)

USD 115.85B
IWD iShares Russell 1000 Value ETF

-0.26 (-0.15%)

USD 55.71B
SCHD Schwab U.S. Dividend Equity ET..

-0.16 (-0.21%)

USD 54.68B
VYM Vanguard High Dividend Yield I..

-0.30 (-0.25%)

USD 54.03B
IVE iShares S&P 500 Value ETF

+0.07 (+0.04%)

USD 32.81B
DIA SPDR Dow Jones Industrial Aver..

+0.87 (+0.22%)

USD 32.49B
DGRO iShares Core Dividend Growth E..

+0.06 (+0.10%)

USD 27.33B
SPYV SPDR® Portfolio S&P 500 Value..

+0.01 (+0.02%)

USD 21.59B
SDY SPDR® S&P Dividend ETF

+0.11 (+0.09%)

USD 19.72B
FNDX Schwab Fundamental U.S. Large ..

+0.12 (+0.18%)

USD 15.50B

ETFs Containing EDOW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.16% 26% F 53% F
Dividend Return 0.44% 2% F 10% F
Total Return 3.60% 17% F 46% F
Trailing 12 Months  
Capital Gain 12.03% 38% F 67% D+
Dividend Return 1.63% 15% F 25% F
Total Return 13.65% 32% F 63% D
Trailing 5 Years  
Capital Gain 35.89% 42% F 69% C-
Dividend Return 8.13% 10% F 29% F
Total Return 44.02% 38% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.08% 32% F 67% D+
Dividend Return 9.64% 21% F 64% D
Total Return 1.56% 19% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 14.11% 89% A- 66% D+
Risk Adjusted Return 68.32% 47% F 87% B+
Market Capitalization 0.23B 21% F 35% 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.