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

ETF | Large Value |

Last Closing

USD 34.63

Change

+0.05 (+0.14)%

Market Cap

USD 0.23B

Volume

0.01M

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: 2024-07-30 )

ETFs Containing EDOW

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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 6.23% 2% F 56% F
Dividend Return 0.44% 2% F 9% A-
Total Return 6.67% 2% F 49% F
Trailing 12 Months  
Capital Gain 11.60% 22% F 67% D+
Dividend Return 1.58% 14% F 25% F
Total Return 13.18% 10% F 63% D
Trailing 5 Years  
Capital Gain 41.87% 32% F 68% D+
Dividend Return 8.24% 6% D- 28% F
Total Return 50.11% 28% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.41% 28% F 66% D+
Dividend Return 10.00% 21% F 64% D
Total Return 1.58% 19% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 13.98% 89% A- 67% D+
Risk Adjusted Return 71.50% 45% F 87% B+
Market Capitalization 0.23B 31% F 38% 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.