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

ETF | Large Value |

Last Closing

USD 34.96

Change

+0.01 (+0.03)%

Market Cap

USD 0.22B

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: 2024-08-27 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.08 (+0.10%)

USD 60.62B
DGRO iShares Core Dividend Growth E..

+0.38 (+0.62%)

USD 29.95B
FNDX Schwab Fundamental U.S. Large ..

+0.50 (+0.73%)

USD 16.76B
SCHV Schwab U.S. Large-Cap Value ET..

+0.35 (+0.45%)

USD 11.35B
SPYD SPDR® Portfolio S&P 500 High ..

+0.17 (+0.38%)

USD 6.62B
VOOV Vanguard S&P 500 Value Index F..

+0.59 (+0.32%)

USD 5.19B
SPHD Invesco S&P 500® High Dividen..

+0.11 (+0.22%)

USD 3.76B
FDVV Fidelity® High Dividend ETF

+0.26 (+0.53%)

USD 3.46B
IWX iShares Russell Top 200 Value ..

+0.21 (+0.27%)

USD 2.89B
LRGF iShares U.S. Equity Factor ETF

+0.52 (+0.92%)

USD 2.09B

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 7.24% 6% D- 53% F
Dividend Return 0.44% 2% F 9% A-
Total Return 7.68% 2% F 46% F
Trailing 12 Months  
Capital Gain 15.01% 20% F 63% D
Dividend Return 1.61% 16% F 25% F
Total Return 16.62% 8% B- 58% F
Trailing 5 Years  
Capital Gain 45.55% 33% F 68% D+
Dividend Return 8.38% 6% D- 28% F
Total Return 53.93% 24% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 8.59% 27% F 66% D+
Dividend Return 10.19% 16% F 64% D
Total Return 1.60% 18% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 13.95% 88% B+ 67% D+
Risk Adjusted Return 73.02% 43% F 87% B+
Market Capitalization 0.22B 24% F 37% 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.