ducovest

RDVY:NSD-First Trust Rising Dividend Achievers ETF (USD)

ETF | Large Value |

Last Closing

USD 58.01

Change

-0.04 (-0.07)%

Market Cap

USD 11.42B

Volume

0.73M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stock and depositary receipts that comprise the index. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization companies with a history of raising their dividends while exhibiting the characteristics to continue to do so in the future by including companies with strong cash balances, low debt and increasing earnings.

Company Website : http://www.ftportfolios.com/

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
IUSV iShares Core S&P U.S. Value ET..

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VONV Vanguard Russell 1000 Value In..

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FTA First Trust Large Cap Value Al..

-0.08 (-0.10%)

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CDC VictoryShares US EQ Income Enh..

-0.13 (-0.20%)

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PFM Invesco Dividend Achievers ETF

-0.10 (-0.22%)

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LVHD Legg Mason Low Volatility High..

-0.16 (-0.39%)

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CDL VictoryShares US Large Cap Hig..

-0.06 (-0.09%)

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VSMV VictoryShares US Multi-Factor ..

-0.04 (-0.08%)

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RNDV First Trust US Equity Dividend..

+0.02 (+0.07%)

 USD 0.04B
EQRR ProShares Equities for Rising ..

-0.10 (-0.18%)

 USD 0.01B

ETFs Containing RDVY

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 12.27% 42% F 72% C
Dividend Return 0.43% 8% B- 12% F
Total Return 12.70% 33% F 71% C-
Trailing 12 Months  
Capital Gain 23.50% 100% F 73% C
Dividend Return 1.68% 17% F 27% F
Total Return 25.19% 100% F 73% C
Trailing 5 Years  
Capital Gain 81.00% 100% F 81% B-
Dividend Return 10.08% 33% F 40% F
Total Return 91.08% 100% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 15.25% 92% A 73% C
Dividend Return 16.88% 92% A 73% C
Total Return 1.63% 17% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 23.46% 17% F 72% C
Risk Adjusted Return 71.94% 75% C 89% A-
Market Capitalization 11.42B 91% A- 93% A

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.