FDM:NYE-First Trust Dow Jones Select MicroCap Index Fund (USD)

ETF | Small Value |

Last Closing

USD 63.56

Change

+0.15 (+0.24)%

Market Cap

N/A

Volume

5.40K

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-18 )

Largest Industry Peers for Small Value

Symbol Name Price(Change) Market Cap
VBR Vanguard Small-Cap Value Index..

+0.19 (+0.10%)

USD 29.87B
IJS iShares S&P Small-Cap 600 Valu..

+0.10 (+0.09%)

USD 7.07B
DES WisdomTree U.S. SmallCap Divid..

+0.11 (+0.32%)

USD 2.01B
XSVM Invesco S&P SmallCap Value wit..

-0.01 (-0.02%)

USD 0.80B
XSLV Invesco S&P SmallCap Low Volat..

+0.05 (+0.11%)

USD 0.32B
RFV Invesco S&P MidCap 400® Pure ..

+0.48 (+0.42%)

N/A
VIOV Vanguard S&P Small-Cap 600 Val..

+0.26 (+0.28%)

N/A
RWJ Invesco S&P SmallCap 600 Reven..

+0.06 (+0.13%)

N/A
RZV Invesco S&P SmallCap 600® Pur..

+0.28 (+0.26%)

N/A
PXSV Invesco S&P SmallCap Value wit..

-0.01 (-0.02%)

N/A

ETFs Containing FDM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.62% 36% F 40% F
Dividend Return 0.91% 64% D 22% F
Total Return 4.53% 36% F 32% F
Trailing 12 Months  
Capital Gain 15.48% 8% B- 58% F
Dividend Return 1.96% 75% C 31% F
Total Return 17.44% 8% B- 54% F
Trailing 5 Years  
Capital Gain 35.99% 25% F 66% D+
Dividend Return 8.95% 83% B 31% F
Total Return 44.94% 25% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 12.17% 33% F 73% C
Dividend Return 13.78% 42% F 72% C
Total Return 1.61% 75% C 36% F
Risk Return Profile  
Volatility (Standard Deviation) 27.72% 67% D+ 37% F
Risk Adjusted Return 49.70% 58% F 68% D+
Market Capitalization N/A N/A N/A N/A N/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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.