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

ETF | Small Value |

Last Closing

USD 65

Change

+1.44 (+2.27)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Small Value

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

+3.35 (+1.69%)

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

+1.80 (+1.68%)

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

+0.51 (+1.49%)

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

+1.03 (+1.87%)

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

+0.50 (+1.04%)

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

+2.71 (+2.34%)

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

+1.47 (+1.59%)

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

+0.91 (+2.02%)

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

+1.37 (+1.25%)

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

+1.03 (+1.87%)

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 5.97% 55% F 44% F
Dividend Return 0.91% 64% D 22% F
Total Return 6.88% 64% D 38% F
Trailing 12 Months  
Capital Gain 19.27% 17% F 60% D-
Dividend Return 1.98% 83% B 31% F
Total Return 21.24% 17% F 56% F
Trailing 5 Years  
Capital Gain 39.07% 25% F 66% D+
Dividend Return 8.95% 83% B 31% F
Total Return 48.02% 25% F 64% 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.