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

ETF | Small Value |

Last Closing

USD 64.02

Change

+0.20 (+0.31)%

Market Cap

N/A

Volume

3.50K

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: 2024-09-24 )

Largest Industry Peers for Small Value

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

+0.23 (+0.11%)

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

-0.03 (-0.03%)

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

-0.01 (-0.03%)

USD 2.05B
XSVM Invesco S&P SmallCap Value wit..

-0.20 (-0.36%)

USD 0.82B
XSLV Invesco S&P SmallCap Low Volat..

-0.04 (-0.08%)

USD 0.33B
RFV Invesco S&P MidCap 400® Pure ..

+0.26 (+0.22%)

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

-0.05 (-0.05%)

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

+0.14 (+0.31%)

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

-0.01 (-0.01%)

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

-0.20 (-0.36%)

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 4.37% 45% F 39% F
Dividend Return 0.91% 36% F 20% F
Total Return 5.28% 64% D 32% F
Trailing 12 Months  
Capital Gain 17.92% 17% F 52% F
Dividend Return 1.47% 33% F 21% F
Total Return 19.40% 17% F 48% F
Trailing 5 Years  
Capital Gain 39.87% 25% F 66% D+
Dividend Return 8.67% 75% C 29% F
Total Return 48.54% 25% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 12.32% 33% F 73% C
Dividend Return 13.93% 42% F 72% C
Total Return 1.61% 75% C 37% F
Risk Return Profile  
Volatility (Standard Deviation) 27.65% 67% D+ 37% F
Risk Adjusted Return 50.40% 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.