FDL:NYE-First Trust Morningstar Dividend Leaders Index Fund (USD)

ETF | Large Value |

Last Closing

USD 41.95

Change

+0.22 (+0.53)%

Market Cap

N/A

Volume

0.60M

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: 2024-09-30 )

Largest Industry Peers for Large Value

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

+0.27 (+0.32%)

USD 61.23B
SCHD Schwab U.S. Dividend Equity ET..

+0.27 (+0.32%)

USD 61.23B
DGRO iShares Core Dividend Growth E..

+0.29 (+0.46%)

USD 30.15B
DGRO iShares Core Dividend Growth E..

+0.29 (+0.46%)

USD 30.15B
FNDX Schwab Fundamental U.S. Large ..

+0.23 (+0.32%)

USD 17.02B
FNDX Schwab Fundamental U.S. Large ..

+0.23 (+0.32%)

USD 17.02B
SCHV Schwab U.S. Large-Cap Value ET..

+0.26 (+0.32%)

USD 11.82B
SCHV Schwab U.S. Large-Cap Value ET..

+0.26 (+0.32%)

USD 11.82B
SPYD SPDR® Portfolio S&P 500 High ..

+0.23 (+0.51%)

USD 6.77B
SPYD SPDR® Portfolio S&P 500 High ..

+0.23 (+0.51%)

USD 6.77B

ETFs Containing FDL

FSR:CA 0.00 % 1.10 %

N/A

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 16.92% 77% C+ 74% C
Dividend Return 3.36% 95% A 60% D-
Total Return 20.28% 91% A- 75% C
Trailing 12 Months  
Capital Gain 27.55% 46% F 70% C-
Dividend Return 5.24% 97% N/A 67% D+
Total Return 32.78% 81% B- 73% C
Trailing 5 Years  
Capital Gain 39.79% 19% F 65% D
Dividend Return 22.75% 97% N/A 73% C
Total Return 62.53% 36% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.25% N/A N/A 64% D
Dividend Return 12.56% N/A N/A 68% D+
Total Return 4.31% N/A N/A 74% C
Risk Return Profile  
Volatility (Standard Deviation) 15.07% N/A N/A 64% D
Risk Adjusted Return 83.33% N/A N/A 91% A-
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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike