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

ETF | Large Value |

Last Closing

USD 41.93

Change

-0.51 (-1.20)%

Market Cap

N/A

Volume

0.43M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Large Value

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

-0.34 (-1.18%)

USD 64.18B
DGRO iShares Core Dividend Growth E..

-0.57 (-0.89%)

USD 30.75B
FNDX Schwab Fundamental U.S. Large ..

-0.19 (-0.78%)

USD 17.45B
SCHV Schwab U.S. Large-Cap Value ET..

-0.26 (-0.95%)

USD 12.08B
SPYD SPDR® Portfolio S&P 500 High ..

-0.60 (-1.30%)

USD 6.94B
VOOV Vanguard S&P 500 Value Index F..

-1.62 (-0.83%)

USD 5.25B
FDVV Fidelity® High Dividend ETF

-0.24 (-0.46%)

USD 3.89B
SPHD Invesco S&P 500® High Dividen..

-0.58 (-1.14%)

USD 3.51B
IWX iShares Russell Top 200 Value ..

-0.60 (-0.72%)

USD 3.25B
LRGF iShares U.S. Equity Factor ETF

-0.14 (-0.23%)

USD 2.24B

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 16.86% 72% C 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.86% 74% C 73% C
Trailing 12 Months  
Capital Gain 30.30% 44% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.30% 48% F 69% C-
Trailing 5 Years  
Capital Gain 32.98% 29% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.98% 29% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.83% 19% F 65% D
Dividend Return 13.13% 54% F 69% C-
Total Return 4.30% 100% F 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 14.91% 67% D+ 65% D
Risk Adjusted Return 88.02% 75% C 93% 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:
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.

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:

There is nothing we particularly dislike