ducovest

EDOW:NYE-First Trust Dow 30 Equal Weight ETF (USD)

ETF | Large Value |

Last Closing

USD 35.65

Change

-0.14 (-0.38)%

Market Cap

USD 0.22B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index is the equal weight version of the Dow Jones Industrial Average (the DJIA). The DJIA is composed of 30 securities issued by blue-chip U.S. companies covering all industries, with the exception of transportation and utilities.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-29 )

Largest Industry Peers for Large Value

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

-0.23 (-0.81%)

 USD 63.08B
DGRO iShares Core Dividend Growth E..

-0.29 (-0.46%)

 USD 30.34B
FNDX Schwab Fundamental U.S. Large ..

-0.10 (-0.42%)

 USD 17.14B
SCHV Schwab U.S. Large-Cap Value ET..

-0.17 (-0.63%)

 USD 11.81B
SPYD SPDR® Portfolio S&P 500 High ..

-0.52 (-1.14%)

 USD 6.79B
VOOV Vanguard S&P 500 Value Index F..

-1.20 (-0.63%)

 USD 5.29B
FDVV Fidelity® High Dividend ETF

-0.24 (-0.47%)

 USD 3.88B
SPHD Invesco S&P 500® High Dividen..

-0.43 (-0.86%)

 USD 3.45B
IWX iShares Russell Top 200 Value ..

-0.46 (-0.56%)

 USD 3.17B
LRGF iShares U.S. Equity Factor ETF

+0.12 (+0.20%)

 USD 2.21B

ETFs Containing EDOW

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 9.36% 18% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.36% 28% F 62% D
Trailing 12 Months  
Capital Gain 24.20% 19% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.20% 29% F 63% D
Trailing 5 Years  
Capital Gain 44.22% 46% F 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 44.22% 48% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.40% 29% F 65% D
Dividend Return 11.01% 15% F 63% D
Total Return 1.62% 25% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 14.04% 88% B+ 69% C-
Risk Adjusted Return 78.45% 52% F 89% A-
Market Capitalization 0.22B 24% F 37% F

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.