FDD:ARCA-First Trust Dow Jones STOXX Select Dividend 30 Index Fund (USD)

ETF | Europe Stock | NYSE Arca

Last Closing

USD 11.88

Change

0.00 (0.00)%

Market Cap

USD 0.15B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the STOXX(R) Europe Select Dividend 30 Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks or in depositary receipts representing securities in the index. The index consists of 30 high dividend-yielding securities selected from the STOXX(R) Europe 600 Index, including secondary lines of those companies (where there are multiple lines of equity capital in a company).

Inception Date: 27/08/2007

Primary Benchmark: STOXX Europe Select Dividend 30 NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.6%

Management Expense Ratio: 0.57 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
SPTN SpartanNash Co 3.96 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-02 )

Largest Industry Peers for Europe Stock

Symbol Name Mer Price(Change) Market Cap
VGK Vanguard FTSE Europe Index Fun.. 0.09 %

N/A

USD 19.07B
IEUR iShares Core MSCI Europe ETF 0.10 %

N/A

USD 4.76B
HEDJ WisdomTree Europe Hedged Equit.. 0.58 %

N/A

USD 1.56B
HEZU iShares Currency Hedged MSCI E.. 0.03 %

N/A

USD 0.35B
FLEE Franklin FTSE Europe ETF 0.09 %

N/A

USD 0.08B
EUSC WisdomTree Europe Hedged Small.. 0.58 %

N/A

USD 0.05B
DBEZ Xtrackers MSCI Eurozone Hedged.. 0.47 %

N/A

N/A
EUDG WisdomTree Europe Quality Divi.. 0.58 %

N/A

N/A
GSEU Goldman Sachs ActiveBeta® Eur.. 0.25 %

N/A

N/A
FEU SPDR STOXX Europe 50 ETF 0.29 %

N/A

N/A

ETFs Containing FDD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Europe Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.57% 20% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.57% 20% F 33% F
Trailing 12 Months  
Capital Gain 9.80% 20% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.80% 20% F 46% F
Trailing 5 Years  
Capital Gain -12.00% 20% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.00% 20% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain 3.13% 7% C- 48% F
Dividend Return 8.18% 7% C- 56% F
Total Return 5.05% 100% F 84% B
Risk Return Profile  
Volatility (Standard Deviation) 21.56% 27% F 50% F
Risk Adjusted Return 37.93% 20% F 55% F
Market Capitalization 0.15B 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.