Values as of: 2024-11-15
ETF | Large Growth |
Last Closing
USD 58.99Change
-1.37 (-2.27)%Market Cap
USD 3.71BVolume
0.19MAnalyst Target
N/AVerdict
Verdict
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the exchange-traded funds (ETFs) that comprise the index. The index is designed to provide targeted exposure to the five First Trust sector-based ETFs that the index provider believes offer the greatest potential to outperform the other ETFs in the selection universe and that satisfy certain trading volume and liquidity requirements.
Company Website : http://www.ftportfolios.com/
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| QQQ | Invesco QQQ Trust |
-12.12 (-2.38%) |
USD 300.53B |
| VONG | Vanguard Russell 1000 Growth I.. |
-2.14 (-2.10%) |
USD 22.76B |
| ONEQ | Fidelity® Nasdaq Composite In.. |
-1.69 (-2.24%) |
USD 7.05B |
| QQEW | First Trust NASDAQ-100 Equal W.. |
-3.19 (-2.47%) |
USD 1.92B |
| QQQE | Direxion NASDAQ-100 Equal Weig.. |
-2.20 (-2.36%) |
USD 1.41B |
| FTC | First Trust Large Cap Growth A.. |
-0.56 (-0.39%) |
USD 1.10B |
| LRGE | ClearBridge Large Cap Growth E.. |
-1.39 (-1.80%) |
USD 0.39B |
| BKCH | Global X Blockchain ETF |
+1.88 (+3.02%) |
USD 0.23B |
| QQXT | First Trust NASDAQ-100 Ex-Tech.. |
-1.84 (-1.91%) |
USD 0.12B |
| MILN | Global X Millennials Consumer .. |
-0.42 (-0.93%) |
USD 0.12B |
N/A
| Market Performance vs. Industry/Classification (Large Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 14.43% | 31% | F | 70% | C- | ||
| Dividend Return | 0.09% | 17% | F | 1% | F | ||
| Total Return | 14.52% | 31% | F | 68% | D+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 27.02% | 38% | F | 72% | C | ||
| Dividend Return | 0.20% | 21% | F | 1% | F | ||
| Total Return | 27.22% | 43% | F | 70% | C- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 92.90% | 54% | F | 83% | B | ||
| Dividend Return | 3.57% | 23% | F | 10% | F | ||
| Total Return | 96.47% | 57% | F | 82% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 16.08% | 79% | B- | 70% | C- | ||
| Dividend Return | 16.58% | 79% | B- | 69% | C- | ||
| Total Return | 0.50% | 50% | F | 15% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 19.94% | 86% | B+ | 76% | C+ | ||
| Risk Adjusted Return | 83.13% | 93% | A | 92% | A | ||
| Market Capitalization | 3.71B | 77% | C+ | 86% | B+ | ||
| 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.
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.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company has under performed its peers on annual average total returns in the past 5 years.
