ducovest

FVD:NYE-First Trust Value Line® Dividend Index Fund (USD)

ETF | Large Value |

Last Closing

USD 45.32

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.59M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Large Value

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

N/A

 USD 65.68B
DGRO iShares Core Dividend Growth E..

N/A

 USD 31.12B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 17.76B
SCHV Schwab U.S. Large-Cap Value ET..

N/A

 USD 12.10B
SPYD SPDR® Portfolio S&P 500 High ..

N/A

 USD 6.96B
VOOV Vanguard S&P 500 Value Index F..

N/A

 USD 5.38B
FDVV Fidelity® High Dividend ETF

N/A

 USD 4.08B
SPHD Invesco S&P 500® High Dividen..

N/A

 USD 3.47B
IWX iShares Russell Top 200 Value ..

N/A

 USD 3.12B
LRGF iShares U.S. Equity Factor ETF

N/A

 USD 2.32B

ETFs Containing FVD

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 11.74% 4% F 61% D-
Dividend Return 1.72% 42% F 32% F
Total Return 13.45% 2% F 58% F
Trailing 12 Months  
Capital Gain 17.47% 2% F 60% D-
Dividend Return 2.57% 47% F 36% F
Total Return 20.04% 2% F 57% F
Trailing 5 Years  
Capital Gain 27.73% 12% F 61% D-
Dividend Return 12.09% 22% F 37% F
Total Return 39.83% 4% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 7.52% 8% B- 60% D-
Dividend Return 9.60% 4% F 59% D-
Total Return 2.08% 60% D- 50% F
Risk Return Profile  
Volatility (Standard Deviation) 13.28% 94% A 71% C-
Risk Adjusted Return 72.30% 38% F 85% B
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:
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:
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.