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

ETF | Large Value |

Last Closing

USD 36.5898

Change

+0.05 (+0.13)%

Market Cap

USD 0.23B

Volume

9.77K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Large Value

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

+0.08 (+0.29%)

USD 64.95B
DGRO iShares Core Dividend Growth E..

+0.25 (+0.41%)

USD 29.90B
FNDX Schwab Fundamental U.S. Large ..

+0.08 (+0.34%)

USD 17.58B
SCHV Schwab U.S. Large-Cap Value ET..

+0.05 (+0.19%)

USD 11.65B
SPYD SPDR® Portfolio S&P 500 High ..

+0.08 (+0.19%)

USD 6.71B
VOOV Vanguard S&P 500 Value Index F..

-0.49 (-0.26%)

USD 6.30B
FDVV Fidelity® High Dividend ETF

+0.33 (+0.66%)

USD 4.20B
SPHD Invesco S&P 500® High Dividen..

-0.10 (-0.21%)

USD 3.40B
LRGF iShares U.S. Equity Factor ETF

+0.36 (+0.59%)

USD 2.37B
IWX iShares Russell Top 200 Value ..

+0.21 (+0.27%)

USD 2.28B

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 12.24% 38% F 67% D+
Dividend Return 1.40% 12% F 23% F
Total Return 13.64% 24% F 63% D
Trailing 12 Months  
Capital Gain 13.07% 38% F 68% D+
Dividend Return 1.41% 16% F 23% F
Total Return 14.48% 29% F 64% D
Trailing 5 Years  
Capital Gain 40.44% 42% F 70% C-
Dividend Return 10.04% 6% D- 31% F
Total Return 50.49% 37% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.10% 21% F 65% D
Dividend Return 11.75% 17% F 64% D
Total Return 1.65% 25% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 14.07% 90% A- 70% C-
Risk Adjusted Return 83.52% 52% F 90% A-
Market Capitalization 0.23B 24% F 38% 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.