XPND:NYE-First Trust Expanded Technology ETF (USD)

ETF | Others |

Last Closing

USD 31.31

Change

+0.35 (+1.13)%

Market Cap

USD 0.02B

Volume

1.50K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 80% of its net assets in the common stocks of companies identified by it"s investment advisor as either information technology companies or financial companies and communication services companies whose operations are principally derived from and/or dependent upon technology ( "Expanded Technology Companies" ). The fund"s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 33.28% 93% A 88% B+
Dividend Return 0.03% 1% F N/A F
Total Return 33.30% 92% A 86% B+
Trailing 12 Months  
Capital Gain 32.83% 92% A 88% B+
Dividend Return 0.03% 1% F N/A F
Total Return 32.85% 91% A- 87% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 11.03% 88% B+ 67% D+
Dividend Return 11.18% 86% B+ 62% D
Total Return 0.15% 13% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 23.82% 12% F 46% F
Risk Adjusted Return 46.94% 57% F 62% D
Market Capitalization 0.02B 33% F 13% 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:

There is nothing we particularly like

What to not like:
Below median total returns

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

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.

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.