FDM:NYE-First Trust Dow Jones Select MicroCap Index Fund (USD)

ETF | Small Value |

Last Closing

USD 69.1605

Change

+1.30 (+1.92)%

Market Cap

N/A

Volume

5.81K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-15 )

Largest Industry Peers for Small Value

Symbol Name Price(Change) Market Cap
VBR Vanguard Small-Cap Value Index..

+2.69 (+1.35%)

USD 30.54B
IJS iShares S&P Small-Cap 600 Valu..

+1.65 (+1.53%)

USD 7.34B
DES WisdomTree U.S. SmallCap Divid..

+0.48 (+1.41%)

USD 2.05B
XSVM Invesco S&P SmallCap Value wit..

+1.10 (+2.05%)

USD 0.76B
XSLV Invesco S&P SmallCap Low Volat..

+0.46 (+0.98%)

USD 0.31B
PXSV Invesco S&P SmallCap Value wit..

+1.10 (+2.05%)

N/A
SLYV SPDR® S&P 600 Small Cap Value..

+1.18 (+1.36%)

N/A
RFV Invesco S&P MidCap 400® Pure ..

+1.99 (+1.61%)

N/A
VIOV Vanguard S&P Small-Cap 600 Val..

+1.45 (+1.56%)

N/A
RWJ Invesco S&P SmallCap 600 Reven..

+0.83 (+1.81%)

N/A

ETFs Containing FDM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.47% 75% C 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.47% 75% C 62% D
Trailing 12 Months  
Capital Gain 20.15% 91% A- 73% C
Dividend Return 1.34% 27% F 21% F
Total Return 21.49% 91% A- 71% C-
Trailing 5 Years  
Capital Gain 37.03% 54% F 69% C-
Dividend Return 8.67% 23% F 26% F
Total Return 45.70% 38% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 14.61% 54% F 74% C
Dividend Return 16.25% 62% D 73% C
Total Return 1.64% 77% C+ 40% F
Risk Return Profile  
Volatility (Standard Deviation) 26.93% 69% C- 40% F
Risk Adjusted Return 60.33% 69% C- 74% C
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:
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:

There is nothing we particularly dislike