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

ETF | Small Value |

Last Closing

USD 70.67

Change

+1.20 (+1.73)%

Market Cap

N/A

Volume

8.80K

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: 2025-01-21 )

Largest Industry Peers for Small Value

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

+3.14 (+1.53%)

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

+1.77 (+1.60%)

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

+0.49 (+1.41%)

USD 2.04B
XSVM Invesco S&P SmallCap Value wit..

+0.70 (+1.27%)

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

+0.62 (+1.31%)

USD 0.29B
PXSV Invesco S&P SmallCap Value wit..

+0.70 (+1.27%)

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

+1.32 (+1.49%)

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

+1.50 (+1.18%)

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

+1.47 (+1.55%)

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

+0.76 (+1.62%)

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 3.68% 75% C 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.68% 75% C 64% D
Trailing 12 Months  
Capital Gain 19.21% 100% F 72% C
Dividend Return 1.30% 27% F 21% F
Total Return 20.51% 100% F 70% C-
Trailing 5 Years  
Capital Gain 41.62% 54% F 69% C-
Dividend Return 8.77% 31% F 27% F
Total Return 50.39% 46% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 14.68% 54% F 74% C
Dividend Return 16.32% 62% D 73% C
Total Return 1.64% 77% C+ 40% F
Risk Return Profile  
Volatility (Standard Deviation) 26.92% 69% C- 40% F
Risk Adjusted Return 60.63% 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