FPX:NYE-First Trust US Equity Opportunities ETF (USD)

ETF | Large Growth |

Last Closing

USD 135.82

Change

+0.63 (+0.47)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

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: 2025-02-06 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.14 (+0.49%)

USD 37.24B
VOOG Vanguard S&P 500 Growth Index ..

+3.04 (+0.80%)

USD 15.70B
IWY iShares Russell Top 200 Growth..

+1.48 (+0.62%)

USD 14.04B
SPGP Invesco S&P 500 GARP ETF

-0.67 (-0.61%)

USD 3.90B
JMOM JPMorgan U.S. Momentum Factor ..

+0.17 (+0.27%)

USD 1.25B
QGRO American Century U.S. Quality ..

+0.54 (+0.50%)

USD 1.12B
FQAL Fidelity® Quality Factor ETF

+0.37 (+0.54%)

USD 1.09B
SFY SoFi Select 500

+0.79 (+0.70%)

USD 0.96B
FDMO Fidelity® Momentum Factor ETF

+0.72 (+0.99%)

USD 0.45B
GVIP Goldman Sachs Hedge Industry V..

+1.03 (+0.78%)

USD 0.32B

ETFs Containing FPX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.65% 100% F 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.65% 100% F 93% A
Trailing 12 Months  
Capital Gain 37.37% 92% A 88% B+
Dividend Return 0.01% 4% F N/A F
Total Return 37.38% 92% A 87% B+
Trailing 5 Years  
Capital Gain 59.62% 16% F 75% C
Dividend Return 1.91% 12% F 5% F
Total Return 61.53% 16% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.91% 20% F 62% D
Dividend Return 9.28% 20% F 57% F
Total Return 0.36% 24% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 31.44% 20% F 33% F
Risk Adjusted Return 29.51% 12% F 44% F
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:

There is nothing we particularly like

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.

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.