FUD:CA:TSX-First Trust AlphaDEX U.S. Dividend ETF (CAD-Hedged) (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 36.08

Change

+0.20 (+0.56)%

Market Cap

CAD 7.16M

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

First Trust AlphaDEX? U.S. Dividend Plus ETF (CAD-Hedged) seeks to provide Unitholders with exposure to the performance of a portfolio of higher yielding U.S. dividend paying stocks, as well as providing Unitholders with monthly distributions. First Trust AlphaDEX? U.S. Dividend Plus ETF (CAD-Hedged) will primarily invest in U.S. dividend paying equities. In addition, First Trust AlphaDEX? U.S. Dividend Plus ETF (CAD-Hedged) may, from time to time, write covered call options on a portion of the portfolio in order to produce additional income.

Inception Date: 14/05/2013

Primary Benchmark: S&P 500 TR Hdg CAD

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.78 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
FERG Ferguson Plc 0.48 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-19 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

-1.18 (-0.76%)

CAD 22.27B
ZSP:CA BMO S&P 500 0.09 %

-0.75 (-0.78%)

CAD 19.82B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

-0.27 (-0.42%)

CAD 11.85B
VUN:CA Vanguard US Total Market 0.16 %

-1.03 (-0.88%)

CAD 11.53B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

-0.43 (-0.79%)

CAD 8.94B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

-0.67 (-0.75%)

CAD 4.81B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

-0.44 (-0.44%)

CAD 4.32B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

-2.92 (-1.16%)

CAD 3.65B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

-0.24 (-0.43%)

CAD 3.55B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

-0.58 (-0.90%)

CAD 3.54B

ETFs Containing FUD:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.21% 3% F 52% F
Dividend Return 0.20% 40% F 7% C-
Total Return 2.41% 7% C- 53% F
Trailing 12 Months  
Capital Gain 9.67% 8% B- 44% F
Dividend Return 1.87% 68% D+ 25% F
Total Return 11.53% 5% F 40% F
Trailing 5 Years  
Capital Gain 14.47% 9% A- 50% F
Dividend Return 10.01% 64% D 23% F
Total Return 24.48% 2% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain 7.44% 14% F 57% F
Dividend Return 8.08% 2% F 55% F
Total Return 0.64% 13% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 13.29% 75% C 62% D
Risk Adjusted Return 60.80% 7% C- 70% C-
Market Capitalization 7.16M 2% F 5% F

Annual Financials (CAD)

Quarterly Financials (CAD)

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.

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.