EDOW:NYE-First Trust Dow 30 Equal Weight ETF (USD)

ETF | Large Value |

Last Closing

USD 37.9623

Change

-0.28 (-0.73)%

Market Cap

USD 0.23B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2025-02-20 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.11 (-0.39%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

-0.50 (-0.78%)

USD 31.61B
FNDX Schwab Fundamental U.S. Large ..

-0.36 (-1.45%)

USD 18.18B
SCHV Schwab U.S. Large-Cap Value ET..

-0.26 (-0.95%)

USD 12.14B
SPYD SPDR® Portfolio S&P 500 High ..

-0.03 (-0.07%)

USD 6.82B
VOOV Vanguard S&P 500 Value Index F..

-1.87 (-0.97%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

-0.55 (-1.05%)

USD 4.83B
SPHD Invesco S&P 500® High Dividen..

+0.18 (+0.36%)

USD 3.37B
LRGF iShares U.S. Equity Factor ETF

-1.14 (-1.79%)

USD 2.46B
IWX iShares Russell Top 200 Value ..

-0.99 (-1.17%)

USD 2.46B

ETFs Containing EDOW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.67% 42% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.67% 42% F 66% D+
Trailing 12 Months  
Capital Gain 12.88% 20% F 65% D
Dividend Return 1.36% 16% F 23% F
Total Return 14.24% 18% F 62% D
Trailing 5 Years  
Capital Gain 45.42% 40% F 70% C-
Dividend Return 10.02% 10% F 31% F
Total Return 55.45% 33% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.41% 21% F 65% D
Dividend Return 12.09% 13% F 64% D
Total Return 1.68% 25% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 14.02% 87% B+ 69% C-
Risk Adjusted Return 86.19% 52% F 90% A-
Market Capitalization 0.23B 24% F 38% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.