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

ETF | Large Growth |

Last Closing

USD 124.56

Change

-2.78 (-2.18)%

Market Cap

N/A

Volume

0.04M

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: 2025-02-25 )

Largest Industry Peers for Large Growth

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

-0.31 (-1.12%)

USD 38.93B
VOOG Vanguard S&P 500 Growth Index ..

-3.75 (-1.02%)

USD 16.58B
IWY iShares Russell Top 200 Growth..

-2.37 (-1.01%)

USD 14.13B
SPGP Invesco S&P 500 GARP ETF

-0.37 (-0.35%)

USD 3.79B
JMOM JPMorgan U.S. Momentum Factor ..

-0.20 (-0.33%)

USD 1.40B
QGRO American Century U.S. Quality ..

-0.87 (-0.84%)

USD 1.27B
FQAL Fidelity® Quality Factor ETF

-0.13 (-0.20%)

USD 1.12B
SFY SoFi Select 500

-1.05 (-0.95%)

USD 0.53B
FDMO Fidelity® Momentum Factor ETF

-0.81 (-1.15%)

USD 0.51B
GVIP Goldman Sachs Hedge Industry V..

-1.18 (-0.91%)

USD 0.35B

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 4.23% 100% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.23% 100% F 71% C-
Trailing 12 Months  
Capital Gain 21.90% 63% D 83% B
Dividend Return 0.01% 4% F N/A F
Total Return 21.91% 63% D 80% B-
Trailing 5 Years  
Capital Gain 61.72% 16% F 71% C-
Dividend Return 2.11% 12% F 5% F
Total Return 63.83% 12% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 8.67% 16% F 61% D-
Dividend Return 9.03% 16% F 56% F
Total Return 0.36% 24% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 31.14% 20% F 34% F
Risk Adjusted Return 28.99% 8% B- 43% 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.