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

ETF | Large Growth |

Last Closing

USD 119.3

Change

-3.38 (-2.76)%

Market Cap

N/A

Volume

0.05M

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: 2025-03-03 )

Largest Industry Peers for Large Growth

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

-0.69 (-2.53%)

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

-9.02 (-2.47%)

USD 16.58B
IWY iShares Russell Top 200 Growth..

-5.95 (-2.58%)

USD 14.13B
SPGP Invesco S&P 500 GARP ETF

-2.93 (-2.77%)

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

-1.10 (-1.83%)

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

-1.73 (-1.69%)

USD 1.27B
FQAL Fidelity® Quality Factor ETF

-0.92 (-1.36%)

USD 1.12B
SFY SoFi Select 500

-2.73 (-2.49%)

USD 0.53B
FDMO Fidelity® Momentum Factor ETF

-1.84 (-2.62%)

USD 0.51B
GVIP Goldman Sachs Hedge Industry V..

-3.40 (-2.64%)

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 -0.18% 68% D+ 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.18% 68% D+ 40% F
Trailing 12 Months  
Capital Gain 14.80% 29% F 78% C+
Dividend Return 0.01% 4% F N/A F
Total Return 14.81% 29% F 73% C
Trailing 5 Years  
Capital Gain 48.73% 12% F 68% D+
Dividend Return 2.03% 12% F 5% F
Total Return 50.76% 8% B- 62% D
Average Annual (5 Year Horizon)  
Capital Gain 8.47% 16% F 61% D-
Dividend Return 8.83% 12% F 55% F
Total Return 0.36% 24% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 30.92% 20% F 34% F
Risk Adjusted Return 28.56% 8% B- 42% 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.