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

ETF | Large Growth |

Last Closing

USD 113.02

Change

-2.60 (-2.25)%

Market Cap

N/A

Volume

0.03M

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: 2025-03-18 )

Largest Industry Peers for Large Growth

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

-0.41 (-1.60%)

USD 36.26B
VOOG Vanguard S&P 500 Growth Index ..

-6.10 (-1.78%)

USD 14.36B
IWY iShares Russell Top 200 Growth..

-3.93 (-1.82%)

USD 12.53B
SPGP Invesco S&P 500 GARP ETF

-0.52 (-0.52%)

USD 3.40B
JMOM JPMorgan U.S. Momentum Factor ..

-0.78 (-1.36%)

USD 1.31B
QGRO American Century U.S. Quality ..

-1.51 (-1.58%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

-0.73 (-1.12%)

USD 1.02B
FDMO Fidelity® Momentum Factor ETF

-1.04 (-1.58%)

USD 0.51B
SFY SoFi Select 500

-1.56 (-1.49%)

USD 0.49B
BIBL Northern Lights Fund Trust IV ..

-0.56 (-1.42%)

USD 0.31B

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 -5.43% 52% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.43% 52% F 27% F
Trailing 12 Months  
Capital Gain 9.34% 50% F 73% C
Dividend Return 0.01% 4% F N/A F
Total Return 9.35% 42% F 65% D
Trailing 5 Years  
Capital Gain 94.73% 16% F 61% D-
Dividend Return 2.80% 12% F 5% F
Total Return 97.53% 12% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 8.26% 16% F 60% D-
Dividend Return 8.61% 12% F 55% F
Total Return 0.36% 24% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 30.72% 20% F 34% F
Risk Adjusted Return 28.04% 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.