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

ETF | Large Value |

Last Closing

USD 36.463

Change

-0.18 (-0.49)%

Market Cap

USD 0.23B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Bearish

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-27 )

ETFs Containing EDOW

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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 0.53% 43% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.53% 42% F 55% F
Trailing 12 Months  
Capital Gain 5.88% 53% F 67% D+
Dividend Return 0.90% 16% F 19% F
Total Return 6.79% 45% F 60% D-
Trailing 5 Years  
Capital Gain 83.99% 23% F 63% D
Dividend Return 12.48% 8% B- 27% F
Total Return 96.47% 13% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.91% 21% F 65% D
Dividend Return 11.60% 13% F 64% D
Total Return 1.69% 27% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 13.36% 87% B+ 69% C-
Risk Adjusted Return 86.79% 52% F 89% A-
Market Capitalization 0.23B 27% F 38% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.