EDOW:NYE- (USD)

ETF | Large Value |

Last Closing

USD 36.1453

Change

-0.08 (-0.22)%

Market Cap

USD 0.23B

Volume

0.02M
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: 2025-04-01 )

Largest Industry Peers for Large Value

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

N/A

USD 67.99B
DGRO iShares Core Dividend Growth E..

+0.38 (+0.62%)

USD 30.16B
FNDX Schwab Fundamental U.S. Large ..

+0.14 (+0.59%)

USD 16.89B
SCHV Schwab U.S. Large-Cap Value ET..

+0.17 (+0.64%)

USD 12.12B
SPYD SPDR® Portfolio S&P 500 High ..

+0.15 (+0.34%)

USD 6.71B
VOOV Vanguard S&P 500 Value Index F..

+0.91 (+0.49%)

USD 5.12B
FDVV Fidelity® High Dividend ETF

+0.15 (+0.30%)

USD 4.61B
SPHD Invesco S&P 500® High Dividen..

+0.04 (+0.08%)

USD 3.41B
IWX iShares Russell Top 200 Value ..

+0.40 (+0.49%)

USD 3.06B
LRGF iShares U.S. Equity Factor ETF

+0.53 (+0.91%)

USD 2.20B

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 -0.34% 31% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.34% 31% F 51% F
Trailing 12 Months  
Capital Gain 6.12% 42% F 68% D+
Dividend Return 0.91% 16% F 18% F
Total Return 7.03% 30% F 61% D-
Trailing 5 Years  
Capital Gain 82.74% 17% F 61% D-
Dividend Return 12.51% 8% B- 27% F
Total Return 95.24% 12% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 9.72% 19% F 66% D+
Dividend Return 11.40% 12% F 64% D
Total Return 1.68% 27% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 13.12% 92% A 71% C-
Risk Adjusted Return 86.93% 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.