ducovest

FDL:NYE-First Trust Morningstar Dividend Leaders Index Fund (USD)

ETF | Large Value |

Last Closing

USD 39.35

Change

-0.71 (-1.77)%

Market Cap

N/A

Volume

0.66M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-21 )

Largest Industry Peers for Large Value

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

-0.39 (-1.53%)

 USD 65.62B
DGRO iShares Core Dividend Growth E..

-1.01 (-1.73%)

 USD 28.73B
FNDX Schwab Fundamental U.S. Large ..

-0.45 (-2.04%)

 USD 16.14B
SCHV Schwab U.S. Large-Cap Value ET..

-0.46 (-1.84%)

 USD 11.19B
SPYD SPDR® Portfolio S&P 500 High ..

-0.67 (-1.63%)

 USD 6.49B
VOOV Vanguard S&P 500 Value Index F..

-3.22 (-1.88%)

 USD 4.93B
FDVV Fidelity® High Dividend ETF

-0.90 (-1.93%)

 USD 4.55B
SPHD Invesco S&P 500® High Dividen..

-0.91 (-1.93%)

 USD 3.30B
IWX iShares Russell Top 200 Value ..

-1.51 (-1.96%)

 USD 2.39B
LRGF iShares U.S. Equity Factor ETF

-1.32 (-2.42%)

 USD 2.15B

ETFs Containing FDL

FSR:CA First Trust Morningstar D.. 0.00 % 1.10 %

N/A

 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 -2.26% 98% N/A 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.26% 98% N/A 64% D
Trailing 12 Months  
Capital Gain 4.93% 88% B+ 74% C
Dividend Return 2.33% 82% B 42% F
Total Return 7.26% 90% A- 72% C
Trailing 5 Years  
Capital Gain 67.30% 46% F 66% D+
Dividend Return 29.02% 90% A- 69% C-
Total Return 96.33% 71% C- 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.35% 37% F 69% C-
Dividend Return 14.61% 75% C 74% C
Total Return 4.27% 100% F 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 12.56% 94% A 72% C
Risk Adjusted Return 116.36% 96% N/A 98% N/A
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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:

There is nothing we particularly dislike