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

ETF | Large Value |

Last Closing

USD 35.654

Change

+0.47 (+1.33)%

Market Cap

USD 0.21B

Volume

0.01M

Analyst Target

N/A
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: 2025-05-02 )

Largest Industry Peers for Large Value

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

-0.26 (-1.00%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

-0.25 (-0.41%)

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

-0.13 (-0.56%)

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

-0.14 (-0.53%)

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

-0.25 (-0.59%)

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

-1.16 (-0.65%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

-0.20 (-0.41%)

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

-0.27 (-0.57%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

-0.41 (-0.51%)

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

-0.28 (-0.48%)

USD 2.15B

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 -1.70% 40% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.70% 40% F 48% F
Trailing 12 Months  
Capital Gain 6.94% 54% F 66% D+
Dividend Return 0.93% 16% F 19% F
Total Return 7.87% 38% F 61% D-
Trailing 5 Years  
Capital Gain 63.91% 23% F 62% D
Dividend Return 11.37% 6% D- 27% F
Total Return 75.28% 13% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 8.85% 23% F 66% D+
Dividend Return 10.52% 9% A- 64% D
Total Return 1.67% 33% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 12.27% 92% A 73% C
Risk Adjusted Return 85.71% 51% F 90% A-
Market Capitalization 0.21B 24% F 37% 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.