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

ETF | Large Growth |

Last Closing

USD 125.52

Change

+5.00 (+4.15)%

Market Cap

N/A

Volume

0.02M

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: 2025-05-02 )

Largest Industry Peers for Large Growth

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

+0.39 (+1.52%)

USD 34.38B
VOOG Vanguard S&P 500 Growth Index ..

+6.83 (+1.98%)

USD 13.95B
IWY iShares Russell Top 200 Growth..

+3.21 (+1.48%)

USD 11.43B
SPGP Invesco S&P 500 GARP ETF

+2.23 (+2.31%)

USD 2.81B
JMOM JPMorgan U.S. Momentum Factor ..

+1.11 (+1.93%)

USD 1.25B
QGRO American Century U.S. Quality ..

+2.58 (+2.64%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+1.01 (+1.58%)

USD 0.96B
SFY SoFi Select 500

+1.87 (+1.81%)

USD 0.43B
FDMO Fidelity® Momentum Factor ETF

+1.38 (+2.07%)

USD 0.40B
BIBL Northern Lights Fund Trust IV ..

+0.69 (+1.82%)

USD 0.28B

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 5.03% 100% F 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.03% 100% F 80% B-
Trailing 12 Months  
Capital Gain 23.52% 92% A 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.52% 92% A 87% B+
Trailing 5 Years  
Capital Gain 77.79% 20% F 67% D+
Dividend Return 2.10% 12% F 4% F
Total Return 79.89% 16% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 5.45% 4% F 56% F
Dividend Return 5.79% 4% F 49% F
Total Return 0.35% 24% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 26.35% 28% F 37% F
Risk Adjusted Return 21.98% 8% B- 39% 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.