ducovest

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

ETF | Large Value |

Last Closing

USD 34.337

Change

+0.43 (+1.28)%

Market Cap

USD 0.25B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-03-27 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
VTV Vanguard Value Index Fund ETF ..

N/A

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VYM Vanguard High Dividend Yield I..

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SCHD Schwab U.S. Dividend Equity ET..

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IWD iShares Russell 1000 Value ETF

N/A

 USD 52.96B
DIA SPDR Dow Jones Industrial Aver..

N/A

 USD 33.55B
IVE iShares S&P 500 Value ETF

N/A

 USD 31.96B
DGRO iShares Core Dividend Growth E..

N/A

 USD 26.31B
SPYV SPDR® Portfolio S&P 500 Value..

N/A

 USD 21.41B
SDY SPDR® S&P Dividend ETF

N/A

 USD 20.10B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 14.62B

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 5.33% 22% F 60% D-
Dividend Return 0.44% 16% F 27% F
Total Return 5.77% 21% F 58% F
Trailing 12 Months  
Capital Gain 18.12% 38% F 67% D+
Dividend Return 2.17% 33% F 31% F
Total Return 20.29% 35% F 64% D
Trailing 5 Years  
Capital Gain 45.18% 42% F 69% C-
Dividend Return 8.65% 8% B- 31% F
Total Return 53.83% 34% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 6.73% 35% F 65% D
Dividend Return 8.16% 25% F 62% D
Total Return 1.43% 13% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 14.61% 92% A 70% C-
Risk Adjusted Return 55.87% 48% F 83% B
Market Capitalization 0.25B 23% F 36% 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:
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.

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.