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

ETF | Large Value |

Last Closing

USD 32.6988

Change

-0.10 (-0.30)%

Market Cap

USD 0.25B

Volume

0.02M

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: 2024-04-17 )

Largest Industry Peers for Large Value

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

-2.03 (-1.28%)

USD 111.32B
VYM Vanguard High Dividend Yield I..

-1.52 (-1.29%)

USD 67.87B
SCHD Schwab U.S. Dividend Equity ET..

-0.93 (-1.19%)

USD 53.63B
IWD iShares Russell 1000 Value ETF

-2.35 (-1.35%)

USD 52.96B
DIA SPDR Dow Jones Industrial Aver..

-5.67 (-1.48%)

USD 33.55B
IVE iShares S&P 500 Value ETF

-2.12 (-1.17%)

USD 31.96B
DGRO iShares Core Dividend Growth E..

-0.65 (-1.15%)

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

-0.57 (-1.17%)

USD 21.41B
SDY SPDR® S&P Dividend ETF

-1.12 (-0.87%)

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

-1.00 (-1.53%)

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 0.30% 28% F 53% F
Dividend Return 0.44% 17% F 26% F
Total Return 0.75% 23% F 50% F
Trailing 12 Months  
Capital Gain 9.08% 44% F 64% D
Dividend Return 2.10% 33% F 31% F
Total Return 11.18% 40% F 61% D-
Trailing 5 Years  
Capital Gain 34.70% 40% F 68% D+
Dividend Return 8.43% 8% B- 31% F
Total Return 43.13% 34% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.14% 35% F 65% D
Dividend Return 8.60% 25% F 62% D
Total Return 1.46% 15% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 14.42% 92% A 70% C-
Risk Adjusted Return 59.67% 50% F 84% B
Market Capitalization 0.25B 21% 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.