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

ETF | Large Value |

Last Closing

USD 32.87

Change

+0.17 (+0.52)%

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: 2024-04-19 )

Largest Industry Peers for Large Value

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

+0.83 (+0.53%)

USD 111.32B
VYM Vanguard High Dividend Yield I..

+0.48 (+0.41%)

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

+0.38 (+0.49%)

USD 53.63B
IWD iShares Russell 1000 Value ETF

+0.87 (+0.51%)

USD 52.96B
DIA SPDR Dow Jones Industrial Aver..

+3.34 (+0.88%)

USD 33.55B
IVE iShares S&P 500 Value ETF

+1.00 (+0.56%)

USD 31.96B
DGRO iShares Core Dividend Growth E..

+0.25 (+0.45%)

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

+0.26 (+0.54%)

USD 21.41B
SDY SPDR® S&P Dividend ETF

+0.70 (+0.55%)

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

+0.51 (+0.80%)

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 0.83% 18% F 56% F
Dividend Return 0.44% 17% F 26% F
Total Return 1.27% 12% F 52% F
Trailing 12 Months  
Capital Gain 10.01% 38% F 64% D
Dividend Return 2.11% 33% F 31% F
Total Return 12.11% 35% F 61% D-
Trailing 5 Years  
Capital Gain 35.41% 40% F 69% C-
Dividend Return 8.43% 8% B- 30% F
Total Return 43.84% 34% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.24% 35% F 65% D
Dividend Return 8.70% 23% F 62% D
Total Return 1.47% 17% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 14.36% 92% A 70% C-
Risk Adjusted Return 60.61% 50% F 85% 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.