ducovest

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

ETF | Large Value |

Last Closing

USD 33.57

Change

+0.13 (+0.38)%

Market Cap

USD 0.23B

Volume

0.02M

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)

Compare
Relative Returns (From:    To: 2024-05-08 )

Largest Industry Peers for Large Value

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

N/A

 USD 115.97B
SCHD Schwab U.S. Dividend Equity ET..

N/A

 USD 55.69B
IWD iShares Russell 1000 Value ETF

N/A

 USD 55.64B
VYM Vanguard High Dividend Yield I..

N/A

 USD 53.53B
IVE iShares S&P 500 Value ETF

N/A

 USD 33.01B
DIA SPDR Dow Jones Industrial Aver..

N/A

 USD 32.64B
DGRO iShares Core Dividend Growth E..

N/A

 USD 27.43B
SPYV SPDR® Portfolio S&P 500 Value..

N/A

 USD 21.17B
SDY SPDR® S&P Dividend ETF

N/A

 USD 20.71B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 15.23B

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 2.98% 10% F 52% F
Dividend Return 0.44% 17% F 25% F
Total Return 3.42% 12% F 49% F
Trailing 12 Months  
Capital Gain 13.76% 25% F 62% D
Dividend Return 2.13% 33% F 31% F
Total Return 15.89% 21% F 59% D-
Trailing 5 Years  
Capital Gain 41.47% 45% F 68% D+
Dividend Return 8.62% 8% B- 31% F
Total Return 50.09% 39% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 7.43% 33% F 65% D
Dividend Return 8.92% 23% F 62% D
Total Return 1.49% 17% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 14.26% 92% A 70% C-
Risk Adjusted Return 62.51% 50% F 85% B
Market Capitalization 0.23B 19% F 35% 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.