EDOW

First Trust Dow 30 Equal Weight ETF
N/A

82
*Unless otherwise stated, data provided by FactSet.

EDOW Fund Description

EDOW tracks an equal-weighted index of companies included in the Dow Jones Industrial Average.

EDOW Factset Analytics Insight

The DJIA is a price-weighted index of 30 well known, large-cap US stocks. In contrast, EDOW gives equal weight to the same 30 constituents, allowing each stock to contribute equally to the performance return. Equal weighting reduces concentration and individual stock risk. The underlying index is rebalanced on a quarterly basis, which provides a mechanism to systematically sell off positions that have appreciated and buy those that are lower. This is an interesting twist on a widely recognized index, but it seems overpriced for its tiny basket of liquid, US-listed mega-caps.

EDOW MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of December 13, 2018 the First Trust Dow 30 Equal Weight ETF MSCI ESG Fund Quality Score is 6.02 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. EDOW ranks in the 94th percentile within its peer group and in the 67th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

EDOW CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 12/13/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EDOW -1.61% -2.84% 3.82% 4.85% -- -- --
EDOW (NAV) -1.44% -2.92% 4.50% 5.14% -- -- --
MSCI USA Large Cap Index -2.12% -7.90% 1.81% 2.19% 12.15% 10.85% 13.94%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EDOW Top 10 Countries

EDOW Top 10 Sectors

EDOW Top 10 Holdings [View All]

EDOW Summary Data

First Trust
08/08/17
Open-Ended Fund
0.50%
$39.57M
$1.95M
0.24%

EDOW Portfolio Data

$241.26B
21.36
3.60
1.84%
12/18/18
30

EDOW Index Data

Equal
Committee
MSCI USA Large Cap Index

EDOW Portfolio Management

0.50%
--
--
--

EDOW Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EDOW Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Medium
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

EDOW Factset Analytics Block Liquidity

As of 12/14/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of EDOW. EDOW is rated a 5 out of 5.

EDOW Tradability

83,175
$1.95M
6,381
$146.74K
0.24%
$0.06
0.07%
1.58% / -2.25%
None
100.00%
50,000
0.13
0.13%
0.00%
--
$22.68
5

EDOW Sector/Industry Breakdown


EDOW
Segment Benchmark
19.37%
27.06%
14.68%
8.37%
13.81%
14.54%
13.39%
12.70%
13.16%
15.08%
12.66%
8.70%
6.54%
5.91%
3.50%
2.31%

EDOW Countries


EDOW
Segment Benchmark
100.00%
100.00%

EDOW Regions


EDOW
Segment Benchmark
100.00%
100.00%

EDOW Economic Development


EDOW
Segment Benchmark
100.00%
100.00%

EDOW Performance Statistics

0.94
0.94
0.93
0.96
0.22%
MSCI USA Large Cap Index

EDOW MSCI ESG Ratings

6.02 / 10
93.62
67.46
9.84%
3.00%
89.02

EDOW BENCHMARK COMPARISON HOLDINGS

30
298
30
30.98%

EDOW BENCHMARK COMPARISON SUMMARY


EDOW
Segment Benchmark
30
298
$241.26B
$250.93B
21.36
21.87
3.60
3.41
2.40%
1.93%
Medium
Low

EDOW BENCHMARK COMPARISON MARKET CAP SIZE


EDOW
Segment Benchmark
100.00%
99.74%
0.00%
0.26%
0.00%
0.00%
0.00%
0.00%