EDOW

First Trust Dow 30 Equal Weight ETF
B

79
*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

First Trust Dow 30 Equal Weight ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.51 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. First Trust Dow 30 Equal Weight ETF ranks in the 53th percentile within its peer group and in the 57th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

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 07/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EDOW 3.84% 3.11% 17.84% 13.80% -- -- --
EDOW (NAV) 2.97% 3.10% 17.30% 13.23% -- -- --
Dow Jones Industrial Average Equal Weight Index 3.02% 3.24% 17.69% 13.85% -- -- --
MSCI USA Large Cap Index 2.88% 3.75% 20.76% 9.01% 14.05% 11.15% 14.54%
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%
$74.74M
$1.49M
0.20%

EDOW Portfolio Data

$233.13B
16.92
3.55
1.52%
09/25/19
31

EDOW Index Data

Equal
Committee
MSCI USA Large Cap Index

EDOW Portfolio Management

0.50%
-0.59%
-0.44%
-0.67%

EDOW Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EDOW Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Low
Daily
Cboe 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 07/19/19
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

62,158
$1.49M
9,277
$225.38K
0.20%
$0.05
0.01%
1.58% / -1.84%
None
100.00%
50,000
0.19
0.12%
0.01%
--
$24.98
5

EDOW Sector/Industry Breakdown


EDOW
Segment Benchmark
20.07%
27.67%
14.28%
13.11%
14.00%
15.05%
13.64%
7.85%
13.41%
14.58%
11.93%
9.27%
6.28%
5.36%
3.36%
2.40%
3.01%
1.91%

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
0.91
0.91
0.91
0.22%
MSCI USA Large Cap Index

EDOW MSCI ESG Ratings

BBB
5.51 / 10
57.44
53.10
6.46%
3.03%
62.81

EDOW BENCHMARK COMPARISON HOLDINGS

31
296
30
31.28%

EDOW BENCHMARK COMPARISON SUMMARY


EDOW
Segment Benchmark
31
296
$233.13B
$236.12B
16.92
20.23
3.55
3.33
2.46%
2.04%
Medium
Low

EDOW BENCHMARK COMPARISON MARKET CAP SIZE


EDOW
Segment Benchmark
100.00%
99.46%
0.00%
0.54%
0.00%
0.00%
0.00%
0.00%