(FSGS) First Trust SMID - Performance 5.4% in 12m
Compare FSGS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.31%
#26 in Group
Rel. Strength
49.62%
#4009 in Universe
Total Return 12m
5.40%
#8 in Group
Total Return 5y
93.00%
#25 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: FSGS (5.4%) vs QQQ (15.2%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-2.03% | 8.14% | 89.2% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.61% | 6.13% | 114% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.1% | 4.62% | 132% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.72% | 5.96% | 113% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.64% | 5.95% | 113% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-3.78% | -3.31% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-1.85% | 2.07% | 137% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-3.96% | -0.37% | 167% | - | - | - | - | - |
Performance Comparison: FSGS vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for FSGS
| Total Return (including Dividends) | FSGS | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 1.47% | 2.66% | 0.40% |
| 3 Months | -6.14% | -5.51% | -4.90% |
| 12 Months | 5.40% | 15.21% | 13.65% |
| 5 Years | 93.00% | 134.38% | 114.96% |
| Trend Score (consistency of price movement) | FSGS | QQQ | S&P 500 |
| 1 Month | 84.4% | 76.4% | 74.8% |
| 3 Months | -76.5% | -81.2% | -84.7% |
| 12 Months | 17.7% | 41.4% | 53.5% |
| 5 Years | 63.4% | 76.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #4 | -1.16% | 1.07% |
| 3 Month | #10 | -0.66% | -1.30% |
| 12 Month | #19 | -8.51% | -7.26% |
| 5 Years | #40 | -17.7% | -10.2% |
FAQs
Does FSGS First Trust SMID outperforms the market?
No,
over the last 12 months FSGS made 5.40%, while its related Sector, the Invesco QQQ Trust (QQQ) made 15.21%.
Over the last 3 months FSGS made -6.14%, while QQQ made -5.51%.
Over the last 3 months FSGS made -6.14%, while QQQ made -5.51%.
Performance Comparison FSGS vs Indeces and Sectors
FSGS vs. Indices FSGS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.59% | 1.07% | -3.39% | -8.25% |
| US NASDAQ 100 | QQQ | 0.08% | -1.19% | -4.18% | -9.81% |
| US Dow Jones Industrial 30 | DIA | 0.52% | 3.55% | -2.86% | -4.41% |
| German DAX 40 | DAX | -0.19% | -1.56% | -23.6% | -22.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.75% | 1.70% | 0.58% | 0.05% |
| Hongkong Hang Seng | HSI | -0.09% | 1.41% | -3.77% | -5.14% |
| India NIFTY 50 | INDA | 1.51% | -3.09% | -3.29% | 2.91% |
| Brasil Bovespa | EWZ | 2.85% | -2.28% | -5.36% | 13.2% |
FSGS vs. Sectors FSGS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.28% | 0.88% | -9.67% | -18.7% |
| Consumer Discretionary | XLY | 1.58% | 2.39% | -4.78% | -9.60% |
| Consumer Staples | XLP | 2.63% | 1.46% | -6.08% | -5.22% |
| Energy | XLE | 4.02% | 14.4% | 3.70% | 13.9% |
| Financial | XLF | -0.10% | 2.27% | -11.7% | -19.5% |
| Health Care | XLV | 3.17% | 5.47% | 1.53% | 5.20% |
| Industrial | XLI | -0.80% | 0.32% | -4.64% | -6.62% |
| Materials | XLB | 0.72% | 3.86% | 5.01% | 7.72% |
| Real Estate | XLRE | 0.07% | 1.83% | -1.97% | -12.7% |
| Technology | XLK | -0.38% | -1.91% | -0.43% | -5.29% |
| Utilities | XLU | 1.55% | 1.05% | -8.19% | -15.7% |
| Aerospace & Defense | XAR | -0.87% | -6.21% | -17.9% | -23.5% |
| Biotech | XBI | -0.53% | -2.14% | 12.6% | 10.7% |
| Homebuilder | XHB | -0.36% | 3.07% | 12.4% | 10.8% |
| Retail | XRT | 0.45% | 2.66% | 3.13% | 6.45% |