(FDM) First Trust Dow Jones - Performance 5% in 12m
Compare FDM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.52%
#18 in Group
Rel. Strength
49.02%
#4057 in Universe
Total Return 12m
5.01%
#8 in Group
Total Return 5y
99.13%
#19 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: FDM (5%) vs DIA (9.8%)
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: FDM vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FDM
| Total Return (including Dividends) | FDM | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -0.74% | -2.08% | 0.40% |
| 3 Months | -8.47% | -6.67% | -4.90% |
| 12 Months | 5.01% | 9.81% | 13.65% |
| 5 Years | 99.13% | 90.72% | 114.96% |
| Trend Score (consistency of price movement) | FDM | DIA | S&P 500 |
| 1 Month | 86.1% | 49.1% | 74.8% |
| 3 Months | -86.8% | -89.1% | -84.7% |
| 12 Months | 40.1% | 59.3% | 53.5% |
| 5 Years | 68.7% | 86.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #3 | 1.37% | -1.13% |
| 3 Month | #16 | -1.93% | -3.75% |
| 12 Month | #8 | -4.37% | -7.60% |
| 5 Years | #18 | 4.41% | -7.37% |
FAQs
Does FDM First Trust Dow Jones outperforms the market?
No,
over the last 12 months FDM made 5.01%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.81%.
Over the last 3 months FDM made -8.47%, while DIA made -6.67%.
Over the last 3 months FDM made -8.47%, while DIA made -6.67%.
Performance Comparison FDM vs Indeces and Sectors
FDM vs. Indices FDM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.14% | -1.14% | -1.11% | -8.64% |
| US NASDAQ 100 | QQQ | -0.37% | -3.40% | -1.90% | -10.2% |
| US Dow Jones Industrial 30 | DIA | 0.07% | 1.34% | -0.58% | -4.80% |
| German DAX 40 | DAX | -0.64% | -3.77% | -21.3% | -23.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.30% | -0.51% | 2.86% | -0.34% |
| Hongkong Hang Seng | HSI | -0.54% | -0.80% | -1.49% | -5.53% |
| India NIFTY 50 | INDA | 1.06% | -5.30% | -1.01% | 2.52% |
| Brasil Bovespa | EWZ | 2.40% | -4.49% | -3.08% | 12.8% |
FDM vs. Sectors FDM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.17% | -1.33% | -7.39% | -19.1% |
| Consumer Discretionary | XLY | 1.13% | 0.18% | -2.50% | -9.99% |
| Consumer Staples | XLP | 2.18% | -0.75% | -3.80% | -5.61% |
| Energy | XLE | 3.57% | 12.2% | 5.98% | 13.5% |
| Financial | XLF | -0.55% | 0.06% | -9.38% | -19.9% |
| Health Care | XLV | 2.72% | 3.26% | 3.81% | 4.81% |
| Industrial | XLI | -1.25% | -1.89% | -2.36% | -7.01% |
| Materials | XLB | 0.27% | 1.65% | 7.29% | 7.33% |
| Real Estate | XLRE | -0.38% | -0.38% | 0.31% | -13.1% |
| Technology | XLK | -0.83% | -4.12% | 1.85% | -5.68% |
| Utilities | XLU | 1.10% | -1.16% | -5.91% | -16.1% |
| Aerospace & Defense | XAR | -1.32% | -8.42% | -15.6% | -23.9% |
| Biotech | XBI | -0.98% | -4.35% | 14.8% | 10.4% |
| Homebuilder | XHB | -0.81% | 0.86% | 14.6% | 10.4% |
| Retail | XRT | - | 0.45% | 5.41% | 6.06% |