(FDM) First Trust Dow Jones - Performance 2.5% in 12m
Compare FDM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.32%
#18 in Group
Rel. Strength
47.84%
#4183 in Universe
Total Return 12m
2.49%
#9 in Group
Total Return 5y
84.12%
#21 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 (2.5%) vs DIA (6.5%)
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 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
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 | -2.54% | -3.16% | -0.87% |
| 3 Months | -12.19% | -9.94% | -8.60% |
| 12 Months | 2.49% | 6.51% | 9.37% |
| 5 Years | 84.12% | 81.32% | 103.96% |
| Trend Score (consistency of price movement) | FDM | DIA | S&P 500 |
| 1 Month | -6.50% | -40.8% | -17.9% |
| 3 Months | -89.8% | -92.4% | -89.7% |
| 12 Months | 44.2% | 63.2% | 57.2% |
| 5 Years | 68.6% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #3 | 0.65% | -1.69% |
| 3 Month | #16 | -2.50% | -3.92% |
| 12 Month | #10 | -3.77% | -6.29% |
| 5 Years | #17 | 1.55% | -9.72% |
FAQs
Does FDM First Trust Dow Jones outperforms the market?
No,
over the last 12 months FDM made 2.49%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 6.51%.
Over the last 3 months FDM made -12.19%, while DIA made -9.94%.
Over the last 3 months FDM made -12.19%, while DIA made -9.94%.
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 | -2.31% | -1.67% | -1.13% | -6.88% |
| US NASDAQ 100 | QQQ | -4.19% | -3.28% | -1.35% | -7.34% |
| US Dow Jones Industrial 30 | DIA | -0.53% | 0.62% | -1.29% | -4.02% |
| German DAX 40 | DAX | 0.30% | -1.58% | -19.5% | -19.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.53% | 0.31% | 0.78% | -2.40% |
| Hongkong Hang Seng | HSI | 0.30% | -0.09% | -1.91% | -7.49% |
| India NIFTY 50 | INDA | 4.33% | -6.46% | -2.98% | 0.31% |
| Brasil Bovespa | EWZ | -3.10% | -7.36% | -5.44% | 9.87% |
FDM vs. Sectors FDM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.54% | -1.47% | -9.87% | -18.5% |
| Consumer Discretionary | XLY | -4.66% | -2.86% | -4.35% | -8.30% |
| Consumer Staples | XLP | 5.52% | -2.74% | -6.18% | -6.52% |
| Energy | XLE | 0.34% | 7.69% | -0.22% | 13.6% |
| Financial | XLF | -0.64% | -0.43% | -8.53% | -17.5% |
| Health Care | XLV | 0.33% | 1.56% | 0.39% | 2.20% |
| Industrial | XLI | -0.79% | -1.99% | -1.78% | -3.90% |
| Materials | XLB | 0.79% | 0.14% | 6.07% | 9.02% |
| Real Estate | XLRE | 1.93% | -1.02% | 0.48% | -12.0% |
| Technology | XLK | -5.90% | -3.39% | 3.60% | -1.94% |
| Utilities | XLU | 1.25% | -3.45% | -4.33% | -18.4% |
| Aerospace & Defense | XAR | -2.22% | -7.75% | -13.1% | -22.4% |
| Biotech | XBI | -2.88% | 1.05% | 11.7% | 7.20% |
| Homebuilder | XHB | -0.70% | -0.12% | 14.3% | 12.1% |
| Retail | XRT | 0.23% | -2.73% | 3.61% | 7.15% |