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First Trust Dow 30 Equal Weight ETF (EDOW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US33733A2015

CUSIP

33733A201

Issuer

First Trust

Inception Date

Aug 8, 2017

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Dow Jones Industrail Average Equal Weight TR

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

EDOW features an expense ratio of 0.50%, falling within the medium range.


Expense ratio chart for EDOW: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
EDOW vs. DIA EDOW vs. DGT EDOW vs. DJD EDOW vs. RSP EDOW vs. VOO EDOW vs. QQQE EDOW vs. SCHD EDOW vs. QQQ EDOW vs. IGV EDOW vs. XLV
Popular comparisons:
EDOW vs. DIA EDOW vs. DGT EDOW vs. DJD EDOW vs. RSP EDOW vs. VOO EDOW vs. QQQE EDOW vs. SCHD EDOW vs. QQQ EDOW vs. IGV EDOW vs. XLV

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in First Trust Dow 30 Equal Weight ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
8.63%
9.66%
EDOW (First Trust Dow 30 Equal Weight ETF)
Benchmark (^GSPC)

Returns By Period

First Trust Dow 30 Equal Weight ETF had a return of 14.17% year-to-date (YTD) and 15.02% in the last 12 months.


EDOW

YTD

14.17%

1M

-1.75%

6M

8.62%

1Y

15.02%

5Y*

9.12%

10Y*

N/A

^GSPC (Benchmark)

YTD

25.25%

1M

0.08%

6M

9.66%

1Y

25.65%

5Y*

13.17%

10Y*

11.11%

Monthly Returns

The table below presents the monthly returns of EDOW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.92%2.56%2.50%-4.80%2.43%0.13%3.76%1.64%2.34%-1.91%7.73%14.17%
20234.03%-3.57%2.74%1.81%-3.74%4.47%2.83%-1.72%-4.16%-1.13%8.37%5.45%15.46%
2022-1.86%-2.43%2.49%-5.16%0.58%-7.74%5.87%-3.91%-9.77%13.75%6.45%-3.58%-7.45%
2021-1.55%4.29%6.53%1.55%2.16%0.15%1.01%1.33%-4.03%4.37%-3.80%6.02%18.82%
2020-1.61%-10.70%-10.95%11.12%4.23%-0.01%1.18%6.22%-1.89%-5.05%13.44%3.65%6.64%
20196.47%3.82%0.94%2.73%-6.12%7.30%0.95%-2.40%2.65%0.82%3.67%2.16%24.69%
20184.29%-3.90%-3.21%1.54%0.87%0.05%3.77%2.87%1.94%-3.91%3.20%-8.68%-2.04%
2017-0.80%2.68%3.46%2.58%3.52%11.90%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EDOW is 66, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EDOW is 6666
Overall Rank
The Sharpe Ratio Rank of EDOW is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of EDOW is 6565
Sortino Ratio Rank
The Omega Ratio Rank of EDOW is 6565
Omega Ratio Rank
The Calmar Ratio Rank of EDOW is 7272
Calmar Ratio Rank
The Martin Ratio Rank of EDOW is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for First Trust Dow 30 Equal Weight ETF (EDOW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for EDOW, currently valued at 1.41, compared to the broader market0.002.004.001.412.07
The chart of Sortino ratio for EDOW, currently valued at 2.03, compared to the broader market-2.000.002.004.006.008.0010.002.032.76
The chart of Omega ratio for EDOW, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.001.261.39
The chart of Calmar ratio for EDOW, currently valued at 2.29, compared to the broader market0.005.0010.0015.002.293.05
The chart of Martin ratio for EDOW, currently valued at 7.28, compared to the broader market0.0020.0040.0060.0080.00100.007.2813.27
EDOW
^GSPC

The current First Trust Dow 30 Equal Weight ETF Sharpe ratio is 1.41. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of First Trust Dow 30 Equal Weight ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.41
2.07
EDOW (First Trust Dow 30 Equal Weight ETF)
Benchmark (^GSPC)

Dividends

Dividend History

First Trust Dow 30 Equal Weight ETF provided a 1.64% dividend yield over the last twelve months, with an annual payout of $0.60 per share. The fund has been increasing its distributions for 2 consecutive years.


0.80%1.00%1.20%1.40%1.60%1.80%2.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.602017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.60$0.63$0.55$0.48$0.50$0.49$0.39$0.17

Dividend yield

1.64%1.93%1.91%1.52%1.84%1.89%1.82%0.75%

Monthly Dividends

The table displays the monthly dividend distributions for First Trust Dow 30 Equal Weight ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.15$0.60
2023$0.00$0.00$0.15$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.20$0.63
2022$0.00$0.00$0.15$0.00$0.00$0.12$0.00$0.00$0.14$0.00$0.00$0.14$0.55
2021$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.11$0.00$0.00$0.14$0.48
2020$0.00$0.00$0.14$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.08$0.50
2019$0.00$0.00$0.12$0.00$0.00$0.04$0.00$0.00$0.20$0.00$0.00$0.14$0.49
2018$0.00$0.00$0.07$0.00$0.00$0.10$0.00$0.00$0.14$0.00$0.00$0.09$0.39
2017$0.05$0.00$0.00$0.12$0.17

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.38%
-1.91%
EDOW (First Trust Dow 30 Equal Weight ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the First Trust Dow 30 Equal Weight ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Trust Dow 30 Equal Weight ETF was 33.72%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current First Trust Dow 30 Equal Weight ETF drawdown is 3.38%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.72%Feb 13, 202027Mar 23, 2020166Nov 16, 2020193
-21.98%Jan 5, 2022186Sep 30, 2022294Dec 1, 2023480
-15.49%Oct 3, 201856Dec 24, 201856Mar 18, 2019112
-10.74%Jan 30, 201839Apr 2, 201886Aug 27, 2018125
-7.51%Jul 16, 201929Aug 23, 201949Nov 1, 201978

Volatility

Volatility Chart

The current First Trust Dow 30 Equal Weight ETF volatility is 3.19%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.19%
3.82%
EDOW (First Trust Dow 30 Equal Weight ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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