First Trust Dow 30 Equal Weight ETF (EDOW)
EDOW is a passive ETF by First Trust tracking the investment results of the Dow Jones Industrail Average Equal Weight TR. EDOW launched on Aug 8, 2017 and has a 0.50% expense ratio.
ETF Info
| ISIN | US33733A2015 |
|---|---|
| CUSIP | 33733A201 |
| Issuer | First Trust |
| Inception Date | Aug 8, 2017 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Dow Jones Industrail Average Equal Weight TR |
| Home Page | www.ftportfolios.com |
| 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.
Share Price Chart
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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. QQQ, EDOW vs. XLV, EDOW vs. SCHD, EDOW vs. IGV
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.
Returns By Period
First Trust Dow 30 Equal Weight ETF had a return of 14.88% year-to-date (YTD) and 27.09% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.88% | 25.82% |
| 1 month | 2.16% | 3.20% |
| 6 months | 9.97% | 14.94% |
| 1 year | 27.09% | 35.92% |
| 5 years (annualized) | 9.95% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.92% | 2.56% | 2.49% | -4.80% | 2.43% | 0.13% | 3.76% | 1.64% | 2.34% | -1.91% | 14.88% | ||
| 2023 | 4.03% | -3.57% | 2.74% | 1.81% | -3.74% | 4.46% | 2.83% | -1.72% | -4.16% | -1.13% | 8.37% | 5.45% | 15.47% |
| 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% | -4.02% | 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% |
| 2019 | 6.47% | 3.82% | 0.94% | 2.73% | -6.12% | 7.30% | 0.95% | -2.40% | 2.65% | 0.82% | 3.67% | 2.16% | 24.69% |
| 2018 | 4.29% | -3.90% | -3.21% | 1.54% | 0.87% | 0.06% | 3.77% | 2.87% | 1.94% | -3.91% | 3.20% | -8.68% | -2.04% |
| 2017 | -0.80% | 2.67% | 3.46% | 2.58% | 3.53% | 11.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EDOW is 77, placing it in the top 23% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
First Trust Dow 30 Equal Weight ETF provided a 1.77% dividend yield over the last twelve months, with an annual payout of $0.66 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.66 | $0.63 | $0.55 | $0.48 | $0.50 | $0.49 | $0.39 | $0.17 |
Dividend yield | 1.77% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.46 | |
| 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.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.72% | Feb 13, 2020 | 27 | Mar 23, 2020 | 166 | Nov 16, 2020 | 193 |
| -21.98% | Jan 5, 2022 | 186 | Sep 30, 2022 | 294 | Dec 1, 2023 | 480 |
| -15.49% | Oct 3, 2018 | 56 | Dec 24, 2018 | 56 | Mar 18, 2019 | 112 |
| -10.74% | Jan 30, 2018 | 39 | Apr 2, 2018 | 86 | Aug 27, 2018 | 125 |
| -7.51% | Jul 16, 2019 | 29 | Aug 23, 2019 | 49 | Nov 1, 2019 | 78 |
Volatility
Volatility Chart
The current First Trust Dow 30 Equal Weight ETF volatility is 3.77%, 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.