FUD:CA:TSX-First Trust AlphaDEX U.S. Dividend ETF (CAD-Hedged)

ETF | US Equity | Toronto Stock Exchange

Last Closing Price

CAD 27.39

Change

0.00 (0.00)%

Market Cap

CAD 6.87M

Volume

50.00

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

About

First Trust AlphaDEX? U.S. Dividend Plus ETF (CAD-Hedged) seeks to provide Unitholders with exposure to the performance of a portfolio of higher yielding U.S. dividend paying stocks, as well as providing Unitholders with monthly distributions. First Trust AlphaDEX? U.S. Dividend Plus ETF (CAD-Hedged) will primarily invest in U.S. dividend paying equities. In addition, First Trust AlphaDEX? U.S. Dividend Plus ETF (CAD-Hedged) may, from time to time, write covered call options on a portion of the portfolio in order to produce additional income.

Inception Date: 14/05/2013

Primary Benchmark: Not Benchmarked

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.66 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-01-15 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
XSP:CA iShares Core S&P 500 Index ETF.. 0.11 %

+0.21 (+0.66%)

CAD 4.29B
ZSP:CA BMO S&P 500 Index ETF 0.10 %

+0.19 (+0.50%)

CAD 4.27B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

+0.59 (+0.96%)

CAD 1.54B
ZDY:CA BMO US Dividend ETF 0.33 %

+0.10 (+0.33%)

CAD 1.42B
XUU:CA iShares Core S&P U.S. Total Ma.. 0.07 %

+0.31 (+1.16%)

CAD 1.20B
XUS:CA iShares Core S&P 500 Index ETF 0.10 %

+0.34 (+0.77%)

CAD 1.15B
ZUE:CA BMO S&P 500 Hedged to CAD Inde.. 0.11 %

+0.22 (+0.52%)

CAD 1.10B
VUN:CA Vanguard U.S. Total Market Ind.. 0.16 %

+0.37 (+0.76%)

CAD 1.08B
ZLU:CA BMO Low Volatility US Equity E.. 0.33 %

-0.11 (-0.36%)

CAD 0.74B
ZWH:CA BMO US High Dividend Covered C.. 0.71 %

+0.06 (+0.29%)

CAD 0.69B

ETFs Containing FUD:CA

N/A

Market Performance

  Market Performance vs.
Industry/Classification (US Equity)
Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.70% 20% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.70% 20% F 48% F
Trailing 12 Months  
Capital Gain 11.80% 35% F 66% D
Dividend Return 2.69% 84% B 32% F
Total Return 14.49% 38% F 65% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 4.73% 25% F 60% D-
Dividend Return 5.22% 22% F 52% F
Total Return 0.49% 24% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 10.94% 10% F 63% D
Risk Adjusted Return 47.75% 5% F 53% F
Market Capitalization 7.16M 16% F 8% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.