EDOW vs. MTUM ETF Comparison
Comparison of First Trust Dow 30 Equal Weight ETF (EDOW) to iShares MSCI USA Momentum Factor ETF (MTUM)
EDOW
First Trust Dow 30 Equal Weight ETF
EDOW Description
The investment seeks investment results that correspond generally to the price and yield of an equity index called the Dow Jones Industrial Average Equal Weight Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index is the equal weight version of the Dow Jones Industrial Average (the DJIA). The DJIA is composed of 30 securities issued by blue-chip U.S. companies covering all industries, with the exception of transportation and utilities.
Grade (RS Rating)
Last Trade
$37.04
Average Daily Volume
20,107
Number of Holdings
*
30
* may have additional holdings in another (foreign) market
MTUM
iShares MSCI USA Momentum Factor ETF
MTUM Description
The investment seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Momentum Index (the "underlying index") consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.Grade (RS Rating)
Last Trade
$213.81
Average Daily Volume
835,352
Number of Holdings
*
124
* may have additional holdings in another (foreign) market
Performance
| Period | EDOW | MTUM |
|---|---|---|
| 30 Days | 2.10% | 2.76% |
| 60 Days | 3.55% | 6.30% |
| 90 Days | 6.09% | 8.29% |
| 12 Months | 21.83% | 42.28% |
EDOW Overweight 23 Positions Relative to MTUM
EDOW Underweight 117 Positions Relative to MTUM
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | -4.72% | |
| LLY | F | -3.82% | |
| COST | A | -3.63% | |
| GE | D | -2.96% | |
| PM | B | -2.93% | |
| NEE | C | -2.24% | |
| RTX | D | -2.19% | |
| PGR | A | -1.88% | |
| TXN | C | -1.86% | |
| ISRG | A | -1.54% | |
| LMT | D | -1.37% | |
| KKR | A | -1.3% | |
| BSX | A | -1.25% | |
| MO | A | -1.19% | |
| ANET | C | -1.17% | |
| SO | C | -1.15% | |
| TT | A | -1.13% | |
| CEG | C | -1.12% | |
| TJX | A | -1.09% | |
| C | A | -1.08% | |
| PLTR | B | -1.02% | |
| MSI | B | -1.0% | |
| APH | A | -0.97% | |
| VRTX | D | -0.95% | |
| CTAS | B | -0.91% | |
| FI | A | -0.9% | |
| CB | C | -0.9% | |
| MSTR | B | -0.89% | |
| DUK | C | -0.88% | |
| WELL | A | -0.84% | |
| VST | A | -0.82% | |
| KLAC | F | -0.8% | |
| NEM | D | -0.79% | |
| CL | D | -0.79% | |
| AFL | B | -0.78% | |
| APP | B | -0.74% | |
| HWM | A | -0.73% | |
| ICE | C | -0.72% | |
| TDG | D | -0.7% | |
| MCO | B | -0.7% | |
| VRT | B | -0.63% | |
| WMB | A | -0.63% | |
| TRGP | A | -0.61% | |
| FICO | B | -0.6% | |
| AJG | A | -0.59% | |
| PEG | A | -0.5% | |
| DELL | B | -0.49% | |
| BK | A | -0.48% | |
| IRM | C | -0.48% | |
| HIG | B | -0.46% | |
| PWR | A | -0.43% | |
| GRMN | B | -0.42% | |
| ALL | A | -0.41% | |
| AEP | C | -0.4% | |
| EME | A | -0.38% | |
| DFS | B | -0.38% | |
| DHI | F | -0.37% | |
| RSG | A | -0.36% | |
| ACGL | C | -0.35% | |
| CBRE | B | -0.34% | |
| GDDY | A | -0.34% | |
| TPL | A | -0.33% | |
| WAB | B | -0.33% | |
| AXON | A | -0.32% | |
| VTR | B | -0.31% | |
| NTAP | C | -0.31% | |
| VLTO | C | -0.31% | |
| PHM | D | -0.31% | |
| ALNY | D | -0.3% | |
| KDP | F | -0.3% | |
| AVB | B | -0.29% | |
| RMD | C | -0.29% | |
| K | A | -0.29% | |
| NDAQ | A | -0.28% | |
| LEN | D | -0.28% | |
| NRG | B | -0.27% | |
| BRO | B | -0.27% | |
| EIX | B | -0.26% | |
| EBAY | D | -0.25% | |
| FITB | B | -0.25% | |
| LDOS | C | -0.24% | |
| MPWR | F | -0.24% | |
| LII | A | -0.24% | |
| TYL | B | -0.23% | |
| CSL | C | -0.23% | |
| NVR | D | -0.23% | |
| SW | A | -0.22% | |
| SYF | B | -0.22% | |
| DOV | A | -0.22% | |
| EQR | C | -0.17% | |
| PKG | A | -0.16% | |
| IFF | D | -0.16% | |
| HEI | A | -0.16% | |
| ESS | B | -0.15% | |
| IP | A | -0.15% | |
| HOOD | B | -0.15% | |
| UTHR | C | -0.15% | |
| ERIE | D | -0.13% | |
| HEI | A | -0.12% | |
| MAA | B | -0.12% | |
| UHS | D | -0.11% | |
| CFG | B | -0.11% | |
| DKS | D | -0.1% | |
| DGX | A | -0.09% | |
| NI | A | -0.09% | |
| FNF | B | -0.08% | |
| AMCR | C | -0.08% | |
| DOC | C | -0.08% | |
| FOXA | A | -0.07% | |
| CPT | B | -0.07% | |
| FOX | A | -0.07% | |
| DVA | C | -0.07% | |
| CHRW | B | -0.06% | |
| ALLY | C | -0.06% | |
| UDR | B | -0.05% | |
| LNT | A | -0.05% | |
| EQH | C | -0.03% |
EDOW: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Credit Services
Diversified Industrials
Aerospace & Defense
Banks - Global
Beverages - Soft Drinks
Capital Markets
Communication Equipment
Consumer Electronics
Discount Stores
Farm & Construction Equipment
Footwear & Accessories
Health Care Plans
Home Improvement Stores
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Media - Diversified
Oil & Gas Integrated
Restaurants
MTUM: Top Represented Industries & Keywords
Industries:
REIT - Residential
Utilities - Regulated Electric
Aerospace & Defense
Packaging & Containers
Residential Construction
Semiconductors
Biotechnology
Business Services
Credit Services
Diversified Industrials
Insurance - Diversified
Insurance - Property & Casualty
Insurance Brokers
REIT - Healthcare Facilities
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Asset Management
Banks - Global
Banks - Regional - US
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