EDOW
First Trust Dow 30 Equal Weight ETF
The First Trust Dow 30 Equal Weight ETF tracks an equal-weighted index of companies included in the Dow Jones Industrial Average.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
231.5 M
ASSETS UNDER MGMT
50 bp
EXPENSES
Fund Basics
| Fund sponsor | First Trust |
| Category | US |
| Asset class | Equity |
| Website | link... |
| Inception date | Aug 09, 2017 |
| Assets (mns) | $232 |
| Expense ratio | 50 bp |
| Currency | USD |
Sector Breakdown
Fund Structure
| Regulation | Open-Ended Fund |
| Distributions | Quarterly |
| Taxation | 1099 |
| Stock selection | Committee |
| Weighting | Equal |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| CATERPILLAR INC | 4.3 % |
| MERCK & CO. INC. | 4.0 % |
| AMGEN INC | 3.9 % |
| APPLE INC | 3.9 % |
| INTL BUSINESS MACHINES CORP | 3.8 % |
| JOHNSON & JOHNSON | 3.7 % |
| AMERICAN EXPRESS CO | 3.6 % |
| CISCO SYSTEMS INC | 3.6 % |
| 3M CO | 3.6 % |
| WAL-MART STORES INC | 3.5 % |
Constituent Breakdown
| Number of holdings | 31 |
| Herfindahl-Hirschman Index | 337 |
| Wgt avg mkt cap (mns) | $752,180 |
| Large cap (>$10bn) | 99.8% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.8% |
| Emerging mkts. | 0.0% |
Country Exposure
| UNITED STATES | 99.8 % |
Historical Performance
Standardized Performance (as of 11/30/2025)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 13.7% | 8.5% | 15.1% | 11.1% | 9.4% | -- | -- | 9.2% |
| Dividend Yield | 0.4% | 0.4% | 1.0% | 1.4% | 1.6% | -- | -- | 1.8% |
| Total Returns | 14.1% | 8.8% | 16.2% | 12.5% | 11.0% | -- | -- | 11.0% | Ann. Volatility | 16.4% | 16.0% | 13.6% | 13.2% | 14.3% | -- | -- | 18.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.75 | 83% |
| MSCI EAFE | 0.75 | 61% |
| MSCI Emg Mkts | 0.60 | 44% |
Liquidity Measures
| Avg. volume (000) | 13 |
| ADV traded (mns) | $1 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.27% |
Technical Indicators
| 30d moving avg. (EMA) | $40.45 |
| Relative strength (RSI) | 58 |
| MACD/Signal | 0.13/0.09 |
| Bollinger Bands (Upper/Lower) | $41.43/$39.70 |
| Short interest (% of AUM) | 0.2% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. EDOW |
Expenses vs. EDOW |
ALTAR Score™ vs. EDOW |
|---|---|---|---|---|
| DIA | SPDR Dow Jones Industrial Average ETF | 77.2% | -34 bp | +5.4% |
| DJD | Invesco Dow Jones Industrial Average Dividend ETF | 71.5% | -43 bp | +7.6% |
| BBLU | EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF | 50.8% | -35 bp | +4.9% |
| USMC | Principal U.S. Mega-Cap ETF | 37.4% | -38 bp | +4.5% |
| OUSA | ALPS O'Shares U.S. Quality Dividend ETF | 35.0% | -2 bp | +6.2% |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | 34.9% | -22 bp | +6.0% |
| DGRO | iShares Core Dividend Growth ETF | 34.0% | -42 bp | +6.5% |
| ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 34.0% | -18 bp | +5.0% |
| RFFC | ALPS Active Equity Opportunity ETF | 34.0% | -2 bp | +4.4% |
| DYNF | BlackRock U.S. Equity Factor Rotation ETF | 33.4% | -20 bp | +4.4% |
Risk and Returns: EDOW vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Book value per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2024 | 2025 | 2026 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 12/5/2025
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.
ALTAR Score™
EDOW
5.4%
Cat. Avg
5.6%
ALTAR Score™ Calculation
Category Overview
There are 1021 funds in the US Equity category, with an average ALTAR Score™
of 5.6% and a standard deviation of
2.3%. EDOW's ALTAR Score™ is approximately
0.1 standard deviations
below
the category average. This places EDOW in the 46th percentile among funds in the category.
Sell Side Consensus Rating
Sell-side recommendations on the ETF's individual constituents
EDOWSELL
U/W
HOLD
O/W
BUY