EDOW vs. USMC ETF Comparison
Comparison of First Trust Dow 30 Equal Weight ETF (EDOW) to Principal U.S. Mega-Cap ETF (USMC)
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
$35.85
Average Daily Volume
30,127
30
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.Grade (RS Rating)
Last Trade
$57.09
Average Daily Volume
44,550
25
Performance
| Period | EDOW | USMC |
|---|---|---|
| 30 Days | 2.96% | 3.99% |
| 60 Days | 9.50% | 11.94% |
| 90 Days | 6.22% | 3.47% |
| 12 Months | 25.97% | 34.84% |
11 Overlapping Holdings
| Symbol | Grade | Weight in EDOW | Weight in USMC | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.3% | 6.83% | 3.3% | |
| AMZN | C | 3.3% | 3.58% | 3.3% | |
| HD | A | 3.36% | 3.27% | 3.27% | |
| JNJ | D | 3.14% | 3.03% | 3.03% | |
| JPM | C | 3.31% | 4.46% | 3.31% | |
| MRK | F | 3.15% | 2.48% | 2.48% | |
| MSFT | D | 3.23% | 6.68% | 3.23% | |
| PG | D | 3.21% | 4.56% | 3.21% | |
| UNH | B | 3.12% | 4.27% | 3.12% | |
| V | B | 3.05% | 4.5% | 3.05% | |
| WMT | A | 3.2% | 3.15% | 3.15% |
EDOW: Top Represented Industries & Keywords
USMC: Top Represented Industries & Keywords
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