Find Comparable ETFs for First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
FDL - PCXiShares Select Dividend ETF
DVY - NGMThis ETF emphasizes high dividend yield stocks within the large-cap space, paralleling FDL’s objective of generating income through dividends.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 87%
R-squared: 76%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 6
- DVY in FDL's comparables: Yes
- FDL in DVY's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 11.69 vs 11.46
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- DVY Beta: 0.87 (Average)
- FDL Beta: 0.86 (Average)
- DVY 200-day Volatility: 12.44%
- FDL 200-day Volatility: 11.84%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- DVY Price vs 200-day MA: 102%
- FDL Price vs 200-day MA: 105%
Performance Comparison:
| Period | DVY | FDL |
|---|---|---|
| Year_1 | 14% | 19% |
| Year_3 | 7% | 11% |
| Year_5 | 9% | 11% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: NGM vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: All Cap Equities vs Large Cap Value Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- DVY Dividend Yield: 4%
- FDL Dividend Yield: 4%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
ProShares S&P 500 Dividend Aristocrats ETF
NOBL - BTSThe S&P 500 Dividend Aristocrats ETF includes companies with a strong track record of dividend payments, aligning closely with FDL's investment philosophy in dividend leaders.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 82%
R-squared: 67%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 6
- FDL in NOBL's comparables: No
- NOBL in FDL's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 11.46 vs 19.03
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDL Beta: 0.86 (Average)
- NOBL Beta: 0.89 (Average)
- FDL 200-day Volatility: 11.84%
- NOBL 200-day Volatility: 10.48%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDL Price vs 200-day MA: 105%
- NOBL Price vs 200-day MA: 101%
Performance Comparison:
| Period | FDL | NOBL |
|---|---|---|
| Year_1 | 19% | 8% |
| Year_3 | 11% | 5% |
| Year_5 | 11% | 10% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs BTS
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Value Equities vs Large Cap Blend Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDL Dividend Yield: 4%
- NOBL Dividend Yield: 2%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR S&P Dividend ETF
SDY - PCXThis ETF tracks the S&P High Yield Dividend Aristocrats, which includes companies that have consistently paid and increased dividends, making it similar to FDL's income-focused approach.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 84%
R-squared: 70%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 7
- FDL in SDY's comparables: No
- SDY in FDL's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 11.46 vs 16.29
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDL Beta: 0.86 (Average)
- SDY Beta: 0.86 (Average)
- FDL 200-day Volatility: 11.84%
- SDY 200-day Volatility: 10.40%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDL Price vs 200-day MA: 105%
- SDY Price vs 200-day MA: 101%
Performance Comparison:
| Period | FDL | SDY |
|---|---|---|
| Year_1 | 19% | 10% |
| Year_3 | 11% | 6% |
| Year_5 | 11% | 9% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Value Equities vs All Cap Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDL Dividend Yield: 4%
- SDY Dividend Yield: 2%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Global X SuperDividend U.S. ETF
DIV - PCXThis ETF targets high dividend yielding stocks, offering a strategy similar to FDL's focus on robust dividend payouts among large-cap equities.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 80%
R-squared: 65%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 1
- DIV in FDL's comparables: Yes
- FDL in DIV's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 10.91 vs 11.46
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- DIV Beta: 1.02 (Average)
- FDL Beta: 0.86 (Average)
- DIV 200-day Volatility: 11.15%
- FDL 200-day Volatility: 11.84%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- DIV Price vs 200-day MA: 102%
- FDL Price vs 200-day MA: 105%
Performance Comparison:
| Period | DIV | FDL |
|---|---|---|
| Year_1 | 12% | 19% |
| Year_3 | 3% | 11% |
| Year_5 | 2% | 11% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Volatility Hedged Equity vs Large Cap Value Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- DIV Dividend Yield: 5%
- FDL Dividend Yield: 4%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG - PCXThis ETF focuses on companies that have a history of increasing dividends and shares characteristics with FDL in seeking dividend growth within large-cap stocks.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 66%
R-squared: 43%
This indicates a moderate positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 5
- FDL in VIG's comparables: No
- VIG in FDL's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 11.46 vs 21.50
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDL Beta: 0.86 (Average)
- VIG Beta: 0.85 (Average)
- FDL 200-day Volatility: 11.84%
- VIG 200-day Volatility: 9.47%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDL Price vs 200-day MA: 105%
- VIG Price vs 200-day MA: 103%
Performance Comparison:
| Period | FDL | VIG |
|---|---|---|
| Year_1 | 19% | 16% |
| Year_3 | 11% | 7% |
| Year_5 | 11% | 12% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Value Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDL Dividend Yield: 4%
- VIG Dividend Yield: 2%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares Global Infrastructure ETF
IGF - NGM
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 48%
R-squared: 23%
This indicates a weak positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 0
- FDL in IGF's comparables: No
- IGF in FDL's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 11.46 vs 21.48
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDL Beta: 0.86 (Average)
- IGF Beta: 0.80 (Low)
- FDL 200-day Volatility: 11.84%
- IGF 200-day Volatility: 11.66%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDL Price vs 200-day MA: 105%
- IGF Price vs 200-day MA: 101%
Performance Comparison:
| Period | FDL | IGF |
|---|---|---|
| Year_1 | 19% | 12% |
| Year_3 | 11% | 6% |
| Year_5 | 11% | 5% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs NGM
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Value Equities vs Utilities Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDL Dividend Yield: 4%
- IGF Dividend Yield: 3%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR S&P 500 ETF Trust
SPY - PCX
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 38%
R-squared: 14%
This indicates a weak positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 0
- FDL in SPY's comparables: No
- SPY in FDL's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 11.46 vs 17.86
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDL Beta: 0.86 (Average)
- SPY Beta: 1.00 (Average)
- FDL 200-day Volatility: 11.84%
- SPY 200-day Volatility: 11.69%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDL Price vs 200-day MA: 105%
- SPY Price vs 200-day MA: 104%
Performance Comparison:
| Period | FDL | SPY |
|---|---|---|
| Year_1 | 19% | 20% |
| Year_3 | 11% | 8% |
| Year_5 | 11% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Value Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDL Dividend Yield: 4%
- SPY Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Loading comparable ETFs ...