FDD - ETF AI Analysis
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First Trust Stoxx European Select Dividend Index Fund (FDD)
Rating:60Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains over the past month and year-to-date, indicating positive recent momentum.
Diversified Across Major European Markets
Holdings spread across the UK, France, the Netherlands, Germany, Italy, and Switzerland help reduce reliance on any single European country.
Meaningful Exposure to Financials and General Industries
A large portion of the fund is invested in financial and broad “general” companies, giving investors access to key parts of the European economy.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentration in a Few Countries
A heavy tilt toward the UK, France, and the Netherlands means performance is strongly tied to conditions in just a few European markets.
Several Top Holdings Are Underperforming
Some of the largest positions, such as Taylor Wimpey, Teleperformance, Signify, and NatWest, have shown weak year-to-date performance, which can drag on the fund.
FDD vs. SPDR S&P 500 ETF (SPY)
AUM879.31M
RegionEurope
Expense Ratio0.56%
Beta0.67
IssuerFirst Trust
Inception DateAug 27, 2007
Dividend Yield3.51%
Asset ClassEquity
Index TrackedSTOXX Europe Select Dividend 30
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume104,962
30 Day Avg. Volume187,603
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
21.11Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FDD Summary
FDD is an exchange-traded fund that follows the STOXX Europe Select Dividend 30 Index, focusing on 30 European companies that pay relatively high dividends. It holds well-known names like Legal & General and NatWest Group, and invests across countries such as the UK, France, and the Netherlands. Someone might consider FDD if they want regular income from dividends and broader exposure to European stocks in one investment. A key risk is that the fund is concentrated in a small number of dividend-focused companies, so its price and income can go up and down with the European stock market and dividend cuts.
How much will it cost me?The expense ratio for the First Trust Stoxx European Select Dividend Index Fund (FDD) is 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average for ETFs because it is a specialized fund that tracks high dividend-yielding stocks in Europe, requiring more active management. Higher costs are typical for funds with a niche focus like this one.
What would affect this ETF?The FDD ETF, which focuses on high dividend-yielding European stocks, could benefit from economic recovery in Europe, leading to stronger corporate earnings and stable dividend payouts, particularly in sectors like financials and consumer cyclical. However, it may face challenges from rising interest rates, which could make dividend-focused investments less attractive, and potential regulatory changes in Europe that could impact key sectors like financials and utilities. Additionally, currency fluctuations between the Euro and other major currencies could influence returns for international investors.
FDD Top 10 Holdings
FDD leans heavily on Europe’s dividend-rich financials and insurers, with names like Legal & General, Aegon, ASR Nederland, and NN Group quietly pulling the fund forward as their shares trend higher and their payouts stay appealing. Teleperformance has been a standout riser, adding some growth spark outside pure finance. On the flip side, Signify’s mixed performance and Taylor Wimpey’s lagging share price act like sandbags on the portfolio. Overall, the ETF is firmly anchored in developed Europe, with a clear tilt toward income-heavy financials rather than flashy growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Teleperformance | 5.71% | $49.23M | €3.77B | -29.40% | 72 Outperform | |
| Legal & General | 5.27% | $45.41M | £14.90B | 9.13% | 61 Neutral | |
| Signify NV | 4.91% | $42.33M | €2.51B | -3.52% | 63 Neutral | |
| ― | 4.74% | $40.81M | ― | ― | ― | |
| Taylor Wimpey | 4.60% | $39.63M | £2.78B | -33.27% | 65 Neutral | |
| Aegon NV | 4.13% | $35.54M | €10.92B | 15.00% | 61 Neutral | |
| Investec | 3.94% | $33.91M | £11.80B | 23.11% | 62 Neutral | |
| B&M European Value Retail SA | 3.54% | $30.53M | £1.72B | -49.98% | 66 Neutral | |
| ASR Nederland N.V | 3.53% | $30.37M | €13.32B | 13.45% | 66 Neutral | |
| NN Group N.V. | 3.52% | $30.29M | €18.05B | 29.28% | 68 Neutral |
FDD Technical Analysis
Positive
―
Price Trends
18.84
Positive
18.47
Positive
17.33
Positive
Market Momentum
0.23
Positive
56.56
Neutral
46.23
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FDD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 19.48, equal to the 50-day MA of 18.84, and equal to the 200-day MA of 17.33, indicating a bullish trend. The MACD of 0.23 indicates Positive momentum. The RSI at 56.56 is Neutral, neither overbought nor oversold. The STOCH value of 46.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FDD.
FDD Peer Comparison
Comparison Results
Performance Comparison
FDD
First Trust Stoxx European Select Dividend Index Fund
19.63
4.82
32.55%
FDV
Federated Hermes U.S. Strategic Dividend ETF
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―
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DIV
Global X SuperDividend US ETF
―
―
―
DTH
WisdomTree International High Dividend Fund
―
―
―
DWX
SPDR S&P International Dividend ETF
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―
―
TPHD
Timothy Plan High Dividend Stock ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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