FDM
Price
$74.79
Change
+$0.06 (+0.08%)
Updated
Oct 8, 11:58 AM (EDT)
Net Assets
204.48M
SVAL
Price
$33.44
Change
+$0.21 (+0.63%)
Updated
Oct 8, 03:21 PM (EDT)
Net Assets
143.21M
Interact to see
Advertisement

FDM vs SVAL

Header iconFDM vs SVAL Comparison
Open Charts FDM vs SVALBanner chart's image
First Trust Dow Jones Sel MicroCap ETF
Price$74.79
Change+$0.06 (+0.08%)
Volume$200
Net Assets204.48M
iShares US Small Cap Value Factor ETF
Price$33.44
Change+$0.21 (+0.63%)
Volume$500
Net Assets143.21M
FDM vs SVAL Comparison Chart in %
FDM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
FDM vs. SVAL commentary
Oct 08, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FDM is a Hold and SVAL is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
FDM has more net assets: 204M vs. SVAL (143M). FDM has a higher annual dividend yield than SVAL: FDM (10.843) vs SVAL (3.539). FDM was incepted earlier than SVAL: FDM (20 years) vs SVAL (5 years). SVAL (0.20) has a lower expense ratio than FDM (0.60). FDM has a higher turnover SVAL (8.00) vs SVAL (8.00).
FDMSVALFDM / SVAL
Gain YTD10.8433.539306%
Net Assets204M143M143%
Total Expense Ratio0.600.20300%
Turnover71.008.00888%
Yield1.391.12124%
Fund Existence20 years5 years-
TECHNICAL ANALYSIS
Technical Analysis
FDMSVAL
RSI
ODDS (%)
Bearish Trend 2 days ago
85%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
89%
Momentum
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
82%
MACD
ODDS (%)
Bearish Trend 2 days ago
84%
Bearish Trend 2 days ago
80%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
81%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
82%
Bearish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 8 days ago
82%
Declines
ODDS (%)
Bearish Trend 7 days ago
78%
Bearish Trend 2 days ago
80%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
75%
Bearish Trend 2 days ago
78%
Aroon
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
79%
View a ticker or compare two or three
Interact to see
Advertisement
FDM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JVAAX39.60N/A
N/A
JPMorgan Value Advantage A
GMSRX12.74N/A
N/A
Nationwide Small Cap Index R
ACWIX19.63N/A
N/A
AMG GW&K Small/Mid Cap Growth I
LADTX34.06N/A
N/A
Lord Abbett Developing Growth R5
WPCSX50.11N/A
N/A
AB Concentrated Growth C

FDM and

Correlation & Price change

A.I.dvisor indicates that over the last year, FDM has been closely correlated with SHBI. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if FDM jumps, then SHBI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDM
1D Price
Change %
FDM100%
-1.15%
SHBI - FDM
81%
Closely correlated
-0.91%
OSBC - FDM
80%
Closely correlated
-1.60%
BFST - FDM
80%
Closely correlated
-0.13%
SMBC - FDM
79%
Closely correlated
-1.82%
HTBK - FDM
79%
Closely correlated
-1.20%
More