FDM
Price
$73.95
Change
+$0.66 (+0.90%)
Updated
Aug 13, 04:17 PM (EDT)
Net Assets
189.84M
SVAL
Price
$33.03
Change
+$0.54 (+1.66%)
Updated
Aug 13, 04:23 PM (EDT)
Net Assets
136.87M
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FDM vs SVAL

Header iconFDM vs SVAL Comparison
Open Charts FDM vs SVALBanner chart's image
First Trust Dow Jones Sel MicroCap ETF
Price$73.95
Change+$0.66 (+0.90%)
Volume$225
Net Assets189.84M
iShares US Small Cap Value Factor ETF
Price$33.03
Change+$0.54 (+1.66%)
Volume$190
Net Assets136.87M
FDM vs SVAL Comparison Chart in %
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FDM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
FDM vs. SVAL commentary
Aug 13, 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 Buy and SVAL is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
FDM has more net assets: 190M vs. SVAL (137M). FDM has a higher annual dividend yield than SVAL: FDM (8.342) vs SVAL (0.643). 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 (55.00) vs SVAL (55.00).
FDMSVALFDM / SVAL
Gain YTD8.3420.6431,298%
Net Assets190M137M139%
Total Expense Ratio0.600.20300%
Turnover71.0055.00129%
Yield1.401.30108%
Fund Existence20 years5 years-
TECHNICAL ANALYSIS
Technical Analysis
FDMSVAL
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
86%
Momentum
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
80%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
81%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
82%
Declines
ODDS (%)
Bearish Trend 13 days ago
78%
Bearish Trend 13 days ago
80%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
83%
Bearish Trend 2 days ago
83%
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FDM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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 80% 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%
+2.50%
SHBI - FDM
80%
Closely correlated
+3.99%
SMBC - FDM
79%
Closely correlated
+4.79%
BFST - FDM
78%
Closely correlated
+3.74%
THFF - FDM
78%
Closely correlated
+4.59%
HTBK - FDM
77%
Closely correlated
+5.31%
More

SVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, SVAL has been closely correlated with HWC. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if SVAL jumps, then HWC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVAL
1D Price
Change %
SVAL100%
+3.40%
HWC - SVAL
92%
Closely correlated
+3.50%
ASB - SVAL
91%
Closely correlated
+3.47%
UBSI - SVAL
91%
Closely correlated
+3.34%
FBK - SVAL
91%
Closely correlated
+4.04%
FULT - SVAL
91%
Closely correlated
+3.70%
More