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Upturn AI SWOT - About
First Trust International Developed Cap Strength ETF (FICS)
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Upturn Advisory Summary
04/01/2025: FICS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 5.5% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 29593 | Beta 0.95 | 52 Weeks Range 32.34 - 37.67 | Updated Date 04/2/2025 |
52 Weeks Range 32.34 - 37.67 | Updated Date 04/2/2025 |
Upturn AI SWOT
First Trust International Developed Cap Strength ETF
ETF Overview
Overview
The First Trust International Developed Cap Strength ETF (IWN) seeks investment results that correspond generally to the price and yield of an equity index called the AlphaDEXu00ae Developed Markets Ex-U.S. Index. It focuses on developed markets outside the U.S. by selecting stocks based on growth factors including sales growth, price appreciation, and momentum, along with value factors like book value to price, cash flow to price, and return on assets.
Reputation and Reliability
First Trust is a well-established ETF provider with a solid reputation in the market.
Management Expertise
First Trust has extensive experience in managing ETFs across various asset classes and investment strategies.
Investment Objective
Goal
To seek investment results that correspond generally to the price and yield of the AlphaDEXu00ae Developed Markets Ex-U.S. Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the AlphaDEXu00ae Developed Markets Ex-U.S. Index.
Composition The ETF holds a portfolio of stocks from developed markets excluding the U.S., selected and weighted based on growth and value factors.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 138100000
Competitors
Key Competitors
- VEA
- IDEV
- SCHF
Competitive Landscape
The international developed markets ETF space is competitive, with several large and established players. IWN differentiates itself with its AlphaDEX methodology, potentially offering enhanced returns compared to market-cap weighted ETFs, but this active selection process also brings higher expense ratios and risk compared to passive index trackers.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison would be against the AlphaDEXu00ae Developed Markets Ex-U.S. Index.
Expense Ratio: 0.059
Liquidity
Average Trading Volume
The average trading volume is approximately 42,000 shares, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread is approximately 0.06%, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth in developed markets outside the US, currency fluctuations, and global trade policies can affect IWN's performance.
Growth Trajectory
The ETF's growth depends on the performance of the AlphaDEXu00ae Developed Markets Ex-U.S. Index and its ability to outperform its benchmark.
Moat and Competitive Advantages
Competitive Edge
IWN's competitive edge lies in its unique AlphaDEXu00ae methodology, which uses a rules-based approach to select stocks based on growth and value factors, potentially leading to outperformance. This approach differentiates it from passively managed market-cap weighted ETFs. However, this active management comes with a higher expense ratio, which could be a disadvantage during periods of underperformance. The ETF's focus on fundamentally sound companies may provide some downside protection during market downturns.
Risk Analysis
Volatility
Historical volatility data needs to be sourced from financial data providers.
Market Risk
IWN is subject to market risk, including fluctuations in global equity markets, currency risk, and geopolitical risks in developed markets outside the U.S.
Investor Profile
Ideal Investor Profile
IWN is suited for investors seeking exposure to international developed markets with a preference for a rules-based, factor-driven investment approach.
Market Risk
IWN is suitable for long-term investors seeking diversification and potential outperformance in international developed markets.
Summary
The First Trust International Developed Cap Strength ETF (IWN) offers exposure to developed markets outside the U.S. using a unique AlphaDEXu00ae methodology that selects stocks based on both growth and value factors. While it differentiates itself from passive market-cap weighted ETFs, it has a higher expense ratio and moderate trading volume. It is ideal for long-term investors looking for diversification and the potential for outperformance in international developed equities. The ETF is subject to market risks and fluctuations in global equity markets.
Similar Companies
- VEA
- SCHF
- IDEV
- SPDW
- VXUS
- EFA
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is based on available information and may not be exact.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust International Developed Cap Strength ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 90% of its net assets in the securities that comprise The International Developed Capital Strength Index SM. The index seeks to provide exposure to well-capitalized companies in the developed markets outside of the U.S.with strong market positions that have the potential to provide their stockholders with a greater degree of stability and performance over time.
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