FDM
Price
$72.08
Change
-$1.09 (-1.49%)
Updated
Aug 15 closing price
Net Assets
191.44M
SVAL
Price
$32.41
Change
-$0.38 (-1.16%)
Updated
Aug 15 closing price
Net Assets
141.14M
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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$72.08
Change-$1.09 (-1.49%)
Volume$2.45K
Net Assets191.44M
iShares US Small Cap Value Factor ETF
Price$32.41
Change-$0.38 (-1.16%)
Volume$3K
Net Assets141.14M
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
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VS
FDM vs. SVAL commentary
Aug 18, 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 Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
FDM has more net assets: 191M vs. SVAL (141M). FDM has a higher annual dividend yield than SVAL: FDM (6.554) vs SVAL (0.403). 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 YTD6.5540.4031,625%
Net Assets191M141M135%
Total Expense Ratio0.600.20300%
Turnover71.0055.00129%
Yield1.401.30108%
Fund Existence20 years5 years-
TECHNICAL ANALYSIS
Technical Analysis
FDMSVAL
RSI
ODDS (%)
Bullish Trend 3 days ago
86%
Bearish Trend 3 days ago
84%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
76%
Bearish Trend 3 days ago
90%
Momentum
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
86%
MACD
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
82%
Advances
ODDS (%)
Bullish Trend 5 days ago
82%
Bullish Trend 5 days ago
82%
Declines
ODDS (%)
Bearish Trend 3 days ago
78%
Bearish Trend 3 days ago
80%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
89%
Bearish Trend 3 days ago
88%
Aroon
ODDS (%)
Bearish Trend 3 days ago
85%
Bearish Trend 3 days ago
82%
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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 79% 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%
-1.49%
SHBI - FDM
79%
Closely correlated
-2.05%
SMBC - FDM
79%
Closely correlated
-2.21%
BFST - FDM
79%
Closely correlated
-1.78%
OSBC - FDM
78%
Closely correlated
-2.19%
MBWM - FDM
77%
Closely correlated
-1.78%
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%
-1.16%
HWC - SVAL
92%
Closely correlated
-2.24%
ASB - SVAL
92%
Closely correlated
-2.36%
UBSI - SVAL
91%
Closely correlated
-2.23%
AUB - SVAL
91%
Closely correlated
-1.75%
FBK - SVAL
91%
Closely correlated
-1.35%
More