Both DJD and FMK are ETFs. DJD has a higher 5-year return than FMK (14.55% vs 10.92%). DJD has a higher expense ratio than FMK (0.07% vs 0.06%). Below is the comparison between DJD and FMK.
| DJD | FMK | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 75 | N/A |
| Category | N/A | Large Blend |
| Family | Guggenheim | First Trust |
| Net Assets | $294.40M | $2.42B |
| Expense Ratio | 0.07% | 0.06% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.25% | 1.36% |
| Underlying Index | Dow Jones Industrial Average Yield Weighted Index | NASDAQ AlphaDEX Mega Cap Index |
| YTD Return | 16.64% | 11.29% |
| 1-Year Return | 42.13% | 14.43% |
| 3-Year Return | 13.64% | 9.72% |
| 5-Year Return | 14.55% | 10.92% |
| 10-Year Return | 0.00% | 0.00% |
DJD
DJD description
Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across communication services, consumer discretionary, consumer staples, financials, health care, information technology, energy, industrials, capital goods, commercial and professional services, real estate and materials sectors. It invests in growth and value stocks of large-cap companies. It invests in dividend paying stocks of companies. The fund seeks to track the performance of the Dow Jones Industrial Average Yield Weighted, by using full replication technique. Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF was formed on December 16, 2015 and is domiciled in the United States.
DJD performance & returns
| YTD Return | 16.64% |
| 1-Month Return | 2.38% |
| 3-Month Return | 13.17% |
| 1-Year Return | 42.13% |
| 3-Year Return | 13.64% |
| 5-Year Return | 14.55% |
| 10-Year Return | 0.00% |
DJD holdings
Top 10 Holdings (57.80% of Total Assets)
DJD pros
The following are DJD strengths from our perspective:
- DJD 3-year return is 13.64%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- DJD 5-year return is 14.55%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- DJD expense ratio is 0.07%, which is considered low. Nice job picking a low-cost fund.
DJD cons
The following are DJD weaknesses from our perspective:
- DJD net assets are $294.40 million. This fund is not a popular choice with retail investors.
Other relevant DJD comparisons
You may also want to check out the following DJD comparisons that investors often look for on Finny
- DJD vs SCHD
- DJD vs DIA
- DJD vs DLN
- DJD vs FMK
- DJD vs CDC
- DJD vs CFO
- DJD vs CFA
- DJD vs CSM
- DJD vs CAPE
- DJD vs DTN
- DJD vs DEUS
FMK
FMK description
The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.
FMK performance & returns
| YTD Return | 11.29% |
| 1-Month Return | 15.55% |
| 3-Month Return | 6.09% |
| 1-Year Return | 14.43% |
| 3-Year Return | 9.72% |
| 5-Year Return | 10.92% |
| 10-Year Return | 0.00% |
FMK holdings
Top 10 Holdings (33.71% of Total Assets)
FMK pros
The following are FMK strengths from our perspective:
- FMK expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.
FMK cons
None that we could think of.Other relevant FMK comparisons
You may also want to check out the following FMK comparisons that investors often look for on Finny
- FMK vs DIA
- FMK vs DLN
- FMK vs CDC
- FMK vs CFO
- FMK vs CFA
- FMK vs CSM
- FMK vs DJD
- FMK vs CAPE
- FMK vs DTN
- FMK vs DEUS