EDOWFirst Trust Dow 30 Equal Weight ETF

Grow my money8y track recordRanked #1,086 of 2,960 in this goal

Seeks investment results that correspond generally to the price and yield of an index.

By First Trust · Launched 2017

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$310M

#1,929 of 5,562 · mid-size

Return (1Y)Goal

+20.4%

Track Record

8 years

#1,596 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,024+20.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mega

Strategy

Index enhanced

Index tracked

Dow Jones Industrial Average Equal Weight Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.7% of fund✓ well diversified

Boeing Co/The

3.6%

Merck & Co Inc

3.6%

Visa Inc

3.6%

Walt Disney Co/The

3.5%

Travelers Cos Inc/The

3.4%

JPMorgan Chase & Co

3.4%

Amgen Inc

3.4%

Procter & Gamble Co/The

3.4%

Verizon Communications Inc

3.4%

Honeywell International Inc

3.4%

Asset allocation

Stocks

100.0%

Cash

0.0%

By sector

Technology

22.7%

Financial Services

16.9%

Industrials

13.6%

Healthcare

13.2%

Consumer Cyclical

12.2%

Consumer Defensive

9.2%

Communication

6.2%

Energy

3.0%

Other

3.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

10.7%Moderate

Year-on-year price swings

Max drawdown

-33.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.89Decent risk-adjusted returns

Sortino (3Y)

1.32Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that correspond generally to the price and yield of an index.
Strategy: Invests at least 90% of net assets in securities comprising the Index using an indexing approach to replicate its performance. The Index is the equal weight version of the DJIA, which includes large U.S. companies and is rebalanced quarterly.
Inception date: August 8, 2017
Fund family: First Trust