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EDOWFirst Trust Dow 30 Equal Weight ETF

Grow my money9y track recordRanked #1,102 of 3,055 in this goal

Seeks investment results that correspond generally to the price and yield of the Dow Jones Industrial Average Equal Weight Index.

By First Trust · Launched 2017

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$326M

#2,005 of 6,040 · large

Return (1Y)

+15.9%

Track Record

9 years

#1,579 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,500+15.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Mega

Strategy

Index enhanced

Index tracked

Dow Jones Industrial Average Equal Weight Index

Holdings

By weight

Concentration

Top 10 holdings = 34.7% of funddiversified

CHEVRON CORP
3.7%
Merck & Co., Inc
3.5%
Goldman Sachs Group, Inc.
3.5%
JPMorgan Chase & Co.
3.5%
Walmart Inc
3.4%
Johnson & Johnson
3.4%
Caterpillar Inc
3.4%
Cisco Systems, Inc.
3.4%
The Sherwin-Williams Company
3.4%
Verizon Communications Inc.
3.4%

Asset allocation

Stocks
100.0%
Cash
0.1%

By sector

Technology
21.0%
Financial Services
17.5%
Healthcare
14.3%
Industrials
12.6%
Consumer Cyclical
12.3%
Consumer Defensive
9.0%
Communication
6.5%
Basic Materials
3.5%
Other
3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.1%Moderate

Year-on-year price swings

Max drawdown
-34.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.39Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of the Dow Jones Industrial Average Equal Weight Index.
Strategy
Invests at least 90% of net assets in securities that comprise the Dow Jones Industrial Average Equal Weight Index using an indexing investment approach. The Fund is concentrated in a variety of sectors and is designed to replicate the Index's performance before fees and expenses.
Inception date
August 8, 2017
Fund family
First Trust

Next steps

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Data updated on 2026-09-18