EMOTFirst Trust S&P 500 Economic Moat ETF
Seeks investment results that correspond generally to the price and yield of the S&P 500 Economic Moat Index.
By First Trust · Launched 2024
Annual Cost
0.60%
#3,228 of 5,854 · average
Fund Size
$3M
#5,419 of 5,854 · small
Return (1Y)Goal
+17.0%
Track Record
2 years
#3,559 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,859+18.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Quality
Focus
ESG
Index tracked
S&P 500 Economic Moat Index
What it actually holds
By weightConcentration
Top 10 holdings = 25.1% of fund✓ well diversified
TEXAS PACIFIC LAND CORP
3.3%
Lockheed Martin Corporation
2.6%
Lam Research Corporation
2.6%
Applied Materials Inc.
2.5%
KLA Corp.
2.5%
Tapestry Inc
2.4%
Jabil Inc
2.4%
Altria Group, Inc.
2.3%
Philip Morris International Inc.
2.3%
Walmart Inc
2.2%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
34.9%
Consumer Cyclical
23.9%
Consumer Defensive
13.5%
Healthcare
11.7%
Financial Services
6.2%
Communication
3.9%
Industrials
3.6%
Energy
2.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.9%Moderate
Year-on-year price swings
Max drawdown
-16.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the S&P 500 Economic Moat Index.
- Strategy
- Invests at least 80% of net assets in securities that comprise the S&P 500 Economic Moat Index using a full replication strategy. The Index measures the performance of 50 stocks from the S&P 500 with sustainable competitive advantages, primarily in the consumer discretionary and information technology sectors.
- Inception date
- June 26, 2024
- Fund family
- First Trust
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Data updated on 2026-08-03