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EPREFirst Trust TCW ESG Premier Equity ETF

Grow my money#2743 of 2944 for Grow my money

Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies that meet the Sub-Advisor's environmental, social and governance (ESG) criteria. It may invest in securities issued by companies in initial public offerings ("IPOs") and it may also invest in securities of special purpose acquisition companies ("SPACs"). The fund is non-diversified.

First Trust · Since 2021 (4 years)

Annual Cost

0.85%

#4125 out of 5,332 ETFs

Fund Size

$0.8M

#5255 out of 5,332 ETFs

Dividend Yield

1.06%

Track Record

4 years

#2440 out of 5,332 ETFs

Performance

1 Year

-25.1%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
equity
Region
north america
Strategy
index tracking
Focus
ESGSPAC

Asset allocation

Cash
100.0%

Sector breakdown

Industrials
30.5%
Technology
27.4%
Financial Services
15.5%
Consumer Defensive
9.9%
Consumer Cyclical
5.8%
Real Estate
5.5%
Healthcare
5.3%

Top holdings

Morgan Stanley Instl Lqudty Trs InstlMISXX100.0%

Risk profile

Volatility (1Y)

24.1%

High

Max drawdown

-32.4%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05