ESBGFirst Trust Enhanced Stocks, Bonds & Gold ETF
Seeks long-term total return.
By First Trust · Launched 2025
Annual Cost
0.95%
#5,033 of 6,040 · expensive
Fund Size
$2M
#5,589 of 6,040 · small
Return (1Y)
N/A
Track Record
10 months
#4,898 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,877+8.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 5 holdings = 67.9% of fundconcentrated
Dreyfus Government Cash Management Funds
48.2%
United States Treasury Notes
24.4%
BOARD OF TRADE OF THE CITY OF CHICAGO, INC.ZFM6
-0.4%
CHICAGO MERCANTILE EXCHANGE INC.MESM6
-1.4%
COMMODITIES EXCHANGE CENTERMGCM6
-2.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-18.8%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 long-term total return.
- Strategy
- Actively manages a portfolio primarily invested in U.S. Treasury securities, cash and cash equivalents, and exchange-traded futures contracts. Aims for long-term total return through exposure to the S&P 500 Index, intermediate U.S. Treasuries, and gold.
- Inception date
- November 19, 2025
- Fund family
- First Trust
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Data updated on 2026-09-18