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ESNEssential 40 Stock ETF

Grow my money#1157 of 2944 for Grow my money

Seeks to track the performance of the Essential 40 Stock Index.

KKM Financial LLC · Since 2014 (11 years)

Annual Cost

0.70%

#3347 out of 5,332 ETFs

Fund Size

$224M

#2034 out of 5,332 ETFs

Dividend Yield

0.88%

Track Record

11 years

#1206 out of 5,332 ETFs

Performance

1 Year

+25.8%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
99.6%
Cash
0.4%

Sector breakdown

Industrials
17.3%
Technology
15.1%
Financial Services
12.6%
Healthcare
12.2%
Energy
9.9%
Basic Materials
8.1%
Communication
7.7%
Consumer Cyclical
6.6%
Other
10.6%

Top holdings

Marathon Petroleum CorpMPC3.4%
Exxon Mobil CorpXOM3.4%
Verizon Communications IncVZ3.2%
Nutrien LtdNTR.TO3.0%
Enterprise Products Partners LPEPD3.0%
Johnson & JohnsonJNJ2.9%
FedEx CorpFDX2.9%
Duke Energy CorpDUK2.8%
Pfizer IncPFE2.8%
CME Group Inc Class ACME2.8%

Risk profile

Volatility (1Y)

9.9%

Moderate

Max drawdown

-13.6%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05