FDLFirst Trust Morningstar Dividend Leaders Index Fund
Seeks investment results that correspond generally to the price and yield of the Morningstar Dividend Leaders Index.
First Trust · Since 2006 (20 years)
Annual Cost
0.43%
#1969 out of 5,332 ETFs
Fund Size
$7.3B
#307 out of 5,332 ETFs
Dividend Yield
3.61%
Track Record
20 years
#287 out of 5,332 ETFs
Performance
1 Year
+27.6%
3 Years
+17.9%
5 Years
+13.4%
What's inside
Asset class
Region
Strategy
index tracking
Factor
dividend
Focus
ESG
Asset allocation
Stocks
99.9%
Cash
0.1%
Sector breakdown
Energy
28.9%
Healthcare
17.3%
Consumer Defensive
14.1%
Financial Services
13.8%
Communication
11.0%
Utilities
6.5%
Consumer Cyclical
3.8%
Industrials
3.4%
Other
1.3%
Top holdings
Exxon Mobil CorpXOM11.1%
Chevron CorpCVX9.1%
Verizon Communications IncVZ7.4%
Pfizer IncPFE6.5%
Merck & Co IncMRK5.5%
PepsiCo IncPEP4.8%
Altria Group IncMO4.5%
Bristol-Myers Squibb CoBMY3.3%
United Parcel Service Inc Class BUPS3.0%
ConocoPhillipsCOP3.0%
Risk profile
Volatility (1Y)
11.6%
Moderate
Max drawdown
-41.4%
Worst peak-to-trough loss
Sharpe (3Y)
1.04
Excellent risk-adjusted returns
Sortino (3Y)
1.51
Good downside protection
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Data updated on 2026-05-05