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FIWFirst Trust Water ETF

Grow my money19y track recordRanked #663 of 3,055 in this goal

Seeks investment results that correspond generally to the price and yield of the ISE Clean Edge Water Index.

By First Trust · Launched 2007

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$1.9B

#824 of 6,040 · large

Return (1Y)

-5.2%

Track Record

19 years

#482 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,360-6.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Index tracked

ISE Clean Edge Water TM Index

Holdings

By weight

Concentration

Top 10 holdings = 40.5% of fundmoderately concentrated

Roper Technologies Inc
4.5%
American Water Works Company, Inc.
4.4%
Agilent Technologies Inc.
4.1%
Waters Corporation
4.1%
Xylem, Inc.
4.1%
Veralto Corp.
4.0%
Ferguson Enterprises Inc
3.9%
Pentair PLC
3.9%
Ecolab Inc.
3.8%
IDEXX Laboratories Inc.
3.8%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Industrials
58.4%
Healthcare
14.2%
Utilities
11.5%
Technology
9.0%
Basic Materials
4.9%
Consumer Defensive
2.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.1%Moderate

Year-on-year price swings

Max drawdown
-36.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.31Below average
Sortino (3Y)
0.45Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of the ISE Clean Edge Water Index.
Strategy
Invests at least 90% of net assets in securities that comprise the ISE Clean Edge Water Index using an indexing investment approach. Focuses on companies in the potable water and wastewater industry, with various market capitalizations listed on U.S. exchanges.
Inception date
May 8, 2007
Fund family
First Trust

Next steps

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Data updated on 2026-09-18