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FTCSFirst Trust Capital Strength ETF

Grow my money20y track recordRanked #427 of 2,999 in this goal

Seeks investment results that correspond generally to the price and yield of The Capital Strength Index.

By First Trust · Launched 2006

Annual Cost

0.53%

#2,837 of 5,861 · average

Fund Size

$7.6B

#343 of 5,861 · large

Return (1Y)Goal

+9.7%

Track Record

20 years

#332 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,038+10.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Quality

Index tracked

The Capital Strength Index

What it actually holds

By weight

Concentration

Top 10 holdings = 23.1% of fundwell diversified

EOG Resources Inc.
2.8%
Linde PLC
2.3%
Ross Stores Inc
2.3%
Johnson & Johnson
2.3%
Gilead Sciences Inc.
2.3%
Coca-Cola Co (The)
2.2%
Trane Technologies PLC
2.2%
Pepsico Inc
2.2%
Arch Capital Group Ltd.
2.2%
Hershey Co. (The)
2.2%

Asset allocation

Stocks
100.0%
Cash
0.1%

By sector

Financial Services
20.5%
Industrials
19.5%
Healthcare
18.7%
Consumer Defensive
14.3%
Technology
13.0%
Consumer Cyclical
7.8%
Basic Materials
2.1%
Communication
2.1%
Other
2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.5%Moderate

Year-on-year price swings

Max drawdown
-31.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.57Decent risk-adjusted returns
Sortino (3Y)
0.84Moderate downside risk

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of The Capital Strength Index.
Strategy
Invests at least 90% of net assets in securities that comprise The Capital Strength Index using an indexing investment approach to replicate its performance. Targets well-capitalized companies with strong market positions across various market capitalizations, primarily in the U.S. financial and industrial sectors.
Inception date
July 6, 2006
Fund family
First Trust

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Data updated on 2026-08-04