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FVDFirst Trust Value Line Dividend Index Fund

Grow my moneyGet income#287 of 1640 for Get income

Seeks investment results that correspond generally to the price and yield of the Value Line Dividend Index.

First Trust · Since 2003 (22 years)

Annual Cost

0.61%

#3001 out of 5,332 ETFs

Fund Size

$8.1B

#284 out of 5,332 ETFs

Dividend Yield

2.30%

Track Record

22 years

#169 out of 5,332 ETFs

Performance

1 Year

+11.6%

3 Years

+8.7%

5 Years

+6.3%

What's inside

Asset class
Strategy
index tracking
Factor
dividend

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Utilities
18.5%
Financial Services
18.1%
Industrials
13.9%
Consumer Defensive
11.7%
Healthcare
8.2%
Real Estate
8.0%
Consumer Cyclical
6.4%
Technology
6.2%
Other
8.9%

Top holdings

Entergy CorpETR0.5%
Rio Tinto PLC ADRRIO0.5%
Sanofi SA ADRSNY0.5%
America Movil SAB de CV ADR - Series BAMX0.5%
AstraZeneca PLCAZN.L0.4%
Landstar System IncLSTR0.4%
Bristol-Myers Squibb CoBMY0.4%
GSK PLC ADRGSK0.4%
AbbVie IncABBV0.4%
The Campbell's CoCPB0.4%

Risk profile

Volatility (1Y)

9.9%

Moderate

Max drawdown

-35.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.49

Below average

Sortino (3Y)

0.70

Moderate downside risk

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Data updated on 2026-05-05