KNGZFirst Trust S&P 500 Diversified Dividend Aristocrats ETF

Grow my money Get income#963 of 1640 for Get income

Seeks investment results that correspond generally to the price and yield of the S&P 500 Sector-Neutral Dividend Aristocrats Index.

First Trust · Since 2017 (8 years)

Annual Cost

0.50%

#2384 out of 5,332 ETFs

Fund Size

$56M

#3251 out of 5,332 ETFs

Dividend Yield

2.69%

Track Record

8 years

#1604 out of 5,332 ETFs

Performance

1 Year

+29.7%

3 Years

+15.6%

5 Years

+8.8%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

large

Factor

dividend

Sector

information technology

Asset allocation

Stocks

99.9%

Cash

0.1%

Sector breakdown

Technology

34.7%

Financial Services

12.8%

Communication

11.9%

Consumer Cyclical

9.9%

Healthcare

9.8%

Industrials

7.3%

Consumer Defensive

4.6%

Energy

3.6%

Other

5.4%

Top holdings

Verizon Communications IncVZ5.3%

Texas Instruments IncTXN4.1%

HP IncHPQ4.1%

Hewlett Packard Enterprise CoHPE3.9%

Microchip Technology IncMCHP3.5%

Comcast Corp Class ACMCSA3.0%

International Business Machines CorpIBM2.7%

Omnicom Group IncOMC2.6%

Corning IncGLW2.6%

Accenture PLC Class AACN2.5%

Risk profile

Volatility (1Y)

14.1%

Moderate

Max drawdown

-37.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.81

Decent risk-adjusted returns

Sortino (3Y)

1.19

Good downside protection

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