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SCIOFirst Trust Structured Credit Income Opportunities ETF

Get income2y track recordRanked #732 of 1,706 in this goal

Seeks to maximize long-term income.

By First Trust · Launched 2024

Annual Cost

0.70%

#3,803 of 6,040 · average

Fund Size

$549M

#1,594 of 6,040 · large

Return (1Y)

+2.2%

Track Record

2 years

#3,378 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,245+2.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 12.1% of funddiversified

MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS
2.1%
FEDERAL HOME LOAN MORTGAGE CORP
1.4%
FEDERAL NATIONAL MORTGAGE ASSOCIATION
1.2%
RCO IX MORTGAGE LLC 2025-4
1.2%
VERUS SECURITIZATION TRUST 2024-2
1.1%
CARMAX SELECT RECEIVABLES TRUST 2026-A
1.1%
VERUS SECURITIZATION TRUST 2022-3
1.0%
WESTLAKE AUTOMOBILE RECEIVABLES TRUST 2026-1
1.0%
RESEARCH-DRIVEN PAGAYA MOTOR ASSET TRUST 2026-R1
1.0%
CITIGROUP MORTGAGE LOAN TRUST 2020-EXP1
1.0%

Asset allocation

Bonds
96.4%
Cash
3.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.7%Low

Year-on-year price swings

Max drawdown
-1.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

6.1 years

Avg maturity

9.5 years

Credit ratings

US Government
19.1%
AAA
23.1%
AA
4.9%
A
6.1%
BBB
25.4%
BB
15.7%
B
7.6%
Other
17.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize long-term income.
Strategy
Invests primarily in structured credit investments, including RMBS, CMBS, and CLOs, with a focus on maximizing long-term income. The Fund may also invest in derivatives to enhance returns and manage risks, while concentrating in mortgage-related securities.
Inception date
February 27, 2024
Fund family
First Trust

Next steps

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Data updated on 2026-09-18