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UCONFirst Trust Smith Unconstrained Plus Bond ETF

Get income#577 of 1640 for Get income

Seeks to maximize long-term total return.

First Trust · Since 2018 (7 years)

Annual Cost

0.86%

#4217 out of 5,332 ETFs

Fund Size

$3.2B

#503 out of 5,332 ETFs

Dividend Yield

4.66%

Track Record

7 years

#1780 out of 5,332 ETFs

Performance

1 Year

+5.5%

3 Years

+5.5%

5 Years

+2.8%

What's inside

Asset class
fixed income
Strategy
active selection

Asset allocation

Bonds
95.8%
Preferred
3.7%
Cash
0.4%
Convertible
0.1%

Risk profile

Volatility (1Y)

2.9%

Moderate

Max drawdown

-15.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.52

Decent risk-adjusted returns

Sortino (3Y)

0.74

Moderate downside risk

Bond profile

Duration

5.3 years

Avg maturity

9.9 years

Credit ratings

US Government
14.6%
AAA
27.8%
AA
2.4%
A
10.1%
BBB
28.1%
BB
23.2%
B
8.2%
Below B
0.2%

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Data updated on 2026-05-05