First Trust Value Line Dividend ETF FVD marries a yield-seeking directive with targeted quality screens that focus the portfolio on only the safest dividend payers. This approach effectively controls risk and should help the fund overcome its 0.67% expense ratio and deliver better risk-adjusted returns than the Russell 1000 Value Index. The fund earns a Morningstar Analyst Rating of Bronze.
Morningstar’s Analysis FVD
Will FVD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 161
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 6.5