Launch Roundup
First Trust listed six income ETFs at 0.85%, and the new fund flagged its own conflict


$36.270.00 (0.00%)
Score 40 out of 100
Score 40 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Very small fund, grade capped at C.
The cap holds the Score at 40 or below, so B and A are out of reach.
Developed 69% · Emerging 31%
| Period | OPPG |
|---|---|
| Year to date | — |
| 1 month | −2.9% |
| 3 months | −0.8% |
| 1 year | — |
| 3 years | — |
| 5 years | — |
| 10 years | — |
| Year | Return bar | OPPG |
|---|---|---|
| 2026 YTD | −0.6% |
Distribution data unavailable.
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
7 of the 21 Global Thematic funds charge less.