- ISIN
- US33719L1061
- Issuer
- First Trust
- Inception Date
- Mar 22, 2022
- Region
- Global (Broad)
- Category
- Health & Biotech Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- NASDAQ Lux Health Tech Index
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $3M
Share Price Chart
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Performance
EKG Performance Chart
First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) is down 7.4% since the beginning of the year. EKG is currently trading at $18 per share.
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Returns By Period
First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) has returned -7.35% so far this year and 2.67% over the past 12 months.
First Trust Nasdaq Lux Digital Health Solutions ETF
- 1D
- 1.44%
- 1M
- 5.58%
- YTD
- -7.35%
- 6M
- -8.68%
- 1Y
- 2.67%
- 3Y*
- -0.25%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
EKG Monthly Returns History
Based on dividend-adjusted daily data since Mar 23, 2022, EKG's average daily return is 0.00%, while the average monthly return is +0.03%. At this rate, an investment would double in approximately 192.6 years.
Historically, 52% of months were positive and 48% were negative. The best month was Nov 2023 with a return of +14.4%, while the worst month was Apr 2022 at -19.3%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 4 months.
On a daily basis, EKG closed higher 50% of trading days. The best single day was Apr 9, 2025 with a return of +9.8%, while the worst single day was May 9, 2022 at -7.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.13% | -5.29% | -9.70% | 1.05% | 5.41% | 1.84% | -7.35% | ||||||
| 2025 | 9.09% | -5.78% | -10.37% | 1.34% | 7.68% | 4.29% | -4.20% | 2.02% | -0.01% | 5.90% | 7.97% | -4.50% | 11.89% |
| 2024 | -1.16% | 1.44% | 6.21% | -5.95% | -1.78% | -0.90% | 1.58% | 6.31% | 1.54% | -3.60% | 10.36% | -6.31% | 6.53% |
| 2023 | 6.62% | -2.76% | 3.44% | 1.27% | -3.03% | 7.74% | 0.36% | -11.01% | -12.90% | -12.71% | 14.40% | 13.34% | -0.11% |
| 2022 | 4.73% | -19.27% | -8.09% | -5.75% | 13.70% | -7.05% | -8.32% | 12.30% | 5.37% | -4.90% | -20.15% |
Benchmark Metrics
First Trust Nasdaq Lux Digital Health Solutions ETF has an annualized alpha of -13.38%, beta of 1.15, and R2 of 0.53 versus S&P 500 Index. Calculated based on daily prices since March 23, 2022.
- This ETF participated in 156.33% of S&P 500 Index downside but only 104.11% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -13.38% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.15 and R2 of 0.53, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -13.38%
- Beta
- 1.15
- R²
- 0.53
- Upside Capture
- 104.11%
- Downside Capture
- 156.33%
Expense Ratio
EKG has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EKG ranks 10 for risk / return — in the bottom 10% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EKG | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.32 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | 2.46 | -2.33 |
| Martin ratioReturn relative to average drawdown | 0.26 | 10.92 | -10.65 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the First Trust Nasdaq Lux Digital Health Solutions ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the First Trust Nasdaq Lux Digital Health Solutions ETF was 43.82%, occurring on Oct 30, 2023. The portfolio has not yet recovered.
The current First Trust Nasdaq Lux Digital Health Solutions ETF drawdown is 18.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -43.82%Oct 2023 | 1y 6mo | — | 4y 2moApr 2022 - now |
Bear market2022 | -0.78%Mar 2022 | 0s | 1d | 1dMar 2022 - Apr 2022 |
Bear market2022 | -0.70%Mar 2022 | 0s | 1d | 1dMar 2022 - Mar 2022 |
Bear market2022 | -0.23%Mar 2022 | 0s | 3d | 3dMar 2022 - Mar 2022 |
Drawdown Indicators
| EKG | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.82% | -56.78% | +12.96% |
Max Drawdown (1Y)Largest decline over 1 year | -22.09% | -9.10% | -12.99% |
Max Drawdown (3Y)Largest decline over 3 years | -34.49% | -18.90% | -15.59% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -18.36% | -3.21% | -15.15% |
Average DrawdownAverage peak-to-trough decline | -22.59% | -10.71% | -11.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.17% | 2.04% | +8.13% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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