First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG)

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The chart shows the growth of an initial investment of $10,000 in First Trust Enhanced Stocks, Bonds & Gold ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Nov 19, 2025, ESBG's average daily return is +0.08%, while the average monthly return is +1.50%. At this rate, your investment would double in approximately 3.9 years.

Historically, 80% of months were positive and 20% were negative. The best month was Jan 2026 with a return of +9.4%, while the worst month was Mar 2026 at -12.7%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 1 months.

On a daily basis, ESBG closed higher 58% of trading days. The best single day was Mar 31, 2026 with a return of +4.0%, while the worst single day was Jan 30, 2026 at -7.2%.

First Trust Enhanced Stocks, Bonds & Gold ETF has an annualized alpha of 28.49%, beta of 1.08, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since November 20, 2025.

• This ETF captured 421.36% of S&P 500 Index gains and 122.47% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.28 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ESBG has a high expense ratio of 0.95%, indicating above-average management fees.

The table below present risk-adjusted performance metrics for First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) and compare them to a chosen benchmark (S&P 500 Index).

First Trust Enhanced Stocks, Bonds & Gold ETF provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.13 per share.

The table displays the monthly dividend distributions for First Trust Enhanced Stocks, Bonds & Gold ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the First Trust Enhanced Stocks, Bonds & Gold 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 Enhanced Stocks, Bonds & Gold ETF was 18.84%, occurring on Mar 26, 2026. The portfolio has not yet recovered.

The current First Trust Enhanced Stocks, Bonds & Gold ETF drawdown is 14.85%.

The chart below shows the rolling one-month volatility.