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Inception Date
Aug 19, 2019
Region
North America (United States)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$26M

Share Price Chart


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Performance

FPWR Performance Chart

First Trust EIP Power Solutions ETF (FPWR) is up 13.0% since the beginning of the year. FPWR is currently trading at $37 per share. Investors who bought $1,000 worth of FPWR shares 5 years ago would now be looking at an investment worth $1,763.


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S&P 500 Index

Returns By Period

First Trust EIP Power Solutions ETF (FPWR) has returned 12.96% so far this year and 21.65% over the past 12 months.


First Trust EIP Power Solutions ETF

1D
0.16%
1M
-1.04%
YTD
12.96%
6M
11.36%
1Y
21.65%
3Y*
17.40%
5Y*
12.01%
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
24.32%
3Y*
19.90%
5Y*
11.79%
10Y*
13.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FPWR Monthly Returns History

Based on dividend-adjusted daily data since Aug 20, 2019, FPWR's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, an investment would double in approximately 5.8 years.

Historically, 64% of months were positive and 36% were negative. The best month was Feb 2026 with a return of +9.0%, while the worst month was Mar 2020 at -9.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FPWR closed higher 55% of trading days. The best single day was Mar 17, 2020 with a return of +8.6%, while the worst single day was Mar 16, 2020 at -9.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.91%9.01%-0.66%2.46%-3.57%0.64%12.96%
20252.70%2.66%1.31%0.32%1.74%1.96%3.89%-1.46%3.08%0.15%3.50%-3.93%16.78%
2024-3.49%0.11%5.67%-0.12%6.08%-1.57%6.24%3.57%4.79%0.28%6.91%-6.85%22.60%
20231.22%-4.36%2.36%0.84%-5.15%2.66%1.93%-4.35%-5.39%-0.22%5.67%2.13%-3.36%
2022-2.56%2.08%8.32%-5.41%3.89%-5.43%7.06%0.82%-8.75%4.50%5.43%-3.12%5.28%
20210.78%-5.79%8.15%3.39%-1.30%-0.76%1.96%2.53%-4.98%6.08%-2.79%5.38%12.26%

Benchmark Metrics

First Trust EIP Power Solutions ETF has an annualized alpha of 3.52%, beta of 0.58, and R2 of 0.45 versus S&P 500 Index. Calculated based on daily prices since August 21, 2019.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (55.00%) than losses (51.07%) - typical of diversified or defensive assets.
  • Beta of 0.58 may look defensive, but with R2 of 0.45 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.45 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
3.52%
Beta
0.58
0.45
Upside Capture
55.00%
Downside Capture
51.07%

Expense Ratio

FPWR has a high expense ratio of 0.96%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FPWR ranks 73 for risk / return — better than 73% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


FPWR Risk / Return Rank: 7373
Overall Rank
FPWR Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FPWR Sortino Ratio Rank: 7575
Sortino Ratio Rank
FPWR Omega Ratio Rank: 6767
Omega Ratio Rank
FPWR Calmar Ratio Rank: 8686
Calmar Ratio Rank
FPWR Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for First Trust EIP Power Solutions ETF (FPWR) and compare them to S&P 500 Index.


FPWRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.32

Omega ratioGain probability vs. loss probability

1.36

1.36

0.00

Calmar ratioReturn relative to maximum drawdown

4.33

2.69

+1.65

Martin ratioReturn relative to average drawdown

11.59

12.34

-0.76

Dividends

Dividend History

First Trust EIP Power Solutions ETF provided a 1.81% dividend yield over the last twelve months, with an annual payout of $0.67 per share.


1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.802019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.67$0.65$0.73$0.61$0.44$0.41$0.38$0.15

Dividend yield

1.81%1.97%2.52%2.54%1.72%1.66%1.68%0.71%

Monthly Dividends

The table displays the monthly dividend distributions for First Trust EIP Power Solutions ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.19$0.00$0.00$0.00$0.19
2025$0.00$0.00$0.16$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.19$0.65
2024$0.00$0.00$0.11$0.00$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.18$0.73
2023$0.00$0.00$0.11$0.00$0.00$0.15$0.00$0.00$0.17$0.00$0.00$0.18$0.61
2022$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.19$0.44
2021$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.13$0.41

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 EIP Power 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 EIP Power Solutions ETF was 32.28%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The current First Trust EIP Power Solutions ETF drawdown is 2.96%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-32.28%Mar 2020
1mo 3d7mo 21d
8mo 24dFeb 2020 - Nov 2020
2023 correction2023
-19.88%Oct 2023
1y 20d10mo
1y 10moSep 2022 - Jul 2024
Bear market2022
-13.24%Jun 2022
2mo 7d1mo 26d
4mo 3dApr 2022 - Aug 2022
2021 pullback2021
-8.64%Feb 2021
1mo 1d1mo 11d
2mo 12dJan 2021 - Apr 2021
2024 pullback2024
-8.49%Dec 2024
16d3mo 14d
4moDec 2024 - Apr 2025

Drawdown Indicators


FPWRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-32.28%

-56.78%

+24.50%

Max Drawdown (1Y)

Largest decline over 1 year

-5.02%

-9.10%

+4.08%

Max Drawdown (3Y)

Largest decline over 3 years

-14.68%

-18.90%

+4.22%

Max Drawdown (5Y)

Largest decline over 5 years

-19.88%

-25.43%

+5.55%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.96%

-2.97%

+0.01%

Average Drawdown

Average peak-to-trough decline

-4.99%

-10.72%

+5.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.87%

1.97%

-0.10%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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