- What does EMOT invest in?
- The First Trust S&P 500 Economic Moat ETF, often referred to as "the Fund," aims to deliver investment results that broadly align with the price performance and yield (before its own fees and costs) of the S&P 500 Economic Moat Index, designated as "the Index." Under normal operating conditions, at least 80% of the Fund's net assets (including any borrowed capital for investment purposes) will be allocated to the individual stocks that make up this Index. Adopting an indexing strategy, the Fund seeks to mirror the Index's returns before any deductions for its expenses. Its standard practice is to implement a full replication strategy, meaning it will typically invest in every security within the Index, mirroring their precise proportional weightings. The Index itself is owned and was originally developed by S&P Dow Jones Indices, LLC, a business unit of S&P Global.
- What is the expense ratio of EMOT?
- First Trust S&P 500 Economic Moat ETF (EMOT) charges an expense ratio of 0.60%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is EMOT?
- First Trust S&P 500 Economic Moat ETF (EMOT) manages $2.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is EMOT actively managed or an index fund?
- EMOT is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (EMOT's is 0.60%) because there's no security selection cost.
- When was EMOT launched?
- First Trust S&P 500 Economic Moat ETF (EMOT) launched in June 2024 and is managed by First Trust.
- How has EMOT performed?
- EMOT's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
