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UIND
+1.99 · +5.77%
£36.53 · LSE
First Trust US Equity Income UCITS ETF Class A | US Equity Income
First Trust Global Portfolios Management Limited · Ireland
AUM:$384.4M
#– of – in US Equity Income ETFs
ℹ️
Reward Rating
50
Moderate
14.04% 1Y return
ℹ️
Risk Rating
62
Elevated
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

📈 Up 14.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is UIND?

First Trust US Equity Income UCITS ETF Class A tracks Morningstar US High Div Yld NR USD, providing diversified exposure across 50 holdings. Its ongoing charge is 0.55%.

Performance Highlights

Investment Breakdown

Positive 1-Year Return
UIND returned 14.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Ongoing charge of 0.55%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 30.2% of the ETF — a moderate level of name concentration.

Openbook Analysis

Performance: Moderate (50)

The scoring profile reflects moderate historical performance, with a 14.0% 1-year return (historical). The ongoing charge of 0.55% should be considered against long-term return expectations. Risk indicators are elevated — volatility warrants consideration (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM$384.4M
Ongoing Charge0.55%
Dividend Yield2.86%
Holdings50
Inception DateApr 2016
DomicileIreland
DistributionQuarterly
IndexMorningstar US High Div Yld NR USD
ProviderFirst Trust Global Portfolios Management Limited
Beta1.27
CategoryUS Equity Income
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.8%
1Y
+20.3%
3Y
+53.3%
5Y
+34.3%
OpenBook InsightIf you had invested £10,000 in UIND 5 years ago, it would have grown to £13,432 — a gain of £3,432.

Annual Returns

Calendar year performance

UIND delivered positive returns in 4 of the last 5 calendar years.
YearUIND
2026 YTD+10.6%
2025+4.2%
2024+6.7%
2023+17.1%
2022-7.6%
CAGR 4yr+4.7%
4/5 positive yearsAvg return: +6.2%Worst year: -7.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.2%
Low
Momentum
+3.0%
30-day change
Support Level
37.38
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses UIND's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
50
Moderate REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
68/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
14.04%
Good
3Y Return
12.02%
Very Good
5Y Return
17.85%
Very Good
10Y Return
0.00%
Weak
Sharpe Ratio
—
No Data

Solid historical performance: 1-year return of 14.04%, 3-year annualised 12.02%, 5-year annualised 17.85%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
30/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.55%
Weak
Net Expense Ratio
—
No Data
Annual Turnover
—
No Data
Tracking Difference
—
No Data

Higher-than-average cost profile: ongoing charge of 0.55%.

💵 Income

Weight: 15%
70/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
2.86%
Neutral
Distribution Frequency
Quarterly
Good

Attractive income profile: distribution yield of 2.86%, quarterly distributions.

🌐 Diversification Quality

Weight: 25%
40/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
50
Weak
Top 10 Concentration
30.23%
Neutral
Top Sector
Financial Services29.8%
Neutral
Top Region
North America99.1%
Very Weak

Concentrated but typical for its category: 50 holdings, top 10 at 30.2%, Financial Services sector at 29.8%, North America at 99.1%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses UIND using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
62
Elevated RISK
Data Coverage: 92%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
38/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
30.23%
Lower Risk
Largest Holding
3.31%
Lower Risk
Number of Holdings
50
Moderate
HHI (weight²)
92
Low Risk

Reasonable spread across positions: top 10 holdings at 30.2%, largest single position at 3.31%, 50 total holdings.

🌍 Market Exposure

Weight: 25%
81/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
North America99.1%
High Risk
Top Sector
Financial Services29.8%
Moderate
Top 2 Sectors
49.58%
Elevated
Cyclical Sectors
56.55%
Elevated

High market-exposure risk — returns closely track a narrow slice of the market: North America at 99.1%, Financial Services sector at 29.8%, 56.5% in cyclical sectors.

📊 Volatility

Weight: 35%
64/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
13.68%
Lower Risk
Beta
1.27
Elevated
Max Drawdown
—
No Data

Elevated volatility profile: 1Y volatility of 13.68%, beta of 1.27 (historical).

💵 Income Reliability

Weight: 15%
66/100

How dependable is the fund's distribution yield? Heavy cyclical-sector exposure or unusually high yields can flag vulnerability to dividend cuts in a downturn.

Current Yield
2.86%
Lower Risk
Cyclical Sector Exposure
56.55%
Elevated
Top-Sector Dependency
Financial Services29.8%
Moderate

Income has some cyclical dependency: yield of 2.86%, 56.5% in cyclical sectors (financials, energy, materials, industrials, real estate), Financial Services sector at 29.8%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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