ESN
+0.94 · +5.63%
$17.70 · NASDAQ

Essential 40 Stock ETF (ESN) ETF Analysis | Large Value

KKM Financial LLC · USA
AUM:$214.9M
#– of – in Large Value ETFs

Educational tool only – Figures 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 16.1% over the past year, showing positive momentum.

What is ESN?

The fund is an actively-managed exchange-traded fund ("ETF") that normally invests at least 80% of its net assets in the common stocks of companies that comprise the Essential 40 Stock Index, which measures the investment return of the equity securities of forty blue-chip U. Generally, the adviser anticipates that the fund will hold all forty of the securities that comprise the index in proportion to their weightings in the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ESN delivered 16.1% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 28.3% of the ETF — exposure spread across many positions.
Income Component
Current yield of 0.86% — modest income alongside capital growth potential.
ETF Information
AUM$214.9M
Expense Ratio0.00%
Dividend Yield0.86%
Holdings40
Inception DateJun 2014
Domicile–
Distribution–
Index–
ProviderKKM Financial LLC
Beta0.85
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would ESN affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.4%
1Y
+25.5%
3Y
+4327.1%
5Y
+4327.1%
OpenBook InsightIf you had invested £10,000 in ESN 5 years ago, it would have grown to £442,706 — a gain of £432,706.

Annual Returns

Calendar year performance

ESN delivered positive returns in 3 of the last 5 calendar years.
YearESN
2026 YTD+19.9%
2025+17.0%
2024-3.0%
2016+31.9%
2015+0.0%
CAGR 4yr+10.6%
3/5 positive yearsAvg return: +13.2%Worst year: -3.0% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.1%
Low
Momentum
+4.5%
30-day change
Support Level
20.20
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.