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FSIG
+0.02 · +0.11%
$19.18 · NYSE ARCA

First Trust Exchange-Traded Fund IV (FSIG) ETF Analysis | Short-Term Bond

First Trust · USA
AUM:$1.5B
#– of – in Short-Term Bond 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 6.2% 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 FSIG?

Under normal market conditions, the fund seeks to invest at least 80% of its net assets (plus any borrowings for investment purposes) in investment grade corporate debt securities. Under normal market conditions, the fund adviser seeks to construct a portfolio that has a weighted average duration of +/- one year of the Bloomberg U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
FSIG returned 6.2% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.55%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 20.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.5B
Expense Ratio0.55%
Dividend Yield4.55%
Holdings86
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.46
CategoryShort-Term Bond
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
-1.8%
1Y
+1.0%
3Y
+14.5%
5Y
+12.1%
OpenBook InsightIf you had invested £10,000 in FSIG 5 years ago, it would have grown to £11,207 — a gain of £1,207.

Annual Returns

Calendar year performance

FSIG delivered positive returns in 3 of the last 5 calendar years.
YearFSIG
2026 YTD-1.1%
2025+7.1%
2024+4.4%
2023+6.0%
2022-4.2%
CAGR 4yr+3.2%
3/5 positive yearsAvg return: +2.4%Worst year: -4.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.7%
Low
Momentum
-0.6%
30-day change
Support Level
18.76
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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