First Trust Global Wind Energy ETF
Fund offered by:
First Trust
Ticker: FANsocially responsible
Gender equality score
Gender equality score

48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
84.3
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 125 out of 792 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
15/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Enel SpA
    1.76% of assets
    $6.8M invested
  • 2. SSE PLC
    1.96% of assets
    $7.56M invested
  • 3. EDP - Energias de Portugal SA
    2% of assets
    $7.72M invested
  • 4. AGL Energy Ltd
    1.11% of assets
    $4.3M invested
  • 5. Engie SA
    1.91% of assets
    $7.37M invested
  • 6. Endesa SA
    1.76% of assets
    $6.77M invested
  • 7. Iberdrola SA
    1.7% of assets
    $6.55M invested
  • 8. EDP Renovaveis SA
    3.91% of assets
    $15.06M invested
  • 9. ABB Ltd
    1.89% of assets
    $7.29M invested
  • 10. Acciona SA
    1.78% of assets
    $6.86M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. TransAlta Renewables Inc
    1.86% of assets
    $7.17M invested
  • 2. Northland Power Inc
    6.79% of assets
    $26.19M invested
  • 3. Hexcel Corp
    1.86% of assets
    $7.15M invested
  • 4. Toray Industries Inc
    1.97% of assets
    $7.59M invested
  • 5. China Longyuan Power Group Corp Ltd Class H
    8.44% of assets
    $32.52M invested
  • 6. Siemens Energy AG Ordinary Shares
    1.93% of assets
    $7.44M invested
  • 7. Arcosa Inc
    0.84% of assets
    $3.24M invested
  • 8. BKW AG
    0.91% of assets
    $3.52M invested
  • 9. Prysmian SpA
    1.94% of assets
    $7.49M invested
  • 10. Neoen SA
    0.78% of assets
    $3.02M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on FAN at Morningstar.com
Gender Equality and Returns
Returns chart for First Trust Global Wind Energy ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
FAN
First Trust Global Wind Energy ETF
Family
First Trust
Category
Miscellaneous Sector
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.64% more  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
FAN
First Trust Global Wind Energy ETF
Family
First Trust
Category
Miscellaneous Sector
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.64% more  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
FAN
First Trust Global Wind Energy ETF
Family
First Trust
Category
Miscellaneous Sector
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.64% more  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
FAN - First Trust Global Wind Energy ETF
23%
27%
14%
12%
48  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
37%
18%
15%
12%
48  / 100 points
Fund compared to benchmark
 
-13.85%
9.74%
-0.55%
0.64%
Same
Find more financial data on FAN at Morningstar.com
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