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GRID vs FRNW

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund vs Fidelity Clean Energy ETF

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

First Trust

Annual cost

0.56%

Fund size

$10.0B

FRNW

Fidelity Clean Energy ETF

Fidelity Investments

Annual cost

0.39%

Fund size

$141M

Key differences

  • FRNW costs 0.17% less per year.
  • GRID is significantly larger than FRNW — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, GRID has delivered higher annualized returns.
  • GRID has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GRIDFRNW
Annual cost (TER)0.56%0.39%
Fund size (AUM)$10.0B$141M
Since20092021
Dividend yield0.79%1.01%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+52.2%+95.5%
CAGR 3Y+26.8%+10.6%
CAGR 5Y+18.8%N/A
Sharpe 3Y1.130.38
Volatility 1Y19.42%25.46%
Max drawdown-40.56%-59.37%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GRID and FRNW