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GRID vs FTXO

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund vs First Trust Nasdaq Bank ETF

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

First Trust

Annual cost

0.56%

Fund size

$10.0B

FTXO

First Trust Nasdaq Bank ETF

First Trust

Annual cost

0.60%

Fund size

$314M

Key differences

  • GRID is significantly larger than FTXO — larger funds tend to be more liquid and less likely to close.
  • GRID has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GRIDFTXO
Annual cost (TER)0.56%0.60%
Fund size (AUM)$10.0B$314M
Since20092016
Dividend yield0.79%1.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+52.2%+27.3%
CAGR 3Y+26.8%+26.2%
CAGR 5Y+18.8%+5.9%
Sharpe 3Y1.130.92
Volatility 1Y19.42%20.76%
Max drawdown-40.56%-55.25%

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

Similar to GRID and FTXO