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GRID vs ICLN

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

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

First Trust

Annual cost

0.56%

Fund size

$10.0B

ICLN

iShares Global Clean Energy ETF

iShares

Annual cost

0.39%

Fund size

$2.5B

Key differences

  • ICLN costs 0.17% less per year.
  • GRID is significantly larger than ICLN — larger funds tend to be more liquid and less likely to close.
  • GRID covers north america markets; ICLN covers global.
  • Over the last 3 years, GRID has delivered higher annualized returns.

Side-by-side comparison

GRIDICLN
Annual cost (TER)0.56%0.39%
Fund size (AUM)$10.0B$2.5B
Since20092008
Dividend yield0.79%1.30%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+52.2%+87.9%
CAGR 3Y+26.8%+9.3%
CAGR 5Y+18.8%+2.5%
Sharpe 3Y1.130.34
Volatility 1Y19.42%25.93%
Max drawdown-40.56%-66.75%

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

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