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GRID vs ISHP

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund vs First Trust S-Network Global E-Commerce ETF

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

First Trust

Annual cost

0.56%

Fund size

$10.0B

ISHP

First Trust S-Network Global E-Commerce ETF

First Trust

Annual cost

0.60%

Fund size

$5M

Key differences

  • GRID is significantly larger than ISHP — larger funds tend to be more liquid and less likely to close.
  • GRID covers north america markets; ISHP covers global.
  • 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

GRIDISHP
Annual cost (TER)0.56%0.60%
Fund size (AUM)$10.0B$5M
Since20092016
Dividend yield0.79%1.49%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+52.2%-9.1%
CAGR 3Y+26.8%+11.1%
CAGR 5Y+18.8%+2.5%
Sharpe 3Y1.130.44
Volatility 1Y19.42%17.08%
Max drawdown-40.56%-47.57%

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

Similar to GRID and ISHP