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GRID vs QCLN

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

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

First Trust

Annual cost

0.56%

Fund size

$10.0B

QCLN

First Trust NASDAQ Clean Edge Green Energy Index Fund

First Trust

Annual cost

0.59%

Fund size

$739M

Key differences

  • GRID is significantly larger than QCLN — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, GRID has delivered higher annualized returns.

Side-by-side comparison

GRIDQCLN
Annual cost (TER)0.56%0.59%
Fund size (AUM)$10.0B$739M
Since20092007
Dividend yield0.79%0.17%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+52.2%+118.3%
CAGR 3Y+26.8%+12.8%
CAGR 5Y+18.8%+3.2%
Sharpe 3Y1.130.42
Volatility 1Y19.42%34.72%
Max drawdown-40.56%-71.73%

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

Similar to GRID and QCLN