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ISIN
US33740F5659
CUSIP
33740F565
Inception Date
May 25, 2021
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Equity
Assets Under Management
$287M

Share Price Chart


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Performance

ILDR Performance Chart

First Trust Innovation Leaders ETF (ILDR) is up 22.9% since the beginning of the year. ILDR is currently trading at $41 per share. Investors who bought $1,000 worth of ILDR shares 5 years ago would now be looking at an investment worth $2,007.


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S&P 500 Index

Returns By Period

First Trust Innovation Leaders ETF (ILDR) has returned 22.89% so far this year and 50.47% over the past 12 months.


First Trust Innovation Leaders ETF

1D
0.80%
1M
15.99%
YTD
22.89%
6M
24.01%
1Y
50.47%
3Y*
31.91%
5Y*
14.95%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ILDR Monthly Returns History

Based on dividend-adjusted daily data since May 26, 2021, ILDR's average daily return is +0.07%, while the average monthly return is +1.34%. At this rate, an investment would double in approximately 4.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2026 with a return of +16.7%, while the worst month was Apr 2022 at -17.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ILDR closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +12.1%, while the worst single day was Apr 4, 2025 at -6.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.29%-5.39%-4.31%16.70%14.55%1.83%22.89%
20256.05%-4.10%-10.18%3.41%10.93%10.02%3.35%-0.53%7.04%6.08%-4.25%0.27%29.22%
20242.35%8.74%1.65%-6.21%3.30%8.50%-2.24%3.14%2.89%0.97%7.29%-3.26%29.31%
20239.84%-1.09%4.93%-1.60%7.92%5.96%3.86%-3.03%-6.11%-4.48%13.65%5.80%39.34%
2022-13.11%-2.00%2.78%-17.22%-5.49%-7.58%12.01%-0.90%-7.82%3.23%3.62%-6.07%-34.95%
20210.45%8.31%-0.25%4.17%-5.56%4.80%-3.39%-0.74%7.29%

Benchmark Metrics

First Trust Innovation Leaders ETF has an annualized alpha of -1.18%, beta of 1.38, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since May 27, 2021.

  • This ETF captured 132.03% of S&P 500 Index gains and 122.18% of its losses - amplifying both gains and losses, but participating more in upside than downside.

Alpha
-1.18%
Beta
1.38
0.80
Upside Capture
132.03%
Downside Capture
122.18%

Expense Ratio

ILDR has an expense ratio of 0.75%, placing it in the medium range.


Return for Risk

Risk / Return Rank

ILDR ranks 62 for risk / return — better than 62% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ILDR Risk / Return Rank: 6262
Overall Rank
ILDR Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
ILDR Sortino Ratio Rank: 6565
Sortino Ratio Rank
ILDR Omega Ratio Rank: 6363
Omega Ratio Rank
ILDR Calmar Ratio Rank: 5656
Calmar Ratio Rank
ILDR Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for First Trust Innovation Leaders ETF (ILDR) and compare them to S&P 500 Index.


ILDRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.41

2.39

+0.02

Sortino ratio

Return per unit of downside risk

3.09

3.25

-0.16

Omega ratio

Gain probability vs. loss probability

1.39

1.43

-0.04

Calmar ratio

Return relative to maximum drawdown

2.87

3.11

-0.25

Martin ratio

Return relative to average drawdown

9.59

14.38

-4.80

Dividends

Dividend History

First Trust Innovation Leaders ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.05%0.10%0.15%$0.00$0.01$0.01$0.02$0.02$0.03$0.03$0.0420212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.00$0.00$0.00$0.00$0.00$0.03

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.16%

Monthly Dividends

The table displays the monthly dividend distributions for First Trust Innovation Leaders ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.03$0.03

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the First Trust Innovation Leaders ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Trust Innovation Leaders ETF was 44.61%, occurring on Jun 16, 2022. Recovery took 513 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-44.61%Jun 2022
7mo2y 18d
2y 7moNov 2021 - Jul 2024
2025 selloff2025
-26.43%Apr 2025
1mo 18d2mo 5d
3mo 23dFeb 2025 - Jun 2025
2026 correction2026
-17.70%Mar 2026
5mo 1d23d
5mo 24dOct 2025 - Apr 2026
2024 correction2024
-13.41%Aug 2024
19d1mo 20d
2mo 9dJul 2024 - Sep 2024
2021 pullback2021
-9.31%Oct 2021
27d1mo 1d
1mo 28dSep 2021 - Nov 2021

Drawdown Indicators


ILDRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-44.61%

-56.78%

+12.17%

Max Drawdown (1Y)

Largest decline over 1 year

-17.70%

-9.10%

-8.60%

Max Drawdown (3Y)

Largest decline over 3 years

-26.43%

-18.90%

-7.53%

Max Drawdown (5Y)

Largest decline over 5 years

-44.61%

-25.43%

-19.18%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-14.99%

-10.72%

-4.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.28%

1.97%

+3.31%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with ILDR

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