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BFIT vs. FID
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BFIT and FID is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

BFIT vs. FID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Health & Wellness ETF (BFIT) and First Trust S&P International Dividend Aristocrats ETF (FID). The values are adjusted to include any dividend payments, if applicable.

40.00%45.00%50.00%55.00%60.00%NovemberDecember2025FebruaryMarchApril
48.90%
58.83%
BFIT
FID

Key characteristics

Returns By Period


BFIT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FID

YTD

11.28%

1M

4.45%

6M

6.94%

1Y

19.83%

5Y*

10.17%

10Y*

3.76%

*Annualized

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BFIT vs. FID - Expense Ratio Comparison

BFIT has a 0.50% expense ratio, which is lower than FID's 0.60% expense ratio.


Expense ratio chart for FID: current value is 0.60%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FID: 0.60%
Expense ratio chart for BFIT: current value is 0.50%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BFIT: 0.50%

Risk-Adjusted Performance

BFIT vs. FID — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BFIT

FID
The Risk-Adjusted Performance Rank of FID is 8989
Overall Rank
The Sharpe Ratio Rank of FID is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of FID is 8989
Sortino Ratio Rank
The Omega Ratio Rank of FID is 9090
Omega Ratio Rank
The Calmar Ratio Rank of FID is 9191
Calmar Ratio Rank
The Martin Ratio Rank of FID is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BFIT vs. FID - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Health & Wellness ETF (BFIT) and First Trust S&P International Dividend Aristocrats ETF (FID). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Calmar ratio for BFIT, currently valued at 0.00, compared to the broader market0.002.004.006.008.0010.0012.00
BFIT: 0.00
FID: 1.75


Rolling 12-month Sharpe Ratio-1.000.001.002.00NovemberDecember2025FebruaryMarchApril
1.00
1.58
BFIT
FID

Dividends

BFIT vs. FID - Dividend Comparison

BFIT has not paid dividends to shareholders, while FID's dividend yield for the trailing twelve months is around 3.89%.


TTM20242023202220212020201920182017201620152014
BFIT
Global X Health & Wellness ETF
0.00%0.00%1.56%0.93%0.65%0.52%0.57%0.49%0.87%0.52%0.00%0.00%
FID
First Trust S&P International Dividend Aristocrats ETF
3.89%4.31%4.19%4.22%3.76%3.91%3.70%5.46%4.84%4.82%4.20%5.08%

Drawdowns

BFIT vs. FID - Drawdown Comparison


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-28.69%
0
BFIT
FID

Volatility

BFIT vs. FID - Volatility Comparison

The current volatility for Global X Health & Wellness ETF (BFIT) is 0.00%, while First Trust S&P International Dividend Aristocrats ETF (FID) has a volatility of 8.61%. This indicates that BFIT experiences smaller price fluctuations and is considered to be less risky than FID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%NovemberDecember2025FebruaryMarchApril0
8.61%
BFIT
FID