BFIT vs. FID
Compare and contrast key facts about Global X Health & Wellness ETF (BFIT) and First Trust S&P International Dividend Aristocrats ETF (FID).
BFIT and FID are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BFIT is a passively managed fund by Global X that tracks the performance of the Indxx Global Health & Wellness Thematic Index. It was launched on May 9, 2016. FID is a passively managed fund by First Trust that tracks the performance of the S&P International Dividend Aristocrats Index. It was launched on Aug 23, 2013. Both BFIT and FID are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFIT or FID.
Key characteristics
| BFIT | FID |
|---|
Correlation
The correlation between BFIT and FID is 0.43, 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.
Performance
BFIT vs. FID - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BFIT vs. FID - Expense Ratio Comparison
BFIT has a 0.50% expense ratio, which is lower than FID's 0.60% expense ratio.
Risk-Adjusted Performance
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.
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 4.16%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFIT Global X Health & Wellness ETF | 1.18% | 1.56% | 0.93% | 0.65% | 0.52% | 0.57% | 0.49% | 0.87% | 0.52% | 0.00% | 0.00% | 0.00% |
FID First Trust S&P International Dividend Aristocrats ETF | 4.16% | 4.19% | 4.22% | 3.76% | 3.91% | 3.70% | 5.46% | 4.84% | 4.82% | 4.20% | 5.08% | 5.13% |
Drawdowns
BFIT vs. FID - Drawdown Comparison
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 3.44%. 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.