EKG vs. SCHB

In the year-to-date period, EKG achieves a 0.54% return, which is significantly higher than SCHB's 0.38% return.

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EKG has a 0.65% expense ratio, which is higher than SCHB's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) and Schwab U.S. Broad Market ETF (SCHB). 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 current EKG Sharpe Ratio is 0.30, which is lower than the SCHB Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of EKG and SCHB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EKG has not paid dividends to shareholders, while SCHB's dividend yield for the trailing twelve months is around 1.25%.

The maximum EKG drawdown since its inception was -43.82%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for EKG and SCHB.

First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) has a higher volatility of 7.45% compared to Schwab U.S. Broad Market ETF (SCHB) at 4.85%. This indicates that EKG's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.