ESBG vs. NFTY

Last updated Apr 2, 2026

Compare and contrast key facts about First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) and First Trust India NIFTY 50 Equal Weight ETF (NFTY).

ESBG and NFTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESBG is an actively managed fund by First Trust. It was launched on Nov 19, 2025. NFTY is a passively managed fund by First Trust that tracks the performance of the NIFTY 50 Equal Weight Index. It was launched on Feb 14, 2012.

Performance

ESBG vs. NFTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) and First Trust India NIFTY 50 Equal Weight ETF (NFTY). The values are adjusted to include any dividend payments, if applicable.

ESBG vs. NFTY - Yearly Performance Comparison

	2026 (YTD)	2025
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF	2.00%	5.72%
NFTY First Trust India NIFTY 50 Equal Weight ETF	-11.54%	-0.99%

Returns By Period

In the year-to-date period, ESBG achieves a 2.00% return, which is significantly higher than NFTY's -11.54% return.

ESBG

• 1D: 1.58%
• 1M: -11.95%
• YTD: 2.00%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

NFTY

• 1D: -0.40%
• 1M: -8.21%
• YTD: -11.54%
• 6M: -8.94%
• 1Y: -5.66%
• 3Y*: 8.12%
• 5Y*: 5.79%
• 10Y*: 7.60%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ESBG vs. NFTY - Expense Ratio Comparison

ESBG has a 0.95% expense ratio, which is higher than NFTY's 0.80% expense ratio.

ESBG

First Trust Enhanced Stocks, Bonds & Gold ETF

NFTY

First Trust India NIFTY 50 Equal Weight ETF

Return for Risk

ESBG vs. NFTY — Risk / Return Rank

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

NFTY

NFTY Risk / Return Rank: 5
NFTY Sharpe Ratio Rank: 6
NFTY Sortino Ratio Rank: 5
NFTY Omega Ratio Rank: 5
NFTY Calmar Ratio Rank: 6
NFTY Martin Ratio Rank: 2

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.

ESBG vs. NFTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) and First Trust India NIFTY 50 Equal Weight ETF (NFTY). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ESBG	NFTY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.36	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.33	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.37	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.85	0.27	+0.58

Correlation

The correlation between ESBG and NFTY is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ESBG vs. NFTY - Dividend Comparison

ESBG's dividend yield for the trailing twelve months is around 0.59%, less than NFTY's 2.00% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF	0.59%	0.24%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NFTY First Trust India NIFTY 50 Equal Weight ETF	2.00%	1.24%	1.61%	0.13%	5.89%	1.53%	0.61%	0.97%	0.00%	4.10%	3.28%	4.39%

Drawdowns

ESBG vs. NFTY - Drawdown Comparison

The maximum ESBG drawdown since its inception was -18.84%, smaller than the maximum NFTY drawdown of -47.67%. Use the drawdown chart below to compare losses from any high point for ESBG and NFTY.

Drawdown Indicators

	ESBG	NFTY	Difference
Max Drawdown Largest peak-to-trough decline	-18.84%	-47.67%	+28.83%
Max Drawdown (1Y) Largest decline over 1 year	—	-16.14%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.55%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-47.67%	—
Current Drawdown Current decline from peak	-13.50%	-19.14%	+5.64%
Average Drawdown Average peak-to-trough decline	-4.28%	-9.51%	+5.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.59%	—

Volatility

Volatility by Period

	ESBG	NFTY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.42%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.42%	—
Volatility (1Y) Calculated over the trailing 1-year period	27.69%	15.79%	+11.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.69%	17.53%	+10.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.69%	20.72%	+6.97%