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EXV6.DE vs. GRID
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXV6.DE vs. GRID - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

EXV6.DE is traded in EUR, while GRID is traded in USD. To make them comparable, the GRID values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, EXV6.DE achieves a 13.67% return, which is significantly lower than GRID's 19.63% return. Over the past 10 years, EXV6.DE has underperformed GRID with an annualized return of 13.41%, while GRID has yielded a comparatively higher 17.99% annualized return.


EXV6.DE

1D
-0.90%
1M
-7.75%
6M
4.86%
YTD
13.67%
1Y
55.84%
3Y*
14.31%
5Y*
9.15%
10Y*
13.41%
ALL TIME*
4.47%

GRID

1D
-0.23%
1M
-8.30%
6M
13.52%
YTD
19.63%
1Y
27.43%
3Y*
18.49%
5Y*
15.64%
10Y*
17.99%
ALL TIME*
14.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXV6.DE vs. GRID - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXV6.DE
iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)
13.67%33.18%-8.72%-2.31%9.36%26.74%12.82%22.32%-13.59%22.50%
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
19.63%14.27%22.79%17.93%-8.55%37.20%36.57%46.02%-19.07%11.77%

Correlation

The correlation between EXV6.DE and GRID is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.53

Correlation (3Y)
Calculated over the trailing 3-year period

0.42

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (10Y)
Calculated over the trailing 10-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Nov 17, 2009

0.43

The correlation between EXV6.DE and GRID shifts across timeframes, from 0.37 (5 years) to 0.53 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

EXV6.DE vs. GRID — Risk / Return Rank

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

EXV6.DE
EXV6.DE Risk / Return Rank: 7878
Overall Rank
EXV6.DE Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EXV6.DE Sortino Ratio Rank: 7979
Sortino Ratio Rank
EXV6.DE Omega Ratio Rank: 7676
Omega Ratio Rank
EXV6.DE Calmar Ratio Rank: 7979
Calmar Ratio Rank
EXV6.DE Martin Ratio Rank: 7070
Martin Ratio Rank

GRID
GRID Risk / Return Rank: 4646
Overall Rank
GRID Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
GRID Sortino Ratio Rank: 4040
Sortino Ratio Rank
GRID Omega Ratio Rank: 4141
Omega Ratio Rank
GRID Calmar Ratio Rank: 5757
Calmar Ratio Rank
GRID Martin Ratio Rank: 5151
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.

EXV6.DE vs. GRID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EXV6.DEGRIDDifference
Sharpe ratioReturn per unit of total volatility

+0.71

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.33

1.24

+0.10

Calmar ratioReturn relative to maximum drawdown

3.02

2.78

+0.24

Martin ratioReturn relative to average drawdown

9.30

8.23

+1.07

EXV6.DE vs. GRID - Sharpe Ratio Comparison

The current EXV6.DE Sharpe Ratio is 2.04, which is higher than the GRID Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of EXV6.DE and GRID, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EXV6.DE vs. GRID - Drawdown Comparison

The maximum EXV6.DE drawdown since its inception was -73.84%, which is greater than GRID's maximum drawdown of -41.27%. Use the drawdown chart below to compare losses from any high point for EXV6.DE and GRID.


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Drawdown Indicators


EXV6.DEGRIDDifference

Max Drawdown

Largest peak-to-trough decline

-73.84%

-41.27%

-32.57%

Max Drawdown (1Y)

Largest decline over 1 year

-18.40%

-9.90%

-8.50%

Max Drawdown (3Y)

Largest decline over 3 years

-33.37%

-24.27%

-9.10%

Max Drawdown (5Y)

Largest decline over 5 years

-37.26%

-24.27%

-12.99%

Max Drawdown (10Y)

Largest decline over 10 years

-45.38%

-41.27%

-4.11%

Current Drawdown

Current decline from peak

-16.27%

-9.90%

-6.37%

Average Drawdown

Average peak-to-trough decline

-31.23%

-7.09%

-24.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.98%

3.34%

+2.64%

Volatility

EXV6.DE vs. GRID - Volatility Comparison

iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) has a higher volatility of 8.93% compared to First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) at 8.45%. This indicates that EXV6.DE's price experiences larger fluctuations and is considered to be riskier than GRID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXV6.DEGRIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.93%

8.45%

+0.48%

Volatility (6M)

Calculated over the trailing 6-month period

23.93%

17.72%

+6.21%

Volatility (1Y)

Calculated over the trailing 1-year period

27.31%

20.73%

+6.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.44%

19.93%

+6.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.22%

22.10%

+5.12%

EXV6.DE vs. GRID - Expense Ratio Comparison

EXV6.DE has a 0.46% expense ratio, which is lower than GRID's 0.70% expense ratio.


Dividends

EXV6.DE vs. GRID - Dividend Comparison

EXV6.DE's dividend yield for the trailing twelve months is around 1.81%, more than GRID's 0.81% yield.


PositionTTM20252024202320222021202020192018201720162015
EXV6.DE
iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)
1.81%1.95%3.23%3.57%6.02%5.15%2.86%5.56%2.93%2.14%1.80%5.20%
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0.81%1.01%1.06%1.23%1.26%0.63%0.68%1.26%1.28%1.07%1.07%1.23%

Frequently Asked Questions


EXV6.DE and GRID have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EXV6.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EXV6.DE is cheaper with a 0.46% expense ratio, compared with 0.70% for GRID.

EXV6.DE is categorized as Industrials Equities, while GRID is Alternative Energy Equities. EXV6.DE tracks STOXX® Europe 600 Basic Resources, while GRID tracks Nasdaq Clean Edge Smart Grid Infrastructure Index. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.46% for EXV6.DE and 0.70% for GRID.

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