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FAN vs. ROBT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FAN vs. ROBT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Global Wind Energy ETF (FAN) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). The values are adjusted to include any dividend payments, if applicable.

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FAN vs. ROBT - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FAN
First Trust Global Wind Energy ETF
20.86%40.38%-8.96%-3.20%-13.12%-11.63%61.16%31.22%-10.62%
ROBT
First Trust Nasdaq Artificial Intelligence & Robotics ETF
-11.00%15.16%-0.41%27.77%-34.94%9.91%46.18%34.28%-13.98%

Returns By Period

In the year-to-date period, FAN achieves a 20.86% return, which is significantly higher than ROBT's -11.00% return.


FAN

1D
3.78%
1M
1.10%
YTD
20.86%
6M
29.13%
1Y
67.06%
3Y*
13.10%
5Y*
3.29%
10Y*
10.21%

ROBT

1D
4.15%
1M
-9.19%
YTD
-11.00%
6M
-12.72%
1Y
13.50%
3Y*
2.99%
5Y*
-2.47%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FAN vs. ROBT - Expense Ratio Comparison

FAN has a 0.62% expense ratio, which is lower than ROBT's 0.65% expense ratio.


Return for Risk

FAN vs. ROBT — Risk / Return Rank

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

FAN
FAN Risk / Return Rank: 9797
Overall Rank
FAN Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FAN Sortino Ratio Rank: 9797
Sortino Ratio Rank
FAN Omega Ratio Rank: 9797
Omega Ratio Rank
FAN Calmar Ratio Rank: 9898
Calmar Ratio Rank
FAN Martin Ratio Rank: 9898
Martin Ratio Rank

ROBT
ROBT Risk / Return Rank: 2828
Overall Rank
ROBT Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
ROBT Sortino Ratio Rank: 3232
Sortino Ratio Rank
ROBT Omega Ratio Rank: 2929
Omega Ratio Rank
ROBT Calmar Ratio Rank: 2626
Calmar Ratio Rank
ROBT Martin Ratio Rank: 2626
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.

FAN vs. ROBT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Global Wind Energy ETF (FAN) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). 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.


FANROBTDifference

Sharpe ratio

Return per unit of total volatility

3.14

0.49

+2.66

Sortino ratio

Return per unit of downside risk

3.78

0.89

+2.89

Omega ratio

Gain probability vs. loss probability

1.54

1.11

+0.43

Calmar ratio

Return relative to maximum drawdown

6.05

0.55

+5.50

Martin ratio

Return relative to average drawdown

23.11

1.78

+21.34

FAN vs. ROBT - Sharpe Ratio Comparison

The current FAN Sharpe Ratio is 3.14, which is higher than the ROBT Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of FAN and ROBT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FANROBTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.14

0.49

+2.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

-0.10

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.23

-0.19

Correlation

The correlation between FAN and ROBT is 0.66, 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.


Dividends

FAN vs. ROBT - Dividend Comparison

FAN's dividend yield for the trailing twelve months is around 1.03%, while ROBT has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
FAN
First Trust Global Wind Energy ETF
1.03%1.35%1.52%1.71%1.50%1.79%0.84%2.42%2.67%2.59%6.04%2.35%
ROBT
First Trust Nasdaq Artificial Intelligence & Robotics ETF
0.00%0.00%0.68%0.23%0.35%0.06%0.17%0.42%0.44%0.00%0.00%0.00%

Drawdowns

FAN vs. ROBT - Drawdown Comparison

The maximum FAN drawdown since its inception was -79.84%, which is greater than ROBT's maximum drawdown of -44.47%. Use the drawdown chart below to compare losses from any high point for FAN and ROBT.


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Drawdown Indicators


FANROBTDifference

Max Drawdown

Largest peak-to-trough decline

-79.84%

-44.47%

-35.37%

Max Drawdown (1Y)

Largest decline over 1 year

-10.66%

-21.66%

+11.00%

Max Drawdown (5Y)

Largest decline over 5 years

-39.47%

-43.26%

+3.79%

Max Drawdown (10Y)

Largest decline over 10 years

-46.29%

Current Drawdown

Current decline from peak

0.00%

-21.09%

+21.09%

Average Drawdown

Average peak-to-trough decline

-45.45%

-16.09%

-29.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

6.73%

-3.94%

Volatility

FAN vs. ROBT - Volatility Comparison

First Trust Global Wind Energy ETF (FAN) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) have volatilities of 8.69% and 8.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FANROBTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.69%

8.78%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

14.55%

18.22%

-3.67%

Volatility (1Y)

Calculated over the trailing 1-year period

21.50%

27.73%

-6.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.26%

25.00%

-3.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.98%

25.50%

-4.52%