PortfoliosLab logo
FID vs. BFIT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FID and BFIT is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

FID vs. BFIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust S&P International Dividend Aristocrats ETF (FID) and Global X Health & Wellness ETF (BFIT). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period


FID

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BFIT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FID vs. BFIT - Expense Ratio Comparison

FID has a 0.60% expense ratio, which is higher than BFIT's 0.50% expense ratio.


Risk-Adjusted Performance

FID vs. BFIT — Risk-Adjusted Performance Rank

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

FID
The Risk-Adjusted Performance Rank of FID is 8888
Overall Rank
The Sharpe Ratio Rank of FID is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of FID is 8888
Sortino Ratio Rank
The Omega Ratio Rank of FID is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FID is 9292
Calmar Ratio Rank
The Martin Ratio Rank of FID is 8484
Martin Ratio Rank

BFIT
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FID vs. BFIT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust S&P International Dividend Aristocrats ETF (FID) and Global X Health & Wellness ETF (BFIT). 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.



Loading data...

Dividends

FID vs. BFIT - Dividend Comparison

FID's dividend yield for the trailing twelve months is around 3.87%, while BFIT has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FID
First Trust S&P International Dividend Aristocrats ETF
3.87%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BFIT
Global X Health & Wellness ETF
0.00%0.00%1.56%0.93%0.65%0.52%0.57%0.49%0.87%0.52%0.00%0.00%

Drawdowns

FID vs. BFIT - Drawdown Comparison


Loading data...

Volatility

FID vs. BFIT - Volatility Comparison


Loading data...