FID vs. BFIT
Compare and contrast key facts about First Trust S&P International Dividend Aristocrats ETF (FID) and Global X Health & Wellness ETF (BFIT).
FID and BFIT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FID is a passively managed fund by First Trust that tracks the performance of the S&P International Dividend Aristocrats Index. It was launched on Aug 23, 2013. BFIT is a passively managed fund by Global X that tracks the performance of the Indxx Global Health & Wellness Thematic Index. It was launched on May 9, 2016. Both FID and BFIT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FID or BFIT.
Key characteristics
| FID | BFIT |
|---|
Correlation
The correlation between FID and BFIT is 0.43, 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.
Performance
FID vs. BFIT - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
FID vs. BFIT - Dividend Comparison
FID's dividend yield for the trailing twelve months is around 4.13%, while BFIT has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FID First Trust S&P International Dividend Aristocrats ETF | 4.13% | 4.19% | 4.22% | 3.76% | 3.91% | 3.70% | 5.46% | 4.84% | 4.82% | 4.20% | 5.08% | 5.13% |
BFIT Global X Health & Wellness ETF | 1.18% | 1.56% | 0.93% | 0.65% | 0.52% | 0.57% | 0.49% | 0.87% | 0.52% | 0.00% | 0.00% | 0.00% |
Drawdowns
FID vs. BFIT - Drawdown Comparison
Volatility
FID vs. BFIT - Volatility Comparison
First Trust S&P International Dividend Aristocrats ETF (FID) has a higher volatility of 3.72% compared to Global X Health & Wellness ETF (BFIT) at 0.00%. This indicates that FID's price experiences larger fluctuations and is considered to be riskier than BFIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.