FINX vs. CRT
Compare and contrast key facts about Global X FinTech ETF (FINX) and Cross Timbers Royalty Trust (CRT).
FINX is a passively managed fund by Global X that tracks the performance of the Indxx Global FinTech Thematic Index. It was launched on Sep 12, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINX or CRT.
Key characteristics
| FINX | CRT | |
|---|---|---|
| YTD Return | 27.28% | -39.20% |
| 1Y Return | 56.64% | -44.36% |
| 3Y Return (Ann) | -12.27% | -1.84% |
| 5Y Return (Ann) | 2.91% | 14.31% |
| Sharpe Ratio | 2.71 | -1.14 |
| Sortino Ratio | 3.54 | -1.78 |
| Omega Ratio | 1.43 | 0.78 |
| Calmar Ratio | 1.07 | -0.68 |
| Martin Ratio | 10.99 | -1.30 |
| Ulcer Index | 5.69% | 34.57% |
| Daily Std Dev | 23.12% | 39.60% |
| Max Drawdown | -63.53% | -83.46% |
| Current Drawdown | -34.74% | -61.57% |
Correlation
The correlation between FINX and CRT is 0.17, 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.
Performance
FINX vs. CRT - Performance Comparison
In the year-to-date period, FINX achieves a 27.28% return, which is significantly higher than CRT's -39.20% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
FINX vs. CRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X FinTech ETF (FINX) and Cross Timbers Royalty Trust (CRT). 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
FINX vs. CRT - Dividend Comparison
FINX's dividend yield for the trailing twelve months is around 0.18%, less than CRT's 10.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINX Global X FinTech ETF | 0.18% | 0.21% | 0.27% | 5.40% | 0.00% | 0.00% | 0.18% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
CRT Cross Timbers Royalty Trust | 10.79% | 10.97% | 7.69% | 9.70% | 9.44% | 10.05% | 13.08% | 6.86% | 5.90% | 10.41% | 15.33% | 7.88% |
Drawdowns
FINX vs. CRT - Drawdown Comparison
The maximum FINX drawdown since its inception was -63.53%, smaller than the maximum CRT drawdown of -83.46%. Use the drawdown chart below to compare losses from any high point for FINX and CRT. For additional features, visit the drawdowns tool.
Volatility
FINX vs. CRT - Volatility Comparison
The current volatility for Global X FinTech ETF (FINX) is 7.67%, while Cross Timbers Royalty Trust (CRT) has a volatility of 8.47%. This indicates that FINX experiences smaller price fluctuations and is considered to be less risky than CRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.