FMTL vs. FTRI
FMTL (First Trust Indxx Critical Metals ETF) and FTRI (First Trust Indxx Global Natural Resources Income ETF) are both exchange-traded funds - FMTL is a Rare Earth & Strategic Metals fund tracking the Indxx Global Critical Metals Index, while FTRI is a Natural Resources fund tracking the Indxx Global Natural Resources Income Index. Both are passively managed. Their correlation of 0.80 suggests significant overlap in exposure. FMTL charges 0.65%/yr vs 0.70%/yr for FTRI.
Performance
FMTL vs. FTRI - Performance Comparison
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Returns By Period
In the year-to-date period, FMTL achieves a 13.89% return, which is significantly higher than FTRI's 2.79% return.
FMTL
- 1D
- 0.81%
- 1M
- -11.71%
- YTD
- 13.89%
- 6M
- 13.30%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FTRI
- 1D
- 0.58%
- 1M
- -6.17%
- YTD
- 2.79%
- 6M
- 0.89%
- 1Y
- 13.87%
- 3Y*
- 12.51%
- 5Y*
- 7.41%
- 10Y*
- 9.99%
FMTL vs. FTRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FMTL First Trust Indxx Critical Metals ETF | 13.89% | 21.85% |
FTRI First Trust Indxx Global Natural Resources Income ETF | 2.79% | 9.22% |
Correlation
The correlation between FMTL and FTRI is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | 0.80 |
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Return for Risk
FMTL vs. FTRI — Risk / Return Rank
FMTL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FTRI
FMTL vs. FTRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx Critical Metals ETF (FMTL) and First Trust Indxx Global Natural Resources Income ETF (FTRI). 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.
| FMTL | FTRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.14 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.82 | — |
| Martin ratioReturn relative to average drawdown | — | 2.63 | — |
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Drawdowns
FMTL vs. FTRI - Drawdown Comparison
The maximum FMTL drawdown since its inception was -22.44%, smaller than the maximum FTRI drawdown of -43.82%. Use the drawdown chart below to compare losses from any high point for FMTL and FTRI.
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Drawdown Indicators
| FMTL | FTRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.44% | -43.82% | +21.38% |
Max Drawdown (1Y)Largest decline over 1 year | — | -17.04% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.04% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.51% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.82% | — |
Current DrawdownCurrent decline from peak | -14.61% | -15.73% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -5.46% | -8.49% | +3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.29% | — |
Volatility
FMTL vs. FTRI - Volatility Comparison
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Volatility by Period
| FMTL | FTRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.34% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.01% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 40.42% | 18.21% | +22.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.42% | 20.79% | +19.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.42% | 21.94% | +18.48% |
FMTL vs. FTRI - Expense Ratio Comparison
FMTL has a 0.65% expense ratio, which is lower than FTRI's 0.70% expense ratio.
Dividends
FMTL vs. FTRI - Dividend Comparison
FMTL's dividend yield for the trailing twelve months is around 1.63%, less than FTRI's 2.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMTL First Trust Indxx Critical Metals ETF | 1.63% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTRI First Trust Indxx Global Natural Resources Income ETF | 2.18% | 2.35% | 4.29% | 6.56% | 8.37% | 6.58% | 3.64% | 6.25% | 4.24% | 3.60% | 2.96% | 0.89% |
Frequently Asked Questions
FMTL and FTRI have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FMTL is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FMTL is cheaper with a 0.65% expense ratio, compared with 0.70% for FTRI.
FTRI has the higher dividend yield at 2.18%, compared with 1.63% for FMTL.
FMTL is categorized as Rare Earth & Strategic Metals, while FTRI is Natural Resources. FMTL tracks Indxx Global Critical Metals Index, while FTRI tracks Indxx Global Natural Resources Income Index. Their fees differ too: 0.65% for FMTL and 0.70% for FTRI.
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