FTRI vs. BGLD
Compare and contrast key facts about First Trust Indxx Global Natural Resources Income ETF (FTRI) and FT Cboe Vest Gold Strategy Quarterly Buffer ETF (BGLD).
FTRI and BGLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTRI is a passively managed fund by First Trust that tracks the performance of the Indxx Global Natural Resources Income Index. It was launched on Mar 11, 2010. BGLD is an actively managed fund by First Trust. It was launched on Jan 20, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRI or BGLD.
Correlation
The correlation between FTRI and BGLD is 0.14, 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
FTRI vs. BGLD - Performance Comparison
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Key characteristics
FTRI:
0.03
BGLD:
2.84
FTRI:
0.14
BGLD:
3.76
FTRI:
1.02
BGLD:
1.53
FTRI:
0.00
BGLD:
5.97
FTRI:
0.02
BGLD:
25.16
FTRI:
6.05%
BGLD:
1.23%
FTRI:
19.62%
BGLD:
10.84%
FTRI:
-79.58%
BGLD:
-16.19%
FTRI:
-47.34%
BGLD:
-0.79%
Returns By Period
In the year-to-date period, FTRI achieves a 12.02% return, which is significantly lower than BGLD's 15.77% return.
FTRI
12.02%
3.31%
6.82%
-0.09%
14.52%
1.45%
BGLD
15.77%
0.00%
18.85%
30.64%
N/A
N/A
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FTRI vs. BGLD - Expense Ratio Comparison
FTRI has a 0.70% expense ratio, which is lower than BGLD's 0.90% expense ratio.
Risk-Adjusted Performance
FTRI vs. BGLD — Risk-Adjusted Performance Rank
FTRI
BGLD
FTRI vs. BGLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx Global Natural Resources Income ETF (FTRI) and FT Cboe Vest Gold Strategy Quarterly Buffer ETF (BGLD). 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.
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Dividends
FTRI vs. BGLD - Dividend Comparison
FTRI's dividend yield for the trailing twelve months is around 3.61%, less than BGLD's 21.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRI First Trust Indxx Global Natural Resources Income ETF | 3.61% | 4.29% | 6.56% | 8.37% | 6.58% | 3.64% | 6.25% | 4.24% | 3.60% | 2.96% | 1.21% | 3.29% |
BGLD FT Cboe Vest Gold Strategy Quarterly Buffer ETF | 21.63% | 25.04% | 10.49% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTRI vs. BGLD - Drawdown Comparison
The maximum FTRI drawdown since its inception was -79.58%, which is greater than BGLD's maximum drawdown of -16.19%. Use the drawdown chart below to compare losses from any high point for FTRI and BGLD. For additional features, visit the drawdowns tool.
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Volatility
FTRI vs. BGLD - Volatility Comparison
First Trust Indxx Global Natural Resources Income ETF (FTRI) has a higher volatility of 4.28% compared to FT Cboe Vest Gold Strategy Quarterly Buffer ETF (BGLD) at 2.15%. This indicates that FTRI's price experiences larger fluctuations and is considered to be riskier than BGLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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