FTRI vs. DYNF
Compare and contrast key facts about First Trust Indxx Global Natural Resources Income ETF (FTRI) and BlackRock U.S. Equity Factor Rotation ETF (DYNF).
FTRI and DYNF 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. DYNF is an actively managed fund by Blackrock Financial Management. It was launched on Mar 19, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRI or DYNF.
Correlation
The correlation between FTRI and DYNF is 0.55, 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
FTRI vs. DYNF - Performance Comparison
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Key characteristics
FTRI:
0.03
DYNF:
0.87
FTRI:
0.14
DYNF:
1.39
FTRI:
1.02
DYNF:
1.20
FTRI:
0.00
DYNF:
0.99
FTRI:
0.02
DYNF:
3.67
FTRI:
6.05%
DYNF:
5.05%
FTRI:
19.62%
DYNF:
19.76%
FTRI:
-79.58%
DYNF:
-34.72%
FTRI:
-47.34%
DYNF:
-2.38%
Returns By Period
In the year-to-date period, FTRI achieves a 12.02% return, which is significantly higher than DYNF's 2.35% return.
FTRI
12.02%
3.31%
6.82%
-0.09%
14.52%
1.45%
DYNF
2.35%
13.80%
2.23%
16.80%
18.08%
N/A
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FTRI vs. DYNF - Expense Ratio Comparison
FTRI has a 0.70% expense ratio, which is higher than DYNF's 0.30% expense ratio.
Risk-Adjusted Performance
FTRI vs. DYNF — Risk-Adjusted Performance Rank
FTRI
DYNF
FTRI vs. DYNF - 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 BlackRock U.S. Equity Factor Rotation ETF (DYNF). 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. DYNF - Dividend Comparison
FTRI's dividend yield for the trailing twelve months is around 3.61%, more than DYNF's 0.89% 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% |
DYNF BlackRock U.S. Equity Factor Rotation ETF | 0.89% | 0.66% | 1.11% | 1.65% | 5.24% | 1.52% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTRI vs. DYNF - Drawdown Comparison
The maximum FTRI drawdown since its inception was -79.58%, which is greater than DYNF's maximum drawdown of -34.72%. Use the drawdown chart below to compare losses from any high point for FTRI and DYNF. For additional features, visit the drawdowns tool.
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Volatility
FTRI vs. DYNF - Volatility Comparison
The current volatility for First Trust Indxx Global Natural Resources Income ETF (FTRI) is 4.28%, while BlackRock U.S. Equity Factor Rotation ETF (DYNF) has a volatility of 5.28%. This indicates that FTRI experiences smaller price fluctuations and is considered to be less risky than DYNF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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