FTRI vs. IETC
Compare and contrast key facts about First Trust Indxx Global Natural Resources Income ETF (FTRI) and iShares Evolved U.S. Technology ETF (IETC).
FTRI and IETC 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. IETC is an actively managed fund by iShares. It was launched on Mar 21, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRI or IETC.
Correlation
The correlation between FTRI and IETC 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. IETC - Performance Comparison
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Key characteristics
FTRI:
0.03
IETC:
0.88
FTRI:
0.14
IETC:
1.43
FTRI:
1.02
IETC:
1.20
FTRI:
0.00
IETC:
1.05
FTRI:
0.02
IETC:
3.54
FTRI:
6.05%
IETC:
7.46%
FTRI:
19.62%
IETC:
27.99%
FTRI:
-79.58%
IETC:
-38.48%
FTRI:
-47.34%
IETC:
-2.42%
Returns By Period
In the year-to-date period, FTRI achieves a 12.02% return, which is significantly higher than IETC's 2.91% return.
FTRI
12.02%
3.31%
6.82%
-0.09%
14.52%
1.45%
IETC
2.91%
22.43%
8.67%
24.80%
21.08%
N/A
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FTRI vs. IETC - Expense Ratio Comparison
FTRI has a 0.70% expense ratio, which is higher than IETC's 0.18% expense ratio.
Risk-Adjusted Performance
FTRI vs. IETC — Risk-Adjusted Performance Rank
FTRI
IETC
FTRI vs. IETC - 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 iShares Evolved U.S. Technology ETF (IETC). 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. IETC - Dividend Comparison
FTRI's dividend yield for the trailing twelve months is around 3.61%, more than IETC's 0.49% 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% |
IETC iShares Evolved U.S. Technology ETF | 0.49% | 0.52% | 0.79% | 0.92% | 0.73% | 0.48% | 0.79% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTRI vs. IETC - Drawdown Comparison
The maximum FTRI drawdown since its inception was -79.58%, which is greater than IETC's maximum drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for FTRI and IETC. For additional features, visit the drawdowns tool.
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Volatility
FTRI vs. IETC - Volatility Comparison
The current volatility for First Trust Indxx Global Natural Resources Income ETF (FTRI) is 4.28%, while iShares Evolved U.S. Technology ETF (IETC) has a volatility of 7.90%. This indicates that FTRI experiences smaller price fluctuations and is considered to be less risky than IETC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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