FTRI vs. XLB

Last updated Apr 2, 2026

Compare and contrast key facts about First Trust Indxx Global Natural Resources Income ETF (FTRI) and Materials Select Sector SPDR ETF (XLB).

FTRI and XLB 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. XLB is a passively managed fund by State Street that tracks the performance of the Materials Select Sector Index. It was launched on Dec 16, 1998. Both FTRI and XLB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

FTRI vs. XLB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Indxx Global Natural Resources Income ETF (FTRI) and Materials Select Sector SPDR ETF (XLB). The values are adjusted to include any dividend payments, if applicable.

FTRI vs. XLB - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FTRI First Trust Indxx Global Natural Resources Income ETF	15.22%	33.62%	-3.93%	1.53%	7.49%	25.29%	-0.79%	21.97%	-8.34%	11.77%
XLB Materials Select Sector SPDR ETF	11.76%	9.94%	0.15%	12.46%	-12.30%	27.44%	20.46%	24.13%	-14.88%	24.01%

Returns By Period

In the year-to-date period, FTRI achieves a 15.22% return, which is significantly higher than XLB's 11.76% return. Over the past 10 years, FTRI has outperformed XLB with an annualized return of 11.56%, while XLB has yielded a comparatively lower 10.55% annualized return.

FTRI

• 1D: 0.75%
• 1M: -5.54%
• YTD: 15.22%
• 6M: 21.02%
• 1Y: 38.78%
• 3Y*: 15.31%
• 5Y*: 11.97%
• 10Y*: 11.56%

XLB

• 1D: 0.98%
• 1M: -4.82%
• YTD: 11.76%
• 6M: 14.90%
• 1Y: 19.23%
• 3Y*: 9.89%
• 5Y*: 7.00%
• 10Y*: 10.55%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FTRI vs. XLB - Expense Ratio Comparison

FTRI has a 0.70% expense ratio, which is higher than XLB's 0.13% expense ratio.

FTRI

First Trust Indxx Global Natural Resources Income ETF

XLB

Materials Select Sector SPDR ETF

Return for Risk

FTRI vs. XLB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTRI

FTRI Risk / Return Rank: 88
FTRI Sharpe Ratio Rank: 88
FTRI Sortino Ratio Rank: 87
FTRI Omega Ratio Rank: 86
FTRI Calmar Ratio Rank: 87
FTRI Martin Ratio Rank: 90

XLB

XLB Risk / Return Rank: 48
XLB Sharpe Ratio Rank: 49
XLB Sortino Ratio Rank: 51
XLB Omega Ratio Rank: 45
XLB Calmar Ratio Rank: 50
XLB Martin Ratio Rank: 47

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FTRI vs. XLB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx Global Natural Resources Income ETF (FTRI) and Materials Select Sector SPDR ETF (XLB). 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.

	FTRI	XLB	Difference
Sharpe ratio Return per unit of total volatility	1.90	0.92	+0.98
Sortino ratio Return per unit of downside risk	2.43	1.42	+1.01
Omega ratio Gain probability vs. loss probability	1.36	1.18	+0.17
Calmar ratio Return relative to maximum drawdown	2.93	1.34	+1.59
Martin ratio Return relative to average drawdown	12.73	4.67	+8.06
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FTRI vs. XLB - Sharpe Ratio Comparison

The current FTRI Sharpe Ratio is 1.90, which is higher than the XLB Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of FTRI and XLB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FTRI	XLB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.90	0.92	+0.98
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.57	0.37	+0.20
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	0.51	+0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.51	0.36	+0.15

Correlation

The correlation between FTRI and XLB is 0.65, 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.

Dividends

FTRI vs. XLB - Dividend Comparison

FTRI's dividend yield for the trailing twelve months is around 2.25%, more than XLB's 1.73% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FTRI First Trust Indxx Global Natural Resources Income ETF	2.25%	2.35%	4.29%	6.56%	8.37%	6.58%	3.64%	6.25%	4.24%	3.60%	2.96%	0.89%
XLB Materials Select Sector SPDR ETF	1.73%	1.92%	1.92%	2.00%	2.26%	1.62%	1.72%	1.98%	2.20%	1.66%	1.95%	2.24%

Drawdowns

FTRI vs. XLB - Drawdown Comparison

The maximum FTRI drawdown since its inception was -43.82%, smaller than the maximum XLB drawdown of -59.83%. Use the drawdown chart below to compare losses from any high point for FTRI and XLB.

Drawdown Indicators

	FTRI	XLB	Difference
Max Drawdown Largest peak-to-trough decline	-43.82%	-59.83%	+16.01%
Max Drawdown (1Y) Largest decline over 1 year	-13.35%	-14.64%	+1.29%
Max Drawdown (5Y) Largest decline over 5 years	-27.51%	-24.72%	-2.79%
Max Drawdown (10Y) Largest decline over 10 years	-43.82%	-37.27%	-6.55%
Current Drawdown Current decline from peak	-5.54%	-5.47%	-0.07%
Average Drawdown Average peak-to-trough decline	-8.49%	-10.88%	+2.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.10%	4.21%	-1.11%

Volatility

FTRI vs. XLB - Volatility Comparison

First Trust Indxx Global Natural Resources Income ETF (FTRI) has a higher volatility of 6.29% compared to Materials Select Sector SPDR ETF (XLB) at 5.95%. This indicates that FTRI's price experiences larger fluctuations and is considered to be riskier than XLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FTRI	XLB	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.29%	5.95%	+0.34%
Volatility (6M) Calculated over the trailing 6-month period	14.48%	12.56%	+1.92%
Volatility (1Y) Calculated over the trailing 1-year period	20.49%	20.94%	-0.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.92%	18.92%	+2.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.32%	20.61%	+1.71%