FTRI vs. XLE
Compare and contrast key facts about First Trust Indxx Global Natural Resources Income ETF (FTRI) and Energy Select Sector SPDR Fund (XLE).
FTRI and XLE 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. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998. Both FTRI and XLE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRI or XLE.
Correlation
The correlation between FTRI and XLE 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.
Performance
FTRI vs. XLE - Performance Comparison
Key characteristics
FTRI:
0.03
XLE:
-0.55
FTRI:
0.17
XLE:
-0.58
FTRI:
1.02
XLE:
0.92
FTRI:
0.01
XLE:
-0.67
FTRI:
0.09
XLE:
-1.89
FTRI:
5.99%
XLE:
7.16%
FTRI:
19.54%
XLE:
24.66%
FTRI:
-79.58%
XLE:
-71.54%
FTRI:
-49.42%
XLE:
-16.73%
Returns By Period
In the year-to-date period, FTRI achieves a 7.60% return, which is significantly higher than XLE's -6.23% return. Over the past 10 years, FTRI has underperformed XLE with an annualized return of 1.96%, while XLE has yielded a comparatively higher 3.74% annualized return.
FTRI
7.60%
-1.67%
-3.04%
1.29%
14.57%
1.96%
XLE
-6.23%
-11.92%
-10.21%
-12.80%
23.68%
3.74%
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FTRI vs. XLE - Expense Ratio Comparison
FTRI has a 0.70% expense ratio, which is higher than XLE's 0.13% expense ratio.
Risk-Adjusted Performance
FTRI vs. XLE — Risk-Adjusted Performance Rank
FTRI
XLE
FTRI vs. XLE - 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 Energy Select Sector SPDR Fund (XLE). 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.
Dividends
FTRI vs. XLE - Dividend Comparison
FTRI's dividend yield for the trailing twelve months is around 3.77%, more than XLE's 3.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRI First Trust Indxx Global Natural Resources Income ETF | 3.77% | 4.30% | 6.57% | 8.37% | 6.59% | 3.63% | 6.27% | 4.24% | 3.60% | 2.96% | 1.21% | 3.30% |
XLE Energy Select Sector SPDR Fund | 3.59% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
Drawdowns
FTRI vs. XLE - Drawdown Comparison
The maximum FTRI drawdown since its inception was -79.58%, which is greater than XLE's maximum drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for FTRI and XLE. For additional features, visit the drawdowns tool.
Volatility
FTRI vs. XLE - Volatility Comparison
The current volatility for First Trust Indxx Global Natural Resources Income ETF (FTRI) is 12.01%, while Energy Select Sector SPDR Fund (XLE) has a volatility of 16.96%. This indicates that FTRI experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.