FTXN vs. VOO
Compare and contrast key facts about First Trust Nasdaq Oil & Gas ETF (FTXN) and Vanguard S&P 500 ETF (VOO).
FTXN and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTXN is a passively managed fund by First Trust that tracks the performance of the Nasdaq U.S. Smart Oil & Gas Index. It was launched on Sep 20, 2016. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both FTXN and VOO 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: FTXN or VOO.
Key characteristics
| FTXN | VOO | |
|---|---|---|
| YTD Return | 11.47% | 10.48% |
| 1Y Return | 27.25% | 28.69% |
| 3Y Return (Ann) | 26.12% | 9.60% |
| 5Y Return (Ann) | 14.17% | 14.65% |
| Sharpe Ratio | 1.45 | 2.52 |
| Daily Std Dev | 19.60% | 11.57% |
| Max Drawdown | -73.49% | -33.99% |
| Current Drawdown | -6.57% | -0.06% |
Correlation
The correlation between FTXN and VOO is 0.46, 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
FTXN vs. VOO - Performance Comparison
In the year-to-date period, FTXN achieves a 11.47% return, which is significantly higher than VOO's 10.48% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FTXN vs. VOO - Expense Ratio Comparison
FTXN has a 0.60% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FTXN vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Oil & Gas ETF (FTXN) and Vanguard S&P 500 ETF (VOO). 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
FTXN vs. VOO - Dividend Comparison
FTXN's dividend yield for the trailing twelve months is around 3.03%, more than VOO's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTXN First Trust Nasdaq Oil & Gas ETF | 3.03% | 3.41% | 2.26% | 1.04% | 1.76% | 2.72% | 2.16% | 1.78% | 0.20% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FTXN vs. VOO - Drawdown Comparison
The maximum FTXN drawdown since its inception was -73.49%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FTXN and VOO. For additional features, visit the drawdowns tool.
Volatility
FTXN vs. VOO - Volatility Comparison
First Trust Nasdaq Oil & Gas ETF (FTXN) has a higher volatility of 5.05% compared to Vanguard S&P 500 ETF (VOO) at 3.36%. This indicates that FTXN's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.