HDMV vs. BKGI

In the year-to-date period, HDMV achieves a 23.17% return, which is significantly lower than BKGI's 25.85% return.

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HDMV has a 0.80% expense ratio, which is higher than BKGI's 0.65% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Horizon Managed Volatility Developed Intl ETF (HDMV) and Bny Mellon Global Infrastructure Income ETF (BKGI). 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.

The current HDMV Sharpe Ratio is 1.78, which is comparable to the BKGI Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of HDMV and BKGI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HDMV's dividend yield for the trailing twelve months is around 2.57%, less than BKGI's 3.00% yield.

The maximum HDMV drawdown since its inception was -32.01%, which is greater than BKGI's maximum drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for HDMV and BKGI. For additional features, visit the drawdowns tool.

First Trust Horizon Managed Volatility Developed Intl ETF (HDMV) and Bny Mellon Global Infrastructure Income ETF (BKGI) have volatilities of 4.01% and 4.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.