ILDR vs. QQQ

In the year-to-date period, ILDR achieves a 4.80% return, which is significantly higher than QQQ's 1.69% return.

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ILDR has a 0.75% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Innovation Leaders ETF (ILDR) and Invesco QQQ (QQQ). 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 ILDR Sharpe Ratio is 0.80, which is higher than the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of ILDR and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ILDR has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.58%.

The maximum ILDR drawdown since its inception was -44.61%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for ILDR and QQQ.

First Trust Innovation Leaders ETF (ILDR) and Invesco QQQ (QQQ) have volatilities of 5.77% and 5.62%, 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.