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ILDR vs. VOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ILDR vs. VOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Innovation Leaders ETF (ILDR) and Vanguard Communication Services ETF (VOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ILDR achieves a 13.36% return, which is significantly higher than VOX's -6.22% return.


ILDR

1D
-0.59%
1M
-0.83%
YTD
13.36%
6M
11.44%
1Y
30.63%
3Y*
28.06%
5Y*
11.32%
10Y*

VOX

1D
-0.92%
1M
-7.36%
YTD
-6.22%
6M
-6.67%
1Y
10.24%
3Y*
21.44%
5Y*
5.76%
10Y*
8.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ILDR vs. VOX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ILDR
First Trust Innovation Leaders ETF
13.36%29.22%29.31%39.34%-34.95%7.57%
VOX
Vanguard Communication Services ETF
-6.22%26.27%33.12%44.81%-38.85%-0.42%

Correlation

The correlation between ILDR and VOX is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.69

Correlation (5Y)
Calculated over the trailing 5-year period

0.78

Correlation (All Time)
Calculated using the full available price history since May 26, 2021

0.78

The correlation between ILDR and VOX shifts across timeframes, from 0.58 (1 year) to 0.78 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

ILDR vs. VOX — Risk / Return Rank

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

ILDR
ILDR Risk / Return Rank: 3939
Overall Rank
ILDR Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
ILDR Sortino Ratio Rank: 3939
Sortino Ratio Rank
ILDR Omega Ratio Rank: 3838
Omega Ratio Rank
ILDR Calmar Ratio Rank: 3838
Calmar Ratio Rank
ILDR Martin Ratio Rank: 3939
Martin Ratio Rank

VOX
VOX Risk / Return Rank: 2020
Overall Rank
VOX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
VOX Sortino Ratio Rank: 2020
Sortino Ratio Rank
VOX Omega Ratio Rank: 1919
Omega Ratio Rank
VOX Calmar Ratio Rank: 1919
Calmar Ratio Rank
VOX Martin Ratio Rank: 2323
Martin Ratio Rank
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.

ILDR vs. VOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Innovation Leaders ETF (ILDR) and Vanguard Communication Services ETF (VOX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ILDRVOXDifference
Sharpe ratioReturn per unit of total volatility

+0.68

Sortino ratioReturn per unit of downside risk

+0.81

Omega ratioGain probability vs. loss probability

1.23

1.12

+0.11

Calmar ratioReturn relative to maximum drawdown

1.74

0.76

+0.98

Martin ratioReturn relative to average drawdown

5.61

2.66

+2.95

ILDR vs. VOX - Sharpe Ratio Comparison

The current ILDR Sharpe Ratio is 1.34, which is higher than the VOX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of ILDR and VOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ILDR vs. VOX - Drawdown Comparison

The maximum ILDR drawdown since its inception was -44.61%, smaller than the maximum VOX drawdown of -57.18%. Use the drawdown chart below to compare losses from any high point for ILDR and VOX.


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Drawdown Indicators


ILDRVOXDifference

Max Drawdown

Largest peak-to-trough decline

-44.61%

-57.18%

+12.57%

Max Drawdown (1Y)

Largest decline over 1 year

-17.70%

-13.56%

-4.14%

Max Drawdown (3Y)

Largest decline over 3 years

-26.43%

-21.15%

-5.28%

Max Drawdown (5Y)

Largest decline over 5 years

-44.61%

-46.76%

+2.15%

Max Drawdown (10Y)

Largest decline over 10 years

-46.76%

Current Drawdown

Current decline from peak

-7.75%

-9.37%

+1.62%

Average Drawdown

Average peak-to-trough decline

-14.86%

-11.90%

-2.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.48%

3.86%

+1.62%

Volatility

ILDR vs. VOX - Volatility Comparison

First Trust Innovation Leaders ETF (ILDR) has a higher volatility of 10.87% compared to Vanguard Communication Services ETF (VOX) at 5.47%. This indicates that ILDR's price experiences larger fluctuations and is considered to be riskier than VOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ILDRVOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.87%

5.47%

+5.40%

Volatility (6M)

Calculated over the trailing 6-month period

18.27%

11.92%

+6.35%

Volatility (1Y)

Calculated over the trailing 1-year period

23.16%

15.80%

+7.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.40%

21.24%

+5.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.23%

20.92%

+5.31%

ILDR vs. VOX - Expense Ratio Comparison

ILDR has a 0.75% expense ratio, which is higher than VOX's 0.09% expense ratio.


Dividends

ILDR vs. VOX - Dividend Comparison

ILDR has not paid dividends to shareholders, while VOX's dividend yield for the trailing twelve months is around 1.05%.


PositionTTM20252024202320222021202020192018201720162015
ILDR
First Trust Innovation Leaders ETF
0.00%0.00%0.00%0.00%0.00%0.16%0.00%0.00%0.00%0.00%0.00%0.00%
VOX
Vanguard Communication Services ETF
1.05%0.95%1.05%1.03%0.88%0.93%0.73%0.90%2.77%3.83%2.67%3.55%

Frequently Asked Questions


ILDR and VOX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ILDR has higher volatility (10.87%) compared to VOX (5.47%). In terms of maximum drawdown, ILDR dropped -44.61% vs VOX's -57.18%.

On 5-year performance, ILDR leads with 11.32% vs 5.76% for VOX. On fees, VOX is cheaper at 0.09% per year. On volatility, VOX has been the lower-risk option at 5.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, ILDR has performed better with a 11.32% return vs 5.76%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VOX is cheaper with a 0.09% expense ratio, compared with 0.75% for ILDR.

VOX has the higher dividend yield at 1.05%, compared with 0.00% for ILDR.

ILDR is categorized as Technology Equities, while VOX is Communications Equities. They also come from different issuers: First Trust and Vanguard. Their fees differ too: 0.75% for ILDR and 0.09% for VOX.

ILDR currently has the higher Sharpe Ratio (1.33 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ILDR and VOX

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