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IROB.DE vs. GRID
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IROB.DE vs. GRID - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in L&G ROBO Global Robotics and Automation UCITS ETF (IROB.DE) and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IROB.DE is traded in EUR, while GRID is traded in USD. To make them comparable, the GRID values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IROB.DE achieves a 14.36% return, which is significantly lower than GRID's 19.91% return. Over the past 10 years, IROB.DE has underperformed GRID with an annualized return of 11.79%, while GRID has yielded a comparatively higher 18.04% annualized return.


IROB.DE

1D
-2.80%
1M
-9.10%
6M
5.82%
YTD
14.36%
1Y
29.03%
3Y*
8.85%
5Y*
4.94%
10Y*
11.79%

GRID

1D
0.14%
1M
-6.02%
6M
13.78%
YTD
19.91%
1Y
27.14%
3Y*
18.65%
5Y*
16.28%
10Y*
18.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IROB.DE vs. GRID - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IROB.DE
L&G ROBO Global Robotics and Automation UCITS ETF
14.36%10.23%4.16%20.99%-30.11%26.22%31.63%33.78%-17.80%28.83%
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
19.91%14.27%22.79%17.93%-8.55%37.20%36.57%46.02%-19.07%11.77%

Correlation

The correlation between IROB.DE and GRID is 0.63, 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

0.63

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

0.61

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

0.61

Correlation (10Y)
Calculated over the trailing 10-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Jan 12, 2015

0.59

The correlation between IROB.DE and GRID has been stable across timeframes, ranging from 0.59 to 0.63 - a consistent structural relationship.

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Return for Risk

IROB.DE vs. GRID — Risk / Return Rank

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

IROB.DE
IROB.DE Risk / Return Rank: 4545
Overall Rank
IROB.DE Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
IROB.DE Sortino Ratio Rank: 4242
Sortino Ratio Rank
IROB.DE Omega Ratio Rank: 4040
Omega Ratio Rank
IROB.DE Calmar Ratio Rank: 5252
Calmar Ratio Rank
IROB.DE Martin Ratio Rank: 5050
Martin Ratio Rank

GRID
GRID Risk / Return Rank: 4444
Overall Rank
GRID Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
GRID Sortino Ratio Rank: 3737
Sortino Ratio Rank
GRID Omega Ratio Rank: 3838
Omega Ratio Rank
GRID Calmar Ratio Rank: 5454
Calmar Ratio Rank
GRID Martin Ratio Rank: 5050
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.

IROB.DE vs. GRID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for L&G ROBO Global Robotics and Automation UCITS ETF (IROB.DE) and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID). 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.


IROB.DEGRIDDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.06

Omega ratioGain probability vs. loss probability

1.21

1.23

-0.02

Calmar ratioReturn relative to maximum drawdown

2.08

2.78

-0.70

Martin ratioReturn relative to average drawdown

6.61

8.29

-1.68

IROB.DE vs. GRID - Sharpe Ratio Comparison

The current IROB.DE Sharpe Ratio is 1.19, which is comparable to the GRID Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of IROB.DE and GRID, 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

IROB.DE vs. GRID - Drawdown Comparison

The maximum IROB.DE drawdown since its inception was -36.51%, smaller than the maximum GRID drawdown of -41.27%. Use the drawdown chart below to compare losses from any high point for IROB.DE and GRID.


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Drawdown Indicators


IROB.DEGRIDDifference

Max Drawdown

Largest peak-to-trough decline

-36.51%

-41.27%

+4.76%

Max Drawdown (1Y)

Largest decline over 1 year

-13.67%

-9.82%

-3.85%

Max Drawdown (3Y)

Largest decline over 3 years

-31.95%

-24.27%

-7.68%

Max Drawdown (5Y)

Largest decline over 5 years

-36.51%

-24.27%

-12.24%

Max Drawdown (10Y)

Largest decline over 10 years

-36.51%

-41.27%

+4.76%

Current Drawdown

Current decline from peak

-12.43%

-9.70%

-2.73%

Average Drawdown

Average peak-to-trough decline

-11.40%

-7.09%

-4.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.30%

3.28%

+1.02%

Volatility

IROB.DE vs. GRID - Volatility Comparison

L&G ROBO Global Robotics and Automation UCITS ETF (IROB.DE) has a higher volatility of 9.71% compared to First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) at 8.48%. This indicates that IROB.DE's price experiences larger fluctuations and is considered to be riskier than GRID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IROB.DEGRIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.71%

8.48%

+1.23%

Volatility (6M)

Calculated over the trailing 6-month period

19.55%

17.74%

+1.81%

Volatility (1Y)

Calculated over the trailing 1-year period

24.11%

20.89%

+3.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.69%

19.95%

+1.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.21%

22.09%

-0.88%

IROB.DE vs. GRID - Expense Ratio Comparison

IROB.DE has a 0.80% expense ratio, which is higher than GRID's 0.70% expense ratio.


Dividends

IROB.DE vs. GRID - Dividend Comparison

IROB.DE has not paid dividends to shareholders, while GRID's dividend yield for the trailing twelve months is around 0.80%.


PositionTTM20252024202320222021202020192018201720162015
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0.80%1.01%1.06%1.23%1.26%0.63%0.68%1.26%1.28%1.07%1.07%1.23%
IROB.DE
L&G ROBO Global Robotics and Automation UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IROB.DE and GRID have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GRID is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GRID is cheaper with a 0.70% expense ratio, compared with 0.80% for IROB.DE.

IROB.DE is categorized as Technology Equities, while GRID is Alternative Energy Equities. IROB.DE tracks ROBO-STOX® Global Robotics and Automation, while GRID tracks Nasdaq Clean Edge Smart Grid Infrastructure Index. They also come from different issuers: Legal & General and First Trust. Their fees differ too: 0.80% for IROB.DE and 0.70% for GRID.

Portfolio Optimizer

Find the right allocation for IROB.DE and GRID

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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