NDIV vs. FTRI

Last updated Jun 24, 2026

NDIV (Amplify Natural Resources Dividend Income ETF) and FTRI (First Trust Indxx Global Natural Resources Income ETF) are both exchange-traded funds - NDIV is a Energy Equities fund tracking the EQM Natural Resources Dividend Income Index, while FTRI is a Natural Resources fund tracking the Indxx Global Natural Resources Income Index. Both are passively managed. Over the past 3 years, NDIV returned 17.25%/yr vs 12.98%/yr for FTRI. A 0.70 correlation means they provide meaningful diversification when combined. NDIV charges 0.59%/yr vs 0.70%/yr for FTRI.

Performance

NDIV vs. FTRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Natural Resources Dividend Income ETF (NDIV) and First Trust Indxx Global Natural Resources Income ETF (FTRI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NDIV achieves a 27.13% return, which is significantly higher than FTRI's 3.36% return.

NDIV

• 1D: 0.46%
• 1M: -6.94%
• YTD: 27.13%
• 6M: 28.26%
• 1Y: 25.70%
• 3Y*: 17.25%
• 5Y*: —
• 10Y*: —

FTRI

• 1D: -1.95%
• 1M: -5.47%
• YTD: 3.36%
• 6M: 2.05%
• 1Y: 14.91%
• 3Y*: 12.98%
• 5Y*: 7.56%
• 10Y*: 9.97%

*Multi-year figures are annualized to reflect compound growth (CAGR)

NDIV vs. FTRI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
NDIV Amplify Natural Resources Dividend Income ETF	27.13%	2.85%	6.18%	15.52%	1.50%
FTRI First Trust Indxx Global Natural Resources Income ETF	3.36%	33.62%	-3.93%	1.53%	-0.42%

Correlation

The correlation between NDIV and FTRI is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.39
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (All Time) Calculated using the full available price history since Aug 24, 2022	0.70

Over the past year, the correlation between NDIV and FTRI has dropped to 0.39 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.

NDIV vs. FTRI - Sectors Allocation Comparison

Sectors	NDIV	FTRI
Energy	80.0%	15.7%
Basic Materials	19.0%	56.6%
Financial Services	0.7%	-
Communication Services	-	-
Consumer Cyclical	-	3.9%
Consumer Defensive	-	4.8%
Healthcare	-	-
Industrials	-	-
Real Estate	-	3.6%
Technology	-	-
Utilities	-	15.6%

Return for Risk

NDIV vs. FTRI — Risk / Return Rank

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

NDIV

NDIV Risk / Return Rank: 39
NDIV Sharpe Ratio Rank: 38
NDIV Sortino Ratio Rank: 36
NDIV Omega Ratio Rank: 34
NDIV Calmar Ratio Rank: 51
NDIV Martin Ratio Rank: 37

FTRI

FTRI Risk / Return Rank: 23
FTRI Sharpe Ratio Rank: 24
FTRI Sortino Ratio Rank: 22
FTRI Omega Ratio Rank: 23
FTRI Calmar Ratio Rank: 22
FTRI Martin Ratio Rank: 24

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.

NDIV vs. FTRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Natural Resources Dividend Income ETF (NDIV) and First Trust Indxx Global Natural Resources Income ETF (FTRI). 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.

	NDIV	FTRI	Difference
Sharpe ratio: Return per unit of total volatility	1.29	0.83	+0.46
Sortino ratio: Return per unit of downside risk	1.79	1.15	+0.64
Omega ratio: Gain probability vs. loss probability	1.22	1.15	+0.07
Calmar ratio: Return relative to maximum drawdown	2.41	0.98	+1.43
Martin ratio: Return relative to average drawdown	5.45	3.00	+2.44

NDIV vs. FTRI - Sharpe Ratio Comparison

The current NDIV Sharpe Ratio is 1.29, which is higher than the FTRI Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of NDIV and FTRI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

NDIV vs. FTRI - Drawdown Comparison

The maximum NDIV drawdown since its inception was -19.73%, smaller than the maximum FTRI drawdown of -43.82%. Use the drawdown chart below to compare losses from any high point for NDIV and FTRI.

Drawdown Indicators

	NDIV	FTRI	Difference
Max Drawdown Largest peak-to-trough decline	-19.73%	-43.82%	+24.09%
Max Drawdown (1Y) Largest decline over 1 year	-10.73%	-15.26%	+4.53%
Max Drawdown (3Y) Largest decline over 3 years	-19.73%	-15.26%	-4.47%
Max Drawdown (5Y) Largest decline over 5 years	—	-27.51%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.82%	—
Current Drawdown Current decline from peak	-8.07%	-15.26%	+7.19%
Average Drawdown Average peak-to-trough decline	-4.23%	-8.48%	+4.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.73%	4.98%	-0.25%

Volatility

NDIV vs. FTRI - Volatility Comparison

Amplify Natural Resources Dividend Income ETF (NDIV) and First Trust Indxx Global Natural Resources Income ETF (FTRI) have volatilities of 5.97% and 6.05%, 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.

Volatility by Period

	NDIV	FTRI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.97%	6.05%	-0.08%
Volatility (6M) Calculated over the trailing 6-month period	13.53%	14.92%	-1.39%
Volatility (1Y) Calculated over the trailing 1-year period	20.18%	18.08%	+2.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.94%	20.77%	+0.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.94%	21.94%	-1.00%

NDIV vs. FTRI - Expense Ratio Comparison

NDIV has a 0.59% expense ratio, which is lower than FTRI's 0.70% expense ratio.

Dividends

NDIV vs. FTRI - Dividend Comparison

NDIV's dividend yield for the trailing twelve months is around 6.81%, more than FTRI's 2.51% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FTRI First Trust Indxx Global Natural Resources Income ETF	2.51%	2.35%	4.29%	6.56%	8.37%	6.58%	3.64%	6.25%	4.24%	3.60%	2.96%	0.89%
NDIV Amplify Natural Resources Dividend Income ETF	6.81%	5.64%	5.88%	7.37%	1.69%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both NDIV and FTRI in my portfolio?

NDIV and FTRI have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NDIV or FTRI?

FTRI has higher volatility (6.05%) compared to NDIV (5.97%). In terms of maximum drawdown, NDIV dropped -19.73% vs FTRI's -43.82%.

Which ETF is better, NDIV or FTRI?

On 3-year performance, NDIV leads with 17.25% vs 12.98% for FTRI. On fees, NDIV is cheaper at 0.59% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, NDIV or FTRI?

Over the 3-year period, NDIV has performed better with a 17.25% return vs 12.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, NDIV or FTRI?

NDIV is cheaper with a 0.59% expense ratio, compared with 0.70% for FTRI.

Which ETF pays a higher dividend yield, NDIV or FTRI?

NDIV has the higher dividend yield at 6.81%, compared with 2.51% for FTRI.

What is the main difference between NDIV and FTRI?

NDIV is categorized as Energy Equities, while FTRI is Natural Resources. NDIV tracks EQM Natural Resources Dividend Income Index, while FTRI tracks Indxx Global Natural Resources Income Index. They also come from different issuers: Amplify and First Trust. Their fees differ too: 0.59% for NDIV and 0.70% for FTRI.

Which has better risk-adjusted returns?

NDIV currently has the higher Sharpe Ratio (1.29 vs 0.83), 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.