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NTRL vs. GRID
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NTRL vs. GRID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Equity Market Neutral ETF (NTRL) 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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Returns By Period


NTRL

1D
-0.07%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

GRID

1D
-2.70%
1M
-4.14%
YTD
21.53%
6M
20.10%
1Y
34.78%
3Y*
22.71%
5Y*
16.19%
10Y*
19.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NTRL vs. GRID - Yearly Performance Comparison


Correlation

The correlation between NTRL and GRID is -0.50, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 24, 2026

-0.50

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Return for Risk

NTRL vs. GRID — Risk / Return Rank

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

NTRL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


GRID
GRID Risk / Return Rank: 6060
Overall Rank
GRID Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
GRID Sortino Ratio Rank: 5252
Sortino Ratio Rank
GRID Omega Ratio Rank: 5454
Omega Ratio Rank
GRID Calmar Ratio Rank: 7070
Calmar Ratio Rank
GRID Martin Ratio Rank: 6767
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.

NTRL vs. GRID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Equity Market Neutral ETF (NTRL) 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.


NTRLGRIDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.30

Calmar ratioReturn relative to maximum drawdown

3.10

Martin ratioReturn relative to average drawdown

10.84

NTRL vs. GRID - Sharpe Ratio Comparison


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Drawdowns

NTRL vs. GRID - Drawdown Comparison

The maximum NTRL drawdown since its inception was -1.34%, smaller than the maximum GRID drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for NTRL and GRID.


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Drawdown Indicators


NTRLGRIDDifference

Max Drawdown

Largest peak-to-trough decline

-1.34%

-40.56%

+39.22%

Max Drawdown (1Y)

Largest decline over 1 year

-11.73%

Max Drawdown (3Y)

Largest decline over 3 years

-20.77%

Max Drawdown (5Y)

Largest decline over 5 years

-29.64%

Max Drawdown (10Y)

Largest decline over 10 years

-40.56%

Current Drawdown

Current decline from peak

-1.34%

-6.98%

+5.64%

Average Drawdown

Average peak-to-trough decline

-0.87%

-8.41%

+7.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.35%

Volatility

NTRL vs. GRID - Volatility Comparison


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Volatility by Period


NTRLGRIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.17%

Volatility (6M)

Calculated over the trailing 6-month period

18.49%

Volatility (1Y)

Calculated over the trailing 1-year period

11.80%

21.41%

-9.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.80%

21.40%

-9.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.80%

22.76%

-10.96%

NTRL vs. GRID - Expense Ratio Comparison

NTRL has a 0.95% expense ratio, which is higher than GRID's 0.70% expense ratio.


Dividends

NTRL vs. GRID - Dividend Comparison

NTRL has not paid dividends to shareholders, while GRID's dividend yield for the trailing twelve months is around 0.77%.


PositionTTM20252024202320222021202020192018201720162015
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0.77%1.01%1.06%1.23%1.26%0.63%0.68%1.26%1.28%1.07%1.07%1.23%
NTRL
First Trust Equity Market Neutral 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


NTRL and GRID have a correlation of -0.50, 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 0.95% for NTRL.

GRID has the higher dividend yield at 0.77%, compared with 0.00% for NTRL.

NTRL is categorized as Equity Market Neutral, while GRID is Alternative Energy Equities. Their fees differ too: 0.95% for NTRL and 0.70% for GRID.

Portfolio Optimizer

Find the right allocation for NTRL 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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